点评:英伟达上周盘中市值一度突破3.92万亿美元，随后再创新高。 当地时间7月11日，英伟达收164.92 美元/股，市值达到4.02万亿美元。英伟达市值是由AI芯片的需求支撑。今年以来，黄仁勋奔走世界多 地，呼吁建设"AI工厂"，这种"AI工厂"的算力支撑便是英伟达GPU。 英伟达收盘市值突破4万亿美元 当地时间7月10日，英伟达成为全球首家收盘市值突破4万亿美元大关的公司。随着英伟达股价上涨，据 彭博亿万富豪指数，截至周四美股收盘，黄仁勋的净资产已升至约1430亿美元，今年以来他的身家已累 计增长逾287亿美元。黄仁勋在亿万富豪榜单中的排名跃居全球第十位。 xAI正式发布Grok4 7月10日，埃隆·马斯克(Elon Musk)带领xAI团队发布最新大模型Grok4，官方称这是"全球最强大的AI模 型"，马斯克则在直播中表示，"Grok4几乎在所有学科上都比人类研究生更聪明"。数据显示，Grok4在 多项基准测试上实现了对现有顶尖模型的超越。在AIME25数学竞赛上，Grok4拿下了满分，在"人类最 后的考试"（HLE）测试中，不用工具的情况下拿下26.9%的高分。测评机构ArtificialAnalys ...

编译 | Tina 本周，AI 搜索公司 Perplexity 推出了一款名为 Comet 的网页浏览器。这款浏览器整合了 Perplexity 自家 的 AI 搜索工具和智能助手，旨在为用户提供更智能的浏览体验。目前，Comet 仅面向每月支付 200 美 元的 Perplexity Max 高级用户开放，后续将逐步通过邀请制向更多用户推广。 在官方博客中，Perplexity 直言不讳地表示：Comet 的推出，就是要正面挑战市占率高达 66.6% 的 Google Chrome。而这次发布时间点也颇有意味——恰逢传言 OpenAI 即将发布自家 AI 浏览器， Perplexity 抢先出招，火药味十足。 但 Perplexity 的野心显然不止于此。他们不只是要与 Google 抢用户，更是要复制甚至超越 Google 的模 式。 到了 4 月，CEO Aravind Srinivas 又在一档播客中公开提到：打造自有浏览器，还有一个原因是——他 们想获取用户在 Perplexity 应用之外的行为数据，从而投放更高质量的广告。这已经不只是搜索工具， 更是围绕"用户数据"的全局博弈。 更有趣的是，Sr ...

资料来源：iFind，东莞证券研究所 （20250613-20250626）：小 米发布 AI 眼镜，Marvell AI Day 指引乐观 超配（维持） 电子行业双周报（2025/06/27-2025/07/10） 行 业 2025 年 7 月 11 日 陈伟光 S0340520060001 电话：0769-22119430 邮箱： chenweiguang@dgzq.com.cn 罗炜斌 S0340521020001 电话：0769-22110619 邮箱： luoweibin@dgzq.com.cn Grok4 正式发布，Perplexity AI 推出浏览器 投资要点： 本报告的风险等级为中高风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 电子行业 SAC 执业证书编号： 行情回顾及估值：申万电子板块近2周（06/27-07/10）累计上涨2.12%， 跑赢沪深300指数0.49个百分点，在申万行业中排名第19名；板块7月累 计下跌0.25%，跑输沪深300指数2.13个百分点，在申万行业中排名第27 名；板块今年累计上涨 ...

AI前沿每周关键词Top50 （ 0707-0711 ） 扫码 加入AGI数据库，AI智能问答 腾讯研究院 ： 《算法破茧｜腾讯研究院三万字报告》 | 类别 | Top关键词 | 主体 | | --- | --- | --- | | 模型 | Grok4 | 马斯克 | | 模型 | Phi-4新版本 | 微软 | | 模型 | 开放权重模型 | OpenAI | | 模型 | SmolLM3 | Hugging Face | | 模型 | Skywork-R1V 3.0 | 昆仑万维 | | 模型 | BlueLM-2.5-3B | vivo | | 模型 | DeepSeek-R1外挂 | 上海交大 | | 模型 | HumanOmniV2 | 阿里 | | 模型 | Skywork-Reward-V2 | 昆仑万维 | | 模型 | DeepSeek增强版 | 德国TNG公司 | | 模型 | Sekai数据集 | 上海AILab | | 应用 | AI浏览器Comet | Perplexity | | 应用 | MedGemma 27B | 谷歌 | | 应用 | 生肖企鹅AI共创 | 腾讯 | | ...

