美股研究社·2025-07-15 10:28Core Insights - The article discusses the rapid development of artificial intelligence (AI) technology and its potential opportunities in the market [1] Group 1: AI Developments - Meta Platforms is considering shifting its AI strategy from open-source models to a closed AI model, with discussions still in preliminary stages [3] - ByteDance is reportedly developing a lightweight mixed reality device resembling goggles, differing from existing bulky headsets [4][5] - Chery and AiMOGA are set to launch the墨甲 robot in China by the end of September, targeting both dealers and individual consumers [6] Group 2: Corporate Actions and Market Trends - Google has acquired AI startup Windsurf for $2.4 billion, following a failed acquisition attempt by OpenAI for $3 billion [7] - Oracle's CEO Safra Catz has become the largest stock seller among U.S. corporate insiders in 2025, selling $2.5 billion worth of stock in the first half of the year [7][8] - NVIDIA's CEO Jensen Huang announced the approval of H20 chip sales to China, marking a significant win for the company [9] Group 3: AI Supply Chain Insights - Guosheng Securities reports that AI demand is entering a phase of explosive growth, with GPU and ASIC markets thriving together [11] - Taiwanese AI server manufacturers like Wistron and Wistron NeWeb are experiencing revenue growth that outpaces larger competitors, indicating strong demand [11] Group 4: Apple Product Insights - UBS predicts that Apple's iPhone Fold may launch in late 2026, with initial shipment estimates between 10 million to 15 million units [13] - The average selling price of the iPhone Fold could be lower than expected due to supply chain strategies, potentially reaching $2,000 if material costs are controlled [13] - Consumer interest in the iPhone Fold is moderate, with 60% of iPhone users indicating a price preference between $1,500 and $1,700 [13]