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Policy / China / Manufacturing

Dynamics of equipment renewal investment in China's manufacturing industry

Observe changes in the growth rate of equipment renewal investment in China's manufacturing industry supported by ultra-long special government bonds, and follow up on industry coverage and investment restructuring dynamics.

πŸ‘₯ 4.9δΈ‡ following πŸ‘€ 13.6δΈ‡ views # SCF3
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Finance / U.S. / National Debt

The expansion of U.S. national debt scale and global risk dynamics

Track the growth of U.S. national debt balance, changes in long-end yields, and shifts in overseas holding structure, and assess its impact on global asset pricing, capital flows and systemic financial risks.

πŸ‘₯ 3.8δΈ‡ following πŸ‘€ 12.4δΈ‡ views # ij6P
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Policy / China / Macroeconomy

Implementation progress of China's macro incremental policies

Follow up on the introduction rhythm of incremental fiscal and monetary policies in the second half of 2026 in China, track the implementation of special treasury bond projects, the issuance of special bonds and the dynamics of liquidity adjustment.

πŸ‘₯ 3.6δΈ‡ following πŸ‘€ 9.2δΈ‡ views # nxVQ
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Aerospace / Blue Origin / Lunar Lander

What is the launch schedule for Blue Origin's Blue Moon MK1 lander?

Follow up on the confirmation of the launch time of Blue Origin's Blue Moon Mark 1 lunar lander for the CLPS mission, and pay attention to launch preparation progress and mission target adjustments.

πŸ‘₯ 3.5δΈ‡ following πŸ‘€ 12δΈ‡ views # X5b3
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Finance / China / Treasury Bond

Progress of China's ultra-long special treasury bond projects

Follow the implementation of the 200 billion yuan ultra-long special treasury bond project, track changes in project start-up rate, formation of physical workload, and the pulling effect on investment.

πŸ‘₯ 3.5δΈ‡ following πŸ‘€ 9.3δΈ‡ views # 9MMJ
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Technology / AR / AI Glasses

Market competition dynamics of consumer AR AI glasses

Focus on product design, technology iteration and pricing changes of consumer AR AI glasses, and follow up on the market expansion of different brands and the changing trend of user demand.

πŸ‘₯ 4.8δΈ‡ following πŸ‘€ 11.8δΈ‡ views # CXbK
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Finance / China / Industrial Profit

China's January-July industrial enterprise profit data released

Focus on the cumulative year-on-year growth rate of profits of industrial enterprises above designated size in China and the profit performance of different industries to verify the recovery process and structural changes of industrial enterprises' profits.

πŸ‘₯ 4.8δΈ‡ following πŸ‘€ 11.1δΈ‡ views # lqeU
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Artificial Intelligence / China / Commercialization

Commercialization dynamics of Chinese AI products

Observe the AI products debuted at the 2026 World Artificial Intelligence Conference, and follow up on the technological landing progress and market application expansion in fields such as large models, embodied intelligence, and AI terminals.

πŸ‘₯ 4.6δΈ‡ following πŸ‘€ 6.9δΈ‡ views # zla2
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Finance / Germany / Economic Data"

Germany's August IFO Business Climate Index is released

Follow the latest reading of Germany's IFO Business Climate Index, observe changes in business confidence in the Eurozone's largest economy, and test the resilience of European economic recovery.

πŸ‘₯ 3.9δΈ‡ following πŸ‘€ 7δΈ‡ views # rcjz
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Artificial Intelligence / Energy Consumption / Technological Progress

Progress in energy consumption optimization of large AI models

Compare energy consumption data of different large models during training and inference, follow up on the implementation of energy-saving technologies such as liquid cooling and dynamic pruning, and observe the green transformation trend of the AI industry.

πŸ‘₯ 0 following πŸ‘€ 1 views # kxTC
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Lithography Machine / ASML / Semiconductor

ASML lithography machine shipments and capacity change dynamics

Track changes in ASML's high-NA EUV lithography machine orders, shipments, capacity expansion rate, and the implementation of China-bound export restriction policies.

πŸ‘₯ 4.8δΈ‡ following πŸ‘€ 14.9δΈ‡ views # AkM2
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Climate Change / COP31 / International Conference

What is the organization arrangement of the UN COP31 Climate Change Conference?

Follow up on the conference's holding time, venue confirmation, list of participating leaders, agenda setting, the announcement of national emission reduction target commitments and the results of agreement negotiations.

πŸ‘₯ 4.6δΈ‡ following πŸ‘€ 9.9δΈ‡ views # pGql