Group 1 - Nvidia reported third-quarter revenue of $57.01 billion, exceeding market expectations of $55.19 billion [2] - Li Auto acknowledged underestimating Xiaomi's impact on the automotive market, leading to strategic adjustments in response to declining sales [2] - Xiaomi's entry into the automotive sector has intensified competition, with two successful models launched in two years [2] Group 2 - OpenAI announced the release of the GPT-5.1-Codex-Max programming model, which significantly enhances long-term reasoning, efficiency, and real-time interaction capabilities [3] - Elon Musk stated that the development of generative AI will render money "meaningless," although energy and quality will still impose limitations [4] Group 3 - Kuaishou reported third-quarter revenue of 35.6 billion yuan, a year-on-year increase of 14.2%, with core business revenue growing by 19.2% [5] - Kuaishou's operating profit increased by 69.9% year-on-year to 5.3 billion yuan, while adjusted net profit rose by 26.3% to 5 billion yuan [5] Group 4 - A report predicts that global DRAM prices, which have already surged by 50% this year, may rise an additional 30% by Q4 2025 and 20% in early 2026 [8]
浪人早报 | 英伟达第三季度营收570亿美元、理想内部承认低估小米、OpenAI最强编程模型发布…