全球大公司要闻 | 千问最强模型发布，紫金矿业扫货金矿

Group 1 - Alibaba officially released the Qwen3-Max-Thinking flagship reasoning model with over 1 trillion parameters, achieving significant performance improvements and surpassing top models like GPT-5.2 and Claude Opus4.5 in key benchmarks [2] - Zijin Mining announced plans to acquire 100% of United Gold for 28 billion yuan, which includes gold resources in Mali, Côte d'Ivoire, and Ethiopia, enhancing the company's gold resource portfolio [2] - Nvidia announced a $2 billion investment in CoreWeave to strengthen collaboration in AI computing infrastructure and accelerate AI factory construction, aiming to deploy over 5 GW of computing power by 2030 [2] Group 2 - Tencent held its 2025 employee conference, with CEO Ma Huateng stating that TEG and CSIG will lead Tencent's AI initiatives, focusing on an integrated approach to large models and AI products while maintaining user privacy [4] - TSMC's earnings report and guidance led Goldman Sachs to raise its 12-month target for Taiwan's weighted index from 32,400 to 34,600, reflecting recognition of TSMC's leadership in AI and HPC [4] - Foxconn's stock surged due to supply disruptions from a winter storm in North America and China's proposed "anti-involution" policy, which is expected to support Taiwan's petrochemical exports and margins in the long term [4] Group 3 - The U.S. Rare Earth Company received a $1.6 billion investment from the Trump administration for developing Texas rare earth mines and an Oklahoma magnet factory, with total funding reaching $3.1 billion [6] - Microsoft launched the new AI chip Maia 200, built on TSMC's 3nm process, aimed at reducing dependency on Nvidia, while also addressing issues with Windows 11 updates causing device startup failures [6] - Apple released the second-generation AirTag with a 50% increase in range and larger volume, while Q1 earnings are expected to show steady growth [6] Group 4 - Samsung Electronics reported a 3-4 times increase in consumer-grade DDR5 memory prices over the past two months and announced a stock reward program for employees [10] - Toyota began production of the 2026 hybrid RAV4 in Canada and recalled 162,000 Tundra models in the U.S., with sales in China showing signs of recovery despite a 3.6% drop in stock price due to yen appreciation [10] - LG Group's LG Display is collaborating with Korean companies to develop glass interlayers for expanding semiconductor packaging business [10]