天天财经-提供金融入门知识-投资理财技巧-科技

Anthropic首度公开3大AI发展指标！算力6%投入AI安全响应阿莫戴减速诉求
2026-09-18 网络阅读（65）
Anthropic周四(17日)公布三项新指标，表示这些指标可协助人工智慧(AI)公司监测AI发展速度，这与几天前执行长阿莫戴(Dario Amodei)对业界协调放慢AI发展速度的说法相呼应。 Anthropic在部落格文章中表示，是在衡量AI主导的研发活动、AI代理人的监督，以及Anthropic内部的算力配置之后，公布衡量模型开发速度的方法，希望鼓励其他组织采取相同做法。这些指标建立在阿莫戴上周六公布的三阶段「放慢发展」计划上，但当时对实际执行方式的具体细节并未多着墨。 Anthropi
中国车便宜30%-40% 川普放话欢迎赴美设厂现代汽车CEO警告：没有防线恐重演欧洲局面
2026-09-18 网络阅读（62）
现代汽车(HYMTF-US)执行长穆诺兹(Jose Munoz)警告, 如果美国政府未维持关税及其他市场准入限制, 美国可能重演欧洲汽车市场遭中国品牌快速攻占的局面。中国车厂凭借低价及快速提升的技术能力, 已在欧洲取得愈来愈大的市场份额, 若华府放宽相关防线, 中国汽车可能快速进入美国市场。穆诺兹周四接受访问时表示, 中国汽车在义大利、西班牙及法国等部分市场的售价, 比竞争对手低约30%至40%。他认为, 即使欧洲已对中国制电动车采取关税或最低价格承诺等贸易措施, 中国车厂仍持续扩大市场份额,
谷歌Gemini 4 Pro疑偷跑四大跑分全面领先Astra、Fable
2026-09-18 网络阅读（62）
Google(GOOGL-US)下一代旗舰模型Gemini 4 Pro疑似已「偷跑」上线。流出的基准测试显示，该模型在程式编码、AI代理、推理及电脑操作等多项能力上，均领先OpenAI Astra与Anthropic Fable 5.1，引发AI圈高度关注。近日，AI模型竞技场Arena出现一款名为「gemini-3.8-flash」的匿名模型，经多名开发者实测后，被认为极可能是Gemini 4 Pro的早期版本。 Google上一次大幅更新Gemini Pro系列，已是7个月前推出的Gemi
防范AI算力垄断！桥水基金：应该对巨头设「系统重要性」监管及算力持有上限
2026-09-18 网络阅读（79）
随着AI产业加速向重量级企业集中，AI监管焦点正从模型安全、资料使用延伸至算力基础设施。对此专家表示，AI算力高度集中，算力已成模型训练运作不可或缺的基础资源，这些企业可被视为「系统重要性机构」。美国科技媒体《The Information》报导，桥水基金投资长Greg Jensen表示，全球主要AI算力持有者需要接受类似大型金融机构的额外监管。 Jensen提出，若一家企业控制美国或全球5%以上的算力资源，可考虑认定为「系统重要性机构」，并实施更严格监管。他建议采取类似系统重要性银行的监理
美光今年狂飙226%！分析师：下一波涨势靠「估值重估」
2026-09-18 网络阅读（67）
美光科技(MU-US)股价今年已大涨226%，但未来推动股价动能的因素，可能与迄今带动该股跻身人工智慧(AI)赢家行列的因素不同。惊人的获利成长一直是美光股价飙升的主要推手。事实上，美光股票一直以「便宜」著称，目前股价相对于下一个日历年预估获利的本益比仅5.77倍，是标普500指数成分股中第五低的估值倍数。不过，TD Cowen分析师Krish Sankar指出，有理由相信美光股价很快可能获得更高的本益比。他认为，这种「估值重估」的力量可能推动股价进一步上涨，而此时投资人可能开始担心，美光的
英王查尔斯三世召集AI巨头峰会呼吁负责人管控技术
2026-09-17 网络阅读（61）
英国国王查尔斯三世(King Charles III)周四(17日)订于苏格兰邓弗里斯宫，召开高阶人工智慧(AI)论坛。出席者包括辉达(NVDA-US)执行长黄仁勋、OpenAI 财务长 Sarah Friar、Google DeepMind 共同创办人 Demis Hassabis、Anthropic 高层代表，以及英国 AI 部长 Kanishka Narayan 等人。查尔斯三世在预备演讲稿中向科技领袖表示：「世界上珍视人性与道德价值的人们，正焦虑地寻求诸位保证，确保我们不会失去对自身命
抗升息利空！光通讯股Lumentum、Coherent逆势大涨资金押注AI实体订单
2026-09-17 网络阅读（76）
美国联准会(Fed)周三(16日)升息让美股走势低迷，但光通讯巨头却逆势成为标普500领涨股，Lumentum(LITE-US)与Coherent(COHR-US)分别收高9.6%与6.9%，代表投资人仍看好人工智慧(AI)硬体产业中那些已有确实需求的领域。 Direxion资本市场主管Jake Behan说：「交易员正将资金押注在供应链中需求确实存在的部分，他们偏好支出已经确定的领域。」光通讯成AI资料中心领域重要受惠者 PurePlay ETFs执行长Joseph DeYonker表示，A
升腾960提前明年Q1上市！华为：首个采用NPO技术的升腾960超节点明年Q3上市未来晶片一年一代演进
2026-09-17 网络阅读（83）
