Today's
Briefing

How Big Tech’s A.I. Borrowing Binge Is Driving Up Bond Yields

Analysts said the recent rise in Treasury yields partly reflected investor expectations that A.I.-driven growth could keep interest rates elevated.

Treasury Turns to Interventionist Tactics to Lower Interest Rates

Treasury Secretary Scott Bessent is reinventing the government’s role in the world’s most important bond market.

Trump’s Economic Threat Puts Focus on Iran’s Trading Partners

President Trump appeared to suggest that the United States would impose economic penalties on countries that do business with Iran, though he did not specify what actions he would take.

Harry and Meghan's return to UK reignites questions over security

Their surprise announcement means a fresh decision will need to be made on the level of publicly funded protection they are entitled to.

哈瑞梅根回英国触发公费保护资格新争议。

Watch: What does Harry's return mean for his fractured relationship with William?

The brothers have had a fractured relationship for a number of years.

哈瑞归来或进一步恶化与威廉的裂痕。

Five key takeaways from GCSE results day 2026

Resits are up, the gap between boys and girls has shrunk and England's regional divide has widened.

复读人数上升，男女成绩差距缩小，区域差距扩大。

Some on-air claims about Dominion Voting Systems were false, Fox News acknowledges in statement after deal is announced

Fox News承认有关Dominion的广播指控不实，随和解公布。

Dominion still has pending lawsuits against election deniers such as Rudy Giuliani and Sidney Powell

Dominion仍对卢吉尼、鲍威尔等否认者提起的诉讼仍在审理。

Here are the 20 specific Fox broadcasts and tweets Dominion says were defamatory

• Fox-Dominion trial delay 'is not unusual,' judge says • Fox News' defamation battle isn't stopping Trump's election lies

Introducing Gemini 3.7 Flash

Gemini 3.7 Flash正式发布，提升速度与用户体验。

Putting sign language AI into users’ hands

Introducing sign-language-to-text (SL2T), our breakthrough model powering new sign language features for Deaf and hard of hearing users.

WeatherNext: AI model achieves breakthrough in forecasting cyclones

AI模型在热带气旋预报精度上实现突破，显著提升了预测准确性。

Position: Collusion Risks Among AI Reasoning Agents Justify Certification Requirements for Making Market Decisions

arXiv:2608.18078v1 Announce Type: new Abstract: This position paper argues that AI agents with chain-of-thought reasoning capabilities are predisposed to exhibit collusive behavior and should be requ

AI链式推理易引发合谋风险，应要求行为认证方可参与经济市场决策。

Position: Profiling Game Worlds by Transition Complexity

arXiv:2608.18079v1 Announce Type: new Abstract: Game world modeling (GWM) and reinforcement learning (RL) are often confounded because research papers rarely quantify how difficult the underlying tra

研究指出，游戏世界建模与强化学习时常忽视过渡预测的难度。

Large Language Models in Mental Health: A Systematic Review of Applications, Innovations, and Ethical Challenges

arXiv:2608.18080v1 Announce Type: new Abstract: We present a review on the applications of large language models (LLMs) in health, e.g., social media analysis, clinical conversational agents, therapy

大语言模型在心理健康领域的多元应用与伦理挑战综述。

Proactive Road Safety Intervention in Australia: Predicting Risky Driving Hotspots from Connected Vehicle Data

arXiv:2608.16913v1 Announce Type: new Abstract: Road safety monitoring has historically been reactive, relying on crash-record analysis after fatalities and injuries have already occurred. Proactive

研究利用联网车辆数据预测澳洲高风险驾驶热点，实现道路安全前瞻性干预。

Detecting and Discriminating Operator Misspecification in Hybrid PDE-Parameter Learning: a Reference-Free Instrument, with Discrimination Bounded In Sample

arXiv:2608.16925v1 Announce Type: new Abstract: We build an instrument that reads, from a single fit and with no oracle, whether the operator a hybrid PDE-parameter estimator postulates is wrong-and

提出一种无需先验、仅凭单次拟合即可辨别混合偏微分方程参数估计误用的方法，区分错误模型与不可辨识参数。

Data-DPO: Direct Preference Optimization for Target Model Data Selection in LLM Post-Training

arXiv:2608.16926v1 Announce Type: new Abstract: Data selection in supervised fine-tuning aims to select a small set of effective samples from large-scale candidate data, reducing training cost while

Data-DPO利用直接偏好优化实现高效、保留性能的模型后训练数据筛选。

As AI safety concerns mount, three pioneers make the case for staying open

At Ai4, three of the world's most respected AI experts — Geoffrey Hinton, Fei-Fei Li, and Andrew Ng — debated regulation, open source access, and how America can compete as China advances in Asia.

Data center demand drives 66% surge in natural gas power plant costs

Natural gas power plant costs have nearly doubled in two years and take 23% longer to build as data center electricity demand skyrockets.

数据中心用电激增，使自然气电厂建设周期拖长、成本几近翻倍。

Converge Bio raises $25M, backed by Bessemer and execs from Meta, OpenAI, Wiz

AI drug discovery startup Converge Bio raised $25 million in a Series A led by Bessemer Venture Partners, with additional backing from executives at Meta, OpenAI, and Wiz.

