天天财经-提供金融入门知识-投资理财技巧-科技

事发3个月后才通知！OpenAI智能体入侵政府资料库澳总理：通报流程与方式「不可接受」
2026-09-24 网络阅读（74）
人在纽约出席第81届联合国大会的澳洲总理阿尔巴尼斯周三(23日)证实，OpenAI旗下一款AI智能体于6月18日未经授权访问了澳洲政府医疗统计入口网站，读取了公共及非公共文件，这可能是已知首例AI智能体入侵政府网站的事件，也引发外界对开发者能否有效控制这项技术的担忧。核心争议在于通报时差。阿尔巴尼斯指出，OpenAI直到8月才在对AI模型活动进行全面检查时发现此次异常活动，但直到9月10日才通过电子邮件联系澳洲民政服务部(Services Australia)告知此事。阿尔巴尼斯也已跟Open
全球首例！英国银行用代币化存款完成跨行交易区块链支付迈向商用
2026-09-24 网络阅读（65）
英国主要银行完成全球首批利用代币化存款进行银行间资金转移的交易，代表区块链技术从银行内部测试进一步跨越至金融机构之间的实际应用。Lloyds Banking Group (LYG-US)、NatWest Group (NWG-US)及Barclays (BCS-US)已利用代币化存款完成两笔房贷交易，另有包括HSBC (HSBC-US)在内的3家银行，本周完成一笔模拟线上购物的点对点支付交易。这些交易是英国金融业协会UK Finance推动的「英国代币化存款计划(Great British T
Meta智慧眼镜阵容大扩充！无相机版登场、三代支援Muse AI与助听功能
2026-09-24 网络阅读（83）
Meta推首款无相机智慧眼镜Ray-Ban Meta Audio，售349美元、10月3日出货，强调隐私与最长12小时续航。第三代Ray-Ban Meta售449美元起，支援Muse助理，续航升至9小时，并改善麦克风与配戴舒适度。 Meta同步更新软体与助听器功能，显示器眼镜新增多项用途。
Meta Muse爆红却遭亚马逊封锁 AI购物代理人掀平台控制权之争
2026-09-24 网络阅读（81）
Meta个人AI代理Muse两周内推升Meta股价逾20%，App Store美国免费榜一度超越ChatGPT。 Amazon封锁Muse代替购物，指其未授权存取电商网站，且有资安、凭证与隐私风险。 Shopify改采合作，让Muse可用Shop Pay结帐；AI代理恐重塑电商、金融与旅游入口。
3奈米产能不足+FEC算法漏洞！专家：1.6T光模组供应为主要瓶颈　供需缺口至少持续至2027下半年
2026-09-24 网络阅读（76）
野村指1.6T光模组DSP受3奈米制程限制，缺口恐延续至明年H2，今年缺口逾2千万颗。 800G DSP采7奈米、5奈米，供给较充裕；800G已成出货主力，1.6T仍处送样与小批量导入。 FEC漏洞与高速介面相容性也压抑供给，产业供应向头部集中，NPO/CPO与TIA/Driver成后续观察重点。
短缺不是短期！小摩：HBM规格降级是市场误读 2026-2028年需求复合成长率仍达63%
2026-09-24 网络阅读（78）
针对近期市场对HBM规格下调的担忧，摩根大通(下称小摩)在9月更新的HBM记忆体产业研报中明确指出，即便出现降级，2026至2028年HBM比特需求复合增速仍达63%，产业始终处于供给短缺状态，价格上行趋势延续，记忆体类股仍具投资价值。此一判断与上月报告中「超级周期可能延续至2028年」的框架保持一致。 HBM规格下调改变的是产品组合，而非需求总量。小摩上调2026-2027年HBM需求、2028年需求下调，三年累计位元需求总量基本维持在1630亿Gb不变。供需紧缺率从-20%小幅改善至-16%
重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSSD需求，2027年NAND缺口将扩至6.1%
2026-09-23 网络阅读（146）
花旗周二(22日)发布全球半导体研报提出一条新的记忆体周期叙事：AI正从「训练完成即参数固定」的典范转向持续学习(continual learning)，这一变化不仅擡升HBM需求，更将记忆体变成AI推理侧的刚需，进而把企业级SSD(eSSD)推入高景气区间。花旗预测，2027年eSSD需求年增52.9%，整体SSD需求成长率约45.0%，NAND市场则将在2027、2028年分别出现6.1%、5.5%的供需缺口。需求端的核心变数是「资料必须被记住」，持续学习要求AI系统在使用过程中不断吸收
马斯克：20年后可能有1,000亿台人形机器人
2026-09-23 网络阅读（67）
美国电动车大厂特斯拉（Tesla）(TSLA-US) 执行长马斯克接受《央视》专访，谈及机器人，他认为未来每个人都能拥有专属机器人，这些机器人可以照料年迈父母，看护孩童，还能担任孩子一对一私教，承担各类工作。马斯克说，未来一个人可以操控成百上千台甚至上万台实体机器人和数位智慧体。「我的预测是十年内至少有10亿台人形机器人，未来15年或许达到100亿台，未来20年可能达到1,000亿台。」马斯克说。
Meta Muse爆红颠覆消费习惯？AI代理人帮管钱与订房华尔街急抛金融旅游股
2026-09-23 网络阅读（78）
Meta新AI代理Muse带动科技股续演AI热潮，那斯达克创新高金融股周二遭抛售，标普500金融类股跌2%，嘉信理财、LPL、Raymond James、Ameriprise跌逾5% 摩根大通跌3.4%、富国跌3.9%，Banking、Booking Holdings与Allstate等同步受压
同日推低价版模型 OpenAI、Anthropic价格战开打
2026-09-23 网络阅读（76）
