据智通财经消息，北京时间1月6日凌晨，拉斯维加斯CES 2026展会现场，英伟达CEO黄仁勋发表了长 达90分钟的主题演讲，正式宣布其新一代AI超级计算平台Vera Rubin已进入全面投产阶段。该平台的核 心——Rubin GPU，推理性能达到了上一代Blackwell平台的5倍。 AI时代的算力军备竞赛在2026年国际消费电子展上全面升级。英伟达Rubin平台配备HBM4内存，带宽 较前代提升2.8倍；SK海力士首次公开展示16层48GB的HBM4产品。与此同时，AMD推出了性能提升 10倍的MI455X芯片，并设定了"四年AI性能提升1000倍"的激进目标；英特尔则发布了首款基于18A制 程的酷睿Ultra 3系列处理器。 01 英伟达：Rubin平台 英伟达Rubin平台成为本次CES展会最受瞩目的发布之一。该平台采用极致协同设计，整合六款全新芯 片。Rubin在推理性能上相比Blackwell平台提升5倍，训练性能提升3.5倍，HBM4内存带宽提升2.8倍， 单GPU NVLink互连带宽翻倍。平台将生成token的成本降低至上一代的约十分之一。 英伟达正在推动医疗健康、气候科学、机器人、具身智能和 ...

OpenAI员工薪酬高企 凤凰网科技讯北京时间12月31日，据《华尔街日报》报道，OpenAI向投资者披露的财务数据显示，该 公司支付给员工的薪酬超过了近年来任何一家科技创业公司。 数据显示，OpenAI约4000名员工的股权薪酬平均每人约150万美元，是谷歌2003年披露的股权薪酬的7 倍多。谷歌在2004年上市。根据《华尔街日报》对薪酬研究公司Equilar的数据分析，这150万美元约为 其他18家大型科技公司上市前一年员工平均薪酬的34倍。该分析回顾了过去25年来主要科技公司的IPO 情况。 这些薪酬数据已按2025年美元价值进行调整，以考虑通货膨胀的影响。截至发稿，OpenAI发言人拒绝 对此置评。 扎克伯格的招聘攻势吸引了20余名OpenAI人员加入，其中包括ChatGPT联合创造者赵晟佳。据《华尔街 日报》此前报道，OpenAI在8月向其一些研究与工程人员发放了一次性奖金，部分员工获得了数百万美 元。 这些财务数据由OpenAI在今年夏季与投资者分享。数据显示，OpenAI的股权薪酬预计将以每年约30亿 美元的幅度增长，直到2030年。OpenAI近期告知员工，将取消要求员工在职至少六个月才可获得 ...

员工们或许希望在新的一年里，AI终于能接手那些枯燥繁重的工作，从而减轻负担、缩短每周工时， 或者至少为办公室之外的生活腾出更多空间。 尽管Z世代越来越要求工作与生活的平衡，但为在AI竞赛中保持领先，包括英伟达（Nvidia）首席执行 官黄仁勋（Jensen Huang）在内的多位《财富》美国500强企业老板，在2025年反而强化了加班文化。 年轻人对此尤其渴望。根据人力资源机构任仕达（Randstad）的数据，2025年有74%的Z世代在择业时 将"工作与生活平衡"列为首要考虑因素，比例高于其他任何世代。在任仕达发布超过20年的《工作趋势 报告》（Workmonitor）中，这是"工作与生活平衡"首次超越薪酬，成为所有员工最看重的因素。 然而，随着AI重塑企业结构、提升生产效率，许多企业高管却比以往更加拼命工作，并期望所有人都 能跟上。 从强制要求返回办公室，到赞扬全天候待命的工作态度，CEO们正在塑造一种工作与生活界限模糊的文 化。例如，英伟达首席执行官黄仁勋表示，他今年每周工作七天，节假日也不例外；Zoom首席执行官 袁征（Eric Yuan）则直言："工作就是生活。" 展望2026年，工作与生活平衡的梦 ...

Group 1 - The Federal Reserve announced a 25 basis point interest rate cut, marking the third cut of the year, with Wall Street's reaction being relatively calm [1] - The voting results showed a significant division with 9 votes in favor and 3 against, indicating a potential end to the Fed's era of consensus [3][5] - The dissenting votes came from the Chicago and Kansas City Fed presidents, who expressed concerns about premature rate cuts potentially reigniting inflation [3][5] Group 2 - The current division within the Fed is notable as it openly displays disagreements, contrasting with previous meetings where differences were typically unified [5][8] - The Fed's decision-making is complicated by a lack of reliable economic data due to a 43-day government shutdown, leading to reliance on less comprehensive private data sources [10][12] - The Fed's Chairman Powell acknowledged that the employment market might be "overestimated," indicating uncertainty in the current economic indicators [15][17] Group 3 - The nature of inflation has evolved, with new challenges such as "tech inflation" arising from competition for resources in the AI sector, complicating traditional monetary policy responses [21][23] - The competition among tech companies for GPUs and data centers is driving up costs, which may not be effectively managed through interest rate adjustments [25][27] - The Fed is caught in a dilemma between raising rates to control inflation and supporting technological investments deemed critical for national security [28][30] Group 4 - The recent rate cut appears to be a cautious compromise amid internal disagreements and unreliable data, reflecting a "walking a tightrope" approach by the Fed [32] - The evolving nature of inflation and the internal conflicts within the Fed suggest that future policy decisions may be increasingly challenging [34]

