英伟达据称拟于明年2月对华运送H200芯片；诺和诺德称减肥药Wegovy口服片剂已在美国获批丨全球科技早参

Group 1 - Alphabet has agreed to acquire Intersect for $4.75 billion in cash, which will enhance its data center and energy infrastructure capabilities [2] - The acquisition allows Alphabet to explore emerging energy technologies to diversify its energy supply while supporting its data center investments in the U.S. [2] - The deal signifies a shift in focus for tech giants from merely stacking computing power to investing in energy infrastructure [2] Group 2 - Larry Ellison has provided an irrevocable personal guarantee of over $40 billion for Paramount's acquisition of Warner Bros. Discovery, addressing market concerns about the deal's uncertainty [3] - The guarantee ensures that Ellison's family trust will not be revoked or transferred unfavorably during the transaction [3] - Oracle's stock rose over 3% following the announcement of the personal guarantee [3] Group 3 - Novo Nordisk's Wegovy® oral tablets have been approved in the U.S., marking a significant breakthrough in the weight management drug market [4] - The oral formulation is expected to have similar weight loss effects as the injectable version, with one in three patients losing 20% or more of their body weight in trials [4] - The approval is anticipated to broaden the patient base and improve medication adherence [4] Group 4 - NVIDIA is reportedly restructuring its cloud team and shifting focus away from directly competing with Amazon Web Services (AWS) [5] - The company is merging its cloud business team with engineering and operations departments to prioritize internal chip demand over external sales [5] - This move indicates a return to NVIDIA's core hardware strategy rather than pursuing cloud service competition [5] Group 5 - NVIDIA aims to export H200 chips to China by mid-February, with initial shipments expected to be between 5,000 to 10,000 modules, corresponding to 40,000 to 80,000 chips [6] - The sales will be subject to U.S. government approval and security review, with a 25% fee on the transactions [6] - NVIDIA's efforts to adapt to international trade rules reflect its flexibility in navigating market conditions [6]