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. NVIDIA launches the world model platform Cosmos, pushing AI into the physical world, and releases the Isaac GR00T robot model series, with its market cap reaching $4.56 trillion. OpenAI launches its Codex Release Month, focusing on agentic AI and enterprise applications, with cybersecurity as a key focus. Its CFO declares 2026 the year of practical application. Apple may restart chip foundry cooperation with Intel, which could manufacture chips for some iPhone models starting in 2028 using its 14A process technology. Meta plans to build tens of gigawatts of computing infrastructure globally, led by Zuckerberg, to support training and deployment of its AI models and next-gen products. Google CEO Sundar Pichai sells $10.6 million worth of Alphabet stock as part of a scheduled plan. He still holds shares worth approximately $724 million. Baidu merges its services to form the Personal Super Intelligence Group (PSIG), led by VP Wang Ying, aiming to deeply integrate personal intelligent services. Geely announces it will complete the first solid-state battery pack offline and begin vehicle validation within the year, as part of its 2030 strategy to enhance EV range and safety. NVIDIA CEO Jensen Huang arrives in Shanghai. The specific agenda is not disclosed, and his movements are closely watched by the industry.

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年为实际应用年。 苹果或与英特尔重启芯片代工合作，英特尔或从2028年起为部分iPhone代工芯片，采用其14A制程工艺。 Meta计划全球筹建数十吉瓦计算基础设施，由扎克伯格领导，以支持其AI大模型及下一代产品的训练与部署。 谷歌CEO皮查伊套现1060万美元Alphabet股票，为定期计划一部分，其仍持有价值约7.24亿美元的公司股票。 百度合并文库与网盘，成立个人超级智能事业群组（PSIG），由副总裁王颖负责，旨在深度整合个人智能化服务。 吉利宣布年内完成全固态电池包下线并进入装车验证，作为其2030年战略的一部分，旨在提升电动车续航与安全。 英伟达CEO黄仁勋抵达上海，具体行程未公开，其动向受业界密切关注。

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 security company, launching "Texas Project" for independent operation. Volkswagen to cut board by one-third and launch over 20 new models in China to regain share. Li Auto restarts robotics R&D project, news triggers a rise in company stock price. AI startup co-founded by Yann LeCun valued at 24.7B yuan, Xie Saining confirmed to join. Clorox to acquire Purell parent GOJO for $2.25B, strengthening its health and hygiene portfolio. Unitree Robotics ships over 5,500 humanoid robots in 2025, marking commercial progress. 文字版更新到微信公众号《晚安咖啡GNC》

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AI初创公司估值达247亿，谢赛宁确认加入。 高乐氏拟22.5亿美元收购Purell母公司GOJO，强化卫生领域布局。 宇树科技2025年人形机器人出货超5500台，商业化取得进展。 文字版更新到微信公众号《晚安咖啡GNC》

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, Nvidia, etc. Meta's Threads surpasses 400 million monthly active users and officially launches ads globally. Alibaba's T-Head Semiconductor considers independent IPO to fund R&D and expansion. Tesla to cut about 1,700 jobs at Berlin plant as part of global cost reduction and restructuring. Ant Group CEO says company is back on track, with future decade focused on key project \"A Fu\". Microsoft was close to fully acquiring OpenAI but deal fell through due to complexities; partnership continues. 文字版更新到微信公众号《晚安咖啡GNC》

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1700人，作为全球成本削减与重组计划一部分。 蚂蚁集团CEO称公司已重回战场，未来十年核心将围绕“阿福”项目展开。 微软曾接近完全收购OpenAI，但因复杂因素未果，双方保持合作伙伴关系。 文字版更新到微信公众号《晚安咖啡GNC》

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. Microsoft's CEO emphasized that the core of the AI era lies in model orchestration and computing power factories, not single powerful models. Tesla revived its Dojo supercomputer project, planning to launch the new Dojo 3 chip to strengthen its AI capabilities. DeepSeek is reportedly developing an efficient reasoning model codenamed Model 1, aiming to reduce computational consumption. US tech giants successfully resisted radical regulatory challenges from political forces through lobbying and legal means. Kuaishou's AI video generation product Kling surpassed 12 million MAUs, indicating broad market acceptance of AI-generated content technology. MIT proposed a "recursive reasoning" framework enabling large models to stably process ultra-long text sequences of up to 10 million tokens. A Chinese team released an international standard for medical AI, and its MedGPT system ranked first in a global evaluation. 文字版更新到微信公众号《晚安咖啡GNC》

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。 美国科技巨头通过游说与法律手段，成功抵御了来自政治势力的激进监管挑战。 快手AI视频生成产品可灵月活突破1200万，AI生成内容技术获广泛市场接受。 MIT提出“递归推理”框架，使大模型能稳定处理千万标记的超长文本序列。 中国团队发布医疗AI国际标准，其MedGPT系统在全球评测中获综合排名第一。 文字版更新到微信公众号《晚安咖啡GNC》

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 autonomous planning capabilities. DingTalk, in collaboration with Amap and Alipay, launched an AI business travel service enabling advance approval and eliminating reimbursement. The valuation of Musk's xAI surged, pushing his net worth close to $800 billion. TCL and Sony formed a strategic partnership to co-develop next-generation home entertainment products. A humanoid robot startup from HIT open-sourced its prototype and received investment from Xiaomi and others. OpenAI announced a strategic shift towards the practical application and widespread adoption of AI technology. 文字版更新到微信公众号《晚安咖啡GNC》

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机，获小米等投资。 OpenAI宣布战略重心转向AI技术实际应用与广泛采纳。 文字版更新到微信公众号《晚安咖啡GNC》

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 funding round, potentially setting an AI private financing record. Tesla advances AI5 chip and Dojo3 project, bolstering autonomous driving infrastructure. Unitree's humanoid robot shipments exceeded 5,500 units in 2025, accelerating industrialization. US proposes 100% tariff on non-domestically produced memory, potentially impacting global supply chains. Apple's Windows 11 update causes shutdown issues on some PCs, revealing compatibility problems. Foreign trade in nine mainland GBA cities hits record high, with import-export value up 24.9% in first two months. China's 2025 GDP exceeds 140 trillion yuan, growing 5.0% year-on-year, indicating steady economic expansion. 文字版更新到微信公众号《晚安咖啡GNC》

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100%关税，全球供应链或受冲击。 苹果Win11更新致部分PC无法关机，出现兼容性故障。 粤港澳大湾区内地九市外贸创新高，前两月进出口总值增24.9%。 2025年中国GDP突破140万亿元，同比增长5.0%，经济稳健增长。 文字版更新到微信公众号《晚安咖啡GNC》