Key Takeaways Qualcomm launched Snapdragon 8 Elite Gen 5 to power the Galaxy S26 Ultra globally.The chip adds Oryon CPU, Adreno GPU, and Hexagon NPU to enhance AI, graphics, and camera features.Qualcomm expands with new mid-range Snapdragon chips, targeting broader AI smartphone growth.Qualcomm Incorporated (QCOM) has launched its most advanced mobile chip, the Snapdragon 8 Elite Gen 5 for Galaxy, strengthening its long-running partnership with Samsung Electronics. The new processor, which is an updated ver ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ （来源：智通财经） 北京时间2月26日，三星正式推出旗舰手机Galaxy S26系列。据了解，Galaxy S26 Ultra首次引入内置 式"防窥显示屏"，可实现硬件级防窥效果，并搭载第五代骁龙8至尊版for Galaxy定制芯片。Galaxy S26 Ultra起售价为9999元，Galaxy S26、S26+售价6999元起。 ...

Core Viewpoint - Samsung has introduced a new display technology for its Galaxy S26 Ultra smartphone that enhances user privacy by allowing a customizable privacy mode on a per-app basis, effectively preventing "shoulder surfing" [1][5][11] Group 1: New Display Technology - The new display technology utilizes two types of pixels: narrow pixels and wide pixels, referred to as Black Matrix, to control light emission and enhance privacy [3] - This technology offers a smarter alternative to traditional privacy films, which often result in dimmer screens and difficulties in sharing content [2] Group 2: Customization and Features - Users can customize which apps trigger privacy mode, allowing for specific applications like messaging or banking to always display in private mode while others remain unaffected [5] - A "maximum privacy protection" setting is available, which further enhances privacy by adjusting brightness levels [6] Group 3: Product Launch and Demonstration - The new display feature will first be available on the high-end Galaxy S26 Ultra smartphone, which also includes upgraded AI support and a custom chipset [7] - The technology was demonstrated live during the launch event, showcasing its effectiveness in protecting sensitive information on the screen [7]

Group 1 - Samsung Electronics launched its latest flagship smartphones, with two models priced $100 higher than their predecessors due to a global memory chip shortage [1][2] - The new models feature enhanced AI capabilities and a privacy display, addressing the ongoing challenges in the memory chip supply chain [1] - The average selling price of smartphones is projected to increase by 6.9% by 2026, influenced by the memory chip shortage [2] Group 2 - The Galaxy S26 is priced at $899, the Galaxy S26+ at $1,099, and the Galaxy S26 Ultra at $1,299 [3] - The S26 and S26+ have seen a $100 price increase compared to the S25 series, while the S26 Ultra's price remains unchanged [2] - The global memory chip shortage is expected to continue into 2027, primarily due to the rapid expansion of AI infrastructure affecting supply for smartphones and other consumer electronics [2]

Core Insights - Samsung is set to launch the Galaxy S26 series on February 25, 2026, during its first Galaxy Unpacked event of the year [1] - Pre-reservations for the Galaxy S26 series have begun in India, allowing customers to secure a device with a refundable deposit [2] Design and Features - The Galaxy S26 and S26 Plus will feature minor design updates, primarily a refreshed camera module, while maintaining a similar overall look to the Galaxy S25 series [3] - The Galaxy S26 Ultra will retain a familiar design with a redesigned camera housing and more rounded edges, along with a modified S Pen that aligns with the device's finish [4] Camera and Photography - Samsung is focusing on a consistent camera island design across the Galaxy S26 series, with teasers emphasizing photography capabilities [5] - The Galaxy S26 Ultra is expected to include a 200MP primary sensor, supported by 50MP ultra-wide and telephoto cameras, while the S26 and S26 Plus will feature a 50MP main camera and dual 12MP sensors [6][7] Hardware Specifications - The Galaxy S26 Ultra is anticipated to run on the Qualcomm Snapdragon 8 Elite Gen 5 processor, while the S26 and S26 Plus may use either the Snapdragon or Samsung's Exynos 2600 chipset depending on the market [6][7] - The Galaxy S26 Plus is likely to have a 6.7-inch flat LTPO M14 AMOLED display with a 120Hz refresh rate, while the standard S26 may feature a 6.3-inch screen [9] Event Details - The Galaxy Unpacked event will take place in San Francisco at 11:30 PM IST, with an online livestream available on Samsung's platforms [8]

Group 1 - Meituan has agreed to acquire Dingdong Fresh Holding Limited for $717 million, which will make Dingdong a wholly-owned subsidiary of Meituan, enhancing its core competitive advantages on a larger platform [3] - Nvidia will not launch new gaming graphics chips this year due to a shortage of storage chips, marking the first time in thirty years, and will reduce the production of the current GeForce RTX50 series [3] - Amazon announced a capital expenditure of approximately $200 billion for 2026, exceeding market expectations, primarily for cloud infrastructure and AI technology development [3] Group 2 - Alphabet's Q4 revenue reached $113.83 billion, a year-on-year increase of 18%, with Google Cloud revenue growing by 48% to $17.66 billion [4] - NIO expects to achieve an adjusted operating profit of 700 million to 1.2 billion yuan in Q4 2025, marking its first quarterly profit [4] Group 3 - Baidu's board has approved a $5 billion share buyback plan and a dividend policy, with the first dividend expected in 2026, reflecting confidence in its growth prospects [6] - TSMC plans to invest approximately $17 billion in its Kumamoto plant for 3nm chip production, while also evaluating adjustments to its second wafer fab's process planning [6] - Guoxuan High-Tech plans to issue A-shares to raise up to 5 billion yuan for various battery projects and to supplement working capital [6] Group 4 - Samsung Electronics announced the construction of a dedicated HBM4 DRAM production line at its P4 plant, aiming to increase production capacity by nearly 20% [12] - Toyota continues to focus on hybrid vehicles after achieving six consecutive years of global sales leadership, with a projected decline in net profit for Q3 [12] - Sony Group's Q3 operating profit was 515.04 billion yen, exceeding market expectations, and it raised its full-year operating profit forecast to 1.54 trillion yen [12]

Samsung Reveals Exclusive Android Upgrade For Galaxy S26 UltraJust ahead of Samsung’s all new Galaxy S26 release, including the Galaxy S26 Ultra, there’s another reason to upgrade. Samsung is raising the bar with new hardware and software, including an Android exclusive from Google. https://t.co/DebrHH1VWs (Photo: NurPhoto via Getty Images) ...

