AI科技热点日报 | 2026年07月19日

AI科技热点日报 | 2026年07月19日

综合整理自 The Verge、TechCrunch、VentureBeat、彭博社、界面新闻、36氪、虎嗅、钛媒体、财联社、东方财富网等科技财经媒体当日及最近 48 小时报道，聚焦 AI 大模型、具身智能、AI 芯片、企业级智能体与产业资本动态。

📌 今日摘要

2026 世界人工智能大会（WAIC）第二日议程继续推进，腾讯正式升级"具身智能全栈方案"并发布 ADP4.0 海外版，混元 Hy3 上线一周调用量较前代增长逾 68 倍登顶 OpenRouter 全球榜；阿里巴巴在 WAIC 现场发布企业级 AI 应用创作平台"秒悟团队版"（Meoo Team），切入企业级 AI 协同赛道；AI 芯片独角兽 Groq 即将完成约 6 亿美元新一轮融资，整体估值跃升至约 60 亿美元；长电科技发布半年度业绩预告，2026 上半年净利润同比预增 63.48%—101.70%，AI 基础设施需求拉动封测业务高景气；智元远征 A3 Ultra 入选 WAIC"镇馆之宝"并启动量产交付，月之暗面 Kimi K3 开源 2.8 万亿参数模型重塑大模型开源版图。

Today marks the second day of WAIC 2026, with Tencent formally upgrading its “Embodied AI Full-Stack Solution” alongside the overseas launch of ADP4.0 — Hunyuan Hy3 topped OpenRouter’s global call-volume chart with 68x growth week-on-week; Alibaba unveiled its enterprise AI creation platform Meoo Team at the WAIC venue, tapping the enterprise-grade AI collaboration market; AI chip unicorn Groq is closing a roughly $600M round at a $6B valuation; JCET released interim earnings guidance showing 63.48%—101.70% net profit growth on AI infrastructure tailwinds; Zhiyuan’s Yuanzheng A3 Ultra humanoid robot entered WAIC’s “Treasures of the Exhibition” and began commercial mass production, while Moonshot AI’s open-source 2.8T-parameter Kimi K3 redrew the map of open-source foundation models.

一、WAIC 2026 现场｜腾讯升级"具身智能全栈方案"，混元 Hy3 调用量登顶全球榜

事件概要

7 月 18 日，2026 世界人工智能大会（WAIC）进入第二日议程。腾讯在腾讯 AI 论坛上正式升级发布"具身智能全栈方案"，贯穿云底座、模型层、平台层与应用层。在模型层，腾讯推出 Hy-Embodied-VLA-0.5、VLM-1.0 与 RxBrain-1.0 具身模型矩阵，其中认知大脑 RxBrain-1.0 首创文本推理与视觉想象深度协同，感知模型 VLM-1.0 仅用旗舰十分之一计算量即可达到同档性能。框架层推出 TairosAgent 具身智能体框架与 Apexio 智能体，将"左右脑"“大脑”“小脑"与身体整合为完整系统。应用层打造业内首个云端 EaaS（Embodied-AI-as-a-Service）具身智能服务。同步上线的腾讯云企业级智能体开发平台 ADP4.0 海外版已在 30 多个行业落地，并发布"十大行业百大场景生态计划”。面向个人用户的 WorkBuddy 推出独立 App，成为业界首个登陆 iOS、Android、鸿蒙三端的通用智能体应用。腾讯披露，重构后的混元 Hy3 总调用量较前代 Hy2 增长逾 68 倍，登顶 OpenRouter 全球大模型调用量总榜。

On July 18, the second day of WAIC 2026, Tencent officially upgraded and released its “Embodied AI Full-Stack Solution” at the Tencent AI Forum, spanning cloud infrastructure, model layer, platform layer, and application layer. At the model layer, Tencent launched the embodied model matrix comprising Hy-Embodied-VLA-0.5, VLM-1.0, and RxBrain-1.0, where the cognitive brain RxBrain-1.0 pioneers deep collaboration between text reasoning and visual imagination, while the perception model VLM-1.0 achieves flagship performance at one-tenth the compute. At the framework layer, the TairosAgent embodied agent framework and Apexio agent integrate “left and right brain,” “cerebrum,” “cerebellum,” and body into a unified system. The application layer introduces the industry’s first cloud-based EaaS (Embodied-AI-as-a-Service) offering. The simultaneously launched overseas version of Tencent Cloud’s enterprise agent development platform ADP4.0 has been deployed across more than 30 industries, accompanied by a “Ten Industries, Hundred Scenarios Ecosystem Plan.” For individual users, WorkBuddy debuted as an independent app, becoming the industry’s first general-purpose agent application available across iOS, Android, and HarmonyOS. Tencent disclosed that the refactored Hunyuan Hy3 saw total call volume grow more than 68x over its predecessor Hy2, claiming the top spot on OpenRouter’s global LLM call-volume ranking.

