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阿里通义千问推出全新Qwen3-235B-A22B-Instruct-2507-FP8模型，提升长文本处理能力

简报：

• 阿里通义千问日前推出旗舰大模型Qwen3-235B-A22B-Instruct-2507-FP8，显著提升长文本处理能力，支持多达256K文本长度，并采用非思考模式（Non-thinking）。
• 该版本在魔搭社区和HuggingFace平台全面开源，开发者和研究者可免费使用及修改，有助于丰富AI实际应用场景。
• 此次升级将增强模型在处理海量信息和复杂任务时的表现，并助力AI技术应用于更多行业。

相关链接：

• 模型开源地址（Huggingface）
• 新闻来源1
• 新闻来源2
• TechCrunch 报道
• Heise 报道

Alibaba Tongyi Qianwen Launches New Qwen3-235B-A22B-Instruct-2507-FP8 Model, Boosting Long-Text Processing Capabilities 🚀

Brief:

• Alibaba Tongyi Qianwen recently launched its flagship large model, Qwen3-235B-A22B-Instruct-2507-FP8, significantly enhancing its long-text processing capabilities. It supports up to 256K token length and utilizes a "Non-thinking mode."
• This version is fully open-sourced on the ModelScope community and HuggingFace platform 💻. Developers and researchers can freely use and modify it, which will help enrich practical AI application scenarios.
• This upgrade will enhance the model's performance in processing massive amounts of information and complex tasks, facilitating the application of AI technology in more industries. 💡

Related Links:

• Model Open-Source Link (Huggingface)
• News Source 1
• News Source 2
• TechCrunch Report
• Heise Report

前Instacart CEO Fidji Simo将执掌OpenAI全新应用部门

简报：

• Instacart首席执行官Fidji Simo将于2025年8月18日正式加入OpenAI，担任新设立的“应用首席执行官（CEO of Applications）”一职，直接向OpenAI首席执行官Sam Altman汇报。
• Simo将领导三分之一以上的OpenAI团队，专注于扩展和推进OpenAI技术的实际应用，将研究成果转化为创新产品和服务，涵盖医疗、教育、创造性表达等多领域。
• 此次任命是OpenAI高层架构和战略调整的一部分，强化了对产品和增长的关注，并标志着公司向应用落地方向的进一步发展。

相关链接：

• Instacart 首席执行官 Fidji Simo 履新 OpenAI，掌舵“应用”部门
• OpenAI hires Instacart CEO Fidji Simo as its CEO of Applications

Former Instacart CEO Fidji Simo to Lead OpenAI's New Applications Division 🚀

Brief:

• Instacart CEO Fidji Simo will officially join OpenAI on August 18, 2025, taking on the newly created role of "CEO of Applications," reporting directly to OpenAI CEO Sam Altman.
• Simo will lead over one-third of the OpenAI team, focusing on expanding and advancing the practical applications of OpenAI's technology, transforming research findings into innovative products and services across various domains, including healthcare, education, and creative expression. 💡
• This appointment is part of a high-level architectural and strategic adjustment at OpenAI, reinforcing its focus on products and growth, and marking the company's further development towards practical application implementation. ⚙️

Related Links:

• Instacart CEO Fidji Simo Joins OpenAI, to Helm "Applications" Department
• OpenAI hires Instacart CEO Fidji Simo as its CEO of Applications

台积电市值创历史新高，AI芯片需求与财报利好提振

简报：

• 台积电市值首次突破1万亿美元，成为全球极少数跻身“万亿俱乐部”的半导体企业，主要得益于AI芯片及高效能运算（HPC）需求的持续增长和近期业绩展望上调。
• 最新财报显示，公司第二季营收成长44.4%至300.7亿美元，纯益大增60.7%，毛利率达58.6%，均创历史新高；3奈米、5奈米等先进制程业务成为核心驱动力。
• 台积电维持全年资本支出预估不变，强调应对地缘政治与贸易政策风险的稳健策略，并预计全年营收增长将上修至30%，未来数季有望持续创新高。

相关链接：

• 台积电市值突破1万亿美元，AI需求激发投资者信心
• 台积电法说后财报创新高，AI芯片驱动营收爆发
• 台积电AI芯片业务表现亮眼，全球扩产应对风险

TSMC Market Cap Reaches All-Time High, Boosted by AI Chip Demand and Strong Earnings

Briefing:

