微软与OpenAI关系紧张，聚焦资源分配和AI理念分歧，微软寻求降低依赖。 特斯拉计划6月发布无监督FSD，并强调视觉技术路线，降低智能驾驶成本。 台积电公布1.6nm工艺，预计2026年底量产，并规划2028年推出1.4nm工艺。 Temu停止从中国直邮美国，转向本土仓储发货，应对美国贸易政策变化。 星际基地正式成立为城市，SpaceX在此研发星舰，并管理当地社区事务。 苹果或调整iPhone发布策略，Pro版与标准版错开发布，或推迟到2027年。 深开鸿发布全国产化开源鸿蒙PC，华为PC也将采用国产方案。 巴菲特宣布年底卸任伯克希尔CEO，一季度利润下滑，并批评美国关税政策。 日本迪思科公司采用“意志”系统管理，财务表现稳健，占据切割工具市场主导地位。 “五一”假期新能源汽车充电量创新高，多地升级充电设施，缓解充电压力。 文字内容已经更新到：《晚安咖啡GNC》 公众号

GTA 6 announced delay to May 2026, Take-Two's stock price declined, but long-term prospects remain optimistic. U.S. Department of Justice demands the breakup of Google's advertising business, Google opposes, hearings to be held in September. Apple partners with Anthropic to develop an AI coding platform, integrated into Xcode, currently in internal testing. Tesla's European sales plummet, with declines exceeding 50% in markets such as Germany and Sweden, resulting in a decrease in market share. OpenAI rolls back ChatGPT model, fixes over-flattering issues, and improves training techniques. Apple App Store rule update allows US developers to guide users to external payment methods. Samsung Galaxy S25 pre-installed with Gemini AI, Google pays a huge fee, but Gemini 2.5 Flash security regresses. Huawei's CM384 computing power solution attracts Nvidia's attention, aiming to break through the US chip blockade. Novo Nordisk's oral Wegovy accepted by the FDA, expected to become the first oral GLP-1 weight loss drug. Luckin Coffee changes chairman, Li Hui takes over, total net revenue increased by 41.2% year-on-year in the first quarter. Text content has been updated to: good night coffee GNC official account.

《GTA6》宣布延期至2026年5月，Take-Two股价下跌，但长期前景依然乐观。 美国司法部要求拆分谷歌广告业务，谷歌反对，听证会将于9月举行。 苹果与Anthropic合作开发AI编码平台，集成到Xcode，内部测试中。 特斯拉欧洲销量暴跌，德国、瑞典等市场跌幅超50%，市场份额下降。 OpenAI回滚ChatGPT模型，修复过度奉承问题，并改进训练技术。 苹果App Store规则更新，允许美国开发者引导用户使用外部支付方式。 三星Galaxy S25预装Gemini AI，谷歌支付巨额费用，但Gemini 2.5 Flash安全性倒退。 华为CM384算力方案引起黄仁勋关注，旨在突破美国芯片封锁。 诺和诺德口服Wegovy获FDA受理，有望成为首款口服GLP-1减肥药。 瑞幸咖啡更换董事长，黎辉接任，一季度总净收入同比增长41.2%。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple anticipates increased tariff costs; China remains a key market, iPhone production may shift to India. Google plans to collaborate with Apple to integrate Gemini AI technology into the new iPhone. Aurora officially launches commercial autonomous trucking service, already operating in Texas. Microsoft's stock price rises, regaining the top spot in global market capitalization; Azure cloud business is expected to see strong growth. Microsoft releases the Phi-4-Reasoning-Plus model and enables passwordless login. Google expands the AdSense network, placing ads in third-party AI chatbots. AI2 releases the small AI model Olmo 2 1B, outperforming models of similar size, but commercial use is not yet recommended. Zhipu AI initiates IPO plans, and Drip Technology has also applied for listing on the Hong Kong Stock Exchange. Fivetran acquires Census to build a fully managed data platform. Temu is suspected of removing goods directly shipped from China, possibly in response to tariff policy adjustments. General Motors and Hasbro are both affected by tariffs, lowering profit forecasts or shifting production. Text content has been updated to the "Good Night Coffee GNC" official account.

