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AirPods Max 2 体验:降噪更强声音更饱满,稳定更新的小升级

没想到,苹果就这样无声无息地推出了 AirPods Max 2,定价还是 3999 元。

将芯片从 H1 升级到 H2,蓝牙版本、降噪性能提升的同时也加入了自适应音频功能。机身搭载了苹果设计的大动圈单元,配合 H2 芯片在音质上也起了一些变化。

对比之前只是替换成 USB-C 接口的小小「升级」款,AirPods Max 2 算是在一些细微的地方和功能表现上做了一点实际的小调整。

降噪,最大更新点

配置上最大的升级,还是要从换芯说起。

AirPods Max 2 双侧都搭载了 H2 芯片,自身支持的蓝牙版本从上一代的 5.0 升级到 5.3。

连接稳定性表现和之前差别不大,AirPods Max 2 现在连接 MacBook 和 iOS 设备用非官方应用看视频和游戏基本上不会感受到明显延迟,日常使用的无线表现还挺稳定的。

降噪表现也很强,AirPods Max 2 能够压住办公场景、咖啡厅中的常规噪声,像是空调的风噪声、键盘敲击声以及咖啡厅中的背景音乐,戴上耳机之后都基本听不到了。

像我这种工作时会在笔记本下方垫上一个 6 风扇的散热器矩阵的用户,戴上 AirPods Max 2 之后基本听不到风扇的声音。就算是把风扇开到最大然后贴近听,也只是有一点风细微流动的感觉。

而且,AirPods Max 2 降噪切换的响应速度很快。它检测到用户带上就会马上开启,开启会有一个短暂的变化过程,让你感受到降噪开启的过程,不会有「啪」一下瞬间变安静的突兀感。

降噪开启时,耳机内的感觉都很干净和安静,没有很明显的底噪出现,这对于提升声音的听感也有帮助。

除了降噪性能有 1.5 倍提升,AirPods Max 2 比上一代还增加了自适应降噪音频的功能。它能让耳机主动调节降噪级别,根据不同的环境改编降噪力道,从而保证佩戴舒适度。调节也很无感,人戴着走过场也不会有明显感知,增加使用舒适度。

用户可以通过左侧耳机上的按键,自主切换到通透模式。

不得不说,苹果的通透模式还是目前做得最好的一款。通透模式下的声音很自然,风声很顺畅绵滑,键盘敲字的声音很真实,人的讲话声不会有明显的「麦克风录制感」,开启之后跟摘掉耳机的感觉差不太多。

日常在咖啡店使用,只需要简短和别人交流,用这个模式就行。

声音,更甜更饱满

声音方面,AirPods Max 2 搭载苹果设计的动圈单元。和上一代 AirPods Max 相比,二代改用了 H2 芯片,并在耳机上加入了定制的高动态放大器。

机身内置自适应均衡功能,这项功能已针对 H2 芯片进行重新调校。用户佩戴之后,耳机可以根据耳机的佩戴情况(耳垫的贴合度、佩戴形态等要素)对声音输出进行调整,从而输出适配适合当前佩戴状态的声音效果。

连接方式的部分,AirPods Max 2 同样支持 USB-C 连接和蓝牙连接。

手机和 MacBook 以 USB-C 有线连接的时候,耳机会启动成支持无损音频的有线连接模式,在 iOS 和 macOS 的声音菜单会明确标注出来给用户选择。

蓝牙的部分,目前还是只有不支持无损的 AAC。AirPods Max 2 要听到无损,还是只能用 USB-C 有线连接。

听感部分,苹果这次加的高动态放大器可配合定制单元提供更多动态,在声音的低频、人声以及声场表现方面会有所提升。

声音整体比上一代听着更加厚实饱满,鼓点的质感和敲击时力道更强,层次感也比上一代突出。加上,这次苹果调声时提高了整体的清晰度,声效处理更突出,声音的边缘也比之前锐利,提升锐度的同时增加声效的饱满度,会让声音听起来更加扎实丰富,不至于因为提升锐度、清晰度而产生干涩感。

除了声音厚度和质感提升,AirPods Max 2 的声音延展比上一代舒服和顺畅。

特别是在用 USB 播放无损音频的时候,信息量增加、声音精度提升时,AirPods Max 2 的声效边缘更加顺畅,没有明显的棱角,听起来更舒服。乐器的发声过程更加完整,乐器的余韵慢慢消失,这个过程更加真实,听起来数码感也降低不少。

声音精度提升的同时,高频听着也不那么刺激和干涩,声音也能多出一些甜味衍生的高级感。

不过,在 AAC 蓝牙编码的限制下,无线会比有线听着稍稍毛糙一点。如果实在家中或工作桌前面想收音乐,那用有线还是会对音质提升有帮助。

稳定的基本盘

从包装到外观设计,AirPods Max 2 延续了系列的整体风格。

上下层天地盖纯白包装展开之后就是装在智能耳机套里面的 AirPods Max 2,耳机没有折叠结构,头梁加上耳机套刚好能够固定在包装内圈中,可以像手提袋一样提起来。

耳机下侧,附带了一条 USB-C to C 的数据线,可以连接 AirPods Max 2 进行充电和音频传输,剩下的还有一些纸质文件。

AirPods Max 2 的配色和上一代一致,苹果还是提供了午夜色、星光色、蓝色、紫色还有橙色这五个选项。机身外观也没有变化,在还没推出新一代专属的特别配色时,你似乎很难分从外观上分清两代的差异。

机身整体也没有太大的变化,AirPods Max 2 用的还是那个整体覆盖着亲肤材质的网状设计头梁,整体重量是 386.2g,放在旗舰定位的头戴式耳机里面还算是比较重的一款。

基于出色的人体工学设计,头梁和偏松软的网状耳罩能够缓解绝大部分的佩戴压力,AirPods Max 2 在保证稳定的同时,佩戴时没有明显的压力生成点,戴着耳机的头活动起来也挺轻松的,和两百多克的索尼 WH-1000X 系列比起来差别不大。

