Netflix reportedly won the bid for Warner Bros. Discovery, potentially gaining vast content, including Harry Potter. Apple's senior management team will undergo significant changes, with the General Counsel and other executives retiring. OpenAI launched the more powerful GPT-5.1-Codex-Max code model with a"more for the same price" strategy. "China's Nvidia" Moore Threads saw its stock soar over 400% on its debut, raising $1.1 billion. Ele.me App fully rebranded as"Taobao Flash Buy" marking the culmination of Alibaba's instant retail strategy. China's market regulator issued new national standards to protect delivery riders' rest rights and prevent fatigue. Microsoft is quietly scaling back its DEI efforts, discontinuing its annual diversity and inclusion report. Zhou Hongyi claims ByteDance's Doubao mobile assistant will disrupt the moats of major internet companies. Ren Zhengfei stated Huawei's AI focus is industrial and agricultural application, foreseeing an era of compute surplus. Jensen Huang revealed Nvidia's first AI supercomputer, DGX-1, initially received no orders, with Elon Musk being the sole buyer.

Netflix据传赢得华纳兄弟探索竞购，或获哈利波特等庞大内容库。 苹果高层团队将迎重大人事变动，总法律顾问等多位高管退休。 OpenAI推出更强大GPT-5.1-Codex-Max，代码模型“加量不加价”。 “中国英伟达”摩尔线程上市首日股价飙升超400%，募资11亿美元。 饿了么App全面焕新为“淘宝闪购”，阿里即时零售战略收官。 市场监管总局发新国标，保障外卖骑手休息权防疲劳接单。 微软悄然缩减DEI（多元化、公平性、包容性）努力，停止年报发布。 周鸿祎称字节豆包手机助手将冲垮互联网大厂护城河。 任正非指出华为AI重点是工农业产业应用，算力过剩时代将至。 < 黄仁勋揭秘：英伟达首款AI超算DGX-1曾无人问津，马斯克独家采购。

EU launches antitrust probe into Meta's WhatsApp AI policy. Jensen Huang: AI to reshape energy, nuclear reactors are key. OpenAI acquires AI startup Neptune amidst Gemini 3 competition. Apple's UI design head leaves to become Meta's Chief Design Officer. Anthropic CEO warns of AI bubble, criticizes reckless investment. Amazon's first global smart hub officially lands in Shenzhen, China. TikTok plans $37B investment for LatAm's first data center in Brazil. Horizon Quantum Computing deploys Singapore's first commercial quantum computer. Indian e-commerce Meesho launches IPO, aims to raise $603 million. Alibaba sells 85% of Trendyol GO to Uber, gaining 6 billion yuan. 文字版更新到微信公众号《晚安咖啡GNC》

欧盟对Meta WhatsApp AI政策启动反垄断调查。 黄仁勋：AI十年重塑能源，核反应堆是关键。 OpenAI收购AI初创Neptune，应对Gemini 3挑战。 苹果UI设计主管离职，加入Meta任首席设计官。 Anthropic CEO警告AI泡沫，称竞争对手鲁莽投资。 亚马逊全球首个智能枢纽仓落地中国深圳。 TikTok拟投资370亿美元，巴西建拉美首个数据中心。 Horizon Quantum Computing在新加坡部署首台商业量子计算机。 印度电商Meesho启动IPO，计划募资6.03亿美元。 阿里出售Trendyol GO 85%股权给优步，获利60亿元。 文字版更新到微信公众号《晚安咖啡GNC》

Anthropic prepares for IPO, valued over $300B, vying with OpenAI (valued up to $1T) to list first amidst fierce competition. Amazon unveils Nova 2 large model family and AI services at re:Invent, enhancing inference and multimodal capabilities to rival OpenAI and others. OpenAI issues"Red Alert" prioritizing "Garlic" model development for early 2026 release, postponing other AI projects. DeepSeek launches V3.2 and Speciale models, matching GPT-5 and Gemini-3.0-Pro performance, achieving IMO/IOI gold. NVIDIA invests $2B in Synopsys, expanding strategic partnership to revolutionize chip design, engineering simulation, and digital twins. LandSpace's Zhuque-3 Y1 rocket successfully orbited, but first stage recovery failed due to abnormal combustion during landing. "Africa's phone king" Transsion Holdings applies for H-share listing in Hong Kong, already on STAR Market, to reinforce emerging market leadership. CICC plans to merge with Dongxing Securities and CSC Financial via share swap, aiming to build a top-tier investment bank; shares halted. Lenovo ISG faces mass layoffs in Shanghai and other branches, affecting hundreds; process criticized for lack of empathy, company silent. Waymo robotaxi collided with an unleashed dog in San Francisco, reigniting public debate on autonomous driving safety standards.

