完整早报音频，请点击标题下方小耳机收听 【智元机器人否认拟收购上纬新材 63.62% 股份为借壳上市，称二者业务协同方案后续会对外公 布】 上纬新材 8 日 发布公告称，智元机器人至少收购其 63.62% 股份，引发市场广泛关注。该交 易是否构成借壳上市？智元机器人方面回应记者称，"本次行动仅为收购控股权，不构成《重大资产 重组办法》所定义的借壳上市"。另外，就两家公司的主营业务即新材料与机器人，能否达成有效业 务协同的问题，上纬新材证券部相关人员向记者解释称，"公司现有部分业务确实会应用于机器人领 域，后续具体的业务协同方案将在整合一段时间后对外公布。（蓝鲸新闻） 【英伟达再度刷新纪录新高 ， 成为首家市值达到 4 万亿美元的公司】 7 月 9 日 消息 ，英伟达股 价达到一个里程碑，今日，这家人工智能计算 AI 公司股价再度刷新记录新高，日内上涨 2.5% ，报 163.9 美元 / 股，总市值达 4 万亿美元，这超过了英、法、德等国家的股票总市值。英伟达股价较 4 月低点已上涨 89% 。英伟达股价受益于市场对其在人工智能领域领先地位的乐观预期，以及对其 AI 芯片需求激增的期待。近日， Loop Ca ...

The Prompt: OpenAI Backs New AI Training Academy For Teachers https://t.co/HbLbnef1wY https://t.co/HbLbnef1wY ...

智通财经APP注意到，由英伟达(NVDA.US)支持的Perplexity AI推出了一款名为Comet的AI驱动网络浏 览器，这家初创公司正努力挑战Alphabet(GOOGL.US)旗下谷歌的统治地位。 Perplexity称，在Comet中，用户数据仅存储在本地浏览器中，绝不会用于模型训练。 从7月9日开始，Comet将面向Perplexity Max订阅用户开放。该公司表示，仅限邀请的访问权限将在夏季 逐步向候补名单用户开放。新用户还将获得有限数量的邀请名额用于分享。 去年，微软(MSFT.US)支持的OpenAI为ChatGPT添加了搜索引擎功能，并于近期向所有用户开放该服 务。谷歌也推出了一项名为"AI概览"(AI Overviews)的AI驱动搜索功能，该功能于去年亮相。 该公司在周三的博客文章中表示："Comet将整个浏览会话转变为单一、无缝的交互，将复杂的工作流 程简化为流畅的对话。" Comet允许用户在统一的界面中提问、执行任务和进行研究。该浏览器配备了Comet助手，可以比较产 品、总结内容、预订会议等。 Perplexity表示，Comet能在保持完美上下文的情况下执行完整的工作流程 ...

人工智能（AI）的迅猛发展正深刻改变着世界，但一些最先进的AI模型却开始表现出令人警惕的行 为：它们不仅会精心编织谎言，谋划策略，甚至威胁创造者，以达到自己的目的。 物理学家组织网在上个月一则报道中指出，尽管ChatGPT已问世两年多，AI研究人员仍无法完全理解这 些"数字大脑"的运作方式。AI的"策略性欺骗"已成为科学家和政策制定者需要直面的紧迫挑战。如何约 束这些越来越聪明却可能失控的AI，已成为关乎技术发展与人类未来的关键议题。 "策略性欺骗"行为频现 随着AI模型日益精进，它们的"心机"也越来越深。研究人员发现，这些"数字大脑"不仅会撒谎，甚至学 会了讨价还价、威胁人类——它们的欺骗行为正变得越来越具有策略性。 早在2023年，一项研究就捕捉到GPT-4的一些"不老实"的表现：在模拟股票交易时，它会刻意隐瞒内幕 交易的真正动机。香港大学教授西蒙·戈德斯坦指出，这种欺骗行为与新一代"推理型"AI的崛起密切相 关。这些模型不再简单应答，而是会像人类一样逐步解决问题。 安全研究面临多重困境 业界专家表示，AI技术的发展高歌猛进，但安全研究正面临多重困境，犹如戴着镣铐跳舞。 首先是透明度不足。尽管Anthro ...

Market Overview - US stocks rose, led by major tech companies, with the Nasdaq up nearly 1% and the S&P 500 gaining 0.61% [2] - Nvidia's market capitalization briefly surpassed $4 trillion, closing up 1.8%, leading the tech giants [3] - US Treasury prices rebounded, with the 10-year Treasury yield dropping nearly 7 basis points [2][6] - Bitcoin surged to $112,000, marking a nearly 19% increase this year [2] - Oil prices remained stable despite a significant increase in crude oil inventories, the largest since January [2] Key Economic Indicators - China's June CPI rose 0.1% year-on-year, with core CPI reaching a 14-month high, while PPI's year-on-year decline expanded to 3.6% [3][10] - Trump's new tariffs target eight countries, with a 50% tariff on Brazilian imports, the highest to date [3][10] - The US Treasury Department reported a significant decrease in the risk of a "debt issuance wave" [12] Company News - Nvidia's market cap reached $4 trillion, with expectations for strong earnings in the upcoming earnings season [15] - OpenAI is set to launch an AI browser, challenging Google's Chrome dominance [15] - Amazon's extended Prime Day sales saw a significant drop in initial sales, raising concerns about consumer interest [15] - Hong Kong Jockey Club plans to sell $1 billion in private equity funds, including assets from Blackstone and Warburg Pincus [15][16] Industry Insights - The engineering machinery sector is experiencing a recovery, with excavator sales in June up 13% year-on-year [25] - The photovoltaic industry is undergoing a "de-involution" movement, with supply-side reforms expected to impact the silicon material segment [26] - The AI sector in China is seeing strong growth, with AI agents and multi-modal models becoming key growth drivers [20]

