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11/6(五)
‘Speed up’: US ag exporters urge faster progress on trade d…
As the midterm “blue wave” threatens to further complicate US-China relations, American agricultural exporters are calling on Washington to focus on delivering the trade deals already agreed with Beijing and ending a period of damaging policy uncertainty. With shipments of key products such as soybeans needing to be planned months – or sometimes an entire year – ahead, US farmers are in need of stability after last year’s trade war. “Agriculture is ... an industry with long production cycles, so...

Democratic Congress to guard US’ Taiwan policy and press Tr…
The Democratic US Congress may push for faster arms sales to Taiwan following the party’s resounding midterm election victories, but there will be no fundamental shifts in broader US policy towards the island, according to analysts. And if the likely next House speaker, Hakeem Jeffries – a long-time supporter of Taiwan – “crosses the red line” on the issue, Beijing was expected to take strong countermeasures, one analyst said. “A Democratic-controlled Congress will ramp up pressure on Trump to...

China’s AI models, led by Kimi, rule open-source enterprise…
Chinese artificial intelligence models led by Moonshot AI’s Kimi family accounted for nearly nine-tenths of estimated global enterprise spending on open-source systems, according to a new study, even though proprietary US rivals continue to capture the vast majority of overall revenue. The report, released this week by Silicon Valley venture capital firm Menlo Ventures, said Chinese AI systems accounted for 89 per cent of global enterprise spending on open-source models. Kimi led with a 61 per...

Could a paused US blacklist rule signal room for progress i…
Ahead of a new round of bilateral trade talks, the US has extended the suspension of an expanded trade blacklist that helped inflame tensions with China last year and could subject overseas subsidiaries of Chinese companies to greater scrutiny. The US Bureau of Industry and Security (BIS) issued a final rule on Thursday extending the suspension of its 50 per cent affiliate rule until January 10, when the current US-China trade truce is also set to expire. If implemented, the measure would extend...

Family Business Summit day 2 tackles US-China ties, Asean,…
The Family Business Summit wrapped up on Friday with delegates weighing China-US relations, Southeast Asia’s growth trajectory and the Russian economy, against a backdrop of geopolitical flux shaped by Washington’s post-midterm political landscape and expected high-level diplomacy at this month’s Apec forum. The South China Morning Post and Blue Pool Capital co-hosted the fourth edition of the summit, with UBS as the presenting partner. The two-day closed-door event in Hong Kong served as a...

鉅亨速報 - Factset 最新調查:沃達丰電信公司(VOD-US)EPS預估下修至1.29元,預估目標價為16.8…
根據FactSet最新調查,共10位分析師,對沃達丰電信公司(VOD-US)做出2027年EPS預估:中位數由1.32元下修至1.29元,其中最高估值1.93元,最低估值0.9元,預估目標價為16.84元。※本篇提及EPS與營收的單位均為「美元」市場預估EPS預估值2027年2028年2029年20

A taste of time: The Macallan opens a new chapter in Spain
[The content of this article has been produced by our advertising partner.] When a whisky is poured, it marks a journey through time. “We take very simple ingredients – oak, grapes to make sherry, and barley to make spirit,” says Euan Kennedy, Lead Whisky Maker for The Macallan. “We bring them together in a cask and leave them for many years. Those simple ingredients from nature are transformed, through time, into something remarkable and really special.” Sherry-seasoned oak is central to the...
#South China Morning Post#News#Opinion#China#Hong Kong#World

From the sky to the wrist: how perpetual calendars work
Since the earliest times, humans have looked to the skies to measure time. The movements of the sun, moon and stars helped them determine the precise day, date and time, something that still inspires wonder – from children gazing up at the night sky to astronomers charting distant galaxies. Perpetual calendars, including those crafted by Audemars Piguet, translate the principles of astronomy and the Gregorian calendar into high watchmaking – an intricate blend of art, mechanics and design. At...
#South China Morning Post#News#Opinion#China#Hong Kong#World

Opinion | Chances are, US-China truce will be extended at S…
At their October meeting in South Korea last year, US President Donald Trump and Chinese President Xi Jinping, recognising mutual vulnerability to export restrictions, agreed to suspend some of the most draconian measures they had imposed on each other: US port fees on Chinese-built vessels and Chinese export controls on rare earths. They also announced further summit-level talks. The leaders have since met twice: Trump visited Beijing in May, Xi visited Washington in September. They are...

