AI 看世界・早报 EP18 | 2026.07.13 从芯片到应用AI底层重构

�️ AI 看世界・早报 EP18 | 2026.07.13 从芯片到应用AI底层重构**� 本期看点SK海力士265亿美元IPO · 苹果跳过M6直奔M7 · Meta Muse Spark 1.1 · AI淹没互联网 · OpenAI Codex取消限制 · 快讯� 内容概要1️⃣ **SK海力士美股上市，创史上最大外国IPO** — 募资265亿美元，股价大涨近13%，CEO警告明年存储短缺2️⃣ **苹果全面转向AI：跳过M6直奔M7芯片** — M7 Ultra最高支持1.5TB内存，为端侧AI做基础设施级投入3️⃣ **Meta发布Muse Spark 1.1多模态推理模型** — 让模型能看懂画面、操作界面、真正"做事"4️⃣ **AI正在淹没互联网：社交平台超1/4长文由AI生成** — LinkedIn成重灾区，可信度危机加剧5️⃣ **OpenAI Codex取消5小时使用限制** — 应对激增需求，"让用户随便用"而非"省成本"6️⃣ 快讯：HBM4明年翻倍 / AI主权财富基金 / 特斯拉Robotaxi清洁机器人� 关键词SK海力士 · IPO · 存储 · 苹果 · M7芯片 · AI芯片 · Meta · Muse Spark · 多模态 · OpenAI · Codex · AI内容 · HBM · 特斯拉

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AI 看世界・早报 EP18 | 2026.07.13 从芯片到应用AI底层重构

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