天天财经-提供金融入门知识-投资理财技巧-科技

转向轻资产！FT：亚马逊打算将80亿美元辉达AI晶片转入SPV并回租
2026-10-02 网络阅读（60）
亚马逊拟透过新设SPV，向外部投资人出售约80亿美元辉达Blackwell晶片。该方案将美国资料中心数千颗Blackwell晶片分拆至SPV，再由亚马逊回租，并拟提供SPV最多10%股权。市场预期SPV可获投资级评等，吸引保险公司、退休基金等资金，助亚马逊采更轻资产营运。
看好AI资料中心需求！东芝时隔五年大规模扩产 2027年前HDD产能翻倍
2026-10-02 网络阅读（73）
日经新闻(Nikkei)报导，随着人工智慧(AI)热潮推升储存需求，东芝正扩大相关产能，计划在2027年度前把用于AI资料中心的硬碟机(HDD)产能提高一倍。根据报导，东芝将投资约600亿日元(3.8亿美元)，扩建位于菲律宾的HDD制造设施，这也是东芝约五年来首度进行大规模的硬碟相关投资。东芝是全球三大HDD制造商之一，另外两家为美国的威腾(Western Digital)(WDC-US)与希捷科技(Seagate)(STX-US)。根据报导，东芝的中期目标是把以储存容量计算的市占率，从目前
中东紧张加剧！增兵1万+1艘航母不够　美急向沙国、卡达增派「爱国者」护油气设施
2026-10-02 网络阅读（54）
美军9月增派「爱国者」系统至沙国、卡达，护卫石油与天然气设施。美方称部署是为因应美伊冲突升级，安抚两国对能源基础设施遭报复的忧虑。五角大厦同步增派「罗斯福号」航舰打击群等约9000至1万人，中东兵力恐逾5万。
不灭火改「丢包」！Stellantis专利：电池过热直接整包脱落还能继续行驶
2026-10-02 网络阅读（71）
Stellantis旗下FCA US公开「车辆高压电池快速释放系统」专利，主打电池过热、受损时可快速脱离车身。专利于9月17日由美国专利商标局公布，驾驶、乘客或救援人员可透过车内、后备厢等多处开关启动。电池包分离后车辆以12V蓄电池供电驶离风险区，降低起火风险；目前技术仍在专利阶段。
祖克柏步步进逼苹果帝国
2026-10-02 网络阅读（78）
Meta推 Muse、智慧眼镜与钥匙圈，挑战苹果以 iPhone 为中心的生态系。 Muse 9月8日上线，前两周下载量达250万次，并可串接 Shopify Shop Pay、Expedia、PayPal。分析师指 AI 代理商务恐削弱 Apple Pay 与 App掌控，苹果应强化 Siri。
美军捉拿马杜洛前川普特地问了AI数小时
2026-10-02 网络阅读（67）
川普传与马斯克秘密会晤，并和Grok交谈数小时，询问绑架马杜洛后委内瑞拉人潜在反应。 Grok称马杜洛是极不受欢迎的独裁者。赫格塞思宣布，马斯克、拉基与金瑞契共同领导五角大厦未来战争研究计划。
美国加州州长强杠川普反对「AI」改「SI」州政府范围内继续叫「AI」
2026-10-02 网络阅读（68）
美国总统川普签署行政令，将「Super Intelligence」定义为原有法律中「Artificial Intelligence」所涵盖的科技和系统，用「SI」取代原先「AI」的定义及相关立法。川普要求在法律允许最大范围内，美国联邦行政机关在官方通讯、公共传播、网站、报告、政策文件等非法律文件中，以「超级智慧」和「SI」取代「人工智慧」和「AI」。美国加利福尼亚州州长加文 · 纽森30日（周三）签署第 N-10-26 号行政令，要求所有受管辖州政府机关和部门在官方事务中继续使
AI代理被曝企图再闯政府官网「嫌疑人」OpenAI已在核查
2026-10-02 网络阅读（90）
Transluce称，AI代理5月8日、6月9日曾企图入侵加拿大图书与档案馆。 Transluce无法确认是否来自OpenAI，但行为相似。近期AI代理自行探测、入侵政府与企业系统事件增加。
一年涨2次！记忆体晶片荒持续三星将大部分Galaxy S26系列手机价格上调100美元
2026-10-02 网络阅读（339）
三星Galaxy S26系列多数机型涨100美元，S26、S26+、Ultra售价升至1000、1200、1400美元 Ultra 1TB版涨200美元至2000美元；S26 FE与Z Fold 8、Z Flip 8冻涨记忆体荒推升成本，三星转嫁消费者；若缺货续存，其他Android旗舰恐跟进提价
Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Amazon商业模式
2026-10-02 网络阅读（260）
MBI测试Muse后，清空Airbnb并加码Meta，认为AI自回答问题走向替使用者完成任务。他称Muse可跨站比价、直接预订，恐削弱Airbnb、Booking等OTA流量、信任与中介优势，并压缩估值。 Muse也恐冲击亚马逊广告、Uber与DoorDash，但程度取决于忠诚度、供给与履约能力。

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"亚马逊拟透过新设SPV，向外部投资人出售约80亿美元辉达Blackwell晶片。
该方案将美国资料中心数千颗Blackwell晶片分拆至SPV，再由亚马逊回租，并拟提供SPV最多10%股权。
