AI - Asia Tech Wire

        2025.03.09
    
21:56

                            Hisense launches new E8Q flagship TV series
                        
                            On March 9, Hisense TV held a new product launch conference for the "Top Picture Quality Film and Gaming Flagship", officially launching the new E8Q flagship series TV products, equipped with five industry-first technologies: the world's first Hisense AI picture quality chip H7, the newly upgraded Ultra Obsidian Screen, 330Hz system-level high refresh, U+MiniLED halo control system, and cinema-level Devialet acoustic system.
                        
21:12

                            Important events and data forecast for next week: US CPI+PPI, China M2, US-Ukraine senior officials meeting
                        
                            1. Monday: ① Data: Japan's trade account, Germany's trade account, Eurozone investor confidence index, New York Fed's 1-year inflation expectations, China's February M2 money supply annual rate (to be determined); ② 777.9 billion yuan of reverse repurchases will expire in the central bank's open market throughout the week; ③ North American daylight saving time begins, and US stock trading and economic data release time will be advanced by one hour; ④ Trump meets with US technology industry executives; ⑤ The National People's Congress deliberates on the work report of the Standing Committee of the National People's Congress, and the 3rd Session of the 14th National Committee of the Chinese People's Political Consultative Conference closes; ⑥ China's additional tariffs on some imported goods originating from the United States officially take effect. 2. Tuesday: ① Data: US JOLTs job vacancies and NFIB small business confidence index; ② The 3rd Session of the 14th National People's Congress closes; ③ US and Ukrainian officials hold their first talks in Saudi Arabia; ④ Greenland holds parliamentary elections; ⑤ Nissan's board of directors meets to discuss the successor to the president. 3. Wednesday: ① Data: API crude oil inventory and EIA crude oil inventory in the United States, US CPI in February; ② Bank of Canada announces interest rate decision; ③ EIA announces monthly short-term energy outlook report; ④ European Central Bank President Lagarde delivers a speech; ⑤ OPEC announces monthly crude oil market report; ⑥ G7 Group holds foreign ministers' meeting until March 14; ⑦ US 25% tariff on imported steel and aluminum takes effect; ⑧ China Academy of Information and Communications Technology holds a special seminar on the promotion of AI glasses industry. 4. Thursday: ① Data: Eurozone industrial output monthly rate in January, US initial jobless claims, PPI annual rate in February; ② Financial report: Futu Holdings, Weibo; ③ IEA announces monthly crude oil market report. 5. Friday: ① Data: UK industrial output monthly rate in January, Canada wholesale sales monthly rate in January, US one-year inflation rate forecast preliminary value and University of Michigan consumer confidence index preliminary value in March; ② Financial report: Ideal Auto; ③ The current temporary appropriations bill of the US government expires. 6. Saturday: ① The total number of oil drilling rigs in the United States for the week ending March 14; ② The CFTC releases its weekly position report.
                        
20:10

                            Robin Li: 2025 may be the first year of AI intelligent body explosion
                        
                            Robin Li, founder, chairman and CEO of Baidu, published a signed article titled "Seize the Opportunity of the First Year of the Explosion of AI Intelligent Bodies to Promote the Accelerated Development of New Quality Productivity" on People's Daily Online. Robin Li said that 2025 may be the first year of the explosion of AI intelligent bodies. The amazing deep thinking ability of reasoning big models has emerged, which will promote an important application direction of artificial intelligence, namely the implementation of "AI intelligent bodies". At the same time, in the face of unprecedentedly fierce competition in the field of global artificial intelligence, it is necessary to invest more boldly in artificial intelligence chips, data centers, and cloud infrastructure to create better and smarter next-generation models. Robin Li emphasized that artificial intelligence is the representative of new quality productivity. With the outbreak of big models and generative artificial intelligence, artificial intelligence is accelerating the empowerment of industries such as industry, manufacturing, energy, transportation, and government affairs, becoming an important engine for the development of new quality productivity. Big model API calls are the most important tool for implementing the "artificial intelligence +" action. At present, the number of big model API calls is growing rapidly at a rate of dozens of times a year. This shows that artificial intelligence is moving towards thousands of industries and promoting the intelligent transition of industries.
                        
19:23

                            CITIC Construction Investment: The lead screw industry chain not only benefits from autonomous control but also from the explosion of the humanoid robot market
                        
                            According to a research report by CITIC Securities, as a transmission component with superior performance, lead screws, on the one hand, benefit from the background of autonomous and controllable industrial machine tools, and the domestic substitution of ball screws is accelerating; on the other hand, they benefit more from the rapid iteration of AI, and the humanoid robot market has exploded. Its trunk linear actuators and dexterous hand actuators have high requirements for lead screws. Taking T as an example, lead screws account for about 19% of the value of humanoid robots. In the long run, the market space brought by humanoid robots will be geometrically enlarged compared to the industrial machine tool lead screw market. In order to meet the rapidly growing demand for lead screws, high efficiency and cost reduction are inevitable trends in processing technology. It is expected that new processes such as whirlwind milling and turning instead of grinding will continue to emerge, and related equipment and consumables will benefit.
                        
