马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈；特斯拉在香港推出低价版Model 3，起售价不足18万元｜全球科技早参

每日经济新闻08-31 07:45

｜2026年8月31日星期一｜　　NO.1 马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈　　8月30日，据媒体报道，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机的叶片与导叶。马斯克随后证实，SpaceX正在内部推进相关零部件制造，预计可将燃气轮机上线时间最多提前18个月。他此前表示，燃气轮机叶片与导叶已经成为扩大燃气轮机部署，进而建设AI数据中心的...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2663028502?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-08-31 07:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2663028502","market":"hk","top_or_hot":-1,"title":"马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈；特斯拉在香港推出低价版Model 3，起售价不足18万元｜全球科技早参","media":"每日经济新闻","content":"<div>\n<p>｜2026年8月31日星期一｜　　NO.1 马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈　　8月30日，据媒体报道，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机的叶片与导叶。马斯克随后证实，SpaceX正在内部推进相关零部件制造，预计可将燃气轮机上线时间最多提前18个月。他此前表示，燃气轮机叶片与导叶已经成为扩大燃气轮机部署，进而建设AI数据中心的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608313859568342.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈；特斯拉在香港推出低价版Model 3，起售价不足18万元｜全球科技早参</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈；特斯拉在香港推出低价版Model 3，起售价不足18万元｜全球科技早参\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-31 07:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202608313859568342.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>｜2026年8月31日星期一｜　　NO.1 马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈　　8月30日，据媒体报道，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机的叶片与导叶。马斯克随后证实，SpaceX正在内部推进相关零部件制造，预计可将燃气轮机上线时间最多提前18个月。他此前表示，燃气轮机叶片与导叶已经成为扩大燃气轮机部署，进而建设AI数据中心的...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202608313859568342.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"http://finance.eastmoney.com/a/202608313859568342.html","article_id":"2663028502","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608313859568342.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2663028502","pubTimestamp":1788133542,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"｜2026年8月31日星期一｜NO.1马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈8月30日，据媒体报道，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机的叶片与导叶。马斯克随后证实，SpaceX正在内部推进相关零部件制造，预计可将燃气轮机上线时间最多提前18个月。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","TSYY":"收益增强TSLA ETF-GraniteShares","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LIT":"Global X Lithium & Battery Tech ETF","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4516":"特朗普概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4592":"伊斯兰概念","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4548":"巴美列捷福持仓","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSII":"REX TSLA Growth & Income ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4099":"汽车制造商","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSL":"1.25倍做多TSLA ETF-GraniteShares","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","07366":"南方两倍做空特斯拉","BK4555":"新能源车","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLL":"2倍做多TSLA ETF-Direxion","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0823411888.USD":"法巴消费创新基金 Cap","BK4588":"碎股","BK4550":"红杉资本持仓","TSLQ":"2倍做空TSLA ETF-Tradr","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","IDRV":"iShares Self-Driving EV and Tech ETF","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","TSLS":"1倍做空TSLA ETF-Direxion","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","TSLW":"TSLA周配息ETF-Roundhill","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","09766":"南方两倍做多特斯拉-U","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLZ":"2倍做空TSLA ETF-T-Rex","TLA":"GraniteShares Autocallable TSLA ETF","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","07766":"南方两倍做多特斯拉","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSLA":"特斯拉","WANT":"Direxion