NVIDIA and AMD lackluster? Broadcom boldly takes over as the AI flag bearerLululemon: Davis Double Kill! Can the 'Little Black Pants' Hold Up?"High Price, Low Configuration" Version of NVIDIA B30A to Enter China? Apple's Self-Developed "World Knowledge Q&A" | Today's Important News RecapSalesforce (Minutes): AI is an assistant, not a killer; SMEs are the new direction for growth.Salesforce: Is AI a 'Savior' or a 'Death Knell'?Endgame: After the Three Kingdoms Battle of Food Delivery, Will E-commerce Ultimately Be Dominated by Alibaba?Google's final antitrust ruling is settled; Nvidia refutes rumors of chip shortage | Today's Important News RecapNio (2Q25 Minutes): Still maintains the target of breaking even in the fourth quarterNio: Through the "Storm", Can It Welcome the Dawn?80% of Tesla's value will depend on the Optimus robot | Today's Important News RecapFocus Media (Minutes): Benefiting from the food delivery war, a peak in advertising is expected before the Spring FestivalNvidia (small meeting): The target for 2026 is relatively cautious, with the market reaching 3-4 trillion by 2030.BYD: The King of Competition Under Siege, Has the Former 'Butcher's Knife' Become a Double-Edged Sword?Xindong (Minutes): Overseas Outbreak Benefits from the Return of Key PartnersFocus Media: Short-term pressure is not a big issue, a new story is on the wayAlibaba (Minutes): Pulling 10cm! What explosive information was released during the conference call?Wolfishness Returns! The 'Lost' Alibaba, Starting OverDell (Minutes): AI servers, shipment volumes relatively balanced between the first and second half of the yearDell Technologies: AI Server 'Frenzied Orders', Just a 'Flash in the Pan'?HeartBeat Company: Games frequently emerge as 'dark horses', TapTap accelerates monetizationMarvell (Minutes): Still has not responded positively to Alchip's challengeMarvell Technology: Cloud Giants Spend Generously, Why Didn't ASIC Benefit?