黄仁勋再出售英伟达股份；外卖“新规”征求意见丨科技风向标

Group 1: AI Infrastructure Developments - Alibaba Group is investing 380 billion yuan in AI infrastructure and plans to increase investment further, with energy consumption of its global data centers expected to increase tenfold by 2032 compared to 2022 [2] - OpenAI, in collaboration with Oracle and SoftBank, plans to build five AI data centers in the U.S. with a total investment exceeding 400 billion USD over three years, aiming for a computing capacity of up to 10 gigawatts [4] - Alibaba announced a partnership with NVIDIA to integrate Physical AI software into its AI platform, covering various aspects of AI practice including data synthesis and model training [3] Group 2: Corporate Actions and Partnerships - NVIDIA CEO Jensen Huang sold 225,000 shares of NVIDIA stock as part of a plan to sell up to 6 million shares by the end of the year [5] - SAP and OpenAI are collaborating to create a "German version of OpenAI" to serve the public sector in Germany, ensuring data sovereignty through SAP's subsidiary [5] - Xiaomi announced that its fast-charging protocol will be open to all industry players, allowing for the mass production of charging modules [11] Group 3: Technology Innovations - Qualcomm's CEO highlighted six core trends shaping the future of AI, including a shift from smartphone-centric to agent-centric interfaces and enhanced edge data relevance [6] - Leap Star announced the beta testing of its desktop AI agent, which can perform complex tasks locally and integrate deeply with operating systems [9] - Geely's new multi-modal AI model, developed with Mianbi Intelligent, is designed for smart cockpit platforms, enhancing vehicle safety through real-time monitoring [8] Group 4: Market Movements and Investments - Cathie Wood's ARK Investment Management has resumed its investment in Alibaba, purchasing approximately 16.3 million USD worth of American Depositary Receipts, marking the first acquisition since 2021 [19] - Huatian Technology is planning to acquire shares in Huayi Microelectronics, a subsidiary of its controlling shareholder, focusing on semiconductor power devices [18] - Zhongwei Semiconductor has submitted an application for H-share issuance to the Hong Kong Stock Exchange [20][21]