Key Points - Dong Mingzhu emphasized the importance of using Gree's washing machines and refrigerators, claiming they maintain freshness and energy efficiency [4][5] - Huawei is set to announce a breakthrough in AI inference technology that could reduce reliance on HBM and enhance domestic AI model performance [7][8] - JD.com plans to invest over 10 billion in the smart robotics sector, aiming to help 100 brands achieve over 1 billion in sales within three years [8][9] - Li Xiang, CEO of Li Auto, responded to online attacks, indicating that a specific brand is orchestrating these negative campaigns [9][10] - Wang Xingxing, CEO of Yushutech, stated that expecting robots to generate significant value in work scenarios is unrealistic at this stage [12] - Douyin E-commerce established a safety and trust center to combat violations in live-streaming marketing, resulting in the removal of over 1,000 accounts [18][19] - Nvidia received export licenses for its H20 chips to China, despite concerns over potential security risks associated with the chips [14][15] - Chery and Huawei signed a cooperation agreement for the "Intelligent World" brand strategy 2.0, aiming to enhance their product offerings and operational efficiency [16] - The third-generation NIO ES8 is expected to debut on August 20, featuring significant design upgrades and enhanced specifications [24][28]

华为将于8月12日发布AI推理领域的突破性技术成果，或能降低中国AI推理对HBM(高带宽内存)技术的 依赖，提升国内AI大模型推理性能，完善中国AI推理生态的关键部分。业内人士表示，当前AI产业已 从"追求模型能力的极限"转向"追求应用价值的最大化"，推理成为AI下一阶段的发展重心。 盘前要闻 1、美俄首脑会晤将于15日举行，会谈重点是实现乌克兰长期和平的方案 类型：宏观 情绪影响：正面 特朗普宣布将于8月15日与俄罗斯总统普京在美国阿拉斯加州会晤，讨论乌克兰危机。俄罗斯总统助理 乌沙科夫透露称，普京和特朗普将集中讨论乌克兰危机的长期和平解决方案。 2、华为将发布AI推理领域突破性成果，完善中国AI推理生态关键部分 类型：行业 情绪影响：正面 3、证监会：继续严把发行上市入口关，不会出现大规模扩容的情况 类型：市场 情绪影响：正面 针对包容性增强会否造成IPO大规模扩容的担忧，证监会表示，将继续严把发行上市入口关，做好逆周 期调节，不会出现大规模扩容的情况。当前，全球主要市场都在主动适应科技发展趋势，加大制度机制 创新，在持续吸纳优质企业、改进监管服务同时也反过来促进了二级市场的活跃和走强。 4、北京亦庄发布 ...

Group 1 - The price of live pigs in China has dropped to a new low of 13.77 yuan per kilogram, marking a decrease of approximately 8.3% month-on-month and 33.6% year-on-year, prompting the government to implement measures to reduce production capacity by about 1 million breeding sows [2] - The housing market in Hegang has seen a significant increase in prices over the past five years, with new homes averaging 3,860 yuan per square meter, up from 3,046 yuan, and a total of 5,680 homes purchased by non-local buyers last year [3] - 百果园's chairman stated that the company will not lower fruit prices to cater to consumer ignorance, emphasizing the importance of educating consumers about quality differences in fruits [4][5] Group 2 - A major corruption case involving the quantitative trading firm Fantasia Quant has emerged, with allegations of embezzlement amounting to 118 million yuan over six years, leading to the investigation of several individuals [15][16][17] - Huawei is set to announce a breakthrough technology in AI inference that could reduce reliance on high-bandwidth memory (HBM) and enhance the performance of domestic AI models [18] - BMW and Brilliance BMW have initiated a recall of over 230,000 vehicles due to safety hazards related to starter generator connections and high-pressure system malfunctions [28]

趣味科学网站记者就该病例联系了ChatGPT的开发者开放人工智能研究中心(OpenAI)。该公司一名 发言人指点记者查阅其服务条款。条款声明，其服务不用于诊断或治疗任何健康问题。其条款 称："您不应依赖我们的服务输出作为真 相或事实信息的唯一来源，或者作为专业建议的替代品。" （参考消息） 3.【马斯克再次回应解散Dojo超级计算机团队】 当地时间8月10日，马斯克发文表示，当所有路径都 明确指向AI6芯片时，我不得不关停Dojo项目，并做出一些艰难的人事调整，因为Dojo 2如今已沦为 一条进化 死胡同。可以说，Dojo 3以单块电路板上集成大量AI6系统级芯片（SoC）的形式延续了生 命。（新浪财经） 1.【华为即将发布AI推理领域突破性成果】华为将于8月12日在2025金融AI推理应用落地与发展论坛 上，发布AI推理领域的突破性技术成果。据透露，这项成果或能降低中国AI推理对HBM（高带宽内 存）技术的依赖，提升国内AI大模型推理性能，完善中国AI推理生态的关键部分。（中国证券网） 2.【ChatGPT"误诊"致男患者溴中毒】据美国趣味科学网站8月8日报道，一名男子在咨询聊天生成 预训练转换器(Chat ...

