{
  "generated_at": "2026-06-15T06:13:23.792523+00:00",
  "source": "notion_api",
  "since": "2026-06-05",
  "mode": "merge_existing",
  "new_event_count": 11,
  "events": [
    {
      "id": "draft-2025-07-11-kimi-kimi-k2-7-code",
      "date": "2025-07-11",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "model_release",
      "title": "Kimi K2.7 Code发布",
      "summary": "周报记录模型/产品更新：Kimi K2.7 Code发布",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260614-379faf1c85f380a7aa46eb109318d174",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "Kimi拟融资$2B，估值$30B，超过Minimax；Kimi K2.7 Code发布，并提供~200tps版本",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-11-openai-alex-heath-openai-chatg",
      "date": "2026-01-11",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "Alex Heath表示OpenAI将开始在 ChatG...",
      "summary": "周报记录公司事件：Alex Heath表示OpenAI将开始在 ChatGPT 中测试广告",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260111-2e5faf1c85f38000a8b6c5117f17d94c",
      "source_page_title": "海内外TMT观察-260111 ",
      "source_section": "OpenAI：公司推出ChatGPT Health并计划测试广告",
      "raw_title": "Alex Heath表示OpenAI将开始在 ChatGPT 中测试广告",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-18-alibaba-qwen-chatbot-super-ai",
      "date": "2026-01-18",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "company",
      "title": "阿里巴巴：Qwen从chatbot转向Super AI...",
      "summary": "周报记录公司事件：阿里巴巴：Qwen从chatbot转向Super AI Agent",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260118-2e5faf1c85f380e6b263c71734569314",
      "source_page_title": "海内外TMT观察-260118",
      "source_section": "模型与CSP",
      "raw_title": "阿里巴巴：Qwen从chatbot转向Super AI Agent",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-18-openai-openai-cerebras",
      "date": "2026-01-18",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI：与 Cerebras 达成数十亿美元计算合...",
      "summary": "周报记录公司事件：OpenAI：与 Cerebras 达成数十亿美元计算合作伙伴关系",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260118-2e5faf1c85f380e6b263c71734569314",
      "source_page_title": "海内外TMT观察-260118",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：与 Cerebras 达成数十亿美元计算合作伙伴关系；计划于2026年推出Titan AI芯片；为计划中的机器人和AI设备扩张寻求美国本土供应商；分享广告原则",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-25-alibaba-event",
      "date": "2026-01-25",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "financing",
      "title": "阿里：计划平头哥独立上市",
      "summary": "周报记录投融资或估值事件：Alibaba：计划平头哥独立上市",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260125-2f0faf1c85f3807893d4c23e61ea54cf",
      "source_page_title": "海内外TMT观察-260125",
      "source_section": "模型与CSP",
      "raw_title": "Alibaba：计划平头哥独立上市",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-25-google-google-gemini",
      "date": "2026-01-25",
      "vendor": "google",
      "company": "google",
      "event_type": "company",
      "title": "Google：Gemini开发者请求五个月内翻番",
      "summary": "周报记录公司事件：Google：Gemini开发者请求五个月内翻番，企业版用户达800w",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260125-2f0faf1c85f3807893d4c23e61ea54cf",
      "source_page_title": "海内外TMT观察-260125",
      "source_section": "模型与CSP",
      "raw_title": "Google：Gemini开发者请求五个月内翻番，企业版用户达800w；Youtube CEO将在26年遏制AI垃圾内容",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-25-meta-meta-ai",
      "date": "2026-01-25",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "Meta：新AI团队已在内部交付首批关键模型",
      "summary": "周报记录公司事件：Meta：新AI团队已在内部交付首批关键模型",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260125-2f0faf1c85f3807893d4c23e61ea54cf",
      "source_page_title": "海内外TMT观察-260125",
      "source_section": "广告",
      "raw_title": "Meta：新AI团队已在内部交付首批关键模型；广告负载yoy上升，qoq下降",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-25-openai-openai-now-ai",
      "date": "2026-01-25",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI：与NOW达成协议将AI引入商业软件",
      "summary": "周报记录公司事件：OpenAI：与NOW达成协议将AI引入商业软件",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260125-2f0faf1c85f3807893d4c23e61ea54cf",
      "source_page_title": "海内外TMT观察-260125",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：与NOW达成协议将AI引入商业软件；马斯克向其索赔；广告计划于2月初上线，计费方式基于展示量；GPT关键市场yoy数据乐观；正在寻求$500亿融资",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-27-kimi-kimi-k2-5",
      "date": "2026-01-27",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "model_release",
      "title": "Kimi K2.5 发布",
      "summary": "Kimi K2.5 发布，推动月之暗面模型升级叙事。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260201-2f7faf1c85f38085b385e8d47391a6ed",
      "source_page_title": "海内外TMT观察-260201",
      "source_section": "模型与CSP",
      "raw_title": "Kimi：发布新模型Kimi K2.5",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-01-27-kimi-kimi-25-arr-1",
      "date": "2026-01-27",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "model_release",
      "title": "Kimi：25年中ARR突破$1亿",
      "summary": "周报记录模型/产品更新：Kimi：25年中ARR突破$1亿，26年K2.5大模型发布累计20天收入超25全年，预计ARR达$1.2B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "Kimi：25年中ARR突破$1亿，26年K2.5大模型发布累计20天收入超25全年，预计ARR达$1.2B",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-01-alibaba-qwen3-max-thinking",
      "date": "2026-02-01",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "model_release",
      "title": "阿里：推出Qwen3-Max-Thinking",
      "summary": "周报记录模型/产品更新：Alibaba：推出Qwen3-Max-Thinking",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260201-2f7faf1c85f38085b385e8d47391a6ed",
      "source_page_title": "海内外TMT观察-260201",
      "source_section": "模型与CSP",
      "raw_title": "Alibaba：推出Qwen3-Max-Thinking；考虑将未来三年投入到AI基建与云计算上的3800亿元提升至4800亿",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-01-meta-meta-blackwell-super",
      "date": "2026-02-01",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "Meta：受 Blackwell 算力周期与 Super...",
      "summary": "周报记录公司事件：Meta：受 Blackwell 算力周期与 Superintelligence Labs 重启共振驱动",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260201-2f7faf1c85f38085b385e8d47391a6ed",
      "source_page_title": "海内外TMT观察-260201",
      "source_section": "广告",
      "raw_title": "Meta：受 Blackwell 算力周期与 Superintelligence Labs 重启共振驱动；将向康宁公司支付$ 60 亿用于为其AI数据中心采购光纤电缆；将在 Instagram、Facebook 和 WhatsApp 上测试高级订阅服务；MTIA-3 AI 芯片预计将于 2026 年下半年首次亮相",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-01-openai-openai",
      "date": "2026-02-01",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI：计划放缓招聘步伐",
      "summary": "周报记录公司事件：OpenAI：计划放缓招聘步伐",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260201-2f7faf1c85f38085b385e8d47391a6ed",
      "source_page_title": "海内外TMT观察-260201",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：计划放缓招聘步伐；软银正洽谈向其追加投资至多$ 300亿，英伟达、微软、亚马逊洽谈投资$ 600亿；计划Q4 IPO",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-05-anthropic-anthropic-opus-4-6",
      "date": "2026-02-05",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "model_release",
      "title": "Anthropic：推出Opus 4.6",
      "summary": "周报记录模型/产品更新：Anthropic：推出Opus 4.6，支持1M token上下文输入和128K输出，拥有自适应思考模式",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic：推出Opus 4.6，支持1M token上下文输入和128K输出，拥有自适应思考模式；推出“Claude + 行业插件” AI 自动化工具，引软件股抛售",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-05-openai-gpt-5-3-codex",
      "date": "2026-02-05",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "推出GPT-5.3-Codex",
