非金融行业

Alibaba reports Q1 revenue up 9% YoY to ~$40B, meeting est., and net income down 75% to ~$1.6B due to heavy AI spending and weak domestic retail consumption (www.bloomberg.com)
1 day ago Retail Alibaba AI

Sources: China is restricting or delaying exports to Taiwan of germanium- and quartz-based materials used in fiber optics, photonics, and chip manufacturing (asia.nikkei.com)
1 day ago China Taiwan Manufacturing

Sources: Google has told suppliers it plans to move all Pixel phone, smartwatch, and wireless earbud manufacturing out of China in 2027 amid US-China tensions (asia.nikkei.com)
3 days ago China Google Manufacturing

Malaysia's 6% Q2 GDP growth was powered by 7.5% manufacturing growth, driven by chipmaking, and 6.6% construction growth, supported by data center development (www.ft.com)
5 days ago Malaysia Manufacturing GDP

My Thoughts about those July Retail Sales (wolfstreet.com)
6 days ago Retail

JD.com reports Q2 revenue down 2.9% YoY to ~$51.4B and net income of ~$1.1B, above ~$964M est., driven by JD Retail profitability and narrowing food losses (www.bloomberg.com)
8 days ago Retail

Research: over 53M people in China worked as food delivery or ridesharing drivers as of 2025, up 10M in two years, amid accelerating automation in manufacturing (www.ft.com)
8 days ago China Manufacturing

ClearJet, whose AI-enabled logistics service connects shippers with unused cargo capacity on commercial flights, raised a $25M Series B led by Edison Partners (news.crunchbase.com)
9 days ago AI Logistics

Russia pounds key Ukrainian logistics and defense industry sites – MOD (PHOTOS/VIDEO) (www.rt.com)
9 days ago Russia Ukraine Logistics

TSMC and Sony plan to establish Advanced Vision Semiconductor Manufacturing Corp, a $4.69B JV in Japan to make next-gen smartphone image sensors from 2029 (www.reuters.com)
10 days ago Japan Manufacturing Sony

A Data Breach At Shipping Giant Ceva Logistics Is Rippling Across Banks, Retailers, Steam Gamers, and Beyond (yro.slashdot.org)
11 days ago Logistics

Russia hits Ukrainian military logistics in Odessa – MOD (www.rt.com)
12 days ago Russia Ukraine Logistics

Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools (www.wsj.com)
13 days ago Startup AI Manufacturing

Russia strikes military-linked logistics hubs in Kiev – MOD (www.rt.com)
16 days ago Russia Logistics

Source: Apple passed $10B in annual sales in India for the first time in FY 2026, up from $9B in 2024-25 and $6B in 2022-23, as it expands its retail footprint (www.bloomberg.com)
17 days ago India Retail Apple

Russia strikes Ukrainian airfield and logistics sites – MOD (www.rt.com)
22 days ago Russia Ukraine Logistics

Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's selloff, as Samsung and SK Hynix tumble (www.ft.com)
22 days ago Korea Retail Samsung

ASML shares fall 7%+ after a report that a Chinese state-backed company has begun manufacturing DUV machines; Applied Materials fell 6.5%+ and Lam Research 7%+ (www.bloomberg.com)
25 days ago China Manufacturing

Sources: A Chinese state-backed company has begun manufacturing DUV machines, a key step in Beijing's drive to reduce its reliance on foreign chipmaking tech (www.theinformation.com)
25 days ago China Manufacturing

With Manufacturing Poised for Recovery, Layoffs Will Turn Into New Hires (www.heritage.org)
29 days ago Layoffs Manufacturing

TSMC forecasts “several years” of margin dilution as overseas fab projects ramp up; the company has announced $200B in investment into US manufacturing (www.cnbc.com)
30 days ago Manufacturing

Retail traders are shifting from the Magnificent Seven to AI infrastructure stocks, like SK Hynix and Marvell; five of the Mag Seven stocks trail the market YTD (www.wsj.com)
2026-7-21 Retail AI

Retail traders are shifting from Big Tech to stocks boosted by AI like SK Hynix and Marvell; five of the Magnificent Seven stocks trail the market this year (www.wsj.com)
2026-7-20 Retail AI

Americans Splurge Online and at Vehicle Dealers, instead of Buying Homes? YOLO? Retail Sales without Gas Stations Jump for 5th Month (wolfstreet.com)
2026-7-17 U.S. Gas Retail

Lindsey Graham and the Manufacturing of Consent for Genocide (www.juancole.com)
2026-7-15 Manufacturing

Taiwan Strikes Deal to Restore Chip Manufacturing to Arizona (www.heritage.org)
2026-7-14 Taiwan Manufacturing

Intel plans to invest €5B to expand chip manufacturing at its Leixlip facility in Ireland; in 2025, Intel canceled a planned €30B factory in Magdeburg, Germany (www.ft.com)
2026-7-13 Germany Intel Manufacturing Ireland

Good in principle, but China's new military AI logistics are themselves targets (www.aspistrategist.org.au)
2026-7-9 China AI Logistics

SemiAnalysis: Nvidia delays its next-gen AI rack system Kyber NVL144 by 12+ months to 2028 due to PCB manufacturing issues, and cancels its NVL72x2 architecture (www.cnbc.com)
2026-7-6 AI Manufacturing Nvidia

Analysis: ~1M $TRUMP retail buyers lost a combined $3.81B, while ~500K mostly-early wallets captured $4B in gains, a textbook memecoin wealth transfer (www.nytimes.com)
2026-7-5 Trump Retail

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Included Tag(s)

Retail Manufacturing 农业矿业电力 Logistics 家电服务业外贸餐饮军工