本文来自：华尔街见闻，作者：龙玥，原文标题：《"讨好"特朗普，硅谷巨头"齐聚白宫"支持"第一夫 人"的AI计划》，题图来自：视觉中国 美国科技巨头似乎正以"讨好"姿态，向华盛顿靠拢。 据英国《金融时报》9月4日报道，近日，微软首席执行官萨蒂亚·纳德拉、OpenAI首席执行官萨姆·奥特 曼、谷歌首席执行官桑达尔·皮查伊和苹果首席执行官蒂姆·库克等科技领袖齐聚白宫，共同为美国第一 夫人梅拉尼娅·特朗普发起的一项旨在"帮助美国儿童学习使用AI"的计划背书。 在当晚的晚宴上，Meta首席执行官马克·扎克伯格和微软创始人比尔·盖茨分别坐特朗普夫妇两侧。 奥特曼在发言中感谢特朗普总统是"一位如此亲商、亲创新的总统"，纳德拉与皮查伊也表达了强烈的支 持。这些表态伴随着切实的承诺，包括微软和谷歌等公司宣布的重大投资计划。 这场晚宴，正值科技行业面临来自美国政府的巨大压力之际。从日益增多的反垄断诉讼到总统本人发出 的关税威胁，与本届政府建立良好关系似乎已成为科技公司规避风险的优先事项。 我很荣幸能在这里支持第一夫人的总统AI挑战。我们非常感谢在座各位的合作，也感谢第 一夫人和本届政府的引领。 二、示好背后：反垄断与关税下的战略 ...

【观网财经丨 智能早报 9月5日】 国家标准委：将围绕人工智能、物联网等领域制修订国家标准4000余项 9月4日，市场监管总局召开的新闻发布会上介绍，今年以来，国家标准委发布了制造业转型升级相关国 家标准600余项，有力支撑和引领制造业高端化、绿色化和智能化转型升级。下一步，国家标准委将聚 焦制造业转型升级的关键领域与薄弱环节，加大行业急需、先进适用的标准供给力度，加快标准更新升 级，重点围绕人工智能、物联网、循环利用、能耗能效、新材料、高端装备等领域制修订国家标准4000 余项。同时强化标准实施应用，加强对重点领域、重点产业链的标准实施情况监测，推动标准与产业、 财政、金融、税收等政策的协同配套，确保标准实施效能充分发挥。 据解放日报，机器人开启"走穴"模式。今年6月起，智元机器人已完成来自境内外各景区、金融机构、 商场、政府部门商单不下百单，这些机器人每台每日常规"出场费"约1.5万元。进工厂、进家庭是机器 人的核心目标，但这并不妨碍它开拓副业。机器人商演是一时的热闹与噱头，还是市场巨大且真实的刚 需？柯进网络科技（上海）有限公司董事长曹亚坦言，短期内，机器人商演将从敲锣打鼓炫技向舞台剧 等领域纵深发展。 ...

Group 1: National Standards and Manufacturing - The National Standards Committee plans to revise and formulate over 4,000 national standards focusing on key areas such as artificial intelligence, the Internet of Things, and new materials to support the transformation of the manufacturing industry [1] - In 2023, the National Standards Committee has already released over 600 national standards related to the transformation and upgrading of the manufacturing industry, promoting high-end, green, and intelligent development [1] Group 2: AI Developments - DeepSeek aims to release its AI agent by the end of this year [2] - OpenAI is collaborating with Broadcom to mass-produce its self-developed AI chips, with shipments expected next year [2] - Apple plans to develop an AI-based web search tool for Siri to compete with OpenAI, with a launch expected next year [3] Group 3: Robotics and Automation - Zhiyuan Robotics has adopted a "performance" model, earning approximately 15,000 yuan per day per robot since June, with over a hundred contracts from various sectors [4] - UBTECH has secured a record contract worth 250 million yuan for humanoid robots, marking the largest contract in the global humanoid robot sector to date [5] Group 4: Consumer Electronics - Huawei launched the Mate XTs foldable smartphone, starting at 17,999 yuan, featuring the Kirin 9020 chip and HarmonyOS 5.0, with a 36% performance improvement [6] - Huawei's smartwatch shipments have surpassed Apple's for the first time, driven by a recovery in consumer demand, particularly in the Chinese market [7][8] Group 5: Supply Chain and Labor Market - Foxconn and other Apple supply chain companies are aggressively hiring due to the upcoming iPhone 17 release, with hourly wages significantly higher than non-Apple factories [9]

