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中国开源大模型包揽全球前三，Kimi K2夺冠

简报：

• 据全球大模型竞技场LMArena消息，在最新开源模型排行榜中，来自中国的Kimi K2、DeepSeek R1和Qwen3分列全球前三，超过谷歌Gemma3和Meta旗下Llama4。
• Kimi K2位居第一，成为全球最强开源模型，该榜单由数千位开发者通过动态盲测投票产生。
• 英伟达CEO黄仁勋近期在北京表示，DeepSeek、Qwen和Kimi为全球领先的开源模型。

相关链接：

• 36氪新闻报道

Chinese Open-Source Large Models Sweep Top Three Globally, Kimi K2 Crowned Champion

Briefing:

• According to LMArena, the global large model arena, China's Kimi K2, DeepSeek R1, and Qwen3 have secured the top three spots globally in the latest open-source model rankings, surpassing Google's Gemma3 and Meta's Llama4. 🏆
• Kimi K2 ranked first, becoming the world's strongest open-source model. This ranking was determined by thousands of developers through dynamic blind testing and voting. ✨
• NVIDIA CEO Jensen Huang recently stated in Beijing that DeepSeek, Qwen, and Kimi are leading global open-source models. 🚀

Related Links:

• 36Kr News Report

台积电Q2净利大增六成，AI需求推升ADR创新高

简报：

• 台积电2025年第二季度财报显示，单季营收新台币9337.9亿元，年增38.6%，净利润3982.7亿元，年增60.7%，每股盈余达新台币15.36元，均超越市场预期。
• 3纳米与5纳米先进制程贡献总营收74%，主要受益于AI芯片和高效能运算（HPC）需求持续强劲。
• 法说会公布后，台积电美股ADR盘前大涨4.26%，暴增10.12美元至247.68美元，创新高，反映市场对公司业绩及未来成长的高度信心。
• 台积电预估全年营收将成长逾20%，并积极扩厂，显现未来营收持续创新高的潜力。

相关链接：

• 台积电Q2财报亮眼，ADR盘前劲扬、创新高
• 台积电Q2净利、营收再创历史新高
• 台积电法说释利多，AI、高效运算为成长引擎

TSMC Q2 Net Profit Jumps 60%, AI Demand Pushes ADR to New High

Briefing:

• TSMC's Q2 2025 financial report shows quarterly revenue of NT$933.79 billion, a 38.6$398.27 billion, up 60.7% year-on-year, with earnings per share (EPS) at NT$15.36. All figures exceeded market expectations. 📈
• Advanced 3nm and 5nm processes contributed 74% of total revenue, primarily benefiting from the continuously strong demand for AI chips and High-Performance Computing (HPC).
• Following the earnings call, TSMC's U.S. ADR surged 4.26% in pre-market trading, jumping by $10.12 to$247.68, setting a new record high. This reflects strong market confidence in the company's performance and future growth. 🚀
• TSMC estimates full-year revenue growth of over 20% and is actively expanding its production capacity, demonstrating the potential for continuous record-high revenues in the future. 💰

Related Links:

• TSMC's Q2 Financial Report Shines, ADR Soars in Pre-Market, Reaches New High
• TSMC's Q2 Net Profit and Revenue Set New Historical Records
• TSMC's Earnings Call Releases Positive News: AI and HPC as Growth Engines

台积电受益英伟达H20解禁，市场反应热烈

简报：

• 英伟达H20 AI晶片获得美国出口许可，允许在中国大陆销售，激发中国云端与AI企业采购热情。
• 台积电董事长魏哲家表示“H20解禁既是客户好消息，也是台积电好消息”，被市场视为其营收和订单受益重大利多。
• 台积电承担H20系列晶片先进制程代工，随出货量恢复，预期将挹注公司下半年营收表现，并强化与英伟达等AI大厂合作。
• 台积电第二季法说会还指出，尽管面临汇率与海外营运挑战，全年营收有望上修至年增30%，AI与高效能运算需求成为成长主轴。

相关链接：

• 台积电魏哲家：AI晶片H20需求高到应接不暇
• 英伟达H20解禁，供应链迎重大利多
• 台积电法说会释放营运利好，市场信心大增

TSMC Benefits from NVIDIA H20 Unbanning, Market Reacts Enthusiastically

Brief:

• NVIDIA H20 AI chips have obtained U.S. export licenses, allowing sales in mainland China and exciting purchasing interest from Chinese cloud and AI enterprises. 🇨🇳
• TSMC Chairman C.C. Wei stated, "The unbanning of H20 is good news for both our customers and TSMC," a remark the market has interpreted as a significant positive for TSMC's revenue and order intake. 🚀
• TSMC undertakes advanced process manufacturing for the H20 series chips. As shipments resume, this is expected to boost the company's second-half revenue performance and strengthen collaborations with AI powerhouses like NVIDIA.
• During its Q2 earnings call, TSMC also noted that despite facing exchange rate and overseas operational challenges, full-year revenue is now projected to increase by 30% year-on-year, with AI and high-performance computing demand serving as the primary growth drivers. 💪

Related Links:

• TSMC's C.C. Wei: AI chip H20 demand is overwhelming
• NVIDIA H20 Unbanning: A Major Positive for the Supply Chain
• TSMC Earnings Call Releases Positive Operational Outlook, Boosting Market Confidence

Manus团队首次发布技术博客，分享AI智能体研发经验和教训

简报：

• 国内Monica团队打造的AI智能体Manus此前因裁员及社交账号清空事件引发关注，近日团队首次发布技术博客，系统总结产品研发中的关键经验与教训。
• 博文涉及上下文工程、KV缓存、工具管理、持久化文件系统、注意力操控、错误信息保留和避免少样本提示“速杀”等多个AI Agent工程实战主题。
• Manus团队强调，上下文设计对AI智能体行为效果与扩展能力至关重要，本次分享旨在帮助行业同行少走弯路。

相关链接：

• IT之家报道原文

Manus Team Releases First Tech Blog, Shares AI Agent Development Experience and Lessons

Briefing:

• Manus, an AI agent developed by China's Monica team, previously garnered attention due to layoffs and the deletion of social media accounts. Recently, the team released its first technical blog, systematically summarizing key experiences and lessons from product development. 🚀
• The blog post covers various practical AI Agent engineering topics, including context engineering, KV caching, tool management, persistent file systems, attention manipulation, error message retention, and avoiding 'quick kills' from few-shot prompts. 🛠️
• The Manus team emphasizes that context design is crucial for the AI agent's behavior and scalability. This sharing aims to help industry peers avoid common pitfalls. 🙏

Related Links:

• Original IT Home Report

ChatGPT推“代理模式”迈向企业办公平台，有望挑战微软Office主导地位

简报：

• OpenAI正开发名为“代理模式（Agent Mode）”的新功能，将结合自动化与数据检索技术，使ChatGPT具备自动访问与分析Google Drive和OneDrive等云端文件、整合数据编制报表的能力。
• 新模式还将赋予ChatGPT自主生成和编辑文档、图表、简报的能力，直接对标Microsoft Word、Excel和PowerPoint，瞄准知识工作和中小企业市场。
• 专家指出，“代理模式”若能稳定执行，将重塑办公室自动化形态，但企业在导入前仍需重视数据隐私和AI输出的准确性。
• 该功能尚无明确上线时间，但市场普遍看好其对微软Office地位构成直接挑战，预示企业办公软件领域或迎来新一轮变革。

相关链接：

• OpenAI野心曝！ChatGPT將變身智慧辦公神器　挑戰微軟Office霸主地位
• ChatGPT is reportedly building a Google Workspace and Microsoft Office rival — here's what we know

ChatGPT Rolls Out 'Agent Mode,' Eyeing Enterprise Office Platform, Poised to Challenge Microsoft Office Dominance 🚀

Briefing:

• OpenAI is developing a new feature called "Agent Mode," which will combine automation and data retrieval technologies, enabling ChatGPT to automatically access and analyze cloud files like Google Drive and OneDrive, and integrate data to compile reports. 📊
• The new mode will also empower ChatGPT to autonomously generate and edit documents, charts, and presentations, directly targeting Microsoft Word, Excel, and PowerPoint, aiming for the knowledge work and SMB markets.
• Experts point out that if "Agent Mode" can perform stably, it will reshape office automation. However, enterprises must still prioritize data privacy and the accuracy of AI output before adoption.
• There is no clear launch date for this feature yet, but the market widely expects it to pose a direct challenge to Microsoft Office's position, signaling a new wave of transformation in the enterprise office software sector. 💡

Related Links:

• OpenAI野心曝！ChatGPT將變身智慧辦公神器　挑戰微軟Office霸主地位
• ChatGPT is reportedly building a Google Workspace and Microsoft Office rival — here's what we know