Group 1: Company Developments - ByteDance denies plans to launch its own smartphone, stating it is exploring AI capabilities for various hardware manufacturers without developing a proprietary phone [2] - New Oriental's stock plummeted by 20.89% following rumors about its CEO, which the company refuted, stating the average commission rate is below 20% [3] - Alibaba is launching a new service called "Bao Bei Yun Li," aimed at providing instant delivery services for college students, competing with Meituan [4] - Baidu warns users about fake websites related to its video generation model, MuseSteamer, and announces the upcoming release of MuseSteamer 2.0 [5] - Apple has entered large-scale production of the iPhone 17, with Foxconn ramping up hiring in its Zhengzhou factory [6] - Xiaopeng Motors plans to mass-produce humanoid robots and L4-supporting vehicles by 2026, with new AI chips integrated into upcoming models [8] Group 2: Industry Insights - NVIDIA is developing a new AI chip, B30A, specifically for the Chinese market, expected to perform at about 50% of the flagship B300 chip [9] - TSMC announces its 2nm process wafers will be priced at $30,000 each, targeting high-end clients, with an initial yield of approximately 60% [10] - Qualcomm launches the fourth-generation Snapdragon 7s mobile platform, featuring a 7% performance increase and supporting low-power AI systems [11] Group 3: Financial Performance - Xiaomi reports a 30.5% year-on-year revenue growth in Q2 2025, with smart electric vehicle revenue reaching 206 billion yuan [12] - Pop Mart's revenue for the first half of 2025 is 13.88 billion yuan, marking a 204.4% increase, with significant growth across various regions [13] Group 4: Market Movements - iQIYI is reportedly preparing for a secondary listing in Hong Kong, aiming to raise between $200 million and $300 million [14][15]
东方甄选辟谣新东方CEO被立案调查丨科技风向标