As China embarks on its 15th Five-Year Plan (2026-30), the country is witnessing significant advancements across key sectors such as technology, infrastructure, energy, and more.
Major achievements highlights (7)
#ChinaData#
As China embarks on its 15th Five-Year Plan (2026-30), the country is witnessing significant advancements across key sectors such as technology, infrastructure, energy, and more.
Major achievements highlights (6)
#ChinaData#
China's total retail sales of goods and services, a major indicator of the country's consumption strength, increased by 2.6% YoY in the first seven months of 2026.
#ChinaEconomy# #ChinaData#
Big milestone for China's delivery sector!📦China's express deliveries topped 100 billion parcels by June 30, arriving 9 days earlier than last year.
#ChinaData#
During the National Day holiday from Oct 1–7, China saw:
🧳 2.14 billion cross-regional passenger trips, averaging 306 million a day, up 0.6% YoY.
🛂 15.46 million border crossings, up 6.7% YoY.
#NationalDay# #Travel# #ChinaData#
China's #consumer# market showed a stronger move toward smart, health-related, and higher-quality products in the first eight months of 2026, the Ministry of Commerce said on Sunday. Sales growth included:
🔹Smart glasses on major platforms: up 120% YoY
🔹Electrocardiogram monitors: up 75% YoY
🔹Action cameras: up 26.9% YoY
🔹Organic food: up 7.4% YoY
#ChinaData# #ChinaEconomy#
China's railways carried a record 3.32 billion passenger trips in the first eight months of 2026, up 3.9% YoY.
An average of 11,508 passenger trains ran each day, while foreign passenger trips jumped 33.3% to 16.68 million amid growing inbound travel and expanded #visafree# transit policies.
#ChinaData# #Transportation#
this week's major catalysts 👇
sep 14 - china data dump: retail sales, industrial output, house prices
sep 15 - senate cloture vote on the clarity act
sep 16 - fomc decision
sep 17 - us housing data
sep 18 - boj decision + japan cpi
$5.28 TRILLION Nvidia is trading at its cheapest valuation in five years and is set to report earnings on Wednesday.
Here is what is happening around the company right now:
The company guided $91 BILLION in revenue this quarter, excluding China data center sales.
Its customers are sitting on $2.3 TRILLION in AI backlog, per Bank of America.
Its own order book for 2026 and 2027 is worth $1 TRILLION.
Nvidia told its biggest clients this week to expect 15%+ price hikes on AI servers as memory chip costs surge, per Bloomberg.
It paid $6 BILLION to license AI models from startup Poolside and extended job offers to over 100 of its employees.
It partnered with BlackRock, Goldman Sachs and KKR to mobilize over $500 BILLION in AI infrastructure financing.
The $2.5 BILLION China smuggling probe just cleared its senior management.
The stock is up just 21% this year while the semiconductor sector is up 63%.
Polymarket gives a 95% chance Nvidia beats Wall Street's earnings expectations again.
OpenAI announced a chip designed to reduce its dependence on Nvidia this morning and Nvidia responded with the biggest quarter in semiconductor history
Revenue hit $96.2 BILLION against a $92 BILLION estimate, up 106% year over year
Data Center alone brought in $89 BILLION, now making up 92% of all Nvidia revenue
Q3 guidance came in at $108 BILLION with zero China data center revenue included
Supplier commitments EXPLODED from $119 BILLION to $279 BILLION in a single quarter driven almost entirely by memory procurement
Vera Rubin is now in full production
AWS will deploy 2 MILLION additional Nvidia GPUs across its global infrastructure in 2027-2028
Three customers made up 44% of first-half revenue
Jensen Huang: "AI has reached its inflection point"
The stock dropped 4% after hours, the 5th drop after earnings in 6 quarters
$5 TRILLION company with 106% growth and record guidance, and the market STILL sold it