台积电Q3利润大涨39%超预期，AI需求旺盛，上调全年营收预期。 苹果发布M5芯片，AI性能提升4倍，率先用于新MacBook Pro和iPad Pro。 马斯克向三花智控下6.85亿美元订单，特斯拉Optimus机器人将大规模量产。 谷歌发布Veo 3.1视频生成模型，增强真实感、音频及企业级控制能力。 Anthropic推免费Claude Haiku 4.5，编码能力媲美Sonnet，提升AI竞争优势。 FCC以国安为由，初步行动驱逐香港电讯HKT，中美关系持续紧张。 京东、饿了么、美团试点取消骑手超时罚款，转向正向激励。 小马智行、文远知行获准赴港上市，开启“美股加港股”双重架构。 全球首个陆上商用小型堆“玲龙一号”冷态试验成功，迈出关键一步。 岩超聚能获数亿元天使轮融资，加速聚变能源与超导应用开发。

英伟达黄仁勋交付DGX Spark，普及桌面级AI算力。 苹果M5 MacBook Pro预计本周发布，性能大幅提升。 工信部部长会见库克，强调中国市场开放与合作。 谷歌宣布投资150亿美元在印度建首个AI中心。 中国发布电动车充电“三年倍增”方案，促消费。 阿斯麦Q3营收75亿欧元，预测全年销售增长15%。 软银54亿美元收购ABB机器人部门，强化AI布局。 万科前总裁祝九胜被采取刑事强制措施。 高盛将裁员并利用AI降本增效，但总人数仍将增长。 玻色量子完成数亿元A++轮融资，聚焦光量子计算。

Nvidia's Huang delivers DGX Spark, democratizing desktop AI power. Apple M5 MacBook Pro expected this week, with significant performance boost. MIIT Minister meets Cook, stressing China's market openness & cooperation. Google announces $15B investment for its first AI center in India. China launches EV charging \"triple growth\" plan to boost consumption. ASML Q3 revenue €7.5B, forecasts 15% full-year sales growth. SoftBank acquires ABB Robotics for $5.4B, strengthening AI strategy. Vanke ex-President Zhu Jiusheng faces criminal compulsory measures. Goldman Sachs to cut jobs, use AI for efficiency, but overall headcount to grow. Bose Quantum completes multi-million A++ round, focusing on optical quantum computing.

OpenAI partners Broadcom to develop custom AI accelerators, aiming for 10 GW compute infrastructure. Google commits $15B over five years for its first AI center in India. Apple's iPhone Air with eSIM launches in China after Cook's visit, supported by major carriers. NVIDIA DGX Spark \"personal AI supercomputer\" is now on sale, bringing AI to the desktop. OpenAI's Altman promotes a grand vision, seeking over $1 trillion in funding. China's major carriers approved for commercial eSIM mobile services trials. Tesla Cybertruck sales plummet 63%, facing stagnation and missing Musk's targets. Ant Group officially releases and open-sources its trillion-parameter Ring-1T thinking model. DJI appeals US DoD's designation on the \"Chinese military company\" list. Tata Electronics acquires Justech India subsidiary to strengthen Apple's supply chain.

OpenAI联手博通开发定制AI芯片，旨建10吉瓦算力基础设施。 谷歌宣布未来五年在印度投资150亿美元，建设首个AI中心。 苹果iPhone Air携eSIM入华，库克访华促成，三大运营商支持。 英伟达“个人AI超算”DGX Spark开售，将AI能力带入桌面。 OpenAI奥特曼推销愿景，寻求万亿美元融资以支持宏大发展。 中国三大运营商获批，全面开展eSIM手机业务商用试验。 特斯拉Cybertruck销量骤降63%面临停滞，远低于马斯克目标。 蚂蚁集团正式发布并全面开源万亿参数思考模型Ring-1T。 大疆再次上诉，挑战美方将其列入“中国军工企业”清单。 塔塔电子收购中国Justech印度子公司，强化苹果供应链地位。

Dutch government takes control of Chinese-owned chipmaker Nexperia using Goods Availability Act for first time Microsoft becomes OpenAI's largest single shareholder with 28% stake in finalized restructuring Google DeepMind's Gemini 3.0 expected late October with trillion-level parameters Apple to launch M5 chip in October with MacBook Pro as focus update IBM partners with Anthropic to integrate Claude into enterprise development tools Xiaomi stock plunges after fatal SU7 accident raises EV safety concerns Musk reveals xAI's \"MACROHARD\" project progress, targeting Microsoft with world model development Haier and Alibaba form AI partnership to integrate Tongyi Qianwen into smart appliances TP-Link completes first Wi-Fi 8 experiment with reliability as core focus CATL subsidiary Times Intelligent completes 2 billion yuan funding for chassis production

