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U.S. Soybean Farmers Driven to the Edge by Tariffs, Losing Their Largest Export Market

Accident at World’s No.2 Copper Mine Tightens Supply and Lifts Copper Prices — Hong Kong Concept Stocks Included

U.S. Proposes Removal of $25,000 Day‑Trading Equity Threshold

U.S. Initiates Section 232 Probes into Imported Robots, Industrial Machinery and Medical Equipment

China Retains Position as EU’s Largest Supplier of High‑Tech Goods in 2024

Midea’s European AC Sales Jump 35% as Heatwaves Lift Demand and Overseas Mix Offsets China Softness

Midea Group’s air-conditioner sales in Europe surged 35% year over year in the first half of 2025 amid repeated heatwaves, helping lift overseas revenue to 43% of group sales and cushioning a slower domestic market. The performance highlights how climate-driven demand, energy-efficient product upgrades and multi-channel distribution are reshaping the company’s geographic mix and earnings resilience.

Hengrui’s Fifth Licensing Deal of 2025 Signals a Scalable China-to-Global R&D Model

Jiangsu Hengrui Pharmaceuticals inked its fifth licensing transaction of 2025 by granting India’s Glenmark exclusive rights to develop and commercialize the next-generation HER2-targeting antibody-drug conjugate trastuzumab rezetecan (SHR-A1811), a move that lifted Hengrui’s shares and underscored its strategy of monetizing innovation through ex-China partners.

Zijin Gold delays US$3.2 billion Hong Kong listing as Super Typhoon Ragasa hits

Zijin Gold International postponed key IPO milestones by roughly a day as Super Typhoon Ragasa disrupted Hong Kong, pushing back the close of bookbuilding and nudging the trading debut to September 30. The deal, set to raise about US$3.2 billion, remains on track, but the adjustment highlights how extreme weather can ripple through capital-markets logistics even as infrastructure resilience improves.

Huawei readies domestic computing clusters to power China’s AI projects

Huawei is rolling out large-scale computing clusters built on its Ascend processors and supporting software stack to serve China’s booming AI workloads, positioning a full-stack alternative to U.S. platforms restricted by export controls. The build-out pairs data-center hardware with ModelArts-style development tools, heterogeneous scheduling and ecosystem partnerships so enterprises can train and deploy models at scale on Chinese silicon.

NVIDIA Commits $100 Billion to OpenAI in Landmark AI Infrastructure Deal

NVIDIA’s phased $100 billion investment will fund OpenAI’s data centers primarily through leased GPUs, underscoring massive demand for AI computing while raising questions about the sustainability of its capital-intensive model.

AI Momentum Powers Longest Winning Streak for Chinese Tech Stocks

Chinese tech shares surged again, with the Hang Seng Tech Index on track for its longest winning streak ever, driven by AI momentum, policy support, and strong gains in JD.com, Xiaomi, and Baidu.

China Pushes Global Gold Strategy to Challenge Western Financial Hubs

Beijing is promoting a new gold custody system through the PBOC and Shanghai Gold Exchange, aiming to attract central banks to store reserves in China, reduce reliance on the U.S. dollar, and expand the renminbi’s international role.

Alibaba Expands AI Investment Beyond $50B as Shares Hit 4-Year High

Alibaba’s stock surged after CEO Eddie Wu unveiled plans to boost AI spending well above its $53 billion pledge, reflecting China’s race to build homegrown AI models and infrastructure amid rising global competition.

Apple Stock Faces Modest Gains After Analyst-Driven Surge

Apple shares paused after a major rally sparked by optimism over iPhone 17 demand, while Nvidia, Metsera, and Oracle also posted notable market moves.

Boeing Aircraft Deal Poised as Key Element in US-China Trade Talks

The US and China are close to finalizing a major Boeing aircraft purchase that could anchor a broader trade agreement, while related disputes over soybeans, TikTok, and tariffs continue to shape negotiations.

Chery Automobile Shares Explode in Hong Kong Debut Following $1.2 Billion IPO

Chinese automaker Chery Automobile's shares jumped more than ten percent in their Hong Kong debut after a $1.2 billion IPO. The deal, the second largest this year, was highly oversubscribed, reflecting investor confidence in Chery’s electric vehicle expansion. The company plans to dedicate 35% of proceeds to R&D and 25% to next-gen vehicle development.

Powering Down the AI Boom: TSMC's New Strategy Aims for 10x Energy Efficiency with AI-Driven Chip Design

TSMC, a major chip manufacturer for Nvidia, unveiled a new strategy to make AI chips more energy efficient by roughly ten times. This involves using AI-powered software from partners like Cadence and Synopsys to design next-gen chiplet packages. The AI tools proved far faster and found better design solutions than human engineers. The move addresses the high consumption of AI servers and the physical limits of current chip connectivity.

COMAC’s C919 Jet Deliveries Fall Short, Exposing Supply Chain Bottlenecks

China's COMAC has missed delivery targets for its C919 jet, handing over only five aircraft from an expected 32. The company has reportedly slashed its production goal from 75 to 25 planes for the year, exposing supply chain bottlenecks and reliance on foreign components. These delays hinder COMAC's international ambitions to compete with Western rivals.

Standoff in Beijing: U.S.-China Delegation Faces Unresolved Disputes Over Critical Issues

The first U.S. House delegation to China since 2019 concluded with key issues unresolved. The dispute over rare earth supplies remains a persistent irritant, and matters concerning TikTok's algorithm are "not 100% resolved." However, progress was noted on a potential Boeing deal, and both sides agreed on the need for increased military and diplomatic dialogue to stabilize relations.

China Keeps Lending Rates Unchanged for Fourth Straight Month

China’s central bank kept its one-year Loan Prime Rate at 3.35% and five-year LPR at 3.85% in September, the fourth straight month without changes. The move reflects a cautious stance as policymakers balance weak domestic demand and property sector stress against risks of yuan depreciation and capital outflows. Markets see this as a “wait-and-see” approach, with potential for selective easing later in 2025 if growth slows further.

Ascletis’ ASC47 aims to amplify semaglutide’s weight-loss effect

Ascletis Pharma reported early human data indicating its long-acting obesity drug candidate ASC47 can enhance the weight-loss effect of semaglutide while improving tolerability. In a small U.S. study of 28 adults with obesity, a four-week course of ASC47 plus semaglutide produced a 56.2 per cent greater relative reduction in body weight versus semaglutide alone, with markedly lower rates of vomiting.

Hong Kong firms seize new LPR hedging under Swap Connect

Hong Kong corporates are moving quickly to use a new Swap Connect feature that references China’s one-year loan prime rate (LPR), giving treasurers a benchmark aligned with onshore lending to manage renminbi interest-rate risk. Early adopters include Henderson Land, which executed an LPR-based swap via HSBC as the enhancement, announced in May by mainland and Hong Kong regulators went live this week.

Berkshire Hathaway Fully Exits BYD After 16-Year Investment

Warren Buffett’s Berkshire Hathaway has sold off its remaining stake in BYD, ending a long-term investment first made in 2008 after years of trimming its holdings as the Chinese EV maker’s stock surged.

Trump Floats Murdochs, Dell, and Ellison in Potential TikTok Deal

Donald Trump said billionaires Rupert and Lachlan Murdoch, Michael Dell, and Larry Ellison could be part of a U.S. consortium seeking control of TikTok as negotiations with China continue.

Precious Metals Post Weekly Gains, Palladium Lags

Silver gained about 1.3%, platinum added 0.3%, and palladium rose 1.4% during the week, though palladium still ended lower overall, reflecting weaker fundamentals compared with other precious metals.

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