天天财经-提供金融入门知识-投资理财技巧-科技

川普任命国家情报为「AI沙皇」！白宫成立超级智慧工作小组、120天内评估风险
2026-10-04 网络阅读（62）
川普任命克雷顿领导白宫「超级智慧工作小组」，120天内提交AI风险与政府角色报告。工作小组将检视AI风险、资安通报机制与强化联邦应对能力；成员含范斯、赫格塞斯、贝森特等。川普反对新增AI监管，优先维持对中竞争优势；贝森特也呼吁业者自行监管。
「对AI应采核电级别防护措施」！OpenAI安全系统团队负责人辞职后撰文轰前东家企业文化
2026-10-04 网络阅读（56）
OpenAI负责安全透明度的David Robinson离职，并批评公司降低AI风险做得不够。他称OpenAI一路靠反复试错扩张，但AI能力升高后，失败风险也同步放大。近几周多家AI公司员工示警灾难性风险，Anthropic执行长Amodei提议放慢前沿模型开发。
一份AI新报告指出：人类经济「全面洗牌」几已成定局
2026-10-04 网络阅读（67）
Egan-Jones指AI模型已跨越普及门槛，经济体系恐全面洗牌。审计、投行、咨询、法律等按时计费行业首当其冲。 SaaS、创投回报率与房市受波及。
特斯拉交车超预期仍难提振获利！小摩估2028年迎转折、维持中立评级与415美元目标价
2026-10-03 网络阅读（86）
特斯拉第3季交车48.65万辆优于预期，但储能部署13.7GWh不如预期，压抑整体利多。摩根大通维持「中立」、目标价415美元，估2026/2027年EPS仅1.43/1.45美元，远低于市场共识。该行指汽车毛利率低迷、研发与资本支出攀升，将使2026年自由现金流转负，获利转折估至2028年。
川普拟任命国家情报总监担任「AI沙皇」！掌管18个情报机构、明确反对美国暂停AI开发
2026-10-03 网络阅读（71）
川普传将任命国家情报总监克莱顿为白宫AI最高顾问「AI沙皇」，协调政府内部AI决策。克莱顿若接新职仍将续任国家情报总监，掌管美国18个情报机构；白宫称任命未正式公布。人事安排聚焦AI安全争议，克莱顿称超级智慧是国安议题，反对美国暂停AI开发。
特斯拉Q3交车年减2.1% 仍大胜预期库存去化2.2万辆成亮点
2026-10-03 网络阅读（85）
特斯拉Q3交车年减2.1%至486532辆，但优仍预期，周五股价收高4.65%。 Model 3/Y交车478237辆占98.3%，其他车型仅8295辆、年减48%；Q3产量464391辆，持续去化库存。前三季交车1324681辆、年增8.8%；储能部署13.7GWh年增9.6%。
东芝扩产使硬碟「供应纪律」陷风险？分析师仍挺希捷与威腾电子：短期冲击有限
2026-10-03 网络阅读（114）
东芝斥资600亿日元扩建菲律宾硬碟厂，计划2027会计年度前将产能翻倍，重返AI资料中心储存商机。消息打破硬碟供应纪律预期，希捷、威腾电子周五股价均重挫逾10%，市场重评供需前景。多数分析师称东芝扩产短期冲击有限，但若供应商跟进，2028年后硬碟定价与获利格局恐生变。
一年一度HBM定价季登场！三星为2027年HBM4报价锁4.5美元起　每Gb贵三倍
2026-10-03 网络阅读（78）
三星与客户谈2027年HBM4供应合约，盼每1Gb定价4-5美元、至少4.5美元。三星HBM3E目前单价约1.5美元，HBM4合约价料较此高3倍，谈判本月进入最后阶段。 TrendForce指AI伺服器需求扩张、产能吃紧，预估2027年HBM价格Blended ASP年增121%。
吉利48亿入股蔚来能源、持股30%　专家按赞：中国「反内卷」样本
2026-10-03 网络阅读（65）
蔚来与吉利合作换电及充电业务；吉利以易易互联100%股权加6.4亿现金认购蔚来能源新股，持股30%，投后估值约160亿元蔚来再以现金认购吉利浩瀚能源新股持股10%，资金将用于购买部分充电资产；两案待监管批准蔚来保留蔚来能源控股权，并设持股浮动机制；双方可共享换电站、充电网，走向股权共建、标准共享
华为官方：升腾AI晶片中国份额已超过辉达
2026-10-02 网络阅读（110）
徐直军称升腾在中国市占率已超越辉达，华为估为50%对8%。华为发表Peerium与UnifiedBus，支援百万级处理器互连、提升大模型训练MFU。廖恒指软体与CUDA差距缩小，Atlas 950 SuperPoD可供25.6万卡训练10兆至40兆参数模型。

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工作小组将检视AI风险、资安通报机制与强化联邦应对能力；成员含范斯、赫格塞斯、贝森特等。
