New Energy Vehicles:
1. Zhijie officially announced its first OTA update for its entire product line this year.
2. Shanghai: Subsidies are offered for car replacement and upgrades, with a maximum subsidy of 15,000 yuan for purchasing new energy passenger vehicles.
3. China's car dealer inventory warning index for January was 59.4%, down 2.9 percentage points year-on-year and up 1.7 percentage points month-on-month.
4. Cui Dongshu: The total number of public charging piles for charging infrastructure will reach 4.72 million by December 2025, an increase of 92,000 month-on-month and 1.14 million year-on-year.
Integrated Circuits (Chips):
1. Alibaba clarified its "Cloud + AI + Chip" strategy, with hundreds of thousands of PPU chips already shipped.
2. Cambricon: Net profit is expected to be between 1.85 billion and 2.15 billion yuan in 2025, turning a profit.
3. SK Hynix's first-quarter profit is expected to exceed expectations due to rising chip prices.
4. Reports indicate that Hitachi plans to divest its memory business for up to 200 billion yen. 5. Apple CEO Tim Cook: The advanced chip manufacturing technology used in the chips has led to supply constraints. Memory prices had a negligible impact on the first fiscal quarter.
Artificial Intelligence:
1. Indian Science and Technology Minister: India will launch an AI model next month.
2. Alibaba's 1000 Questions: The DeepPlanning benchmark has officially launched.
3. Tesla halts flagship model production, invests 20 billion in a million robots.
4. Li Auto executives confirm entry into humanoid robots.
Other:
1. A 240-ton-class commercial reusable high-pressure staged combustion liquid oxygen-kerosene engine successfully completed a long-range test.
2. Japanese media: Apple will prioritize releasing high-end iPhone models this year.
3. Market news: Several more AI researchers and Siri team executives have recently left Apple, including Siri senior director Stuart Powers, who left to join Google.
