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欢迎加入 【Macro Alpha Analytics】 ⚖️ 法律声明 : 📌 分享性质： 本群所有观点纯属个人意见分享，不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询： 在做出任何投资决定前，请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免： 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示： 市场波动无常，投资需根据自身财务承受能力审慎操作。
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杰夫·贝索斯：AI正处于工业泡沫中，但社会将从中获得巨大利益_手机新浪网
https://finance.sina.cn/usstock/mggd/2025-10-03/detail-infsrqqe4982865.d.html?vt=4&wm=vt%E9%97%81?amp;from=itool
Mark Zuckerberg:
「如果你建得太慢，而超级智能可能在三年内实现，但你却按五年的预期来建设，那么你就会在这场我认为是历史上最重要的技术革命中出局」
💡 Mark Zuckerberg 在近期访问表示：
「宁可错花几千亿美元，也不能在通往 AI 超级智能的竞赛中落后！」
他坦言：AI 投资泡沫 很可能发生 💥 但他表示更大的风险在于不够积极。
Nvidia’s $NVDA multibillion-dollar AI chip deal with the U.A.E., announced in May, is still on hold nearly five months later.
"Nvidia-UAE chip deal remains in limbo, frustrating CEO Huang- WSJ"
https://www.investing.com/news/stock-market-news/nvidiauae-chip-deal-remains-in-limbo-frustrating-ceo-huang-wsj-4269646
Exclusive: Trump administration eyes stake in company developing Greenland rare earths mine | Reuters
https://www.reuters.com/business/trump-administration-eyes-stake-company-developing-greenland-rare-earths-mine-2025-10-03/
Palantir Technologies (PLTR, Financial) shares fell over 8% following a Reuters report alleging serious security flaws in a battlefield communication system involving Palantir. However, both Palantir and Anduril, a defense technology company, dismissed these claims as outdated and inaccurate, stating the issues have been resolved.
The report focused on a September memo from the U.S. Army raising concerns about Anduril's Next-Gen Command and Control (NGC2) system, which includes collaborations with Palantir and Microsoft (MSFT). Palantir stated that the Army confirmed the issues were "immediately resolved" and their platform remained secure.
Quantum Computing Stock Could Rise 86%, Says Analyst. Here’s Why. - Barron's
https://www.barrons.com/articles/quantum-computing-stock-price-buy-3b216737
Abu Dhabi, Goldman Sachs invest in Haagen-Dazs maker Froneri at US$18 billion valuation
https://theedgemalaysia.com/node/772593
OpenAI的Sora App上线两日iOS下载16.4万次 位居排行榜第三 - AI 人工智能 - cnBeta.COM
https://www.cnbeta.com.tw/articles/tech/1528592.htm
GIP Nears $40 Billion Deal to Buy Aligned Data Centers in Bet on AI
https://www.bloomberg.com/news/articles/2025-10-03/gip-nears-deal-to-buy-aligned-data-centers-for-about-40-billion
