Microsoft's market value plummeted by approximately $357 billion in a single day due to disappointing earnings, marking its largest drop since 2020. OpenAI is in talks with Nvidia, Microsoft, and Amazon for a potential massive investment of up to $60 billion. Elon Musk plans to merge his AI startup xAI with SpaceX, with the combined entity potentially valued at $1.5 trillion. ByteDance and Alibaba plan to launch new-generation AI models in February, intensifying domestic AI competition. Apple acquired Israeli AI startup Qdot AI for nearly $2 billion to strengthen its AI technology portfolio. Nvidia announced the launch of its independent CPU Vera, entering the data center market to challenge AMD and Intel. Robotics startup Skild AI raised $1.4 billion to develop a general-purpose foundation model for robots. OpenAI's GPT-5.2 solved a longstanding number theory conjecture, verified by Terence Tao, and will increase focus on AI for fundamental science. Alibaba clarified its integrated"Cloud + AI + Chip" strategy, with its self-developed PPU chip shipments reaching hundreds of thousands. SK Hynix's 2025 operating profit surpassed Samsung Electronics for the first time, driven by its leadership in AI memory HBM. 文字版更新到微信公众号《晚安咖啡GNC》

微软因财报不及预期，单日市值蒸发约3570亿美元，创2020年来最大跌幅。 OpenAI正与英伟达、微软、亚马逊谈判，或获高达600亿美元巨额投资。 马斯克计划将其AI公司xAI与SpaceX合并，合并后估值或达1.5万亿美元。 字节跳动与阿里巴巴计划于2月分别推出新一代AI模型，加大国内AI布局。 苹果以近20亿美元收购以色列AI初创公司Q点AI，强化AI技术储备。 英伟达宣布推出独立CPU Vera，进军数据中心市场挑战AMD和英特尔。 机器人公司Skild AI完成14亿美元融资，用于开发通用机器人基础模型。 OpenAI的GPT-5.2破解数论猜想获陶哲轩认证，将加大AI基础科学研究。 阿里巴巴明确“云+AI+芯片”一体化战略，自研PPU芯片出货量达数十万片。 SK海力士2025财年营业利润首超三星电子，得益于AI内存HBM领先优势。 文字版更新到微信公众号《晚安咖啡GNC》

SAP stock plunged due to disappointing cloud growth forecasts, marking its biggest single-day drop since 2020. Amazon announced another 16,000 layoffs, totaling 30,000 in three months, a record in its history. SK Hynix's 2025 operating profit surpassed Samsung for the first time, driven by leadership in AI HBM chips. SpaceX's IPO may occur in June, coinciding with a rare celestial event and Musk's birthday. Alibaba's T-Head released the Zhenwu 810E AI chip, with performance comparable to Nvidia's H20. Baidu established a Personal Super Intelligence Group, integrating Wenku and Netdisk to accelerate AI commercialization. BAAI's Emu3 multimodal model research published in Nature, gaining top-tier international academic recognition. OpenAI may secure a $60 billion investment, with Nvidia, Microsoft, and Amazon in discussions. Tesla's annual revenue declined for the first time, announcing product streamlining and a shift to AI focus. Li Auto reorganized its R&D into three core teams focusing on AI and robotics. 文字版更新到微信公众号《晚安咖啡GNC》

SAP因云业务增长预期不足，股价创2020年来最大单日跌幅。 亚马逊宣布再裁员1.6万，三个月内累计裁员3万，创历史纪录。 SK海力士2025年营业利润首超三星，得益于AI芯片HBM领先优势。 SpaceX或于今年6月IPO，与罕见天象及马斯克生日时间点重合。 阿里平头哥发布真武810E AI芯片，性能对标英伟达H20。 百度成立个人超级智能事业群，整合文库与网盘加速AI商业化。 智源Emu3多模态大模型成果登《自然》正刊，获国际顶尖认可。 OpenAI或获600亿美元巨额投资，英伟达微软亚马逊正磋商。 特斯拉年度营收首次同比下滑，宣布精简车型并转向AI战略。 理想汽车重组研发体系，成立三大团队聚焦AI与机器人。 文字版更新到微信公众号《晚安咖啡GNC》

