Wind万得·2026-02-13 00:56Core Viewpoint - The article highlights significant developments in the AI and technology sectors, including price adjustments by companies, substantial funding rounds, and new product launches that indicate a strong growth trajectory in the industry. Group 1: AI and Technology Developments - Zhiyu announced a structural price adjustment for its GLM Coding Plan, with an overall price increase starting from 30%, effective February 12, 2026, while maintaining prices for existing subscribers [2] - Anthropic completed a Series G funding round of $30 billion, achieving a post-money valuation of $380 billion, with annual revenue reaching $14 billion [2] - OpenAI launched its first AI model, GPT-5.3-Codex-Spark, running on Cerebras Systems chips to reduce dependency on Nvidia chips and lower operational costs [2] Group 2: Financial Performance and Investments - SoftBank Group reported a net profit of 248.59 billion JPY (approximately $1.6 billion) for Q3, significantly below market expectations, with a notable gain of $19.8 billion from its investment in OpenAI [3] - Xiechuang Data plans to procure servers worth up to 11 billion CNY to support its expansion in data centers and related businesses [3] Group 3: Company News in Greater China - MiniMax launched its flagship programming model MiniMax M2.5, designed for agent scenarios, competing with top international models [5] - Meitu announced a stock incentive plan for all employees to promote long-term growth [6] - Huahong Semiconductor achieved a record sales revenue of $659.9 million in Q4 2025, a year-on-year increase of 22.4% [7] Group 4: Company News in the Americas - Microsoft signed a memorandum of understanding with Saudi Aramco to advance industrial AI and digital talent transformation [9] - Meta announced a quarterly cash dividend and plans to invest over $10 billion in a large-scale AI data center in Indiana [9] - Amazon faced a tax investigation in Italy regarding potential tax evasion from 2019 to 2024 [10] Group 5: Company News in Asia-Pacific - Kioxia reported a net profit of 87.81 billion JPY for Q3, below market expectations, while projecting annual net sales between 2.18 trillion JPY and 2.27 trillion JPY [13] - Toyota is extending the acquisition period for a public offer to improve success rates and is collaborating with a Japanese oil giant to build a solid-state electrolyte factory [13] Group 6: Company News in Europe and Oceania - Mercedes-Benz adjusted its EBIT forecast for 2025 to €8.2 billion, a 40% decline year-on-year, with plans to launch over 15 new models in China by 2026 [16] - Nestlé is recalling specific batches of infant formula in China due to contamination concerns, with no confirmed cases of illness reported [18]