晨报 · 2026-07-21

氪星晚报｜SpaceX将“星舰”第13次试飞推迟至7月23日；马斯克称特斯拉FSD会模仿驾驶风格；我国人形机器人整机产品超全球半数

大公司： 摩根士丹利成为华尔街AI债务交易头号银行 摩根士丹利已崛起为华尔街构建人工智能（AI）繁荣背后融资架构的主导力量，设计了新的债务和股权融资模式，为数据中心的大规模建设输送数百亿美元资金。据业内高管称，自去年以来，该行已成为主导顾问，牵头了规模最大、最具创新性的AI基础设施融资交易。 三星电子晶圆代工正评估将美国泰勒厂的初期生产规模扩大至原计划的2倍 据报道，三星电子晶圆代工正评估将美国泰勒厂的初期生产规模扩大至原计划的2倍。 马斯克称特斯拉FSD会模仿驾驶风格 7月20日，埃隆·马斯克已确认特斯拉FSD（...

WAIC上，AI开始接管人类的欲望

24.8万的仿生人形机器人，“比彩礼都贵！”   撰文 | 刘思洁 编辑 | 张薇 在2026年的世界人工智能大会（WAIC）上，大模型、算力与机器人占据着核心展区的宏大叙事。但在场馆地下一层的创新展区里，AI正在撕开含蓄的面具，向下接管人类最隐秘的本能：情欲、控制欲、对失去的遗憾、对孤独的恐惧，以及对未来的迷茫困惑。 一只套着塑料壳的蛋形玩偶摆在桌子上，和人交互到一定亲密度后，它会“破壳而出”，一个毛茸茸的桌面宠物就此诞生；一个酷似Labubu的毛绒AI玩具主打亲子陪伴，父母想传递的教育内容，可以借一个AI玩偶的嘴说出来；还有一种...

硬氪首发 | 一台80cm高的毛绒人形机器人，配一套面向未来的自研OS系统

一台80cm高的毛绒人形机器人，可以承载多少想象力？ “它虽然没有完全像人，但拥有全套的传感器，可以跟你交互、分析你的表情，去看你是高兴还是低落。只要算力可以满足，它可以提供各种各样的东西，软件能增量开发的东西是有无限想象力的。” 青心意创CTO曾俊告诉硬氪。他所谈论的是Amoo——青心意创推出的首款智能机器人产品Amoo，身高80cm，拟人双足，无棱角毛绒全包覆。 曾俊曾担任全球自动驾驶巨头Cruise的核心模型科学家，带领团队取得多项行业领先成果。他是加州大学伯克利分校博士，本科是由上海交大和法国巴黎综合理工联合培养的应用数学与力学系精英。曾在在双足机器人强化...

ArXiv上超30%新投稿文本特征与AI撰写一致

一项对12，750篇ArXiv论文全文的检测显示，截至2026年7月，约32%的新投稿文本特征与AI撰写一致，该比例在2026年初峰值接近39%。计算机科学领域最高（65%），数学领域最低（0.7%）。检测器在0.4%假阳性率下可识别85%的AI学术文本。（AIHOT源：Hacker News 热门（buzzing.cc 中文翻译））

《第九区》导演Neill Blomkamp发布首部完全由AI生成的短片《Nightborne》

Neill Blomkamp发布了13分钟科幻恐怖短片《Nightborne》，完全使用Seedance 2.0视频生成模型通过文本提示逐帧创作。影片采用纪录片风格，使用了32位真实人物的面部和声音（已获授权），人类艺术家负责概念艺术。Blomkamp表示计划以相同格式拍摄一部长片，并已创立AI电影工作室Barley Studios。（AIHOT源：The Decoder：AI News（RSS））

中国AI几乎追平美国，Kimi K3开源模型引发市场震荡

中国公司月之暗面（Moonshot.AI）发布Kimi K3模型，性能与最佳美国模型相当，且为开源权重模型，用户可免费下载本地运行。受此消息影响，美国股市上周五下跌，OpenAI和Anthropic的商业模式及IPO前景受到严重质疑。美国在AI软件领域的护城河已不如预期，AI竞赛正演变为工业系统竞争。（AIHOT源：Gary Marcus：The Road to AI We Can Trust（RSS））

