Guan Cha Zhe Wang·2025-07-17 01:00Group 1 - Huang Renxun, CEO of Nvidia, stated that it is only a matter of time before Huawei's AI chips replace Nvidia in AI training, highlighting the competitive strength of Huawei despite its shorter development time in the field [1] - Huang Renxun sold 225,000 shares of Nvidia stock for approximately $38 million as part of a pre-set trading plan, bringing his total sales this year to 1.2 million shares valued at about $190 million [1] Group 2 - SoftBank plans to deploy 1 billion AI agents internally, with a focus on enhancing productivity through autonomous learning capabilities [2] - MiniMax, an AI company, has secretly submitted an IPO application in Hong Kong [2] - A report indicates that the proportion of AI chips purchased from foreign sources in China is expected to rise to 49%, driven by potential policy changes allowing Nvidia to resume sales of H20 GPUs to the Chinese market [2] Group 3 - MiHoYo established a new company, Wudinggu Technology, with a registered capital of 500 million RMB, focusing on software development and AI applications [3] Group 4 - SpaceX is planning an internal share sale, with the company's valuation reaching approximately $400 billion, reflecting a significant increase from the previous valuation of $350 billion [4] Group 5 - Tesla's new six-seat Model Y L has been listed in the Ministry of Industry and Information Technology's new vehicle catalog, with expectations for a fall release and a projected price of around 400,000 RMB [5][6] - The EU-China Automotive Working Group held discussions on automotive industry cooperation, emphasizing the need for fair market access for Chinese electric vehicle companies amid current tariff measures [6] - Jianghuai Automobile announced an expected net loss of approximately 680 million RMB for the first half of 2025, primarily due to export declines and challenges in achieving scale in high-end new energy vehicle projects [6]