智东西 . 智能产业新媒体！智东西专注报道人工智能主导的前沿技术发展，和技术应用带来的千行百业产业升级。聚焦智能变革，服务产业升级。 以下文章来源于智东西 ，作者陈骏达 马斯克认为只有AI和机器人才能"救国"。 编译 ｜ 陈骏达 编辑 ｜ 心缘 来源｜ 智东西（ID： zhidxcom ） 封面来源 ｜ IC photo 10日上午，马斯克参加All-In科技峰会的最新访谈录像公布。在这场超高信息密度的访谈中，马斯克详细介绍了自己对 特斯拉、SpaceX、xAI、Starlink 等多家企业的发展规划，涉及 人形机器人、星链手机、Grok、AI芯片、超级数据中心、火星移民、生育率 等广泛话题，可能是马斯克近期最全面、最深 入的一次公开谈话。 对话伊始，马斯克犀利吐槽了自己在美国政府效率部（DOGE）打工的"支线任务"，称美国政府已经几乎 "无可救药" 了，而AI和机器人可能才是拯救这 一局面的希望。 马斯克透露，Optimus 3人形机器人将拥有 接近人类的手部灵巧性 ，每台成本预计 最低约2万美元（约合人民币14.24万元） ，并强调这将是影响人类历 史的重大产品。谈到机器人研发难度时，他认为真正的挑战在于 ...

埃隆.马斯克这两天在特斯拉全球工程总部接受了一次远程访谈，我们不堆砌信息，只抓关键逻辑。 这次访谈里藏着两条清晰的线：一边是用技术重构未来的野心，一边是对西方文明衰落的焦虑。前者聚焦三大核心 ——Optimus 人形机器人、AI 超越人 类、火星殖民；后者则暴露了他对文明存续的深层担忧。至于现有的tesla主要产品，几乎没提。 接下来详细说说： 一、核心野心：用三大技术改写人类未来 这部分是马斯克的 "进攻线"，也是访谈的绝对重点。从近到远，从工具到文明，层层递进。 1. 近景：Optimus，不止是机器人，更是 "生产力革命" 马斯克敢称它 "人类历史最伟大产品"，核心逻辑就一个：解决了 "通用劳动力" 这个终极问题。 成本是关键突破口：年产 100 万台时，单台成本压到 2-2.5 万美元。拆解下来，AI 芯片占 5000-6000 美元，26 个电机驱动器是另一大成本项。这个价格一旦 落地，每个家庭、工厂都能拥有 "不知疲倦的工人"，全球经济结构会被连根拔起。 2025 年是关键节点：Optimus V3 要实现两件事：人类级别的手部灵活度，能理解现实世界的 AI 大脑。到时候，大规模量产就不再是画饼。 ...

9 月 10 日，美国知名科技播客 All-In Podcast 发布与马斯克的连线对话。 节目标题点明四个关键词： DOGE、Optimus、Starlink、手机直连。 马斯克逐一回应了核心议题，而且全都给出了时间表。 FSD，年底交付； 人形机器人，2025 年底量产； Starlink 完成 170 亿美元的频谱收购。 一个芯片，叫 AI5； 一辆车，搭载自动驾驶系统 FSD V14； 一个机器人，内部名称 Optimus V3。 正如他所描述的： "我们在做的，是一个有大脑、有手、能理解现实的机器人。" 这三个产品，本质上是三种 AI 接口： 这些不是独立推进，而是在构建一个完整的 AI 基础设施。 从芯片 → 算法 → 载体 → 网络，每一层都在加速整合。 三条线，并行推进。 这篇文章基于马斯克发言，分析这三条线的推进逻辑，判断哪条最先实现商业化。 重点不是产品多酷 炫，而是看懂 AI 时代的基础设施是如何搭建的。 第一节｜从芯片到工位，AI 要先能落地 马斯克不是在推单一产品，而是在同时推进三条技术线： ✅ 芯片：不是加速器，是现实压缩器 在对话中，马斯克花了大量时间讲芯片，而不是讲模型。 "A ...