Thanks so much, Melissa Reed. Thanks so much for joining me here in Sun Valley. I want to start off with a topic that I'm hearing a lot of conversation about, which is the AI talent war.We've heard how Meta and Open AAI are in this AI talent war. They're competing with Microsoft, which you're on the board of, along with Apple and Amazon and Google for AI talent and also just competing in this AI race in general. Which of these companies do you think is best positioned to win the AI race. Well, I think the g ...

Hello and welcome to Market Domination. I'm Josh Lipton live from our NYC headquarters. There's just an hour to go until the closing bell stocks edging higher here after President Trump unveiled more tariff letters directed at US trading partners. And while AI chipmaker Nvidia, meanwhile, became the first company to ever touch a $4 trillion market cap. Let's welcome in now RBC Capital Markets head of derivative strategy. That would be Amy Wu Silverman along with Yahoo Financ's Washington correspondent Ben W ...

Core Viewpoint - Nvidia-backed Perplexity AI has launched a new AI-powered browser called Comet, aiming to challenge Google's dominance in the browser market [1] - OpenAI is also reportedly planning to introduce its own AI web browser, indicating a growing competition in this sector [1] Market Context - As of June, Google Chrome holds a significant 68% share of the global browser market, reinforcing its position as the most widely used browser [1]

Core Insights - OpenAI is set to launch an AI-driven browser aimed at fundamentally changing consumer web browsing, directly challenging Google's Chrome dominance [1][2] - The browser integrates a chat interface and AI agent functionalities, potentially impacting Google's advertising ecosystem and search traffic [1][2] - OpenAI's browser is built on Google's open-source Chromium project and aims to enhance user engagement and data acquisition for future innovations [2][3] Group 1: Product Features and Innovations - The browser will allow users to interact in a ChatGPT-like interface, reducing the need for traditional website navigation [1][2] - It will enable AI to perform tasks such as booking and form filling directly within the browser, significantly improving efficiency [2] - OpenAI has recruited former Chrome project executives to bolster the technical and strategic foundation of the new product [2] Group 2: Market Dynamics and Competition - Google's Chrome currently holds over two-thirds of the global browser market share, with more than 3 billion users, making it a formidable competitor [4] - The introduction of OpenAI's browser could challenge Google's data advantage and advertising business, which relies on deep user behavior insights [4] - The ongoing evolution of AI technology is shifting the browser competition from mere traffic distribution to control over user behavior data and downstream service capabilities [4] Group 3: Strategic Implications - The browser launch is part of OpenAI's broader strategy to find new growth avenues amid competition from Google and others [3] - OpenAI's acquisition of AI hardware startup io for $6.5 billion indicates a commitment to expanding its ecosystem beyond software [3] - The direct competition between OpenAI and Google is expected to reshape industry dynamics and value chains [5]

US-China Tech Competition & Trade Negotiations - Both the US and China are heavily investing in infrastructure (data, energy computation, and human capital) to lead in AI [1][2][4] - The US technology industry seeks a conducive environment for domestic investment, exemplified by projects like Stargate and significant investments from companies like Apple ($500 billion) and IBM ($150 billion), totaling over $2 trillion [4][5] - Trade negotiations with China involve potential loosening of export controls on semiconductors as a bargaining chip [6][8] - A year ago, China was unwilling to negotiate with the US unless export controls were lifted, but export controls are now part of the discussions [7][8] Semiconductor Industry & Export Controls - The Trump administration placed 22 chips on the export control list in April, designed to comply with China's market [9] - There's uncertainty regarding whether the Trump administration will lift these controls or further unwind Biden administration controls on advanced semiconductor equipment [9][10] - Companies like AMD and Nvidia desire continued access to the Chinese market, balancing national security interests with economic interests [11] Rare Earth Elements & Supply Chain - China uses its dominance in rare earth elements as leverage in negotiations with the US [16] - China is loosening controls on rare earth approvals but only granting licenses for six months, retaining leverage [19] - US companies applying for rare earth approvals in China face invasive questions about sensitive business information [19] Talent & AI Development - China is rapidly deploying AI talent, prompting the US to launch AI education initiatives to develop homegrown talent and attract international experts [20][21] - The US needs to attract and retain AI talent, especially first or second-generation immigrants who often start technology companies [21]