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Real-time News
On August 27th, Bank of America reiterated its "Buy" rating on Nvidia (NVDA.O) with a target price of $350. Nvidia currently projects sales growth of approximately 70% for fiscal year 2028, significantly exceeding the market consensus forecast of 45%, and demand continues to outpace supply. Bank of America raised its future earnings per share (EPS) forecast, citing rapid ramp-up of Rubin chips, increasing AI revenue per gigawatt, and strong long-term demand. The main pressure comes from gross margin: as memory costs rise, gross margin could fall to 72% to 73%.August 27th - With the accelerated implementation of artificial intelligence applications, my countrys daily token usage has exceeded 500 trillion as of June this year. Reporters learned that the global large-scale model market is currently in its most competitive and fastest-iterating phase, and Chinese large-scale models have already entered the first tier of global competition, with token usage growing rapidly. The head of a domestic large-scale model company stated that in the first week of its official model launch, the usage of tokens (words) increased by 68 times compared to the previous generation model. Industry insiders say that current flagship AI models are updated almost monthly, and the focus of competition has shifted from simple "model intelligence" to a comprehensive competition in the implementation of intelligent agents and ecosystem building. Feng Wen, chief architect of the open platform of Xiyu Technology, said: "Our current model input price is 2.1 yuan per million tokens, and the output price is 8.4 yuan per million tokens, which is less than one-tenth of the price of some international models. The reduction in token prices has actually led to the popularization of applications and accelerated the exponential growth of the overall token usage."OpenAI: Expanding its influence in Brazil.Bilibili (BILI.O) reported a gross margin of 37.2% in the second quarter.Bilibili (BILI.O) reported revenue of RMB 7.939 billion in Q2 2026, exceeding market expectations of RMB 7.908 billion and compared to RMB 7.34 billion in the same period last year.