科技股力挺，标普500指数、纳指续创新高，甲骨文收涨36%；美债反弹。 中国8月CPI同比转降0.4%、 核心CPI增幅回升至0.9%，PPI同比降幅收窄至2.9%。 美国通胀意外下跌，8月PPI环比-0.1%，四个月来 首次转负，同比增速2.6%低于预期。 中国外长王毅同美国国务卿鲁比奥通电话；中国国防部长董军同 美国国防部长视频通话。 发改委郑栅洁：努力完成全年经济社会发展目标任务，下半年不断释放内需 潜力，进一步推动科技创新和产业创新深度融合。 财政部长蓝佛安：把做强国内大循环摆到更加突出 的位置，持续发力、适时加力实施更加积极有为的宏观政策，全力支持稳就业稳外贸。 美联储理事库 克或将参与美联储下周决议投票，法官阻止特朗普罢免，美司法部迅速上诉。 反对严格控枪的特朗普 盟友、美国一保守派政治组织负责人柯克遭枪击身亡，美股枪械股急涨。 甲骨文收涨近36%，创1992 年以来最大日涨幅，总市值一度突破9500亿美元；彭博亿万富豪指数显示，甲骨文创始人埃里森超马斯 克，首次登顶全球首富。 报道：甲骨文与OpenAI签署3000亿美元计算协议，电力需求4.5 GW。* 马斯 克：机器人制造中最难的是手，特斯拉 ...

智东西9月10日消息，今天上午，马斯克参加All-In科技峰会的最新访谈录像公布。在这场超高信息密度的访谈中，马斯克详细 介绍了自己对特斯拉、SpaceX、xAI、Starlink等多家企业的发展规划，涉及人形机器人、星链手机、Grok、AI芯片、超级数据 中心、火星移民、生育率等广泛话题，可能是马斯克近期最全面、最深入的一次公开谈话。 对话伊始，马斯克犀利吐槽了自己在美国政府效率部（DOGE）打工的"支线任务"，称美国政府已经几乎"无可救药"了，而AI和 机器人可能才是拯救这一局面的希望。 马斯克透露，Optimus 3人形机器人将拥有接近人类的手部灵巧性，每台成本预计最低约2万美元（约合人民币14.24万元），并 强调这将是影响人类历史的重大产品。谈到机器人研发难度时，他认为真正的挑战在于硬件设计，尤其是手和前臂的复杂工程 难题。 谈及特斯拉，马斯克称下一代车载推理芯片AI5将较AI4实现40倍的性能飞跃，而今年年底的软件升级，则有望使特斯拉汽车在 不升级硬件的情况下，表现出"意识"。 本月，马斯克狂砸170亿美元，收购了电信运营商Echo Star的部分通信频段。此举为能够直连星链，无需依赖星链路由器的 ...

Market Performance - The Shanghai Composite Index rose by 1.24% to 3812.51 points, while the Shenzhen Component Index increased by 3.89% to 12590.56 points, and the ChiNext Index surged by 6.55% to 2958.18 points, indicating a strong market performance across major indices [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 23,488 billion yuan, a decrease of over 2,300 billion yuan compared to the previous day [1] Sector Analysis - Key sectors such as semiconductors, automotive, and pharmaceuticals saw significant gains, with solid-state batteries and lithium battery concepts experiencing explosive growth [1] - The CPO concept, composite copper foil concept, and consumer electronics concept also showed strong performance [1] Real Estate Policy Changes - Shenzhen has relaxed its real estate regulations, particularly in non-core areas, which is expected to help reduce inventory and support the housing market [3] - The new policy is more aggressive than recent measures in Beijing and Shanghai, potentially stabilizing the real estate market in Shenzhen [3] Solid-State Battery Industry - The Ministry of Industry and Information Technology has issued a plan to support the development of solid-state battery technology, indicating strong governmental backing [4] - The policy is expected to accelerate the industrialization process of solid-state batteries, with significant growth in orders for related equipment observed since June [4] Computer Industry Growth - The computer industry is experiencing a notable increase in revenue and net profit, driven by factors such as sustained CAPEX, technological upgrades, and improved supply [5] - AI applications are significantly contributing to growth, with expectations for continued acceleration in the second half of 2025 [5] Robotics Sector Developments - Tesla's Optimus remains a central figure in the robotics market, with plans for mass production and ambitious delivery targets [7] - The sector is expected to see continuous positive developments, with various companies making strides in humanoid robotics [7] Government Initiatives - The Ministry of Industry and Information Technology is focusing on fostering emerging industries, including AI and robotics, to enhance the competitiveness of the information and communication sectors [8] Hang Seng Index Adjustments - The Hang Seng Index will increase its constituent stocks from 85 to 88, with new additions including China Telecom, JD Logistics, and Pop Mart [9] Tesla AI Chip Developments - Tesla is working on a new AI chip, with expectations that the upcoming AI6 chip will be the best to date, showcasing the company's commitment to advancing AI technology [10]

