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TSMC's Q4 net profit surged 35% YoY to $160.4B, driven by strong AI demand. Trip.com faces antitrust probe for alleged market dominance abuse, shares plunged nearly 20%. China's AI chip sector sees IPO boom, but Huawei's dominance poses challenges for rivals. AWS launches Sovereign Cloud in Europe, with data isolated and operated entirely within the EU. Toyota raises offer to acquire subsidiary To...

台积电Q4净利润同比增35%达1604亿美元，AI需求成主要驱动力。 携程集团因涉嫌滥用市场支配地位遭反垄断调查，股价一度暴跌近20%。 中国AI芯片行业迎IPO热潮，但华为主导地位为竞争者带来挑战。 亚马逊云科技在欧洲推出主权云服务，数据完全隔离于欧盟境内运营。 丰田汽车提高对子公司丰田工业收购报价，总额超350亿美元。 极兔速递与顺丰控股达成83亿港元相互持股协议，共建全球物流网络。 中国计算机天才陈立杰加入OpenAI，将强化...

The development of AI has triggered a talent war between tech giants and the traditional energy industry, making power supply a key bottleneck. The U.S. eased restrictions on exporting some Nvidia AI chips to China, but high-performance models remain controlled. Alibaba Cloud aims to capture 80% of the new market share in China's AI cloud services by 2026. SK Hynix plans to invest $13 billion in b...

AI发展引发科技巨头与传统能源行业间的人才争夺战，电力保障成关键。 美国放宽对英伟达部分AI芯片出口中国的管制，但高性能型号仍受限。 阿里云设下目标，计划到2026年占据中国AI云服务市场新增份额的80%。 SK海力士拟投资130亿美元在韩国建先进芯片封装厂，巩固AI供应链地位。 特斯拉续签高管朱晓彤并授予股权激励，以稳定核心管理层。 苹果推出面向创作者的订阅服务Creator Studio，整合专业工具与云端资源。 拼多多内测“百亿超...

Apple selects Google's Gemini to power the new AI Siri, accelerating its catch-up in the generative AI wave. Nvidia open-sources its autonomous driving foundation model Drive Foundation, aiming to define the ChatGPT moment for physical AI. Meta launches the Meta Compute project to build a large-scale AI computing infrastructure for future R&D. Google's parent company Alphabet's market cap surpasse...

苹果选择谷歌Gemini驱动新版AI Siri，加速追赶生成式AI浪潮。 英伟达开源自动驾驶基础模型Drive Foundation，旨在定义物理AI的ChatGPT时刻。 Meta启动Meta Compute项目，构建大规模AI计算基础设施以支持未来研发。 谷歌母公司Alphabet市值突破四万亿美元，成为全球第四家达成此里程碑的企业。 SK海力士投资130亿美元建新厂，以应对存储芯片供应短缺问题。 OpenAI收购健康数据初创公司Torch，估值约一亿美元，助力其健康助手发展。...

阿里巴巴据传将向英伟达采购20万台H200计算卡，以增强AI算力储备。 马斯克预测，机器人外科医生将在3-4年内超越人类外科医生的操作水平。 加州拟征财富税，科技富豪与企业加速迁往德州、佛罗里达等州。 微软力推Copilot+PC，强调需配备高性能NPU以应对AI计算浪潮。 xAI计划投资超200亿美元在密西西比州建设第三座数据中心。 具身智能企业自变量机器人获字节、美团、阿里10亿元A++轮融资。 拼多多内部测试“百亿超市”新业务，拓展高...

Alibaba is reportedly set to purchase 200,000 H200 computing cards from Nvidia to boost its AI computing capacity. Elon Musk predicts that robotic surgeons will surpass human surgeons in operational skill within 3-4 years. Proposed wealth tax in California accelerates the exodus of tech billionaires and companies to states like Texas and Florida. Microsoft strongly promotes Copilot+PC, emphasizing...

Zhipu AI listed in Hong Kong, becoming the"first global large model company" to launch new GLM models soon. OpenAI's GPT-5.2 achieved 75% accuracy in ARC-AGI-2 benchmark, significantly surpassing human average. Huawei secured the top spot in China's phone market in 2026's first week with over 20% share, driven by Mate 80 series sales. Elon Musk announced X platform's latest content recommendation...

