7月2日，阿里云将于马来西亚和菲律宾新增数据中心，全球基础设施布局将扩展至29个地域、90个可用 区。其中，马来西亚第三个可用区已于7月1日正式上线，菲律宾第二个可用区则计划于今年10月启用， 进一步满足海外日益增长的云计算与AI需求。（全天候科技） ...

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [29]. Core Insights - The launch of GPT-5 is anticipated this summer, which is expected to create dual investment opportunities in computing infrastructure and application ecosystems [1][4]. - The first 5G-A embodied intelligent robot was released by Leju in collaboration with China Mobile and Huawei, marking a significant breakthrough in the integration of 5G-A communication, AI models, and robotics [1][12]. - Alibaba Cloud announced the opening of its second data center in South Korea by the end of June, expanding its global footprint to 29 regions and 88 availability zones, enhancing its competitive position against international cloud providers [1][13][14]. Summary by Sections Investment Opportunities - The report highlights potential investment opportunities in companies such as Zhongke Shuguang, Inspur Information, and Cambricon due to the expected launch of GPT-5 [4]. - In the field of embodied intelligent robots and Alibaba Cloud, companies like Data Port, Digital China, Zhejiang University Network, and Softcom Power are recommended for attention [4]. Company Developments - Haitai High-tech repurchased 389,700 shares, accounting for 0.05% of its total share capital, with a total transaction amount of approximately 3.97 million yuan [3]. - Tax Friend Co. plans to repurchase and cancel 418,250 restricted stocks due to performance assessment failures among some incentive targets [3][21].

Group 1 - SpaceX's "Starship" rocket experienced an explosion during a static fire test, with investigations ongoing and no reported casualties [1] - Alibaba Cloud announced the launch of its second data center in South Korea to meet the growing demand from the rapid development of generative AI, expanding its global presence to 29 regions and 88 availability zones [2] - Alipay+ introduced the first embedded global payment solution for smart glasses, completing the first electronic wallet payment transaction based on smart glasses in Hong Kong [3] Group 2 - Honor's CEO announced the upcoming release of the world's thinnest foldable smartphone, Magic V5, on July 2, which will feature advanced AI capabilities and interconnectivity across brands [4]

Group 1 - OpenAI's CEO Sam Altman announced that GPT-5 may be released "sometime this summer," highlighting the potential advancements in AI technology [1] - Altman criticized the negative impacts of social media feed algorithms on society, emphasizing the responsibility of tech companies in the development of technology [1] Group 2 - Alibaba Cloud will launch its second data center in South Korea by the end of June to meet the growing demand driven by the rapid development of generative AI [2] - This expansion marks a significant step in Alibaba Cloud's global strategy, increasing its presence to 29 regions and 88 availability zones [2] Group 3 - As of now, over 300 cities in China have achieved 5G-A coverage, with more than 10 million users and over 30 provinces offering main packages for 5G-A [3] - The acceleration of 5G-A deployment is fostering new business models and economic growth, shifting operators from traditional traffic management to experience-based services [3]