Nvidia(US:NVDA) Xin Lang Cai Jing·2025-11-24 00:48Market Dynamics - The U.S. government is reportedly considering allowing NVIDIA to sell H200 AI chips to China, with the U.S. Department of Commerce reviewing export restrictions [1] - The Ministry of Industry and Information Technology (MIIT) of China has officially launched a commercial trial for satellite IoT services, aiming to enhance the satellite communication market supply [1] Company Developments - Huawei has released Flex:ai AI container technology, which allows a single GPU/NPU to support multiple AI workloads by partitioning its computing power [3] - Changxin Memory Technologies has launched its latest DDR5 memory products, achieving a maximum speed of 8000 Mbps and marking a significant technological advancement in domestic storage chips [4] - Moore Threads, known as the "first domestic GPU stock," has initiated its subscription process for its listing on the STAR Market, with an expected fundraising of 8 billion yuan [5] - Jiahua Technology is planning to acquire controlling stakes in Shudun Technology, leading to a temporary suspension of its stock [6] - Chaozhuo Aerospace has announced a temporary stock suspension due to major matters being planned by its controlling shareholders [7] - Huyou Pharmaceutical has received a clinical trial acceptance notice for its HYP-6589 tablet, which is aimed at treating advanced non-small cell lung cancer [8] - JinkoSolar has achieved a cumulative order of 15 GW for its Tiger Neo3.0 module, marking a significant milestone in its production capabilities [11] Industry Insights - The low-altitude economy market in China is projected to reach 1.5 trillion yuan by 2025, with expectations to exceed 2 trillion yuan by 2030, driven by rapid industry growth and advancements in low-altitude equipment [2] - Sixteen hard technology funds, including the first batch of AI ETFs, have been approved, indicating strong regulatory support for strategic emerging industries [2]