Nvidia(US:NVDA) Wind万得·2025-12-09 22:40Group 1 - Microsoft announced an investment of CAD 19 billion in Canada to enhance artificial intelligence infrastructure, with new capacity expected to be operational by the second half of 2026 [2] - Nvidia received approval from the US government to sell H200 AI chips to China, raising market interest in China's purchasing permissions and demand outlook, which will significantly impact the global AI supply chain [2] - Walmart has migrated its listing from the New York Stock Exchange to Nasdaq, marking the largest listing migration in US stock market history and indicating a major strategic shift for the company [2] - Stellantis partnered with Bolt to accelerate the large-scale deployment of autonomous driving services in Europe, with plans to begin testing vehicles in 2026 and aim for mass production by 2029 [2] - Alibaba established the Qianwen C-end business group, merging its previous smart information and smart connectivity units, aiming to create a super app as the primary entry point for users in the AI era [2] Group 2 - Wenta Technology proposed constructive talks regarding disputes over Nexperia Semiconductor to restore its legal control and shareholder rights [4] - Haiguang Information announced the termination of its stock swap merger with Zhongke Shuguang due to market changes and immature restructuring conditions, stating that normal operations will not be significantly affected [4] - Fosun Pharma signed a licensing agreement worth over USD 500 million with Pfizer, which is expected to enhance the company's market position and technological advantages [4] - Longi Green Energy decided to terminate its overseas issuance of global depositary receipts, citing market conditions and strategic planning considerations [4] - United Microelectronics Corporation (UMC) signed a technology licensing agreement with imec to acquire iSiPP300 silicon photonics technology, aiming to launch a 12-inch silicon photonics platform for next-generation high-speed connectivity applications [4] Group 3 - Microsoft plans to invest USD 17.5 billion in India over the next four years for AI and cloud infrastructure, alongside an additional CAD 7.5 billion investment in Canada [7] - Nvidia received approval to sell H200 chips to "approved customers" in China at a 25% markup, pending security reviews [7] - Apple confirmed that its foldable iPhone OLED screen orders will be exclusively supplied by Samsung, targeting a production of 11 million units [7] - Tesla's wholesale sales in China reached 86,700 units in November, with exports doubling year-on-year to 13,500 units but showing a month-on-month decline [7] - Meta's smart glasses collaboration with Ray-Ban gained popularity despite privacy concerns, and the company plans to launch a new AI model named Avocado early next year [7] Group 4 - Samsung Electronics will launch its first tri-fold smartphone, Galaxy Z TriFold, in China on December 9, with a starting price of CNY 19,999 and a limited global release of 20,000 units [10] - LG Energy Solution secured a USD 1.4 billion battery order from Mercedes, with a supply period extending to 2035 [10] - SK Hynix announced that its next-generation V10 NAND flash will utilize hybrid bonding technology, aiming for mass production by 2027 [10] Group 5 - Mercedes announced a partnership with Momenta and UAE's Lumo to launch L4-level Robotaxi services in Abu Dhabi by 2026 [13] - BMW Group's supervisory board appointed Milan Nedeljkovic as the new chairman, set to take over in May 2026 [13] - BHP plans to sell a 49% stake in its inland power grid in Western Australia for USD 2 billion while retaining a 51% stake [13] - Rio Tinto announced a new strategy focusing on high-quality assets in iron ore, copper, aluminum, and lithium, while integrating AI technology into mineral exploration and production [13] - Volkswagen Group reported a 61.5% year-on-year decline in net profit for the first three quarters, with plans to reduce its investment plan to EUR 160 billion by 2030 [13]