Converge Bio获2500万美元A轮融资，Bessemer领投，Meta、OpenAI、Wiz高管参投。

[object Object]

[object Object]

提供的标题和内容均为占位符，无法生成真实摘要。

[object Object]

[object Object]

信息缺失，无法完成摘要。

[object Object]

[object Object]

提供的标题和内容为占位符，无法生成摘要。

The Galaxy’s Fastest Star Could Reveal the Secrets of a Supermassive Black Hole

S301 passes close to Sagittarius A*—so close that its orbit could reveal how the black hole’s rotation warps the spacetime around it.

China Is Strapping ‘Digital Bombs’ to Civilian Infrastructure—Is the US Ready?

This week on “Uncanny Valley,” Andy Greenberg discusses sitting in on a war game simulating a cyberattack from the Chinese hacking group Volt Typhoon

Silicon Valley Doesn't Get Why You Hate AI

Technology leaders don’t seem to understand society’s gripes about AI, but boy, are they posting through it.

新玩意 249｜少数派的编辑们最近买了啥？

编注：很多读者都会好奇少数派的编辑们到底平时都「买了啥」。我们希望通过「编辑部的新玩意」介绍编辑部成员们最近在用的新奇产品，让他们自己来谈谈这些新玩意的使用体验究竟如何。内容声明：《新玩意》栏目如含有 ...查看全文

十年阅读历程，这是我的阅读工具推荐

从2017年开始，我养成了读书的习惯，到今年年底刚好完成十年的阅读之旅。在这十年里，我累计阅读的书籍有六百余本。在阅读的过程中，我使用了/曾经使用非常多的应用和服务，来辅助阅读、记录书单、整理笔记等。 ...查看全文

「务实且高效」的日系次旗舰：夏普 AQUOS R9 评测

在 R9 身上，我竟依稀能感到夏普正在谋求一种仰望星空和脚踏实地间的精妙平衡。查看全文

科技爱好者周刊（第 408 期）：你需要知道的 AI 缓存知识

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

科技爱好者周刊（第 407 期）：国家为什么需要开源软件？

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

科技爱好者周刊（第 406 期）：道可，道非，常道

这里记录每周值得分享的科技内容，周五发布。

本杂志开源，欢迎投稿。另有

📰 V2EX

Walmart stock tumbles 9% after outlook disappoints Wall Street

Walmart is expected to report its fiscal second-quarter earnings on Thursday, offering a read on the consumer and the K-shaped economy.

沃尔玛因财季指引未达预期，股价暴跌约9%。

Bessent's efforts in the Treasury market so far haven't worked. Here's what else he can try

Market experts showed skepticism at whether the push would succeed against a bevy of factors working against Treasurys.

市场专家质疑Bessent推动的美国财政部市场干预未奏效，认为其力量微弱，难以抵御国债危机。 (24字)

AI data center outrage is showing up everywhere from ads to elections

With less than three months until the midterm elections, opposition to AI data centers is becoming a bipartisan rallying cry in a growing number of states.

反对AI数据中心的民意抗议正迅速成为两党共同议题，正影响即将到来的中期选举。

Hedging Exposure In This Volatile Market

在波动市场中，资产对冲策略旨在降低风险敞口。

W. P. Carey: A Rock-Solid 5% Yielding REIT For Dividend Growth Investors

W.P. Carey是收益稳固、5%高分红的REIT，适合追求股息成长的投资者。

Bausch + Lomb: The Market Is Pricing The Balance Sheet, Not The Eye-Care Engine

市场更关注Bausch + Lomb的资产负债表，而不是其眼科业务引擎。

Dow Jones Futures: Market Triggers This Bearish Signal As Walmart, SpaceX, CrowdStrike Tumble

The Nasdaq closed below its Aug. 4 follow-through day low, a highly bearish signal for the market rally. Walmart, SpaceX, CrowdStrike were big losers.

The post 道琼期指因纳指破8月4日低点，沃尔玛、SpaceX、CrowdStrike均跌。

Deere Soars: Data Centers Drive First Earnings Gain In 11 Quarters

Deere is known for tractors and harvesters. But data centers and energy infrastructure fuel its construction business.

The post 数据中心推动迪尔首次11个季度实现盈利增长。

JPMorgan Hints At Another Delay For Tesla Optimus Release

A new JPMorgan analyst report outlines a longer timeline for the eventual release of Tesla's Optimus robots. Tesla stock is down 1.7% on Thursday.

The post JPMorgan称特斯拉Optimus发货时间推后，特斯拉盘中跌1.7%。

The high cost of phantom tollbooths

Freedom of navigation is worth preserving

高额虚假过路费的代价凸显，航行自由必须坚持。

However you measure it, China’s job market is weak

Some workers are going back to the farm

Why bond markets are unnerving rich-world politicians

As stocks rise ever higher, yields have been climbing ominously

债市收益率上升，让富裕国家政要感到不安。

See the long-lost relics unearthed by Europe's drying rivers amid the summer heat wave

Europe's record temperatures this summer has led to several relics from the past re-emerging from the continent's major rivers.

