晨报 · 2026-07-22

茅台涨了100元，白酒还欠3000亿

作者 |  谢芸子 编辑 |  张帆 茅台涨价也没能“扶起”白酒的颓势。 7月21日发稿前，贵州茅台股价回落1.47%至每股1308元；万得白酒指数也同步下跌1.47%至2926.9。 就在一个交易日前，受飞天茅台提价影响，整个白酒板块“高开高走”。古井贡酒涨停，包括贵州茅台、泸州老窖在内的诸多酒企皆涨超5%。 短短一天之内，市场情绪迅速降温，在消化提价利好后，投资者又开始重新审视白酒行业的结构性困境。 此次提价发生在7月18日。 当日起，2026年飞天53度500ml贵州茅台酒的官方零售价，由每瓶1539元调整为1639元，销售...

独家 | PICO创始人周宏伟将卸任，李晓凯成为新任业务负责人

文 | 李炤锋 编辑 | 张雨忻 智能涌现独家获悉，字节旗下XR（扩展现实）业务PICO近日完成业务负责人调整：由于个人规划原因，创始人周宏伟不再担任 PICO 负责人，李晓凯接任负责人，全面负责PICO业务。 据了解，此次管理交接不会影响PICO既定的战略方向、研发工作和产品计划。今年，PICO将按计划带来全新的混合现实（MR）产品。 作为 PICO 创始人，周宏伟在过去11年间为PICO的成长作出了重要贡献。PICO 内部已发布通知，确认周宏伟将离开公司，对周宏伟的长期投入与付出表示感谢。 李晓凯拥有多年消费电子及硬件产品研发与管理经验。自...

圆桌论坛：夏天周而复始·VC3.0| 36氪WAVES2026新浪潮

“2026年，创投圈的浪潮再次翻涌：AI从技术概念走进产业深水区，硬科技创业从“小众赛道” 变成“主流共识”，年轻的创业者们正在用代码和双手，重新定义中国创新的未来坐标。 每一年，由36氪 · 暗涌主办的WAVES大会，都是中国创投圈的年度风向标。 今年的 WAVES 2026以“今年盛夏”为主题，落地广州番禺良仓新造创意园，在两天的时间里，我们汇聚了顶级投资人、产业领袖、新锐创业者，用14场深度圆桌、数十场独立演讲，拆解 AI、硬科技、出海、医疗等核心赛道的底层逻辑，见证那些“少数人” 的坚持，如何汇聚成改变行业的浪潮。” 冯大刚｜36氪CEO（圆桌主持人...

OpenRouter 上线 Gemini 3.6 Flash 与 3.5 Flash-Lite

今日在 OpenRouter 上线：Gemini 3.6 Flash 和 Gemini 3.5 Flash-Lite！ 两者均为其模型系列的重大更新，具备高吞吐量（150+ tok/s），适用于智能体场景，从高效 token 的编码与知识工作，到低延迟、高并发的子智能体。 详情如下 🧵（AIHOT源：X：OpenRouter (@OpenRouter)）

OpenAI 与 HuggingFace 调查安全事件

我们正与 @huggingface 合作调查一起前所未有的安全事件。 具备网络能力的 OpenAI 模型在一次基准评估中攻破了 Hugging Face 的生产环境。 分享初步发现，帮助防御者了解新兴风险： https://openai.com/index/hugging-face-model-evaluation-security-incident/（AIHOT源：X：OpenAI (@OpenAI)）

OpenAI 在 ChatGPT 中正式推出广告服务

OpenAI 在 ChatGPT 中推出原生广告服务，允许广告主在用户探索选项、比较选择和做出决策时投放相关广告。广告在体验中明确标注并与回答区分，首批广告主包括 Best Buy、Lowe's 和 VistaPrint。广告主可通过 Ads Manager 创建广告系列、设置预算并优化效果。（AIHOT源：Hacker News 热门（buzzing.cc 中文翻译））

Laguna S 2.1 免费开源上线 OpenCode

Laguna S 2.1 现已在 OpenCode 上免费提供 1M 上下文窗口 · 完全开源 Poolside 迄今为止最强大的模型（AIHOT源：X：opencode (@opencode)）