Anthropic筹备IPO，估值超3000亿美元，与OpenAI争夺率先上市，后者估值或达万亿。 亚马逊发布Nova 2大模型家族和AI服务，提升推理、多模态能力，与OpenAI等巨头竞争。 OpenAI拉响“红色警报”，全力加速开发代号“Garlic”新模型，并推迟其他项目。 深度求索发布DeepSeek-V3.2及Speciale模型，性能对标GPT-5和Gemini-3.0-Pro，获奥赛金牌。 英伟达认购新思科技20亿美元普通股，扩大合作，赋能芯片设计、工程仿真与数字孪生。 蓝箭航天朱雀三号遥一火箭首飞二级入轨，但一级回收验证异常燃烧，未能软着陆。 非洲手机王传音控股递交香港H股上市申请，已在科创板上市，巩固新兴市场地位。 中金公司筹划换股吸收合并东兴证券、信达证券，建设一流投行，A股已停牌。 联想ISG上海等部门大规模裁员数百人，过程被指缺乏人文关怀，公司尚未回应。 Waymo无人驾驶出租车旧金山再撞狗，引发对自动驾驶安全标准的热议。 文字版更新到微信公众号《晚安咖啡GNC》

China's DeepSeek released AI models, free to compete with OpenAI's GPT-5 and Google's Gemini 3 Pro. Apple's AI VP Giannandrea retires, former Microsoft/Google expert Subramanya takes over, reshaping AI strategy. Samsung launched its first multi-fold smartphone, Galaxy Z TriFold, solidifying its foldable market position. OpenAI is testing ad features in ChatGPT, seeking new revenue streams, but CEO emphasizes core AI. Musk supports the H-1B visa program and states tariffs distort markets, emphasizing free trade efficiency. OpenAGI launched Lux AI agent, claiming superior PC operation capabilities over OpenAI and Anthropic. Didi Autonomous Driving launched 24/7 fully driverless passenger service in Guangzhou, entering a new phase. The Trump administration funded xLight with $150 million via the CHIPS Act, promoting chip manufacturing. Tsingmicro completed over 2 billion RMB Series C funding for next-gen reconfigurable chip R&D. Xiaomi Auto's cumulative deliveries exceeded 500,000 units, completing its 2025 delivery target early.

中国DeepSeek发布AI模型，免费抗衡OpenAI GPT-5和谷歌Gemini 3 Pro。 苹果AI高管詹南德雷亚退休，前微软谷歌专家苏布拉马尼亚接任，重塑AI战略。 三星发布首款多折叠手机Galaxy Z TriFold，巩固折叠屏市场地位。 OpenAI在ChatGPT测试广告功能，寻求新收入来源，但CEO强调核心AI。 马斯克支持H-1B签证项目，并称关税扭曲市场，强调自由贸易效率。 OpenAGI发布Lux AI代理，声称在PC操作能力上超越OpenAI和Anthropic。 滴滴自动驾驶在广州启动全天候全无人载客测试，迈入新阶段。 特朗普政府通过芯片法案向xLight注资1.5亿美元，推动芯片制造。 清微智能完成超20亿元C轮融资，用于下一代可重构芯片研发。 小米汽车累计交付量突破50万台，提前完成2025年交付目标。

OpenAI's ChatGPT is set to introduce ads to mitigate massive operating costs, marking a shift in CEO Altman's stance. Google CEO Pichai warned fragmented US AI regulation could hinder global competitiveness, urging national standards. Musk predicted a"post-work era" within two decades due to AI, where work is optional and energy replaces money. Nvidia CEO Jensen Huang pushed for company-wide AI automation, demanding employees AI-automate all tasks. Huawei Cloud's leadership reshuffle sees Zhou Yuefeng appointed CEO, shifting strategy to efficiency-first with R&D integrated into ICT. MIIT convened a battery industry meeting to regulate competition and address"involution" with industry giants participating. Xiaomi Auto launched"In-stock Vehicle Selection" to accelerate year-end deliveries, easing pressure, exceeding targets. ByteDance released the Doubao Phone Assistant tech preview, based on its large model, in partnership with ZTE, with no self-developed phone plan. Beike denied large-scale layoffs but is strategically transforming for efficiency, with new home business down and emerging sectors up.

OpenAI ChatGPT即将引入广告，以缓解巨额运营成本，CEO奥特曼态度转变。 谷歌CEO皮查伊警告美国AI监管分散将阻碍其全球竞争力，呼吁制定国家标准。 马斯克预言20年内人类将进入“后工作时代”，AI普及，能源将取代金钱。 英伟达黄仁勋力推公司全面AI自动化，要求员工将所有任务AI化，质疑不鼓励者。 华为云高层调整，周跃峰任CEO，战略转向效率优先，研发整合至ICT部门。 工信部召开电池行业座谈会，规范竞争，治理“内卷”，比亚迪宁德时代等参会。 小米汽车开放“现车选购”服务，助用户年底前提车，缓解交付压力，目标已超额完成。 字节跳动发布豆包手机助手技术预览版，基于豆包大模型，与中兴合作，无自研手机计划。 贝壳找房否认大规模裁员，但正战略转型降本增效，新房业务下滑，新兴业务占比提高。

