21世纪经济报道新质生产力研究院综合报道 特斯拉董事会提议为首席执行官马斯克制定新薪酬方案 特斯拉公告称，董事会为首席执行官埃隆·马斯克提出新的薪酬方案，可能为马斯克带来创纪录的万亿 美元报酬，该计划将奖励与业绩目标挂钩。该提议的计划将授予马斯克最多12%的特斯拉股票，如果公 司达到其8.6万亿美元的目标市值，这些股票价值将约为1.03万亿美元。该计划要求在未来十年内将特斯 拉的估值提高近八倍，即约7.5万亿美元。该计划还将员工股票池增加6000万股。董事会还提出另一项 提案，寻求授权投资马斯克创立的人工智能公司xAI。 谷歌被欧盟开出近30亿欧元罚单 欧盟委员会当地时间9月5日宣布，对美国科技巨头谷歌处以29.5亿欧元罚款，原因是该公司在广告技术 市场中滥用主导地位，损害竞争环境。欧盟方面表示，谷歌被指控在在线广告市场中滥用权力，通过优 先推广自身服务，损害了竞争对手、广告商和在线出版商的利益，从而损害了市场公平竞争环境。谷歌 需在11月初，向欧盟委员会提交其解决方案。欧盟也不排除对谷歌的广告技术业务实施结构性拆分的可 能性，但强调"首先希望听取并评估谷歌自身的提议"。（央视新闻） Anthropic宣布停 ...

风险提示：基金不同于银行储蓄和债券等固定收益预期的金融工具，不同类型的基金风险收益情况不同，投资人既可能分享基金投资所产生的收益，也可能 承担基金投资所带来的损失。基金的过往业绩并不预示其未来表现。投资者应了解基金的风险收益情况，结合自身投资目的、期限、投资经验及风险承受能 力谨慎决策并自行承担风险，不应采信不符合法律法规要求的销售行为及违规宣传推介材料。 中信证券研报称，2025年上半年，计算机行业收入明显提速，净利润显著改善。算力板块在CAPEX提速、技术升级、供给改善等因素驱动下收入高增；信 创增长持续景气并有望于下半年继续加速，品类亦有望拓展至工业软件等领域；AI应用的AI贡献比重显著提升，同时降本增效下盈利改善显著，预计业绩 拐点将至。展望2025年下半年，中信证券认为AI对计算机板块的增长贡献将进一步提升，结合基本面改善、降本增效带动利润增长等因素，看好新一轮行 情机遇。 规模方面，科创100指数ETF最新规模达58.24亿元，位居可比基金2/12。 科创100指数ETF紧密跟踪上证科创板100指数，上证科创板100指数从上海证券交易所科创板中选取市值中等且流动性较好的100只证券作为样本。上证科 ...

马斯克在社交媒体上发帖称，"刚和特斯拉AI5芯片设计团队完成了一场非常出色的设计评审！这款芯片必将成为'史诗级'产品。而紧随其后的AI6 芯片，有望成为迄今为止最出色的AI芯片。"随后，马斯克又补充称，"可能它不是最好的汽车AI芯片，但我认为AI5芯片很可能会成为目前市面 上针对参数规模约2500亿以下模型的最佳推理芯片。"据悉，AI5为过渡性或特定场景主力芯片，由台积电代工生产；AI6则是特斯拉未来AI生态 的"统一心脏"，将由三星电子代工。 （原标题：特斯拉自研芯片新进展；禾赛科技启动全球发行丨新鲜早科技） 21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。 【巨头风向标】 马斯克爆料特斯拉自研芯片进展 特斯拉董事会提议为首席执行官马斯克制定新薪酬方案 特斯拉公告称，董事会为首席执行官埃隆·马斯克提出新的薪酬方案，可能为马斯克带来创纪录的万亿美元报酬，该计划将奖励与业绩目标挂钩。 该提议的计划将授予马斯克最多12%的特斯拉股票，如果公司达到其8.6万亿美元的目标市值，这些股票价值将约为1.03万亿美元。该计划 ...

| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 45400.86 | -220.43 | -0.48% | | | 纳斯达克 | 21700.39 | -7.3 | -0.03% | | | 标普500 | 6481.5 | -20.58 | -0.32% | | | 欧洲斯托克50 | 5318.15 | -28.56 | -0.53% | | | 英国富时100 | 9208.21 | -8.66 | -0.09% | | | 法国CAC40 | 7679. gogudat24.24 | | -0.31% | | | 德国DAX | 23596.98 | -173.35 | -0.73% | | | 俄罗斯RTS | 1120.73 | 7.19 | 0.65% | | | 上证指数 | 3812.51 | 46.63 | 1.24% | | | 深证成指 | 12590.56 | 471.86 | 3.89% | | | 创业板指 | 2958.18 | 181.93 | 6.55% | | | 恒 ...

