## 🔍 Core Insights This week, the AI and hard-tech sectors present a tale of two extremes: on one hand, **BYD's Yangwang U9X** set a new top-speed record for production cars at **503.17km/h**, and **Moore Threads** completed Day-0 adaptation for **Kimi-K3.1 Pro**, accelerating the rollout of edge-side and domestic computing ecosystems [1][6]; on the other hand, amid the AI sell-off and policy risks, **Anthropic's IPO** valuation expectations were sharply cut from **$2 trillion** to a range of **$1.2–1.5 trillion**, while **Apple** became the only Mag7 giant absent from the AI capex race [5][21][4]. ## 🚀 Key Updates - **IM LS8 NEO Launched** [0]: Starting at RMB 239,800, featuring a full steer-by-wire chassis and the IM Claw intelligent agent, positioned for the RMB 250,000-class all-electric SUV family market. - **BYD Yangwang U9X Sets New Global Top Speed** [1]: The first production car to break the 500km/h barrier, achieving 503.17km/h with a 1200V ultra-high-voltage platform and a 30,000rpm motor. - **SK Hynix Establishes US AI Investment Subsidiary** [3]: Founded Hyaico Corp, planning to invest up to $10 billion in the US AI sector. - **a16z Weekly: Apple Absent from AI Capex Race** [4]: Apple's capex is actually below pre-AI-boom levels, while the four major hyperscalers grew roughly 6–9x; over 80% of Roblox's top 100 games are created using AI tools. - **Anthropic IPO Valuation Expectations Cut** [5][21]: Investors lowered valuation expectations from about $2 trillion to $1.2–1.5 trillion, with some believing $1 trillion is more realistic. - **Moore Threads Completes Day-0 Adaptation for Kimi-K3.1 Pro** [6]: Based on MTT S5000 intelligent computing cards and the MUSA software stack, enabling both text and image inference pipelines. - **Nace AI Releases Drex Decision Model** [7]: A 27B model that only makes selections rather than generating, statistically on par with GPT-6 Sol on Decision Bench v4, at a cost of only $0.06/1K. - **Thinking Machines Releases Inkling 2 Small** [20]: A MoE model with 594B total parameters and 17B activated, billed as the strongest Western open-weight model. ## 🔗 Sources [0] Starting at RMB 239,800! IM LS8 NEO Officially Launched, Full Steer-by-Wire for Steering and Braking — https://www.bestblogs.dev/article/5c7e9ff9ef?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [1] 503.17km/h! BYD Yangwang U9X Sets New Global Top Speed Again, Production Car Breaks the 5-Series Mark for the First Time — https://www.bestblogs.dev/article/a81c9344b2?utm_source=rss&utm_medium=feed&utm_campaign=resources&entry=rss_article_item [3] SK Hynix Establishes US AI Investment Subsidiary Hyaico, Plans to Invest Up to $10 Billion — https://aihot.news/items/chm9urxh25xu0ridmbvz93klv [4] a16z Chart Weekly: Apple Absent from AI Capex Race, Roblox Uses AI to Build Games — https://aihot.news/