智谱AI香港上市成“全球大模型第一股”，将推新模型GLM。 OpenAI GPT-5.2在ARC-AGI-2测试中准确率达75%，显著超越人类。 华为手机2026年首周国内市场份额超20%夺冠，Mate 80系列热销。 马斯克宣布X平台最新内容推荐算法将在七天内开源，并承诺定期更新。 FCC批准SpaceX再部署7500颗星链二代卫星，总数达1.5万颗。 印尼政府暂时封禁马斯克AI机器人Grok，担忧生成色情内容风险。 国家网信办起草APP个人信息收集规定，规范敏感权限与账...

MiniMax港股首日暴涨109%，募资6.19亿美元，显示市场对AI初创企业热情。 台积电Q4营收创新高，AI需求推动业绩，全年营收增长31.6%。 中国向ITU申请超20万颗卫星，进行低轨大规模布局，直面全球竞争。 马斯克xAI计划投资200亿美元在密西西比州建设大型数据中心。 SpaceX获准新增7500颗星链卫星，总数将达1.5万颗以提升全球网络。 微软测试将Copilot深度整合进Win11资源管理器，强化AI助手渗透。 Meta签署核电协议，到2035年供应6.6...

MiniMax's stock surged 109% on its Hong Kong debut, raising $619M, reflecting strong market interest in AI startups. TSMC's Q4 revenue hit a record high, driven by AI demand, with full-year revenue growing 31.6%. China applied to ITU for over 200,000 satellites, marking a large-scale low-orbit layout and global competition. Musk's xAI plans to invest $20B in a large data center in Mississippi this...

xAI invests over $20B to build a data center, boosting computing power to 2GW, aiming to be one of the world's most powerful AI systems. NVIDIA requires full prepayment from Chinese clients for H200 chips, with orders exceeding $54B, though delivery prospects remain uncertain. AI firm MiniMax debuts on HKEX with market cap surpassing HK$70B, over 70% of its revenue generated overseas. TSMC's Q4 re...

xAI斥资超200亿美元建数据中心，算力将达2吉瓦，成全球最强AI系统之一。 英伟达要求中国客户全额预付H200芯片订单，总价值超540亿美元，发货前景不明。 大模型企业MiniMax在港上市，市值突破700亿港元，超七成收入来自海外。 台积电Q4营收超330亿美元，2纳米制程量产，CoWoS产能持续扩张。 中国智元机器人2025年出货5168台，占全球39%份额，登顶人形机器人榜首。 美光启动千亿美元DRAM晶圆厂项目，首期投200亿美元，创造近5万就业...

Alphabet's market value surpassed Apple for the first time since 2019, becoming the world's second largest, highlighting the success of its AI strategy. Elon Musk announced Tesla will build its own 2nm wafer fab and challenged traditional cleanroom design standards. AI company Anthropic plans to raise $10 billion in a new funding round, potentially valuing the company at $350 billion. A judge reje...

谷歌母公司Alphabet市值自2019年来首次超越苹果，跃居全球第二，AI战略成效显著。 马斯克宣布特斯拉将自建2纳米晶圆厂，并挑战传统洁净室设计标准。 AI公司Anthropic计划融资100亿美元，估值或达3500亿美元，资金将用于发展。 法官驳回动议，马斯克诉OpenAI案将进入审判，核心争议为是否违背非营利初衷。 中国AI公司智谱在香港上市，成为全球首家以通用大模型为核心业务的上市公司。 三星电子预计季度利润激增近三倍，主要受存储芯...

AMD CEO Lisa Su predicts a 1000-fold increase in AI chip performance within four years, aiming for ubiquitous AI. NVIDIA and Lenovo announce collaboration on an AI cloud super factory to drastically reduce AI deployment time and support trillion-parameter models. Tesla's 2025 European sales plummet 27.8% year-on-year, while BYD surpasses Tesla in several key European markets. NVIDIA reports strong...

