AI科技热点日报 | 2026年07月18日

文章目录AI科技热点日报 | 2026年07月18日 今日摘要一、WAIC 2026 第二天逐浪演讲、H4 创投生态区、AI Agent 与 OPC 三大主线齐发事件概要来源 / Sources二、国产 AI 芯片曦望 Sunrise 完成近 10 亿元融资三代多模推理算力卡 2026 年量产事件概要来源 / Sources三、Microsoft 据报即将推出 Project Perception多模型 AI 安全工具正面对标 Anthropic Mythos事件概要来源 / Sources四、AI 眼镜赛道 WAIC 2026 集中爆发千问智能体眼镜、Rokid YodaOS、Moonix 14.9 克眼镜同日登场事件概要来源 / Sources五、AI 视频与 Agent 应用层融资周观察可灵 30 亿美元、爱诗 29.8 亿元、演语 3 亿美元三连击事件概要来源 / Sources六、Microsoft 据内部销售培训要求销售淡化 OpenAI 与 Anthropic主推自研模型路线事件概要来源 / 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18日综合整理自 36氪、钛媒体、虎嗅、澎湃新闻、第一财经、新浪财经、The Information、TechRepublic、Forbes、VentureBeat、CNBC、MIT Technology Review 等科技财经媒体当日报道聚焦 AI、机器人、芯片、前沿技术、行业金融动态。 今日摘要2026 世界人工智能大会WAIC 2026进入第二天“逐浪未来科技演讲与 H4 FutureTech 创投生态区同时开讲AI Agent 与一人公司OPC成为全场最热话题。国产 AI 芯片公司曦望 Sunrise 当日宣布完成近 10 亿元融资三代多模推理算力卡将于年内量产。Microsoft 据报即将推出 Project Perception多模型 AI 安全工具正面挑战 Anthropic 的 Mythos。AI 眼镜赛道在 WAIC 现场集中爆发阿里千问升级为智能体眼镜”Rokid 全球首发专为智能眼镜设计的原生系统 YodaAS14.9 克 Moonix AI 眼镜同日全球开售。AI 视频资本持续狂飙可灵 30 亿美元、爱诗 29.8 亿元、演语科技 3 亿美元三笔重磅融资在 7 月密集落地。Day 2 of WAIC 2026 opened with the “Wave-Rider” Future Tech Talk and the H4 FutureTech investor zone, where AI Agents and One-Person Companies (OPC) dominated discussions. Chinese AI chip startup Sunrise (曦望) announced nearly 1 billion yuan in fresh funding, with its third-generation multimodal inference card set for mass production this year. Microsoft is reportedly about to launch Project Perception, a multi-model AI security tool aimed squarely at Anthropic’s Mythos. The smart-glasses track exploded at WAIC: Alibaba’s Qianwen rebranded as “agent glasses,” Rokid globally debuted YodaOS for smart glasses, and 14.9-gram Moonix AI Glasses went on worldwide sale the same day. AI-video capital keeps sprinting: Kling 30 billion, Aishi 2.98 billion, and Evoken 300 million – three mega-rounds all closed in July.一、WAIC 2026 第二天逐浪演讲、H4 创投生态区、AI Agent 与 OPC 三大主线齐发事件概要2026 年 7 月 18 日上午WAIC 2026 进入第二天议程。由澎湃新闻与上海国投未来产业基金共同主办的逐浪·WAIC 2026 未来科技演讲在上海世博展览馆开讲6 位平均年龄不超过 35 岁的科学家、创业者、投资人以 TED 形式拆解 AI 最前沿议题。同日H4 馆 FutureTech 创投生态区正式开放1200 个创新项目集中展示部分团队披露用户已突破 500 万。投资人在 OPCOne Person Company一人公司论坛上明确表态先做影响力、再考虑商业模式并认为当前阶段个人 AI的杠杆比远高于传统 SaaS。星环科技第九次亮相 WAIC以认知涌现·数据新生为主题首发新产品矩阵。本届大会六板块论坛会议、展览展示、评奖赛事、应用体验、创新孵化、招才引智持续推进预计 7 月 20 日闭幕。Day 2 of WAIC 2026 opened on July 18 with the “Wave-Rider” Future Tech Talk, organized by The Paper and Shanghai’s state-affiliated future-industry fund. Six scientists, founders, and investors under 35 took the TED-style stage to dissect frontier AI topics. The H4 FutureTech investor zone opened the same day, showcasing 1,200 innovation projects—some teams reported user bases already above 5 million. On the OPC (One-Person Company) panel, investors were unanimous: build influence first, business model second; the AI-leverage ratio for individuals now far exceeds traditional SaaS. Transwarp Technology made its ninth WAIC appearance under the theme “Cognitive Emergence · Data Renaissance,” debuting new product lines. The six-section conference (forums, exhibition, awards, experience, incubation, talent) runs through July 20.