{"version": 1, "generated": "2026-10-01 06:30", "keep_days": 7, "note": "智机内网采集端推送：origin=overseas 为境外动态，origin=backfill 为前一日国内补漏；条目已核实，可原样并入页面", "items": [{"col": "industry", "region": "global", "level": 2, "title": "存储芯片企业美光2026财年资本开支约274亿美元", "summary": "美国存储芯片制造商美光公布2026财年业绩。公司称，全年资本开支净额为273.7亿美元（约1839亿元人民币），第四财季为107.7亿美元（约724亿元人民币）。", "status": "official", "source": "美光科技", "tags": ["存储芯片", "资本开支"], "date": "2026-10-01", "url": "https://www.globenewswire.com/news-release/2026/09/30/3372366/14450/en/micron-technology-inc-reports-record-fiscal-fourth-quarter-and-full-year-2026-results.html", "more": [{"name": "CNBC", "url": "https://www.cnbc.com/2026/09/30/micron-mu-q4-earnings-report-2026.html"}], "fid": "847c2199facd", "origin": "overseas", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-10-01 04:01", "excerpt": "September 30, 2026 16:01 ET | Source: Micron Technology, Inc. Micron Technology, Inc. BOISE, Idaho, Sept.  30, 2026  (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its fourth quarter and full year of fiscal 2026, which ended September 3, 2026"}}, {"col": "industry", "region": "global", "level": 3, "title": "AI云服务商CoreWeave上线英伟达Vera Rubin系统", "summary": "AI云服务商CoreWeave宣布提供芯片企业英伟达的Vera Rubin NVL72系统，搭配Spectrum-X 102.4T以太网络。AI企业Cognition已在该系统运行生产负载。", "status": "official", "source": "英伟达", "tags": ["算力", "AI芯片", "智能体"], "date": "2026-09-30", "url": "https://blogs.nvidia.com/blog/coreweave-agentic-ai-vera-rubin/", "fid": "9c486db49df6", "origin": "overseas", "evidence": {"check": "fetched", "http": 200, "published_beijing": "2026-09-30 23:00", "excerpt": "Building on nearly a decade of co-engineering, CoreWeave has built NVIDIA compute, networking and software into a cloud purpose-built for AI that’s still returning on investment across multiple generations of deployment. Now, CoreWeave is bringing the next generation of NVIDIA in"}}, {"col": "industry", "region": "global", "level": 2, "title": "云服务商Vultr向慧与（HPE）采购12亿美元AMD算力系统", "summary": "服务器企业慧与（HPE）宣布，云服务商Vultr采购12亿美元（约81亿元人民币）的AMD Helios系统，用于美国数据中心。每个机架配备72颗AMD Instinct MI455X GPU。", "status": "official", "source": "慧与", "tags": ["算力", "AI芯片", "数据中心"], "date": "2026-09-30", "url": "https://www.businesswire.com/news/home/20260930335555/en/", "fid": "497f2096118c", "origin": "overseas", "evidence": {"check": "search-verified", "http": 403, "published_beijing": "2026-09-30 19:46", "excerpt": "HPE announced its first AMD Helios order: a $1.2 billion purchase by Vultr for U.S. data centers. Each rack contains 72 AMD Instinct MI455X GPUs