8月下旬媒体集中报道星宇要求应届生离职，录音与证据广泛传播，微博/小红书/知乎热度快速攀升。
8月8日HR集中约谈440名应届生二选一：签「个人原因」离职拿半月补偿，或调流水线做普工降薪；录音流出引爆舆论。
2026年7月初，这批440名校招生正式报到入职，官方招聘公众号将其定位为智能车灯业务升级的后备人才。
2025年秋招星宇股份招录440名2026届毕业生，岗位以研发/技术/管培为主，硕士占比超六成，承诺1个月产线实习后转技术岗。
Unitree's wholly-owned Chengdu Yuchen Technology registered on Sept 2 to build an embodied-AI 'three bases, two centers'; OpenAI confirmed it will develop its own humanoid robots.
Nvidia's largest-ever deal ($12.93B for Hugging Face) plus a $3.5B MediaTek investment to push NVLink Fusion — expanding from GPU hardware into the full AI stack.
Meta, Google and OpenAI each launched flagship models within 48 hours — from cost wars to tiered cyber access, AI competition enters a new phase.
Suiyuan Tech's STAR Market IPO drew 7.03M subscribers with initial demand over 100x, post-claw-back lottery rate of 0.02455% — a milestone for domestic compute substitution.
Tesla unveiled the native driverless Cybercab robotaxi in Austin on Sept 3 — no steering wheel, pedals or mirrors; unit cost under $30K; Nevada approved a 5,000-vehicle fleet.
Xingyu's H1 2026 revenue hit RMB 6.88B; at the Sept 2 earnings call the chairman denied 'order cliff' rumors and apologized again; Guosen maintains an Overweight rating.
Auto-lamp leader Xingyu (601799.SH) is under pressure after cancelling contracts for 107 of 440 graduate hires; government notice, customer probes and two public apologies followed.
宇树科技全资子公司成都宇辰科技落户成都，布局具身智能三基地两中心；OpenAI确认自研人形机器人。
英伟达史上最大收购（129.3亿收HF）叠加35亿投MediaTek推广NVLink Fusion，从GPU硬件向AI全栈生态扩张。
Meta、Google、OpenAI 在 48 小时内连发三大模型，从成本战打到网络安全分层，AI 竞争进入新阶段。
燧原科技科创板申购回拨后网上中签率0.02455%，初步申购超100倍，703万户抢筹，国产算力替代主线升温。
特斯拉9月3日奥斯汀发布首款原生无人驾驶出租车Cybercab，取消方向盘/踏板/后视镜，内华达已批准5000辆车队牌照。
星宇股份2026H1营收68.8亿，9月2日业绩说明会辟谣「订单断崖式下跌」传闻，国信证券维持增持评级。
星宇股份应届生解约事件引发政府通报、知名车企专项调查与海外客户合规审查，董事长两度道歉、HRD 停职。