SoftBank sold all its Nvidia shares, reaping huge profits from AI investments like OpenAI, accelerating its AI strategic. Tesla's retail sales in China hit a three-year low of 26,006 units in October, primarily due to weak market demand and fierce competition. Intel's CTO unexpectedly resigned to join OpenAI, leading the CEO to personally oversee the company's AI and advanced technology divisions. Elon Musk stated Tesla and xAI are \"trending toward convergence,\" despite shareholders not approving Tesla's proposed investment in xAI. China's new energy vehicle sales exceeded 50% of total new car sales in October for the first time, marking NEVs' market dominance. SenseTime's SenseNova-SI open-source model surpassed GPT-5 and Gemini 2.5 Pro in spatial intelligence benchmarks. ByteDance released its Doubao-Seed-Code programming model, setting a new SOTA for Agentic programming with visual understanding at the lowest cost. Jensen Huang emphasized the AI boom differs from the internet bubble, citing real computational demand and active GPU utilization. Nio Battery Technology saw a leadership change as Li Bin transitioned to a director role, aiming to refine battery business operations.

软银出售全部英伟达股份，得益于OpenAI等AI投资实现巨额利润，加速AI战略布局。 特斯拉中国区零售销量10月跌至三年新低，仅2.6万辆，市场需求疲软和竞争激烈是主因。 英特尔CTO突然离职并加入OpenAI，CEO将亲自掌管公司AI和先进技术部门。 马斯克称特斯拉与xAI正“趋向融合”，尽管股东未批准特斯拉投资xAI的提案。 中国新能源汽车10月新车销量首次占比超50%，标志着新能源车市场主导地位确立。 商汤日日新开源模型SenseNova-SI在空间智能评测中超越GPT-5和Gemini 2.5 Pro。 字节跳动发布豆包编程模型，刷新Agentic编程SOTA记录，提供视觉理解能力且成本最低。 黄仁勋强调AI热潮与互联网泡沫不同，计算需求真实，所有GPU都在实际应用中。 蔚来电池科技高层变动，李斌转任董事，旨在推动电池业务向精细化运营过渡。

xAI Grok 4 Fast上下文窗口扩展至200万Token，性能显著提升。 微软推出工具包将CUDA模型转ROCm兼容代码，挑战英伟达垄断。 大模型解耦推理理念成AI主流，提升效率，获巨头采纳。 谷歌推出AI芯片Ironwood，性能提升四倍并与Anthropic达成百亿美元合作。 工信部加速5G+、人工智能+、机器人+应用场景培育，推动新型工业化。 AI驱动存储芯片市场“超级周期”，闪迪NAND Flash合约价暴涨50%。 京东联合广汽埃安、宁德时代发布埃安UT super，车电分离独家销售。 特斯拉股东大会批准马斯克1万亿美元薪酬方案，与业绩目标挂钩。 黄仁勋澄清未称中国将赢得AI竞赛，但赞扬中国AI发展速度与研究实力。 台积电向全球员工发放每人2.5万新台币特别奖金，奖励创纪录营收。

xAI's Grok 4 Fast model significantly upgrades its context window to 2 million tokens. Microsoft launches a toolkit converting CUDA models to ROCm compatible code, challenging NVIDIA's dominance. Large model decoupled inference becomes a mainstream AI concept, improving efficiency and adopted by tech giants. Google introduces its Ironwood AI chip, quadrupling performance, and strikes a multi-billion dollar deal with Anthropic. China's MIIT accelerates the cultivation of 5G+, AI+, and Robot+ application scenarios, driving new industrialization. The AI-driven storage chip market enters a \"super cycle,\" with SanDisk's NAND Flash contract prices surging 50%. JD, GAC Aion, and CATL launch Aion UT super, featuring battery-as-a-service and exclusive JD sales. Tesla shareholders approve Elon Musk's $1 trillion compensation plan, tied to ambitious performance targets. Jensen Huang clarifies he didn't claim China would win the AI race, praising China's AI development and research. TSMC grants a special bonus of NT$25,000 to all global employees, rewarding record revenue and profit.

