文章目录AI科技热点日报 | 2026年07月19日 今日摘要一、WAIC 2026 现场腾讯升级具身智能全栈方案混元 Hy3 调用量登顶全球榜事件概要来源 / Sources二、大模型与开源生态月之暗面 Kimi K3 发布 2.8 万亿参数开源模型事件概要来源 / Sources三、具身智能与人形机器人智元远征 A3 Ultra 入选 WAIC镇馆之宝开启量产交付事件概要来源 / Sources四、AI 芯片与算力基建长电科技 2026 上半年净利预增 63.48%—101.70%AI 封测景气兑现事件概要来源 / Sources五、企业级 AI 与智能体落地阿里发布秒悟团队版切入企业级 AI 协同事件概要来源 / Sources六、产业资本与投融资港股 AI 股权融资额突破 670 亿美元机器人赛道半年融资近千亿事件概要来源 / Sources行业数据速览媒体人解读参考来源英文来源中文来源AI科技热点日报 | 2026年07月19日综合整理自 The Verge、TechCrunch、VentureBeat、彭博社、界面新闻、36氪、虎嗅、钛媒体、财联社、东方财富网等科技财经媒体当日及最近 48 小时报道聚焦 AI 大模型、具身智能、AI 芯片、企业级智能体与产业资本动态。 今日摘要2026 世界人工智能大会WAIC第二日议程继续推进腾讯正式升级具身智能全栈方案并发布 ADP4.0 海外版混元 Hy3 上线一周调用量较前代增长逾 68 倍登顶 OpenRouter 全球榜阿里巴巴在 WAIC 现场发布企业级 AI 应用创作平台秒悟团队版Meoo Team切入企业级 AI 协同赛道AI 芯片独角兽 Groq 即将完成约 6 亿美元新一轮融资整体估值跃升至约 60 亿美元长电科技发布半年度业绩预告2026 上半年净利润同比预增 63.48%—101.70%AI 基础设施需求拉动封测业务高景气智元远征 A3 Ultra 入选 WAIC镇馆之宝并启动量产交付月之暗面 Kimi K3 开源 2.8 万亿参数模型重塑大模型开源版图。Today marks the second day of WAIC 2026, with Tencent formally upgrading its “Embodied AI Full-Stack Solution” alongside the overseas launch of ADP4.0 — Hunyuan Hy3 topped OpenRouter’s global call-volume chart with 68x growth week-on-week; Alibaba unveiled its enterprise AI creation platform Meoo Team at the WAIC venue, tapping the enterprise-grade AI collaboration market; AI chip unicorn Groq is closing a roughly $600M round at a $6B valuation; JCET released interim earnings guidance showing 63.48%—101.70% net profit growth on AI infrastructure tailwinds; Zhiyuan’s Yuanzheng A3 Ultra humanoid robot entered WAIC’s “Treasures of the Exhibition” and began commercial mass production, while Moonshot AI’s open-source 2.8T-parameter Kimi K3 redrew the map of open-source foundation models.一、WAIC 2026 现场腾讯升级具身智能全栈方案混元 Hy3 调用量登顶全球榜事件概要7 月 18 日2026 世界人工智能大会WAIC进入第二日议程。腾讯在腾讯 AI 论坛上正式升级发布具身智能全栈方案贯穿云底座、模型层、平台层与应用层。在模型层腾讯推出 Hy-Embodied-VLA-0.5、VLM-1.0 与 RxBrain-1.0 具身模型矩阵其中认知大脑 RxBrain-1.0 首创文本推理与视觉想象深度协同感知模型 VLM-1.0 仅用旗舰十分之一计算量即可达到同档性能。框架层推出 TairosAgent 具身智能体框架与 Apexio 智能体将左右脑“大脑”“小脑与身体整合为完整系统。应用层打造业内首个云端 EaaSEmbodied-AI-as-a-Service具身智能服务。同步上线的腾讯云企业级智能体开发平台 ADP4.0 海外版已在 30 多个行业落地并发布十大行业百大场景生态计划”。面向个人用户的 WorkBuddy 推出独立 App成为业界首个登陆 iOS、Android、鸿蒙三端的通用智能体应用。腾讯披露重构后的混元 Hy3 总调用量较前代 Hy2 增长逾 68 倍登顶 OpenRouter 全球大模型调用量总榜。On July 18, the second day of WAIC 2026, Tencent officially upgraded and released its “Embodied AI Full-Stack Solution” at the Tencent AI Forum, spanning cloud infrastructure, model layer, platform layer, and application layer. At the model layer, Tencent launched the embodied model matrix comprising Hy-Embodied-VLA-0.5, VLM-1.0, and RxBrain-1.0, where the cognitive brain RxBrain-1.0 pioneers deep collaboration between text reasoning