特朗普政府暂缓对中国出口英伟达H20芯片的限制。 Wayve的L2级自动驾驶系统将于2027年起装载在日产汽车上。 星尘智能完成数亿元A轮及A+轮融资，加速AI机器人研发。 OpenAI反诉马斯克，指控其骚扰并试图恶意收购。 xAI推出Grok 3 API，提供企业级AI服务。 Base Power获2亿美元融资，扩张家庭电池业务。 马云现身阿里云园区，佩戴新工牌“风清扬”。 OpenAI发布o3-mini推理模型，DeepSeek推出R1模型。 零跑B10上市，激光雷达车型价格创新低。 光子计算获突破，Lightmatter和MIT开发新型光子芯片。 文字内容已经更新到：《晚安咖啡GNC》 公众号

a16z plans to raise a massive $20 billion fund to invest in growth-stage AI companies. Apple is considering shifting more iPhone production to India to circumvent the impact of US tariffs. Amazon's Zoox launches robotaxi testing in Los Angeles, expanding its autonomous driving testing range. Google releases Android security updates, patching two zero-day vulnerabilities already exploited by hackers. NVIDIA acquires AI startup Lepton AI, solidifying its position in the AI field. A Stanford report shows that China is rapidly closing the gap with the US in AI model development. Baidu's Robin Li will deliver his first personal speech in 25 years, showcasing the latest AI advancements. Meta expands safety protections for teen accounts and improves Instagram's search functionality. Musk clashes with a former Trump advisor, Tesla's stock price continues to fall, and sales decline.

a16z计划筹集200亿美元巨额基金，投资处于增长阶段的人工智能公司。 苹果考虑将更多iPhone生产转移至印度，以规避美国关税影响。 亚马逊Zoox在洛杉矶启动robotaxi测试，扩大自动驾驶测试范围。 谷歌发布安卓安全更新，修复两个已被黑客利用的零日漏洞。 NVIDIA收购人工智能初创公司Lepton AI，巩固其在AI领域的地位。 斯坦福报告显示，中国在AI模型开发上迅速缩小与美国的差距。 百度李彦宏将发表25年来首次个人演讲，展示AI最新进展。 Meta扩展青少年账户安全保护措施，并改进Instagram搜索功能。 马斯克与前特朗普顾问互怼，特斯拉股价连续下跌，销售额下滑。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI is reportedly acquiring Io Products, Altman and Ive's AI hardware company, for over $500 million. Google is paying AI talent to stay unemployed to prevent them from joining competitors, in an effort to retain them. TSMC has begun mass production of 2nm chips, with improvements in both performance and power consumption. Meta denies allegations of benchmark cheating with Llama 4, stating that early issues stemmed from deployment optimization. Apple may launch a 20th-anniversary edition iPhone in 2027, with potentially significant design changes. Tesla's VP of Software Engineering has resigned, and a former executive has founded an energy startup. Shares of companies related to China Electronics Corporation (CEC) are experiencing unusual activity, as state-owned enterprises increase holdings and buybacks to boost market confidence. Shopify is requiring all employees to use AI applications as a fundamental requirement to improve productivity. Text content has been updated on the "Good Night Coffee GNC" public account.

OpenAI或以超5亿美元收购Altman和Ive的AI硬件公司Io Products。 谷歌为留住AI人才，支付薪酬让其待业，防止加入竞争对手。 台积电已量产2纳米芯片，性能功耗均有提升。 Meta否认Llama 4基准测试舞弊指控，称早期问题源于部署优化。 苹果或在2027年推出20周年纪念版iPhone，设计或有重大变革。 特斯拉软件工程副总裁离职，前高管创立能源初创公司。 中电系概念股异动，央企加大增持回购力度提振市场信心。 Shopify要求全体员工将AI应用作为基本要求，提高生产力。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Trump's tariff policies spark tech industry panic, potentially stifling the US GPU supply chain, Nvidia's stock price plummets. Alibaba International launches massive campus recruitment, with AI positions accounting for up to 80%, introducing the "Bravo 102" talent development program. Meta unveils the open-source AI model Llama 4 series, natively supporting multi-modality, aimed at enhancing Meta AI applications. OpenAI may acquire Io Products, expanding into the personal smart device market, and testing ChatGPT image watermarking technology. The humanoid robot market is entering a period of rapid development, with mass production expected in 2025, and Tesla planning to produce 10,000 units per month in 2026. Tesla tests FSD supervised version in Europe, Navarro accuses Musk of opposing tariffs, and launches the new Model Y. The memory chip market sees new developments, with Samsung planning to raise DRAM and NAND flash memory product prices by 3% to 5%. Rumors circulate that GlobalFoundries is in talks to merge with UMC, potentially creating an alternative to TSMC, with Taiwanese industry insiders concerned about "Americanization." Black Sesame Technologies' revenue grows in 2024, but "profitability" includes special factors, and it remains in the red after excluding non-recurring gains. Google freely offers Gemini 2.5 Pro's Canvas feature, subtly mocking OpenAI's insufficient computing power. Text content has been updated to: *good night coffee* GNC Official Account