不过,为了保证佩戴的稳定性,AirPods Max 2 的头梁还是会调得有点紧,部分头围较大的用户佩戴时还是会觉得有些夹头。

我个人的话觉得还好,戴着眼镜使用时,松软的耳罩也可以缓解掉压力,佩戴还算舒服。

有一点要提到的是,AirPods Max 2 耳机上的滑槽要比上一代顺滑舒服。以前想带上头再调整会有些吃力,新版就要舒服很多了。

机身设计一致,续航的差别也不大。根据官方数据,AirPods Max 2 和上一代一样都是在开启降噪下能持续播放 20 小时。

新旧款,怎么选

新推出的 AirPods Max 2,定价还是 3999 元,和上一代一样。

降噪更强,声音更加饱满更有味道,听感在保持苹果原有的理智和平衡时多了一些适应大众口味的味道,让这杯「白开水」变成了有一点原生味道的「矿泉水」,更好入口也在味道上多了一些记忆点。

加上苹果设备的原生态全功能支持,还有优秀的佩戴感和时尚属性,它还是目前最适合 iOS、macOS 设备的旗舰级头戴式无线耳机。

如果你不纠结没有蓝牙无损编码,又或者是没有打算在增加手机 USB-C 接口的负担,那现在直接买这款 AirPods Max 2 也没有问题。

这个定论,对于拥有 Lightning 接口版 AirPods Max 的用户一样。

但如果你已经拥有 USB-C 口的一代 AirPods Max,目前对手上耳机的续航、降噪和声音表现都很满意,那现在也不急着升级,等苹果来更大幅度的升级,又或者是真正推出无损编码的时候再考虑也不晚。

「买吧,不贵。」

#欢迎关注爱范儿官方微信公众号:爱范儿(微信号:ifanr),更多精彩内容第一时间为您奉上。

Unitree's IPO

In 2017, Hangzhou-based robotics firm Unitree 宇树科技 launched its first quadruped, Laikago. Laika was the name of the Soviet space dog onboard Sputnik 2, and the American English pronunciation of “go” is similar to that of the Chinese word for dogs, 狗 gǒu. Unitree’s battery-powered tribute to Laika wasn’t fuzzy, but walked on four feet and navigated through basic obstacles.

Unitree founder Wang Xingxing 王兴兴 has long held faith in the potential of robotic canines. Since 2020, when Unitree started gaining media attention, he has insisted in multiple interviews that humans are drawn to four-legged creatures and will have a natural fondness for their artificial counterparts.

Wang Xingxing with a Laikago in 2017. (Source: Bilibili)

Fast forward to 2026, and Unitree has just filed for a $610-million IPO on the Shanghai Stock Exchange. The company is a household name in China after its humanoid robots performed dances at the CCTV Spring Festival Gala for two consecutive years and counting. Through their IPO disclosures (investor prospectus and response letter to the Shanghai Stock Exchange’s inquiries), we get some answers to important questions about the development of embodied AI.

  • How is Unitree profitable?

  • Where is diffusion happening inside China, aside from dancing on TV?

  • Are Chinese robotics companies content to lead in hardware and applications, or do they also see themselves as pursuing some kind of generalized “frontier”?

  • And finally, what does this all mean for US-China dynamics in robotics?

What’s the money maker?

One of the most notable things about Unitree is the fact that it actually makes money. Unprofitability is a near-universal challenge because AI robotics, despite massive advances in the past few years, is still an early-stage technology. Mass adoption has not yet arrived; pathways out of bottlenecks like data are uncertain; and important safety standards have not caught up. Even shipping products consistently can be a challenge for some companies in the space, let alone manufacturing at scale and booking reliable customers.

This context is why observers have found Unitree’s ability to turn a profit remarkable. Not only has the company’s net profit been positive since 2024, but from 2024 to 2025, its net profit grew by 204.29%. A look at its growth, broken down by product category, reveals the most significant source of this revenue explosion: humanoids.

It’s perhaps ironic that, despite the company’s longstanding work in quadrupeds, it is humanoids that have catapulted its business model to success. By meeting genuine demand in academia — and staging an especially strong marketing campaign in front of the Chinese public — Unitree has transformed itself into a humanoid frontrunner. Some analyses trace their potent commercialization drive back to Unitree’s origins. Wang Xingxing’s cofounder Chen Li 陈立, who was Wang’s classmate throughout both their undergraduate and Master’s programs, worked in international sales for the Hangzhou-based, partly state-owned surveillance tech giant Hikvision (海康威视) before joining Unitree. Hikvision has been extremely successful at expanding internationally (including in the US before it was added to the Entity List over its involvement in human rights abuses against ethnic and religious minorities in China). Investors have told Chinese media that Chen’s experience is an important asset for Unitree’s global commercialization, driving sales to governments and businesses in particular.

Unitree has earned name recognition in the West, but it is far from the only Chinese robotics company meaningfully shaping the future of embodied AI. In fact, it is part of an increasingly competitive market for AI-powered robots. Among listed peers, UBTECH and Dobot are major competitors named in Unitree’s prospectus. A fellow member of the “Hangzhou Six Dragons,” DEEP Robotics, is betting big on scenario-adapted applications, while AgiBot, by some estimates, shipped even more humanoid units last year than Unitree did.

In their response to the Shanghai Stock Exchange’s inquiry letter, Unitree emphasized in-house development of hardware parts as its key strategy for cutting costs. Unitree designs, builds, and assembles most components (other than commodity components like battery cells, flash storage, and the core computing board) in-house. It does offer outsourced alternatives for add-ons like LiDAR, cameras, and dextrous hands, but has also developed in-house options for all of these.

Where are the robots?

Unitree’s most reliable customers are universities, research institutions, and other companies conducting research into robotics. Its hold on academic customers worldwide is so firm that it’s caused alarm among DC policymakers. In May 2025, the China Select Committee called for Unitree to be designated as a “Chinese military company” and to be added to the Entity List.