Beyond the Exhibition Hall: AWE’s Waterfront Debut Offers a…
[The content of this article has been produced by our advertising partner.] From private jewellery viewings to stepping aboard a yacht, the Festival of Connoisseurs took visitors beyond the conventional exhibition hall. This luxury festival is the first exhibition supported by a HK$100 million government fund, spearheaded by the Commerce and Economic Development Bureau to attract large-scale, distinctive international exhibitions to Hong Kong. It brought yachts, prestige cars, jewellery and art...
#South China Morning Post#News#Opinion#China#Hong Kong#World

鉅亨速報 - Factset 最新調查:艾默生電氣EMR-US的目標價調升至187元,幅度約3.89%
根據FactSet最新調查,共27位分析師,對艾默生電氣(EMR-US)提出目標價估值:中位數由180元上修至187元,調升幅度3.89%。其中最高估值208元,最低估值140元。綜合評級 - 共有33位分析師給予艾默生電氣評價:積極樂觀22位、保持中立9位、保守悲觀2位。艾默生電氣今(6日)收盤價

US sanctions Chinese firms over alleged military supplies t…
The United States has imposed sanctions on two Chinese companies it accuses of supplying equipment and components to Cuba’s military, as Washington intensifies pressure on Havana’s foreign suppliers and expands its authority to target businesses operating on the island. The US State Department said on Thursday that China National Electronic Import and Export Company, or CEIEC, and Beijing H&C Technologies had worked with Cuban arms procurement company Sociedad Mercantil Duna to supply...

盤中速報 - 貝克休斯(BKR-US)大跌5.07%,報47.34美元
貝克休斯(BKR-US)截至台北時間06日01:29股價下跌2.53美元,報47.34美元,跌幅5.07%,成交量5,570,545(股),盤中最高價50.07美元、最低價47.34美元。美股指數盤中表現道瓊指數:-2.78%S&P 500指數:-3.56%NASDAQ指數:-4.73%費城半導體指

11/5(四)
Why the next US House speaker won’t follow Nancy Pelosi’s T…
The Democrat expected to become US House speaker has met Taiwan’s former leader and backed legislation supporting the island yet is unlikely to follow Nancy Pelosi’s example in pursuing high-profile engagement with Taipei, analysts said. Hakeem Jeffries, the House’s top-ranking Democrat, announced his bid for the speakership on Wednesday after Democrats won a majority of seats in the US midterm elections. He is poised to officially become House speaker following a floor vote on the first day of...

Opinion | The US-China tech contest has moved – to the gate…
The latest front in the US-China technology contest is not advanced chips, artificial intelligence (AI) or telecommunications equipment. It is the laboratories that certify whether an electronic product may enter the American market. On October 29, the US Federal Communications Commission (FCC) voted to stop recognising testing laboratories, telecoms certification bodies and accreditation organisations in China and in other economies that lack a “mutual recognition agreement” or comparable...

China ready to expand US farm imports – on 1 condition
Beijing says it remains open to buying more agricultural products from the United States, but wants reciprocal tariff cuts covering US$30 billion worth of products on each side to be implemented first under the US-China Board of Trade. “China has always maintained an open attitude towards expanding agricultural imports from the United States, provided that the agreed-upon reciprocal tariff reduction arrangement – covering $30 billion on each side – is implemented,” Huang Ling, a spokeswoman for...

Experts Urge Taiwan To Consolidate US Congressional Support…
#Election#US#Taiwan#Republic of China#Congress#Taiwan-US Relations

Philippine envoy says US immigration detention rules may ch…
The Philippines on Thursday voiced optimism that the Democratic Party’s resounding midterm election win would prompt the United States to adopt “a different approach” to President Donald Trump’s hardening immigration crackdown that has ensnared many Filipinos. Trump’s Republican Party was routed in Tuesday’s polls, with the Democrats taking control of both houses of the US Congress and gaining legislative power to check his policies. The drubbing has given hope to Jose Manuel Romualdez, Manila’s...
#South China Morning Post#News#Opinion#China#Hong Kong#World

