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CPCA data: Nov 1-8 China passenger car retail 293,000 units, down 21% YoY, up 2% MoM; YTD retail 15.27 mln, down 22% YoY. Manufacturers’ wholesale 333,000 units, down 20% YoY, up 63% MoM; YTD wholesale 22.704 mln, down 6% YoY. NEV retail 219,000 unit

2026-11-11

CPCA data: Nov 1-8 China passenger car retail 293,000 units, down 21% YoY, up 2% MoM; YTD retail 15.27 mln, down 22% YoY. Manufacturers’ wholesale 333,000 units, down 20% YoY, up 63% MoM; YTD wholesale 22.704 mln, down 6% YoY. NEV retail 219,000 units, down 7% YoY, up 27% MoM; YTD NEV retail 9.088 mln, down 13% YoY. NEV wholesale 262,000 units, down 3% YoY, up 63% MoM; YTD NEV wholesale 13.486 mln, up 9% YoY.

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2026-11-11

Nov 11 — China A-share optical-communications sector ripped higher at the open. Early movers Jianqiao Technology, Rihai Intelligent, Huamai Technology and Qingshan Paper hit daily limits; Taichen Guang, Yuanjie Technology, Xinyisheng, Zhongji Xuchuan

Nov 11 — China A-share optical-communications sector ripped higher at the open. Early movers Jianqiao Technology, Rihai Intelligent, Huamai Technology and Qingshan Paper hit daily limits; Taichen Guang, Yuanjie Technology, Xinyisheng, Zhongji Xuchuang, Lianxun Instruments, Dongshan Precision, Tianfu Communications and Shijia Photonics also rallied. Data show nearly CNY6.0 bln of main-force net inflows into the sector within 30 minutes of the open, ranking first across Shanghai and Shenzhen. Market participants cited an overseas report linking Microsoft as a sentiment positive for Chinese optical-module names. Jianqiao Technology’s senior executive denied recent order-cut reports, saying those claims do not reflect company operations; demand for high‑speed optical modules remains strong, capacity utilization is high, and production and deliveries are proceeding as planned.
2026-11-10

According to the Financial Times, Goldman Sachs also predicts that Anthropic will not turn positive free cash flow until 2030, at which time the company is expected to generate $33.6 billion in free cash flow.

According to the Financial Times, Goldman Sachs also predicts that Anthropic will not turn positive free cash flow until 2030, at which time the company is expected to generate $33.6 billion in free cash flow.
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