大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 昨夜今晨 【金正恩何时到达中国？中方回应】 8月28日，外交部发言人郭嘉昆主持例行记者会。 日本NHK记者提问，中方今天上午宣布，朝鲜最高领导人金正恩将出席中国人民抗日战争暨世界反法西斯战 争胜利80周年纪念活动。请问金正恩委员长什么时候到达中国？什么时候离开中国？仅访问北京吗？ 郭嘉昆回应，朝鲜劳动党总书记、国务委员长金正恩将出席中国人民抗日战争暨世界反法西斯战争胜利80周年 纪念活动，具体情况中方将适时发布消息，你可以保持关注。 【OpenAI发布GPT-Realtime，AI Agent进入超逼真对话时代】 据华尔街见闻，OpenAI发布语音模型GPT-realtime。GPT-realtime是一个专用于语音AIAgent的多模态模型，能 够生成更加自然流畅的语音，完美模仿人类丰富多样的语调、情感以及语速，支持图像理解并将其与语音或文 本对话相结合使用，非常适用于客服、教育、金融、医疗等领域打造语音智能体。GPT-realtime还新增了Marin 与Cedar两种极具特色的语音，同时对原有的8种语音也进行了全面升 ...

Core Viewpoint - Nvidia's recent financial forecast indicates a potential slowdown in growth after two years of rapid expansion in the artificial intelligence sector, despite a strong overall performance in the market [1][2]. Financial Performance - Nvidia expects third-quarter sales to reach approximately $54 billion, aligning with Wall Street expectations but falling short of some analysts' optimistic projections exceeding $60 billion [1]. - In the previous quarter, Nvidia's sales grew by 56% to $46.7 billion, slightly above market expectations of $46.2 billion, but this marked the smallest percentage increase in over two years [2]. Market Position and Future Outlook - Nvidia has become one of the largest chip manufacturers globally, with annual sales projected to reach $200 billion and expected to exceed $300 billion by 2028, capturing about one-third of total revenue in the chip industry [9]. - CEO Jensen Huang emphasized the vast future opportunities in artificial intelligence, predicting infrastructure spending could reach $3 trillion to $4 trillion by the end of the century [1]. - Nvidia's growth heavily relies on spending plans from a few large data center operators, such as Microsoft and Amazon, which account for about half of its sales [1].

Core Viewpoint - Domestic hydropower stations are replacing Western industrial control systems with domestically produced programmable logic controllers (PLCs) that utilize Loongson processors to enhance security and avoid vulnerabilities associated with networked systems [1][11]. Group 1: Industry Context - The switch to domestic PLCs signifies a broader trend in China's hydropower sector, where major facilities like the Xiluodu, Three Gorges, and Xiangjiaba hydropower stations have adopted new control systems [11]. - Historically, the PLC market has been dominated by foreign companies, with Siemens S7-300 and Schneider Premium series being commonly used in Chinese hydropower stations, which posed significant security risks [7][11]. Group 2: Technological Implications - The new PLCs developed by Aotuo Technology are based on the Loongson processor, featuring extensive communication interfaces and program space to ensure efficient operation [9][15]. - The ability to customize communication protocols and functionalities allows these PLCs to adapt to complex control scenarios, fulfilling the operational requirements of critical equipment like the tubular valve [9][11]. Group 3: Security Concerns - The reliance on foreign control systems has raised alarms about potential backdoors and vulnerabilities that could be exploited for remote control of critical infrastructure [11][13]. - Historical incidents, such as the Stuxnet virus attack on Iran's nuclear facilities, highlight the risks associated with using foreign PLCs, emphasizing the need for self-sufficiency in critical technology [13][15]. Group 4: Future Directions - The ongoing geopolitical tensions necessitate that China develops its own technology in communication and chip sectors to mitigate risks associated with foreign dependencies [17][48]. - Establishing a fully domestic ecosystem for both hardware and software is essential to eliminate potential backdoors and ensure the security of industrial control systems [46][48].

Core Insights - The narrative highlights the unpredictability of career trajectories, emphasizing that life does not always follow an upward trend [1] - The protagonist experienced significant career shifts, moving from a high-paying internet job to the chip industry, only to face layoffs [1] - The story illustrates the importance of self-care and reassessment of life priorities in the face of challenges [1] Group 1 - The individual previously earned an annual salary of one million in the internet sector, indicating a high level of success [1] - After transitioning to the chip industry, the individual faced job loss due to layoffs, leading to a complete career reset [1] - The protagonist attempted various job opportunities, including positions in insurance and food delivery, but was hindered by a knee injury [1] Group 2 - The narrative reflects a shift in mindset, where the individual acknowledges that prolonged success can lead to exhaustion [1] - The emphasis is placed on the need to care for oneself during challenging times rather than solely pursuing career advancement [1] - The story serves as a reminder that life’s journey includes ups and downs, and it is essential to adapt to changing circumstances [1]

Group 1 - The core viewpoint of the articles highlights that the Dow Jones futures rose by 0.3%, driven by Nvidia's better-than-expected quarterly earnings, which alleviated concerns over high valuations in the AI sector [1][3] - Nvidia reported second-quarter revenue of $46.74 billion, exceeding market expectations of $46.06 billion, and projected over 50% sales growth for the upcoming quarter [3] - Despite initial negative reactions to lower-than-expected data center revenue and uncertainties regarding exports to China, these concerns quickly dissipated [3] Group 2 - The expectation of a Federal Reserve rate cut in September is providing additional support to the stock market, with futures markets currently pricing in an 87% probability of a rate cut, up from 75% the previous week [3] - Federal Reserve official Williams indicated that interest rates are likely to decrease at some point, suggesting that every monetary policy meeting could involve rate adjustments [3] - Investors are closely monitoring the upcoming PCE inflation data for further insights into the direction of the September meeting, with expectations for overall inflation to remain at a 2.6% annual growth rate and core inflation potentially increasing from 2.8% to 2.9% [3]

