9点1氪｜Alibaba fully bans Claude Code internally; Is Faraday Future's LA headquarters deserted? The company responds: untrue; Microsoft invests 2.5 billion USD to establish a new 6,000-person AI company
Today's Hotspot Guide
- Three departments: Adjust the preferential policies for vehicle and vessel taxes on energy - saving vehicles and new - energy vehicles
- Samsung is reported to have won an AI chip manufacturing order worth over 10 trillion won from Meta
- Jasmine Milk Tea's mini - program changes its color logo
- Meta's plan to sell surplus computing power causes a decline in technology stocks
- Ashkan Seyedi, a former high - level executive in optical interconnection technology at NVIDIA, joins ams OSRAM
Top 3 Big News
Alibaba Bans Claude Code Internally Due to Backdoor Implantation Risks
36Kr learned from an insider at Alibaba that due to the recent exposure of security risks of backdoor implantation in Claude Code, Alibaba has included it in the high-risk software list after comprehensive evaluation. Since July 10th, Alibaba will completely prohibit its internal employees from using Claude Code in the office environment and recommends using Qoder as an alternative.
Is FF's Los Angeles headquarters empty? Company response: False
On July 3rd, Faraday Future issued a statement saying that the company recently noticed some false information circulating on certain online platforms, such as the so - called "FF's Los Angeles headquarters is empty". FF's factory in Hanford is not closed. This is a normal relocation of the global headquarters to Silicon Beach in Los Angeles (El Segundo). The location filmed in the online video is FF's former old headquarters in Gardena. FF stopped using it at the end of March this year. The so - called claim that "FF's Los Angeles headquarters is empty" is seriously misleading and a malicious distortion of the fact of the company's normal relocation of its office location. (Jiemian News)
Microsoft Invests $2.5 Billion to Establish a New AI Company with 6,000 Employees
On July 2 (local time), Microsoft announced the establishment of a new operating entity, the Microsoft Frontier Company. This business relies on Microsoft's existing artificial intelligence tools and is mainly focused on implementing effective artificial - intelligence deployment projects for enterprise customers. Microsoft will invest $2.5 billion in this project and allocate 6,000 industry experts and engineering technicians. According to Judson Althoff, the president of Microsoft's commercial business, this business goes far beyond the scope of the so - called Frontier Deployment Engineering (FDE). It will create the largest and most comprehensive engineering team in the industry, which is core - oriented towards business results.
This department will integrate Microsoft's existing FDE engineers, technical consultants, support staff, and a sales team with industry experience. The new company will provide customers with AI technology selection and system integration services, covering Microsoft's own models and external models, and will deeply integrate them with the enterprise's own proprietary data. Customers will retain the ownership of all results and development outcomes and do not need to transmit the results back to Microsoft. (Jiemian News)
The Cutting - Edge of AI
Github Copilot Integrates with Open-Source Model Kimi K2.7
36Kr learned that Dark Side of the Moon announced that Github Copilot has integrated with the first open-source model, Kimi K2.7.
Alibaba Cloud Announces Charges for the Databridge Agent Function of Its AI-Native Database Service Product
36Kr learned that the official website of Alibaba Cloud shows that the Databridge Agent, an AI-native database service product, will be officially commercialized and billed starting from August 1, 2026.
Big Companies/Big Events
National Development and Reform Commission: Since 24:00 on July 3, the prices of domestic gasoline and diesel (standard products) have been reduced by 950 yuan and 915 yuan per ton respectively
36Kr learned that according to the National Development and Reform Commission, since the adjustment of domestic refined oil prices on June 18, the international crude oil prices have dropped rapidly and then fluctuated slightly. The average price in the 10 working days before this price adjustment was lower than that in the 10 working days before the previous price adjustment. According to the changes in international oil prices, since 24:00 on July 3, the prices of domestic gasoline and diesel (standard products) have been reduced by 950 yuan and 915 yuan per ton respectively.
The prices of gold jewelry from multiple brands have soared. The price per gram of Chow Sang Sang's gold jewelry is 1,266 yuan
On July 3rd, a comparison of domestic gold jewelry prices showed that the prices of pure gold jewelry sold by multiple gold and jewelry brands in the Chinese mainland had increased compared to the previous day. Lao Feng Xiang's quoted price was 1,260 yuan per gram, a 30 - yuan increase from the previous day's 1,230 yuan per gram; Chow Sang Sang's quoted price was 1,266 yuan per gram, a 30 - yuan increase from the previous day's 1,236 yuan per gram; Chow Tai Fook's quoted price was 1,262 yuan per gram, a 29 - yuan increase from the previous day's 1,233 yuan; Lao Miao Gold's quoted price was 1,261 yuan per gram, a 26 - yuan increase from the previous day's 1,235 yuan per gram. (Jiemian News)
Samsung Reportedly Wins Meta's AI Chip Foundry Order Worth Over 10 Trillion Won, Long - and Medium - Term Backlog Orders for 2 - Nanometer Chips Set to Rise
On July 3rd, it was reported that Samsung Electronics is becoming the core production base for self - developed AI chips (ASICs) of major global technology companies, and its long - and medium - term backlog orders are expected to approach 50 trillion won. Meta is promoting the cooperation with Samsung's wafer foundry to design and produce the next - generation ASICs worth over 10 trillion won. Its self - developed AI accelerator "MTIA" has locked in Samsung as a partner and plans to mass - produce hundreds of thousands of units using the cutting - edge 2 - nanometer process. Meanwhile, the US AI giant Anthropic is also evaluating the use of its 2 - nanometer process to develop chips. (Jiemian News)
The National Administration of Financial Regulation Decides to Take Over Zhongbang Bank
Announcement of the National Administration of Financial Regulation and the People's Government of Hubei Province on Taking Over Wuhan Zhongbang Bank Co., Ltd. In view of the serious credit risks that have emerged at Wuhan Zhongbang Bank Co., Ltd. (hereinafter referred to as Zhongbang Bank), to protect the legitimate rights and interests of depositors and other customers, in accordance with the relevant provisions of the Law of the People's Republic of China on Banking Supervision and Administration and the Law of the People's Republic of China on Commercial Banks, the National Administration of Financial Regulation has decided to take over Zhongbang Bank. (CCTV News)
Three Departments: Adjust Preferential Policies for Vehicle and Vessel Tax on Energy - Saving and New - Energy Vehicles
36Kr learned that the Ministry of Finance, the State Taxation Administration, and the Ministry of Industry and Information Technology issued an announcement on adjusting the preferential policies for vehicle and vessel tax on energy - saving and new - energy vehicles. Starting from January 1, 2027, the policy of halving the vehicle and vessel tax on energy - saving vehicles will be abolished, and the policy of exempting pure - electric commercial vehicles, plug - in (including extended - range) hybrid vehicles, and fuel - cell commercial vehicles from vehicle and vessel tax will also be abolished. For taxpayers who newly acquire or have acquired the above - mentioned types of vehicles before the implementation of this announcement, vehicle and vessel tax shall be levied in accordance with the "Vehicle and Vessel Tax Law of the People's Republic of China", its implementing regulations, and other relevant provisions.
The technology sector has undergone a deep adjustment, and institutions suggest focusing on leading companies in niche markets
On July 2nd, the A-share market witnessed a significant adjustment. Analysts believe that this round of adjustment is not a reversal of the fundamental logic, but rather a concentrated release of risk factors such as crowded trading and a fragile chip structure under the extremely differentiated market conditions of the technology sector in the first half of the year. After a substantial rise in the first half of the year, the valuations and expectations of some high - priced stocks have been overdrawn to a relatively large extent, so a short - term correction is somewhat reasonable. However, from a medium - to long - term perspective, the trend of the AI industry has not changed. Institutions generally advise investors to stay calm during the adjustment process, pay attention to leading companies in niche markets with core competitiveness, and at the same time, moderately allocate high - dividend assets to smooth out portfolio fluctuations. (China Securities Journal)
Molly White Mini Program Replaces Logo with Color Version, Previously Ordered to Pay Over 10 Million Yuan to LV
After being ordered to pay 10 million yuan in compensation to LV in the first - instance judgment of a trademark infringement dispute, the news that Molly White changed its logo has attracted attention. On the evening of July 2nd, the original black logo in the member center of the Molly White mini - program was replaced with a color logo, and the related topic also trended on social platforms. On July 3rd, a reporter asked Molly White's customer service about "whether the logo change is related to the lawsuit with LV". A staff member told Jiemian News, "Sorry for the trouble. Our company will file an appeal in accordance with the law. In the future, we will continue to focus on quality and service and live up to your trust." (Jiemian News)
Tencent Games' Summer Campaign for Minors' Protection: Three-Hour Weekly Play Limit
36Kr learned that on July 3rd, Tencent Games launched the "Special Campaign for Minors' Protection in the Summer of 2026", with a three-hour weekly play limit, and upgraded the "AI Dual-Engine Anti-Addiction" mode. Outside the game, the Growth Guardian has a new AI version, which integrates Tencent Hunyuan and DeepSeek dual models. Parents can complete information queries and account management through conversational interaction, improving the convenience of management. Inside the game, the health system has launched an AI cruising function, with a built-in "AI Guardian". Based on players' behaviors, it conducts dynamic risk grading. On top of facial recognition, it adds multi-modal verification such as voiceprint detection and age recognition, achieving full-chain intervention and raising the threshold for account misuse and proxy play.
Banks Shut Down "Leveraged Gold Trading" Channels and Tighten Risk Valves for Personal Precious Metals Business
Since June, many state - owned large banks and joint - stock banks, including Bank of Communications, China Merchants Bank, and Industrial and Commercial Bank of China, have densely "hit the brakes" - announcing that they will stop handling the agency business of individual precious metals trading on the Shanghai Gold Exchange in July. In the view of industry insiders, this is an initiative by banks to actively conduct risk management. By compressing high - risk speculative businesses in advance, banks can prevent customer default risks and reputation risks in extreme market conditions, and at the same time help investors avoid capital losses caused by precious metal price fluctuations. (China Securities Journal Network)
Meta's Plan to Sell Excess Computing Power Triggers Decline in Tech Stocks, Industry Insiders: Computing Power Rental Market Hasn't Cooled Down
The news that tech giant Meta (Facebook) plans to sell its excess computing power has sparked panic about an oversupply of AI computing power, leading to a general decline in global tech stocks. Popular tech stocks in the A-share market, such as those in storage, optical modules, PCB (Printed Circuit Board), and MLCC (Multi-Layer Ceramic Capacitor), have all fallen. Meanwhile, as the leading player in the upstream of the computing power industry chain, NVIDIA has launched a new cooperation model for AI infrastructure. It plans to open up computing resources to the rapidly growing AI ecosystem through a cooperation model of revenue sharing and credit support. Some industry practitioners said that the current computing power rental market has not cooled down, and they have plenty of on-hand orders. (Securities Times)
Alibaba Cloud Launches Qoder Enterprise Edition
36Kr learned that Alibaba Cloud has launched the Qoder Enterprise Edition, which provides enterprises with the QMind, a personal cloud knowledge base, and supports knowledge sharing across products, devices, and personnel. At the same time, it introduces the Credits payment model with resource pooling. Enterprise administrators can dynamically allocate quotas to members as needed.
Huayi Brothers Film Company Has Been Enforced to Pay 14.06 Million Yuan
36Kr learned that Tianyancha App shows that recently, Huayi Brothers Film Co., Ltd. has added three pieces of information as the person subject to enforcement, with the total enforcement amount exceeding 14.06 million yuan. The enforcement courts are all the People's Court of Chaoyang District, Beijing. The company was established in December 2015, with Wang Zhonglei as the legal representative. Its registered capital is 100 million yuan, and its business scope includes the production and distribution of movies and online dramas. It is wholly owned by Huayi Brothers Media Corporation.
Tesla Reportedly Limits AI Spending
Early on July 3rd, Beijing time, The Information reported, citing a Tesla internal memo, that Tesla will limit each employee's AI usage cost to $200 per week (equivalent to approximately 1,359 Chinese yuan at the current exchange rate) starting from July 6th.
Just a few months ago, Tesla had asked employees to use AI more actively. Such a rapid policy shift shows that even if a company bets its future on AI, it's difficult to control the increasing usage costs. Multiple people involved in Tesla's AI deployment said that in the past six months, the management has been integrating the AI tools used by employees, requiring the whole company to adopt approved models and establishing unified security specifications. However, just as the unified plan was taking shape, Tesla quickly started to limit spending. (Sina Tech)
Meta Quietly Launches AI Social App Pocket, Focusing on Interactive Mini - games
Meta has recently quietly launched an artificial intelligence social app named Pocket in some regions. The platform allows users to generate and share interactive mini - games called "gizmos" by inputting simple text prompts. Pocket is defined as a platform for "co - creating, sharing, and exploring gizmos with friends". Each gizmo is an interesting, AI - generated, interactive, and directly playable content. (Sina Finance)
Ashkan Seyedi, a former executive in optical interconnection technology at NVIDIA, joins ams OSRAM as the head of the optical interconnection business
ams OSRAM announced on July 2 (local time) that Ashkan Seyedi, a former executive in optical interconnection technology at NVIDIA, has officially joined the company. He will serve as the vice president and general manager of the optical interconnection business line, responsible for promoting the development of optical interconnection technology for next-generation AI data centers. Seyedi was previously in charge of the R & D of optical interconnection technology at NVIDIA and participated in promoting the development of high-speed optical communication technology for AI clusters and data centers. (Jiemian News)
Three major U.S. egg producers involved in price manipulation agree to pay $3.3 million and donate 53 million eggs to reach a settlement
The U.S. Department of Justice and attorneys general from 17 states reached a settlement agreement with three of the nation's largest egg producers this week to resolve allegations that they colluded to manipulate egg prices between June 2022 and March 2025. The companies involved include Cal-Maine Foods, Versova, and Hickman's Family Farms. The investigation found that the three companies artificially inflated the daily egg price benchmark published by Urner Barry by privately coordinating bidding activities and falsely claiming greater demand when submitting data to the market analysis firm. Urner Barry's pricing index is widely used in egg supply contracts across the United States and directly affects the prices paid by retailers and consumers for eggs. (Sina Finance)
The latest SDK of Apple's iOS 27 Beta operating system includes Apple's intelligent features
36Kr learned that Apple's official WeChat account for developers announced in a post that the iOS 27 Beta operating system is now available for download. The latest SDK brings new features, including platform design optimization, Apple's intelligent features, and a new AI development framework.