19:14

                            CITIC Construction Investment: Three dimensions of recent transactions
                        
                            CICC Research Report points out that there are three dimensions of market trading this week. 1. China's technology narrative continues to ferment. China's AI technology has made continuous breakthroughs (Manus, etc.), the two sessions have a high positioning for technology, and Chinese assets are sentimental about TMT. 2. US risk-biased assets are weakening. US stocks have fallen for three consecutive weeks, and the risk bias has not yet been repaired. Trading is still concentrated on weaker economic data, loosening of the US AI leading narrative, and tariff games. 3. Global risk aversion is strong. The Russian-Ukrainian conflict has eased expectations, European data has improved marginally, and Germany's fiscal expansion plan has jointly disturbed the US dollar index. Liquidity drives the performance of bulk commodities (gold and copper); OPEC+ production increase expectations are superimposed on tariff games, and demand drives the trend of bulk commodities (crude oil) to be weak. The pattern of global assets in the past month is: the technology narrative drives the strength of Chinese assets; the data is weak, the previous technology pricing is too full, and US assets are weak. With the further release of economic data, the market may re-balance pricing, and the market may shift from "buying expectations" to "selling reality."
                        
18:02

                            Tom Cat: The company has established the business development direction of "AI+IP+Agent" in AI business
                        
                            Tom Cat released an investor relations activity record sheet announcement stating that the company has established the business development direction of "AI+IP+Agent" in the AI business. Focusing on this business development direction, the company will further promote product research and development and upgrading from the following dimensions: In terms of product image, the Tom Cat family IP includes 6 classic IP character images. The company will launch AI emotional companion robots with different IP images as soon as possible to meet the needs of different users for different IP images. Based on the deep commonality in multimodal technology architecture, large model drive, task planning logic, etc., the company will explore the combination with other AI Agents in the fields of ecological collaboration and emotional task execution, and integrate large models, data, and tools into the company's home smart hardware terminals in a multi-dimensional way, promoting the evolution of AI from a single function to an "all-round partner". The company will also discuss with various robot-related industry parties for richer product forms, such as small robots that are easy to carry, robots that can move, etc., to continuously enrich the product form matrix and meet the needs of users in different scenarios. Among them, the company has conducted multiple communications with local robot companies and colleges and universities in Zhejiang on the direction of C-end sports robots, and discussed robots in different companionship scenarios, technical implementation and cost control.
                        
17:45

                            Southeast University launches QwQ-32B after DeepSeek, the first in China
                        
                            Recently, Southeast University officially connected to Alibaba's latest open source model QwQ-32B based on the Shengteng domestic computing power platform, becoming the first university in the country to launch the QwQ-32B service. The dual-track integration of domestic computing power base and large head model will inject stronger AI momentum into teaching and scientific research. QwQ-32B: A powerful replacement for DeepSeek-R1, with performance comparable to top-level models. Although QwQ-32B has only 32B parameters, through large-scale reinforcement learning training, its performance is comparable to DeepSeek-R1 with 671B parameters in tasks such as mathematical reasoning (AIME24 evaluation), code generation (LiveCodeBench), and tool calling (BFCL test), and it even surpasses it in some indicators. The above figure shows the performance comparison of QwQ-32B and other leading models in mathematical reasoning (AIME24 evaluation), code generation (LiveCodeBench), and tool calling (BFCL test). The performance of QwQ-32B is comparable to DeepSeek-R1, and far better than o1-mini and R1 distillation models of the same size.
                        
17:35

                            China Merchants Securities: Consumption may temporarily take over and technology will outperform
                        
                            According to a research report by China Merchants Securities, judging from the performance bulletins and reports that have been disclosed so far, the overall profitability of the Science and Technology Innovation Board is still under pressure, with revenue outperforming profits, and large-cap companies performing better. Profits of AI hardware, overseas pharmaceuticals, and some mid-to-high-end manufacturing industries have recovered first. According to the latest data, downward pressure on exports has initially emerged, and the need to expand domestic demand has become increasingly prominent; the recent two sessions have expressed positive views on consumption, and the growth rate of fiscal expenditure in 2025 has hit a five-year high. Subsequent special plans to boost consumption are expected to be introduced to further boost demand, and consumption may temporarily take over from technology.
                        
17:14

                            Tianfeng Securities: AIDC centralized construction of diesel generator sets has high growth demand
                        
                            Tianfeng Securities Research Report stated that global AI capital expenditure is rising rapidly, and the AI infrastructure boom is accelerating. High-level IDCs need to be set up for fault tolerance or redundancy, usually using dual-line mains + UPS + diesel generators, and diesel generators are expected to benefit first. Diesel generator market driven by AIDC: The demand for diesel generators has doubled due to the centralized construction of computing power, the supply of international leaders is tight, and domestic imports are expected to accelerate. It is recommended to pay attention to domestic original/diesel engines, domestic OEMs, and parts links that have the ability to increase prices.
                        
