Group 1 - Tesla has partnered with Volcano Engine to enhance its smart cockpit interaction experience in China, integrating large models for voice command functionalities in the new Model Y L [4] - Kuaishou's stock rose nearly 4% after Jefferies slightly raised its target price to 94 HKD, citing growth in revenue driven by video generation AI models, while Citigroup expects a 15% GMV growth in Q3 [4] - Alibaba launched the new Agentic Coding platform Qoder, which integrates top programming models and can search through 100,000 code files at once [4] Group 2 - Analysts have raised Nvidia's 12-month target price by an average of 3% to nearly 194 USD ahead of its earnings report, reflecting confidence in the company's growth potential [5][6] - The new average target price for Nvidia suggests over a 10% upside based on its recent closing price, with major investment banks participating in this upward revision [6] - Nvidia's target price increase comes amid a broader pullback in tech stocks, as investors shift towards lower-risk sectors following high valuations and reduced expectations for Fed rate cuts [6] Group 3 - OpenAI plans to open its first office in India, which is its second-largest user market, and has begun recruiting a local team to enhance access to advanced AI technology [10] - OpenAI recently launched its lowest-priced monthly subscription for ChatGPT in India at 399 INR (less than 5 USD), with a significant increase in weekly active users over the past year [10] - OpenAI faces strong competition in India from Google's Gemini and AI startups like Perplexity, which have launched services and offered free premium packages to local users [11]