Group 1 - Huang Renxun, CEO of Nvidia, predicts that the next wave of artificial intelligence will be Physic AI, which uses fundamental principles to replace human coding and algorithm description for result prediction [1] - The shift from current text/image models to industrial simulation and biomedicine indicates a potential transformation in investment logic within the industry [1] - If Physic AI achieves autonomous derivation of physical laws, it could disrupt traditional simulation tools and advance industries like autonomous driving and material research [1] Group 2 - The launch of the domestically produced "Pinyuan AI Integrated Machine" series in Shenzhen marks a significant breakthrough in China's AI hardware, achieving full domestic control over key software and hardware technologies [2] - The Pinyuan AI Integrated Machine features 16 domestically produced Jiangyuan D10 AI inference acceleration cards, enhancing model inference efficiency by 300% in text generation and image recognition scenarios [2] - This development is expected to strengthen national technology security and reduce reliance on foreign technologies, while promoting AI applications in enterprises and government [2] Group 3 - The recent registration of the "Fengyu" large model by SF Technology and other AI services indicates a speeding up of industry standardization, with a total of 439 generative AI services registered as of June 30, 2025 [3] - The entry of traditional giants like SF into the generative AI space signifies the expansion of large models from the internet into logistics and telecommunications sectors [3] - Companies are now required to demonstrate that their technologies can effectively reduce costs and improve efficiency, moving beyond mere concepts [3]

Core Insights - The National Internet Information Office has released information on generative artificial intelligence services registered from April to June 2025, indicating a growing trend in the sector [1] - Shenzhen has seen the addition of 8 new generative AI services, including models from SF Technology Co., Ltd. and CaiXun Technology Co., Ltd., both of which are publicly listed companies in A-shares [1] - As of June 30, 2025, a total of 439 generative AI services have completed registration, with 233 applications or functions officially recorded [1] Company Insights - SF Technology Co., Ltd. has launched the Fengyu large model, contributing to the expansion of generative AI services in Shenzhen [1] - CaiXun Technology Co., Ltd. has introduced the Ruichi large model, further enhancing the competitive landscape of generative AI in the region [1] - Both CaiXun Technology (300634) and SF Holdings (002352) are publicly traded companies, indicating potential investment opportunities in the generative AI sector [1] Industry Insights - The generative AI sector is experiencing rapid growth, with a significant number of services being registered and recognized by regulatory bodies [1] - The cumulative registration of 439 generative AI services reflects the increasing adoption and integration of AI technologies across various applications [1] - The registration of 233 applications or functions highlights the diverse functionalities being developed within the generative AI space [1]