Core Viewpoint - The article provides a comprehensive overview of significant developments in the AI industry, including funding events, technological advancements, and legal challenges faced by companies in the sector. AI Industry Highlights - China has reportedly instructed companies like Alibaba and ByteDance to terminate orders for NVIDIA's RTX Pro 6000D chips, leading to disappointment from NVIDIA's CEO Jensen Huang [7] - Teable has launched the world's first AI Database Agent and secured angel round funding from investors including ZhenFund and Baidu Ventures [8] - Zhiyuan Robotics showcased its Lingxi X2 humanoid robot performing a complex gymnastics move, demonstrating advanced motion control capabilities [9] - Kuaishou's Keling AI has introduced a new digital human feature that generates 1080p videos from images and text, utilizing advanced video generation models [10][11] - Alibaba's self-developed AI chip has been revealed to match some key parameters of NVIDIA's H20 chip [12] - Disney, Universal Pictures, and Warner Bros. have filed a lawsuit against MiniMax for copyright infringement related to its AI product, "Hailuo AI" [13] - DeepSeek's R1 model research paper has been featured on the cover of the journal Nature, marking a significant achievement in the field of large language models [14] - QuestMobile reported that Doubao has surpassed DeepSeek in monthly active users, becoming the top native AI app in China [16] AI Financing Overview - A total of 28 AI financing events were disclosed globally this week, with a total funding amount of 22.705 billion RMB, averaging 1.261 billion RMB per event [58] - The majority of disclosed AI financing events in China were concentrated in Jiangsu, Shanghai, Beijing, Zhejiang, Guangdong, and Sichuan [64] - The highest funding amount in the domestic AI sector was achieved by Shengshu Technology, which completed a multi-hundred million RMB Series A financing round [68] International AI Developments - Figure, a US-based humanoid robot developer, announced a $1 billion Series C financing round [73] - NVIDIA plans to invest $5 billion in Intel, becoming one of its largest shareholders, while also collaborating on custom x86 CPUs [34][35] - OpenAI has released GPT-5-Codex, a new model optimized for agent programming [49] - Google is set to invest £5 billion in the UK over the next two years to enhance AI infrastructure [46]

林剑表示，"具体问题建议向中方的主管部门了解。我们一贯反对在经贸科技问题上对特定国家采取歧 视性做法。中方愿同各方保持对话合作，维护全球产供链稳定。" - EOF - 推荐阅读 点击标题可跳转 1、 西贝贾国龙道歉秒变脸：一边说 "应对方式有错，改"，一边骂罗永浩 "网络黑社会" 2、 OpenAI 姚顺雨 1 亿薪资入职腾讯？官方回应来了 3、 王腾入职京东小米采销岗？京东回应 4、 火速切割！王腾刚被辞退，母校就撤掉"校友风采" 9 月 18 日，外交部发言人林剑主持例行记者会。 法新社记者提问，据英国《金融时报》报道，中国互联网监管机构已指示阿里、字节跳动等公司停止购 买英伟达 RTX Pro 6000D 芯片。英伟达首席执行官黄仁勋称，对此表示失望。中方能否证实报道所说 情况？对此有何评论？ ...

2025 年 9 月 19 日 招银国际环球市场 | 市场策略 | 招财日报 每日投资策略 宏观及行业点评 全球市场观察 招银国际研究部 邮件：research@cmbi.com.hk | 环球主要股市上日表现 | | | | | --- | --- | --- | --- | | | 收市价 | | 升跌（%） | | | | 单日 | 年内 | | 恒生指数 | 26,545 | -1.35 | 32.33 | | 恒生国企 | 9,457 | -1.46 | 29.72 | | 恒生科技 | 6,271 | -0.99 | 40.36 | | 上证综指 | 3,832 | -1.15 | 14.32 | | 深证综指 | 2,480 | -1.21 | 26.71 | | 深圳创业板 | 3,096 | -1.64 | 44.56 | | 美国道琼斯 | 46,142 | 0.27 | 8.46 | | 美国标普 500 | 6,632 | 0.48 | 12.76 | | 美国纳斯达克 | 22,471 | 0.94 | 16.36 | | 德国 DAX | 23,675 | 1.35 | 18.91 ...

Group 1 - The core viewpoint of the article indicates that Chinese internet regulatory authorities have instructed companies like Alibaba and ByteDance to cease purchasing NVIDIA's RTX Pro 6000D chips, reflecting a broader trend of regulatory scrutiny in the tech sector [1] - The Chinese Foreign Ministry spokesperson, Lin Jian, emphasized that China consistently opposes discriminatory practices against specific countries in trade and technology matters, highlighting the geopolitical implications of such regulatory actions [1]

