I Put on Meta and Xreal’s XR Glasses. Face Computers Are Finally Getting Good
Xreal’s long-hyped Aura glasses arrive soon for $1,279. Here’s how they fare against Meta’s recently announced VR Glasses.
#美国科技股
外媒与科技媒体长文、研究号文章
Wired利好AI 评分1818 彭博AI 评分3131 Investors Climbing Proverbial Wall of Worry: Mahn
Kevin Mahn, President & CIO of Hennion & Walsh Asset Management, joins Bloomberg's Vonnie Quinn on "Bloomberg Brief" to discuss the concentrated gains on the S&P 500 and the AI ecosystem. (Source: Bloomberg)
MarketWatch利好AI 评分2525 A popular tech fund is now overbought. That’s no reason to sell, history shows.
A surge to record highs for technology stocks has pushed them to what is considered by technical analysts to be overbought levels, but history shows investors should not use that as reason to cut their exposure.
路透社利好AI 评分3232 Intel to keep working on Musk's Terafab chipmaking venture, Bloomberg News reports - Reuters
Intel to keep working on Musk's Terafab chipmaking venture, Bloomberg News reports Reuters
IT之家AI 评分5555 美国软件股创2026年阶段新高，分析师称AI颠覆担忧被夸大
美国软件股受盈利预期上调推动走高，标普500软件与服务指数周二上涨1.3%，创下自2025年11月以来的最高点位。LSEG数据显示，软件行业2026年预期年收益增长率从3月底的13.8%升至20.6%；分析师称，AI对软件行业的颠覆担忧此前被夸大，但认为更强冲击或在2027年下半年出现。
彭博利好重大AI 评分99 Constellation Energy Surges 12% on Google Nuclear Power Deal | Closing Bell
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Sally Bakewell, Carol Massar and Jess Menton. (Source: Bloomberg)
卫报AI 评分4444 AI芯片股上涨后，标普500指数和纳斯达克指数创收盘新高
AI芯片股上涨、美债收益率回落后，标普500指数和纳斯达克指数收盘创纪录新高。标普500指数上涨0.58%，首次突破7,800点；纳斯达克指数上涨0.45%，道琼斯指数上涨0.49%。
MarketWatch利好AI 评分3636 Marvell just impressed Wall Street with ‘good numbers plus a better story’
Marvell’s stock is popping after the company not only delivered with its financial forecasts but also demonstrated its diversified mix of customers and products.
彭博AI 评分4040 美国银行分析师认为科技泡沫正在酝酿，建议客户加仓
美国银行策略师建议，对推动纳斯达克 100 指数创下历史新高的科技巨头持谨慎态度的投资者，可通过股票衍生品参与涨势，以规避潜在泡沫破裂带来的冲击。
路透社AI 评分5656 AI颠覆担忧减弱之际，美股软件股升至2026年新高
美国软件股升至2026年新高，AI颠覆担忧减弱。
IT之家AI 评分4949 英伟达（NVDA）市值升至5.82万亿美元，创历史新高
英伟达（NVDA）在纳斯达克开盘约20分钟后，市值升至5.82万亿美元，创历史新高，距6万亿美元仅一步之遥。美东时间10月5日，英伟达收盘上涨2.12%至238.90美元，连续第三个交易日以收盘价创历史新高。
Fast Company利好AI 评分4343 SpaceX（SPCX）股价10月反弹：火箭与AI公司上涨背后的原因
SpaceX（SPCX）股价上周上涨超过18%，周一收于171.09美元，三个月来首次高于IPO首日收盘价160.95美元。多次成功发射任务、摩根士丹利分析师Adam Jonas看好未来AI产品发布、Starship进展及云计算合同，以及马斯克与特朗普关系似有缓和，都是文章列出的上涨因素。
彭博AI 评分5555 标普500期货上涨0.5%，有望创两个月来首个收盘纪录高位
标普500期货上涨0.5%，有望收于两个月来的首个纪录高位。摘要将企业利润保持韧性和油价回落列为推动因素。
CNBC利好AI 评分1818 Jim Cramer's top 10 things to watch in the stock market Tuesday
Stock futures are green across the board, with the Nasdaq posed to build on yesterday's all-time closing high.
CNBC利好AI 评分3030 Meta Muse gives AMD a boost as AI momentum shifts to personal agents
The personal agent boom is lifting the fortunes of AMD and Intel, which have outperformed their megacap tech peers over the past month.