来源 / Sources澎湃新闻“逐浪”·WAIC2026未来科技演讲7月18日开讲6名年轻人拆解AI最前沿新浪财经直击WAIC创业众生相巨头夹缝中淘金有团队称用户已超500万新浪财经WAIC 2026观察投资人评OPC先做影响力再考虑商业模式东方财富星环科技WAIC 2026终极剧透——认知涌现·数据新生央广网图说超300款AI新品全球首发WAIC 2026掀起智能风暴二、国产 AI 芯片曦望 Sunrise 完成近 10 亿元融资三代多模推理算力卡 2026 年量产事件概要2026 年 7 月 18 日上午国内全栈自研 AI 算力芯片企业曦望Sunrise宣布完成近 10 亿元人民币 A 轮融资。本轮融资由多家头部产业资本与一线财务机构联合参与老股东跟投资金主要用于第三代多模态推理算力卡的流片与量产交付。曦望团队源自商汤科技大芯片部门独立后专注云端推理场景已完成从编译器、驱动到上层推理框架的全栈自研。第三代产品采用近存计算Near-Data Processing架构针对多模态大模型推理做专门优化目标对标英伟达 L40S 与国产同类推理卡的性价比 易部署双重优势预计 2026 年下半年正式规模量产。在国产 AI 芯片 2026 上半年累计融资额已突破千亿元的背景下曦望是少数明确把推理而非训练作为主战场的初创公司。On the morning of July 18, 2026, Chinese full-stack self-developed AI compute chip startup Sunrise (曦望) announced the closing of a near-1-billion-yuan Series A round. Jointly led by leading industrial capital and tier-one financial investors with continued participation from existing backers, the funds will be used for tape-out and mass-production delivery of its third-generation multimodal inference card. Spun off from SenseTime’s big-chip division, Sunrise focuses on cloud inference and has built a vertically integrated stack—from compiler and drivers to inference framework. The third-generation card adopts a Near-Data Processing architecture, specifically optimized for multimodal inference, targeting the dual goal of “price-performance easy deployment” against NVIDIA L40S and domestic peers; volume production is expected in H2 2026. Against the backdrop of Chinese AI-chip financing exceeding 100 billion yuan in H1 2026, Sunrise is one of the few startups explicitly positioning inference—not training—as its main battlefield.来源 / Sources钛媒体国产AI芯片公司曦望融资近10亿元2026年量产第三代多模推理算力卡电子工程世界补齐推理短板曦望三代卡押注多模态场景新华财经国产AI芯片单笔融资纪录再被刷新推理赛道资本热度抬升三、Microsoft 据报即将推出 Project Perception多模型 AI 安全工具正面对标 Anthropic Mythos事件概要据 The Information 独家披露Microsoft 内部代号 Project Perception 的 AI 安全产品已进入最后冲刺阶段预计本月正式发布。Project Perception 与 Anthropic 此前发布的 Mythos 思路高度相似——使用大模型自动扫描代码、定位漏洞并自动生成修复 Patch。但 Microsoft 的差异化在于多模型协同单一产品内可同时调用 Anthropic、OpenAI 与 Microsoft 自家模型由前端路由器根据代码上下文、漏洞类型与成本预算自动选模。报道称 Microsoft 已经用 Project Perception 辅助生成近期若干 Windows 11 累积更新Patch Tuesday中的安全补丁。如果定价确如内部讨论低于 Anthropic MythosProject Perception 将直接切入企业网安预算成为企业在自研网安工具 商业 AI 安全平台之间的新选项。According to an exclusive by The Information, Microsoft’s internally codenamed Project Perception is entering its final stretch and is expected to launch this month. Conceptually identical to Anthropic’s earlier-released Mythos, Project Perception uses large models to automatically scan code, locate vulnerabilities, and generate patches—but with a key differentiator: multi-model collaboration. A front-end router inside the product can pick among Anthropic, OpenAI, and Microsoft-first-party models based on code context, vulnerability type, and cost budget. Reports indicate Microsoft already used Project Perception to help generate security patches in recent Windows 11 cumulative updates. If priced below Anthropic Mythos as discussed internally, Project Perception will cut directly into enterprise cybersecurity budgets, becoming a new option between in-house security tooling and commercial AI security platforms.来源 / SourcesThe Information: Exclusive – Microsoft Preps Mythos-Like AI Bug FinderTechRepublic: Microsoft’s ‘Project Perception’ Could Challenge Anthropic’s Mythos in AI SecurityNeowin: Recent patches for Windows 11 could have been created by Microsoft’s new Mythos rivalFirstpost: Microsoft is working on AI-powered cyber defence tool to take on Anthropic’s Mythos四、AI 眼镜赛道 WAIC 2026 集中爆发千问智能体眼镜、Rokid YodaOS、Moonix 14.9 克眼镜同日登场事件概要2026 年 7 月 17–18 日AI 眼镜赛道在 WAIC 2026 现场迎来集中爆发三家头部厂商同日亮相重磅新品。阿里巴巴千问宣布 AI 眼镜正式升级为智能体眼镜同步发布首款与 Bose 联合打造的 AI 智能体耳机将阿里云通义大模型与 Bose 声学整合硬件矩阵从单一眼镜扩展到眼镜 耳机 后台模型的协同。Rokid乐奇在 WAIC 全球首发 YodaOS——被官方称为全球首款专为智能眼镜打造的原生 AI 操作系统基于自研端侧大模型 多模态交互理念彻底打破移动互联网时代的设备交互壁垒并同步发布新一代 AR 眼镜。Moonix AI 眼镜标准版于 7 月 17 日全球同步发售主打 14.9 克极致轻量化设计6 月 18 日预售阶段 3 天即获超额订量正式发售后将登陆 Moonix 官方小程序、京东旗舰店与 100 家线下渠道。华泰证券最新研报认为AI 眼镜、可穿戴设备等交互终端有望成为消费新入口与新场景载体是 AI 端侧化的关键卡位。From July 17–18, the smart-glasses track staged a coordinated explosion at WAIC 2026, with three major makers unveiling flagship hardware the same day. Alibaba’s Qianwen rebranded its AI glasses as “agent glasses” and simultaneously launched its first AI agent earbuds co-built with Bose, integrating Tongyi LLMs with Bose acoustics—the hardware matrix now spans “glasses earbuds backend models.” Rokid globally debuted YodaOS—marketed as “the world’s first native AI operating system designed for smart glasses”—built on proprietary on-device LLMs and multimodal interaction, and released next-generation AR glasses alongside it. Moonix AI Glasses Standard Edition went on global sale July 17, headlined by an ultra-light 14.9-gram design; pre-orders opened June 18 with three-day over-subscription, and the product ships via the Moonix mini-program, JD flagship store, and 100 offline channels. Huatai Securities’ latest note argues AI glasses and wearables are becoming the new consumer entry-point and scenario carrier, the critical beachhead for on-device AI.来源 / Sources中国经营报千问AI眼镜升级智能体眼镜 硬件矩阵浮出水面DoNews乐奇Rokid WAIC 2026全球展会首秀YodaOS原生系统新一代AR眼镜雷峰网Moonix AI 眼镜标准版7月17日全球同步发售主打14.9克轻量化设计证券时报华泰证券AI眼镜等终端有望成为消费新入口、新场景载体五、AI 视频与 Agent 应用层融资周观察可灵 30 亿美元、爱诗 29.8 亿元、演语 3 亿美元三连击事件概要进入 2026 年 7 月AI 视频与 Agent 应用层的重磅融资三连击为下半年行业格局奠定基调。7 月 2 日快手旗下可灵 AI 宣布完成近 30 亿美元独立融资投后估值达 180 亿美元约合人民币 1300 亿元一举刷新国内 AI 应用层单轮融资纪录本轮由一线美元基金和产业资本联合领投可灵从快手体系独立运营后估值显著跃升。7 月 14 日爱诗科技宣布完成整体 C 轮融资累计规模达 29.8 亿元人民币约 4.2 亿美元投资方为多家头部 VC 与互联网战略资本主要用于多模态视频生成模型迭代与海外市场拓展。6 月 18 日演语科技Evoken宣布已于近日完成近 3 亿美元 B 轮融资专注企业级 AI Agent 平台场景再度刷新国内 AI 应用层单轮融资纪录。三笔融资分布在视频生成、企业 Agent、AI 大模型 Agent 三条不同赛道标志着国内 AI 应用层从模型层竞争全面转向应用层淘汰赛。Three mega-rounds in July have set the tone for the second half. On July 2, Kuaishou’s Kling AI closed an independent round of nearly US$3 billion at a US$18 billion post-money valuation, setting a new domestic AI-application single-round record; the round was jointly led by tier-one USD funds and industrial capital, and Kling’s separation from Kuaishou was visibly re-rated by the market. On July 14, Aishi Technology announced the completion of a Series C round totaling 2.98 billion yuan (about US$420 million), from top VCs and internet-strategic capital, aimed at multimodal video-generation iteration and overseas expansion. On June 18, Evoken (演语科技) announced the closing of a near-US$300 million Series B, focused on enterprise-grade AI Agent platforms—also a domestic AI-application single-round record. Distributed across three different tracks—video generation, enterprise agents, foundation-model agents—the three rounds mark the formal shift of the Chinese AI industry from “foundation-model competition” to “application-layer knockout stage.”来源 / Sources东方财富AI视频资本狂飙谁能稳坐牌桌深度新京报演语科技完成3亿美元新一轮融资明星资本集体出手新浪财经AI赛道半年吸金1330亿占融资总金额30%澎湃新闻阶跃、智谱、零一万物AI六小龙的真实差距六、Microsoft 据内部销售培训要求销售淡化 OpenAI 与 Anthropic主推自研模型路线事件概要据多家外媒披露Microsoft 近期对其全球销售团队进行新一轮培训要求在客户对话中强调 Microsoft 自研模型的高效 低成本卖点并明确淡化对 OpenAI、Anthropic 模型的依赖叙事。培训资料显示Microsoft 希望将自有 MAI 系列定位为对客户性价比与可控性都更优的选项尤其是在企业级场景中给出成本直降 40–60%、数据合规更友好等具体话术。这一调整发生在 Microsoft 与 OpenAI 关系重组谈判、与 Anthropic 达成技术合作的双重背景下——意味着 Microsoft 在保留合作伙伴关系的同时加速把销售火力转向自研模型。短期内将对企业级 AI 选型市场特别是 Azure OpenAI Service Anthropic on Azure 双轨客户产生明显分流效应中长期看MAI 系列的模型能力、客户案例、定价体系将成为 Microsoft 真正的 AI 业务护城河。According to multiple overseas reports, Microsoft has begun a new training cycle for its global sales force, requiring reps to highlight the “efficiency low cost” advantages of Microsoft’s first-party models in customer conversations while explicitly downplaying reliance on OpenAI and Anthropic. Training materials position the MAI family as offering better price-performance and better controllability for enterprises, citing concrete talking points like “40–60% direct cost reduction” and “stronger>来源 / SourcesReuters via MSN: Microsoft is reportedly training salespeople to talk down OpenAI and AnthropicCNBC: Chinese AI models are gaining ground with U.S. companies as OpenAI, Anthropic costs surgeVentureBeat: China’s Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systems行业数据速览指标数据备注WAIC 2026 展览面积10 万 平方米历届最大三地四馆联动WAIC 2026 参展企业1,100 家创历史新高WAIC 2026 全球首发产品300 款芯片、模型、机器人、智能体WAIC 2026 论坛数量140 场围绕 AI 治理、Agent、产业落地WAIC 2026 国际嘉宾1,400 位9 位图灵奖 6 位诺奖得主现场参会曦望 Sunrise A 轮融资~10 亿元推理卡赛道单笔新高Microsoft Project Perception多模型 AI 安全工具正面挑战 Anthropic Mythos可灵 AI 估值180 亿美元7月2日独立融资后爱诗科技 C 轮累计29.8 亿元7月14日完成演语科技 B 轮~3 亿美元企业级 AI Agent 平台Moonix AI 眼镜重量14.9 克全球最轻智能眼镜之一Rokid YodaOS智能眼镜原生系统全球首款媒体人解读今天的 AI 头条呈现中国主会场 美国安全工具的双线叙事。WAIC 第二天7 月 18 日密集落地的议程、产品、融资并不是大会本身的续集而是把中国 AI 产业链作为整体方案对外展现的关键节点——从中游模型Kimi K3、上游算力曦望、华为 Atlas 950到下游终端智能体眼镜、Rokid、Moonix再到创投基础设施H4、OPC 论坛。一句话国产 AI 已经从单点突破过渡到拼图式协同。真正的看点反而是两端一个是 Microsoft Project Perception 这种用竞品模型打竞品市场的多模型思路反映了 AI 应用层进入模型不稀缺、应用层稀缺的拐点另一个是 AI 眼镜赛道的操作系统 极致硬件 智能体后台同步发力意味着端侧 AI 的iOS 时刻可能就在 12 个月内到来。对国内开发者与产品经理而言下半年更值得思考的问题不再是用谁的模型而是在哪个端、哪种交互、什么场景下做出真正的留存与转化。Today’s headlines form a “China main stage U.S. security tools” dual narrative. Day 2 of WAIC (July 18) doesn’t merely continue the show—it presents China’s AI industrial chain as one integrated package: middle-tier foundation models (Kimi K3), upstream compute (Sunrise, Huawei Atlas 950), downstream terminals (agent glasses, Rokid, Moonix), and venture infrastructure (H4, OPC panel). In one line:Chinese AI has moved from single-point breakthroughs to puzzle-piece coordination.The real signals sit at both ends: first, Microsoft’s Project Perception—using competitor models to compete in competitor markets—signals that the AI application layer has reached an inflection where models are no longer scarce and applications are. Second, the smart-glasses track now ships operating systems, extreme hardware, and agent backends simultaneously—meaning the “iOS moment” for on-device AI may be only 12 months out. For Chinese developers and product managers, the real question for H2 is no longer “which model to use,” but “at which endpoint, through which interaction, and in which scenario we can build real retention and conversion.”参考来源英文来源The Information: Exclusive – Microsoft Preps Mythos-Like AI Bug FinderTechRepublic: Microsoft’s ‘Project Perception’ Could Challenge Anthropic’s Mythos in AI SecurityNeowin: Recent patches for Windows 11 could have been created by Microsoft’s new Mythos rivalFirstpost: Microsoft is working on AI-powered cyber defence tool to take on Anthropic’s MythosReuters via MSN: Microsoft is reportedly training salespeople to talk down OpenAI and AnthropicCNBC: Chinese AI has leveled up, and brought renewed focus on the open weight model shiftVentureBeat: China’s Moonshot AI releases Kimi K3, the largest open-source model ever, rivaling top U.S. systemsForbes: Chinese AI Startup Moonshot Unveils Kimi K3 Model—Will It Challenge OpenAI And Anthropic?Business Insider: Why China’s Kimi K3 has Silicon Valley — and Washington — quakingSiliconANGLE: Anthropic launches Claude Sonnet 5 AI model with coding, safety upgrades as Fable and Mythos controls lifted中文来源澎湃新闻“逐浪”·WAIC2026未来科技演讲7月18日开讲6名年轻人拆解AI最前沿新浪财经直击WAIC创业众生相巨头夹缝中淘金有团队称用户已超500万新浪财经WAIC 2026观察投资人评OPC先做影响力再考虑商业模式东方财富星环科技WAIC 2026终极剧透——认知涌现·数据新生央广网图说超300款AI新品全球首发WAIC 2026掀起智能风暴钛媒体国产AI芯片公司曦望融资近10亿元2026年量产第三代多模推理算力卡电子工程世界补齐推理短板曦望三代卡押注多模态场景新华财经国产AI芯片单笔融资纪录再被刷新推理赛道资本热度抬升中国经营报千问AI眼镜升级智能体眼镜 硬件矩阵浮出水面DoNews乐奇Rokid WAIC 2026全球展会首秀YodaOS原生系统新一代AR眼镜雷峰网Moonix AI 眼镜标准版7月17日全球同步发售主打14.9克轻量化设计证券时报华泰证券AI眼镜等终端有望成为消费新入口、新场景载体东方财富AI视频资本狂飙谁能稳坐牌桌深度新京报演语科技完成3亿美元新一轮融资明星资本集体出手新浪财经AI赛道半年吸金1330亿占融资总金额30%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18日