Nvidia(US:NVDA) 美股研究社·2025-08-05 10:57Group 1 - The article highlights the rapid development of artificial intelligence (AI) technology, presenting significant opportunities in the market [2] - CuspAI, a UK startup, is reportedly negotiating over $100 million in financing to support its strategy of using AI models for mineral exploration [4] - SoftBank Group is significantly increasing its holdings in Nvidia and TSMC, reflecting a strategic focus on AI foundational tools and hardware, with Nvidia's stake rising to approximately $3 billion [4] Group 2 - Citic Securities suggests embracing new models and computing power, recommending investment in the AI industry chain and structural innovation opportunities in fintech and special IT [8] - Foxconn plans to establish an AI server assembly plant in the U.S., reinvesting proceeds from the sale of an electric vehicle factory in Ohio, valued at $375 million [10]