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🧠 I. Large AI Models

OpenRouter Weekly Rankings: DeepSeek V4 Flash tops global charts with 7.22 trillion tokens in a single week

The top five are all domestic models (DeepSeek, Xiaomi, Tencent Hunyuan); Chinese large model weekly call volumes have exceeded those of the US for fourteen consecutive weeks.

• Zhang Yiming: ByteDance "Refuses Distillation" — Not using others' outputs to boost rankings, insisting on self-developed polishing of underlying capabilities.
• A Chinese AI Model Thwarts OpenAI's "Unprecedented" Cyberattack — AI offense and defense enters the "machine vs. machine" stage, highlighting the defensive value of domestic AI.
• OpenAI Acquires Presentation Startup NextSlide — Team integrated into ChatGPT; office/productivity applications remain a key focus.
• Scientists Use AI to Design First Viruses — Seen as a milestone, but also raises concerns about AI being used for biological threats.

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💻 II. AI Software

Tencent WorkBuddy Becomes One of the Highest Priority Products in AI Application Strategy

Ads have spread from Beijing to Shenzhen; WorkBuddy dominates the feeds of top apps, showing Tencent's heavy bet on AI office tools.

• Google Requires Core AI Staff to Move Back to Silicon Valley, Spends $1.5 Billion on Programming Team — Addressing Gemini R&D pressure, "buying time with money."
• Ant Group's Bailing Opens Sources Ling-3.0-flash — Another addition to the domestic open-source large model army; competition in the open-source ecosystem heats up.
• OpenAI Acquires NextSlide — The path of large model vendors "competing on applications" becomes increasingly clear.

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🤖 III. Humanoid Robots

Unitree Sets IPO Price at 150.80 Yuan/Share, Corresponding to Post-IPO Valuation of Approx. 61 Billion Yuan

Pricing for the star humanoid robot company lands; the mapping between primary market valuation anchors and secondary market pricing becomes a focal point.

• Second World Humanoid Robot Games Kick Off on August 22 — New events include table tennis combat and 100-meter autonomous runs; tickets start at 98 Yuan.

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🚗 IV. Autonomous Driving

Huawei ADS Cumulative Mileage Exceeds 13.7 Billion Kilometers, Ranking First Nationwide

Avatr 07L launches with ADS 5, limited-time equity price starting from 219,900 Yuan; Qianli Zhijia ASD installations surpass 530,000 vehicles.

• NIO ES9 Achieves 20,000th Delivery in 73 Days — Sets record for fastest delivery of high-end pure electric vehicles in the 500k+ segment.
• Dongfeng Fengxing Xinghai V6 Huawei Edition Pre-sale — Large six-seater MPV starting from 104,900 Yuan; smart driving tech trickles down to the 100k segment.
• First Autonomous Vehicle on Mars Confirmed as Major Success — AI autonomous driving capabilities extend to deep space exploration.

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🌐 V. Physical AI

Envision Ulanqab Galaxy Base Goes Live: World's Largest AI Computing Super-Monolith

Million-card parallelism, million-Petaflops computing power; park total planning 2GW, with ultra-high proportion of direct green electricity connection.

• Samsung Releases Next-Gen AI Storage Roadmap — Showcasing zHBM and 400+ layer V10 NAND technologies.
• DeepMind's New Hurricane Prediction Model — Gives meteorological forecasters an extra day of warning time.

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📈 VI. Macro & Market Data

US Stocks Hit Record Highs Again on Friday: S&P 500 Closes at New High, Nasdaq Up 5.19% for the Week

Dow +0.28% to 54,036.93, Nasdaq +1.30% to 26,690.62, S&P +0.62% to 7,757.64. US July non-farm payrolls unexpectedly turned negative; markets reduced bets on Fed rate hikes.

• Sandisk Q4 Revenue Surges 372%, Data Center Income Nearly 13x — Plans $14 billion buyback; storage boom validated by earnings.
• Optical Communication Sector Rallies: Coherent +13%, Credo +8%, Lumentum +6%; major tech stocks broadly up, SpaceX +15%.
• Storage Stocks Broadly Down: Seagate -4%, Sandisk/Western Digital/SK Hynix -3%, contrasting with Sandisk's stellar earnings.
• China Auto Exports Reach 1.09 Million Units in July 2026, up 57% YoY.

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