Anthropic链上估值飙升至1.2万亿美元，首次反超OpenAI；“英伟达亲儿子”CoreWeave营收同比增长112%，盘后一度大跌10%丨全球科技早参

每日经济新闻05-08

｜2026年5月8日星期五｜　　NO.1 马斯克孩子母亲出庭OpenAI庭审，称马斯克曾向阿尔特曼提供特斯拉董事会席位　　据媒体报道，马斯克起诉OpenAI一案进入关键阶段，本周庭审揭示出一系列与马斯克此前证词相互矛盾的证据，令这场高风险诉讼的走向愈发扑朔迷离。与马斯克育有四名子女的Shivon Zilis5月6日出庭作证。她曾任OpenAI董事会成员，是马斯克与OpenAI管理层之间的沟通纽带。...

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Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/0857aa54fb90e16078773ecb231a6ee1","symbols_score_info":{"NVDB":0.6,"GOOG":0.6,"CRWV":1.91,"CORD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"CRWU":0.6,"CWVX":0.6,"NVDD":0.6,"NVDQ":0.6,"3NVD.UK":0.6,"2NVD.UK":0.6,"TSLA":0.6,"NVD2.UK":0.6,"NVDG":0.6,"NVDU":0.6,"ANV":0.6,"AAPL":1.85,"CRWG":0.6,"META":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVDL":0.6,"NVD3.UK":0.6,"NVD":0.6,"NVII":0.6,"AMZN":0.6,"NVDX":0.6,"MSFT":0.6,"NVDW":0.6,"DIPS":0.6,"NVDO":0.6,"ARM":1.9,"SNVD.UK":0.6},"content_text":"｜2026年5月8日星期五｜　　NO.1 马斯克孩子母亲出庭OpenAI庭审，称马斯克曾向阿尔特曼提供特斯拉董事会席位　　据媒体报道，马斯克起诉OpenAI一案进入关键阶段，本周庭审揭示出一系列与马斯克此前证词相互矛盾的证据，令这场高风险诉讼的走向愈发扑朔迷离。与马斯克育有四名子女的Shivon Zilis5月6日出庭作证。她曾任OpenAI董事会成员，是马斯克与OpenAI管理层之间的沟通纽带。　　Zilis作证称，OpenAI高管层曾就公司架构\"反复讨论、争论不休\"，期间探讨了多种营利化方案。其中，马斯克一度希望将OpenAI并入特斯拉，并为此向OpenAI CEO阿尔特曼开出了特斯拉董事会席位作为筹码。　　点评：核心证人Zilis的证词，揭露了马斯克早期就意图将OpenAI并入特斯拉，换取控制权的动机。　　NO.2 Anthropic链上估值飙升至1.2万亿美元，首次反超OpenAI　　据媒体报道，在链上Pre-IPO市场上，Anthropic的估值飙升至1.2万亿美元，首次反超OpenAI。如果Anthropic以1.2万亿美元的估值顺利完成首次公开募股，它将直接空降全球第11大上市公司，缔造商业史上的新神话。不过，美国银行最新警告称，包括SpaceX和Anthropic在内的今年计划中的上市进程，可能会导致部分资金从一直依赖大型科技公司的美股市场中撤离，而这可能标志着牛市的结束。　　点评：两大万亿级AI+科技巨头密集上市，被美银视为美股牛市晚期的典型信号。　　NO.3 传苹果内置摄像头AirPods已进入开发后期阶段　　知名爆料人马克·古尔曼在最新文章中表示，苹果公司在推出首款面向AI时代的可穿戴设备方面刚迈过一个重要里程碑：新款内置摄像头的AirPods已经进入开发后期阶段。知情人士透露称，该项目已经进入原型机具备接近最终设计和功能的DVT（设计验证测试）阶段。DVT是PVT（生产验证测试）前的最后一个重要开发阶段，后者会涉及早期量产。　　点评：带摄像头的AirPods进入DVT阶段，标志苹果AI可穿戴战略落地加速。　　NO.4 Arm绩后大跌超10%，市场担心其供应不足　　5月7日，英国芯片设计公司Arm Holdings公布的2026财年第四季度业绩好于华尔街预期，并表示新一代数据中心CPU需求表现强劲。不过，由于市场担忧其业务前景，Arm股价收跌约10%。Arm首席执行官Rene Haas表示，芯片需求预测已经翻番至20亿美元，但目前供应不足，无法满足新的订单需求。Arm确保能满足相当于10亿美元的需求，包括存储器、晶圆、封装以及测试等一系列生产环节。　　财富管理公司Cerity Partners的合伙人Michael Ashley Schulman指出，这一表态被认为会破坏市场预期，Arm或许能获得更多供应，但市场的疑虑在于其供应速度是否足够快，以及当需求增加时会发生什么。　　点评：Arm业绩超预期却大跌，核心矛盾是AI芯片需求爆发与产能瓶颈的尖锐对立。　　NO.5 CoreWeave营收同比增长112%，但亏损扩大　　5月7日，AI云计算基础设施公司CoreWeave公布2026财年第一季度业绩，营收同比翻番，订单积压规模骤升至近千亿美元，但持续高强度的资本投入令利润承压明显。财报显示，该公司本季度营收达20.78亿美元，同比增长112%。然而，大规模产能扩张带来的前期成本已开始侵蚀利润空间。调整后净亏损扩大至5.89亿美元，调整后净亏损率为28%，均较上年同期大幅恶化。受此消息影响，CoreWeave股价美股盘后一度跌超10%。　　点评：CoreWeave“高增高亏”的业绩，是AI算力基建扩张期的典型缩影。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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