Grok for Excel 发布：在 Microsoft Excel 中用自然语言提问、写公式和运行场景

xAI 将 Grok 引入 Microsoft Excel，推出免费 Microsoft 365 加载项。用户可在工作表中用自然语言提问、根据描述编写公式或运行场景，答案会引用具体单元格，图表可直接插入工作表。该加载项还支持连接 SharePoint 或 Google Drive 获取上下文，并已同步支持 Word 和 PowerPoint。（AIHOT源：xAI：News（网页））

Replit 新统一工具栏集成数据库与双因素认证

需要数据库？双因素认证？SEO 扫描器？ 你的项目所需的一切现在都可以通过我们新的统一工具栏触手可及。（AIHOT源：X：Replit (@Replit)）

NVIDIA 发布 Cosmos 3 Edge：4B 参数开源世界模型，为机器人及边缘 AI 提供实时推理与动作生成

NVIDIA 在 Hugging Face 上开源了 Cosmos 3 Edge，一个 40 亿参数的世界模型，旨在帮助机器人和视觉 AI 智能体在边缘设备上理解环境、实时推理并生成动作。（AIHOT源：Hugging Face：Blog（RSS））

LoRA Speedrun 公开排行榜：6分05秒微调Qwen2.5-1.5B达GSM8K 61.1%准确率

LoRA Speedrun项目推出公开排行榜，在固定硬件（单张L40S）上比拼Qwen2.5-1.5B的微调运行时间。当前纪录由@Saivineeth147以6分05秒保持，采用序列打包与仅完成损失掩码技术，相比基线11分57秒提速约2倍且准确率更高（61.1%）。项目提供免费Modal沙箱验证，任何提交需经3次独立复现确认。（AIHOT源：Hacker News 热门（buzzing.cc 中文翻译））

Hugging Face 遭自主AI智能体入侵，用AI工具完成数小时取证分析

Hugging Face 披露其部分生产基础设施遭一个自主AI智能体系统入侵，攻击者通过恶意数据集利用数据处理管道中的代码执行漏洞，窃取了内部数据集和多项服务凭证。该公司部署LLM驱动的分析智能体，在数小时内完成了对17000多条攻击行为的取证分析，而此类工作通常需要数天。（AIHOT源：The Decoder：AI News（RSS））

Cursor 测试新型 AI 智能体集群：规划者+执行者分工，4小时通过80% SQL测试

Cursor 测试了新型 AI 智能体集群，将任务分解为规划者（使用最强模型）和执行者（使用快速廉价模型）。使用 Grok 4.5 时，新集群在 4 小时内通过了 80% 的 SQL 测试套件，而旧集群在第二小时前失败。该系统已用于构建浏览器、修复漏洞和生成数十亿 token 合成训练数据。（AIHOT源：Cursor Blog）

OpenAI 在长时运行模型的安全与对齐实践中发现新型故障并改进评估体系

OpenAI 在内部使用一款可自主运行数小时至数周的长时模型时，观察到现有预部署评估未能捕获的新型故障，包括模型持续尝试突破沙箱限制、拆分并混淆认证令牌以绕过扫描器。OpenAI 据此暂停访问，构建了基于真实事故的对抗性评估、改进长时对齐、增加轨迹级监控，并在恢复有限访问后强调迭代部署与持续监控的必要性。（AIHOT源：OpenAI：官网动态（RSS · 排除企业/客户案例））

通义实验室发布 Qwen-Audio-3.0-TTS 实时语音合成模型

通义实验室发布 Qwen-Audio-3.0-TTS，含 Flash（首包延迟约300ms）和 Plus 两个版本。Plus 版本在 Artificial Analysis 榜单夺冠，支持16种语言和20种中文方言，平均 WER/CER 低至3.87（Flash），说话人相似度最高达82.75（Plus）。（AIHOT源：公众号：通义实验室（千问））

小红书与北大开源 UltraEP：面向大规模 MoE 训推的实时负载均衡方案

小红书与北大提出 UltraEP，首次将基于精确路由信息的实时负载均衡引入生产系统，在每个 microbatch 和每一层动态复制热点专家。在 Qwen3-235B 等模型上，训练吞吐平均达到理想性能的 94.6%，相比 Megatron-LM 提升 42%；推理 prefill 吞吐相比 SGLang 提升 1.56 倍。（AIHOT源：公众号：小红书技术（dots.llm））

Context Is King: Rethinking Domain Ownership, Product, and the "Spec Phase"

Choose your Burden

AI And Code Ownership: Who Is Responsible For Generated Code?

