Nvidia(US:NVDA) 3 6 Ke·2025-10-31 12:08Group 1: Meituan's AI Reception Upgrade - Meituan has upgraded its "Smart Steward" AI phone reception capabilities, enhancing dining service experiences and helping small and medium-sized restaurants discover new business opportunities [1] - In October, Meituan's "AI Reception" facilitated nearly 150,000 dining orders [1] Group 2: Pop Mart's CRYBABY IP Developments - Pop Mart has launched a new "Vacation Mode On" series for its popular CRYBABY IP, which sold out immediately after release [2] - The company has applied for multiple trademarks related to CRYBABY, covering categories such as convenience food, scientific instruments, and clothing [2] Group 3: Taobao's New Convenience Store Brand - Taobao Flash Sale has introduced a new convenience store brand called "Taobao Convenience Store," backed by a 2 billion RMB investment to build a flash warehouse ecosystem [3] - The brand aims to provide a comprehensive shopping experience with 24-hour service and 30-minute delivery [3] Group 4: NVIDIA's AI Collaboration in South Korea - NVIDIA has signed a significant agreement with major South Korean companies, including Samsung and SK Group, to supply over 260,000 accelerated chips for AI projects [4] - This collaboration is part of NVIDIA's global expansion of AI infrastructure [4] Group 5: Zhenyu Technology's Investment in Robotics - Zhenyu Technology plans to invest 2.11 billion RMB in building precision modules and components for humanoid robots, in partnership with the Ninghai County Investment Promotion Center [5] - The investment aims to expand production capacity in emerging business areas [5] Group 6: Tianqi Co. and Foxconn's Strategic Partnership - Tianqi Co. has signed a strategic cooperation framework agreement with Foxconn to develop and apply embodied intelligent robots in industrial settings [6] - The partnership aims to deploy at least 2,000 intelligent robots within Foxconn's manufacturing system over the next five years [6] Group 7: Domestic Demand Expansion Insights - The Director of the National Development and Reform Commission emphasized that expanding domestic demand is crucial for strengthening the domestic circulation of the economy [7] - Current challenges include weak consumer motivation and investment efficiency, which need to be addressed to enhance economic growth driven by domestic demand [7]