Group 1 - Nvidia has selected BYD Electronic (00285) as a power component supplier for its new 800VDCAI server architecture, positioning BYD Electronic as a potential comprehensive AI server solution provider within Nvidia's AI server systems [1] - BYD Electronic's liquid cooling products have received Nvidia certification for the GB200/300NVL72 systems, with plans to start shipping to overseas customers in the second half of 2025 [1] - The target price for BYD Electronic has been set at HKD 52.9, with a rating of "outperform" reiterated by the brokerage [1] Group 2 - Apple is collaborating with BYD to develop a desktop robot and home hub, expected to launch in Spring 2026, which will serve as a new growth driver for BYD Electronic [2] - The desktop robot will resemble a home hub display but will be mounted on an electric stand, allowing it to move within user spaces [2] - BYD Electronic has extensive experience in manufacturing IoT devices and various robots, maintaining a strong partnership with Apple [2]