英伟达第四季度营收创新高，AI芯片需求旺盛，销售额增长78%。 GitHub Copilot可能泄露私有仓库数据，引发数据安全和隐私担忧。 亚马逊对Alexa进行11年来首次重大升级，利用AI提供更智能体验。 阿里巴巴开源视频生成大模型万相2.1，声称超越OpenAI的Sora。 特斯拉在中国推出“智能辅助驾驶”，或为北美FSD早期版本。 欧阳明高院士称DeepSeek减轻了对特斯拉FSD垄断的担忧，强调氢能发展。 OpenAI扩大Deep Research权限，GPT-4.5信息泄露，前CTO寻求融资。 苹果在印尼投资1.6亿美元，立讯精密投资1.5亿美元生产AirTag。 Meta提高高管薪酬，Meta for Education全面上市。 苹果曾修复iPhone语音故障，输入“racist”会建议替换为“Trump”。

Tesla FSD is learning Chinese road conditions using publicly available videos, potentially accelerating its entry into the Chinese market, while BYD launches its "God's Eye" intelligent driving system to compete. Google's Gemini Code Assist offers a free version with 180,000 code completions per month, intensifying competition in the AI programming assistant market. Perplexity AI establishes a $50 million venture fund to invest in early-stage AI startups, expanding its AI ecosystem influence. Thoma Bravo's European fund raises €1.8 billion to invest in high-growth European software companies, expanding its presence in the European market. Anthropic releases Claude 3.7 Sonnet, boasting leading programming capabilities, and adds companies like Brex as new clients. JOYY completes the sale of YY Live to Baidu, with proceeds to be used for investments in its global operations. DeepSeek open-sources its third technical achievement, drastically optimizing GPU performance, with ByteDance's "Ji Meng" considering integration. Alibaba open-sources its text-to-video model Wanxiang 2.1, with Qwen derivative models exceeding 100,000, demonstrating continued investment in the AI field. Meta is in talks to build a $200+ billion AI data center campus to enhance its AI infrastructure capabilities, supporting model training and deployment.

特斯拉FSD利用公开视频学习中国路况，入华进程或加速，比亚迪推出“天神之眼”智驾系统竞争。 谷歌Gemini Code Assist提供免费版本，每月18万次代码补全，加剧AI编程助手市场竞争。 Perplexity AI成立5000万美元风投基金，投资早期AI创业公司，扩展AI生态影响力。 Thoma Bravo欧洲基金募资18亿欧元，投资欧洲高增长软件公司，扩张欧洲市场。 Anthropic发布Claude 3.7 Sonnet，编程能力领先，并新增Brex等公司为客户。 欢聚集团完成向百度出售YY直播交易，所得资金将用于投资全球业务。 DeepSeek开源第三弹技术成果，极致优化GPU性能，字节“即梦”考虑接入。 阿里巴巴开源文生视频模型万相2.1，千问衍生模型突破10万，持续投入AI领域。 Meta洽谈建设超2000亿美元AI数据中心园区，提升AI基础设施能力，支持模型训练和部署。

苹果投资五千亿美元用于美国制造业和创新，包括在休斯顿新建AI服务器设施。 SpaceX星舰第四次测试失败，因推进剂泄漏引发火灾和通讯中断而解体。 Anthropic即将完成35亿美元融资，估值达615亿美元，并推出新AI模型Claude 3.7。 Chegg起诉谷歌AI Overviews侵权，导致其网站流量显著下降。 阿里巴巴未来三年投资500亿美元用于人工智能和云计算基础设施建设。 特斯拉在中国市场推送FSD功能，开启自动驾驶新篇章。 DeepSeek快速发展，对英伟达H20芯片需求大增，并优化技术缓解算力压力。 字节跳动AI助手豆包小范围测试深度思考模型，具体信息尚未公开。 OpenAI ChatGPT周活跃用户达4亿，开发GPT-5，并封禁朝鲜黑客组织相关账户。 微软推出免费带广告桌面版Office，调整数据中心租约和AI算力投入策略。