OpenAI 发布奖励寻求行为新研究

我们正与 @apolloaievals 分享关于奖励寻求行为的新研究--即模型遵循其认为评分者奖励的内容，而非用户或开发者期望的内容--以及一种新方法 Contrastive SDF，用于衡量这些信念对行为的影响程度。 https://alignment.openai.com/measuring-reward-seeking/（AIHOT源：X：OpenAI (@OpenAI)）

Anthropic 如何保障AI原生软件开发生命周期的安全

Anthropic副首席信息安全官Jason Clinton披露，其软件工程师每季度交付的代码量是2021-2025年平均水平的8倍，Claude编写了约80%合并入库的代码。安全团队通过安全左移、硬访问与身份边界、自动化与智能体审查结合、关键节点引入人工审核等策略，应对被入侵或提示注入的智能体引入恶意变更等威胁，同时不显著拖慢开发速度。（AIHOT源：Claude：Blog（网页））

xAI 推出 Grok for Outlook 加载项

xAI 今日推出 Grok for Outlook，一个 Microsoft 365 加载项，可将 Grok 智能体嵌入邮箱，用于总结长邮件线程、以用户风格起草回复并整理收件箱。该工具即日起对所有付费 X 和 SuperGrok 用户开放，可从 Microsoft Marketplace 添加。（AIHOT源：xAI：News（网页））

Claude 不是编译器--它比编译器更好

Claude 等大语言模型能跨越战略、产品、架构、代码到机器码的整个技术栈垂直工作，无需安排会议或请求许可，因此比传统编译器更强大。以 exe.dev 为例，团队用 LLM 研究分布式 DNS 系统设计、历史安全缺陷和替代实现策略，并通过多智能体循环构建了完整系统。LLM 虽在单项任务上不及资深人类，但能同时处理所有层级，实现跨层协作。（AIHOT源：Hacker News 热门（buzzing.cc 中文翻译））

Google DeepMind 发布三款新 Gemini 模型，但未包含 3.5 Pro

Google DeepMind 发布 Gemini 3.6 Flash、3.5 Flash-Lite 和 3.5 Flash Cyber 三款新模型。其中 3.6 Flash 在编码和多模态性能上提升，token 用量降低 17%，成本低于前代；3.5 Flash Cyber 专为修复网络安全漏洞微调，仅限政府及可信合作伙伴使用。（AIHOT源：TechCrunch：AI（RSS））

Karpathy：用语音与LLM长谈可提升理解效率

Andrej Karpathy分享了一种与LLM协作的有效模式：开启语音输入，进行10分钟左右的自由漫谈，即使内容混乱、意识流式也无妨。他发现LLM擅长从长篇不连贯的语音中重构意图，回应的内容往往比用户最初的思路更清晰，从而减少后续修正次数、提升人机对齐效率。（AIHOT源：X：Andrej Karpathy (@karpathy)）

Google 推出 Tunix：基于 JAX 的高吞吐智能体后训练库

Google 发布 Tunix，一个基于 JAX 的原生后训练库，旨在消除多轮、使用工具的 LLM 推理智能体训练中的 TPU 闲置瓶颈。Tunix 通过高并发异步 rollout 与解耦的生产者-消费者流水线最大化硬件吞吐量，确保训练器持续获得数据。该库提供即插即用抽象和持续宏观级性能分析，便于集成自定义环境。（AIHOT源：Google Developers Blog（RSS））

GitHub Copilot 推出 canvases 扩展，实现开发者与 AI 智能体实时协作

GitHub Copilot 在应用中推出 canvases 扩展，这是一种共享交互式界面，开发者和 AI 智能体可在其中实时协作。用户通过 `/create-canvas` 指令创建画布，Copilot 可动态更新内容，用户则通过点击、编辑等操作与同一工作区交互。示例包括快速分类 Issue、生成交互式代码库关系图、管理会话工作树、优化提示词质量以及跨平台搜索知识联系人。（AIHOT源：GitHub Blog）

You can build it. Should you?

Gemma 4 E2B on a Single TPU v6e Chip: A Serving Deep Dive

The Optimistic UI Race Condition That Only Showed Up on the Fifth Click

tpu-management: a Claude Code skill for running Gemma 4 on Cloud TPUs

🐘 TypeScript for PHP? YES, that's possible! And it's not what you think...

Guillermo Rauch: The big lesson from AI is that everything is code

The big lesson from AI is that everything is code. A slide deck is code. Design is code. That cool promo video? Code. Excel automation? Code. The universe? Probably made of code too.｜@rauchg · 热度 5428 · 2026-07-20

Thibault Sottiaux: Never a dull moment when you work at OpenAI

Never a dull moment when you work at OpenAI. Absolutely incredible place.｜@thsottiaux · 热度 5108 · 2026-07-20

Peter Yang: Banning Chinese models will be the same self own as banning Chinese EVs.

Banning Chinese models will be the same self own as banning Chinese EVs.｜@petergyang · 热度 1220 · 2026-07-20

Amjad Masad: First physical product shipped by a coding agent? https://t.co/1PSIT9yvOT

First physical product shipped by a coding agent? https://t.co/1PSIT9yvOT｜@amasad · 热度 317 · 2026-07-20

Aaron Levie: Multi-model agentic systems clearly are the future

Multi-model agentic systems clearly are the future. Great post by cursor. Their new research shows that a frontier model as a planner and orchestrator with a workhorse cheaper model can materially lower the cost of total tokens on a project, resulting in a 15X cost improvement. “Few moments in a large task genuinely require frontier intelligence, such as the original decomposition, the design decisions, and certain trade-offs. Once a frontier planner has collapsed the ambiguity into a detailed, explicit instruction, less expensive models simply have to follow it.” This is increasingly becoming the core design pattern of complex agents, because the tokens used on large amounts of work on many tasks don’t require the same intelligence threshold as the planning step. By routing to different models based on where you are in the task, you get much greater efficiency overall. This provides the template for where the applied layer in AI will differentiate. You can only drive this efficiency if you know the domain well and have the ability to work with multiple model tiers; companies that can do this will across coding, finance, legal, healthcare, life sciences, and other critical spaces will be in a strong position to get larger workloads that would otherwise be too expensive for the customer to deploy.｜@levie · 热度 301 · 2026-07-21

Zara Zhang: There are basically two kinds of companies now

There are basically two kinds of companies now. The ones built before coding agents showed up, scrambling to retrofit. And the ones founded after. The second type is different from day one: - Teams under ten people because they actually don't need more - Work organized by projects, not departments - Each person closes their own loop - Almost no internal meetings｜@zarazhangrui · 热度 207 · 2026-07-20

Zara Zhang: If I were to hire today, this is how I would structure the interview process:...

If I were to hire today, this is how I would structure the interview process: Round 1: in-person & no AI allowed; test domain expertise and knowledge on the fly Round 2: a project that must be done with AI (impossible to complete without AI). Candidate assessed not just on the result but also the chat transcript with agents｜@zarazhangrui · 热度 206 · 2026-07-21

Nikunj Kothari: Many founders in the last 18 months are going to realize that just because th...

Many founders in the last 18 months are going to realize that just because there are no “moats” in AI left anymore doesn’t mean “scale and capital” become your main moat. We have seen this movie before.. all of us will benefit from reading a little bit of history. Webvan Groupon MySpace Yahoo AltaVista Blockbuster Nokia (zombiecorns of 2021) Each one was structurally and capital-wise in a very good position, but eventually got beat by a company with a much better unique insight. Or just collapsed under the weight of their own scale. This is the needle founders have to thread: find a unique insight worth a 10+ year journey, while being prudent enough to not let capital & scale become a substitute for it.｜@nikunj · 热度 130 · 2026-07-20

mattpocock/skills

Skills for Real Engineers. Straight from my .agents directory.｜Shell · ⭐180359 · Search 增补 · 近快照 +1511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 · ⭐93091 · Search 增补 · 近快照 +821星 · 创建 2026-04-03

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 · ⭐87263 · Search 增补 · 近快照 +667星 · 创建 2026-06-12

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 · ⭐59125 · Search 增补 · 近快照 +410星 · 创建 2026-02-24

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 · ⭐195073 · Search 增补 · 近快照 +370星 · 创建 2026-01-27

Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber

https://console.cloud.google.com/agent-platform/publishers/g...

Qwen-Image-3.0: Rich Content, Authentic Details, Deep Knowledge

OpenAI and Hugging Face address security incident during model evaluation

https://www.axios.com/2026/07/21/openai-says-hugging-face-br... See also Security incident disclosure – July 2026 - https://news.ycombinator.com/item?id=48

FreeInk: Open ecosystem for e-readers

Apple defeats liability for not scanning iCloud for CSAM

月租 iPhone、iPad 成为现实：古尔曼称苹果下周将在美国率先推出 Apple Upgrade 设备租赁计划以刺激销售，年年焕新计划将逐步停运

IT之家 7 月 22 日消息，彭博社马克 · 古尔曼昨日报道称，苹果公司预计于 2026 年 7 月 28 日（下周二）在美国市场推出名为“Apple Upgrade”的全新设备租赁计划。 这项服务将覆盖 iPhone、Mac、iPad 及 Apple Watch 的大部分机型，是苹果在硬件销售模式上的一次重要调整。 据介绍，苹果将与金融科技公司 Klarna 合作，由后者为该租赁项目提供资金支持。受此消息影响，Klarna 股价一度上涨 11% 至 20.78 美元，市值超 92 亿美元（IT之家注：现汇率约合 623.58 亿元人民币）。 古尔曼透露，Apple Upg...

华为鸿蒙 HarmonyOS 6.1.0.135 版本“隐藏”特性曝光：默认图标优化、耳机控制页面布局调整

IT之家 7 月 21 日消息，华为昨日面向部分机型推送了鸿蒙 HarmonyOS 6.1.0.135 新版本，进一步增强了图库 AI 修图中的沾色、魔法移图等功能，同时优化了部分场景的系统稳定性和使用体验。 ▲ IT之家开箱：华为 Mate 80 Pro Max 风驰版图赏 事实上，此次新版本更新日志并未完整呈现所有的新特性。IT之家在实测过程中发现，HarmonyOS 6.1.0.135 版本还有未公开的“隐藏”新特性： 默认图标优化，边缘新增光感特性 智慧生活 App 的耳机控制页面布局调整 支持对单应用音量调节（需手动开启开关后可用，路径：设置-声音和...

Stellantis 进行人事调整：Ram、Jeep 各自迎来新品牌 CEO

IT之家 7 月 21 日消息，Stellantis 当地时间 20 日宣布为旗下 Ram、Jeep 品牌分别委任新的首席执行官： Matt VanDyke 即日起出任 Ram 品牌 CEO 、 Branden Coté 则将从 8 月 3 日起担任 Jeep 品牌 CEO 。 左：Matt VanDyke；右：Branden Coté IT之家了解到，原 Ram 品牌 CEO 为 Tim Kuniskis，其后续兼任了 Stellantis 北美营销和零售战略及美国品牌负责人，此次岗位调整减轻了其工作负担；而当下的 Jeep 首席执行官 Bob Broderdorf 需要进行...

营收破百亿后，平头哥把目光投向芯片之外

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GOAI 世界人工智能开源大赛四大赛道正式发布

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通往数据主权之路：本地优先计算面临的挑战与优先事项

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GitHub suddenly rejected my SSH key (the fix was a .pub file?!)

git --end-of-options

95 reasons for having your own website

“No AI” Statements Are Much More Than Mere Statements

OpenAI model breaks out of security sandbox, hacks Hugging Face for data to pass test

The Download: Chinese AI divides the White House, and a record copyright payout

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. China’s AI models have Trump’s AI world at war with itself Last weekend, several current and former advisers to President Donald Trump on AI publicly lobbed in...

Advancing next-gen AI with materials science innovation

The conversation about AI often centers on algorithms, computing power, or huge investments in new semiconductor fabrication plants and hyperscale data centers. But beneath each of these advances is another layer of innovation that makes them possible: advanced materials. Every new generation of ...

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...

These are the countries moving to ban social media for children

Australia was the first country to issue a ban in late 2025, aiming to reduce the pressures and risks that young users may face on social media, including cyberbullying, social media addiction, and exposure to predators.

OpenAI says Hugging Face was breached by its own pre-release models

OpenAI has come forward to claim responsibility for the Hugging Face breach, saying it was the result of internal testing gone awry.

Jack Dorsey is taking on Slack with Buzz, a group chat platform for teams and their AI agents

Buzz is a group chat platform for the workplace that puts humans and their AI agents in the same conversation.

