而在 Grok 引用的 64 个参考来源中，有 54 个都与马斯克有关。 外媒 TechCrunch 的测试进一步验证了这一现象。当被问及关于美国堕胎法案和移民政策的立场时，Grok 不仅在思维链中明确写道「正在搜索马斯克的看 法」，还直接引用了他在 X 上的相关发言。 什么样的 AI，才配被称为「地球上最聪明」？Grok 4 的答案或许是，在敏感问题上，先查查老板说了什么。 据 The Verge 报道，Grok 4 在回答关于以色列与巴勒斯坦冲突、美国移民政策、堕胎等敏感问题时，会优先联网查找马斯克本人的公开表态作为参考依 据。 这一行为是否出于系统设定，目前尚无定论。 大量 X 用户发布的实测结果也显示确实存在这一倾向，比如在数据科学家 Jeremy Howard 发布的一段视频中，Grok 在思维链中明确表示，正在考虑马斯 克的观点。 在回应中，只要观点有充分依据，就不应回避提出政治上不正确的主张。 向左更多内容 有开发者认为，这种行为未必是系统刻意设定的结果。程序员 Simon Willison 在 Grok 4 的系统提示词中发现了一些线索。 他指出，这可能只是模型在处理模糊问题时自动寻找「最安全 ...

Group 1 - The article discusses the uncertainty in international cooperation in the space sector due to the "America First" policy under the Trump administration, highlighting Musk's threat to cut off Starlink services to Ukraine [1][2] - Japan and the EU are set to collaborate on building a large-scale satellite network, aiming to launch multiple small communication satellites to reduce dependence on American companies like SpaceX [1][2] - The technology of deploying interconnected small satellites, known as "satellite constellations," is positioned as crucial for supporting digital transformation (DX) [1] Group 2 - The EU plans to construct a satellite constellation with over 290 satellites, while Japan aims to launch more than five satellites in the early 2030s, indicating a significant gap with the US and China [2] - The article mentions the potential issue of space debris due to the increasing number of satellites and discusses the possibility of Japan and the EU collaborating on this challenge [2] - The agreement includes the establishment of a "Defense Industry Dialogue" to strengthen supply chains and explore future collaboration in defense equipment development [2] Group 3 - The article notes that EU Commission President von der Leyen aims to discuss the advancement of a free trade area led by Japan and the EU [3] - Von der Leyen advocates for the creation of new trade rules based on the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) [4] - The draft outcome document emphasizes the importance of adhering to international law to promote peace and prosperity in the Indo-Pacific region [4]

Group 1: Technology Sector Developments - Nvidia's stock price increased by 0.5% to $164.92, with a market capitalization of $4.02 trillion, leading to CEO Jensen Huang's net worth surpassing $144 billion, exceeding Warren Buffett's [2] - OpenAI has postponed the release of its first open-source AI model for further safety testing, with no new release date confirmed [3] - Kimi K2, a new AI model from Moonlight, has been released with 1 trillion parameters and has achieved state-of-the-art performance in various benchmarks [3] - Perplexity's CEO indicated plans to utilize Kimi K2 for further training based on its strong performance [4] - Alibaba's Qwen Chat has undergone a major update, enhancing its AI chat capabilities and introducing a desktop version [5] Group 2: Investment and Financial News - SpaceX has agreed to invest $2 billion in xAI, marking one of its largest external investments, which could lead to a company valuation of $200 billion [6] - Zhiyuan Robotics and Yushu Technology won a humanoid robot order worth approximately 124.05 million yuan, marking one of the largest orders in the domestic humanoid robot sector [7][8] - Meituan's daily order volume for instant retail has surpassed 150 million, with significant increases in rider earnings and order volume [10] - Manus has cleared its domestic official accounts and is focusing on core business development while relocating key personnel to Singapore [12] Group 3: Corporate Earnings and Projections - Nanya Technology reported a revenue increase in Q2, driven by AI applications and mobile upgrades, with expectations of price rebounds in the second half of the year [13] - North Chip Life Science is set for an IPO review on July 18, focusing on innovative medical devices for cardiovascular disease [14] - Fuda Alloy plans to acquire at least 51% of Guangda Electronics, expanding into conductive silver paste for solar energy applications [15] - Degu Technology is planning to acquire 100% of Haowei Technology, expanding its business into telecommunications software and AI solutions [16] - Lanke Technology expects a net profit increase of 85.5% to 102.36% for the first half of 2025, driven by strong demand in the AI sector [17] - Blue Lithium expects a net profit increase of 79.29% to 115.15% for the first half of 2025, with growth in lithium battery and LED chip businesses [18]

Elon Musk“At SpaceX, we specialize in converting things from impossible to late.” https://t.co/tbYr5Ti6dc ...

