morning paper

2026-11-11 08:20

🚨Anthropic launches IPO road show, plans to issue at US$70 to US$78 per share

💻Huawei’s small foldable computer MateBook Fold S unveiled, pre-orders open on November 14

🧠Google opens the most powerful AI model Gemini 4 Carbon

🎬JD.com was revealed to be testing a free short drama, and plans to allow viewers to purchase the same style in the drama

🚗Li Bin: NIO ES9 will receive its 40,000th unit delivery

🏢Dong Mingzhu talks about the decline in Gree’s performance: Copper prices rise, Gree will continue to use copper

📈TSMC’s October revenue hit a new monthly high this year, a year-on-year increase of nearly 60%

💾Alibaba plans to spin off Pingtouge, and its chip subsidiary has submitted a statement to the Hong Kong Stock Exchange

🤝The CEO of the Audi-SAIC cooperation project said that AUDI will launch three new cars in the next three years

💰Oura plans to acquire Counsel Health for $625 million to connect doctor services to health data

💡Paramount Tianwu CEO: AI tools may make film studios more daring to bet on new directors

🚗BMW’s new generation iX3 will start delivery this month, and the i3 will be launched at the Guangzhou Auto Show

💾It is revealed that Apple has developed “Harbor”, which can use the unified memory of multiple Macs for local AI inference

🤖The Daxiao robot demonstrated in the hotel from picking up clothes from the guest room to washing, drying and returning them

🪄Xpeng Huitian debuted in Lisbon with its "land aircraft carrier" to demonstrate the detachable aircraft

✨Blender 5.3 is online, allowing you to directly import and render 3D Gaussian splashes

🔓Ant Lingbo’s open source tactile model allows the robot’s “feel” to be reused across hardware

📱OPPO Watch 5-square watch is open for pre-order and will be released on November 16

🧰Boston Dynamics installed skateboard wheels on Atlas, and the actual machine completed a 360-degree jump

🪄MiniMax opens H3-Image weight and can directly generate 4096 × 4096 images

✨Adobe updates Photoshop and Premiere, retouching can be removed along with reflections

🧠Claude launches native forms and whiteboards that teams can edit together in conversations

🤖ChatGPT is open for merchants to claim, and some merchants in the United States can launch customer service intelligence

🎮"GTA VI" is now available for pre-loading and can be played via cloud gaming on the Xbox One release date

🛍️Starting from December, you can also issue electronic invoices when you buy train tickets for others.

🎬The Golden Rooster Film Festival has its first AI unit, and "No One Knows" was recommended by Geek Song

👀The third season of "The Lord of the Rings: The Ring of Power" will premiere on November 11, with Celeborn appearing

🎨Warner is preparing to shoot a new version of "Electronic Love Letter", and the director of "Changing Hearts" will take over

Anthropic launches IPO roadshow, plans to issue shares at $70 to $78 per share

Anthropic announced the launch of its initial public offering road show and plans to list on Nasdaq under the stock code "ANT". The offering price is expected to be between $70 and $78 per share, according to a revised prospectus filed with the Securities and Exchange Commission on Nov. 10.

Based on fully diluted share capital, Anthropic’s highest valuation is approximately US$1.4 trillion; excluding potential shares such as options and restricted stocks, the valuation is approximately US$1 trillion, which is nearly half lower than the US$2 trillion IPO target previously reported in the market.

It is proposed to issue 825 million Class A ordinary shares, of which approximately 801 million shares will be newly issued by Anthropic and approximately 23.65 million shares will be sold by existing shareholders. Proceeds from the sale of old shares go to relevant shareholders. The underwriters also have 30 days to purchase up to approximately 124 million additional shares from Anthropic.

The prospectus also lists a private placement supporting the IPO: Google, Nvidia, AMD, Broadcom, Micron, Microsoft and TSMC subsidiaries will subscribe for a total of US$26 billion in Class N common shares at the same issuance price per share after the IPO is completed and the agreed conditions are met.

Huawei's small foldable computer MateBook Fold S unveiled, pre-orders open on November 14

Huawei has announced the appearance and pre-order time of its Hongmeng foldable screen computer MateBook Fold S. The new phone is available in three colors: Sea of ​​Clouds Blue, Sky White, and Magic Night Black. It is equipped with a screen called "Live Small Square Screen" on the outside of the fuselage.

