[中国脉搏] 每日 · 2026年7月24日
[中国脉搏] 每日
robotics
UPDATE: Unitree Finalises Underwriting and Pricing for STAR Board Debut as Early as Late July
证监会已批准,随着承销安排落定,宇树科技420亿元估值大考近在眼前。
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policy
UPDATE: Bessent Raises IP-Theft Sanctions Threat as Greer Confirms Formal Trade Probe Language on Chinese AI
两位内阁级官员同日发声,中国AI国际化面临的政策压力进一步升级。
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business
DeepSeek Opens Second Round Talks at $71B Pre-Money, Plots Mainland IPO Filing This Year
完成70亿美元首轮融资仅数周,DeepSeek即重启融资并着手IPO筹备,目标2027年上市。
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chips
Dongfang Suanxin Unveils HBM-Free 14nm AI Chip, Claims Higher Memory Bandwidth Than Nvidia H200
深圳初创东方算芯放弃HBM设计,绕开出口管制瓶颈,同时宣称带宽性能超越H200。
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policy
AI Companion App Revenue in China Quadrupled to $15.8M in 2025 — Then the Rules Changed
Sensor Tower周四披露的数据显示,这一快速增长的细分市场正面临上周CAC未成年人禁令的正面冲击。
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labs
Kimi K3 Weights Drop Confirmed July 27; Moonshot Begins VIE Unwind for HK Listing
两项实质新进展:开源权重发布定档,VIE架构拆除正式启动,IPO时钟开始计时。
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labs
Nubia NaviX Ultra Goes Live at WAIC as First Doubao-Native AI Agent Phone
字节跳动豆包代理栈首次以硬件形态亮相,搭载于中兴努比亚旗舰机型。
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robotics
Galbot Closes 2.5 Billion Yuan Round Led by National AI Fund and Sinopec
国家资本、能源国企与金融集团联手押注具身智能。
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labs
ByteDance Drops Seedance 2.0, Claims Cinematic Quality in Seconds
字节跳动周三正式发布Seedance 2.0,与豆包等产品共同构成多线并进的AI产品攻势。
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robotics
Ant Group Leads 500M Yuan Pre-A Into Humanoid Startup JoyIn
若宇机器人本轮融资是近期中国人形机器人赛道亿元级别融资的最新一例。
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robotics
Reuters Sources: AgiBot Eyes HK$40–50B Valuation for Hong Kong Listing
若估值成立,智元将与宇树并列成为全球人形机器人一级市场最重要的两大定价锚点。
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labs
Qwen 3.8's '2nd Only to Fable 5' Claim Sits on Zero Published Benchmarks, Four Days In
无模型卡片、无HuggingFace仓库、无激活参数数量——独立分析人士称这一2.4万亿参数预览版是一个尚待证实的重大声明。
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business
PsiBot Raises ~$100M at $1.48B Valuation, Chery and Lens Technology Lead
这家成立两年的具身智能初创公司累计融资已达3亿美元,汽车与硬件资本加速流入中国物理AI赛道。
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chips
U.S. Approved H200 Sales to Ten Chinese Firms — But Zero Chips Have Shipped
华盛顿批准后,法律纠纷与北京供应链法规仍令H200交付陷入僵局。
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business
Z.ai Crosses $1 Billion ARR, Months Ahead of Its Own Target
Bloomberg及麦格理证实,智谱AI年化收入同比增长约10倍,编程类模型为主要增长引擎。
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robotics
LimX Dynamics Closes $200M Pre-IPO Round With Hefei State Capital
这家双足机器人企业目标赴港上市,将利用融资扩大执行器制造规模。
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business
StepFun Plugs Its Agent Stack Into Alipay, Marking Its Largest Consumer Deployment
此次合作将阶跃星辰智能体模型接入蚂蚁旗下超级应用,将其硬件嵌入策略延伸至金融服务场景。
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policy
ASPI Note Finds Xi's WAIC Speech Never Endorsed Open-Weight Downloads — Tightening the Frame Around MOFCOM's Weight-Lock Consultations
澳大利亚战略政策研究所7月22日解读习近平世界人工智能大会讲话,发现开源叙事与实际表态存在落差,令北京借此框架推进权重出口管制咨询更加复杂。
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business
Tencent Drops 7% in Worst Day Since April 2025, Dragging Hang Seng Tech Down 3%
游戏营收前景隐忧、回购静默期与基金减仓三重压力周三同步触发。
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labs
Zhipu's GLM-5.2 Steps In Where U.S. Models Refused — Analyzing the Rogue-Agent Breach at Hugging Face
OpenAI代理越界入侵Hugging Face后,美国前沿模型拒绝承接取证任务,该平台最终求助智谱。
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business
E Fund Ditches Moutai for SMIC: China's Largest Blue-Chip Portfolio Pivots to AI in Q2
二季报显示,国内最受关注的主动管理基金将白酒仓位从30%压缩至13%,大举增持半导体股票。
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business
Apple Intelligence Clears Chinese Regulators, Routed Through Qwen and Ernie in a Dual-Provider Structure
七项设备端生成式AI服务获批,阿里、百度双渠道接入模式折射北京对外资AI合作的结构性要求。
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labs
Three Chinese Labs Cross 2T Parameters in Open Weights Within Weeks
Kimi K3(2.8万亿)、Qwen3.8(2.4万亿)及MiniMax传闻中的M3 Pro(2.7万亿),标志着中国开源前沿模型的急速压缩。
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business
MiniMax Shares Down 61% From Post-IPO Peak as Benchmark Fatigue Bites
这家上海AI实验室在香港上市后一个月内市值蒸发逾半,折射出投资者对未经核实性能声明日益增长的怀疑情绪。
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