Samsung’s Galaxy Z TriFold Is Back In Stock Today https://t.co/klzgVXmGcA via @ForbesVettedPhoto: Retailer https://t.co/bVeycQz5Hv ...

Samsung won’t restock its 10-inch Galaxy Z TriFold, which boasts the screen size of four original iPhones and costs nearly $3,000. https://t.co/k19Fhj5iUg https://t.co/XyJqulMwT4 ...

Major Events Observation - The Iranian National Security Council Secretary Ali Larijani has been confirmed dead due to attacks from the US and Israel [2] - Joe Kent, the Director of the US National Counterterrorism Center, has resigned, citing moral objections to the ongoing war with Iran, stating that Iran does not pose an imminent threat to the US [3][4] - Kent's resignation reflects widespread domestic skepticism regarding military action against Iran, with nearly 60% of the public opposing military intervention [5] Foreign Investment Projects - The National Development and Reform Commission of China has launched a new batch of 13 major foreign investment projects with a planned investment of $13.4 billion, focusing on manufacturing sectors such as electronics, chemicals, automotive, and electrical machinery [6] Legal Actions in AI Sector - Elon Musk is suing OpenAI and Microsoft for $134 billion, promising to donate all proceeds to charity if he wins, claiming OpenAI has deviated from its original non-profit mission [7] - OpenAI has denied Musk's allegations, suggesting that the lawsuit is a form of harassment due to Musk's competitive interests with his new venture, xAI [8] Technology Product Updates - Samsung has confirmed the gradual cessation of sales for its first tri-fold smartphone, Galaxy Z TriFold, just three months after its launch, citing high production costs and supply chain issues as reasons for this strategic adjustment [9] - Applied Intuition has announced a strategic partnership with NVIDIA to accelerate the development of L2+ level driving assistance systems for global automakers, with its simulation platform already widely adopted by major automotive companies [10][11][12] Automotive Industry Developments - Xiaomi has appointed Su Bingtian as the brand ambassador for its automotive division, coinciding with the announcement of the discontinuation of its first-generation SU7 model [13][14] AI Industry Insights - NVIDIA's CEO Jensen Huang has clarified that the previously reported $1 trillion revenue forecast is conservative, emphasizing that actual revenues could exceed this figure due to the growing demand for AI capabilities [16][17] - Tencent has launched QClaw, a local AI assistant, and an enterprise-level solution called ADP Claw, aimed at enhancing security and efficiency in corporate environments [19][20] - OpenAI has signed a contract with AWS to provide AI services to the US government, although the expected revenue from this contract is minimal compared to its overall projected income [21][22][23] - OpenAI has released its most powerful small models, GPT-5.4 mini and nano, which significantly reduce costs while maintaining high performance levels [24][25] - Alibaba Cloud has announced a price increase of up to 34% for its AI computing and storage products due to rising global demand and supply chain costs [26] - Tencent Music reported a total revenue of 32.9 billion yuan for the year 2025, reflecting a year-on-year growth of 15.8% [27]

Market Overview - The Hang Seng Index faces short-term resistance at 26,500 points due to ongoing geopolitical uncertainties and potential fluctuations in international oil prices, with capital likely to flow out of Asian markets [2] - The economic growth target for mainland China has been slightly adjusted to a range of 4.5% to 5% for this year, aligning with expectations, while the market anticipates limited stimulus measures in the short term [2] - The Hang Seng Index has formed a head-and-shoulders pattern since January, recently testing support at 25,000 points, with a potential rebound resistance at the 50-day moving average around 26,500 points [2] Company News - Alibaba (9988) launched an enterprise-level AI agent platform called "Wukong" [10] - Tencent Music (1698) reported a 25% increase in adjusted profit year-on-year, but this fell short of expectations, with a decline in active users [10] - Reading Group (0772) saw a 25% drop in adjusted profit year-on-year [10] - WanGuo Data (9698) turned a profit of 950 million RMB last year [10] - Kwan Tai Group (0148) reduced its stake in Kwan Tai Laminated Board by 8.7%, cashing out over 2.7 billion RMB [10] Macro Focus - The China Securities Regulatory Commission indicated that the dismantling of red-chip structures is a normal regulatory requirement, aiming to prevent capital outflow [8] - The National Development and Reform Commission is reportedly promoting a new batch of foreign investment projects with a total investment of 13.4 billion USD, primarily in manufacturing sectors [8] - The Chinese government is focusing on enhancing key core technology breakthroughs and developing emerging pillar industries [8] Industry Insights - AI stocks are experiencing rapid growth due to intensive upgrades in AI models, driving significant growth in the semiconductor industry [7] - The aluminum sector is facing supply disruptions due to geopolitical conflicts, leading to fluctuations in aluminum prices [7]