Google's Gemini 3 Pro model excels, challenging OpenAI's leading position and intensifying AI competition. Norway's sovereign wealth fund will vote against Microsoft CEO Nadella's re-election and compensation, supporting a human rights report. Micron Technology plans to invest $9.6 billion in Japan to build a new HBM chip factory, aiming to catch up with competitors. Alibaba launches Quake AI Glasses, extending its Qianwen large model capabilities to hardware, opening a new chapter for AI human-computer interaction. Li Auto CEO Li Xiang admits to company management issues, reverts to a startup model, and plans embodied AI and in-house AI R&D. Shanghai Jiao Tong University launches the world's first undergraduate major in Embodied AI, partnering with Huawei to cultivate future AI talent. Former Intel CEO predicts quantum computing will become mainstream within two years, accelerating the burst of the AI bubble and replacing GPUs for AI training. TSMC sues its former senior VP for allegedly stealing advanced process technology secrets, including 2nm, before joining Intel. Tesla's sales in the Indian market are poor, with just over 100 EVs sold in two months, high vehicle prices being the main obstacle. ByteDance will partner with ZTE to release an AI phone in early December.

谷歌Gemini 3 Pro模型表现出色，挑战OpenAI领先地位，AI竞争加剧。 挪威主权基金将投票反对微软CEO纳德拉连任及其薪酬，支持人权报告。 美光科技计划在日本投资96亿美元，建设HBM芯片新工厂，追赶竞争对手。 阿里发布夸克AI眼镜，将千问大模型能力拓展至硬件，开启AI人机交互新篇章。 理想汽车CEO李想承认公司管理问题，重回创业模式，并布局具身智能和AI自研。 上海交大增设全球首个具身智能本科专业，联合华为培养未来AI人才。 英特尔前CEO预测量子计算两年内普及，加速AI泡沫破裂，取代GPU训练AI。 台积电起诉前资深副总经理窃取2纳米等先进工艺技术机密并跳槽英特尔。 特斯拉在印度市场销量不佳，两个月仅售出百余辆，高昂车价成主要障碍。 字节跳动将与中兴通讯合作，于12月初发布AI手机。

Airbus initiates emergency software fixes for 6000 A320 aircraft globally due to solar flare interference, expecting flight disruptions. Unitree Robotics completed IPO coaching, planning a Star Market listing, leading in global robot products with strong revenue and valuation. OpenAI partners accumulate nearly $100B debt for AI infrastructure; Oracle and others negotiate a new $38B loan. Amazon employees globally staged Black Friday strikes, protesting intense work, low wages, and anti-union tactics. China's National Space Administration established a commercial space department and released a plan to promote high-quality and safe commercial space development. Elon Musk's X and xAI sued Apple and OpenAI, alleging anti-competitive practices in their AI integration. Baidu launched a new round of large-scale layoffs, severely impacting its mobile ecosystem group, with some teams seeing up to 40% cuts. Former Tesla Optimus dexterous hand engineer Lu Zeyu joined Xiaomi's robotics team as head of dexterous hand technology.

空客对全球6000架A320客机紧急软件修复，系太阳耀斑干扰所致，预计影响全球航班。 宇树科技完成IPO辅导，拟冲刺科创板，机器人产品全球领先，营收与估值强劲。 OpenAI合作伙伴为AI基建累计负债近千亿美元，甲骨文等正洽谈380亿美元新贷款。 亚马逊全球员工在黑色星期五发起罢工，抗议高强度工作、低工资及反工会策略。 国家航天局设立商业航天司并发布行动计划，推动商业航天高质量安全发展。 马斯克公司X和xAI起诉苹果与OpenAI，指控其AI整合存在反竞争行为。 百度启动新一轮大规模裁员，移动生态事业群组受影响严重，部分团队裁员达四成。 前特斯拉Optimus灵巧手成员卢泽宇加入小米机器人团队，担任灵巧手技术负责人。 美团CEO王兴反对外卖行业价格战，强调这种“内卷式”竞争不可持续。

Anthropic launched Claude 4.5, claiming global best in coding/agents, significantly reducing costs. Baidu's Kunlun chips fill Nvidia gap; M100/M300 chips to be released. OpenAI's massive compute needs are financed by partners, company bears minimal risk. TSMC sued ex-VP for allegedly taking core trade secrets to Intel. Google accelerates AI-centric Android PC OS, potentially replacing ChromeOS. MIIT will regulate irrational competition in power batteries, promoting high-quality development. DeepSeek launched self-verifying math model, outperforming humans in competitions. Meituan Q3 revenue up 2%, but surging marketing led to 18.6 billion loss. Huawei Cloud reorganized; Zhou Yuefeng appointed CEO, Zhang Pingan Chairman. Avatr Technology applied for HK IPO, accelerating global strategy.