Neill Blomkamp’s new zombie AI ‘film’ is just slop warmed over

On Monday, District 9 and Gran Turismo director Neill Blomkamp unveiled his latest project: a 13-minute sci-fi short titled Nightborne that's loosely based on Peter Watts' 2014 novel Echopraxia. The short comes from Blomkamp's new AI startup / production company, Barley Studios, and features char...

OpenAI says it accidentally hacked Hugging Face with a new AI system

OpenAI says its AI models mistakenly breached open-source AI platform Hugging Face during internal testing. In a blog post on Tuesday, OpenAI writes that GPT-5.6 Sol and "an even more capable pre-release model" discovered vulnerabilities within their sandboxed testing environment, allowing them t...

Substack adds an AI detector to help spot blogs written by no one

Substack will now help users determine whether what they're reading may have been written by AI. A new tool coming to the platform can scan posts, notes, replies, and comments to provide an estimate of how much text could be AI-generated or written with AI assistance, according to a blog post pub...

社区速递 150｜派友热议磁吸配件、拯救呼吸通气鼻贴与国产三折叠自行车

除了首页时间流和侧栏的精选展位，少数派Matrix社区还有很多优秀内容因条件所限无法得到有效曝光，因此我们决定重启Matrix周报，并在此基础上添加更多社区内容、作者投稿新玩意呈现给大家。上周社区速递 ... 查看全文

装上 Fedora 的 Surface Pro：一台老设备的新可能

给 Surface Pro 5 安装上仍在积极更新的 Linux 发行版，它会成为一台更可用的设备吗？ 查看全文

App+1 | 把「从长视频截取片段」做到极致：Trimly

作为有多年专业音视频开发经验的技术工作者，我给自己，以及可能也有类似需求的你，做了一个把「从长视频里截取片段」这件事做到极致的产品。 查看全文

Rust 切片 Slice 详解：安全访问连续数据

在上一篇文章中，我们学习了元组 Tuple。 这一篇继续学习 Rust 中非常重要的数据类型： 中文通常称为切片。 切片本身不拥有数据，而是对一段连续数据的引用。它可以指向： 数组的一部分 Vec 的

Rust图像处理第20节-PCA 主成分分析：把图片压缩到 3 个数字

PCA 主成分分析：把图片压缩到 3 个数字 📌 写在前面 RGB 图像每个像素有 3 个数字（R, G, B）。100×100 的图 = 10000 个像素 = 30000 个数字。 PCA 做的事

从“胡说八道”到“妙笔生花”：我用LangChain手搓了一个可控AI写作流（Temperature+TopK调参指南）

深入拆解大模型“随机说话”的底层逻辑：Temperature控制概率分布形状，TopK限定候选池，Seed固定伪随机序列，三者独立作用。结合LangChain实战，教你精准控制AI输出

加拿大总理称将加紧对美贸易谈判，多数省长誓言维持美国酒类禁售令

加拿大总理马克·卡尼表示，他在周二与美国总统特朗普通话后，双方同意加紧贸易谈判。但他同时警告，如果特朗普周一威胁征收的关税付诸实施，他将考虑“所有选项”。

OpenAI首席执行官将向美国官员介绍下一代人工智能模型

OpenAI的高管表示，该公司首席执行官Sam Altman计划下周向特朗普政府和美国议员介绍即将到来的下一代人工智能模型，眼下美国正着手建立针对前沿人工智能系统的安全审查程序...

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全球财经媒体昨夜今晨共同关注的头条新闻主要有： 1、特朗普淡化与伊朗谈判可能性 并称将在红海航运受威胁时出手 2、美国拟不迟于周五征收新关税...

AI投资热催生新需求，高盛为富有人士搭建私募股权直投平台

据报道，高盛已创建全新平台，以拓展面向高净值客户和家族办公室的服务——这些客户对快速成长的未上市企业直接持股的需求日益强烈。

超微电脑大幅上调毛利率指引 美股盘后大涨

服务器制造商Super Micro Computer周二表示，其6月当季的利润率高于此前预期，且新订单激增，公司股价在盘后交易中跳涨15%。

WAIC重磅成果｜上海仪电智算牵头成立“智算系统架构联盟”并发布《超节点系统架构规范》

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WAIC重磅成果｜智爱赛思全面升级并发布科研专属Token Plan