苹果预计关税成本增加，中国仍是主要市场，iPhone生产或转向印度。 谷歌计划与苹果合作，将Gemini AI技术整合到新款iPhone中。 Aurora正式推出商业无人驾驶卡车运输服务，已在德州运营。 微软股价上涨，重回全球市值第一，Azure云业务预计强劲增长。 微软发布Phi-4-Reasoning-Plus模型，并启用无密码登录。 谷歌扩展AdSense网络，将广告投放到第三方AI聊天机器人中。 Ai2发布小型AI模型Olmo 2 1B，性能超越同规模模型，但暂不建议商用。 智谱AI启动IPO计划，滴普科技也已申请在港交所上市。 Fivetran收购Census，打造完全托管的数据平台。 Temu疑似移除中国直发商品，或为应对关税政策调整。 通用汽车和孩之宝均受关税影响，下调盈利预期或转移生产。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Microsoft releases Phi-4 series open-source small models to facilitate AI deployment on edge devices and anticipates facing AI computing power limitations. Visa launches Visa Intelligent Commerce, opening up its payment network and partnering with AI companies to create AI shopping experiences. Tesla Chairman denies reports of searching for a successor to Musk; Head of Battery Architecture departs. Worldcoin project to introduce mobile device verification of human identity and launches iris-scanning Orb in the US. Progress in Epic Games' lawsuit against Apple; judge accuses Apple of defying antitrust injunction. Jensen Huang says Chinese AI is "not behind" the US; Nvidia plans to invest in US AI infrastructure. Meta releases standalone AI app; Zuckerberg emphasizes open-source AI model and explores commercialization. Xiaomi Auto's April deliveries exceed 28,000 units, accelerating store expansion; YU7 expected to launch in June. Kuaishou establishes Keling AI Business Unit, highlighting the strategic importance of visual large models; global users exceed 22 million. Ripple once sought to acquire Circle but was rejected, remains interested; Circle is proceeding with its IPO. Text content has been updated on the "Good Night Coffee GNC" official account.

微软发布Phi-4系列开源小模型，助力AI设备端部署，并预计面临AI算力限制。 Visa推出Visa Intelligent Commerce，开放支付网络，与AI企业合作打造AI购物体验。 特斯拉董事长否认寻找马斯克继任者报道，电池架构主管离职。 World项目将推移动设备验证人类身份，并在美推出虹膜扫描Orb。 Epic Games诉苹果案获进展，法官指控苹果违抗反垄断禁令。 黄仁勋称中国AI“不落后”于美国，英伟达计划投资美国AI基础设施。 Meta发布独立AI应用，扎克伯格强调开源AI模式，探索商业化。 小米汽车4月交付破2.8万台，加速门店扩张，YU7预计6月上市。 快手成立可灵AI事业部，突显视觉大模型战略地位，全球用户超2200万。 Ripple曾欲收购Circle遭拒，仍感兴趣，Circle正推进IPO。 文字内容已经更新到：《晚安咖啡GNC》 公众号

* Meta launches a standalone AI app to compete with ChatGPT, unveiled at LlamaCon with a Llama API boasting 18x faster performance, targeting consumer engagement with social and voice features. * Microsoft CEO Satya Nadella reveals 20-30% of the company’s code is AI-generated, with tools like GitHub Copilot driving growth, though AI struggles with languages like C++. * Toyota and Waymo partner to explore autonomous driving for personal vehicles, leveraging Waymo’s Robotaxi expertise and Toyota’s software innovation, aiming for safer mobility. * Deepfake advancements mimic realistic heartbeats, raising detection challenges; researchers suggest digital fingerprints to verify untampered content. * KPMG’s global AI study finds 44% of employees misuse AI, risking data security, while 53% claim AI-generated work as their own, highlighting governance gaps. * Microsoft-OpenAI tensions grow over compute resources and model access, with Microsoft acquiring Inflection’s team and building rival AI to reduce dependency. * Alibaba releases Qwen3, an open-source LLM with hybrid inference modes, supporting 119 languages and powering its Quark AI assistant. * Seres Group files for Hong Kong IPO to fund R&D and global expansion, reporting 305% revenue growth and 182.84% EV sales surge in 2024. * Duolingo shifts to an AI-first strategy, reducing contractor roles and integrating AI into content creation and operations, with 2024 revenue up 40.8%. * Super Micro Computer’s stock plunges after weak Q3 guidance, citing delayed sales and rising costs, impacting peers like NVIDIA and Dell. Text content has been updated on the "Good Night Coffee GNC" official account.

