AI - TechWire

        2025.06.15
    
17:57

                            CITIC Securities: The Middle East conflict may be the trigger for a structural shift in the market
                        
                            According to a research report by CITIC Securities, the geopolitical impact of the Middle East conflict is great, but the actual impact on Chinese assets is limited; however, the Middle East conflict has triggered a sudden change in risk appetite, and the most affected structurally are the high-level, high-volume and highly consensus sectors. The factors that support the rise of micro-cap stocks are cracking, and such sectors are more likely to fluctuate in the future; the weakening of the small ticket and theme rotation mode also means that the logic of returning to the strong industrial trend represented by AI will be strengthened; another clue worth tracking is back to policy, and the continued and generally depressed price signals may become a new catalyst, but it requires patience. Overall, downplaying macro disturbances, returning to industrial trends, and being vigilant against micro-cap fluctuations are still the core strategic ideas for the next stage.
                        
        2025.06.14
    
10:44

                            CITIC Securities: Hong Kong stock liquidity continues to improve. If there is volatility with overseas, it will be a good opportunity to increase holdings.
                        
                            CITIC Securities pointed out that we will still experience a transition period of 3 to 4 months before the key entry point of the index bull market that may come from the end of the third quarter to the fourth quarter. From the perspective of coping strategies, resisting macro disturbances relies on high-prosperity industry trends such as AI. Recently, North America has seen new positive changes in AI applications, and the Chinese market will soon follow suit; cross-market balanced allocation is another coping strategy. The liquidity of Hong Kong stocks is still improving, and if there are fluctuations in overseas markets, it will be a good opportunity to increase positions.
                        
05:51

                            Sources: Microsoft, OpenAI and XAI plan to stop using Scale AI, and Google, Scale AI's largest customer, plans to terminate its cooperation with Scale AI after reaching a cooperation with Meta.
                        
03:20

                            Indian Ministry of Civil Aviation: A high-level multidisciplinary committee has been set up to investigate the causes of the crash of Air India flight AI-171.
                        
        2025.06.13
    
21:24

                            Phuket Airport, Thailand: No bomb threat found on Air India flight
                        
                            The management department of Phuket International Airport in Thailand said on the 13th that an Indian Airlines passenger plane that had previously made an emergency landing due to a bomb threat was checked and no explosives were found. The plane has taken off again. The management department of Phuket International Airport said in a statement that after the plane landed, security personnel including the explosive disposal team conducted a comprehensive search of the plane, the people on board and their carry-on luggage, and no explosives or suspicious objects were found, nor were any suspects found. The flight took off again in the afternoon local time to its destination, Delhi, India. After the Indian Airlines AI379 flight carrying 156 passengers and 8 crew members took off from Phuket on the 13th, the crew found a bomb threat in the toilet of the passenger plane, and the plane then returned to Phuket Airport for an emergency landing.
                        
20:54

                            AMD releases two generations of flagship AI chips to challenge Nvidia Morgan Stanley: MI400 may become a key turning point
                        
                            AMD unveiled its strongest AI product lineup ever at the AMD Advancing AI Conference - flagship data center AI chips, AI software stacks, AI rack-level infrastructure, AI network cards and DPUs, fully revealing its ambition to compete with Nvidia. Morgan Stanley said that AMD released MI350 as expected, but the focus is still on the rack-level MI400/450 products to be launched next year. If the product can be delivered on schedule, it may have a greater impact.
                        
20:28

                            OpenAI CFO says they will continue to work with artificial intelligence startup Scale AI
                        
                            OpenAI’s chief financial officer said they will continue to collaborate with artificial intelligence startup Scale AI.
                        
20:20

                            OpenAI CFO: Will continue to work with Scale AI.
                        
17:38

                            Zhejiang Securities Regulatory Bureau and Shanghai Stock Exchange jointly held a special training session on Zhejiang Science and Technology Innovation Corporate Bonds
                        
                            The leaders of Zhejiang Securities Regulatory Bureau introduced in their speech at the training meeting that Zhejiang has strong momentum for technological innovation and huge potential, and the atmosphere of innovation and entrepreneurship is becoming increasingly strong. Listed companies have become the leaders of technological innovation. The future industries represented by the "Six Little Dragons of Hangzhou" present strong Zhejiang culture and innovative elements, demonstrating Zhejiang's new attitude of following the AI trend and leading the tide of the times in promoting the deep integration of technological innovation and industrial innovation. Technological innovation corporate bonds are an important tool for the capital market to do a good job in technology finance and serve technology-based enterprises. They are conducive to broadening the financing channels for technological innovation enterprises, guiding the bond market to invest early, small, long-term, and hard technology, and further stimulating Zhejiang's technological innovation momentum and market vitality.
                        
14:07

                            Air India flight returns to Thailand after bomb threat
                        
                            On the 13th local time, an Air India flight AI 379 from Phuket, Thailand to New Delhi, India received a suspected bomb threat during the flight and was forced to return urgently and landed safely at Phuket International Airport. According to preliminary reports, shortly after the flight took off, the crew found a suspected bomb threat on the plane. For safety reasons, the captain immediately decided to interrupt the flight and notified the airport tower to apply for return. The plane then landed safely at Phuket International Airport in accordance with emergency procedures. So far, no explosive devices have been found, and there are no reports of casualties among passengers or crew members.
                        
13:48

                            Tesla has raised the price of its Model X AWD and PLAID models in the United States by $5,000, according to its official website.
                        
13:44

                            Phuket Airport, Thailand: Air India flight AI379 received a bomb threat and requested an emergency landing.
                        
13:44

                            Phuket Airport, Thailand: Air India flight AI379 received a bomb threat and requested an emergency landing
                        
                            Phuket Airport, Thailand: Air India flight AI379 received a bomb threat and requested an emergency landing.
                        
13:39

                            Shenzhen's 24 special measures to relax market access will be implemented faster
                        
                            On June 13, the Shenzhen Municipal Government Information Office held a press conference to introduce the implementation of the "Opinions on Deepening Shenzhen's Comprehensive Reform Pilot, Deepening Reform, Innovation and Expanding Opening Up" in Shenzhen. It is reported that Shenzhen will accelerate the implementation of 24 special measures to relax market access in Shenzhen, and explore the "sandbox supervision" mechanism in the fields of artificial intelligence, intelligent networked vehicles, medicine and medical devices. Implement "AI+City" and "AI+Thousands of Industries" to vigorously promote the international connection of rules for drug and medical device review, inspection, clinical trials, etc. Fully launch the implementation of "Supercharging City 2.0" to further accelerate the application of high-power charging and swapping technologies such as heavy truck supercharging and passenger car flash charging.
                        
12:02

                            Bosch and Alibaba Cloud reach cooperation in the field of large models
                        
                            Recently, Bosch and Alibaba Cloud announced a cooperation in the field of large models. Tongyi large models will help Bosch accelerate the application of AI technology in smart cockpits, and realize active perception of the cockpit environment and 3D digital human interaction for the first time.

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