The 10-year yield fell 5 basis points to 1.485%.

Chassis Supply Chain's "iPhone Moment": China's Tier 1 Shift as LeeKr Emerges

Over the past decade, China's electric vehicle (EV) industry has evolved from a niche experiment into a leading force in the global automotive landscape. In the first ten months of 2025, China exported over 2 million EVs, nearly double the year-earlier figure. From European city streets to Southeast Asian highways and Latin American urban centers, Chinese EVs have emerged as one of the most prominent symbols of a new era of “Made in China.”

Alibaba (阿里巴巴) and Tencent (腾讯) Earnings Reports Signal AI Expansion; Platform Enterprises Accelerate Global Layout

On May 13, Alibaba (阿里巴巴) and Tencent Holdings (腾讯控股) released their latest financial reports, with computing power and AI expansion becoming the primary focus of market attention. Simultaneously, JD.com (京东) and Pinduoduo (拼多多) are accelerating brand expansion in the cross-border e-commerce sector, while Meituan's (美团) international food delivery business continues to progress.

Zeekr 9X (极氪9X) to Expand Overseas in Q3, Entering Middle East, Central Asia, and European Markets as First Batch

According to the Q1 2026 earnings call held today by Geely Automobile (吉利汽车 / 0175.HK), the Zeekr 9X (极氪9X) model will officially launch its overseas layout in the third quarter of this year, with plans to gradually enter the Middle East, Central Asia, and European markets starting from September.

BYD (比亚迪) in Talks to Take Over Idle European Factories, Accelerating Localized EV Manufacturing

According to reports, BYD (比亚迪) is currently in negotiations with the Stellantis (斯特兰蒂斯) Group and several other European automakers, planning to take over idle automotive plants in regions such as Italy to utilize existing European production capacity for the advancement of localized electric vehicle (EV) manufacturing.

Who is Leading in Embodied AI?

Over the past year, the heat in the Embodied AI sector has not dissipated but has instead become more "realistic".