OpenAI inks multi-trillion compute deals, including 6GW AMD GPUs, challenging Nvidia. Tesla to launch an affordable new model to counter market slowdown and competition. Apple's new MacBook Pro to debut M5 chip, promising significant performance gains. Over half of global venture capital funding now flows into AI, dominating the market. Xiaomi 17 series phones sell over 1 million units in 5 days, setting new records. BYD surpasses Tesla in pure EV production and sales for four consecutive quarters. CAS team develops flexible solid-state battery enduring 20,000 bends. Musk's xAI appoints former Morgan Stanley executive as its new CFO. Microsoft Copilot may fail when multiple Office apps run simultaneously due to a bug.

OpenAI签万亿级计算协议，采购AMD 6GW GPU，挑战英伟达。 特斯拉将推平价新车，应对市场放缓和竞争。 苹果新款MacBook Pro将首发M5芯片，性能显著提升。 全球创投资金过半流向AI领域，主导市场。 小米17系列手机5天销量破百万，刷新纪录。 比亚迪纯电车产销量连续四季超越特斯拉。 中科院研发柔性固态电池，可耐两万次弯折。 马斯克xAI任命前摩根士丹利高管为首席财务官。 微软Copilot在多Office应用同时运行或失效。

Neuralink首发人体试验数据，透明度与临床里程碑。 苹果CEO库克接班人浮现，特努斯受瞩目。 AI风投创历史新高，资金高度集中。 OpenAI收购金融科技公司Roi，布局个性化体验。 OpenAI预告GPT-6将强大十倍，记忆个性化是核心。 贝佐斯预言太空数据中心将超越地球设施。 鸿海Q3营收增长11%，AI服务器需求强劲。 印度数据中心遇贸易不确定性，增长受阻。 印尼恢复TikTok运营许可，数据争议解决。 桥水基金提示美大型股外投资机遇。

Neuralink submitted first human trial data, a transparency and clinical milestone. Apple CEO Tim Cook's successor emerges, Ternus is in focus. AI VC funding hits record high, capital highly concentrated. OpenAI acquired fintech firm Roi, enhancing personalized experiences. OpenAI hints GPT-6 will be 10x stronger, focusing on memory and personalization. Bezos predicts space data centers will surpass Earth facilities. Foxconn's Q3 revenue up 11%, driven by strong AI server demand. India's data center market faces trade uncertainty, hindering growth. Indonesia restored TikTok's license, data dispute resolved. Bridgewater Fund signals investment opportunities beyond US large caps.

OpenAI released Sora 2 model and its iOS app, significantly enhancing video generation capabilities. Nvidia's market cap exceeded $4.5 trillion, receiving OpenAI investment and securing multiple AI infrastructure deals. OpenAI valued at $500B, plans to become an AI agency, and will receive $100B investment from Nvidia. Ant Group open-sourced its trillion-parameter Ring-1T-preview model, surpassing GPT-5 in multiple tests. Anthropic launched Claude Sonnet 4.5, positioning it as the best model for production-grade coding and agent tasks. Tesla's Q3 global deliveries hit a record of nearly 500,000, with China sales up 31% MoM. Tencent's Hunyuan Image 3.0 topped LMArena's text-to-image list, named best open-source model.

OpenAI发布Sora 2模型，同步推出iOS应用，视频生成能力显著提升。 英伟达市值突破4.5万亿，获OpenAI投资并与富士通等达成多项AI基建合作。 OpenAI估值达5000亿，计划转型AI代理公司，将获英伟达千亿投资。 蚂蚁集团开源万亿参数模型Ring-1T-preview，多项测试超越GPT-5。 Anthropic发布Claude Sonnet 4.5，定位为生产级编码和代理任务最佳模型。 特斯拉Q3全球交付创新高近50万辆，中国市场销量环比增长31%。 腾讯混元图像3.0模型获LMArena文生图榜单第一，被评为最佳开源模型。 深度求索开源DeepSeek-V3.2-Exp，引入稀疏注意力，API价格下调超50%。 高德地图DAU创新高3.6亿，目的地榜单“扫街榜”用户破4亿。

OpenAI requested a judge to dismiss Musk's xAI trade secret lawsuit, calling it baseless. Meta's chief AI scientist Yann LeCun may resign due to dissatisfaction with company policy changes. Global storage chip market faces shortages and price hikes driven by AI demand and production cuts. Microsoft plans to primarily use self-developed chips in data centers, reducing reliance on Nvidia. Tesla's humanoid robot Optimus demonstrated fluent martial arts moves, showing technical progress. OpenAI's employee stock sale valued the company at $500 billion, making it the highest-valued private firm.

