AI 看世界・早报 EP34 | 2026.07.31 微软暴涨4500亿

�️ AI 看世界・早报 EP34 | 2026.07.31 微软暴涨4500亿，AI变现时代来了� 收听（约5分钟）� 本期看点微软暴涨15%，市值猛增4500亿美元创18年最佳微软Q4云业务增速超预期，AI巨额投入开始转化为收入，单日涨出一个腾讯的市值。GPT-5.6 Luna降价80%——OpenAI主动降价抢市场Luna输入降至$0.2/M tokens，性价比宣称已超DeepSeek V4 Pro，价格战在模型层正式打响。DeepSeek计划在内蒙古建1GW算力数据中心选址乌兰察布，利用天然低温降低散热成本，1GW相当于一座中型核电厂，DeepSeek从模型公司迈向算力运营商。苹果Q3营收利润双增长，但预警供应告急库克称内存价格"百年难遇"暴涨，Mac/iPad被迫提价，第四财季供应限制将显著加剧。超1100名AI公司员工联名请愿美国政府今年最大的AI行业内部公开发声，员工开始追问：我们造的东西该怎么被管？快讯串烧：谷歌DeepMind发布具身推理模型Gemini Robotics ER 2、领英新增举报AI垃圾帖文、特斯拉全球第1000万辆电动车下线

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AI 看世界・早报 EP34 | 2026.07.31 微软暴涨4500亿

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