英伟达与SK海力士达成多年期合作；字节跳动否认造车计划

21世纪经济报道06-08

21世纪经济报道新质生产力研究院综合报道　　早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。　　【巨头风向标】　　Anthropic呼吁暂停研发AI　　在一篇由Anthropic联合创始人Jack Clark、研究院负责人Marina Favaro联合撰写的研究文章中，该公司依托内部实测数据，完整论证了“递归自我改进（RSI）”的落地进程...

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plans","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4d49eb0c31727bbd7f2ceb8ac125b8d4","symbols_score_info":{"600522":1.86,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVDS":0.6,"07788":0.6,"NVD":0.6,"NVDS.UK":0.6,"07388":0.6,"NVDB":0.6,"NVDO":0.6,"NVDX":0.6,"ANV":0.6,"3NVD.UK":0.6,"NVDQ":0.6,"NVDA":1.97,"NVDL":0.6,"NVDY":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"DIPS":0.6,"NVD2.UK":0.6,"NVDD":0.6,"NVYY":0.6,"NVDU":0.6,"NVII":0.6,"NVDW":0.6,"NVDG":0.6},"content_text":"21世纪经济报道新质生产力研究院综合报道　　早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起看看吧。　　【巨头风向标】　　Anthropic呼吁暂停研发AI　　在一篇由Anthropic联合创始人Jack Clark、研究院负责人Marina Favaro联合撰写的研究文章中，该公司依托内部实测数据，完整论证了“递归自我改进（RSI）”的落地进程正在超预期提速，这也成为其倡议全球协同管控AI研发的核心论据。基于连续数年的数据追踪，团队做出预判：如果能力提升的技术趋势持续，而AI系统能够发展出人类变革性创造力所固有的那些能力，那么AI系统自主设计和改进自身，是完全有可能发生的。为此，Anthropic认为，赋予世界放缓乃至暂停前沿AI开发的选项，将是有益的——这有助于社会结构和对齐研究跟上技术进步的步伐。Anthropic研究院将与众多合作方开展研究，并采取实际行动，帮助构建一个可信的减速或暂停机制所需的制度体系。（界面新闻）　　英伟达与SK海力士达成多年期合作　　当地时间6月7日，英伟达与SK海力士官宣建立多年期技术合作伙伴关系，围绕全球AI工厂所需的下一代内存展开联合研发，并将AI技术应用于半导体芯片的设计与制造。SK海力士将为英伟达Vera Rubin AI超级计算机、Vera CPU、RTX Spark PC及Jetson Thor机器人计算平台协同开发专用内存，由此进入AI基础设施、个人AI与物理AI新市场。协议支持先进内存供应，以应对较长研发周期与资本投入，使供应跟上英伟达的基础设施路线图。SK海力士将采用英伟达CUDA-X库与PhysicsNeMo框架，加速TCAD、计算光刻等芯片仿真工作流。　　小米机器人团队拿下CVPR和ICRA双赛冠军　　小米技术公众号发文称，小米机器人团队在CVPR 2026 Workshops-GigaBrain Challenge-RoboChallenge Track和ICRA 2026 WBC赛道获得双料冠军。其中，前者包含30个真实机器人任务，覆盖双臂灵巧操作、柔性物体操作、工具因果推理和跨平台健壮性，要求连续10次无干扰测试并提交统一多任务模型。小米参赛模型my16整体成功率约41%，是该赛道唯一超过40%成功率的模型，总榜排名第一。小米称，my16采用WAM世界动作模型架构，包含S1 / S2双系统+长短期记忆+跨本体预训练。S2多模态大模型负责高层角色分工和子目标分配，S1世界模型负责双臂未来轨迹建模和一致性约束；长期记忆跟踪任务进展，短期记忆捕捉最近动作和观测。 　　字节跳动声明：没有造车或推出汽车品牌的计划　　字节跳动发布声明称，近期有部分报道将“赛豆”解读为“豆包汽车品牌”或“字节跳动造车”，相关说法不准确，字节跳动没有造车或推出汽车品牌的计划。赛豆不是字节跳动或豆包推出的汽车品牌，字节和赛豆没有股权合作。豆包、火山引擎与汽车行业伙伴的合作，主要是给行业伙伴提供豆包大模型、智能座舱等技术服务，帮助合作伙伴提升车载智能交互体验。此前有媒体报道，由赛力斯集团参股的重庆赛豆科技有限公司将于6月9日晚发布全新汽车品牌。　　“千帆星座”迎重要里程碑　　垣信卫星6月5日披露，当日14时34分，垣信卫星在海南国际商业航天发射场，使用长征八号运载火箭，成功将18颗千帆卫星送入预定轨道，所有卫星状态正常，发射任务取得圆满成功。至此，“千帆星座”卫星数量增至200颗，AIS卫星系统完成组网。6月以来，“千帆星座”呈现高频发射状态，其中4日和5日的发射仅隔19个小时。对此，垣信卫星表示，自主建设管理的卫星测运控系统，可靠保障并验证了“24小时两次发射”的高频次任务能力。　　