(opens original source in a new tab)South China Morning PostUS-listed Chinese stocks benefit as Fed policy haze drives rotation amid AI slumpChinese stocks trading overseas may emerge as a shelter for global investors, as confusion over the Federal Reserve’s monetary path drives diversification away from US equities and bonds amid a stumbling artificial intelligence trade. The Nasdaq Golden Dragon China Index of the biggest Chinese companies listed in the US has bucked a broader sell-off since the Fed’s July rate-decision meeting, rising 1.7 per cent. The Nasdaq-100 slumped 2.1 per cent and longer-dated Treasuries also fell during... (opens original source in a new tab)Zhang Shidong·30 July 2026
(opens original source in a new tab)Rest of WorldWith Moonshot’s free Kimi K3, China changes the sovereign AI playbookGovernments can now deploy top-tier AI locally, bypassing costly U.S. cloud rentals. (opens original source in a new tab)Indranil Ghosh·30 July 2026
(opens original source in a new tab)Rest of WorldWith Moonshot’s free Kimi K3, China changes the sovereign AI playbookGovernments can now deploy top-tier AI locally, bypassing costly U.S. cloud rentals. (opens original source in a new tab)Indranil Ghosh·30 July 2026
(opens original source in a new tab)South China Morning PostAs AI spending soars, can China’s tech giants deliver long-term profits?As US tech giants face growing market scrutiny over their swelling artificial intelligence budgets, China’s top technology firms are confronting a similar reckoning: proving that billions of dollars spent on AI infrastructure will yield sustainable profits. Here is a run down on how Chinese tech giants are navigating the AI monetisation challenge. Why are global investors nervous about ‘big tech’ AI spending? Global market anxiety intensified after Facebook owner Meta Platforms saw its... (opens original source in a new tab)Ben Jiang·30 July 2026
(opens original source in a new tab)PandailyDark Horse Muka Robotics Charges WorldArena With Only 32 Zhenwu 810E GPUs: LJM World Model Achieves Global Second Place Defining the Breakthrough From Video Quality to Physical LogicMuka Robotics LJM Latent Joint-conditional Model achieves WorldArena global #2 at 89.17 Motion Quality with only 32 GPUs, establishing a dual-expert architecture that prioritizes physical understanding over video generation quality. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026
(opens original source in a new tab)PandailyTencent WorkBuddy Monthly Active Users Exceed Alibais Entire AI Product Portfolio, Pushing DingTalk CEO to Launch Qianwen Office in Just 46 Days: The Desktop AI Office Battle Heats UpWorkBuddy 20.97M monthly visits surpass Alibaba QoderWork 7.88M combined portfolio; DingTalk new CEO Chen Yusen launches Qianwen Office from product consolidation in 46 days as competitive response. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026
(opens original source in a new tab)PandailyTencent WorkBuddy Launches Human-Agent Dual Writing: Office Suite Built Into AI Agent With Real-Time Collaborative Editing Across Word Excel PPT and MarkdownWorkBuddy V5.3.5 with Tencent Docs integration enables box-select-and-edit AI collaboration in Office documents, supporting local Office files and cloud documents with contextual multi-modal intelligence. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026
(opens original source in a new tab)PandailyChinese Tech Companies Used to Benchmark Against America, but the World Model Field Has Broken That Pattern: WAIC Panel Says China Now Leads Without a US Counterpart to FollowAt WAIC 2026, Muka Robotics, Shengshu Technology, EvoPhys.ai, and Chengwei Capital discuss how Chinas world model startups now operate without US analogs, turning the conventional catch-up narrative. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026
(opens original source in a new tab)PandailyFrom Assembly Line to Global Intelligent Manufacturing Center: Dongguan Redefines Itself as AI Hardware Capital With 24,000 Companies and Half of Worlds AI Glasses OutputDongguan produces half the worlds AI glasses with 400K+ units in 2025, 24,000 industrial enterprises, 10K+ high-tech firms, national AI pilot base, and 1-hour supply chain for smart manufacturing. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026
(opens original source in a new tab)South China Morning PostFinance firms set to pour more investment into AI amid ‘data divide’ fearsA majority of surveyed global asset management firms plan to raise their artificial intelligence budgets by at least 50 per cent within the next year as the technology transforms the finance industry, a recent study showed. The adoption of AI is also going to have a big impact on labour-intensive operations: 62 per cent of polled fund managers expect transformative change in data generation and summarisation, according to a study released Tuesday by US fintech firm Clearwater... (opens original source in a new tab)Dake Liu·30 July 2026
(opens original source in a new tab)South China Morning PostHow ByteDance’s Seedance model empowers China’s nascent AI comic drama industryAt a video production base in Shenzhen, creators are generating so-called comic dramas using artificial intelligence, compressing months of production down to a matter of weeks. The Moli OPC AI Comic Drama Base, located in the northeastern part of the city, brings together directors, producers and distributors under one roof to capitalise on an emerging content genre: using AI to turn a short comic book or video into a microdrama. China’s AI short-drama market was projected by market... (opens original source in a new tab)Minxiao Chang·30 July 2026
(opens original source in a new tab)PandailyAgiBot WITA-Omni Full-Modal Model Tops DailyOmni Global Leaderboard: Beating Google Gemini, ByteDance Doubao, and Alibaba Qwen at Embodied Cross-Modal UnderstandingAgiBot WITA-Omni scores 85.21 on DailyOmni benchmark, 6 of 8 indicators first place, using Thinker-Talker-Actor architecture that synchronizes speech, action, and expression on a single timeline. (opens original source in a new tab)contact@pandaily.com (Pandaily)·30 July 2026