单词学习：![[2026043019274300.mp3]]

新闻播报：![[2026043050818870.mp3]]

DeepSeek多模态视觉能力加速落地，正式开启识图模式内测

简报：

• 在DeepSeek-V4发布仅五天后，官方在移动端与网页版输入栏新增“识图模式”入口，正式开启多模态识图功能的灰度测试
• 实测显示模型在基础视觉理解与画面描述方面表现优异，开启“思考模式”后可展现深度的逻辑推理能力，如推导文物历史背景
• 面对极端视觉挑战（如碎块化、反色图像）、元素计数、复杂图形推理及极新产品信息时，模型的准确率与响应效率仍存在优化空间
• 行业分析指出，此次内测补齐了核心功能短板，验证了多模态链路，预示着DeepSeek原生多模态能力已进入最后筹备期

相关链接：

• DeepSeek 开启识图模式灰度测试，多模态视觉理解能力正式落地

DeepSeek’s Multimodal Visual Capabilities Accelerate Deployment, Officially Launching Closed Beta for Image Recognition Mode 👀🚀

Brief:

• Just five days after the release of DeepSeek-V4, the official team added an “Image Recognition Mode” entry to the input bar on both mobile and web, formally launching a phased beta test of its multimodal image understanding feature.
• Hands-on testing shows that the model performs exceptionally well in basic visual understanding and scene description. When “Thinking Mode” is enabled, it can also demonstrate deeper logical reasoning capabilities, such as inferring the historical background of cultural relics.
• When faced with extreme visual challenges—such as fragmented or color-inverted images—as well as element counting, complex graphic reasoning, and very new product information, there is still room to improve the model’s accuracy and response efficiency.
• Industry analysis suggests that this beta test fills a key functional gap and validates the multimodal pipeline, signaling that DeepSeek’s native multimodal capabilities may have entered the final stage of preparation. 🔍

Related link:

• DeepSeek Launches Phased Beta Test for Image Recognition Mode, Officially Bringing Multimodal Visual Understanding Online

小红书全面升级组织架构：加码AI设立一级部门“Dots”，柯南升任总裁

简报：

• 小红书宣布内部组织架构升级，正式设立AI一级部门“Dots”与企业智能部，旨在全面整合社区、电商与商业化业务，增强AI技术投入。
• “Dots”部门将构建完整的AI全链路体系，业务涵盖AI模型研发、基础设施、工程落地和产品应用等环节。
• 公司进行重大高管调整，柯南（丁玲）升任总裁，全面负责小红书核心业务并直接向CEO星矢汇报，新设立的“Dots”部门亦直接向其汇报。
• 业务版图持续扩张，新设海外部门“Rednote”推动生活方式社区模式走向全球市场，并成立由樱木带队的Lab 1327团队专注新产品孵化。

相关链接：

• 小红书成立 AI 一级部门 “Dots”

Xiaohongshu Fully Upgrades Its Organizational Structure: Boosts AI Investment by Establishing Top-Level Department “Dots,” Conan Promoted to President 🚀

Briefing:

• Xiaohongshu has announced an internal organizational restructuring, officially establishing the top-level AI department “Dots” and a Corporate Intelligence Department, with the goal of fully integrating its community, e-commerce, and commercialization businesses while strengthening investment in AI technology.
• The “Dots” department will build a complete end-to-end AI ecosystem, covering AI model R&D, infrastructure, engineering implementation, and product applications.
• The company has also made major executive adjustments: Conan (Ding Ling) has been promoted to President, taking full responsibility for Xiaohongshu’s core businesses and reporting directly to CEO Seiya. The newly established “Dots” department will also report directly to her.
• The company’s business footprint continues to expand, with the new overseas division “Rednote” set up to bring its lifestyle community model to global markets 🌍, while the Lab 1327 team, led by Sakuragi, will focus on new product incubation 💡.

Related Link:

• Xiaohongshu Establishes Top-Level AI Department “Dots”

微软2026第三财季营收达829亿美元，AI业务成最强增长引擎

简报：

• 微软公布截至2026年3月31日的第三财季报告，公司总营收达到829亿美元，同比增长18%。
• AI业务成为驱动整体增长的最强引擎，年化营收突破370亿美元，同比增速高达123%。
• 智能云部门季度营收达347亿美元（同比增长30%），其中Azure及其他云服务收入增长40%。
• 生产力与业务流程部门营收达350亿美元，Office365与LinkedIn等产品均保持双位数增长。
• 个人计算部门受Windows OEM及Xbox硬件需求放缓影响营收微降1%；此外，公司本季度通过股息和股票回购向股东返还了102亿美元。

相关链接：

• 微软第三财季营收突破 820 亿美元，AI年收入激增123%成核心增长极

Microsoft's Fiscal Q3 2026 Revenue Reaches $82.9 Billion, with AI Becoming the Strongest Growth Engine 🚀

Brief:

• Microsoft reported its financial results for the third fiscal quarter ended March 31, 2026, with total revenue reaching $82.9 billion, up 18% year over year.
• The AI business became the strongest engine driving overall growth, with annualized revenue surpassing $37 billion and year-over-year growth soaring to 123%.
• The Intelligent Cloud segment posted quarterly revenue of $34.7 billion, up 30% year over year, with Azure and other cloud services revenue increasing 40%.
• The Productivity and Business Processes segment generated $35.0 billion in revenue, with products such as Office 365 and LinkedIn both maintaining double-digit growth.
• Revenue from the More Personal Computing segment slipped 1% due to weaker demand for Windows OEM and Xbox hardware; in addition, the company returned dJyH6kDkfC5RlM16.answerText0.2 billion to shareholders this quarter through dividends and share repurchases. 📈

Related link:

• Microsoft's Fiscal Q3 Revenue Surpasses $82 Billion, Annual AI Revenue Jumps 123% to Become Core Growth Driver

台积电先进制程良率超预期，1奈米研发进度大幅领先三星

简报：

• 台积电先进制程进展顺利，2奈米与3奈米良率已高达90%，并计划在2024年底将两项制程产力提升20%，月产出分别可达10万片与18万片。
• 在更尖端的1奈米领域，台积电预计2027年进入量产世代；相比之下，三星电子因2奈米良率不稳，已将1奈米量产时间从2027年推迟至2029年。
• 台积电2026年第一季度业绩亮眼，营收达359亿美元（年增39.2%），EPS为3.49美元均超预期，3奈米贡献了当季晶圆收入的25%。
• 受益于AI热潮，台积电ADR股价近期创下历史新高，市值突破2.1兆美元，位列全球第六大企业，华尔街98%的分析师给予买进评级。
• 市场份额方面，台积电在2023年已占据全球代工版图70%以上，而三星仅占6%至7%，随着台积电产能扩张，原本流向三星的潜在客户可能重回台积电怀抱。

相关链接：

• 三星陷入大危機？台積電良率達90%且擴增產能　1奈米進度狠甩對手！
• 台積電首季業績狂勝市場預期！外資揭未來5年「值得買進長抱」理由
• 外資喊買上看300美元！輝達市值稱霸全球 台積電ADR飆天價列第六

TSMC’s Advanced Process Yields Exceed Expectations, with 1nm R&D Progress Far Ahead of Samsung 🚀

Briefing:

• TSMC’s advanced process development is progressing smoothly. Yields for its 2nm and 3nm nodes have already reached as high as 90%, and the company plans to increase production capacity for both processes by 20% by the end of 2024, with monthly output expected to reach 100,000 wafers and 180,000 wafers, respectively.
• In the more cutting-edge 1nm segment, TSMC is expected to enter the mass-production era in 2027. In contrast, due to unstable 2nm yields, Samsung Electronics has postponed its 1nm mass-production timeline from 2027 to 2029.
• TSMC delivered strong results in the first quarter of 2026, reporting revenue of US$35.9 billion, up 39.2$3.49, both above market expectations. The 3nm node contributed 25% of the company’s wafer revenue for the quarter.
• Benefiting from the AI boom, TSMC’s ADR recently hit a record high, pushing its market capitalization above US$2.1 trillion and making it the world’s sixth-largest company. Meanwhile, 98% of Wall Street analysts have given the stock a buy rating 📈.
• In terms of market share, TSMC accounted for more than 70% of the global foundry landscape in 2023, while Samsung held only 6% to 7%. As TSMC continues expanding capacity, potential customers that had previously turned to Samsung may return to TSMC.

Related links:

• Is Samsung in Deep Trouble? TSMC’s Yield Reaches 90% While Expanding Capacity as Its 1nm Progress Leaves Rivals Far Behind!
• TSMC’s First-Quarter Results Crush Market Expectations! Foreign Analysts Reveal Why It’s a “Buy and Hold” for the Next 5 Years
• Foreign Analysts Raise Target to US$300! Nvidia Becomes the World’s Most Valuable Company, While TSMC ADR Soars to a Record High and Ranks Sixth 🌟