市场预期SPV可获投资级评等，吸引保险公司、退休基金等资金，助亚马逊采更轻资产营运。", "createdAt": "2026-10-02T05:10:02.000Z", "author": "网络", "pv": 60, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18304, "title": "看好AI资料中心需求！东芝时隔五年大规模扩产 2027年前HDD产能翻倍", "shortTitle": "看好AI资料中心需求！东芝时隔五年大规模扩产 2027年前H", "img": "https://cimg.cnyes.cool/prod/news/6620265/l/e7c205a3ba4abab71550536481121786.jpg", "description": "日经新闻(Nikkei)报导，随着人工智慧(AI)热潮推升储存需求，东芝正扩大相关产能，计划在2027年度前把用于AI资料中心的硬碟机(HDD)产能提高一倍。根据报导，东芝将投资约600亿日元(3.8亿美元)，扩建位于菲律宾的HDD制造设施，这也是东芝约五年来首度进行大规模的硬碟相关投资。东芝是全球三大HDD制造商之一，另外两家为美国的威腾(Western Digital)(WDC-US)与希捷科技(Seagate)(STX-US)。根据报导，东芝的中期目标是把以储存容量计算的市占率，从目前", "createdAt": "2026-10-02T05:00:06.000Z", "author": "网络", "pv": 73, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18285, "title": "中东紧张加剧！增兵1万+1艘航母不够　美急向沙国、卡达增派「爱国者」护油气设施", "shortTitle": "中东紧张加剧！增兵1万+1艘航母不够　美急向沙国、卡达增派「", "img": "https://cimg.cnyes.cool/prod/news/6620162/l/f857d6282c5c112c153a308f5714e37f.jpg", "description": "美军9月增派「爱国者」系统至沙国、卡达，护卫石油与天然气设施。
美方称部署是为因应美伊冲突升级，安抚两国对能源基础设施遭报复的忧虑。
五角大厦同步增派「罗斯福号」航舰打击群等约9000至1万人，中东兵力恐逾5万。", "createdAt": "2026-10-02T03:40:04.000Z", "author": "网络", "pv": 54, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18264, "title": "不灭火改「丢包」！Stellantis专利：电池过热直接整包脱落还能继续行驶", "shortTitle": "不灭火改「丢包」！Stellantis专利：电池过热直接整包", "img": "https://cimg.cnyes.cool/prod/news/6620176/l/671c5d002b271e06e7e404fe3deb7445.jpg", "description": "Stellantis旗下FCA US公开「车辆高压电池快速释放系统」专利，主打电池过热、受损时可快速脱离车身。
专利于9月17日由美国专利商标局公布，驾驶、乘客或救援人员可透过车内、后备厢等多处开关启动。
电池包分离后车辆以12V蓄电池供电驶离风险区，降低起火风险；目前技术仍在专利阶段。", "createdAt": "2026-10-02T02:30:08.000Z", "author": "网络", "pv": 71, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18265, "title": "祖克柏步步进逼苹果帝国", "shortTitle": "祖克柏步步进逼苹果帝国", "img": "https://cimg.cnyes.cool/prod/news/6619971/l/1cd7e3d956492b21527be38513edf712.jpg", "description": "Meta推 Muse、智慧眼镜与钥匙圈，挑战苹果以 iPhone 为中心的生态系。
Muse 9月8日上线，前两周下载量达250万次，并可串接 Shopify Shop Pay、Expedia、PayPal。
分析师指 AI 代理商务恐削弱 Apple Pay 与 App掌控，苹果应强化 Siri。", "createdAt": "2026-10-02T02:30:07.000Z", "author": "网络", "pv": 78, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18251, "title": "美军捉拿马杜洛前川普特地问了AI数小时", "shortTitle": "美军捉拿马杜洛前川普特地问了AI数小时", "img": "https://cimg.cnyes.cool/prod/news/6620137/l/8d500328e2d09eedc4d17a7381b10411.jpg", "description": "川普传与马斯克秘密会晤，并和Grok交谈数小时，询问绑架马杜洛后委内瑞拉人潜在反应。