Apple invests $500 billion in US manufacturing and innovation, including a new AI server facility in Houston. SpaceX Starship's fourth test fails, disintegrating due to propellant leaks causing fire and communication disruptions. Anthropic is nearing completion of a $3.5 billion funding round, valuing the company at $61.5 billion, and launches its new AI model, Claude 3.7. Chegg sues Google AI Overviews for copyright infringement, leading to a significant drop in its website traffic. Alibaba to invest $50 billion over the next three years in artificial intelligence and cloud computing infrastructure. Tesla rolls out FSD functionality in the Chinese market, ushering in a new era of autonomous driving. DeepSeek is rapidly developing, with a surge in demand for Nvidia H20 chips, and is optimizing technology to alleviate computing power pressure. ByteDance's AI assistant, Doubao, is conducting small-scale testing of a deep thinking model, with specific details yet to be disclosed. OpenAI's ChatGPT reaches 400 million weekly active users, is developing GPT-5, and has banned accounts associated with North Korean hacker groups. Microsoft launches a free, ad-supported desktop version of Office, and adjusts its data center lease and AI computing power investment strategies.

Mixue Bingcheng's Hong Kong IPO Oversubscribed by 2431 Times, Poised to Become World's First Tea Drink Chain with 10,000+ Stores. DeepSeek Open-Source Large Language Model Surpasses 1.5 Million, FlashMLA Reduces Computing Costs, Wide Range of Applications. Huawei's HarmonyOS Native Application Ecosystem Accelerates, Tencent Collaboration Optimizes, Avatr Deepens Cooperation. Musk Upgrades Grok Voice Functionality, xAI Faces Benchmark Scrutiny from OpenAI Employees. Alibaba Continues Investment in Artificial Intelligence, E-commerce Business Group Plans Growth Campaign in 2025. Nvidia's Advanced Packaging Capacity is Fully Booked, RTX 50 Series GPUs Face Rare Manufacturing Issues. Multiple Companies Enter Humanoid Robot Market, China Completes World's First Somersault Stunt. Palantir CEO Criticizes Silicon Valley's Lost Direction, Company Revenue Grows by 20%. Apple Plans to Integrate Modem into Main Processor by 2028, M4 MacBook Air May Be Released.

蜜雪冰城香港IPO获2431倍超额认购，或成全球首家万店茶饮上市公司。 DeepSeek开源大模型突破150万，FlashMLA降低算力成本，应用广泛。 华为鸿蒙原生应用生态加速，腾讯合作优化，阿维塔深化合作。 马斯克升级Grok语音功能，xAI遭OpenAI员工质疑基准测试。 阿里巴巴持续投入人工智能，电商事业群计划2025年打响增长战役。 英伟达先进封装产能被预订，RTX 50系列GPU存在罕见制造问题。 多家公司入局人形机器人，中国完成全球首例前空翻特技。 Palantir CEO批评硅谷迷失方向，公司收入增长20%。 苹果计划2028年将调制解调器集成到主处理器，M4 MacBook Air或将发布。

Shenzhen to raise 4.5 billion yuan to subsidize startups using computing power resources, with a maximum proportion of 60%. Unitree Robotics' H1 humanoid robot to challenge Bolt's speed, valuation potentially exceeding 20 billion yuan, attracting strong interest from overseas investors. Amazon discloses its stake in AI startup Anthropic, with a fair value estimated at $14 billion. OpenAI employees accuse xAI of misleading Grok 3 benchmark tests; xAI has yet to respond. Toyota building "Woven City" to test future mobility technologies, creating a connected ecosystem. Sony's market capitalization surpasses Keyence, becoming Japan's second largest, driven by strong performance in gaming, entertainment, and image sensors. SoftBank's Masayoshi Son may be anxious about AI technology, potentially planning a $500 billion investment, focusing on cutting-edge technologies. Musk denies US government threat to cut off Starlink service in Ukraine; accounts vary. Samsung's Exynos 2500 chip enters mass production, but faces yield challenges, impacting future device availability. JD Cloud launches DeepSeek all-in-one machine, deploying a full-fledged model on a single machine, improving inference speed by 50%. X introduces Grok-powered AI advertising tools, generating copy and images, and analyzing ad performance.

