美股研究社·2025-12-26 12:27Group 1 - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in various sectors [3] - Tencent's Yuanbao has seen its usage of the DeepSeek model increase over 100 times since its integration in February, positioning it among the top three in domestic AI applications [5] - Elon Musk predicts that AI could help the U.S. GDP achieve double-digit growth within the next 12-18 months, with a potential for triple-digit growth in about five years [6] Group 2 - Waymo is preparing to integrate Google's Gemini AI into its autonomous taxi service, aiming to provide a "personal companion" experience for passengers [7] - Fujitsu is joining a next-generation memory development project led by SoftBank, targeting commercialization by fiscal year 2027 and mass production by fiscal year 2029 [9] - Tesla is under investigation by U.S. regulators for a defect in the Model 3's door lock mechanism, affecting over 179,000 vehicles [11] - NVIDIA has confirmed a non-exclusive technology licensing agreement with the startup Groq, focusing on advanced computing technologies [12]