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双语科技快报 | 2026-08-01 | 22点速览

2026-08-01 techmeme

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双语科技快报 | 2026-08-01 | 22:40 速览

## 1. OpenAI says an internal version of Astra, its next big model, produced results for 10 problems in math, quantum complexity, and theoretical computer science

来源: OpenAI

时间: 10:35 AM

OpenAI表示,其下一款重要模型的内部版本Astra在数学、量子复杂性和理论计算机科学的10个问题上取得了成果。


## 2. South Korea plans to inject ~$14B into its sovereign wealth fund for strategic investments in AI, data centers, and infrastructure, after a rout in tech stocks

来源: Haram Lim / Bloomberg

时间: 11:10 AM

韩国计划向其主权财富基金注资约140亿美元,用于人工智能、数据中心和基础设施的战略投资,此前科技股遭遇抛售。


## 3. MediaTek says its board has approved a discretionary $5B financing budget to support long-term growth, including its expansion into AI chips for data centers

来源: Wen-Yee Lee / Reuters

时间: 10:55 AM

联发科表示,其董事会已批准一项50亿美元的自由支配融资预算,以支持长期增长,包括其向数据中心AI芯片领域的扩张。


## 4. 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智力指数上获得50分,与Gemini 3.6 Flash持平,较4月预览版发布时提升10分。


## 5. 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个国家的谷歌AI Pro订阅用户推出Gemini Spark的访问权限,并在桌面端新增了Chrome自动浏览集成功能。


## 6. 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

消息人士称,Moonshot与阿里巴巴达成算力协议,使用约2万块英伟达芯片;部分人称该协议涉及H200芯片,阿里巴巴对此予以否认。


## 7. Eric Trump-backed Space-Eyes, which develops AI-powered defense tech for the public sector, agrees to go public via a SPAC merger at a $638M valuation

来源: Reuters

时间: 8:15 AM

埃里克·特朗普支持的Space-Eyes,一家为公共部门开发人工智能国防技术的公司,同意通过SPAC合并上市,估值达6.38亿美元


## 8. How to plant a nuclear plant in Iran

来源: Henk van Ess / Digital Digging with Henk van Ess

时间: 5:01 AM

如何在伊朗种植一座核电站


## 9. Sources: Meta execs discussed strategy after repeated asks for money for Trump; Meta donated $10M to pro-Trump PAC, ~$22M to library, inauguration, and ballroom

来源: Wall Street Journal

时间: 11:40 PM

消息人士称,Meta高管在多次被要求为特朗普提供资金后讨论了策略;Meta向支持特朗普的政治行动委员会捐赠了1000万美元,并向图书馆、就职典礼及舞厅捐赠约2200万美元。


## 10. Apple forecasts Q4 revenue growth of 9% to 11% YoY, below a 12%+ estimate, citing supply constraints and currency fluctuations; AAPL drops 8%+

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12%以上的预期,理由为供应限制和汇率波动;苹果股价下跌超8%


## 11. 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报告第二季度营收同比下降19%,至12亿美元,低于预期的13亿美元;稳定币营收低于预期,亏损幅度大于预期;COIN股价下跌超过12%


## 12. 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

罗布乐思公布第二季度预订量同比增长8%,达15.6亿美元,低于预期的16亿美元;日活跃用户数同比增长10%,达1.23亿;预计第三季度预订量和营收将低于预期;RBLX股价下跌超过27%。


## 13. 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报告第二季度营收同比增长61%,达到8.05亿美元,高于预期的7.3亿美元;预测第三季度营收将高于预期,并称搜索推荐“波动不定”;RDDT股价下跌超过20%


## 14. 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

亚马逊公布第二季度AWS营收同比增长37%,达422亿美元,高于市场预期的31.21%增幅;AWS运营收入增长64%,达166亿美元;AMZN股价大涨逾13%。


## 15. Disney CEO Josh D'Amaro is leading a tech overhaul of Disney+ to close the gap with Netflix and YouTube, including better recommendations and vertical videos

来源: Bloomberg

时间: 7:10 AM

迪士尼CEO乔什·达马罗正领导迪士尼+的技术革新,以缩小与奈飞和YouTube的差距,包括改进推荐系统和竖屏视频功能。



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