彭博社:AI热潮引发资金涌入中国光学公司股票;软银准备为数据中心生产电池;华尔街日报:英特尔股价跳涨20%因智能体驱动巨大业务增长

2026-04-24 星期五  海外财经科技动态速递（每日送出，如有遗漏，欢迎私信索取）

• 华尔街日报：中国DeepSeek公司寻求引入外部投资者，包括阿里和腾讯

• China’s DeepSeek Looks to Tap External Investors Including Alibaba, Tencent

• 彭博社：腾讯推出人工智能模型，是对从OpenAI请来的重量级人物的大考

• Tencent Unveils AI Model in High-Stakes Test for OpenAI Hire

• 路透社：HW承诺100亿美元用于提升用于智能驾驶技术的算力

• Huawei commits $10 billion to boosting computing power for smart driving

• 路透社：中国小鹏公司预计2027年开始交付飞行汽车

• China’s Xpeng expects to start delivering ‘flying’ cars in 2027

• 彭博社：特斯拉再度推迟在中国推出先进辅助驾驶技术

• Tesla Delays Debut of Advanced Driver-Assist Tech in China Again

• 彭博社：特斯拉供应商扬州纳力新材料公司据称将要申请在香港上市IPO

• Tesla Supplier Yangzhou Nanopore Is Said to File for Hong Kong IPO

• 彭博社：阿里支持的九识智能科技公司据称计划在香港上市IPO融资大约6亿美元

• Alibaba-Backed Zelos Is Said to Plan Hong Kong IPO to Raise About $600 Million

• 彭博社：人工智能热潮引发资金涌入中国光学技术公司股票，成为头部交易标的

• AI Boom Sparks Rush Into Chinese Optical Stocks as Top Trade

• 彭博社：通胀可能出现，因中国出口商因伊朗战争成本提高价格

• Inflation Looms as China’s Exporters Boost Prices on Iran Costs

• 彭博社：美国采取行动阻止中国竞争对手“剥削”美国人工智能技术，防止中国开发者不当使用领先的美国人工智能模型来开发与之竞争的下一代对话机器人，回应一些硅谷公司的抱怨

• US Moves to Stop China Rivals’ ‘Exploitation’ of American AI

• 财富杂志：国际能源机构总裁警告“历史上最大的能源安全威胁”，每天1300万桶原油供应消失了，但是还没有出现缓解的迹象

• ‘The biggest energy security threat in history’: IEA chief warns 13 million barrels a day are gone with no cure in sight

• 金融时报：日本就国家安全原因，采取行动阻止外国收购交易，日本政府要求韩国私募集团MBK Partners停止收购Makino Milling公司

• Japan moves to block foreign takeover deal on national security grounds. Government asks South Korean private equity group MBK Partners to drop attempt to buy Makino Milling

• 彭博社：韩国第一季度经济增长超过所有预测，因人工智能导致出口繁荣

• South Korean Growth Tops All Estimates on AI-Fueled Export Boom

• 雅虎财经：美股三大指数回撤，软件公司股票下跌，原油价格上涨，市场担心伊朗战争

• Dow, S&P 500, Nasdaq retreat as software stocks plunge, oil surges on Iran war concerns

• 彭博社：挪威2.2万亿财富基金亏损1.9%，因技术公司股票下跌

• Norway $2.2 Trillion Fund Lost 1.9% Led by Tech Stocks Slide

• 路透社：投资者返回到美国股票，因人工智能技术和盈利增长催发了错过行情的担心

• Investors return to US stocks as AI, earnings growth feed fear of missing out

• 华尔街日报：英特尔股价跳涨20%，因人工智能智能体驱动巨大业务增长，数据中心对该公司CPU的需求将季度营收推高到136亿美元

• Intel Shares Jump 20% as AI Agents Drive Big Growth. Demand from data centers for its CPUs pushed quarterly revenue to $13.6 billion. Shares climbed nearly 20% after hours.

• 华尔街日报：一只新的存储芯片ETF在10天之内吸引的10亿美元流入，Roundhill公司DRAM ETF在仅仅10个交易日就实现了10亿美元资产

• A Hot New Memory ETF Just Drew $1 Billion in 10 Days. Roundhill’s DRAM ETF hits $1 billion in assets in just 10 trading days

• 路透社：马斯克对无人出租车发出谨慎表态，因推进慢于预期

• Musk sounds cautious tone on robotaxis amid slower-than-expected rollout 

• 路透社：马斯克认为人工智能的机会大于太空技术

• Musk sees bigger opportunity in AI than space

• 路透社：挪威财富基金正在评估是否投资SpaceX

• Norway wealth fund assessing whether to invest in SpaceX

• 路透社：SpaceX计划自行开发多款GPU，就芯片供应和成本对投资者发出警告

• SpaceX targets in-house GPUs as it warns investors of chip supply, costs 

• The Information：特斯拉披露通过20亿美元交易收购了一集不知名的人工智能硬件公司

• Tesla Discloses $2 Billion Deal for Unnamed AI Hardware Company

• 路透社：微软加大押注人工智能，在澳大利亚投资180亿美元

• Microsoft bets big on AI in Australia with $18 billion investment

• 金融时报：人工智能给了富士康减少对苹果公司依赖的机会，该公司组装人工智能服务器的云和网络部门，正在以智能手机市场不能匹敌的速度增长

• AI brings Foxconn a chance to cut its reliance on Apple. The cloud and networking division, which assembles AI servers, is growing at a pace the smartphone market cannot match

• 彭博社：软银准备为人工智能数据中心生产电池

• SoftBank Prepares to Manufacture Batteries for AI Data Centers

• CNBC：OpenAI推出最新的人工智能模型GPT-5.5

• OpenAI announces GPT-5.5, its latest artificial intelligence model

• CNBC：Meta将裁员10%，公司进一步推进到人工智能领域

• Meta will cut 10% of workforce as company pushes deeper into AI

• CNBC：微软计划进行首次员工自愿买断离职，最多达到美国员工总数的7%

• Microsoft plans first-ever voluntary employee buyout for up to 7% of U.S. workforce

• 路透社：Netflix在竞购华纳兄弟失败之后，为股票回购计划增加250亿美元额度

• Netflix boosts share buyback plan by $25 billion after failed Warner Bros bid

• 华尔街日报：特斯拉承诺对购买其车辆但是不能实现自主驾驶的顾客进行升级，马斯克告诉投资者，早期版本的车辆不能使用无监督的FSD，虽然之前对顾客承诺过

• Tesla Promises Upgrade for Customers Who Bought Cars That Can’t Drive Autonomously. Elon Musk told investors that older vehicles can’t use unsupervised FSD, despite earlier promises to buyers.

• 彭博社：比亚迪汽车打折显示中国电动车价格战正在愈发激烈

• BYD’s Car Discounts Show China’s EV Price War Is Getting Worse

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