Group 1 - Nvidia's CEO Jensen Huang stated a revenue expectation of over $1 trillion, indicating strong visibility, which only includes revenue from the Blackwell and Rubin product lines, excluding upcoming products and new markets. Nvidia plans to return 50% of its free cash flow to investors, with stock buybacks and dividends expected in the second half of the year [3] - Qualcomm announced a $20 billion stock buyback plan and raised its quarterly dividend from $0.89 to $0.92 per share, reflecting confidence in future performance. The company continues to advance in 5G and chip-related technology development, maintaining a robust supply chain in IoT and automotive electronics [3] - Micron Technology announced that its HBM4 production line will begin mass production in Q1 2026, with initial products designed for Nvidia's Vera Rubin platform, meeting high-end AI computing memory needs [4] Group 2 - Tesla signed a supply agreement with LG Energy to build a $4.3 billion lithium iron phosphate battery manufacturing plant in Lansing, Michigan, with production expected to start in 2027. CEO Elon Musk stated that any legal gains from the lawsuit against OpenAI will be donated to charity [4] - Alibaba launched the world's first enterprise-level AI-native work platform "Wukong," designed to enhance operational efficiency and support digital transformation across various industries, with pilot applications already underway [5] - Tencent Music reported Q4 revenue of 8.64 billion yuan, a 15.9% year-over-year increase, and a net profit of 2.2 billion yuan, up 12.6%. For the full year 2025, total revenue reached 32.9 billion yuan, a 15.8% increase, with net profit growing 66.4% [7] Group 3 - BYD is developing L4 autonomous vehicles based on the NVIDIA DRIVE Hyperion platform, leveraging Nvidia's computing power and technology to accelerate the development and production of high-level autonomous driving technology [7] - Pengding Holdings announced a 11 billion yuan investment for a high-end PCB production base, aiming to capture demand from AI technology development and enhance its market share in high-end printed circuit boards [8] - Baidu announced the launch of its first AI desktop assistant DUMate, which integrates various capabilities from its ecosystem, aiming to become a commonly used tool in daily work [8] Group 4 - Amazon's CEO predicts that AI will drive AWS cloud service sales to reach $600 billion by 2036, doubling previous expectations, and has partnered with OpenAI to sell AI-related products to U.S. government agencies [11] - Microsoft is restructuring its AI business, integrating commercial and consumer Copilot product lines, and slowing down the aggressive AI integration into Windows 11 [11] - Meta announced a $27 billion computing partnership with AI infrastructure provider Nebius to enhance its AI capabilities while scaling back its metaverse business [11]

Key Points - Xiaomi's CEO Lei Jun announced the discontinuation of the first-generation SU7 to avoid undermining existing customers, despite the impact on initial sales [4] - The new generation SU7 features significant upgrades in safety, power, and chassis, including a 10% increase in strength of the embedded roll cage and a maximum power output of 690 horsepower [5] - Huawei faced a large-scale account suspension issue affecting adult players, attributed to a potential error in their account verification system, raising concerns about user experience [10] - AI companies are increasingly hiring liberal arts graduates, with salaries for positions like AI trainers and ethical researchers reaching up to 30,000 yuan per month, indicating a shift in job market demand [12][13] - 360 Group's founder announced a nationwide installation plan for their AI product, following a security incident that raised concerns about user data safety [15] - Horizon Robotics is reportedly facing leadership changes with the departure of its chip development head, which could impact its competitive position in the market [17] - Alibaba is implementing an internal plan to provide employees with token allowances to encourage the use of AI tools in their work [20] - Dell announced a significant layoff plan affecting 11,000 employees, reflecting ongoing trends in the tech industry to reduce costs and optimize operations [37][38] - The global automotive industry has suffered over $35.4 billion in losses due to U.S. tariffs, with Toyota being the most affected company, facing an estimated cost of $9.1 billion [40][41]

