Apple(US:AAPL) 美股研究社·2025-10-16 10:13Core Insights - The article highlights the rapid development of artificial intelligence (AI) technology, presenting extensive opportunities in the market [2]. Group 1: AI Innovations - Baidu's upgraded video generation model, Wenxin Zhi Jing, achieves real-time interactive long video generation, breaking the traditional 10-second limit and allowing users to modify prompts during the creation process [4]. - Huawei launched an AI-Centric upgraded AI WAN solution at the UBBF2025, aiming to redefine user experience, computational limits, security resilience, and operational models for telecom operators [5]. Group 2: Corporate Developments - Meta Platforms Inc. is investing over $1.5 billion in a new 1GW data center in Texas to enhance its AI capabilities, with total capital expenditures for the year reaching $72 billion, including AI-related infrastructure projects [6][7]. - Apple's AI research lead, Ke Yang, is leaving for Meta, indicating a trend of notable departures from Apple's AI division [8]. Group 3: Market Analysis - HSBC upgraded Nvidia's stock rating to hold with a target price increase from $320 to $200, citing the growing potential market for AI GPUs beyond large enterprises [11][12]. - AMD's stock target price was raised from $310 to $185 by HSBC, maintaining a buy rating, with analysts highlighting the significant revenue potential from its partnership with OpenAI [14].