节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-05
【AI 基础设施】
• 马斯克开始头大了：得州变天，AI 数据中心撞上"地方否决权"
知识库精读 · 2026-11-04 · https://xhslink.cn/o/289k3P9Xlqj
• Ming+马斯克 SpaceX 动态 · 2026-11-04
知识库精读 · 2026-11-04 · https://x.com/SemiAnalysis_/status/2117720668145852429
【大模型】
• OpenAI用GPT-6 Astra做了一个可对话的Codex宠物
36氪 · 2026-11-04 · https://www.36kr.com/p/4055026862774150
• 华为小艺 Work 率先上线 openPangu-2.1-Pro 模型，主打“鸿蒙任务增强”
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/472.htm
• 连续 2 小时 40 分钟纯代码生成 66 秒动画，Anthropic 新旗舰 Fable 5.5 实测曝光
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/468.htm
• Daybreak Red is now available in AWS GovCloud (US-East)
OpenAI Blog · 2026-11-04 · https://openai.com/index/daybreak-red-aws-govcloud
【具身智能模型】
• 魔芯科技发布基于华为昇腾原生的 4D 世界模型 MoWorld 2.0，场景可互动、编辑、调用
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/424.htm
【智能驾驶】
• Tesla accused of selling FSD to Korean owners who can’t legally use it
electrek · 2026-11-04 · https://electrek.co/2026/11/04/tesla-fsd-south-korea-consumer-group-complaint-kftc/
• 蔚来李斌：现在出货量最多的具身智能体就是智能电动汽车
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/423.htm
【机器人硬件】
• Xiaomi’s humanoid robots work a full 8-hour shift in its EV factory
electrek · 2026-11-04 · https://electrek.co/2026/11/04/xiaomi-humanoid-robot-8-hour-shift-ev-factory/
【AI 消费硬件与脑机】
• Nothing teases a screen-free AI device ahead of launch next month
theverge · 2026-11-04 · https://www.theverge.com/ai-artificial-intelligence/1026586/nothing-screen-free-ai-device-carl-pei
• Apple restricts dating apps and AI companions to users 18 and up
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/apple-restricts-dating-apps-and-ai-companions-to-users-18-and-up/
【AI Agent】
• 普林斯顿CS女学霸，突然告别Anthropic，一手带火Claude Code
36氪 · 2026-11-04 · https://www.36kr.com/p/4055331476526214
• 字节扣子、腾讯元器接连下线：大厂AI产品洗牌清退潮
36氪 · 2026-11-04 · https://www.36kr.com/p/4055286987838595
• 提速抗癌药物研发：谷歌 Antigravity 上线“AI 炼丹师”，1 小时筛完数千种化合物
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/858.htm
【💰 财经动态】
• 格罗方德 2026 财年第三财季归母亏损 2.7 亿美元，同比下降 208%
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/413.htm
• 最高 50 亿元将创科创板纪录，长鑫科技董事长朱一明提议增加回购股份金
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/378.htm
• AMD Sales Forecast Tops Estimates on Soaring AI Chip Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/amd-sales-forecast-tops-estimates-on-soaring-ai-chip-demand
• Super Micro Outlook Tops Estimates on AI-Fueled Server Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/super-micro-gives-outlook-that-tops-estimates-on-server-demand
• Arm Forecast Meets Estimates After Data Center Push Pays Off
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/arm-forecast-meets-estimates-after-data-center-push-pays-off
• Apple's Upbeat Outlook Overshadowed by Margin Squeeze
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/videos/2026-11-03/apple-s-upbeat-outlook-overshadowed-by-margin-squeeze-video
• Apple Cuts Internal AI Usage Budgets in Move to Reduce Spending
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/apple-cuts-internal-ai-usage-budgets-in-move-to-reduce-spending
• OpenAI to acquire Pierre Computer Company, Inc.
OpenAI Blog · 2026-11-04 · https://openai.com/index/openai-to-acquire-pierre
• Meta acquires AI coding startup Conductor
techcrunch-ai · 2026-11-04 · https://techcrunch.com/2026/11/04/meta-acquires-ai-coding-startup-conductor/
• Trajectory raises $45M to make AI model training accessible to nontechnical expe
techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/trajectory-raises-45m-to-make-ai-model-training-accessible-to-nontechnical-experts/
• 从AI医生到AI医院，紫荆智康如何打开医疗AI的商业空间？
36氪 · 2026-11-04 · https://www.36kr.com/p/4055314545890434
• 国内光模块头部厂商光迅科技发布澄清公告：否认物料短缺、生产停工相关传闻
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/844.htm
【AI 基础设施】
• 马斯克开始头大了：得州变天，AI 数据中心撞上"地方否决权"
知识库精读 · 2026-11-04 · https://xhslink.cn/o/289k3P9Xlqj
• Ming+马斯克 SpaceX 动态 · 2026-11-04
知识库精读 · 2026-11-04 · https://x.com/SemiAnalysis_/status/2117720668145852429
【大模型】
• OpenAI用GPT-6 Astra做了一个可对话的Codex宠物
36氪 · 2026-11-04 · https://www.36kr.com/p/4055026862774150
• 华为小艺 Work 率先上线 openPangu-2.1-Pro 模型，主打“鸿蒙任务增强”
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/472.htm
• 连续 2 小时 40 分钟纯代码生成 66 秒动画，Anthropic 新旗舰 Fable 5.5 实测曝光
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/468.htm
• Daybreak Red is now available in AWS GovCloud (US-East)
OpenAI Blog · 2026-11-04 · https://openai.com/index/daybreak-red-aws-govcloud
【具身智能模型】
• 魔芯科技发布基于华为昇腾原生的 4D 世界模型 MoWorld 2.0，场景可互动、编辑、调用
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/424.htm
【智能驾驶】
• Tesla accused of selling FSD to Korean owners who can’t legally use it
electrek · 2026-11-04 · https://electrek.co/2026/11/04/tesla-fsd-south-korea-consumer-group-complaint-kftc/
• 蔚来李斌：现在出货量最多的具身智能体就是智能电动汽车
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/423.htm
【机器人硬件】
• Xiaomi’s humanoid robots work a full 8-hour shift in its EV factory
electrek · 2026-11-04 · https://electrek.co/2026/11/04/xiaomi-humanoid-robot-8-hour-shift-ev-factory/
【AI 消费硬件与脑机】
• Nothing teases a screen-free AI device ahead of launch next month
theverge · 2026-11-04 · https://www.theverge.com/ai-artificial-intelligence/1026586/nothing-screen-free-ai-device-carl-pei
• Apple restricts dating apps and AI companions to users 18 and up
techcrunch-ai · 2026-11-03 · https://techcrunch.com/2026/11/03/apple-restricts-dating-apps-and-ai-companions-to-users-18-and-up/
【AI Agent】
• 普林斯顿CS女学霸，突然告别Anthropic，一手带火Claude Code
36氪 · 2026-11-04 · https://www.36kr.com/p/4055331476526214
• 字节扣子、腾讯元器接连下线：大厂AI产品洗牌清退潮
36氪 · 2026-11-04 · https://www.36kr.com/p/4055286987838595
• 提速抗癌药物研发：谷歌 Antigravity 上线“AI 炼丹师”，1 小时筛完数千种化合物
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/858.htm
【💰 财经动态】
• 格罗方德 2026 财年第三财季归母亏损 2.7 亿美元，同比下降 208%
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/413.htm
• 最高 50 亿元将创科创板纪录，长鑫科技董事长朱一明提议增加回购股份金
IT之家 · 2026-11-04 · https://www.ithome.com/1/022/378.htm
• AMD Sales Forecast Tops Estimates on Soaring AI Chip Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/amd-sales-forecast-tops-estimates-on-soaring-ai-chip-demand
• Super Micro Outlook Tops Estimates on AI-Fueled Server Demand
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/articles/2026-11-03/super-micro-gives-outlook-that-tops-estimates-on-server-demand
• Arm Forecast Meets Estimates After Data Center Push Pays Off
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/arm-forecast-meets-estimates-after-data-center-push-pays-off
• Apple's Upbeat Outlook Overshadowed by Margin Squeeze
bloomberg-tech · 2026-11-03 · https://www.bloomberg.com/news/videos/2026-11-03/apple-s-upbeat-outlook-overshadowed-by-margin-squeeze-video
• Apple Cuts Internal AI Usage Budgets in Move to Reduce Spending
bloomberg-tech · 2026-11-04 · https://www.bloomberg.com/news/articles/2026-11-04/apple-cuts-internal-ai-usage-budgets-in-move-to-reduce-spending
• OpenAI to acquire Pierre Computer Company, Inc.
OpenAI Blog · 2026-11-04 · https://openai.com/index/openai-to-acquire-pierre
• Meta acquires AI coding startup Conductor
techcrunch-ai · 2026-11-04 · https://techcrunch.com/2026/11/04/meta-acquires-ai-coding-startup-conductor/
• Trajectory raises $45M to make AI model training accessible to nontechnical expe
techcrunch-ai · 2026-11-02 · https://techcrunch.com/2026/11/02/trajectory-raises-45m-to-make-ai-model-training-accessible-to-nontechnical-experts/
• 从AI医生到AI医院，紫荆智康如何打开医疗AI的商业空间？
36氪 · 2026-11-04 · https://www.36kr.com/p/4055314545890434
• 国内光模块头部厂商光迅科技发布澄清公告：否认物料短缺、生产停工相关传闻
IT之家 · 2026-11-03 · https://www.ithome.com/1/021/844.htm