Nvidia(US:NVDA) 2 1 Shi Ji Jing Ji Bao Dao·2025-09-24 23:30Company Developments - Alibaba announced a collaboration with NVIDIA for Physical AI, with plans to invest 380 billion yuan in AI infrastructure and launched seven large model products, including Qwen3-Max, the largest and most capable model to date [1] - Chery Automobile's H-shares were priced at 30.75 HKD per share for their upcoming listing on September 25, with a notable increase of over 9% in dark trading [6] - Heng Rui Pharmaceutical signed a licensing agreement for the Rykon Trastuzumab project, potentially earning up to 1.093 billion USD in milestone payments [6] - Mercedes-Benz plans to acquire a minority stake in Chinese autonomous driving system developer Qianli Technology to enhance its smart strategy in China [6] - TSMC is rumored to increase the foundry prices for its third-generation 3nm process by approximately 20% compared to the previous generation, with a potential 50% increase for the upcoming 2nm process [6] Industry Insights - The securities industry saw a significant decline in commission income, totaling 4.472 billion yuan in the first half of the year, a decrease of 33.98% year-on-year, while the number of analysts in the sector reached a record high of 6,130 [4] - The Ministry of Commerce and other departments issued guidelines to promote digital consumption, aiming to enhance the supply of AI terminal products and support the development of drone delivery services [2] - The National Development and Reform Commission announced a plan for the construction materials industry, projecting revenues from green building materials to exceed 300 billion yuan by 2026, while prohibiting new cement and glass production capacity [3]