Global Tech Blitz: Nvidia Invests in Synopsys, Apple AI Shakeup, Alibaba Updates AI Model | Today's Important News Recap

1202 ｜Dolphin Research Focus:

🐬 Macro/Industry

1. DeepSeek simultaneously launched two official versions of AI models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale. The former's inference capability is close to GPT-5, and its tool usage reaches the top level of open-source models; the latter has won four international competition gold medals, specializing in complex tasks. The models introduce the DSA sparse attention mechanism, significantly reducing inference costs. The dual-model strategy accurately covers different needs, and the technological breakthrough narrows the gap between open-source and closed-source models, providing developers and enterprises with cost-effective options, driving the industry from a "parameter race" to a "capability race".

🐬 Individual Stocks

1.$Amazon(AMZN.US)

Amazon's annual cloud computing event, AWS re:Invent, opened in Las Vegas on December 1st, Eastern Time. The conference will last until the 5th, with a series of AI applications and collaborations announced on the first day. However, the highlight of this conference is the upcoming CEO keynote speech. The market expects updates on the new generation Nova multimodal AI model and Trainium 3 chip, while the dynamics of AWS's cooperation with OpenAI and Anthropic are also highly anticipated.

2.$Apple(AAPL.US)

Apple announced that John Giannandrea, Senior Vice President of AI Strategy, will resign and retire in the spring of next year, serving as an advisor until then. The position will be taken over by Amar Subramanya, who worked at Google for 16 years and joined Microsoft six months ago. He will be responsible for Apple's foundational model and other core teams. Previously, Apple's progress in the AI field was lagging, with the improved version of Siri delayed until 2026.

3.$NVIDIA(NVDA.US)

NVIDIA announced a $2 billion investment in EDA giant Synopsys, becoming its seventh-largest shareholder. The two will jointly upgrade chip design solutions, with Synopsys's software tools integrating NVIDIA's GPU acceleration technology. This binding with Synopsys can further consolidate NVIDIA's ecosystem advantage in computing power, although the cooperation is not exclusive. After the announcement, both companies' stock prices rose.

4.$Alibaba(BABA.US)

Alibaba released an updated version of Qwen-Image, enhancing image editing consistency and multi-view transformation capabilities, supporting text editing, material replacement, and other functions. It has been integrated into the Qianwen APP, allowing users to use it for free unlimited times. This update not only strengthens Alibaba's advantage in the open-source visual model field but also lowers the user threshold through the Qianwen APP. It connects the "image creation - image editing - video creation" chain, meeting the daily creative needs of ordinary users and adapting to professional scenarios such as industrial design, further improving the application scenario loop of Alibaba's AI ecosystem.

5.$KUAISHOU-W(01024.HK)

Keling AI launched the "Keling O1" multimodal video large model, based on the MVL architecture, supporting the integration of multiple instructions in a single input box, solving the problem of subject feature drift, and adapting to the creation of 3-10 second short videos. The product accurately addresses the pain points of short video creation, with a low operation threshold that is attractive, but it needs to continuously break through in generation speed and creative diversity to cope with fierce market competition.

6.$Shopify (SHOP.US)

During the U.S. "Cyber Monday" shopping peak, e-commerce SaaS giant Shopify experienced a system failure lasting 5.5 hours, causing transaction interruptions for some merchants, and the company's stock price plummeted by more than 6% on the same day. The failure exposed the platform's technical operation and maintenance shortcomings, causing not only merchant revenue losses but also severely damaging credibility, sounding the alarm for emergency guarantees during traffic peak periods for global e-commerce platforms.

🐬 Leading Sectors

Shanghai and Shenzhen: Real estate services, forest products, computer and electronic product retailers;

Hong Kong stocks: Medical supplies, consumer electronics, office services and supplies;

U.S. stocks: Kitchen utensils, household appliances, footwear.

🐬 Focus for Tomorrow

1. U.S. President Trump will host a cabinet meeting at 11:30 AM Eastern Time (0:30 the next day Beijing Time) on Tuesday; and will make an announcement at 2:00 PM (3:00 AM the next day Beijing Time).

2. Marvell will release its financial report, and Dolphin Research will track and provide interpretation and analysis.

3. U.S. ADP employment numbers, U.S. import price index monthly rate, U.S. industrial production monthly rate, U.S. S&P Global Services PMI final value, U.S. ISM non-manufacturing PMI.

Risk Disclosure and Statement of this article: Dolphin Research Disclaimer and General Disclosure