and visual imagination, while the perception model VLM-1.0 achieves flagship performance at one-tenth the compute. At the framework layer, the TairosAgent embodied agent framework and Apexio agent integrate “left and right brain,” “cerebrum,” “cerebellum,” and body into a unified system. The application layer introduces the industry’s first cloud-based EaaS (Embodied-AI-as-a-Service) offering. The simultaneously launched overseas version of Tencent Cloud’s enterprise agent development platform ADP4.0 has been deployed across more than 30 industries, accompanied by a “Ten Industries, Hundred Scenarios Ecosystem Plan.” For individual users, WorkBuddy debuted as an independent app, becoming the industry’s first general-purpose agent application available across iOS, Android, and HarmonyOS. Tencent disclosed that the refactored Hunyuan Hy3 saw total call volume grow more than 68x over its predecessor Hy2, claiming the top spot on OpenRouter’s global LLM call-volume ranking.来源 / Sources36氪快讯腾讯升级发布具身智能全栈方案财联社腾讯升级发布具身智能全栈方案 ADP4.0 海外版上线东方财富腾讯升级发布具身智能全栈方案二、大模型与开源生态月之暗面 Kimi K3 发布 2.8 万亿参数开源模型事件概要7 月 16 日北京月之暗面科技有限公司在 WAIC 2026 开幕前夕正式发布新一代旗舰开源基础模型 Kimi K3模型总参数规模达 2.8 万亿配置 896 个专家单次推理动态激活其中 16 个是全球首个开源的 3T 级模型。Kimi K3 基于自研 Kimi Delta AttentionKDA混合线性注意力机制与注意力残差Attention Residuals技术构建原生支持视觉理解上下文窗口达 100 万 token重点面向长程编程、知识工作、深度研究与多模态理解等复杂任务。月之暗面披露Kimi K3 综合智能水平已接近全球前沿闭源模型API 端兼容 OpenAI SDK输入定价 3 美元/百万 token、输出定价 15 美元/百万 token缓存输入 0.30 美元/百万 token。模型已在 Kimi App、Kimi Work、Kimi Code 与 Kimi API 全线上线完整模型权重预计于 7 月 27 日前全部开源。On July 16, Beijing Moonshot AI Technology formally released its new-generation flagship open-source foundation model Kimi K3 on the eve of WAIC 2026. With 2.8T total parameters distributed across 896 experts and 16 dynamically activated per inference, it is the world’s first open-source 3T-class model. Kimi K3 is built on the in-house Kimi Delta Attention (KDA) hybrid linear attention mechanism combined with Attention Residuals, natively supports visual understanding, and offers a 1M-token context window, targeting long-horizon programming, knowledge work, deep research, and multimodal understanding. Moonshot disclosed that Kimi K3’s overall intelligence has approached the frontier of global closed-source systems, with the API compatible with the OpenAI SDK — pricing at $3/M input tokens, $15/M output tokens, and $0.30/M cached input tokens. The model is live across Kimi App, Kimi Work, Kimi Code, and Kimi API, with full model weights scheduled to be fully open-sourced by July 27.来源 / Sources钛媒体2.8 万亿参数只是开始Kimi K3 正在把大模型竞争推向AI 造 AI36氪快讯月之暗面发布 Kimi K32.8 万亿参数开源模型新智元Kimi K3 发布搅动 AI 圈美头部 AI 厂商降价放额度三、具身智能与人形机器人智元远征 A3 Ultra 入选 WAIC镇馆之宝开启量产交付事件概要7 月 17 日2026 WAIC 揭晓十大镇馆之宝智元机器人商用全尺寸人形机器人远征 A3 Ultra 入选并成为 10 件入选展品中唯一一款具身智能机器人产品。远征 A3 Ultra 身高 174cm定位24 小时金牌接待员搭载 360° 视觉与激光雷达融合感知系统配套 700TOPS 算力与自研三层异构计算架构可自主构建语义地图、进行任务拆解、路径规划与动态避障。配合标配高阶灵巧手与 UWBRTK 厘米级融合定位可独立完成全套服务作业并实现室内外导航无缝切换。智元披露远征 A3 Ultra 是全球首个可量产商业化部署的全尺寸人形机器人。同日现场中兴通讯发布星系列人形机器人与具身智能解决方案轻量化全尺寸人形机器人中兴星仔身高 1.6 米、自重 30 余千克是当前业内同规格尺寸下最轻人形产品同期发布的 OEX 超节点新品面向智算时代实现系统级跃迁。On July 17, WAIC 2026 announced its “Top 10 Treasures of the Exhibition,” with Zhiyuan Robotics’ commercial full-size humanoid robot Yuanzheng A3 Ultra selected as the only embodied AI robot product among the ten honorees. Standing 174cm tall and positioned as a “24-hour gold-medal receptionist,” Yuanzheng A3 Ultra integrates a 360° vision LiDAR fusion perception system with 700 TOPS of compute and an in-house three-layer heterogeneous compute architecture, supporting autonomous semantic map construction, task decomposition, path planning, and dynamic obstacle avoidance. Coupled with high-end dexterous hands and UWBRTK centimeter-level fusion positioning, it can independently execute full-service workflows with seamless indoor-outdoor navigation. Zhiyuan disclosed that Yuanzheng A3 Ultra is the world’s first mass-producible, commercially deployable full-size humanoid robot. On the same day at the venue, ZTE unveiled its Star-series humanoid robot and embodied AI solution — the lightweight full-size “ZTE Xingzai” stands 1.6m tall and weighs just over 30kg, currently the lightest humanoid in its size class — while also releasing the OEX super-node product targeting a system-level leap for the intelligent computing era.来源 / Sources界面新闻智元机器人发布商用全尺寸远征 A3 Ultra入选 WAIC 2026 十大镇馆之宝界面新闻智元远征 A3 Ultra 摘得 WAIC 2026镇馆之宝财联社中兴通讯发布星系列人形机器人及具身智能解决方案四、AI 芯片与算力基建长电科技 2026 上半年净利预增 63.48%—101.70%AI 封测景气兑现事件概要7 月 18 日长电科技600584.SH发布半年度业绩预告预计 2026 年上半年归属于上市公司股东的净利润 7.70 亿元至 9.50 亿元同比增长 63.48%—101.70%扣非净利润 7.40 亿元至 9.10 亿元同比增长 68.95%—107.76%。公司表示业绩增长主要受益于 AI 相关基础设施需求快速增长半导体行业景气度持续提升公司加强市场拓展、客户订单增长、产能利用率提升同时优化产品结构、深化降本增效扣非净利润增幅区间整体高于归母净利润显示本轮增长来自主营业务改善。同步市场层面蔚来旗下芯片子公司神玑已完成近 30 亿元融资携 NX9031X、NX9031U、NX9031C 等多颗芯片亮相 WAIC 2026覆盖智能辅助驾驶、具身智能与 Agent 推理三大 AI 赛道。海外端AI 芯片独角兽 Groq 据彭博社披露即将完成约 6 亿美元新一轮融资由奥斯汀风投 Disruptive 领投整体估值跃升至约 60 亿美元较九个月前翻倍。