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前瞻全球产业早报:英伟达将收购50亿美元的英特尔股份

Group 1 - China's Ministry of Ecology and Environment announced the establishment of the world's largest carbon emissions trading market, covering over 60% of the country's carbon emissions [2] - The Ministry of Industry and Information Technology emphasized the acceleration of research and industrialization of advanced battery technologies, including solid-state batteries and sodium-ion batteries [2] - Nvidia announced a $5 billion investment in Intel, with plans for Intel to customize x86 CPUs for Nvidia's AI infrastructure [2] - Shenzhen released its first monthly report on functional autonomous vehicles, indicating over 900,000 fresh food deliveries in August, with total operational mileage exceeding 230,000 kilometers [2] Group 2 - The iPhone 17 series launched on September 19, with high demand for the Pro Max model, leading to price increases by resellers [4][6] - Tencent's Yuanbao feature was fully launched in public accounts and video account comment sections, enhancing user engagement [5] - Xiaomi responded to the recall of 116,887 SU7 standard electric vehicles, clarifying that the OTA software upgrade targets specific models produced before August 30, 2025 [5] - Taobao Flash Sale and Ele.me are launching group buying services to compete with Meituan and Dazhong Dianping [6] Group 3 - Dreame launched its first smartphone, Dreame Space, achieving over 100 million RMB in pre-sale orders in overseas markets [7] - GE Healthcare addressed rumors about selling its Chinese business shares, stating it does not comment on market speculation [7] - Google is integrating Gemini into Chrome to enhance AI search capabilities, aiming to compete with startups like OpenAI [8] - South Korea will require all international flights to use sustainable aviation fuel starting in 2027, with a gradual increase in the fuel mix ratio [10] Group 4 - Microsoft plans to invest $4 billion in building a second data center in Wisconsin, following a previous investment of $3.3 billion for the first data center [11] - Elon Musk denied reports of a 10,000-unit order for Tesla's Optimus robots from PharmAGRI, calling it false [12] - Meta's CEO Mark Zuckerberg expressed willingness to invest heavily in AI to avoid falling behind in the industry [13] Group 5 - Zhanxin Electronics completed its C round financing, raising over 1 billion RMB, with participation from several notable investment institutions [13] - Shenzhou Car Technology received approval for its IPO on the A-share market, focusing on automotive emergency start power supplies [14] - Chery Automobile's $1.2 billion IPO in Hong Kong is set to conclude its subscription process [15]