and six HPE Juniper QFX5252 switch trays. The syndicated release explicitly links to this Business Wire URL and displays 07:46 EDT. [Bu"}}, {"col": "industry", "region": "global", "level": 2, "title": "国际机器人联合会：2025年全尺寸人形机器人售约7000台", "summary": "国际机器人联合会发布报告，2025年全球专业服务机器人出货量同比增长24%，接近25万台；身高超过140厘米、用于研发和娱乐以外商业及专业用途的人形机器人销量约7000台。", "status": "official", "source": "国际机器人联合会", "tags": ["人形机器人", "服务机器人"], "date": "2026-09-30", "url": "https://www.sttinfo.fi/tiedote/72371344/global-sales-of-professional-service-robots-surge-24percent?lang=en&publisherId=69820891", "fid": "aec8672f13a9", "origin": "overseas", "evidence": {"check": "fetched", "http": 200, "published_beijing": "2026-09-30 18:05", "excerpt": "30.9.2026 13:05:00 EEST | IFR - International Federation of Robotics | Press release Frankfurt am Main, GERMANY - September 30, 2026 – Global shipments of professional service robots increased by 24% to almost 250,000 units in 2025, highlighting a successful shift to commercial a"}}, {"col": "event", "region": "baoan", "level": 2, "title": "宝安举办第十三届宝创赛颁奖典礼，21个项目晋级全国赛", "summary": "9月29日，宝安区人民政府主办、区科技创新局承办的第十三届宝创赛举行颁奖典礼。赛事聚焦人工智能、高端装备制造等五大赛道，吸引610个项目报名，44个项目获奖，21个项目晋级全国赛。", "status": "official", "source": "宝安区人民政府", "tags": ["人工智能", "科创项目"], "basis": "宝安区人民政府主办、宝安区科技创新局承办", "date": "2026-09-30", "url": "https://www.baoan.gov.cn/xxgk/xwzx/tpxw/content/post_13006776.html", "fid": "274395256dde", "origin": "backfill", "evidence": {"check": "fetched", "via": "list", "http": 200, "published_beijing": "2026-09-30 16:04", "excerpt": "9月29日下午，第十八届中国深圳创新创业大赛宝安区预选赛暨第十三届深圳宝安创新创业大赛（以下简称“宝创赛”）颁奖典礼在湾区新技术新产品展示中心举行。赛事由深圳市科技创新局指导，宝安区人民政府主办，宝安区科技创新局承办。 本届赛事紧扣前沿技术演进方向与宝安本地产业实际，聚焦人工智能、高端装备制造、生命健康、新材料、绿色低碳五大赛道，面向全球广撒“英雄帖”，共吸引海内外610个创新项目踊跃报名。历经多轮严谨评审与层层比拼，44个项目斩获本届大赛一、二、三等奖；21个项目成功突围挺进全国赛。 13载接续耕耘，宝创赛已经成为宝安创新创业生态里不可或缺的关键平台。"}}, {"col": "industry", "region": "china", "level": 2, "title": "荣耀Magic9系列等智能体手机获进网许可", "summary": "据第一财经报道，9月30日工业和信息化部政务服务平台信息显示，荣耀Magic9系列及阶跃终端首款大模型原生智能体手机STEPX Neo已获得电信设备进网许可。", "status": "media", "source": "第一财经", "tags": ["智能终端", "智能体"], "date": "2026-09-30", "url": "https://www.yicai.com/news/103382399.html", "fid": "b4e679aeb6de", "origin": "backfill", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-09-30 10:48", "excerpt": "打开微信，点击底部的“发现”， 使用“扫一扫”即可将网页分享至朋友圈。 9月30日，工信部政务服务平台最新信息显示，多款智能体手机已经获得电信设备进网许可，其中包括荣耀Magic9系列以及阶跃终端首款大模型原生智能体手机STEPX Neo。此前，搭载豆包手机助手的努比亚NaviX Ultra已于9月1日获得入网许可，并于9月16日正式发售。 多款智能体手机接连完成入网并进入上市阶段，意味着这一此前主要停留在发布会和技术演示中的产品形态，正在真正进入手机市场。 与过去在手机中增加AI问答、图片生成等功能不同，智能体手机试图改变的是用户与手机的交互方式：用户"}}, {"col": "policy", "region": "shenzhen", "level": 2, "title": "深圳市科技创新局公示2393个研发费用拟资助项目", "summary": "深圳市科技创新局公示2026年度2393个研发费用拟资助项目，向社会征求意见。单位和个人可在公示之日起5个工作日内提交书面异议，资助尚处公示阶段。", "status": "official", "source": "深圳市科技创新局", "tags": ["研发资助", "项目公示"], "date": "2026-09-30", "url": "https://stic.sz.gov.cn/xxgk/tzgg/content/post_13006036.html", "fid": "6978eb1c7c18", "origin": "backfill", "evidence": {"check": "fetched", "via": "list", "http": 200, "published_beijing": "2026-09-30 14:33", "excerpt": "根据《深圳市科技计划管理改革优化工作方案》《深圳市科技研发资金管理办法》《深圳市研发投入补助计划项目管理办法》等有关文件规定，市科技创新局拟对2026年度2393个深圳市研发费用资助项目进行资助，现予公示，向社会征求意见。 任何单位和个人对公示项目持有异议的，请在公示之日起5个工作日内以书面形式（注明通讯地址和联系方式）向我局反映。单位提出异议的，应当在异议材料上加盖单位公章；个人提出异议的，应当在异议材料上签署真实姓名（姓名不能打印），我局对异议人身份和反映情况予以保密。其他行政主管部门提出异议的，按照有关规定办理。为保证异议处理客观、公正、公平，保护"}}, {"col": "industry", "region": "global", "level": 2, "title": "OpenAI称借助AI设计自研芯片，从设计到流片用时9个月", "summary": "据美国科技媒体Tom's Hardware报道，AI公司OpenAI称，其Jalapeño专用芯片借助AI辅助设计，从初始寄存器传输级设计到流片用时9个月，从构想到发布不足2年。", "status": "media", "source": "Tom's Hardware", "tags": ["AI芯片", "芯片设计"], "date": "2026-09-30", "url": "https://www.tomshardware.com/tech-industry/asics/this-is-how-ai-should-be-used-openai-head-of-hardware-breaks-down-the-ai-assisted-design-of-its-jalapeno-asic", "fid": "5198d0f97a59", "origin": "overseas", "evidence": {"check": "fetched", "via": "rss", "http": 200, "published_beijing": "2026-09-30 18:59", "excerpt": "OpenAI cut typical development timelines in half, and the industry has already come knocking to understand how. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works . OpenAI’s Jalapeño ASIC is a seismic shift for the industry, not "}}, {"col": "risk", "region": "global", "level": 2, "title": "美国上诉法院驳回AI训练“合理使用”抗辩，汤森路透胜诉", "summary": "据路透社报道，美国第三巡回上诉法院维持信息服务商汤森路透对法律人工智能企业Ross Intelligence的版权胜诉裁决，驳回后者就使用Westlaw材料训练AI提出的合理使用抗辩。", "status": "media", "source": "路透社", "tags": ["版权", "诉讼", "大模型"], "date": "2026-09-30", "url": "https://www.reuters.com/business/media-telecom/us-appeals-court-upholds-thomson-reuters-landmark-win-ai-training-lawsuit-2026-09-29/", "fid": "06555b9c777c", "origin": "overseas", "evidence": {"check": "search-verified", "via": "search", "http": 401, "published_beijing": "2026-09-30 01:28", "excerpt": "The 3rd US Circuit Court of Appeals upheld Thomson Reuters' copyright victory against Ross Intelligence and rejected Ross' fair-use defense concerning Westlaw material used for AI training. The appeals court's reasoning remained sealed when the article was published. Reuters' pag"}}, {"col": "policy", "region": "china", "level": 