AI日报丨一夜涨超1万亿元！英伟达市值再度冲顶，近90%的分析师还在喊买买买！

Group 1 - The rapid development of artificial intelligence technology is creating widespread opportunities in the market [1] - Nvidia's stock surged 4.3% to a record high of $154.31, with a market capitalization of approximately $3.77 trillion, solidifying its position as the world's most valuable company [3] - Nearly 90% of analysts have a buy rating on Nvidia, driven by strong financial performance and significant investments from major clients like Microsoft, Meta, Alphabet, and Amazon [3] Group 2 - SoftBank's CEO Junichi Miyakawa emphasized a continued aggressive investment stance in the AI sector [4] - A survey by Snowflake revealed that companies quantifying their generative AI projects reported an average ROI of 41%, indicating a strong business value return [4] - The primary motivations for adopting generative AI include improving operational efficiency (51%), enhancing customer experience (43%), and accelerating innovation (40%) [4] Group 3 - Google has open-sourced the AI Agent framework Gemini CLI, integrating its large model into terminal applications [5] - Gemini CLI allows direct invocation of Google's latest video model Veo and image model Imagen, along with various practical features [5] Group 4 - Supermicro's stock rose approximately 5%, reflecting an overall increase in the tech sector [7] - The stock experienced a significant intraday increase of 9.5%, marking its highest level since May 16, despite a nearly 45% decline over the past year [8] Group 5 - Apple is in talks with Formula 1 to install its camera lenses on race cars, which could transform the broadcast experience for approximately 70 million viewers per race [9] - This follows Apple's previous installation of multiple iPhone cameras on an F1 car for an upcoming film [9]