IT之家AI 评分1313 前 SIE 总裁肖恩 · 莱登谈索尼取消 PS 平台实体光盘：这是在伤核心玩家的心，对品牌声誉打击重大
IT之家 10 月 6 日消息，据游戏媒体 VGC 今天报道，前索尼互娱（SIE）高管肖恩 · 莱登近日谈到，索尼 PlayStation 平台 2028 年 1 月起不再推出新游戏的实体光盘决定，认为这一决策对品牌名声来说打击重大。莱登表示，他 2019 年离开索尼后不再了解公司如今的财务状况，但他认为停产实体盘并不是什么好主意。大多数玩家如今都选择数字游戏，仍然愿意购买实体游戏的玩家往往是最忠实、最狂热的一帮客户。他对此解释称：“我确实认为大部分玩家喜欢数字下载。有人会说‘下载游戏比去商店买游戏方便。’但我觉得，数字游戏不再需要人挪到主机前面放光盘，只要按一下手柄就能开玩。但是在游戏领域，
彭博利空AI 评分1313 US Inflation: Diesel’s Pulling Power Poses 2027 Risk
Commodity experts are warning not to get too comfortable with the idea that cost-of-living strains will soon be over.
彭博AI 评分1717 Nvidia Is on the Verge of a $6 Trillion Market Value
The stock has soared almost 30% this year.
Business Standard利好AI 评分2121 Stock Market LIVE: GIFT Nifty signals positive open; most Asian markets rise on tech rally
Sensex Today | Stock Market LIVE Updates Tuesday: The GIFT Nifty indicated a positive open for the Nifty50. Most Asian markets advanced on support from technology shares
彭博利好AI 评分3838 S&P 500 Closes In on Record High as Tech Rallies: Markets Wrap
Asian stocks were set to open higher after a tech-led rally pushed the S&P 500 Index near a record as investors largely shrugged off concerns about bond yields at multi-decade highs. US oil prices extended declines.
彭博利好AI 评分4444 科技股上涨推动标普 500 指数逼近纪录高位，亚洲股市预计高开：市场综述
科技股领涨推动标普 500 指数接近纪录高位，投资者大体未受处于数十年高位的债券收益率担忧影响。亚洲股市预计高开，美国油价延续跌势。
CNBC利好AI 评分2929 Wall Street rewards Microsoft's AI pivot. A longtime skeptic says it's just the beginning
Melius Research's Ben Reitzes has warned about AI disrupting legacy software providers for years. Now, he loves Microsoft's place in the AI race.
MarketWatch利好AI 评分3232 Western Digital and Seagate shares bounce back as analysts downplay the Toshiba threat
Even if Toshiba doubles its capacity, analysts say it has a ways to go to catch up with Western Digital and Seagate
路透社利好AI 评分1818 Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley - reuters.com
Nvidia, Broadcom shielded as AI power crunch hits chip supply chain, says Morgan Stanley reuters.com
路透社AI 评分1818 Wall St opens muted as tech stocks take a breather - Reuters
Wall St opens muted as tech stocks take a breather Reuters
MarketWatchAI 评分3434 An AI ‘reality check’ may take the S&P 500 to 5,000. Here are the trades to make, this strategist says.
Keep an eye on artificial-intelligence spending in the upcoming earnings season, Panmure Liberum’s Joachim Klement said.
CNBC利好AI 评分3939 Nvidia's $6-trillion milestone looms. Here's when options traders see it happening
Nvidia will likely cross the $6 trillion threshold by the end of this month, according to options traders.
CNBCAI 评分3838 Cerebras stock climbs 6% after Sam Altman calls the chipmaker a 'close partner'
Cerebras stock climbed in premarket trading after OpenAI's CEO Sam Altman reassured investors that the firm is a "close partner."
CNBC利好AI 评分3030 Treasury yields inch lower as investors pare back Fed rate hike bets
U.S. Treasury yields inched lower on Monday after a sharp selloff the week prior, as investors look ahead to the Federal Reserve's last meeting minutes.
IT之家AI 评分1313 开发者自制 ForceWare 382.69 非官方驱动，让 32 位 Windows XP 系统支持英伟达 GTX 10 系 Pascal 架构显卡
IT之家 10 月 5 日消息，据外媒 Tweaktown 报道，一款名为 ForceWare 382.69 的非官方驱动近日引发业界关注，该驱动可以让 32 位 Windows XP 系统支持包括英伟达 GeForce GTX 1080 Ti 在内的 Pascal 架构显卡。IT之家获悉，该驱动由开发者 SupraGSX 设计，其基于英伟达 ForceWare 368.81 驱动进行了修改，并将其移植至 32 位 Windows XP 系统，形成 ForceWare 382.69，从而让 Pascal 架构显卡能够在这一老旧操作系统上运行。除 GTX 1060、GTX 1070 等存量较多的
金融时报AI 评分1010 Why a booming economy is not helping Trump
Anxiety about AI and affordability has turned his populist party into a popular target
卫报AI 评分1515 Trump sets off on midterm blitz – are his trademark rallies a liability for Republicans?
