（1229-0109） AI前沿每周关键词Top50 每周50关键词 把握全局AI动态 点击 关键词 可查看资讯概述 | 类别 | Top关键词 | 主体 | | --- | --- | --- | | 算力 | Rubin超算架构 | 英伟达 | | 算力 | MACA软件栈 | 沐曦 | | 芯片 | 2nm量产 | 台积电 | | 芯片 | Helios全液冷机架 | AMD | | 芯片 | 酷睿Ultra处理器 | 英特尔 | | 模型 | NextStep-1.1更新 | 阶跃星辰 | | 模型 | mHC方案 | DeepSeek | | 模型 | Kiwi-do | Kimi | | 模型 | openPangu | 华为 | | | -VL-7B | | | 模型 | MiroThinker1.5 | MiroMind | | 模型 | R1论文更新 | De epSe ek | | 应用 | 「电车难题」 | 主流模型 | | 应用 | AI改图 | X平台 | | 应用 | 车内AI助手 | Waymo | | 应用 | Step | 阶跃星辰 | | | -DeepResearch | ...

Meta 并购、资本密集投入前沿 Lab，行业进入价值兑现期 [Table_Industry] 海外科技 海外科技行业 2026 年第 1 期 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 秦和平(分析师) | 0755-23976666 | qinheping@gtht.com | S0880523110003 | | 高翩然(分析师) | 0755-80305701 | gaopianran@gtht.com | S0880525040066 | | 刁云鹏(研究助理) | 021-38674878 | diaoyunpeng@gtht.com | S0880125070016 | | 龚浩(研究助理) | 021-23183306 | gonghao2@gtht.com | S0880125090016 | 本报告导读： Meta 重金并购 Manus，AI 代理率先跑通 To B 订阅变现路径；资本持续加码前沿大 模型，AI Lab 进入"资金充裕+快速迭代"新阶段。OpenAI 试水 AI 硬件。 投资要点： [ ...

Market Overview - US non-farm payroll data for August showed an increase of only 22,000 jobs, significantly below expectations, with the unemployment rate rising to 4.3%, the highest in nearly four years [15] - The market anticipates the Federal Reserve to cut interest rates three times this year, with a 96% probability of a 25 basis point cut in September and a possibility of a 50 basis point cut [15][25] - Major US stock indices opened high but closed lower due to recession fears overshadowing rate cut expectations, with the Nasdaq dropping over 1.5% from its daily high [2] - AMD shares fell by 6.58%, while Broadcom surged over 9% following news of a partnership with OpenAI to design AI chips [2][18] - Gold prices reached a record high of $3,600, reflecting increased demand amid rate cut expectations and risk aversion [2] Key News - China's foreign exchange reserves increased by 0.91% in July, with the central bank adding gold for the tenth consecutive month, totaling 122,000 ounces (approximately 38 tons) since November [3][13] - The Shenzhen real estate market has seen significant policy changes, allowing non-residents to purchase up to two properties and lifting restrictions for single individuals [5][14] - The US Treasury Secretary indicated that the non-farm employment data for 2024 might be revised down by 800,000 jobs, emphasizing the need for the Federal Reserve to maintain public trust [15][16] Industry Insights - The AI sector is experiencing a surge in investment, with OpenAI projected to spend $115 billion over the next four years, aiming for $200 billion in revenue by 2030 [18] - The OPEC+ alliance has agreed in principle to increase production in October, shifting focus to market share rather than price stability [19] - The Chinese retail industry is showing signs of recovery, with the retail prosperity index reaching 50.6%, the highest in eight months, driven by back-to-school shopping and promotional activities [30]