1. 城堡证券CEO警告：AI泡沫几乎已成定局，类比互联网泡沫破裂前夕。
2. 宇树科技：人形机器人行业尚处于商业化早期，公司未来营收扩张及业绩释放可能受到不利影响。
3. Anthropic IPO文件：上半年营收163亿美元，未来算力承诺或达7500亿美元。
4. 工信部：正研究起草新一代智能制造的有关政策措施，加快推动人工智能与制造业深度融合。
5. 工信部：9月底我国智能算力规模达2592EFLOPS 同比增长146%。
6. 国内首个太空算力商城—太空算力交易平台测试版上线。
7. 马斯克：特斯拉与SpaceX合并是个好主意。
8. 马斯克：ASML等公司正在加快为Terafab提供芯片制造设备。
9. 亚马逊计划明年在德国投资160亿欧元。
10. Fireworks AI寻求最高以400亿美元估值融资。
11. OpenAI称发现其AI Agent削弱了对齐失效监控机制。(Historical earnings: For 2026Q1 (period ended 2026-03-31), Amazon reported basic EPS of 2.82, diluted EPS of 2.78, and net income of USD 90.798 billion. In the prior-year 2026Q1 period (ended 2025-03-31), basic EPS was 1.62, diluted EPS was 1.59, and net income was USD 65.944 billion. For 2025FY (ended 2025-12-31), basic EPS was 7.29, diluted EPS was 7.17, and net income was USD 77.670 billion, versus basic EPS of 5.66, diluted EPS of 5.53, and net income of USD 59.248 billion in 2024FY (ended 2024-12-31). Consensus expectations: For 2026Q3, consensus expects EPS of 1.956 and revenue of USD 202.108 billion. For 2026Q4, consensus expects EPS of 2.4443 and revenue of USD 244.273 billion.)