双语科技快报 | 2026-08-02 | 19:40 速览
## 1. As Taiwanese server makers expand in Mexico, the country has become the second-largest supplier of servers to the US, behind Taiwan, with $46.9B in YTD sales
来源: Financial Times
时间: 7:00 AM
随着台湾服务器制造商在墨西哥扩张，该国已成为美国第二大服务器供应来源，仅次于台湾，年初至今销售额达469亿美元。
## 2. 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月对其都柏林总部的突袭检查中未能配合，此次检查是调查该公司外国补贴的一部分。
## 3. 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
信函：情境感知公司7月份融资规模下降约67%，但2026年仍增长约80%；消息人士称，该公司原计划出售其持有的Anthropic股份中以套现35亿美元，但最终放弃。
## 4. 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：习近平呼吁更多运用自主和人工智能技术的国防应用，推动建设先进作战力量
## 5. 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正式发布V4 Flash API公开测试版，宣称其智能体能力增强，基准测试得分“远超”V4 Pro Preview
## 6. 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
纽约对Kalshi提起诉讼，指控其违反该州赌博法；美国商品期货交易委员会（CFTC）紧急动议，要求阻止该州的执法行动，称其“越权”。
## 7. SK Hynix and Samsung shares surge 20%+ in Seoul on Friday, marking a sharp reversal from this week's sell-off; Japanese stocks like SoftBank also rally
来源: Lee Ying Shan / CNBC
时间: 9:50 PM
周五，SK海力士和三星在首尔的股价飙升逾20%，与此前本周的抛售行情形成鲜明反转；软银等日本股票也出现上涨。
## 8. Chip stocks rallied Thursday after strong Microsoft and Lam Research earnings: Lam Research closed up 18%, Micron 18%, Sandisk 26%, Arm 7%, AMD 13%, Intel 11%
来源: Samantha Subin / CNBC
时间: 9:40 PM
芯片股周四在微软和泛林集团强劲财报后上涨：泛林集团收涨18%，美光涨18%，闪迪涨26%，安谋涨7%，AMD涨13%，英特尔涨11%
## 9. Apple CFO Kevan Parekh says Services surpassed 1.5B paid subscriptions, up from 1B in January 2025, but a gaming slowdown and App Store changes hurt growth
来源: Sarah Perez / TechCrunch
时间: 9:10 PM
苹果首席财务官凯文·帕雷克表示，服务业务付费订阅数已突破15亿，较2025年1月的10亿有所增长，但游戏行业放缓及应用商店政策调整影响了增长。
## 10. Microsoft's stock closed up 15.5% on Thursday, adding ~$450B to its market capitalization, the largest single-day market value increase in stock market history
来源: Subrat Patnaik / Bloomberg
时间: 8:55 PM
微软股价周四收涨15.5%，市值增加约4500亿美元，创下股市历史上单日市值最大增幅。
## 11. Tim Cook says Apple expects “the impact from the supply constraints to increase significantly sequentially” and the market pricing for memory to keep rising
来源: Juli Clover / MacRumors
时间: 8:35 PM
蒂姆·库克表示，苹果预计“供应限制带来的影响将环比显著增加”，且内存市场的定价将继续上涨。
## 12. Anthropic says the models that breached three companies include Opus 4.7, Mythos 5, and an unnamed research model, and the earliest incidents date back to April
来源: Robert McMillan / Wall Street Journal
时间: 8:05 PM
Anthropic表示，泄露三家公司的模型包括Opus 4.7、Mythos 5以及一个未命名的研究模型，最早的事件可追溯到4月。
## 13. Apple reports Q3 revenue from Services, which includes the App Store, Apple TV, Apple Music, iCloud, and more, grew 12% YoY to $30.74B, vs. $31.36B est.
来源: Todd Spangler / Variety
时间: 4:55 PM
苹果公布第三季度服务业务营收，涵盖App Store、Apple TV、Apple Music、iCloud等，同比增长12%，达到307.4亿美元，而市场预期为313.6亿美元。
## 14. Apple reports Q3 revenue up 16% YoY to $109.42B, above $108.65B est., net income up 27% to $29.79B, and China revenue up 22% to $18.82B, below $19.6B est.
来源: Apple
时间: 4:41 PM
苹果公布第三财季营收同比增长16%至1094.2亿美元，高于市场预期的1086.5亿美元；净利润增长27%至297.9亿美元；中国市场营收增长22%至188.2亿美元，低于市场预期的196亿美元。
## 15. Russia charges Pavel Durov with facilitating terrorist activity, alleging that Telegram was being used by Ukrainian spies to organize attacks inside Russia
来源: Reuters
时间: 3:55 AM
俄罗斯指控帕维尔·杜罗夫协助恐怖活动，声称乌克兰间谍利用Telegram在俄罗斯境内组织袭击。