Group 1 - Microsoft has introduced the Copilot mode in its Edge browser, transforming it into a proactive tool that predicts user actions and allows for dynamic interactions without losing the current page context [1] - The Copilot mode enables users to perform tasks such as unit conversions and content translations seamlessly, marking a potential new competitive edge in the browser market [1] Group 2 - PayPal is set to launch a new payment feature that will allow merchants to accept over a hundred cryptocurrencies, including Bitcoin and Ethereum, with automatic conversion to fiat currency or its stablecoin PYUSD [2] - This feature aims to facilitate the use of cryptocurrencies in consumer transactions while reflecting a cautious approach towards the volatility of digital currencies [2] Group 3 - Bavarian Nordic A/S, a manufacturer of monkeypox vaccines, has agreed to be acquired by a European consortium for approximately 30 billion Danish kroner (about 3 billion USD), highlighting the scarcity and value of vaccines for emerging diseases [3] - The acquisition underscores the growing interest in pandemic-related assets as capital seeks to invest in critical health solutions [3] Group 4 - A research team from the SLAC National Accelerator Laboratory has demonstrated that gold can be heated to over 14 times its melting point while maintaining its crystal structure, challenging long-held theories about material behavior under extreme conditions [4] - This groundbreaking study provides new insights into material properties at high temperatures, which could have implications for aerospace and other advanced material applications [4] Group 5 - Anthropic has announced a usage cap for its Claude Pro and Max services due to high operational costs, affecting a small percentage of users who excessively utilize the service [5] - This decision reflects the challenges of balancing service quality and cost management in the commercialization of large model services [5]

微软在Edge加入AI Agent 金十数据7月29日讯，今天凌晨，微软在官网宣布在浏览器Edge中加入Copilot模式，重塑浏览器使用方 式。Copilot模式更像是一个多层级的混合智能体功能，你只要说出自己的问题，例如，在洛杉矶市区找 一个三室两卫，月租不超过5000美元的房子。Copilot模式会帮你自动执行搜索、整合并给出最终对比结 果。此外，Copilot模式还提供标签筛选，理解意图的创新功能。 （AIGC开放社区） ...

Group 1 - Palantir's stock price experienced a short-term decline, with an overall drop of 3.3% during the day [1] Group 2 - The U.S. Department of Defense is testing AI models provided by Microsoft and OpenAI [2]

据The Information：微软(MSFT.O)正通过人工智能吸引客户，以摆脱对Salesforce和其他竞争对手的依 赖。 ...

微软为Edge网页浏览器推出Copilot模型。 ...

微软(MSFT.O)：自7月28日起，Edge浏览器中的Copilot支持自然语音导航，该模式将于7月28日起在 Windows和Mac电脑的Copilot市场中限时免费开放。 ...

微软暂停向俄罗斯石油公司Rosneft支持的印度炼油商提供服务。 ...

Core Viewpoint - Microsoft is expected to report strong Q4 FY2025 earnings driven by AI infrastructure investments and robust cloud computing demand, with revenue projected to grow by 13.88% year-over-year to $73.71 billion and earnings per share increasing by 13.56% to $3.35 [1] Group 1: Revenue Growth by Segment - Productivity and Business Processes segment revenue is expected to grow by 12.2% year-over-year to $32.1 billion, with Microsoft 365 commercial cloud projected to grow approximately 14% at constant currency [1] - Intelligent Cloud segment remains the main growth engine, with revenue expected to increase by 21.5% year-over-year to $28.89 billion, driven by Azure's anticipated growth of 34% to 35% at constant currency [2] - Personal Computing segment revenue is projected to grow by 1% year-over-year to $12.43 billion, benefiting from new features and improved PC demand trends [2] Group 2: Strategic Initiatives and Investments - Microsoft has planned $80 billion in capital expenditures for FY2025, primarily for building new data centers globally, with most investments focused in the U.S. [2] - At the Build 2025 developer conference, Microsoft showcased its comprehensive AI platform strategy, reinforcing its leadership in enterprise AI adoption and laying a solid foundation for FY2026 [2] - The company’s leading position in AI and dominance in cloud services reflect its sustainable competitive advantages, despite high valuations and increasing competition [3]

微软CEO纳德拉（Satya Nadella）的一份内部公开信正在揭示科技行业的残酷转型现实：在AI驱动的变 革中，即使业绩蒸蒸日上的公司也将大规模裁员，软件行业将首当其冲承受这一冲击。 Nadella在备忘录中写道： "从任何客观标准来看，微软都在蓬勃发展：我们的市场表现、战略定位和增长都指向上升 趋势。我们在资本支出上的投资比以往任何时候都多。这就是在一个没有特许价值的行业中 成功的谜题。" 据见闻此前文章，今年7月，微软针对销售岗的9000人削减，恰发生在一季度营收加速增长后。公司今 年累计裁员1.5万人创历史记录，同期AI基础设施投入激增至800亿美元。 这段话试图为一个困难的问题提供答案：一家公司如何能够"比以往更成功"的同时却要裁员？ 在这份为9000名员工裁员进行辩护的1150字备忘录中，纳德拉试图调和两个看似矛盾的现实——公 司"比以往任何时候都更成功"，却仍要削减就业岗位。这一叙述框架反映出AI理论上将让公司更有盈利 能力，但雇佣更少员工的严峻现实。 纳德拉在备忘录中反复提及"忘却旧知识"和"学习新技能"，暗示部分员工的技能已经过时，公司选择雇 用更少但更符合AI战略的专业人才。 分析指出， ...

Group 1 - Multiple companies are scheduled to release their earnings reports throughout the week, indicating a busy earnings season [1] - On Monday, companies like 铿腾电子 are set to report their performance [1] - On Tuesday, Stellantis and AstraZeneca will release their earnings before the European market opens [1] Group 2 - Major U.S. companies such as Boeing, UnitedHealth, and Procter & Gamble are expected to report earnings before the U.S. market opens on Tuesday [1] - Following that, Visa, Booking, and Starbucks will report their earnings after the U.S. market closes on Tuesday [1] - On Wednesday, significant tech companies including Microsoft, Meta Platforms, Qualcomm, and Arm Holdings are scheduled to release their earnings after the U.S. market closes [1] Group 3 - Mastercard is set to report its earnings before the U.S. market opens on Thursday [1] - Apple, Amazon, MicroStrategy, Coinbase, and Coherent will report their earnings after the U.S. market closes on Thursday [1] - On Friday, ExxonMobil, Chevron, and Regeneron Pharmaceuticals are expected to release their earnings before the U.S. market opens [1]