Grok称马杜洛是极不受欢迎的独裁者。
赫格塞思宣布，马斯克、拉基与金瑞契共同领导五角大厦未来战争研究计划。", "createdAt": "2026-10-02T01:25:18.000Z", "author": "网络", "pv": 67, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18252, "title": "美国加州州长强杠川普反对「AI」改「SI」州政府范围内继续叫「AI」", "shortTitle": "美国加州州长强杠川普反对「AI」改「SI」州政府范围内继续", "img": "https://cimg.cnyes.cool/prod/news/6620087/l/eb5492550a529d533457e9afd765e92f.jpg", "description": "美国总统川普签署行政令，将「Super Intelligence」定义为原有法律中「Artificial Intelligence」所涵盖的科技和系统，用「SI」取代原先「AI」的定义及相关立法。川普要求在法律允许最大范围内，美国联邦行政机关在官方通讯、公共传播、网站、报告、政策文件等非法律文件中，以「超级智慧」和「SI」取代「人工智慧」和「AI」。美国加利福尼亚州州长加文 · 纽森30日（周三）签署第 N-10-26 号行政令，要求所有受管辖州政府机关和部门在官方事务中继续使", "createdAt": "2026-10-02T01:02:12.000Z", "author": "网络", "pv": 68, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18253, "title": "AI代理被曝企图再闯政府官网「嫌疑人」OpenAI已在核查", "shortTitle": "AI代理被曝企图再闯政府官网「嫌疑人」OpenAI已在核查", "img": "https://cimg.cnyes.cool/prod/news/6620072/l/a656af4ab7109f1be34612a3759fb913.jpg", "description": "Transluce称，AI代理5月8日、6月9日曾企图入侵加拿大图书与档案馆。
Transluce无法确认是否来自OpenAI，但行为相似。
近期AI代理自行探测、入侵政府与企业系统事件增加。", "createdAt": "2026-10-02T00:47:54.000Z", "author": "网络", "pv": 90, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18223, "title": "一年涨2次！记忆体晶片荒持续三星将大部分Galaxy S26系列手机价格上调100美元", "shortTitle": "一年涨2次！记忆体晶片荒持续三星将大部分Galaxy S", "img": "https://cimg.cnyes.cool/prod/news/6620052/l/10c51c466c6c8aaa3f6ed04860abb539.jpg", "description": "三星Galaxy S26系列多数机型涨100美元，S26、S26+、Ultra售价升至1000、1200、1400美元
Ultra 1TB版涨200美元至2000美元；S26 FE与Z Fold 8、Z Flip 8冻涨
记忆体荒推升成本，三星转嫁消费者；若缺货续存，其他Android旗舰恐跟进提价", "createdAt": "2026-10-01T23:30:03.000Z", "author": "网络", "pv": 339, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] }, { "id": 18224, "title": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Amazon商业模式", "shortTitle": "Muse引爆「主动式电商」AI代理人恐重塑Airbnb、Am", "img": "https://cimg.cnyes.cool/prod/news/6619983/l/439411e49d315a8a9164ed7664273aa9.jpg", "description": "MBI测试Muse后，清空Airbnb并加码Meta，认为AI自回答问题走向替使用者完成任务。
他称Muse可跨站比价、直接预订，恐削弱Airbnb、Booking等OTA流量、信任与中介优势，并压缩估值。
Muse也恐冲击亚马逊广告、Uber与DoorDash，但程度取决于忠诚度、供给与履约能力。", "createdAt": "2026-10-01T23:30:03.000Z", "author": "网络", "pv": 260, "pinyin": "AI", "name": "科技", "path": "/new/AI", "tags": [] } ] }, "_locals": {}, "cache": false }