LEAPMOTOR(HK:09863) Guan Cha Zhe Wang·2025-05-21 00:58Group 1 - The National Cybersecurity and Information Security Information Notification Center reported illegal collection and use of personal information by several AI applications, including "Zhiyu Qingyan" and "Kimi" [1] - Nvidia CEO Jensen Huang stated that half of the world's AI talent is from China and criticized U.S. restrictions as counterproductive to maintaining American leadership in AI [2] - Nvidia confirmed plans to establish a new office space in Shanghai while adhering to current export controls [3] Group 2 - Google launched the "Google AI Ultra" package at the I/O 2025 developer conference, integrating advanced models and 30TB of cloud storage for various industries, priced at approximately 1809 yuan per month [4] - Xiaomi's CEO Lei Jun announced that the Xiaomi Xuanjie O1, a self-developed 3nm flagship chip, has begun mass production [4] - Media reported that MediaTek's first 2nm chip is expected to tape out in September 2025, likely to be manufactured by TSMC [5] Group 3 - Meituan is set to launch an AI programming tool called "NoCode," which is currently in gray testing [6] - ByteDance applied for trademarks related to "Douyin AI version" and "Douyin Air," indicating potential new product developments [6] - Bilibili reported a 24% year-on-year revenue increase in Q1 2025, reaching 7 billion yuan, with significant growth in advertising and gaming revenues [7] - Pony.ai's Q1 revenue grew by 12% to 102 million yuan, with a notable 200% increase in Robotaxi business revenue [8]