凤凰网科技讯 9月30日，蔚来汽车官方宣布，即日起正式开启全量推送"Cedar 雪松 1.3.0"版本，将为 ET9带来智能座舱、NOMI、驾乘体验、智能辅助驾驶四大板块超50项体验升级。 其中，新增智能车家互联，接入美的、COLMO、华菱、小天鹅四大品牌，包括空调、扫地机器人、智 能灯光等六大品类家电，新增"基于位置自动/一键开启回家/离家模式"及"智能推荐开启家里的合适的家 电"功能。 ...

凤凰网科技讯 9月30日，特斯拉官方宣布，特斯拉正在努力扩大人形机器人的规模，计划2025年底推出 第三代，并在2026年开始量产。马斯克预计2030年前将年产100万台。 此前，特斯拉对Optimus擎天柱机器人的定位进行了详细说明："Optimus——我们的自主人形机器人 ——不仅正在改变人们对劳动本身的认知，还在改变劳动的可获得性与能力。那些特别单调或危险的工 作和任务，现在可以通过其他方式完成。通过这种方式，Optimus 的使命是让人们有更多时间去做他们 真正热爱的事情。 马斯克在社交媒体回复网友时提到，他认为特斯拉80%的价值将来自于Optimus。 ...

Core Points - The U.S. government is facing a potential shutdown, with various departments releasing plans for temporary employee furloughs just before the deadline [1][2] - Over 400,000 non-essential employees may be furloughed across eight cabinet departments, which account for more than two-thirds of federal employees [1] - The Centers for Disease Control and Prevention (CDC) has indicated that 1,563 positions are in a "RIF status," potentially facing permanent cuts [1] Group 1 - The federal agencies typically announce their shutdown plans weeks in advance, but this year many released their emergency plans within the last 24 hours before the deadline [2] - The lack of agreement on a temporary funding bill between the two parties in Congress suggests a high likelihood of a government shutdown [2] - Essential personnel will continue to work during the shutdown, including law enforcement and IT staff necessary for data maintenance [2] Group 2 - The Department of Health and Human Services will stop accepting new patients for clinical research and limit public health information dissemination during the shutdown [3] - The Department of Labor will suspend the release of economic data, including the September non-farm payroll report [3] - The Social Security Administration will place approximately 6,000 of its 51,000 employees on unpaid leave during the shutdown [4] Group 3 - The Department of Veterans Affairs will continue benefits and medical care, but maintenance of cemeteries will cease during the shutdown [5] - The Internal Revenue Service (IRS) plans to keep all 74,299 employees working due to funding secured through the Inflation Reduction Act, which extends until 2031 [5]

Core Insights - The opening of the Honor Alpha global flagship store in Shenzhen Bay marks a significant milestone in the implementation of Honor's Alpha strategy, transitioning from a smartphone manufacturer to a leading AI terminal ecosystem company [1] - The flagship store serves as a core platform for the Alpha strategy, designed to connect AI enthusiasts and ecosystem partners, promoting an innovative AI-driven lifestyle [1][2] Group 1 - The flagship store is positioned as a window for consumers to experience AI smart living through the latest AI terminals and immersive scenarios, making technology accessible [2] - It will also serve as a creative platform for innovators, hosting global tech salons and user innovation workshops to collaboratively define future AI lifestyles [2] - The store features a design that reflects the local characteristics of Shenzhen Bay, integrating technology with culture through elements like indoor waterfalls and spiral staircases [2] Group 2 - The "AI Inspiration Café" within the store acts as an AI incubation platform, facilitating discussions among tech professionals and creators on topics like optimizing office efficiency with AI [3] - The flagship store has quickly become a popular destination in Shenzhen, blending experiential consumption with technology and cultural tourism, especially during the National Day and Mid-Autumn Festival [3] - Interactive demonstrations, such as the engagement between a robotic dog and a lion dance performer, attracted large crowds during the opening ceremony [3]