The warm-up video of Huawei terminal uses an envelope to show the folded volume of the machine. The new phone will be available for pre-order at 10:08 on November 14, and Huawei also invites consumers to experience it in stores.

Google opens the most powerful AI model Gemini 4 Carbon

Google announced that it has officially opened the new generation AI model Gemini 4 Carbon to developers, enterprises, researchers and ordinary users. Previously, the model was released on October 28 and was initially only available to select cybersecurity defenders through the Fairwind program.

In third-party workflow benchmarks, Google said Carbon ranked first in three tests: CursorBench 4.0, Perplexity WANDR, and Zapier AutomationBench, with a per-task cost that was more than 2x lower than the next best performing external model.

Currently, developers and enterprises can use Carbon through Google AI Studio’s Gemini API (paid plan) and Gemini for Business. Ordinary users need to subscribe to Google AI Ultra to experience the AI ​​Mode in Gemini App and Google Search.

Google Antigravity also opens model access to Google AI Ultra users.

In terms of price, Carbon currently adopts the same initial launch price as Argon, which is US$2 per million input tokens and US$10 per million output tokens. The offer ends on November 30, after which the prices will adjust to $4 and $20 respectively.

JD.com is revealed to be testing a free short drama internally, and plans to let viewers purchase the same style in the drama

According to "Dujia" reports, JD.com is internally testing a free short drama product called "JD Drama Chasing Welfare Club". According to the product introduction, viewers can receive benefits and discounts when watching the drama, and can also purchase the same style in the drama shipped by JD.com. In the closed beta version of "Reading Good", we experienced the functions of binge-watching and rewatching dramas, but there was no shopping entrance at that time.

The internal beta page recommends short dramas based on urban, suspense and other themes. Viewers can swipe up and down to switch, or enter the drama page through "Watch Full Episodes". The product also provides collection, viewing history and double-speed playback, making it easy to continue watching previously watched short dramas.

Li Bin: NIO ES9 will receive its 40,000th unit delivery

NIO founder and CEO Li Bin announced the latest sales progress of two flagship SUVs on November 10. According to ifeng.com Technology, according to the caliber disclosed by Li Bin, ES9 ranked first in the sales volume of the 500,000-class pure electric vehicle market for the fifth consecutive month in October this year, and is about to usher in the delivery of its 40,000th vehicle. The new ES8 also continued to lead the 400,000-class car market in the same month.

NIO’s previous announcement showed that the ES9 will start delivery on May 28, and the 30,000th unit will be delivered on September 23. NIO Group delivered a total of 34,246 new vehicles in October, of which 18,125 were delivered under the NIO brand.

Dong Mingzhu talks about the decline in Gree's performance: Copper prices rise, Gree will continue to use copper

Dong Mingzhu, chairman of Gree Electric Appliances, talked about the decline in performance in Tmall’s “Life Proposal Bureau” on November 4. According to a conversation compiled by China State Grid Corporation of China, Dong Mingzhu listed rising copper prices as one of the reasons. She said Gree would continue to use copper and said the long-term reliability of air conditioners would be taken into consideration when selecting materials.

Gree's third quarterly report explained the decline in performance in the quarter as a year-on-year decline in consumer appliances business. Dong Mingzhu also mentioned in the same conversation that Gree plans to display a new home appliance product that emphasizes appearance and patented design before the end of the year, and talked about the idea of ​​limited launch.

TSMC’s October revenue hit a new monthly high this year, a year-on-year increase of nearly 60%

TSMC reported consolidated net revenue of NT$586.89 billion in October, a year-on-year increase of 59.7%. The year-on-year increase in September was 54.6%, and revenue in October also exceeded the previous single-month high of this year set in August.

In the first 10 months of this year, TSMC’s consolidated net revenue totaled NT$4.485617 trillion, a year-on-year increase of 43.3%.

