安蒙介绍了公司业务发展、技术突破及生态构建等方面的最新进展。他表示，高通扎根中国市场三十 年，与合作伙伴并肩同行，同中国产业生态的纽带联系愈发坚实。作为七届进博会"全勤生"，将以上海 为创新研发和业务布局的重要基地，结合正在加速布局的智能计算领域，进一步加大投资规模，集聚研 发人才，推动开放创新，构建产业生态，携手实现高质量发展。 上海市委书记陈吉宁会见高通公司总裁兼首席执行官安蒙 智通财经5月21日电，上海市委书记陈吉宁今天（5月21日）下午会见了高通公司总裁兼首席执行官安蒙 一行。陈吉宁说，作为中国改革开放的前沿阵地和深度链接全球的国际大都市，上海按照中央部署要 求，坚定不移深化高水平对外开放。我们开放的大门只会越开越大，将朝着市场化、法治化、国际化方 向，持续优化营商环境，以政策环境的长期、稳定、透明、可预期，支持中外企业在沪深耕发展。人工 智能是上海着力发展的三大先导产业之一，高通是全球知名的无线通信技术公司，核心业务与上海产业 发展方向相契合，双方合作空间十分广阔。欢迎把握中国市场数字新技术渗透快、产业和企业加速转型 升级等机遇，持续加大在沪投资力度，优化研发和业务布局，把更多新技术、新产品放在上海 ...

Group 1: Qualcomm's Market Position and Strategy - Qualcomm's re-entry into the CPU semiconductor market is significant but may not substantially impact its overall business due to strong competition from Intel and AMD [1][4] - The data center CPU market is projected to reach approximately $14.15 billion by 2025, indicating that Qualcomm would need a considerable market share gain to influence its business positively [2][3] - Analysts view Qualcomm's NVIDIA-compatible CPUs as a non-starter, with no significant market-moving commentary following the announcement, reflecting a weak hold sentiment [5][6] Group 2: Financial Performance and Forecast - Analysts forecast a modest revenue growth of about 10% in 2025, followed by a slower growth rate of approximately 2.5% CAGR through the end of the decade [6][8] - Qualcomm's stock price forecast indicates a potential upside of 24.87%, with a 12-month price target of $192.08, although the current sentiment remains tepid [6][7] - The company's balance sheet is strong, with equity increasing nearly 6% and a solid cash balance, positioning it well for future capital returns [8] Group 3: Market Trends and Analyst Sentiment - The global data center industry is expected to grow at a moderately high single-digit CAGR, leading to a net gain of over 110% through the middle of the next decade [4] - Despite the potential for growth, Qualcomm faces challenges in capturing market share due to Intel's dominance of approximately 75% and AMD's significant presence [4] - Current analyst sentiment is cautious, with Qualcomm not being highlighted as a top buy among recommended stocks, indicating a preference for other investment opportunities [12]

Core Insights - Xiaomi has officially announced a new long-term partnership with Qualcomm, ensuring continued collaboration on flagship smartphones and the use of Snapdragon platforms for multiple product generations [2][3] - The announcement coincides with the launch of Xiaomi's self-developed SoC, the Xuanjie O1, which marks a significant step in the company's dual-chip strategy, combining self-developed and third-party SoCs [3][4] Partnership with Qualcomm - Xiaomi and Qualcomm have renewed their partnership for another multi-year agreement after 15 years of collaboration, with expectations for increasing shipment volumes during the agreement period [2] - Xiaomi will be among the first manufacturers to adopt Qualcomm's next-generation Snapdragon 8 series flagship mobile platform, set to be unveiled at the Snapdragon Summit in late 2025 [2] Development of Self-Developed Chips - Xiaomi's journey in self-developed chips began in October 2014, leading to the release of the first self-developed SoC, the Surge S1, in 2017, which faced challenges due to outdated technology [4] - The company has since shifted focus to peripheral chips, such as imaging and charging solutions, while recently achieving significant advancements in self-developed SoC technology, including a successful 3nm chip [4][5] Performance of Xuanjie O1 - The Xuanjie O1 SoC features a 10-core architecture and has demonstrated competitive performance metrics, with single-core scores ranging from 2709 to 3119, surpassing Snapdragon 8 Gen3 [5] - The chip is expected to debut in the Xiaomi 15S Pro special edition, with an initial production scale of 2 to 3 million units aimed at domestic and Southeast Asian markets [6] Future Investment Plans - Xiaomi has committed to a long-term investment strategy in chip development, planning to invest at least 50 billion yuan over the next decade, with cumulative R&D spending on the Xuanjie series exceeding 13.5 billion yuan as of April 2023 [6]