Anthropic推Claude Opus 5.5，使用成本较前代降约40%。 OpenAI同日推ChatGPT-6低价版Sol、Luna，定价较ChatGPT-5.6降50%。美国AI实验室竞争转向价格与性能比拚，争取成本敏感企业客户。

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"description": "人在纽约出席第81届联合国大会的澳洲总理阿尔巴尼斯周三(23日)证实，OpenAI旗下一款AI智能体于6月18日未经授权访问了澳洲政府医疗统计入口网站，读取了公共及非公共文件，这可能是已知首例AI智能体入侵政府网站的事件，也引发外界对开发者能否有效控制这项技术的担忧。核心争议在于通报时差。阿尔巴尼斯指出，OpenAI直到8月才在对AI模型活动进行全面检查时发现此次异常活动，但直到9月10日才通过电子邮件联系澳洲民政服务部(Services Australia)告知此事。阿尔巴尼斯也已跟Open", "createdAt": "2026-09-24T01:40:03.000Z", "author": "网络", "pv": 74, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17239, "title": "全球首例！英国银行用代币化存款完成跨行交易区块链支付迈向商用", "shortTitle": "全球首例！英国银行用代币化存款完成跨行交易区块链支付迈向商", "img": "https://cimg.cnyes.cool/prod/news/6614654/l/095d93d4bb98b1d671f1534b647dd775.jpg", "description": "英国主要银行完成全球首批利用代币化存款进行银行间资金转移的交易，代表区块链技术从银行内部测试进一步跨越至金融机构之间的实际应用。Lloyds Banking Group (LYG-US)、NatWest Group (NWG-US)及Barclays (BCS-US)已利用代币化存款完成两笔房贷交易，另有包括HSBC (HSBC-US)在内的3家银行，本周完成一笔模拟线上购物的点对点支付交易。这些交易是英国金融业协会UK Finance推动的「英国代币化存款计划(Great British T", "createdAt": "2026-09-24T00:47:53.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17224, "title": "Meta智慧眼镜阵容大扩充！无相机版登场、三代支援Muse AI与助听功能", "shortTitle": "Meta智慧眼镜阵容大扩充！无相机版登场、三代支援Muse ", "img": "https://cimg.cnyes.cool/prod/news/6614647/l/1ff2f95ca85fa0187149a9d8a5469eba.jpg", "description": "Meta推首款无相机智慧眼镜Ray-Ban Meta Audio，售349美元、10月3日出货，强调隐私与最长12小时续航。
第三代Ray-Ban Meta售449美元起，支援Muse助理，续航升至9小时，并改善麦克风与配戴舒适度。
Meta同步更新软体与助听器功能，显示器眼镜新增多项用途。", "createdAt": "2026-09-24T00:10:02.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17225, "title": "Meta Muse爆红却遭亚马逊封锁 AI购物代理人掀平台控制权之争", "shortTitle": "Meta Muse爆红却遭亚马逊封锁 AI购物代理人掀平台控", "img": "https://cimg.cnyes.cool/prod/news/6614623/l/14916ca1513508d86b85b90fbd64e112.jpg", "description": "Meta个人AI代理Muse两周内推升Meta股价逾20%，App Store美国免费榜一度超越ChatGPT。
Amazon封锁Muse代替购物，指其未授权存取电商网站，且有资安、凭证与隐私风险。
Shopify改采合作，让Muse可用Shop Pay结帐；AI代理恐重塑电商、金融与旅游入口。", "createdAt": "2026-09-23T23:50:05.000Z", "author": "网络", "pv": 81, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17226, "title": "3奈米产能不足+FEC算法漏洞！专家：1.6T光模组供应为主要瓶颈　供需缺口至少持续至2027下半年", "shortTitle": "3奈米产能不足+FEC算法漏洞！专家：1.6T光模组供应为主", "img": "https://cimg.cnyes.cool/prod/news/6614058/l/5cd6cd2f257f4ff349a03dbfdb135394.jpg", "description": "野村指1.6T光模组DSP受3奈米制程限制，缺口恐延续至明年H2，今年缺口逾2千万颗。
800G DSP采7奈米、5奈米，供给较充裕；800G已成出货主力，1.6T仍处送样与小批量导入。
FEC漏洞与高速介面相容性也压抑供给，产业供应向头部集中，NPO/CPO与TIA/Driver成后续观察重点。", "createdAt": "2026-09-23T23:40:03.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17222, "title": "短缺不是短期！小摩：HBM规格降级是市场误读 2026-2028年需求复合成长率仍达63%", "shortTitle": "短缺不是短期！小摩：HBM规格降级是市场误读 2026-2", "img": "https://cimg.cnyes.cool/prod/news/6614028/l/61a32b7695f7d8b9dd7b09090845077b.jpg", "description": "针对近期市场对HBM规格下调的担忧，摩根大通(下称小摩)在9月更新的HBM记忆体产业研报中明确指出，即便出现降级，2026至2028年HBM比特需求复合增速仍达63%，产业始终处于供给短缺状态，价格上行趋势延续，记忆体类股仍具投资价值。此一判断与上月报告中「超级周期可能延续至2028年」的框架保持一致。 HBM规格下调改变的是产品组合，而非需求总量。小摩上调2026-2027年HBM需求、2028年需求下调，三年累计位元需求总量基本维持在1630亿Gb不变。供需紧缺率从-20%小幅改善至-16%", "createdAt": "2026-09-23T23:10:04.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17156, "title": "重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSSD需求，2027年NAND缺口将扩至6.1%", "shortTitle": "重申买进三星、SK海力士！花旗：AI「持续学习」将引爆eSS", "img": "https://cimg.cnyes.cool/prod/news/6614027/l/8feacf43dbee372501ca2e65d0e8445d.jpg", "description": "花旗周二(22日)发布全球半导体研报提出一条新的记忆体周期叙事：AI正从「训练完成即参数固定」的典范转向持续学习(continual learning)，这一变化不仅擡升HBM需求，更将记忆体变成AI推理侧的刚需，进而把企业级SSD(eSSD)推入高景气区间。花旗预测，2027年eSSD需求年增52.9%，整体SSD需求成长率约45.0%，NAND市场则将在2027、2028年分别出现6.1%、5.5%的供需缺口。需求端的核心变数是「资料必须被记住」，持续学习要求AI系统在使用过程中不断吸收", "createdAt": "2026-09-23T09:00:06.000Z", "author": "网络", "pv": 146, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17110, "title": "马斯克：20年后可能有1,000亿台人形机器人", "shortTitle": "马斯克：20年后可能有1,000亿台人形机器人", "img": "https://cimg.cnyes.cool/prod/news/6613888/l/d54ff7c1ccf57f921adb71b10561d92f.jpg", "description": "美国电动车大厂特斯拉（Tesla）(TSLA-US) 执行长马斯克接受《央视》专访，谈及机器人，他认为未来每个人都能拥有专属机器人，这些机器人可以照料年迈父母，看护孩童，还能担任孩子一对一私教，承担各类工作。马斯克说，未来一个人可以操控成百上千台甚至上万台实体机器人和数位智慧体。「我的预测是十年内至少有10亿台人形机器人，未来15年或许达到100亿台，未来20年可能达到1,000亿台。」马斯克说。  ", "createdAt": "2026-09-23T04:21:49.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17111, "title": "Meta Muse爆红颠覆消费习惯？AI代理人帮管钱与订房华尔街急抛金融旅游股", "shortTitle": "Meta Muse爆红颠覆消费习惯？AI代理人帮管钱与订房 ", "img": "https://cimg.cnyes.cool/prod/news/6613600/l/4ca56266fff63d6b718374ae6bce9e1d.jpg", "description": "Meta新AI代理Muse带动科技股续演AI热潮，那斯达克创新高
金融股周二遭抛售，标普500金融类股跌2%，嘉信理财、LPL、Raymond James、Ameriprise跌逾5%
摩根大通跌3.4%、富国跌3.9%，Banking、Booking Holdings与Allstate等同步受压", "createdAt": "2026-09-23T04:00:18.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 17095, "title": "同日推低价版模型 OpenAI、Anthropic价格战开打", "shortTitle": "同日推低价版模型 OpenAI、Anthropic价格战开打", "img": "https://cimg.cnyes.cool/prod/news/6613663/l/b020d1a4747530f4ae67bcbd698791ca.jpg", "description": "Anthropic推Claude Opus 5.5，使用成本较前代降约40%。
OpenAI同日推ChatGPT-6低价版Sol、Luna，定价较ChatGPT-5.6降50%。
美国AI实验室竞争转向价格与性能比拚，争取成本敏感企业客户。", "createdAt": "2026-09-23T02:40:50.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }