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微软推出本地AI小模型Mu提升Windows 11智能助手体验

简报：

• 微软正式发布专为Windows 11设置应用设计的设备端小型语言模型Mu，拥有3.3亿参数，可在NPU上高效本地运行，提供快速、隐私安全的AI自然语言交互。
• Mu支持用户通过语音或文本直接调整数百项系统设置，例如开启暗黑模式或调整屏幕亮度，无需手动操作菜单，现已在Co pilot+ PC的测试版中上线。
• 当前Mu仅适配高通骁龙X系列NPU设备，微软计划后续拓展至AMD与英特尔平台，并强调Mu在响应速度、数据本地安全和跨平台协同等方面的技术优势。
• 该模型采用量化、参数共享和面向任务微调等优化技术，并在Azure平台上以高质量数据训练，预示小型模型在本地AI领域的应用潜力。

相关链接：

• aibase新闻：微软发布3.3亿参数设备端AI小模型Mu
• aibase新闻：Mu模型技术与应用详解
• aibase新闻：Mu性能对比与未来展望
• aibase新闻：Windows11本地AI助手升级
• aibase新闻：微软Mu模型生态扩展计划

Microsoft Launches Local AI Small Model Mu to Enhance Windows 11 Smart Assistant Experience 🚀

Briefing:

• Microsoft has officially released Mu, an on-device small language model specifically designed for the Windows 11 Settings app. It boasts 330 million parameters, enabling efficient local operation on NPUs to provide fast, privacy-preserving AI natural language interaction. 🤖
• Mu enables users to directly adjust hundreds of system settings via voice or text, such as enabling dark mode or adjusting screen brightness, eliminating the need for manual menu navigation. It is currently available in the beta version on Copilot+ PCs.
• Currently, Mu is exclusively compatible with Qualcomm Snapdragon X series NPU devices. Microsoft plans to expand its availability to AMD and Intel platforms later, emphasizing Mu's technical advantages in response speed, local data security, and cross-platform collaboration.
• The model employs optimization techniques such as quantization, parameter sharing, and task-oriented fine-tuning, and was trained with high-quality data on the Azure platform. This development signifies the potential of small models in the local AI domain. ✨

Related Links:

• aibase News: Microsoft Releases 330 Million Parameter On-Device AI Small Model Mu
• aibase News: Mu Model Technology and Application Detailed Explanation
• aibase News: Mu Performance Comparison and Future Outlook
• aibase News: Windows 11 Local AI Assistant Upgrade
• aibase News: Microsoft Mu Model Ecosystem Expansion Plan

特斯拉自动驾驶出租车首秀涉违规行为遭美国安全监管调查

简报：

• 特斯拉自动驾驶出租车（robotaxi）于德州奥斯汀首次试运营期间，被拍摄到疑似超速、违法变道等交通违规行为。
• 美国国家公路交通安全管理局（NHTSA）已就相关网络视频内容正式对特斯拉展开调查，并与公司联系核查。
• 当前Robotaxi服务仅向受邀客户开放，由AI全权控制车辆，每辆配备安全监督员，但未进行人工干预。
• NHTSA未下达召回令，但已启动对自动驾驶系统潜在安全风险的风险评估和数据收集程序。

相关链接：

• 36氪报道
• 三立新闻报道1
• 三立新闻报道2

Tesla Robotaxi Debut Under US Safety Regulator Investigation for Alleged Violations

Briefing:

• Tesla's robotaxi was reportedly captured on video committing traffic violations such as suspected speeding and illegal lane changes during its initial trial operation in Austin, Texas. 📹
• The National Highway Traffic Safety Administration (NHTSA) has officially launched an investigation into Tesla regarding the relevant online video content and has contacted the company for verification. 🚨
• Currently, the Robotaxi service is only available to invited customers. Vehicles are fully controlled by AI, with each unit equipped with a safety supervisor, but without manual intervention. 🤖
• NHTSA has not issued a recall order but has initiated a risk assessment and data collection process for the potential safety risks of the autonomous driving system.