Market Overview - The A-share market experienced a decline on September 4, with the Sci-Tech Innovation Board and the ChiNext leading the drop, influenced by multiple factors including profit-taking and potential regulatory measures to cool speculative behaviors [1] - Despite the short-term adjustment, Huabao Fund maintains that the medium-term slow bull logic remains unchanged, citing historical averages in margin trading and overall valuation levels as indicators of a non-overheated market [1] AI Sector Developments - DeepSeek, a Chinese AI company, is reportedly developing an advanced AI model aimed at competing with OpenAI, with expectations for a commercial explosion in AI agents by 2025 [1] - The focus on enterprise service SaaS firms is anticipated to benefit from the upcoming AI agent wave [1] Huawei's Product Launch - Huawei launched the Mate XTs foldable smartphone featuring the Kirin 9020 chip and HarmonyOS 5.0, marking the first public display of the Kirin chip in four years [2] - The launch is expected to drive domestic substitution in key industry segments such as RF front-end, analog chips, and high-end CIS [2] Apple and Consumer Electronics - Apple is set to hold a product launch event on September 9, with expectations for the iPhone 17 release, which could lead to valuation recovery and improved market conditions for the Apple supply chain [3] - September is traditionally a month with numerous consumer electronics catalysts, including product launches from Huawei and Meta [3] Investment Opportunities - The AI sector is highlighted as a key investment area, with the Sci-Tech Innovation Board expected to see a rebound due to recent policy discussions aimed at supporting frontier technology companies [4] - Concerns over security vulnerabilities in Nvidia chips may lead domestic clients to consider alternatives, suggesting a long-term focus on domestic chip manufacturers like Huawei's Ascend, Cambricon, and Haiguang [4]

Group 1 - President Trump announced that he will soon impose tariffs on semiconductor imports, excluding products from companies like Apple that have committed to increasing investments in the U.S. [1][3] - During a dinner with tech executives, Trump mentioned that companies that do not invest in the U.S. will face tariffs, while those that establish production lines in the U.S. will be exempt from these tariffs [3][4] - Apple has pledged to invest $600 billion in domestic manufacturing, which aligns with Trump's tariff strategy [3] Group 2 - Trump previously indicated that the tariff rates could be significantly higher than 100%, potentially reaching 200% or 300% [4]

美东时间周四(9月4日)，美股集体收高，三大指数均涨近1%，其中标普500指数再创收盘新高。疲软的ADP私营企业就业人数使投资者认为足以让美联储在9 月降息，但又不足以预示衰退，而市场焦点将转移到今晚将公布的8月非农就业数据。 截至收盘，标普500指数涨0.83%，报6502.08点，刷新了上周四录得的收盘纪录，这也是该指数年内第21次收于新高；道琼斯指数涨0.77%，报45621.29点； 纳斯达克指数涨0.98%，报21707.69点，两者也均处于历史高位附近。 来源：市场资讯 （来源：要闻君） 【市场点评】 隔夜美股盘前公布的"小非农"，8月私营企业就业人数增幅为5.4万人，低于市场预估。加上初请失业金人数高于预期，共同指向美国劳动力市场正在降温， 这令交易员认为，疲软的数据足以让美联储在9月降息，但又不足以预示衰退。 有分析师指出，美联储已经无法无视劳动力市场的变化，因为ADP数据强化了显著放缓的说法，"可以预期央行9月降低利率，以平衡风险。" 而今晚即将公布的非农就业数据或将"拍板"美联储9月利率决议。交易员们希望该报告能够增强未来进一步降息的可能性，同时又不至于引发市场对经济衰 退的恐慌。 | 取 ...

Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones up by 350.06 points (0.77%) to 45621.29, the Nasdaq rising by 209.96 points (0.98%) to 21707.69, and the S&P 500 increasing by 53.82 points (0.83%) to 6502.08 [4][5]. Employment Data - The ADP employment report indicated an increase of 54,000 jobs in August, which was below the expected 65,000, and the previous value was revised from 104,000 to 106,000. This slowdown in hiring supports the view of cooling labor market demand and strengthens expectations for a Federal Reserve rate cut [6]. - Initial jobless claims rose to 237,000, exceeding expectations and increasing by 8,000 from the previous week, further confirming the trend of a slowing labor market [6]. Federal Reserve Insights - Federal Reserve official Williams predicted that rate cuts will become "appropriate over time," although he did not specify the timing or pace of such actions [7]. - Fed official Harker reiterated that there is currently no reason to lower rates, as inflation remains above the Fed's 2% target and continues to rise [8]. - According to CME Group's FedWatch tool, traders increased bets on a rate cut by the central bank on September 17 following the ADP report [9]. Technology Sector Performance - Major technology stocks collectively rose, with Amazon increasing over 4%, Facebook up more than 1%, Tesla rising over 1%, Google up 0.71%, Nvidia up 0.61%, Apple up 0.55%, and Microsoft up 0.52% [11]. Oil and Gold Market Trends - Oil prices fell due to concerns that OPEC+ may increase supply in the upcoming meeting. WTI crude oil for October delivery decreased by 0.8% to settle at $63.48 per barrel, while Brent crude for November delivery fell by 0.9% to $66.99 per barrel [15]. - U.S. crude oil inventories rose by 2.4 million barrels, exceeding expectations, which added pressure to oil prices [15]. - Gold prices experienced a slight decline, with spot gold down 0.4% to $3545.85 per ounce and COMEX gold futures down 0.95% to $3601.00 per ounce [17].

Meta’s Mark Zuckerberg and Apple’s Tim Cook joined tech industry leaders in touting their pledges to boost spending in the US on artificial intelligence during a dinner hosted by President Trump https://t.co/gvBE4jw6Ra ...

美国总统唐纳德·特朗普表示，他"很快"将对半导体进口征收关税，但不包括苹果等公司的商品，它们 已承诺增加对美国的投资。 在涉及苹果可能面临的进口关税时，特朗普周四表示，苹果首席执行官提姆·库克的状况会不错，特朗 普提及苹果近期的投资承诺。 总统在白宫与库克等全球最大科技公司的高管和创始人共进晚餐，这是一次罕见的聚会，期间他做出回 应。 特朗普先前曾暗示，关税税率可能远高于100%，甚至最高可能达到200%或300%。 责任编辑：栎树 "我已经和这些人讨论过芯片和半导体的问题，我们将对那些不来的公司征收关税，"特朗普说。"我们 很快就会征收关税。你们可能听说了，我们会征收相当可观的关税，或者说，虽然没那么高，但相当可 观的关税。" 他补充道，"如果他们进来、建造、计划进来，就不会有关税。" 特朗普上个月与库克一起参加活动时说，他计划对半导体征收100%的关税，但那些将生产线迁回美国 的企业，它们的产品将被豁免。苹果已承诺斥资6000亿美元用于国内制造计划。 ...

Group 1 - The U.S. government plans to impose tariffs on semiconductor imports from companies that do not produce in the U.S. [1] - President Trump indicated that the tariffs would be significant but not excessively high, and companies that produce in the U.S. could receive exemptions [1] - Trump's tariff strategy is part of a broader diplomatic approach to exert political pressure and renegotiate trade agreements [1] Group 2 - Apple plans to increase its investment in the U.S. to a total of $600 billion over the next four years [2] - The proposed tariff on imported semiconductors could reach approximately 100%, but it will not apply to companies already producing or committed to producing in the U.S. [2]