Huang Renxun requested TSMC to increase Blackwell chip production; TSMC's 3nm capacity is up 50% to meet demand. Altman predicts OpenAI's revenue to exceed $20B this year, with $1.4T infrastructure investment over eight years. Ant Group deploys a 10k-card domestic computing cluster, reducing domestic chip training costs by 20%, and invests in chip companies. Six AI giants discussed AGI progress, risks, and timelines, signifying AGI's shift from sci-fi to reality. Microsoft forms the MAI superintelligence team, focusing on developing \"human-centric\" domain-specific superintelligence, not limitless AGI. Tesla shareholders approved the investment proposal in Musk's xAI, deepening its AI strategy, potentially aiding autonomous driving. China's Ministry of Commerce suspended export controls on key items like gallium, germanium, and antimony to the US for one year. Internal documents reveal up to $16B of Meta's annual revenue comes from fraudulent ads, with ineffective fraud prevention. Hillhouse and Meituan invested in desktop 3D printer brand Snapmaker, showing capital interest in domestic consumer hardware. Nvidia launched OmniVinci, a 9-billion-parameter full-modality large model, capable of understanding video, audio, image, and text simultaneously.

黄仁勋请求台积电增产Blackwell芯片，台积电3纳米产能已提升50%以应对需求。 奥特曼预测OpenAI今年营收超200亿美元，未来八年将投资1.4万亿美元用于基础设施。 蚂蚁集团部署万卡国产算力集群，实现国产芯片训练成本降低20%，并投资多家芯片公司。 AI六巨头同台探讨AGI进展、风险与时间表，预示AGI从科幻走向现实。 微软组建MAI超级智能团队，专注于开发“以人为本的”特定领域超级智能，非无限AGI。 特斯拉股东批准对马斯克xAI的投资提案，深化AI布局，或助力自动驾驶技术。 中国商务部暂停对美国出口镓、锗、锑等关键物项的管制措施，为期一年。 内部文件显示Meta高达160亿美元年收入来自诈骗广告，未能有效阻止欺诈。 高瓴与美团投资桌面级3D打印品牌Snapmaker，国产消费级硬件受资本关注。 英伟达推出90亿参数全模态大模型OmniVinci，能同时理解视频、音频、图像和文本。

OpenAI预计今年收入突破200亿美元，未来八年将投入1.4万亿美元建设数据中心，以支持其雄心勃勃的增长目标。 特斯拉FSD预计2026年初获中国全面批准，成为首个在中国实现完整自动驾驶商业化的外资品牌，巩固市场地位。 辉瑞以100亿美元收购肥胖症药物开发商Metsera，结束与诺和诺德的竞购战，旨在进入快速增长的减肥药市场。 六位AI先驱齐聚伦敦，探讨通用人工智能已开始在现实中发挥作用，黄仁勋称AGI是渐进而非突变。 英伟达发布并开源90亿参数全模态大模型OmniVinci，能同时理解视频、音频、图像及文本信息，性能卓越。 月之暗面发布Kimi K2 Thinking推理框架，提升大模型分步推理与自我纠错能力，支持超长上下文处理。 刘强东预测AI和机器人时代将使员工每周工作一日，快递全无人化，并推动物流成本大幅降低。 受AI热潮推动，全球DRAM价格飙升创历史新高，第三季度合同价同比涨171.8%，预计短缺将持续。 特斯拉股东大会未能批准公司投资埃隆·马斯克旗下xAI公司的提案，尽管支持票数高于反对票。 微软因过度推销Copilot套餐向数百万澳大利亚用户致歉并提供退款，正面临监管机构调查。

OpenAI forecasts over $20 billion revenue this year, planning $1.4 trillion data center investment over eight years to fuel ambitious growth targets. Tesla FSD is expected to receive full approval in China by early 2026, making it the first foreign brand to commercialize full self-driving, solidifying its market position. Pfizer acquires obesity drug developer Metsera for $10 billion, ending a bidding war with Novo Nordisk to enter the fast-growing weight-loss drug market. Six AI pioneers discussed AGI in London, signaling its emergence in reality; Jensen Huang noted AGI is gradual, not sudden. Nvidia releases and open-sources OmniVinci, a 9-billion-parameter full-modality large model capable of understanding video, audio, image, and text information simultaneously, with excellent performance. Moonshot AI launches Kimi K2 Thinking inference framework, enhancing large models' step-by-step reasoning and self-correction, supporting ultra-long context processing. Richard Liu predicts the AI and robotics era will lead to one-day workweeks, fully automated logistics, and a significant reduction in logistics costs. Driven by the AI boom, global DRAM prices soared to record highs, with Q3 contract prices up 171.8% year-on-year, and shortages expected to continue. Tesla shareholders failed to approve a proposal for the company to invest in Elon Musk's xAI, despite more votes in favor than against. Microsoft apologized and offered refunds to millions of Australian users for over-promoting Copilot plans, facing a regulatory investigation.

