š” Hourly Update | 10:00-11:00
1. The State Administration for Market Regulation has released the worldās first national-level capability assessment standard system for the entire automobile chip industry chain, covering areas such as design, certification, testing, and computing power.
2. Since April 2025, the international reserves management institution has reduced holdings of U.S. Treasury securities by more than $300 billion; meanwhile, gold prices have accelerated their rise. This suggests central banks are shifting toward gold.
3. This week, seven companies in India will launch IPOs, raising a combined total of more than 64 billion rupees.
4. Hunan Province has issued implementation guidance for the intelligent robotics industry, aiming for the industry chainās revenue to break through 100 billion yuan by 2028.
5. Supply of DDR5 memory kits is tight. The average price is up 5 times compared with a year ago, highlighting competition over storage-chip production capacity driven by AI.
6. Negotiations between NVIDIA and OpenAI are nearing completion. They plan to provide OpenAI with about $100 billion in credit support for its Ohio data center project.
7. Singaporeās core exports rose 24.2% in July, mainly driven by demand for AI-powered electronic products.
8. DeepSeek has open-sourced a developer preview version v0.1 of DeepSeek Harness under the MIT license, signaling that domestic large-model competition is moving from model-level efforts to the framework layer.
1. The State Administration for Market Regulation has released the worldās first national-level capability assessment standard system for the entire automobile chip industry chain, covering areas such as design, certification, testing, and computing power.
2. Since April 2025, the international reserves management institution has reduced holdings of U.S. Treasury securities by more than $300 billion; meanwhile, gold prices have accelerated their rise. This suggests central banks are shifting toward gold.
3. This week, seven companies in India will launch IPOs, raising a combined total of more than 64 billion rupees.
4. Hunan Province has issued implementation guidance for the intelligent robotics industry, aiming for the industry chainās revenue to break through 100 billion yuan by 2028.
5. Supply of DDR5 memory kits is tight. The average price is up 5 times compared with a year ago, highlighting competition over storage-chip production capacity driven by AI.
6. Negotiations between NVIDIA and OpenAI are nearing completion. They plan to provide OpenAI with about $100 billion in credit support for its Ohio data center project.
7. Singaporeās core exports rose 24.2% in July, mainly driven by demand for AI-powered electronic products.
8. DeepSeek has open-sourced a developer preview version v0.1 of DeepSeek Harness under the MIT license, signaling that domestic large-model competition is moving from model-level efforts to the framework layer.