Nvidia(US:NVDA) Di Yi Cai Jing·2025-06-01 01:06Group 1: DeepSeek Model Updates - The new DeepSeek R1 model has optimized its performance to reduce "hallucination" rates by 45%-50% in tasks such as rewriting, summarization, and reading comprehension [1][3] - The updated R1 model has achieved top scores in various benchmark tests, indicating significant improvements in deep thinking capabilities and creative writing [3] Group 2: Nvidia Financial Performance - Nvidia reported Q1 2026 revenue of $44.1 billion, a 69% year-over-year increase, with net profit reaching $18.8 billion, up 26% [2] - The data center business generated $39.1 billion in revenue, reflecting a 73% year-over-year growth [2] - Nvidia anticipates an $8 billion revenue loss in Q2 due to U.S. export restrictions on H20 chips to China [2] Group 3: AI in Academia - Intology's AI scientist Zochi had a paper accepted at the prestigious ACL conference, marking the first time an AI-generated paper passed peer review at this level [4] - Zochi's paper scored 4 points, placing it in the top 8.2% of all submissions, highlighting the rapid advancement of AI in academic research [4] Group 4: Kuaishou's AI Revenue Growth - Kuaishou reported Q1 2025 revenue of 32.6 billion yuan, a 10.9% year-over-year increase, with adjusted net profit of 4.58 billion yuan [5] - Kuaishou's Keling AI generated over 150 million yuan in revenue during the quarter, with a user base exceeding 22 million [5] Group 5: Quark Health Model Achievement - Quark's health model successfully passed the national deputy chief physician qualification exam, becoming the first AI model to achieve this milestone in a serious medical context [8] - The model utilizes extensive high-quality data and multi-stage training strategies to enhance its clinical reasoning capabilities [8] Group 6: Storage Product Price Increases - Recent data indicates significant price increases for various DDR4 products, with some experiencing up to a 50% rise within a month [11][12] - The price hikes are attributed to manufacturers halting production and market speculation, as they shift focus to more advanced memory technologies [12] Group 7: Investment in Intelligent Robotics - Shanghai State-owned Capital Investment Company led a new round of investment in Zhiyuan Robotics, marking a significant milestone in the embodied intelligence sector [12][13] - Zhiyuan Robotics has achieved rapid production of humanoid robots, with a factory capable of producing over a thousand units [13]