36氪
创投
2026-08-28
迈威尔科技第二季度净营收27.4亿美元，同比增长37%
迈威尔科技第二季度调整后每股收益为0.94美元，去年同期0.67美分，分析师预期0.93美元。迈威尔科技预计第三季度调整后EPS为1.05-1.15美元，分析师预期1.07美元。（财联社）
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迈威尔科技第二季度调整后每股收益为0.94美元，去年同期0.67美分，分析师预期0.93美元。迈威尔科技预计第三季度调整后EPS为1.05-1.15美元，分析师预期1.07美元。（财联社）
36氪获悉，恒大汽车8月27日晚在港交所公告，公司将于2026年9月8日（星期二）及2026年9月16日（星期三）举行董事会会议，藉以（其中包括）审议及批准集团的财务业绩。于2026年9月8日举行的会议上，董事会将审议及批准截至2024年及2025年12月31日止年度的年度业绩，以及截至2025年6月30日止六个月的中期业绩。于2026年9月16日举行的会议上，董事会将审议及批准截至2026年6月30日止六个月的中期业绩。应公司要求，股份已自2025年4月1日上午九时正起暂停于联交所主板买卖，以待刊发其尚未刊发的财务业绩及达成公司日期为2025年4月17日、2025年8月7日及2026年6月16日的公告所载的复牌指引，并将继续暂停买卖，直至进一步通知。
36氪获悉，长川科技公告，2026年上半年实现营收34.61亿元，同比增长59.72%；归母净利润9.64亿元，同比增长125.67%。
36氪获悉，8月27日收盘，美股三大指数集体上涨，纳指涨1.57%，标普500涨0.72%，道指涨0.2%。大型科技股涨跌不一，英伟达涨超8%，特斯拉涨超2%，微软涨超1%，苹果小幅上涨；亚马逊跌超1%，Meta、谷歌小幅下跌。热门中概股多数下跌，爱奇艺跌近6%，阿里巴巴、拼多多跌超2%，京东、网易、蔚来小幅下跌；哔哩哔哩、百度涨超3%，理想汽车小幅上涨。
Standardized driver interface aims to let devices talk to AI and each other.
Jeff Halter has done it again: after bringing back the single greatest After Dark module (Ben Haller’s Lunatic Fringe game, via a modern runtime named Lunacy ), he’s now released Afterglow: Running After Dark modules in the present day has involved fussy configuration of Mac OS emulators or vintage hardware. Even then, no single emulator or vintage computer can faithfully run every module: some animate too fast, some too slow. Afterglow is an emulator built specifically for running After Dark mo
Fun (but depressing?) data analysis project from Louis Abraham, showing how repetitive Claude is in the words it chooses when submitting GitHub pull requests. Abraham, in the project’s readme: GitHub pull request descriptions, grouped by the words they are written with rather than by anything they were told to look for: eight ways of writing, and every description belongs to one of them. One of the eight was 1.0% of the corpus at the start of 2025 and is 45% of it by the middle of 2026. If you w
Speaking of tariff refunds , here’s an official statement from Senator Elizabeth Warren from a few weeks ago: U.S. Senator Elizabeth Warren (D-Mass.) wrote to Target, Apple, Amazon, Nike, Motorola, Walmart, and Energizer pushing these companies — each of which have or are expected to receive massive rebates from the Trump Administration for tariffs paid last year — to provide refunds to customers. “I urge you to pass along any refund you may receive to the consumers who paid higher prices for yo
xAI accused of training Grok on real and AI-generated child pornography.
美国Marvell财报与电话会 重要性: ★★★★ 今值: - 预期: - 前值: -
Ryan Christoffel, 9to5Mac: Apple confirmed to 9to5Mac that the ads rollout in Maps began in the last few days. And it will continue ramping in the weeks ahead to all users. There are two places you’ll find ads in the Maps app: Before searching: Suggested Places in the search screen will feature an ad. After searching: Ads will appear in search results when relevant. Before searching, I saw an ad for an HVAC contractor 12 miles away in “Suggested Places”. Knock on wood but I currently have no HVA
Nicole Carpenter and Diego Argüello, reporting for Game Developer: “There was a specific window of time this year where we charged tariffs to customers,” Panic co-founder Cabel Sasser explained in an e-mail to Game Developer confirming the news. “We tried absorbing the cost for a while, but that was financially difficult for a small company like ours. We made the tariff a very obvious and clearly labeled line item on checkout for any customer affected.” Panic also set up a website to explain the
Alain Pannetrat, founder of Lectronz: Lectronz is a marketplace for open-source hardware makers and DIY electronics. Most of our sellers are not factories or well-funded start-ups. They are engineers, independent designers, and hardware enthusiasts working from spare rooms, garages, and tiny workshops. Some earn a living from their products. Some sell only a handful of boards each year. Others build ten units simply because they created something useful and want to share it with the community. O
Nvidia is nabbing critical infrastructure for open models as interest grows.
