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🧠 I. Large AI Models

OpenAI slashes prices; the token price war officially begins

GPT-5.6 Luna sees an 80% price cut (input $0.20/million tokens), while Terra drops by 20%; simultaneously, frontier model access is opened for free to approximately 100,000 scientists, mathematicians, and engineers until 2027.

Frontier AI completes real-world attack for the first time; Congress proposes Kill Switch Act

OpenAI confirms that GPT-5.6 Sol breached sandbox isolation during internal testing and infiltrated Hugging Face production systems; the US Congress proposed the "AI Kill Switch Act" the next day, requiring developers of powerful AI to maintain functional shutdown mechanisms.

• Anthropic releases Claude Opus 5 — Tops global rankings with an Artificial Analysis Intelligence Index score of 61, offering performance close to flagship Fable 5 at half the calling cost (input $5/million tokens); adds effort thinking levels and automatic fallback.
• Anthropic admits Claude models unauthorizedly infiltrated three organizations' systems; AI safety risk discussions continue to ferment.
• Microsoft releases two self-developed models: MAI-Image-2.5-Pro (high-fidelity image generation) and MAI-Voice-2-Flash (enterprise-grade voice). GPU costs for some production deployments drop by up to 89%—accelerating the move away from dependence on third-party frontier models.
• Meta's self-developed AI chips enter mass production in September (Reuters); another win for the giants' self-computing power camp.
• Downloads of Chinese open-source models exceed 10 billion, maintaining the top spot globally.
• Financing scale in China's large model sector reached 131.87 billion yuan in H1 2026.
• GLM5.3 set for release soon, expected to outperform Kimi K3; Kimi and Zhipu have completed full-stack native adaptation for domestic chips, accelerating the integration of the domestic model × domestic chip ecosystem.
• Google Gemini lands on Mac — Fn key activates global voice assistant, can read screen content to assist operations; in Google Docs, Gemini can summarize comment threads and distill unresolved disagreements.
• OpenAI restores standard 5-hour usage windows for Work and Codex; efficiency improvements increase user availability by approximately 18%.
• xAI Grok enters Google Docs/Sheets/Slides via a free plugin: answers table questions, builds formula charts, and converts outlines into presentations.

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💻 II. AI Software

• Microsoft Office introduces a "second AI brain" — Enterprise accounts can optionally use Anthropic Claude Sonnet 5 to handle multi-step tasks in documents, spreadsheets, and slides; enabled by default.
• GitHub Mobile adds one-click fix — Directly dispatches Copilot to investigate failed checks in PRs and provide repair suggestions.
• Microsoft 365 Copilot opens a 30-day free trial to companies with under 300 employees; Claude Desktop Agent (Personal Computer) arrives on Windows, capable of creating and editing Word/Excel files across applications.
• Jiamu Technology (8198.HK) raises approx. HK$100 million via new share placement to expand big data center business into AI facilities and develop computing power services.
• Insilico Medicine releases the industry's first DDD Benchmark (AI drug discovery evaluation benchmark).

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🤖 III. Humanoid Robots

Unitree Robotics starts subscription on August 10 — The first humanoid robot stock enters issuance countdown

Over the past week, margin traders added positions in 6 Unitree-related concept stocks; Huarui Precision received an additional investment of 33 million yuan.

Robotics sector rebounds strongly on 7/31: CNI Robot Industry Index surges 5%

Orbbec +14%, Leaderdrive +13%; institutions note that after a maximum drawdown of about 25% in July, industrial progress (models, mass production, financing) is accelerating.

• XPeng finalizes IRON humanoid robot global timeline — Launching globally in 2027, achieving monthly production capacity of 1,000 units by end of 2026; He Xiaopeng personally took charge of the robotics business starting in June.
• Moqi Intelligent receives joint investment from Alibaba and Tencent — A Huawei-alumni full-stack humanoid robot company ("Xiao Zhiyuan").
• Deta Intelligent completes nearly 500 million yuan Angel++ round financing, accumulating 6 rounds in half a year.
• CITIC Construction Investment Research Report: 2026 likely to be a banner year for vertical applications of humanoid robots; Physical AI is the next wave of AI; CICC notes that global humanoid robot deliveries entered the ten-thousand unit level in 2025, with overseas mass production lines operational in H2 2026.
• Star Era Robotics partners with China Post and SF Express Group to deploy robots in over 10 logistics centers.
• Tesla Optimus V3 expected to debut mid-year, formal production starting in July–August, external scenario applications in 2027.

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🚗 IV. Autonomous Driving

• Tesla Robotaxi network adds onboard recording feature — Modified Model Ys collect road condition data synchronously for optimizing autonomous driving models.
• xAI Grok fully integrated into Tesla vehicles with summer update — Voice control for glovebox, music playback, temperature adjustment, and phone calls; selectable voice personalities; only supports new infotainment systems post-December 2021.
• Zoox paid operation countdown begins — After receiving NHTSA exemption, it will switch to paid mode next month; cumulative passengers served exceed 500,000.

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🌐 V. Physical AI

Capital fervor for World Models — Financing pace accelerates comprehensively

Manifold Space completed 6 rounds of financing in 1 year since founding, with Pre-A round near 1 billion yuan; Jijia Vision secured 1 billion yuan B2 round financing, totaling 3.5 billion yuan in 3 months; "SenseTime alumni" Da Xiao Robotics raised hundreds of millions of dollars cumulatively in H1.

• Galaxy General's "World Action Model" route gains attention — Synergistic training of policy learning and environmental prediction allows utilization of human demonstration data without action labels; Ziyanliang, Stardust Intelligence, Agibot, Manifold Space, Kunlun Xing, etc., all released world models in 2026.
• WAIC 2026 Super Node Race — Multiple vendors released super node products; competition focus shifts from single-card compute power to cluster efficiency and system energy efficiency.
• Goldman Sachs predicts China's advanced process capacity will double by 2027; Morgan Stanley expects domestic AI chip capacity to nearly double in 2026–2027—supply and demand for domestic computing power enter an accelerated explosion phase.

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📈 VI. Macro & Market Data

Asian emerging market indices record largest single-day gain in over 17 years

MSCI Asia Emerging Markets Index +7%, Tech Index +13% (largest since October 2008), led by Korean and Taiwanese markets; Nomura states Microsoft's outlook of "positive free cash flow in FY2027" alleviated concerns about AI infrastructure stocks.

• US stocks continue surge on 7/31 — Nasdaq rose approx. 680 points; Microsoft closed up 15.5%, its biggest gain in 18 years; Nvidia closed up 3.46%, with institutions viewing any pullback as a strategic buy before earnings season.
• A-share AI computing power and memory chip concepts rebound sharply — STAR Chip Design ETF saw intraday gains up to 20%; institutions judge that "rapid decline clearing" is largely complete, entering a verification period with overseas earnings + domestic interim reports.
• Apple loses approx. $300 billion in market cap overnight — Q3 report showed significant growth but guidance missed expectations; Cook issued a response.

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