OpenAI请求法官驳回马斯克xAI的商业机密诉讼，称其毫无根据。 Meta首席AI科学家Yann LeCun因不满公司政策调整，可能辞职。 全球存储芯片市场因AI需求激增和产能调整，出现供应短缺和价格上涨。 微软计划在数据中心主要使用自研芯片，减少对英伟达等依赖。 特斯拉人形机器人擎天柱展示流畅武术动作，技术进展显著。 OpenAI员工股票出售使其估值达5000亿美元，成全球最高估值私企。

OpenAI valued at $500B, becoming the world's most valuable private company after employee share sale. BYD's pure EV sales fully surpassed Tesla, claiming the global sales crown. Tesla shareholders oppose Elon Musk's $1T compensation package and board re-election. Meta will use AI chat data for personalized ads globally (excluding UK, EU, South Korea). The dormant 30-year-old HTTP 402 code is revived to enable AI-driven machine micro-payments. China's tech innovation bond issuance accelerates, exceeding $1 trillion, boosting scientific innovation. Xiaomi 17 series sales surpassed 1 million units, setting its fastest-selling record. HarmonyOS Smart Car recorded over 13,500 new orders in the first two days of the National Day holiday. Apple removed ICE tracking apps, citing security risks, following pressure from the government. Phison warns of a potential decade-long NAND flash shortage starting from 2026.

OpenAI估值达5千亿美元，成全球最有价值非上市公司，完成员工股份出售。 比亚迪纯电动销量全面超越特斯拉，登顶全球销冠。 特斯拉股东反对马斯克万亿美元薪酬方案及董事会重选。 Meta将利用AI聊天数据在全球推送个性化广告（英欧韩除外）。 沉睡三十年HTTP 402复活，赋能AI时代机器微支付。 中国科技创新债券发行显著加速，规模超万亿，支持科创。 小米17系列销量突破100万台，创最快销售纪录。 鸿蒙智行国庆假期前两天大定订单突破1.35万台。 苹果下架ICE追踪App，称存在安全风险，受政府施压。 群联警告NAND闪存或从2026年起短缺长达十年。

OpenAI completed a $6.6B stock sale, reaching a $500B valuation, becoming the world's most valuable private company. Altman visited Korea to advance the $500B\"Stargate\" AI data center project, deepening chip cooperation. Ant Group launched its open-source trillion-parameter model Ring-1T-preview, outperforming Gemini 2.5 Pro and nearing GPT-5 in some tests. Apple paused lightweight Vision Pro development to accelerate smart glasses, aiming to compete with Meta. Xiaomi Auto's September deliveries exceeded 40,000 units, hitting a new high and likely achieving its annual target early. Anthropic released Claude Sonnet 4.5, touted as the best coding model, capable of over 30 hours of autonomous coding. DeepSeek launched V3.2-Exp with Sparse Attention, significantly boosting efficiency and cutting API costs by over 50%. Musk announced xAI's Grokipedia, an AI-powered platform challenging Wikipedia for accurate knowledge. Zhipu open-sourced GLM-4.6, matching Claude Sonnet 4 in coding and adapting to domestic AI chips. Richard Yu appointed head of Huawei's Product Investment Review Committee, while retaining his Consumer BG role.

OpenAI完成66亿美元股票出售，估值达5000亿美元，成全球最高估值私企。 奥尔特曼访韩推“星门”项目，斥5000亿建AI数据中心，深化芯片合作。 蚂蚁发布开源万亿参数模型Ring-1T-preview，推理能力超谷歌与GPT-5部分表现。 苹果暂停轻量Vision Pro开发，加速智能眼镜项目，与Meta竞争。 小米汽车9月交付破四万台，创历史新高，有望提前完成年度目标。 Anthropic发布Claude Sonnet 4.5，全球最佳编码模型，能自主编码超30小时。 深度求索推出DeepSeek-V3.2-Exp，引入稀疏注意力，大幅降低API成本。 马斯克宣布xAI打造Grokipedia，挑战维基百科，由Grok AI提供支持。 智谱GLM-4.6开源，代码能力对齐Claude Sonnet 4，并完成国产芯片适配。 余承东增任华为产品投资评审委员会主任，仍兼终端BG董事长。