科技快讯：昆仑芯拟赴港上市估值500亿，三星海力士十年 trillion 投入

2026-06-29星期一 海外财经科技动态速递（每日送出，如有遗漏，欢迎私信索取）

华尔街日报：中国重燃人工智能竞争，安全专家指出智谱本月推出的新模型在修复安全漏洞能力上媲美美国最新产品，这将重塑全球技术格局，迫使美国政府大幅调整其人工智能战略

China Resets the AI Race. Security researchers said that a new AI model released this month by China’s Zhipu AI, also known as Z.ai, can match the latest U.S. models when it comes to finding security bugs, a development poised to reset the global tech race and pressure the White House in its overhaul of U.S. AI policy.

The Information：百度旗下人工智能芯片业务昆仑芯筹备港股发行，目标估值达500亿美元

Kunlunxin Technology, an AI chip firm majority owned by search engine company Baidu, is planning to go public in Hong Kong at a target valuation of $50 billion

The Information：百度芯片部门要求IPO投资者采购其半导体产品

Baidu's Chip Unit Asked IPO Investors to Buy Its Semiconductors

彭博社：腾讯测试TenPayGo支付应用，随外籍人士入境中国数量攀升

Tencent Trials TenPayGo Pay App as Foreign Visits to China Rise

The Information：全球十大广告公司中已有五家源自中国

The 10 Biggest Ad Firms Now Include Five From China

彭博社：中印头部企业市值缩水，因人工智能业务进展滞后

China, India See Top Firms Lose Market Cap Share in AI Lag

彭博社：和平谈判重启传闻推动美股期货上扬

US Futures Climb on Reports Peace Talks to Resume

彭博社：助推美股上涨的杠杆操作引发市场忧虑

Leverage That Fueled US Stock Rally Becomes a Growing Concern

彭博社：传闻三星与SK海力士十年内将投入1.3万亿美元

Samsung, SK Reportedly to Invest $1.3 Trillion Over 10 Years

华尔街日报：芯片制造商借人工智能业务大获其利，其他领域却受挤压，我们正目睹资金从人工智能供应商乃至未来用户向芯片制造方转移的罕见现象

Chip Makers Are Profiting Off AI at the Expense of Just About Everyone Else. We are witnessing an extraordinary transfer of cash from the providers of AI—and, perhaps one day, AI users—to memory-chip makers.

金融时报：谷歌限制Meta使用Gemini模型，人工智能需求激增导致算力紧张，对先进模型渴求正使计算力成为科技行业最稀缺资源

Google caps Meta's Gemini use as AI demand strains capacity. Surging appetite for advanced models is turning computing power into the tech industry's scarcest commodity

彭博社：人工智能初创企业Firmus拟携手英伟达在印尼打造数据中心

AI Startup Firmus to Build Indonesia Data Center With Nvidia