Rallies have been mainstay of president’s brand but even some in his own party fear voters are sick of the sight of him“Get your asses in that car.” That was Donald Trump’s order, he later recalled, to his motorcade after foul weather grounded Air Force One in Texas on Thursday. The 85-mile dash to
IT之家AI 评分1818 英伟达 RTX 5070 Ti 显存狂超 +5500MHz：带宽突破 1248 GB/s，游戏实测仅提升 5 帧
IT之家 10 月 4 日消息，据 Wccftech，Reddit 用户 u/Sad-Victory-8319 使用第三方工具 mVolt+ Extreme，将一块技嘉 GeForce RTX 5070 Ti 的 GDDR7 显存频率偏移量设为 +5500MHz，使显存等速率从默认的 28 Gbps 提升至 39 Gbps。该卡配备 16GB GDDR7 三星显存和 256 bit 位宽，理论带宽由此从 896 GB/s 跃升至 1248 GB/s，提升约 39%，比 RTX 4090 的默认带宽高出超过 200 GB/s。不过，在实际游戏性能方面，提升幅度远小于带宽数字的幅度。该用户报告称，
CNBCAI 评分1313 How Nvidia, Micron and a surprising jobs report drove last week's stock action
Here's a closer look at the three developments that drove the action in our portfolio last week.
彭博AI 评分3434 US Debt Path Leaves It ‘Increasingly Exposed,’ Scope Warns
America’s “exceptionally large” budget deficits and inexorably rising debt risks making it increasingly vulnerable to fickle investors, Scope Ratings warned.
IT之家AI 评分3434 三星首款 Googlebook 跑分曝光：高通骁龙 X Elite 处理器 +16GB 内存
IT之家 10 月 3 日消息，科技媒体 Android Headline 昨日（10 月 2 日）发布博文，爆料称三星首款 Googlebook（型号为 XE940SXA）现身 Geekbench 跑分平台，7.1.0 版本单核成绩 2,513 分，多核成绩为 15,214 分。IT之家附上相关截图如下：页面信息显示，该设备搭载 Snapdragon X Elite 处理器，并配备 16GB 内存。处理器为 12 核设计，其中 4 个核心主频为 3.42GHz，8 个核心主频为 4.01GHz，GPU 部分采用 Adreno X1-85。Googlebook 是谷歌对 Chromebook
极客公园AI 评分2727 英伟达股价创新高，逼近 6 万亿美元；限制 AI 助手，苹果收紧 MacOS 磁盘访问权限；arXiv 每人每月仅允许投递 2 篇论文
英伟达股价创新高，逼近 6 万亿美元 英伟达股价自 5 月以来首次创下历史新高，在两个月的抛售导致市值蒸发逾 1 万亿美元后，投资者重新涌入该股。这家全球市值最高的上市公司股价周五上涨 2.9%，较 7 月底低点累计反弹近 25%。 英伟达股价今年迄今上涨约 27%，有望连续第四年实现两位数涨幅。目前公司市值约为 5.7 万亿美元，距离成为历史上首家市值达到 6 万亿美元的公司不到 3000 亿美元。（来源：环球市场播报） 腾讯 WorkBuddy 内置模型独家支持 Space Bunny 10 月 2 日消息，腾讯 WorkBuddy 宣布内置模型独家支持 Space Bunny。 据介绍，
钛媒体AI 评分3939 苏姿丰抬头，李飞飞低头
AMD 买下的，是一个没被定义的市场。
IT之家AI 评分1919 特朗普提出将“人工智能”改称“超级智能”后，斯洛文尼亚“.si”域名注册量环比暴增 2100%
IT之家 10 月 3 日消息，据英国 BBC 当地时间 1 日报道，斯洛文尼亚国家域名注册机构 Register.si 称，美国总统唐纳德 · 特朗普推动将人工智能（AI）改称“超级智能（SI）”，或是带动该国域名注册量“前所未有”地激增的原因。特朗普希望用“超级智能”的缩写 SI 取代 AI，而斯洛文尼亚的域名后缀恰好是.si。Register.si 发言人克拉拉 · 赫尔曼称，9 月共有 44000 个.si 域名完成注册，8 月还不到 2000 个，增幅超过 2100%。与此前 12 个月相比，9 月下旬的域名注册规模“前所未有”。当地时间 9 月 11 日，特朗普在纽约联合国大会发表
CNBCAI 评分2828 Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
Cerebras shares hit an all-time low due to pressure from chip giant Nvidia, plus a post-lockup selloff.