近日黄仁勋就直接指出，美国或将在"AI竞赛"当中被中国反超。他给出的理由是，虽然美国在AI领域当中暂时领先，但是决定算力的基础能源电力，中国则 是美国的两倍。 因为中国在电力方面的建设规模与发展速度实在是太惊人了，截止到2023年，中国的发电量就约为9.4万亿千瓦时，是美国的2倍多了！ 而在速度方面那就更加不用说了，黄仁勋说，美国建设一个数据中心大约需要三年时间，而中国7天就能够建好一座医院。你说这还要怎么比啊？ 打个比方，如果说芯片是更加先进的跑车，那么支持它跑更快的电力就是一条高速公路，如果没有了这条高速公路，即使再快的跑车也很难跑到120码。所 以黄仁勋就担心，能源短缺会比芯片封锁更加致命！ 那么问题来了，在AI领域当中美国一直是严防死守，不给中国留一点机会，可是为什么中国还能够在这场终极博弈中弯道超车呢？又为什么说电力是新能 源革命的核心呢？这对我们普通人来说又会产生哪些影响呢？ 想要搞懂以上这些问题啊，那我们就先来回顾一下世界的能源霸权史。 曾经的日不落帝国，与其说经济的崛起是因为蒸汽机和工业革命带来的红利，倒不如说当时的英国掌控了全球的煤炭资源！ 因为虽然瓦特改良的蒸汽机提供了更加先进的动力，但是 ...

地球上未来将奔跑着 400亿台人形机器人 。 正在训练的 Grok 5，是马斯克人生中第一次觉得有10%的机会真正触碰通用人工智能（AGI）的边界。 特斯拉下一代 AI5芯片要实现性能两三倍于英伟达、成本降至十分之一 ！ 未来是 一个 "没有App、全民高收入"的 世界 …… 埃隆 ·马斯克最近在两场重磅访谈中，向世界抛出了一份极具冲击力的"未来预言清单" 。 他从技术、经济到人类意义上，重新定义我们所认知的世界 。 以下是马 斯克在巴伦资本和乔 ·罗根播客中的 重要观点 。 未来全球机器人的总量可达300-400亿 在与巴伦的谈话中，埃隆 ·马斯克对未来人形机器人的规模及其核心价值分享了他的观点。 他相信，人形机器人将是一个逐步发展的过程。在工业场景中每一个人可能对应三到四台机器人，全球总 量最终可能达到 300到400亿台。 正因如此， OpenAI设立之初的使命便是成为"谷歌的反面"：非营利、开源。他投入了全部启动资金，但 拒绝了后来的股权，因为他认为，一 个非营利组织发放股份是违法的、不道德的 ， 所以彻底放弃了所有 权。 关于成本，他预计当 Optimus年产量稳定在一百万台后，单台制造成本可控制在 ...

Group 1 - Michael Burry, known as the "Big Short," has again shorted Nvidia, with his fund Scion Asset Management revealing that approximately 80% of its assets are allocated to short positions on Nvidia and Palantir, amounting to over $1 billion in nominal value [1][3][5] - Following the disclosure of Burry's short positions, Nvidia's market value has dropped by approximately $455.1 billion (around 3.24 trillion RMB) over four trading days, with Nvidia's stock price falling by 9% [1][5][29] - Despite the significant drop in Nvidia's stock price, market interest in shorting Nvidia appears to be declining, with short positions decreasing from about 315 million shares to approximately 211 million shares between June 2024 and October 2025 [21][23] Group 2 - Burry's fund holds approximately $9.12 million in Palantir put options and about $1.87 million in Nvidia put options, indicating a strong bearish stance on these AI companies [5][6] - Palantir's CEO has publicly criticized Burry's actions, asserting that the company is genuinely profitable in the AI sector, and emphasized their commitment to delivering strong performance despite being targeted for shorting [18][19] - The broader market sentiment has been cautious, with major investment banks adopting a dual strategy of supporting AI investments while simultaneously preparing for potential downturns by shorting stocks [24][25] Group 3 - The U.S. government shutdown has entered its 39th day, causing significant volatility in the stock market, with major indices experiencing sharp declines before recovering slightly [26][35] - The Nasdaq index recorded its worst weekly performance since April, with a cumulative drop of 3.04%, and major AI-related companies collectively losing about $800 billion in market value [32][48] - Bitcoin's price has also seen significant fluctuations, dropping 18% over the past month, with a brief dip below $100,000 [47][49] Group 4 - The demand for electricity from AI companies is surging, with reports indicating that data centers are driving a significant increase in electricity demand in the UK, which has doubled compared to peak demand levels [44][45] - Major tech companies, including Microsoft, are facing challenges in securing sufficient power for their operations, highlighting the growing strain on energy resources due to the rapid expansion of AI infrastructure [44][45] - Analysts predict that by 2027, the electricity consumption of AI servers will be 50 times that of cloud servers five years ago, indicating a substantial increase in energy requirements for the AI sector [45]

