美股研究社·2025-07-16 11:49Core Insights - The rapid development of artificial intelligence technology is creating extensive opportunities in the market [1] Group 1: AI Chip Exports and Recruitment - AMD plans to resume exports of its MI308 AI chips to China following U.S. approval, which is specifically designed for the Chinese market [3] - Xiaopeng Motors has increased its recruitment plan from 6,000 to 8,000 employees, aiming for a total workforce of nearly 30,000 by the end of the year, focusing on AI talent in smart driving and large AI models [3] Group 2: Market Demand and Supply Chain Opportunities - Institutions predict that NVIDIA's H20 GPU export ban lift will boost demand, estimating that the proportion of AI chips sourced from abroad in China will rise to 49%, up from a previous estimate of 42% [4] - CITIC Securities expresses optimism about supply chain opportunities benefiting from overseas computing power demand, highlighting rapid growth in AI applications and the emergence of various vertical applications [6] Group 3: Funding and New AI Ventures - Mira Murati, former CTO of OpenAI, has raised $2 billion for her new AI startup, Thinking Machines Lab, with participation from NVIDIA and AMD, focusing on multimodal AI development [8]