Core Viewpoint - The U.S. government is interested in acquiring equity stakes in defense contractors, specifically targeting Lockheed Martin following a recent investment in Intel [1] Group 1: Government Interest in Defense Sector - The U.S. Commerce Secretary stated that the Trump administration is considering acquiring stakes in defense companies [1] - Lockheed Martin's annual report indicates that 73% of its net sales in 2024 will come from the U.S. government, with 65% of that from the Department of Defense [1] Group 2: Recent Investment in Intel - On February 22, Intel announced an agreement with the U.S. government for an investment of $8.9 billion, acquiring 9.9% of the company's common stock [1] - President Trump expressed a desire for more similar investment cases following the Intel deal [1]

Group 1 - The U.S. government is unlikely to invest in Nvidia, as stated by Treasury Secretary Scott Bessent, who emphasized that Nvidia does not require financial support from the government at this time [2][3] - Bessent indicated that the government may consider equity interventions in industries that need restructuring, such as the shipbuilding industry, reflecting a shift in government policy towards direct equity participation to strengthen critical supply chains [3][4] - The recent acquisition of nearly 10% of Intel by the Trump administration highlights the government's focus on maintaining domestic control and competitiveness in the semiconductor industry [3][4] Group 2 - The U.S. government's exploration of diverse tools for industry support is driven by geopolitical changes and global supply chain challenges, indicating a deeper and broader intervention in the economy [4] - Although Nvidia is not currently on the government's investment list, the emphasis on restructuring specific industries suggests future interventions may be more selective and flexible [4]

今日早盘，A股小幅震荡上扬，科技股继续领涨，科创50指数盘中一度大涨逾5%，再创3年半来新高，创业板指、深证成指、沪深300等也均小幅飘红， 市场成交保持平稳。 光通信、6G、卫星导航、电信服务等相关板块也跟随上扬，三维通信（002115）、博通集成（603068）、启明信息（002232）、星网宇达（002829）等 批量涨停。 消息面，工信部日前印发的《关于优化业务准入促进卫星通信产业发展的指导意见》提出，到2030年，卫星通信管理制度及政策法规进一步完善，手机直 连卫星等新模式新业态规模应用，发展卫星通信用户超千万。 此外，昨日晚间，北京大学王兴军教授、舒浩文研究员和香港城市大学王骋教授联合团队于《自然》在线发表科研成果——他们研制出首款基于光电融合 集成技术的自适应全频段高速无线通信芯片，为6G通信技术实用化奠定了颠覆性的硬件基础。 IMT-2030（6G）推进组近日也在京召开第二十四次专家组会议。为全面推进6G通智融合的应用需求、关键技术、标准方案、系统架构、产业生态等研究 工作，在工信部信息通信发展司的指导下，推进组发起成立6G AI特设组，旨在凝聚产业力量，搭建生态合作平台，推动6G与AI融合创 ...

Core Viewpoint - The U.S. government is considering acquiring equity stakes in defense contractors, particularly Lockheed Martin, following a similar investment in Intel, indicating a trend of government intervention in key industries [1][3]. Group 1: U.S. Government's Investment in Defense - The U.S. Commerce Secretary revealed that the Trump administration is interested in acquiring shares of major defense contractors, specifically naming Lockheed Martin [3]. - Lockheed Martin derives 97% of its revenue from the U.S. government, with 73% of its net sales in 2024 expected to come from government contracts, primarily from the Department of Defense [3]. Group 2: Intel's Agreement with the U.S. Government - Intel announced an agreement with the U.S. government for an investment of $8.9 billion, acquiring 9.9% of the company's shares at $20.47 per share [5]. - The funding for this investment comes from previously allocated subsidies under the CHIPS and Science Act, aimed at revitalizing the struggling semiconductor industry [5]. Group 3: Implications of Government Ownership - Intel expressed concerns that the government's stake could pose commercial risks, particularly affecting its international sales, which account for nearly 80% of its revenue [7]. - The involvement of the U.S. government as a major shareholder may lead to stricter foreign subsidy reviews and impact Intel's operations in international markets [7].

新华社旧金山8月27日电（记者吴晓凌）美国芯片制造商英伟达27日发布的财报显示，该公司2026财年 第二季度（截至2025年7月27日）营收和净利润同比大幅增长。 英伟达预计,2026财年第三季度该公司营收将达到540亿美元左右。英伟达首席执行官黄仁勋表示，人工 智能竞赛已经拉开帷幕，该公司推出的新一代Blackwell架构计算平台是这场竞赛的核心平台。（完） 财报显示，该公司2026财年二季度营收约为467亿美元，同比增长56%；净利润约为264亿美元，同比增 长59%。 当季，英伟达数据中心营收达411亿美元，同比增长56%，增幅略低于市场预期，数据中心图形处理器 芯片产品销售额与上一季度相比下降1%。受此影响，英伟达股价在27日的盘后交易中有所下跌。 ...