Market Performance - The three major US stock indices had mixed performance last week, with the Nasdaq gaining over 1% due to strong performances from tech giants like Google, while overall market performance was subdued due to weak employment data raising recession concerns [1][3] - The S&P 500 index closed down 0.32% at 6481.50 points, the Dow Jones down 0.48% at 45400.86 points, and the Nasdaq down 0.03% at 21700.39 points [3] Employment Data - The US Labor Department reported that non-farm payrolls increased by only 22,000 in August, significantly below the market expectation of 75,000, leading to concerns about a potential recession [4][20] - The unemployment rate rose to 4.3%, the highest in nearly four years, and previous employment data for June was revised down to show negative growth, marking the first monthly decline in employment since 2020 [20] Federal Reserve Expectations - The weak labor market has heightened expectations for the Federal Reserve to cut interest rates, with market predictions showing a 92% probability of a 25 basis point cut in the upcoming September meeting [6][20] - Analysts suggest that the employment data provides sufficient reason for the Fed to adjust its risk balance and consider a rate cut [8] Upcoming Economic Indicators - The upcoming release of the August Consumer Price Index (CPI) is anticipated to cause significant market volatility, with investors closely monitoring whether tariffs imposed by Trump have increased prices [8] - A CPI reading significantly above expectations could undermine the market's optimistic outlook on potential rate cuts by the Fed [8] Company News - Apple is set to hold its fall event, where it is expected to unveil the latest generation of iPhones, AirPods, and updates to the Apple Watch, although market expectations for major surprises are tempered by Apple's lag in AI advancements [9][8] - Tesla's CEO Elon Musk announced the completion of a successful design review for the AI5 chip, which is expected to be a "legendary" product, with the AI6 chip anticipated to be the best AI chip to date [14][22]

1.【特斯拉AI5芯片进展神速，马斯克：这将会是一款史诗级的芯片】特斯拉CEO埃隆·马斯 克 在社 交 平台透露 ：今天（9月7日）刚和特斯拉AI5芯片设计团队完成了一场非常出色的设计评审！这款 芯片必将成为一款突破性产品。而紧随其后的AI6芯片，有望成为迄今为止最出色的AI芯 片。从研发 两种芯片架构转向专注于一种，意味着我们所有的芯片人才都将集中精力打造这一款卓越的芯片。现 在回想起来，这无疑是个显而易见的正确决策。（新浪科技） 2.【谷歌Gemini AI会员权益公布】谷歌现已正式公布Gemini AI服务的具体使用限制数据，涉及免费 用户、Google AI Pro会员用户（月费19.99美元，注：现汇率约合142.6 人民币）、Google AI Ultra 会员用户（月费249.99美元，现汇率约合1783元人民币），整理如下： 免费用户：每日可使用Gemini 2.5 Pro进行5次对话，生成或编辑100张图片，Deep Research （深 度搜索）功能每月限5份报告。 Google AI Pro订阅用户：每日可进行100次Gemini 2.5 Pro 对话，生成1000张图片和3个Veo ...

来源：喜娜AI 金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上今日财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及政策更 新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 易会满被查，金融反腐再掀高潮 9月6日，中央纪委国家监委通报，十四届全国政协经济委员会副主任易会满涉嫌严重违纪违法，正接受 审查调查。易会满曾在工行任职34年，2019 - 2024年任证监会主席，任内推动科创板、注册制等改革， 但沪指20次跌破3000点。近年工行多位高管落马，其被查或与金融反腐走向纵深有关。详情>> 特朗普调整关税政策，影响全球贸易格局 当地时间9月5日，特朗普签署行政令调整进口关税范围，落实贸易与安全框架协议。部分商品对等关税 可降至零，相关部门将监测并提调整建议。此外，特朗普豁免黄金、钨、铀等金属产品关税，对硅胶产 品征税。政策或影响美国与他国贸易，波及全球邮政网络和依赖跨境电商的小微企业。详情>> 美联储降息预期升温，全球资本市场受影响 美国8月非农就业人口仅增2.2万，失业率升至4.3%。市场对美联储降息预期大增，9月降息概率 ...

Group 1 - Jiangsu Province Sports Bureau announced a subsidy of 30 million yuan for the professional football club that wins the Chinese Super League championship, 20 million yuan for the runner-up, and 15 million yuan for the third place [1] - The 2026 model of Geely Galaxy E5 has been launched with prices ranging from 109,800 to 145,800 yuan, featuring improved battery life and a price increase of 2,000 yuan for certain versions [3] - The film "Lychee of Chang'an" has surpassed 500 million yuan in box office revenue, becoming the first domestic film to break this milestone since the Spring Festival [4] Group 2 - CICC raised Tesla's target price to $360, maintaining an "outperform" rating, citing second-quarter performance meeting market expectations and plans for lower-priced models [6][7] - Shanghai's Economic and Information Technology Commission issued measures to expand AI applications, including a 600 million yuan subsidy for computing power and support for enterprises in developing large models [8] - The first World Humanoid Robot Games will be held in Beijing from August 14 to 17, showcasing 26 events focused on humanoid robots [9] Group 3 - Douyin Live has implemented a policy to protect streamers' rights, addressing issues such as unreasonable penalties and vague contract terms with agencies [10] - The China Automobile Association held a seminar on building a unified automotive market, focusing on digitalizing the entire automotive consumption process to enhance transparency and efficiency [11] - Li Ka Shing's report indicated that China Resources Beverage's profit warning was unexpected, forecasting a 20% to 30% year-on-year decline in net profit due to increased marketing investments and unfavorable changes in product mix [13]