格隆汇1月30日｜特斯拉涨4.5%，报435.35美元。消息面上，知情人士透露，在今年上市之前，马斯克 旗下SpaceX和xAI正在商讨合并事宜，此次合并将把马斯克的火箭、星链卫星、X社交媒体平台以及 Grok人工智能聊天机器人整合到一起。 ...

Group 1: Nvidia and Microsoft - Nvidia's stock fell by 0.64% with a trading volume of $23.168 billion, as Microsoft announced the launch of its second-generation AI chip, Maia 200, aimed at reducing dependency on Nvidia's chips [1][10] - The Maia 200 chip, produced by TSMC, is being shipped to Microsoft's data centers in Iowa and will soon be deployed in Phoenix [10] Group 2: Tesla and EU Investigation - Tesla's stock dropped by 3.09% with a trading volume of $21.436 billion, as the EU launched an investigation into Musk's X platform over concerns regarding the platform's failure to prevent the Grok AI chatbot from generating and disseminating potentially harmful deepfake images [1][11] - The investigation will assess whether the platform adequately evaluated and mitigated risks associated with deploying Grok in the EU market [11] Group 3: Apple and Financial Forecasts - Apple's stock rose by 2.97% with a trading volume of $14.045 billion, as JPMorgan raised its target price for Apple, anticipating strong demand for the iPhone 17 and effective cost control to drive better-than-expected performance [1][12] - Analysts believe that strong demand for the iPhone 17, combined with lower operating expenses, will lead to revenue and profit exceeding market expectations in the upcoming fiscal quarter [12] Group 4: Micron and Semiconductor Industry Outlook - Micron's stock fell by 2.64% with a trading volume of $11.243 billion, while BNP Paribas raised its target price for Micron from $270 to $500 [13] - JPMorgan expects companies in the semiconductor sector to report fourth-quarter results that meet or exceed expectations, contributing to a positive earnings revision trend [13] Group 5: Intel's Revenue Forecast - Intel's stock declined by 5.72% with a trading volume of $6.309 billion, as the company projected first-quarter revenue for 2026 to be between $11.7 billion and $12.7 billion, significantly below market expectations [14] Group 6: CoreWeave and Nvidia Investment - CoreWeave's stock increased by 5.73% with a trading volume of $5.041 billion, as Nvidia announced an additional $2 billion investment to help CoreWeave build over 5 billion watts of AI computing power by 2030 [14][15] - This partnership will allow CoreWeave to be among the first to deploy Nvidia's next-generation products, including storage systems and new CPUs [14][15]

Core Viewpoint - Malaysia is reviewing its social media platform regulations following strong criticism of Elon Musk's Grok AI chatbot for generating suggestive images [1] Group 1: Regulatory Changes - The Malaysian Communications Minister, Fahmi Fadzil, announced that the government is considering modifying the minimum user threshold required for social media platforms to register in Malaysia [1] - Currently, Musk's "X" company, which owns Grok, does not need a license as it claims to have fewer than 8 million users in Malaysia [1] - Fahmi emphasized that online dangers do not disappear simply because the user count is below 8 million, indicating a need for reassessment of the threshold [1]

Group 1 - The California Attorney General, Robert Bonta, issued a cease-and-desist letter to xAI, demanding the company stop creating and distributing AI-generated sexual images without consent [1][2] - The letter specifically calls for immediate action to halt the creation and dissemination of deepfake intimate images and child sexual abuse materials [1][2]

路透社当天报道称，此前，英国首相斯塔默表示，Grok生成的图像"令人作呕"且"非法"，监管机构此后 承受着必须采取行动的压力。当地时间1月8日，斯塔默表示，马斯克的X平台"必须管好"Grok，并补充 说，其政府将全力支持Ofcom采取行动。 马斯克旗下X平台的Grok人工智能聊天机器人 IC Photo 据报道，在英国，创建或分享未经同意的私密图像或儿童性虐待内容（包括人工智能生成的性图像）均 属非法行为。 此外，科技平台必须阻止英国用户接触非法内容，并在发现非法内容后立即将其删除。 在当前争议风波中，其中一个案例涉及居住在巴西里约热内卢的音乐人朱莉·尤卡里（Julie Yukari）。 她在新年前夜发布了一张自己身穿红色连衣裙的照片后，发现X平台的用户提示Grok对她进行"数字脱 衣"（即对图像作出数字处理，使其看起来像是裸体）。 【文/观察者网 熊超然】当地时间1月12日，英国媒体监管机构——英国通信管理局（Ofcom）宣布，对 美国科技大亨、亿万富翁埃隆·马斯克所掌控的社交媒体X平台展开调查，以确定该平台Grok人工智能 聊天机器人生成的性私密深度伪造内容，是否违反了其保护英国民众免受非法内容侵害的义务 ...