美股研究社·2025-05-09 11:43Core Viewpoint - The rapid development of artificial intelligence (AI) technology is creating extensive opportunities in various sectors, particularly in AI concept stocks and market trends [1]. Group 1: AI Technology Developments - Quark is set to launch "Deep Search Pro," which aims to tackle complex tasks in professional fields, comparable to top global products like DeepResearch [3]. - NVIDIA plans to introduce a downgraded version of its H20 AI chip in China within two months to comply with new U.S. export control measures, which will significantly reduce the chip's performance [3]. - SambaNova Systems announced a layoff of 77 employees, about 15% of its workforce, as it shifts focus from AI training to AI inference [4]. - Elon Musk's xAI has fully operationalized its Memphis supercluster, which will draw 150 megawatts of power from local sources and utilize Tesla Megapack batteries for backup [4]. Group 2: Market Insights and Trends - CITIC Securities highlights opportunities in the media sector related to AI and IP, emphasizing favorable policy environments, technological transformations, and positive earnings expectations as key drivers for valuation increases [6]. - Bill Gates announced plans to donate 99% of his remaining wealth, valued at approximately $107 billion, to the Gates Foundation, which is set to close in 2045 [8]. - Google rebounded in stock price after refuting concerns raised by Apple executives regarding declining search volumes, asserting that overall query volume continues to grow [9]. Group 3: Company-Specific Developments - Apple is reportedly developing chips for wearable technology, including smart glasses and AI servers, with production expected to begin by late 2026 or 2027 [10]. - Apple is exploring the addition of AI search options in its Safari browser, with potential candidates being Perplexity AI and Anthropic's Claude chatbot [11].