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Group 1 - Kingdee International disclosed its AI contract amount exceeding 1.5 billion RMB, emphasizing an "AI-first" strategy to integrate AI technology into all SaaS products and services [4] - Elon Musk announced that xAI will take legal action against Apple regarding App Store practices that allegedly hinder AI companies from ranking [4] - Nvidia launched the Cosmos Reason model, a physical AI application with 7 billion parameters, enabling robots to reason and act like humans [5] Group 2 - AMD's stock rose by 1.66% to a new high of $175.74 after receiving preliminary approval for AI chip export to China [5] - According to statistics from Private Equity Ranking Network, Jinglin Asset's overseas fund holdings totaled $2.874 billion, a decrease of approximately $354 million from the previous quarter [5] - Jinglin made significant adjustments in its portfolio, including clearing long-held Nvidia shares and increasing holdings in Google and Microsoft [6] Group 3 - Dell is collaborating with Nvidia and Elastic to launch an AI data platform aimed at simplifying enterprise AI deployment across various industries [10] - The platform is designed to enhance data processing and communication for real-time applications, utilizing Nvidia's high-performance servers [11] - Wells Fargo raised Nvidia's stock target price from $185 to $220 ahead of its quarterly earnings report, citing strong demand data and expectations for revenue growth [12][14]