Xin Lang Ke Ji·2025-11-26 00:55Group 1: Huawei and Alibaba - Huawei launched the Mate 80 series and Mate X7, with performance improvements of over 35% compared to previous models, and pricing ranging from 4,699 to 12,999 yuan [2] - Alibaba reported Q2 FY2026 revenue of 2,478 billion yuan, exceeding estimates, but adjusted net profit was 103.5 billion yuan, below expectations; CEO emphasized long-term strategic value in AI and e-commerce integration [2] Group 2: NIO - NIO achieved record high deliveries of 87,071 units in Q3, a year-on-year increase of 40.8% and a quarter-on-quarter increase of 20.8%; revenue reached 217.9 billion yuan, up 16.7% year-on-year and 14.7% quarter-on-quarter [5] - NIO's chairman expressed confidence in achieving profitability in Q4, citing strong orders for high-margin models [5] Group 3: Tesla and AI Chips - Elon Musk stated that Tesla's AI chip production must exceed the combined output of Nvidia, AMD, and other tech giants to win in the "real-world AI" race; highlighted Tesla's advanced AI chip engineering team [3] Group 4: Foldable Smartphones - Fubon Research predicts the global smartphone market will continue to shrink in 2026, but foldable models, particularly Apple's first foldable iPhone, are expected to be a bright spot, with a projected price of around 2,399 USD [4] Group 5: Nvidia and Market Concerns - Nvidia responded to Michael Burry's criticisms regarding an AI bubble, providing a detailed memo to Wall Street analysts to counter claims of fraud and over-supply risks [6] Group 6: TSMC Expansion - TSMC plans to increase the number of 2nm wafer fabs in Taiwan from 7 to 10, with an estimated additional investment of 900 billion NTD for the new facilities [7] Group 7: Mobile Power Safety Standards - New stringent safety standards for mobile power banks are being finalized, with expectations that nearly 70% of existing production capacity may exit the market due to non-compliance [9]