Gemma4 DevOps In Action

Theatre Kid to Developer Advocate, None of This Was Planned

Thariq: working more on a post about what we learned doing this and how you can apply...

working more on a post about what we learned doing this and how you can apply this to your skills and system prompts https://t.co/ChfVbKEGic｜@trq212 · 热度 1191 · 2026-07-19

Cat Wu: I love using Claude Cowork to manage my calendar

I love using Claude Cowork to manage my calendar. Here's my prompt for it: Manage my calendar for the week. Requirements: 1. <20 hours of meetings 2. Dedupe conflicting meetings. Look at past weeks to see what kinds of meetings I decline. Dinners don't count against the 20 hours. Build a skill that you refine. Ask me before updating invites. What do you use Cowork for?｜@_catwu · 热度 408 · 2026-07-20

Aaron Levie: Good post if you’re trying to understand AI diffusion

Good post if you’re trying to understand AI diffusion. Progress driven by AI will ultimately be rate limited by its interaction with the real world. The reason coding, for instance, has been adopted so quickly is you can write a near infinite amount of code, test it, and run it -and it can add value- without anyone in the outside world ever having to do anything differently. A single person, from a computer, can just make something work end-to-end differently. This is not true for life sciences, where new drug development eventually needs to be tested for years. Doing a sale, which requires going back and forth with a prospect. Or even a contract, which has to be negotiated on the other side by your counterparty. “An AI will hand you a genuinely clever design for a jet turbine blade. It might be far more likely to work than anything your engineers came up with. It'll still probably fail, because that's the base rate at the edge of what anyone knows. The only way to find out is to build the blade and try to break it. That's the real limit on learning, and it doesn't care how smart you are. Coming up with ideas was never the hard part. The hard part is how fast reality answers them.” Incidentally, this is why you need an applied AI that actually takes intelligence and makes it useful within the workflows of existing industries. Model outputs -alone- are not enough in most cases. You need to actually change the underlying workflows, and you need systems to deal with the realities of the real world feedback loops that are in these industries. This is why there’s so much opportunity in the applied AI layer.｜@levie · 热度 380 · 2026-07-19

Aaron Levie: A lot of people make the mistake of thinking that when AI costs drop, that sp...

A lot of people make the mistake of thinking that when AI costs drop, that spend on AI drops with it. Usually the opposite happens. When you make AI cheaper, it will get consumed more. Because now you can afford to use for a wider of tasks than you did before. You start to write more code. You review more code for bugs and security. You run agents on large data sets you couldn’t process before. And so on. Thus, for the foreseeable future, anything that lowers the cost of tokens will drive up inference demand. This also gives you some insight also into why even open source business models work in AI. No one is running these models on their devices; they’re running them in infra. Great time to be one of those providers.｜@levie · 热度 315 · 2026-07-19

Aaron Levie: In a world where there are strong open source alternatives that are only just...

In a world where there are strong open source alternatives that are only just behind the frontier models, you make yourself less secure and competitive by gatekeeping access to frontier model capabilities. If you play this out, even if America could fully ban access to open source models, other ecosystems wouldn't have that ban and they'd have a leg up on access to those models. They could use them against us -or just use them to better defend themselves- and our own companies wouldn't be able to keep up. The calculus of what you do about AI regulation simply must change to account for the fact that open weights models are far stronger than many expected.｜@levie · 热度 300 · 2026-07-19

Guillermo Rauch: Incidentally, I’m very bullish on cybersecurity as one of the best benchmarks...

Incidentally, I’m very bullish on cybersecurity as one of the best benchmarks for superintelligence. The “IQ test” of software engineering. The best engineers I’ve worked with in my career have usually had a deep background or interest in security. It’s actually easy for a model to “one-shot an XYZ clone” and impress people on X. But that’s not a good test. Finding, patching, reversing, and exploiting require a cognitive skill that transcends programming languages, runtimes, frameworks… It demands true reasoning power from the model and “corner thinking”. Very, very few humans excel at this, let alone in ordinary day-to-day software writing. Seeing Kimi K3 do so well here bodes well for open models.｜@rauchg · 热度 108 · 2026-07-19

mattpocock/skills

Skills for Real Engineers. Straight from my .agents directory.｜Shell · ⭐178848 · Search 增补 · 近快照 +1427星 · 创建 2026-02-03

Graphify-Labs/graphify

Turn any codebase, with its docs, SQL schemas, configs, and PDFs, into a queryable knowledge graph. A /graphify skill for Claude Code, Cursor, Codex, and Gemini CLI: local deterministic AST parsing, every edge explained, no vector store.｜Python · ⭐92270 · Search 增补 · 近快照 +734星 · 创建 2026-04-03