Core Viewpoint - Qualcomm Technologies, Inc. and Xiaomi celebrate their 15-year partnership and sign a multi-year agreement to drive innovation in the tech industry, focusing on high-end smartphones and various connected devices [1][2]. Group 1: Partnership Highlights - The collaboration has been pivotal in Xiaomi's growth from a startup to a global tech leader, with Qualcomm being a trusted partner throughout this journey [1]. - Both companies aim to enhance the integration of artificial intelligence in edge devices, including smartphones, cars, AR/VR glasses, wearables, and tablets [2]. Group 2: Product Innovations - Qualcomm's Snapdragon platform has supported millions of Xiaomi products, contributing to Xiaomi becoming the third-largest smartphone brand globally [2]. - Xiaomi's recent launch of the Xiaomi 15 series, powered by the Snapdragon 8 Gen 1 chip, has achieved significant commercial success [2]. - In the automotive sector, Xiaomi's first car, the SU7, utilizes Qualcomm's next-generation Snapdragon digital cockpit platform for an advanced in-car experience [2]. Group 3: Expanding Product Categories - Qualcomm's Wi-Fi solutions, including the latest Wi-Fi 7 technology, enable Xiaomi to deliver faster and more reliable connectivity in its smart home products [3]. - The collaboration extends to wearables, with several commercial headphones and smartwatches featuring Snapdragon platforms, such as the Xiaomi Buds 5 Pro and Xiaomi Watch 2 Pro [3].

Group 1 - CATL's chairman and CEO, Zeng Yuqun, stated that the company's Hong Kong listing signifies a broader integration into the global capital market and a new starting point for promoting a global zero-carbon economy [2] - CATL has invested over 70 billion yuan in R&D over the past decade and holds more than 43,000 patents and patent applications, leading the industry in new patent filings for five consecutive years [2] - The company has established six major R&D centers globally to enhance its innovation and research capabilities [2] Group 2 - Xiaomi and Qualcomm celebrated their 15-year partnership and reached a new multi-year agreement, planning to collaborate on various edge devices including smartphones, automotive, AR/VR glasses, wearables, and tablets [3] Group 3 - Tesla's CEO Elon Musk confirmed he will remain in his position for at least five more years unless he dies, and he noted that there are no demand issues for Tesla sales, with Europe being the weakest market [4] Group 4 - Seres has become the top seller in China's high-end luxury car market, with its Aito brand surpassing traditional luxury brands like BMW, Mercedes-Benz, Land Rover, and Audi in sales since its collaboration with Huawei began in 2021 [6] Group 5 - Xiaomi's chairman Lei Jun announced that the Xiaomi玄戒O1, a self-developed 3nm flagship chip, has entered mass production, with two flagship products set to launch: the high-end Xiaomi 15s Pro smartphone and the ultra-high-end OLED Xiaomi Pad 7 Ultra [7] Group 6 - Apple is preparing to allow third-party developers to use its AI models to create software, aiming to stimulate new application development and enhance the attractiveness of its devices [7] Group 7 - The game "Fortnite" has announced its return to the App Store on iPhone and iPad in the U.S., marking its first re-entry since being removed from the iOS platform in 2020 [8]

Group 1: Company Name Change - The shopping mall "胖都来" has been renamed to "盈都来" due to a decision made in a recent meeting, with the name change linked to the parent company "盈中控股" [1] Group 2: Gree Live Stream - Gree confirmed that Chairman Dong Mingzhu will co-host a live stream with her former secretary Meng Yutong on May 23, potentially featuring Gree products [2][4] Group 3: Nestlé's Response to Controversy - Nestlé China stated that all its bottled water products sold in China comply with local laws and regulations, following a report alleging consumer fraud related to "巴黎水" [5] Group 4: Apple WWDC Announcement - Apple announced its annual Worldwide Developers Conference (WWDC) will take place from June 9 to June 13, focusing on new tools and technologies for developers [6] Group 5: Nvidia's New Office in Shanghai - Nvidia is renting a new office space in Shanghai for its existing employees, indicating its ongoing commitment to the Chinese market [8] Group 6: Highsun Retail Financial Results - Highsun Retail reported a revenue of 71.552 billion yuan and a net profit of 386 million yuan for the fiscal year ending March 31, marking a turnaround from losses in the previous year [12] Group 7: Alibaba's Investment in Meitu - Alibaba signed a $250 million convertible bond agreement with Meitu, which includes strategic cooperation in e-commerce, AI technology, and cloud computing [15] Group 8: Xiaomi and Qualcomm Partnership - Qualcomm and Xiaomi celebrated their 15-year partnership by signing a multi-year agreement, with Xiaomi set to be among the first to use the next-generation Snapdragon 8 series processors [25]