Musk states Tesla needs a “Terafactory” for in-house chips, supporting its AI and robotics ambitions; shareholders approve his trillion-dollar compensation. Altman envisions OpenAI becoming the first “AI CEO” company, investing $1.4 trillion in AI infrastructure. Google unveils Ironwood and Axion AI chips for enhanced performance, sealing a multi-billion-dollar partnership with Anthropic. AMD reports strong Q3 revenue driven by robust AI chip demand, partnering with OpenAI to deploy 6GW of Instinct GPUs. The U.S. government bans Nvidia's B30A AI chip exports to China, aiming to restrict access to advanced AI technology. TSMC notifies key clients of an 8-10% price hike for advanced process chips (5nm and below) starting in 2026. Ant Group upgrades its “Digital Medical Health” to a “Health Business Group”; its AI health app AQ surpasses 10 million MAU. Xpeng Motors plans mass production of advanced humanoid robots by late 2026, rebranding as an embodied AI company, with tens of billions RMB investment. Richard Liu announces JD.com's plan to build the world's first fully unmanned delivery station by April 2026, achieving full automation.

马斯克称特斯拉需建“特拉工厂”以自研芯片，支持AI与机器人宏图；股东批准其万亿薪酬。 奥特曼展望OpenAI成为首家“AI CEO”公司，并豪掷1.4万亿美元投资AI基础设施。 谷歌发布Ironwood、Axion系列AI芯片，性能大增，并与Anthropic达成数百亿合作。 AMD三季度营收强劲，AI芯片需求庞大，与OpenAI合作部署6GW Instinct GPU。 美国政府禁止英伟达B30A AI芯片对华出口，限制中国获取先进AI技术。 台积电通知主要客户，2026年起先进工艺芯片代工价格将上调8%-10%。 蚂蚁集团将“数字医疗健康”升级为“健康事业群”，AI健康应用AQ月活破千万。 小鹏汽车计划2026年底量产高阶人形机器人，定位为具身智能公司，再投数百亿。 刘强东宣布京东计划2026年4月建成全球首个全无人配送站，实现全面自动化。

Apple plans to spend $1 billion to significantly upgrade Siri with Google's AI model, launching next spring with iOS 26.4. Xpeng Motors announced mass production of its advanced humanoid robot IRON by late 2026, unveiled its second-gen VLA model, and partnered with Volkswagen. IBM will lay off approximately 2,700 employees globally in Q4, accelerating its focus on AI, software, and cloud services transformation, with strong financial performance. Nvidia's Jensen Huang predicted China would surpass the US in the AI race, criticizing Western over-regulation for hindering innovation. AMD secured approval to export Instinct MI308 AI chips to China, gaining a competitive edge in US-China AI chip trade. OpenAI CEO Sam Altman expects AI to take over his CEO role and manage major company departments within a few years. Snap's Q3 revenue exceeded expectations, DAU grew strongly, and it announced a $400 million partnership with Perplexity AI. Pony.ai officially listed on the Hong Kong Stock Exchange Main Board, becoming the largest autonomous driving IPO globally in 2025. Xiaohongshu officially acquired a payment license by acquiring Dongfang Electronic Payment, bolstering its e-commerce ecosystem closure. Yu Minhong confirmed former Oriental Selection CEO Sun Dongxu's departure due to personal reasons, emphasizing no animosity between them.

苹果计划斥资10亿美元，用谷歌AI模型大幅升级Siri，明年春季随iOS 26.4发布。 小鹏汽车宣布2026年底量产高阶人形机器人IRON，并发布第二代VLA模型及与大众合作。 IBM第四季度全球裁员约2700人，加速聚焦AI、软件和云服务转型，财务表现强劲。 英伟达黄仁勋预测中国将在AI竞赛中超越美国，批评西方监管过多阻碍创新。 AMD获准向中国出口Instinct MI308 AI芯片，在美中AI芯片贸易中取得竞争优势。 OpenAI CEO奥特曼预计未来几年AI将接替其CEO职位，管理公司主要部门。 SnapQ3营收超预期，DAU增长强劲，并宣布与Perplexity AI达成4亿美元合作。 小马智行在香港联交所主板上市，成为2025年全球自动驾驶最大IPO。 小红书通过收购东方电子支付，正式获得支付牌照，助力电商生态闭环。 俞敏洪确认东方甄选前CEO孙东旭因个人原因离职，强调双方无隔阂。