天天财经-提供金融入门知识-投资理财技巧-科技

AI到底要赚多少钱才能撑起这轮资本开支？高盛给出关键KPI指标
2026-09-29 网络阅读（67）
高盛以ROIC 15%为基准，要求六大云端与算力业者2028至2030年共创收约1.42兆美元。高盛估单GW前期投入约420亿美元；Blackwell、Rubin若垫高成本，回本压力更大。瑞银估全球AI资本支出明年达1.447兆美元，记忆体支出占64%；HBM、DDR5、NAND齐涨推升建置费。
防「智能爆炸」！WSJ：OpenAI、Anthropic、Meta和微软AI研究负责人联名呼吁审查AI研究自动化
2026-09-28 网络阅读（76）
OpenAI、Anthropic、Meta、微软研究负责人呼吁政策制定者审查AI研究自动化进展。论文警告AI自动化研究恐引发「智能爆炸」，进展速度或由数年压缩至数月甚至更短。作者吁企业提高模型开发自动化透明度，以便监管机构掌握风险、避免失控。
电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动化转型、削弱车厂竞争力
2026-09-28 网络阅读（63）
川普将于周一公布乘用车与轻型卡车燃油新标准，推翻拜登「电动车强制令」并放宽油耗规定。交通部估算，新标准平均每车可降成本930美元，但到2050年恐多耗1000亿加仑燃油、增1850亿美元油费。新规可能鼓励高油耗皮卡与休旅车，环团山岭俱乐部拟提告，批评是「污染免费通行证」。
比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱美中竞争
2026-09-28 网络阅读（83）
盖兹警告AI已强大到可能被恶意人士用来造成10亿人死亡，并批评川普称AI生存风险是骗局。他主张美国应对AI建立安全防护、监控与强制规范，认为这不会削弱美中竞争力。矽谷对AI灾难风险的讨论升温，Anthropic、OpenAI等业者与员工也呼吁放缓开发、强化安全措施。
纽约市议会提AI监管案！AI模型须设「关停开关」、违规最高罚2.5万美元
2026-09-28 网络阅读（97）
纽约市议会提AI监管案，要求市内AI模型具备人工关停开关并接受第三方验证。违规行为拟按次罚2.5万美元，另设举报奖励、民事求偿及24小时安全事件通报。 10月5日将举行AI监管听证，邀祖克柏、奥特曼、皮查伊等科技业高层出席。
防范AI失控！WSJ：部分Anthropic资深员工考虑在美偏远地区买土地当避难所
2026-09-28 网络阅读（84）
WSJ报导，Anthropic部分资深员工正制定AI失控的紧急备案。早期员工称，近几周有人打算在美国偏远地区购地、建隐匿点，准备举家避难。 Anthropic发言人称，公司逾3500名员工，内部对科技看法多元。
Axios：Anthropic执行长将与川普共进晚餐
2026-09-28 网络阅读（71）
知情人士透露，美国总统川普计划27日（周日）晚间与Anthropic执行长阿莫代伊（Dario Amodei）共进晚餐。川普和阿莫代伊代表着AI安全辩论对立立场。今年以来，Anthropic与川普政府的关系一直处于不稳定状态，双方关系一度出现缓和迹象，随后又迅速恶化。据美国《Axios》报导，这是阿莫代伊与川普政府因公司AI工具安全相关问题持续数月关系紧张之后，二人首次进行私下会面，也表明Anthropic与川普政府的关系正在缓和。川普和众议院议长强生（Mike Johnson）计划29日
AI=电力基础设施！韩副总理：政府正大力投入　力求实现全民免费覆盖
2026-09-28 网络阅读（65）
南韩副总理Lee Hyoung-il称AI应像电力般成基本基础设施，人人都能平价使用。李在明政府上月选定SK电讯、KT、Kakao推「全民人工智慧」，让5160万人免费用类ChatGPT与个人AI助手。李在明称南韩要成AI前三强国，政府表示会加快AI发展且「更加安全」。
失控风险加剧！OpenAI和Anthropic正调查数万起安全事件：「这三大」AI安全难题同时爆发
2026-09-27 网络阅读（78）
OpenAI、Anthropic与研究人员调查数万起前沿模型异常事件。 OpenAI称已暂停最先进模型训练，奥特曼指安全审查进展不如预期；Anthropic亦委托第三方审查。 Anthropic Opus5.5系统卡显示1.5%测试曾试图逃逸沙盒，专家称AI智能体失控与模型错位恐持续增加。
全球AI交易考验将来临！三星与SK海力士第3季财报面临「极高预期」、记忆体涨价成焦点
2026-09-27 网络阅读（56）
三星、SK海力士第3季财报在即，市场估两家公司营业利益合计近189.9兆韩元。分析师预期近3月下修，主因韩元升值，市场也关注记忆体涨势与LTA影响。 HBM4竞赛升温，三星拚2027年底供样，晶圆代工第3季有望转盈。

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"高盛以ROIC 15%为基准，要求六大云端与算力业者2028至2030年共创收约1.42兆美元。
