（全球TMT2025年9月26日讯）今日要点：雷军透露小米手机研发人员超10000；苹果发文反对欧盟《数字市场法案》；马斯克xAI指控OpenAI窃 取商业机密；CoreWeave与OpenAI达成65亿美元合作协议；柴田智将任美国任天堂CEO；Nothing扩大在印度的智能手机生产。 雷军透露小米手机研发人员超10000 苹果发文反对欧盟《数字市场法案》 苹果公司发文称，欧盟《数字市场法案》（DMA）实施已一年有余，在此期间，DMA"明显正在恶化欧盟苹果用户的体验"。苹果敦促欧盟监管 机构仔细审查该法案对日常使用苹果产品的欧盟公民的影响。对此，欧盟委员会发言人雷尼耶作出强硬回应，另一项针对苹果公司的调查仍在进 行，"所有选项都摆在桌面上"。 英特尔280亿美元俄亥俄建厂项目受挫 英特尔四年前宣布将在俄亥俄州新奥尔巴尼投资280亿美元建设两座先进半导体工厂，并称将创造7000个建筑岗位、3000个长期就业岗位。这一项 目进展迟缓前景不明。英特尔最初计划2025年投产，如今至少推迟到2030年。公司去年更换首席执行官，并宣布裁员30%，随后多次放缓俄亥俄 项目进度。项目延迟引发地方不满。约1000名工人仍在施工 ...

Core Viewpoint - ChatGPT has launched a new feature called Pulse, which allows the AI to proactively conduct asynchronous research and provide personalized updates and suggestions to Pro users, transforming the interaction from a reactive to a proactive assistant [1][2]. Group 1: Pulse Functionality - Pulse integrates chat history, memory, and third-party applications (like calendars and Gmail) to better assess meaningful information for users [2][3]. - The design goal of Pulse is to provide a daily curated summary rather than encouraging constant engagement, aiming to save users' time by acting as a personalized morning report assistant [2][3]. - As users engage more frequently and provide feedback, Pulse will become increasingly tailored to individual habits and preferences [2][3]. Group 2: Future Developments - OpenAI envisions Pulse as a step towards a new paradigm of AI interaction, with plans to connect it to more services and tools for a comprehensive context [5]. - Future capabilities may include real-time prompts and intelligent action execution, such as drafting emails or scheduling tasks, within user permissions [6]. - The model will evolve to become more personalized and optimized based on user feedback, potentially enhancing the underlying AI model for proactive assistance [7]. Group 3: Market Context - The shift from passive feedback to active service is a significant development in AI, with emerging products demonstrating similar proactive context technologies [8]. - The AI recruitment sector is experiencing rapid growth, with several small teams achieving substantial annual recurring revenue (ARR) figures, indicating a strong market demand for AI-driven solutions [8].

凤凰网财经讯 9月23-24日，由凤凰卫视、凤凰网主办的"凤凰湾区财经论坛2025"在广州举行。本届论坛以"新格局·新路径"为主题，汇聚全球政商学界精 英，共同洞察变局脉络、探寻发展新机。 著名经济学家付鹏 谈及AI下一步会往什么方向发展时，著名经济学家付鹏在论坛对话环节表示，大家在2015年就观察到世界秩序正在重构，亟需全要素生产率的提高，"世界 需要靠一个技术路径拉动才能够摆脱当前的困境" 付鹏认为，当前以人工智能（AI）为代表的技术路径已经清晰，标志着新时代的开启。 他表示，在路径明朗之前，市场投资会呈现"广撒网"的特征。在大家都看不清的时候，就像ARKK（由方舟投资(Ark Invest)管理的交易所交易基金）的投资 组合，什么新技术都接纳，这是一种典型的、知道方向但不知具体路径的一级市场投资逻辑。而这种混乱状态直到2022年底、2023年初才发生根本转变。 "一个重要的路径出来，方向出来了，其他的泡沫自然就被替掉，就可以不用'陪太子读书'，它的估值就会迅速的下去。"付鹏指出，这个决定性的时刻就是 以ChatGPT应用端出现为标志，它意味着AI产业链的价值得到确认，全球正式进入AI时代。 他表示，"现 ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Viewpoint - OpenAI has launched a new feature called Pulse for ChatGPT mobile Pro users, which shifts the interaction from passive questioning to proactive information delivery [1][2]. Group 1: Feature Overview - Pulse actively conducts research overnight and sends personalized information cards to users each morning based on their chat history, interests, and feedback [1][2]. - The information presented in Pulse may include trending topics, dinner suggestions, or reminders for long-term goals like fitness and travel [2][4]. - Users can specify topics they want to see the next day and provide feedback through likes or dislikes, allowing Pulse to refine its recommendations over time [4][9]. Group 2: Integration and User Experience - Pulse supports integration with Gmail and Google Calendar, enabling ChatGPT to generate meeting agendas, gift reminders, and restaurant recommendations based on user schedules [6]. - The feature has received positive feedback from Pro users, with many noting its proactive nature and practical suggestions tailored to their needs [4][12]. - Early testing with university students revealed that when users clearly express their desired content, Pulse's utility significantly increases, leading to more personalized daily updates [9]. Group 3: Future Implications - The introduction of Pulse reflects a broader trend in AI development towards proactive intelligence, aiming to transform tools from passive question-answering systems into active, intelligent assistants [18]. - OpenAI's exploration of proactive intelligence is not new, as future iterations like GPT-5 are expected to enhance the model's ability to suggest next steps and provide contextual information [18][19].

