AI / Large Models
Alibaba Tongyi Qianwen 3.8 Max official version launched, claiming code capabilities surpass DeepSeek
It topped the Zhihu hot list, with 299 discussions on HN, where user controversies focused on the reliability of code generation and the stability of reasoning logic.
Multiple South Korean companies released self-developed AI models by the end of July, claiming performance superior to DeepSeek
Local South Korean manufacturers collectively launched LLM products, officially claiming benchmarks exceed DeepSeek, but no third-party validation has been seen.
> Hot Reviews: The domestic AI arms race has shifted from China-US to China-South Korea, with benchmarks becoming a facade for manufacturers.
Crypto / Web3
Binance announces delisting of six cryptocurrencies: ACX, HFT, PIVX, PYR, VANRY, VIC on August 17
The total market value of the six cryptocurrencies is less than 70 million USD, poor liquidity is the main reason, with PYR and PIVX only having a market value of 3.5 million USD.
> Hot Reviews: The "Alzheimer's cleanup day" of the crypto circle is here again; having a market value of 3.5 million being listed on Binance is in itself a miracle.
Chips / Hardware
CSI 50 Index plummets over 5%, Zhaoyi Innovation hits the limit down
The semiconductor sector experiences a collective sharp decline, while the nuclear power sector rises against the trend.
Apple MacBook Air affected by global memory shortage
The strained DRAM supply impacts consumer product lines, delivery cycles are extended.
World's hottest storage ETF re-allocates to Changxin Technology
Roundhill Memory ETF (DRAM) raises Changxin Technology's weight to 2.52%, becoming the eighth largest holding, while Zhaoyi Innovation's weight drops to 1.51%.
Technology Companies
Xiaomi's Pengcheng n70 max full network ban on interior reviews raises questions
Zhihu hotness at 1.34 million, users speculate there may be quality control issues with the interior materials, Xiaomi's official response is absent.
Smartphone market drops 3% in 2026, Huawei rises against the trend by 24%
The domestic smartphone market shows a stark contrast, with Huawei being the only major brand with positive growth.
Samsung shrinks mobile layout in China, stores with monthly sales below 300,000 yuan to be exited
Samsung's market share in China continues to shrink, accelerating exit from offline channels.
Google DeepMind launches Lyria 3.5 music generation model
The new version shows improvements in musicality, lyrics, vocals, and creative control, integrated into Google Flow Music.
Xbox prices in Europe raised by up to 200 euros
In the UK, increases are as high as 170 pounds, with Microsoft not specifying reasons.
US Stocks
Oil prices plummet as investors digest ceasefire signals from Iran
The market anticipates a calming of the situation in the Middle East, with a notable drop in WTI crude oil in a single day.
Hot Discussion: The WSB community begins to discuss the "recovery" path for oil futures longs that got trapped.
Korean KOSPI crash triggers "fear of missing out reversal"
Investors are relieved they did not enter the market, with "JOMO" (Joy of Missing Out) sentiment spreading.
Japan's Nikkei index down 2% in today's trading
Asian stock markets generally under pressure, with rising risk-averse sentiment.
> Hot Review: Retail investors are still studying "JOMO," while institutions have long since converted to cash.
Finance / Macro
Housing provident fund regulations welcome major revisions, renovation and property management fees included in withdrawal scope
Flexibly employed individuals can voluntarily contribute, with Zhihu discussions heated at 4.7 million.
Argentinian President Milei launches "Make Argentina Great Again" reform, banning central bank financing for the government
He actively puts on the "fiscal shackles," market reactions are mixed, with Zhihu discussions at 940,000.
Saudi Red Sea port in Yanbu lifts five super-sized oil tankers in one day, the highest record since the Houthi threat
Satellite images indicate the port might be returning to normal operational capacity.
Since the start of the Iran war, nearly 200,000 pounds of fuel stolen daily in the UK
Surging energy prices have spurred a wave of gas station thefts.
ECB indicates the Iranian war has a particularly severe impact on Eurozone consumption
The energy price shock is transmitted to the consumption end, obstructing economic recovery.
New Products / New Trends
1.55-liter dumbbell-shaped mineral water becomes popular, creative design sparks discussion
Zhihu hotness at 1.76 million, users debate whether they are willing to pay a creative premium.
Today's Underlying Theme
Tongyi Qianwen 3.8 Max and the South Korean AI models were released simultaneously, both essentially represent the "benchmark race for the top" narrative of localization; Binance's delisting of small cryptocurrencies, like the global memory shortage, reminds the market: in an era of tightening liquidity, both technology and finance see marginal assets mercilessly cleared out. Meanwhile, Argentina's ban on central bank money printing, the UK's fuel theft, and the shrinkage of European consumption all point to the same truth—the global energy shock has never truly ended; it has merely transmitted from oil prices to every capillary of the real economy.
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