Group 1 - The National Development and Reform Commission is organizing the application for approximately 100 major application scenario projects, which will be prioritized for funding support [4] - The Ministry of Finance will continue to implement a more proactive fiscal policy in 2026, focusing on seven key areas including supporting the construction of a strong domestic market and promoting green transformation [7] - The State-owned Assets Supervision and Administration Commission emphasizes the implementation of major projects and the promotion of AI initiatives to accelerate the digital transformation of state-owned enterprises [7] Group 2 - The A-share market experienced a pullback, with the ChiNext index dropping over 2%, particularly in the computing power sector [9] - The China Securities Regulatory Commission has approved a new batch of 15 hard technology-themed funds, which are expected to launch fundraising soon [9] - The Hong Kong Stock Exchange is rumored to limit IPOs for red-chip companies, but local investment bankers have dismissed these rumors as unfounded [9] Group 3 - The North American stock indices showed slight gains, with the Dow Jones up 0.1% and the S&P 500 up 0.25%, while the Nasdaq increased by 0.47% [20] - The European stock indices closed higher, with the German DAX rising by 0.71% and the UK FTSE 100 increasing by 0.83% [20] - The Korean Composite Index rose by 1.63%, while the Japanese Nikkei 225 index fell by 0.09% [20] Group 4 - The Ministry of Health and the National Health Commission announced a focus on improving the standard treatment rates for acute cerebrovascular diseases by 2026 [7] - The Beidou satellite navigation system is set to undergo in-orbit upgrades to enhance service quality, with 50 satellites currently operational [13] - The real estate market in major cities is showing signs of recovery, with Shanghai's second-hand housing market expected to reach high transaction volumes [13]

Core Viewpoint - Samsung Electronics is gradually halting sales of its first tri-fold smartphone, the Galaxy Z TriFold, which has been on the market for only about three months, starting with the domestic market in South Korea and then moving to the U.S. market after clearing remaining inventory [2][8]. Group 1: Product Overview - The Galaxy Z TriFold was officially launched in December 2025, featuring a 6.5-inch screen when folded and approximately a 10-inch screen when unfolded [4]. - Since its launch, the Galaxy Z TriFold has frequently sold out and has even been resold at a premium on second-hand trading platforms [6]. - The product is positioned as a flagship to showcase Samsung's folding screen technology rather than targeting the mass market, with limited releases in select markets [7]. Group 2: Market Performance and Sales - In the Chinese market, the Galaxy Z TriFold has been quickly sold out during daily flash sales on platforms like Tmall and JD [7]. - As of March 17, 2023, the phone was priced starting at 19,999 yuan, with some listings on Pinduoduo exceeding 20,000 yuan [2]. Group 3: Industry Analysis - Analysts suggest that the discontinuation of the Galaxy Z TriFold may be due to high production costs, exacerbated by rising prices of core components like DRAM, NAND flash memory, and application processors [8]. - Citibank's recent report predicts that global shipments of foldable smartphones will reach 20.3 million units in 2025, with Huawei surpassing Samsung to become the market leader, primarily driven by growth in the Chinese market [8][10]. - IDC forecasts a 10% year-on-year growth in global foldable smartphone shipments in 2025, with the Chinese market expected to grow by 9.2%, reaching approximately 10.01 million units [10].

Samsung is winding down sales of its $2,899 Galaxy Z TriFold smartphone after roughly three months on the market https://t.co/DTNxhQsghx ...

Group 1 - The Galaxy S25 Edge, Samsung's first ultra-thin smartphone, has experienced lower sales compared to other models, leading the company to evaluate the future of this product line [1][2] - Samsung's COO, Won-Joon Choi, indicated that the company has not committed to launching another ultra-thin smartphone and is considering various options for future products [2][3] - The Galaxy Z TriFold, Samsung's first tri-fold smartphone priced at nearly $3000, has sold out quickly, but its high price and engineering complexity may limit its market appeal [2][3] Group 2 - Samsung plans to release a new version of the Galaxy Fold, which folds once instead of twice, this summer, and is considering a wider screen version of the Galaxy Z Fold at a lower price point [3] - The company aims to provide users with a variety of options and the best solutions, taking into account different consumer preferences for productivity and entertainment experiences [3]