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ASML, driven by AI boom, secured a record €13.2B orders in Q4, stock rose 7%. SpaceX plans June IPO targeting $1.5T valuation, potentially the largest ever. SoftBank plans $30B investment in OpenAI, sold some Nvidia shares for funding. SK Hynix's 2025 profit doubled, will invest $13B in new HBM packaging plant. China approved import of first batch of Nvidia H200 chips, involving hundreds of thousa...

Micron announces $24B investment in a Singapore wafer fab to address AI memory chip shortage. Meta begins testing premium subscription plans for apps like Instagram, exploring non-ad revenue. Nvidia invests an additional $2B in CoreWeave to accelerate global AI compute infrastructure build-out. Google agrees to pay $68M to settle a class action over Google Assistant's alleged illegal recordings. M...

美光科技宣布投资240亿美元在新加坡建晶圆厂，应对AI存储芯片短缺。 Meta开始测试Instagram等应用的高级订阅计划，探索广告外收入。 英伟达向CoreWeave追加投资20亿美元，加速全球AI算力设施建设。 谷歌支付6800万美元和解谷歌助理非法录音集体诉讼。 微软发布第二代3纳米AI芯片Maia 200，性能提升30%。 小米SU7销量首次超越特斯拉Model 3，重塑市场格局。 阿里巴巴发布万亿参数推理模型Qwen3-Max-Thinking，性能比肩顶尖。 TikTok...

Nvidia is nearing certification of Samsung's next-gen HBM4 chips, potentially reshaping the AI memory market. Nvidia CEO Jensen Huang arrived in Beijing, highlighting the importance of the Chinese market to its global strategy. Tencent CEO Pony Ma stated that AI is the company's sole major investment area and core strategic focus. Singapore plans to invest S$1 billion in 2026 to boost its AI indus...

英伟达接近完成对三星下一代HBM4芯片认证，或将重塑AI存储芯片市场格局。 英伟达CEO黄仁勋抵达北京，此行凸显中国市场对其全球战略的重要性。 腾讯CEO马化腾表示，AI是公司目前唯一投入资金较多的核心战略领域。 新加坡计划2026年投入10亿新元推动AI产业发展，巩固全球竞争力。 阶跃星辰完成超50亿元B+轮融资，由印奇出任董事长，团队背景深厚。 Meta战略重心显著转向AI，资源从元宇宙部门调离，VR硬件研发延迟。 理想汽车CEO李想...

Tesla's humanoid robot Optimus will enter a Texas factory for testing, preparing for sales in 2027. OpenAI is actively competing with rival Anthropic for enterprise customers, intensifying the competition. Three co-founders of Hesai Technology have established Sharpa, targeting the general-purpose robotics sector. The"World Models" company co-founded by Prof. Li Fei-Fei saw its valuation quintuple...

特斯拉人形机器人Optimus将进入德州工厂测试，为2027年销售做准备。 OpenAI正积极从竞争对手Anthropic手中争夺企业客户，竞争加剧。 禾赛科技三位联合创始人创立Sharpa公司，瞄准通用机器人赛道。 李飞飞联合创立的“世界模型”公司估值一年涨五倍，正洽谈5亿美元融资。 英伟达CEO黄仁勋称AI正变得普及，目标是让每个人都能使用。 微软向FBI提供用户BitLocker密钥，引发对Windows加密安全性质疑。 奇瑞将收购日产南非工厂，加速非洲...

Davos focuses on AI: CEO confidence in revenue growth hits a five-year low, with only a few companies seeing significant financial returns. Jensen Huang calls for treating AI as critical infrastructure. Musk and Harari debate AI's future at Davos: Musk predicts AI will surpass any single human's intelligence by year-end, while Harari warns AI is taking over core domains like law and religion. NVID...

达沃斯论坛聚焦AI：CEO对营收信心降至五年最低，仅少数公司获显著财务回报，黄仁勋呼吁将AI视为关键基础设施。 马斯克与赫拉利在达沃斯激辩AI未来：马斯克预测AI年底超越个人智能，赫拉利警告AI正接管法律、宗教等核心领域。 英伟达发布世界模型平台Cosmos，推动AI进入物理世界，并发布Isaac GR00T机器人模型，市值达4.56万亿美元。 OpenAI启动Codex发布月，聚焦代理式AI与企业应用，并将网络安全作为重点，CFO称2026年为实际应用...