Related Links:

• 36Kr Report
• Setn News Report 1
• Setn News Report 2

中国Robotaxi企业加速海外布局，推动全球商业化进程

简报：

• 继特斯拉开启Robotaxi试点服务后，哈啰出行在6月23日宣布正式进军Robotaxi赛道，国内头部Robotaxi企业正积极拓展海外市场。
• 文远知行（WeRide）将与迪拜道路交通管理局及Uber合作，在迪拜部署商业化Robotaxi服务；小马智行（Pony.ai）也将在当地运营Robotaxi车队测试。
• 专家认为，中国Robotaxi企业加速出海将推动中国技术方案在全球商业化应用，增强行业创新驱动。
• 行业正从技术验证加速迈向商业化落地阶段，中国企业正在与国际巨头共同抢占AI出行革命的全球市场。

相关链接：

• 36氪：哈啰进军Robotaxi赛道，头部企业加速出海
• 36氪：文远知行与Uber联合迪拜部署Robotaxi
• 三立新闻：Robotaxi商机上看1兆美元，Uber、特斯拉竞逐市场

Chinese Robotaxi Companies Accelerate Overseas Expansion, Driving Global Commercialization

Briefing:

• Following Tesla's launch of Robotaxi pilot services, Hello Inc. announced its official entry into the Robotaxi market on June 23, with leading domestic Robotaxi companies actively expanding into overseas markets. 🚀
• WeRide will partner with Dubai's Roads and Transport Authority (RTA) and Uber to deploy commercial Robotaxi services in Dubai; Pony.ai will also operate Robotaxi fleet tests locally.
• Experts believe that the accelerated overseas expansion of Chinese Robotaxi companies will promote the global commercial application of Chinese technological solutions and enhance industry innovation.
• The industry is rapidly moving from technology verification to commercial deployment, with Chinese companies competing alongside international giants to capture the global market in the AI mobility revolution. 🌍🤖

Related Links:

• 36Kr: Hello Inc. Enters Robotaxi Market, Leading Companies Accelerate Overseas Expansion
• 36Kr: WeRide and Uber Jointly Deploy Robotaxi in Dubai
• Sanli News: Robotaxi Market Opportunity Could Reach $1 Trillion, Uber and Tesla Compete for Market Share

黄仁勋启动大规模减持，首次售出英伟达股票套现1500万美元

简报：

• 英伟达CEO黄仁勋依据预先披露的10b5-1减持计划，于6月20日和23日首次出售10万股公司股票，按当前市价约套现1500万美元。
• 此次出售是黄仁勋计划在2025年底前减持至多600万股英伟达股票（按现价约8.73亿美元）行动的开端，整年计划减持股份数仅占个人持股不到1%。
• 英伟达今年以来股价大涨、市值突破3.5兆美元，该减持是黄仁勋历史上最大规模之一，引发市场关注。

相关链接：

• 36氪快讯
• 三立新闻网报道1
• 三立新闻网报道2

Jensen Huang Kicks Off Major Sell-Off, Sells NVIDIA Shares for First Time, Cashing Out $15 Million 💰

Brief:

• NVIDIA CEO Jensen Huang, following a pre-disclosed 10b5-1 selling plan, made his first sale of 100,000 company shares on June 20th and 23rd, cashing out approximately $15 million at current market value. 💸
• This initial sale marks the beginning of Huang's plan to reduce his holdings by up to 6 million NVIDIA shares (approximately $873 million at current prices) by the end of 2025. The total shares planned for sale this year account for less than 1% of his personal holdings.
• Amidst NVIDIA's significant stock surge this year and its market capitalization exceeding $3.5 trillion, this sell-off is one of Jensen Huang's largest in history, drawing considerable market attention. 🚨

Related Links:

• 36Kr Newsflash
• SETN News Report 1
• SETN News Report 2

存储芯片现货价首次出现DDR4高于DDR5现象

简报：

• 根据DRAMeXchange 2025年6月23日最新报价，16GB DDR4 3200现货价涨至12美元，而同容量DDR5 4800/5600报价仅为6.014美元，DDR4价格成为DDR5的两倍，创DRAM市场历史首次价格倒挂。
• 今年一季度末，DDR4 16GB仅报3.95美元，当前价格涨幅显著。
• 此次价格倒挂被业界认为极为罕见，反映出部分存储芯片产品供应紧张和市场需求变化。

相关链接：

• 存储芯片市场现DRAM史上首次价格倒挂
• DDR4价格倒挂DDR5引发行业关注

Historic First: DDR4 Spot Price Overtakes DDR5

Brief:

• According to DRAMeXchange's latest quotes on June 23, 2025, the spot price of 16GB DDR4 3200 has risen to $12. In contrast, the quote for the same capacity DDR5 4800/5600 is only$6.014, making DDR4 twice the price of DDR5. This marks the first-ever price inversion in DRAM market history. 🤯
• At the end of Q1 this year, 16GB DDR4 was only quoted at $3.95, indicating a significant price increase currently.
• This price inversion is considered extremely rare by the industry, reflecting tight supply for certain memory chip products and shifts in market demand. 📈

Related Links:

• DRAM Market Sees First-Ever Price Inversion in History
• DDR4 Price Inversion Against DDR5 Draws Industry Attention