Fredrik Öqvist (@fuheping) profile picture

Fredrik Öqvist

@fuheping

swedish/finnish, robots/AI, and obscure chinese financial structures/risk

blueflag.io/
Joined May 2011
  • Tweets10.8K
  • Following370
  • Followers757
99Media
Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)Photo by Fredrik Öqvist (@fuheping)
Fredrik Öqvist retweeted
China Beige Book (@ChinaBeigeBook) profile picture
China Beige Book
@ChinaBeigeBookSep 28
There are non-performing loans. And then there are NON-PERFORMING LOANS. reuters.com/world/asia-pacif…

EXCLUSIVE: China asks banks to keep Vanke loans off bad-debt books, sources say

Chinese financial regulators have asked some banks not to classify overdue loans to China Vanke ​as non-performing and extend repayment deadlines for the state-backed developer, people with knowledge...

reuters.com
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Fredrik Öqvist retweeted
Caixin Global (@caixin) profile picture
Caixin Global
@caixinSep 24
Deloitte has sharply raised its 2026 forecast for Hong Kong IPOs to a record HK$480 billion, driven by a surge in mega-deals and dual listings. The revised target places the city among the world’s top three IPO venues caixinglobal.com/2026-09-24/…
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Fredrik Öqvist retweeted
Amir Efrati (@amir) profile picture
Amir Efrati
@amirSep 9
oof. China curbs humanoid IPOs after Unitree’s post IPO downer and other issues.
Image from Amir Efrati (@amir)
Image from Amir Efrati (@amir)
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Fredrik Öqvist retweeted
Xiaomi Auto (@xiaomiauto_) profile picture
Xiaomi Auto
@xiaomiauto_Sep 3
Xiaomi Auto enters Europe in 2027. MoUs signed with the first batch of eight leading German automotive dealer groups at IFA Berlin 2026. See you on the road.
Image from Xiaomi Auto (@xiaomiauto_)
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Fredrik Öqvist retweeted
Caixin Global (@caixin) profile picture
Caixin Global
@caixinSep 2
China’s listed banks reported a broad rise in nonperforming retail loans in the first half, driven by tighter risk standards and weaker household repayment capacity caixinglobal.com/2026-09-03/…
China Banks Report Rise in Nonperforming Retail Loans

China Banks Report Rise in Nonperforming Retail Loans

Tighter credit card risk rules and weaker repayment capacity pushed up nonperforming retail loans in the first half, prompting lenders to raise provisions and accelerate disposals of troubled debt

caixinglobal.com
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Fredrik Öqvist retweeted
Financial Times (@FT) profile picture
Financial Times
@FTSep 1
Shein shares slide in Hong Kong trading debut ft.trib.al/CDys9nL
Shein shares slide as much as 10% in Hong Kong debut

Shein shares slide as much as 10% in Hong Kong debut

Fast-fashion retailer completes long-delayed IPO at bargain-basement valuation

ft.com
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Fredrik Öqvist retweeted
Bloomberg (@business) profile picture
Bloomberg
@businessAug 26
Existing investors in Shein are agreeing to a lock-up on new shares allocated to them in the fast-fashion retailer’s Hong Kong initial public offering bloomberg.com/news/articles/…
Shein Backers Said to Agree to Six-Month Lock-Up on New IPO Shares

Shein Backers Said to Agree to Six-Month Lock-Up on New IPO Shares

Existing investors in Shein Global Holdings Ltd. are agreeing to a lock-up on new shares allocated to them in the fast-fashion retailer’s Hong Kong initial public offering, according to people...

bloomberg.com
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Fredrik Öqvist retweeted
Baidu Inc. (@Baidu_Inc) profile picture
Baidu Inc.
@Baidu_IncAug 27
Baidu's voluntary conversion to dual-primary listing on HKEX will become effective on September 1, 2026. Upon taking effect, Baidu will be dual-primary listed in the US and Hong Kong. prnewswire.com/news-releases…

Baidu Provides Update on Voluntary Conversion to Dual-Primary Listing on the Main Board of the Hong...

/PRNewswire/ -- Baidu, Inc. ("Baidu" or the "Company") (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)), a leading AI company with strong...

prnewswire.com
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Fredrik Öqvist retweeted
Caixin Global (@caixin) profile picture
Caixin Global
@caixinAug 26
Chinese banks have begun issuing loans to AI-related companies based on their computing power and token usage, exploring new ways to finance asset-light tech companies. caixinglobal.com/2026-08-26/…
Chinese Banks Launch ‘Token Loans’ to Fund AI Firms

Chinese Banks Launch ‘Token Loans’ to Fund AI Firms

Token usage acts as a new credit reference, though lenders still rely on traditional risk controls and state backing

caixinglobal.com
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Fredrik Öqvist retweeted
Zijing Wu (@zijing_wu) profile picture
Zijing Wu@zijing_wuAug 19
Scoop: China eases limits on Nvidia H200 chips * ByteDance & Tencent received ~10K H200s; more to expect shipments of similar size * Beijing tells cos to keep majority in HK (total H200 stock ~500k) but city lacks capacity to support use ft.com/content/6c5650fb-969d…
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America and our allies must work together to beat China on AI. Countries can’t be working with both sides. The CCP does not share the values of freedom and liberty that people in the West cherish and if the CCP wins the AI race it will write rules that promote oppression and tyranny. The race for AI leadership is on, and our allies must work with America to defeat the CCP. reuters.com/world/china/us-t…
EXCLUSIVE: US to tell partners they must pick sides in AI race with China

