现场发布了MTT AIBOOK 图片来源：每经记者杨卉摄 （文章来源：每日经济新闻） 今日，被称为"国产GPU（图形处理器）第一股"的摩尔线程（SH688795）在北京举办了首届"MUSA开发者"大会，《每日经济新闻》记者现场参会。会上， 摩尔线程创始人、董事长兼首席执行官张建中发布了摩尔线程的首款个人手提电脑产品——MTT AIBOOK。据张建中介绍，这款PC（个人电脑）将于下月 起供货。据悉，MTT AIBOOK内置AI（人工智能）智能体和AI数字人，可切换Android、Windows、Linux三种系统。 ...

新浪科技讯 12月20日上午消息，今日举办的摩尔线程2025MUSA开发者大会上，摩尔线程发布旗下首 款AI笔记本电脑"MTT AI BOOK"。据摩尔线程创始人、董事长兼首席执行官张建中介绍，该笔记本集 开发、办公、娱乐等新体验于一体，支持Windows虚拟机、Linux、Android容器、以及所有的国产操作 系统。 此外，该电脑还具有开箱即用的AI开发环境，可帮助开发者快速搭建智能体。内置了几乎所有强大的 AI密集计算需求和模型能力，几乎所有开发者需要的编程工具和工具链，都已经在电脑上进行了预安 装。 责任编辑：尉旖涵 "这看起来是一个笔记本，其实是一个算力本。"据张建中进一步透露，在AI能力上，该电脑还特别内置 了公司打造的2D数字人——小麦，该数字人能唱歌、绘画，同时也能进行知识问答和语音交流。（文 猛） ...

存储缺货飙涨持续，笔记本电脑品牌宏碁、华硕近日双双证实，将"适度反映成本"，上调PC价格。 宏碁董事长陈俊圣指出，明年第一季度产品价格确定与今年第四季度不同，但真正挑战在第二季度报 价；为了抢到更多存储，他刚拜访美光，希望拿到更多货源。 存储涨不停，近期市场流传，戴尔（Dell）计划大幅调高企业商用PC价格，部分机型涨幅最高达30%。 原先对涨价议题态度保守的宏碁、华硕也证实PC价格将调涨。 华硕联席CEO胡书宾表示，还是要看渠道客户跟消费者状况，每家厂商进货成本也不太一样，每家品牌 发动（涨价）时机也不同，"但品牌商还是要适度反映（成本），这是免不了的。"华硕会依据市场动态 变化，决定最适合的（涨价）时机，非常灵活的调整产品组合跟售价。 陈俊圣分析，存储今年第第三季度到第四季度涨幅约三到五成，存储占笔记本电脑的BOM（物料清单 成本）大概是8%到10%，对总成本的影响约2%至3%，今年下半年涨价对电脑成本影响，尚未如外界想 像的剧烈。 近期传出PC业界开始更改产品设计以应对存储缺货涨价。胡书宾解释，华硕从入门、中端到高端产品 线有不同组合，每个项目都有不同CPU、存储还有其他规格，有多种机动排列组合。 陈俊 ...

甲骨文股价的显著回落与其AI基础设施扩张计划遭遇波折密切相关。据媒体报道，其最大数据中心合 作伙伴Blue Owl Capital已决定不再参与一项价值100亿美元的数据中心项目。不过，甲骨文随后回应 称，该项目谈判仍在按计划推进，整体进展符合预期，且该交易本就不包含Blue Owl Capital的参与。 分析指出，尽管甲骨文试图淡化影响，但此事件折射出当前私募信贷市场对AI相关资本支出趋于谨 慎。随着融资环境收紧，高度依赖外部资金支持的AI基础设施建设可能面临资金链断裂的风险，进而 对整个科技板块估值构成压力。 其中，英伟达股价收报170.94美元，跌幅3.81%，单日市值蒸发1648亿美元（约合人民币11608亿元）。 同属芯片领域的超微电脑、阿斯麦、AMD和Arm跌幅均超过5%，科磊下跌逾4%，博通与特斯拉跌幅也 超过4%。此外，Meta、苹果等大型科技公司股价均下跌超1%，甲骨文更大幅下挫逾5%。 【CNMO科技消息】当地时间12月17日，美国股市三大指数集体下挫，道琼斯工业平均指数下跌 0.47%，纳斯达克综合指数重挫418.14点，跌幅达1.81%，标普500指数亦下跌1.16%。科技股普遍承压 ...