来源 / Sources

• 36氪快讯：腾讯升级发布"具身智能全栈方案"
• 财联社：腾讯升级发布具身智能全栈方案 ADP4.0 海外版上线
• 东方财富：腾讯升级发布"具身智能全栈方案"

二、大模型与开源生态｜月之暗面 Kimi K3 发布 2.8 万亿参数开源模型

事件概要

7 月 16 日，北京月之暗面科技有限公司在 WAIC 2026 开幕前夕正式发布新一代旗舰开源基础模型 Kimi K3，模型总参数规模达 2.8 万亿，配置 896 个专家，单次推理动态激活其中 16 个，是全球首个开源的 3T 级模型。Kimi K3 基于自研 Kimi Delta Attention（KDA）混合线性注意力机制与注意力残差（Attention Residuals）技术构建，原生支持视觉理解，上下文窗口达 100 万 token，重点面向长程编程、知识工作、深度研究与多模态理解等复杂任务。月之暗面披露，Kimi K3 综合智能水平已接近全球前沿闭源模型，API 端兼容 OpenAI SDK，输入定价 3 美元/百万 token、输出定价 15 美元/百万 token，缓存输入 0.30 美元/百万 token。模型已在 Kimi App、Kimi Work、Kimi Code 与 Kimi API 全线上线，完整模型权重预计于 7 月 27 日前全部开源。

On July 16, Beijing Moonshot AI Technology formally released its new-generation flagship open-source foundation model Kimi K3 on the eve of WAIC 2026. With 2.8T total parameters distributed across 896 experts and 16 dynamically activated per inference, it is the world’s first open-source 3T-class model. Kimi K3 is built on the in-house Kimi Delta Attention (KDA) hybrid linear attention mechanism combined with Attention Residuals, natively supports visual understanding, and offers a 1M-token context window, targeting long-horizon programming, knowledge work, deep research, and multimodal understanding. Moonshot disclosed that Kimi K3’s overall intelligence has approached the frontier of global closed-source systems, with the API compatible with the OpenAI SDK — pricing at $3/M input tokens, $15/M output tokens, and $0.30/M cached input tokens. The model is live across Kimi App, Kimi Work, Kimi Code, and Kimi API, with full model weights scheduled to be fully open-sourced by July 27.

来源 / Sources

• 钛媒体：2.8 万亿参数只是开始，Kimi K3 正在把大模型竞争推向"AI 造 AI"
• 36氪快讯：月之暗面发布 Kimi K3，2.8 万亿参数开源模型
• 新智元：Kimi K3 发布搅动 AI 圈，美头部 AI 厂商降价放额度

三、具身智能与人形机器人｜智元远征 A3 Ultra 入选 WAIC"镇馆之宝"，开启量产交付

事件概要

7 月 17 日，2026 WAIC 揭晓十大"镇馆之宝"，智元机器人商用全尺寸人形机器人远征 A3 Ultra 入选，并成为 10 件入选展品中唯一一款具身智能机器人产品。远征 A3 Ultra 身高 174cm，定位"24 小时金牌接待员"，搭载 360° 视觉与激光雷达融合感知系统，配套 700TOPS 算力与自研三层异构计算架构，可自主构建语义地图、进行任务拆解、路径规划与动态避障。配合标配高阶灵巧手与 UWB+RTK 厘米级融合定位，可独立完成全套服务作业，并实现室内外导航无缝切换。智元披露，远征 A3 Ultra 是全球首个可量产商业化部署的全尺寸人形机器人。同日现场，中兴通讯发布星系列人形机器人与具身智能解决方案，轻量化全尺寸人形机器人"中兴星仔"身高 1.6 米、自重 30 余千克，是当前业内同规格尺寸下最轻人形产品；同期发布的 OEX 超节点新品面向智算时代实现系统级跃迁。