      "summary": "周报记录模型/产品更新：推出GPT-5.3-Codex",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：招聘数百名AI顾问，目标26年2B收入160亿美元（占比50%）；Snowflake向OpenAI支付2亿美元，原生集成GPT-5.2；发布Frontier助力企业部署AI；推出GPT-5.3-Codex",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-anthropic-anthropic-claude-code-github",
      "date": "2026-02-08",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic：Claude Code占GitHub...",
      "summary": "周报记录公司事件：Anthropic：Claude Code占GitHub日提交量4%，季度ARR新增规模反超OpenAI，2026年算力部署规模将追平对手",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic：Claude Code占GitHub日提交量4%，季度ARR新增规模反超OpenAI，2026年算力部署规模将追平对手",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-bytedance-sota-seedance-2-0",
      "date": "2026-02-08",
      "vendor": "bytedance",
      "company": "bytedance",
      "event_type": "model_release",
      "title": "字节：SOTA 视频模型Seedance 2.0即将发布",
      "summary": "周报记录模型/产品更新：字节：SOTA 视频模型Seedance 2.0即将发布，支持60s 2K视频及高角色一致性",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "字节：SOTA 视频模型Seedance 2.0即将发布，支持60s 2K视频及高角色一致性",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-meta-meta-llm-avocado",
      "date": "2026-02-08",
      "vendor": "meta",
      "company": "meta",
      "event_type": "model_release",
      "title": "Meta：已完成下一代LLM Avocado预训练",
      "summary": "周报记录模型/产品更新：Meta：已完成下一代LLM Avocado预训练，性能超过其最优开源基础模型",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "广告",
      "raw_title": "Meta：已完成下一代LLM Avocado预训练，性能超过其最优开源基础模型",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-openai-openai-anthropic-ant",
      "date": "2026-02-08",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI与Anthropic广告策略产生分歧：Ant...",
      "summary": "周报记录公司事件：OpenAI与Anthropic广告策略产生分歧：Anthropic承诺无广告，OpenAI表示“答案不植入广告”，强调广告旨在实现AI的全民普及",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI与Anthropic广告策略产生分歧：Anthropic承诺无广告，OpenAI表示“答案不植入广告”，强调广告旨在实现AI的全民普及",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-openai-openai-nvidia",
      "date": "2026-02-08",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "OpenAI从单一依赖NVIDIA转向多供应商策略",
      "summary": "周报记录投融资或估值事件：OpenAI从单一依赖NVIDIA转向多供应商策略，NVIDIA称双方合作顺利将参与后续融资",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI从单一依赖NVIDIA转向多供应商策略，NVIDIA称双方合作顺利将参与后续融资",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-openai-openai-ai",
      "date": "2026-02-08",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI：招聘数百名AI顾问",
      "summary": "周报记录公司事件：OpenAI：招聘数百名AI顾问，目标26年2B收入160亿美元（占比50%）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：招聘数百名AI顾问，目标26年2B收入160亿美元（占比50%）；Snowflake向OpenAI支付2亿美元，原生集成GPT-5.2；发布Frontier助力企业部署AI；推出GPT-5.3-Codex",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-08-spacex-xai-spacex-xai-1-25",
      "date": "2026-02-08",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "financing",
      "title": "xAI：SpaceX与xAI合并，总估值达1.25万亿美元",
      "summary": "周报记录投融资或估值事件：xAI：SpaceX与xAI合并，总估值达1.25万亿美元",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260208-302faf1c85f380b889cbd92e22f54680",
      "source_page_title": "海内外TMT观察-260208",
      "source_section": "模型与CSP",
      "raw_title": "xAI：SpaceX与xAI合并，总估值达1.25万亿美元",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-11-zhipu-glm-5-2",
      "date": "2026-02-11",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "model_release",
      "title": "GLM-5.2发布",
      "summary": "周报记录模型/产品更新：GLM-5.2发布",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260614-379faf1c85f380a7aa46eb109318d174",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "GLM-5.2发布，对标Opus模型",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-11-zhipu-glm-5v-turbo",
      "date": "2026-02-11",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "model_release",
      "title": "GLM-5V-Turbo发布",
      "summary": "周报记录模型/产品更新：GLM-5V-Turbo发布",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260405-334faf1c85f380d5aa3dd3c324682df0",
      "source_page_title": "海内外TMT观察-260405",
      "source_section": "模型与CSP",
      "raw_title": "Veo3.1 Lite、Gemma 4、GLM-5V-Turbo发布",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-18-kimi-kimi-2b-30b-minimax",
      "date": "2026-02-18",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "financing",
      "title": "Kimi拟融资$2B，估值$30B，超过Minimax",
      "summary": "周报记录投融资或估值事件：Kimi拟融资$2B，估值$30B，超过Minimax",
      "source": "notion",
      "source_url": "https://www.scmp.com/tech/tech-trends/article/3343927/moonshot-ai-targets-us12-billion-valuation-overseas-revenue-surges-kimi-models",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "Kimi拟融资$2B，估值$30B，超过Minimax；Kimi K2.7 Code发布，并提供~200tps版本",
      "confidence": "medium",
      "date_basis": "web_verified_moonshot_funding",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-anthropic-anthropic-27-64",
      "date": "2026-02-22",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic预计27年转售费用将达$64亿",
      "summary": "周报记录公司事件：Anthropic预计27年转售费用将达$64亿，26年有望ARR超过OpenAI",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic预计27年转售费用将达$64亿，26年有望ARR超过OpenAI",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-anthropic-anthropic",
      "date": "2026-02-22",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "五角大楼即将把Anthropic列入“供应链风险”",
      "summary": "周报记录投融资或估值事件：五角大楼即将把Anthropic列入“供应链风险”，可能导致Anthropic政府合作关系和IPO扰乱，Amazon、Google面临两难",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "五角大楼即将把Anthropic列入“供应链风险”，可能导致Anthropic政府合作关系和IPO扰乱，Amazon、Google面临两难",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-kimi-kimi-7",
      "date": "2026-02-22",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "financing",
      "title": "Kimi：月之暗面新一轮融资超$7亿",
      "summary": "周报记录投融资或估值事件：Kimi：月之暗面新一轮融资超$7亿，阿里、五源资本、九安领投，估值$100+亿",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "Kimi：月之暗面新一轮融资超$7亿，阿里、五源资本、九安领投，估值$100+亿",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-meta-nvidia-meta-gpu-cpu",
      "date": "2026-02-22",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "NVIDIA将向Meta出售数百万颗GPU和CPU（多年...",
      "summary": "周报记录公司事件：NVIDIA将向Meta出售数百万颗GPU和CPU（多年期合作），引AMD下跌2%，ANET下跌4%",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "NVIDIA将向Meta出售数百万颗GPU和CPU（多年期合作），引AMD下跌2%，ANET下跌4%",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-openai-openai-200",
      "date": "2026-02-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI 智能设备团队200人",
      "summary": "周报记录公司事件：OpenAI 智能设备团队200人，预计27年2月交付智能音箱，定价$200-300",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "巨头争抢AI智能终端入口：Meta重启Malibu2智能手表计划；苹果开发智能眼镜、吊坠、Airpods向人工智能驱动硬件转型；OpenAI 智能设备团队200人，预计27年2月交付智能音箱，定价$200-300",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-openai-openai-27-300-2026",
      "date": "2026-02-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI：上调收入预期27%至$300亿（2026）...",
      "summary": "周报记录公司事件：OpenAI：上调收入预期27%至$300亿（2026）和$620亿（2027），2030年投入$6650亿，实现正向现金流",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：上调收入预期27%至$300亿（2026）和$620亿（2027），2030年投入$6650亿，实现正向现金流",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-openai-openai-openclaw",
      "date": "2026-02-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "macro",
      "title": "OpenAI：招募OpenClaw创立者",
      "summary": "周报记录公司事件：OpenAI：招募OpenClaw创立者，或旨在转型AI操作系统公司",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI：招募OpenClaw创立者，或旨在转型AI操作系统公司",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-02-22-zhipu-glm-5",