Daily Consumer Discretionary Bull 3x Shares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","WATS":"Corgi Battery Energy Storage Systems ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4604":"机器人概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4527":"明星科技股","SMOG":"VanEck Low Carbon Energy ETF","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","09366":"南方两倍做空特斯拉-U","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4612":"AI芯片","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TESC":"Corgi TSLA 2x Daily ETF","BK4574":"无人驾驶","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TESL":"Simplify Volt TSLA Revolution ETF","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4581":"高盛持仓","BK4543":"AI","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","TSDD":"2倍做空TSLA ETF-GraniteShares","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","BK4511":"特斯拉概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4534":"瑞士信贷持仓","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)"},"translate_title":"Musk: SpaceX will build its own gas turbine blade foundry to solve the power bottleneck in data centers; Tesla launches low-priced Model 3 in Hong Kong, starting at less than HK$180,000 | Global Tech Morning Report","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ad8cb081ed10cbec63a709619f9c0b42","symbols_score_info":{"07366":0.6,"TSII":0.6,"FDRV":0.6,"TSDD":0.6,"WANT":0.6,"TSLO":0.6,"TSLZ":0.6,"09766":0.6,"TSLP":0.6,"ELOL":0.6,"TSLI":0.6,"TSL":0.6,"TESL":0.6,"WATS":0.6,"TSLR":0.6,"TESC":0.6,"TSLY":0.6,"TSYY":0.6,"TSLT":0.6,"LIT":0.6,"SMOG":0.6,"TSLG":0.6,"CRSH":0.6,"TEST":0.6,"TSLA":1.9,"TSLQ":0.6,"TSLL":0.6,"STSLAmain":0.6,"IDRV":0.6,"TSLS":0.6,"07766":0.6,"TSLW":0.6,"TLA":0.6,"09366":0.6},"content_text":"｜2026年8月31日星期一｜　　NO.1 马斯克：SpaceX自建燃气轮机叶片铸造厂，以解决数据中心电力瓶颈　　8月30日，据媒体报道，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机的叶片与导叶。马斯克随后证实，SpaceX正在内部推进相关零部件制造，预计可将燃气轮机上线时间最多提前18个月。他此前表示，燃气轮机叶片与导叶已经成为扩大燃气轮机部署，进而建设AI数据中心的“限制性因素”，按照目前的生产速度，未来可能没有足够电力及时支撑所有正在生产的AI芯片。　　目前全球能够制造相关高温燃气轮机叶片的企业数量有限，行业产能紧张，GE Vernova等厂商的部分大型燃机订单已排至2030年。SpaceX近期已招聘多名工程师负责新建叶片铸造厂、自动化及高温合金零部件生产。马斯克同时表示，SpaceX和特斯拉正在分别建设年产100GW的太阳能产能，但未来数年仍需要天然气发电作为补充。　　点评：随着AI芯片供应持续增加，数据中心扩张的瓶颈正进一步从GPU向电力设备和关键零部件转移，SpaceX选择直接进入燃气轮机供应链，也反映出大型AI基础设施项目正在通过垂直整合解决能源端的产能约束。　　NO.2 长鑫科技宣布LPDDR6量产，首批搭载小米18 Fold　　8月29日，长鑫科技宣布自主研发的LPDDR6内存实现量产，首批产品将搭载于小米18 Fold折叠旗舰手机。根据披露，长鑫LPDDR6峰值速率达到12800Mbps，与SoC协同基础速率为10667Mbps，芯片最高容量16GB。小米创始人雷军随后发文祝贺。按照腾讯科技报道，长鑫此次实现LPDDR6量产，距离2025年7月JEDEC发布LPDDR6标准仅约一年。　　随着端侧AI对内存带宽和功耗提出更高要求，LPDDR正从传统手机、笔记本等场景进一步向AI终端扩展。报道还称，苹果正在与长鑫推进样品验证与合作谈判，但目前尚未正式确认合作。　　点评：LPDDR6量产意味着长鑫在高端移动DRAM领域进一步缩小与三星、SK海力士等厂商的产品代际差距　　NO.3 特斯拉在香港推出低价版Model 3，起售价不足18万元　　8月30日，特斯拉正式在中国香港和澳门推出配置简化、售价更低的Model 3车型。其中，香港市场起售价为20.5万港元（约合人民币17.59万元），较此前在售基础版降低8.5%；澳门市场起售价为25.2万澳门元（约合人民币20.98万元）。新版本对氛围灯、内饰面料和轮毂等配置进行了精简或调整，官方标称单次充电最大续航里程为572公里。　　值得注意的是，一款疑似对应低价版Model 3的车型此前已经进入工信部车型目录。该车型搭载52.9kWh电池，CLTC续航480公里，低于目前中国内地在售后轮驱动版Model 3的634公里。美国市场此前推出的Model 3 Standard同样通过削减部分配置降低售价。　　点评：特斯拉将低价版Model 3进一步引入亚洲市场，显示其正在通过配置精简扩大价格覆盖区间　　NO.4 OpenAI将停止向Cursor提供模型服务，称马斯克旗下公司曾违约　　当地时间8月28日，OpenAI宣布计划停止向AI编程工具Cursor提供模型服务，服务将于11月12日终止。Cursor母公司Anysphere今年6月被SpaceX以600亿美元全股票交易收购，并于8月初完成交易。OpenAI表示，此次决定与Cursor控制权变更有关，并称基于过往经验，马斯克旗下多家公司曾存在违约行为，因此无法确信SpaceX会按照服务条款使用其技术。Cursor方面表示正与OpenAI沟通，希望解决争端。　　OpenAI表示，根据与Cursor签订的协议，在发生控制权变更后，公司有权在限定时间内终止合作。Cursor目前除使用SpaceX AI的Grok外，也向用户提供OpenAI、Anthropic和谷歌等公司的模型。此次事件也进一步加剧了马斯克与OpenAI CEO萨姆·奥尔特曼之间长期存在的矛盾。　　点评：此次争端已经从马斯克与OpenAI之间的诉讼和公开交锋延伸至实际商业合作，Cursor作为多模型AI编程平台，对单一模型供应商的依赖风险也进一步显现。（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":false,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2663028502","isCrawlerRequest":true}