CHINA MOBILE(SH:600941) 2 1 Shi Ji Jing Ji Bao Dao·2025-04-11 01:44Group 1: Technology Developments - Apple reportedly airlifted 1.5 million iPhones from India to the US to avoid new tariffs, totaling around 600 tons [2] - OpenAI released BrowseComp, a challenging benchmark for intelligent agents, with its latest model achieving a 51.5% accuracy rate [2] - Amazon's CEO announced a three-digit year-on-year growth in AI revenue, reaching billions in annual revenue [6] Group 2: Corporate Initiatives - China Mobile plans to build a large-scale "computing power factory" to enhance its AI services and infrastructure [4] - JD.com announced over 10 billion yuan investment in its food delivery service, launching a subsidy program for users [4] - Lixun Precision clarified that it has no plans to build a factory in the US, despite rumors [5] Group 3: Market Trends - Google's parent company, Alphabet, reaffirmed a $75 billion capital expenditure plan for data center capacity and AI development [5] - The global semiconductor equipment shipment value is projected to reach $117 billion in 2024, a 10% increase from 2023 [9][10] - Ningde Times has been approved for a Hong Kong IPO, aiming to raise funds for international expansion [11] Group 4: New Product Launches - OPPO launched the Find X8 Ultra, featuring advanced imaging systems and a large battery [12] - Vivo announced the X200 Ultra with an external telephoto lens, enhancing its optical zoom capabilities [12]