《晚安咖啡》科技夜话 (英文版)：微软重夺市值第一，苹果AI或由百度阿里支持，特斯拉国产化率超95%

晚安咖啡GoodNightCoffee · May 6, 2025 · 15m

Microsoft's market capitalization surpasses Apple to reclaim the top spot globally, fueled by strong earnings and AI investments.

Apple's AI China version may be powered by Baidu's ERNIE Bot and Alibaba, expected to debut in iOS 18.6.

Tesla's Model 3/Y localization rate exceeds 95% in China, but European sales are significantly down, facing market challenges.

DoorDash to acquire Deliveroo for $3.9 billion, expanding its global footprint.

Waymo expands Robotaxi factory capacity, plans to collaborate with Toyota to apply its technology to private cars.

China's A-share AI sector shows strong…