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CHINA

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia’s New China-Only AI Superchip Outguns H20 Amid U.S.-China Tech Showdown

Nvidia is developing a China-only AI chip named B30A, based on the Blackwell architecture, designed to outpace the current H20 while complying with U.S. export controls. The B30A will be a single-die design and is expected to deliver roughly half the raw computing power of Nvidia’s dual-die B300 accelerator. The B30A will include high-bandwidth memory (HBM) and NVLink interconnect, matching the H20’s interconnect capabilities. Nvidia hopes to ship sample B30A units to Chinese companies for testing as early as September. Analysts say the B30A could be 30-50% less powerful than Nvidia’s top-end hardware but still faster than the H20 in
19 agosto 2025
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China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China’s EV Revolution: From $5,000 Minis to 1,000-km Supercars – How China Is Shocking the Global Car Market

China produced over 11–13 million electric cars in 2024, about half of all new cars sold in the country, and accounted for roughly 58–70% of global EV output. BYD Auto became the world’s largest EV producer, accounting for about one‑third of China’s EV sales and surpassing Tesla’s global volumes in 2024. NIO’s ET7 offers up to 1,000 km of range with a 150 kWh semi‑solid battery, delivering the longest EV range among production sedans. NIO operates more than 3,000 battery‑swap stations across China and Europe, enabling ~3‑minute battery exchanges. The Xiaomi SU7 Ultra is priced around ¥529,900 (~$73,000) and delivers
17 junio 2025
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China’s 55% beef tariff hits Australia as China caps imports for 2026

China’s 55% beef tariff hits Australia as China caps imports for 2026

NEW YORK, January 1, 2026, 19:55 ET China will charge an additional 55% tariff on beef imports that exceed new country quotas, tightening access for Australia and other major suppliers under a three-year safeguard system that began at the start of 2026. For 2026, China set quotas of 1.1 million metric tons for Brazil, 205,000 for Australia and 164,000 for the United States, and said the limits would rise gradually each year. South China Morning Post Australia exported more than 295,000 metric tons of beef to China in the first 11 months of 2025, and the Australian Meat Industry Council
2 enero 2026
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Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

The semiconductor industry is closing out the first week of December 2025 with a mix of frothy IPOs, tougher export‑control politics, supply‑chain stress around AI memory chips, and some quietly huge moves in materials and metrology tech. Below is a roundup of the most important semiconductor news as of December 5, 2025, curated and explained for readers following chips, AI hardware, and related stocks. Top semiconductor headlines on December 5, 2025 Let’s unpack what all of this means. China’s Moore Threads IPO: a 400%+ surge and a GPU sovereignty play In Shanghai, Moore Threads Technology Co. — a GPU startup widely nicknamed “China’s
5 diciembre 2025
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China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile Limited Class A stock (600941) on watch: AI “infrastructure edge” talk meets China data week

China Mobile’s Class A shares closed flat at 100.12 yuan in Shanghai Monday. Weekend remarks from Chinese AI experts highlighted China’s edge in electricity and network infrastructure, drawing investor focus to telecom stocks. Key December trade and credit data are due later this week. China reported 4.83 million 5G base stations and 1.19 billion 5G users by November.
11 enero 2026
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Bank of China A shares face policy cross-currents as China inflation stirs easing talk

Bank of China A shares face policy cross-currents as China inflation stirs easing talk

Bank of China’s A shares closed at 5.49 yuan on Friday, down 0.54% as investors weighed prospects for further policy easing. December inflation rose 0.8% year-on-year, while producer prices fell 1.9%. The Shanghai Composite gained 0.92%, but financial stocks lagged. Markets await this week’s trade data and key economic figures due Jan. 19.
11 enero 2026
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China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Limited Class A stock price: 600941 steady at 96.5 yuan as China rate call nears

China Mobile Class A closed up 0.23% at 96.50 yuan in Shanghai on Monday, trading near a 12-month low. New GDP data showed China’s economy grew 4.5% in Q4, down from 4.8% in Q3. Traders focused on Tuesday’s loan prime rate decision, with most expecting no change. Regulators tightened rules on margin trading and high-frequency trading starting Jan. 19.
19 enero 2026
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Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore (GLEN) Share Price Today: Smelter Bailouts, China Copper Squeeze and New China IPO Bet – 26 November 2025

