杨立昆新模型H-JEPA为何反对当下的Agent与RSI叙事
文章介绍杨立昆的分层世界模型H-JEPA：模型在潜在表征空间预测不同时间跨度的状态，再由高层目标逐层细化为动作。论文实验中，Visual AntMaze任务的成功率从单层LeWM的18%升至三层H-JEPA的73%；Push-T任务中，三层和四层表现反而下降，论文推测与可迁移训练数据减少有关。
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外媒与科技媒体长文、研究号文章
钛媒体AI 评分5151 钛媒体AI 评分6767 人形机器人上半年出货增长与盈利情况为何分化？
文章对比IDC与沙利文的人形机器人统计：IDC称上半年全球出货接近2.5万台、同比增长432.1%，市场规模7.4亿美元；沙利文统计出货3.6万台、收入5.4亿美元。文章将差异归因于纳入机型和关联交易处理口径不同，并指出沙利文统计的生产作业收入为0.78亿美元，占行业半年收入不到15%。
IT之家AI 评分3333 微软总裁布拉德 · 史密斯：AI 受到的监管甚至不如牛奶和洗衣机
IT之家 10 月 12 日消息，据《卫报》今天报道，微软总裁布拉德 · 史密斯表示，人工智能受到的监管甚至不如牛奶和洗衣机。与此同时，科技业界已经开始反思 AI 带来的安全问题。这名微软总裁认为，业界应制定更多安全规格约束 AI，如果失控的智能体入侵其他企业并造成损害，持有该 AI 智能体的公司需要承担责任。史密斯接受采访时表示：“目前洗衣机受到的安全监管都比 AI 严格。你在杂货店看到的每一盒牛奶，都要受到安全规则约束，还需要接受检查。”IT之家从原报道获悉，史密斯说出此番言论之际，越来越多科技界专家、政界人士呼吁加强监管，管控 AI 发展。Anthropic、Google DeepMin
Foreign AffairsAI 评分66 America Shouldn’t Let Go of the Middle East
Why disengagement is not the answer.
Foreign AffairsAI 评分3030 Chinese Robots Could Decide the AI Race
Scott Singer and Pavlo Zvenyhorodsky, researchers at Carnegie’s China AI Initiative, argue that China is betting that AI dominance will come from combining hardware and software, or AI-powered robots. By focusing only on software such as AI models, they argue, Washington and Silicon Valley risk fall
Fast CompanyAI 评分1010 The government should subsidize paid leave
Latham Thomas doesn’t believe paid leave should solely be the responsibility of companies. She argues the government should subsidize it because we’re already paying into the system through our taxes. The M-suite is a private Fast Company community for women balancing leadership, ambitious careers,
卫报AI 评分3232 AI less regulated than milk, Microsoft president says in warning over safety
Brad Smith adds to calls for tougher rules for AI, including ‘kill switches’ and legal obligation to victims of rogue agentsBusiness live – latest updatesArtificial intelligence is less regulated than milk and washing machines, the president of Microsoft has said, as the tech industry warns over the
Business InsiderAI 评分2525 TikTok's CEO says people are going all in on AI agents without understanding how they work
Shou Zi Chew said people need to understand the permissions they give their personal AI agents and know the boundaries of acceptable use.
彭博利好AI 评分4545 高盛策略师因盈利提振上调全球股市短期展望
高盛策略师转为看好全球股市短期表现，称强劲盈利为已接近历史高位的市场带来提振。
NPRAI 评分3030 Trump struggles to show voters he's focused on the cost of living
With a deal to import millions of tons of diesel fuel from Russia, President Trump is struggling to show voters that he is focused on the cost of living ahead of the midterms.
钛媒体AI 评分2828 公关暗战全记录：2000万流量绞杀，4天反转必输局
这不是一篇食品安全报道。这是一篇关于“怎么打一场不能还手还要打赢的仗”的记录……
钛媒体AI 评分2121 华人“接管”全球AI核心圈，已到了什么程度？
黄仁勋讲"五层蛋糕"，本意是讲英伟达的全栈布局。但它同时提供了一把意外的尺子。沿这五层逐层看下去，会发现华人掌控了四层的半壁江山。只是每一层"掌控"的含义不同，五层之间还隔着一道看不见的墙。
彭博利空AI 评分3434 Nuveen's Cooper Sees Yield Risks Tilted to Upside
Laura Cooper, Nuveen's global investment strategist and macro credit head, discusses yields, the inflation situation and energy markets. "I think the risks is tilted to further upside," Cooper tells Bloomberg Television. She adds inflation expectations could have a "knock-on negative impact" on risk
彭博AI 评分99 Euro Area Rate Reprieve Capped by Political Risk: Market Analysis
Anna Edwards, Guy Johnson, Tom Mackenzie, and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." (Source: Bloomberg)
彭博AI 评分1010 Odd Lots: Nate Soares on How AI Could Kill Us All (Podcast)
Since the Hugging Face incident, concerns over AI doomsday scenarios has entered the mainstream. But of course, some people have been warning about this for years, long before LLMs or ChatGPT. In their 2025 book If Anyone Builds It, Everyone Dies, Nate Soares and Eliezer Yudkowsky spelled out their
彭博AI 评分55 Nate Soares on How AI Really Could Kill Us All
What the X-Risk debate really is all about.