Group 1 - Nvidia invests $5 billion in Intel, purchasing shares at $23.28 each, a 6.5% discount from the previous closing price [1] - Intel's market capitalization is approximately $116 billion, and Nvidia's stake will be less than 5% [1] - Nvidia's market cap exceeds $4 trillion, making it a dominant player in the semiconductor industry [1] - Analysts view this investment as a game-changing event for Intel, positioning it strongly in the AI market [1] Group 2 - Cambricon's earnings call left three major uncertainties, with management only addressing a small portion of investor questions [2] - The company provided a vague outline of its development blueprint centered around computing power, but did not clarify key clients or sustainability of performance [2] Group 3 - Goldman Sachs maintains an "overweight" rating on A-shares and H-shares, predicting an 8% and 3% increase respectively over the next 12 months [3] - The foundation for a "slow bull" market in A-shares appears stronger than ever, driven by market reforms and the introduction of long-term capital [3] Group 4 - China's Ministry of Foreign Affairs responded to reports of Chinese companies halting purchases of Nvidia chips, opposing discriminatory practices in trade and technology [4] - The Ministry of Commerce reiterated China's stance against politicizing technology and trade issues, emphasizing the importance of principles and fairness [5] Group 5 - The STAR Market in China saw a record trading volume of 361.05 billion yuan, with significant contributions from major companies [6][7] - The top three companies by trading volume on the STAR Market were Cambricon, SMIC, and Haiguang Information, with volumes of 23.495 billion yuan, 25.15 billion yuan, and 19.12 billion yuan respectively [7] Group 6 - US stock indices rose, with Intel's shares increasing by 24% following Nvidia's investment announcement [8] - The semiconductor sector saw a broad increase, with ASML rising over 6% and Tesla gaining nearly 1% after a significant order [8] Group 7 - The US jobless claims fell significantly to 231,000, marking the largest drop in nearly four years, despite ongoing challenges in the labor market [9] - The UK maintained its interest rates at 4%, with a decision to slow down quantitative tightening, aligning with market expectations [10] Group 8 - Japan may consider tightening monetary policy as early as October, even if a pro-easing candidate wins the leadership election [11] - The Ministry of Science and Technology in China is promoting the application of humanoid robots in various industries, indicating a strong future market potential [13] - Analysts predict a long-term upward cycle for the robotics sector, driven by both domestic and international market dynamics [14]

Group 1 - China's total R&D investment is expected to exceed 3.6 trillion yuan in 2024, representing a 48% increase compared to 2020, with an R&D intensity of 2.68%, surpassing the average level of EU countries [2] - The total number of R&D personnel in China ranks first in the world [2] Group 2 - The "2025 China Service Industry Top 500" report indicates that the total revenue of the listed companies will reach 51.1 trillion yuan in 2024, with an average revenue exceeding 100 billion yuan for the first time, reaching 102.2 billion yuan [7] Group 3 - In the first eight months, China's postal industry completed a total of 1.3992 billion items, with express delivery volume reaching 1.282 billion items, marking a year-on-year growth of 17.8% [4]

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自央视财经。 今天（9月18日），外交部发言人林剑主持例行记者会。有记者提问，据英国《金融时报》报道，阿 里巴巴、字节跳动等公司终止对英伟达RTX Pro 6000D芯片的订单。英伟达首席执行官黄仁勋称， 对此表示失望。中方能否证实报道所说情况，对此有何评论？ 喜欢我们的内容就点 "在看 " 分享给小伙伴哦~ 林剑表示，具体问题建议向中方的主管部门了解。 我们一贯反对在经贸科技问题上对特定国家采取 歧视性做法，中方愿同各方保持对话合作，维护全球产供链稳定。 点这里加关注，锁定更多原创内容 *免责声明：文章内容系作者个人观点，半导体芯闻转载仅为了传达一种不同的观点，不代表半导体芯闻对该 观点赞同或支持，如果有任何异议，欢迎联系我们。 推荐阅读 10万亿，投向半导体 芯片巨头，市值大跌 黄仁勋：HBM是个技术奇迹 Jim Keller：RISC-V一定会胜出 全球市值最高的10家芯片公司 ...

Group 1 - The Chinese Ministry of Foreign Affairs has responded to reports that Chinese internet regulators have instructed companies like Alibaba and ByteDance to stop purchasing NVIDIA's RTX Pro 6000D chips, expressing disappointment from NVIDIA's CEO Jensen Huang [1] - The spokesperson Lin Jian emphasized that China opposes discriminatory practices in economic and technological issues against specific countries and is willing to maintain dialogue and cooperation with all parties to stabilize global supply chains [1]

Core Viewpoint - Chinese internet regulatory authorities have instructed companies like Alibaba and ByteDance to terminate orders for Nvidia's RTX Pro 6000D chips, leading to disappointment from Nvidia's CEO Jensen Huang [2] Group 1: Regulatory Actions - Chinese internet regulators have taken steps to halt orders for specific Nvidia chips by major companies [2] - The action reflects ongoing tensions in trade and technology between China and certain countries [2] Group 2: Company Reactions - Nvidia's CEO expressed disappointment regarding the reported actions taken by Chinese authorities [2] - The situation highlights the challenges faced by foreign tech companies operating in China [2] Group 3: Government Stance - The Chinese government opposes discriminatory practices in trade and technology against specific countries [2] - China emphasizes the importance of dialogue and cooperation to maintain global supply chain stability [2]

Core Viewpoint - The Chinese government has reportedly instructed companies like Alibaba and ByteDance to halt orders for NVIDIA's RTX Pro 6000D chips, which has led to disappointment from NVIDIA's CEO Jensen Huang [1][2]. Group 1 - The Chinese Ministry of Foreign Affairs has not confirmed the reports regarding the termination of orders for NVIDIA chips and suggests that inquiries should be directed to the relevant authorities [2][3]. - The Chinese government opposes discriminatory practices against specific countries in trade and technology issues and expresses a willingness to maintain dialogue and cooperation to stabilize global supply chains [3].