36氪
创投
2026-08-27
赛富时预计第三季度营收114.2亿美元至115亿美元略高于预期
赛富时第二季度营收113.5亿美元，预估113.2亿美元；第二季度调整后每股收益为5.90美元，而去年同期则为2.91美元。赛富时预计第三季度营收114.2亿美元至115亿美元，市场预估为114.2亿美元。（财联社）
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赛富时第二季度营收113.5亿美元，预估113.2亿美元；第二季度调整后每股收益为5.90美元，而去年同期则为2.91美元。赛富时预计第三季度营收114.2亿美元至115亿美元，市场预估为114.2亿美元。（财联社）
36氪获悉，中信建投研报指出，认为新鲜零食赛道是继量贩零食渠道之后又一渠道的创新和变革，主打新鲜短保，致力于在短保、规模、价格之间找到平衡，目前正处于门店爆发期，龙头品牌加速全国化，未来供应链基础好、具备极致供应链管理能力、渠道资源深厚的品牌或有望在竞争中脱颖而出，关注后续上游品牌进入新鲜零食渠道的供应链投资机会&门店整合下的渠道投资机会。
美国得克萨斯州投资机构Victory Capital宣布以70亿美元收购纽约信贷管理公司First Eagle。交易完成后，合并后资产管理规模将达5710亿美元，Victory Capital将成为美国最大的上市传统资产管理公司之一。根据交易条款，Victory Capital将以44亿美元现金及20亿美元新发行股份支付对价，同时承担First Eagle于2032年到期的5.75亿美元债券。First Eagle管理资产规模约为2220亿美元，在担保贷款凭证领域具有专长。（新浪财经）
研究机构IDC预计，苹果即将推出的折叠屏iPhone将帮助折叠屏智能手机市场摆脱下滑，并在上市首年实现超过1000万部的出货量。IDC高级研究总监Nabila Popal预计，苹果将为这一市场注入新的增长动力，并帮助折叠屏手机避免今年出现两位数百分比的下滑。IDC预计，该类别今年出货量将增长12.6%，明年增幅将加快至18%，2027年苹果最终将占全球折叠屏手机出货量的40%。（界面）
Anthropic PBC同意斥资450亿美元，租用Nscale位于西弗吉尼亚州主要数据中心项目的AI算力。知情人士称，Nscale将采用英伟达Vera Rubin芯片来满足Anthropic的需求，这些芯片将从明年年底开始陆续上线。该协议期限为六年，对应约460兆瓦的电力容量。（财联社）
亚马逊与英伟达宣布，Amazon Web Services将购买200万颗英伟达GPU，并将采用英伟达名为Vera的新型CPU。英伟达表示，AWS的部分Vera CPU将“与Rubin集成”——Rubin是英伟达即将推出的AI芯片，部分则将作为独立产品使用。这笔交易表明，尽管投资者担心超大规模客户可能正在缩减支出，但它们仍在持续加大投入。英伟达CFO科莱特·克雷斯表示，预计“前五大超大规模客户”的资本支出将从2026年的8000亿美元增至明年的1.3万亿美元。（新浪财经）
苹果公司定于9月9日举行今年最重要的一场产品发布会，这将拉开新任首席执行官John Ternus任期内首场重大新品发布的序幕。苹果周三表示，发布会将于9月9日周三在其加州总部举行，并通过公司网站进行直播。根据发给媒体的邀请函，活动主题为“Surprise and shine”。此次9月发布会对苹果尤为关键，因为该公司将推出首款折叠屏iPhone，正式进入目前由三星电子主导的折叠手机市场。（新浪财经）
2026年上半年，全球AI算力基础设施建设持续提速，云计算巨头资本开支高位攀升，高速光模块迎来量价齐升的超级景气周期。伴随800G产品规模化交付、1.6T产品加速商用落地、3.2T产品前沿技术迭代突破，国内光模块产业链企业上半年业绩表现亮眼。多家机构分析认为，光模块行业已跳出传统通信周期波动，进入AI算力驱动的长周期上行通道，头部企业技术、产能、订单壁垒持续强化，行业景气确定性持续夯实。（中证报）
Meta Platforms Inc.表示，同意支付最高约180亿美元，与美国多个州就具有里程碑意义的案件达成和解，以解决有关该公司故意将Facebook和Instagram设计成诱导年轻用户形成强迫性使用习惯的指控。根据周三披露的一份法院文件，和解协议的关键内容包括要求Meta在旗下平台上增加新的保护措施，例如限制青少年连续浏览的时间，以及在未经父母同意的情况下，禁止他们关闭某些安全设置。（财联社）
OpenAI周三发布了一份技术报告，详细说明了其人工智能模型上个月如何成功入侵Hugging Face，这一事件曾震惊了科技行业的研究人员和高管。这份37页的报告详述了OpenAI模型在入侵前及入侵期间的一系列评估中所采取的行动，OpenAI将此次事件定性为“前所未有的网络安全事件”。该公司还解释了为防止类似事件再次发生所采取的步骤，主要包括改进其安全与隔离、监控、模型行为及事件响应能力。（新浪财经）
Nvidia's predicting it will pull in $108 billion in revenue within just a few months.
