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Real-time News
Kioxia Holdings shares rose 5.1% in Tokyo.On January 21st, Huatai Securities issued a research report stating that on January 13th, 2026, the US House of Representatives reviewed the "Self-Driving Act of 2026," proposing to raise the FMVSS exemption cap from 2,500 vehicles to 90,000 vehicles and establish federal priority. This rare bipartisan consensus is expected to break the nearly decade-long legislative deadlock. Meanwhile, Waymos weekly orders have reached 450,000, and Tesla Cybercab is expected to enter mass production in April, indicating that the commercialization of Robotaxi in the US is entering a period of large-scale expansion. Huatai Securities believes that 2026 is a crucial year for the global industrialization of Level 4 autonomous driving. The clarification of the US federal legislative framework, coupled with the implementation of Level 3 pilot programs and the accelerated commercialization of Level 4 in China, suggests focusing on core targets in the autonomous driving industry chain.The status page indicates a malfunction, with some users of the Apple (AAPL.O) App Store, Apple TV, and iTunes Store experiencing service outages.On January 21st, according to foreign media reports, soybean oil futures on the Chicago Board of Trade (CBOT) closed slightly lower on Tuesday, with the benchmark contract down 0.1%, mainly due to the unlocking of oil-meal arbitrage opportunities. The most actively traded March contract traded between 52.41 cents and 53.19 cents. Traders said the unlocking of arbitrage opportunities involving buying soybean oil and selling soybean meal put downward pressure on soybean oil prices. However, the upcoming clarification of US biofuel policy and optimistic market sentiment, coupled with rising international crude oil futures and Malaysian palm oil prices, limited the downside potential for soybean oil prices.Integrated Circuits (Chips): 1. Samsung Electronics and SK Hynix are expected to reduce NAND flash memory production this year. 2. TSMC is increasing investment in advanced packaging, as Apples A20 chip may adopt WMCM technology. 3. Gree Electric Appliances automotive silicon carbide chips will enter mass production; Dong Mingzhu stated that half of the chips will be supplied to GAC Group in the future. Artificial Intelligence: 1. Musk: Dont let your loved ones use ChatGPT. 2. ServiceNow and OpenAI have reached a three-year cooperation agreement. 3. Nvidia invests $150 million in AI inference startup Baseten. 4. Japans Finance Minister: Plans to invest over $330 billion in AI and chip sectors. 5. ByteDance has reportedly rapidly expanded the scale of its enterprise cloud product, Volcano Engine, in recent months. 6. Dark Side of the Moon is expected to release a significant model technology update soon, possibly the K2-VL multimodal large model that has attracted much attention. 7. The X Engineering team stated that it has open-sourced the new X algorithm, which uses the same Transformer architecture as the Grok model. 8. Anthropic CEO: AI development could lead to a 10% unemployment rate in the future, and the government must take action. Other: 1. Netflix changed its acquisition strategy to an all-cash deal for Warner Bros. Discovery, aiming to suppress Paramounts bidding. 2. Shanghai: Starting February 1st, micro, light, and small drones no longer need to declare their flight in suitable airspace. 3. Paris court ruled that Apple can retain AT&Ts (App Tracking Transparency Framework) functionality. 4. Ministry of Finance: Expanding the scope of loan support for equipment upgrades to include aviation equipment, artificial intelligence, and other fields. 5. CrowdStrike announced the launch of new regional clouds in Saudi Arabia, India, and the UAE to expand secure data sovereignty.
