OpenAI计划将AI视频生成器Sora整合到ChatGPT中，并发布GPT-4.5研究预览版。 微软宣布Skype将于2025年关闭，用户将被引导至Microsoft Teams。 特斯拉在加州申请robotaxi运营许可，并与Steak 'n Shake合作部署充电站。 Meta计划推出独立AI应用，与OpenAI的ChatGPT展开竞争。 英特尔再次推迟俄亥俄州半导体制造项目，预计2030年投产。 DeepSeek披露其推理系统理论利润率高达545%，并推出AI模型折扣。 字节跳动加速布局医疗领域，包括细胞疗法和高端医院建设。 越南总理指示相关部门尽快为马斯克的星链卫星互联网服务颁发许可证。 蚂蚁集团调整薪酬发放政策，13薪并入月工资或年度奖金，绩效股改为季度归属。 文字内容已经更新到：晚安咖啡GNC 公众号中

OpenAI plans to integrate its AI video generator Sora into ChatGPT and release a GPT-4.5 research preview. Microsoft has announced that Skype will be shut down in 2025, with users being directed to Microsoft Teams. Tesla has applied for a robotaxi operating permit in California and is partnering with Steak 'n Shake to deploy charging stations. Meta plans to launch a standalone AI app to compete with OpenAI's ChatGPT. Intel has once again delayed its Ohio semiconductor manufacturing project, now expected to begin production in 2030. DeepSeek disclosed that its inference system has a theoretical profit margin of up to 545% and is offering discounts on AI models. ByteDance is accelerating its expansion into the healthcare sector, including cell therapy and the construction of high-end hospitals. The Prime Minister of Vietnam has instructed relevant departments to expedite the issuance of a license for Elon Musk's Starlink satellite internet service. Ant Group is adjusting its salary payment policy, incorporating the 13th-month salary into monthly wages or annual bonuses, and changing performance shares to quarterly vesting. 文字内容已经更新到：晚安咖啡GNC 公众号中

Nvidia's revenue skyrockets, with data center business surpassing gaming, but faces competition from Huawei, causing market cap to briefly dip below $3 trillion. OpenAI releases GPT-4.5 research preview, enhancing emotional intelligence and addressing GPU shortages, while Sora lands in Europe. Meta plans to launch standalone AI chatbot, investing $65 billion, and testing Meta AI paid subscription service. DeepSeek open-sources multiple AI technologies, promoting AI democratization, with the R2 large model assisting autonomous driving and the steel industry. Tesla's FSD will be disabled for a week due to five violations, and the company applies for a California transportation permit to advance Robotaxi service. Amazon releases its first quantum computing chip, Ocelot, intensifying competition in the quantum computing field, with a new Alexa set to launch this fall. Chinese tech giants are fiercely competing in the AI field, with ByteDance, Tencent, Honor, and Alibaba each possessing unique strengths. Waymo's autonomous taxi service is experiencing rapid growth, business expansion, and significant improvements in operational capabilities. Lucid CEO resigns, with the CTO taking over; Flexport's founder returns to the CEO role, undertaking restructuring and layoffs.

英伟达营收暴增，数据中心业务超游戏，但面临华为竞争，市值一度跌破3万亿。 OpenAI发布GPT-4.5研究预览版，提升情感智能，并解决GPU短缺问题，Sora登陆欧洲。 Meta计划推出独立AI聊天机器人，投资650亿美元，并测试Meta AI付费订阅服务。 DeepSeek开源多项AI技术，推动AI平权，R2大模型助力自动驾驶和钢铁行业。 特斯拉FSD违规五次将禁用一周，并申请加州运输许可，推进Robotaxi服务。 亚马逊发布首款量子计算芯片Ocelot，量子计算领域竞争加剧，新款Alexa秋季发布。 中国科技巨头在AI领域竞争激烈，字节跳动、腾讯、荣耀、阿里各有所长。 Waymo无人驾驶出租车服务快速增长，业务扩张，运营能力显著提升。 Lucid CEO辞职，CTO接任；Flexport创始人重返CEO岗位，进行重组裁员。

Nvidia's Q4 revenue hits record high, driven by strong demand for AI chips, with sales up 78%. GitHub Copilot may leak private repository data, raising data security and privacy concerns. Amazon unveils first major Alexa upgrade in 11 years, leveraging AI to deliver a smarter experience. Alibaba open-sources its video generation large model Wanxiang 2.1, claiming it surpasses OpenAI's Sora. Tesla launches "Intelligent Assisted Driving" in China, potentially an early version of North American FSD. Academician Ouyang Minggao says DeepSeek alleviates concerns about Tesla's FSD monopoly, emphasizing hydrogen energy development. OpenAI expands Deep Research access, GPT-4.5 information leaks, former CTO seeks funding. Apple invests $160 million in Indonesia, Luxshare Precision invests $150 million to manufacture AirTags. Meta increases executive compensation, Meta for Education is fully launched. Apple once fixed an iPhone voice glitch where typing "racist" would suggest replacing it with "Trump."

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。