Alibaba plans to spin off Pingtouge, and its chip subsidiary has submitted a statement to the Hong Kong Stock Exchange

Alibaba announced on November 10 that it plans to spin off its wholly-owned chip subsidiary Pingtou Ge and allow it to be independently listed on the main board of the Hong Kong Stock Exchange. The Hong Kong Stock Exchange has confirmed that Alibaba can proceed with the spin-off, and Pingtou Ge submitted a listing application in a confidential manner on September 11.

The plan outlined in the announcement is a global offering of H shares, including a public offering in Hong Kong, and a placement to institutional and professional investors. Pingtou Ge provides chip and system-level computing solutions for data centers. Alibaba said that independent listing will help Pingtou Ge directly enter the equity and debt markets. The spin-off still requires approval from the Hong Kong Stock Exchange’s Listing Committee and completion of China Securities Regulatory Commission filings.

The CEO of the Audi-SAIC cooperation project said that AUDI will launch three new cars in the next three years

Schruize, CEO of the strategic cooperation project between Audi and SAIC, told China Business News that the AUDI letter brand will launch three new cars in the next three years, and the plan has entered the execution stage. When talking about whether to export to Europe, he said that relevant models are developed for Chinese consumers, and the core task in the next few years will still be the Chinese market.

According to Audi's previously announced plans, the Audi Innovation Technology Center in Shanghai is responsible for the development from vehicle concept to mass production delivery. Audi and SAIC will jointly develop four new cars based on the second-generation intelligent digital platform, with the first planned to be launched in 2028. AUDI's current products include the E5 Sportback and E7X.

Oura plans to acquire Counsel Health for $625 million to connect doctor services to health data

Smart ring maker Oura announced it has signed a definitive agreement to acquire Counsel Health for a cash consideration of $625 million, with purchase price adjustment clauses, and the transaction is expected to be completed before the end of this year.

Counsel combines medical AI with its own team of doctors. Users can consult AI in the Oura App based on the physiological data recorded by the ring, and transfer to a doctor if necessary to obtain diagnosis, prescription or referral services. The two parties plan to continue to expand prevention, acute disease and specialty and chronic disease management; Counsel will also continue to serve corporate partners outside of Oura.

Oura also disclosed preliminary, unaudited results: revenue for the fourth fiscal quarter ended September 30 was US$533 million, a year-on-year increase of 153%; fiscal 2026 revenue was approximately US$1.75 billion, a year-on-year increase of 92%. Fiscal fourth quarter adjusted EBITDA was $87 million, with margins of 16%. The company says it has more than 6 million current members.

💡 Paramount Sky Dance CEO: AI tools may make film studios more daring to bet on new directors

During Paramount Skydance’s latest earnings call, CEO David Ellison said that AI tools can help reduce film production costs and make studios more willing to take risks for new directors and original stories.

Ellison pointed to James Cameron's early "Terminator" as an example. He believes that today's production cost would be much higher than it was back then by reshooting the same shots one by one. Faced with an original film directed by a newcomer and not yet supported by a big star, it is difficult for film producers to bet on such a budget. If AI tools can bring the budget down to a more acceptable level, similar projects may be easier to get off the ground.

He also compared AI to computer effects and digital compositing in the early 1990s. Jurassic Park and Terminator 2 are two examples he uses to illustrate how production tools can broaden film narratives. On the same call, Ellison defined the role of AI as a tool for creators.

The same Q&A also touched on how AI will change the way audiences find content. Ellison attributes the uses of streaming media to personalized recommendations, content discovery and user retention. He also believes that even if production tools become more and more popular, stories and mature series of IPs that are polished by creators will still have value.

BMW's new generation iX3 will start delivery this month, and the i3 will be launched at the Guangzhou Auto Show

BMW announced the launch arrangements for two new-generation pure electric models in China. The new-generation BMW iX3 will be officially launched on November 25. Customers who have pre-ordered can convert it to a large order, and the vehicles will be delivered gradually. The new generation BMW i3 is scheduled to be launched at the Guangzhou Auto Show on November 27 and orders will begin.

The new-generation i3 is the first sedan on BMW's new-generation platform. It adopts a nationwide unified price and can be ordered directly after it is launched. It is scheduled to be delivered in the first quarter of 2027. The new car is equipped with the sixth-generation BMW eDrive electric drive, panoramic iDrive, and driver assistance systems jointly developed by BMW and Momenta.

