CXMT blev Kinas näst högst värderade börsbolag

 Det kinesiska bolaget CXMT blev Kinas näst högst värderade börsbolag då det noterades den 27 juli. 

Framgången skapade stora svallvågor bland västerländska chippaktier.  

Under måndagen blev det möjligt att ladda ned Kimi K3, en AI-modell med öppen källkod som är nästan lika kapabel som de främsta amerikanska varianterna, men avsevärt billigare att använda. 

Dessutom har ett genombrott skett i tillverkningen av de maskiner som används för att producera halvledare.

Det har fått Samsung och SK Hynix, världsledande minnestillverkare, att rasa 19 respektive 22 procent, och dra resten av Seoulbörsen nedåt. 

Under tisdagen aktiverade börsen till och med ett tillfälligt handelsstopp på grund av det ihållande fallet. SK Hynix fortsatte att falla under onsdagen, trots att de samma dag presenterade rekordhöga kvartalssiffror.

Antonia Hmaidi på tankesmedjan Merics säger att konkurrenterna egentligen inte borde oroa sig

– Jag förväntar mig att Samsung och SK Hynix aktiekurser återvänder till sin tidigare nivå, 

givet att amerikanska bolag inte saktar ned sina AI-investeringar.

Per Elinder Liljas SvD 30 juli 2026

https://www.svd.se/a/0prWMM/kinesiska-techframgangar-far-borser-att-skalva


30 juli.   

https://englundmacro.blogspot.com/2026/07/30-juli-donald-trumps-iran-war.html



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