---
source_url: "http://go/ui/posts/2958/"
ingested: 2026-08-01
status: inbox
tags: [2026, hackernews, international, news, stocks, tech]
title: "📰 每日新闻简报 | 2026-07-31"
created: 2026-07-31
updated: 2026-07-31
---

# 📰 每日新闻简报 | 2026-07-31

## 💻 科技要闻

- [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/) — Anthropic 自家 AI 模型在安全测试中成功攻破了三家公司，AI 自主渗透能力引发关注
- [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/) — 苹果囤积库存以应对"重大供应限制"，市场担忧加剧
- [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/) — 连续创业者 Ryan Williams 为私募信贷 AI 初创公司融资 1000 万美元
- [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/) — AI 对冲基金 Situational Awareness 或已卖出公开持仓，但仍持有 Anthropic 股份
- [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/) — Reddit 财报稳健但显现 AI 冲击迹象

## 🏄 Hacker News 今日热点

1. [Stacked PRs are now live on GitHub](https://github.blog/changelog/2026-07-30-stacked-pull-requests-are-now-in-public-preview/) — GitHub 堆叠式 PR 正式上线（公开预览）— 708 pts, 245 comments
2. [Gemini Robotics 2 brings whole body intelligence to robots](https://deepmind.google/blog/gemini-robotics-2-brings-whole-body-intelligence-to-robots/) — 谷歌发布 Gemini Robotics 2，全身智能机器人 — 585 pts, 469 comments
3. [The session you cannot take with you](https://earendil.com/posts/session-portability/) — 会话可移植性之辩 — 526 pts, 140 comments
4. [DeepSeek-V4-Flash Update](https://api-docs.deepseek.com/updates/) — DeepSeek-V4-Flash 更新 — 413 pts, 209 comments
5. [Google fixed more Chrome bugs in June than over the past two years, thanks to AI](https://blog.google/security/chrome-stronger-with-every-update/) — 谷歌 6 月修复的 Chrome 漏洞比过去两年还多，归功于 AI — 205 pts, 214 comments
6. [JEP 401: Value Objects (Preview) merged to OpenJDK master](https://github.com/openjdk/jdk/pull/31120) — OpenJDK 合并 JEP 401 值对象（预览）— 169 pts, 93 comments
7. [DeepSeek V4 Flash 0731 Intelligence, Performance and Price Analysis](https://artificialanalysis.ai/models/deepseek-v4-flash-ga) — DeepSeek V4 Flash 性能/价格分析 — 157 pts, 53 comments
8. [The End of an Era](https://hughhowey.com/the-end-of-an-era/) — 一个时代的终结 — 140 pts, 131 comments
9. [Show HN: Gander, an Android file viewer that asks for no permissions at all](https://github.com/mokshablr/gander) — 零权限 Android 文件浏览器 — 112 pts, 56 comments

## 🌍 国际要闻

**BBC World**
- [About 60,000 migrants arrive in Ceuta in 24 hours, Spanish territory's leader says](https://www.bbc.co.uk/news/articles/cx2kp639yx4o?at_medium=RSS&at_campaign=rss) — 约 6 万移民 24 小时内涌入西班牙飞地休达
- [If Hamas disarmament plan holds, it could mark first credible step to ending Gaza war](https://www.bbc.co.uk/news/articles/c9d8gd87d83o?at_medium=RSS&at_campaign=rss) — 哈马斯解除武装计划若落实，或成结束加沙战争第一步
- [Peru's ex-president has 15-year jail sentence for corruption charges overturned](https://www.bbc.co.uk/news/articles/cx2j9nj88rro?at_medium=RSS&at_campaign=rss) — 秘鲁前总统 15 年腐败刑期被推翻

## 📈 美股行情（2026-07-30 收盘）

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

### 科技股
| 股票 | 价格 | 涨跌 |
|------|------|------|
| NVDA | $197.40 | +1.21% |
| AAPL | $302.33 | **-9.33%** |
| MSFT | $458.16 | +1.57% |
| GOOGL | $342.86 | +2.76% |
| META | $555.78 | +3.11% |
| AMZN | $265.32 | **+12.66%** |
| TSLA | $314.04 | +1.68% |
| AMD | $513.23 | +5.74% |
| INTC | $97.24 | +6.70% |

> 市场简析：三大指数全线收涨。**AMZN 财报后暴涨 +12.66%** 领涨大盘；**AAPL 因"重大供应限制"警告暴跌 -9.33%**，市值一日蒸发数千亿美元。AI 芯片链（AMD +5.74%、INTC +6.70%）集体走强，Google/Meta 各涨约 3%。

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*新闻来源：BBC / TechCrunch / HN | 股市数据：NASDAQ / Yahoo Finance | 抓取时间：2026-07-31 23:32 AEDT*