The data Unitree disclosed about its revenue sources, however, paints a more complex picture. For quadrupeds, the research and education sector has been the company’s most reliable source of revenue since at least 2022 (IPOs generally do not require companies to disclose audited financial statements from more than three years ago). But starting in 2024, revenue from both commercial and industry customers more than doubled. Consumer sales revenue nearly quadrupled year-on-year in only the first nine months of 2025.

A similar, if more compact, story emerges for humanoids as well. Demand still largely comes from researchers and educational institutions, but commercial and industrial demand has grown from a near-zero starting point on a seemingly exponential trajectory since 2024. Consumers are especially excited about humanoids due to Unitree’s successful marketing of the concept. Industrial applications of humanoids are more limited compared to those of quadrupeds, but are also appearing.

What, exactly, are people doing with these robots? “Research & Education” encompasses sales to researchers, who use Unitree hardware and platforms to conduct their own experiments. The “Commercial & Consumer Use” and “Industry Applications” categories roughly map onto B2C and B2B sales, respectively. According to Unitree, non-academic consumers who buy their robots mostly do so “for show”: they’re deploying these robots as attractive promoters in retail settings, at tourist sites, and in performances and exhibitions. Some use them as novelty companions.

Applications in industry are more interesting. Quadrupeds are deployed as “smart inspectors” in power grids, subway tunnels, and gas pipelines. They can also assist in harsh settings like emergency response and outdoor surveys, and complete manufacturing and logistical tasks. E-commerce firm JD.com is Unitree’s biggest corporate customer. Humanoids, according to Unitree, are being used for inspections and manufacturing as well, though in a more limited capacity because the technology is less mature. Unitree expects consumer demand for humanoids to grow in the medium term, but we will have to wait a while longer for genuinely useful humanoids on the factory floor.

Is Unitree… AGI-Pilled?

Received wisdom in robotics has it that the US leads in software-related research, while China’s strength is in hardware. The implication is that the US is likely to reach “generalized” machine intelligence in the physical world faster than China, but — in the meantime — Chinese companies could get to practical applications faster through quick iterations inside an unparalleled manufacturing ecosystem.

Unitree’s business model is often quoted as direct evidence of this dynamic, and it is indeed true that hardware is the crux of Unitree’s success. But does that mean Unitree, and the Chinese robotics industry writ large, has less interest in generalizability or the intelligence frontier? The IPO disclosures indicate otherwise.

Unitree called on incoming investors to “realize humanity’s ultimate dream — AGI” 实现人类最终极的梦想—AGI with them. Their lawyer-drafted definition of AGI is “a form of intelligence that possesses general cognitive capabilities comparable to those of humans, capable of understanding, learning, and executing intellectual tasks across any domain, and autonomously reasoning, planning, making decisions, and continuously learning in unknown environments.”

The financial reality tells us that most of Unitree’s R&D budget has gone to hardware. This is clearly downstream of their aforementioned focus on developing as many components in-house as possible to cut costs.

However, it’s important to notice in the chart above that Unitree’s R&D expenditure on “Multimodal Embodied AI Model” — the “big brain” of its robots — increased exponentially between 2024 and 2025, while other areas of R&D have grown at a steadier pace. Unitree is clearly ambitious about developing its models, even if it is known mostly for its hardware business.

This becomes clearer when we look at Unitree’s plan for using the 4.2 billion RMB (around 607.7 million USD) raised through the IPO. Unitree’s stakeholders approved the following distribution in early 2026:

Nearly half of the IPO’s proceeds will be spent on training AI models over the next three years. That’s around 673 million RMB per year, which is not quite comparable to more well-known model makers (MiniMax, for example, spent around 1.75 billion RMB on R&D last year) but still a significant amount that signals long-term software ambitions.

Unitree currently owns no real estate, but plans to build its own factory with IPO proceeds. Per its disclosures, it has already secured a nod of approval from Hangzhou’s Binjiang District 滨江区 and plans to build there. Transitioning from an all-leased manufacturing model to proprietary manufacturing facilities is in line with their emphasis on in-house development and increasing production efficiency.

What comes next?

These disclosures answer many factual questions about Unitree’s business model, but raise more fundamental questions about the future of automation, US-China competitive dynamics, and both countries’ big bet on AI.

Question one: What will come of Unitree’s “AGI” ambitions? A public company is required to either use proceeds as stated in official disclosures, or publicly justify any changes. (Shareholders can vote to reappropriate funds, but unauthorized deviations could invoke China’s securities law and trigger scrutiny from the Stock Exchange.) Barring major issues, we should expect Unitree to spend handsomely on model training and development for the next three years. The biggest challenge will be making sure that these investments produce consequential returns. This uncertainty is not exclusive to Unitree; no one knows what the next three years will bring. But Unitree has now put itself on a path away from hardware-first and towards a more diversified strategy. This is, of course, risky, but relying on academia’s demand for hardware is no longer secure.

Question two: Will America turn against Unitree? A “Chinese military company” designation, which places companies into the annually-updated 1260H list, would merely exclude Unitree from contracting with the Department of Defense, but being placed on the Entity List would subject it to US export controls. Neither designation would prevent Unitree from selling to American customers outright, but they would hobble the company’s growth. As Unitree’s own prospectus describes:

Throughout the reporting period, revenue from overseas markets consistently exceeded 35% of total revenue. Should the United States continue to intensify trade and tariff policies that materially disadvantage Chinese exporters, or place the company on restricted lists governing procurement partnerships or technology export controls, the company faces the risk of being unable to sustain high growth in overseas sales — and potentially suffering an overall decline in performance. … Given uncertainty in industrial trade policy and the international political environment, any adverse shifts in external supply chain conditions or overseas market controls — compounded by further escalation of US trade restrictions and export control measures — could negatively affect the company’s ability to procure imported materials and maintain technology partnerships.

