美股研究社·2025-11-07 11:30Group 1 - L'Oréal China has formed a strategic partnership with Alibaba Cloud to enhance its intelligent customer service and marketing through AI capabilities [5] - Microsoft is aiming for "superintelligence" in AI, focusing on breakthroughs in healthcare and materials science, led by Mustafa Suleyman [6][12] - Meituan has fully integrated its AI operating assistant "Smart Manager" into all partnered dining establishments, providing a comprehensive AI service package [8] Group 2 - Tesla's CEO Elon Musk indicated the potential need for a large AI chip factory, possibly in collaboration with Intel, to support the development of its fifth-generation AI chips [9] - Google is set to launch its most powerful AI chip, Ironwood, which is four times faster than its predecessor, aimed at processing large model training and real-time AI tasks [11] - Tesla shareholders approved Musk's compensation plan, which could yield up to $878 billion, contingent on achieving ambitious operational goals [13]