Naver：200兆瓦AI工廠預計將採用包括英偉達Vera Rubin和Blackwell平臺在內的先進AI基礎設施。

IDC China vice president Wang Jiping said the industry remains in an active exploration phase for AI-agent smartphones. Proposed directions—cross-application task execution, agent-native operating systems and more immersive, proactive interaction models—all center on the personal AI experience. These innovations rely on high-performance, low-power designs, heterogeneous computing and cross-device connectivity; continued evolution of these underlying capabilities is driving AI agents toward scaled deployment.

Hang Seng Tech Index up over 1% intraday; Zhipu (02513.HK) +8%, Xiaomi Group (01810.HK) +5%, Trip.com Group (09961.HK) nearly +4%, Meituan (03690.HK) +3%.