【 Grok 4 正式发布】 7 月 10 日消息，官方宣称， Grok 4 是最新、最强大的旗舰模型。现在已经 可以在 Grok 官网上付费升级体验。官网显示， Grok 4 每月费用为 30 美元。埃隆 · 马斯克表示， GROK 很快将应用于特斯拉车辆，最迟将在下周实现。（华尔街见闻） 完整早报音频，请点击标题下方小耳机收听 | | | SuperGrok Introducing Grok 4 The most powerful Al model. | | | × | | --- | --- | --- | --- | --- | --- | | | | Pay yearly save 16% Pay monthly | | | | | Basic Free | | SuperGrok $30.00/ month | Popular | SuperGrok Heavy $300.00/ month | | | Current Plan | | Upgrade to SuperGrok | | Upgrade to SuperGrok Heavy | | | Model Grok 3 | Limited ...

1.【 Grok 4正式发布】7 月10日，马斯克旗下公司xAI正式发布Grok4， 官方宣称，Grok 4是最 新、最强大的旗舰模型。现在已经可以在Grok官网上付费升级体验。官网显示，Grok 4每月费用为 30美元。(华尔街见闻) 2.【 可灵 AI推出可图2.1模型 】 7月10日，快手可灵AI上线可图2.1模型，在多个维度实现了全面升 级，包括指令遵循能力的大幅提升、人像美感和电影质感以及超180多种不同风格的响应能力，同时 新模型还进一步增强了文字生成效果。官方公布的数据显示，可灵AI已累计生成超3.44亿图片和1.68 亿视频。 （界面新闻） 3.【 OpenAI开放语言模型即将问世 】 美国科技媒体 The Verge，微软与OpenAI的复杂关系即将迎 来戏剧性转折。就在双方重新协商合同以允许OpenAI重组为营利性公司之际，OpenAI正准备发布一 款开放语言模型，这可能进一步加剧两家公司的裂痕。知情人士透露，萨姆·奥尔特曼领导的这家AI 实验室即将在下周发布开放权重模型，该模型不仅会登陆OpenAI和微软Azure服务器，还将向其他云 服务商开放。与OpenAI通常采用的封闭权重模式不同 ...

Back. Open AAI is reportedly set to launch a new AI powered browser in the coming weeks. Just as Perplexity launches its own one called Comet, Dear Jabosa has more on the newest Battlefront uh here in today's Tech Check, the AI Battlefront Dearra that I I still haven't checked it out, but I'm very curious to see if these things can can really work.Well, you're in luck. I have checked out Comets. I'll tell you all about it.But the new Battlefront you mentioned, you're right. It is AI. So, it's not just a use ...

Group 1 - Musk released Grok4, highlighting its superior performance in various tests, particularly in the "ultimate human exam" surpassing competitors [1] - Grok4's training approach has shifted to emphasize "first principles" thinking, learning to use tools to solve problems during the training phase [1] - Grok faces controversy over the "mechanical Hitler" issue, as its unfiltered approach attracts users but also raises concerns about AI alignment challenges [1] Group 2 - Microsoft open-sourced Phi-4-mini-flash-reasoning, utilizing the innovative SambaY architecture, achieving a 10x increase in reasoning efficiency and a 2-3x reduction in latency [2] - The SambaY architecture enables efficient memory sharing across layers without explicit positional encoding, significantly enhancing long context processing capabilities [2] - The new model is suitable for resource-constrained devices, running on a single GPU, excelling in advanced mathematical reasoning and long text generation, making it ideal for educational and research fields [2] Group 3 - Perplexity officially launched the AI browser Comet, centered around "agent search," competing with Google Chrome [3] - Comet's three main value propositions include personalized understanding of user thinking, powerful and user-friendly content comprehension, and efficiency improvements reducing tab switching [3] - Comet features rich functionalities, capable of replacing user actions on the web, intelligently processing content, managing email calendars, and searching personal data, currently supporting Mac and Windows systems [3] Group 4 - OpenAI completed the acquisition of io company, with former Apple designer Jony Ive and his team LoveFrom joining to take on deep design and creative responsibilities [4][5] - Ive is expected to assist OpenAI in developing new intelligent hardware products, with initial ideas being transformed into feasible designs [5] - The io company, co-founded by Ive and several experts, includes hardware and software engineers and scientists, and will closely collaborate with OpenAI's R&D team [5] Group 5 - Google released new medical AI models: the multimodal MedGemma 27B and the lightweight encoder MedSigLIP, expanding the HAI-DEF medical model collection [6] - The MedGemma series includes 4B and 27B versions, supporting image and text input with text output; the 4B version achieved a 64.4% accuracy rate in medical Q&A tests, while the 27B version reached 87.7% [6] - MedSigLIP, with only 400 million parameters, is a medical image encoder optimized through various medical imaging techniques, suitable for image classification, zero-shot classification, and semantic retrieval, providing visual understanding for MedGemma [6] Group 6 - Tencent launched a co-creation activity for the 2026 "Year of the Horse" zodiac penguin, with requests surging 300% within hours and token usage doubling, prompting urgent server expansion [7] - The activity invites users to design the 2026 "Horse Goose" figurine using the Mix Yuan 3D AI creation engine, allowing text input, image uploads, or sketch submissions to generate designs [7] - Outstanding works will have the opportunity to be co-branded with Tencent for mass production and sold in official merchandise stores, with the activity closing on July 27, 2025 [7] Group 7 - OpenAI plans to release an "open weight model," similar to the o3 mini level, as early as next week, allowing companies to deploy it themselves, marking the first model weight release since 2019 [8] - OpenAI is developing an AI browser based on Chromium, which will process web content within the ChatGPT native interface, enabling AI agents to execute tasks directly, challenging Google Chrome [8] - OpenAI is expanding its business scope from model development to browsers and other user interfaces, indicating its ambition for technological leadership and ecosystem control [8] Group 8 - Hugging Face and Pollen Robotics jointly launched the open-source robot Reachy Mini, starting at $299, designed for human-robot interaction and AI experimentation [10] - Reachy Mini offers a basic version ($299) and a wireless version ($449), supporting Python programming and equipped with multimodal interaction features like cameras, microphones, and speakers [10] - The robot stands 28 cm tall, weighs 1.5 kg, provides 15 preset behaviors, is fully open-source and extensible, with the basic version expected to ship by late summer 2025 and the wireless version in batches starting fall 2025 [10] Group 9 - Meta released a 40-page report, positioning the "mental world model" alongside the physical world model as a key component of embodied intelligence [11] - The mental world model focuses on human goals, intentions, emotional states, social relationships, and communication methods, enabling AI to understand human psychological states and engage in social interactions [11] - Meta proposed a dual-system architecture integrating "observational learning" (System A) and "action learning" (System B), where the former provides abstract knowledge and the latter explores actions for more efficient agent learning [11] Group 10 - Top AI products like Cursor, Perplexity, and Lovable have adopted a "anti-framework" approach, building directly on basic AI units rather than using frameworks [12] - Frameworks have become innovation barriers in the rapidly changing AI field, leading to excessive abstraction, bloated structures, and slow iterations, while basic units offer combinability and specialization [12] - The basic unit method (e.g., Memory, Thread, Tools) allows developers to construct AI products like building blocks, reducing cognitive load and enhancing performance and flexibility, better suited for rapid AI technology iterations [12]