中国科技巨擘华为今(17)日在2026华为全联接大会上发布升腾960超节点，明年第三季上市，华为副董事长、轮值董事长汪涛称其是全球首个应用近封装光学(NPO)技术的超节点，可支撑10兆参数大模型开展大规模训练与推理，面向超大规模AI基础设施进一步补齐高速互联能力。根据介绍，升腾960单超节点规模达4096卡，依托灵衢(UnifiedBus)架构与Hi-ONE光引擎实现全节点高速互联，RTT时延低至2微秒，为当前业界最大规模超节点之一。NPO方案将光引擎靠近主晶片封装，减少传统可插拔光模组与长距
时隔15年重返伺服器市场！苹果拟推M8 Ultra并考虑引入辉达互联技术大行激辩苹果AI算力野心
2026-09-17 网络阅读（68）
外媒最新报导指出，苹果正评估进军企业级AI伺服器市场，打算以自研M系列Ultra晶片为核心，搭配辉达网络设备，面向AI开发者、企业与政府客户销售本地推理整机，产品最快2029年面世，但仍可能取消，也不排除最终不用辉达方案。美国科技媒体《The Information》引述知情人士报导，苹果AI伺服器方案分为两档：低配整合两颗尚未发布的M8 Ultra，高配四颗M8 Ultra组成运算集群；多晶片互联正与辉达洽谈采用NVLink Fusion，包含交换器、晶粒与配套软体，以解决机架内高速协同。
川普科技顾问：AI安全担忧是「套路」　不需要新的监管法规
2026-09-17 网络阅读（76）
美国总统川普的外部科技顾问David Sacks周三(16日)表示，大众对AI的担忧主要源于宣称活动和媒体报导，这与川普本周稍早淡化新的AI监管呼声的言论相呼应。Sack是白宫科技顾问委员会的联合主席，该委员会由行业高管和风险投资家组成。关于AI可能带来的潜在危险，大众警觉性正不断上升。Anthropic公司研究员Jacob·Coxon表示，他已辞职，部分原因是「开发AI的人严肃地认为，到本十年末，AI可能会将我们全部消灭」。当谈到人们对AI对美国社会影响的担忧时，Sacks说

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"description": "Anthropic周四(17日)公布三项新指标，表示这些指标可协助人工智慧(AI)公司监测AI发展速度，这与几天前执行长阿莫戴(Dario Amodei)对业界协调放慢AI发展速度的说法相呼应。 Anthropic在部落格文章中表示，是在衡量AI主导的研发活动、AI代理人的监督，以及Anthropic内部的算力配置之后，公布衡量模型开发速度的方法，希望鼓励其他组织采取相同做法。这些指标建立在阿莫戴上周六公布的三阶段「放慢发展」计划上，但当时对实际执行方式的具体细节并未多着墨。 Anthropi", "createdAt": "2026-09-18T06:10:05.000Z", "author": "网络", "pv": 65, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16459, "title": "中国车便宜30%-40% 川普放话欢迎赴美设厂现代汽车CEO警告：没有防线恐重演欧洲局面", "shortTitle": "中国车便宜30%-40% 川普放话欢迎赴美设厂现代汽车CE", "img": "https://cimg.cnyes.cool/prod/news/6609978/l/2682e5f498dcbc6e1907e9ad24f0edf0.jpg", "description": "现代汽车(HYMTF-US)执行长穆诺兹(Jose Munoz)警告, 如果美国政府未维持关税及其他市场准入限制, 美国可能重演欧洲汽车市场遭中国品牌快速攻占的局面。中国车厂凭借低价及快速提升的技术能力, 已在欧洲取得愈来愈大的市场份额, 若华府放宽相关防线, 中国汽车可能快速进入美国市场。穆诺兹周四接受访问时表示, 中国汽车在义大利、西班牙及法国等部分市场的售价, 比竞争对手低约30%至40%。他认为, 即使欧洲已对中国制电动车采取关税或最低价格承诺等贸易措施, 中国车厂仍持续扩大市场份额,", "createdAt": "2026-09-18T04:43:25.000Z", "author": "网络", "pv": 62, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": 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"英国国王查尔斯三世(King Charles III)周四(17日)订于苏格兰邓弗里斯宫，召开高阶人工智慧(AI)论坛。出席者包括辉达(NVDA-US)执行长黄仁勋、OpenAI 财务长 Sarah Friar、Google DeepMind 共同创办人 Demis Hassabis、Anthropic 高层代表，以及英国 AI 部长 Kanishka Narayan 等人。查尔斯三世在预备演讲稿中向科技领袖表示：「世界上珍视人性与道德价值的人们，正焦虑地寻求诸位保证，确保我们不会失去对自身命", "createdAt": "2026-09-17T12:20:06.000Z", "author": "网络", "pv": 61, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16284, "title": "抗升息利空！光通讯股Lumentum、Coherent逆势大涨资金押注AI实体订单", "shortTitle": "抗升息利空！光通讯股Lumentum、Coherent逆势大", "img": "https://cimg.cnyes.cool/prod/news/6608604/l/3ea46f370a522b023019f34e19f77f5f.jpg", "description": "美国联准会(Fed)周三(16日)升息让美股走势低迷，但光通讯巨头却逆势成为标普500领涨股，Lumentum(LITE-US)与Coherent(COHR-US)分别收高9.6%与6.9%，代表投资人仍看好人工智慧(AI)硬体产业中那些已有确实需求的领域。 Direxion资本市场主管Jake Behan说：「交易员正将资金押注在供应链中需求确实存在的部分，他们偏好支出已经确定的领域。」光通讯成AI资料中心领域重要受惠者 PurePlay ETFs执行长Joseph DeYonker表示，A", "createdAt": "2026-09-17T07:00:06.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16268, "title": "升腾960提前明年Q1上市！华为：首个采用NPO技术的升腾960超节点明年Q3上市未来晶片一年一代演进", "shortTitle": "升腾960提前明年Q1上市！华为：首个采用NPO技术的升腾9", "img": "https://cimg.cnyes.cool/prod/news/6608881/l/6b14c3625ef5df1dddc9cf7b47bdc1ef.jpg", "description": "中国科技巨擘华为今(17)日在2026华为全联接大会上发布升腾960超节点，明年第三季上市，华为副董事长、轮值董事长汪涛称其是全球首个应用近封装光学(NPO)技术的超节点，可支撑10兆参数大模型开展大规模训练与推理，面向超大规模AI基础设施进一步补齐高速互联能力。根据介绍，升腾960单超节点规模达4096卡，依托灵衢(UnifiedBus)架构与Hi-ONE光引擎实现全节点高速互联，RTT时延低至2微秒，为当前业界最大规模超节点之一。NPO方案将光引擎靠近主晶片封装，减少传统可插拔光模组与长距", "createdAt": "2026-09-17T05:00:04.000Z", "author": "网络", "pv": 83, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16220, "title": "时隔15年重返伺服器市场！苹果拟推M8 Ultra并考虑引入辉达互联技术大行激辩苹果AI算力野心", "shortTitle": "时隔15年重返伺服器市场！苹果拟推M8 Ultra并考虑引入", "img": "https://cimg.cnyes.cool/prod/news/6608623/l/b7427c16a1b25b8e797aff437ea7417b.jpg", "description": "外媒最新报导指出，苹果正评估进军企业级AI伺服器市场，打算以自研M系列Ultra晶片为核心，搭配辉达网络设备，面向AI开发者、企业与政府客户销售本地推理整机，产品最快2029年面世，但仍可能取消，也不排除最终不用辉达方案。美国科技媒体《The Information》引述知情人士报导，苹果AI伺服器方案分为两档：低配整合两颗尚未发布的M8 Ultra，高配四颗M8 Ultra组成运算集群；多晶片互联正与辉达洽谈采用NVLink Fusion，包含交换器、晶粒与配套软体，以解决机架内高速协同。 ", "createdAt": "2026-09-17T01:20:36.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 16214, "title": "川普科技顾问：AI安全担忧是「套路」　不需要新的监管法规", "shortTitle": "川普科技顾问：AI安全担忧是「套路」　不需要新的监管法规", "img": "https://cimg.cnyes.cool/prod/news/6608648/l/e11f268b1ddcb3f577fca74152599be2.jpg", "description": "美国总统川普的外部科技顾问David Sacks周三(16日)表示，大众对AI的担忧主要源于宣称活动和媒体报导，这与川普本周稍早淡化新的AI监管呼声的言论相呼应。Sack是白宫科技顾问委员会的联合主席，该委员会由行业高管和风险投资家组成。关于AI可能带来的潜在危险，大众警觉性正不断上升。Anthropic公司研究员Jacob·Coxon表示，他已辞职，部分原因是「开发AI的人严肃地认为，到本十年末，AI可能会将我们全部消灭」。当谈到人们对AI对美国社会影响的担忧时，Sacks说", "createdAt": "2026-09-17T00:20:02.000Z", "author": "网络", "pv": 76, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }