节目简介
来源：小宇宙
📋 今日要闻 · 2026-11-01
【AI 基础设施】
• 长鑫科技：基于 4F² 架构的第六代技术平台 DRAM 完成工程样片验证
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/599.htm
• 存储芯片短缺加剧之际，OpenAI 奥尔特曼赴韩与约 50 名三星高管会面
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/597.htm
【大模型】
• Apple 智能 11 月 4 日登陆中国，iPhone 15 Pro 起可用，部分功能接入千问，新版 Siri AI 缺席
小众软件 · 2026-10-31 · https://www.appinn.com/apple-intelligence-china-november-4-qwen/
• GPT-6“看不懂 3D”实锤，250道题只拿0.53分，Claude没及格
36氪 · 2026-10-30 · https://www.36kr.com/p/4048320092912129
【具身智能模型】
• 西湖大学成立世界模型研究中心，致力于突破核心瓶颈
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/611.htm
【智能驾驶】
• 小鹏集团总裁王凤英：2027 年起，部分城市将设立 MONA 独立门店
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/629.htm
• GOOD NEWS 🚖 Tesla has pushed @robotaxi hours to 6 AM to 2 AM. That’s 20 hours a
x-ming-tesla · 2026-10-30 · https://www.x.com/tslaming/status/2116107593437610174
• Until bar closing time now!
x-ashok · 2026-10-30 · https://www.x.com/aelluswamy/status/2116044544940904471
【机器人硬件】
• 无界动力与京东达成战略合作，机器人 K15 上岗七鲜咖啡
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/598.htm
【AI 消费硬件与脑机】
• 马斯克公布 Neuralink 脑机新产品进展：第二款产品“盲视”只待监管批准
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/630.htm
• Neuralink deep dive
x-elonmusk · 2026-10-31 · https://www.x.com/elonmusk/status/2116614579136635120
【AI Agent】
• DeepSeek 提出 Super-agent 架构设计：Router 与 Worker 双层架构，探索更自主的 Agent 系统
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/615.htm
• An AI Agent Injected Drugs Into a Live Mouse’s Brain
wired-ai · 2026-10-31 · https://www.wired.com/story/an-ai-agent-did-brain-surgery-on-live-mouse/
【💰 财经动态】
• 亚马逊 Amazon (AMZN) 2026 Q3 财报中文总结
知识库精读 · 2026-10-30 · https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/
• 微软 Microsoft (MSFT) FY2027 Q1 财报中文总结
知识库精读 · 2026-10-30 · https://xcn43uxn9onn.feishu.cn/wiki/T78Iwz6nsirSRekpFlpcNhwanac
• 谷歌 Alphabet 盘初跌超 13% 创其历史上最大单日跌幅
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/773.htm
• Wall Street's AI fears slash Google value by $500bn
bbc-tech · 2026-10-29 · https://www.bbc.co.uk/news/articles/cm9qzdqpxy48o?at_medium=RSS&at_campaign=rss
• Intel’s stock crashes, knocking $12B from government’s stake
techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/intels-stock-crashes-knocking-12b-from-governments-stake/
• 长鑫科技：已与多家头部客户协商长期供货协议
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/573.htm
• 晚点独家丨火山引擎重心全面转向商业化，MaaS 上半年毛利率超 55%
知识库精读 · 2026-10-31 · https://mp.weixin.qq.com/s/kcR38rx3cbBFX1HPLR5ZHQ
• OpenAI Funding Target Cut by $10 Billion as AI Slumps, FT Says
bloomberg-tech · 2026-10-31 · https://www.bloomberg.com/news/articles/2026-10-31/openai-funding-goal-cut-by-10-billion-as-ai-stocks-dip-ft-says
• Baseten to Raise Funding That Would Double Value to $30 Billion
bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/baseten-set-for-30-billion-valuation-with-new-funding
• Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest roun
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/wabi-the-ai-agent-that-builds-mini-apps-now-valued-at-1-25b-after-latest-round/
• OpenAI-backed Thrive Holdings acquires ADT
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/openai-backed-thrive-holdings-acquires-adt/
• Amazon’s AI Spending Spooks Investors
bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/videos/2026-10-30/amazon-s-ai-spending-spooks-investors-video
【AI 基础设施】
• 长鑫科技：基于 4F² 架构的第六代技术平台 DRAM 完成工程样片验证
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/599.htm
• 存储芯片短缺加剧之际，OpenAI 奥尔特曼赴韩与约 50 名三星高管会面
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/597.htm
【大模型】
• Apple 智能 11 月 4 日登陆中国，iPhone 15 Pro 起可用，部分功能接入千问，新版 Siri AI 缺席
小众软件 · 2026-10-31 · https://www.appinn.com/apple-intelligence-china-november-4-qwen/
• GPT-6“看不懂 3D”实锤，250道题只拿0.53分，Claude没及格
36氪 · 2026-10-30 · https://www.36kr.com/p/4048320092912129
【具身智能模型】
• 西湖大学成立世界模型研究中心，致力于突破核心瓶颈
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/611.htm
【智能驾驶】
• 小鹏集团总裁王凤英：2027 年起，部分城市将设立 MONA 独立门店
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/629.htm
• GOOD NEWS 🚖 Tesla has pushed @robotaxi hours to 6 AM to 2 AM. That’s 20 hours a
x-ming-tesla · 2026-10-30 · https://www.x.com/tslaming/status/2116107593437610174
• Until bar closing time now!