Group 1 - Stock ETFs have seen a strong inflow exceeding 10 billion yuan for two consecutive days, with net inflows of 193.93 billion yuan and 122.69 billion yuan on September 26 and 29 respectively [1] - Broad-based ETFs dominated the inflow rankings, with nine out of the top ten inflows on Monday being broad-based ETFs, while the only sector-themed ETF was related to the battery sector [1][3] - The A500 ETF led the inflow on September 29 with a net inflow of 29.90 billion yuan, followed by several other broad-based ETFs with inflows above 10 billion yuan [3][5] Group 2 - Despite a significant rise in the brokerage sector, many investors chose to take profits, leading to substantial outflows from several brokerage ETFs [2][6] - The top three sectors attracting capital this month have been brokerage, robotics, and batteries [2][8] - The net inflow for the brokerage sector ETF in September reached 109.82 billion yuan, making it the highest among all ETFs [8][9] Group 3 - Sector-themed ETFs such as battery, semiconductor, chemical, gaming, fintech, dividend, and artificial intelligence have also attracted significant capital [4] - The leading sector-themed ETFs by net inflow included the battery theme ETF with 4.80 billion yuan and the semiconductor materials and equipment theme ETF with 4.55 billion yuan [4][5] - Overall, the capital inflow in September has been strong across various sectors, with notable interest in chemicals, non-ferrous metals, semiconductors, consumption, gaming, and dividends [8][9] Group 4 - The market indices collectively rose on September 29, with the Shanghai Composite Index up by 0.9% and the ChiNext Index up by 2.74% [3] - The financial sector saw a significant rally in the afternoon, with major brokerage stocks hitting their daily limits [6][10] - The central bank's meeting emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply [6][10]

9月30日，市场早盘震荡拉升，沪指小幅上涨。科创50指数表现强势，盘中涨超2%续创近4年新高。沪 深两市半日成交额1.36万亿，较上个交易日放量763亿。盘面上热点快速轮动，有色金属板块领涨两 市，博迁新材2连板，锡业股份涨停。存储芯片概念股延续强势，中电鑫龙7天4板，江波龙20cm涨停续 创历史新高。其他芯片股反复走强，助推科创50指数走高，其中华虹公司大涨续创历史新高。电池概念 股反复活跃，天际股份成功晋级3连板，石大胜华2连板。下跌方面，大金融方向走势疲软，银行、保险 板块跌幅居前。截至收盘，沪指涨0.40%，深成指涨0.31%，创业板指涨0.06%。 ...

Group 1 - Major global investors are focusing on long-term government spending to address geopolitical, technological, and demographic pressures, with investments in infrastructure, energy transition, healthcare, and defense [1][2] - UBS Chief Investment Officer Mark Haefele highlights that many investors have underestimated the impact of fiscal stimulus on real and financial assets due to concerns over rising fiscal debt in some countries [1][2] - Asset management firms are diversifying their investments in sectors such as electricity, resources, healthcare, and defense, following government actions [1][2] Group 2 - The U.S. July tax cuts and spending bill extends previous tax policies and increases funding for border security and defense, contributing to a multi-trillion dollar increase in government debt [2] - European fiscal support, including Germany's €500 billion infrastructure fund and NATO members' commitment to raise defense spending to 3.5% of GDP, has garnered attention from Wall Street [2] - Generali Asset Management's Antonio Cavarero notes that the scale and durability of these fiscal commitments are unprecedented compared to previous market cycles, leading to structural adjustments over several years [2][3] Group 3 - Cavarero emphasizes that sectors like nuclear power, energy infrastructure, biotechnology innovation, and defense are critical and cannot be ignored by the market [3] - The S&P 500 index has risen nearly 14% this year, primarily driven by AI-related momentum, while the European Stoxx 600 index has seen a more modest increase of 9.5% [3] - The European aerospace and defense stock index has surged nearly 68%, indicating a rising importance of defense and industrial sectors amid a broader market dominated by AI [3] Group 4 - Nuveen's Chief Investment Officer Saira Malik anticipates that market gains will expand from tech stocks to cyclical stocks, small-cap stocks, and value stocks [3][4] - Malik advises investors to maintain a balanced portfolio with a slight preference for U.S. markets, while also identifying opportunities in infrastructure, utilities, and waste management as effective inflation hedges [4] - Both UBS and Nuveen emphasize the importance of active management over passive strategies in the current investment climate [4]

