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双语科技快报 | 2026-08-07 | 08点速览

2026-08-07 techmeme

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双语科技快报 | 2026-08-07 | 08:40 速览

1. New Mexico trial: a judge orders Meta to pay $567M and make changes for underage users after finding its platforms helped create a public nuisance harming teens

来源: KOB 4

时间: 7:40 PM

新墨西哥州审判:法官判定Meta平台助长公害危害青少年,责令其支付5.67亿美元并整改未成年人用户相关措施

2. Alphabet raises $25B in a bond sale; sources say the offering attracted roughly $115B of peak demand and that the company plans to issue US debt twice a year

来源: Bloomberg

时间: 7:25 PM

Alphabet通过债券发行筹集250亿美元;消息人士称,此次发行吸引了约1150亿美元的峰值需求,且公司计划每年两次发行美国债务。

3. Atlassian reports Q4 revenue up 28% YoY to $1.77B, vs. $1.66B est., cloud revenue up 31% to $1.2B, forecasts Q1 revenue above est.; TEAM jumps 31%+ after hours

来源: Arunesh Sinha / Reuters

时间: 6:50 PM

Atlassian公布第四季度营收同比增长28%,达到17.7亿美元,高于市场预期的16.6亿美元;云业务营收增长31%,达到12亿美元;公司预计第一季度营收将高于市场预期;TEAM股价盘后大涨超过31%

4. Twilio reports Q2 revenue up 22% YoY to $1.5B, above $1.43B est., and forecasts Q3 revenue above estimates; TWLO jumps 16%+ after hours

来源: Reinhardt Krause / Investor's Business Daily

时间: 6:25 PM

Twilio报告第二季度营收同比增长22%,达到15亿美元,高于预期的14.3亿美元,并预测第三季度营收将高于预期;TWLO盘后涨幅超过16%

5. Sources: Canva slashed revenue growth forecast as heavy use of new AI features drove up costs and slowed their rollout, while more Canva users turned to ChatGPT

来源: The Information

时间: 6:01 PM

消息人士称,Canva大幅下调了营收增长预期,原因是用户大量使用新AI功能推高了成本并拖慢了其推广进度,同时更多Canva用户转而使用ChatGPT。

6. Cloudflare reports Q2 revenue up 36% YoY to $696.1M, above $665M est., and forecasts Q3 revenue above estimates; NET jumps 17%+ after hours

来源: Angela Palumbo / Barron's Online

时间: 5:45 PM

Cloudflare公布第二季度营收同比增长36%,达6.961亿美元,高于市场预估的6.65亿美元,并预计第三季度营收将超预期;盘后股价大涨逾17%。

7. Instacart reports Q2 revenue up 14% YoY to $1.04B, GTV up 14% to $10.35B, above est., forecasts Q3 GTV and core profit above est.; CART jumps 8%+ after hours

来源: Koyena Das / Reuters

时间: 5:25 PM

Instacart公布第二季度营收同比增长14%,达10.4亿美元;GTV同比增长14%,至103.5亿美元,高于预期;预测第三季度GTV和核心利润均高于预期;CART盘后上涨逾8%

8. Roku reports Q2 revenue up 22% YoY to $1.35B vs. $1.3B est., net income of $164.2M, ad revenue up 25% to $673M, and subscription revenue up 26% to $548M

来源: Todd Spangler / Variety

时间: 4:55 PM

Roku公布第二季度营收同比增长22%,达13.5亿美元,高于市场预期的13亿美元;净利润为1.642亿美元;广告收入同比增长25%,达6.73亿美元;订阅收入同比增长26%,达5.48亿美元。

9. Lyft reports Q2 revenue up 16% YoY to $1.84B, vs. $1.81B est., rides up 12% to 262.4M, and expects Q3 gross bookings growth to slow to 15%-19%

来源: Kelly Cloonan / Wall Street Journal

时间: 4:45 PM

莱夫特公布第二季度营收同比增长16%,达18.4亿美元,高于预期的18.1亿美元;出行次数同比增长12%,至2.624亿次;预计第三季度总预订量增速将放缓至15%至19%。

10. Airbnb reports Q2 revenue up 17% YoY to $3.6B, Nights and Seats Booked up 10% to 148.3M, above est., lifts 2026 revenue forecast; ABNB jumps 10%+ after hours

来源: Natalie Lung / Bloomberg

时间: 4:30 PM

爱彼迎公布第二季度营收同比增长17%,达36亿美元;预订夜数与座位数同比增长10%,至1.483亿,高于预期;公司上调2026年营收预测;ABNB盘后股价大涨逾10%。

11. AMD acquires Toronto-based Taalas, which integrates model weights directly into silicon to boost inference performance, for an undisclosed sum

来源: Tobias Mann / The Register

时间: 4:20 PM

AMD收购总部位于多伦多的Taalas公司,该公司将模型权重直接集成到硅片中,以提升推理性能,交易金额未披露。

12. Sources: OpenAI's new device, slated for 2027, is a hockey puck-sized smart speaker with moving parts that help give it personality, likely costing $300+

来源: Mark Gurman / Bloomberg

时间: 4:10 PM

消息来源:OpenAI计划于2027年推出的新设备,是一款冰球大小的智能音箱,带有可移动部件以增添个性,售价可能超过300美元。

13. Gravity, which places text-based ads within AI chatbots, raised a $30.5M Series A co-led by Lightspeed and Committed, taking its total funding to $38.5M

来源: Lara O'Reilly / Business Insider

时间: 4:01 PM

Gravity,一家在AI聊天机器人中嵌入文本广告的公司,完成了由Lightspeed和Committed联合领投的3050万美元A轮融资,使其总融资额达到3850万美元。

14. Docs: US data labeling companies, like Surge AI and Mercor, that sell training datasets to US AI labs and the government are also selling them to Chinese labs

来源: Anna Tong / Forbes

时间: 3:30 PM

文档:美国数据标注公司,如Surge AI和Mercor,向美国AI实验室和政府出售训练数据集,同时也向中国实验室出售这些数据集

15. Figma CEO Dylan Field forfeits ~$46M in stock awards to revive investor confidence amid AI disruption fears; FIG is down ~77% from its peak more than a year ago

来源: Brody Ford / Bloomberg

时间: 3:05 PM

Figma首席执行官迪伦·菲尔德放弃约4600万美元股票奖励,以在AI颠覆担忧中重振投资者信心;FIG股价较一年多前的峰值已下跌约77%


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