      "date": "2026-02-22",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "company",
      "title": "GLM-5并发访问量突破既有规划上限，急需解决算力供应",
      "summary": "周报记录公司事件：GLM-5并发访问量突破既有规划上限，急需解决算力供应",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "GLM-5并发访问量突破既有规划上限，急需解决算力供应",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-anthropic-anthropic",
      "date": "2026-03-01",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic被列入供应链风险",
      "summary": "周报记录公司事件：Anthropic被列入供应链风险，所有联邦政府机构和军方承包商被要求停止合作，OpenAI被部署进机密网络，OAI因此下载量下降13%，Anthropic 下载量翻倍",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic被列入供应链风险，所有联邦政府机构和军方承包商被要求停止合作，OpenAI被部署进机密网络，OAI因此下载量下降13%，Anthropic 下载量翻倍",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-bytedance-event",
      "date": "2026-03-01",
      "vendor": "bytedance",
      "company": "bytedance",
      "event_type": "financing",
      "title": "字节估值上调",
      "summary": "周报记录字节估值较前期继续上调。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "字节：估值$550B（较25年11月涨15%）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-meta-meta-amd-ai-6gw",
      "date": "2026-03-01",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "Meta分散算力来源：向AMD采购超千亿AI芯片（6GW)",
      "summary": "周报记录公司事件：Meta分散算力来源：向AMD采购超千亿AI芯片（6GW)，向NVIDIA采购数百万颗GPU和CPU，向Google采购数十亿美元TPU，与CRWV签订$192亿合约",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "Meta分散算力来源：向AMD采购超千亿AI芯片（6GW)，向NVIDIA采购数百万颗GPU和CPU，向Google采购数十亿美元TPU，与CRWV签订$192亿合约",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-openai-openai",
      "date": "2026-03-01",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI暂未全面自建数据中心，算力紧缺导致弱议价权",
      "summary": "周报记录公司事件：OpenAI暂未全面自建数据中心，算力紧缺导致弱议价权",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI暂未全面自建数据中心，算力紧缺导致弱议价权",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-openai-openclaw",
      "date": "2026-03-01",
      "vendor": "openai",
      "company": "openai",
      "event_type": "macro",
      "title": "OpenClaw 生态分化",
      "summary": "OpenAI 主动拥抱 OpenClaw，Anthropic 与 Google 因经济原因限制第三方工具使用。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "LLM公司对OpenClaw态度分歧：OpenAI主动拥抱，招募创始人；Anthropic和Google因经济原因明确禁止，Anthropic态度友好，Google直接封号不退款",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-01-spacex-spacex-ipo",
      "date": "2026-03-01",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "financing",
      "title": "SpaceX IPO 预期升温",
      "summary": "周报记录 SpaceX 最早可能提交 IPO 并寻求大额募资。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "SpaceX最早三月提交IPO，募资$50B，估值$1750B",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-03-google-gemini-3-1-flash-lite",
      "date": "2026-03-03",
      "vendor": "google",
      "company": "google",
      "event_type": "model_release",
      "title": "Gemini 3.1 Flash Lite发布",
      "summary": "周报记录模型/产品更新：Gemini 3.1 Flash Lite发布，Gemini 3家族成本最低",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260308-317faf1c85f38038b00be0cdc035ca4e",
      "source_page_title": "海内外TMT观察-260308",
      "source_section": "模型与CSP",
      "raw_title": "Gemini 3.1 Flash Lite发布，Gemini 3家族成本最低、延迟最短的模型",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-05-openai-openai-gpt-5-3-instant-gpt",
      "date": "2026-03-05",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "OpenAI发布GPT-5.3 Instant和GPT-...",
      "summary": "周报记录模型/产品更新：OpenAI发布GPT-5.3 Instant和GPT-5.4",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260308-317faf1c85f38038b00be0cdc035ca4e",
      "source_page_title": "海内外TMT观察-260308",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI发布GPT-5.3 Instant和GPT-5.4；开发“双向”音频模型以提升语音助手",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-08-anthropic-anthropic-arr-19b",
      "date": "2026-03-08",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "pricing",
      "title": "Anthropic ARR $19B",
      "summary": "周报记录定价或商业化变化：Anthropic ARR $19B，OpenAI $25B，Anthropic的企业订阅份额约为OpenAI 9倍，企业API调用份额为OpenAI 2倍，其ARR即将反包OpenAI",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260308-317faf1c85f38038b00be0cdc035ca4e",
      "source_page_title": "海内外TMT观察-260308",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic ARR $19B，OpenAI $25B，Anthropic的企业订阅份额约为OpenAI 9倍，企业API调用份额为OpenAI 2倍，其ARR即将反包OpenAI",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-08-meta-meta-ai",
      "date": "2026-03-08",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "Meta测试AI购物搜索功能",
      "summary": "周报记录公司事件：Meta测试AI购物搜索功能，OpenAI缩减购物功能计划，AI对互联网平台格局的颠覆有限",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260308-317faf1c85f38038b00be0cdc035ca4e",
      "source_page_title": "海内外TMT观察-260308",
      "source_section": "模型与CSP",
      "raw_title": "Meta测试AI购物搜索功能，OpenAI缩减购物功能计划，AI对互联网平台格局的颠覆有限",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-10-spacex-grok-4-2beta",
      "date": "2026-03-10",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "model_release",
      "title": "Grok 4.2beta版发布",
      "summary": "周报记录模型/产品更新：Grok 4.2beta版发布，多智能体协作成为2026 AI竞争的主战场",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260222-30bfaf1c85f3802b9a35fec2a879441a",
      "source_page_title": "海内外TMT观察-260222",
      "source_section": "模型与CSP",
      "raw_title": "Grok 4.2beta版发布，多智能体协作成为2026 AI竞争的主战场",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-15-bytedance-bytedance-aolani-cloud-50",
      "date": "2026-03-15",
      "vendor": "bytedance",
      "company": "bytedance",
      "event_type": "company",
      "title": "ByteDance：通过Aolani Cloud获得50...",
      "summary": "周报记录公司事件：ByteDance：通过Aolani Cloud获得500套Blackwell（3.6wB200芯片）助力AI，价值$2.5B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260315-323faf1c85f3806aad68d994e2866428",
      "source_page_title": "海内外TMT观察-260315",
      "source_section": "模型与CSP",
      "raw_title": "ByteDance：通过Aolani Cloud获得500套Blackwell（3.6wB200芯片）助力AI，价值$2.5B",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-15-google-gemini-gemini-embedding-2",
      "date": "2026-03-15",
      "vendor": "google",
      "company": "google",
      "event_type": "model_release",
      "title": "Gemini：推出Gemini Embedding 2",
      "summary": "周报记录模型/产品更新：Gemini：推出Gemini Embedding 2，首个基于Gemini架构的完全多模态嵌入模型",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260315-323faf1c85f3806aad68d994e2866428",
      "source_page_title": "海内外TMT观察-260315",
      "source_section": "模型与CSP",
      "raw_title": "Gemini：推出Gemini Embedding 2，首个基于Gemini架构的完全多模态嵌入模型",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-15-openai-c-chatgpt-5500m",
      "date": "2026-03-15",
      "vendor": "openai",
      "company": "openai",
      "event_type": "pricing",
      "title": "C端ChatGPT 5500M+的月访问量",
      "summary": "周报记录定价或商业化变化：C端ChatGPT 5500M+的月访问量，14M订阅数，访问时间、会话数远超Gemini",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260315-323faf1c85f3806aad68d994e2866428",
      "source_page_title": "海内外TMT观察-260315",
      "source_section": "模型与CSP",
      "raw_title": "2C端ChatGPT 5500M+的月访问量，14M订阅数，访问时间、会话数远超Gemini",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-15-tencent-ai-26q3",
      "date": "2026-03-15",
      "vendor": "tencent",
      "company": "tencent",
      "event_type": "model_release",
      "title": "腾讯秘密开发微信AI智能体，预计26Q3上线",