在人工智能繁荣的头几年，将其与互联网泡沫进行比较，似乎不太合理。然而如今随着第三年即将过 去，债务水平的不断上升似乎让这种比较显得更真实了一些…… 在本轮AI浪潮的早期，财力雄厚的科技公司纷纷敞开钱袋，竞相争夺人工智能领域的领导地位。它们 主要依靠广告和云计算业务产生的现金流进行投资。因此，与二十五年前吹大泡沫时不同，前几年的市 场还并未出现以债务为燃料的计算和网络基础设施的投资狂欢。 而眼下，尽管大型科技公司仍占据人工智能前沿，且财务状况稳健，但一批杠杆率更高的企业似乎正引 领着可能改变这一繁荣格局的"新时代"。 少数小型企业——最引人注目的就是CoreWeave，长期以来其实就一直依靠创新融资，跃居人工智能浪 潮的前沿。 近期OpenAI等公司的雄心，则正将杠杆运用和巨额合同推向全新的高度。OpenAI正筹建数据中心网 络，未来数年投资额将至少达到1万亿美元。作为战略推进的一部分，该公司本月签署了一份为期五 年、价值3000亿美元的合同，甲骨文将据此为OpenAI搭建人工智能计算基础设施并进行租赁。 为履行合同义务，甲骨文必须在收到OpenAI全额付款前先行投入基础设施建设——而这意味着需要大 量融资借贷 ...

Core Insights - Qualcomm has launched the fifth-generation Snapdragon 8 flagship mobile platform, marking a strategic shift from peak performance competition to a focus on AI, energy efficiency, and real-world user experience [1][11] - The company emphasizes the importance of edge AI, believing it will provide unique advantages over cloud AI, particularly in personalized user experiences [2][3] AI as the Central Theme - AI is identified as the core topic of discussion, with Qualcomm executives acknowledging the need for technology to meet rising user demands [2] - The new NPU is designed with future model types and data formats in mind, showcasing Qualcomm's commitment to edge AI [2] Personalized AI Assistant - Qualcomm envisions the ultimate form of edge AI as a personalized assistant that can provide context-aware suggestions based on user data [3] - The ability to process personal data locally allows for real-time insights and low-power operation, which is seen as a significant step towards achieving true AI capabilities [3] Core Requirements for AI Deployment - Qualcomm has outlined five key requirements for successful AI deployment on mobile devices: high token processing speed, extreme power efficiency, robust security and privacy, minimal memory overhead, and accuracy of results [4][5][6] GPU Strategy Shift - Qualcomm is shifting its GPU strategy away from peak performance metrics, focusing instead on optimizing real-world application performance [7][8] - The introduction of High-Speed Memory (HPM) technology aims to enhance data throughput in real gaming scenarios, prioritizing user experience over benchmark scores [7][8] CPU Enhancements - The fifth-generation Snapdragon 8 features improvements in the Qualcomm Oryon CPU, focusing on sustained performance rather than just higher clock speeds [9] - Enhancements in IPC (Instructions Per Cycle) and increased CPU frequency points allow for better performance management and energy efficiency [9] System Engineering and Open Ecosystem - Qualcomm's design philosophy includes minimizing external memory access and utilizing efficient on-chip memory to meet the demands of large models [10] - The company aims to create an open ecosystem for video creation, contrasting with Apple's closed ProRes ecosystem, by supporting advanced video codecs [10] Semiconductor Process Outlook - Qualcomm is cautious about the future of semiconductor processes, emphasizing overall SoC optimization over merely adopting the latest fabrication technologies [11] - The fifth-generation Snapdragon 8's release reflects a strategic decision to prioritize real-world insights and optimizations over benchmark scores [11]

这台iPad背面有一个8GB标签，这表明它可能不仅仅是测试设备。苹果最初发布的iPad起始存储空间为 16GB，而且苹果从未推出过存储低于16GB的iPad。 凤凰网科技讯 北京时间9月30日，据科技网站MacRumors报道，在2010年发布初代iPad后，苹果曾测试 过一款只有8GB存储空间的第二代机型。经常获取稀有原型设备的知名YouTube博主AppleDemoYT最近 发布了一段视频，展示了这款测试版iPad的情况。 这款iPad运行的是苹果内部用于工厂测试的软件SwitchBoard，而不是iOS系统版本。它虽然在2011年制 造，但属于2012年款iPad，标识为iPad 2,4。这是一款原型机，苹果在设备生产的工程验证测试(EVT)阶 段使用过。 在iPad 3发布之前，市场曾有传闻称苹果计划推出一款8GB存储的低价版iPad 2，作为更实惠的机型选 择。但最终苹果以499美元推出iPad 3，同时保持16GB iPad 2的约399美元售价。8GB存储版iPad从未面 世。 苹果很可能认为8GB的存储空间对于平板电脑来说不够用，而且2012年正值苹果为iPhone逐步淘汰8GB 容量的时候。 ...