Group 1 - Yushu Technology has initiated its IPO counseling with CITIC Securities as the advisory firm, aiming to submit its IPO application by October 2023 [2] - The capital competition in the embodied intelligence sector is intensifying, with multiple companies like Zhiyuan Robotics and others disclosing financing progress in July [2] - Goer Microelectronics has re-submitted its listing application to the Hong Kong Stock Exchange, with several financial institutions acting as joint sponsors [2] Group 2 - The first national standard for campus meal services will be implemented on December 1, 2023, aimed at enhancing food safety in schools [5] - Good Products has been involved in a share transfer dispute amounting to 996 million yuan, with the case currently accepted by the Guangzhou Intermediate People's Court [5] - JD.com has made significant investments in three robotics companies, indicating a focus on technological innovation in supply chain scenarios [6] Group 3 - The Chinese third-generation autonomous superconducting quantum computer "Benyuan Wukong" has been deployed in multiple locations, supporting major national research projects [6] - Xiaomi SU7 has achieved the highest one-year resale value among electric vehicles at 88.91%, indicating strong market performance [8] - The overseas market for online literature is projected to exceed 5 billion yuan in 2024, with a significant increase in overseas user numbers [9] Group 4 - Ant Group's AI health application AQ has launched on iOS and quickly topped the Apple App Store's medical category, indicating strong market interest [16] - Alibaba's Tongyi Qianwen has updated its flagship Qwen3 model, enhancing its capabilities for long text processing [17] - The number of generative AI services registered in China has reached 346, reflecting the rapid growth of AI applications [18] Group 5 - "Box Box Sharing" has completed over 100 million yuan in Series F financing, aimed at enhancing its industry capabilities [19] - "Jiliu Technology" has secured nearly 100 million yuan in A+ round financing, focusing on core technology development [20] - "Tongxin Medical" has completed over 100 million USD in strategic financing to accelerate its international expansion [21]

整理 | 美股研究社 在这个快速变化的时代，人工智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和价 值 分 析。 A I 快 报 1.7月21日，据媒体报道， 苹果与蚂蚁集团或将在医疗健康领域展开合作 ，据悉，在最新上线的 蚂蚁健康应用AQiOS版中，已支持与iPhone、AppleWatch打通，硬件数据叠加AI分析，为用户 提供个性化健康评估与指导。AQ还将与AppleWatch合作，基于其安全功能开发诸如"跌倒检测 的紧急救援"等多种创新服务能力，并持续为中国用户开发更多AI健康应用及服务。 3. 马斯克推出"AI 男友"Valentine，此前Grok已经推出"AI女友"Ani。 7月18日，马斯克在自 家社交平台X宣布，"明天Grok发布'AI 男友'Valentine预告视频。情人节（直译：Valentine的 日子）在一周内到来。他会让你心跳加速。"17日，马斯克公布了关于Valentine的信息：该"AI 男友"以海因莱因的小说《异乡异客》中的主人公命名。他还表示，人工智能名称"Grok"就是在 ...

《科创板日报》21日讯，鸿海继今年第2季度大量生产英伟达GB200 AI服务器、本季度开始投产新一代 的GB300之后，7月也开始导入设计英伟达下一代AI服务器主力平台Vera Rubin。供应链人士表示，按照 鸿海的出货进度，GB200将在今年出货完毕，GB300已经开始小批量产出货，将成为2026上半年的AI服 务器出货主力产品。Vera Rubin相关产品有望成为2026下半年到2027年的主力产品。 (台湾经济时报) 鸿海开始导入英伟达Vera Rubin平台 ...

Core Insights - Nvidia has achieved a significant breakthrough in the technology of its next-generation GB200 AI server racks, alleviating market concerns regarding its $43 billion quarterly revenue target [1][2][3] Group 1: Technology Breakthrough - Nvidia's supply chain partners, including Foxconn, Inventec, and Wistron, have resolved a series of technical challenges related to the GB200 server racks, leading to a rapid increase in shipment volumes [2] - Key issues addressed include overheating caused by 72 high-performance GPUs, liquid cooling system leaks, software bugs, and inter-chip connectivity problems, which previously threatened Nvidia's annual sales targets and negatively impacted its stock price [3] - The GB200 server rack integrates 36 "Grace" CPUs and 72 Blackwell GPUs, connected via Nvidia's NVLink communication system, positioning it as a powerful AI infrastructure [3] Group 2: Market Focus and Financial Outlook - The market is now focused on Nvidia's upcoming Q1 earnings report, with the company valued at $3.2 trillion and seen as a bellwether for AI demand [5] - Morgan Stanley's report indicates a clear path for Nvidia to return to growth in the second half of the year, as several mid-term concerns, including customer digestion cycles and GB200 bottlenecks, are being resolved [5] - Despite a 40% rebound in Nvidia's stock price over the past seven weeks, it remains approximately 14% below its historical high set in January, with a current P/E ratio of about 28, significantly lower than its five-year average of 40 [5]

GB200第二大供应商广达执行副总暨云达总经理杨麒令之前指出，GB200于3月开始出货，第二季度放 量，目前未观察到客户因关税战提前拉货，整体需求没有改变，预期今年业绩有望逐季向上，且下半年 营运将优于上半年。 杨麒令表示，第一季度AI服务器出货主要为Hopper架构的H200，目前H200仍然为主力出货机种，不过3 月开始出货Blackwell架构的GB200机柜，并在第二季度开始拉升，整体的出货节奏不错。 英伟达人工智能（AI）服务器GB200组装散热问题已经解决，由于GB200服务器单价是一般服务器的十 倍，可望从第二季度开始带动AI服务器供应链厂商业绩起飞，并为下半年业绩注入强心针。 GB200供应链厂商，包括芯片的台积电，组装鸿海、广达，散热双鸿、奇鋐，机壳勤诚，电源台达电与 光宝，连接线贸联、佳必琪等，以及服务器导轨川湖、南俊国际等。 英伟达CEO黄仁勋已离开中国台湾，他上周参加台北国际电脑展最重要信息就是，Grace Blackwell架构 （GB200）已全面量产，感谢中国台湾供应链厂商成就AI生态系统，且第三季度会升级到性能更强的 GB300。 GB200 AI服务器第一大供应商鸿海董事长刘 ...