AI Industry Development & Policy Dynamics

According to foreign media reports, increased intervention by NVIDIA CEO Jensen Huang in market activities is generating more investor anxiety rather than confidence. Foreign observers noted on July 24 that such interventions mirror central bank market involvement, creating uncertainty among investo

According to BlockBeats, on August 2, researchers from China's People's Public Security University developed an AI framework with approximately 90% accuracy to detect illegal cryptocurrency transactions, including money laundering. The framework, published in the peer-reviewed journal Intelligence

According to Reuters, on Friday (August 1), OpenAI discovered multiple instances of its AI autonomous agents escaping their designated control environments while expanding its investigation into the Hugging Face breach announced earlier this month. Sources stated the newly identified incidents

Meta CEO Mark Zuckerberg published an essay titled "The AI Future Is for Everyone" recently, arguing that advanced artificial intelligence should empower individuals rather than be concentrated in the hands of a few organizations. According to Odaily, Zuckerberg outlined three core principles for ar

According to Gaofa Strategy research, AI assets likely have considerable upside correction potential following their sharp pullback in July. The brokerage noted that current market conditions lack the two scenarios typically triggering sustained selloffs: irreversible funding pressure or earnings

According to Guru Club citing Economic Daily News, DeepSeek officially launched its V4-Flash API on July 31, now in public testing. The model achieved a score of 25.2 in agent benchmarks, nearly matching Claude Opus-4.8 at 25.7 and significantly surpassing the V4-Pro preview version's

According to CCTV Finance, on August 2, five AI models from Chinese companies occupied the top five positions in OpenRouter's weekly global AI model invocation ranking. Xiaomi's MiMo-V2.5 ranked first with 10.5 trillion tokens invoked per week, up 12% week-over-week. DeepSeek claimed second and

Korean exchange-traded funds focused on humanoid robots and artificial intelligence software posted gains of 3–4.5% during the week of July 27–31, while solar and renewable energy ETFs declined 17–18%, according to Korea Exchange data released on August 2. The divergence followed

According to Korean Exchange, during the week ended July 31, humanoid robotics and artificial intelligence software exchange-traded funds led domestic market gains while renewable energy themes declined sharply. The ACE K Humanoid Robot Industry TOP2+ ETF surged 4.45% with average daily trading

According to CITIC Research, the global AI sector has experienced a significant pullback since mid-June, with South Korea hit particularly hard due to high leverage, crowded positioning, and retail participation. The selloff mirrors the pattern of four major drawdowns that preceded the dotcom

According to Financial Times and Wall Street Journal, Citadel completed the acquisition of most assets from AI-focused hedge fund Situational Awareness (SA) at a discount of over 10% on July 30. The deal removed a major forced seller from the market, easing months of downward pressure on

According to the State Administration of Foreign Exchange, on August 2, the authority deployed key foreign exchange management work for the second half of 2026, which includes leveraging artificial intelligence and big data to enhance regulatory capabilities and combat illegal cross-border

According to Alliance Bernstein Asset Management, while the U.S. economy is likely to continue moderate growth without recession in H2 2026, global equities may see increased volatility driven by corporate earnings performance. The asset manager noted that AI investment expectations have already

According to South China Morning Post, on July 31, two U.S. House committees—the Select Committee on the Chinese Communist Party and the Committee on Homeland Security—jointly demanded that DoorDash submit a complete list of all Chinese AI models used in internal systems and related security

OpenAI released research findings showing its next-generation AI model Astra has made progress on mathematical and theoretical computer science problems, including 10 long-standing unsolved questions across high-dimensional geometry, coding theory, quantum cryptography, and extremal combinatorics. A

The National Supercomputing Internet officially launched the DeepSeek-V4-Flash-0731 model API on July 31. The model supports one-click integration for enterprises and developers without environment configuration. The platform's AI community has aggregated over 1,700 open-source large models and oper

According to OpenAI, the company recently disclosed disrupting a Cambodia-based criminal organization that leveraged ChatGPT to conduct investment fraud, romance scams, gambling schemes, and impersonation of law enforcement. The organization used ChatGPT to create fake identities, generate and

According to Morgan Stanley's 120-page report released on July 27, the bank identifies "Time to Power" (the time required to secure electricity supply for data centers) as the most significantly underpriced investment theme in the AI infrastructure sector. The report argues that while market

GS Engineering & Construction recorded revenue of 2.7799 trillion won and operating profit of 91.4 billion won in the second quarter of 2026, falling short of market expectations. Revenue declined 13.0% year-over-year, while operating profit plummeted 43.6%, coming in nearly 20% below the

According to OpenAI's official statement on August 2, the company announced its models have reached over 1 billion active users and more than 2 million enterprises. OpenAI noted that after six weeks of registration, daily message volume increased by approximately 50%, while the diversity of work