AI 看世界・早报 EP15 | 2026.07.10 AI投资冷热分化

AI 看世界・早报 EP15 | 2026.07.10 AI投资冷热分化，钱都流向了哪里？� 本期看点AI投资冷热分化 · MiniMax 160亿港元 · 摩根大通降温论 · GPT-5.6上线但内忧外患 · 蚂蚁灵波世界模型2.0 · 具身智能加速 · SK海力士265亿美元IPO · 马斯克变脸� 内容概要1️⃣ AI投资冷热分化（头条） — 同一天两条新闻：MiniMax完成160亿港元融资，闫俊杰不领薪、拿出5%股份；摩根大通却说"AI投资热潮在降温"。不是钱少了，是钱在向头部集中。2️⃣ GPT-5.6上线但OpenAI内忧外患 — 产品上线成微软Copilot 365首选，但高层震荡（二号人物辞职）、Atlas关停、纽约时报起诉——三条线同时承压。3️⃣ 蚂蚁灵波世界模型2.0 — 小时级生成、Agent驱动，开源全球首个具身视频基模。昇视唯盛焊接机器人获数亿融资，支付宝Agent生态铺开。4️⃣ SK海力士创纪录IPO — 265亿美元超越阿里巴巴，7月13日挂牌纳斯达克。美商务部长敦促在美扩产，半导体格局持续重组。5️⃣ 快讯 — 马斯克盛赞Anthropic · Character.AI被罚15.8万欧 · Meta Muse Spark 1.1入局编程战场

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AI 看世界・早报 EP15 | 2026.07.10 AI投资冷热分化

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