Important Market News - The People's Bank of China, the National Financial Regulatory Administration, and the China Securities Regulatory Commission jointly released a draft for public consultation regarding the management of customer due diligence and the preservation of customer identity data and transaction records, notably removing the previous requirement for individuals to disclose the source or purpose of cash transactions exceeding 50,000 yuan [1] - In July, the Consumer Price Index (CPI) rose by 0.4% month-on-month, reversing a 0.1% decline in June, with year-on-year growth remaining flat. The increase was influenced by seasonal travel, with airfares, tourism, hotel accommodations, and vehicle rentals rising by 17.9%, 9.1%, 6.9%, and 4.4% respectively, contributing approximately 0.21 percentage points to the CPI increase [1] Industry Insights - Huawei is set to unveil groundbreaking technology in AI reasoning at the 2025 Financial AI Forum on August 12, which may reduce China's reliance on High Bandwidth Memory (HBM) technology and enhance the performance of domestic AI models [2] - Huawei announced the full open-sourcing of CANN, its AI programming language, which is comparable to NVIDIA's CUDA, allowing for efficient utilization of its Ascend processors. The Mind suite includes over 200 pre-adapted models [2][3] - The Chinese commercial space sector is experiencing rapid growth, with a market size projected to increase from 9.2 billion yuan in 2020 to 310 billion yuan by 2024, reflecting a compound annual growth rate exceeding 100% [4][5] - The Beijing Economic and Technological Development Zone has launched a series of measures to support the development of embodied intelligent robots, aiming to capture a leading position in the global robotics industry [6] Stock Movements - Several companies have announced plans for share reductions by major shareholders, including Hainan Zhongcheng Investment, which intends to reduce its stake in Furen Energy by up to 4.8 million shares, representing 0.37% of the total share capital [7] - Other companies such as Huizhiwei and Yinbaoshanxin have also disclosed similar intentions to reduce their shareholdings through various trading methods [7][8]

Group 1 - Huawei will release breakthrough technology in AI inference at the 2025 Financial AI Inference Application Landing and Development Forum on August 12, which may reduce China's reliance on HBM technology and enhance domestic AI model inference performance [1] - Huawei announced significant advancements in AI infrastructure at the Huawei Cloud Ecosystem Conference on April 10, introducing the CloudMatrix384 super node, which is designed to meet the massive computing power demands of the AI era and has been deployed at the Wuhu data center [1] - Huawei's CANN, a heterogeneous computing architecture for AI scenarios, will be fully open-sourced, aiming to optimize task scheduling and resource management to maximize the performance of Ascend chips [1] Group 2 - The Ascend platform has been widely applied in high-computing scenarios such as finance, electricity, transportation, and government, with strong order fulfillment capabilities driving continuous expansion of the industry chain [2] - The 10th Huawei Connect Conference will be held in Shanghai from September 18-20, 2025, presenting investment opportunities related to Huawei's Harmony and Ascend chains [2] Group 3 - Advanced Communication has officially launched the Ascend A800I A2 large model integrated machine [3] - Tuowei Information is a strategic partner of Huawei, focusing on the "Kunpeng/Ascend AI + Industry Large Model + Harmony" comprehensive strategy [4]

格隆汇8月11日｜国际要闻： 1、北京：符合条件家庭五环外购房不限套数； 2、中国7月CPI同比持平 环比上涨0.4%； 3、中国7月PPI同比-3.6%，环比下降0.2%； 4、玉渊谭天：美国给芯片安"后门"，H20既不环保、也不先进、更不安全； 5、中上协：2024年度沪深A股上市公司现金分红总额为2.4万亿元，较2023年度增加9%； 6、宇树科技王兴兴：机器人能大量干活的时代到来，大概率不会超过十年； 7、宁德时代枧下窝采矿端确定停产！相关人士：短期未有复产计划 8、宁德时代江西锂矿据报停产至少3个月； 9、华为即将发布AI推理领域突破性成果 或能降低中国AI推理对HBM技术的依赖； 10、农业农村部：生猪产能偏高 引导调减百万头能繁母猪； 11、快手上线独立"外卖"入口，外卖商品二季度支付用户数环比增长超3倍； 14、公告精选(港股)︱绿城中国(03900.HK)预计中期股东应占利润下降90%左右； 15、A股投资避雷针︱金利华电：终止筹划重大资产重组；新相微：终止购买爱协生100%股权。 12、今日A股宏远股份申购； 13、公告精选︱弘景光电：拟15.33亿元投建弘景光电研发制造总部基地项目；吉视 ...