2, "title": "智能眼镜声学性能测试规范10月2日起实施", "summary": "市场监管总局发布的JJF 2385—2026《智能眼镜声学性能测试规范》将于10月2日起实施，涵盖频率响应、麦克风收音定向性能和播放漏声测试。", "status": "official", "source": "国家市场监督管理总局", "tags": ["智能眼镜", "计量规范"], "date": "2026-09-30", "url": "https://www.samr.gov.cn/xw/sj/art/2026/art_d132eeae66c04c7a8abba01e5fa55269.html", "fid": "8b8759691a96", "origin": "backfill", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-09-30 19:03", "excerpt": "市场监管总局发布的JJF 2385—2026《智能眼镜声学性能测试规范》国家计量技术规范（以下简称《规范》）将自10月2日起正式实施，为智能眼镜声学性能检测划定统一技术标尺，以计量法治监管守护消费权益，助力新兴消费品行业高质量发展。 随着人工智能快速发展，智能眼镜被广泛应用于大众日常生活与办公场景，成为人机交互的重要载体，通过蓝牙连接手机实现通话、音频播放、语音交互等核心功能，声学性能直接关系使用者使用体验和听力健康。长期以来，国内缺少统一的声学性能测试方法，导致生产企业检测手段各不相同，产品参数难以横向比对，部分产品更出现参数虚标、片面堆砌硬件指标等问"}}, {"col": "policy", "region": "shenzhen", "level": 2, "title": "国家自然科学基金委发布深圳人工智能联合基金项目指南", "summary": "国家自然科学基金深圳人工智能联合基金重大专项2026年度项目指南已通过科学基金网络信息系统发布。依托单位和申请人可登录“项目管理—项目指南”模块查看并按要求申请。", "status": "official", "source": "国家自然科学基金委员会信息科学部", "tags": ["人工智能", "科研资助"], "date": "2026-09-30", "url": "https://www.nsfc.gov.cn/p1/3381/2824/143118.html", "fid": "d98d61686d5f", "origin": "backfill", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-09-30", "excerpt": "国家自然科学基金深圳人工智能联合基金重大专项2026年度项目指南已通过科学基金网络信息系统（https://grants.nsfc.gov.cn）发布，请依托单位和申请人登录科学基金网络信息系统，在“项目管理-项目指南”模块查看，按项目指南所述要求和注意事项申请。"}}, {"col": "capital", "region": "china", "level": 2, "title": "中文在线拟定增募资不超28.33亿元", "summary": "中文在线9月30日公告，拟向特定对象发行股票募资不超过28.33亿元，用于数字版权内容资源、IP衍生内容开发、AI大模型研发升级、AIGC多模态内容平台及智能中台技术升级等项目，并补充流动资金。", "status": "media", "source": "证券时报·人民财讯", "tags": ["定增", "大模型", "AIGC"], "date": "2026-09-30", "url": "https://stcn.com/article/detail/4204309.html", "fid": "f4534f3eb63c", "origin": "backfill", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-09-30 17:08", "excerpt": "人民财讯9月30日电， 中文在线(300364)9月30日公告，公司拟向特定对象发行股票募集资金总额不超过28.33亿元，将用于数字版权内容资源升级建设项目、IP衍生内容开发项目、AI大模型技术研发与升级项目、AIGC多模态内容平台技术升级建设项目、智能中台化技术升级建设项目及补充流动资金。"}}, {"col": "policy", "region": "china", "level": 2, "title": "广州海珠区就人工智能产业“十五五”规划征求意见", "summary": "广州市海珠区人工智能发展局9月30日发布公告，就《广州市海珠区人工智能产业发展“十五五”规划（征求意见稿）》公开征求意见。", "status": "official", "source": "广州市海珠区人工智能发展局", "tags": ["人工智能", "产业规划", "征求意见"], "date": "2026-09-30", "url": "https://www.haizhu.gov.cn/hdjlpt/yjzj/answer/53195", "fid": "e6a0d741adc6", "origin": "backfill", "evidence": {"check": "fetched", "via": "search", "http": 200, "published_beijing": "2026-09-30 10:42", "excerpt": "主办单位：广州市海珠区人民政府    联系方式：020-66662394 粤公网安备44010502000066号 粤ICP备05083207号-1 网站标识码：4401050003 网络支持 IPv6 网络"}}]}