BMW will also show the Chinese public for the first time at the auto show the dual-texture custom paint of the BMW 7 Series, which combines high-gloss and matte surfaces on the same body. The new generation MINI COUNTRYMAN will also make its China debut at the event.

Apple's development of "Harbor" is revealed, which can use the unified memory of multiple Macs for local AI inference

Developer Aaron Perris discovered that Apple is developing a Mac app called Harbor, currently in private preview under the Claris brand, with the goal of letting users run open weight models directly on Apple silicon Macs.

According to the introduction released by Perris, Harbor can browse, download and load models within the application; after two or more Macs that support Thunderbolt 5 are connected, the application can automatically identify the devices and form a cluster, pooling unified memory into inference resources for running models that exceed the capacity of a single machine, or carrying more concurrent requests.

This introduction emphasizes local processing: data remains on the user's own hardware, and model management and cluster setup are done by the application. 9to5Mac said that this application is positioned to lower the threshold for building private AI inference servers.

Daxiao robot demonstrated in the hotel from picking up clothes from the guest room to washing, drying and returning them

Daxiao Robot demonstrated a set of robot workflows in the hotel laundry scene. The robot goes to the guest room to pick up clothes, walks through the corridor into the laundry area, operates the washing machine and dryer, and finally puts the clothes in baskets and returns them to the guest room.

The team first reconstructed the training environment using multi-perspective photos of guest rooms, corridors, elevators and laundry rooms, and incorporated clothing, clothes baskets and equipment into three-dimensional scenes that could simulate contact and collision. When it arrives at the scene, the universal model is responsible for exploring task methods, and the verified actions are made into reusable skills, which are then called by the robot according to orders.

Dryer pickup is one of the individual tests. The team conducted 165 rounds of real-machine experiments for about 57 hours, adjusting the grabbing angle and lifting height based on video and measurement data. Daxiao said that in the jeans removal test, the proportion of clothing left in the tube dropped from an average of 48% to 32%.

Xiaopeng Huitian debuted in Lisbon with its "land aircraft carrier" to demonstrate the detachable aircraft

Zhao Deli, founder of Xpeng Huitian, demonstrated the split flying car "Land Aircraft Carrier" at the opening session of Web Summit in Lisbon. This product consists of a six-wheeled land vehicle and a stowable aircraft. The aircraft can be used separately from the ground vehicle and is designed for personal low-altitude flight.

According to Phoenix Technology, Zhao Deli predicts that the flying car industry will enter a period of rapid development in the next ten years, and application scenarios will expand from personal flight experience to intercity transportation. Xpeng Huitian is also planning the A868 for multi-person and inter-city travel, using a full-tilt hybrid solution and developed in a six-seater layout.

Blender 5.3 is online, allowing you to directly import and render 3D Gaussian splashes

The official installation package of the open source 3D creation software Blender 5.3 has been launched. The new version adds preliminary support for 3D Gaussian splatter, which allows you to process 3D scenes reconstructed from photos in Blender and use them with other scene objects.

The new version can import PLY and SPZ files, and can also load Gaussian splash from the USD scene. When you import a PLY file, Blender determines whether it is a Gaussian splatter based on the geometry data and properties. The imported data is carried as a point cloud, which can be adjusted with geometry nodes and rendered in Workbench, EEVEE and Cycles.

Ant Lingbo’s open source tactile model allows the robot’s “feel” to be reused across hardware

Ant Lingbo has open sourced the basic tactile model LingBot-Touch for dexterous robot operation, and simultaneously released model weights, code and technical reports. The model covers three types of sensors: piezoresistive, magnetic tactile and visual tactile, and converts contact signals collected by different hardware into a unified tactile representation for use by the robot control model.

The team used 4983 hours of tactile recording for pre-training, with about 1.33 billion frames of data. On 26 real tasks of the two dexterous hands, the team compared the performance of the original control model, adding original tactile signals and connecting LingBot-Touch features, with each task tested 20 times. The project page shows a real-life demonstration of the robot using a key to open a lock, press and squeeze toothpaste, and press and seal the sealed bag along the seal.

