AI - TechWire

        2025.08.01
    
17:40

                            Innoscience: Collaboration with NVIDIA
                        
                            Innoscience announced that it has recently reached a cooperation with NVIDIA, a global leader in AI technology, to jointly promote the large-scale implementation of 800 VDC (800 volts direct current) power supply architecture in AI data centers.
                        
16:20

                            Xiaomi App Store and ByteDance's one-stop AI Agent development platform KouZi have reached a cooperation agreement
                        
                            Xiaomi App Store announced a partnership with Kouzi, a one-stop AI agent development platform under ByteDance, to enable one-click publishing of AI agents and further expand its AI agent distribution service ecosystem. This collaboration between Xiaomi App Store and Kouzi integrates their platforms. Developers can create and debug AI agents on the Kouzi development platform and publish them to the Xiaomi App Store with a single click, without any additional operational costs. Users can then easily access a wide range of AI services from the Kouzi development platform in a dedicated section of the App Store.
                        
16:02

                            Tariffs cost Apple $800 million; Cook says he's acquired about seven companies this year
                        
                            On July 31st, local time, Apple CEO Tim Cook told analysts in a conference call that tariffs had cost Apple $800 million in the quarter and could increase costs by $1.1 billion this quarter. Cook also stated that Apple has acquired about seven companies so far this year, not all of which focus on AI. He stated that Apple is always looking to acquire companies of any size to help it develop AI products.
                        
15:02

                            A-share closing review: ChiNext Index bottomed out and rebounded, down 0.24%, with the pharmaceutical sector performing strongly
                        
                            The three major A-share indices closed lower. As of market close, the Shanghai Composite Index fell 0.37%, the Shenzhen Component Index fell 0.17%, the ChiNext Index fell 0.24%, and the Beijing Stock Exchange 50 Index fell 0.23%. The total trading volume of the three stock markets in Shanghai, Shenzhen, and Beijing was 1.6199 trillion yuan, down 342 billion yuan from the previous day. Over 3,300 stocks rose in both markets. Among the sectors, traditional Chinese medicine, photovoltaic equipment, and AI intelligent bodies rose, while the military and civil explosives sectors adjusted. The traditional Chinese medicine sector continued to strengthen, with Biovalley rising over 20%. Weikang Pharmaceuticals hit the 20cm limit up, and Guizhou Bailing and Xintian Pharmaceuticals also hit the limit up. The photovoltaic equipment sector strengthened, with Jiejia Weichuan hitting the 20cm limit up, and Shuangliang Energy Saving hitting the limit up. AI intelligent bodies strengthened after midday, with Cube Technology and Jinke Environment rising over 10%. The military sector adjusted, with ST Emergency hitting the 20cm limit up. The civil explosives sector adjusted, with Poly United hitting the limit up.
                        
14:45

                            CMB International: Optimistic about the booming AI glasses industry, with a "buy" rating on Xiaomi, Q Technology, and AAC Technologies.
                        
                            CMB International released a research report expressing continued optimism about the booming AI glasses industry. The report believes that Ray-Ban Meta's strong growth, exceeding two-fold in the first half of the year, Xiaomi's AI glasses shipment target of 500,000 units, various brands' rich product pipelines, and the continuously expanding ecosystem, AI functionality, and application scenarios will pave the way for growth in the related supply chain in the second half of this year. The report states that based on industry data, the global and Chinese smart glasses markets are expected to achieve year-over-year growth of 43% and 1.21 times, respectively, this year. As more tech companies enter the AI glasses market, cost optimization and the expansion of generative AI application scenarios will continue to drive demand in the coming years, benefiting the tech supply chain. Key tech brands such as Xiaomi have a target price of HK$65.91; optical component manufacturers such as Q Technology have a target price of HK$13.21; and speaker and microphone component company AAC Technologies has a target price of HK$63.54. All are rated "buy."
                        
14:30

                            Xiaomi App Store and Kouzi Development Platform jointly open up the one-click publishing capability of intelligent entities
                        
                            On August 1st, Xiaomi App Store announced a partnership with Kouzi, ByteDance's one-stop AI agent development platform, to enable one-click publishing of AI agents. After developers create and debug an agent on the Kouzi development platform, they can publish it to the Xiaomi App Store with a single click. Users can then easily access the platform's rich AI agent services in a dedicated section of the App Store, seamlessly integrating creation and usage. It is reported that Xiaomi App Store will collaborate with more AI agent platforms in the future to build an open, diverse, and sustainable AI agent content ecosystem.
                        
14:06

                            The multimodal AI sector saw a short-term rally, with Wondershare Technology and Dingjie Digital Intelligence rising by over 10%.
                        
                            The multimodal AI sector rose in the short term, with Wondershare Technology and Dingjie Digital Intelligence rising by more than 10%, followed by Cube Holdings, Yidian Tianxia, Kunlun Wanwei, Danghong Technology, and Zhiyoumai.
                        
