Tesla (TSLA.US) has released footage on social platform X, demonstrating the humanoid robot Optimus's ability to run smoothly in a laboratory.

At the November shareholder meeting, the company stated that it has a production line in Fremont, with a goal to produce 1 million units of Optimus by the end of next year, with costs kept under US$20,000 per unit.

The company plans to set up a new production line in Texas with an annual capacity of up to 10 million units.
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While in negotiations to acquire Warner Bros Discovery (WBD.US)'s production studios and streaming media division, Netflix (NFLX.US) expects to lower streaming platform fees with a bundle including both Netflix and HBO Max, Reuters reported, citing sources.

Sources disclosed that Netflix aims to alleviate regulatory concerns that merging two major streaming platforms might reduce consumer choice and lift prices. However, the potential merger is unlikely to markedly expand market share, given that the vast majority of HBO Max users have also subscribed to Netflix.
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International market research agency, Omdia, recently released data for 3Q25 regarding mainland China's tablet market.

The tablet market continued to maintain strong momentum, with shipments growing 9% YoY to 8.8 million units, although there is a noticeable change in the leading brand landscape.

In 3Q25, Apple's iPad shipments fell sharply by 14% YoY to 2 million units, with its market share shrinking from 29% in the same period last year to 23%.

Lenovo topped the single-quarter growth chart with a 71% YoY increase, catching up Xiaomi's shipments at 900,000 units, and its market share rose from 6% to 10%.
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NVIDIA (NVDA.US) CFO Colette Kress, at the UBS Global Tech and AI Conference, negated claims that competitors are catching up with NVIDIA and emphasized that the AI economy is not in a bubble, foreign media reported.

She told analysts present at the conference that the economy is in the early stages of transitioning to the infrastructure needed for AI-driven data centers, reiterating the company's forecast of global AI infrastructure investment reaching US$3-4 trillion by 2030.
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According to the preliminary monthly data estimates released by the China Passenger Car Association (CPCA), passenger vehicle makers in China wholesaled 1.72 million new energy vehicles (NEVs) in November, up 20% YoY or 7% MoM.

The CPCA also estimates that a total of 13.78 million NEVs have been wholesaled YTD, a YoY increase of 29%.
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Given rising memory chip prices, the average selling price notched a historical high, market researcher IDC said in a report. It is expected that global smartphone shipments will sink by 0.9% next year.

However, overall shipments this year are expected to be strong, with a growth of 1.5% to 1.25 billion units. Among them, Apple (AAPL.US) shipments may hit a new high, rising 6.1% to 247 million units, thanks to the spike in demand for the iPhone 17 series.
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US bourse advanced on Tuesday, bolstered by the upswing of Bitcoin and techs. At close, the DJIA climbed 185 points or 0.4% to 47,474; the S&P 500 rose 16 points or 0.3% to 6,829, and the Nasdaq added 137 points or 0.6% to 23,413.

AI-related stocks also underpinned the market, with Oracle (ORCL.US) reversing the previous day's decrement but closing flat after digesting gains. Leading chipmaker Nvidia (NVDA.US) rose 0.9%.

Tesla (TSLA.US) posted a YoY hike of about 10% in sales of China-made EVs in November, marking the sharpest elevation in over a year, but the stock showed little change, inching down 0.2%.

Bitcoin shot up over 7% on Tuesday, busting above US$90,000, with Robinhood (HOOD.US) jumping up over 2%; and Bitcoin major holder Strategy (MSTR.US) rebounding by almost 6%.
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Amazon's (AMZN.US) subsidiary AWS cloud computing division announced on Tuesday that it will utilize NVIDIA's (NVDA.US) "NVLink Fusion" key technology in its next-generation AI computing chip named Trainium4.

Amazon's stock price once spiked over 2%, but the latest increase eased to less than 1%.

In addition, Amazon announced that it will launch new servers based on a chip called Trainium3.
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According to China's customs data compiled by the China Association of Automobile Manufacturers (CAAM), China's total automotive product import and export value reached USD25.31 billion in October 2025, up 1.7% MoM or 9.5% YoY.

Specifically, the import value dropped by 4.6% MoM or 17.5% YoY to USD3.68 billion, while the export value rose by 2.9% MoM or 15.9% YoY to USD 21.63 billion.
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Regarding ByteDance's Doubao AI smartphone assistant, Morgan Stanley said in its research report that this feature envisions a rich ecosystem, but its execution faces challenges.

The broker still views app-related stocks as the top picks for AI investment, reiterating an Overweight rating on TENCENT (00700.HK), BABA-W (09988.HK), and MEITU (01357.HK).

Yesterday, ByteDance released a demo video showcasing the new Doubao AI smartphone assistant, which has been integrated into a sample smartphone operating system from ZTE (00763.HK). While the video indicates that the Doubao assistant can read users' screens, access smartphone apps, and complete complex tasks, Morgan Stanley believes that its promotion will be challenging, as major smartphone OEMs and super apps are more inclined to develop their own AI assistants rather than rely on ByteDance.

The broker also believes that there will be substantial obstacles in OEM cooperation. The implementation of the Doubao assistant requires deep technical cooperation and commercial negotiations with different smartphone OEMs, given that it involves operating system-level modifications, redefines the value proposition of smartphones, and weakens the bargaining power of OEMs in the supply chain.

As for major smartphone OEMs (such as Apple, Huawei, and XIAOMI-W (01810.HK)), they have strong technical capabilities and are more likely to have their own AI assistants rather than cooperate with ByteDance, leaving very limited OEM cooperation options for ByteDance. Accordingly, it will be very hard to build the Doubao ecosystem in the Chinese market.
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