Physiotherapist’s clinical mindset shapes approach to manag…
For Dinesh Verma, managing risk begins long before a problem becomes visible. It is a principle that has guided his work as a physiotherapist, his decision-making as an entrepreneur and, increasingly, his approach to managing his wealth. Originally from India, Verma moved to Singapore in 1989 to work as a clinical physiotherapist, but eventually transitioned his career beyond clinical practice after earning a master of business administration (MBA) degree, adding a broader commercial lens onto...
#South China Morning Post#News#Opinion#China#Hong Kong#World

Redefining Investment Advisory in the Age of AI
[The content of this article has been produced by our advertising partner.] A generation ago, a Hong Kong retail investor might have checked the closing prices in the morning paper and phoned a broker to place a trade. Today, 95 per cent of the city’s stock investors trade online, and nearly two-thirds turn most often for the mobile app of a securities brokerage rather than their bank, according to the Investor and Financial Education Council’s latest retail investor study. That shift is the...
#South China Morning Post#News#Opinion#China#Hong Kong#World

Diversification and flexibility key to investment in challe…
[The content of this article has been produced by our advertising partner.] Many indicators have highlighted Hong Kong’s growing pre-eminence as an international financial centre, including the “World Ultra Wealth Report 2026”1 – published in June by the New York-based wealth intelligence firm Altrata. It showed that, up to the end of last year, Hong Kong had an estimated 18,290 ultra-high-net-worth (UHNW) individuals with personal assets of more than US$30 million, which represented a 26.4 per...
#South China Morning Post#News#Opinion#China#Hong Kong#World

Star mathematician Ma Xiao leaves the US for China – and a…
Two years ago, Chinese mathematician Ma Xiao helped crack a century-old puzzle known as Hilbert’s sixth problem. The problem – which has baffled generations of mathematical physicists – centres on an elusive bridge connecting the chaotic frenzy of microscopic atoms with the predictable laws of fluid motion. The breakthrough, published in the Annals of Mathematics, helped propel Ma’s collaborator Deng Yu to the 2026 Fields Medal – the discipline’s highest honour – and secured Ma a coveted faculty...

What’s the message for China as Japan weighs US$500 billion…
China could face a substantially more capable Japanese military over the coming years as Tokyo considers nearly doubling its five-year defence spending to as much as 80 trillion yen (US$508 billion), according to media reports in Japan. Observers said such a build-up could strengthen Japan’s ability to deter or respond to People’s Liberation Army operations around Taiwan and the East China Sea, as well as withstand attacks and sustain prolonged operations in a regional conflict. The reported...

Costs above competition? Why US voters aren’t buying Trump’…
Strong voter backlash in the US midterm elections against AI infrastructure projects, including data centres, indicates that framing the domestic buildout as key to competing with China failed to convince Americans and underscores the need to address local concerns, according to analysts. “The argument that we need to build more data centres to win in AI against China no longer seems to have the kind of resonance it did before, if it ever did, frankly,” said Kyle Chan, a fellow at the Brookings...

鉅亨速報 - Factset 最新調查:CDW CorpCDW-US的目標價調升至170元,幅度約6.92%
根據FactSet最新調查,共9位分析師,對CDW Corp(CDW-US)提出目標價估值:中位數由159元上修至170元,調升幅度6.92%。其中最高估值190元,最低估值148元。綜合評級 - 共有13位分析師給予CDW Corp評價:積極樂觀8位、保持中立5位、保守悲觀0位。CDW Corp今

China, US defence officials agree to improve ‘communication…
US and Chinese defence officials met in Washington for the first meeting of a Crisis Communications and Prevention Working Group established under an agreement announced in September when leaders of the two nations met. The two sides agreed on the importance of “advancing practical communication measures” to reduce risks between the US and China, according to a Pentagon readout of the meeting released Tuesday. Delegates also discussed “additional channels” to promote “effective” crisis...


Latest award confirms EuroEyes International as market lead…
[The content of this article has been produced by our advertising partner.] By recently winning the prestigious Zeiss Award for the 10th consecutive year, EuroEyes International has once again been recognised for its pioneering work and, in particular, for performing the highest number of trifocal lens implantations in clinics around the world. The independent company, which was founded in Hamburg in 1993, specialises in presbyopia correction, cataract surgery and intraocular lens procedures...
#South China Morning Post#News#Opinion#China#Hong Kong#World
