双语科技快报 | 2026-07-31 | 18:55 速览
## 1. The EU Commission charges Temu with failing to cooperate during a December 2025 raid on its Dublin HQ as part of a probe into the company's foreign subsidies
来源: Inti Landauro / Reuters
时间: 6:50 AM
欧盟委员会指控Temu在2025年12月对其都柏林总部进行的搜查过程中未予配合，此次搜查是对其获得外国补贴问题调查的一部分。
## 2. Letter: Situational Awareness is down ~67% in July, but remains up ~80% in 2026; sources say it planned to sell $3.5B of its Anthropic stake but backed out
来源: Wall Street Journal
时间: 6:20 AM
信：七月份的情境感知能力下降约67%，但2026年仍增长约80%；消息人士称其原计划出售所持Anthropic股份的35亿美元，但后来放弃了这一计划
## 3. Chinese state media: Xi Jinping called for more defense applications using autonomous and AI technologies, as he pushes to build an advanced fighting force
来源: Josh Xiao / Bloomberg
时间: 6:05 AM
中国官方媒体：习近平呼吁在国防中应用更多自主和人工智能技术，以推动建设先进的战斗力量
## 4. DeepSeek rolls out the official V4 Flash API in public beta, touting enhanced agent capabilities and benchmark scores “far surpassing” V4 Pro Preview
来源: Newley Purnell / Bloomberg
时间: 5:55 AM
DeepSeek 推出官方 V4 Flash API 公共测试版，称其智能体能力和基准分数“远超”V4 Pro 预览版
## 5. New York sues Kalshi for alleged violations of its gambling laws; the CFTC files an emergency motion to stop the state's enforcement, calling it an “overreach”
来源: Jonathan Stempel / Reuters
时间: 5:45 AM
纽约州以涉嫌违反其赌博法为由起诉Kalshi；美国商品期货交易委员会（CFTC）提出紧急动议，要求停止该州的执法行动，并称此为“越权行为”。
## 6. Google Earth's Nano Banana 2 feature allows users to create fake satellite images, such as a nuclear plant in Iran; Google says the images have AI watermarks
来源: Henk van Ess / Digital Digging
时间: 5:01 AM
谷歌地球的“纳米香蕉2”功能允许用户生成虚假卫星图像，例如伊朗的一座核电站；谷歌表示，这些图像带有AI水印
## 7. Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 7%+ pre-market
来源: Mark Gurman / Bloomberg
时间: 10:45 PM
苹果预计第四季度营收同比增长9%至11%，低于市场普遍预估的12%以上水平，主要原因在于供应限制和货币波动；美股盘前交易期间，苹果股价下跌逾7%。
## 8. Coinbase reports Q2 revenue down 19% YoY to $1.2B, vs. $1.3B est., stablecoin revenue below est., and a wider-than-expected loss; COIN drops 8%+ pre-market
来源: CNBC
时间: 6:00 PM
Coinbase报告显示第二季度营收同比下降19%至12亿美元，低于预计的13亿美元；稳定币业务收入低于预期，且亏损幅度超出预期；COIN盘前下跌超8%
## 9. Roblox reports Q2 bookings up 8% YoY to $1.56B, vs. $1.6B est., DAUs up 10% to 123M, forecasts Q3 bookings and revenue below est.; RBLX drops 19%+ pre-market
来源: Kelly Cloonan / Wall Street Journal
时间: 5:40 PM
Roblox第二季度预订额同比增长8%至15.6亿美元，低于市场预期的16亿美元；日活跃用户数（DAUs）增长10%至1.23亿，并预计第三季度预订额和收入将低于预期；RBLX盘前下跌超过19%
## 10. Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 9%+ pre-market
来源: Jonathan Vanian / CNBC
时间: 4:35 PM
Reddit报道第二季度营收同比增长61%至8.05亿美元，高于7.30亿美元的市场预期；预计第三季度营收将高于市场预期，并表示搜索引荐流量“波动较大”；RDDT盘前股价下跌逾9%
## 11. Amazon reports Q2 AWS revenue up 37% YoY to $42.2B, above estimates of a 31.21% increase, and AWS operating income up 64% to $16.6B; AMZN jumps 12%+ pre-market
来源: Deborah Sophia / Reuters
时间: 4:22 PM
亚马逊报告第二季度AWS营收同比增长37%至422亿美元，高于预期的31.21%增幅，AWS营业利润同比增长64%至166亿美元；AMZN盘前大涨12%以上