AMD苏姿丰称中国市场极其重要，将出席AMD上海开发者活动大会发表主题演讲；马斯克诉OpenAI被驳回，陪审团裁定诉讼超时效丨全球科技早参

每日经济新闻05-19 08:12

｜2026年5月19日星期二｜　　NO.1 AMD苏姿丰称中国市场极其重要，将出席AMD上海开发者活动大会发表主题演讲　　5月18日下午，美国超威半导体公司（AMD）董事会主席兼首席执行官（CEO）苏姿丰在京表示，此次来华深感荣幸，中国市场极其重要。在与中国贸促会会长任鸿斌的交谈中，苏姿丰说，算力已经成为AMD开展业务的关键，十分有幸能与中国各大合作伙伴在这一领域保持稳固良好的合作关系。“我始终...

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OpenAI dismissed, jury rules lawsuit is out of statute | Global Technology Morning Ginseng","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a088a74762cab503d3cb8c69fba7ce08","symbols_score_info":{"82822":0.6,"82823":0.6,"82843":0.6,"AMZN":1.85,"AMDS":0.6,"TSDD":0.6,"ASHR":0.6,"UFO":0.6,"TSLS":0.6,"TSLZ":0.6,"07366":0.6,"TSLL":0.6,"TLA":0.6,"TSLI":0.6,"02823":0.6,"TSLQ":0.6,"DAL":1.87,"TSLY":0.6,"DRAG":0.6,"AMD":1.94,"AMDD":0.6,"09366":0.6,"TESL":0.6,"ASHS":0.6,"CQQQ":0.6,"TSL":0.6,"AMDY":0.6,"STX":1.92,"AMDL":0.6,"CRSH":0.6,"DAMD":0.6,"KWEB":0.6,"02843":0.6,"TSLA":1.77,"07766":0.6,"HXC":0.6,"TSLT":0.6,"AMDG":0.6,"TSLR":0.6,"TSLW":0.6,"AMUU":0.6,"XPP":0.6,"TSLG":0.6,"AMYY":0.6,"TSII":0.6,"AMDW":0.6,"TSYY":0.6,"09766":0.6,"TSLP":0.6,"TSLO":0.6,"AMDU":0.6,"TEST":0.6,"FLCH":0.6,"02822":0.6},"content_text":"｜2026年5月19日星期二｜　　NO.1 AMD苏姿丰称中国市场极其重要，将出席AMD上海开发者活动大会发表主题演讲　　5月18日下午，美国超威半导体公司（AMD）董事会主席兼首席执行官（CEO）苏姿丰在京表示，此次来华深感荣幸，中国市场极其重要。在与中国贸促会会长任鸿斌的交谈中，苏姿丰说，算力已经成为AMD开展业务的关键，十分有幸能与中国各大合作伙伴在这一领域保持稳固良好的合作关系。“我始终期待双方能够持续深化合作、拓展更多领域。”5月19日上午，苏姿丰将出席AMD上海开发者活动大会发表主题演讲。　　点评：苏姿丰在京表示，此次来华深感荣幸，中国市场极其重要，算力已经成为AMD开展业务的关键。　　NO.2 马斯克诉OpenAI被驳回，陪审团裁定诉讼超时效　　当地时间5月18日，马斯克起诉OpenAI及阿尔特曼一案正式败诉。美国联邦陪审团判定，马斯克早已知晓相关事宜，却迟至2024年才发起诉讼，已超出法定诉讼时效，该案就此驳回。马斯克指控OpenAI背弃公益初心、沦为牟利工具的核心诉求也未能进入实质审理。此次庭审曝出多位核心人员高额持股：布罗克曼持股价值近300亿美元，苏茨克维持股约70亿美元，微软所持股权估值1350亿美元，预设投资回报目标920亿美元。阿尔特曼虽未直接持有OpenAI股份，却在与OpenAI有业务往来的公司中持有权益。马斯克已表态将提起上诉，其旗下xAI针对OpenAI涉及商业秘密窃取和反垄断相关诉讼仍在推进。　　点评：马斯克此番败诉扫清OpenAI上市关键法律阻碍，为OpenAI商业化路径提供司法背书，同时也稳固微软千亿级股权投资信心。　　NO.3 需求狂飙之际CEO却不愿建新厂，希捷科技股价下挫逾6%，领跌存储板块　　5月19日美股收盘，希捷科技（Seagate Technology）收跌超6.87%，单日下跌54.63美元，报收740.84美元/股，最新市值1661.2亿美元，领跌存储芯片板块。当地时间5月18日摩根大通行业会议上，希捷科技CEO戴夫·莫斯利发表言论，认为新建工厂与投产新设备耗时过久，新增产能还会拖累技术发展，企业难以承接AI产业扩张带来的芯片激增需求。莫斯利还表示，希捷可稳定未来四至五个季度产能预期，但市场实际需求已远超规划产能。同日，美光科技收跌5.95%，下跌43.12美元，报681.54美元/股，市值7686亿美元。闪迪收跌5.30%，下跌74.60美元，报1333.01美元/股，市值1974.1亿美元。　　点评：希捷科技表态产能扩张受阻直接引爆板块情绪。AI算力刚需持续走高，但供给端扩产受限，供需错配加剧行业预期分歧。　　NO.4 达美航空放弃SpaceX星链选择亚马逊，航司高管称亚马逊性价比更高　　据媒体5月18日报道，达美航空CEO巴斯蒂安回应称，弃用SpaceX的星链转而选择亚马逊作为机上Wi-Fi服务提供商是因为亚马逊相关服务价格更低，还附带流媒体内容，兼具零售、Prime会员等配套资源，带宽优势明显。达美航空于今年3月与亚马逊敲定合作，计划2028年起为500架飞机搭载“Amazon Leo”网络服务。马斯克直言这一选择会拉低旅客出行体验。目前星链依靠约1万颗卫星布局航空宽带，已拿下阿联酋航空、汉莎航空、美联航等多家知名航司合作，这也是SpaceX主要收入来源。　　点评：达美航空转投亚马逊弃用星链，冲击星链航空业务扩张节奏，也让亚马逊正式入局分食航空联网市场。　　NO.5 Anthropic允许Mythos用户互通网络安全漏洞数据　　据媒体5月18日报道，Anthropic近期调整规则，允许其AI模型Mythos用户合规共享网络安全漏洞数据信息，一改此前严格保密要求。Mythos可高效排查软件漏洞，目前仅通过Project Glassewing（“玻璃翼计划”）向约50家机构开放试用。业内对此分歧明显，信息共享利于行业联防，但也存在信息泄露遭恶意利用的风险。Anthropic此前还针对Mythos模型遭非授权访问一事展开内部调查。美方拟出台行政令加强AI模型前置监管，国会也将审议联邦AI法案，同时OpenAI也在小范围开放顶尖模型测试。　　点评：Mythos权限松绑推动网络风险情报流通，重塑金融与科技行业风控格局。（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":"conferences","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2636004540","isCrawlerRequest":true}