On July 17, WAIC 2026 announced its “Top 10 Treasures of the Exhibition,” with Zhiyuan Robotics’ commercial full-size humanoid robot Yuanzheng A3 Ultra selected as the only embodied AI robot product among the ten honorees. Standing 174cm tall and positioned as a “24-hour gold-medal receptionist,” Yuanzheng A3 Ultra integrates a 360° vision + LiDAR fusion perception system with 700 TOPS of compute and an in-house three-layer heterogeneous compute architecture, supporting autonomous semantic map construction, task decomposition, path planning, and dynamic obstacle avoidance. Coupled with high-end dexterous hands and UWB+RTK centimeter-level fusion positioning, it can independently execute full-service workflows with seamless indoor-outdoor navigation. Zhiyuan disclosed that Yuanzheng A3 Ultra is the world’s first mass-producible, commercially deployable full-size humanoid robot. On the same day at the venue, ZTE unveiled its Star-series humanoid robot and embodied AI solution — the lightweight full-size “ZTE Xingzai” stands 1.6m tall and weighs just over 30kg, currently the lightest humanoid in its size class — while also releasing the OEX super-node product targeting a system-level leap for the intelligent computing era.

来源 / Sources

• 界面新闻：智元机器人发布商用全尺寸远征 A3 Ultra，入选 WAIC 2026 十大镇馆之宝
• 界面新闻：智元远征 A3 Ultra 摘得 WAIC 2026"镇馆之宝"
• 财联社：中兴通讯发布星系列人形机器人及具身智能解决方案

四、AI 芯片与算力基建｜长电科技 2026 上半年净利预增 63.48%—101.70%，AI 封测景气兑现

事件概要

7 月 18 日，长电科技（600584.SH）发布半年度业绩预告，预计 2026 年上半年归属于上市公司股东的净利润 7.70 亿元至 9.50 亿元，同比增长 63.48%—101.70%；扣非净利润 7.40 亿元至 9.10 亿元，同比增长 68.95%—107.76%。公司表示，业绩增长主要受益于 AI 相关基础设施需求快速增长，半导体行业景气度持续提升，公司加强市场拓展、客户订单增长、产能利用率提升，同时优化产品结构、深化降本增效，扣非净利润增幅区间整体高于归母净利润，显示本轮增长来自主营业务改善。同步市场层面，蔚来旗下芯片子公司神玑已完成近 30 亿元融资，携 NX9031X、NX9031U、NX9031C 等多颗芯片亮相 WAIC 2026，覆盖智能辅助驾驶、具身智能与 Agent 推理三大 AI 赛道。海外端，AI 芯片独角兽 Groq 据彭博社披露即将完成约 6 亿美元新一轮融资，由奥斯汀风投 Disruptive 领投，整体估值跃升至约 60 亿美元，较九个月前翻倍。

On July 18, JCET (600584.SH) released its interim earnings forecast, projecting H1 2026 net profit attributable to shareholders of RMB 770M–950M, up 63.48%—101.70% year-on-year; non-GAAP net profit is expected at RMB 740M–910M, up 68.95%—107.76%. The company attributed the growth to surging demand for AI-related infrastructure, continued improvement in semiconductor industry sentiment, expanded market presence, growing customer orders, higher capacity utilization, alongside product mix optimization and cost-reduction efforts — the fact that non-GAAP net profit growth outpaced reported net profit indicates the improvement is rooted in core operations. In parallel, NIO’s chip subsidiary Shenji has closed approximately RMB 3B in funding and debuted NX9031X, NX9031U, and NX9031C at WAIC 2026, spanning intelligent assisted driving, embodied AI, and Agent inference. Overseas, AI chip unicorn Groq is reportedly closing a ~$600M round led by Austin-based Disruptive, with valuation climbing to ~$6B — roughly double the level nine months prior, per Bloomberg.

来源 / Sources

• 财联社：长电科技五年 77.5 亿元研发投入进入兑现期，上半年扣非净利润大增
• 界面新闻：长电科技扣非净利润同比预增 68.95%—107.76%
• Bloomberg via 36氪快讯：AI 芯片独角兽 Groq 即将获 6 亿美元融资，估值翻倍
• 东方财富：蔚来芯片子公司神玑完成近 30 亿元融资，亮相 WAIC 2026

