QUALCOMM SHARES UP 10% AFTER ANALYST SAYS CO WORKING WITH OPENAI TO DEVELOP SMARTPHONE PROCESSORS

1. DeepSeek：預計下半年昇騰950超節點批量上市後 V4-Pro模型價格會大幅下調。 2. 階躍發佈新一代自動語音識別模型StepAudio 2.5 ASR。 3. 谷歌計劃向Anthropic投資高達400億美元。 4. 中國智能眼鏡市場爆發式增長。 5. DeepSeek-V4上線國家超算互聯網。 6. 百度智能雲上線DeepSeek-V4。 7. 華爲DCS AI解決方案全面支持DeepSeek-V4。 8. 太初元碁完成DeepSeek-V4深度適配與協同優化。 9. Meta與亞馬遜達成鉅額協議，將使用亞馬遜產品進行AI開發。 10. 摩爾線程：攜手智源FlagOS，完成DeepSeek-V4-Flash Day-0適配。 11. 瑞士監管機構稱Mythos將構成金融風險。 12. 加拿大曼尼托巴省擬禁止未成年人使用社交媒體及AI聊天機器人。 13. OpenAI創始人就未向警方舉報槍擊案嫌疑人一事致歉。 14. 美團萬億級參數大模型開放測試，訓練全程由國產算力集羣完成。

China is slowing approvals for offshore borrowing, with the NDRC taking four to six months, and up to nine months in some cases, to clear bonds and loans, about double prior timelines. The stricter process, requiring more detail on repayment and proceeds, is creating uncertainty as roughly $100 billion of offshore bonds mature this year. Some firms are turning to onshore loans, while refinancing pressure is set to peak at $131 billion next year.