Apple(US:AAPL) Wind万得·2026-01-30 00:27Group 1: Key Highlights from Major Companies - Apple reported a 16% year-over-year revenue growth in Q1 FY2026, reaching $143.76 billion, with iPhone revenue at $85.27 billion and diluted EPS at $2.84, both setting historical records. Revenue from Greater China was $25.53 billion, exceeding market expectations [2] - Amazon is in talks to invest up to $50 billion in OpenAI, which is seeking to raise up to $100 billion in new funding, potentially valuing the company at $830 billion. OpenAI plans to pursue an IPO in Q4 and is in informal discussions with banks regarding the listing [2] - Jiangbolong expects a net profit of 1.25 billion to 1.55 billion yuan in 2025, representing a year-over-year growth of 150.66% to 210.82%, driven by rising storage product prices, increased AI server demand, and operational efficiency improvements [2] - SpaceX and xAI are discussing a merger, aiming for a large-scale IPO later this year, which would integrate space exploration and AI technology resources to enhance competitiveness in commercial aerospace and AI [2] Group 2: Developments in Greater China - Alibaba launched the high-end AI chip "Zhenwu 810E," outperforming Nvidia's A800 and mainstream domestic GPUs, serving over 400 clients including State Grid and XPeng Motors. The company plans to increase its AI infrastructure and cloud computing investment from 380 billion to 480 billion yuan over the next three years [4] - Zijin Mining's founder stated that the Jilong Copper Mine is expected to achieve a net profit of 10 billion yuan in 2025, with profits nearly doubling in 2026, driven by capacity release and rising copper prices [4] - Beijing Lier plans to raise no more than 1.035 billion yuan through a private placement to fund aerospace zirconium-based materials projects, enhancing its competitiveness in the high-end materials market [4] - Jiangfeng Electronics intends to acquire control of Kaide Quartz through a cash purchase, which will help the company strengthen its semiconductor materials supply chain [4] - ByteDance's CEO announced the annual keyword "Dare to Climb High," focusing on the development of the Doubao/Dola assistant application, with the company's foundational model capabilities ranked among the top tier in China [4] Group 3: Developments in the Americas - Apple completed the acquisition of Israeli startup Q.AI, valuing the deal at nearly $2 billion, further expanding its technology and talent pool in the AI sector [7] - Nvidia is advancing its autonomous taxi collaboration with Mercedes-Benz, with H200 product licenses being finalized [8] - Lockheed Martin reported a 9% year-over-year increase in Q4 net sales to $20.3 billion, with EPS at $5.80; backlog orders reached $194 billion, and projected net sales for 2026 are between $77.5 billion and $80 billion [8] - Waabi secured $1 billion in Series C funding, with a strategic partnership with Uber to deploy at least 25,000 autonomous taxis on the Uber ride-hailing platform [8] - Visa reported Q1 FY2026 revenue of $10.9 billion, exceeding market expectations, with adjusted EPS at $3.17 and payment transaction volume at $3.87 trillion [8] Group 4: Developments in Asia-Pacific - Samsung Electronics plans to increase capital expenditure on memory chips in 2026, focusing on AI-related chips, with DRAM average selling prices rising by 40% in Q4 [10] - Sony Music Group announced a partnership with Singapore's GIC to establish a joint venture investing over $1 billion in music catalogs [10] - Toyota's domestic production is projected to decline by 2.4% in December 2025, while global sales are expected to reach a record 11.32 million units, with significant contributions from the Chinese market [10] Group 5: Developments in Europe and Oceania - Mercedes-Benz unveiled the new generation S-Class, with over 50% of parts updated, and is collaborating with Nvidia on L4 autonomous driving and taxi plans [15] - Porsche's sales in China are expected to decline by 26% in 2025, with plans to reduce its dealer network from 114 to 80 [15] - BMW's iX3 orders are extended to the end of 2026, with a second shift starting at its Hungarian plant [15] - Volkswagen plans to expand exports of its models from China to the Middle East, Southeast Asia, and Africa [15]