1 纪念中国人民抗日战争暨世界反法西斯战争胜利80周年大会第一次综合演练圆满结束 记者从中国人民抗日战争暨世界反法西斯战争胜利80周年纪念活动新闻中心获悉，8月9日夜间至8月10日凌晨，北京天安门地区举行了纪念中国人民抗日 战争暨世界反法西斯战争胜利80周年大会第一次综合演练，约2.2万人参加演练及现场保障工作。北京市有关方面表示，本次演练活动顺利完成。（央视 新闻） 每经记者｜王琳 每经编辑｜程鹏 张喜威 袁东 ~~~文末有福利~~~ 标题点睛： 近日，中国人民银行、国家金融监督管理总局、中国证监会联合发布《金融机构客户尽职调查和客户身份资料及交易记录保存管理办法（征求意见 稿）》，该征求意见稿中最引人注目的变化是：取消了2022年版监管规则中关于个人办理单笔5万元以上现金存取业务需"了解并登记资金来源或用途"的 硬性要求。 据岳阳日报，湘阴县居民肖某良因网上发表有关评论被行政拘留一案，近日湖南省高级人民法院再审判决撤销原行政处罚决定。针对该案涉及的执法司法 行为，岳阳市公安局、市中级人民法院已启动调查程序，并将依据调查结果依法依规作出处理。据报道，2023年7月，上述男子在一段30秒视频下发布一 条12字 ...

Group 1 - China's July M1 and M2 money supply data will be released, along with social financing scale increment and new RMB loan data for January to July [3] - The Hang Seng Hong Kong Stock Connect Innovative Drug Index announced a revision plan, excluding CXO companies, effective August 11 [3] - Italy's July CPI data will be published [3] Group 2 - The first comprehensive rehearsal for the 80th anniversary of the victory in the Chinese People's Anti-Japanese War and the World Anti-Fascist War was successfully completed, with approximately 22,000 participants [5] - The People's Bank of China, the National Financial Regulatory Administration, and the China Securities Regulatory Commission jointly issued a draft for public consultation regarding customer due diligence and transaction record management, notable for removing the requirement for individuals to declare the source of funds for cash transactions over 50,000 yuan [5] - The Henan provincial government introduced policies to support the development of specialized and innovative enterprises in the artificial intelligence sector, offering subsidies for national-level "little giant" companies [5] Group 3 - Guangdong reported 1,387 new local cases of Chikungunya fever, with no severe cases or deaths, indicating that the outbreak's rapid increase has been initially contained [6] - The police reported a case of fundraising fraud involving the "Tree拍" app, with suspects taken into custody [7] Group 4 - Long-term cooperation between Changan Automobile and Huawei was highlighted during a visit by Changan's chairman to Huawei's CEO, discussing industry competition and future strategies [10] - Huawei is set to announce breakthrough technology in AI inference on August 12, which may reduce reliance on high-bandwidth memory technology and enhance domestic AI model performance [11] Group 5 - Yanjing Beer reported a revenue of approximately 8.558 billion yuan for the first half of 2025, a year-on-year increase of 6.37%, with net profit rising by 45.45% to 1.103 billion yuan [12] - Yanjing Beer is expanding into the beverage market, with beverage product revenue reaching approximately 83.015 million yuan, a year-on-year increase of 98.69% [12] Group 6 - Southern Fund announced a significant investment of at least 230 million yuan into its equity funds, demonstrating confidence in its internal products [15] - Peet's Coffee, known as the "ancestor of Starbucks," is closing several stores in China, citing regular operational adjustments based on profitability assessments [16]

Core Viewpoint - Huawei is set to release groundbreaking technology in AI inference that may reduce China's reliance on HBM (High Bandwidth Memory) technology, enhancing the performance of domestic AI large model inference and improving the AI inference ecosystem in China [1]. Group 1: AI Inference Technology - Huawei will jointly launch the latest AI inference application results with China UnionPay on August 12, introducing a significant inference acceleration technology [1]. - HBM is crucial for addressing "data transportation" issues; insufficient HBM can lead to poor user experience in AI inference, resulting in task delays and slow responses [2]. Group 2: Forum and Expert Contributions - Experts from the China Academy of Information and Communications Technology, Tsinghua University, and iFlytek will share practices on large model inference acceleration and experience optimization at the "2025 Financial AI Inference Application Implementation and Development Forum" on August 12 [3]. Group 3: Event Schedule - The event schedule includes: - Opening remarks [5] - Introduction and release ceremony of UnionPay's inference application results [5] - Presentation of Huawei's AI storage inference acceleration solution [5] - Discussion on large model inference optimization and new paradigms for industrial implementation [5] - Presentation on KV Cache storage-centered large model inference architecture by Tsinghua University [5] - iFlytek's high-performance inference practices on the MaaS platform [5]