Market Dynamics - China is considering restrictions on acquiring Nvidia's H200 chip, despite the U.S. allowing its sale to China, with a response from the Ministry of Foreign Affairs suggesting inquiries to relevant authorities [2] - TSMC reported November sales of NT$343.61 billion, a year-on-year increase of 24.5%, and cumulative sales from January to November reached NT$3.47 trillion, up 32.8% year-on-year [5] - Micron's NAND prices surged nearly 50% in a month, with module manufacturers indicating that shortages will become widespread after Q2 next year [6] - Oracle's cloud business revenue grew 34% to $7.98 billion, but fell short of analyst expectations, leading to a post-market stock drop of over 10% [4] Company Updates - Meta is utilizing Alibaba's Qianwen to optimize its latest AI model, with Alibaba Cloud launching a one-stop Agentic AI infrastructure platform [3] - Ningde Times plans to register and issue bonds not exceeding 10 billion yuan for project construction, working capital, and debt repayment, with a term of no more than 5 years [9] - Haiguang Information announced the termination of a major asset restructuring but emphasized continued collaboration with Zhongke Shuguang in the field of computing power and chip design [8] - Mu Xi Co. reported that online investors abandoned the subscription of 20,349 shares, with a total subscription amount of 1.009 billion yuan [10] - China Shipbuilding Special Gas plans to invest 870 million yuan in a project to produce 3,383 tons of high-purity hydrogen sulfide and other electronic gases annually [11] - Gaohua Technology has established partnerships with several commercial aerospace companies, expanding its business in ground testing equipment and rocket systems [12]
Meta使用阿里千问优化其最新AI模型 甲骨文盘后股价暴跌
Xin Lang Cai Jing·2025-12-11 00:34