DeepSeek開源DeepInfer及配套協議組件，將推理服務核心能力進一步開放；OpenAI確認收購Orchestra Bio，把智能體擴展至藥物開發流程。SpaceX披露SI業務三季度收入75.6億美元、營業利潤轉正。另關注Anthropic財務會計口徑與蛋白設計研究、Google公共服務智能體，以及MiniMax免費版用量躍居第二。

NIO (09866.HK) founder Li Bin said at the 2026 World Intelligent Connected Vehicles Conference that the timing for L3 model mass production depends on national regulatory approval, and that the regulator’s timetable is now relatively clear. He said NIO’s hardware is ready, the technical team is confident it can meet requirements once permitted, and the company’s operations and direct-to-user service model are prepared for rollout.

KOSPI intraday gains widen to about 3%; SK Hynix up 6% (SKHY.O), Samsung Electronics up 4.6%.