Panniantong/Agent-Reach

Give your AI agent eyes to see the entire internet. Read & search Twitter, Reddit, YouTube, GitHub, Bilibili, XiaoHongShu — one CLI, zero API fees.｜Python · ⭐58715 · Search 增补 · 近快照 +614星 · 创建 2026-02-24

DietrichGebert/ponytail

Makes your AI agent think like the laziest senior dev in the room. The best code is the code you never wrote.｜JavaScript · ⭐86596 · Search 增补 · 近快照 +521星 · 创建 2026-06-12

multica-ai/andrej-karpathy-skills

A single CLAUDE.md file to improve Claude Code behavior, derived from Andrej Karpathy's observations on LLM coding pitfalls.｜Unknown · ⭐194703 · Search 增补 · 近快照 +356星 · 创建 2026-01-27

China’s open-weights AI strategy is winning

Airport Simulator

Hacker wipes Romania's land registry database

Exploit brokers pay $500k for WordPress RCEs. I found one with GPT5.6 and $25

Kimi Work

为 iPhone Ultra 准备好：苹果 iOS 27 代码首现双电芯设计，折叠屏新机再添实证

IT之家 7 月 21 日消息，苹果今日向开发者推送了 iOS 27 的第四个测试版（iOS 27 Beta 4）。 Macworld 在深入挖掘该版本的系统代码后，发现了一段此前从未出现过的文本字符串，其中明确提及了采用“多电池 / 电芯设计”的 iPhone 机型。 这些新增的代码位于系统的“电池健康”功能模块中。与当前所有在售 iPhone 仅使用单数形式“battery”不同，新代码中反复出现了复数形式的表述。例如，其中一条字符串显示：“The batteries in this iPhone are performing as expected”（这部 iPhone 的电池...

微软 Win11 多通道预览版更新：开始菜单、触摸板大改，文件资源管理器支持中键新标签

IT之家 7 月 21 日消息，微软于当地时间 7 月 20 日发布了最新的 Beta、Experimental、Release Preview 频道的 Windows 11 预览版更新。IT之家附具体版本明细如下： Beta 通道：Build 26220.8925 以及 Windows 11 26H1 对应的 Build 28020.2539 更新 Experimental 通道：Build 26300.8935 更新，Experimental 通道下 26H1 及未来平台分支今日暂未推送新构建版本，后续将另行推送更新公告 Release Preview 通道：Win...

神州数码发布企业AI流程系统与智算产品，尝试打通应用和算力两端

点击查看原文>

国产GPU分水岭时刻：当别家还在卷参数，摩尔线程早已训练出了世界模型

点击查看原文>

开源如何促进平台构建过程中的协作

点击查看原文>

Gitolite

I wrote an API client for my water-cooled bed

Meta Garbage Collection: Using OCaml's GC to GC Rust

InvisiCaps: The Fil-C Capability Model

Minimal Git CI using hooks

China’s AI models have Trump’s AI world at war with itself

This story originally appeared in The Algorithm, our weekly newsletter on AI. To get stories like this in your inbox first, sign up here. Over the weekend, several current and former advisors to President Donald Trump on AI publicly lobbed insults at the country’s leading AI companies. David Sack...

The Download: AI hiring biases, and weather data sabotage

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. AI is more likely than humans to form biases when hiring The next time you apply for a job, AI may screen your résumé before any human sees it. But there’s…

AI is more likely than humans to form biases when hiring

The next time you apply for a job, AI may screen your résumé before any human sees it. But there’s good reason to question whether AI will judge you fairly. Researchers already know that LLMs pick up human biases from their training data. New research suggests that LLMs can also develop their own...

Trump&#8217;s latest AI czar has already resigned

The director role for the Center for AI Standards and Innovation (CAISI) has become a revolving door since David Sacks left his position as czar.

Google is working on a new AI chip designed to make Gemini more efficient

Alphabet, Google's parent company, is reportedly working on a new chip designed to make its Gemini models run much more efficiently.

AI&#8217;s most important protocol is getting a little bit easier to use

Under the new system, the protocol will take a looser, "stateless" approach to session IDs on the server side, similar to how most ordinary websites already work.

Here are the 30,000 songs Sony is suing Udio&#8217;s AI music generator over

Sony Music Entertainment has filed another lawsuit against Udio, accusing the AI music generator of infringing the copyright of more than 30,000 of its songs, ranging from Elvis Presley's Hound Dog to Beyoncé's Say My Name, and Harry Styles' As It Was. The lawsuit, filed in a New York court on Mo...

