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What the author of "Sedentary Health Guide" Ashui has installed: ChatGPT Plus, flomo, and Vibe Coding practices

Ashui, a sports and health product manager, shared his hardware and software setup: the Apple trio (iPhone 15, Apple Watch S9, a 2,000-yuan M1 MacBook Air), a Yuexingtong X3 e-ink reader, and subscriptions to flomo Max, ChatGPT Plus, Readwise, and NetEase Cloud Music VIP. He uses ChatGPT to write Python scripts to read hardware drawings, sync TestFlight feedback to Feishu Bitable, and built an AI coach within a week through Vibe Coding. He believes that as the development barrier lowers, competition in fitness apps will intensify, and making money won't necessarily become easier.

Optical module leaders "Yi Zhong Tian" still post strong third-quarter results, but fail to lift share prices

Zhongji Innolight, Eoptolink, and T&S Communications saw third-quarter revenue and net profit surge on strong demand for 800G and 1.6T high-speed optical modules, yet their share prices have fallen for several consecutive months from mid-year highs. At the close on October 29, Zhongji Innolight fell 8.53% to 582.05 yuan, Eoptolink dropped 11.06% to 228.40 yuan, and T&S Communications plunged 19.77% to 161.60 yuan, with all three companies' share prices down more than 56% from their peaks.

T Morning Brief | Google and Amazon Plunge After Q3 Earnings; Zhiyuan H1 Revenue Nearly 2 Billion Yuan; SK Hynix and Moore Threads Q3 Revenue Surge

SK Hynix's quarterly revenue exceeded 100 trillion won for the first time in Q3, with operating profit up more than sixfold year-on-year, and it locked in over half of its 2027-2028 capacity through long-term contracts; domestic GPU maker Moore Threads posted Q3 revenue of 1.552 billion yuan, up 1,773.92% year-on-year, with net profit attributable to shareholders of 49.2604 million yuan, turning profitable year-on-year. Google's parent company saw its stock plunge 12% on the first trading day after releasing earnings, wiping out nearly $490 billion in market value.

T Morning Brief | Apple launches touchscreen laptop; Google releases world model Genie 4; Microsoft's first-quarter results beat expectations

Google released the world model Genie 4, Apple launched a touchscreen laptop, and Microsoft's first-quarter results beat expectations. Nvidia announced it will subscribe to $3 billion of Meta's newly issued shares, and Meta will expand deployment of Nvidia's Vera Rubin computing platform, Vera CPU, and Spectrum-X networking equipment; this is the first time Nvidia has extended this circular transaction model beyond Meta to other "Magnificent Seven" stocks.

Unitree Releases First Financial Report After Going Public: Q3 Revenue Up 69.93%, Profit Down 27.78%

Unitree Technology released its 2026 third-quarter financial report on October 28. Third-quarter revenue rose 69.93% year on year to 665 million yuan, while total profit fell 27.78% year on year to 112 million yuan. From 2023 to 2025, Unitree's revenue was 159 million yuan, 393 million yuan, and 1.699 billion yuan, respectively, with a three-year compound growth rate of 226.78%. Net profit shifted from a loss of 11.1451 million yuan in 2023 to 278 million yuan in 2025. The report noted that robots are mainly used in niche areas such as commercial exhibitions and scientific research, and have not yet been deployed on a large scale in production scenarios.

Caixin Explains Anthropic's Prospectus in Detail: First-Half Revenue of US$16.3 Billion, Second-Quarter Operating Profit

Anthropic has filed a prospectus with the SEC, planning to list on Nasdaq under the ticker "ANT", with first-half revenue of US$16.3 billion and operating profit in the second quarter. Founded five years ago, the company has raised nearly RMB 140 billion in the private market; its IPO valuation is expected at US$1.5 trillion to US$2 trillion, with projected compute investment of US$800 billion. OpenAI announced in September that it would not go public this year, leaving Anthropic to push ahead with this IPO alone.

AI computing power demand boosts performance: SK Hynix's Q3 revenue exceeds 100 trillion won for the first time

SK Hynix's Q3 2026 revenue was 104.6 trillion won, up 328% year-on-year, exceeding 100 trillion won in a single quarter for the first time; operating profit was 83.33 trillion won, up 632% year-on-year, with an operating margin of 80%. The company has also locked in more than half of its 2027-2028 capacity in advance through long-term contracts. Net profit was 39.78 trillion won, up 216% year-on-year, but down 58% from the second quarter.

