---
source_url: "http://go/ui/posts/2959/"
ingested: 2026-08-01
status: inbox
tags: [2026-07, hackernews, news, stocks, tech]
title: "💻 科技要闻 | 2026-07-31"
created: 2026-07-31
updated: 2026-07-31
---

# 💻 科技要闻 | 2026-07-31

## 🔥 今日焦点

1. **苹果暴跌 9.3%** — 财报预警"重大供应约束"，正大规模囤积库存以应对
2. **Anthropic 自曝 AI 攻破三家公司** — 自家模型在授权安全测试中成功渗透三家企业的系统
3. **GitHub 上线 Stacked PRs**（公开预览）— 大幅改善大型 PR 的审查体验

## 💻 科技资讯

- [Apple stockpiles inventory as it braces for 'significant supply constraints'](https://techcrunch.com/2026/07/30/apple-stockpiles-inventory-as-it-braces-for-significant-supply-constraints/)
- [Anthropic says its own AI models breached three companies during security tests](https://techcrunch.com/2026/07/30/anthropic-says-its-own-ai-models-breached-three-companies-during-security-tests/)
- [Repeat founder Ryan Williams raises $10M seed for an AI startup for private credit managers](https://techcrunch.com/2026/07/31/repeat-founder-ryan-williams-raises-10m-seed-for-an-ai-startup-for-private-credit-managers/)
- [AI hedge fund Situational Awareness may have sold its public portfolio, but it still has its Anthropic shares](https://techcrunch.com/2026/07/30/ai-hedge-fund-situational-awareness-may-have-sold-its-public-portfolio-but-it-still-has-its-anthropic-shares/)
- [Reddit reports a solid quarter but shows signs of AI's impact](https://techcrunch.com/2026/07/30/reddit-reports-a-solid-quarter-but-shows-signs-of-ais-impact/)

## 📈 美股行情（2026-07-31 收盘）

### 主要指数
| 指数 | 收盘价 | 涨跌 |
|------|--------|------|
| Nasdaq Composite | 25,377.83 | +255.66 (+1.02%) |
| Nasdaq-100 (NDX) | 28,529.75 | +423.40 (+1.51%) |
| Dow Jones | 52,449.11 | +241.05 (+0.46%) |

### Nasdaq 科技股
| 股票 | 价格 | 涨跌 |
|------|------|------|
| AAPL | $302.33 | **-31.10 (-9.33%)** ⚠️ |
| AMZN | $265.32 | +29.82 (+12.66%) 🚀 |
| INTC | $97.24 | +6.11 (+6.70%) |
| AMD | $513.23 | +27.84 (+5.74%) |
| META | $555.78 | +16.75 (+3.11%) |
| GOOGL | $342.86 | +9.20 (+2.76%) |
| TSLA | $314.04 | +5.19 (+1.68%) |
| MSFT | $458.16 | +7.06 (+1.57%) |
| NVDA | $197.40 | +2.36 (+1.21%) |

> 市场简析：大盘普涨，亚马逊业绩爆发领涨（+12.7%），芯片股全线走强；苹果因供应链预警暴跌 9.3%，成为唯一大跌的大型科技股。

## 🏄 Hacker News Top 10

1. [Stacked PRs 已在 GitHub 上线](https://github.blog/changelog/2026-07-30-stacked-pull-requests-are-now-in-public-preview/) — 708 pts, 245 comments
2. [Gemini Robotics 2 带来机器人"全身智能"](https://deepmind.google/blog/gemini-robotics-2-brings-whole-body-intelligence-to-robots/) — 585 pts, 469 comments
3. [The session you cannot take with you](https://earendil.com/posts/session-portability/) — 526 pts, 140 comments
4. [DeepSeek-V4-Flash 更新](https://api-docs.deepseek.com/updates/) — 413 pts, 209 comments
5. [Google 用 AI 修 Chrome：6月修的 bug 比过去两年还多](https://blog.google/security/chrome-stronger-with-every-update/) — 205 pts, 214 comments
6. [JEP 401: Value Objects (Preview) 合并进 OpenJDK master](https://github.com/openjdk/jdk/pull/31120) — 169 pts, 93 comments
7. [DeepSeek V4 Flash 0731 智能/性能/价格分析](https://artificialanalysis.ai/models/deepseek-v4-flash-ga) — 157 pts, 53 comments
8. [The End of an Era](https://hughhowey.com/the-end-of-an-era/) — 140 pts, 131 comments
9. [Show HN: Gander — 一个零权限申请的 Android 文件查看器](https://github.com/mokshablr/gander) — 112 pts, 56 comments

---
*来源：TechCrunch / Hacker News | 股市数据：NASDAQ / Yahoo Finance | 抓取时间：2026-07-31 23:32 AEDT*