• TSMC's market capitalization has surpassed $1 trillion for the first time, making it one of the very few semiconductor companies globally to join the "trillion-dollar club." This achievement is primarily driven by the continuous growth in demand for AI chips and High-Performance Computing (HPC), coupled with recent upward revisions in its performance outlook. 🚀
• The latest financial report shows that the company's Q2 revenue surged by 44.4% to $30.07 billion, with net profit increasing by a significant 60.7%, and gross margin reaching 58.6%. All these figures represent new historical highs. Advanced process technologies like 3nm and 5nm have become the core driving forces. 💪
• TSMC has maintained its full-year capital expenditure forecast, emphasizing its robust strategy to manage geopolitical and trade policy risks. The company now expects full-year revenue growth to be revised upward to 30%, with new highs anticipated in the coming quarters. 📈

Related Links:

• TSMC's Market Cap Exceeds $1 Trillion, AI Demand Fuels Investor Confidence
• TSMC Reports Record-High Earnings Post-Investor Call, AI Chips Drive Revenue Surge
• TSMC's AI Chip Business Shines, Global Expansion Underway to Address Risks

阿里云通义千问Qwen3旗舰版模型重磅更新，综合能力领先业界

简报：

• 阿里云最新发布的Qwen3-235B-A22B-Instruct-2507-FP8模型，停止混合思考模式，分别训练Instruct和Thinking版本，提升模型指令遵循、逻辑推理、文本理解、编程等能力。
• Qwen3新版在GQPA、AIME25、LiveCodeBench、Arena-Hard等主流测评中整体表现优于Kimi-K2、DeepSeek-V3等顶级开源模型，以及Claude-Opus4-Non-thinking等领先闭源模型。
• 模型进一步增强多语言长尾知识覆盖、主观开放性任务体验，以及长达256K上下文理解能力。
• 新模型现已在魔搭社区和HuggingFace平台开源上线。

相关链接：

• ithome报道
• 36氪快讯
• 官网地址
• HuggingFace项目页
• 魔塔社区模型页

Alibaba Cloud Tongyi Qianwen (Qwen3) Flagship Model Receives Major Update, Comprehensive Capabilities Lead the Industry 🚀

Brief:

• Alibaba Cloud's newly released Qwen3-235B-A22B-Instruct-2507-FP8 model discontinues the hybrid thinking mode, instead training Instruct and Thinking versions separately. This significantly enhances the model's capabilities in instruction following, logical reasoning, text comprehension, and programming.
• The new Qwen3 version's overall performance ✨ surpasses top open-source models like Kimi-K2 and DeepSeek-V3, as well as leading closed-source models such as Claude-Opus4-Non-thinking, across mainstream evaluations including GQPA, AIME25, LiveCodeBench, and Arena-Hard.
• The model further strengthens multi-language long-tail knowledge coverage, improves subjective open-ended task experience, and boasts a context understanding capability of up to 256K. 🧠
• The new model is now open-sourced and available on the ModelScope community and HuggingFace platforms.

Related Links:

• ithome Report
• 36kr Newsflash
• Official Website
• HuggingFace Project Page
• ModelScope Community Model Page

京东领投三家机器人企业，聚焦技术创新与智能生态建设

简报：

• 2025年7月21日，多家机器人企业（千寻智能、逐际动力、众擎机器人）宣布获得京东领投的新一轮融资。
• 京东相关负责人回应称，公司高度重视具身智能、大模型等技术热点，未来将聚焦于供应链场景，通过技术创新和外部投资持续构建技术创新生态。
• 此前，京东自主研发的“智狼货到人系统”已在全国范围内推广应用，助力智能仓储和高效物流。

相关链接：

• 京东回应“连投三家机器人企业”：公司高度重视具身智能、大模型等技术热点
• 千寻智能宣布完成6亿元PreA+轮融资，京东领投
• 逐际动力获京东战略领投新一轮融资

JD.com Leads Investment in Three Robotics Companies, Focusing on Tech Innovation and Smart Ecosystem Building 🤖

Brief:

• On July 21, 2025, several robotics companies (Qianxun Intelligence, ZhuJi Dynamics, ZhongQing Robotics) announced they have secured a new round of funding led by JD.com.
• A JD.com spokesperson responded, stating that the company highly values technological hotspots such as embodied AI and large models. Moving forward, JD.com will focus on supply chain scenarios, continuously building a technology innovation ecosystem through technological breakthroughs and external investments. 💡
• Previously, JD.com's self-developed "Smart Wolf Goods-to-Person System" had already been widely implemented across the country, aiding smart warehousing and efficient logistics. 📦

Related Links:

• JD.com Responds to "Consecutive Investments in Three Robotics Companies": Company Highly Values Embodied AI, Large Models, and Other Tech Hotspots
• Qianxun Intelligence Announces Completion of 600 Million RMB Pre-A+ Round of Financing, Led by JD.com
• ZhuJi Dynamics Secures New Round of Strategic Investment Led by JD.com