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智能早报丨英伟达公布财报;大疆辟谣“投资者活动”传闻;OpenAI暂停玩具制造商权限
Guan Cha Zhe Wang· 2025-11-20 02:06
Group 1 - DJI clarified that the recent event was an internal product experience for the unreleased Avata 360 drone, not an investor meeting as reported by some media [1] - The company stated that claims regarding the profitability of global consumer drone companies and the competitive landscape with other brands are significantly inaccurate [1] Group 2 - Nvidia reported a remarkable Q3 FY2025 earnings, with revenue reaching $57.01 billion, exceeding market expectations of $54.92 billion, and a year-over-year growth rate maintained at a high level [5] - Adjusted earnings per share were $1.30, surpassing Wall Street's forecast of $1.25, and the company expects revenue to grow to $65 billion in the current quarter, significantly above the anticipated $61.66 billion [5] - Nvidia's net profit was $31.91 billion, a 65% year-over-year increase, driven by the demand for AI computing power [5] - The data center business was a key growth driver, with revenue surpassing $50 billion for the first time, reaching $51.2 billion, and a 66% year-over-year increase [5] - Nvidia's CEO stated that the cloud GPU products are sold out, addressing concerns about a potential slowdown in AI computing demand [6] Group 3 - Xpeng Motors denied rumors about plans to produce thousands of autonomous taxis annually from 2026 to 2027, clarifying that the information was not sourced from official disclosures [6] Group 4 - Intel's next-generation AI PC platform, codenamed Panther Lake, is in development and will be based on the latest Intel 18A process technology [7] - The new AI PC platform is expected to be unveiled at CES in January [7] Group 5 - Ant Group's AI product "Lingguang" achieved over 200,000 downloads on its first day, targeting the consumer market with features for code generation and natural language applications [7]
智能早报丨英伟达公布“炸裂”财报;OpenAI暂停玩具制造商权限
Guan Cha Zhe Wang· 2025-11-20 02:01
有报道称内置AI的玩具提供危险不当指导后,OpenAI切断该开发者访问权限;此举加剧了针对AI的审 查压力。目前OpenAI的合作伙伴美泰(MAT)正在探索AI玩具。(新浪财经) 【观网财经丨智能早报 11月17日】 大疆辟谣"投资者活动"传闻:Avata 360仅为内部体验会 从大疆处获悉,11月中旬,大疆举行了一场内部产品体验活动,核心内容为尚未发布的全景无人机新品 Avata 360,活动性质为内部体验,并非外界所称的投资者会议。大疆指出,近期有媒体援引第三方信 息称公司"就待发布全景无人机召开投资者活动",并引用了"全球消费级无人机盈利企业只有一家""大 疆不需要跟任何公司联合把这件事做大""Avata 360上市后,在价格上将直接和影石创新无人机影翎 Antigravity贴身肉搏"等表述。大疆表示,上述内容均与事实严重不符,公司保留追责权利。(智通财 经) OpenAI暂停玩具制造商权限,因AI泰迪熊不安全 公司发布的2025财年第三季度财报显示,无论是营收、利润还是对下一季度的展望,均显著高于市场预 期。财报公布后,公司股价在盘后交易中一度上涨4%,反映出资本市场对其AI周期延续的强烈信心。 英 ...