双语科技快报 | 2026-07-30 | 23:40 速览
## 1. Google DeepMind releases Gemini Robotics 2, which combines several different AI models into a single system to control a range of robots, including humanoids
来源: Will Knight / Wired
时间: 11:25 AM
谷歌DeepMind发布Gemini Robotics 2，该系统将多种不同的人工智能模型整合为一个单一系统，用于控制包括人形机器人在内的各类机器人。
## 2. Israel-based Xsight, which makes server networking and storage chips, raised $300M led by Fidelity Investments at a $2.8B post-money valuation
来源: Phoebe Liu / The Information
时间: 11:10 AM
总部位于以色列的Xsight公司主营服务器网络与存储芯片，由富达投资领投，完成3亿美元融资，投后估值达28亿美元。
## 3. Enterprise data pipeline startup DataBahn raised a $40M Series B led by Insight Partners, bringing its total funding to $59M
来源: Duncan Riley / SiliconANGLE
时间: 11:05 AM
企业数据管道初创公司DataBahn完成由洞察合作伙伴（Insight Partners）领投的4000万美元B轮融资，使其累计融资总额达到5900万美元。
## 4. Sources: Leopold Aschenbrenner's Situational Awareness has sold all of its public stock holdings after losses on AI stocks and a bad bet against software stocks
来源: David Faber / CNBC
时间: 10:55 AM
消息人士透露，由于在AI股票上出现亏损以及对软件股票的做空操作失败，Leopold Aschenbrenner的Situational Awareness已清仓了其所有公开持股。
## 5. Tens of millions of South Korean retail investors, the market's biggest buyers in 2026, were caught in this week's tech selloff, as Samsung and SK Hynix tumble
来源: Song Jung-a / Financial Times
时间: 5:00 AM
数千万韩国散户投资者——作为2026年市场的主要买家——在本周的科技股抛售中遭殃，三星和SK海力士股价大幅下挫。
## 6. Google's SynthID for watermarking AI images is hard to break, but watermarking can't change that there will always be ways to AI-generate content without labels
来源: Ryan Whitwam / Ars Technica
时间: 2:30 AM
谷歌为AI图像添加的水印技术SynthID难以被破解，但水印技术无法改变这样一个事实：始终存在无需标记即可生成AI内容的方法。
## 7. As the UK slips in Ookla's mobile download speed and Opensignal's network quality rankings, operators blame planning laws and low prices for underinvestment
来源: Financial Times
时间: 1:20 AM
随着英国在Ookla的移动下载速度和Opensignal的网络质量排名中下滑，运营商将投资不足归咎于规划法限制和低价策略。
## 8. In Q4, Microsoft marked a $3.2B gain for its Anthropic investment and booked a ~$600M loss for its OpenAI investment but noted a $5B gain on a full-year basis
来源: Julie Bort / TechCrunch
时间: 10:50 PM
在第四季度，微软在其Anthropic投资中录得32亿美元收益，而在OpenAI投资中录得约6亿美元损失，但全年整体录得50亿美元收益。
## 9. Microsoft reports Q4 capex up 70%+ YoY to $41B; an accounting change lowers its 2026 capex forecast to $175B from $190B, while spending plans remain unchanged
来源: Reuters
时间: 8:10 PM
微软报告称，第四季度资本支出同比增长70%以上至410亿美元；由于会计变更，其2026年资本支出预测从1900亿美元下调至1750亿美元，但支出计划保持不变。
## 10. Internal meeting: OpenAI CFO Sarah Friar told employees that the startup's annualized recurring revenue in July was higher than Q2's, “and Q2 was no slouch”
来源: CNBC
时间: 7:45 PM
内部会议：OpenAI首席财务官Sarah Friar告知员工，该公司7月份的年化经常性收入高于第二季度，“而第二季度也毫不逊色”
## 11. Microsoft reports Q4 Windows OEM and Devices revenue down 7% YoY, Xbox hardware revenue down 13% YoY, and Xbox content and services revenue down 10% YoY
来源: Emma Roth / The Verge
时间: 5:00 PM
微软报告称，第四季度Windows OEM及设备收入同比下降7%，Xbox硬件收入同比下降13%，Xbox内容及服务收入同比下降10%。
## 12. Arm reports Q1 revenue up 22% YoY to $1.29B, above $1.26B est., royalty revenue up 22% YoY to $715M, and forecasts Q2 profit above est.; ARM jumps 10%+
来源: Reuters
时间: 4:50 PM
ARM第一季度营收同比增长22%至12.9亿美元，高于预估的12.6亿美元；特许权使用费收入同比增长22%至7.15亿美元，并预计第二季度利润将高于预估；ARM股价飙升超10%
## 13. Meta reports Q2 free cash flow down 91% YoY to $784M, and now expects 2026 capex to be between $130B and $145B, compared to its prior forecast of $125B to $145B
来源: Reuters
时间: 4:41 PM
Meta报告第二季度自由现金流同比下降91%，至7.84亿美元，并预计2026年资本支出将在1300亿美元至1450亿美元之间，而此前预测范围为1250亿美元至1450亿美元。
## 14. Qualcomm reports Q3 revenue down 4% YoY to $9.95B, forecasts Q4 profit below est., and expects revenue from Apple to fall faster; QCOM drops 3%+
来源: Reuters
时间: 4:35 PM
高通第三季度营收同比下滑4%至99.5亿美元，第四季度盈利预期低于市场估计，且预计来自苹果的营收将加速下滑；高通股价下跌3%以上
## 15. Meta reports Q2 revenue up 28% YoY to $60.8B, family DAP up 3% YoY to 3.6B for June, net income down 14% YoY, and forecasts Q3 revenue below est.; META drops 8%
来源: Meta
时间: 4:11 PM
Meta报告第二季度营收同比增长28%至608亿美元，6月家族日活跃用户（DAP）同比增长3%至36亿，净利润同比下降14%，并对第三季度营收预期低于市场估算；META股价下跌8%