OpenRouter estimates global large-model calls at 54.6 trillion tokens in the week July 6–12, up 12.6% WoW. Chinese models accounted for 27.58 trillion tokens, up 17.61% WoW and marking a seventh consecutive week of growth; US models logged 6.33 trillion tokens, up 47.9% WoW. Chinese models have outpaced US weekly calls for 11 straight weeks and remain the global leader. The global top six by weekly calls were all Chinese models; Tencent Hy3, currently in a time-limited free phase, ranked first w

1. 韩国央行预计AI驱动的芯片“超级周期”将持续，驳斥见顶担忧。 2. 韩国政府与执政党承诺加大芯片集群及AI投资项目支持力度。 3. GPT—5.6发布之际 马斯克与奥尔特曼隔空互怼。 4. 连续七周增长，中国大模型周调用量是美国4倍以上。 5. 三星电子正开发AI PC专用芯片GAIA，已向联想、惠普供样测试。 6. 腾讯洽购Manus？知情人士：腾讯仍将保留少数股东地位。 7. Meta AI生图功能惹争议 引发侵犯肖像权等担忧后已被下线。 8. 智谱创始人唐杰内部信称将开启Touch High（摸高）计划，“不登顶，就是失败”。 9. 韩国政府与执政党承诺加大芯片集群及AI投资项目支持力度。 10. 智元-蓝思机器人智能产线项目在惠州签约，计划首年机器人产能超1000台。

After U.S.-Iran fighting resumed, several ships have completed dark transits of the Strait of Hormuz by switching off AIS transponders while visible traffic has fallen sharply. Bloomberg-cited Kpler preliminary data show six bulk commodity carriers that crossed the strait last Sunday had AIS turned off. Over the past three days dark transits outnumbered visible passages; AIS tracking showed no recorded transits early Monday. Some vessels reappeared on both sides of the strait after last publicly reporting positions on the opposite side, consistent with transit with AIS disabled. Visible passage along the southern Oman-coast route has effectively stopped since last Wednesday; Iran-designated northern safety corridor still saw a small number of vessels through last Saturday. Iran has recently attacked ships using the Oman route, including vessels that had switched off transponders, which appears to have reduced activity on that corridor.