AMD CEO苏姿丰预测未来四年AI芯片性能将提升1000倍，旨在实现无处不在的AI。 英伟达与联想宣布合作推出AI云超级工厂，旨在大幅缩短AI部署时间并支持万亿参数模型。 特斯拉2025年在欧洲市场销量同比暴跌27.8%，而比亚迪在欧洲多国销量已超越特斯拉。 英伟达称中国市场对H200芯片需求强劲，已向美国政府提交出口许可证申请。 伯克希尔-哈撒韦将新任CEO格雷格·阿贝尔的年薪提高至2500万美元。 小米新一代SU7预计4月上市，已开启预订，...

NVIDIA unveils new AI supercomputing platform Vera Rubin, with 5x AI inference performance boost, now in full production. AMD previews MI500 processor with 1000x AI performance gain over MI300X, and showcases commercial humanoid robot. Qualcomm launches Snapdragon X2 Plus PC platform with 80 TOPS AI power, and outlines robotics strategy. Apple Vision Pro sales plummet, leading to production cuts a...

英伟达发布新一代AI超算平台Vera Rubin，AI推理性能提升5倍，已全面投产。 AMD预告MI500处理器，AI性能较MI300X提升千倍，并展示商用人形机器人。 高通发布骁龙X2 Plus PC平台，AI算力达80 TOPS，并公布机器人战略。 苹果Vision Pro销量断崖式下滑，苹果缩减生产并削减广告支出。 AI公司MiniMax香港IPO获超额认购1209倍，即将上市。 蔚来第100万台量产车下线，捐赠给量子科技基金会。 小红书内测长文付费功能，探索内容变现新途径...

TSMC's 2nm process has entered mass production, with its Kaohsiung fab set to become a leading global cluster. Tesla's Q4 and full-year 2025 revenue are projected to decline, with BYD surpassing it in pure EV sales for the first time. Chinese AI firm MiniMax plans an IPO in Hong Kong, aiming to raise approximately HK$4.19 billion. Foxconn's December revenue surged 31.77% year-on-year, hitting a re...

台积电2纳米制程工艺已量产，高雄厂将建成全球领先生产集群。 特斯拉2025年Q4及全年营收预计下滑，比亚迪纯电销量首超特斯拉。 中国AI公司MiniMax计划在香港IPO，预计募集约41.9亿港元。 富士康去年12月营收同比增长31.77%，创历史新高。 OpenAI ChatGPT应用商店实测表现不佳，多款小程序运行不畅。 阿里巴巴高德布局“世界模型”技术，成立具身业务部探索机器人等终端。 字节跳动豆包AI眼镜即将出货，起售价预计低于2000元。 理想汽...

Anthropic spends $21B on 1 million Google TPUs, challenging NVIDIA's CUDA ecosystem. Lenovo and NVIDIA confirm new collaboration at CES 2026, focusing on"Agent AI" and hybrid intelligence. Moonshot AI completes $500M Series C funding, valuation reaches $4.3B, to accelerate K3 model development. Apple's"Apple Intelligence" undergoes limited testing in China; official launch pending, users warned of...

Anthropic斥资210亿美元采购100万块谷歌TPU，挑战英伟达CUDA生态。 联想与英伟达确认CES 2026公布新合作，聚焦“代理式AI”与混合智能。 月之暗面完成5亿美元C轮融资，估值达43亿美元，将加速K3模型研发。 苹果“Apple智能”功能在华灰度测试，官方称尚未正式上线，提醒用户注意安全。 CES 2026以“AI Forward”为主题，涵盖AI家电、芯片、机器人、汽车等多领域。 SK海力士龙仁半导体基地建设提速，以应对AI存储器尤其是HBM的旺盛需求。...

SoftBank completes a $22.5B additional investment in OpenAI, with total commitments reaching $41B, all-in on AI. Microsoft CEO Satya Nadella blogs about AI ‘junk content’ and defines 2026 as a pivotal year for AI. BYD surpasses Tesla in global pure EV sales for the first time in 2025, selling about 2.26 million units. Tesla's Q4 2025 deliveries fall 16% YoY, with annual deliveries down about 8.6%,...