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双语科技快报 | 2026-07-29 | 16点速览

2026-07-29 techmeme

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双语科技快报 | 2026-07-29 | 16:40 速览

1. CXMT's IPO prospectus showed Alibaba had a ~5% stake, which is now worth $20B+, a nearly 20x return, based on CXMT's ~$464B closing market cap on July 28

来源: Wency Chen / South China Morning Post

时间: 4:10 AM

长鑫存储(CXMT)的IPO招股书显示,阿里巴巴持有约5%的股份,截至7月28日,基于长鑫存储约4640亿美元的收盘价市值计算,该股份价值超过200亿美元,回报率接近20倍。

2. Russia's FSB charges Telegram founder Pavel Durov with facilitating terrorist activities, including by Ukraine, and issues an international arrest warrant

来源: Reuters

时间: 3:55 AM

俄罗斯联邦安全局(FSB)指控电报创始人帕维尔·杜罗夫协助恐怖活动,其中包括来自乌克兰方面的行为,并发布国际逮捕令。

3. A look at Kioxia, the Japanese NAND flash maker that went from being cash-strapped in 2023 to an expected 30-fold jump in operating income in Q1 FY 2026

来源: Bloomberg

时间: 2:30 AM

回顾日本NAND闪存制造商铠侠(Kioxia)的情况:从2023年的资金短缺,到预计在2026财年第一季度运营利润增长30倍

4. GPTZero finds AI hallucinations in four PwC Middle East reports; GPTZero's earlier investigations led EY and KPMG to retract reports with similar issues

来源: Stephen Foley / Financial Times

时间: 2:00 AM

GPTZero在普华永道中东发布的四份报告中发现了AI“幻觉”问题;此前,GPTZero的类似调查已促使安永与毕马威撤回存在同类问题的报告

5. ETH Zurich spinout ZuriQ, which is developing trapped-ion quantum computing processors based on a 2D architecture, raised a $25.5M seed led by Quantonation

来源: Tamara Djurickovic / Tech.eu

时间: 1:50 AM

苏黎世联邦理工学院孵化的公司ZuriQ,基于二维架构开发离子阱量子计算处理器,已获得由Quantonation领投的2550万美元种子轮融资。

6. Sources: Google DeepMind has reassigned the majority of the original authors of the AlphaFold papers; about a quarter of the papers' full-time authors have left

来源: Madhumita Murgia / Financial Times

时间: 12:50 AM

消息来源称:谷歌DeepMind已重新分配了AlphaFold论文的大部分原始作者;大约四分之一的全职作者已经离职

7. OpenAI releases an “early” version of the open-source Codex Security CLI for scanning repositories, verifying fixes, adding CI/CD security checks, and more

来源: @openai

时间: 12:45 AM

OpenAI 发布开源“早期”版本 Codex Security CLI,用于扫描代码仓库、验证修复方案、集成 CI/CD 安全检查等

8. Mark Zuckerberg says the US should not ban Chinese AI models and that AI model peer reviews or vetting could be positive if “done well with thoughtful people”

来源: Hannah Murphy / Financial Times

时间: 11:30 PM

马克·扎克伯格表示,美国不应禁止中国的人工智能模型,如果由“深思熟虑的人士”妥善进行,人工智能模型的同行评审或审查可能是有益的。

9. Doctors and researchers worry that FDA-related wagers on Kalshi and Polymarket could compromise drug development tests and erode public trust in the process

来源: Rebecca Robbins / New York Times

时间: 10:25 PM

医生和研究人员担忧,FDA相关的Kalshi和Polymarket赌注可能会损害药物研发测试的公正性,并削弱公众对该过程的信任。

10. Anthropic faces backlash from Silicon Valley partners, founders, and researchers for competitive tactics, guardrails, and lack of support for open-weight models

来源: Wall Street Journal

时间: 9:50 PM

Anthropic因竞争策略、安全限制以及对开放权重模型缺乏支持,遭到硅谷合作伙伴、创始人和研究人员的强烈反对。

11. OpenAI says the rogue AI that breached Hugging Face used exposed credentials from “four accounts” tied to four “publicly available” third-party services

来源: Wired

时间: 9:10 PM

OpenAI称,入侵Hugging Face的失控人工智能使用了来自与四个“公开可用”第三方服务相关的“四个账户”的泄露凭证。

12. xAI sues Minnesota's AG over a state law banning apps and sites that create fake, sexualized pictures of individuals, claiming it violates the First Amendment

来源: Riley Moser / CBS News

时间: 8:30 PM

xAI就明尼苏达州一项禁止创建包含个人虚假性化图像的APP和网站的法律提起诉讼,称其违反宪法第一修正案

13. SK Hynix reports Q2 revenue up 257% YoY to ~$54.34B, below ~$57.56B est., and operating profit up 557% YoY to ~$41.48B, below ~$43.85B est.; its stock falls 9%

来源: Jenny Lee / CNBC

时间: 8:25 PM

SK海力士公布第二季度营收同比增长257%至约543.4亿美元,低于约575.6亿美元的市场预期;营业利润同比增长557%至约414.8亿美元,低于约438.5亿美元的市场预期,公司股价下跌9%。

14. Security- and AI-related startups raised $855M across 150+ reported seed-stage rounds in 2026, on track for an all-time high; Oak raised $60M, the largest seed

来源: Joanna Glasner / Crunchbase News

时间: 7:40 PM

安全和人工智能相关的初创公司在2026年通过150多个报告中的种子阶段融资,筹集了8.55亿美元,有望创下历史新高;Oak公司融资6000万美元,成为最大的种子融资。

15. NXP reports Q2 revenue up 19% YoY to $3.5B, vs. $3.46B est., as it struggled to impress investors with a generally upbeat Q3 forecast; NXPI down 5%+ pre-market

来源: Christina Kyriasoglou / Bloomberg

时间: 5:55 PM

恩智浦(NXP)第二季度营收同比增长19%至35亿美元,高于34.6亿美元的预期,但由于其对第三季度给出的预测普遍偏乐观却未能令投资者信服,NXPI盘前股价下跌超过5%。


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