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2026-09-23

A poll ahead of a potential second-round presidential runoff in Brazil shows Lula at 47.7% and Flavio Bolsonaro at 47.4%.

A poll ahead of a potential second-round presidential runoff in Brazil shows Lula at 47.7% and Flavio Bolsonaro at 47.4%.
2026-09-23

Market news: Polls in Brazil’s potential second round of presidential elections show Lula with 47.7% support and Flavio Bolsonaro with 47.4%.

Market news: Polls in Brazil’s potential second round of presidential elections show Lula with 47.7% support and Flavio Bolsonaro with 47.4%.
2026-09-23

1. Meta released its AI assistant, Muse, marking the upgrade of AI from a "you ask, I answer" model to an "Agent" era of "helping you get things done." JPMorgan's core judgment: Whoever controls the user's Agent entry point controls the main gate of

1. Meta released its AI assistant, Muse, marking the upgrade of AI from a "you ask, I answer" model to an "Agent" era of "helping you get things done." JPMorgan's core judgment: Whoever controls the user's Agent entry point controls the main gate of consumer demand. Amazon has urgently blocked Muse from accessing its platform, precisely to prevent losing its e-commerce entry point. 2. Computing power is no longer solely dominated by GPUs. JPMorgan points out that Agent background tasks do not require sub-second response times and can be executed using ordinary chips such as CPUs. The demand for AI computing power is shifting from a GPU monopoly to a diversified diffusion across CPUs, storage, networks, and servers. 3. Industries that "profit from user laziness and information asymmetry" should be wary. The report names: video/music subscriptions, insurance, credit card points, payments, and telecom operators—industries that rely on "customers finding it troublesome to switch" or "not understanding the terms and conditions" to maintain profits—will have their profit margins eroded by Agent's automatic price comparison and one-click switching. (JPMorgan report, September 22)
2026-09-23

BofA Securities says China’s AI development is moving from policy vision to commercial reality. The bank notes that, despite gaps in advanced hardware, domestic tech capability and application adoption are rising. Gains in model efficiency and system

BofA Securities says China’s AI development is moving from policy vision to commercial reality. The bank notes that, despite gaps in advanced hardware, domestic tech capability and application adoption are rising. Gains in model efficiency and system optimization could enable commercial deployment ahead of full technological self-sufficiency. BofA adds that technological progress and high-profile listings may broaden China’s investable AI universe, creating diversified commercial opportunities for the domestic AI sector and global supply chains.
2026-09-23

HKEX filing shows Xiaomi Group (01810.HK) repurchased 2.4 mln Class B shares for HK$62.4 mln on Sept 23.

HKEX filing shows Xiaomi Group (01810.HK) repurchased 2.4 mln Class B shares for HK$62.4 mln on Sept 23.
2026-09-23

According to Hong Kong Stock Exchange filings, Xiaomi Group (01810.HK) spent HK$62.4 million to repurchase 2.4 million Class B shares on September 23.

According to Hong Kong Stock Exchange filings, Xiaomi Group (01810.HK) spent HK$62.4 million to repurchase 2.4 million Class B shares on September 23.
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