The technological breakthroughs of DeepSeek (low-cost, open-source AI models) could drive the scaling of AI applications, accelerating long-term demand growth in enterprise services, data infrastructure, cloud computing, and collaboration tools. This stock list covers the AI value chain from development to deployment (data → computing power → applications), and shows potential beneficiaries of DeepSeek's trend toward democratizing AI.
Xiaomi MiMo Desktop is here! It offers autonomous browser control and supports the generation of interactive preview interfaces.
Xiaomi’s large AI model continues to expand its boundaries—Xiaomi MiMo Desktop is now officially open for invite-only testing, upgrading AI capabilities from simple chat interfaces to a fully functional workspace. Documents, PowerPoint presentations, web pages, 3D models, and even apps can be generated directly within the conversation; preview interfaces are interactive and iterative; localized editing allows modifications to selected areas without starting over; and Smart Scheduling automatically matches the optimal model, achieving a session cache hit rate of up to 99%. The rules of AI-powered productivity are being quietly rewritten.
Apple Rarely Signs 3-5 Year NAND Long-Term Contracts, Possibly Without Price Caps; AI Demand Squeezes Capacity, Shifting Bargaining Power in Memory Market
Apple is negotiating a three- to five-year long-term contract for NAND flash memory with Kioxia, potentially without a price cap. This marks a shift in its procurement strategy from "price suppression + multi-sourcing" to "volume locking + long-term contracts." The transition stems from intense competition among AI data center clients for storage capacity, compelling Apple to prioritize supply security. Pricing power in the memory chip market is shifting from buyers to sellers, and the duration of this memory cycle may exceed traditional market expectations.
Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor
① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.
Xiaomi and Qijing enter the market: Can they revitalize extended-range electric vehicles?
Competing for SUV customers.Author | Zhou Zhiyu"A massacre."After attending Xiaomi's Pongcheng N70 and N90 launch event, a veteran marketing executive from an established automaker told Wallstreetcn.
Over 70% of automakers reported month-on-month sales growth in August, bottoming out during the off-season to build momentum for the "Golden September, Silver October" peak period.
① In August, retail sales of passenger vehicles in the national market reached 1.541 million units, a year-on-year decrease of 23.6% and a month-on-month increase of 5.5%; ② Passenger vehicle exports (including complete vehicles and CKD) totaled 888,000 units in August, representing a year-on-year increase of 77.8%; ③ BYD, SAIC Motor, and Geely Auto ranked as the top three sellers in August, with all three companies achieving significant growth in their overseas export businesses.
Samsung, Nvidia, and BlackRock Back Mistral AI in Record €3B Funding Round