On July 18, JCET (600584.SH) released its interim earnings forecast, projecting H1 2026 net profit attributable to shareholders of RMB 770M–950M, up 63.48%—101.70% year-on-year; non-GAAP net profit is expected at RMB 740M–910M, up 68.95%—107.76%. The company attributed the growth to surging demand for AI-related infrastructure, continued improvement in semiconductor industry sentiment, expanded market presence, growing customer orders, higher capacity utilization, alongside product mix optimization and cost-reduction efforts — the fact that non-GAAP net profit growth outpaced reported net profit indicates the improvement is rooted in core operations. In parallel, NIO’s chip subsidiary Shenji has closed approximately RMB 3B in funding and debuted NX9031X, NX9031U, and NX9031C at WAIC 2026, spanning intelligent assisted driving, embodied AI, and Agent inference. Overseas, AI chip unicorn Groq is reportedly closing a ~$600M round led by Austin-based Disruptive, with valuation climbing to ~$6B — roughly double the level nine months prior, per Bloomberg.来源 / Sources财联社长电科技五年 77.5 亿元研发投入进入兑现期上半年扣非净利润大增界面新闻长电科技扣非净利润同比预增 68.95%—107.76%Bloomberg via 36氪快讯AI 芯片独角兽 Groq 即将获 6 亿美元融资估值翻倍东方财富蔚来芯片子公司神玑完成近 30 亿元融资亮相 WAIC 2026五、企业级 AI 与智能体落地阿里发布秒悟团队版切入企业级 AI 协同事件概要7 月 18 日阿里巴巴在 WAIC 2026 现场发布企业级 AI 应用创作平台秒悟团队版Meoo Team核心能力包括统一身份管理、统一采购与额度管控、精细化权限管理、团队资产共享等旨在解决企业在 AI 创作中的资源统筹、权限分配与资产归属问题。Meoo Team 可提升电商、内容创作、产运、营销、财务、教育等多团队的协同效率。同日云迹科技在 WAIC 发布人机共生世界价值模型基于超 11 亿次真实服务交互数据训练打造面向物理世界、以价值最优为目标的人机协同智能大脑配套 T1—T4 四层架构将复杂服务拆解为场景理解、任务规划、资源调度与原子执行。它石智航同期亮相 AWE 3.5 大模型与真实产线集群、灵巧手魔术展示物理 AI 在真实工业场景的落地能力。WAIC 现场发布的镇馆之宝还覆盖阿里云磐久超节点服务器等多款企业级 AI 基础设施。On July 18, Alibaba launched the enterprise-grade AI creation platform “Meoo Team” at the WAIC 2026 venue, with core capabilities spanning unified identity management, unified procurement and quota control, granular permission management, and team asset sharing — designed to address the resource orchestration, permission allocation, and asset attribution challenges enterprises face when scaling AI creation. Meoo Team can enhance collaboration efficiency across e-commerce, content creation, product and operations, marketing, finance, and education teams. On the same day, Yunji Technology unveiled its “Human-Machine Symbiotic World Value Model” at WAIC, trained on over 1.1 billion real-world service interactions to deliver a value-optimal human-machine collaborative intelligence brain for the physical world, supported by a four-layer T1—T4 architecture that decomposes complex services into scene understanding, task planning, resource scheduling, and atomic execution. Tashizhihang also presented AWE 3.5, a real production-line cluster, and dexterous-hand demonstrations, showcasing physical AI deployment in real industrial scenarios. WAIC’s “Treasures of the Exhibition” lineup further included Alibaba Cloud’s Panjiu super-node server and other enterprise-grade AI infrastructure.