欧洲因酷暑导致河流退水，长期埋藏的文物重新露出水面。

You can beat the Peacock price hike with this Apple TV bundle

The Peacock and Apple TV bundles can help you save up to 42% on your monthly streaming costs.

Apple TV捆绑套餐可帮你省下最高42%月费。

Walmart just flashed a warning sign about the US consumer — and its stock is tumbling

Walmart's stock dropped 7% as investors took in the retailer's Q2 earnings, which showed the slowest pace of growth for US sales in six years.

Federal Reserve Board announces approval of application by National Westminster Bank Plc

Federal Reserve Board announces approval of application by National Westminster Bank Plc

美联储批准英格兰国家威斯特敏斯特银行的申请。

Federal Reserve Board issues enforcement action with SouthPoint Bancshares, Inc. and announces termination of enforcement action with Deutsche Bank AG, DB USA Corporation, and Deutsche Bank AG New York Branch

Federal Reserve Board issues enforcement action with SouthPoint Bancshares, Inc. and announces termination of enforcement action with Deutsche Bank AG, DB USA Corporation, and Deutsche Bank AG New Yor

美联储对SouthPoint Bancshares采监管，终止对德意志银行监管。

Federal Reserve Board issues enforcement actions with former employee of Regions Bank and former employee of United Community Bank

Federal Reserve Board issues enforcement actions with former employee of Regions Bank and former employee of United Community Bank

联邦储备局对瑞吉恩银行及联合共同银行前员工实施处罚。

CFP 开放 | KCD 杭州站邀您共议 Agent 时代的云原生、可观测与大模型推理

AI Infra 正在诞生自己的石油期货？GPU 不够买之后，华尔街开始交易算力

CloudFlare 预览网页 WebMCP 自动支持功能

mRNA癌症疫苗首次闯过三期大关：千亿赛道启幕，A股卡位战提前打响丨行业风向标

这场席卷两市的行情，导火索是大洋彼岸一则足以改写mRNA产业路径的临床进展。

在艰难市场环境中依然表现稳健的7只成长股

Wolfe Research 甄选出七只股票，它们在严峻的市场环境中同时具备强劲的盈利能力、快速的销售增长以及积极的上涨动能。

AI 办公混战，腾讯百度抢先

AI办公，谁与争锋？

Import AI 469: Science AI; RSI simulator; and Zuck's technological pessimism

The new frontier of AI is developing capable autonomous researchers

AI正在研发能自主执行科研任务的智能研究员。

Import AI 468: 23 RSI ideas; PostTrainBench+; and how trust and transparency interplay with AI racing

Which galaxy will you choose?

AI赛道中信任与透明度的博弈，新基准与RSI想法层出不穷。

Import AI 467: Self-sustaining AI viruses; pacing AI progress; confusion about AI and creativity

When do we build the moon arcology?

AI病毒自繁，进度需加速，AI创意概念仍混乱。

AI Weekly Issue #524: What AI models are actually coming in the next six months?

If you use AI at work, the tools you rely on could change again before February. OpenAI, Google, Meta, Anthropic, several Chinese labs, and a group of world-model startups are all preparing or rumored

半年内，OpenAI、Google、Meta、Anthropic等多家实验室即将推出新模型。

AI Weekly Issue #523: AI ethics is nobody's job now. The labs prefer it that way.

Who is actually accountable for ethics inside a frontier AI lab? This year four of them answered, mostly by removing the people and structures that held them to it. Below is who left, what each compan

四家前沿AI实验室砍掉伦理团队，将责任移交，表明其已不再承担AI伦理责任。

AI Weekly Issue #522: Zuckerberg promises superintelligence for all. Experts aren't sold.

The people who build and study AI did most of the editing this week. The most-shared document among the experts we track was Mark Zuckerberg's 6,500-word case for giving every person superintelligence

马克思承诺全民拥有超级智能，专家持怀疑态度。

OK, can we actually cool data centers with our pee?

Jason Kelce joked that people should cool data centers with their pee, rather than potable water -- but his suggestion is not completely ludicrous.

科技公司声称可利用尿液冷却数据中心，引发公众对替代冷却技术的讨论。

Google gives publishers a new way to fight AI-driven traffic losses

Google is giving publishers a new button that lets readers make them a preferred source across Search, Discover, and Google News, potentially boosting their traffic as AI search sends fewer clicks to

谷歌为出版商添首选按钮，帮助抵御人工智能导致的流量下降。

Runlayer, Rippling drop lawsuits — but the brouhaha is still a cautionary tale for founders

Runlayer and Rippling have dropped their lawsuits. No money was paid. Rippling celebrated by releasing a competing product.

Introducing Gemini 3.7 Flash

Gemini 3.7 Flash正式发布，提升速度与用户体验。

Putting sign language AI into users’ hands

Introducing sign-language-to-text (SL2T), our breakthrough model powering new sign language features for Deaf and hard of hearing users.

WeatherNext: AI model achieves breakthrough in forecasting cyclones

AI模型在热带气旋预报精度上实现突破，显著提升了预测准确性。