OpenAI is collaborating with Arm for the development of Broadcom AI chips; 'Qixian Xiaochu' joins Meituan and Flash Delivery | Today's Important News Recap

1014 ｜Dolphin Research Key Focus:

🐬 Individual Stocks

1.$NIO-SW(09866.HK)

Nio has reached a strategic cooperation with Amap Enterprise Car Service, integrating its AI-driven corporate travel solutions,reducing employee business travel costs by 15% through AI scheduling algorithms.This cooperation is a typical practice of technology empowering refined corporate management—AI technology not only directly reduces travel costs but also enhances management efficiency through process optimization and risk control, injecting positive expectations into Nio's financial health.

2.$JD.com(JD.US)

JD.com's pre-prepared and ready-to-eat food brand "Qixian Kitchen" has officially launched on third-party traffic platforms such as Meituan Waimai and Taobao Flash Sale, further expanding its sales channels. By accessing mature traffic pools like Meituan and Taobao, Qixian Kitchen can quickly compensate for the coverage shortcomings of its own channels in the sinking market and among non-JD users, increasing order density.

3.$Arm(ARM.US)

OpenAI is reported to have reached a deep cooperation with SoftBank's Arm to advance a joint AI chip development project with Broadcom, planning to use Arm-designed central processing units (CPUs) in AI server chips. These CPUs can handle more collaborative computing tasks than existing products. After the news was announced, Arm's after-hours stock price surged over 7%, having already risen 11% on the day due to cooperation expectations. The stock price increase reflects the market's recognition of its transformation logic from "mobile to AI".

🐬 Leading Sectors

Shanghai and Shenzhen: Property and Casualty Insurance, Multi-line Insurance, Professional Financial Services;

Hong Kong Stocks: Highway Freight, Brewing Industry, Fertilizers and Pesticides;

U.S. Stocks: Heavy Electrical Equipment, Precious Metals and Minerals, Silver.

🐬 Focus for Tomorrow

1. ASML's financial report will be released, and Dolphin Research will track and provide interpretative analysis.

2. China's CPI annual rate, New York Fed Manufacturing Index.

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