Policymakers eager to run “Trojan horse tech” out of America have to reckon with the dilemma that, for academic researchers at the forefront of embodied AI, there are few alternatives to Chinese-made hardware and platforms; Unitree is simply the most successful of the lot. Affordability and reliability are the most important factors for nonprofit academic labs. Robotics research is also a rough-and-tumble affair: there is wear and tear, and I’ve had researchers and students show me bruises they’ve sustained on the job from handling heavy humanoids. Unitree’s scale, consistency, and pricing meets academics where they are. Moreover, Unitree has been cultivating its relationships with international researchers long before the reporting periods of these IPO disclosures. The company started shipping internationally in 2018, and some of the earliest buyers of its quadrupeds were university research labs.

Imagine writing code for a dishwasher without dishwashers to test the code on. That’s a massively oversimplified comparison, but it is the same proposition in spirit. If Washington severs this symbiotic relationship, it will almost certainly make it harder for American researchers to maintain their lead in the software side of embodied AI.

Finally, question three: Can Unitree keep its lead inside China? As mentioned earlier, the company has formidable challengers in its own backyard, and has had to continuously trim costs to stay competitive. DEEP Robotics also joined the leagues of profitable companies in 2025. AgiBot’s CEO said at the end of last year that the company’s total sales revenue in 2025 likely exceeded 1 billion RMB. Up until now, Unitree’s success is arguably a case of first-mover advantage. Many more companies are taking up the Unitree playbook, and the future of robotics in China is far from determined.

If you aren’t yet ready to open your home to a robot dog, the company also sells fitness equipment inspired by robotics technology…

Every Trump Threat to Abandon NATO Hollows It Out

Doubts that the United States would come to the aid of NATO allies increase each time, prompting Europeans to consider an alliance without Washington.

© Daniel Mihailescu/Agence France-Presse — Getty Images

U.S. soldiers in a military exercise with NATO members in Romania in June. The U.S. secretary of state has warned that relations with NATO will need to be re-examined.

ActBlue May Have Misled Congress on Vetting Foreign Donations, Its Lawyers Warned

The Democratic fund-raising group is facing investigations from the Justice Department and congressional Republicans ahead of the midterm elections.

© Todd Heisler/The New York Times

Regina Wallace-Jones, the chief executive of the liberal fund-raising organization ActBlue, at the 2024 Democratic National Convention in Chicago. A 2023 letter from her to Congress later played a role in internal turmoil at ActBlue.

Europe Pushes for a Gentler Internet for Children

The European Union and national capitals are trying to make social media and algorithms less addictive and safer, especially for children.

© Andrea Mantovani for The New York Times

Stéphanie Mistre, whose daughter, Marie Le Tiec, ended her life in 2021 at age 15, has become an activist for children’s online safety.

每天烧 120 万亿 Token,这是 AI 圈最新的凡尔赛

今天,火山引擎公布了一个数据,豆包大模型日均 Token 使用量突破 120 万亿。

三个月前,这个数字是 60 万亿。2024 年 5 月豆包大模型刚发布的时候,是现在的千分之一。

120 万亿 Token 是什么概念?

按 3 月国内主流大模型约 2-4 元/百万 Token 的输入价格粗算,这意味着每天有 3 到 5 亿元在 GPU 上燃烧。一年下来就是千亿级支出,相当于烧掉网易一整年的营收(网易 2025 年全年净收入 1126 亿元)。而这只是一家公司、一个模型平台、一天的量。

这个数字放在更大的盘子里看更有意思。

3 月 23 日,中国发展高层论坛 2026 年年会披露:今年 3 月,中国日均 Token 调用量突破 140 万亿,对比 2024 年初的 1000 亿,两年增长超千倍。同月,中国 AI 大模型周 Token 调用量连续三周超越美国。OpenRouter 数据显示,3 月第三周全球 AI 大模型总调用量 20.4 万亿 Token,中国占了 7.359 万亿,全球份额 36%。

晚点 LatePost 此前报道过另一个细节:全球日均 Token 消耗量超过 100 万亿的公司,只有三家。OpenAI,Google,字节跳动。

更值得琢磨的是,OpenAI 和 Google 的 Token 消耗来自全球市场,而字节跳动的主要来自中国。一个以国内市场为主的平台,Token 吞吐量已经和两个全球化巨头平起平坐。海外部分还在爬坡。

火山引擎总裁谭待拆解了增长背后的两个引擎:AI 视频创作爆发,AI 智能体加速普及。

这两件事在过去三个月同时「人传人」了。

▲ 火山引擎总裁 谭待

龙虾来了,Token 的烧法变了

OpenClaw 爆火之后,所有人都在谈 Agent。一只「龙虾」让整个行业意识到:Agent 时代的 Token 消耗逻辑跟聊天时代完全不同。

以前你跟大模型对话,一问一答,几百个 Token 就够。现在一个 Agent 要自己思考、规划、调工具、检查结果、出错了还得自我纠正,一个复杂任务跑下来,Token 消耗是普通对话的几十甚至上百倍。

火山引擎自己的 ArkClaw 就是个缩影。秒级配对飞书,微信、钉钉、微博也能接入,升级了网盘做端云协同。每一个「自动」的背后,都是 Token 在高速流转。

谭待提了一个判断:企业用好 Agent 的关键是三件事,模型、安全、技能(Skills)。

模型是 Agent 的大脑,今年 2 月发布的豆包大模型 2.0 在视觉理解上已经跻身全球第一梯队,国内第一。安全是底线,火山引擎刚拿下信通院「智能助理智能体产品可信能力认证」和「安全防护产品有效性认证」双认证,国内唯一。

但光有聪明的脑子和安全的笼子还不够,Agent 得有手有脚,能干活。Skills 生态的广度直接决定了 Agent 能力的天花板。

这也是当天另一个重磅消息的背景:OpenClaw 创始人 Peter Steinberger 和火山引擎共同宣布,双方共建的 ClawHub 中国镜像站(mirror-cn.clawhub.com)正式启动运营。

之前国内开发者用 ClawHub 上的 Skills,经常遇到访问慢、不稳定的问题。镜像站解决的就是这个痛点:高频访问不再卡,Skills 更新能及时同步。Peter Steinberger 甚至在发布现场用「龙虾」生成了一段视频来宣布这个消息。

