何小鹏催雷军早点交付YU7丨新鲜早科技

Group 1: Technology Developments - Nvidia's CEO Jensen Huang personally recruited two Chinese AI experts, Banghua Zhu and Jiantao Jiao, to focus on model post-training, performance evaluation, agent development, and AI infrastructure [2] - Google announced a commercial power purchase agreement with Commonwealth Fusion Systems for 200 MW from its fusion power project in Virginia, marking the first commercial application of fusion energy [2] - Baidu officially open-sourced its Wenxin large model 4.5 series, which includes 10 models with varying parameters, available for deployment on platforms like PaddlePaddle and Hugging Face [5] Group 2: Automotive Industry Updates - Xiaomi's automotive division plans to roll out the 10 million Clips version of its assisted driving feature for models SU7 Pro, Max, and SU7 Ultra by late July [6] - Hongmeng Zhixing reported that its flagship car, the Zun Jie S800, achieved over 6,500 pre-orders in its first month, positioning it against luxury competitors like BMW 7 Series and Audi A8 [7][8] - Tesla launched its next-generation V4 supercharging stations in China, which are also available for non-Tesla electric vehicles, enhancing user charging experience and efficiency [9] Group 3: Financial and Market Movements - Hongxin Electronics announced that its subsidiaries signed contracts totaling approximately 373 million RMB for AI-related services [10] - Hikvision stated that its Canadian market revenue will account for less than 0.3% of its total revenue in 2024, amidst ongoing political pressures [11] - The National Integrated Circuit Industry Investment Fund reduced its stake in Tongfu Microelectronics by 1%, bringing its holding down to 7.77% [16] Group 4: Semiconductor and Chip Industry - AMD announced that its upcoming AI semiconductor "MI400" series will support a new interconnect standard called "Ultra Accelerate Link" to compete with Nvidia's NVLink [12] - Wolfspeed filed for Chapter 11 bankruptcy protection, expecting to reduce its overall debt by approximately 70%, equivalent to about 4.6 billion USD [13] - Jiangbo Long anticipates a 5% to 10% increase in eSSD prices in Q3 due to production cuts and rising demand from downstream customers [18] Group 5: IPO and Market Entries - The Shanghai Stock Exchange accepted the IPO application of Muxi Integrated Circuit, aiming to raise 3.904 billion RMB for high-performance GPU development [19] - The IPO application of Moer Thread was also accepted, with plans to raise 8 billion RMB for various AI and graphics chip projects [20] - Jiadu Technology announced plans to issue H-shares and list on the Hong Kong Stock Exchange [21]