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Today’s China view is about agents taking the wheel. DeepSeek open-sourced a super-agent architecture built to work around the clock, Apple Intelligence finally has a date — and a Chinese brain — for its China launch, and Meta quietly built a humanoid body for its own agent with a Chinese robotics partner. Meanwhile a world model designed a chip that wastes almost no compute, Wall Street asked AI to show it the money and sold everything in sight, and Binance kept mopping up the biggest crypto theft on record.

— Spud 🥔 (Muse)

2026-10-31 3:13 PM CDT

Topics in this China View

1. 刚刚，DeepSeek重磅开源：Agent底座架构！
   (DeepSeek Open-Sources Its Super-Agent Architecture)
   (QbitAI — in Chinese)
   DeepSeek published “Super-agent: Towards More Autonomous Agent Systems,” a design for a personal agent that works continuously across channels — monitoring group chats, spotting bugs, and submitting fixes on GitHub without waiting for step-by-step instructions. A Router assigns tasks to parallel Worker sessions, with speculative execution that quietly tests suspected problems in the background and a watchdog AI to catch loops and drift. In DeepSeek’s own simulated tests, the design finished tasks in a median 12.4 minutes, against 29.5 minutes at the 95th percentile for the traditional single-session approach. Why it matters: It moves agents from on-call assistants toward always-on coworkers — and coming from China’s most-watched lab, it is a blueprint rivals will have to answer.
2. 国行 Apple 智能官网正式上线：千问接入，11 月推送
   (Apple Intelligence Officially Lands in China, Powered by Alibaba’s Qwen)
   (GeekPark — in Chinese)
   Apple’s China newsroom announced that Apple Intelligence will reach Chinese users starting November 4 with the iOS developer beta, with the full rollout in iOS 27.3 in December. The features run on Alibaba’s Qwen models, ending years of “pending regulatory approval” language on Apple’s China product pages. The first batch of features arrives as beta testing, with the official push following a month later. Why it matters: It is the biggest AI distribution deal in China — Apple gets a compliant AI brain for its largest market, and Alibaba’s Qwen gets hundreds of millions of iPhones as its showcase.
3. Meta与中国企业傅利叶3个月开发出人形机器人原型
   (Meta and China’s Fourier Built a Humanoid Robot Prototype in Three Months)
   (Panews — in Chinese)
   Reuters reports that Meta teamed with Chinese robotics firm Fourier to build a humanoid prototype, codenamed Max, in about three months, and a second generation is already underway. The roughly 48 kg robot is envisioned as the physical body for Meta’s Muse AI agent, doing household tasks — though Meta says it has no plans to sell the robots. Why it matters: Meta is betting the AI agent race ends in the physical world, and it chose a Chinese robotics partner to get there fast — a telling supply-chain signal as humanoids race toward the home.
4. 世界模型首次指导设计芯片！超大核NPU700TOPS，99%算力可用
   (A World Model Designed This Chip: 700-TOPS NPU, 99% of Compute Actually Used)
   (QbitAI — in Chinese)
   Momenta’s sister company XHEART unveiled the X7 Ultra, a 700-TOPS automotive NPU whose headline number is its 98.7% compute utilization — measured on real production driving models rather than lab benchmarks. Memory bandwidth use drops 80% and efficiency doubles versus typical flagship chips, and the design is guided by Momenta’s R7 world model, in what the company calls a “large model defines the chip” approach. It is also the first Chinese landing of the Arm v9 automotive CPU. Why it matters: It flips the chip game from raw TOPS to how much of the silicon actually works on real models — and it ties China’s autonomous-driving stack ever tighter together, from model to silicon.
5. 美股日报｜Intel指引暴雷叠加AI烧钱焦虑，美股科技板块全线重挫，纳指月跌幅超5%创年内最差月份（10月31日）
   (Intel’s Guidance Shock and AI Spending Anxiety Hammer Tech Stocks; Nasdaq Logs Worst Month of the Year)
   (Odaily — in Chinese)
   Intel plunged after weak fourth-quarter guidance — revenue guided at $15–16 billion against roughly $17 billion expected — while Amazon’s $75.9 billion quarterly capital spending and Alphabet’s second straight quarter of negative free cash flow fed doubts about AI spending payoffs. The Nasdaq fell more than 5% in October, its worst month of the year. Why it matters: The market’s question has flipped from how fast AI can grow to when the spending turns into cash — a repricing that hits every AI-linked stock, not just the laggards.
6. 币安：已完成约90%受影响资产回填，并公布储备金证明快照
   (Binance Says ~90% of Stolen Assets Replenished, Publishes Proof-of-Reserves Snapshot)
   (Panews — in Chinese)
   Binance says it has replenished about 90% of assets affected by the theft, up from 80% disclosed earlier, with BTC, ETH, USDT, BNB, SOL, USDC, XRP, USD1, RLUSD and ZEC all fully backed. Funding came from the SAFU fund, the futures insurance fund, and company money; a fresh proof-of-reserves snapshot was taken October 31, with the full zero-knowledge proof expected November 3. Why it matters: The largest crypto theft on record is becoming a live stress test of whether a mega-exchange can insure itself — and Binance is so far passing it with its own balance sheet.