美股研究社·2025-09-10 12:21Group 1 - Meituan's Dianping has "restarted" its quality takeaway service, aiming to cover millions of high-rated dining restaurants by utilizing a self-developed AI model to analyze user needs and filter out fake reviews [5] - Giant Network has confirmed its participation in a $60 million B-round financing for AI video generation company Aishi Technology, marking the highest single financing amount in China's video generation sector [5] - NVIDIA announced the launch of a new GPU named Rubin CPX, designed for long-context reasoning with over 1 million tokens, which is expected to enhance performance in software development and video generation tasks [6][8] Group 2 - Oracle's stock surged by 22.15% in after-hours trading, while AI infrastructure stocks like CoreWeave, AMD, and NVIDIA also saw gains [4] - Apple announced the starting prices for the iPhone 17 series, with the iPhone 17 Air priced at RMB 7999, and pre-orders starting on September 12 [9][10] Group 3 - Microsoft is reportedly planning to replace some of OpenAI's technologies with Anthropic's for its Office 365 applications, with Anthropic's models being better suited for certain AI functionalities [14][15] - Microsoft will pay Amazon's AWS for access to Anthropic's models, indicating a shift in the competitive landscape of AI technologies [15]