川普反对新增AI监管，优先维持对中竞争优势；贝森特也呼吁业者自行监管。", "createdAt": "2026-10-04T03:11:41.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18468, "title": "「对AI应采核电级别防护措施」！OpenAI安全系统团队负责人辞职后撰文轰前东家企业文化", "shortTitle": "「对AI应采核电级别防护措施」！OpenAI安全系统团队负责", "img": "https://cimg.cnyes.cool/prod/news/6621083/l/e815efc1b7f86859ba1700a1651fc265.jpg", "description": "OpenAI负责安全透明度的David Robinson离职，并批评公司降低AI风险做得不够。
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近几周多家AI公司员工示警灾难性风险，Anthropic执行长Amodei提议放慢前沿模型开发。", "createdAt": "2026-10-03T23:50:04.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18465, "title": "一份AI新报告指出：人类经济「全面洗牌」几已成定局", "shortTitle": "一份AI新报告指出：人类经济「全面洗牌」几已成定局", "img": "https://cimg.cnyes.cool/prod/news/6619687/l/e220b86fea73fea0e56ebf19c39b9d6c.jpg", "description": "Egan-Jones指AI模型已跨越普及门槛，经济体系恐全面洗牌。
审计、投行、咨询、法律等按时计费行业首当其冲。
SaaS、创投回报率与房市受波及。", "createdAt": "2026-10-03T16:10:06.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18460, "title": "特斯拉交车超预期仍难提振获利！小摩估2028年迎转折、维持中立评级与415美元目标价", "shortTitle": "特斯拉交车超预期仍难提振获利！小摩估2028年迎转折、维持中", "img": "https://cimg.cnyes.cool/prod/news/6620992/l/b62e8bfa785a13ea676e4f96dc9d196c.jpg", "description": "特斯拉第3季交车48.65万辆优于预期，但储能部署13.7GWh不如预期，压抑整体利多。
摩根大通维持「中立」、目标价415美元，估2026/2027年EPS仅1.43/1.45美元，远低于市场共识。
该行指汽车毛利率低迷、研发与资本支出攀升，将使2026年自由现金流转负，获利转折估至2028年。", "createdAt": "2026-10-03T12:10:02.000Z", "author": "网络", "pv": 86, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18454, "title": "川普拟任命国家情报总监担任「AI沙皇」！掌管18个情报机构、明确反对美国暂停AI开发", "shortTitle": "川普拟任命国家情报总监担任「AI沙皇」！掌管18个情报机构", "img": "https://cimg.cnyes.cool/prod/news/6620942/l/0ecb98d14b8665d8e9d4c7e6e50c87e4.jpg", "description": "川普传将任命国家情报总监克莱顿为白宫AI最高顾问「AI沙皇」，协调政府内部AI决策。
克莱顿若接新职仍将续任国家情报总监，掌管美国18个情报机构；白宫称任命未正式公布。
人事安排聚焦AI安全争议，克莱顿称超级智慧是国安议题，反对美国暂停AI开发。", "createdAt": "2026-10-03T08:20:04.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18439, "title": "特斯拉Q3交车年减2.1% 仍大胜预期库存去化2.2万辆成亮点", "shortTitle": "特斯拉Q3交车年减2.1% 仍大胜预期库存去化2.2万辆成", "img": "https://cimg.cnyes.cool/prod/news/6620954/l/00145af34fd5d5d98cf76c729df137d7.jpg", "description": "特斯拉Q3交车年减2.1%至486532辆，但优仍预期，周五股价收高4.65%。
Model 3/Y交车478237辆占98.3%，其他车型仅8295辆、年减48%；Q3产量464391辆，持续去化库存。
前三季交车1324681辆、年增8.8%；储能部署13.7GWh年增9.6%。", "createdAt": "2026-10-03T04:40:02.000Z", "author": "网络", "pv": 85, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18440, "title": "东芝扩产使硬碟「供应纪律」陷风险？分析师仍挺希捷与威腾电子：短期冲击有限", "shortTitle": "东芝扩产使硬碟「供应纪律」陷风险？分析师仍挺希捷与威腾电子：", "img": "https://cimg.cnyes.cool/prod/news/6620950/l/d1506f24decca307bc2c4e91b9318943.jpg", "description": "东芝斥资600亿日元扩建菲律宾硬碟厂，计划2027会计年度前将产能翻倍，重返AI资料中心储存商机。
消息打破硬碟供应纪律预期，希捷、威腾电子周五股价均重挫逾10%，市场重评供需前景。
多数分析师称东芝扩产短期冲击有限，但若供应商跟进，2028年后硬碟定价与获利格局恐生变。", "createdAt": "2026-10-03T04:31:12.000Z", "author": "网络", "pv": 114, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18441, "title": "一年一度HBM定价季登场！三星为2027年HBM4报价锁4.5美元起　每Gb贵三倍", "shortTitle": "一年一度HBM定价季登场！三星为2027年HBM4报价锁4.", "img": "https://cimg.cnyes.cool/prod/news/6620930/l/03c3e7c576c8e8e11850672279d10855.jpg", "description": "三星与客户谈2027年HBM4供应合约，盼每1Gb定价4-5美元、至少4.5美元。
三星HBM3E目前单价约1.5美元，HBM4合约价料较此高3倍，谈判本月进入最后阶段。
TrendForce指AI伺服器需求扩张、产能吃紧，预估2027年HBM价格Blended ASP年增121%。", "createdAt": "2026-10-03T04:20:05.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18419, "title": "吉利48亿入股蔚来能源、持股30%　专家按赞：中国「反内卷」样本", "shortTitle": "吉利48亿入股蔚来能源、持股30%　专家按赞：中国「反内卷」", "img": "https://cimg.cnyes.cool/prod/news/6620190/l/d627245f0699fa32844bf464206ed7bb.jpg", "description": "蔚来与吉利合作换电及充电业务；吉利以易易互联100%股权加6.4亿现金认购蔚来能源新股，持股30%，投后估值约160亿元
蔚来再以现金认购吉利浩瀚能源新股持股10%，资金将用于购买部分充电资产；两案待监管批准
蔚来保留蔚来能源控股权，并设持股浮动机制；双方可共享换电站、充电网，走向股权共建、标准共享", "createdAt": "2026-10-03T00:30:53.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18352, "title": "华为官方：升腾AI晶片中国份额已超过辉达", "shortTitle": "华为官方：升腾AI晶片中国份额已超过辉达", "img": "https://cimg.cnyes.cool/prod/news/6620399/l/a06e8079b6541e1952608077240f4a6d.jpg", "description": "徐直军称升腾在中国市占率已超越辉达，华为估为50%对8%。
华为发表Peerium与UnifiedBus，支援百万级处理器互连、提升大模型训练MFU。
廖恒指软体与CUDA差距缩小，Atlas 950 SuperPoD可供25.6万卡训练10兆至40兆参数模型。", "createdAt": "2026-10-02T09:30:05.000Z", "author": "网络", "pv": 110, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }