Market Overview - US stock indices opened lower, with Nasdaq down 0.51%, Dow Jones down 0.28%, and S&P 500 down 0.29% [1] Company News - Nvidia's CEO Jensen Huang announced a "world-first" new chip to be unveiled at the GTC 2026 conference, which is expected to strengthen Nvidia's leadership in AI infrastructure [2] - Meta plans to launch an AI-enabled smartwatch later this year, named Malibu 2, along with an upgraded version of its Meta Ray-Ban Display smart glasses, marking its entry into the competitive wearable device market after a four-year hiatus [3] - OpenAI is finalizing initial investment commitments for a $100 billion funding round, potentially valuing the company at $830 billion, with SoftBank expected to lead with a $30 billion investment [4] - Google has partnered with Sea Ltd to develop AI tools for e-commerce and gaming, focusing on creating AI-driven shopping prototypes for Sea's Shopee platform [5] - Walmart reported Q4 revenue of $190.66 billion, slightly above estimates, but projected adjusted EPS for FY2027 at $2.75 to $2.85, below market expectations of $2.97, leading to a pre-market drop of over 2% [6] - Tesla reported that its Full Self-Driving (FSD) system has accumulated over 8.2 billion miles driven, with significant reductions in collision rates [7] - Boeing secured a $22.5 billion order from Vietnam's Sun Group for 40 Dreamliner 787-9 aircraft, enabling intercontinental flight services [8] - Airbus reported a 2025 net profit of €5.221 billion, a 23% increase year-over-year, with revenues of €73.42 billion and a delivery of 793 aircraft [9]

Group 1 - OpenAI is reportedly nearing the completion of the first phase of a new funding round, expected to exceed $100 billion, making it one of the largest financing deals in tech history. The overall valuation of the company may surpass $850 billion, higher than the previous estimate of $830 billion. The first phase of funding will primarily come from strategic investors, including Amazon, SoftBank, Nvidia, and Microsoft [1] - Walmart's stock is down 3% in pre-market trading after issuing a cautious earnings forecast [5] - Hims & Hers shares rose approximately 7% in pre-market trading after announcing a deal to acquire Eucalyptus for over $1 billion [6] - DoorDash shares surged nearly 10% in pre-market trading due to strong revenue growth following its acquisition of Deliveroo [7] - Airbus reported a revenue of €73.42 billion for the fiscal year 2025, a 6% year-over-year increase, with a net profit of €5.221 billion, up 23%, and earnings per share of €6.61 [9] - Vietnam's Sun Group announced a $22.5 billion agreement with Boeing to purchase 40 787-9 Dreamliner aircraft [11] Group 2 - The three major U.S. stock index futures are collectively down, with Dow futures down 0.25%, S&P 500 futures down 0.22%, and Nasdaq 100 futures down 0.36% [2] - European stocks are broadly down, with the FTSE MIB index in Italy falling over 1%, the Euro Stoxx 50 index and DAX 30 in Germany down nearly 1%, the FTSE 100 in the UK down 0.6%, and the CAC 40 in France down 0.8% [3] - U.S. storage stocks saw slight gains in pre-market trading, with SanDisk up 2% and Western Digital up 2%. The storage industry received positive news as Samsung Electronics is reportedly negotiating prices for the new generation HBM4 chips, with quotes up to 30% higher than the previous generation, reaching approximately $700 [4] - Nvidia's CEO Jensen Huang teased an upcoming "unprecedented" new chip at the GTC 2026 conference, generating significant industry interest [10]

Domestic News - The Ministry of Public Security will impose a limit on passenger cars to achieve a 0-100 km/h acceleration time of no less than 5 seconds after each start [2] - The Ministry of Commerce stated that China is legally conducting export controls on rare earth-related items and is designing a new export licensing system to expedite the export process [3] - The China Automotive Technology and Research Center has categorized batteries into three types: solid-state batteries, solid-liquid hybrid batteries, and liquid batteries, and is working on establishing national standards [4] - The China Automotive Chip Innovation Alliance has formed a RISC-V working group with several automotive manufacturers to promote the large-scale application of related chips [4] International News - Tesla announced that the FSD (Full Self-Driving) supervision version will soon be launched in South Korea [5] - Waymo has launched a paid Robotaxi service on highways in key markets including San Francisco, Los Angeles, and Phoenix, with plans to expand this service to more passengers and routes in the future [6] Corporate News - Ford's CEO Jim Farley revealed that the company has 5,000 skilled worker vacancies, despite offering salaries as high as $120,000, which is nearly double the median wage for American workers [7] - Changan Automobile plans to mass-produce humanoid automotive robots by 2028, focusing on core technologies such as "brain," "energy," and "drive" [9] - Faraday Future announced that its future models will be equipped with the North American Charging Standard (NACS) interface, allowing access to over 28,000 Tesla Supercharger stations across North America, Japan, and South Korea [10] - GKN (Suzhou) Automatic Transmission Company increased its registered capital from 398 million RMB to 958 million RMB, representing a growth of approximately 141% [11] - Zhongtong Bus announced an adjustment to its share repurchase price limit to 14.90 RMB per share due to a mid-term dividend distribution [12] - Hummer Automotive Sales Service Company increased its registered capital from 100 million RMB to 400 million RMB, marking a 300% increase [13]