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Industry
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China's Producer Price Index (PPI) rose 3.8% year-on-year in August and 0.4% month-on-month.
The National Bureau of Statistics reported that during the same period, industrial producer purchase prices rose by 5.8% year-on-year and 0.3% month-on-month.
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Profits of China's industrial enterprises above designated size increased by 17.6% year-on-year from January to July, with profits in the integrated circuit industry surging by 18.5 times.
According to data released by the National Bureau of Statistics of China on August 27, from January to July, the total profits of industrial enterprises above designated size nationwide reached 4,582.
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Thompson Research Group CEO Kathryn Thompson suggests investors shift AI focus from chips to "old school" industrial themes, projecting over $5 trillion in spending.
Kathryn Thompson, Partner and CEO of Thompson Research Group, argued that markets are overly focused on near-term chip pricing, missing the massive industrial rebuild driven by AI. She projects over $
-
China's Producer Price Index (PPI) rose 3.8% year-on-year in August and 0.4% month-on-month.
The National Bureau of Statistics reported that during the same period, industrial producer purchase prices rose by 5.8% year-on-year and 0.3% month-on-month.
-
Profits of China's industrial enterprises above designated size increased by 17.6% year-on-year from January to July, with profits in the integrated circuit industry surging by 18.5 times.
According to data released by the National Bureau of Statistics of China on August 27, from January to July, the total profits of industrial enterprises above designated size nationwide reached 4,582.
-
Thompson Research Group CEO Kathryn Thompson suggests investors shift AI focus from chips to "old school" industrial themes, projecting over $5 trillion in spending.
Kathryn Thompson, Partner and CEO of Thompson Research Group, argued that markets are overly focused on near-term chip pricing, missing the massive industrial rebuild driven by AI. She projects over $
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