* 微软裁员聚焦AI，Xbox游戏部门受冲击 微软宣布裁员约9000人，占全球员工4%，涉及Xbox和销售团队，旨在精简运营、集中资源于AI开发；Xbox取消多个项目，关闭部分工作室，营收仍增长16%。 * 特斯拉销量或连降两年，能源存储业务成新亮点 特斯拉Q2交付38.4万辆，符合预期但增长乏力，中国6月销量打破8个月下滑趋势；马斯克争议和市场竞争加剧影响销量，能源存储业务收入超100亿美元。 * OpenAI澄清Robinhood“股权token”争议，Musk批评其结构 OpenAI声明Robinhood发行的“OpenAI tokens”非股权，未获认可；Robinhood称tokens为散户投资途径，Musk抨击OpenAI偏离非营利使命并提起诉讼。 * 字节跳动机器人量产超千台，瞄准具身智能 字节跳动轮式物流机器人量产超1000台，服务抖音电商和顺丰等；GR-2模型具备世界模型能力，团队扩充至150人，目标打造具身智能。 * Isomorphic Labs获6亿融资，AI制药获礼来诺华支持 诺奖得主领衔的Isomorphic Labs获6亿美元融资，推进AI药物设计；与礼来、诺华合作金额近30亿美元，其技术平台加速新药研发。 * Dizal肺癌药获FDA加速批准，市值达38.1亿美元 Dizal的肺癌靶向药ZEGFROVY获FDA批准，为EGFR突变唯一口服疗法；此前获优先审评，2023年已在中国获批，股价达8.30美元。 * MiniMax开源M1模型，长文本处理媲美谷歌Gemini MiniMax推出全球第二的开源混合架构模型M1，支持100万token输入，强化学习成本仅53.5万美元；Hailuo AI视频生成应用霸榜全球。 * 美国取消对中国EDA和乙烷出口限制，西门子恢复销售 美国撤销对EDA软件和乙烷的对华出口限制，西门子、新思科技恢复中国市场销售；中国商务部呼吁双方增进合作，推动经贸关系稳定发展。 * 荣耀Magic V5整合阿里AI智能体，优化手机体验 荣耀Magic V5搭载阿里通义千问高德、飞猪智能体，支持深度文档问答和行程规划；阿里首次将大模型与垂直场景Agent应用于智能手机。 * 哪吒汽车启动破产重整，微信鸿蒙版功能大升级 哪吒汽车母公司进入破产重整，招募投资人，累计销量超46万辆；微信鸿蒙版新增9大功能，安装量破700万，目标超越iOS体验。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Figma files for IPO, planning to raise $1.5 billion, with a 46% revenue increase in 2025 Q1. Musk's xAI raises $10 billion to expand AI infrastructure, intensifying competition with OpenAI. Apple considers partnering with Anthropic or OpenAI to enhance Siri's AI capabilities. Hewlett Packard Enterprise's $14 billion acquisition of Juniper Networks approved, divesting wireless business. Tesla management reshuffle: Musk takes over sales in Europe and the Americas, Zhu Xiaotong oversees global manufacturing. Baidu releases video generation model MuseSteamer and video product platform \"Hui Xiang.\" Neta Auto's affiliated company has another 2 billion yuan in equity frozen, pre-recruiting investors from the public. NIO's William Li says ET9 is equipped with a self-developed 5nm autonomous driving chip, outperforming Orin-X. Zhipu secures 1 billion yuan investment from Pudong Venture Capital and others, open-sourcing a new generation of visual language model. Meta denies rumors of poaching AI talent with high salaries; Zuckerberg says AI will write most of the software. Ambrook completes $26.1 million Series A funding round to expand its agricultural finance platform.

Figma提交IPO申请，计划募资15亿美元，2025Q1收入增长46%。 马斯克xAI融资100亿美元，扩展AI基础设施，加剧与OpenAI竞争。 苹果考虑与Anthropic或OpenAI合作，增强Siri的AI能力。 惠普企业140亿美元收购瞻博网络交易获批，剥离无线业务。 特斯拉管理层调整，马斯克接管欧美销售，朱晓彤负责全球制造。 百度发布视频生成模型MuseSteamer及视频产品平台“绘想”。 哪吒汽车关联公司20亿股权再被冻结，面向社会预招募投资人。 蔚来李斌称ET9搭载自研5nm智驾芯片，性能超Orin-X。 智谱获浦东创投等10亿元投资，开源新一代视觉语言模型。 Meta否认高薪挖AI人才传闻，扎克伯格称AI将编写大部分软件。 Ambrook完成2610万美元A轮融资，扩展农业金融平台。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Apple May Adopt Anthropic/OpenAI Models to Enhance Siri, Breaking with Self-Developed Tradition. Nvidia's Market Value Soars Driven by AI Demand, Approaching the $4 Trillion Mark. Musk's xAI Secures $10 Billion in Funding to Accelerate Grok Model and Infrastructure Development. Campfire Raises $35 Million in Series A Funding to Provide an AI-Native ERP Platform. Levelpath Secures $55 Million in Series B Funding to Expand its AI-Native Enterprise Procurement Platform. Meta Reorganizes AI Division, Establishes Superintelligence Labs Focused on Artificial General Intelligence. Tesla Completes First Fully Driverless Delivery, Model Y Autonomously Drives to Customer's Home. FaceAI Receives Investment from Kweichow Moutai, Continuing to Promote the Commercialization of Large Models. Huawei Qiankun Intelligent Driving Supports 500,000 Parking Lots, Achieving Parking Space-to-Parking Space Functionality. Leapmotor Achieves Record High Deliveries in June, Reaching 48,006 Units, a Year-on-Year Increase of Over 138%. Amazon CEO Says AI Will Reduce Corporate Employees, Continues to Recruit Robotics and AI Talent. Text content has been updated to: Good Night Coffee GNC Official Account

苹果或将采用Anthropic/OpenAI模型增强Siri，打破自研传统。 英伟达受AI需求驱动市值飙升，逼近4万亿美元大关。 马斯克xAI获100亿美元融资，加速Grok模型及基础设施建设。 Campfire获3500万美元A轮融资，提供AI原生ERP平台。 Levelpath获5500万美元B轮融资，扩展AI原生企业采购平台。 Meta重组AI部门，成立Superintelligence Labs专注通用人工智能。 特斯拉完成首次完全无人驾驶交付，Model Y自主行驶至客户家。 面壁智能获茅台投资，持续推动大模型商业化进程。 华为乾崑智驾支持50万个停车场，实现车位到车位功能。 零跑汽车6月交付创新高，达48006台，同比增长超138%。 亚马逊CEO称AI将减少企业员工，持续招聘机器人AI人才。 文字内容已经更新到：《晚安咖啡GNC》 公众号

英伟达高管纷纷减持股票，套现金额超过10亿美元，正值公司市值创新高。 OpenAI为应对Meta挖角，重新评估薪酬策略，并积极留住人才。 中国大陆通信芯片企业紫光展锐正式启动A股上市进程，估值715亿元。 Neuralink计划明年推出“Blindsight”产品，帮助失明人士恢复视力。 OpenAI扩展服务，为企业和政府提供定制AI模型和应用，最低消费千万美元。 华为开源盘古大模型，并发布云手机相关专利，推进昇腾生态战略。 谷歌AlphaEvolve项目在GPU内核优化方面超越人类，但AI编程的安全性引担忧。 Menlo Ventures计划募集15亿美元新基金，专注投资人工智能领域企业。 北京AI语音公司云知声在港交所上市，但开盘后股价下跌。 中国举办人形机器人足球赛，展示AI驱动的自主运行能力，并加大投资。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Nvidia executives are selling off shares, cashing out over $1 billion, coinciding with the company's market capitalization reaching new highs. OpenAI is reassessing its compensation strategy and actively working to retain talent in response to Meta's poaching efforts. Chinese mainland communication chip company Unisoc has officially launched its A-share IPO process, with a valuation of 71.5 billion yuan. Neuralink plans to launch its "Blindsight" product next year, aiming to help blind individuals regain their vision. OpenAI is expanding its services, offering customized AI models and applications to enterprises and governments, with a minimum spend of $10 million. Huawei has open-sourced its Pangu Model and released patents related to cloud phones, advancing its Ascend ecosystem strategy. Google's AlphaEvolve project has surpassed human capabilities in GPU kernel optimization, but concerns are raised about the safety of AI programming. Menlo Ventures plans to raise a new $1.5 billion fund, focusing on investing in companies in the field of artificial intelligence. Beijing-based AI voice company Unisound went public on the Hong Kong Stock Exchange, but its stock price fell after the opening. China hosted a humanoid robot soccer competition, showcasing AI-driven autonomous operation capabilities and increasing investment. Text content has been updated to the "Good Night Coffee GNC" WeChat official account.