Core Insights - The article discusses the innovative capabilities of AI PCs, particularly in non-contact health monitoring and skin analysis, showcasing how technology can enhance personal health management and beauty care [1][17]. Group 1: Health Monitoring - The AI PC can perform non-contact health assessments, including measuring heart rate, blood oxygen levels, blood pressure, and even blood glucose concentration using a connected camera [5][24]. - The technology relies on remote photoplethysmography (rPPG), which detects subtle changes in skin color due to blood flow, allowing for accurate health metrics without physical sensors [20][24]. - The system can also evaluate vascular health risks and potential heart conditions, providing a comprehensive health overview [25][26]. Group 2: Skin Analysis - The AI PC offers a skin analysis feature that generates a detailed report on skin conditions, including hydration levels and sensitivity, based solely on visual input from the camera [10][30]. - The skin analysis utilizes optical imaging and spectral analysis to assess skin health, identifying issues like redness and pigmentation [29][30]. - Personalized skincare and beauty recommendations are provided based on the analysis, including specific product suggestions for targeted skin concerns [16][30]. Group 3: Technology and Performance - The AI PC's capabilities are powered by Intel's Core Ultra processor, which includes a neural processing unit (NPU) designed for efficient AI tasks, ensuring low power consumption and high performance [31][33]. - The integration of NPU allows for real-time processing of complex algorithms, enabling immediate health and beauty assessments without the need for internet connectivity [38][39]. - This local processing enhances user privacy and security, distinguishing AI PCs from traditional computing devices [39][44]. Group 4: Market Potential - The article highlights the growing ecosystem of AI applications tailored for AI PCs, driven by the unique capabilities of Intel's xPU+ architecture [41][43]. - As more developers create specialized applications for AI PCs, the technology is set to redefine user interaction across various domains, from health management to creative production [44].

Core Viewpoint - The U.S. Treasury Secretary has reiterated the vision of the "Trump Account" plan aimed at increasing stock ownership among Americans, with a goal to reduce the 38% of Americans who currently do not own any stocks to zero [1][2]. Group 1: Plan Overview - The "Trump Account" is part of the "Big Beautiful Plan" and aims to reshape American households' balance sheets through government funding and compounding effects [1]. - The plan will automatically deposit $1,000 for eligible newborns, which could grow significantly by retirement age, potentially reaching around $600,000 based on a 10.5% annual growth rate of the S&P 500 [1][3]. - The plan is designed to supplement the social security system, allowing more Americans to participate in the distribution of corporate value creation [2]. Group 2: Financial Projections - Without additional contributions, the initial $1,000 could grow to $5,800 in 18 years and $18,100 in 28 years [3]. - If families contribute an additional $250 annually, the account value at adulthood could reach approximately $20,700, while maximum contributions of $5,000 per year could lead to over $300,000 by age 18 [3]. Group 3: Funding Sources - The plan features a diverse funding structure, allowing contributions from federal funds, businesses, philanthropists, and state governments [4]. - For children not qualifying for the $1,000 seed funding, additional support of $250 will be provided for those in households earning below $150,000, funded by notable philanthropists [4]. Group 4: Implementation Timeline - The plan is expected to officially open for contributions after July 4, 2026, with parents required to register through a specific form or website [5]. Group 5: Criticism and Concerns - Critics argue that the tax incentives are insufficient, as funds are sourced from after-tax income and may not provide better tax treatment than traditional brokerage accounts [6]. - There are concerns that the opt-in registration mechanism may exclude low-income families who do not file taxes, undermining the goal of reducing wealth inequality [6]. Group 6: Ideological Intent - The plan aims to cultivate a new generation of "capitalists" by enabling young people to experience the investment system firsthand, potentially leading to a more favorable view of capital markets [7]. - Financial services are closely monitoring the plan's implementation, particularly regarding the selection of private institutions to manage the funds, which could impact market dynamics [2][7]. Group 7: Corporate Interest - Companies like Uber, Dell, and Charter Communications have expressed interest in contributing to employee children's accounts, indicating corporate support for the initiative [8].