Samsung's new Galaxy S26 Ultra may be mere weeks away, and I've got a few things I especially want to see. In my 14 years as a seen reviewer, I have tested every Galaxy Ultra model going, including the latest S25 Ultra. I've taken countless photos, played loads of games, scrolled through endless images of cake on Instagram.So, I've learned a thing or two about what makes these phones good, but also how they can be improved. So, with the 26 Ultra almost upon us, here's what I want to see Samsung do. Samsung' ...

Core Insights - Samsung is making urgent adjustments to its S26 flagship lineup due to poor market performance of the Galaxy S25 Edge, which has led to the cancellation of the S26 Edge model and the reintroduction of the Galaxy S26+ to fill the mid-range gap [1][4] Group 1: Product Adjustments - The S26+ will feature only minor modifications and will retain the 6.66-inch screen size from the previous generation [1][4] - The S25 Edge, which was marketed with a 5.8mm ultra-thin body, faced criticism for its short battery life, resulting in sales of less than 1 million units, only one-fifth of the standard version [1] Group 2: Production and Strategy - Samsung's initial plan was to incorporate a high-quality screen from the S26 Edge into the S26+, but due to compressed development cycles and insufficient component production time, the old specifications were retained [4] - The S26 Ultra has already begun mass production with a planned output of 3.6 million units, while the combined production for the S26+ and standard version is slightly over 500,000 units, indicating a clear strategic focus on high-end flagship models [4]

Core Insights - Apple has announced a multi-year agreement with Google to upgrade Siri using the Gemini model, enhancing personalized smart features, while Elon Musk criticized the collaboration for potentially leading to excessive power concentration [2] - Tempus AI forecasts an 83% revenue surge in 2025, with total contract value exceeding $1.1 billion, showcasing significant technological advantages and market expansion in the medical AI sector [2] - WuXi AppTec anticipates a net profit growth of approximately 102.65% in 2025, significantly exceeding market expectations, driven by its leading position in global pharmaceutical R&D services and sustained order growth [2] - Xpeng Motors has set a delivery target of 550,000 to 600,000 vehicles for 2026, representing a year-on-year increase of 28.1% to 39.7%, with plans to launch four new SUV models [2] - Alibaba is recommended for gradual accumulation by JPMorgan, citing short-term profit margin pressures due to investments in food delivery, e-commerce, and AI applications, but expects accelerated revenue growth from Alibaba Cloud [2] Greater China Company News - Rongchang Biopharmaceutical has signed an exclusive licensing agreement with AbbVie for the dual-specific antibody drug RC148, receiving an upfront payment of $650 million and potential milestone payments up to $4.95 billion [4] - TSMC projects a net profit of NT$475.2 billion (approximately $15.02 billion) in Q4 2025, a 27% year-on-year increase, driven by rising global AI infrastructure demand and the release of 3nm process capacity [4] - Kweichow Moutai plans to adjust the factory prices of several products for the first time in three years, with significant price reductions for "Moutai Boutique" and "Moutai 15-Year" [4] - Ctrip mistakenly sent a mass layoff notice, which was clarified as an internal error, not indicative of a company-wide layoff [4] Americas Company News - NVIDIA and Eli Lilly plan to jointly invest $1 billion over five years to establish an AI drug development lab, while also collaborating with Thermo Fisher on AI-driven lab automation solutions [6] - Meta is set to announce layoffs affecting about 10% of its Reality Labs staff, reallocating funds from virtual reality to wearable devices, and plans to invest billions in expanding data center infrastructure [6] - Tesla's stock is under pressure following a fatal accident involving a semi-truck, although EU plans to replace punitive tariffs with minimum import prices may alleviate cost pressures in the European market [6] - Amazon's fine from Italy's antitrust authority has been reduced from €1.128 billion to €752.4 million, while also reforming its return policy for high-value items [6] Asia-Pacific Company News - Samsung Electronics is collaborating with T-Mobile on retail media innovations and is set to release the Galaxy S26 Ultra with improved satellite communication features [10] - SK Hynix is experiencing rising DRAM prices, with 32GB memory prices reaching several thousand yuan, and is expected to achieve a profit margin of 82% [10] - LG Energy is projected to incur a loss of $83.8 million in Q4 2025, while planning to release low-cost OLED TVs to expand market share [10] - Hyundai has ordered 30,000 Boston Dynamics robots to enhance smart manufacturing capabilities [10] Europe and Oceania Company News - European satellite communications company has ordered an additional 340 OneWeb low Earth orbit satellites from Airbus, bringing the total to 440, expected to enhance global broadband communications [12] - BHP has no plans to make a takeover bid for Glencore amid renewed merger talks between Rio Tinto and Glencore [12] - Rio Tinto is considering acquiring Glencore's coal business as part of its renewed merger discussions [12] - Mercedes-Benz expects a 9% decline in global sales to 1.8 million units in 2025, with a significant drop in the Chinese market [12]