公众号记得加星标⭐️，第一时间看推送不会错过。 来源 ： 内容 编译自 timesofindia 。 埃隆·马斯克透露了特斯拉即将推出的 AI5 和 AI6 芯片的新细节，声称它们可以为汽车乃至更广泛的 AI 计算性能树立新的标杆。 " 今 天 刚 刚 和 特 斯 拉 AI5 芯 片 设 计 团 队 进 行 了 一 次 很 棒 的 设 计 评 审 ！ 这 将 会 是 一 款 史 诗 级 的 芯 片，"马斯克在 X 上说道。"而接下来的 AI6 也有望成为迄今为止最好的 AI 芯片。" 马斯克解释说，特斯拉已经整合了其硅片路线图，从两种芯片架构减少到一种。"从两种芯片架构转 变为一种，意味着我们所有的硅片人才都将专注于打造一款令人难以置信的芯片。现在回想起来，这 简直是理所当然的。"他补充道。 今年夏初，特斯拉正式放弃其 Dojo 超级计算机平台，转而将所有芯片资源集中用于 AI5 和 AI6。马 斯克表示，这些芯片将作为一种"融合架构"，为汽车和数据中心的推理以及模型训练提供支持。这位 特斯拉首席执行官表示，对于参数数量低于约 2500 亿的模型而言，AI5 将成为"同类最佳的推理芯 片"，提供无与伦比的成本 ...

要闻提示 NEWS REMIND 苹果"前方超燃"主题发布会已经定档9月10日（周三）凌晨1点，届时iPhone 17系列及众多新品将正式发布。目前，已经 曝光的新品包括：iPhone 17、iiPhone 17 Air、Phone 17 Pro、iPhone 17 Pro Max、Apple Watch Ultra 3、Apple Watch Series 11、Apple Watch SE3、AirPods Pro 3等等。 据最新报道，iPhone 17系列将于北京时间9月12日晚上20点（太平洋时间9月12日早上5点）开启预购，并在9月19日正 式开售。价格方面，摩根士丹利最新分析称，苹果将在发布会上小幅上调iPhone 17系列的价格，这是自2017年以来的首 次上调。其中iPhone 17标准版不会调整，保持与前代一样的起始售价。iPhone 17系列的Pro、Pro Max型号将可能涨价 4%–5%。 2. 刘强东线下"把酒言欢"，阿里拍卖马云"签名工装" 3. 李小龙回应用华为充电宝充大疆Pocket 3会充爆：别听店员胡说 4. 传YY直播正式融入百度：薪酬体系对齐，员工戴上百度工牌 5. ...