Core Insights - Saudi Arabia is transforming into the world's third-largest computing hub, following the US and China, as part of its "Vision 2030" strategy aimed at diversifying its economy beyond oil dependency [2][16] - The country is investing heavily in high-performance computing and advanced technology, attracting global tech giants like NVIDIA, AMD, Amazon AWS, xAI, and Microsoft to establish partnerships and projects in the region [2][6] Investment and Infrastructure - The Saudi Public Investment Fund (PIF) is the driving force behind the AI transformation, acting as both a fund provider and a major customer [4] - PIF's subsidiaries, Alat and Humain, are focused on building a dual-driven system of manufacturing and computing capabilities, with Alat concentrating on hardware and Humain on AI technology and infrastructure [4][5] - A notable collaboration includes a $2 billion partnership with Lenovo to establish a server manufacturing facility in Riyadh, expected to produce millions of devices annually by 2026 [4][10] Strategic Partnerships - Major tech companies are entering the Saudi market, with NVIDIA planning to build an AI factory utilizing advanced GPUs, and AWS investing over $5 billion to create an "AI Zone" data center [6][7] - The partnerships aim to develop AI infrastructure and applications, including Arabic language models, enhancing Saudi Arabia's position in the global AI landscape [7][14] Economic Impact - The AI sector is projected to significantly contribute to Saudi Arabia's GDP, with estimates suggesting it could account for 12.4% of the GDP by 2030, translating to a substantial economic impact of $320 billion across the MENA region [14][15] - The region's IT spending is expected to reach $169 billion by 2026, indicating a robust growth trajectory as countries like Saudi Arabia and the UAE transition from traditional energy economies to AI powerhouses [15][16] Market Expansion and Diversification - Lenovo aims to increase its revenue from the Middle East to approximately $6 billion, reflecting the strategic importance of the region for tech giants seeking growth opportunities amid saturated traditional markets [13][15] - The establishment of a comprehensive AI ecosystem in Saudi Arabia, covering computing infrastructure, AI models, and industry applications, is creating a new cluster effect for global tech companies [15][16]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 周三，美股三大指数集体收跌，道指跌0.47%，纳指跌1.81%，标普500指数跌1.16%。 大型科技股普跌，甲骨文跌超5%，特斯拉、博通跌超4%，英伟达、谷歌跌超3%，Meta、苹果跌超 1%。储能概念、半导体、计算机硬件跌幅居前，康特科技跌超7%，超微电脑、阿斯麦、AMD、Arm跌 超5%，科磊跌超4%。油气、能源、贵金属板块走高，康菲石油涨超4%，埃克森美孚、英国石油涨超 2%。 现货白银价格涨4.01%，报66.3146美元/盎司。COMEX白银期货价格涨5.19%，报66.610美元/盎司，盘 中一度涨超6%，创历史新高。COMEX铜期货价格涨1.29%，报5.4280美元/磅。现货铂金价格涨 2.98%，报1900.18美元/盎司。 WTI1月原油期货收涨0.67美元/桶，涨1.21%，报55.94美元/桶。布伦特2月原油期货收涨0.76美元/桶， 涨1.29%，报59.68美元/桶。 古特雷斯呼吁美国与委内瑞拉保持克制 来源：期货日报 早上好！ 据央视报道，当地时间17日，联合国秘书长古特雷斯呼吁美国与委内瑞拉保持克制，并立即为局 ...

近日，有市场消息称，受存储芯片产品涨价影响，戴尔、联想等几大PC（个人计算机）厂商将上调产品价格。中国证券报记者实地探访王府井百货，商 场笔记本电脑销售区的销售人员表示，确已收到涨价消息。此外，戴尔中国官方销售人员对记者表示，由于内存涨价，部分产品即将涨价，具体涨价幅度 尚不清楚。 "这几天从厂家以及供货渠道看，产品价格已经上调，提货价格已上涨两三百元。所有的PC产品都在涨价。带独立显卡的产品涨幅更明显。在参加厂家培 训时，对方已经告知，年底到年后，产品一定会涨价。"该销售人员称。 据公开报道，戴尔（Dell）计划于12月17日起全面上调旗下商用电脑价格，涨价幅度在10%—30%之间。 记者咨询戴尔中国官方销售人员，其表示，由于内存涨价，部分产品即将涨价，如在国内购买Dell 15等PC产品，"周五有涨价的趋势"。至于具体涨价幅 度，对方称"尚不清楚"。 联想CFO郑孝明近日表示，到2026年，由于内存价格整体上行，涨价是必然趋势。联想采用包括合约、期货、长期供应合同等多种方式，保障内存供应充 足，正通过囤货应对内存短缺和涨价问题。 此外，今年1月，联想宣布收购高端存储厂商Infinidat，交易预计在今年年 ...

12月17日，美11月非农就业人数增长6.4万小幅高于预期，失业率意外升至4.6%。美股三大指数收盘涨跌不一，道指跌 0.63%，纳指涨0.23%，标普500指数跌0.24%，特斯拉涨超3%创收盘新高，Meta涨超1%。 加密货币概念、计算机硬件板块涨幅居前，Hut 8涨近4%，Strategy、SanDisk涨超3%，昆腾涨近3%，戴尔科技涨超2%，西 部数据、惠普涨超1%。油气、能源板块跌幅居前，英国石油跌超4%，壳牌、埃克森美孚、雪佛龙跌超2%。 纳斯达克中国金龙指数收跌0.34%，热门中概股中，网易、百胜中国、拼多多收跌超1%，蔚来涨0.6%，小鹏涨1.1%，文远 知行涨2.8%，小马智行涨7.8%。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...