Di Yi Cai Jing·2025-09-21 03:25Group 1 - Liu Qiangdong emphasized that private enterprises should not turn into enemies and that normal business competition should not become personal grudges [1][2] - Liu expressed respect for competitors and highlighted the importance of competition based on strategy, business models, and value creation [2] - JD.com is set to announce a new model for the hotel industry by the end of the year, aiming to optimize supply chain costs and avoid price wars [8] Group 2 - ByteDance announced it will proceed with TikTok-related work in accordance with Chinese laws, ensuring continued service for American users [2][3] - The Chinese government supports businesses in achieving solutions that comply with market rules and hopes for a fair operating environment for Chinese companies in the U.S. [3] Group 3 - The iPhone 17 series launched on September 19, with reports of scalpers marking up prices significantly, indicating strong demand [4] - The first-day sales performance of the iPhone 17 series suggests potential for better sales compared to the previous generation [4] Group 4 - Figure completed a Series C funding round, raising over $1 billion with a post-money valuation of $39 billion, aimed at expanding its AI platform and humanoid robots [5] - The participation of major industry players like NVIDIA and Intel highlights the importance of training power and data resources in future competition [5] Group 5 - Meta launched its first AI glasses with display capabilities, which can translate in real-time and support 3K video recording, marking a significant advancement in consumer wearable technology [11] - The global market for AI smart glasses is expected to grow significantly, with Meta projected to capture over 65% market share following the product launch [11] Group 6 - Seven Bulls Cloud and Wuxiang Cloud Valley formed a strategic partnership to scale AI inference computing power, targeting the burgeoning AI inference market [10] - The demand for AI computing power is expected to surge, with a shift towards rental models due to high costs and technical barriers [10]