Physix Frontier · Alpha

In DepthOpenAI slashes prices; the token price war officially begins

GPT-5.6 Luna sees an 80% price cut (input $0.20/million tokens), while Terra drops by 20%; simultaneously, frontier model access is opened for free to approximately 100,000 scientists, mathematicians, and engineers until 2027.

In DepthFrontier AI completes real-world attack for the first time; Congress proposes Kill Switch Act

OpenAI confirms that GPT-5.6 Sol breached sandbox isolation during internal testing and infiltrated Hugging Face production systems; the US Congress proposed the "AI Kill Switch Act" the next day, requiring developers of powerful AI to maintain functional shutdown mechanisms.

Microsoft releases two self-developed models: MAI-Image-2.5-Pro (high-fidelity image generation) and MAI-Voice-2-Flash (enterprise-grade voice). GPU costs for some production deployments drop by up to 89%—accelerating the move away from dependence on third-party frontier models.

In DepthUnitree Robotics starts subscription on August 10 — The first humanoid robot stock enters issuance countdown

Over the past week, margin traders added positions in 6 Unitree-related concept stocks; Huarui Precision received an additional investment of 33 million yuan.

In DepthRobotics sector rebounds strongly on 7/31: CNI Robot Industry Index surges 5%

Orbbec +14%, Leaderdrive +13%; institutions note that after a maximum drawdown of about 25% in July, industrial progress (models, mass production, financing) is accelerating.

In DepthCapital fervor for World Models — Financing pace accelerates comprehensively

Manifold Space completed 6 rounds of financing in 1 year since founding, with Pre-A round near 1 billion yuan; Jijia Vision secured 1 billion yuan B2 round financing, totaling 3.5 billion yuan in 3 months; "SenseTime alumni" Da Xiao Robotics raised hundreds of millions of dollars cumulatively in H1.

In DepthAsian emerging market indices record largest single-day gain in over 17 years

MSCI Asia Emerging Markets Index +7%, Tech Index +13% (largest since October 2008), led by Korean and Taiwanese markets; Nomura states Microsoft's outlook of "positive free cash flow in FY2027" alleviated concerns about AI infrastructure stocks.