OPPO Watch 5-square watch is open for pre-order and will be released on November 16

OPPO Watch 5 has opened pre-orders on the official store and will be released at 19:00 on November 16. OPPO calls it a "thin and light square watch". The new product has a square dial with rounded corners and a knob on the right side.

The official store lists five colors: Qiyu Purple, Moonlight White, Star Black, Wizard Green and Wish Orange. Watch 5 will be released at the same time as the Reno17 series mobile phones and Pad Air6 tablets.

Boston Dynamics equips Atlas with skateboard wheels and the actual machine completes a 360-degree jump

Boston Dynamics has unveiled a wheeled experiment with its humanoid robot Atlas. Engineers used custom adapters to attach off-the-shelf skateboard wheels to the Atlas’ original ankle actuators. After being equipped with wheels, the robot must continue to operate with a load when starting, turning and braking. This allows the team to test the cooperation between the motor and the whole body control strategy.

The 360-degree jump in the video comes from a piece of real-life motion capture. The control strategy learned to track this movement in simulation, and the jump was completed on the first real machine. When practicing side shifts, the strategy also involves rolling the wheel over a section of the movement that would otherwise require sliding on the soles of the feet. Boston Dynamics said the results from the experiment have begun to be used in the standard configuration of Atlas.

MiniMax opens H3-Image weights and can directly generate 4096 × 4096 images

MiniMax released the image model H3-Image on November 10 and opened the weights in Hugging Face. The model supports generating images based on text, and can also use one or more reference images for editing. MiniMax says that under its published test conditions, the model can generate a 4096 × 4096 pixel image in about 10 seconds.

MiniMax also provides local deployment documentation, listing reasoning frameworks such as SGLang, vLLM, Diffusers and ComfyUI. The official model card shows local generation versus API results, including an editing example that removes the character's headphones and adjusts the motion as per the reference image.

Adobe updates Photoshop and Premiere so photos can be retouched along with reflections

Adobe announces Creative Cloud updates at its MAX conference on November 10. Photoshop's removal tools identify footprints, reflections, and shadows associated with a subject and process them when removing the subject. The new Relight can add light to the screen and adjust the position, color and brightness of the light source.

Premiere's timeline has new options for generating video, sound effects, and soundtracks, allowing editors to fill in missing material during the editing process. The new Color Mode is officially open, and the generative removal tool is available in beta. Users can use masks to track through objects and let the software complete the scene.

Claude launches native forms and whiteboards that teams can edit together in conversations

Anthropic released the beta version of Claude Whiteboards and Claude Sheets, and officially changed the name of the previous Claude Dashboards to Claude Data and turned it into a formal service. The three tools cover all paid packages and support web, desktop and mobile terminals.

Whiteboards can organize verbal discussions into a timeline with responsible persons and dates, and can also categorize team notes by topic and generate action items. Users can select parts of the whiteboard to ask Claude questions, and then convert the content into documents, slides, or go to collaboration tools such as Miro and Lucid to continue editing.

Sheets supports generating tables with multiple worksheets, formulas, formats and drop-down menus, and marks each modification so that team members can edit it together. Basic table functionality is currently provided, and .xlsx or CSV can be exported when full Excel functionality is required. Claude Data adds authentication query, real-time sharing, caching and version rollback, and requires access to a data warehouse or CRM to use it.

The Team package turns on three tools by default; the Enterprise package turns off whiteboards and forms by default. Claude Data will be turned on by default on November 19, and administrators can adjust it.

ChatGPT is open for merchants to claim, and some merchants in the United States can launch customer service agents

OpenAI launches the beta version of Businesses in ChatGPT, allowing merchants to claim and verify corporate identity through Business Hub, and update merchant profiles, product prices, and inventory information. Eligible businesses in areas where ChatGPT has been opened can apply, and Shopify merchants can also connect their stores from Business Hub or Shopify backend to simplify verification.

The merchant backend provides summary data such as the number of mentions, the number of website clicks, and the topics users discovered the merchant. OpenAI stated that these statistics need to meet a certain conversation or interaction threshold and do not share users’ ChatGPT conversations or Business Agent chat content with merchants.

