格隆汇8月6日丨世运电路(603920.SH)在互动平台表示，公司与特斯拉合作的Dojo项目，PCB产品主要 用于其超级计算机领域。 ...

Group 1: CoreWeave Acquisition - CoreWeave has agreed to acquire data center infrastructure provider Core Scientific in an all-stock transaction valued at nearly $9 billion [2] - This acquisition aims to "verticalize" CoreWeave's data center layout, with Core Scientific becoming a key supplier of data center infrastructure [2] - The integration of Core Scientific's resources and capabilities is expected to enhance CoreWeave's data center infrastructure strength [2] Group 2: Apple EU Fine Appeal - Apple has appealed against a €500 million ($586 million) fine imposed by the EU for violating the Digital Markets Act [3] - The company argues that the EU Commission's decision and the unprecedented fine exceed legal boundaries [3] - This appeal highlights the ongoing tension between tech giants and regulatory bodies regarding digital market competition and fairness [3] Group 3: Quantum Computing Breakthrough - IBM and Japan's RIKEN Institute have successfully simulated molecular quantum behavior using a combination of quantum and supercomputing [4] - This research, published in scientific journals, opens new pathways for chemical and pharmaceutical development [4] - The successful application of quantum computing in molecular simulation is expected to accelerate innovation in related fields [4] Group 4: OpenAI Compensation Structure - OpenAI's stock-based compensation reached $4.4 billion last year, accounting for 119% of its revenue due to intense competition for AI talent [5] - The company anticipates a reduction in the proportion of stock-based compensation to 45% this year, aiming for below 10% by the end of 2030 [5] - This reflects the fierce competition for top talent in the AI sector [5] Group 5: Figure Robotics Development - Figure's CEO announced that humanoid robots have entered the engineering validation phase, driven by breakthroughs in hardware reliability and neural networks [6] - The latest humanoid robot design has reduced costs by approximately 90% [6] - Figure aims for large-scale deployment of humanoid robots within four years, with a production capacity of 100,000 units annually, targeting global distribution of hundreds of millions of robots [6]

Core Insights - IBM collaborates with scientists from the RIKEN Institute in Japan to successfully simulate quantum behaviors of various molecules using a combination of quantum and supercomputing technologies [1] Group 1 - The research results are published in the journals "Science Advances" and "Physical Chemistry B," indicating a significant contribution to the fields of chemistry and drug development [1]

Group 1 - The National People's Congress representatives from Taiwan conducted a field inspection in Sichuan, highlighting the integration and development between the two regions [1] - Sichuan's innovation capabilities were showcased through visits to key facilities, including the National Supercomputing Center in Chengdu, demonstrating the province's advancements in technology and its impact on various industries [2] - Policies such as "70 measures for Sichuan-Taiwan cooperation" and "12 measures to support Taiwanese enterprises" have been positively received by Taiwanese businesses, enhancing their operational environment and fostering economic collaboration [3] Group 2 - Representatives emphasized the importance of deepening cooperation in "hard technology" sectors such as integrated circuits, electronics manufacturing, and precision machinery to expand exchanges between Sichuan and Taiwan [6] - Successful agricultural collaborations have been noted, with Taiwanese agricultural standards being implemented in Sichuan, leading to increased economic benefits for local communities [5] - The integration of rural tourism and low-altitude economy is emerging as a new industry chain in Sichuan, with innovative delivery services like drone coffee delivery enhancing the visitor experience [4]

Group 1 - US Commerce Secretary states negotiations are progressing smoothly, boosting US stock market with Dow Jones up 0.25%, Nasdaq up 0.63%, and S&P 500 up 0.55% [1] - Meta Platforms to acquire 49% stake in Scale AI Inc. for nearly $15 billion [3] - OpenAI signs new cloud computing agreement with Google for increased computing power [4] Group 2 - AI data storage platform Vast Data seeks new funding round with a valuation of $25 billion [6] - Qualcomm showcases a new processor for AI glasses [9] - Snap plans to launch its sixth-generation AR glasses product Specs in 2026 [10] Group 3 - Tencent Music plans to acquire Himalaya for $1.26 billion, enhancing its audio content ecosystem [20][30] - TSMC reports May revenue of NT$320.52 billion, a year-on-year increase of 39.6% [22] - First stem cell prescription drug in China, Aimi Maito injection, has been commercially applied [32] Group 4 - Companies like OnePlus and Xiaomi are actively developing flexible fabric pressure sensors for applications in automotive and consumer technology [29] - NVIDIA and HPE plan to build a supercomputer in Leipzig, Germany [8] - National Development and Reform Commission holds a meeting to gather opinions from private tech enterprises for the 14th Five-Year Plan [14]

英伟达公司和慧与公司6月10日宣布，将与莱布尼茨超级计算中心合作，利用英伟达的下一代芯片建造 一台新型超级计算机，该项目名为"蓝狮"(Blue Lion)超级计算机，将使用英伟达的"Vera Rubin"芯片，于 2027年初向科学家开放。 ...

市场消息：英伟达(NVDA.O)为欧洲最快的超级计算机提供动力。 ...

Group 1: Economic Impact of Tariffs - The tariffs imposed by Trump are expected to significantly harm the U.S. economy, with the average tariff rate on all imported goods projected to rise from 2.5% in 2024 to 16.5% in 2025, the highest since 1937, leading to an estimated decline in imports by approximately $800 billion [2] - The uncertainty surrounding the tariffs has caused U.S. companies to delay major investment decisions, reflecting a broader hesitation in both corporate and consumer spending due to unpredictable economic conditions [3][4] - Major technology companies, including Apple, Amazon, Meta, Google, and Microsoft, have seen a combined market value loss of $1 trillion as a result of increased costs and supply chain pressures stemming from the tariffs [3] Group 2: Investor Sentiment and Market Reactions - Investor and consumer confidence has been shaken, leading to a cautious approach in capital investments and spending, which in turn has contributed to a slowdown in economic activity [3] - The likelihood of a recession in the U.S. has increased, with JPMorgan raising the probability of a recession in 2025 from 40% to 60%, and other indicators reflecting a similar trend [5] - The U.S. Treasury market has experienced significant sell-offs, with the yield on 10-year Treasury bonds rising sharply, indicating a loss of confidence in U.S. debt as a safe haven [9] Group 3: Dollar's International Standing - The tariffs are undermining the credibility of the U.S. and diminishing global demand for the dollar, particularly as countries like China may seek to reduce their dollar reserves in favor of alternatives like gold [8] - The dollar's dominance in global trade and finance is being challenged, with its share of global foreign exchange reserves at 58% and 64% of global debt denominated in dollars, raising concerns about its future stability [6][7] - The potential for a shift away from the dollar as the world's reserve currency is increasing, as countries may seek alternatives due to the perceived risks associated with U.S. economic policies and political actions [10]