OpenAI发布GPT-5.1；存储原厂报价仍有向上态势【巨头风向标】

Group 1: OpenAI Developments - OpenAI released the GPT-5.1 model on November 12, featuring two versions: GPT-5.1 Instant and GPT-5.1 Thinking. The Instant version is designed to be more obedient and reliable in following user instructions, introducing Adaptive Reasoning for the first time [1] - The Thinking version focuses on efficiency, improving the allocation of thinking time, using simpler language, and adopting a warmer, more empathetic tone [1] Group 2: Company Movements - Former DeepSeek researcher Luo Fuli has joined Xiaomi's MiMo team, which is focused on building future AGI technologies. The claim of a "tens of millions salary" has been refuted as exaggerated [3] - Intel's AI chief Sachin Katti is leaving to join OpenAI, while Intel emphasizes its commitment to AI as a strategic priority [5] - ByteDance terminated an employee for multiple leaks related to its robotics research, highlighting internal security concerns [6] Group 3: Investment and Financial Activities - Anthropic, an AI startup backed by Google, plans to invest $50 billion in building data centers in the U.S., creating approximately 800 permanent jobs and 2,400 construction jobs, with projected revenues of $70 billion by 2028 [4] - Nanwei Semiconductor announced a private placement to raise approximately $100 million, aimed at supporting its transition into high-power markets [12] - ChipLink Capital completed fundraising of 1.25 billion yuan for its first main fund, focusing on sectors like semiconductors and AI [15] Group 4: Market Trends - Major storage manufacturers, including Samsung and SK Hynix, are planning to increase NAND prices by 20% to 30% while reducing supply, indicating a tightening market [10] - Jiangbolong reported that demand for large-capacity QLC SSDs is exceeding supply expectations, leading to upward pricing trends [9] Group 5: Regulatory and Compliance Updates - The China Payment and Clearing Association urged payment service providers to enhance security management for "no-password payments," emphasizing user consent and risk management [8] - Ant Group is considering extending the deadline for its acquisition of Yaocai Securities, pending regulatory approvals from both Hong Kong and mainland authorities [7]