美科技大厂因AI裁掉近半员工 奈飞退出华纳兄弟收购案 | 环球市场

Group 1 - Nvidia's stock dropped over 5% after reporting better-than-expected earnings, leading to a collective decline in the US tech sector, with the Nasdaq falling over 1% [1] - Nvidia experienced its largest single-day drop since April last year, losing $259.2 billion in market value, ranking as the 7th largest loss in history [2] - Samsung Electronics and SK Hynix, suppliers of storage chips to Nvidia, both saw their stocks rise over 7%, contributing to a record high for the Korean benchmark index, which has gained nearly 50% this year [2] Group 2 - The IDC warned of a potential crisis in the smartphone market due to memory shortages, predicting a record 13% decline in shipments in 2026, with expected shipments dropping to approximately 1.1 billion units from 1.26 billion last year [6] - Dell Technologies projected a doubling of AI server revenue to around $50 billion for the current fiscal year ending in January 2027, representing a 103% year-over-year increase [9] - Apple CEO Tim Cook announced a significant week ahead, with new product launches starting Monday, aligning with previous reports of a series of product releases [10][12]