NVIDIA CEO Jensen Huang to visit China amid sales challenges and local competition for AI chips. Musk says Tesla FSD could gain China approval by Feb, Optimus robot to go on sale in 2027. Intel stock plunges 13% after-hours due to AI chip supply shortages, raising market concerns. Suiyuan Technology's STAR Market IPO accepted, aims to raise over 10B yuan for AI chip R&D. TikTok establishes US data...

英伟达CEO黄仁勋将访华，应对在华AI芯片销售挑战与本土竞争。 马斯克称特斯拉FSD最快2月在华获批，Optimus机器人2027年开售。 英特尔因AI芯片供应不足，股价盘后暴跌13%，引发市场担忧。 燧原科技科创板IPO获受理，拟募资超百亿研发AI芯片。 TikTok在美成立数据安全公司，启动“得克萨斯计划”独立运营。 大众汽车董事会将裁减三分之一，并计划在华推超20款新车。 理想汽车重启机器人研发项目，消息刺激公司股价上涨。 杨立昆创立的A...

Apple plans to remake Siri into a built-in chatbot, expected to launch with iOS update in September. OpenAI begins testing ad services in ChatGPT, seeking diversified revenue beyond subscription fees. Ubisoft cancels 6 games and cuts jobs, stock plunges 33% to focus on core brands and live services. Luxshare Precision hit by hackers, potentially leaking unreleased product designs from Apple, Nvidi...

苹果计划将Siri重塑为内置聊天机器人，预计今年9月随iOS更新推出。 OpenAI开始在ChatGPT中测试广告服务，寻求订阅费之外的多元化收入。 育碧取消6款游戏并裁员，股价暴跌33%，以聚焦核心品牌与线上服务。 立讯精密遭黑客攻击，苹果、英伟达等客户未发布产品设计图或泄露。 Meta旗下Threads月活用户突破4亿，并在全球范围正式推出广告服务。 阿里旗下平头哥半导体考虑独立上市，以获取资金支持研发与扩张。 特斯拉柏林工厂将裁员约1...

Elon Musk announced the open-sourcing of X's core recommendation algorithm to enhance transparency and allow external review. CEOs of Anthropic and Google DeepMind stated that AI has begun replacing entry-level positions within their companies. Samsung Electronics is expected to produce Tesla's next-generation autonomous driving chips in the second half of the year, deepening strategic cooperation...

马斯克宣布开源社交平台X的核心推荐算法，以提升透明度并接受外部审查。 Anthropic和谷歌DeepMind的CEO表示，AI已开始取代公司内部的初级职位。 三星电子有望下半年为特斯拉生产下一代自动驾驶芯片，深化双方战略合作。 微软CEO强调AI时代核心在于模型编排与算力工厂，而非单一强大模型。 特斯拉重启Dojo超级计算机项目，计划推出新一代Dojo 3芯片，强化AI布局。 深度求索被曝正在开发代号Model 1的高效推理模型，旨在降低计算消耗...

OpenAI's annual revenue exceeds $20 billion, plans to launch its first hardware device in the second half of the year. Huawei returned to the top spot in China's smartphone shipments in 2025, with Apple ranking second. NVIDIA is reported to have approached a pirated book website for training data, sparking copyright controversy. ByteDance's Coze 2.0 released, granting AI agents long-term autonomou...

OpenAI年营收超200亿美元，计划下半年推出首款硬件设备。 华为2025年中国智能手机出货量重返第一，苹果位列第二。 英伟达被指接洽盗版书网站获取训练数据，引发版权争议。 字节跳动Coze 2.0发布，AI智能体获长期自主规划能力。 钉钉联合高德、支付宝推出AI差旅服务，实现免垫资报销。 马斯克旗下xAI估值飙升，推动其净资产逼近8000亿美元。 TCL与索尼达成战略合作，共同开发下一代家庭娱乐产品。 哈工大人形机器人初创企业开源原型...