Core Viewpoint - The article discusses the emerging competition in the AI browser market, highlighting the launch of Perplexity's AI browser, Comet, and the anticipated entry of OpenAI into the same space, indicating a significant shift in how users interact with the internet [2][4][33]. Group 1: Market Dynamics - The AI browser market is becoming increasingly crowded with players like Google Chrome, Apple Safari, and new entrants such as Dia and FellouAI browsers [5][6][36]. - Google Chrome currently holds a dominant position with a market share of approximately 66% [6]. - Perplexity's decision to enter the browser market stems from a rejection by Google to set its search engine as the default, prompting the need to create its own browser to connect with users [26][29]. Group 2: Comet's Features and User Experience - Comet is designed as a super intelligent assistant, integrating deeply with user tasks across browsing, searching, and entertainment [8][11]. - The browser can automatically recognize content being viewed and allows users to ask questions without needing to open new windows or copy text [18][20]. - While Comet performs well with simple tasks, it struggles with more complex requests, requiring extensive permissions from users [21][22]. Group 3: Competitive Landscape - OpenAI is also developing a browser to compete directly with Google Chrome, aiming to enhance data collection for model training and personalization [34]. - New entrants like Dia and FellouAI are positioning themselves as "AI-native" browsers, attempting to redefine user experience and bypass traditional browser functionalities [36][37]. - Google is actively enhancing Chrome with AI features to maintain its competitive edge, despite the emergence of new players [39]. Group 4: User Engagement and Growth Potential - Perplexity reported a search query volume of 780 million in May, with a month-over-month growth rate exceeding 20%, indicating a strong user base that can be leveraged for Comet [30][31]. - The competition for the next-generation "super entry point" in digital interaction is intensifying, with various companies vying for user attention in the browser space [42].

来源：环球网 【环球网科技综合报道】7月10日消息，由英伟达投资支持的Perplexity AI近日推出一款名为Comet的AI 驱动网络浏览器，这家初创公司正积极挑战Alphabet旗下谷歌在浏览器领域的主导地位。 据了解，Comet能够在保持完整上下文的前提下执行完整工作流程，让研究如同对话般自然，使分析过 程更易于操作。例如，用户可借助Comet比较不同的保险计划，也能通过它深入理解某项技术以辅助投 资决策。 值得注意的是，Perplexity强调，用户在Comet中的数据仅存储在本地浏览器，绝不会被用于模型训练。 关于使用权限，从7月9日起，Comet将向Perplexity Max订阅用户开放。该公司表示，夏季将逐步向候补 名单用户开放仅限邀请的访问权限，新用户还将获得一定数量的邀请名额可与他人分享。 近年来，AI在搜索及浏览器领域的应用持续推进。去年，微软支持的OpenAI为ChatGPT添加了搜索引 擎功能，且近期已向所有用户开放该服务；谷歌也于去年推出名为"AI概览"的AI驱动搜索功能。而 OpenAI也将在近期推出自家AI浏览器。（纯钧） Perplexity公司在公开介绍中表示，Comet ...