全球大公司要闻 | 英伟达拟明年2月对华运送H200芯片

Group 1 - Nvidia plans to ship 5,000 to 10,000 H200 chip modules to China by mid-February next year, with expected shipments of 55,000 GB300 AI server cabinets, a year-on-year increase of 129%, primarily serving clients like Microsoft and Meta [3] - Paramount has modified its acquisition offer for Warner Bros. Discovery, maintaining a cash offer of $30 per share, adding a personal financial guarantee of $40.4 billion from Oracle Chairman Larry Ellison, and increasing the regulatory reverse termination fee from $5 billion to $5.8 billion to outbid Netflix [3] - Alphabet, Google's parent company, will acquire renewable energy project developer Intersect for $4.75 billion in cash and debt assumption, aiming to enhance energy innovation in the U.S. The acquisition includes several gigawatt-scale energy and data center projects currently in development or construction [3] Group 2 - Nanshan Aluminum plans to repurchase company shares worth between 300 million to 600 million yuan [5] - Baidu collaborates with Uber to conduct trial runs of autonomous taxis in the UK, combining Baidu's autonomous driving technology with Uber's ride-hailing platform to expand into overseas markets [5] - Dali Light announces a share buyback plan with a maximum amount of NT$179.665 billion, marking the largest buyback action in Taiwan's stock history, intending to repurchase 2,670 shares by February 11, 2026 [5] Group 3 - Apple has been fined €98 million by the Italian antitrust authority for allegedly abusing its market dominance regarding app tracking transparency policies, and the company plans to appeal this decision [8] - Microsoft has been identified as a top tech stock pick for 2026 by Wedbush, with expectations for AI business growth to exceed forecasts, driven by CEO Nadella's direct involvement in AI product development [8] - Micron Technology's stock rating has been upgraded from "neutral" to "buy" by Bank of America, with target price raised from $250 to $300, and earnings expectations for fiscal years 2026, 2027, and 2028 increased by 62%, 80%, and 42% respectively [8] Group 4 - BMW executives are considering larger-scale semiconductor procurement from China, emphasizing the importance of collaboration with Chinese suppliers for competitiveness, with significant purchases of key components like battery cells already in place [12] - Porsche China will cease operations of approximately 200 self-built charging stations starting March 1, 2026, shifting to partnerships with leading charging operators, while global operating profit for the first three quarters of 2025 plummeted 99% to €4 million, with a 26% decline in sales in the Chinese market [12] - ASML's advanced EUV lithography machine has successfully achieved full wafer-level manufacturing of nanoscale holes down to 10 nanometers, which is expected to drive advancements in molecular sensing technology with significant biomedical applications [12]