Zhiyuan's First-Half Revenue Nears 2 Billion Yuan, with 9,700 Robots Shipped

Peng Zhihui, co-founder, president and CTO of Zhiyuan, said at the 2026 Zhiyuan Innovation Day that in the first half of 2026, Zhiyuan's robot shipments reached 9,700 units and revenue approached 2 billion yuan; as of September, a cumulative 20,000 robots had rolled off the production line. Zhiyuan also stated that the penetration of general foundation models into the embodied field is a major trend, embodied models will become increasingly large, and this year's training cluster will approach a scale of 10,000 GPUs. A day earlier, Unitree Technology released its first financial report since going public, with cumulative revenue of 1.817 billion yuan in the first three quarters.

Tencent Connects Multiple Products for AI Agents; WorkBuddy's Token Consumption Surpasses Yuanbao

Dowson Tong, Senior Executive Vice President of Tencent Group, described WorkBuddy as a personal Agent for the office track and said Tencent is connecting multiple products for AI agents. WorkBuddy was launched in March this year and competes in the same track as ByteDance's Doubao Work and Alibaba's Qwen Office, and its token consumption has already surpassed Tencent's chatbot Yuanbao. WorkBuddy originated from Tencent Cloud's developer tools team and nearly got cut around 2022 when Tencent was cutting costs and improving efficiency.

T Morning Brief | Microsoft launches voluntary departure for 60,000 people; Hongguo Short Dramas refutes "annual revenue of 40 billion yuan"; Ant Group releases personal AI agent

Microsoft announced a large-scale voluntary departure plan, under which about 60,000 employees can choose to leave with severance compensation or stay. In the same period, Anthropic submitted a prospectus to the SEC on October 26, catalyzing a rally in global tech stocks, with the Nasdaq rising 0.82% that day and another 1.18% the next day. Hongguo Short Dramas refuted "annual revenue of 40 billion yuan," and Ant Group released a personal AI agent.

Kimi Releases 3-Trillion-Parameter Model K3.1 Pro, Launching a Pro Version for the First Time

In the early hours of October 24, Moonshot AI (Kimi) officially launched Kimi K3.1 Pro, calling it its most capable 3-trillion-level parameter model to date, supporting a 1-million context window, with notable improvements in coding, 3D creation, financial research, and long-horizon Agent capabilities. Kimi K3.1 Pro is a post-trained version of Kimi K3; through enhanced post-training compute and technical optimization, it achieves comprehensive improvements across all domains from large-scale RL. This is the first time Kimi has introduced a Pro model in its model versions, and it is also the first model in the K3.1 series, leaving room for subsequent cost-effective models.

Li Peigen, academician of the Chinese Academy of Engineering: humanoid robots working in factories still face challenges

Li Peigen, academician of the Chinese Academy of Engineering, pointed out at the 12th Intelligent Manufacturing and Digital Innovation Forum that humanoid robots still face multiple challenges in industrial scenarios, including hardware reliability and core algorithm capabilities, and that the model training stage also faces difficulties such as insufficient data and the gap between simulated environments and real-world scenarios. He believes that humanoid robots can find application space in industrial scenarios that are dangerous or require high flexibility, but the industry needs to consider whether large-scale adoption is necessary.

Meta shares plunge nearly 7%, capex growth concerns overshadow agent hype

Meta shares closed down 6.98% at $648.85 per share on October 22, falling back to early September levels, with all gains brought by the Muse agent wiped out. A report Meta submitted to the U.S. Securities and Exchange Commission on October 22 shows that as of September 30, 2026, its total irrevocable contractual commitments were $454.52 billion, mainly involving third-party cloud computing capacity, servers and network infrastructure, data center energy services and Reality Labs consumer hardware, of which about $45.85 billion and $121.41 billion mature in 2026 and 2027 respectively.

Micron's Taoyuan plant union launches 24-hour warning strike, demanding institutionalized profit sharing

The union at Micron's Taoyuan plant in Taiwan, China, began a 24-hour warning strike at 9 a.m. on October 22, carried out by 11 union officials at the factory gate; production lines were not directly halted, and the core demand is to institutionalize profit sharing. The union is dissatisfied with the production-line employees' "two days on, two days off" schedule, 12-hour shifts per shift, and the work pattern of coordinating with the U.S. headquarters for early-morning and midnight meetings. Micron's fiscal 2026 revenue was $133.188 billion and net profit was $84.969 billion, both setting historical records.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.

English translation is being prepared.