* Meta发布独立AI应用，直接对标ChatGPT，在LlamaCon大会上推出，Llama API宣称速度快18倍，聚焦消费者社交与语音交互功能。 * 微软CEO萨提亚·纳德拉透露，公司20-30%的代码由AI生成，GitHub Copilot等工具推动增长，但AI在C++等语言上表现欠佳。 * 丰田与Waymo合作探索自动驾驶个人车辆，结合Waymo的Robotaxi经验与丰田软件创新，目标提升交通安全。 * 深度伪造技术可模拟逼真心跳，增加检测难度；研究者建议采用数字指纹验证内容未被篡改。 * KPMG全球AI研究显示，44%的员工不当使用AI，泄露敏感数据，53%冒充AI生成内容为原创，凸显治理缺失。 * 微软与OpenAI关系紧张，涉及算力与模型访问分歧，微软收购Inflection团队并开发竞品AI以降低依赖。 * 阿里巴巴发布开源大模型Qwen3，支持119种语言，具备混合推理模式，为AI助手Quark提供支持。 * 赛力斯集团赴港IPO，计划募资用于研发与全球化，2024年营收增长305%，新能源车销量激增182.84%。 * 多邻国全面转向AI优先战略，减少承包商角色，AI融入内容创作等环节，2024年收入增长40.8%。 * 超微电脑因第三季度业绩低于预期股价暴跌，归因于销售延迟与成本上升，影响英伟达、戴尔等同行。 文字内容已经更新到：《晚安咖啡GNC》 公众号

OpenAI's ChatGPT search now includes shopping features, offering personalized recommendations and purchase links. Huawei is accelerating the R&D of Ascend 910D to challenge Nvidia's H100, and has begun delivering 910C chips. Alibaba released the Qwen3 open-source AI model series, enhancing multilingual capabilities and processing speed. Nvidia is facing H20 chip inventory backlog and challenges in the Chinese market due to export controls. The text content has been updated to the "Good Night Coffee GNC" official account on WeChat.

OpenAI的ChatGPT搜索加入购物功能，提供个性化推荐和购买链接。 华为加紧研发Ascend 910D，挑战英伟达H100，并开始交付910C芯片。 阿里发布Qwen3开源AI模型系列，提升多语言能力和处理速度。 英伟达受出口管制影响，面临H20芯片库存积压和中国市场挑战。 文字内容已经更新到：《晚安咖啡GNC》 公众号

China's open-source power is rising, with models represented by DeepSeek and Alibaba's Qwen reshaping the AI landscape. Akio Toyoda proposes a $42 billion acquisition of Toyota Industries to strengthen group business control. Li Auto open-sources Xinghuan OS, becoming the world's first automaker to fully open-source a vehicle-level operating system. iFlytek's revenue returns to double-digit growth, with AI investment entering a harvest period. Ant Fortune plans to acquire a controlling stake in Bright Smart Securities, optimistic about the combination of technology and wealth management. Percipient.ai receives over 100 million yuan investment from BYD, betting on the core technology of embodied intelligence. Elon Musk predicts robots will surpass human surgeons within five years, while Tsinghua develops miniature robots. Huawei is preparing to test the Ascend 910D, aiming to compete with Nvidia's high-end AI products. Driven by growing AI demand, the data center industry is transforming, and NIO is developing its own chips to reduce costs. Kimi partners with Caixin Media to provide professional financial information, launching a source quality badge. The text content has been updated to the "Good Night Coffee GNC" official account.