The Leather Jacket Worn by Jensen Huang Will Be Auctioned
On July 3rd, Business Insider reported that Sotheby's will start auctioning a black leather jacket worn by Jensen Huang, the CEO of NVIDIA, on July 7th. The final transaction price is expected to be between $40,000 and $60,000 (approximately between 272,000 and 408,000 RMB at the current exchange rate). According to the information provided by the appraisal agency, this leather jacket was made by the luxury brand Tom Ford, and Jensen Huang himself wore it in 2023. Moreover, the jacket also bears Jensen Huang's autograph. (Yicai Global)
South Korea, in collaboration with companies such as Samsung and SK, unveils a 312 - trillion - won investment plan, focusing on the semiconductor and aerospace industries
On July 3, Koo Yoon - cheol, South Korea's Deputy Prime Minister and Minister of Economy and Finance, announced that major companies will be encouraged to invest over 312 trillion won (approximately $204 billion) in the southeastern region (Yeongnam area) to develop advanced manufacturing and AI industries. In the specific plan, the SK Group, Samsung, Hanwha, and Hyundai Motor will inject approximately 140 trillion, 60 trillion, 55 trillion, and 42 trillion won respectively, with a focus on areas such as semiconductors, AI, and aerospace; LG and Doosan will also follow up with investments. In addition, South Korea has also announced a national aerospace strategy centered around Sacheon, aiming to create an aerospace industry belt along the southern coast. (Jiemian News)
EU Plans to Introduce Social Media Ban for Minors
The website "Euractiv" reported on July 2, citing statements from multiple EU officials, that European Commission President Ursula von der Leyen plans to announce a plan to ban minors from using social media across the EU when delivering the annual "State of the Union" address in the European Parliament on September 16. A research and advisory group on the safety of minors online is expected to submit a relevant report on the 13th of this month to provide suggestions for the European Commission. The report said it is unclear at what age the European Commission will set the age threshold for using social media and how this plan will be specifically implemented. (CCTV News)
Going Public
Yingneng Microelectronics Initiates IPO Counseling for Beijing Stock Exchange
36Kr learned that the official website of the China Securities Regulatory Commission shows that Jiangsu Yingneng Microelectronics Co., Ltd. has initiated listing counseling and plans to list on the Beijing Stock Exchange. The counseling institution is Shenwan Hongyuan Securities Underwriting and Sponsoring Co., Ltd.
Cumberland Farms under EG Group Files for U.S. IPO
It is reported that Cumberland Farms under EG Group has applied for a U.S. IPO.
Investment and Financing
“Gestala Technology” Completes RMB 420 Million Angel + Round Financing
36Kr learned that “Gestala Technology” announced the completion of a RMB 420 million angel + round financing. This round of financing was led by China Media Capital, and co - invested by many domestic and international leading investment institutions such as C Capital, Sequoia China, Lens Technology, CECEP Health Fund, Sinovation Ventures, Lingang Science & Technology Innovation Investment, Fudan Furuong Capital, and Guotai Venture Capital. Old shareholders such as Daotong Capital, Yunshi Capital, Qingsong Capital, and Gobi Partners continued to over - subscribe. China Renaissance served as the exclusive financial advisor.
Cool Products
Pre - sale of XPeng MONA L03 Launched
36Kr learned that on the evening of July 2nd, the pre - sale of XPeng MONA L03 was launched, and it will be globally launched in Munich, Germany on July 16th.
xTool O1 UV Printer Officially Launched
36Kr learned that recently, xTool held a European brand launch event in Berlin, Germany, and officially introduced the xTool O1 UV printer to the world. The O1 integrates four printing capabilities, namely UV, DTF, DTG, and UV DTF, into a single device, covering a variety of materials such as wood, metal, acrylic, glass, stone, fabric, and leather. In addition, xTool also launched the Atomm creator platform and uses AI tools such as AImake to help users complete the transformation from ideas to design and from design to production.
Compiled | Wacai