Sou Hu Cai Jing·2026-01-08 00:54Industry Insights - The Ministry of Industry and Information Technology issued the "Action Plan for the Integration of Industrial Internet and Artificial Intelligence," aiming to enhance the integration of AI in the industrial sector, with a target of upgrading at least 50,000 enterprises by 2028 [2][6] - The brain-computer interface company Strong Brain Technology recently completed approximately 2 billion yuan in financing, marking the second-largest financing in the brain-computer interface sector after Neuralink [6] - The National Medical Products Administration is optimizing the review and approval process for urgently needed foreign drugs to meet clinical demands, encouraging simultaneous global R&D and applications in China [6] Market Developments - The copper market is expected to see an upward trend in 2026, with domestic copper prices exceeding 100,000 yuan/ton by the end of 2025, driven by supply-demand improvements and intense long-term contract negotiations [4][7] - Starlink has connected over 9 million active users across seven continents, indicating a growing market for satellite internet services [7] Company Updates - Lenovo announced a collaboration with NVIDIA to establish an "AI Cloud Super Factory," with the latest NVIDIA technology being a key component of this partnership [9] - ByteDance's TikTok Shop reached 400 million active consumers in 2025, with a GMV nearing 100 billion USD, ranking fifth among global e-commerce platforms [10] - Alphabet's market capitalization reached 3.89 trillion USD, surpassing Apple's 3.85 trillion USD, highlighting divergent AI strategies between the two companies [10]