Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
A 75% jump in capital spending overshadowed 45% growth in Alibaba's cloud unit, while rival Baidu edged higher on the same day.
Alibaba stock fell 7% after investors judged a 75% surge in capital expenditure too steep a price for 45% cloud revenue growth.
Xiaomi's second-quarter print eases fears of smartphone-driven margin compression while Baidu and China Unicom slide, and reports of small Nvidia H200 shipments reaching China reopen the export-control question.
Chinese technology equities are dispersing violently on fundamentals rather than trading as a single macro block. Xiaomi rallied after handset pressure eased, while Baidu and China Unicom fell sharply. Separately, the Financial Times reports Nvidia H200 chips are arriving in China in small volumes, a potentially significant shift in the AI hardware access equation.