深圳将筹集45亿资金，资助初创企业使用算力资源，最高比例达60%。 宇树科技H1人形机器人将挑战博尔特速度，估值或超200亿，海外投资者兴趣浓厚。 亚马逊披露持有的AI初创公司Anthropic股份，公允价值估计为140亿美元。 OpenAI员工指责xAI Grok 3基准测试误导性，xAI暂未回应。 丰田建设“编织之城”测试未来移动技术，打造互联生态系统。 索尼市值超基恩士成日本第二，游戏、娱乐和图像传感器表现强劲。 软银孙正义或焦虑AI技术，或有5000亿美元投资计划，聚焦前沿科技。 马斯克否认美政府威胁切断乌克兰星链服务，各方说法不一。 三星Exynos 2500芯片量产，但良品率面临挑战，影响未来设备可用性。 京东云推出DeepSeek一体机，单机部署满血版模型，推理速度提升50%。 X推出Grok驱动的AI广告工具，生成文案和图像，分析广告效果。

Meta内部讨论使用受版权保护材料训练AI，同时扩大在印度的AI业务。 OpenAI日活用户达4亿，营收超110亿美元，但面临滥用和资金压力。 DeepSeek计划开源五个代码库，推动AI技术在多领域应用。 英伟达CEO回应DeepSeek影响，强调算力核心地位，关注盈利预期。 挪威1X公司获1亿美元融资，加速家用人形机器人NEO的生产。 阿里巴巴港股大涨，受益于AI投资计划，市场对其转型充满信心。 上汽与华为合作造车，采用智选车模式，首款车型或为SUV。 Alef Aeronautics飞行汽车Model A成功试飞，获FAA适航证书，预计2025年交付。 字节跳动估值超4000亿美元，投资者看好其全球业务和AI发展。

Meta internally discussed using copyrighted material to train AI, while expanding its AI business in India. OpenAI boasts 400 million daily active users and over $11 billion in revenue, but faces concerns about misuse and funding pressures. DeepSeek plans to open-source five code repositories, promoting the application of AI technology in various fields. Nvidia's CEO responded to DeepSeek's impact, emphasizing the core role of computing power and focusing on earnings expectations. Norwegian company 1X secured $100 million in funding to accelerate the production of its humanoid robot NEO for home use. Alibaba's Hong Kong-listed shares surged, benefiting from AI investment plans, with the market expressing strong confidence in its transformation. SAIC and Huawei are partnering to build cars using the "Intelligent Selection Car" model, with the first model likely to be an SUV. Alef Aeronautics' flying car Model A successfully completed its test flight and obtained FAA airworthiness certification, with deliveries expected in 2025. ByteDance's valuation exceeds $400 billion, with investors optimistic about its global business and AI development.

OpenAI reaches 400 million weekly users, still leading the AI field, while ByteDance adjusts its structure to ramp up large language models. Alibaba's Qwen2.5-MAX is coming soon, with AI revenue growing rapidly, and increased investment in cloud and AI planned for the next three years. Microsoft releases AI model Muse to simplify game development, and launches Magma model control software and robots. DeepSeek App downloads exceed 100 million, integrating with Li Auto, Tencent, etc., and exploring AGI through open-source code repositories. SAIC and Huawei collaborate on the development of new energy intelligent vehicles, with Huawei's Qiankun intelligent driving system continuing to evolve. Ryan Cohen significantly increases his stake in Alibaba, worth approximately $1 billion, optimistic about its long-term prospects. Figure AI releases the visual language model Helix, independently developing a robot brain, while Ant Group is hiring for humanoid robot positions. Rivian is gradually approaching profitability, but warns of the risk of government policy changes and will launch a highway driving assistance function. Microsoft unveils the "Majorana 1" topological qubit quantum processor, advancing quantum computing research, but its prospects remain to be seen.