在火山引擎平台上,累计 Token 使用量超过一万亿的企业客户,已经从去年底的 100 家增长到 140 家。三个月多了 40 家「万亿俱乐部」成员。

Seedance 2.0 开放公测:企业级视频生成有了「安全底座」

同一天,火山引擎还宣布 Seedance 2.0 面向企业用户正式开放 API 公测。

Seedance 2.0 是视频生成领域的全球 SOTA 模型,但让它对企业真正可用的,不只是生成质量。火山引擎为它建了一套覆盖全流程的肖像与版权安全标准,从输入素材的合规校验,到生成过程中的肖像权保护,再到输出内容的版权风险拦截。Deepfake、侵权这些让企业法务部夜不能寐的问题,在模型层就做了拦截。

这套安全机制覆盖视频生成涉及的各种模态和创作前后的全部环节。说白了,火山引擎选择在模型最火的时候,先把安全门焊死,再把 API 钥匙交给企业。

对企业来说,这解决的是一个很现实的问题:敢用。 品牌广告、电商视频、营销物料,这些场景对版权和肖像的敏感度极高。没有安全兜底,性能再强企业也不敢大规模接入。

谭待描述了企业 Agent 建设的两条路径:敏态和稳态。 敏态 Agent 像 ArkClaw,是员工的「创新试验场」,让每个 HR 变成更好的 HR,让每个分析师变成更好的分析师。稳态 Agent 则把验证过的最佳实践流程化、规模化,嵌进合同交易、生产管理这些容不得幻觉的场景。

两条线不是二选一,是一个飞轮:个体创新在 ArkClaw 里激发,沉淀到 HiAgent 变成组织能力,再通过 Skill 和 API 反哺给每个一线员工。

120 万亿背后, Token 工厂崛起

黄仁勋最近定了个调,到 2027 年,全球计算需求将突破 1 万亿美元。他说 Token 是新时代的基础货币,数据中心不再是存储文件的仓库,而是生产 Token 的工厂。

那接下来就必须追问一个问题:谁在为这些 Token 买单?

火山引擎平台上 140 家企业的累计调用量破万亿,换个角度想,AI 的成本结构正在从「一次性买模型」变成「按呼吸计费」。而 Token 价格,正在暴涨。

过去一个月,涨价的消息像多米诺骨牌一样接连倒下。

智谱一个月内两次调价,GLM-5-Turbo 涨 20%,GLM Coding Plan 中国区涨 30%、海外涨超 100%,一季度 API 整体定价较上一代提升 83%。智谱 CEO 张鹏在业绩说明会上说了一句意味深长的话:涨了 83%,调用量还是增长了 400%,供不应求。

此外,3 月 18 日同一天,阿里云和百度智能云同时发布涨价公告,AI 算力产品上调 5%-30%,存储涨 30%。腾讯云更早一步,3 月 13 日就调整了智能体开发平台的计费策略,部分模型涨幅超过 4 倍。

再往前看,亚马逊 AWS 1 月对机器学习容量块涨价 15%,谷歌云也在同期悄悄调高了数据传输服务价格。

国内三大云巨头加上海外两大巨头,在同一个季度里集体涨价,不是偶然。 有人算过一笔账:OpenClaw 用户的单日人均 Token 消耗量是传统聊天用户的 20-50 倍。

当海量用户同时把 Agent 跑起来,需求端的增速远远跑在了供给端前面——GPU 产能、电力、数据中心,都需要夯实基础。黄仁勋说 Token 是基础货币。但货币可以存,可以囤,可以等升值。Token 不行。Token 生产出来的那一刻就被消耗掉了,更像电力。

而电力这个词,从来都不只是技术问题,谁控制了发电和输电,谁就拿到了定价权。电网要受监管,通信要发牌照。Token 呢?现在还没有人回答这个问题,但每个厂商都想成为答案。

#欢迎关注爱范儿官方微信公众号:爱范儿(微信号:ifanr),更多精彩内容第一时间为您奉上。

日法首脑在联合声明中谴责以色列 - RFI - 法国国际广播电台

02/04/2026 - 11:42

日本时间4月1日18时起,约2小时10分钟内,日本首相高市早苗与作为正式工作访问宾客访日的法国总统马克龙举行了日法首脑会谈。随后,双方举行了日法首脑联合声明签署仪式、联合记者会以及工作晚宴。

针对法国拒绝运送针对伊朗军事行动的军需物资的美军飞机飞越其领空,遭到美国总统特朗普批评一事,马克龙于1日对记者表示,美国并未就该行动事先征求法国的意见,法国也未参与其中。

两国领导人在讨论目前的伊朗局势时没有直接批评美国与以色列,但在联合声明中对约旦河西岸以色列定居者针对巴勒斯坦平民的暴力行为的急剧增加表示严重关切,并表示反对包括约旦河西岸定居活动在内的一切违反国际法的单方面行为。

两首脑在联合声明中指出:两国领导人就中东局势进行了磋商。双方重申,伊朗绝不能拥有核武器,并强调通过对话解决该问题的重要性。

两国领导人对该地区局势恶化表示极为严重的关切,包括人员伤亡和财产损失在性质和地理范围上的扩大,以及对能源稳定供应造成的重大影响。

此外,双方再次确认,为促使局势尽早降温,持续开展外交努力至关重要。

在此背景下,两国领导人强烈要求伊朗立即停止对波斯湾非武装商船的攻击、对包括邻国石油和天然气设施在内的民用基础设施的攻击,以及威胁通过霍尔木兹海峡航行的民用船只安全的行为。同时,双方表示愿意为确保霍尔木兹海峡安全通航作出适当贡献。在这一背景下,双方回顾了2026年3月19日发表的有关霍尔木兹海峡的法、英、德、意、荷、日六国联合声明。

关于黎巴嫩问题,两国领导人表达了防止局势进一步升级,并支持政治解决,以避免黎巴嫩人民被进一步卷入其并不希望发生的战争的意志。双方重申支持黎巴嫩政府为加强主权所作的决定,并呼吁以色列尊重黎巴嫩的领土完整。