      "summary": "周报记录模型/产品更新：腾讯秘密开发微信AI智能体，预计26Q3上线",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260315-323faf1c85f3806aad68d994e2866428",
      "source_page_title": "海内外TMT观察-260315",
      "source_section": "模型与CSP",
      "raw_title": "腾讯秘密开发微信AI智能体，预计26Q3上线",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-15-zhipu-claw",
      "date": "2026-03-15",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "macro",
      "title": "智谱相继推出Claw产品",
      "summary": "周报记录公司事件：智谱相继推出Claw产品，中国限制银行及政府机构使用OpenClaw",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260315-323faf1c85f3806aad68d994e2866428",
      "source_page_title": "海内外TMT观察-260315",
      "source_section": "模型与CSP",
      "raw_title": "腾讯、字节、智谱相继推出Claw产品，中国限制银行及政府机构使用OpenClaw",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-18-openai-minimax-m2-7",
      "date": "2026-03-18",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "MiniMax M2.7 发布",
      "summary": "MiniMax M2.7 发布，强化 MiniMax 模型能力升级叙事。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI推出GPT-5.4 mini和nano，Minimax发布M2.7，小米推出V2 Pro、Omni和TTS",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-alibaba-ai-34-30",
      "date": "2026-03-22",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "pricing",
      "title": "阿里、百度上调AI算力及存储价格至多34%、30%以应对...",
      "summary": "周报记录定价或商业化变化：阿里、百度上调AI算力及存储价格至多34%、30%以应对需求激增",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "阿里、百度上调AI算力及存储价格至多34%、30%以应对需求激增",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-meta-meta-nbis-27b",
      "date": "2026-03-22",
      "vendor": "meta",
      "company": "meta",
      "event_type": "company",
      "title": "Meta：与NBIS签署五年$27B算力协议",
      "summary": "周报记录公司事件：Meta：与NBIS签署五年$27B算力协议",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "Meta：与NBIS签署五年$27B算力协议",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-openai-aws-openai",
      "date": "2026-03-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "AWS将向美国政府分销OpenAI产品并分享政府收入",
      "summary": "周报记录公司事件：AWS将向美国政府分销OpenAI产品并分享政府收入，AI将使AWS销售预测翻倍至36年$600B（CAGR 17%)",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "AWS将向美国政府分销OpenAI产品并分享政府收入，AI将使AWS销售预测翻倍至36年$600B（CAGR 17%)",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-openai-openai-anthropic-pe",
      "date": "2026-03-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI与Anthropic竞相联合PE布局企业市场",
      "summary": "周报记录公司事件：OpenAI与Anthropic竞相联合PE布局企业市场，PE出资$4B/1B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI与Anthropic竞相联合PE布局企业市场，PE出资$4B/1B",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-openai-openai",
      "date": "2026-03-22",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI广告效果因数据不足而无法证明有效",
      "summary": "周报记录公司事件：OpenAI广告效果因数据不足而无法证明有效，数周内将覆盖所有用户",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI广告效果因数据不足而无法证明有效，数周内将覆盖所有用户",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-22-tencent-3",
      "date": "2026-03-22",
      "vendor": "tencent",
      "company": "tencent",
      "event_type": "model_release",
      "title": "腾讯混元 3 发布/预热",
      "summary": "腾讯混元 3/HY 3.0 进入发布窗口，强化腾讯模型厂商叙事。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260322-326faf1c85f380279c7ccb8dc5ade980",
      "source_page_title": "海内外TMT观察-260322",
      "source_section": "模型与CSP",
      "raw_title": "腾讯：26年AI产品投入至少360亿，HY 3.0 4月推出",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-anthropic-ai-anthropic-10-ipo",
      "date": "2026-03-29",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "AI融资侧：Anthropic拟最早10月IPO",
      "summary": "周报记录投融资或估值事件：AI融资侧：Anthropic拟最早10月IPO，募资$60B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "模型与CSP",
      "raw_title": "AI融资侧：Anthropic拟最早10月IPO，募资$60B；软银获$40B过桥贷款以增持OpenAI股份；SpaceX下周提交IPO，募资$75B；Kimi新一轮拟融资$1B,，估值18B  & 赴港上市",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-anthropic-claude-ds-grok-gemini",
      "date": "2026-03-29",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Claude超越DS、Grok和Gemini成为日使用量...",
      "summary": "周报记录公司事件：Claude超越DS、Grok和Gemini成为日使用量第二的AI应用",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "模型与CSP",
      "raw_title": "Claude超越DS、Grok和Gemini成为日使用量第二的AI应用",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-google-google-turboquant",
      "date": "2026-03-29",
      "vendor": "google",
      "company": "google",
      "event_type": "model_release",
      "title": "Google发布TurboQuant",
      "summary": "周报记录模型/产品更新：Google发布TurboQuant，无损提升8x推理速度，减少6x内存",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "模型与CSP",
      "raw_title": "Google发布TurboQuant，无损提升8x推理速度，减少6x内存",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-kimi-kimi-1b-18b",
      "date": "2026-03-29",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "financing",
      "title": "Kimi新一轮拟融资$1B,，估值18B & 赴港上市",
      "summary": "周报记录投融资或估值事件：Kimi新一轮拟融资$1B,，估值18B & 赴港上市",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "模型与CSP",
      "raw_title": "AI融资侧：Anthropic拟最早10月IPO，募资$60B；软银获$40B过桥贷款以增持OpenAI股份；SpaceX下周提交IPO，募资$75B；Kimi新一轮拟融资$1B,，估值18B  & 赴港上市",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-openai-openai-1-6",
      "date": "2026-03-29",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI广告年化收入破1亿美元，用时6周",
      "summary": "周报记录公司事件：OpenAI广告年化收入破1亿美元，用时6周",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "广告",
      "raw_title": "OpenAI广告年化收入破1亿美元，用时6周",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-29-spacex-spacex-ipo",
      "date": "2026-03-29",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "financing",
      "title": "SpaceX IPO 预期升温",
      "summary": "周报记录 SpaceX 最早可能提交 IPO 并寻求大额募资。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260329-331faf1c85f380ffb3b3cca229683798",
      "source_page_title": "海内外TMT观察-260329",
      "source_section": "模型与CSP",
      "raw_title": "AI融资侧：Anthropic拟最早10月IPO，募资$60B；软银获$40B过桥贷款以增持OpenAI股份；SpaceX下周提交IPO，募资$75B；Kimi新一轮拟融资$1B,，估值18B  & 赴港上市",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-03-31-openai-openai-122b",
      "date": "2026-03-31",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "OpenAI 完成 122B 融资",
      "summary": "OpenAI 完成约 1220 亿美元融资，投后估值约 8520 亿美元。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260301-312faf1c85f380849bd4ec2ee16b0689",
      "source_page_title": "海内外TMT观察-260301",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI融资$110B，软银$30B、NVDA$30B、AMZN$50B，投后估值$840B",
      "confidence": "medium",
      "date_basis": "web_verified_openai_funding",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-05-anthropic-claude-code",
      "date": "2026-04-05",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Claude Code源码泄露",
      "summary": "周报记录公司事件：Claude Code源码泄露，将支持跨会话长期记忆、深度规划功能、多Agent协作等功能",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260405-334faf1c85f380d5aa3dd3c324682df0",
      "source_page_title": "海内外TMT观察-260405",
      "source_section": "模型与CSP",
      "raw_title": "Claude Code源码泄露，将支持跨会话长期记忆、深度规划功能、多Agent协作等功能",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-05-anthropic-claude-openclaw",
      "date": "2026-04-05",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "macro",
      "title": "Claude额度被禁止用于Openclaw等第三方工具",
      "summary": "周报记录公司事件：Claude额度被禁止用于Openclaw等第三方工具",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260405-334faf1c85f380d5aa3dd3c324682df0",
      "source_page_title": "海内外TMT观察-260405",
      "source_section": "模型与CSP",
      "raw_title": "Claude额度被禁止用于Openclaw等第三方工具",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-05-anthropic-coatue-anthropic-2030-203",
      "date": "2026-04-05",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "Coatue 预测 Anthropic 2030&203...",
      "summary": "周报记录投融资或估值事件：Coatue 预测 Anthropic 2030&2031年估值$1.995T&2.413T",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260405-334faf1c85f380d5aa3dd3c324682df0",
      "source_page_title": "海内外TMT观察-260405",
      "source_section": "模型与CSP",
      "raw_title": "Coatue 预测 Anthropic 2030&2031年估值$1.995T&2.413T",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-05-openai-tbpn-openai",
      "date": "2026-04-05",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "TBPN被OpenAI收购，但保持编辑独立性",
      "summary": "周报记录投融资或估值事件：TBPN被OpenAI收购，但保持编辑独立性",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260405-334faf1c85f380d5aa3dd3c324682df0",
      "source_page_title": "海内外TMT观察-260405",
      "source_section": "模型与CSP",
      "raw_title": "TBPN被OpenAI收购，但保持编辑独立性",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-07-zhipu-glm-5-1",
      "date": "2026-04-07",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "model_release",
      "title": "GLM-5.1 发布",
      "summary": "智谱 GLM-5.1 发布，强化国产模型升级节奏。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "阿里淘天发布Happy Horse；智谱开源GLM 5.1；Meta推出Muse Spark；Minimax推出Music 2.6和MMX-CLI",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-anthropic-anthropic-27-google-broadc",
      "date": "2026-04-12",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic 27年起获Google×Broadc...",
      "summary": "周报记录公司事件：Anthropic 27年起获Google×Broadcom 3.5GW算力",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic 27年起获Google×Broadcom 3.5GW算力；Anthropic考虑自研AI芯片",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-anthropic-anthropic-arr-30b-oai",
      "date": "2026-04-12",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic ARR $30B，超越OAI",
      "summary": "周报记录公司事件：Anthropic ARR $30B，超越OAI",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic ARR $30B，超越OAI",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-anthropic-anthropic-managed-agents-ad",
      "date": "2026-04-12",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "model_release",
      "title": "Anthropic发布Managed Agents及Ad...",
      "summary": "周报记录模型/产品更新：Anthropic发布Managed Agents及Advisor策略",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic发布Managed Agents及Advisor策略",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-anthropic-anthropic-ai",
      "date": "2026-04-12",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic考虑自研AI芯片",
      "summary": "周报记录公司事件：Anthropic考虑自研AI芯片",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic 27年起获Google×Broadcom 3.5GW算力；Anthropic考虑自研AI芯片",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-anthropic-claude-mythos",
      "date": "2026-04-12",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Claude Mythos限制性提供给合作方用于网络安全防御",
      "summary": "周报记录公司事件：Claude Mythos限制性提供给合作方用于网络安全防御",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Claude Mythos限制性提供给合作方用于网络安全防御；贝森特与鲍威尔召集银行CEO讨论模型安全风险",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-bytedance-600b-50b",
      "date": "2026-04-12",
      "vendor": "bytedance",
      "company": "bytedance",
      "event_type": "financing",
      "title": "字节：估值升至$600B（+50B）",
      "summary": "周报记录投融资或估值事件：Bytedance：估值升至$600B（+50B）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "Bytedance：估值升至$600B（+50B）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-macro-openclaw",
      "date": "2026-04-12",
      "vendor": "macro",
      "company": "macro",
      "event_type": "macro",
      "title": "OpenClaw将内置视频生成功能",
      "summary": "周报记录公司事件：OpenClaw将内置视频生成功能",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "OpenClaw将内置视频生成功能",
      "confidence": "low",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-minimax-minimax-music-2-6-mmx-cli",
      "date": "2026-04-12",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "model_release",
      "title": "Minimax推出Music 2.6和MMX-CLI",
      "summary": "周报记录模型/产品更新：Minimax推出Music 2.6和MMX-CLI",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "阿里淘天发布Happy Horse；智谱开源GLM 5.1；Meta推出Muse Spark；Minimax推出Music 2.6和MMX-CLI",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-openai-openai-ceo-cfo-ipo",
      "date": "2026-04-12",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "OpenAI CEO与CFO IPO时机意见相左",
      "summary": "周报记录投融资或估值事件：OpenAI CEO与CFO IPO时机意见相左",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI CEO与CFO IPO时机意见相左；Ilya指出Sam Altman诚信问题",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-12-openai-openai-30-100b",
      "date": "2026-04-12",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI预计广告收入30年将达到$100B",
      "summary": "周报记录公司事件：OpenAI预计广告收入30年将达到$100B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260412-33bfaf1c85f3804cac17faaadf698af9",
      "source_page_title": "海内外TMT观察-260412",
      "source_section": "广告",
      "raw_title": "OpenAI预计广告收入30年将达到$100B；推出广告管理工具",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-19-anthropic-vc-anthropic-800b",
      "date": "2026-04-19",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "VC对Anthropic估值报价$800B+",
      "summary": "周报记录投融资或估值事件：VC对Anthropic估值报价$800B+，Caplight估值$688B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "VC对Anthropic估值报价$800B+，Caplight估值$688B",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-19-deepseek-deepseek-3-10b",
      "date": "2026-04-19",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "financing",
      "title": "Deepseek拟首次融资$3亿，估值$10B+",
      "summary": "周报记录投融资或估值事件：Deepseek拟首次融资$3亿，估值$10B+",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek拟首次融资$3亿，估值$10B+",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-19-minimax-minimax-computer-use-pocket",
      "date": "2026-04-19",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "model_release",
      "title": "Minimax发布Computer Use和Pocket功能",
      "summary": "周报记录模型/产品更新：Minimax发布Computer Use和Pocket功能",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "Kimi发布K2.6-code-preview；Minimax发布Computer Use和Pocket功能",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-19-openai-chatgpt-cpc-cpm",
      "date": "2026-04-19",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "ChatGPT拟推出CPC定价，与CPM并行",
      "summary": "周报记录模型/产品更新：ChatGPT拟推出CPC定价，与CPM并行",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "广告",
      "raw_title": "ChatGPT拟推出CPC定价，与CPM并行；开发转化跟踪像素",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-19-openai-openai-20b-cerebras",
      "date": "2026-04-19",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI投入$20B购买Cerebras芯片",
      "summary": "周报记录公司事件：OpenAI投入$20B购买Cerebras芯片，并获得股权认股权证（最高10%）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI投入$20B购买Cerebras芯片，并获得股权认股权证（最高10%）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-20-kimi-kimi-k2-6",
      "date": "2026-04-20",
      "vendor": "kimi",
      "company": "kimi",
      "event_type": "model_release",
      "title": "Kimi K2.6 发布",
      "summary": "Kimi K2.6 发布，延续月之暗面高频模型更新节奏。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "Kimi发布K2.6-code-preview；Minimax发布Computer Use和Pocket功能",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-23-openai-oai-gpt-5-5-instant",
      "date": "2026-04-23",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "OAI发布GPT-5.5 Instant",
      "summary": "周报记录模型/产品更新：OAI发布GPT-5.5 Instant，幻觉率-52.5pct",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "OAI发布GPT-5.5 Instant，幻觉率-52.5pct；联合AMD、博通等发布MRC协议；手机1H27量产，27-28年出货3000万部",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-23-openai-openai-image-2-0v",
      "date": "2026-04-23",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "OpenAI image 2.0v灰度测试",
      "summary": "周报记录模型/产品更新：OpenAI image 2.0v灰度测试，真实感和文字生成提升明显",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260419-345faf1c85f380e599b7ecd1bcc749bb",
      "source_page_title": "海内外TMT观察-260419",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI image 2.0v灰度测试，真实感和文字生成提升明显",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-23-openai-openai-image-2-0",
      "date": "2026-04-23",
      "vendor": "openai",
      "company": "openai",
      "event_type": "model_release",
      "title": "OpenAI发布Image 2.0",
      "summary": "周报记录模型/产品更新：OpenAI发布Image 2.0",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI发布Image 2.0、GPT-5.5和工作区智能体",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-24-deepseek-deepseek-v4",
      "date": "2026-04-24",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "model_release",
      "title": "DeepSeek V4 发布",
      "summary": "DeepSeek 发布 V4 Flash/Pro，进一步强化国产旗舰模型叙事。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek发布V4；腾讯、阿里与Deepseek洽谈投资，估值$20B+",
      "confidence": "medium",
      "date_basis": "artificial_analysis_release_date",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-alibaba-qwen3-6-max-preview",
      "date": "2026-04-26",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "model_release",
      "title": "Qwen3.6-Max-Preview",
      "summary": "周报记录模型/产品更新：Qwen3.6-Max-Preview",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "Qwen3.6-Max-Preview、Kimi K2.6、混元3发布",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-anthropic-anthropic-amzn-googl-5b-1",
      "date": "2026-04-26",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic获得AMZN和GOOGL $5B/$1...",
      "summary": "周报记录公司事件：Anthropic获得AMZN和GOOGL $5B/$10B投资，各锁定5GW算力",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic获得AMZN和GOOGL $5B/$10B投资，各锁定5GW算力",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-google-gcp-tpu-8t-8i",
      "date": "2026-04-26",
      "vendor": "google",
      "company": "google",
      "event_type": "model_release",
      "title": "GCP：推出TPU 8T和8I",
      "summary": "周报记录模型/产品更新：GCP：推出TPU 8T和8I",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "GCP：推出TPU 8T和8I；与CRM合作实现Agent跨系统协作；合作推出Oracle AI Database Agent，应用内嵌Gemini；每分钟Tokens 16B，付费MAU qoq 40%",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-google-oracle-ai-database-agent",
      "date": "2026-04-26",
      "vendor": "google",
      "company": "google",
      "event_type": "model_release",
      "title": "合作推出Oracle AI Database Agent",
      "summary": "周报记录模型/产品更新：合作推出Oracle AI Database Agent，应用内嵌Gemini",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "GCP：推出TPU 8T和8I；与CRM合作实现Agent跨系统协作；合作推出Oracle AI Database Agent，应用内嵌Gemini；每分钟Tokens 16B，付费MAU qoq 40%",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-openai-gpt-5-5",
      "date": "2026-04-26",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "GPT-5.5和工作区智能体",
      "summary": "周报记录公司事件：GPT-5.5和工作区智能体",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI发布Image 2.0、GPT-5.5和工作区智能体",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-openai-openai-deployco-pe",
      "date": "2026-04-26",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI承诺向DeployCo（PE合资企业）注资$...",
      "summary": "周报记录公司事件：OpenAI承诺向DeployCo（PE合资企业）注资$1.5B，且年化回报≥17.5%",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI承诺向DeployCo（PE合资企业）注资$1.5B，且年化回报≥17.5%",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-openai-openai-8gw-2030-30gw",
      "date": "2026-04-26",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI算力达8GW，2030年实现30GW",
      "summary": "周报记录公司事件：OpenAI算力达8GW，2030年实现30GW",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI算力达8GW，2030年实现30GW",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-spacex-spacex-60b-cursor-10b",
      "date": "2026-04-26",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "financing",
      "title": "SpaceX有权以$60B收购Cursor或支付$10B...",
      "summary": "周报记录投融资或估值事件：SpaceX有权以$60B收购Cursor或支付$10B作为合作成果对价",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "SpaceX有权以$60B收购Cursor或支付$10B作为合作成果对价",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-04-26-tencent-deepseek",
      "date": "2026-04-26",
      "vendor": "tencent",
      "company": "tencent",
      "event_type": "financing",
      "title": "腾讯阿里洽投 DeepSeek",
      "summary": "腾讯、阿里被报道洽谈投资 DeepSeek，估值超过 200 亿美元。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260426-348faf1c85f38002a0ded05decdc378b",
      "source_page_title": "海内外TMT观察-260426",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek发布V4；腾讯、阿里与Deepseek洽谈投资，估值$20B+",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-03-anthropic-anthropic-50b",
      "date": "2026-05-03",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "Anthropic两周内拟融资$50B",
      "summary": "周报记录投融资或估值事件：Anthropic两周内拟融资$50B，估值900B（超过OAI当前估值$852B）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260503-351faf1c85f380f698d5ce1bafbdbb2c",
      "source_page_title": "海内外TMT观察-260503",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic两周内拟融资$50B，估值900B（超过OAI当前估值$852B）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-03-deepseek-deepseek-api-1-10",
      "date": "2026-05-03",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "pricing",
      "title": "Deepseek全系列API输入缓存命中价格永久降至1/10",
      "summary": "周报记录定价或商业化变化：Deepseek全系列API输入缓存命中价格永久降至1/10，V4-Pro叠加2.5折（5月31日前）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260503-351faf1c85f380f698d5ce1bafbdbb2c",
      "source_page_title": "海内外TMT观察-260503",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek全系列API输入缓存命中价格永久降至1/10，V4-Pro叠加2.5折（5月31日前）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-03-deepseek-deepseek",
      "date": "2026-05-03",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "model_release",
      "title": "Deepseek发布多模态模型",
      "summary": "周报记录模型/产品更新：Deepseek发布多模态模型，V4-Flash为主干，以视觉原语思考的全新多模态推理范式",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260503-351faf1c85f380f698d5ce1bafbdbb2c",
      "source_page_title": "海内外TMT观察-260503",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek发布多模态模型，V4-Flash为主干，以视觉原语思考的全新多模态推理范式",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-03-google-google-x-oai",
      "date": "2026-05-03",
      "vendor": "google",
      "company": "google",
      "event_type": "company",
      "title": "Google x 五角大楼签订协议（较OAI更宽松）",
      "summary": "周报记录公司事件：Google x 五角大楼签订协议（较OAI更宽松）",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260503-351faf1c85f380f698d5ce1bafbdbb2c",
      "source_page_title": "海内外TMT观察-260503",
      "source_section": "模型与CSP",
      "raw_title": "Google x 五角大楼签订协议（较OAI更宽松）",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-03-meta-ai-meta-manus",
      "date": "2026-05-03",
      "vendor": "meta",
      "company": "meta",
      "event_type": "financing",
      "title": "中国AI资本化路径面临重构：Meta被禁止收购Manus",
      "summary": "周报记录投融资或估值事件：中国AI资本化路径面临重构：Meta被禁止收购Manus",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260503-351faf1c85f380f698d5ce1bafbdbb2c",
      "source_page_title": "海内外TMT观察-260503",
      "source_section": "模型与CSP",
      "raw_title": "中国AI资本化路径面临重构：Meta被禁止收购Manus；Moonshot、DeepRoute被证监会问询",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-anthropic-anthropic-10",
      "date": "2026-05-10",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "model_release",
      "title": "Anthropic押注金融作为第二增长点：发布10个金融...",
      "summary": "周报记录模型/产品更新：Anthropic押注金融作为第二增长点：发布10个金融服务agent模版，覆盖初稿/整理校对场景",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic押注金融作为第二增长点：发布10个金融服务agent模版，覆盖初稿/整理校对场景",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-anthropic-anthropic-spacex-300mw",
      "date": "2026-05-10",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Anthropic获SpaceX 300MW算力",
      "summary": "周报记录公司事件：Anthropic获SpaceX 300MW算力，并累计锁定长期算力10GW+",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic获SpaceX 300MW算力，并累计锁定长期算力10GW+",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-bytedance-68-200-500",
      "date": "2026-05-10",
      "vendor": "bytedance",
      "company": "bytedance",
      "event_type": "pricing",
      "title": "豆包订阅月费￥68/200/500，价格比肩海外",
      "summary": "周报记录定价或商业化变化：豆包订阅月费￥68/200/500，价格比肩海外",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "字节上调26年AI Capex至￥200B（+40B）；豆包订阅月费￥68/200/500，价格比肩海外",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-deepseek-deepseek-7b-51b",
      "date": "2026-05-10",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "financing",
      "title": "Deepseek拟融资~$7B，估值~$51B",
      "summary": "周报记录投融资或估值事件：Deepseek拟融资~$7B，估值~$51B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek拟融资~$7B，估值~$51B；V4.1 6月发布，提供企业工具和多模态",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-google-deepmind-fenris-creations",
      "date": "2026-05-10",
      "vendor": "google",
      "company": "google",
      "event_type": "financing",
      "title": "Deepmind收购Fenris Creations少数...",
      "summary": "周报记录投融资或估值事件：Deepmind收购Fenris Creations少数股权($M)，利用游戏作为Agent训练场",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "Deepmind收购Fenris Creations少数股权($M)，利用游戏作为Agent训练场",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-google-google-ai-rddt-3",
      "date": "2026-05-10",
      "vendor": "google",
      "company": "google",
      "event_type": "company",
      "title": "Google AI搜索支持观点预览，RDDT-3%",
      "summary": "周报记录公司事件：Google AI搜索支持观点预览，RDDT-3%",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "广告",
      "raw_title": "Google AI搜索支持观点预览，RDDT-3%",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-10-openai-deployco-4b-openai-10b",
      "date": "2026-05-10",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "DeployCo融资$4B（OpenAI控股），估值$10B",
      "summary": "周报记录投融资或估值事件：DeployCo融资$4B（OpenAI控股），估值$10B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260510-35bfaf1c85f380ca80e4d32f58950ab0",
      "source_page_title": "海内外TMT观察-260510",
      "source_section": "模型与CSP",
      "raw_title": "DeployCo融资$4B（OpenAI控股），估值$10B",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-17-alibaba-maas-arr-80",
      "date": "2026-05-17",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "company",
      "title": "阿里MaaS ARR~￥80亿",
      "summary": "周报记录公司事件：阿里MaaS ARR~￥80亿，高于Minimax+智谱+Kimi",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260517-35dfaf1c85f3809aae98efa308c0e59d",
      "source_page_title": "海内外TMT观察-260517",
      "source_section": "模型与CSP",
      "raw_title": "阿里MaaS ARR~￥80亿，高于Minimax+智谱+Kimi",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-17-anthropic-anthropic-5-900b-30b",
      "date": "2026-05-17",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "Anthropic 5月底将以$900B估值融资$30B",
      "summary": "周报记录投融资或估值事件：Anthropic 5月底将以$900B估值融资$30B",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260517-35dfaf1c85f3809aae98efa308c0e59d",
      "source_page_title": "海内外TMT观察-260517",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic 5月底将以$900B估值融资$30B；Claude Code周限额提升50%",
      "confidence": "medium",
      "date_basis": "notion_week_observation_date",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-17-spacex-xai-grok-build-claude-code",
      "date": "2026-05-17",
      "vendor": "spacex",
      "company": "spacex",
      "event_type": "model_release",
      "title": "xAI推出Grok Build，对标Claude Code",
      "summary": "周报记录模型/产品更新：xAI推出Grok Build，对标Claude Code",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260517-35dfaf1c85f3809aae98efa308c0e59d",
      "source_page_title": "海内外TMT观察-260517",
      "source_section": "模型与CSP",
      "raw_title": "xAI推出Grok Build，对标Claude Code",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-19-google-google-i-o-agent",
      "date": "2026-05-19",
      "vendor": "google",
      "company": "google",
      "event_type": "macro",
      "title": "Google I/O Agent 生态发布",
      "summary": "Google I/O 发布 Gemini 3.5 Flash、Omni/Flow、Antigravity 2.0、Search Agents 与 Agent 电商能力。",
      "source": "notion",
      "source_url": "https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-5/",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "I/O：Agent接入创作、搜索、电商生态，Gemini 3.5/Omni Flash低于预期",
      "confidence": "medium",
      "date_basis": "web_verified_google_io",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-19-google-i-o-google-agent",
      "date": "2026-05-19",
      "vendor": "google",
      "company": "google",
      "event_type": "company",
      "title": "I/O：Google 全产品线Agent化",
      "summary": "周报记录公司事件：I/O：Google 全产品线Agent化，Gemini 3.5牺牲能力换速度，Omni Flash不如seedance",
      "source": "notion",
      "source_url": "https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-3-5/",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "I/O：Google 全产品线Agent化，Gemini 3.5牺牲能力换速度，Omni Flash不如seedance",
      "confidence": "medium",
      "date_basis": "web_verified_google_io",
      "needs_date_verification": false,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-24-alibaba-qwen-3-7-max-35h-ag",
      "date": "2026-05-24",
      "vendor": "alibaba",
      "company": "alibaba",
      "event_type": "company",
      "title": "Qwen 3.7 Max：35h长周期执行+适应主流Ag...",
      "summary": "周报记录公司事件：Qwen 3.7 Max：35h长周期执行+适应主流Agent框架",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260524-365faf1c85f38044b8d9f099146969a3",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "Qwen 3.7 Max：35h长周期执行+适应主流Agent框架",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-24-anthropic-epoch-ai-frontier-lab",
      "date": "2026-05-24",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "Epoch AI：Frontier Lab控制算力<全球...",
      "summary": "周报记录公司事件：Epoch AI：Frontier Lab控制算力<全球总和50%，但Anthropic与OAI正以4倍增速抢占，29年或垄断80%份额",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260524-365faf1c85f38044b8d9f099146969a3",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "Epoch AI：Frontier Lab控制算力<全球总和50%，但Anthropic与OAI正以4倍增速抢占，29年或垄断80%份额",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-24-anthropic-oai-ak-anthropic",