Zoph, who co-founded Thinking Machines Lab alongside Mira Murati and also served as the startup's CTO, led a brief stint at OpenAI and is now at Google.
Google's AI note-taking app, Gemini Notebook, can now pull information from the books you've purchased.
Expert Intelligence lets you add ebooks like those you’ve purchased from Google Play Books directly to a Gemini Notebook.
OpenAI on Wednesday revealed that reward hacking was a key driver behind the artificial intelligence (AI)-powered hack of Hugging Face last month, adding that it found evidence of misaligned behavior as early as late May.
The potential for AI to automate scientific research and manufacturing must be balanced with new risks, Anthropic says.
Some of the world's largest tech companies and AI startups have come together to decry the current state of cybersecurity and to advertise a new solution that they say can ward off a new generation of cyber threats.
Code reviewed by WIRED reveals the company is developing a feature that enables Codex to continue working proactively until it is “put to sleep.”
On Nvidia's earnings call Wednesday, CEO Jensen Huang casually announced the company had "achieved AGI," one of the tech industry's ultimate goals some of its biggest players have spent years chasing.
7月30日，习近平总书记主持召开中央政治局会议，深入分析当前经济形势，系统部署下半年经济工作，强调要“加力扩大内需、优化供给”，“有力推进‘两重’建设和‘两新’工作”，“扎实推进‘六张网’规划建设”，推动经济持续向新向优向好发展，努力实现“十五五”良好开局。这为我们把握经济工作的导向和重点提供了根本遵循。习近平总书记高度重视投资工作，强调要“完善扩大投资机制，拓展有效投资空间”，“增强投资增长后劲，继续发挥关键作用”，并创造性提出“投资于物和投资于人紧密结合”，深刻阐明了新形势下投资工作的战略定位和实践要求。当前，我国经济运行面临有效需求不足特别是供强需弱的突出矛盾，投资领域增速放缓、结构分化，社会上围绕投资的认识分歧较多，一些片面观点甚至极端论调不时出现。立足经济运行实际，深入贯彻落实党中央决策部署，有必要从经济规律出发，正本清源、明辨是非，正确认识新形势下投资的空间与方向，统一思想、凝聚共识，更好发挥投资在稳增长、调结构、惠民生中的关键作用，这既是破解当前经济发展难题的现实需要，也是增强长远发展动能的战略要求。 一、客观研判投资运行的形势和趋势 从统计数据看，今年上半年全国固定资产投资226370亿元，同比下降5.7%，这一情况需要高度重视。分析投资面临的挑战，既要剖析其背景，即内在的原因是什么；也要看趋势，即这种下行是短期的还是长期的。当前投资运行呈现总量调整、结构差异、动能转换的特征，并且有鲜明的阶段性特点。 传统领域调整是投资下行主因。上半年全国房地产开发投资完成38074亿元，同比下降18.0%，成为拉低整体固定资产投资的最主要因素；基础设施投资同比下降2.4%，制造业投资同比下降1.2%。传统领域投资出现增速回落，既与我国工业化、城镇化所处发展阶段的客观变化直接相关，也受到基层财政运行承压、传统信用创造机制效能有所弱化等因素影响，原有投资增长引擎已难以延续过去的拉动效应。这一变化并非投资动力整体“熄火”，而是传统增长动能逐步退坡、新旧动能接续转换过程中出现的阶段性现象。 投资结构正在发生积极变化。部分传统领域形成的拉低效应，并不掩盖投资运行中的亮点。上半年高技术产业投资同比增长4.6%，高于整体投资增速10.3个百分点。投资“向新、向智、向绿”特征持续强化，航空航天、电子信息、新能源等领域投资快速增长，具有先导意义的知识产权产品投资同比增长9.4%。大规模设备更新政策落地见效，企业技改升级需求得到持续释放，新的增长动能正在加速集聚。 后续投资边际改善态势有望延续。今年是“十五五”开局之年，一批重大工程项目正在有序推进，上半年工作重点主要集中在项目立项审批、资金落实等前期准备环节。