两国领导人还重申,将根据相关安理会决议及《纽约宣言》,致力于实现全面、公正和持久的和平以及“两国方案”。同时强调,在整个加沙地带,有必要通过联合国及其机构和国际组织等渠道,依据国际人道法,迅速、安全、不受阻碍且持续地大规模提供人道援助。双方再次对针对巴勒斯坦平民的定居者的暴力激增表示严重关切,并反对包括约旦河西岸定居活动在内的一切违反国际法的单方面行为。

4月1日, 正在访日的马克龙在接受NHK采访时表示:“关于美国和以色列发起的这项军事行动,法国事先没有被征求意见,也没有参与,这是毫无疑问的事实。”他并补充说,这一立场自对伊朗军事行动开始以来一直没有改变。

Explosions at Burundi ammunition depot kill 13 civilians - army

AFP via Getty Images Five pieces of black shrapnel lie on a dusty groundAFP via Getty Images
Remnants of munitions have been discovered in impacted areas of the city

At least four people have been killed by a series of powerful explosions at an ammunitions depot in Burundi's largest city, Bujumbura, local residents have told the BBC.

The blasts erupted late on Tuesday at the facility, located in the suburb of Musaga, due to an electrical fault, an army spokesperson said.

Shrapnel and debris were propelled more than 5km (three miles) and several houses in nearby districts were destroyed by the force of the explosions.

The authorities have not yet provided any casualty figures but family members and eyewitnesses told the BBC of four separate deaths in the city. The AFP news agency quotes security sources as saying that dozens of people had died.

One woman told BBC Gahuza that a relative, who had been detained at Mpimba Central Prison, had died after a bomb hit the facility.

Numerous inmates at the prison, which is located near the ammunitions store, are reported to have been injured.

In the north-eastern neighbourhood of Gisandema, witnesses told BBC Gahuza that a bomb had destroyed a house and killed a domestic worker.

The authorities have said they cannot yet comment on the number of casualties as they are still assessing the extent of the damage.

The explosions sent plumes of smoke rising above the city, sparking panic in the city of more than a million people.

President Evariste Ndayishimiye, in a message on X, expressed his condolences to all Burundians, adding that the authorities are "here to help".

More BBC stories about Burundi:

Getty Images/BBC A woman looking at her mobile phone and the graphic BBC News AfricaGetty Images/BBC

Go to BBCAfrica.com for more news from the African continent.

Follow us on Twitter @BBCAfrica, on Facebook at BBC Africa or on Instagram at bbcafrica

特朗普再次抨击法国总统:称马克龙“被妻子欺负”, 并透露曾在霍尔木兹海峡问题上请求法国协助但未收到满意的回复 - RFI - 法国国际广播电台

02/04/2026 - 10:48

美国总统特朗普在周三(2月3日)晚的一次新闻发布会上再次讽刺法国总统马克龙,并对双方之间的通话表达不满。

这次发言发生在他向全美发表讲话数小时前。特朗普声称这位法国领导人“被妻子欺负,而且刚刚从挨了一记打在下巴上的耳光中恢复过来”。特朗普此言显然是指2025年5月马克龙在东南亚访问期间,马克龙和第一夫人布丽吉特的“家庭纠纷”事件。

当时,马克龙的专机在越南河内机场停机坪上打开舱门时,美联社拍摄的画面显示,马克龙的身影出现在机舱内。就在这时, 布丽吉特的双臂突然出现(虽然她并未完全露面),她迅速抬起双手,似乎轻轻地打了总统一巴掌。马克龙似乎有些惊讶,微微后退,但很快调整情绪转身挥手致意。随后,法国总统夫妇走上舷梯,马克龙按照惯例向妻子伸出手臂,但她没有挽住马克龙。这一视频曾在社交媒体上疯传,随后马克龙被迫否认与妻子存在任何“家庭纠纷”,他还指责是“俄罗斯人”和“极端分子”不择手段地攻击他。这位美国总统频频发表颇具争议的言论,这一次他再次公开提起这件事讽刺马克龙。

值得注意的是,在同一次发言中,特朗普还表示,他曾请求法国协助缓解霍尔木兹海峡的紧张局势,截至目前,该海域仍然处于封锁状态,油价飙升导致全球经济承压。特朗普说自己曾这样询问法国总统:“埃马纽埃尔,我们希望你们能在海湾地区提供一些帮助,即使我们正在消灭坏人并摧毁弹道导弹。你能立即派遣军舰吗?”然后他在白宫的这次新闻发布会上表达了对这通电话结果的不满。

特朗普还暗示,美国为保障这条关键航道安全所做的努力并未得到欧洲盟友足够支持。他讽刺说:“他们很多人都说:‘等战争结束我们会在那里。’我就是这样认识北约的。如果真的发生重大危机,北约是不会出现的。”

这些言论延续了特朗普一贯对欧洲盟友的批评立场,认为他们在防务方面过度依赖美国。

Inside the blame game roiling Georgia's GOP Senate primary

Republicans once saw Georgia as the crown jewel of their Senate pickup opportunities. They’re now blaming each other as the GOP primary unravels into an intraparty brawl that could cost them their chance of defeating Democratic Sen. Jon Ossoff.

The party is grappling with a crowded field, no dominant front-runner, no endorsement from President Donald Trump — and the reality that the May 19 primary will very likely extend into an expensive, bruising mid-June runoff.

Rep. Mike Collins (R-Ga.), a close Trump ally, leads in public polling, with fellow Rep. Buddy Carter (R-Ga.) and Gov. Brian Kemp-endorsed former football coach Derek Dooley battling for second. But a large share of voters remain undecided, underscoring how fluid the race is. Meanwhile, incumbent Ossoff — who faces no primary challenge of his own — is keeping his powder dry and has amassed a formidable eight-figure campaign war chest ready to deploy in the general election.

ATLANTA, GEORGIA - OCTOBER 15: Rep. Mike Collins (R-GA) speaks before Republican presidential nominee, former U.S. President Donald Trump during a campaign rally at the Cobb Energy Performing Arts Centre on October 15, 2024 in Atlanta, Georgia. With early voting starting today in Georgia both Trump and Democratic presidential nominee, Vice President Kamala Harris are campaigning in the Atlanta region this week as polls show a tight race. (Photo by Kevin Dietsch/Getty Images)

“If Ossoff could write a playbook for how he wants this primary to go, this is exactly it,” said a GOP operative, who, like others interviewed for this story, was granted anonymity to speak candidly about the race’s dynamics. They said that Georgia is like a "red-headed stepchild" not getting any attention from Washington.

Republicans point to several unforced errors that got the party to this point. Some say their current challenges were set in motion last year, when they failed to convince the state’s popular outgoing GOP governor, Kemp, to run for Ossoff’s seat. Others point to a lackluster effort by the National Republican Senatorial Committee to recruit a stronger crop of candidates or unify the field. Many also fault Trump and Kemp, who have had a sometimes-testy relationship, for failing to agree on a candidate they both could support to avoid a costly primary.

“It's not ideal that it looks like it's going to runoff,” said Cole Muzio, president of the conservative Frontline Policy Council. “There was so much talk about Kemp and Trump getting together and finding a nominee together, landing the plane on one person. I'm not going to try to sort out what happened with that, but a unity nominee would have been ideal.”

The early finger-pointing that has emerged in conversations with a dozen GOP strategists and officials in Georgia reflects their deep frustration with the state of their primary — and their chances of holding onto the Senate majority. The party is fending off competitive Democratic candidates in several red states as voters sour on Trump's agenda, making flipping Georgia even more of a priority.

"It's a mess that could have been much less messy if they had figured this out six months ago," said a second Georgia-based Republican strategist unaffiliated with any campaign. "Everybody's resigned to this going to May and then a June runoff and then pick up the pieces after that."

Early general election polling shows Ossoff leading all three potential GOP candidates in a head-to-head matchup. After five years in the Senate, he has built a formidable political operation, churned out razor-thin statewide wins and amassed a sizable fundraising cushion.

“Jon Ossoff has $24 million. Jon Ossoff is on TV all of the time, carefully articulating his positions, grilling Tulsi Gabbard — really being methodical,” said Ryan Mahoney, a GOP strategist unaffiliated in the race. “He has tons of resources — great name ID, a lot of exposure — while the Republicans are fighting against each other, trying to see who can break out and ultimately be the nominee.”

“He's just in a great position,” Mahoney noted.

Still, several Republicans say they’re confident about their prospects in a state that Trump won in 2024, and they expect money and outside support to dramatically ramp up once their nominee is decided.

“Republicans created this problem. We created this problem and it's not any one person,” the second GOP strategist said. "I still think a Republican can win, I just think we're making it way harder.”

With around 40 percent of likely GOP primary voters still undecided, according to recent public polling, the Senate candidates have been jockeying for Trump’s blessing — an endorsement that could be pivotal in deciding the future of the race.

All three candidates have engaged with the White House directly. In an interview with conservative host Clay Travis’ Outkick podcast, Dooley said he met with Trump in the Oval Office last year and had a “very engaging conversation.” Carter, for his part, told POLITICO in a brief interview that his campaign continues “to talk to the administration” about the race. Collins and the president have also met and discussed the race, according to a person familiar with the conversation. In February, Collins appeared onstage with the president during an event in Rome, Georgia, focused on Trump’s economic agenda.

PEACHTREE CITY, GEORGIA - AUGUST 21: Rep. Buddy Carter (R-GA) speaks to supporters of President Donald Trump at an event hosted by Vice President JD Vance on August 21, 2025 in Peachtree City, Georgia. Vance will be promoting the benefits of Trump's One Big Beautiful Bill. (Photo by Megan Varner/Getty Images)


Collins’ campaign recently released a lengthy memo outlining his argument for why the field should coalesce him around the primary. “[Democrats] are watching Republicans turn what should be the best pickup opportunity of the midterms into a needless intraparty squabble that wastes time and resources,” the memo reads. “Instead of spending the majority of 2026 focused on defeating Jon Ossoff, Republicans are on track to not be unified until late June, after a runoff, leaving the Republican nominee only four months to raise money and campaign across the largest state east of the Mississippi to unseat the Democrat.”

Most outside groups have been waiting to line up behind a clear front-runner, though Club for Growth PAC, a major conservative super PAC, has already endorsed Collins’ campaign — an unusual step for a group that usually acts in lockstep with the White House’s political strategy.

The White House did not respond to a request for comment regarding Trump’s thinking about the primary or his conversations with the three candidates.

Then there’s the Kemp factor.

After the governor declined to run, Republicans feared the primary could become a proxy war between himand Trump, who’ve previously clashed over Trump’s insistence that the 2020 election in Georgia was fraudulent. That hasn’t quite played out, with the president staying out of the race so far. But Kemp’s decision to back Dooley, the former football coach, means it’s unlikely they’ll find common ground.

Dooley has no prior experience in politics. State voting records show the former coach did not vote in presidential elections in 2016 and 2020 — attack fodder for his opponents as they seek Trump’s endorsement. (He did vote for Trump in 2024.)

“It's no secret that the profile of a candidate that President Trump would prefer is much different than the profile of a candidate that Governor Kemp would prefer,” said a third local GOP strategist, who is unaffiliated in the race. “The nexus between those two just made it very hard, if not impossible, to come out with a consensus candidate.”

Garrison Douglas, a spokesperson for Kemp, doubled down on the governor’s support for Dooley in a statement and said he isn’t “wasting time worrying about the complaints of anonymous consultants.” Dooley spokesperson Connor Whitney said he’s confident Georgia voters will “choose the only political outsider in this race — not another stale D.C. politician.”

PEACHTREE CITY, GEORGIA - AUGUST 21: Former football coach and Republican candidate for US Senate Derek Dooley speaks to supporters of President Donald Trump at an event hosted by Vice President JD Vance on August 21, 2025 in Peachtree City, Georgia. Vance will be promoting the benefits of Trump's One Big Beautiful Bill. (Photo by Megan Varner/Getty Images)


Carter spokesperson Chris Crawford rejected the criticism of running a messy primary, saying that “only in Washington do consultants think voters choosing their nominee is a problem.”

Collins, in a statement, expressed confidence in his ability to win the primary, and added that his campaign “would welcome any help to ensure we could wrap this up in May and get on to the main event."

With Georgia in a holding pattern, some local Republicans worry that Washington’s attention is drifting toward Michigan, where former GOP Rep. Mike Rogers has unified the party — and the president — around him in the state’s key battleground Senate race as a trio of Democrats battle it out in their own messy primary.

“There's offense and defense. I think on offense, [Georgia] is still a top race. I think the only difference is that Michigan is a clear field. Rogers is ready to roll. He's raising money. Dems have a mess on their side over there,” said one national Republican familiar with the party’s midterm strategy, who was granted anonymity to discuss behind-the-scenes planning.

Still, the person said they believe Georgia remains competitive, particularly if Republicans unify.

In a statement, Nick Puglia, a spokesperson for the NRSC, said Ossoff “is the most vulnerable incumbent on the map” and Georgia “has been and remains a top state for Republicans to expand President Trump’s Senate Majority.”

But Republicans in the Peach State are skeptical.

“I sense from some Republicans a feeling that maybe Michigan is a better opportunity, and of course, one of the reasons … for that is, ‘well, the field’s been cleared,’” said a fourth GOP strategist in Georgia.

“It feels like D.C. is shifting to Michigan because of a problem that they could solve today,” said the second Georgia-based GOP strategist.

💾

© Getty Images

Dream of space travel reignites with journey to circle the Moon

Watch the moment Artemis II blasts into space on historic mission

Nasa's Artemis II mission thundered away from Florida's coast, taking its four crew members on their historic journey to circle the Moon.

There was a deep rumbling as a sheet of brilliant white flame suddenly erupted, momentarily engulfing the whole launch pad as the mightiest rocket Nasa has ever built rose into the sky.

Nasa's Space Launch System (SLS) majestically crept upwards - slow at first, then gathering pace, riding on two blinding pillars of flame that crackled and roared with increasing volume until the rumbling was almost deafening, a sound we could feel in our bodies as we watched on in amazement, three miles (4.8km) away from the launch pad.

There were small cheers from those in the know as the rocket past the moment of maximum danger - one minute and 10 seconds into the launch. This is where the pressure hits the rocket the hardest, and when engineers know that even a small structural weakness can be disastrous.

There was no weakness, and SLS arced out over the Atlantic like a fiery white angel, leaving a white smoky trail as the sound subsided and the spacecraft disappeared from view, shrinking to a single bright star as it chased the Moon.

Chip Somodevilla/Getty Images Artemis is taking off in the distant background, and people watch, many with tripods. The US flag flutters above them on a flag pole.Chip Somodevilla/Getty Images
Spectators are kept at a safe distance, but the deep rumbling of the rocket launch can still be physically felt

Afterwards, there was a giddy euphoria among staff at the Kennedy Space Center.

One person told me they felt quite emotional and another said they wanted to cry – no doubt a release of tension built up over the past few months when Artemis II came close to launch, but ended up being scrubbed for various reasons.

Tonight, though, Nasa employees were laughing and clapping - this is the moment that they have spent years working towards. There is still work to do, but for now they are bathing in the moment of triumph.

In the hour before take-off there were issues which threatened the launch.

They concerned the launch abort system, which enables Nasa engineers to eject the astronauts and blow up the rocket if there is a malfunction.

The countdown clock was held at 10 minutes while engineers resolved the problem. They worked quickly, but it was an agonising wait to see if the launch could still go ahead.

Then came the staccato rhythm of the calls by each engineer responsible for the rocket's critical systems: "booster, go", "GNC, go", "range, go" – each reply, a tiny release of tension and a build-up of expectation.

"Artemis II, this is launch director," said Charlie Blackwell-Thompson, the first woman to hold the position at Nasa.

"You are go for launch," she told the crew. "We go for all humanity", Commander Reid Wiseman responded.

Cheesy words in normal circumstances, but that was the moment our spines began to tingle and we knew we were about to witness history.

Gerardo Mora/Getty Images A group of people watches the launch, most holding phones or cameras up to the sky.Gerardo Mora/Getty Images
Many thousands of people gathered at viewing locations around the Kennedy Space Center in Florida to watch the launch

The Kennedy Space Center was built to send astronauts to the Moon, but that hasn't happened since 1972 when Apollo 17 blasted off. Today, the centre was back in business, doing what it was made for.

The press corps headed outside, where clouds that had threatened to cancel the launch had evaporated.

As the countdown clock restarted, the atmosphere turned to electric anticipation.

The four RS 25 engines and twin solid rocket boosters lit up, driving more than 8.8 million pounds of thrust into the Florida evening sky.

"God Speed Artemis II" Blackwell-Thompson said in another echo from the past. The same words were used in a launch from here in 1962 to send John Glenn, the first American to orbit the Earth, on his way.

NASA Four astronauts stand side by side inside a cramped white spacecraft or support module, wearing bright orange launch and entry suits with blue trim and mission patches. Their arms are folded confidently across their chests.NASA
On their way to the Moon: Commander Reid Wiseman, pilot Victor J Glover, and mission specialists Christina Koch and Jeremy Hansen

I have been lucky enough to see launches of the Space Shuttle to the International Space Station from the Kennedy Space Center. Those launches are almost as impressive in flight, surging into space with an enormous bang and rising at the speed of a bullet.

But the SLS launch was not only more beautiful, it meant much more: a moment full of emotion for all those who saw it, perhaps because it reminded us of what humanity can do when it comes together, or perhaps because we may be entering a new era of space travel.

In the 1990s, I had the opportunity to speak to Neil Armstrong, who, in 1969, became the first person to ever walk on the moon.

Our discussion came at a time when the dream of human space travel seemed to be over. I asked him whatever happened to that dream? He smiled and said "the reality may have faded but the dream is still there and it will come back in time".

Today was the day the dream returned.

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