EXCLUSIVE: US to tell partners they must pick sides in AI race with China

By pressing countries to choose sides, the U.S. hopes to starve China of resources.

reuters.com
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Fredrik Öqvist retweeted
Brad Setser (@Brad_Setser) profile picture
Brad Setser
@Brad_SetserJul 29
China was targeted by Lighthizer in Trump's first term -- and bore the brunt of the liberation day tariffs. But China has been the surprise winner of Trump's 2026 trade policy -- getting the same tariff as everyone else really help China, as the New York Times reports. 1/2
Image from Brad Setser (@Brad_Setser)
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Fredrik Öqvist retweeted
CN Wire (@Sino_Market) profile picture
CN Wire
@Sino_MarketMay 22
ADRS OF CHINESE COMPANIES FALL IN PRE-MARKET TRADE AFTER CHINA CRACKS DOWN ON CROSS-BORDER BROKERAGES $FUTU $TIGR (mktnews.com/flashDetail.html…)
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Fredrik Öqvist retweeted
FT China (@ftchina) profile picture
FT China
@ftchinaMay 15
Schroders looks to exit China mutual funds business after just three years ft.trib.al/iRlXEr9
Schroders plans to exit China mutual funds business after just three years

Schroders plans to exit China mutual funds business after just three years

London-listed group set to be taken over by US-headquartered asset manager Nuveen in £10bn deal

ft.com
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Fredrik Öqvist retweeted
First Squawk (@FirstSquawk) profile picture
First Squawk
@FirstSquawkApr 28
GOLDMAN SACHS SUSPENDS ITS BANKERS' USE OF ANTHROPIC'S CLAUDE IN HONG KONG — FT.
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Fredrik Öqvist retweeted
Wei Du 杜唯 (@WeiDuCNA) profile picture
Wei Du 杜唯@WeiDuCNAApr 27
China just rejected Manus’ sale to Meta.
Image from Wei Du 杜唯 (@WeiDuCNA)
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Fredrik Öqvist retweeted
FT China (@ftchina) profile picture
FT China
@ftchinaApr 23
PwC fined $166mn by Hong Kong regulators over Evergrande audit ft.trib.al/41JAPdS
PwC fined $166mn by Hong Kong regulators over Evergrande audit

PwC fined $166mn by Hong Kong regulators over Evergrande audit

Big Four firm also faces six-month ban on new clients related to its work on failed property developer’s books

ft.com
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Fredrik Öqvist retweeted
Caixin Global (@caixin) profile picture
Caixin Global
@caixinApr 20
SenseTime spinoff Sunrise has raised more than $140 million to mass-produce its AI inference GPUs, riding a wave of surging demand as the industry’s focus shifts toward deploying models like DeepSeek caixinglobal.com/2026-04-21/…
China’s Sunrise Raises Over $140 Million for AI Inference Chip Push

China’s Sunrise Raises Over $140 Million for AI Inference Chip Push

tartup bets on inference-only strategy as demand surges and costs fall

caixinglobal.com
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Fredrik Öqvist retweeted
Caixin Global (@caixin) profile picture
Caixin Global
@caixinApr 15
Alibaba has launched Meoo, a free no-code AI tool that lets users build websites and apps in minutes using natural language commands, marking the tech giant’s latest aggressive push to dominate the rapidly expanding AI agent market caixinglobal.com/2026-04-16/…
Alibaba Unveils No-Code AI Tool to Build Apps in Minutes

Alibaba Unveils No-Code AI Tool to Build Apps in Minutes

New Meoo platform highlights company’s accelerating push into AI agents after sweeping internal overhaul

caixinglobal.com
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Fredrik Öqvist retweeted
Dan Taylor (@ProfAnalytics) profile picture
Dan Taylor
@ProfAnalyticsApr 1
Just so everyone understands the accounting game in the AI/Cloud-space here is a very *simple* example: 1) Amazon “invests” $50B in OpenAI. Amazon records: - Cash $50B + Investment Asset $50B 2) OpenAI uses $50B to buy AWS services. Amazon records: + Sales $50B + Cash $50B Amazon is net $0 cash, but now has $50B in sales and $50B investment asset. Great deal! Thats why we see all the majors doing it, and at scale. It is a way to convert their dormant cash pile into revenue, which Wall Street loves. Most ppl dont realize what is happening. The revenue of these large tech companies is increasing dependent on them being able to self-fund their own sales.
OpenAI (@OpenAI) profile pictureOpenAI
@OpenAIMar 31
Today, we closed our latest funding round with $122 billion in committed capital at an $852B post-money valuation. The fastest way to expand AI’s benefits is to put useful intelligence in people’s hands early and let access compound globally. This funding gives us resources to lead at scale. openai.com/index/acceleratin…
Accelerating the next phase of AI

Accelerating the next phase of AI

OpenAI raises $122 billion in new funding to expand frontier AI globally, invest in next-generation compute, and meet growing demand for ChatGPT, Codex, and enterprise AI.

openai.com
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