Glencore plc (LSE: GLEN) is back in the spotlight today as investors digest a trio of developments: ongoing political fallout from its A$600 million Australian smelter bailout, fresh noise from China over copper treatment charges, and a new strategic bet on a fast‑growing Chinese aluminium producer. All of this lands against a backdrop of robust share buybacks and a share price grinding higher. Glencore (GLEN) share price snapshot – 26 November 2025 By mid‑morning in London, Glencore shares were trading around 348–349p, modestly higher on the day: Trading has been active, with more than 6.3 million shares changing hands by that
26 noviembre 2025
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China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

China Mobile Limited Class A stock (600941) holds at 100 yuan as China inflation heats up, loan data looms

China Mobile’s Class A shares closed flat at 100.12 yuan Friday, underperforming the Shanghai Composite’s 0.92% rise. December’s consumer price index rose 0.8% year-on-year, while producer prices fell 1.9%. Investors await mid-January credit and trade data, with December new yuan loans expected to reach 800 billion yuan. China Mobile’s 14-day RSI hovered near 29, signaling oversold conditions.
10 enero 2026
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China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank A-shares slip — what matters before China’s big data dump and rate signals

China Construction Bank Class A shares closed down 0.89% at 8.95 yuan in Shanghai Friday, with turnover at 1.10 billion yuan. The PBOC will implement targeted rate cuts and lower mortgage down payment requirements Monday. Investors await China’s “national economic performance” data, due Jan. 19. The Shanghai benchmark also ended lower.
17 enero 2026
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China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile Class A stock price: 600941 heads into Monday after China PMI shock and a UBS downgrade

China Mobile’s Shanghai shares fell 0.6% to 96.38 yuan Friday, underperforming amid a broader market downturn and weak January PMI data. UBS downgraded the company’s Hong Kong shares, citing pressure on core telecom and cloud services. China Telecom rose 1.0%, while China Unicom slipped 0.8%. China Mobile’s next earnings report is scheduled for March 27.
31 enero 2026
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Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Agricultural Bank of China Class A stock (601288) slips again as China credit data looms

Agricultural Bank of China’s Class A shares fell 0.4% to 7.41 yuan on Jan. 9, marking a fifth consecutive decline. Beijing announced new fiscal and financial policies to boost domestic demand, including expanded loan and interest subsidies. Investors await December credit and trade data for signs of growth and bank risk. The Shanghai Composite closed up 0.92% at 4,120.43, its highest since 2015.
10 enero 2026
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Bank of China Limited Class A (601988) share price: the China rate call investors watch today

Bank of China Limited Class A (601988) share price: the China rate call investors watch today

Bank of China A shares fell 0.7% to 5.36 yuan Monday ahead of China’s monthly loan prime rate announcement, which a Reuters poll expects to remain unchanged. Mainland financial stocks dipped as official data showed Q4 economic growth slowing to 4.5%. New home prices dropped 0.4% in December. Regulators ordered brokerages to remove client servers from exchange data centers to curb high-frequency trading.
19 enero 2026
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China Construction Bank Corporation Class A stock price in focus ahead of China loan-rate call

China Construction Bank Corporation Class A stock price in focus ahead of China loan-rate call

China Construction Bank’s Shanghai shares slipped 0.1% to 8.94 yuan Monday, ahead of China’s loan prime rate decision expected to hold steady for an eighth month. Other major state banks also fell. New home prices dropped 0.4% in December, deepening property market concerns. Analysts warn weak demand and margin pressure may persist even if rates are cut.
19 enero 2026
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Agricultural Bank of China A-share (601288) price: what to watch after weak China PMI

Agricultural Bank of China A-share (601288) price: what to watch after weak China PMI

Agricultural Bank of China A shares closed at 6.72 yuan in Shanghai Friday, down 0.88%. The bank announced Zhang Hongwu’s appointment as non-executive director after regulatory approval. January’s official manufacturing PMI fell to 49.3, signaling contraction and weighing on investor sentiment. Trading resumes Monday amid renewed speculation over policy easing.
31 enero 2026
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Stock Market Today

Salesforce stock tries to stabilize after AI “software-mageddon” — Feb. 25 earnings is the next test

Las acciones de Salesforce intentan estabilizarse tras el “software-magedón” de la IA: el próximo test serán los resultados del 25 de febrero

7 febrero 2026
Las acciones de Salesforce subieron un 0,1% a $190,07 el viernes tras una semana de caída del 9%. El sector software perdió $1 billón en valor desde el 28 de enero, y el índice S&P 500 de software y servicios bajó 4,6% el jueves. Salesforce presentará resultados el 25 de febrero. La presión proviene de la rápida integración de nuevas herramientas de IA como Claude Opus 4.6 de Anthropic.
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