双语科技快报 | 2026-08-06 | 17:40 速览
1. Nintendo reports Q1 revenue down 10% YoY to ~$3.3B, above $2.8B est., net income of ~$933M, above ~$495M est., and Switch 2 sales down 34.4% YoY to 3.82M
来源: Jenny Lee / CNBC
时间: 5:25 AM
任天堂公布第一财季营收同比下降10%，约33亿美元，高于28亿美元的预期；净利润约9.33亿美元，高于约4.95亿美元的预期；Switch 2销量同比下降34.4%至382万台。
2. Sources: some Google researchers have grown frustrated over AI compute access for ambitious projects while Google Cloud sells TPUs to customers like Anthropic
来源: MacKenzie Sigalos / CNBC
时间: 5:00 AM
消息人士称，部分谷歌研究人员对AI算力获取感到沮丧，因为谷歌云将TPU出售给Anthropic等客户，而内部雄心勃勃的项目却难以获得充足算力。
3. DeepSeek says it plans to implement substantial price increases across its services; V4 Flash currently costs $0.14/1M input and $0.28/1M output tokens
来源: Bloomberg
时间: 2:45 AM
DeepSeek表示计划对其各项服务实施大幅涨价；目前V4 Flash的输入价格为每百万个代币0.14美元，输出价格为每百万个代币0.28美元。
4. Filing: OpenAI says “Apple should not be permitted to use a baseless and pretextual lawsuit to make up for its failures to integrate AI into its products”
来源: Megan Morrone / Axios
时间: 2:40 AM
提交文件：OpenAI表示，“苹果不应被允许利用毫无根据且借口性的诉讼，来弥补其未能将AI融入产品的失败。”
5. PitchBook: AI voice startups raised $7B in Q1 2026, up from $1B in Q1 2025, as OpenAI and Google bet on voice as the main interface for next-gen AI agents
来源: Cristina Criddle / Financial Times
时间: 1:50 AM
PitchBook：2026年第一季度，AI语音初创公司融资达70亿美元，较2025年同期的10亿美元大幅增长，OpenAI和谷歌押注语音将成为下一代AI智能体的主要交互界面
6. AppLovin reports Q2 revenue up 53% YoY to $1.92B, below $1.94B est., and forecasts Q3 revenue within estimates; APP drops 16% pre-market and is down 38% YTD
来源: Kelly Cloonan / Wall Street Journal
时间: 10:30 PM
AppLovin公布第二季度营收同比增长53%，达19.2亿美元，略低于市场预期的19.4亿美元；同时预计第三季度营收符合预期范围。APP股价盘前下跌16%，今年以来累计下跌38%。
7. Nikita Bier steps down as X's head of product after starting the role in July 2025, saying “running this app is a 24/7 job”, and will continue as an adviser
来源: Sean O'Kane / TechCrunch
时间: 10:00 PM
尼基塔·比尔在2025年7月出任X产品负责人后辞去该职务，称“运营这款应用是一份24/7的工作”，并将继续担任顾问。
8. Block reports Q2 revenue up 9% YoY to $6.62B, above $6.49B est., Cash App gross profit up 31% to $1.97B, and raises its FY 2026 gross profit forecast
来源: Manya Saini / Reuters
时间: 8:00 PM
Block公布第二季度营收同比增长9%，达66.2亿美元，高于市场预估的64.9亿美元；Cash App毛利润增长31%，达19.7亿美元；同时上调2026财年毛利润预期。
9. Canadian national Connor Moucka pleads guilty in the US to participating in the 2024 Snowflake hacks involving data theft from 165+ companies, including AT&T
来源: Jonathan Greig / The Record
时间: 7:45 PM
加拿大公民康纳·穆卡在美国认罪，承认参与了2024年Snowflake黑客事件，该事件涉及从包括AT&T在内的165多家公司窃取数据。
10. Figma reports Q2 revenue up 48% YoY to $370.1M, vs. $351.6M est., and lifts annual revenue forecast but keeps profit outlook intact; FIG drops 15%+ pre-market
来源: Deborah Mary Sophia / Reuters
时间: 7:05 PM
Figma报告第二季度营收同比增长48%，达3.701亿美元（预估为3.516亿美元），并上调年度营收预测，但维持利润展望不变；FIG盘前下跌超15%
11. Sandisk reports Q4 revenue up 372% YoY to $8.97B, above $8.5B est., data center revenue of $2.97B, and forecasts Q1 revenue below est.; SNDK drops 5% pre-market
来源: Britney Nguyen / MarketWatch
时间: 6:35 PM
SanDisk公布第四季度营收同比增长372%至89.7亿美元，高于市场预估的85亿美元，数据中心营收为29.7亿美元，但预测第一季度营收低于预期；SNDK盘前下跌5%
12. Duolingo reports Q2 revenue up 18% YoY to $298.5M, paid subscribers up 17% to 12.7M, below est., and forecasts Q3 revenue below est.; DUOL drops 11%+ pre-market
来源: Akash Sriram / Reuters
时间: 6:05 PM
多邻国公布第二季度营收同比增长18%，达2.985亿美元，付费订阅用户同比增长17%，达1270万，低于预期，并预测第三季度营收不及预期；DUOL盘前跌逾11%。
13. DoorDash reports Q2 marketplace gross order value up 36% YoY to $33.08B, above $32.08B est., and forecasts Q3 marketplace GOV and adjusted EBITDA above est.
来源: Neil J Kanatt / Reuters
时间: 5:50 PM
DoorDash公布第二季度市场总订单金额同比增长36%，达到330.8亿美元，高于市场预期的320.8亿美元，并预计第三季度市场总订单金额和调整后EBITDA将高于预期。
14. eBay reports Q2 revenue up 15% YoY to $3.13B, above $3.02B est., GMV up 15% to $22.4B, and forecasts Q3 revenue above est. and GMV growth of between 10% and 12%
来源: Juby Babu / Reuters
时间: 4:50 PM
eBay公布第二季度营收同比增长15%，达31.3亿美元，高于市场预期的30.2亿美元；商品交易总额（GMV）同比增长15%，达224亿美元。公司预计第三季度营收将高于市场预期，GMV增长率在10%至12%之间。
15. Filing: Microsoft recorded $24.1B in revenue from OpenAI during the year to June 2026, suggesting OpenAI accounted for 50% to ~70% of Microsoft's AI sales
来源: Bloomberg
时间: 4:05 PM
备案文件显示，微软在截至2026年6月的一年中，从OpenAI获得241亿美元收入，这意味着OpenAI占微软AI销售额的50%至约70%。