WINGTECH(SH:600745) 2 1 Shi Ji Jing Ji Bao Dao·2025-05-19 01:50Group 1: Technology Developments - OpenAI has launched a new cloud-based code agent called Codex, which automates various tasks for developers, including writing functional code and fixing bugs, supported by the Codex-1 model optimized for software engineering [2] - Ant Group's CTO highlighted that the lack of data is the source of "hallucinations" in large models, emphasizing that the future success of companies will depend on their ability to generate and apply data [3] - OpenAI plans to build one of the largest data centers in the UAE, which will be a significant investment in the Middle East and part of its global AI infrastructure expansion [3] Group 2: Corporate Actions - Qunxing Toys announced a 113 million yuan agreement with Tencent for providing computing power services, effective from April 1 for 18 months [5] - Wenta Technology intends to sell assets worth 4.389 billion yuan to Luxshare Precision and Luxshare Communications, focusing on semiconductor business development post-transaction [7] - Guangyang Co. plans to acquire 100% of Ningbo Yinqiu Technology through a combination of share issuance and cash payment, which is expected to constitute a major asset restructuring [8] Group 3: Market Movements - Xiaomi's self-developed SoC chip, "Xuanjie O1," is a significant milestone, with multiple products planned to feature this chip beyond just smartphones [3] - Shanghai's three major telecom operators are advancing "dual 10G + AI" initiatives, with Shanghai Mobile leading the "10G optical network" pilot construction [6] - Nvidia's CEO announced that the company will not release further Hopper series chips due to U.S. government export restrictions, indicating a strategic reevaluation of the Chinese market [7]