Sora上线不到5天下载量突破100万次 10月6日，AMD发布公告称，AMD向OpenAI发行了一份认股权证，OpenAI可以以每股0.01美元的价格 购买公司至多1.6亿股普通股。当日，OpenAI宣布与AMD建立战略合作伙伴关系，OpenAI将根据多 年、多代协议部署6吉瓦容量的AMD GPU。第一批股权归属将在最早的1吉瓦GPU部署时进行，随着购 买规模扩大到6吉瓦，其他部分股权也将归属。 点评：值得一提的是，Sora目前仅限iOS设备使用，并采用邀请码制，用户必须获得访问码才能使用， 这与ChatGPT当初的公开发布形成鲜明对比。Sora的下载表现引人关注。尽管有一些限制，Sora仍登上 了苹果App Store下载榜首位。不过，Sora火爆的同时也引发了强烈的意见反弹，核心争议在于该应用是 否侵犯版权。OpenAI CEO曾表态，公司将很快为版权方提供更细致的角色生成控制权。 AMD与OpenAI达成巨额算力供应协议 点评：鸿海是工业富联的母公司，业务包括手机组装、AI服务器代工等，最新季度鸿海包括AI服务器 在内的云端网络产品收入增长尤为显著。AI基础设施建设热潮继续，是鸿海这类AI服务器厂商收 ...

京东物流：收购京东旗下业务 涉资 2.7 亿美元 阿里通义林俊旸：已建立机器人和具身智能的小型团队 10月8日消息，阿里通义千问大语言模型负责人林俊旸在社交媒体上发文表示，已建立机器人和具身智能的小型团队。他表示，多模态基础模型正转变为 基础智能体（agents），这些智能体可以利用工具和记忆通过强化学习进行长视野（long-horizon ）推理，"它们绝对应该从虚拟世界走向物理世界"。 阿里巴巴：完成未到期优先票据的交换要约 10月9日，阿里巴巴在港交所公告称已完成 2024 年 11 月发行的未到期以美元计价优先无担保票据的交换要约。2025 年 9 月 4 日，其启动交换要约，以一 定本金总额于 2030、2035、2054 年到期的优先票据，换取等额本金金额的对应未到期票据。 10月8日消息，10月1日，"共享充电宝第一股"怪兽充电向美国证券交易委员会（SEC）提交了13E3文件，公告称公司董事会已正式拒绝高瓴资本于8月提 出的溢价私有化要约，并决定继续推进与信宸资本（中信资本旗下）及管理层组成财团的原有私有化方案。 10月9日，京东物流在港交所公告，作为买方与卖方 JD.com 订立业务转让协议， ...

Global Trade Outlook - The World Trade Organization (WTO) has significantly lowered its global goods trade growth forecast for 2026 to 0.5%, down from 1.8% predicted in August, due to weak global economic recovery and U.S. tariff policies [2] - The report also predicts a decline in global service export growth, with rates dropping from 6.8% in 2024 to 4.6% in 2025 and further to 4.4% in 2026 [2] Trade Resilience and Risks - WTO economists emphasize that trade restrictions and policy uncertainties are spreading across more economies and sectors, posing major downside risks [3] - Despite strong headwinds from unilateral tariff measures and trade policy uncertainties, global trade shows some resilience, supported by the stability provided by the multilateral trading system [3] Domestic Companies - Alibaba's Tongyi Qianwen model leader announced the establishment of a small team focused on robotics and embodied intelligence, indicating a shift towards foundational intelligent agents capable of long-horizon reasoning [4] - BYD reported a 5.52% year-on-year decline in September sales of new energy vehicles, totaling 396,300 units, with exports reaching 71,256 units [4] - Monster Charging's board has formally rejected a premium privatization offer from Hillhouse Capital, opting to proceed with its original privatization plan with a consortium led by CITIC Capital [5] International Companies - Tesla has launched a new version of the Model Y priced at $39,990, making it more affordable in response to the cancellation of U.S. electric vehicle subsidies [6] - Elon Musk's xAI is expected to raise $20 billion, exceeding initial plans, with NVIDIA as one of the equity investors [7] - OpenAI is exploring partnerships in Canada to enhance its artificial intelligence capabilities and infrastructure [8] Renewable Energy and Policy - The International Energy Agency forecasts strong growth in global renewable energy capacity, predicting an increase of 4,600 GW from 2025 to 2030, primarily driven by solar photovoltaic installations [10] - The National Development Bank of China has issued 978.1 billion yuan in special loans for urban village renovations since the start of the 14th Five-Year Plan [11] Stock Market and IPOs - Hong Kong Stock Exchange leads global IPO financing with over 180 billion HKD raised in the first three quarters of the year, attracting many Shenzhen companies [15] - The Hang Seng Index Company announced that certain companies, including Juewei Food, will be removed from the Hang Seng Index series due to their classification as ST stocks [16][17]

每经编辑｜张喜威 胡玲 T V 诺贝尔化学奖公布 2 美国8月消费信贷变动数据公布 3 美联储理事巴尔发表讲话 1 四中全会前，人民日报连发八篇钟才文，传递什么信号 党的二十届四中全会将于10月20日至23日在北京召开。9月30日起，《人民日报》连续推出8篇"习近平经济思想指引下的中国经济专论"系列"钟才文"文章， 围绕"经济形势怎么看、经济工作怎么干"，深入系统阐述中国经济长期稳定发展的内在逻辑，以及中国发展之于世界的机遇性和确定性，传递出稳预期、强 信心、促发展的强烈信号。（人民日报经济社会） 2 隔夜市场 当地时间周二，美股三大指数集体收跌，道指跌0.2%，纳指跌0.67%，标普500指数跌0.38%，热门科技股多数下跌，特斯拉跌超4%，谷歌跌超1%，AMD 涨超3%。加密货币概念、半导体设备与材料跌幅居前，Strategy跌超8%，科休半导体跌超7%，科磊跌超4%，阿斯麦跌近4%。纳斯达克中国金龙指数收跌 2.24%，热门中概股普跌，世纪互联跌超6%，万国数据跌超5%，百度跌超4%，阿里巴巴、金山云跌超3%，哔哩哔哩跌近3%，京东、名创优品、理想汽车 跌超2%。 现货黄金涨0.59%，报3984.14 ...