Market Dynamics - The State Council, led by Premier Li Qiang, emphasized the importance of cultivating new productive forces through the integration of artificial intelligence across various industries, aiming for high-quality development [1] - The State-owned Assets Supervision and Administration Commission (SASAC) urged central enterprises to enhance effective investment in computing power and promote the synergy between computing power and electricity, aiming to strengthen the foundation of the AI industry [1] Company Developments - Meta Platforms Inc. plans to invest over $10 billion to build a data center in Lebanon, Indiana, covering 4 million square feet and expected to be operational by late 2027 or early 2028, creating 300 long-term jobs and supporting over 4,000 construction workers [3] - Shanghai Suiruan Technology Co., Ltd. has changed its IPO review status to "inquired" on the Sci-Tech Innovation Board, focusing on cloud AI chip design since its establishment in 2018 [5] - NetEase reported a stable performance for 2025, with Q4 revenue of 27.5 billion yuan and total annual revenue of 112.6 billion yuan, achieving an operating profit of 35.8 billion yuan, a 21% year-on-year increase [6] - Newray Co., Ltd. plans to acquire a 70% stake in PCB tool company Huilian Electronics for no more than 700 million yuan, aiming to enhance its market competitiveness in the PCB tool sector [8] - Zhongji Xuchuang clarified that CSP customers place orders directly with the company, ensuring no bypassing of the company in the supply chain [7] - Zhongwei Semiconductor plans to establish an IPM production line project in Ziyang, Sichuan, using 121 million yuan of surplus fundraising for this initiative [10]
国务院国资委推动央企扩大算力有效投资 DeepSeek模型更新