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2026-08-26
How credit card rewards became a $9.2B wealth transfer
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私人新闻 · 情报信号聚合
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36氪获悉，天眼查工商信息显示，近日，福建龙钽资源投资有限公司成立，注册资本1亿元人民币，法定代表人为官荣柱，经营范围涵盖以自有资金从事投资活动、选矿、常用有色金属冶炼、贵金属冶炼、金属矿石销售、地质勘查技术服务等，由紫金矿业旗下福建紫金稀贵金属有限公司、永定红（福建）有色金属有限公司、福建省龙岩工程勘察院共同持股。
36氪获悉，近日，“一苇宇航”完成天使轮系列融资，至此，已累计完成四轮融资。本轮融资将用于太空数据中心级超大规模算力载荷研发、太空算力服务平台生态建设等方面。据了解，一苇宇航精准深耕太空算力赛道，聚焦Space AI Infra（太空人工智能基础设施）核心领域。
8月24日，宁德时代下属时代电服与昆明市属国资昆发展新能源达成战略签约，合作落地百座巧克力换电站。双方创新政企协同模式，由昆发展参与基建投资布局，时代电服负责专业运营。此次深度合作，体现国有资本对换电作为新型基础设施的长期看好，“昆明”模式未来将全国复制。
36氪获悉，8月26日，阿里巴巴旗下Agent产品“千问办公”国际版（QwenWork）开启公测。即日起，海外个人和企业用户可通过国际官网（qwenwork.ai）体验，目前网页版和PC客户端已开放。
8月26日消息，小红书商业渠道事业群总经理米欧发布了2026年渠道战略方向：未来一年，平台将重点聚焦行业深耕、客户经营、生态共建、能力沉淀四个方向，推进代理商向“行业经营伙伴”升级。平台将开放覆盖代理商服务全流程的AI能力，并提供额外激励支持。产品层面，小红书宣布商业产品将实现能力升级，构建AI产品体系。（界面）
Counterpoint Research最新数据显示，苹果iPhone17是2026年第二季度全球最畅销的智能手机，占据全球智能手机总出货量的6%份额，同时iPhone17 Pro Max和iPhone17 Pro也占据了榜单第二名和第三名的位置。苹果和三星各占据全球畅销智能手机TOP10榜单中的五个席位，前十款机型合计占据了全球智能手机总销量的26%，同比提升2%。三星电子方面，Galaxy S系列有两款机型进入前十榜单，GalaxyS26 Ultra成为三星本季度最畅销机型，排名比上一代提升了5位，同时也是本季度最畅销的安卓机型，这也是首次有超高端安卓设备在第二季度引领安卓销量。（新浪财经）
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外交部发言人宣布：8月30日至9月3日，国家主席习近平将出席在比什凯克举行的2026年上海合作组织峰会，并应吉尔吉斯斯坦总统扎帕罗夫、埃及总统塞西邀请对两国进行国事访问。（央视新闻）
锦龙股份、湘财股份、江西铜业涨停，洛阳钼业涨超6%；券商、有色金属领涨，CRO、油气跌幅居前；沪指涨0.59%，深成指涨0.69%，创业板指涨0.51%。
泰国泰国央行公布利率决议。 重要性: ★ 今值: - 预期: - 前值: -
36氪获悉，中科曙光将在数博会期间发布新一代词元加速方案，使存储进一步参与推理中间结果的管理和复用。此前，赛迪顾问《中国分布式存储市场研究报告（2026）》显示，中科曙光在AI、教育、具身智能和自动驾驶四个行业继续保持中国市场第一。
36氪获悉，8月25日，银河航天灵知09泰国立方星进入预定轨道。该卫星将用于收集泰国国土、农业和生态等遥感数据，也是中国商业航天企业首次面向东南亚完成整星研制、发射和在轨交付。此前，银河航天已形成覆盖卫星研发、制造、发射和海外交付的业务链条，累计发射49颗自研卫星。据天眼查App显示，银河航天（北京）科技集团股份有限公司注册资本3.6亿元，共有41名股东，拥有248条专利记录，对外投资20家企业。股东包括北京市商业航天和低空经济产业投资基金、北京京国管股权投资基金等。
Amazon’s smart home division Ring said on Wednesday that it is adopting a new encryption standard called TAKE (Throw Away the Key Encryption) as the default setting for video encryption and user control. The company says this standard lets it protect user privacy without relying on end-to-end encryption, which can restrict some features such as video search, video description and shared trusted users. Ring says the standard involves using a rotating set of encryption keys that are temporarily stored in the cloud and can only be accessed by the company to power features that users may have active. Once the request is completed, the company will delete the keys within 24 hours. Ring said the standard lets it temporarily decrypt and process users’ videos so it can offer cloud-based features like Smart Alerts, which can notify users when people, vehicles, or packages are in the camera’s field of view. “With TAKE, Ring delivers the intelligent features you love and rely on, like Smart Alerts, and then throws away and deletes the encryption key. Only you retain the keys to your video,” the company said in a blog post. Amazon’s white paper detailing the standard notes that it was developed with a base of Messaging Layer Security (MLS), an open messaging standard developed by the Internet Engineering Task Force. The company said that with TAKE, if you lose access to your device and buy a new one, you can authenticate yourself by standing near the Ring cameras to recover your encryption keys. Separately, you can use a passphrase, cloud-based backups, another approved device, or passkeys to recover your account. The company said that TAKE will be gradually rolled out to customers from September, and will be the default standard worldwide. Users can still manually choose end-to-end encryption instead of TAKE. Over the last few months, Ring has received a lot of criticism for its “Familiar Faces” feature, which uses facial recognition to identify visitors. In June, a class acti
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Bill Gates posted a long essay to his Gates Notes site today, showing just how much the Microsoft co-founder has been thinking about the social impacts of AI. Gates is mostly in the Responsible AI camp, arguing that Pacing The Frontier , the open letter published by AI employees pushing for an AI slowdown, would be a good idea, but expressing skepticism that it would be sustainable. He also expressed excitement about AI’s benefits to science and healthcare, but worried about the labor impacts — all pretty familiar stuff if you follow Anthropic’s policy work . But there were a few genuinely new ideas that could change the conversation if they take off. For starters, he proposes a “robot tax”: Right now, if you’re an employer and you hire someone, you pay payroll taxes on their earnings. But if you buy a robot, you can usually write it off right away as a business expense. The tax system nudges you toward replacing people with machines. A tax would slow the rush away from human labor a little and raise money for retraining and a stronger safety net. He also proposes setting aside certain jobs as “Human Reserved,” essentially barring AI from being used in certain tasks. It’s an interesting idea, and one that would be easy for policy-makers to enact: We might set something aside as Human Reserved for economic reasons. For example, we may do it because allowing machines to take over a certain role will displace a large number of people who can’t easily change jobs. You can’t tell a 55-year-old who has worked in construction their whole career that they need to go work at an elder care facility and expect them to find it fulfilling. Sometimes the decision to make something Human Reserved will be driven by other factors. In health, for example, imagine a robot giving you the awful news that you have an incurable disease. There’s no technical reason why it couldn’t. Yet it shouldn’t. The Human Reserved domain will evolve over time — for example, we should consider setting a
8月25日，长征六号丙遥一运载火箭在太原卫星发射中心发射升空，将中科卫星14星、木铎1A卫星、木铎1B卫星等7颗卫星顺利送入预定轨道。木铎1A星、木铎1B星采用了“A导B查”的双星协同工作机制，探索对地观测技术的新方式，双星分工联动，观测效能得到提升。（新华社）
U.S. cybersecurity agency CISA said it has observed cyberattacks targeting over 100 internet-exposed systems across the U.S. water and wastewater sector, amid a wave of hacks targeting American critical infrastructure. The number of affected systems provides new context to the scale of the ongoing cyberattacks targeting water providers in Michigan, Minnesota, and at least five other states. The federal agency, which oversees cybersecurity defense and critical infrastructure protections, said in an advisory that the attacks have largely targeted programmable logic controllers (PLCs), which are used to control physical systems and machinery across water providers, energy systems, and other parts of critical infrastructure. In recent weeks, hackers have targeted PLCs made by several manufacturers, including Rockwell, Schneider Electric , and more recently, Siemens . CISA previously said that the cyberattacks are relying in part on AI tools that rely on public information to develop scripts capable of targeting vulnerable Siemens PLCs. The intrusions have had little effect on water or waste water supplies to local communities, but have resulted in outages and disruption as incident responders investigate the breaches. CISA previously reported that some of the intrusions allowed hackers to modify affected PLCs to disable shutdown processes and alarms, potentially creating “unsafe conditions” without notifying the affected operators. Many of the affected communities are in rural or isolated areas, where disruption to critical infrastructure systems can affect a large area of people. Reports citing senior American officials say that U.S. intelligence believes Iran is likely behind the largely opportunistic attacks on water providers, likely in response to the U.S. and Israel-led war against Iran, but officials have fallen short of a concrete attribution. The intrusions have sparked broader concerns about the cybersecurity and resiliency of critical infrastructure across th
36氪获悉，近日，航天器测运控解决方案服务商“星邑空间”完成数亿元A轮融资，本轮融资引入了苏创投、力合清瞳、七匹狼控股、智宸投资、兰溪资本、海锶创投等多家投资机构。本轮融资后，公司将加速全球测控站网建设，持续加强在大型星座测控管理、精密轨道确定与控制等关键能力。
新西兰提出了一项法案 The Online Safety (Minimum Age and Child Safety Risk Assessment) Bill，提议禁止 16 岁以下儿童使用社媒和 AI 陪伴服务。总理 Christopher Luxon 表示：现实世界有保护儿童安全的措施， 虚拟世界也需要有同样的措施。法案要求对包含对儿童有害功能的社媒平台设置年龄限制。有害功能包括推荐系统、无限信息流、反馈功能和限时功能。法案还试图限制未成年用户访问 AI 陪伴服务。即时通讯应用、职业社交网站、游戏和音乐平台以及其它教育和健康工具不会受到限制。法案要求社媒平台通过面部扫描和用户活动模式等方式验证用户年龄，要求平台对所有 18 岁以下用户进行儿童安全风险评估，保护他们免受欺凌、暴力和色情材料等有害内容的侵害。 https://www.legislation.govt.nz/bill/government/2026/339/en/latest/ https://tech.slashdot.org/story/26/08/25/2116226/new-zealand-introduces-under-16-social-media-ai-companion-ban
国际货币基金组织（IMF）总裁格奥尔基耶娃25日在美国华盛顿举行的一场媒体圆桌会上表示，人工智能（AI）未来将产生怎样的影响仍是“重大未知数”，发展中经济体在人工智能领域“掉队”的风险尤为突出。（新华社）
Over the weekend, the nerds were buzzing with speculation over which AI lab was behind Ox Alpha, the mysterious new open-weight AI model launched onto OpenRouter anonymously and already topping benchmarks and leaderboards against the best models. As many had expected, Ox Alpha was spawned by GLM-maker Z.ai, according to Bloomberg . Z.ai confirmed that Ox Alpha is the newest iteration of its GLM series, which Hugging Face famously used recently to defend itself against an attack from OpenAI agents. The company said it will release the weights for Ox Alpha on Wednesday, after which developers can build on top of it. The company describes Ox Alpha as “a reasoning model designed for coding, sustained agentic work, and production workloads. It is suited for long-horizon software engineering, complex reasoning, and workflows that combine text with visual context.” The release of Ox Alpha adds to the burgeoning threat of cheap, capable models from China that could take real market share away from expensive frontier model companies like OpenAI and Anthropic. Earlier this month, Z.ai released GLM-5.3, which rivals Anthropic’s Fable 5 on certain benchmarks. TechCrunch has reached out to Z.ai for comment.