ASML受AI热潮推动，Q4获132亿欧元创纪录订单，股价大涨7%。 SpaceX计划6月IPO，目标估值1.5万亿美元，或成史上最大规模。 软银拟向OpenAI投资300亿美元，已出售部分英伟达股份筹措资金。 SK海力士2025年利润翻倍，将投130亿美元建HBM新工厂。 中国批准进口首批英伟达H200芯片，涉及数十万颗。 工业富联2025年净利润预增超50%，AI服务器为核心动力。 腾讯马化腾承认AI布局慢，2025上半年AI投资达230亿元。 亚马逊关闭所有Amazon Go及Fresh实体店，转向在线杂货。 比亚迪2025年在欧销量增2.6倍，市场份额超越特斯拉。 文字版更新到微信公众号《晚安咖啡GNC》

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 thousands. Foxconn Industrial Internet forecasts 2025 net profit growth >50%, AI servers core driver. Tencent's Pony Ma admitted slow AI move, invested ¥23B in AI in H1 2025. Amazon to close all Amazon Go and Fresh physical stores, shifting to online grocery. BYD's 2025 Europe sales surged 2.6x, market share surpassed Tesla. 文字版更新到微信公众号《晚安咖啡GNC》

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. Microsoft unveils second-gen 3nm AI chip Maia 200, boasting 30% performance improvement. Xiaomi SU7 sales surpass Tesla Model 3 for the first time, reshaping market dynamics. Alibaba releases trillion-parameter reasoning model Qwen3-Max-Thinking, rivaling top-tier models. TikTok service outage in US and parts of Europe exceeds 24 hours, cause under investigation. EU launches investigation into X's AI chatbot Grok over sexualized deepfake generation. Li Auto restarts its robotics R&D project, focusing on embodied intelligence. 文字版更新到微信公众号《晚安咖啡GNC》

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在欧美服务中断超24小时，原因仍在调查中。 欧盟对X平台AI聊天机器人Grok启动调查，涉性化深度伪造。 理想汽车重启机器人研发项目，聚焦具身智能方向。 文字版更新到微信公众号《晚安咖啡GNC》

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 industry and solidify global competitiveness. StepFun completed a B+ round financing exceeding 5 billion yuan, with Yin Qi as chairman and a strong technical team. Meta shifts strategic focus significantly towards AI, reallocating resources from its metaverse division, delaying VR hardware. Li Auto CEO Li Xiang announced a brand repositioning towards"embodied intelligence" including humanoid robots. Apple's iPhone Air underperformed, with less than 200k global activations, leading to major order cuts. AI chip company Axera passed the Hong Kong listing hearing, a top global provider of vision edge AI inference chips. CaoCao Mobility plans a global deployment of 100k custom Robotaxis to scale commercial autonomous ride-hailing services. 文字版更新到微信公众号《晚安咖啡GNC》

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李想宣布品牌定位转向“具身智能”，涵盖人形机器人等前沿领域。 苹果iPhone Air市场表现不及预期，全球激活量不足20万台，大幅削减订单。 AI芯片公司爱芯元智通过港交所上市聆讯，为全球最大视觉端侧AI推理芯片提供商之一。 曹操出行计划全球投放10万辆定制Robotaxi，推动自动驾驶出租车规模化商业运营。 文字版更新到微信公众号《晚安咖啡GNC》

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 in a year and is negotiating a $500M funding round. NVIDIA CEO Jensen Huang stated that AI is becoming more accessible, aiming for everyone to use it. Microsoft provided a user's BitLocker key to the FBI, raising concerns about Windows encryption security. Chery will acquire Nissan's South African plant, accelerating its localized production strategy in Africa. China Molybdenum completed the acquisition of Brazilian gold mine assets, expected to contribute 6-8 tons of gold production in 2026. Ant Group's CEO stated that rectification is largely complete, with the internal"Afu" project as a key future driver. GalaxySpace's CEO stated that China's commercial aerospace has evolved from a supplementary role to a strategic pillar industry.

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，加速非洲市场本地化生产布局。 洛阳钼业完成收购巴西金矿资产，预计2026年贡献6-8吨黄金产量。 蚂蚁集团CEO称整改基本完成，内部“阿福”项目成未来关键引擎。 银河航天CEO表示，中国商业航天已从补充力量跃升为支柱产业。