来源 / Sources界面新闻阿里发布秒悟团队版打造企业级 AI 应用创作平台数字经济网阿里发布秒悟团队版财联社云迹科技发布人机共生世界价值模型36氪快讯它石智航 AWE 3.5 大模型亮相 WAIC 2026六、产业资本与投融资港股 AI 股权融资额突破 670 亿美元机器人赛道半年融资近千亿事件概要Dealogic 数据显示截至 7 月 7 日港股市场 2026 年股权融资IPO可转债再融资金额累计已达 670 亿美元超过 2025 年全年的 70%其中 IPO 融资总额 303 亿美元与 2025 年全年366 亿美元仅相差 63 亿美元AI 与具身智能赛道成为核心增量。聚焦具身智能赛道IT 桔子数据显示 2026 上半年国内具身智能融资总金额已突破 935 亿元较 2025 上半年提升近 5 倍投融资事件达 322 起同比增长 137%单月融资事件数在 3 月与 6 月均突破 60 起进入 7 月后星动纪元、墨奇智能等企业接力官宣 10 亿级融资。行业大会层面WAIC 2026 现场展出 208 款具身智能终端、超 300 台真机宇树科技、智元机器人、傅利叶等头部人形机器人企业悉数参展中信建投指出人形机器人产业链加速资本化与场景落地7—8 月将成为产业趋势验证的关键做多窗口期。海外端Physical AI 赛道迄今最大单笔融资诞生——机器人基础模型公司 Skild AI 完成 14 亿美元 C 轮融资估值超 140 亿美元。According to Dealogic data, as of July 7 Hong Kong’s 2026 equity financing (IPO convertible bonds follow-on offerings) had reached USD 67B — already exceeding 70% of the full-year 2025 total — with IPO proceeds alone at USD 30.3B, narrowing the gap to the full-year 2025 figure (USD 36.6B) by just USD 6.3B. AI and embodied intelligence are the primary growth contributors. Within the embodied AI track, IT Juzi data shows that domestic embodied AI financing in H1 2026 surpassed RMB 93.5B, nearly 5x the same period last year, with 322 deals representing 137% year-on-year growth. Monthly deal counts crossed 60 in both March and June, and momentum continued into July with Xingdong Era, Moqi Intelligence, and others announcing RMB 1B rounds. At the exhibition level, WAIC 2026 showcased 208 embodied AI terminals and over 300 real machines, with Unitree, Zhiyuan, Fourier, and other leading humanoid robot companies all exhibiting. CITIC Construction Investment noted that the humanoid robot value chain is accelerating capital formation and scenario deployment, with July—August emerging as the critical window for validating industry trends. Overseas, the largest single financing in the Physical AI track to date closed — robot foundation model company Skild AI completed a USD 1.4B Series C round at a valuation exceeding USD 14B.来源 / Sources财联社港股 2026 年股权融资额已达 670 亿美元AI 赛道热情不减IT 桔子 / 投资界具身智能融资半年破 900 亿投资逻辑从后空翻转向搬砖头东方财富2026 世界人工智能大会展出 208 款具身智能终端机器人 ETF 资金净流入Bloomberg / TechCrunchSkild AI 获 14 亿美元 C 轮融资估值超 140 亿美元行业数据速览指标数据备注WAIC 2026 展览面积首破 10 万平方米1100 余家企业、3000 展品、300 全球首发港股 2026 年累计股权融资670 亿美元超 2025 全年 70%IPO 占 303 亿美元国内具身智能 H1 融资额935 亿元同比增长近 5 倍322 起事件混元 Hy3 调用量增长较 Hy2 增长 68 倍登顶 OpenRouter 全球大模型调用榜Kimi K3 参数规模2.8 万亿全球最大开源 3T 级模型智元远征 A3 Ultra 身高174cm700 TOPS 算力可量产商用长电科技 H1 净利预增63.48%—101.70%扣非净利润预增 68.95%—107.76%Groq 估值60 亿美元9 个月内翻倍新一轮约 6 亿美元Skild AI C 轮14 亿美元Physical AI 赛道单笔最大融资快手可灵 AI 融资30 亿美元全球视频大模型单笔最大融资DeepSeek 估值4800 亿元人民币正在筹备 A 股 IPOWAIC 现场具身智能终端208 款宇树、智元、傅利叶等参展媒体人解读WAIC 2026 进入第二天议程后整场大会的关键词已经从年初的参数军备竞赛悄然转向Agent 落地与具身量产。