双语科技快报 | 2026-08-02 | 06:40 速览
1. OpenAI says it is cutting the price of GPT-5.6 Luna by ~80% and the price of GPT-5.6 Terra by 20% after improving the efficiency of the systems that serve them
来源: Ina Fried / Axios
时间: 1:15 PM
OpenAI表示，在提升系统服务效率后，将GPT-5.6 Luna的价格下调约80%，并将GPT-5.6 Terra的价格下调20%。
2. LinkedIn introduces a “seems like AI slop” button to allow users to report posts they think are AI-generated
来源: Joseph Cox / 404 Media
时间: 1:00 PM
领英推出“疑似AI废话”按钮，允许用户举报他们认为由AI生成的内容。
3. 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和设备收入同比下降7%，Xbox硬件收入同比下降13%，Xbox内容和服务收入同比下降10%。
4. 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公布第一季度营收同比增长22%至12.9亿美元，高于预期的12.6亿美元；版税收入同比增长22%至7.15亿美元；并预测第二季度利润高于预期；Arm股价大涨超10%。
5. Meta reports Reality Labs Q2 revenue up 16% YoY to $431M, above $423.4M est., and a $4.62B operating loss, below $5.07B est.
来源: Jonathan Vanian / CNBC
时间: 4:45 PM
Meta报告称，Reality Labs第二季度营收同比增长16%，达4.31亿美元，高于预估的4.234亿美元；运营亏损为46.2亿美元，低于预估的50.7亿美元。
6. 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公布第二季度自由现金流同比下降91%至7.84亿美元，现预计2026年资本支出将在1300亿至1450亿美元之间，此前预期为1250亿至1450亿美元。
7. 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
高通公布第三季度营收同比下降4%至99.5亿美元，预计第四季度利润低于预期，并预期来自苹果的营收将更快下滑；QCOM股价下跌逾3%
8. Meta reports $2.4B in charges related to legal proceedings in Q2 and $1.18B in severance expenses in connection with the May 2026 layoff of about 8,000 staff
来源: Todd Spangler / Variety
时间: 4:27 PM
Meta报告第二季度与法律诉讼相关的费用为24亿美元，以及因2026年5月裁员约8000名员工而产生的11.8亿美元遣散费。
9. Microsoft reports Q4 Azure and other cloud services revenue up 43% YoY, above 40% est., and says Azure revenue in FY 2026 exceeded $100B for the first time
来源: Jordan Novet / CNBC
时间: 4:20 PM
微软公布第四季度Azure及其他云服务收入同比增长43%，高于40%的预期，并表示2026财年Azure收入首次突破1000亿美元。
10. 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公布第二季度营收同比增长28%至608亿美元，6月家族日活跃用户数同比增长3%至36亿，净利润同比下降14%，并预计第三季度营收低于预期；META股价下跌8%。
11. Microsoft reports Q4 revenue up 18% YoY to $90.1B, above $87.62B est., and says Microsoft 365 Copilot has 30M+ paid seats, up from 20M+ in Q3; MSFT jumps 15%+
来源: Microsoft
时间: 4:06 PM
微软公布第四财季营收同比增长18%至901亿美元，高于预期的876.2亿美元，并称Microsoft 365 Copilot付费席位已超过3000万，高于第三财季的2000多万；微软股价大涨逾15%
12. Waymo gradually resumes freeway routes, starting with Phoenix, more than two months after suspending them to improve performance around construction zones
来源: Kirsten Korosec / TechCrunch
时间: 3:56 PM
Waymo在暂停高速公路路线两个多月后，逐步恢复这些路线，先从凤凰城开始，以改善施工区域周边的性能。
13. Google launches its Lyria 3.5 music generation model in Google Flow Music, highlighting improved musicality, lyrics, vocal quality, and creative control
来源: Google
时间: 3:05 PM
谷歌在Google Flow Music中推出Lyria 3.5音乐生成模型，突出其音乐性、歌词、人声质量及创作控制能力的提升。
14. Thinking Machines Lab co-founder Lilian Weng is returning to OpenAI after announcing earlier this week she was leaving TML over workload-related health concerns
来源: The Information
时间: 2:35 PM
Thinking Machines Lab联合创始人Lilian Weng本周早些时候宣布，她因工作量相关的健康问题离开TML，现已重返OpenAI。
15. OpenAI launches ChatGPT for Academic Researchers, which gives 100K scientists, mathematicians, and engineers free access to its frontier AI models through 2027
来源: Ina Fried / Axios
时间: 1:30 PM
OpenAI为学术研究人员推出ChatGPT，到2027年将为10万名科学家、数学家和工程师提供其前沿AI模型的免费使用权限。