1. DeepSeek将完成1000亿元融资。
2. DeepSeek考虑入局具身智能，梁文锋正密集与相关创业者交流。
3. Meta发布Muse Wonder模型，扎克伯格称已进入AI前沿。
4. Omdia：预测到2031年AI功能将在网络应用支出中占比12%。
5. 上海启动加快发展新一代智能制造行动，到2028年推动8000台人形机器人进工厂。
6. 历经14个月，Meta推出具备“前沿级能力”的Muse Wonder AI模型。
7. Qoder上线Fast模式，生成速度提升超150%，Token消耗减少27%。
8. 辽宁：按算力合同实际发生金额给予最高30%补贴。
9. 英国与美国协调AI模型测试权限，此前特朗普限制模型共享。
10. 英特尔、博通CEO警告：资金获取能力可能成为制约人工智能（AI）热潮的一大因素。
11. 字节跳动Seed单独设立大模型安全与对齐部门
12. 据The Information：OpenAI据悉拟“复活”Sora(Historical earnings: For fiscal 2026 Q2 ended 2026-05-03, Broadcom reported basic EPS of 3.51 and diluted EPS of 3.41. In the prior-year period ended 2025-05-04, basic EPS was 2.23 and diluted EPS was 2.17. For fiscal 2026 Q1 ended 2026-02-01, basic EPS was 1.55 and diluted EPS was 1.5. In the prior-year period ended 2025-02-02, basic EPS was 1.17 and diluted EPS was 1.14. For fiscal 2025 full year ended 2025-11-02, basic EPS was 4.91 and diluted EPS was 4.77. In the prior fiscal year ended 2024-11-03, basic EPS was 1.27 and diluted EPS was 1.23. Consensus expectations: For fiscal 2026 Q4, the consensus EPS estimate is 3.8966 and revenue estimate is USD 35.568 billion. For fiscal 2027 Q1, the consensus EPS estimate is 4.1626 and revenue estimate is USD 37.795 billion.)