天天财经-提供金融入门知识-投资理财技巧-科技

中国AI大模型全球下载突破百亿次算力生态同步扩张
2026-07-31 网络阅读（109）
中国人工智慧产业自主创新持续加速，中国国家发展改革委表示，今年上半年中国 AI 产业在算力、模型及应用等多个环节取得快速突破，其中国产大模型全球总下载量已突破 100 亿次，国产模型与国产算力晶片适配进程也持续推进。国家发展改革委政策研究室主任、委新闻发言人蒋毅指出，今年上半年中国人工智慧自主创新步伐加快，已在全产业链多个环节实现突破。其中，在算力基础设施方面，首个全国产 10 万卡人工智慧超集群正式投入运行，截至 6 月底，全国智慧算力规模已达去年同期的 2.8 倍。在模型能力方面，深度求
马斯克：AI综合智力5年内超越人类美无法阻止中国成为领跑者
2026-07-31 网络阅读（93）
特斯拉执行长马斯克近日在德州超级工厂接受《经济学人》主编 Zanny Minton Beddos 专访时表示，AI 综合智力约 5 年内将超越全人类总和，「除成为人类本身外，几乎无所不能」，而中国极大机率在 AI 领域领跑。他并指出，到 2036 年，AI 与机器人带动物资服务近乎无限供给，传统货币「不再重要」，工作蜕变为「在自家花园种菜」式的个人爱好，人类迈入全民高收入时代。马斯克还预测，3 年内机器人外科医生水准超过顶尖人类医师。谈及中美竞速，马斯克直言美国对中国晶片与模型出口管制「完全
中美抢攻AI算力高地！彭博：DeepSeek计划在内蒙古建一座1GW级AI资料中心
2026-07-31 网络阅读（116）
外媒最新报导指出，DeepSeek 打算在内蒙古乌兰察布建设一座 1GW 级 AI 资料中心，并计划透过租赁其他公司的设施来确保运算能力。乌兰察布之所以被选中，是因其在电力和冷却成本方面具有优势。当地年均气温约摄氏 4 度。《彭博资讯》今 (31) 日引述消息人士报导，DeepSeek 资料中心部分算力将于 2027 年底或 2028 年初投入运作，但目前尚不清楚该专案将使用哪些晶片，但这显示中国 AI 公司现在有能力像矽谷同行一样，投资兴建超大规模的 AI 基础设施。据悉，DeepSeek
长鑫科技早盘暴涨近13% 市值突破4兆
2026-07-31 网络阅读（117）
据《财联社》报导，中国最大 DRAM 制造商长鑫科技 31 日（周五）继续冲高，盘中涨近 13%，总市值突破人民币（下同）4 兆。
报复性反弹！微软亚马逊财报救援韩股暴冲16%创纪录日股狂飙3400点
2026-07-31 网络阅读（100）
日韩股市周五 (31 日) 强劲反弹，摆脱本周稍早重挫走势，主因大型科技公司持续扩大投资计划，重新点燃市场对人工智慧 (AI) 题材的信心。南韩 Kospi 指数开高，一度大涨 16%，创历来最大涨幅，从先前连三日暴跌中大幅反弹，期间一度启动暂停程式化买盘的机制。投资人振奋之下，MSCI 亚太指数上涨 2%，连续第二个交易日上扬。日股日经 225 指数早盘上涨 5.5% 或 3400 点，暂报 65290.84 点。日元周四在政府疑似干预的支撑下弹升，投资人聚焦周五稍晚将公布的日本央行 (日
欧盟启动「AI超级工厂」建设计划公共资金支持达115亿美元
2026-07-31 网络阅读（89）
欧盟已启动招标，邀请企业申请建设最多七座由公共资金支持的人工智慧（AI）资料中心，以推进欧盟减少对海外技术依赖的战略。
从估值11亿美元独角兽到破产清算 Vicarious Surgical为医疗机器人产业敲响警钟
2026-07-30 网络阅读（119）
曾在资本市场风光无限的手术机器人新创公司 Vicarious Surgical，于 2026 年 7 月画下句点。公司董事会提议并经由股东会投票通过解散计划，启动资产清算程序。
SemiAnalysis：AWS、Meta推行模组化技术资料中心建设工期缩短36%
2026-07-30 网络阅读（99）
研究机构 SemiAnalysis 在最新报告中指出，从超大规模云端服务商 (Hyperscalers) 到 AI 实验室，模组化建设已成为快速交付算力的预设方案，其建设周期可缩短约 36%(约 7 至 9 个月)，且每兆瓦
日经：SpaceX严审供应链要求全面排除中国籍员工设备
2026-07-30 网络阅读（97）
多名消息人士透露，美国太空探索技术公司（SpaceX）正采取措施，确保在营运和供应链中不受任何中国因素影响。
特斯拉全球第1,000万辆电动车下线上海超级工厂上半年产量创新高
2026-07-30 网络阅读（96）
特斯拉官方 30 日（周四）宣布全球第 1,000 万辆电动车在弗里蒙特工厂正式下线，特斯拉成为全球首家累计生产 1,000 万辆电动车的企业。

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