1. OpenAI年化营收较此前报道低200亿美元。
2. Anthropic更新AI使用政策：禁止持续虐待Claude，极端情况可终止对话。
3. 谷歌推出通用型Gemini AI智能体，加码争夺企业办公市场。
4. Lumentum：光电子元件需求旺盛，“产能售罄”情况将持续至2029年。
5. 英伟达投资的数据中心公司FirmusGrid IPO遇冷，55亿美元上市计划面临降价或取消风险。
6. OpenAI安全研究员称遭突然解雇，指责公司文化将受“寒蝉效应”影响。
7. 英伟达未来5年将投入10亿美元，推动美国科学研究。
8. Anthropic将向15个以上美国联邦机构开放Claude。
9. 德国思灵机器人通过拍摄人类动作训练机器人。
10. 广东省委书记黄坤明：深圳要举全市之力加速推进人工智能和机器人产业发展。
11. 机构：第二季度全球晶圆代工2.0市场营收966亿美元，同比增长25%。(Historical earnings: For 2026Q3 (period ended 2026-03-28), Lumentum reported basic EPS of 3.18 and diluted EPS of 2.59, with net income of USD 0.227 billion. In the prior-year period (2025Q3), basic EPS was -2.72, diluted EPS was -2.72, and net income was USD -0.187 billion. For 2026Q2 (period ended 2025-12-27), basic EPS was 1.17 and diluted EPS was 0.99, with net income of USD 78.200 million. Net income was USD 4.200 million in the period ended 2025-09-27, USD -60.900 million in the period ended 2024-12-28, and USD -82.400 million in the period ended 2024-09-28. Consensus expectations: The next upcoming consensus is for 2026Q4, with an EPS estimate of 3.0312 and a revenue estimate of USD 1.008 billion.)