特朗普关税政策引发科技行业恐慌，或扼杀美国GPU供应链，英伟达股价暴跌。 阿里国际启动大规模校招，AI岗位占比高达80%，推出“Bravo 102”人才培养计划。 Meta推出开源AI模型Llama 4系列，原生支持多模态，旨在增强Meta AI应用。 OpenAI或收购Io Products，扩展个人智能设备市场，并测试ChatGPT图像水印技术。 人形机器人市场迎来快速发展期，预计2025年量产，特斯拉计划2026年每月量产1万台。 特斯拉欧洲测试FSD监督版，纳瓦罗指责马斯克反对关税，并推出新款Model Y。 存储芯片市场迎来新动向，三星计划上调DRAM和NAND闪存产品价格3%至5%。 传格罗方德与联华电子洽谈合并，或打造台积电替代选择，台湾业界担忧“泛美化”。 黑芝麻智能2024年营收增长，但“盈利”包含特殊因素，剔除非经常性收益仍亏损。 谷歌免费开放Gemini 2.5 Pro的Canvas功能，暗讽OpenAI算力不足。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta releases Llama 4 series AI models, outperforming GPT-4o, and open-sources some models. Xiaomi Group's credit rating upgraded to "BBB" by S&P with a "stable" outlook, benefiting from consumer electronics and electric vehicles. Alibaba Cloud's Tongyi Qianwen Qwen2.5-Omni tops the Hugging Face multimodal large model leaderboard. Trump administration's tariff policies trigger stock market plunge, tech companies worry about increased costs. Japan's Rapidus in talks with Apple and Google for cooperation, planning mass production of 2nm chips in 2027. DeepModeling collaborates with Tsinghua University to enhance LLM inference capabilities, open-sourcing the GRM model. Foxconn's Q1 revenue hits a record high, benefiting from AI product demand, but stock price declines. Dongfeng Motor's self-developed automotive-grade MCU chip DF30 completes verification and will be mass-produced next year. SandboxAQ secures $150 million in funding from Google, Nvidia, etc., bringing total funding to over $950 million, for quantum AI R&D. Text content has been updated to: Good Night Coffee GNC Official Account

Meta发布Llama 4系列AI模型，性能超越GPT-4o，并开源部分模型。 小米集团信用评级获标普上调至“BBB”，展望“稳定”，受益于消费电子和电动汽车。 阿里云通义千问Qwen2.5-Omni登顶Hugging Face全模态大模型榜单。 特朗普政府关税政策引发股市暴跌，科技公司担忧成本增加。 日本Rapidus与苹果谷歌洽谈合作，计划2027年量产2纳米芯片。 深势科技与清华合作，提升LLM推理能力，开源GRM模型。 富士康Q1营收创新高，受益于AI产品需求，但股价下跌。 东风汽车自主研发车规级MCU芯片DF30完成验证，明年量产。 SandboxAQ获谷歌、英伟达等1.5亿美元融资，总融资超9.5亿美元，用于量子AI研发。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI delays GPT-5 launch, opting for o3 and o4-mini models soon, facing copyright lawsuits and competition from Google and others. Tesla’s stock drops 50% this year, with Model Y price cuts to counter rivalry; Polestar and Kia offer discounts targeting Tesla owners. TikTok’s U.S. asset sale deadline extends to June 18, with Amazon, AppLovin, and Oracle vying for it, as the White House proposes “TikTok America.” Microsoft’s Copilot adds Vision features to mobile and Windows, while GitHub Copilot introduces a Pro+ plan with GPT-4.5 support. Musk’s lawsuit against OpenAI is set for a spring 2026 trial, as OpenAI hits a $300 billion valuation and plans more open AI models. BYD unifies its five sub-brands into one app, now in public beta with vehicle management and community features. U.S. tech giants lose $1.5 trillion in market value over two days, with Apple shedding over $410 billion amid trade war and AI bubble fears. DuPont China faces an antitrust probe in China, causing an 11%+ stock drop, with plans to spin off its electronics unit by November 2025. Text content has been updated to: good night coffee GNC Official Account

OpenAI推迟GPT-5发布，转推o3和o4-mini模型，面临版权诉讼和谷歌等竞争压力。 特斯拉股价年内跌50%，Model Y降价应对竞争，Polestar和起亚推出针对特斯拉车主的优惠。 TikTok美国资产出售期限延至6月18日，亚马逊、AppLovin和甲骨文竞购，白宫拟建“TikTok America”。 微软Copilot新增Vision功能并扩展至移动端，GitHub Copilot推出Pro+计划支持GPT-4.5。 马斯克诉OpenAI案定于2026年春审，OpenAI估值达3000亿美元并计划更开放AI模型。 比亚迪整合五大子品牌至统一APP，公测中提供车辆管理和社区功能。 美股科技巨头两日市值蒸发1.5万亿美元，苹果损失超4100亿美元，市场担忧贸易战和AI泡沫。 杜邦中国涉嫌违反反垄断法被调查，股价跌超11%，计划2025年分拆电子业务。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI leads a $43 million Series A investment in cybersecurity firm Adaptive Security and offers ChatGPT Plus free to North American college students. Apple’s stock drops 9% due to Trump’s new tariff policy, wiping out over $311 billion in market value, with plans to invest $500 billion in the U.S. to mitigate impacts. Google enhances AI travel features, releases the Gemini 2.5 Pro model, and DeepMind’s Dreamer autonomously learns to mine diamonds in Minecraft. Intel and TSMC plan a joint venture to operate a U.S. chip factory, with TSMC holding a 20% stake to ease Intel’s financial woes. Huawei’s former autonomous driving head Su Jing says the technology faces huge challenges, while Yu Chengdong shifts focus to terminals as Yinwang takes over the car BU. U.S. tech giants lose over $1 trillion in market value due to tariff policies, with the Nasdaq recording its largest single-day drop in five years. Lalamove files for its fifth Hong Kong IPO attempt, reporting 2024 revenue of $1.593 billion and a 27% profit increase. Runway AI secures $308 million in funding, valuing it over $3 billion, and partners with Lionsgate to develop AI video models. Nintendo Switch 2, powered by a custom NVIDIA processor, launches in June with 4K ray tracing and a 120Hz refresh rate. Text content has been updated on the WeChat official account: 《good night coffee GNC》