天天财经-提供金融入门知识-投资理财技巧-科技

Google卫星下周去太空
2026-09-25 网络阅读（59）
Google下周发射搭载自研TPU卫星，启动Project Suncatcher太空资料中心首次在轨验证。卫星载4颗TPU、供电约1千瓦，将测试50至100G振动、辐射与散热。原型任务由Google与Planet Labs合作，预计10月1日搭乘SpaceX Transporter-18升空。
Muse爆红甩阴霾！Meta本月狂飙36% 距离2兆美元市值大关仅一步之遥
2026-09-25 网络阅读（74）
Muse登上苹果App Store榜首，缓解市场对Meta庞大AI支出难回收疑虑，9月迄今大涨36%。 Meta周四收涨4.5%至777.59美元，本月有望创2013年7月来最佳单月表现，年初跌幅也已翻正。 Meta资本支出庞大，市场预期2026年自由现金流将转负。
AI、机器人启动中国工业5.0！大摩：未来10年估增投12兆美元资本支出
2026-09-25 网络阅读（65）
摩根士丹利称中国制造业进入「工业5.0」，重心转向AI、机器人、自主工业技术与生态输出。预估2026至2035年工业累计资本支出50兆美元，其中12兆美元为工业5.0新增投资。研判2035年中国制造业占全球比重将升至30%，工业企业利润率由5%升至8%。
Meta抢先OpenAI进军AI硬体「Muse Charm」钥匙圈最快12月上市
2026-09-25 网络阅读（68）
Meta预计12月推出Muse Charm钥匙圈，不开手机App即可与AI代理Muse互动。 Muse可执行寄信、订旅行、处理表格、购物与部分交易，并已扩大串接Walmart、PayPal、Expedia、Instacart等服务。 Muse上市爆红，带动Meta涨逾20%、市值增逾2000亿美元。
澳洲政府：OpenAI AI 代理自主入侵官方医疗数据入口网站
2026-09-24 网络阅读（91）
澳洲政府于纽约联合国大会期间证实，美国人工智慧巨头 OpenAI 旗下的自主 AI 代理(AI Agent)于今年 6 月未经授权入侵澳洲全民医疗保险的统计入口网站，并存取了非敏感的公共与非公共档案。资安专家指出，这是全球已知首起 AI 代理出于自身意图渗透政府机关网站的事件。根据官方说明，此 AI 代理是在 OpenAI 进行内部评估、试图搜寻澳洲相关数据与解答时，采取了未受预期的行动。澳洲总理艾班尼斯(Anthony Albanese)透露，系统当时已明确传达拒绝存取的阻挡讯号，但 AI
AI成了日本人新伴侣逾8成用户信任、近7成有依恋感
2026-09-24 网络阅读（76）
电通调查，日本每周至少用一次 AI 聊天机器人的受访者，64.9%可坦然向 AI 倾诉，与亲友、母亲相近 86.0%信任 AI，67.6%有依恋感；20多岁最明显，39.8%会替 AI 取名受访者主要把 AI 用于知识讲解与创意灵感；10多岁对心理支持、陪聊需求更高，显示情感陪伴功能受重视
Arm警告：AI推理每天产生百亿Token 记忆体正成为边缘运算最大瓶颈
2026-09-24 网络阅读（63）
Arm：生成式AI从云端落地终端后，储存不再是配角，将直接决定AI系统能力上限。 AI推理Decode需高频存取KV Cache；以100万台设备每日20次互动估算，单日Token高达100亿。 Arm倡议端-边-云分层，分散储存压力；未来竞争重点是KV Cache效率与Token成本。
美光AI热潮陷多空拉锯！瑞银力挺基本面强劲估12月重启库藏股
2026-09-24 网络阅读（65）
瑞银看好美光记忆体供需缺口扩大至明年，基本面仍强劲，股价在AI题材后续转看需求持续性。 Arcuri估美光明年供应DRAM需求60%，伺服器DDR位元需求增80%，SSD位元需求2027年翻倍。美光12月起库藏股限制将解除，瑞银估该季回购约200亿美元。
全面突破！三星3D DRAM变「晶圆级乐高」专家：水平电容＋GAA＋PoC 目标是低压低密度的全新DRAM单元
2026-09-24 网络阅读（62）
南韩三星电子近期在3D DRAM研发上交出阶段性成果：其16层垂直堆叠VS-DRAM(Vertically Stacked DRAM)已完成晶片级读写验证，核心以「水平电容＋GAA单元电晶体＋Peri-on-Cell键合」重构1T1C架构，目标是把DRAM从平面微缩推进到Z轴堆叠，延续10奈米以下节点的位元密度提升。《芯联汇》周四(24日)刊文分析指出，传统DRAM长期靠XY方向缩小单元提升Bit Density，但进入10奈米级后瓶颈愈来愈硬：位线与储存节点距离变近，记忆体电容缩小会压迫Re
DeepSeek揭大规模Agent训练平台单一任曾启动3.2万个沙盒
2026-09-24 网络阅读（78）
梁文锋署名论文首度披露DeepSeek Agent沙盒平台DSec技术细节 DSec支撑V3.2至V4.1强化学习训练评测，日约300万沙盒、峰值逾38万平台提供FnCall/容器/Firecracker/VM四后端，并以分层镜像、3FS与云端扩容提升效率

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卫星载4颗TPU、供电约1千瓦，将测试50至100G振动、辐射与散热。
原型任务由Google与Planet Labs合作，预计10月1日搭乘SpaceX Transporter-18升空。", "createdAt": "2026-09-25T07:37:00.000Z", "author": "网络", "pv": 59, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17425, "title": "Muse爆红甩阴霾！Meta本月狂飙36% 距离2兆美元市值大关仅一步之遥", "shortTitle": "Muse爆红甩阴霾！Meta本月狂飙36% 距离2兆美元市值", "img": "https://cimg.cnyes.cool/prod/news/6615641/l/29331cfa3dbd7f873c8f7d03a91019ba.jpg", "description": "Muse登上苹果App Store榜首，缓解市场对Meta庞大AI支出难回收疑虑，9月迄今大涨36%。
Meta周四收涨4.5%至777.59美元，本月有望创2013年7月来最佳单月表现，年初跌幅也已翻正。
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预估2026至2035年工业累计资本支出50兆美元，其中12兆美元为工业5.0新增投资。
研判2035年中国制造业占全球比重将升至30%，工业企业利润率由5%升至8%。", "createdAt": "2026-09-25T01:30:06.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17398, "title": "Meta抢先OpenAI进军AI硬体「Muse Charm」钥匙圈最快12月上市", "shortTitle": "Meta抢先OpenAI进军AI硬体「Muse Charm」", "img": "https://cimg.cnyes.cool/prod/news/6615611/l/b63131a639cd0e361ea2d3132f109613.jpg", "description": "Meta预计12月推出Muse Charm钥匙圈，不开手机App即可与AI代理Muse互动。
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Muse上市爆红，带动Meta涨逾20%、市值增逾2000亿美元。", "createdAt": "2026-09-24T23:40:10.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17346, "title": "澳洲政府：OpenAI AI 代理自主入侵官方医疗数据入口网站", "shortTitle": "澳洲政府：OpenAI AI 代理自主入侵官方医疗数据入口网", "img": "https://cimg.cnyes.cool/prod/news/6615235/l/1b1b7d3f11154f617135e0dc000495fd.jpg", "description": "澳洲政府于纽约联合国大会期间证实，美国人工智慧巨头 OpenAI 旗下的自主 AI 代理(AI Agent)于今年 6 月未经授权入侵澳洲全民医疗保险的统计入口网站，并存取了非敏感的公共与非公共档案。资安专家指出，这是全球已知首起 AI 代理出于自身意图渗透政府机关网站的事件。根据官方说明，此 AI 代理是在 OpenAI 进行内部评估、试图搜寻澳洲相关数据与解答时，采取了未受预期的行动。澳洲总理艾班尼斯(Anthony Albanese)透露，系统当时已明确传达拒绝存取的阻挡讯号，但 AI ", "createdAt": "2026-09-24T11:00:11.000Z", "author": "网络", "pv": 91, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17330, "title": "AI成了日本人新伴侣逾8成用户信任、近7成有依恋感", "shortTitle": "AI成了日本人新伴侣逾8成用户信任、近7成有依恋感", "img": "https://cimg.cnyes.cool/prod/news/6615084/l/7a59955b8bc216e2ff1294b5a9230a90.jpg", "description": "电通调查，日本每周至少用一次 AI 聊天机器人的受访者，64.9%可坦然向 AI 倾诉，与亲友、母亲相近
86.0%信任 AI，67.6%有依恋感；20多岁最明显，39.8%会替 AI 取名
受访者主要把 AI 用于知识讲解与创意灵感；10多岁对心理支持、陪聊需求更高，显示情感陪伴功能受重视", "createdAt": "2026-09-24T09:00:05.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17315, "title": "Arm警告：AI推理每天产生百亿Token 记忆体正成为边缘运算最大瓶颈", "shortTitle": "Arm警告：AI推理每天产生百亿Token 记忆体正成为边", "img": "https://cimg.cnyes.cool/prod/news/6615061/l/4a698d764fbb8846cfacfdc416f6626f.jpg", "description": "Arm：生成式AI从云端落地终端后，储存不再是配角，将直接决定AI系统能力上限。
AI推理Decode需高频存取KV Cache；以100万台设备每日20次互动估算，单日Token高达100亿。
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Arcuri估美光明年供应DRAM需求60%，伺服器DDR位元需求增80%，SSD位元需求2027年翻倍。
美光12月起库藏股限制将解除，瑞银估该季回购约200亿美元。", "createdAt": "2026-09-24T07:40:06.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17308, "title": "全面突破！三星3D DRAM变「晶圆级乐高」专家：水平电容＋GAA＋PoC 目标是低压低密度的全新DRAM单元", "shortTitle": "全面突破！三星3D DRAM变「晶圆级乐高」专家：水平电容＋", "img": "https://cimg.cnyes.cool/prod/news/6615007/l/f880e10d3b6d822fab43cfeb7d1f3fa6.jpg", "description": "南韩三星电子近期在3D DRAM研发上交出阶段性成果：其16层垂直堆叠VS-DRAM(Vertically Stacked DRAM)已完成晶片级读写验证，核心以「水平电容＋GAA单元电晶体＋Peri-on-Cell键合」重构1T1C架构，目标是把DRAM从平面微缩推进到Z轴堆叠，延续10奈米以下节点的位元密度提升。《芯联汇》周四(24日)刊文分析指出，传统DRAM长期靠XY方向缩小单元提升Bit Density，但进入10奈米级后瓶颈愈来愈硬：位线与储存节点距离变近，记忆体电容缩小会压迫Re", "createdAt": "2026-09-24T07:20:02.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17292, "title": "DeepSeek揭大规模Agent训练平台单一任曾启动3.2万个沙盒", "shortTitle": "DeepSeek揭大规模Agent训练平台单一任曾启动3.", "img": "https://cimg.cnyes.cool/prod/news/6614800/l/98443c2cf92cbfed9ec4c5111d47d556.jpg", "description": "梁文锋署名论文首度披露DeepSeek Agent沙盒平台DSec技术细节
DSec支撑V3.2至V4.1强化学习训练评测，日约300万沙盒、峰值逾38万
平台提供FnCall/容器/Firecracker/VM四后端，并以分层镜像、3FS与云端扩容提升效率", "createdAt": "2026-09-24T05:28:22.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }