Jensen Huang steals the show at CES with Rubin; 2026 XPeng P7+ ready for pilot build in Europe | Daily News Recap

0106 ｜Dolphin Research Focus

🐬 Stocks

1.$XPENG-W(09868.HK)

XPeng said the 2026 P7+ completed trial assembly at its Graz, Austria plant, with China–Austria teams now co-driving follow-on R&D and production. The model will launch in China on Jan. 8 and in Europe on Jan. 9.It offers BEV and range-extended versions, with design tuned to EU regs and a 2,250 TOPS ADAS stack. The REx variant delivers up to 1,550 km combined range, balancing performance and practicality.

2.$Microsoft(MSFT.US)

Microsoft announced the acquisition of AI data engineering platform Osmos; terms were not disclosed. Osmos provides AI-driven data ingestion and cleaning for unstructured data, addressing legacy ETL inefficiencies, and will be integrated into Microsoft Fabric and Azure, with the team joining the Cloud & AI group.The deal neatly fills Microsoft's data engineering gap, strengthening the AI-era data–model flywheel and sharpening competition vs. Snowflake.

3.$NVIDIA(NVDA.US)

At CES 2026, Jensen Huang announced full-scale production of Nvidia's next-gen AI supercomputing platform Vera Rubin. The platform is a ground-up stack, integrating six core chips, boosting AI inference throughput by 5x vs. prior gen, and using a shared memory pool to ease long-context bottlenecks while improving efficiency and security.Vera Rubin's ramp shifts Nvidia from chip supplier to full-stack AI infra definer, resetting compute standards. Performance gains and cost optimization should speed model commercialization, but high capex may deepen compute moats; watch customer deployments and ecosystem fit.

🐬 Top-Gaining Sectors

A-shares: Precious metals & minerals; financial exchanges & data; multi-line insurance.

HK: Office services & supplies; investment banking & brokerage; computer & electronics retailers.

U.S.: Seaport operators; oil & gas refining & marketing; aluminum.

🐬 Watch for Tomorrow

1. China FX reserves.

2. U.S. ADP employment, ISM Services PMI, U.S. factory orders MoM.

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