CNBC称上调美光目标价，因其季度表现强劲且业绩指引稳健
CNBC表示，将上调美光目标价，理由是其季度表现强劲且业绩指引稳健。摘要称，美光释放信号称，随着存储产品需求继续超过供给，2027财年将是又一个强劲年份。
#研报/观点
外媒与科技媒体长文、研究号文章。按时间排，不论是否入选精选。
CNBCAI 评分6363 路透社AI 评分2828 AI adoption stalls as companies struggle to scale projects despite strong returns, study shows - Reuters
AI adoption stalls as companies struggle to scale projects despite strong returns, study shows Reuters
钛媒体AI 评分6464 钛媒体解读江苏电力“人工智能+”方案与算电协同商机
国网江苏电力近日印发《“人工智能+”三年行动方案》，以“2359”为骨架部署AI与电网业务融合，提出2026年体系筑基、2028年全面领先。
钛媒体AI 评分5050 传音储能营收两年增长约825%，OEM自主制造占比升至22%
传音控股储能业务营收从2023年的417.8万元增至2025年的3.58亿元，年复合增长率约825%；2026年前四个月营收4.55亿元，同比增长240.74%。文章称，传音储能业务早期依赖ODM代工，OEM自主制造占比从2025年的6.7%升至2026年前四个月的22%，并提及华为计划在埃及推进总规模4GWh的构网型储能系统本地化生产、晶科储能在塞内加尔交付15MWh储能系统。
财富AI 评分3737 AI ‘godfather’ Yann LeCun has ‘zero concerns’ about human extinction, says Anthropic CEO Dario Amodei is ‘deluded’
Former Meta Chief AI Scientist shares his take on recent rogue AI incidents, effective altruism, and his plans for his new company, AMI Labs.
财富AI 评分4646 特朗普首任期关税鹰派威尔伯·罗斯：关税退款让进口商“获得额外利润”
威尔伯·罗斯表示，特朗普第二任期关税目标已不同于首任期，最高法院裁定后约1660亿美元关税退款可能发给了错误对象。罗斯称，转嫁关税成本的进口商获得退款后可能拿到“超过其支出”的金额。UPS和FedEx承诺将退款返还客户，Amazon第二季度申报约6.4亿美元退款，或仅向有限客户返还。
彭博AI 评分2626 JPMorgan's Sajjid Chinoy Expects RBI To Hike Rates In October 5 Meeting
Sajjid Chinoy, chief India economist for JPMorgan Chase & Co expects the RBI to take an appropriately cautious or hawkish tone to signal to markets that more maybe in the pipeline. He said this in an conversation with Bloomberg Television's Paul Allen. (Source: Bloomberg)
彭博AI 评分1818 Odd Lots: Everything in Markets Is Moving Very Fast (Podcast)
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There’s capex spending and the AI trade. There’s the war in Ira
彭博AI 评分88 Markets Update: Stocks, Bonds and the AI Trade
A conversation with Sherwood News Head of Markets Luke Kawa.
IT之家AI 评分3838 福特 CEO 法利：AI 将成为蓝领工人的“搭档”，帮其更快掌握技能
IT之家 10 月 1 日消息，福特汽车 CEO 吉姆 · 法利认为，AI 不会绕过蓝领工人，但也未必会大规模取代他们。当地时间 9 月 30 日，据《财富》杂志报道，法利称，AI 进入工厂、维修车间和各类技术岗位后，更多会成为工人的“搭档”：帮他们处理更复杂的工作、更快掌握技能，也帮助企业缓解技术工人严重短缺的问题。法利进一步解释道：“我认为，大多数这类岗位都会用上 AI，同时也不会轻易被 AI 取代。但如果你在财务部门做表格，在呼叫中心上班，或者是一名初级程序员，那么至少在这一轮 AI 发展的初期，这些岗位肯定会发生变化，有些还会消失。”在法利看来，AI 首先冲击的更可能是重复性强、主要坐
Fast CompanyAI 评分1717 This group is missing out on crucial AI safety conversations
How can we keep individuals safe from the dangers AI presents? The answer to this ever-present question often focuses on training and education initiatives for children in school or adults at work. But what about the people who don’t go to either? Seniors with no kids at home and who retired from th
金融时报AI 评分33 An optimist’s guide to the bond market
It could be a lot worse. Really!
IT之家AI 评分5151 “大空头”伯里称市场应暴跌以阻止 OpenAI 和 Anthropic 上市
知名做空投资者迈克尔·伯里称，市场若出现足以阻止 OpenAI 和 Anthropic 上市的暴跌，对人类反而有利，并认为两家公司可能吸走数万亿美元资金。路透社看到的招股说明书显示，Anthropic 很可能在 11 月美国中期选举结束后上市；伯里本周还称，其 AI 看空判断将在未来一年兑现，并调整了对英伟达、Palantir、美光科技、甲骨文和纳斯达克 100 指数的看空押注。
IT之家AI 评分2323 比尔 · 盖茨：用机器人替代人类工作的公司也应纳税
IT之家 10 月 1 日消息，据《商业内幕》今天（1 日）报道，微软联合创始人、亿万富翁慈善家比尔 · 盖茨认为，如果 AI 大规模取代人类工作，可以通过向机器人征税，让失业者仍有收入保障。即使 AI 把人挤出就业市场，社会仍“有权决定”如何保障劳动者。“可以先确定一个劳动单位，无论这份劳动由人还是机器人完成，都要缴纳与人类劳动者相同的联邦保险缴款税。”美国的联邦保险缴款税从劳动者工资中按比例征收，用于社会保障和医疗保险等项目，雇主也要缴纳等额款项。盖茨认为，如果机器人取代了人类岗位，也对机器人征收同类税款，既可以为民众提供经济保障，也能维持政府的税收来源。盖茨此前多次警告，AI 和机器人技
Foreign AffairsAI 评分55 The AI Autocrat
How technology empowers—and imperils—dictators.
彭博AI 评分22 AI Boom Powers Micron Earnings, OpenAI Blames Moonshoot for Data Extraction
"Bloomberg: The Asia Trade" brings you everything you need to know to get ahead as the trading day begins in Asia. Bloomberg TV is live from Tokyo and Sydney with Shery Ahn and Haidi Stroud-Watts, getting insight and analysis from newsmakers and industry leaders on the biggest stories shaping global
金融时报AI 评分1515 Could AI really end humanity?
Researcher Toby Ord discusses rising anxiety about AI’s existential risks
金融时报AI 评分1313 How Europe can stall Russia’s hybrid war
Enhancing domestic security, using new technologies and negotiating guardrails could lessen the risk of mass-casualty events
金融时报AI 评分77 UBS should make the positive case for staying Swiss
Too much doom-mongering may be bad for the bank’s business
彭博AI 评分1313 M&G Investments的Pershad谈AI如何重塑亚洲就业
M&G Investments的Vikas Pershad指出，人工智能和自动化的扩展正在重塑亚洲的就业与制造业格局。这一趋势导致印度IT行业招聘放缓，并推动工厂车间实现自动化。