https://www.baiguan.news/p/what-china-markets-are-really-saying-august-2026-micro-evidence-non-consensus-tech-decline-not-foreign-outflows-earnings-revisions-ai-capex-capital-discipline-alibaba-financing-consumption-weakness-open-source-upside-summaryBaiguan - China Insights, Data, Contexten2026-09-02T10:02:47+00:00What China’s Markets Are Really Sayinghttps://www.baiguan.news/p/baiguan-pro-august-2026-chinese-equities-market-outlook-ai-capex-returns-hong-kong-ashares-semiconductors-open-source-models-valuation-dividend-buyback-global-champions-experiential-consumption-policy-support-domestic-demandBaiguan - China Insights, Data, Contexten2026-09-01T10:03:31+00:00Our view on Chinese assets: August 2026