Sou Hu Cai Jing·2026-01-07 05:24Group 1: Samsung's Innovations - Samsung unveiled a foldable OLED panel without visible creases, likely to be featured in the upcoming Galaxy Z Fold 8 and potentially in Apple's first foldable iPhone [4] Group 2: Apple and Camera Technology - Morgan Stanley predicts that the iPhone 21, set to launch in 2028, will be the first to feature a 200MP camera manufactured by Samsung, aiming to diversify Apple's supply chain and reduce reliance on Sony [5] Group 3: xAI Financing - Elon Musk's xAI completed a funding round of $20 billion, exceeding its initial target of $15 billion, with investors including Nvidia and Cisco [6] Group 4: TikTok Shop Growth - TikTok Shop's GMV is approaching $100 billion, with 400 million active consumers expected by 2025, making it the fifth-largest e-commerce platform globally [7] Group 5: Nvidia's Market Impact - Nvidia CEO Jensen Huang's comments on data center cooling systems led to a decline in related manufacturers' stock prices, while companies like SanDisk and Western Digital saw stock increases due to rising demand for memory and storage [8] Group 6: Nvidia's New AI Platform - Nvidia introduced its new AI platform, Rubin, featuring six new chips, including the Rubin GPU, which boasts advanced capabilities for AI applications [9] Group 7: Lenovo and Nvidia Collaboration - Lenovo aims to quadruple its business collaboration with Nvidia over the next 3-4 years, focusing on AI deployment and scaling capabilities [10] Group 8: Marvell Technology Acquisition - Marvell Technology announced the acquisition of XConn Technologies for approximately $540 million, enhancing its capabilities in PCIe and CXL products [11] Group 9: US Government's Antitrust Challenges - The US government's efforts to break up major tech companies are facing significant challenges, with recent antitrust cases struggling to gain traction in court [12] Group 10: Data Storage Sector Performance - Data storage companies emerged as the biggest winners in the S&P 500 in 2025, with Western Digital, Micron, and Seagate showing significant stock price increases [14]