AI Competition Landscape - Nvidia CEO Huang Renxun adjusted his statement, emphasizing that China is only "a few nanoseconds" behind the US in AI, while the US is accelerating its progress [1] - The key is for the US to accelerate and win the support and adoption of global developers [1] - Huang Renxun previously stated that China would win the AI race due to lower energy costs and relaxed regulations [1] Regulatory Environment - Huang Renxun criticized the "cynicism" of Western countries, including the US and the UK, and called for more "optimism" [1] - He specifically pointed out that the implementation of AI rules by individual US states could bring a potential burden of "50 new regulations" [1]

Market Overview - The A-share market has seen a significant surge, with the Shanghai Composite Index reaching a new high for the year, peaking at 3999.07 points, just shy of the 4000-point mark [1] - The Asia-Pacific markets have collectively strengthened, with the Nikkei 225 index breaking the 50,000-point barrier for the first time in history, driven by optimism regarding the new Prime Minister's stimulus policies and positive trade negotiations involving the U.S. [3] Currency and Capital Flows - Recent data indicates a notable return of cross-border capital, with the State Administration of Foreign Exchange reporting a bank settlement and sales surplus of $51 billion (approximately 362.7 billion RMB) in September, the highest monthly level since December 2020 [4] - The surplus reflects a growing demand for converting foreign exchange into RMB, with September's bank settlement reaching $264.7 billion and sales at $213.6 billion, resulting in a significant surplus [4] - The shift in corporate behavior, with companies accelerating the sale of U.S. dollars in response to the Federal Reserve's interest rate cuts, has contributed to this trend [6] Foreign Investment Sentiment - There is an increasing willingness among both domestic and foreign entities to hold RMB-denominated assets, as evidenced by a net inflow of $93.1 billion in foreign securities investment into China over the first three quarters, marking four consecutive quarters of net inflows [7][5] - The strong settlement surplus of $51 billion indicates rising optimism towards the RMB, with offshore RMB reaching its strongest level since November of the previous year [7][9] Upcoming Economic Events - The upcoming week is critical for global markets, with the Federal Reserve's meeting on October 30 expected to result in another 25 basis point rate cut [13] - The Bank of Japan and the European Central Bank will also announce their interest rate decisions on the same day, with market expectations leaning towards a potential rate hike from Japan and a hold from Europe [14] - The market is closely monitoring the Federal Reserve's communications for signals regarding future rate adjustments and the potential end of quantitative tightening [16][17] Earnings Reports - The end of October will see a concentrated wave of earnings reports from major tech companies, including Microsoft, Meta, and Alphabet, with Apple and Amazon following shortly after [18] - Analysts expect a profit growth of 16.6% for the "Tech Seven" this quarter, compared to 8.1% for other S&P 500 companies, indicating strong performance in the tech sector [19]

Core Insights - Korean retail investors, known for their aggressive investment strategies, are increasingly turning to complex leveraged VIX products to hedge against risks in the U.S. stock market or for speculative purposes amid growing concerns over valuation bubbles [1][3]. Group 1: Investment Trends - The 2x long VIX futures ETF (UVIX) has attracted approximately $130 million in inflows from Korean investors this year, making it one of the most favored U.S.-listed ETFs among them [3]. - These inflows account for about 20% of the global inflows into the UVIX ETF, highlighting the unique risk appetite of Korean retail investors [3]. Group 2: Motivations Behind Investment - Investors are motivated by dual factors: some are buying VIX-related products to hedge their substantial long positions in U.S. stocks, while others are engaging in high-risk speculation, betting on an imminent market correction [3]. - Analysts warn that these leveraged VIX products carry significant risks, and Korean retail investors may not fully understand the complexities involved [3][4]. Group 3: Market Sentiment and Risks - The Korean retail trading community, referred to as the "ant army," is known for embracing risk, with many discussing VIX or leveraged products in public groups on platforms like Kakao Talk [4]. - Despite ongoing risk warnings, the aggressive bets by the "ant army" on market volatility have become a unique barometer for market sentiment and risk perception [4].