      "date": "2026-05-24",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "company",
      "title": "OAI联合创始人AK加入Anthropic预训练团队",
      "summary": "周报记录公司事件：OAI联合创始人AK加入Anthropic预训练团队，聚焦AI辅助研究",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260524-365faf1c85f38044b8d9f099146969a3",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "OAI联合创始人AK加入Anthropic预训练团队，聚焦AI辅助研究",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-24-zhipu-glm-5-1",
      "date": "2026-05-24",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "company",
      "title": "GLM-5.1 发布",
      "summary": "智谱 GLM-5.1 发布，强化国产模型升级节奏。",
      "source": "notion",
      "source_url": "https://www.notion.so/TMT-260524-365faf1c85f38044b8d9f099146969a3",
      "source_page_title": "海内外TMT观察-260524",
      "source_section": "模型与CSP",
      "raw_title": "GLM-5.1 高速版：400 tps（7x提升），面向部分企业客户",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-31-anthropic-anthropic-h-65b",
      "date": "2026-05-31",
      "vendor": "anthropic",
      "company": "anthropic",
      "event_type": "financing",
      "title": "Anthropic H轮融资$65B",
      "summary": "周报记录投融资或估值事件：Anthropic H轮融资$65B，估值$965B，5月初ARR $47B",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260531-36dfaf1c85f3803dbb25ecb7263ccbf8",
      "source_page_title": "海内外TMT观察-260531",
      "source_section": "模型与CSP",
      "raw_title": "Anthropic H轮融资$65B，估值$965B，5月初ARR $47B；发布Opus 4.8&动态工作流",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-31-meta-meta-7-99-19-99-ai",
      "date": "2026-05-31",
      "vendor": "meta",
      "company": "meta",
      "event_type": "pricing",
      "title": "Meta推出$7.99/19.99 AI订阅服务",
      "summary": "周报记录定价或商业化变化：Meta推出$7.99/19.99 AI订阅服务",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260531-36dfaf1c85f3803dbb25ecb7263ccbf8",
      "source_page_title": "海内外TMT观察-260531",
      "source_section": "广告",
      "raw_title": "Meta推出$7.99/19.99 AI订阅服务",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-31-minimax-mimo-v2-5-api-60-99",
      "date": "2026-05-31",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "pricing",
      "title": "Mimo-V2.5系列API降价~60%-99%",
      "summary": "周报记录定价或商业化变化：Mimo-V2.5系列API降价~60%-99%，Token Plan在API之上小幅折扣5-20%，与原Plan差距不大",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260531-36dfaf1c85f3803dbb25ecb7263ccbf8",
      "source_page_title": "海内外TMT观察-260531",
      "source_section": "模型与CSP",
      "raw_title": "Mimo-V2.5系列API降价~60%-99%，Token Plan在API之上小幅折扣5-20%，与原Plan差距不大",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-05-31-minimax-minimax-a-ipo",
      "date": "2026-05-31",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "financing",
      "title": "Minimax启动A股IPO",
      "summary": "周报记录投融资或估值事件：Minimax启动A股IPO",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260531-36dfaf1c85f3803dbb25ecb7263ccbf8",
      "source_page_title": "海内外TMT观察-260531",
      "source_section": "模型与CSP",
      "raw_title": "Minimax启动A股IPO",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-07-deepseek-deepseek-7b-55b",
      "date": "2026-06-07",
      "vendor": "deepseek",
      "company": "deepseek",
      "event_type": "financing",
      "title": "Deepseek首轮融资$7B，估值~$55B",
      "summary": "周报记录投融资或估值事件：Deepseek首轮融资$7B，估值~$55B",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260607-375faf1c85f380b89beaf106d553dbba",
      "source_page_title": "海内外TMT观察-260607",
      "source_section": "模型与CSP",
      "raw_title": "Deepseek首轮融资$7B，估值~$55B",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-07-google-google-85b",
      "date": "2026-06-07",
      "vendor": "google",
      "company": "google",
      "event_type": "financing",
      "title": "Google拟增发募资$85B",
      "summary": "周报记录投融资或估值事件：Google拟增发募资$85B",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260607-375faf1c85f380b89beaf106d553dbba",
      "source_page_title": "海内外TMT观察-260607",
      "source_section": "模型与CSP",
      "raw_title": "Google拟增发募资$85B",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-07-meta-meta-2b-ai-ai",
      "date": "2026-06-07",
      "vendor": "meta",
      "company": "meta",
      "event_type": "model_release",
      "title": "Meta推出2B AI商业代理和AI创作助手",
      "summary": "周报记录模型/产品更新：Meta推出2B AI商业代理和AI创作助手",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260607-375faf1c85f380b89beaf106d553dbba",
      "source_page_title": "海内外TMT观察-260607",
      "source_section": "模型与CSP",
      "raw_title": "Meta推出2B AI商业代理和AI创作助手",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-07-openai-openai-cfo-ai",
      "date": "2026-06-07",
      "vendor": "openai",
      "company": "openai",
      "event_type": "company",
      "title": "OpenAI CFO：拟成为AI基础设施层",
      "summary": "周报记录公司事件：OpenAI CFO：拟成为AI基础设施层，采用多云+多芯片策略，兼顾2B/2C",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260607-375faf1c85f380b89beaf106d553dbba",
      "source_page_title": "海内外TMT观察-260607",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI拟合并GPT与Codex进行系统性改版；OpenAI CFO：拟成为AI基础设施层，采用多云+多芯片策略，兼顾2B/2C；Codex扩展至全角色工作流",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-07-zhipu-15b",
      "date": "2026-06-07",
      "vendor": "zhipu",
      "company": "zhipu",
      "event_type": "financing",
      "title": "智谱拟科创板上市募资￥15B",
      "summary": "周报记录投融资或估值事件：智谱拟科创板上市募资￥15B",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260607-375faf1c85f380b89beaf106d553dbba",
      "source_page_title": "海内外TMT观察-260607",
      "source_section": "模型与CSP",
      "raw_title": "智谱拟科创板上市募资￥15B",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-14-minimax-minimax-m3",
      "date": "2026-06-14",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "model_release",
      "title": "Minimax开源M3",
      "summary": "周报记录模型/产品更新：Minimax开源M3",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260614-379faf1c85f380a7aa46eb109318d174",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "Minimax开源M3，总参数/激活参数为428B/23B",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-14-minimax-mimocode",
      "date": "2026-06-14",
      "vendor": "minimax",
      "company": "minimax",
      "event_type": "model_release",
      "title": "小米开源MimoCode",
      "summary": "周报记录模型/产品更新：小米开源MimoCode",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260614-379faf1c85f380a7aa46eb109318d174",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "小米开源MimoCode，基于Opencode二次开发",
      "confidence": "medium",
      "date_basis": "notion_week_date_needs_web_check",
      "needs_date_verification": true,
      "status": "draft"
    },
    {
      "id": "draft-2026-06-14-openai-openai-s-1-1",
      "date": "2026-06-14",
      "vendor": "openai",
      "company": "openai",
      "event_type": "financing",
      "title": "OpenAI密交S-1，预计1年内上市",
      "summary": "周报记录投融资或估值事件：OpenAI密交S-1，预计1年内上市",
      "source": "notion",
      "source_url": "https://app.notion.com/p/TMT-260614-379faf1c85f380a7aa46eb109318d174",
      "source_page_title": "海内外TMT观察-260614",
      "source_section": "模型与CSP",
      "raw_title": "OpenAI密交S-1，预计1年内上市；洽谈租赁10GW数据中心，采购>$350B NVDA芯片（NVDA财务支持）；考虑降低旧模型价格争夺用户",
      "confidence": "medium",
      "date_basis": "needs_web_date_check",
      "needs_date_verification": true,
      "status": "draft"
    }
  ]
}