Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-07-16 02:23Group 1: Nvidia and Market Impact - Nvidia announced the resumption of H20 sales in China and the launch of a new fully compatible GPU for the Chinese market, leading to a 4.04% increase in its stock price, adding approximately $161.8 billion to its market capitalization, which now stands at about $4.17 trillion [2] Group 2: Apple and Supply Chain Changes - Apple has decided to abandon its self-developed foldable iPhone in favor of a solution from Samsung Display, indicating a deeper collaboration with Samsung's supply chain [3] Group 3: Meta and Regulatory Challenges - Meta faces new antitrust challenges from the EU, having been fined €200 million for unresolved issues related to its "pay or consent" advertising model [4] Group 4: Autonomous Driving Partnerships - Baidu's "萝卜快跑" announced a strategic partnership with Uber to integrate thousands of autonomous vehicles into Uber's global network, with initial deployments planned for Asia and the Middle East [6] - BMW partnered with Momenta to develop a new generation of intelligent driving assistance solutions tailored for the Chinese market, leveraging AI models [8] Group 5: Robotics Industry Growth - The robotics industry is experiencing rapid growth, with significant increases in shipments noted by Yu Shu Technology's CEO, who anticipates accelerated application in the next 3-5 years [7] Group 6: Electric Vehicle Incentives - Various provinces are offering cash subsidies for purchasing specific models of 鸿蒙智行 vehicles, with subsidies ranging from 3,000 yuan per vehicle to 20,000 yuan for certain models [9] Group 7: JD Health's Entry into Medical Aesthetics - JD Health opened its first self-operated offline medical aesthetics clinic in Beijing, marking its entry into the medical aesthetics sector [10] Group 8: Geely's Acquisition of Zeekr - Geely announced the privatization of Zeekr, signing an agreement to acquire all outstanding shares, with a premium over the previously announced acquisition price [11] Group 9: Charging Standards Update - New national standards for power banks are being developed to enhance safety and performance, including stricter testing requirements and monitoring functions [13] Group 10: Corporate Leadership Changes - Wentech Technology announced the resignation of its chairman and several board members as the company shifts its focus to the semiconductor business [14] Group 11: Innoscience's Capacity Expansion - Innoscience plans to significantly increase its wafer production capacity over the next five years, aiming to expand from 13,000 to 20,000 wafers per month by the end of 2025 [15] Group 12: Xiaopeng's Funding for Flying Cars - Xiaopeng Huaitian completed a $250 million Series B funding round to support the development and commercialization of flying cars, with plans for a production facility to be completed by Q4 this year [16] Group 13: Investment in Robotics - Zhiyuan Robotics received strategic investment from Charoen Pokphand Group to explore business opportunities in various verticals, enhancing its market position [17] Group 14: Bertley’s Investment Plans - Bertley announced plans to invest 198 million yuan in a partnership to target high-growth sectors, including humanoid robots and automotive intelligence [17]