Elon Musk sues OpenAI and Microsoft, alleging breach of nonprofit mission and seeking $134 billion. GPT-5.2 Pro independently proves a 45-year-old math conjecture, validated by Terence Tao, marking an AI research milestone. In 2025, China ranked first globally in both vehicle exports and new energy vehicle production/sales, solidifying its industry leadership. Anthropic plans a massive $25 billion...

马斯克起诉OpenAI及微软，指控其违背非营利初衷，索赔1340亿美元。 GPT-5.2 Pro独立证明45年数学猜想，获陶哲轩认可，AI科研能力获里程碑突破。 2025年中国汽车出口量及新能源汽车产销量均位居全球第一，产业引领地位凸显。 Anthropic计划进行250亿美元巨额融资，或创AI私募融资纪录。 特斯拉推进AI5芯片与Dojo3项目，加码自动驾驶基础设施。 宇树科技2025年人形机器人出货超5500台，产业化进程加速。 美国拟对非本土生产内存征收1...

Musk's xAI launches new supercomputer Colossus 2 with 4x the computing power of its predecessor. Micron to acquire Powerchip's P5 fab for $1.8B to expand DRAM capacity. SK Hynix and Samsung accelerate HBF tech commercialization, capacity may be 8-16x that of HBM. Court filings reveal Musk once proposed his son take over OpenAI's AGI project in the future. Tesla has largely completed design of next...

马斯克旗下xAI发布新一代超级计算机Colossus 2，算力为前代四倍。 美光科技以18亿美元收购力积电铜锣P5晶圆厂，扩充DRAM产能。 SK海力士与三星加速HBF技术商业化，容量或为HBM的8-16倍。 法庭文件披露马斯克曾提议其子未来接管OpenAI的AGI项目。 特斯拉基本完成下一代自动驾驶芯片AI5设计，已着手开发AI6。 英伟达从巨头挖角高级人才，同时偏好与华人创业团队合作。 优必选与空客合作，探索人形机器人在航空制造领域应用。 百度萝...

Google's new AI model excels in reasoning and code generation, significantly narrowing the gap with OpenAI. Apple and Google are in talks to use Gemini AI on iPhones, potentially powering new AI features in iOS 18. US regulators extend the investigation into Tesla's Full Self-Driving system over potential traffic law violations. OpenAI will test ads in ChatGPT in the US and launch a new $8 monthly...

谷歌新AI模型在推理与代码生成上表现突出，显著缩小与OpenAI差距。 苹果与谷歌就iPhone使用Gemini模型进行谈判，或驱动iOS 18新AI功能。 美国监管机构延长对特斯拉自动驾驶涉嫌违规的调查期限。 OpenAI将在美测试ChatGPT广告并推8美元月费新订阅方案。 马斯克威胁收购欧洲最大廉航瑞安航空并撤换其CEO。 福特电动汽车将采用比亚迪电池，替代韩国LG能源解决方案。 中国AI公司MiniMax与智谱AI筹备IPO，引发资本市场关注。 美国威胁对...

TSMC's Q4 results far exceeded expectations, with record revenue, strong AI chip demand boosting market sentiment. Alibaba's Qianwen App fully integrated into its ecosystem, launching over 400 AI task functions, transitioning from chat to execution. State Grid plans a record 4 trillion yuan investment in its 15th Five-Year Plan to build a new-type power system. Google DeepMind and CEO communicate...

台积电Q4业绩远超预期，营收创纪录，AI芯片需求强劲带动市场情绪。 阿里千问App全面接入生态，上线超400项AI办事功能，实现从对话到执行跨越。 国家电网“十五五”计划投资4万亿元，创历史新高，以建设新型电力系统。 谷歌DeepMind与CEO每日沟通，以应对OpenAI竞争，加速AI战略调整。 Meta将关闭Horizon Workrooms，终止企业VR业务，战略重心转向AI。 OpenAI收购健康数据初创公司Torch，估值约1亿美元，拓展AI在医疗应用。 英伟达投...