Group 1: Technology Innovations - Huawei launched AI inference innovation technology UCM, a suite focused on KV Cache to enhance inference acceleration, aiming for high throughput and low latency while reducing per-token inference costs [2] - Baidu Smart Cloud initiated the "AI Venture Acceleration Program," providing significant computing subsidies and financing support to selected startups, having already assisted 20 companies in securing over 100 million yuan in funding [4] - Kunlun Wanwei released Matrix-Game 2.0, an upgraded interactive world model that is fully open-source, achieving significant improvements in real-time generation and long-sequence interaction capabilities [5] - Nvidia introduced the Cosmos Reason model, enabling robots and AI agents to reason like humans and act in the real world, addressing limitations of previous models in multi-step tasks [16] Group 2: Market Developments - Meituan launched the "Dine-in Boost" plan to encourage offline dining, providing consumption vouchers to members to increase foot traffic and sales for restaurants [6] - Xiaohongshu announced the PGM Talent Program to recruit and cultivate future business leaders through a hands-on rotation model across key business areas [7][8] - Xiaomi's founder Lei Jun initiated a public vote regarding the renaming of the Xiaomi YU7 standard version, highlighting its strong configuration and performance [9] Group 3: Strategic Partnerships and Contracts - GuoDun Quantum plans to sign a sales contract with China Telecom Quantum Group for quantum key distribution hardware and software, with an estimated value of 76.54 million yuan [12] - Guangliwei announced the acquisition of 100% of LUCEDA NV to enhance its position in the silicon photonics industry, with LUCEDA being a leader in silicon photonic chip design automation [18] - Quzhou Development intends to purchase 95.46% of XianDao Electric Technology, expanding its business scope into advanced PVD sputtering targets and deposition materials [19] Group 4: Funding and Financial Updates - Zhuhai Gallium Future Technology completed a B++ round financing of over 100 million yuan, aimed at R&D and business expansion in high-power products [20] - Micron officially responded to rumors regarding its business adjustments in China, announcing the cessation of mobile NAND product development while continuing support for other NAND solutions [14][15]

据了解，本次"堂食提振"计划，将以堂食消费券的形式展开。美团将针对茶饮、餐食等品类发放到店消 费券，成本由平台全部承担，引导消费者到店聚餐或到店自提，把顾客和订单留给门店。 美团外卖此前调研发现，通过特定爆款品类的优惠券吸引顾客到店消费，可以有效带动用户进店，不仅 有利于门店获得更多附近消费者，消费者在到店后，通常还会下单更多商品，从而带动门店销售额增 长。 8月12日，美团外卖正式启动"堂食提振"计划，首批将向全量会员发放进店消费券。 近两周来，美团已向黑钻、黑金会员群体发放甜点小吃等各类到店消费券等专属权益，由美团统一向实 体门店采购相关商品，并发放至门店附近的消费者，引导消费者从线上回归线下门店。平台调研数据显 示，近期自提消费券有效带动了线下门店的堂食增量，美团黑钻黑金会员的礼赠互动增加了60%的门店 自提人数。未来一周内，美团还将继续向消费者发放餐饮门店消费券。 美团外卖相关产品负责人表示，将持续落实"反内卷"，通过"堂食提振"计划，美团将坚持为实体门店导 流，促进行业健康发展，这一计划目前已覆盖10万家实体门店，未来将进一步扩大覆盖范围。 ...