DeepSeek上新模型；摩尔线程部分新股遭弃购丨新鲜早科技

Group 1: Technology Developments - DeepSeek launched a new mathematical reasoning model, DeepSeekMath-V2, which achieved gold medal levels in major math competitions, showcasing the feasibility of self-verifying reasoning paths [2] - Quark AI glasses were released by Alibaba, featuring advanced hardware and dual operating systems, with prices starting from 1,899 yuan [4] - Tianfu Communication announced its capability for mass production of 800G and 1.6T high-speed optical engines, with ongoing investments in R&D for performance optimization [6] Group 2: Corporate Restructuring and Acquisitions - HP announced a global layoff plan affecting 4,000 to 6,000 employees, approximately 10% of its workforce, to streamline operations and enhance productivity through AI [3] - ByteDance is in negotiations to sell its subsidiary, Shanghai Mutong Technology, to Saudi Arabia's Savvy Games Group, with the deal's outcome uncertain [5] - Haichang New Materials plans to acquire a 51% stake in Shenzhen Xinwei Communications for approximately 234.6 million yuan, gaining control over the company [15] Group 3: Market Trends and Responses - The National Development and Reform Commission highlighted the rapid growth of humanoid robots, which are expanding at over 50% annually, while cautioning against market saturation and product redundancy [7] - Hongmeng Zhixing reported a surge in online attacks against the company, asserting that it will pursue legal action against those spreading false information [8] - The Chinese Electronic Technology Standardization Institute clarified that existing 3C certified power banks will remain valid despite rumors of new standards coming into effect [10] Group 4: Financial Activities - Muxi Co. announced its IPO plans, aiming to raise 3.904 billion yuan, potentially becoming the second domestic GPU company listed on the A-share market [13] - Moer Thread reported a significant number of shares were abandoned during its IPO, with over 29302 shares worth approximately 334.86 million yuan not subscribed [14] - Wuwen Chip completed nearly 500 million yuan in A+ round financing, attracting investments from various state-owned and market-oriented funds [16]