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Author | Huang Yu Under the AI industrial revolution, telecom operators are destined to undergo a cross-era identity shift. Recently, China Mobile announced it will launch the world’s first AI-eSIM product. Traditional SIM cards and eSIMs are essentially communication tools, limited to connectivity. The AI-eSIM, however, equips endpoint chips with

The global memory chip supply crisis is directly impacting Apple’s desktop Mac product line. Apple has removed several high-memory configurations of Mac Studio and Mac mini from its online store, including the Mac Studio equipped with M3 Ultra chip and 256GB of memory, as well as the 64GB version

``` SpaceX is brewing an unprecedented semiconductor manufacturing investment plan, intending to build its first chip factory in Texas. According to reports, the factory will be located in Grimes County, Texas. The initial investment is $55 billion, and if all phases are completed, the total cumulative investment will reach $119 billion.

``` According to reports, the United States and Iran are about to reach a one-page memorandum to end the war. After the news was released, spot gold rose above $4,700/ounce, up 3.19% during the day. More updates to follow… Risk Warning and DisclaimerThere are risks in the market;

The pace of releases for China's AI large models has significantly accelerated, but the investment debate around their narrative has deepened and become more controversial. Goldman Sachs has published its latest in-depth report, systematically outlining five core investment debates, covering model performance between China and the US, domestic

``` The commercialization of humanoid robots continues to accelerate. Brett Adcock, CEO of American humanoid robot company Figure, publicly stated that the company will launch a leasing plan for home users, bringing humanoid robots into the consumer market at a subscription price of several hundred dollars per month. Adcock provided specific

``` U.S. gasoline prices have reached a more than three-year high. With the ongoing stalemate in the Middle East conflict, upward pressure on pump prices has yet to peak, with both economic costs and political risks rising in tandem. According to data from the American Automobile Association (AAA), the national