谷歌Gemini 4突然发布！RSI加持，GPT和Opus都让让
价格只有Astra一半
#研报/观点
外媒与科技媒体长文、研究号文章
量子位AI 评分66 Foreign AffairsAI 评分66 The AI Autocrat
How technology empowers—and imperils—dictators.
彭博AI 评分1717 Lacy Hunt, Treasury Bond Bear at Hoisington, Sees Risk of Fed Mistake, Inflation
For more than 30 years, Lacy Hunt was behind one of the US bond market’s most enduring bullish wagers. Now, the 84-year-old economist and his colleagues at Hoisington Investment Management have emerged as some of the most committed bears.
彭博AI 评分3636 Why Citi's Kate Moore Is Still Betting on Stocks
Citi Wealth Chief Investment Officer Kate Moore joins "Bloomberg Open Interest" to break down how surging bond yields, AI hype and political shocks could reshape markets into 2027. She also explains why she’s still favoring equities over duration while warning investors to get more selective. (Sourc
彭博AI 评分3939 ISM Report Presents Problems for Markets, Suzuki Says
Dan Suzuki, global investment strategist at iCapital, warns that the latest ISM manufacturing report is not good news for markets. He also talks about oil prices and says higher interest rates are starting to bite lower-quality segments of credit markets and equities. He speaks on "Bloomberg Open In
CNBCAI 评分3030 Billionaire family offices bet on geothermal energy, brain implants in September
Personal investment firms of John Arnold, Stanley Druckenmiller are investing in cutting-edge technology such as geothermal energy and brain implants.
MarketWatchAI 评分3232 Why Micron’s big earnings report isn’t lifting the stock
Expectations are high, and Micron isn’t topping estimates to the degree that it used to.
彭博AI 评分4343 彭博专访：Wei Li谈AI稀缺、债券抛售与能源价格冲击
BlackRock全球首席投资策略师Wei Li表示，新AI智能体的发布可能催化一波AI应用。9月30日，他还谈及能源价格冲击，称霍尔木兹海峡石油运输受扰正在造成“宏观损害”，能源是其风险偏多观点的一大变数。
金融时报AI 评分1111 Do US lawmakers finally have capital in the crosshairs?
With a metastasising financial sector and declining business investment, action is essential
CNBCAI 评分2424 Jim Cramer's top 10 things to watch in the stock market Thursday
Micron shares should be higher after that spectacular quarter.
卫报AI 评分2222 Forget ‘superintelligence’: error-prone AI nearly sparked world war three this month | Timnit Gebru and Emily M Bender
The risks of AI aren’t what we think they are, as a recent security incident between China and the United States revealsAmid a barrage of news stories warning about superintelligent machines rendering humanity extinct, a CNN story describing the opposite scenario – one in which the US military’s rel
卫报AI 评分2222 Trump the environmentalist? How his Iran war exposed the fragility of dirty energy
Gavin Newsom says Trump is a ‘gift’ to the climate cause for dispelling notions of fossil fuel energy securityOf all the epithets hurled at Donald Trump since he became US president, perhaps the most unusual was delivered last week – that he is, in fact, some sort of environmentalist.Trump is the “g
钛媒体AI 评分2828 富达基金经理看好可口可乐、Keurig Dr Pepper及其他被低估必需消费股
富达投资负责消费行业的负责人本·舒列瓦认为，尽管整个行业将面临艰难时期，但在部分食品、饮料以及零售类个股中仍然存在机会。
Fast CompanyAI 评分1313 Look past AI’s hype cycle to understand what sticks
Despite the succession of state laws and school board regulations banning the use of artificial intelligence in classrooms, the AI education market shows no signs of slowing down. For one, it expanded from $150 million in 2021 to $730 million in 2026, and experts estimate it will reach $18.5 billion
MIT Technology ReviewAI 评分2020 The Download: AI “mind-reading” and creative uses for small batteries
This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. An AI “mind-reading” tool can reconstruct what you’re looking at based on a brain scan A new AI tool can guess what you’re looking at just by analyzing your brain
路透社AI 评分66 COMMENTARY: Morning Bid: Bond bruise won't heal - reuters.com
COMMENTARY: Morning Bid: Bond bruise won't heal reuters.com
财富AI 评分5353 麦肯锡高级合伙人：为何AI的易见收益会误导CEO
麦肯锡研究显示，使用AI的组织比例从一年前的88%升至89%，将至少5%的息税前利润归因于AI并实现相关价值的高绩效组织比例仍为6%。约5,200名客服人员的研究显示AI使每小时解决问题数提高15%，约4,900名软件开发人员的随机试验显示任务完成量提高约26%。麦肯锡7月发布的研究称，在AI采用早期阶段，已重构工作流程的组织报告企业级价值的比例为32%，是未重构流程组织6%的5.3倍。
财富AI 评分1212 AI ‘godfather’ Yann LeCun: Anthropic CEO Dario Amodei is ‘deluded,’ ‘crazy,’ and doesn’t understand cybersecurity
Everything you need to know before you reach the office this morning.
