Nvidia(US:NVDA) Ge Long Hui·2025-07-15 12:29Group 1 - US President Trump will announce a $70 billion investment plan for artificial intelligence (AI) and energy sectors [2] - Nvidia's CEO Jensen Huang revealed that the US has approved the sale of H20 chips to China, and Nvidia will launch the RTXpro GPU [2] - AMD's MI308 chip license application will enter the review stage, restarting sales to China [2] Group 2 - Tesla announced that the price of the Model Y in India is as high as $69,766, compared to $44,990 in the US [2] - Apple plans to mass-produce its first foldable iPhone in the second half of 2026, opting for Samsung's crease-free display solution instead of in-house development [2] - Meta's superintelligence lab is considering converting its AI model Behemoth to a closed-source mode [2] Group 3 - KeyBanc reported that the yield rates for TSMC, Intel, and Samsung's 2nm foundry nodes are approximately 65%, 55%, and 40% respectively [2] - Boeing delivered three 737-8 Max aircraft to Chinese airlines over the weekend [2] - After several months of delays, Lockheed Martin delivered 72 F-35 fighter jets to the US government [2] Group 4 - Baidu's "Carrot Fast Run" plans to integrate thousands of autonomous vehicles into Uber's global mobility network [2] - Lucid's CEO warned that tariffs will lead to increased car prices, and US manufacturing will also be affected [2] - Ericsson reported a Q2 net profit of 4.57 billion Swedish Krona, exceeding analyst expectations [2] Group 5 - JPMorgan's Q2 revenue was $44.912 billion, a year-on-year decline of 11%, with a net profit of $14.987 billion, down 17% [2] - Citigroup's Q2 revenue was $21.7 billion, a year-on-year increase of 8%, with earnings per share of $1.96 [2] - BlackRock's Q2 revenue was $5.42 billion, surpassing expectations, with assets under management of $12.53 trillion, a year-on-year growth of 18% [2]