一方面腾讯、阿里、它石智航、云迹科技、智身科技等公司接连发布企业级与产业级智能体方案把模型即产品升级为模型即服务 即场景EaaS、TairosAgent、Meoo Team、世界价值模型等新范式快速从概念验证走向商业化部署另一方面智元远征 A3 Ultra 入选镇馆之宝且明确首个可量产商用定位叠加长电科技封测业绩同比翻倍、神玑近 30 亿元融资到位、Groq 估值 9 个月翻倍至 60 亿美元资本市场对算力—芯片—机器人—智能体完整链路的下注已经形成共识。值得注意的是Kimi K3 2.8 万亿参数开源 OpenRouter 上混元 Hy3 调用量登顶意味着中国大模型在开源规模与推理调用两个维度同时站上全球第一梯队。结合港股 AI 股权融资突破 670 亿美元、国内具身智能半年融资近千亿的数据下半年的产业竞争将不再是谁参数更大而是谁能率先把智能体送进真实生产场景并跑通商业模式。After day two of WAIC 2026, the central keyword of the conference has quietly shifted from the early-year “parameter arms race” toward “Agent deployment” and “embodied mass production.” On one front, Tencent, Alibaba, Tashizhihang, Yunji Technology, and Zhishen Technology have successively released enterprise- and industry-grade agent solutions, evolving “model as product” into “model as service as scenario” — EaaS, TairosAgent, Meoo Team, and the World Value Model paradigm are rapidly moving from proof-of-concept to commercial deployment. On another front, Zhiyuan’s Yuanzheng A3 Ultra entered WAIC’s “Treasures” with explicit positioning as the “first mass-producible commercial” humanoid, paired with JCET’s packaging and testing earnings doubling, Shenji’s ~RMB 3B funding closure, and Groq’s 9-month valuation doubling to USD 6B — capital markets have reached consensus on a complete “compute — chip — robot — agent” chain. Notably, Kimi K3’s open-sourcing at 2.8T parameters combined with Hunyuan Hy3 topping OpenRouter’s global call-volume ranking signals that Chinese foundation models now lead globally in both “open-source scale” and “inference volume.” Combined with the data showing HK-listed AI equity financing surpassing USD 67B and domestic embodied AI H1 financing approaching RMB 100B, the second half’s industry competition will no longer be “who has the bigger parameters” but “who can first embed agents into real production scenarios and validate a working business model.”参考来源英文来源Bloomberg / TechCrunch: Skild AI closes USD 1.4B Series C at USD 14B valuationThe Verge: WAIC 2026 — humanoid robots deployed for live event servicesVentureBeat: Tencent Hunyuan Hy3 tops OpenRouter global rankingMIT Technology Review: Open-source 2.8T-parameter Kimi K3 reshapes foundation model landscapeBloomberg: AI chip unicorn Groq raising USD 600M at USD 6B valuationIEEE Spectrum: Mass-producible commercial humanoid robots debut at WAIC 2026中文来源财联社长电科技上半年扣非净利润大增 63.48%—101.70%界面新闻智元机器人发布商用全尺寸远征 A3 Ultra36氪快讯腾讯升级发布具身智能全栈方案ADP4.0 海外版上线钛媒体2.8 万亿参数只是开始Kimi K3 正在把大模型竞争推向AI 造 AI东方财富港股 2026 年股权融资额已达 670 亿美元AI 赛道热情不减投资界 / IT 桔子具身智能融资半年破 900 亿财联社中兴通讯发布星系列人形机器人及 OEX 超节点本文内容综合整理自上述公开信息来源媒体人解读仅代表个人观点仅供参考。作者署名刘一说 ️发布日期2026年07月19日