五、企业级 AI 与智能体落地｜阿里发布"秒悟团队版"，切入企业级 AI 协同

事件概要

7 月 18 日，阿里巴巴在 WAIC 2026 现场发布企业级 AI 应用创作平台"秒悟团队版"（Meoo Team），核心能力包括统一身份管理、统一采购与额度管控、精细化权限管理、团队资产共享等，旨在解决企业在 AI 创作中的资源统筹、权限分配与资产归属问题。Meoo Team 可提升电商、内容创作、产运、营销、财务、教育等多团队的协同效率。同日，云迹科技在 WAIC 发布"人机共生世界价值模型"，基于超 11 亿次真实服务交互数据训练，打造面向物理世界、以价值最优为目标的人机协同智能大脑，配套 T1—T4 四层架构，将复杂服务拆解为场景理解、任务规划、资源调度与原子执行。它石智航同期亮相 AWE 3.5 大模型与真实产线集群、灵巧手魔术，展示物理 AI 在真实工业场景的落地能力。WAIC 现场发布的"镇馆之宝"还覆盖阿里云磐久超节点服务器等多款企业级 AI 基础设施。

On July 18, Alibaba launched the enterprise-grade AI creation platform “Meoo Team” at the WAIC 2026 venue, with core capabilities spanning unified identity management, unified procurement and quota control, granular permission management, and team asset sharing — designed to address the resource orchestration, permission allocation, and asset attribution challenges enterprises face when scaling AI creation. Meoo Team can enhance collaboration efficiency across e-commerce, content creation, product and operations, marketing, finance, and education teams. On the same day, Yunji Technology unveiled its “Human-Machine Symbiotic World Value Model” at WAIC, trained on over 1.1 billion real-world service interactions to deliver a value-optimal human-machine collaborative intelligence brain for the physical world, supported by a four-layer T1—T4 architecture that decomposes complex services into scene understanding, task planning, resource scheduling, and atomic execution. Tashizhihang also presented AWE 3.5, a real production-line cluster, and dexterous-hand demonstrations, showcasing physical AI deployment in real industrial scenarios. WAIC’s “Treasures of the Exhibition” lineup further included Alibaba Cloud’s Panjiu super-node server and other enterprise-grade AI infrastructure.

来源 / Sources

• 界面新闻：阿里发布秒悟团队版，打造企业级 AI 应用创作平台
• 数字经济网：阿里发布秒悟团队版
• 财联社：云迹科技发布"人机共生世界价值模型"
• 36氪快讯：它石智航 AWE 3.5 大模型亮相 WAIC 2026

六、产业资本与投融资｜港股 AI 股权融资额突破 670 亿美元，机器人赛道半年融资近千亿

事件概要

Dealogic 数据显示，截至 7 月 7 日，港股市场 2026 年股权融资（IPO+可转债+再融资）金额累计已达 670 亿美元，超过 2025 年全年的 70%；其中 IPO 融资总额 303 亿美元，与 2025 年全年（366 亿美元）仅相差 63 亿美元，AI 与具身智能赛道成为核心增量。聚焦具身智能赛道，IT 桔子数据显示 2026 上半年国内具身智能融资总金额已突破 935 亿元，较 2025 上半年提升近 5 倍，投融资事件达 322 起，同比增长 137%；单月融资事件数在 3 月与 6 月均突破 60 起，进入 7 月后星动纪元、墨奇智能等企业接力官宣 10 亿级融资。行业大会层面，WAIC 2026 现场展出 208 款具身智能终端、超 300 台真机，宇树科技、智元机器人、傅利叶等头部人形机器人企业悉数参展，中信建投指出人形机器人产业链加速资本化与场景落地，7—8 月将成为产业趋势验证的关键做多窗口期。海外端，Physical AI 赛道迄今最大单笔融资诞生——机器人基础模型公司 Skild AI 完成 14 亿美元 C 轮融资，估值超 140 亿美元。

According to Dealogic data, as of July 7 Hong Kong’s 2026 equity financing (IPO + convertible bonds + follow-on offerings) had reached USD 67B — already exceeding 70% of the full-year 2025 total — with IPO proceeds alone at USD 30.3B, narrowing the gap to the full-year 2025 figure (USD 36.6B) by just USD 6.3B. AI and embodied intelligence are the primary growth contributors. Within the embodied AI track, IT Juzi data shows that domestic embodied AI financing in H1 2026 surpassed RMB 93.5B, nearly 5x the same period last year, with 322 deals representing 137% year-on-year growth. Monthly deal counts crossed 60 in both March and June, and momentum continued into July with Xingdong Era, Moqi Intelligence, and others announcing RMB 1B+ rounds. At the exhibition level, WAIC 2026 showcased 208 embodied AI terminals and over 300 real machines, with Unitree, Zhiyuan, Fourier, and other leading humanoid robot companies all exhibiting. CITIC Construction Investment noted that the humanoid robot value chain is accelerating capital formation and scenario deployment, with July—August emerging as the critical window for validating industry trends. Overseas, the largest single financing in the Physical AI track to date closed — robot foundation model company Skild AI completed a USD 1.4B Series C round at a valuation exceeding USD 14B.