比亚迪辟谣机器人相关消息　　日前，比亚迪自研人形机器人的消息引发广泛关注。网传其自研人形机器人代号“尧舜禹”，计划于2026年在内部部署2万台。对此，记者向比亚迪方面求证，对方表示：“‘比亚迪人形机器人代号尧舜禹’‘第七代原型机在深圳和长沙工厂实地测试’‘约150台上岗，目标年内自用2万台’等消息均不属实。” (每日经济新闻)　　全球首个预制算力中心底座启用　　6月6日，全球首个预制算力中心底座在山东青岛正式启用。相较于传统算力中心节约施工周期近70%，为当前算力基础设施建设提供更高效、更低碳的新方案。算力中心底座，简单来说就是算力中心的能源枢纽和电力堡垒，也可以称为算力中心的“心脏”，为算力中心提供持续稳定的电力。而底座的供电稳定性、能效利用率则直接关系到算力中心的整体工作能力。目前，该预制算力中心底座已经正式接入企业自建数据中心，预计今年下半年将应用于国家级数据中心集群以及多个地方级算力中心，为各级算力枢纽提供稳定高效、低碳集约、可快速复制的新模式。（央视新闻）　　中天科技中标约15.18亿元数据中心用MPO光纤跳线及其配件项目　　中天科技发布公告称，收到国内某互联网企业中标通知书，中标FY27财年年度耗材集采招标项目，中标产品为数据中心用MPO光纤跳线及其配件，中标金额约15.18亿元(含税)。该项目预计于2026年6月开始执行，执行周期一年。本次中标金额占公司2025年度经审计营业收入约3%。　　唯特偶回复深交所关注函　　唯特偶发布公告回复深交所关注函，就公司产品在光模块及先进封装领域的应用情况、相关客户及销售金额等进行了说明。光模块生产过程中，锡膏主要用在四个环节：PCB主板SMT、TOSA/ROSA光器件与COB光引擎焊接、高速FPC软板热压焊接、结构件/壳体接地焊接。以1.6T光模块为例：单个产品锡膏成本金额约为5-72元，金额较小；锡膏产品占光模块产品价格比例约为0.077%-0.758%，占比极低。在光模块生产环节中，公司主要产品可用于PCB主板SMT、TOSA/ROSA光器件与COB光引擎焊接，主要产品为T7超细粉锡膏及半导体专用清洗剂，主要应用于1.6T的光模块领域。唯特偶表示，光模块及先进封装业务市场需求和发展前景尚存在不确定性，且截至目前，公司在光模块及先进封装领域的营收占比贡献率均不到1%，预计短期内不会对公司经营业绩产生重大影响。　　【最芯见闻】　　存储“三巨头”的HBM4均获英伟达认证　　英伟达CEO黄仁勋到访韩国期间，接受媒体采访时首次确认，英伟达已认证全球三大内存芯片制造商三星电子、SK海力士和美光科技送样HBM4，这将成为其下一代人工智能工作平台Vera Rubin的核心组件。据悉，这三家公司目前共同主导全球存储半导体市场，并为争夺这一利润丰厚的业务份额而激烈竞争。黄仁勋表示，“三家供应商均已获得资格，并且均处于生产状态，都在全力支持Vera Rubin。”（每日经济新闻）　　车规级存储芯片价格暴涨180%　　有数据显示，近三个月，车规级存储芯片整体价格涨幅约180%。据不完全统计，近期国内共有十余家新能源车企上调售价或收紧优惠，幅度一般在2000元到6000元不等。在北京一家新能源汽车4S店里，销售人员告诉记者，目前他们在售车型的官方指导价并没有发生变化。但5月以来，店内多款车型配置的一款辅助驾驶选装包价格有所上调，从之前的9900元上调到了12000元。车企公告显示，选装包价格调整，主要是受到全球存储硬件成本大幅上涨的影响。在新能源车价格出现变化的时候，不少燃油车在调低价格，加大优惠力度。截至今年4月，燃油车促销力度已连续9个月维持在23%左右的高位。（央视新闻）　　【上市资本流】　　中科信启动IPO辅导　　中国证监会官网显示，北京中科信半导体股份有限公司IPO辅导备案已于6月4日获得北京证监局受理，辅导机构为中信建投证券。公司控股股东为中电科烁科电子装备（北京）有限公司，直接持有公司33.11%的股权。天眼查显示，中电科烁科电子装备（北京）有限公司为中电科电子装备集团有限公司全资子公司，中电科电子装备集团有限公司系中国电子科技集团有限公司全资子公司，实控人为国务院国资委。官网显示，为攻克离子注入机难题，2019年6月，中国电科将旗下电科装备48所和北京中科信离子注入机业务战略整合，组建北京烁科中科信电子装备有限公司，总部位于北京市通州区光机电一体化产业基地，在长沙设有分公司。烁科中科信即本次IPO主体中科信。　　本源量子完成30亿元融资　　近日，知名量子计算公司本源量子历时30天，完成近30亿元Pre-IPO轮融资，投前估值达210亿元，成为国内估值最高的量子计算公司。本轮融资由中国兵器集团领投，增资5亿元；中科育成投资作为老股东跟投，再次增资3亿多元，累计持股超过5%，位列公司实控人之后，为第六大股东；新增华民投为股东单位，出资2亿元。此外，山东省、江西省、河南省等省级政府的投资平台，青岛市市级政府投资平台，以及上市公司等多元机构作为LP，加码了此次Pre-IPO轮融资。2025年9月，本源量子在安徽证监局完成IPO辅导备案，成为继国盾量子、国仪量子后，国内第三家开启IPO进程的量子科技企业，冲刺国内“量子计算第一股”。（上海证券报）（文章来源：21世纪经济报道）","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":"","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 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