荷兰政府首次援引《商品供应法案》接管中资芯片商Nexperia控制权 微软以28%持股比例成为OpenAI最大单一股东，重组方案正式敲定 谷歌DeepMind Gemini 3.0预计10月下旬发布，参数达万亿级别 苹果将于10月发布M5芯片，重点更新MacBook Pro产品线 IBM与Anthropic达成战略合作，将Claude集成至企业开发工具 小米SU7发生致命事故致股价大跌，电动车安全问题引关注 马斯克公布xAI“巨硬”项目进展，对标微软开发世界模型 海尔与阿里达成AI合作，通义千问将整合至智能家电 TP-Link完成Wi-Fi 8首次实验，可靠性提升成核心重点 宁德时代子公司时代智能完成近20亿元融资，推进底盘量产

摩根大通投入20亿美元，全力推动该行向全AI银行转型。 AMD为新Xbox主机定制48GB GDDR7 AI超级APU“Magnus”。 苹果收购Prompt AI工程师与技术，有望为HomePod增添“智慧眼”。 中国收紧稀土出口管制，或对全球芯片制造供应链产生影响。 软银集团拟抵押Arm股份筹资50亿，或用于投资OpenAI。 Meta正式推出AI短视频生成平台，进一步扩展AI业务版图。 xAI发布视频生成模型Grok，但部分视频出现不恰当内容。 文生视频市场正快速增长，算力、模型及应用层成投资热点。 深圳修订智能网联汽车政策，支持全无人测试与异地互认。 AI人才战白热化，安德鲁·塔洛奇回归Meta凸显高薪挖角。

JPMorgan is investing $2 billion to fully transform into an AI-powered bank. AMD customizes a 48GB GDDR7 AI super APU 'Magnus' for the next-gen Xbox. Apple acquires Prompt AI engineers and tech, potentially adding visual AI to HomePod. China tightens rare earth export controls, potentially impacting global chip supply chains. SoftBank plans to raise $5 billion via Arm shares, possibly to invest in OpenAI. Meta officially launches an AI short video generation platform, expanding its AI footprint. xAI releases its video generation model Grok, which encountered inappropriate content issues. The text-to-video market is rapidly growing, with investment hot spots in computing, models, and applications. Shenzhen revises autonomous vehicle policies, supporting fully unmanned testing and cross-region recognition. The AI talent war intensifies as Andrew Tulloch returns to Meta amid high-stakes recruitment.

OpenAI accused of subpoenaing critic, sparking legislative intimidation row. Trump imposes 100% tariffs on China, controls key software exports. Intel unveils world's first 1.8nm chip, aiming to regain industry leadership. ChatGPT launches shopping, directly challenging Amazon in AI e-commerce. Amkor invests $7B in US for advanced packaging, boosting domestic chips. Google plans $10B, 1GW data center cluster in India. Apple in talks to acquire Prompt AI, boosting smart home vision. Ten major banks explore G7 currency-pegged stablecoin scheme. Seres partners with ByteDance's Volcano Engine, entering embodied AI. India's TCS sheds nearly 20,000 staff amid AI transition.

OpenAI被控传唤批评者，引发立法恐吓争议。 特朗普对华商品加征100%关税，管制关键软件出口。 英特尔发布全球首款1.8纳米芯片，欲重回行业领导。 ChatGPT推购物功能，直接挑战亚马逊AI电商巨头。 Amkor在美投70亿美元建先进封装园区，增强本土芯片能力。 谷歌百亿美元巨资在印度建1吉瓦数据中心集群。 苹果洽购Prompt AI，强化智能家居与计算机视觉布局。 十大银行探索发行G7货币挂钩稳定币方案。 赛力斯携手字节跳动火山引擎，进军具身智能。 印度TCS上季度净减近2万员工，受AI转型冲击。

OpenAI CEO Altman admits unsuitability for management, outlining AI subscription and other strategies. Tesla's FSD faces NHTSA probe involving 2.9M vehicles, linked to multiple accidents. Chinese AI researcher Yao Shunyu joins Google DeepMind after leaving Anthropic over its China policy. Zhang Yiming makes rare public appearance, launches Zhichun Innovation Center for AI talent. Figure AI unveils Figure 03 humanoid robot for home and commercial tasks. Avatr invests 11.5B RMB for 10% stake in Huawei's Yinwang, deepening auto collaboration. BYD rolls out its 14 millionth NEV in Brazil, becoming the first global automaker to achieve this. Alibaba's Tongyi Qianwen forms an embodied AI team to develop physical world interaction.