➀ Chinese researchers linked to the PLA have developed an AI model named ChatBIT, utilizing Meta's open-source Llama model for military applications. ➁ The model is said to perform at approximately 90% of the level of OpenAI's GPT-4 LLM. ➂ Some experts question the effectiveness of the small dataset used for training, but the project may be a proof of concept for larger models to come.

➀ NonXie Technology, founded by four Stanford PhDs, specializes in adaptive robots with advanced force control and AI technology; ➁ Their robots can adapt to various tasks like precision assembly, polishing, and food processing, with a focus on human-like hand-eye coordination; ➂ The company has seen a threefold increase in sales growth annually and has received significant funding and support from well-known investors; ➃ The team's approach involves a 'hierarchical intelligence' framework, with a focus on sensor-based control and AI decision-making at the highest level.

➀ TSMC executives reportedly dismissed OpenAI CEO Sam Altman as a 'podcasting bro'(cn: 嘴炮达人 or 满嘴跑火车); ➁ Altman's proposed investment plans in AI were considered 'absurd' by TSMC; ➂ The scale of the investment would be in trillions of dollars, raising concerns among TSMC execs.

➀ KOWAISU's CEO reflects on the intense competition in the cleaning robot industry; ➁ Introduces the 'X8 PRO PLUS' as a revolutionary product with a roller cleaning system; ➂ Discusses the challenges of maintaining clean cloths and the need for innovative solutions; ➃ Explains the 'TruEdge 2.0' technology for edge cleaning and the 'ZeroTangle 2.0' hair-tangle prevention; ➄ Introduces YIKO-GPT, KOWAISU's AI language model for interactive cleaning; ➅ Emphasizes the importance of solving consumer pain points for market success.

➀ Apple and Huawei's product launch events in the US and China are expected to ignite a new trillion-dollar opportunity in the consumer electronics industry; ➁ The industry is entering a new growth cycle driven by AI technology; ➂ The ETF 159732, covering key sectors like Apple and Huawei supply chains, is highlighted for investment opportunities; ➃ The author emphasizes the potential for AI-powered consumer electronics to drive significant market growth.

1. Nvidia's Q2 FY2025 report showed a double-beat but failed to prevent a stock dip due to gross margin contraction. 2. The company's medium-to-long-term demand and margins are uncertain due to industry cyclicality and competition. 3. Nvidia's stock is considered overvalued, and the 5-year expected CAGR is below the investment hurdle rate.

➀ The future of AI technology is being shaped by semiconductor chips, not just software. ➁ Strategic partnerships with East Asian hardware firms and equity stakes in semiconductor companies are crucial. ➂ India and Silicon Valley need to reevaluate their tech investment strategies, focusing more on hardware.

1. Apple announced $85.8 billion in revenue for the third quarter of 2024, a 5% increase year-over-year. 2. The company introduced Apple Intelligence, a new AI system for its devices. 3. Apple's services revenue reached a new high, and the upcoming iPhone 16 series is expected to boost future earnings.

1. Palantir has benefited significantly from advancements in AI technology, aiding businesses in data integration and management. 2. The company's introduction of an Artificial Intelligence Platform has boosted its revenue and positioned it for growth. 3. Despite its growth potential, the stock is currently overvalued, leading to a 'Hold' rating.

1. Nvidia's stock is downgraded to a hold after a significant increase; 2. Expectations of softer guidance for the October quarter; 3. Investors advised to trim positions due to potential inventory and product transition risks.