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Technology

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Finance

Edge AI Daily Morning News (November 12)

Anthropic launched a US$64.35 billion IPO roadshow with a valuation cap of US$1.405 trillion. It landed on Nasdaq on November 19 and launched Claude Sheets into the office. Nvidia was reviewed by the board of directors due to Huang Renxun's national security investigation, and fell about 9.5% in two days. Baird downgraded its rating. Power and export compliance have become AI bottlenecks. OpenAI’s quarterly revenue exceeded US$10 billion for the first time and it was launched as a ChatGPT merchant; Google released Gemini 4 Carbon and Robot Model 2.5. CoreWeave’s revenue increased by 168%, orders reached 132.5 billion, but net loss was 709 million. Microsoft bears the cost of AI power grid, and Amazon’s Japanese algorithm price limit is illegal. Nvidia donated OpenShell to CNCF; cross-border e-commerce exports from Hong Kong, Zhuhai and Macao exceeded 100 billion; SpaceX ordered 100GW HJT to deploy space computing power.

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Business

Morning Post|Apple Support Community will be shut down/Revealed that Nvidia’s board of directors is considering removing Huang Renxun/Yu Chengdong officially announces Huawei’s sub-brand OSTA Starlight

· Yu Chengdong officially announced that Huawei's sub-brand OSTA Xingmang will debut on November 20 · Zhang Xue Motorcycle's 100,000th vehicle rolled off the assembly line in Chongqing · It was revealed that Anthropic's underwriters are considering raising the IPO issue price # Welcome to follow Aifan'er's official WeChat public account: Aifan'er (WeChat ID: ifanr), more exciting content will be provided to you as soon as possible.

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Finance

[Titanium Morning News] To maintain the smooth operation of financial markets such as stocks, bonds, and foreign exchange, the central bank issued an important report; Tencent’s new search product Yuanbao Search is officially launched; the Apple support community will be permanently closed on November 20

JD.com internally tests independent short drama products; Token becomes an independent category on Tmall Double 11 for the first time, with large model manufacturers offering 50% off today; Zhang Xue Motorcycle's 100,000th production vehicle rolls off the production line; Musk: SpaceX has ordered HJT equipment with an annual production capacity of 100GW from Singulus to create a "smart sun"; Anthropic disclosed a new transaction of more than 10 billion US dollars; China will accelerate the deep integration of "artificial intelligence + natural resources" ; The industry version of the recommended list of innovative commercial insurance drugs is here, including 6 "sky-high-priced anti-cancer drugs"; National Development and Reform Commission: Jointly building the "Belt and Road" to expand cooperation in emerging fields and promote the construction of "small but beautiful" projects; "The 15th Five-Year Plan for Accounting Reform and Development" was released; China Futures Association released and implemented the "Guidelines for the Suitability Management of Traders in Derivatives Trading Business of Futures Companies (Trial)"; the Ministry of Finance will issue US dollar sovereign bonds in Hong Kong; the proportion of China's new energy vehicle sales continues to rise

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