Group 1 - Xiaomi and Qualcomm celebrate 15 years of partnership and announce a multi-year agreement for mobile chip supply [1] - Xiaomi will continue to be among the first manufacturers to adopt the next-generation Snapdragon 8 series chips for its high-end smartphones, targeting both Chinese and global markets [1] - Qualcomm's CEO emphasizes the importance of the partnership and expresses excitement for future collaborations in various sectors, including automotive, smart home, wearables, AR/VR, and tablets [1][2] Group 2 - Xiaomi's flagship smartphones will consistently feature the Snapdragon 8 series mobile platform, with expected annual growth in shipment volumes [1] - The companies plan to advance technology in various edge devices, continuing their collaboration that began with the launch of Xiaomi 1 in 2011 [2] - Qualcomm announces the next Snapdragon Summit will take place from September 23 to September 25 in Hawaii, with expectations to unveil the next-generation Snapdragon 8 Supreme version in 2025 [4][6]

Group 1: Technology Developments - Google launched Google AI Ultra, an AI suite with advanced features and 30TB cloud storage, priced at $249.99 per month, aimed at enhancing efficiency in various sectors [2] - Apple plans to allow third-party developers to use its AI models to create applications, with a software development kit expected to be announced on June 9 [3] - Xiaomi's 3nm chip, the玄戒O1, has begun mass production, set to power the upcoming flagship devices Xiaomi 15S Pro and Xiaomi Pad 7 Ultra [4] Group 2: Corporate Strategies and Partnerships - Tencent released a game visual generation platform, enhancing game asset production processes for designers [4] - WeRide and Tencent Cloud signed a strategic cooperation agreement to advance the commercial operation of L4 autonomous Robotaxi services [5] - Aofei Entertainment plans to invest 10 million RMB in a fund focused on interactive robotics, aligning with its "IP+AI" strategy [6] Group 3: Market Movements and Financial Activities - Hu Silicon Industry plans to acquire minority stakes in three semiconductor companies for approximately 7.04 billion RMB [9] - Zhaoyi Innovation announced plans to issue H-shares and list on the Hong Kong Stock Exchange [9] - Meitu secured a $250 million convertible bond investment from Alibaba, with plans for strategic collaboration in AI and cloud services [10][11]

Core Insights - Qualcomm's Snapdragon X series platform is positioned as a transformative force in redefining PC industry standards and driving AI-powered intelligent experiences [3][4][5] Group 1: Snapdragon X Series Impact - The Snapdragon X series is highlighted as one of Qualcomm's most influential innovations in its 40-year history, quickly becoming a performance leader in the Windows ecosystem since its launch [3] - Over 85 PC products utilizing the Snapdragon X series are either in mass production or development, with expectations to exceed 100 by 2026 [3] Group 2: AI Ecosystem Development - AI is being redefined as a new user interface, with the Snapdragon X series enabling a new paradigm of intelligent experiences for both consumers and enterprise users [4] - The platform supports over 750 native applications and more than 1,400 games, including the anticipated launch of "Fortnite" on Snapdragon X Elite devices in late 2025 [4] Group 3: Battery Life and Performance - Devices powered by the Snapdragon X series are noted for achieving "multi-day battery life," setting industry benchmarks for performance and energy efficiency [4] Group 4: Hybrid AI Strategy - Qualcomm's hybrid AI strategy integrates cloud and edge capabilities, ensuring reliable AI performance even in unstable network conditions, while emphasizing personalized user experiences [6] Group 5: Strategic Partnerships - Qualcomm announced a strategic partnership with NVIDIA to develop efficient intelligent infrastructure for data centers, leveraging Qualcomm's custom CPU technology and NVIDIA's AI platform [8]

美国国际贸易委员会将于立案后45天内确定调查结束期。除美国贸易代表基于政策原因否决的情况外， 美国国际贸易委员会在337案件中发布的救济令自发布之日生效并于发布之日后的第60日起具有终局效 力。 美国NVIDIA Corporation, Santa Clara, Calif.、美国Qualcomm Incorporated, San Diego, Calif.、中国广东 OnePlus Technology (Shenzhen) Co., Ltd., Shenzhen, China、英国Nothing Technology Limited, London, United Kingdom为列名被告。 据中国贸易救济信息网消息，2025年5月20日，美国国际贸易委员会（ITC）投票决定对特定集成电 路、包含该集成电路的电子设备及其组件（Certain Integrated Circuits, Electronic Devices Containing the Same, and Components Thereof）启动337调查（调查编码：337-TA-1450）。 2025年4月18日，美国Onesta I ...