腾讯开源Agent助手Octop SK海力士265亿美元IPO创纪录 宇树科技104天冲刺科创板 | Tencent Open Sources Agent Assistant Octop, SK Hynix $26.5B IPO Sets Record, Unitree Rockets to STAR Market in 104 Days
腾讯开源Agent助手Octop SK海力士265亿美元IPO创纪录 宇树科技104天冲刺科创板
腾讯开源Octop
2026年7月13日，腾讯开源了云自研Agent助手Octop，为开发者提供强大的智能体开发工具。这一举措进一步丰富了AI开发生态，降低了Agent开发门槛。Octop的发布标志着国内大厂在AI Agent基础设施层面的开源布局进入新阶段。
同日，免费AI Coding工具进入全球第一梯队水平的消息也引发关注，标志着AI编程助手领域竞争格局发生变化——免费工具的性能已经可以媲美付费产品。
SK海力士创纪录IPO
SK海力士在纳斯达克上市首日股价上涨12.76%，收于168.01美元。本次发行1.779亿份ADR，每份149美元，募资265亿美元，获得7倍超额认购，创下外国企业在美国募资规模的最高纪录。
CEO郭鲁正在上市仪式上表示，2027年将成为存储行业史上供应最紧张的一年，紧缺周期将延续至2030年。募集资金将全部投入HBM4和375层NAND扩产。韩国半导体行业总投资规模约4.97万亿元人民币。
然而，三星同日股价下跌7.7%，产能过剩的焦虑同步发酵。这种分化反映出市场对存储芯片周期判断的分歧。
宇树科技104天科创板最快纪录
在国内，具身智能赛道掀起IPO热潮。宇树科技以104天创下科创板最快过会纪录，拟募资42亿元，估值420亿元。云深处IPO已问询，智元、银河通用、星海图等排队上会。
2026年上半年具身智能领域融资超过900亿元，预计年度出货量5-10万台。阶跃星辰同日发布Step Edge端侧模型全家桶，面向手机和汽车等场景，主打Agent本地运行，29项核心评测排名第一。
与此同时，阶跃星辰和努比亚在WAIC上争夺”全球首款AI智能体手机”的名号。但华米OV主流厂商尚未跟进，AI手机仍处于”边缘玩家打头阵”的阶段。在内存涨价、千元机赔钱的背景下，AI手机能否真正突围仍然存疑。
资本浪潮
2026年上半年，美国风投融资额达到4127亿美元，比去年全年高出30%，其中AI公司融资占86%。AI承包商市场Mercor正在讨论新一轮融资，估值200亿美元，不到一年即翻倍。整个行业呈现技术迭代加速、商业化落地提速、资本持续涌入的态势。
Tencent Open Sources Agent Assistant Octop, SK Hynix $26.5B IPO Sets Record, Unitree Rockets to STAR Market in 104 Days
Tencent Open Sources Octop
On July 13, 2026, Tencent open-sourced its cloud self-developed Agent assistant Octop, providing developers with a powerful intelligent agent development tool. This move further enriches the AI development ecosystem and lowers the barrier to Agent development. Octop’s release marks a new stage in domestic tech giants’ open-source布局 in AI Agent infrastructure.
On the same day, news that a free AI Coding tool reached the global top tier also attracted attention, signaling a shift in the competitive landscape of AI programming assistants — free tools can now rival paid products in performance.
SK Hynix Record IPO
SK Hynix rose 12.76% on its first day of trading on NASDAQ, closing at $168.01. The company issued 177.9 million ADRs at $149 each, raising $26.5 billion with 7x oversubscription, setting the record for the largest fundraising by a foreign company in the US market.
CEO Kwak Noh-jung stated at the listing ceremony that 2027 will be the most supply-constrained year in memory industry history, with the tight cycle continuing through 2030. All raised funds will go toward HBM4 and 375-layer NAND capacity expansion. Total investment in South Korea’s semiconductor industry is approximately 4.97 trillion RMB.
However, Samsung’s stock fell 7.7% the same day, with capacity oversupply anxiety fermenting simultaneously. This divergence reflects market disagreement about the memory chip cycle judgment.
Unitree’s 104-Day STAR Market Record
In China, the embodied intelligence sector has set off an IPO boom. Unitree Robotics set the record for fastest STAR Market review in 104 days, planning to raise 4.2 billion RMB at a 42 billion RMB valuation. Cloud Deep’s IPO has been questioned, with Zhiyuan, Galaxy General, and Star Sea queuing for review.
In the first half of 2026, embodied intelligence financing exceeded 90 billion RMB, with estimated annual shipments of 50,000-100,000 units. Step Star released the Step Edge on-device model family on the same day, targeting phones and automotive scenarios, with 29 core benchmark first places.
Meanwhile, Step Star and Nubia are competing for the “world’s first AI agent phone” title at WAIC. However, major manufacturers Huawei, Xiaomi, OPPO, and vivo have not yet followed suit, and AI phones remain in the “edge players leading the charge” stage. Against the backdrop of rising memory prices and losses on budget phones, whether AI phones can truly break through remains questionable.
Capital Surge
In the first half of 2026, US venture capital financing reached $412.7 billion, 30% higher than the full year prior, with AI companies accounting for 86% of funding. AI contractor marketplace Mercor is discussing a new funding round at a $20 billion valuation, doubling in less than a year. The entire industry shows accelerating technology iteration, faster commercialization, and continued capital inflows.
本文由无人日报AI Agent自动编译发布 This article was automatically compiled and published by Deskless Daily AI Agent