Group 1 - Musk announced that Tesla shareholders will vote on whether to invest in xAI following SpaceX's plan to invest $2 billion in xAI [1] - Musk previously asked X users if Tesla should invest $5 billion in xAI, indicating that the final decision is not solely his [1] - Tesla disclosed that xAI was a customer last year, resulting in expenditures of $188.3 million, primarily for the purchase of utility-scale energy storage batteries, Megapack [1]

Group 1 - The Shanghai Stock Exchange has officially implemented the guidelines for the Sci-Tech Innovation Growth Layer, allowing 32 unprofitable companies to enter this layer, with new unprofitable companies entering upon listing [1] - Analysts expect an increasing number of tech companies to join the Sci-Tech Innovation Board, expanding its coverage in the tech innovation sector and providing a broader market space for quality tech enterprises [1] - Nvidia is reportedly set to launch a "China-customized" AI chip, with CEO Jensen Huang scheduled to hold a media briefing in Beijing on July 16 [1] Group 2 - The upcoming fifth RISC-V China Summit is expected to accelerate the formation of the domestic open-source chip ecosystem, with RISC-V architecture projected to achieve a compound annual growth rate of over 40% in product shipments by 2030 [2] - The AI sector is anticipated to see significant catalytic events in the second half of the year, including the release of new models from DeepSeek and OpenAI, as well as Nvidia's new computing platform [2] - The technology growth sector is expected to remain a key investment theme for the year, driven by sustained high demand for computing power and accelerated AI applications [2] Group 3 - The AI investment trend is gaining momentum, particularly following Nvidia's market capitalization reaching 4 trillion, with the Huabao Sci-Tech Artificial Intelligence ETF seeing a significant increase in investment [3] - The Huabao ETF, which focuses on the domestic AI industry chain, has shown strong performance, indicating investor confidence in the sector's future [3] Group 4 - Domestic AI company DeepSeek has made significant advancements, breaking through overseas computing power barriers and establishing a strong foundation for local AI firms [5] - The Huabao Sci-Tech Artificial Intelligence ETF is well-positioned to benefit from the acceleration of AI integration in edge computing and software applications [5]

Group 1 - A Boeing 737 aircraft operated by WestJet Airlines experienced a small exhaust pipe fire while parked at Vancouver International Airport, leading to the evacuation of passengers without any reported injuries [2] - A Boeing 737-300 operated by Peace Airlines in Nigeria skidded off the runway during landing, but no damage occurred and all passengers were safe [3] Group 2 - The Shanghai Stock Exchange officially released new rules for the Sci-Tech Innovation Board, detailing the criteria for recognizing qualified institutional investors [5] - The new guidelines include standards based on investment experience, compliance operations, investment duration, shareholding scale, and independence [5] Group 3 - SpaceX has agreed to invest $2 billion in xAI, an artificial intelligence startup founded by Elon Musk, marking one of SpaceX's largest external investments [6] Group 4 - Meituan's instant retail service reached a record high of 150 million orders, with an average delivery time of 34 minutes [21][22] Group 5 - This week, a total of 42 companies will have their restricted shares released, with a total market value exceeding 26 billion yuan, led by Tianyue Advanced, Maiwei Biology-U, and Baoli Food [23][24] - Two new stocks are set to be issued this week, with a total of approximately 90.73 million shares and expected fundraising of 1.236 billion yuan [26][27]

Group 1: NVIDIA and Leadership Actions - CEO Jensen Huang sold approximately 225,000 shares of NVIDIA, valued at about $36.4 million, as part of a stock sale plan allowing him to sell up to 6 million shares by the end of the year [1] - NVIDIA's market capitalization surpassed $4 trillion, driven by investor confidence in its leadership in the AI sector, significantly boosting Huang's net worth to $143 billion, nearly equal to Warren Buffett's [1] Group 2: AI Model Developments - The company "月之暗面" released the Kimi K2 model, an MoE architecture model with 1 trillion total parameters and 32 billion active parameters, enhancing code capabilities and general agent tasks [2] - Perplexity's CEO indicated that the company may utilize the Kimi K2 model for further training, following its successful performance [3] Group 3: Robotics and Contracts - Zhiyuan Robotics and Yushu Technology won a contract worth approximately 120 million yuan for humanoid robot manufacturing services from China Mobile's subsidiary [4] Group 4: Market Expansion and Investments - Tesla is set to open its first showroom in India, marking its entry into the country's automotive market, having imported vehicles worth $1 million [5] - SpaceX agreed to invest $2 billion in xAI, which is part of a larger $5 billion equity financing round [6] Group 5: Legal and Regulatory Matters - A court upheld a ruling against a woman who protested on a Tesla vehicle, ordering her to apologize and pay damages, concluding a lengthy legal battle that resulted in significant financial losses for Tesla [6] - The talent gap in China's new energy vehicle sector is projected to exceed one million by 2025, with a supply-demand ratio for intelligent driving engineers at only 0.38 [6]

Group 1 - A Boeing 737 engine caught fire at Vancouver International Airport, leading to the evacuation of passengers without any reported injuries. The aircraft has been grounded for repairs, but airport operations remain unaffected [1] - The Shanghai Stock Exchange has officially released new rules for the Sci-Tech Innovation Board, detailing the criteria for recognizing senior professional institutional investors, which includes aspects like investment experience and compliance [2] - The U.S. Senate released a report indicating that a shooting incident at a Trump campaign rally was due to a series of avoidable security lapses, criticizing the Secret Service for its lack of discipline [3] Group 2 - Wang Yi, China's Foreign Minister, met with Russian Foreign Minister Sergey Lavrov, emphasizing the strategic value of China-Russia relations and the importance of high-level exchanges [4] - China's Ministry of National Defense responded to Japan's claims of Chinese military aircraft approaching, asserting that their actions were legitimate and necessary for national security [5] - The Tarim Basin's 750 kV power transmission project has been completed, creating the largest ultra-high voltage ring network in China, covering an area of 1.06 million square kilometers [6] Group 3 - A nationwide heatwave is expected to peak in central and eastern China, with temperatures exceeding 40°C in some areas, while rainfall decreases in southern regions [7] - A tourist in Chongqing was fined and restricted from the industry for illegal solicitation, disrupting public order at a popular tourist site [8] - China's railway investment reached 355.9 billion yuan in the first half of the year, marking a 5.5% year-on-year increase [9] Group 4 - China's first primordial gravitational wave detection experiment has been completed, successfully capturing clear images of radiation from the Moon and Jupiter, marking a significant advancement in this field [10] - Ukrainian President Zelensky has confirmed the appointment of Yulia Svyrydenko as the new Prime Minister, with discussions on the new cabinet structure scheduled [12] - Elon Musk's SpaceX is set to invest $2 billion in his AI startup xAI, which constitutes a significant portion of the company's recent funding round [17] Group 5 - This week, 42 companies will have their restricted shares released, with a total market value exceeding 26 billion yuan, led by Tianyue Advanced and Maiwei Biological [18] - Two new stocks are set to be issued this week, with a total of approximately 90.73 million shares expected to raise 1.236 billion yuan [22]

NO.1 险资长周期考核机制落地，A股有望迎万亿元级增量资金 7月11日，财政部印发《关于引导保险资金长期稳健投资 进一步加强国有商业保险公司长周期考核的通 知》，推动保险资金全面建立三年以上长周期考核机制。新考核指标自2025年度绩效评价起实施。市场 预计，险资长周期考核机制落地，有望为A股带来万亿元增量资金。银华基金总经理王立新表示，扩 大"长钱"入市规模，短期来看，将给市场带来大规模增量资金；长期来看，将显著改善市场的资金结 构，增强市场韧性和抗风险能力，推动形成价值投资的市场氛围，巩固A股回暖向好的良好趋势。 NO.2 上交所：个人投资者参与科创成长层股票交易门槛仍为"50万元资产＋2年经验" 7月13日，上交所正式发布《科创板上市公司自律监管指引第5号——科创成长层》等配套业务规则。其 中提出，加强投资者适当性管理。本次改革没有对个人投资者参与科创成长层股票交易新增投资交易门 槛，仍为具备"50万元资产＋2年经验"的门槛和投资经验即可。另外，按照《科创板意见》要求，投资 者投资科创成长层新注册的未盈利科技型企业之前需要签署专门风险揭示书。 NO.3 上交所发布《科创成长层指引》，存量32家未盈利企业 ...