Krypton Evening News | Bilibili officially announced that it will remove the "Guess You Like" algorithm; Beijing Frontier Brain-Computer Interface Research Institute was officially established; Apple's AI for the Chinese mainland version suddenly went live and then was withdrawn. Apple responded that it is actively promoting its implementation in China.
Large Companies:
South Korean Camera Company Expands from Supplying iPhones to Humanoid Robots
South Korea's LG Innotek plans to accelerate its transformation to reduce its dependence on iPhone sales and become a leading provider of AI and robot solutions. The company has started supplying camera modules to Boston Dynamics and plans to jointly develop robot components. The vision system is an important perception part in humanoid robots. Except for Tesla, other companies have adopted the multi - sensor fusion model.
Bilibili Officially Announces to Remove the "Guess You Like" Algorithm
36Kr learned that Bilibili announced that starting from midnight tomorrow, Bilibili will remove the "Guess You Like" algorithm and will no longer recommend homepage content based on your preferences. A new recommendation algorithm will be launched.
On March 31, the "Apple Intelligence and Siri" option briefly appeared on the settings page of iPhones in the Chinese mainland, triggering hot discussions about the launch of the mainland version of Apple Intelligence. However, this entry was quickly removed, and the functions of users who had downloaded the model were also taken back. Apple responded that due to a software issue, iPhones and iPads in China could briefly download and enable the device - side Apple Intelligence applicable to other regions, but this issue has been quickly resolved. Regarding the launch time of the mainland version of Apple Intelligence, Apple said, "The launch time of Apple Intelligence depends on the approval of regulatory authorities. We are actively promoting its launch in China."
AutoNavi Fully Opens the Embodied Operation Base Model ABot - M0
Recently, AutoNavi announced the full - scale open - source of ABot - M0. It is understood that this is the world's first robot embodied operation base model based on a unified architecture, which can realize a "general brain" adapting to various forms of embodied robots. This model achieved SOTA in multiple authoritative benchmark tests such as Libero, Libero - Plus, and RoboCasa. Among them, on the Libero - Plus benchmark, the task success rate of this model reached 80.5%, nearly 30% higher than the previous industry benchmark solution Pi0.
Beijing Frontier Brain - Computer Interface Research Institute Officially Established
36Kr learned that recently, the Beijing Frontier Brain - Computer Interface Research Institute was officially established. The institute is led by Xuanwu Hospital of Capital Medical University, and Zhao Guoguang, the dean of the hospital, serves as the chief scientist. Relying on Xuanwu Hospital of Capital Medical University, the institute constructs a medical - engineering cross - research and development model. In the future, it will build six common support platforms covering neural electrophysiological data resources, intelligent algorithm development, device development and testing, pre - clinical verification, biological sample library, clinical verification, and third - party evaluation, create a multi - modal neurological disease database, a neural electrophysiological large model, and neurological disease treatment plans, and form a complete chain from data to verification.
Starbucks took the opportunity of its annual shareholders' meeting to clearly convey a message: Although shareholders promoted several governance reforms, the management believes that the recovery has begun to show. All 11 board nominees were re - elected, with Marissa Mayer receiving the strongest support. Shareholders also approved the change from a super - majority voting system to a simple - majority standard. Meanwhile, several proposals, including the requirement to establish an independent board chairman and increase reports related to medical and corporate cooperation, failed to pass, indicating that investors are not currently seeking major structural changes.
New Products:
Alipay Releases Payment Integration Skill
36Kr learned that Alipay officially released the first "Payment Integration Skill" in China and simultaneously launched it on the Skills Center of the ModelScope community. This product deeply encapsulates basic payment capabilities into standardized components. In addition, Alipay also upgraded the "sandbox environment". Developers can complete full - link payment tests without real funds and without officially activating payment products.
Investment and Financing:
MOVA Ecosystem Company "Lingjie Qidian" Completes Tens of Millions in Financing
36Kr learned that recently, MOVA ecosystem company "Lingjie Qidian" announced the completion of a new round of tens of millions of financing. This round of funds will be mainly invested in three major directions: core technology R & D, product matrix expansion, and global channel layout.
"Boson Quantum" Completes 1 Billion Yuan in Series B Financing
36Kr learned that "Boson Quantum" completed 1 billion yuan in Series B financing. This round of financing was jointly led by Beijing Financial Holdings, ICBC Capital, Chaoyang Shunxi, CMBC International, Shenzhen Investment Holdings, and Yida Capital, followed by Turing Asset Management, Dingxing Quantum, Bofu Fund, Guangdong Science and Technology Investment, and Guangzhou Financial Holdings. More than a dozen old shareholders also participated in follow - up investments. This round of financing will be mainly invested in four key directions: technological breakthroughs, chip manufacturing processes, mass production, and ecological expansion.
Today's Views:
The Investment Director's Office (CIO) of UBS Wealth Management issued an institutional view, believing that the current adjustment of the Chinese market may be excessive, and investors have the opportunity to increase their holdings of high - quality Chinese AI stocks at a lower valuation. The 12 - month forward price - to - earnings ratio of the Chinese Internet industry is currently about 13 times, approaching the level before the release of DeepSeek. The current valuation does not fully reflect the benefits brought by AI investment and monetization in the past year. UBS Wealth Management expects that the EPS growth rate of the MSCI China Index this year will be about 13%, and the profit growth rate of the technology sector is expected to reach 20% to 25%. Moreover, policies still actively support the development of AI and technological innovation. As market sentiment and fundamentals improve, profits, valuations, and positions are expected to gradually recover.
Other Noteworthy News:
MIIT NVDB Warns: Guard Against Counterfeit OpenClaw Download Websites and Installation Files
36Kr learned that recently, the Network Security Threat and Vulnerability Information Sharing Platform (NVDB) of the Ministry of Industry and Information Technology monitored and found that an attack organization took advantage of the popularity of OpenClaw (commonly known as "lobster") to counterfeit OpenClaw download websites and installation files, inducing users to download installation files containing malicious programs. Once users run the installation files containing malicious programs, these files will stealthily load malicious programs in terminal devices, release and implant remote control Trojans, which may result in network attacks, system control, information leakage, and other consequences. It is recommended that users download and install OpenClaw and its skill plugins through trusted channels, be cautious about clicking on unknown links, and guard against network attack risks.
Recently, the topic of mobile phone price increases has become a hot topic in the market. Not only new phones but also related topics such as "the recycling price of second - hand phones has skyrocketed" and "three old phones can be exchanged for an iPhone" have become hot, prompting many consumers to dig out their old phones. So, what is the real situation in the second - hand phone recycling market? A visit to the Huaqiangbei market in Shenzhen found that the recycling prices of some second - hand phones have indeed increased compared with before, but not as exaggerated as the "online rumors". Behind the sharp increase in the "value" of second - hand phones is the rising price of storage chips and the "siphon effect" of artificial intelligence (AI) infrastructure investment.