Nvidia Executives Cash Out Over $1 Billion in Stock, Jensen Huang Still Holds Nearly 4% Stake. Meta Aggressively Expands AI Division, Zuckerberg Personally Recruits Top Talent from OpenAI. Tesla Achieves First Fully Autonomous Driving Delivery, Model Y Drives Automatically for 30 Minutes. Canada Orders Hikvision to Cease Operations in Canada Citing National Security Concerns. OpenAI Actively Developing GPT-5, Expected to Launch in Summer 2025, Enhancing Multimodal Processing Capabilities. Xiaomi YU7 Brake Pads Catch Fire During Track Testing, Official Response Awaits Detailed Explanation. Tesla Surpasses 70,000 Superchargers Globally, North American LFP Battery Factory Nears Completion. Hozon Auto Affiliated Company Sued, Adds Bankruptcy Case, Equity Pledged. Huawei Releases CloudMatrix AI Data Center Architecture, Single-Card Inference Throughput Increases Nearly 4 Times. Nordic Semiconductor to Acquire Cloud Platform Provider Memfault for $120 Million. Text content has been updated on the "Good Night Coffee GNC" Official Account.

英伟达高管套现超10亿美元股票，黄仁勋仍持股近4%。 Meta积极扩张AI部门，扎克伯格亲自挖角OpenAI顶尖人才。 特斯拉首次实现完全自动驾驶交付，Model Y自动行驶30分钟。 加拿大以国安为由，命令海康威视停止在加拿大运营。 OpenAI积极开发GPT-5，预计2025年夏季发布，提升多模态处理能力。 小米YU7赛道测试刹车片起火，官方回应原因待详细说明。 特斯拉全球超级充电桩突破7万根，北美磷酸铁锂工厂即将完工。 哪吒汽车关联公司被起诉，新增破产案件，股权遭质押。 华为发布CloudMatrix AI数据中心架构，单卡推理吞吐量提升近4倍。 Nordic Semiconductor将以1.2亿美元收购云平台供应商Memfault。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta invests heavily in AGI, poaching OpenAI talent, expanding computing power, and betting on a super-intelligent future. Tesla completes its first fully autonomous driving delivery of Model Y, Robotaxi internal testing begins, and Lei Jun gives it a thumbs up. Germany bans DeepSeek from Apple and Google stores due to data transfer to China and privacy concerns. Google attempts to solve a 200-year-old math problem, partners with Highmark to improve healthcare, OpenAI rents Google TPUs to reduce costs, and launches an AI try-on app. Anthropic launches the "Future of the Economy Initiative" to study the economic impact of AI, Claude's physical store testing faces setbacks, and the CEO warns of employment risks. Xiaomi's new SUV pre-sales are booming, Lei Jun pays tribute to Tesla, and increases investment in chips. Huawei breaks through with 5G technology, regains the top spot in China's market share, and its value increases significantly. Unitree Robotics launches its IPO, valued at over 10 billion, focusing on the research and development of civilian robots. OpenAI starts using Google TPUs, SoftBank pledges to invest in OpenAI, and reinforcement learning startup Applied Compute secures funding. The text content has been updated to the "Good Night Coffee GNC" official account.

Meta重金投入AGI，挖角OpenAI人才，扩展算力，押注超智能未来。 特斯拉完成首次Model Y全自动驾驶交付，Robotaxi内测启动，雷军点赞。 德国禁苹果谷歌商店上架DeepSeek，因数据传输中国及隐私问题。 谷歌尝试攻克200年数学难题，与Highmark合作改善医疗，OpenAI租用谷歌TPU降低成本，并推出AI试衣应用。 Anthropic启动“经济未来计划”，研究AI经济影响，Claude实体店测试遇挫，CEO警告就业风险。 小米新款SUV预售火爆，雷军致敬特斯拉，加大芯片投入。 华为突破5G技术，重回中国市场份额第一，价值大幅上涨。 宇树科技启动IPO，估值超百亿，专注民用机器人研发。 OpenAI开始使用谷歌TPU，软银承诺投资OpenAI，强化学习初创Applied Compute获融资。 文字内容已经更新到：《晚安咖啡GNC》 公众号

Meta is aggressively recruiting AI talent, acquiring and investing in companies, and improving its models, aiming to surpass human capabilities. Tesla has fired its VP of Sales for North America and Europe, amidst declining sales and a falling stock price. Loongson has released its 3C6000 series CPU, achieving "de-Americanization" with performance approaching mainstream products. Redwood Materials is entering the energy storage market, aiming to power AI data centers. AI startup Cluely has secured $15 million in funding, but its cheating tools are sparking controversy. The release of the DeepSeek R2 model has been delayed, potentially due to the US chip ban. Text content has been updated on the "Good Night Coffee GNC" official account.