x-ashok · 2026-10-30 · https://www.x.com/aelluswamy/status/2116044544940904471
【机器人硬件】
• 无界动力与京东达成战略合作，机器人 K15 上岗七鲜咖啡
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/598.htm
【AI 消费硬件与脑机】
• 马斯克公布 Neuralink 脑机新产品进展：第二款产品“盲视”只待监管批准
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/630.htm
• Neuralink deep dive
x-elonmusk · 2026-10-31 · https://www.x.com/elonmusk/status/2116614579136635120
【AI Agent】
• DeepSeek 提出 Super-agent 架构设计：Router 与 Worker 双层架构，探索更自主的 Agent 系统
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/615.htm
• An AI Agent Injected Drugs Into a Live Mouse’s Brain
wired-ai · 2026-10-31 · https://www.wired.com/story/an-ai-agent-did-brain-surgery-on-live-mouse/
【💰 财经动态】
• 亚马逊 Amazon (AMZN) 2026 Q3 财报中文总结
知识库精读 · 2026-10-30 · https://ir.aboutamazon.com/news-release/news-release-details/2026/Amazon-com-Announces-Third-Quarter-Results/
• 微软 Microsoft (MSFT) FY2027 Q1 财报中文总结
知识库精读 · 2026-10-30 · https://xcn43uxn9onn.feishu.cn/wiki/T78Iwz6nsirSRekpFlpcNhwanac
• 谷歌 Alphabet 盘初跌超 13% 创其历史上最大单日跌幅
IT之家 · 2026-10-29 · https://www.ithome.com/1/019/773.htm
• Wall Street's AI fears slash Google value by $500bn
bbc-tech · 2026-10-29 · https://www.bbc.co.uk/news/articles/cm9qzdqpxy48o?at_medium=RSS&at_campaign=rss
• Intel’s stock crashes, knocking $12B from government’s stake
techcrunch-ai · 2026-10-30 · https://techcrunch.com/2026/10/30/intels-stock-crashes-knocking-12b-from-governments-stake/
• 长鑫科技：已与多家头部客户协商长期供货协议
IT之家 · 2026-10-31 · https://www.ithome.com/1/020/573.htm
• 晚点独家丨火山引擎重心全面转向商业化，MaaS 上半年毛利率超 55%
知识库精读 · 2026-10-31 · https://mp.weixin.qq.com/s/kcR38rx3cbBFX1HPLR5ZHQ
• OpenAI Funding Target Cut by $10 Billion as AI Slumps, FT Says
bloomberg-tech · 2026-10-31 · https://www.bloomberg.com/news/articles/2026-10-31/openai-funding-goal-cut-by-10-billion-as-ai-stocks-dip-ft-says
• Baseten to Raise Funding That Would Double Value to $30 Billion
bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/articles/2026-10-30/baseten-set-for-30-billion-valuation-with-new-funding
• Wabi, the AI agent that builds mini apps, now valued at $1.25B after latest roun
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/wabi-the-ai-agent-that-builds-mini-apps-now-valued-at-1-25b-after-latest-round/
• OpenAI-backed Thrive Holdings acquires ADT
techcrunch-ai · 2026-10-29 · https://techcrunch.com/2026/10/29/openai-backed-thrive-holdings-acquires-adt/
• Amazon’s AI Spending Spooks Investors
bloomberg-tech · 2026-10-30 · https://www.bloomberg.com/news/videos/2026-10-30/amazon-s-ai-spending-spooks-investors-video