Core Viewpoint - OpenAI has launched a preview version of the new ChatGPT feature "Pulse," which acts as a personalized assistant that provides daily updates based on user interactions and preferences [2][10][14]. Group 1: Functionality of Pulse - Pulse operates as an asynchronous search tool, compiling user memories, chat history, and direct feedback to deliver personalized updates the next day [5][10]. - Users can manage the research content provided by ChatGPT, indicating what is useful or not, with results presented in visual card format for easy browsing [5][10]. - The feature allows integration with Gmail and Google Calendar to enhance context and relevance of suggestions, such as drafting meeting agendas or reminding users of important dates [5][10]. Group 2: User Experience and Feedback - Users have reported that the content presented by Pulse is not only broad but also highly specific to previous discussions with ChatGPT, enhancing the personalization aspect [10][12]. - The interface includes options for users to provide quick feedback through likes or dislikes, which will help refine the personalization of Pulse over time [8][10]. Group 3: Future Implications - OpenAI views Pulse as a significant step towards making ChatGPT more practical, with plans to extend the feature to Plus subscribers in the future [14]. - The proactive nature of Pulse may influence how users consume news and social media, potentially paving the way for future advertising opportunities and social network development [12][14].

从华尔街分析师到普通散户，人工智能正迅速渗透投资领域。 根据研究机构Research and Markets的最新预测，全球机器人投顾（robo-advisory）市场规模将从2023年的617.5亿美 元，飙升至2029年的近4710亿美元，六年内增长超过600%。这一预测的背后，是投资者日益增长的兴趣。 券商eToro的数据显示，目前已有约十分之一的散户投资者使用聊天机器人来挑选股票，而半数受访者表示会考虑尝 试。 AI投资的吸引力不仅在于概念。据媒体Finder报道，其在2023年进行的一项实验中，由ChatGPT挑选的包含英伟达、 亚马逊、宝洁和沃尔玛等公司在内的股票组合，实现了55%的惊人涨幅，表现远超英国市场上的主流基金。 前瑞银分析师Jeremy Leung也表示，他现在使用ChatGPT来指导其投资组合，并称"即使是简单的ChatGPT工具也能完 成并复制我过去做的许多工作流程"，部分替代了昂贵的彭博终端机功能。 然而，在一片乐观声中，行业专家正密集发出风险警示。eToro的英国负责人Dan Moczulski强调："当人们把ChatGPT或 Gemini这类通用模型当作水晶球时，风险就来了。 ...

时令 发自 凹非寺 量子位 | 公众号 QbitAI ChatGPT新功能闪亮登场！ ChatGPT Pulse （随时随地脉动回来） 。 号称无需提问就可以在你睡觉时带来个性化更新，并在每天早上为你送上一份精心整理的卡片。 效果是这样婶儿的： 奥特曼 也是为其疯狂打call，声称： 但网友好像不太买账，表示：这简直是广告推荐神器，可以在早上将广告更好地连接到聊天界面，为GPU来圈钱了。 这个功能是ChatGPT推出以来我最喜欢的功能，你可以把它看作一个非常称职的私人助理。 下面具体来看。 无需提问就可自动推送 OpenAI应用程序首席执行官 Fidji Simo 曾表示，"下一个前沿将是智能体，是能够代表你执行操作，并像队友一样与你并肩作战的AI助 手。" 但同时她也认为，过去ChatGPT很被动，基本是"你问什么，它答什么"，需要用户自己琢磨该问啥、需要啥。 现在，ChatGPT Pulse一改往日被动模式，学会了 主动出击 。它无需提示，便能主动关注对你至关重要的事务，并及时提供相关信息、创 意灵感与行动指南。 简单来说就是，通过学习你的对话记录和手机活动（如关联的日历、邮箱、Google通讯录等），P ...

Core Viewpoint - OpenAI has introduced a new feature called "Pulse" for ChatGPT, which aims to provide personalized updates and proactive assistance to users, marking a significant step towards practical application of AI technology [4][5][20]. Group 1: Feature Overview - The "Pulse" feature allows ChatGPT to conduct daily research based on user interactions, providing customized content updates each morning [4][7]. - Users can link their Gmail and Google Calendar to enhance the relevance of suggestions, such as drafting meeting agendas or reminding about important dates [8]. - The updates are presented in a visual card format, making it easy for users to browse and access detailed information [4][14]. Group 2: User Interaction and Feedback - Users can provide feedback on the content through a simple like or dislike mechanism, which will help refine the personalization of the Pulse feature over time [12]. - The feature is designed to be user-friendly, allowing users to manage the types of content they receive and to request specific information [11][15]. Group 3: Future Implications - OpenAI envisions that the proactive nature of Pulse could change how users consume news and interact with social media, potentially paving the way for future advertising opportunities [17]. - The company aims to expand the functionality of ChatGPT to perform more meaningful tasks, with Pulse being just the beginning of this evolution [20].

21世纪经济报道记者肖潇 杭州报道 阿里巴巴云栖大会进入第二天，9月25日下午，王坚在主场馆内谈到了他对AI治理和风险问题的看法。 作为中国工程院院士、阿里云创始人和之江实验室主任，王坚的出现吸引了许多人涌入会场，观众一度 挤到门外。这场"负责任的AI：AI风险治理与先进安全能力"的安全论坛，也成了大会的一大热门区 域。 王坚表示，他觉得"负责任"的说法略带歧义，仿佛默认AI不负责任。对于怎么理解AI风险问题，王坚分 享了他的三个思考： 他提到的第一件事，是2024年年9月在美国纽约参加的联合国未来峰会。当时研讨会结束后，图灵奖得 主Yoshua Bengio等20多位人工智能研究人员和政策专家，共同签署了《关于人工智能包容性全球科学 理解的曼哈顿宣言》(The Manhattan Declaration on Inclusive Global Scientific Understanding of Artificial Intelligence)，为人工智能的发展和治理制定了10条原则。 "最后我们二十多个人形成的一个共识，就是要把AI的能力建设和发展机遇（capability and opportunit ...