欧洲央行执行委员会成员施纳贝尔表示，随着中东冲突久拖不决，加上欧元区经济表现出乎意料地强劲，通胀面临上行风险，利率必须进一步上升。这位德国官员表示，由于能源成本高企，消费者物价涨幅可能在“一段较长时间”内超过2%。她警告说，如果等到这些影响传导至薪资后才采取行动，决策官员就会“落后于情势”。（新浪财经）
腾讯集团高级执行副总裁、云与智慧产业事业群CEO汤道生在腾讯内部刊物发文，提到外界对“腾讯做AI慢了”的质疑。他回应称，一点不焦虑是不可能的，“混元大模型进行了多次重构，混元Hy3在同等参数的大模型中效果突出，但由于公司整体算力严重不足，拖慢了模型训练与产品发展，产生了比较大的影响。” 汤道生称，起得早也许不是最关键的，AI下半场才刚开始。熬得久才有机会抓住持续出现的新机遇。（一财）
据ZDNET Korea，三星电子与SK海力士计划在今年下半年增加对英伟达的8层HBM4内存供应量，这一安排主要受英伟达供应策略影响，目的是保障各类型HBM内存的供应稳定，同时兼顾产品发热量。据了解，8层内存极有可能成为下一代HBM4E的旗舰产品。（财联社）
8 月 26 日，面壁智能发布四周年全员信，联创团队在信中提出「从千行百业万端，到属于每个人的通用智能时代」的愿景路径。 信中指出，大模型知识密度随时间指数级提升的 “密度定律” 仍在持续发挥作用，并因模型自迭代进一步加速，终点指向以 30W 人脑级功耗运行的更高效模型。基于这一判断，面壁智能将技术路线锚定端侧：以架构创新、数据治理、软硬协同和 “用 AI 制造 AI” 持续提升模型能力密度，并通过量化、功耗、软硬适配等工程打磨，推动模型从 “能跑” 走向 “能上产线”。旗下 MiniCPM 系列开源模型全球累计下载量已突破 5000 万次，实现文本、视觉、语音全模态覆盖；端侧模型已进入汽车智能座舱、手机旗舰机型，更运行在从社区到卫星、从法律到行政的无数终端和场景上。 信中表示，端侧是离用户最近的智能 —— 它运行在每个人的设备上，数据不离开设备，智能体才可能成为真正可托付的 “第二大脑”。因此，面壁智能的定位是千行百业万端智能化的基础设施：不做千行百业里的每一件事，而是做行业脚下的路基，让通用智能真正运行在每个人自己的终端上。
亚马逊以内存短缺为由大幅上涨了自有品硬件产品的价格。受到影响的产品包括 Fire TV、Echo、Kindle 和 Eero，以最廉价的智能音箱 Echo Dot 为例，其价格从 49.99 美元涨至 79.99 美元。亚马逊在一份声明中称，“消费电子行业面临内存和存储组件成本的大幅上涨。在长期承担这些成本上涨后，我们最近对产品线进行了价格调整。”亚马逊的涨价再次证明如今不是购买硬件产品的好时机，苹果刚刚宣布的新款 Mac Mini 就大幅提高了起售价。 https://techcrunch.com/2026/08/24/amazon-hikes-hardware-prices-by-60-percent-blaming-memory-shortage/
据知情人士称，Meta Platforms Inc．与美国多个州的检察长已就一宗引发轰动的诉讼案进行庭审期间和解的可能性进行过讨论，该案指控Meta故意将Facebook和Instagram设计得让青少年用户易于沉迷。据Meta自己测算，如果败诉，可能面临至多1.4万亿美元罚款，这一数额接近其市值，在法律史上前所未闻。如果达成和解，那么金额很可能远低于此。（新浪财经）
Meta has agreed to pay up to $18 billion to settle claims from 29 U.S. states over children’s safety. The lawsuit alleged that the social media giant knowingly designed platforms like Instagram and Facebook to addict children, despite knowing about the harms the platforms could pose to young users. The states also claimed that Meta knowingly collected data from children without parental knowledge, which violated the Children’s Online Privacy Protection Act (COPPA). By settling, Meta is not admitting that it’s guilty of these claims, but it shows the company’s reluctance to move forward with a jury trial. Meta is framing its settlement as a call to action for YouTube and TikTok to adopt a set of protections for teens and controls for parents, illustrated in a blog post . “Ensuring teens have a safe and productive experience on our platforms is an absolute imperative for Meta,” Meta wrote. “We want to get this right for parents and teens, and that’s why we partnered with state attorneys general to set a new industry standard.”
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