Microsoft's market capitalization surpasses Apple to reclaim the top spot globally, fueled by strong earnings and AI investments. Apple's AI China version may be powered by Baidu's ERNIE Bot and Alibaba, expected to debut in iOS 18.6. Tesla's Model 3/Y localization rate exceeds 95% in China, but European sales are significantly down, facing market challenges. DoorDash to acquire Deliveroo for $3.9 billion, expanding its global footprint. Waymo expands Robotaxi factory capacity, plans to collaborate with Toyota to apply its technology to private cars. China's A-share AI sector shows strong performance, driven by policy support and technological advancements. OpenAI remains controlled by a non-profit entity, acquires AI programming assistant Windsurf, and acknowledges ChatGPT update errors. Apple may adjust its iPhone release strategy, develop its own chips, and appeal the App Store fee issue. Phytium releases its first self-developed laptop CPU, with performance reaching domestically leading levels. Musk's companies receive substantial government subsidies, Tesla faces challenges, and SpaceX establishes "Starbase." Text content has been updated on the "good night coffee GNC" official account.

微软受益于强劲财报和AI投资，市值超越苹果重回全球第一。 苹果AI国行版或由百度文心一言和阿里提供技术支持，预计在iOS 18.6中亮相。 特斯拉Model 3/Y国产化率超95%，但欧洲销量大幅下滑，面临市场挑战。 DoorDash将以39亿美元收购Deliveroo，扩大全球业务范围。 Waymo扩大Robotaxi工厂产能，计划与丰田合作，将技术应用于私家车。 A股人工智能板块表现亮眼，政策支持和技术发展是驱动因素。 OpenAI继续由非营利实体控制，收购AI编程助手Windsurf，并承认ChatGPT更新失误。 苹果或调整iPhone发布策略，自研芯片，并就App Store费用问题上诉。 飞腾发布首款自主研发笔记本电脑CPU，性能达到国内领先水平。 马斯克旗下公司获巨额政府补贴，特斯拉面临挑战，SpaceX成立“星城”。 文字内容已经更新到：《晚安咖啡GNC》 公众号

AI coding tool Cursor's parent company, Anysphere, valued at $9 billion, raises $900 million. Meta launches standalone AI app and increases capital expenditure, betting on open-source Llama model. U.S. export controls may cause Nvidia to lose $5.5 billion in revenue in 2025. Tesla sticks to pure vision solution, Xiaomi adjusts autonomous driving name, sales decline in Europe. DeepSeek explores and releases mathematical theorem proving model DeepSeek-Prover-V2, with 671 billion parameters. Kuaishou establishes Keling AI business unit, focusing on "image-to-video" large model. SpaceX's Starbase merges into a city, with Musk stating, "It's a real city now!" Huawei is building a chip production line in Shenzhen, attempting to produce its own 7nm chips and AI processors. Lei Jun steps down as executive director of Xiaomi Home, Xiaomi plans to massively enter the Japanese offline market. Nio's new ET5 exposed, personnel adjustments, over 19,000 new cars delivered in April. Text content has been updated to the "Good Night Coffee GNC" official account.

AI编码工具Cursor公司Anysphere估值达90亿美元，融资9亿美元。 Meta推出独立AI应用并增加资本支出，押注开源Llama模型。 美国出口管制或致英伟达2025年收入损失55亿美元。 特斯拉坚持纯视觉方案，小米调整智驾名称，销量欧洲下滑。 深度求索发布数学定理证明模型DeepSeek-Prover-V2，参数达6710亿。 快手成立可灵AI事业部，发力“图生视频”大模型。 SpaceX星际基地合并为城市，马斯克称“现在是一个真正的城市了！” 华为在深圳建芯片生产线，尝试自产7纳米芯片和AI处理器。 雷军卸任小米之家执行董事，小米计划大规模进军日本线下市场。 蔚来新款ET5曝光，人事调整，4月交付新车超1.9万辆。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Tensions rise between Microsoft and OpenAI, focusing on resource allocation and differences in AI philosophy, with Microsoft seeking to reduce its reliance. Tesla plans to release unsupervised FSD in June, emphasizing a vision-based technology approach to reduce the cost of intelligent driving. TSMC announces its 1.6nm process, expected to be in mass production by the end of 2026, with plans to launch a 1.4nm process in 2028. Temu stops direct shipments from China to the US, shifting to local warehousing and delivery to address changes in US trade policy. Starbase officially incorporated as a city, where SpaceX develops Starship and manages local community affairs. Apple may adjust its iPhone release strategy, staggering the release of Pro and standard versions, possibly delaying it until 2027. Deepin releases a fully domestically produced open-source HarmonyOS PC, and Huawei PCs will also adopt domestic solutions. Buffett announces he will step down as Berkshire CEO at the end of the year, with first-quarter profits declining, and criticizes US tariff policies. Japanese company Disco adopts a "Will" system for management, with solid financial performance, dominating the dicing tool market. Charging volume for new energy vehicles hits a new high during the "May Day" holiday, with many regions upgrading charging facilities to alleviate charging pressure. Text content has been updated to: Good Night Coffee GNC official account.

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