17:12

                            CITIC Securities: It is expected that some leading companies planning to list in both places will start to see a market trend as their Hong Kong stock listings are completed.
                        
                            CITIC Securities Research Report pointed out that investors have two major worries in this round of spring turmoil: First, the Hong Kong stock market is bullish and the A-share market is volatile. The differentiation of the two markets has caused the performance differentiation of institutional products; second, the domestic macro volatility is decreasing, and the market has entered a small macro year from a three-year macro year, but many of the original barbell strategies for dealing with violent macro fluctuations are difficult to complete the adjustment when the market rises rapidly. From the perspective of market differentiation, in this round of spring turmoil with the new economy as the main line, the best core assets in the Internet, hard technology, smart cars and innovative drugs are concentrated in the Hong Kong stock market. This is the essential reason why the Hong Kong stock market is bullish while the A-share market is still volatile. About 60% of public fund management products do not have the right to connect to the Hong Kong stock market. Even if they have the right, the investment ratio of Hong Kong stocks is estimated to be about 26.5% higher than the upper limit of the fund contract. The performance differentiation and the horse racing mechanism are driving the allocation-type holdings to accelerate the shift from A-shares to Hong Kong stocks, exacerbating the differentiation of the market trends in the two places. From the perspective of strategic paradigm, the past three years have been big years for macroeconomics, with macroeconomic fluctuations and policy responses being the main variables driving the market, and the barbell strategy becoming a way to deal with frequent macroeconomic disturbances; in contrast, this year, the policy direction and goals are clear, domestic macroeconomic fluctuations are decreasing, and the market is transitioning to a small year for macroeconomics. Marginal changes in macroeconomics and policies are unlikely to become factors driving the direction and structure of the market, and the idea of industry prosperity is taking over the barbell strategy. In terms of response, end-side AI and high-energy-density batteries are relatively exclusive industrial themes for A-shares, and we expect intensive catalysis in the second quarter; the liquidation of traditional core assets in A-shares is accelerating, and in the future, as the economy recovers, there will be operating inflection points. At the same time, we expect that some leading companies that plan to list in both places will start the market as the Hong Kong stock market is listed.
                        
        2025.03.08
    
16:47

                            The U.S. Department of Justice no longer requires Google to divest its AI investments, but insists on ordering it to sell its Chrome browser
                        
                            On March 7, local time, the U.S. Department of Justice updated its potential antitrust lawsuit against Google, retaining most of the rectification demands made by the U.S. Department of Justice against Google's business during the Biden administration. Court documents show that the U.S. government no longer seeks to force the divestiture of Google's artificial intelligence investments, but instead requires the company to give advance notice of future investments. At the same time, the U.S. government insists that Google must divest its Chrome browser business to "provide opportunities for new competitors."
                        
12:17

                            Manus official X account unfrozen
                        
                            On March 8, the official account of ManusAI, a Chinese AI company, was restored. "We are back. Just a reminder, this is our only official account. We will continue to share cool use cases, so stay tuned." ManusAI (ManusAI_HQ)'s official account said. Manus chief scientist and co-founder Ji Yichao also announced the news immediately and reiterated: "Manus has never participated in any cryptocurrency projects, token issuance, blockchain launches, etc. Any virtual currency with a similar name that claims to be related to us is false."
                        
09:52

                            The Supreme People's Court's Work Report: Punishing infringements using AI technology
                        
                            At the second plenary session of the third session of the 14th National People's Congress today, Zhang Jun, President of the Supreme People's Court, delivered a work report of the Supreme People's Court. The work report of the Supreme People's Court revealed that it would serve the development of new productivity, properly handle cases involving artificial intelligence disputes in accordance with the law, support the legal application of artificial intelligence, punish infringements using artificial intelligence technology, and promote standardized and orderly development. 
                        
08:50

                            He Xiaopeng, deputy to the National People's Congress: Plans to mass-produce split-type flying car "land aircraft carrier" in 2026
                        
                            He Xiaopeng, a deputy to the National People's Congress, said that with the promotion of policies, the automotive industry chain is rapidly moving towards the low-altitude economy. In 2026, Xiaopeng plans to mass-produce the split flying car "land aircraft carrier" for the first time, becoming the world's first company to mass-produce and deliver flying cars. "We will also combine car control with AI to develop a control system based on aircraft," he said.
                        
08:35

                            National People's Congress Representative He Xiaopeng: The automotive industry is merging with robots
                        
                            He Xiaopeng, deputy to the National People's Congress: A new AI era is coming. We have two changes: AI will promote the arrival of autonomous driving and even driverless driving; the automotive industry is beginning to merge with robots.

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