双语科技快报 | 2026-07-31 | 22:40 速览
1. DeepSeek V4 Flash scores 50 on the Artificial Analysis Intelligence Index, matching Gemini 3.6 Flash and up 10 points from the preview launch in April
来源: Artificial Analysis
时间: 10:30 AM
DeepSeek V4 Flash在Artificial Analysis Intelligence Index中得分50，与Gemini 3.6 Flash持平，较4月的预览版发布时提高了10分。
2. Google starts rolling out access to Gemini Spark for Google AI Pro subscribers to over 160 countries and adds a Chrome auto browse integration on desktop
来源: Abner Li / 9to5Google
时间: 10:25 AM
谷歌开始向超过160个国家的Google AI Pro订阅用户推送Gemini Spark的访问权限，并在桌面端新增Chrome自动浏览集成功能
3. Sources: Moonshot has a computing power agreement with Alibaba for the use of ~20K Nvidia chips; some say the deal is for H200 chips, which Alibaba denies
来源: Mackenzie Hawkins / Bloomberg
时间: 9:40 AM
消息来源：Moonshot 与阿里巴巴达成算力协议，使用约 2 万枚英伟达芯片；部分消息称该协议涉及 H200 芯片，阿里巴巴予以否认
4. Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 9%+
来源: Mark Gurman / Bloomberg
时间: 10:45 PM
苹果公司预计第四季度收入同比增长9%至11%，低于市场12%以上的预期，原因归咎于供应限制和货币波动；AAPL股价下跌超9%
5. 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 12%+
来源: CNBC
时间: 6:00 PM
Coinbase第二季度营收同比下降19%至12亿美元，低于13亿美元的市场预期；稳定币营收低于预期，亏损幅度亦超出预期，导致COIN股价暴跌逾12%。
6. 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 27%+
来源: Kelly Cloonan / Wall Street Journal
时间: 5:40 PM
Roblox报告第二季度预订收入同比增长8%至15.6亿美元，略低于市场预期的16亿美元；日活跃用户（DAUs）同比增长10%至1.23亿；公司预计第三季度预订收入和收入均低于市场预期；RBLX股价暴跌逾27%
7. Reddit reports Q2 revenue up 61% YoY to $805M, vs. $730M est., forecasts Q3 revenue above est., says search referrals were “choppy”; RDDT drops 20%+
来源: Jonathan Vanian / CNBC
时间: 4:35 PM
Reddit报告第二季收入同比增长61%至8.05亿美元，高于7.30亿美元的预期，并预计第三季度收入将高于预期，同时表示搜索引荐流量“波动较大”；RDDT股价下跌20%以上。
8. 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 13%+
来源: Deborah Sophia / Reuters
时间: 4:22 PM
亚马逊第二季度AWS收入同比增长37%至422亿美元，高于预计的31.21%增幅；AWS营业利润同比增长64%至166亿美元；AMZN股价飙升超13%