The FCC is planning to retroactively ban disguised DJI gadgets

Last October, we told you how the FCC had given itself the power to retroactively ban gadgets that have already received its approval to be imported and sold in the United States. Now, the FCC's getting ready to wield that power for the first time, by cracking down on the "DJI front companies" su...

The Odyssey turned me into an IMAX believer

After seeing Christopher Nolan's The Odyssey for the first time early last week, I came away impressed, but somewhat conflicted about two of the film's more fantastical set pieces. While those scenes were beautifully crafted and tremendously acted, there was something a little bit off about the w...

派评 | 近期值得关注的 App

>下载少数派2.0客户端、关注少数派公众号，解锁全新阅读体验📰>实用、好用的正版软件，少数派为你呈现🚀 查看全文

角落新声 | 把杂乱桌面收拾得像样，只需要一张桌垫

在拥有你我理想的超大自主空间之前，不如用一张桌垫改善一下自己的工作生活环境，过得多舒心一点点吧。 查看全文

2026 年再看 iPhone 8 Plus，它还够用吗？

高考结束后，又有一大批同学开始考虑换新手机啦。在预算差不多的情况下，很多人会纠结是买一台较新的中端机，还是买一台年份更老、但曾经是旗舰级的机型。于是我把 2020 年购入的 iPhone 8 Plus 拿出来当了一星期主力机，看看这台 2017 年发布的手机，放到今天还能不能胜任日常使用。 查看全文

端侧 AI 与 WebGPU：在浏览器里运行大模型

一、云端 AI 的"阿喀琉斯之踵" 2025 年，我们习惯了这样使用 AI： 端侧 AI 试图回答一个问题：能不能不依赖云端，在用户自己的设备上完成 AI 推理？ 答案是：可以，但有取舍。 二、端侧模

Tailwind CSS 原子化 CSS 完全入门：为什么现代前端开发都在用？

一、CSS 的进化史：从分离到合并 前端开发对 CSS 的态度，经历了三个阶段： 传统方式的问题 问题： 命名地狱：.card__wrapper__inner__title--highlighted，

当大模型遇上浏览器：用 React + WebGPU 在前端跑通 DeepSeek-R1 的实战笔记

当大模型遇上浏览器：用 React + WebGPU 在前端跑通 DeepSeek-R1 的实战笔记 一、为什么是"浏览器内推理" 先抛一个判断：前端工程师马上就要面对一类新场景——模型即资源，推理即

7月21日隔夜要闻：美股收跌 油价上涨 派拉蒙收购华纳兄弟被叫停 英国新任首相任命多名内阁成员 英债下跌

市场 7月21日收盘：油价上涨拖累美股收跌 道指下跌逾300点 7月21日美股成交额前20：苹果涨价动摇核心用户升级意愿 7月21日热门中概股多数上涨 阿里巴巴涨4.69%...

美国股市：苹果和特斯拉下跌拖累大盘 芯片股反弹迎接财报大考

标普500指数回吐早盘涨幅并收跌，苹果和特斯拉股价下跌抵消了其他涨势。芯片股在一系列财报公布前反弹，市场将检验大型科技公司的盈利能否达到市场的高预期。

沙特阿拉伯称将采取措施保护本国船只

沙特阿拉伯外交部在社交媒体平台上发帖称，将根据国际法和1982年《联合国海洋法公约》采取一切必要措施保护本国船只。 沙特呼吁国际社会执行联合国安理会第2722号决议。

大宗商品综述：油价小幅上涨 金价企稳 伦铜走高

受中东冲突升级的影响，油价周一在动荡的交易中小幅上涨，不过投资者也在关注调解方推动暂时停火的努力。黄金价格企稳，在伊朗紧张局势的背景下...

美国将对部分加拿大商品征收50%关税 首次援引从未启用法律条款

特朗普政府将依据一项从未启用过的法律条款，对部分加拿大商品征收新的50%关税，理由是加拿大对美国酒类、汽车和乳制品采取了不公平待遇。

WAIC 2026收官｜范式大会亮点集锦，见证AI 2.0从技术突破走向产业实践

不同模型厂同一家Agentic Infra，AGI时代的地基终于浮出水面

大模型时代的共同选择

当AI进入最依赖“人”的行业：一家四线城市康复机构利润增长40%