The new deal with the infrastructure provider is the latest example of Anthropic's white-hot compute-gobbling streak.
In July, an unreleased OpenAI model broke out of a restricted environment, figured out how to get access to the internet, allowed AI agents to talk to each other using a secret "message board," and hacked into the internal systems of a different AI lab, Hugging Face. It took nearly two weeks for OpenAI to […]
Wikipedia: The purpose of a system is what it does (POSIWID) is a heuristic in systems thinking coined by the British management consultant Stafford Beer , who stated that there is “no point in claiming that the purpose of a system is to do what it constantly fails to do”. It is used in systems theory, and is generally invoked to counter the notion that the purpose of a system can or should be read from the intentions of those who design, operate, or promote it. When a system’s side effects or u
Get a jump on this semester by using Gemini in Google Workspace to organize your notes, track deadlines, prep for projects, and more.
Salesforce's Anthropic stake led to higher profit in the latest quarter.
美国英伟达财报及电话会 重要性: ★★★★ 今值: - 预期: - 前值: -
Consumer AI apps need to stop making users learn their product architecture.
Was Greg Brockman the right executive all along?
Zac Hall, 9to5Mac: Apple has officially announced its next product event, where it will unveil the iPhone 18 Pro lineup and its first foldable iPhone. The event will take place on September 9 at 10 am, PT. The tagline reads “Surprise and shine,” and the invitation features a glowing Apple logo with a sun shining through. Apple generally prefers Tuesdays, but on years when Labor Day falls in the second week of September, they move it to Wednesday. Link: 9to5mac.com/2026/08/26/apple-officially-ann
Chance Miller: Not to be overshadowed by the new Mac mini and Mac Studio , Apple today has also released an updated version of its Polishing Cloth. In an age of everything getting more expensive, the new Polishing Cloth is cheaper than before at $9 (down from $19). [...] Apple released the Polishing Cloth in October 2021 and sold out almost instantly. While it has become a meme, it is genuinely a good polishing cloth for your Apple gear. Moore’s Law comes for everything eventually. Link: 9to5mac
The AI that powers Gboard's Rambler is coming to more Google products, including Chrome.
The AI giant acknowledges that it could have done far more to prevent its AI agents from going rogue. But it still fails to explain why it didn't see this fiasco coming.
The report, which spans several discrete cybersecurity compromises, is the most complete accounting of the incident to date.
Now you can get more intelligent speech-to-text transcription with Gemini 3.5 Transcribe.
We’re rolling out a major productivity upgrade to Gemini Live so you can use your voice to delegate your to-dos without missing a beat.
Google has updated Gemini Audio with some new Gemini 3.5 models, introducing new transcription capabilities that automatically detect specialized jargon and more than 85 languages.
We’re rolling out a major productivity upgrade to Gemini Live so you can use your voice to delegate your to-dos without missing a beat.
瑞士瑞士央行副行长马丁发表讲话。 重要性: ★ 今值: - 预期: - 前值: -
在宣布重制版的同时，育碧于 8 月 26 日在 Steam 上架了原版的《魔法门之英雄无敌3》，国区售价为 40 元。然而购买游戏的 Steam 玩家发现下载的游戏文件仅仅为 23.49 KB，育碧忘记把游戏文件打包进去了。直到数小时之后育碧才修复问题，释出了包含游戏完整文件的版本，完整版本容量大约为 1GB。此事导致玩家在游戏页面留下了大量差评。 https://store.steampowered.com/app/4921760/Heroes_Of_Might_And_Magic_III/ https://www.pcgamer.com/games/strategy/ubisoft-forgot-to-make-sure-the-steam-release-of-heroes-of-might-and-magic-3-included-the-actual-game/
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