MarketWatchAI 评分1212 The stock market is a hollow tree that could be about to snap, warns bond king Gundlach
Stocks are facing a lot of issues right now, even if investors think everything looks great on the surface warns DoubleLine Capital’s Jeffrey Gundlach.
MarketWatchAI 评分2323 Meta, ServiceNow and these 7 other tech stocks could lead the next leg of the AI trade
Deutsche Bank analysts just shared their top stock picks in the tech sector for the remainder of the year.
彭博AI 评分2626 Prepare to Buy Tech Dips in Fourth Quarter, Evercore’s Emanuel Says
Julian Emanuel, chief equity and quantitative strategist at Evercore ISI, explains why he expects volatility in stocks in the fourth quarter and frames rising bond yields as “a new normal.” (Source: Bloomberg)
彭博AI 评分2828 Bond Market Selloff in ‘New Chapter,’ JPM’s Berro Says
Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, discusses recent changes in the bond market selloff, saying it now feels “very technically-driven, very momentum-driven.” Berro says on “Bloomberg Surveillance” that she expects investors to refocus soon on the fundamentals a
彭博AI 评分2323 Economy on Really Solid Footing: Anastasia Amoroso
Anastasia Amoroso, Chief Investment Strategist of Partners Group, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the US Challenger September job cuts data along with the rise of yields. (Source: Bloomberg)
金融时报AI 评分55 We have forgotten what budgets are for
The biggest problem with public finances is when they cease to be tools for governance
金融时报AI 评分66 An AI sovereign wealth fund isn’t progressive — it’s techno-imperialism
Accruing income at home from land and power abroad has an old name: empire
路透社AI 评分2020 Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check - Reuters
Nvidia's bet that its chips can finance the AI boom gets a Wall Street reality check Reuters
钛媒体AI 评分5959 阶跃星辰Step 5 Preview跻身开源模型前列，使用规模与商业化仍待检验
阶跃星辰发布Step 5 Preview后，曾在Artificial Analysis智能指数中与Kimi K3并列全球开源第二，随后因小米MiMo-V2.6发布降至第三；截至2026年9月27日，OpenRouter周调用量前十没有该模型。文章还梳理了阶跃星辰的模型、智能体和终端布局，以及收入结构披露、用户规模和商业化进展。
Business InsiderAI 评分1010 Thinking about a career pivot? A Google engineer shares what he learned from taking a leap of faith.
Prerit Pathak worked as a software engineer before switching to cybersecurity and joining Google. He shared his advice for making the pivot.
Business InsiderAI 评分5454 AI研究者称“智能爆发”或使 Mythos 级进展每月出现在新领域
GovAI研究员 Alan Chan 称，若前沿AI模型开发者能够自动化后续模型研发，反馈循环可能加快AI能力变化，使 Mythos 级进展从每年出现变为每月在新领域出现。
路透社AI 评分1616 Citi raises bitcoin, ether forecasts on strong crypto activity - Reuters
Citi raises bitcoin, ether forecasts on strong crypto activity Reuters
The AtlanticAI 评分2525 The Flailing President
Poll after poll shows that Trump’s presidency is not going well. And he has only himself to blame.
WiredAI 评分1313 Apple Mac Studio (M5 Ultra) Review: Unlimited Power
The Mac Studio can run frontier-level AI language models locally. It’s only a preview of what’s to come.
AxiosAI 评分3434 Trump, CEOs try to shed AI's toxic branding
The great AI rebranding is on, led by President Trump and tech titans like Nvidia CEO Jensen Huang, who are embracing an alternative term: "Superintelligence," or SI.Why it matters: Leaders in D.C. and Silicon Valley are worried the public backlash against AI and data centers will hamper the develop
AxiosAI 评分5454 Axios分析特朗普与AI产业围绕经济、监管、安全和政治的四项押注
Axios梳理特朗普与AI产业共同押注的四个方面，分别是AI基础设施投资能否转化为生产率、华盛顿是否依赖企业自我监管、AI能力扩展能否保持可控，以及特朗普与产业绑定后的政治风险。
财富AI 评分1616 Americans are tired of CEOs lecturing them on politics
Also: All the news and watercooler chat from Fortune.
金融时报AI 评分1414 Four potential positives from higher bond yields
The sharp rise in borrowing costs has raised justified alarm but there are benefits too
CNBCAI 评分6363 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。
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。