路透社AI 评分4242 博通首席执行官称，AI 驱动的科技增长最大障碍是资本，而非存储芯片
博通首席执行官表示，AI 驱动的科技增长面临的最大障碍是资本，而非存储芯片。
IT之家AI 评分4949 “AI 教父”杨立昆：下一代 AI 须理解现实世界
杨立昆认为，AI 的下一次突破将来自能够理解和预测物理世界的系统，而非大语言模型。他主张开发“世界模型”，让 AI 学习现实世界的物理规律与因果关系，并预测行动结果、与周围环境交互。
彭博AI 评分2121 Renault CEO Says Nissan Needs to Speed Overhaul
Renault SA Chief Executive Officer Francois Provost discusses Nissan's overhaul plan, which he says is "good," but adds that the automaker will have to "boost up" a bit its transformation to get on top of the industry's challenges. Provost speaks with Bloomberg’s Caroline Connan at the Paris Motor S
彭博利空AI 评分2121 Bahoshy: Saudi VC Deals Fall 35% as Capital Rises
The Middle East and North Africa's venture capital market is moving at two speeds. A report from Magnitt finds mega-rounds have raised $1.5 billion so far this year. But those deals mask a contraction in deal activity across the broader startup ecosystem. Philip Bahoshy, Founder & CEO at Magnitt spo
彭博利好重大AI 评分4545 Wilkinson谈全球能源市场面临40年来最大冲击
世界能源理事会秘书长Angela Wilkinson称，全球能源市场正面临40年来最大冲击。油价下跌，交易员权衡乌克兰与俄罗斯可能达成能源停火；国际能源署敦促成员加快兑现已承诺的柴油释放。中东敌对行动升级，胡塞武装袭击沙特利雅得机场。
卫报利空重大AI 评分3636 The Gulf has entered a new era of instability. If its leaders think they can rely on old alliances, they are wrong | Nesrine Malik
The latest attack by Houthi rebels on Saudi Arabia may prove to be more calamitous for the region than the world imaginesOn Saturday, Houthi rebels launched a shocking and deadly attack on Saudi Arabia’s capital city, Riyadh. At the time of writing, the missile strike on King Khalid international ai
IT之家AI 评分4040 TikTok CEO 周受资：市场或高估 AI 短期发展能力，低估其长期影响
TikTok CEO 周受资表示，市场可能高估 AI 短期发展能力，却低估其长期影响，AI 有望在未来两至三年推动物理学、生物科技等领域取得重大突破。他主张人类与 AI 协同合作，高风险工作不应完全依赖自动化，并指出模型能力增强也带来遵守道德与伦理规范、建立有效监督机制的课题。
财富利空重大AI 评分5656 俄罗斯轰炸加剧之际，Metinvest首席执行官谈乌克兰钢铁业濒临停摆
Metinvest首席执行官Yuriy Ryzhenkov称，若乌克兰钢铁业不能充分进入欧洲市场且投资受限，乌克兰钢铁生产几乎不可避免会走向终结。2026年7月起，乌克兰对欧盟的钢铁关税配额削减60%，预计每年减少从乌克兰进口钢铁130万吨；2021年至2025年，乌克兰钢铁产量从2100万吨降至740万吨，出口额从220亿美元降至60亿美元。
金融时报利空AI 评分1414 Misery, thy name is pulled IPO
A Firmus post-mortem
金融时报AI 评分88 FTAV’s further read
Trump vs Norway; chōsen-seki; mathematicians and AI, RIP Quartz; Wallace and Gromit
雷锋网AI 评分5151 费莫一科技创始人刘念邱谈智驾无图经验向机器人的迁移
费莫一科技创始人刘念邱在访谈中介绍了从元戎启行Robotaxi运营转向无图方案的经历，以及创立费莫一科技后探索开放动态场景机器人的思路。费莫一今年开展初始数据采集，并计划明年开始多点部署，逐步形成落地、数据、训练、再落地的闭环。
钛媒体AI 评分1717 以财务真相、资本效率与行业定义权重估中国核心资产，2026巴伦中国价值榜单全球启动
Barron's 巴伦 1921 年由道琼斯创刊，百余年来深刻影响全球投资者、企业管理者与基金经理的决策。如今它以 “全球视野，发现中国价值” 为使命，搭建本土商业价值度量衡，寻找值得全球资本长期配置的中国资产。2026巴伦中国价值榜单覆盖企业、人物、机构三大维度，设置多类细分序列，囊括核心资产、行业标杆、商业领袖与穿越周期的投资力量。
Business Standard利好AI 评分5353 高盛分析师预计WTI原油2026年12月均价为81美元、2027年为73美元
高盛分析师预计，WTI原油价格2026年12月均价为81美元，2027年均价为73美元。文中称，受美国至欧洲运输成本较高影响，WTI价格相较布伦特原油处于异常低位。
彭博AI 评分2323 Why Wall Street Bosses Are Betting on India
Wall Street is betting big on India as a booming IPO pipeline and rising domestic investment transform its financial system. But inflation, a weaker rupee and tighter regulation pose risks. Ranjani Raghavan explains. (Source: Bloomberg)
CNBCAI 评分1111 TikTok CEO sees major scientific breakthroughs from AI within three years
Chew cautioned that AI's growing capabilities would require stronger safeguards, particularly as autonomous systems become more widely adopted.
金融时报AI 评分1414 There is a smarter way to tax the rich
Increasing US corporate tax raises government revenues without harming the tax base
金融时报利空AI 评分3030 Wall Street’s record-breaking trading streak set to cool
Analysts forecast sharp slowdown when banks report third-quarter results next week after a bumper start to the year
IT之家AI 评分7070 工信部等四部门征求汽车创新设计与研发测试管理意见，涉及隐藏式门把手等安全要求
工信部等四部门近日发布汽车产品创新设计和研发测试验证管理通知的征求意见稿，提出禁止配备全隐藏式门把手，并要求相关创新设计验证极端环境下的功能稳定性和紧急情况下的可操作性。
IT之家AI 评分4747 宇树科技王兴兴：过去十几年最大的错误是对 AI 还不够相信
宇树科技创始人王兴兴表示，过去十几年自己最大的错误是对 AI 还不够相信，并称个人对 AI 的信心与日俱增。他说，团队已将 GPT-6 部署到机器人上进行任务测试，效果还不错；具身智能行业临界点可能较快到来，快则一两年。
彭博利好AI 评分1717 Iran War’s End Will Be Turning Point for India, Amundi Arm Says
Amundi SA’s research arm sees scope for a rebound in Indian equities after a steep selloff fueled by high oil prices and persistent foreign outflows.
彭博AI 评分2121 Citi on Maneuvering Limited Government Fiscal Space
Stephanie von Friedeburg, Head of the Public Sector Group at Citi, discusses the issues that are top of mind for governments and central banks. She speaks with Avril Hong on the sidelines of the IMF and World Bank Annual Meetings in Singapore. (Source: Bloomberg)
钛媒体精选AI 评分7777 123亿买下彪马29.06%股权，安踏图什么？
安踏于10月7日完成以15.055亿欧元现金收购彪马29.06%股权的交易，成为彪马第一大股东。文章对照交易报价、交割日持股市值与彪马经营数据，并梳理安踏过往品牌整合案例、收购后的财务影响及治理安排。
推荐理由：文章将交易溢价与交割日市值差额、彪马经营数据和安踏以往的品牌整合案例并列，梳理这笔少数股权收购的财务与治理口径。
钛媒体AI 评分4949 文石科技上半年净利润下滑23.9%，一块墨水屏能否撑起上市之路？
文石科技2026年上半年净利润同比下滑23.9%至5327万元，收入同比增长7.4%至5.74亿元，但扣除芯片转售收入后，主业收入同比下滑约3%。同期经营现金流净流出扩大至1.99亿元，存货升至7.49亿元、周转天数增至313天。文章还关注生产力平板降价、供应链依赖与AI订阅商业化进展。
钛媒体AI 评分5959 钛媒体分析建滔集团与建滔积层板的市值折价及PCB周期位置
文章以建滔集团及子公司建滔积层板的市值差异讨论PCB周期位置：截至10月8日，集团市值647亿港元，所持建滔积层板股权对应市值974.7亿港元，按此计算折价至少34%。