After claiming it, qualified U.S. e-commerce and online service companies can create, test and launch Business Agent. When a merchant appears in ChatGPT answers, users can enter its profile page and choose to continue asking about products and services with the merchant agent. The session is clearly identified and separate from the original ChatGPT conversation. Merchants can also set the agent as the jump entrance for ChatGPT ads, and the sponsored display will be marked separately.

"GTA VI" is now available for pre-loading and can be played via cloud gaming on the Xbox One release date

Rockstar announced the pre-loading of "GTA VI" on November 10 and announced the operating goals for the console version. The game targets 30 frames per second on PS5, PS5 Pro and Xbox Series X|S, with PS5 Pro additionally supporting PSSR super-resolution and ray-traced shadows.

The game will be released on November 19th. At that time, both Xbox One and Xbox Series X|S will be able to play through Xbox Cloud Gaming, and the cloud will adopt the graphics quality settings of Xbox Series S. The game also supports remote play capabilities for PlayStation and Xbox.

Starting from December, you can also issue electronic invoices when you buy train tickets for others.

The State Administration of Taxation and China Railway Group announced a new method for handling railway electronic invoices. Starting from December 1, people who buy, refund or change tickets for others through Railway 12306 can directly issue electronic invoices to passengers at Railway 12306 after the trip is completed or after paying the refund or change fee.

After purchasing tickets offline, the ticket purchaser can go to the ticket window to apply for a "scan-code invoice" on the spot with the valid ID of himself or the passenger. When applying for a refund or change of ticket, the valid ID used by the passenger when purchasing the ticket must be presented on the spot. Passengers themselves can also apply for invoices at the window or self-service ticket vending machines with their valid ID documents.

The electronic invoice will also have a new white background style, and the face information is consistent with the original blue background version, which can be selected as needed.

金鸡电影节首设 AI 单元，《无人知晓》获极客松首位推荐

首届金鸡电影 AI 单元在厦门公布两份荣誉推荐名单。征片计划的「年度 AI 作品」推荐荣誉由《合龙》获得，《无人知晓》获现场限时创作环节「AI 极客松」首位推荐。

征片计划分为 AI 原生叙事、实拍与 AI 融合、AI 动画三个方向，共有 20 部作品入围。极客松则从 287 支报名队伍中选出 20 支，在厦门用 72 小时完成命题创作。获杰出剧本推荐的「尾号等风」团队成员黄敏萱提到，AI 能较快将手绘分镜转成动态影像，构思故事和判断画面效果仍由创作者完成。

《指环王：力量之戒》第三季 11 月 11 日开播，凯勒鹏登场

《指环王：力量之戒》第三季定于 11 月 11 日在 Prime Video 开播，首日上线四集。曾在《怪奇物语》中出演维克那的杰米·坎贝尔·鲍尔加入剧组，饰演凯兰崔尔失散已久的丈夫凯勒鹏。

新一季来到埃瑞吉安陷落五年之后，索伦正在魔多打造至尊魔戒，精灵、矮人和人类仍在各自抵抗他的军队。第五、六集将在 11 月 18 日上线，最后两集定于 11 月 25 日播出。

华纳筹拍新版《电子情书》，《回心转意》导演接手

据 Variety 确认，华纳兄弟正在重启 1998 年爱情喜剧《电子情书》，由《回心转意》导演 Jason Orley 执导。他正基于 Deborah Kaplan 和 Harry Elfont 的早期版本改写剧本，Neal Moritz 与 Tania Landau 将通过 Original Film 担任制片人。

原版由诺拉·艾芙蓉执导，汤姆·汉克斯与梅格·瑞恩主演：一家大型连锁书店的经营者与独立儿童书店女店主，在现实中是生意对手，却在不知对方身份的网络交流中相恋。

《电子情书》的故事源于米克洛什·拉斯洛 1937 年的舞台剧，此前也曾被改编为 1940 年电影《街角的商店》。Orley 曾执导《青春期》，并刚完成布丽·拉尔森、杰克·奎德等主演的新片《Close Personal Friends》的后期制作。

郑廷旭

硬件编辑

Could be better.

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