字节芯片团队已隐秘扩充；影石回应年会送房送车丨科技风向标

Group 1: Technology Developments - ByteDance's chip team has expanded to over 1,000 members, with more than 500 focused on AI chips and around 200 on CPU development, indicating a strong emphasis on chip business amid increasing demand for computing power [2] - JD Technology has launched "JD AI Payment," which utilizes the JoyAI model for various hardware and software applications, enabling AI-assisted payment processes [4] - Baidu has officially launched OpenClaw, an e-commerce plugin that integrates its product knowledge graph with CPS supply chain capabilities, allowing for a streamlined shopping experience [5] - Gaode is set to release its self-developed embodied navigation base model, claiming to have built the largest embodied navigation data engine in the industry [6] - Xiaomi has announced the open-sourcing of its first-generation robot VLA model, which features 4.7 billion parameters and capabilities in visual language understanding [13] Group 2: Corporate Actions and Investments - Anthropic has completed a funding round, raising $30 billion at a valuation of $380 billion, nearly doubling its previous valuation and positioning it among the most valuable private tech companies globally [11] - RoboScience has announced the completion of a Pre-A round financing, raising several hundred million yuan, with participation from multiple investment firms [12] - Former Honor CEO Zhao Ming has joined Qianli Technology, expressing a long-term commitment to AI as a significant area for future investment [9] Group 3: Market Trends and Consumer Behavior - Taobao's flash sale platform reported that nearly half of the orders from its AI assistant, Qianwen, came from county-level cities, highlighting the growing adoption of AI in e-commerce [7] - Xiaohongshu has announced that AI-generated content must be clearly labeled, aiming to maintain user trust and transparency within the community [8] Group 4: Product Launches and Innovations - Insta360's CEO showcased the "Luna," a handheld gimbal camera set to launch in mid-2026, which is expected to be the first in the market with telephoto capabilities [3] - Samsung Electronics has begun mass production of HBM4 memory, anticipating a threefold increase in sales by 2025 and planning to expand HBM4 production capacity [10]