36kr.com
40 articles · April 6, 2026 – April 24, 2026
Goldman Sachs Warning : S &P 500 Now Half an AI Index
AI - relate d stocks now represent 45% of S&P 500 market value , nearly dou bling from 25 % in late 2022 — a critical signal for business lea
Report : 65 % of Small Transactions Now Occur on Mobile
Mobile devices now account for over 60 % of small transactions , with high - value purchases following suit . The window for traditional off
Multiple Banks Innov ate Financial Services for Human oid Robot Track
Multiple banks are innov ating financial services for the humanoid robot sector , acceler ating capital deployment signals industry consoli dati
Global AI Optical Transceiver Module Market to Reach $26B by 2026
Global AI optical transceiver module market projected to reach $26 billion by 2026 with 57% YoY growth. For manufacturers : optical supply chains are
ByteDance's 2025 Overseas Revenue Hits Record High Amid 70% Net Profit Decline from AI Investment
ByteDance's net profit plummeted over 70% in 2025 due to massive AI investments—a signal that the entire industry 's profit logic is being rewritten.
Shanghai Targets '10+20 +X' Industrial Internet Platform Ecosystem by 2028
Shanghai government establishes benchmark platforms across new energy vehicles and semiconductors. Regional manufacturers face dual risk of order an
Lyoneer Information: Q1 Net Profit Surges 241% YoY Amid AI- Driven Chip Price Rally
AI demand ignites memory chip and passive component price surge; Lyoneer Information's quarterly net profit explodes 241%—upstream price increases
Meta's May 20 Lay offs Signal AI-Driven Workforce Restructuring Era
Meta's 10% global workforce reduction (~8,000 employees) explicitly tied to AI progress signals systematic labor displacement, forcing executives to
Zhiyuan Robotics Unveils 358 Grand Plan, Targets 100B+ Revenue by 2030
Zhiyuan Robotics announces 100 billion yuan revenue target by 2030 as embodied AI transitions from lab to factory floor —manufacturers must decide: b
Amap to Launch First Quad ruped Robot: Embodied AI Hardware War Begins
Alibaba's Amap announces first quadruped robot launch , signaling embodied AI hardware competition. Factory automation procurement windows narrowing
Senior Investors Declare: AI Valuation Logic Shifts from Narrative to ROI Fundamentals
Top investors including Zhu Xiaohu announce that in 2026, AI valuations will shift from narrative-driven to ROI-driven models. Projects unable to de
Spring Hiring Battleground: AI Talent War Threatens Traditional Business
Spring hiring data reveals AI capability has become the core driver of salary premiums. Traditional SMEs failing to restructure talent will lose re
Qiming Xingchen's Net Profit Surges 3281%: Domestic Replacement Signal in Cybersecurity
Qiming Xingchen's Q1 net profit surged up to 3281% YoY, driven by China Mobile synergy and cloud security expansion. Traditional IT procurement decisi
Honor Robots Run Marathon: The Starting Gun for Embodied AI Mass Production
When major consumer electronics brands enter robotics, it signals supply chain migration toward embodied AI hardware, with contract manufacturer order
Smart Cockpit Homogenization Crisis: LLMs Reshape Competition Across 200+ Vehicle Models
Over 200 vehicle models feature cockpit interfaces with 95%+ similarity. Large language models are breaking this deadlock—whoever establishes differen
Tesla FSD Lands in Europe: Commercial Signal of Autonomous Driving Regulatory Breakthrough
Netherlands becomes first European nation to approve Tesla FSD; regulatory breakthrough signals autonomous driving commercialization map is being redr
Didi Robotaxi Accelerates Full-Scale: The Taxi Industry's Three-Year Countdown
Didi's autonomous driving has achieved round-the-clock fully driverless passenger testing in Guangzhou and Beijing. Traditional taxi and ride-hailing
Raised $33M in Seed Funding Only to Burn It All: The 22-Month Survival Crisis of an AI Startup
Yupp raised $33M in seed funding only to shut down in 22 months, revealing AI's cruelest law: tech iteration speed can outpace capital burn rate, maki
Musk v. OpenAI: The Century-Legislation Case That Will Rewrite AI Industry Rules
The OpenAI nonprofit-to-profit conversion is more than a legal dispute—it will determine whether AI giants can raise unlimited capital, directly impac
MIIT's 'AI+Manufacturing' Scene List: Policy Dividends and Countdown for Factory Owners
MIIT to publish AI+ high-value manufacturing scene list, with government defining benchmarks and eliminations—factory owners must choose: enter proact
Internet Valuations Hit Bottom: AI Narrative Reshapes Sector Bifurcation at Breakneck Speed
CITIC Securities determines internet sector valuations have fallen to historical lows. AI narrative bifurcation is forcing every executive to make a c
Japan Bets $16B on Chips: Can Rapidus Break TSMC's Monopoly
Japan injects over $16B into startup Rapidus for autonomous AI chip supply chain, forcing Chinese manufacturers to reassess chip procurement and capac
Alibaba Cloud's 100K Chips Enter: Reshaping Autonomous Driving R&D for 30 Auto Makers
30 auto companies have moved autonomous driving R&D to Alibaba Cloud with record self-developed chip scale, forcing a critical decision: build own com
Mass Production of AI Dimming Glass: The Battle for Smart Positioning in the Automotive Supply Chain
XPeng and Fuyao have jointly mass-produced AI dimming privacy glass, forcing traditional automotive glass suppliers to choose between technological up
Humanoid Robot Championship Victory: Factory Owners' 'Final Decade' Countdown
Xingdong Era wins three events at Global Embodied Robot Olympics, dexterity capabilities breaking through critical thresholds—manufacturing bosses mus
TSMC Monthly Revenue Surges 45%: The Real Bill of the AI Chip Arms Race
TSMC's monthly revenue hits NT$415.1B, a 45% YoY surge—this isn't a financial report number. It's an alarm bell: AI computing demand is reshaping glob
Alibaba's HappyHorse Takes the Crown: A Moment of Reshaping the Video Generation Landscape
The anonymous model HappyHorse has surged to the top of text-to-video rankings with a score of 1332, marking another victory for the Alibaba ecosystem
Lenovo Swallows Infinidat: Countdown to Enterprise Storage Market Reshuffling
Lenovo completes high-end storage portfolio, SMB IT procurement set for reshape—vendor options may narrow or cost more within 18 months.
Brain-Computer Interface Speeding Up: The Next Decade's Do-or-Die Moment for Medical Device Makers
The "15th Five-Year Plan" lists brain-computer interfaces as a future industry. Accelerated clinical translation means traditional rehabilitation devi
Humanoid Robot Unicorn: The Next Existential Crisis for Manufacturing Bosses
Qizhong Robotics closes $200M Series B at $1B+ valuation as Luxshare Precision makes strategic entry—signaling humanoid robots are moving from lab to
Guangdong Eases Cross-Border Business Rules for HK/Macau Sole Traders
Guangdong opens more industries to HK/Macau sole traders in GBA and streamlines cross-border payment settlement.
Shandong State Fund Raises Registered Capital 237% to RMB 8.5B
Shandong Caijin Xinrong Investment Holdings raises registered capital from RMB 2.52B to 8.5B, signaling expanded state investment mandate.
Hainan Duty-Free Sales Rise 14.8% During Qingming 2026 Holiday
Hainan duty-free shopping hit ¥279M over Qingming 2026, with shoppers and units sold up 19.6% and 10.1% respectively.
Apple Foldable iPhone Faces Engineering Delays, Sources Say
Reports indicate Apple's foldable iPhone has hit engineering obstacles that could push back its shipping timeline.
Chinese Yuan Midpoint Rate Rises 75 Basis Points Against USD
PBOC sets CNY/USD midpoint at 6.8854 on April 7, a 75 basis point increase from prior session.
China Central Bank Conducts 500M Yuan 7-Day Repo at 1.40%
PBoC injects 500M yuan via 7-day reverse repo at 1.40% rate on April 7, signaling liquidity stance.
China A-Share Indices Open Higher Led by Shipping and Chemicals
Shanghai and Shenzhen indices open 0.1–0.42% higher, with shipping and fine chemicals leading gains.
Ex-Disney Engineer and Midjourney Co-Founder Build DIY Bionic Robot Éloi
Animotion Robotics launches Éloi, a modular DIY bionic robot with emotional memory chips and imperfect AI behavior.
US Markets Rise April 6: Tech Stocks Lead, Chinese ADRs Split
Dow +0.36%, Nasdaq +0.54%, S&P 500 +0.44%; Amazon, Google, Apple up 1%+; Chinese ADRs mixed.
Honor & JD.com's AI Robot Deal: What Solo Builders Can Learn
Honor and JD.com signed a $14B 3-year AI and robotics deal with C2M product co-creation at its core.