华为发布AI推理创新技术；美光回应中国区业务调整丨新鲜早科技

Group 1: Technology Innovations - Huawei launched AI inference innovation technology UCM, a KV Cache-centered inference acceleration suite aimed at enhancing throughput and reducing costs per token in AI applications [2] - Baidu Smart Cloud initiated the "AI Venture Acceleration Program" to provide significant computing subsidies and financing support for selected startups, having already assisted 20 companies in securing over 100 million yuan in funding [4] - Kunlun Wanwei released Matrix-Game 2.0, an upgraded interactive world model that emphasizes low latency and high frame rate performance, capable of generating continuous video content at 25 FPS [5] - Nvidia introduced the Cosmos Reason model, enabling robots and AI agents to reason like humans and act in real-world scenarios, with a focus on multi-step tasks [16] Group 2: Market Developments - Meituan launched the "Dine-in Boost" plan to encourage offline dining, providing consumption vouchers to members to increase foot traffic and sales for restaurants [6] - Xiaohongshu announced the PGM Talent Program to recruit and cultivate future business leaders through a hands-on rotation model across key business areas [7][8] - Xiaomi's founder Lei Jun initiated a public vote regarding the renaming of the Xiaomi YU7 standard version, highlighting its strong specifications and performance [9] Group 3: Strategic Partnerships and Contracts - GuoDun Quantum plans to sign a sales contract with China Telecom Quantum Group for quantum key distribution hardware and software, with an estimated value of 76.54 million yuan [12] - Guangliwei announced the acquisition of 100% of LUCEDA NV to enhance its position in the silicon photonics industry, with LUCEDA being a leader in silicon photonic chip design automation [18] - Quzhou Development intends to purchase 95.46% of XianDao Electric Technology, expanding its business scope into advanced PVD sputtering targets and deposition materials [19] Group 4: Funding and Financial Updates - Zhuhai Gallium Future Technology completed a B++ round financing of over 100 million yuan, aimed at R&D and business expansion in high-power products [20] - Micron confirmed it will cease the development of mobile NAND products due to ongoing market weakness, while continuing to support other NAND solutions [14][15]