来源 / Sources

• 财联社：港股 2026 年股权融资额已达 670 亿美元，AI 赛道热情不减
• IT 桔子 / 投资界：具身智能融资半年破 900 亿，投资逻辑从"后空翻"转向"搬砖头"
• 东方财富：2026 世界人工智能大会展出 208 款具身智能终端，机器人 ETF 资金净流入
• Bloomberg / TechCrunch：Skild AI 获 14 亿美元 C 轮融资，估值超 140 亿美元

行业数据速览

媒体人解读

WAIC 2026 进入第二天议程后，整场大会的关键词已经从年初的"参数军备竞赛"悄然转向"Agent 落地"与"具身量产"。一方面，腾讯、阿里、它石智航、云迹科技、智身科技等公司接连发布企业级与产业级智能体方案，把"模型即产品"升级为"模型即服务 + 即场景"，EaaS、TairosAgent、Meoo Team、世界价值模型等新范式快速从概念验证走向商业化部署；另一方面，智元远征 A3 Ultra 入选"镇馆之宝"且明确"首个可量产商用"定位，叠加长电科技封测业绩同比翻倍、神玑近 30 亿元融资到位、Groq 估值 9 个月翻倍至 60 亿美元，资本市场对"算力—芯片—机器人—智能体"完整链路的下注已经形成共识。值得注意的是，Kimi K3 2.8 万亿参数开源 + OpenRouter 上混元 Hy3 调用量登顶，意味着中国大模型在"开源规模"与"推理调用"两个维度同时站上全球第一梯队。结合港股 AI 股权融资突破 670 亿美元、国内具身智能半年融资近千亿的数据，下半年的产业竞争将不再是"谁参数更大"，而是"谁能率先把智能体送进真实生产场景并跑通商业模式"。

After day two of WAIC 2026, the central keyword of the conference has quietly shifted from the early-year “parameter arms race” toward “Agent deployment” and “embodied mass production.” On one front, Tencent, Alibaba, Tashizhihang, Yunji Technology, and Zhishen Technology have successively released enterprise- and industry-grade agent solutions, evolving “model as product” into “model as service + as scenario” — EaaS, TairosAgent, Meoo Team, and the World Value Model paradigm are rapidly moving from proof-of-concept to commercial deployment. On another front, Zhiyuan’s Yuanzheng A3 Ultra entered WAIC’s “Treasures” with explicit positioning as the “first mass-producible commercial” humanoid, paired with JCET’s packaging and testing earnings doubling, Shenji’s ~RMB 3B funding closure, and Groq’s 9-month valuation doubling to USD 6B — capital markets have reached consensus on a complete “compute — chip — robot — agent” chain. Notably, Kimi K3’s open-sourcing at 2.8T parameters combined with Hunyuan Hy3 topping OpenRouter’s global call-volume ranking signals that Chinese foundation models now lead globally in both “open-source scale” and “inference volume.” Combined with the data showing HK-listed AI equity financing surpassing USD 67B and domestic embodied AI H1 financing approaching RMB 100B, the second half’s industry competition will no longer be “who has the bigger parameters” but “who can first embed agents into real production scenarios and validate a working business model.”

参考来源

英文来源

• Bloomberg / TechCrunch: Skild AI closes USD 1.4B Series C at USD 14B valuation
• The Verge: WAIC 2026 — humanoid robots deployed for live event services
• VentureBeat: Tencent Hunyuan Hy3 tops OpenRouter global ranking
• MIT Technology Review: Open-source 2.8T-parameter Kimi K3 reshapes foundation model landscape
• Bloomberg: AI chip unicorn Groq raising USD 600M at USD 6B valuation
• IEEE Spectrum: Mass-producible commercial humanoid robots debut at WAIC 2026

中文来源

• 财联社：长电科技上半年扣非净利润大增 63.48%—101.70%
• 界面新闻：智元机器人发布商用全尺寸远征 A3 Ultra
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本文内容综合整理自上述公开信息来源，媒体人解读仅代表个人观点，仅供参考。

作者署名：刘一说 🎙️

发布日期：2026年07月19日