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Headlines · 7
- 36Kr Opens WISE2026 AI and Embodied Intelligence Business Matchmaking
36Kr is recruiting companies with concrete business problems for WISE2026’s “World Coffee·Industry Matchmaking” sessions on November 26–28. The program focuses on AI applications and embodied intelligence, with submitted needs reviewed and matched to technical providers for scheduled one-to-one discussions; participation does not guarantee procurement, pilots, or transactions.
36氪 人工智能 · 🔥 0 - Accelink forecasts 65%–82% profit growth on AI data-center optical module demand
Accelink said it expects first-three-quarter 2026 net profit attributable to shareholders of 1.189 billion to 1.310 billion yuan, up 65.37% to 82.26% year on year. The company attributed the change mainly to a global wave of AI compute capital spending that drove rapid growth in datacom optical module demand, alongside continued data-center investment by domestic cloud service providers, with its product lineup supporting the improvement. These are preliminary forecast ranges and the company's own explanation, pending formal financial results.
36氪快讯 · 🔥 0 - Hong Kong Monetary Authority unveils ART framework for responsible AI in banking
The Hong Kong Monetary Authority announced its "ART" framework on October 15, 2026, to support the responsible use of artificial intelligence in banking. The framework is built around accountability, resilience and trust, aiming to create an AI-enabled banking ecosystem. 36Kr reported the announcement but did not disclose an implementation timeline or detailed requirements.
36氪快讯 · 🔥 0 - Explainer: LLM training-data compliance risks in copyright, personal data and trade secrets
36Kr republished an article by Sui Jingxuan, originally from the WeChat account Zhichanli, that maps large-model training-data risk across three dimensions — third-party copyright, personal information, and patents and trade secrets — and proposes a framework of classifying data by type and controlling it across the full data lifecycle. The piece cites 2025–2026 cases including US authors collectively suing six AI vendors, a Munich court finding OpenAI infringed by training on lyrics without authorization, and the Shanghai Intellectual Property Court concluding China's first AI large-model copyright infringement case. The author argues that China's Article 24 of the Copyright Law uses a closed list of fair-use exceptions that model training does not readily fit, and cites industry views that the practice falls under neither fair use nor an expanded statutory licence, leaving its legal status highly uncertain. Recommended paths include licensing or prioritizing open-source and public-domain data, anonymizing personal information as the first option, and screening data sources for patent and trade-secret content.
36氪 人工智能 · 🔥 0 - China Securities Association report recommends barring analysts from directly relying on unverified AI content
The China Securities Association recently distributed to brokerages its statistical report on securities research report publishing by securities companies in 2025. According to Securities Times, the report said the industry has generally not defined the boundaries for using AI in research report work and has no management requirements for materials analysts obtain from AI. It added that some analysts used unverified, AI-generated erroneous content in public, damaging the professional credibility of the securities research industry. The report recommended establishing internal review mechanisms for AI-generated investment research content, checking AI output for accuracy, logic and compliance, and barring analysts from directly relying on unverified AI-generated data, opinions, market projections and research conclusions to guard against the risk of model hallucinations.
36氪快讯 · 🔥 0 - Ant Group Research Institute: trustworthy agent actions become the core market friction
An essay by Li Zhenhua and Zhang Yun of the Ant Group Research Institute, published by Economic Observer and republished by 36Kr, argues that agents are pushing digitalization from connecting information to organizing action: people set goals, boundaries and key confirmations, while agents gather information, compare options, marshal resources and coordinate communication. The authors say the unit of business shifts from buying goods and services to buying task outcomes, and market structure moves from a stable two-sided marketplace to a dynamic multi-party action network spanning models, data, tools and specialized capabilities. They identify trustworthy agent action as the central market friction and call for ex-ante identity and authorization mechanisms, in-process transaction rules and verification, and ex-post audit and correction, arguing firms will compete less on traffic gateways and more on connections and trust within agent ecosystems.
36氪 人工智能 · 🔥 0 - OpenAI ARR of about $50B falls short of unofficial market expectations
The Financial Times reported on October 8 that OpenAI's annualized revenue run rate was about $50 billion at the end of September, well below a market expectation of $68–70 billion, according to commentaries republished by 36Kr, TMTPost and Cyzone. The author argues that this "market expectation" was not company guidance, since OpenAI is not public, but rather an extrapolation from an August figure of $40 billion multiplied by 1.7. The pieces cite the FT as saying OpenAI's revenue definition is stricter than Anthropic's and excludes sales through third-party clouds such as AWS, and that adding these back could put September ARR near $68 billion. The reports also say OpenAI is seeking a new private funding round at a $1.4 trillion valuation and will not list this year. A separate Huxiu analysis notes Nvidia B200 and H200 rental prices fell sharply from May–June 2026, with some tiers down 30%–70%, while TSMC and ASML posted record third-quarter results.
36氪 人工智能 · 🔥 0
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