进入三季度以后，重大项目将陆续转入施工建设高峰期，财政资金加快下沉并转化为实物工作量，设备更新相关政策效能持续释放，叠加后续可能出台的增量政策支持，整体投资形势有望逐步改善。这种趋势将是结构优化导向下的温和修复，而非刺激式反弹，投资回升动力与高质量发展的内在要求高度契合。 二、澄清投资领域的若干认识偏差 在投资领域面临短期挑战的时候，社会上对投资工作也出现了一些片面认识。对此，要理性客观看待，准确分析出现认识偏差的原因，有针对性地予以回应和澄清。 如何看待“投资饱和论”。有一种观点认为，我国基础设施、房地产历经数十年高速扩张，传统领域“该投的已经投完”，继续扩大投资容易引发产能过剩、造成资源浪费。这一认识存在明显的误区，其根源在于用静态视角评判投资需求，忽视区域梯度发展、需求迭代升级带来的新增投资空间。事实上，我国传统领域仍然蕴藏可观的投资潜力，仅企业技术改造与设备更新就具备数万亿市场空间；水利工程、市政设施、新型基础设施等领域补短板任务依然繁重。所谓“投资饱和”，更多体现为发展起步阶段基本硬件条件、基础公共服务供给实现从无到有的阶段性改善，并不代表投资需求整体见顶。进入高质量发展阶段，经济社会发展会持续催生新的投资需求。投资的内涵边界始终伴随产业变革与社会需求迭代不断拓展，不能仅凭大中城市基础设施趋于完善，就忽视中小城镇、广大农村地区基础设施提质升级的巨大空间；也不能以部分传统领域存量变化，否定新兴领域的增量投资潜力。过去投资重点更多是补齐交通、能源等传统基础设施欠账；现阶段投资重心转向算力网、新型电网、国家水网、物流网等现代化基础设施体系建设。投资从侧重产能规模扩张，转向更多聚焦技术改造、研发创新、大规模设备更新，投资范畴持续延伸，未来投资新赛道将不断拓展。 如何看待“投资消费对立论”。近年来，有一种观点不时出现，认为投资政策对经济增长的拉动效应已有所减弱，加大投资力度会挤压消费政策空间，甚至由此衍生出近乎“投资无用论”的极端判断。这种看法人为制造投资政策与消费政策的对立，割裂内需体系的内在联系，也有悖于宏观经济治理的客观逻辑。投资与
Gemini Omni 1.1 Flash brings a new suite of creative controls and generative video capabilities to developers.
在长时间鼓励之后，本月初微软开始要求员工限制 AI 使用。执行副总裁 Jay Parikh 在一封发给微软员工的邮件中要求工程师专注于业务成果，而非最大化 AI token 的使用量，为了“从 token 投资中获得更大的价值”，微软将比 Anthropic 模型更便宜的 OpenAI GPT-5.6 设为内部使用的默认模型。根据一份微软员工自愿提交的 AI 使用费账单：Customer and Partner Solutions 部门的一名员工在 28 天内的 AI 支出高达 2.8 万美元；多名员工支出超过 1 万美元；中位数约为每 28 天 300 美元，少数部门的 AI 支出仅仅为几十美元；CoreAI 部门的 AI 支出中位数最高为 975 美元。 https://www.solidot.org/story?sid=85018 https://www.gadgetreview.com/one-microsoft-employee-spent-28000-on-ai-in-28-days-now-the-company-is-watching-everyone
Gemini Omni 1.1 Flash brings a new suite of creative controls and generative video capabilities to developers.
At Google I/O, we launched Gemini Omni Flash in Google Flow, bringing new video editing capabilities to creatives. Today we’re rolling out updates via Gemini Omni 1.1 Fl…
Interactive visual aids and teacher-controlled practice materials — both built with Gemini — are launching for the new school year.
Meta 与美国多州就儿童隐私和消费者保护案达成和解，同意向各州支付总额将近 167 亿美元和解金，以及对青少年用户施加一系列社媒使用限制，包括每天不能使用超过两小时。最具深远影响的和解条款是 Meta 同意实施一系列新的保障措施。这些措施将对面向青少年的社媒运作方式起到实质改变。其中一项变更将启用“夜间屏蔽”功能：在默认设置情况下，从午夜至凌晨6时，青少年将无法访问 Facebook 和 Instagram。此外青少年账户在 Meta 旗下所有社媒的每日累计使用时长，默认上限为两小时。 https://www.theguardian.com/technology/2026/aug/26/meta-social-media-addiction-trial-settlement https://www.zaobao.com.sg/news/world/story20260826-9580594
美国8月堪萨斯联储制造业综合指数 重要性: ★★ 今值: - 预期: 10 前值: 9
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