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AI日报丨英伟达Q2持仓曝光!9成仓位豪赌CoreWeave

Group 1 - Meta Platforms plans to restructure its AI business into four departments, including a new lab called TBD Lab, within the next six months [4] - OpenAI's CEO Sam Altman aims to invest "trillions of dollars" in AI infrastructure, believing that society will not regret such investments in the long term [4] - WeRide received a multi-million dollar investment from Grab to accelerate the deployment of L4 Robotaxis in Southeast Asia [4] Group 2 - NVIDIA's latest 13F filing reveals that as of June 30, 91.36% of its public holdings are concentrated in AI cloud computing service provider CoreWeave, with a total investment of $3.96 billion [5][6] - CoreWeave's Q2 revenue reached $1.2 billion, a year-over-year increase of over 300%, although its stock price recently fell nearly 21% due to lower-than-expected revenue growth and plans for significant capital expenditures [6] - Analysts predict that CoreWeave's revenue could grow by 127% next year, potentially reaching $11 billion, highlighting NVIDIA's confidence in the AI infrastructure sector [7] Group 3 - Morgan Stanley has raised its iPhone production forecast for September by 8%, now estimating 54 million units, citing better-than-expected sales in June [11][12] - The positive revision is attributed to a reduction in iPhone channel inventory below normal levels, creating greater opportunities for channel filling in September [12] - Analysts expect that the production of the iPhone 17 will remain stable at 80 to 85 million units by the second half of 2025, with a slight year-over-year decline [13]