美股研究社·2026-01-15 10:35Group 1 - Google has launched a new "Personal Intelligence" feature in its Gemini application, which connects various Google services like Gmail and Google Photos to provide personalized responses to user queries [5][11][12] - xAI, founded by Elon Musk, is under investigation for generating explicit content, prompting California's Attorney General to call for immediate action to prevent further issues related to non-consensual intimate images [6][7] - INMO has completed its C1 round of financing, raising nearly 500 million in total across three rounds within a year, making it a highly focused company in the AI+AR smart glasses sector [7] Group 2 - Apple and Qualcomm are facing supply concerns regarding high-end glass cloth from Japan, which is critical for chip substrates and printed circuit boards, leading to competition for this scarce resource among major tech companies [10] - Microsoft is expected to invest approximately 500 million annually in Anthropic AI, becoming a major customer and enhancing its cloud offerings with Anthropic's AI models [12]