Group 1 - Japan's Prime Minister Shigeru Ishiba announced his resignation following a loss in the second national election, which may trigger leadership competition and raise investor concerns [1] - The first Deep Space Economy and Industry Development Conference was held in Hefei, Anhui, proposing a framework for the "Deep Space Economy" and outlining ten industry directions, with a projected global market size of $1 trillion by 2040 [1] - Tesla launched an official Weibo account named "TeslaAI" and showcased its humanoid robot, which is expected to be the previously revealed "Optimus 3" model [1] Group 2 - The A-share market showed a weak overall trend last week, with the ChiNext Index and North China 50 rising, while the Sci-Tech 50 fell over 5% [8] - The Hong Kong market saw the Hang Seng Index rise by 1.36%, with the best-performing sectors being retail, power equipment, and pharmaceuticals [8] - In the US market, the S&P 500 rose by 0.33%, while the Dow Jones fell by 0.32%, with media and entertainment sectors leading the gains [8] Group 3 - The OPEC+ members agreed to increase oil production by 137,000 barrels per day starting in October, reflecting a stable global economic outlook [12][14] - The price of gold jewelry in China has surpassed 1,060 yuan per gram, with brands like Chow Sang Sang and Lao Miao reporting increases [15] - Tesla's AI5 chip design review was completed, with production expected by the end of 2026, and the AI6 chip anticipated to be the best yet [17] Group 4 - China's central bank has increased its gold reserves for the tenth consecutive month, reaching 74.02 million ounces by the end of August [20] - The US Bank predicts the Federal Reserve will cut interest rates twice this year, while Barclays expects three cuts [21] - South Korea will implement a visa waiver for Chinese group tourists from September 29, allowing stays of up to 15 days [23]

Group 1 - The Ministry of Industry and Information Technology emphasizes the need to promote new industrialization during the "14th Five-Year Plan" period, focusing on maintaining a reasonable proportion of manufacturing, enhancing technological and industrial innovation, and improving the resilience and security of supply chains [2] - As of the end of August, China's foreign exchange reserves reached $3322.2 billion, an increase of $29.9 billion from the end of July, marking a 0.91% rise [2] - The adjustment of major indices' constituent stocks is set to take effect on September 8, with the Hang Seng Index increasing its constituent stocks from 85 to 88, including China Telecom and JD Logistics [3] Group 2 - President Xi Jinping will attend the BRICS leaders' online summit on September 8 at the invitation of Brazilian President Lula [4] - The People's Bank of China is expected to resume government bond trading operations by the end of the year, following discussions on government bond issuance management [4] - The 10th "Belt and Road Summit" will be held in Hong Kong on September 10-11, gathering over 90 officials and business leaders from 18 countries [4] Group 3 - The Ministry of Ecology and Environment reported that during the "14th Five-Year Plan" period, a total of 124.5 billion yuan was allocated for water pollution prevention, supporting over 6000 key projects [5] - In the first seven months of this year, the proportion of national surface water quality monitoring sections rated as good (Class I-III) was 88.9%, up 0.4 percentage points year-on-year [5] Group 4 - The A-share market experienced fluctuations in the first trading week of September, with the Shanghai Composite Index and Shenzhen Component Index down 1.18% and 0.83%, respectively, while the ChiNext Index rose by 2.35% [6] - The ETF-FOF market is seeing significant expansion, with 12 institutions applying for 17 ETF-FOF products as of September 5 [7] - The Hong Kong market's average daily trading volume reached 248 billion HKD, with southbound trading averaging 120 billion HKD, a year-on-year increase of approximately 2.4 times [7] Group 5 - The A-share private placement market has significantly rebounded this year, with fundraising scale increasing over six times year-on-year [9] - The Hong Kong market has also seen active refinancing activities, with the total placement scale exceeding 200 billion HKD this year [9] - Public funds have increased their investment in the technology innovation sector, with a notable rise in the number of technology-themed fund applications [10] Group 6 - The global demand for uranium is expected to rise significantly due to the expansion of nuclear power, with projections indicating a 33% increase by 2030 [14] - The World Gold Council reported that global official gold reserves increased by 166 tons in the second quarter, remaining at historical highs [21] - Gold prices have reached a record high of $3600 per ounce, with projections suggesting potential increases to $4500 or even $5000 per ounce under certain conditions [21]