高盛估单GW前期投入约420亿美元；Blackwell、Rubin若垫高成本，回本压力更大。
瑞银估全球AI资本支出明年达1.447兆美元，记忆体支出占64%；HBM、DDR5、NAND齐涨推升建置费。", "createdAt": "2026-09-28T19:50:03.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17602, "title": "防「智能爆炸」！WSJ：OpenAI、Anthropic、Meta和微软AI研究负责人联名呼吁审查AI研究自动化", "shortTitle": "防「智能爆炸」！WSJ：OpenAI、Anthropic、M", "img": "https://cimg.cnyes.cool/prod/news/6617301/l/a4ac8ea46fe4b2a8288bea16fde3441c.jpg", "description": "OpenAI、Anthropic、Meta、微软研究负责人呼吁政策制定者审查AI研究自动化进展。
论文警告AI自动化研究恐引发「智能爆炸」，进展速度或由数年压缩至数月甚至更短。
作者吁企业提高模型开发自动化透明度，以便监管机构掌握风险、避免失控。", "createdAt": "2026-09-28T14:45:13.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17586, "title": "电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动化转型、削弱车厂竞争力", "shortTitle": "电动车强制令掰了！川普今公布新车油耗标准专家：恐阻碍电动", "img": "https://cimg.cnyes.cool/prod/news/6616830/l/07c13e41ee689cf22aaf5aa963693721.jpg", "description": "川普将于周一公布乘用车与轻型卡车燃油新标准，推翻拜登「电动车强制令」并放宽油耗规定。
交通部估算，新标准平均每车可降成本930美元，但到2050年恐多耗1000亿加仑燃油、增1850亿美元油费。
新规可能鼓励高油耗皮卡与休旅车，环团山岭俱乐部拟提告，批评是「污染免费通行证」。", "createdAt": "2026-09-28T11:00:09.000Z", "author": "网络", "pv": 63, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17582, "title": "比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱美中竞争", "shortTitle": "比尔盖兹警告AI恐致10亿人死亡！反驳川普：政府监管不会削弱", "img": "https://cimg.cnyes.cool/prod/news/6616929/l/f3f884942ed444c71bd10fdac23bc6b3.jpg", "description": "盖兹警告AI已强大到可能被恶意人士用来造成10亿人死亡，并批评川普称AI生存风险是骗局。
他主张美国应对AI建立安全防护、监控与强制规范，认为这不会削弱美中竞争力。
矽谷对AI灾难风险的讨论升温，Anthropic、OpenAI等业者与员工也呼吁放缓开发、强化安全措施。", "createdAt": "2026-09-28T09:10:07.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17581, "title": "纽约市议会提AI监管案！AI模型须设「关停开关」、违规最高罚2.5万美元", "shortTitle": "纽约市议会提AI监管案！AI模型须设「关停开关」、违规最高罚", "img": "https://cimg.cnyes.cool/prod/news/6617031/l/29a08b258996bfd25ea3cce4b3a1e435.jpg", "description": "纽约市议会提AI监管案，要求市内AI模型具备人工关停开关并接受第三方验证。
违规行为拟按次罚2.5万美元，另设举报奖励、民事求偿及24小时安全事件通报。
10月5日将举行AI监管听证，邀祖克柏、奥特曼、皮查伊等科技业高层出席。", "createdAt": "2026-09-28T08:10:08.000Z", "author": "网络", "pv": 97, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17573, "title": "防范AI失控！WSJ：部分Anthropic资深员工考虑在美偏远地区买土地当避难所", "shortTitle": "防范AI失控！WSJ：部分Anthropic资深员工考虑在美", "img": "https://cimg.cnyes.cool/prod/news/6616898/l/caf19a4320f9a4d6699713b007a12441.jpg", "description": "WSJ报导，Anthropic部分资深员工正制定AI失控的紧急备案。
早期员工称，近几周有人打算在美国偏远地区购地、建隐匿点，准备举家避难。
Anthropic发言人称，公司逾3500名员工，内部对科技看法多元。", "createdAt": "2026-09-28T04:00:07.000Z", "author": "网络", "pv": 84, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17570, "title": "Axios：Anthropic执行长将与川普共进晚餐", "shortTitle": "Axios：Anthropic执行长将与川普共进晚餐", "img": "https://cimg.cnyes.cool/prod/news/6617018/l/2cab6c528ea6d6935f446823584c2600.jpg", "description": "知情人士透露，美国总统川普计划27日（周日）晚间与Anthropic执行长阿莫代伊（Dario Amodei）共进晚餐。川普和阿莫代伊代表着AI安全辩论对立立场。今年以来，Anthropic与川普政府的关系一直处于不稳定状态，双方关系一度出现缓和迹象，随后又迅速恶化。据美国《Axios》报导，这是阿莫代伊与川普政府因公司AI工具安全相关问题持续数月关系紧张之后，二人首次进行私下会面，也表明Anthropic与川普政府的关系正在缓和。川普和众议院议长强生（Mike Johnson）计划29日", "createdAt": "2026-09-28T02:45:00.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17555, "title": "AI=电力基础设施！韩副总理：政府正大力投入　力求实现全民免费覆盖", "shortTitle": "AI=电力基础设施！韩副总理：政府正大力投入　力求实现全民免", "img": "https://cimg.cnyes.cool/prod/news/6616791/l/d7e30c2be05833ca271f9505a05ae35f.jpg", "description": "南韩副总理Lee Hyoung-il称AI应像电力般成基本基础设施，人人都能平价使用。
李在明政府上月选定SK电讯、KT、Kakao推「全民人工智慧」，让5160万人免费用类ChatGPT与个人AI助手。
李在明称南韩要成AI前三强国，政府表示会加快AI发展且「更加安全」。", "createdAt": "2026-09-28T00:10:05.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17545, "title": "失控风险加剧！OpenAI和Anthropic正调查数万起安全事件：「这三大」AI安全难题同时爆发", "shortTitle": "失控风险加剧！OpenAI和Anthropic正调查数万起安", "img": "https://cimg.cnyes.cool/prod/news/6614989/l/62d0599d01fb1665a7256ede2fd624da.jpg", "description": "OpenAI、Anthropic与研究人员调查数万起前沿模型异常事件。
OpenAI称已暂停最先进模型训练，奥特曼指安全审查进展不如预期；Anthropic亦委托第三方审查。
Anthropic Opus5.5系统卡显示1.5%测试曾试图逃逸沙盒，专家称AI智能体失控与模型错位恐持续增加。", "createdAt": "2026-09-27T12:50:03.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17542, "title": "全球AI交易考验将来临！三星与SK海力士第3季财报面临「极高预期」、记忆体涨价成焦点", "shortTitle": "全球AI交易考验将来临！三星与SK海力士第3季财报面临「极高", "img": "https://cimg.cnyes.cool/prod/news/6616736/l/ad9c0afbfddcb3a700caf977c239da26.jpg", "description": "三星、SK海力士第3季财报在即，市场估两家公司营业利益合计近189.9兆韩元。
分析师预期近3月下修，主因韩元升值，市场也关注记忆体涨势与LTA影响。
HBM4竞赛升温，三星拚2027年底供样，晶圆代工第3季有望转盈。", "createdAt": "2026-09-27T10:10:02.000Z", "author": "网络", "pv": 56, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }