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Comprehensive report by 21st Century Business Herald New Productivity Research Institute

Good morning, a new day has begun. What interesting things have happened in the technology industry in the past 24 hours? Let's take a look with 21tech.

【Giant weathervane】

Microsoft estimates that the "blue screen" incident affects 8.5 million Windows devices worldwide.On July 20, Microsoft released a statement titled "Helping Customers Survive CrowdStrike Failures" in response to the global Windows device blue screen incident. Microsoft said that major incidents like this CrowdStrike error update are not common, and estimated that CrowdStrike's update affected 8.5 million Windows devices, accounting for less than 1% of all Windows machines. Although this proportion is not high, the widespread economic and social impact reflects that many companies are using CrowdStrike to support their critical services.

WPS refuted the rumor that user documents were used to train Doubao AI.On July 21, Kingsoft's office software WPS Office responded to the issue of "sharing documents with ByteDance to train Doubao AI" reported by users. WPS Customer Service's official Weibo account issued a statement saying that the relevant issues were completely untrue, WPS AI and Doubao have not yet carried out any form of cooperation at the AI ​​level, and there is no situation where documents are used for AI training. It also promised that all users' documents will not be used for AI training by any third party.

It is reported that Meta has significantly cut its investment in the Metaverse.Zuckerberg's Meta is reportedly slashing investment in its Metaverse project, with the report citing a former manager of Meta's Reality Labs division, which is responsible for VR, AR and the Metaverse, as saying that the department's hardware team has been asked to cut spending by nearly 20% from this year to 2026.

OpenAI is in talks with Broadcom about developing AI chips.OpenAI is in talks with conductor manufacturer Broadcom to jointly develop a new AI chip, and is actively recruiting former employees who have participated in the production of Google's AI chip TPU. In addition to Broadcom, AIchip Technologies also hopes to provide similar chip manufacturing services to OpenAI. OpenAI has not yet started designing this chip, which is expected to go into production as early as 2026. The team is currently evaluating various chip packages and memory components to maximize chip performance.

Didi responded to the online ride-hailing drivers using cheating software, which caused the order price to exceed 8 times.Recently, a Didi user complained that he took a taxi in Shanghai for a distance of about 8 kilometers, with an estimated price of 26.76 yuan. However, after the trip, it was shown that the trip passed through Suzhou, with a mileage of 160 kilometers and a fee of 229.66 yuan. In response, the Didi customer service manager replied that the abnormality of the order was that the driver modified the vehicle location through black market software, resulting in corresponding changes in the order mileage and amount. The passenger has been exempted from the fare and the driver has been banned.

GAC Toyota denies withdrawing from the price war.Recently, there are reports that GAC Toyota will follow the strategy of BMW and other luxury fuel brands to withdraw from the price war and stop reducing prices. A person related to GAC Toyota responded: "The official has never said that it will withdraw from the price war. It was accidentally involved in the BMW incident. GAC Toyota models will still have preferential prices, but the preferential prices are tending to stabilize." GAC Toyota's cumulative sales in the first half of this year were 336,000 vehicles, a year-on-year decrease of 25.80%. According to the annual sales target of 900,000 vehicles, GAC Toyota only achieved 37.3% of the annual sales target in the first half of the year.

BMW 4S stores in many places refused to deliver cars.Recently, consumers in Chongqing, Zhengzhou, Shenzhen, Suzhou, Dongguan and other places said that the BMW cars they ordered were refused delivery by 4S stores, and the salesperson temporarily required a price increase before they could pick up the car. The models are mainly concentrated in the i3, ix3, and 3 series. Most consumers ordered the car at the end of May or June, and were asked to temporarily increase the price by 30,000 yuan when they picked up the car in July. The reasons for refusing delivery by 4S stores vary, including the discontinuation of production, reduced production, and failure to pass the approval of the headquarters.

【Technology Financial Report View】

17 Apple industry chain listed companies disclosed their first-half performance forecasts.As of July 21, 17 Apple industry chain listed companies, including Feirongda, Dongmu, Goertek, Han's Laser, Bojie, Crystal Optoelectronics, Xinwangda, Hengmingda, Fuliwang, Songjing, Fulai New Materials, Saiteng, Luxshare Precision, Lingyi Intelligent Manufacturing, Wingtech Technology, Changying Precision, and Shengli Precision, disclosed their first-half performance forecasts. Among them, Feirongda's net profit in the first half of the year is expected to increase by 1243.65%-1492.48% year-on-year, Dongmu's net profit in the first half of the year is expected to increase by 419%-447% year-on-year, Goertek's net profit in the first half of the year is expected to increase by 180%-200% year-on-year, and Han's Laser, Bojie, Crystal Optoelectronics and Xinwangda's net profit in the first half of the year are expected to increase by more than 100%. In terms of month-on-month performance, Songjing's Q2 net profit is expected to increase by 131.55%-153.66% month-on-month, and Goertek's Q2 net profit is expected to increase by 112%-134% month-on-month.

【New Products】

Apple releases the small model DCLM-7B.Following Open AI's release of the small model GPT-4o mini, Apple also released its small model DCLM-7B. DCLM-7B includes two parameter sizes: 7 billion and 1.4 billion. The performance of the 7 billion parameter model surpasses Mistral-7B and is close to Llama 3 and Gemma. Vaishaal Shankar of Apple's machine learning team called DCLM-7B the best truly open source model because DCLM-7B not only open sourced the weights, but also the training code and dataset.