11:46

                            Nvidia's latest 800V architecture supplier list revealed, with Innoscience becoming the only Chinese chip company selected
                        
                            On August 1st, NVIDIA's official website updated its list of 800V DC power architecture partners. Innoscience is the only Chinese chip company selected as a partner. This marks the official establishment of a deep collaboration between the two companies, which will jointly promote the large-scale application of 800V DC power architecture in AI data centers. This collaboration will increase computing power density per computer room by more than tenfold, helping single-cabinet power density exceed 300kW, and officially ushering global AI data centers into the era of megawatt-level power supply.
                        
09:24

                            Hong Kong stocks related to AI applications strengthened, with Meitu (01357.HK) opening up 3.48%, Kingdee International (00268.HK) opening up 2.3%, Alibaba (09988.HK), Kuaishou (01024.HK) and others following suit.
                        
08:45

                            OpenAI brings Project Stargate to Europe
                        
                            OpenAI announced today the launch of Stargate Norway, its first AI data center project in Europe. Partners in Stargate Norway include Nscale and Aker. Nscale will design and build the site, which will be jointly owned by the two companies in a 50/50 joint venture.
                        
08:34

                            CITIC Securities: AI industry-side agents and multimodality are expected to continue to lead the way
                        
                            CITIC Securities Research Report indicates that the next generation of large models (such as GPT-5) is expected to become a key variable in determining the prospects of this round of AI industry. Based on the existing achievements and research directions in academia and industry, an attempt is made to establish a research framework for the next generation of large models, and to analyze from the perspectives of model base, performance, ecology, and industry. It is expected that it will be able to achieve nearly 10 times the intelligence level with 2-3 times the parameter scale, and significantly improve the cost-effectiveness of reasoning. At the same time, the next generation of large models will achieve breakthroughs in key capabilities such as logical reasoning, native multimodality, and memory systems, which will accelerate the implementation of high-value and complex industry scenarios. On the industrial side, the two main lines of Agent and multimodality are expected to continue to lead. It is recommended to pay attention to leading companies in the fields of enterprise management, education, and medical care, and the computing power industry opportunities driven by massive reasoning.
                        
08:20

                            CICC: Video generation is about to reach a turning point, and the growth track is welcoming China's opportunities
                        
                            A CICC research report indicates that OpenAI's release of Sora in 2024 will usher in a new era of video generation, ushering in the convergence of DiT technology paths and the beginning of the commercialization of video generation. By 2025, video generation will have seen significant improvements in aesthetic quality, character consistency, clarity, and efficiency. Video generation has already begun to enter film, television, e-commerce, and advertising as a productivity tool, with companies establishing early business models based on vertical SaaS subscription models. Chinese companies, in particular, have a significant advantage in the video generation sector: Kuaishou Keling is expected to lead the world in ARR by 2025, with commercialization also entering a fast lane.
                        
07:26

                            Musk: Imagine and Valentine betas will be launched to Grok Heavy subscribers
                        
                            On July 31st local time, Elon Musk posted that the beta versions of the video generator "Imagine" and the AI virtual boyfriend "Valentine" will soon be launched to Grok Heavy users.
                        
07:09

                            Qingdao Shinan District releases three-year action plan for artificial intelligence, striving to exceed 20 billion yuan in industry scale
                        
                            According to the Qingdao Daily, Shinan District recently released the "Region-Wide, All-Sector 'Artificial Intelligence Plus' Action Plan (2025-2027)," aiming to expand the scale of the AI industry to over 20 billion yuan within three years. The plan emphasizes market-led, government-driven, and innovation-driven development. It aims to strengthen the three foundations of computing power, algorithms, and data, foster four specialized industry clusters, including AIGC and intelligent agents, and expand multiple innovative application scenarios. Aiming to achieve a leap forward in both industrial foundation and scale, Shinan District plans to establish 50 vertical domain models and 300 intelligent agents by 2027, cultivate 100 influential industry-leading companies, and promote the deep integration and application of AI technology in government affairs, public welfare, and other areas.
                        
        2025.07.31
    
20:26

                            Dongxin Shares: Shanghai Lisuan products are not intended for use in scenarios such as large-scale computing clusters.
                        
                            Dongxin Co., Ltd. issued a stock trading risk warning. Recently, media reports have surfaced regarding the company's overseas investment, Shanghai Lisuan, releasing its first self-developed GPU chip, the "7G100," and its first graphics card, the Lisuan eXtreme. The company's progress regarding this overseas investment is as follows: In 2024, the company invested 200 million yuan of its own capital in Shanghai Lisuan, resulting in a 37.88% stake in the company after the investment. This investment is not included in the consolidated financial statements. The target company primarily develops and designs multi-level (scalable) graphics rendering GPU chips. These products are suitable for use in applications such as personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins, but are not intended for use in large-scale computing clusters. As of May 25, 2025, Shanghai Lisuan received the first batch of packaged G100 chips and completed key functional testing. Shanghai Lisuan is currently continuing product optimization and enhancements, with customer sampling and mass production as the next steps. Currently, no revenue has been generated.

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