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@熊猫校长 Ming：Web3 AI村村民周报（第19周 8.31 - 9.6） 1、DeepSeek V4 首个多模态模型开源了 2、草原上的“Token工厂”：乌兰察布成为中国AI算力的心脏 3、有用户，有收入，AI 应用却不是好生意 4、民调显示，约70%至75%的美国人反对在自家附近建设大型数据中心 5、光伏正式成为我国第一大电源 6、大卫·保罗：真正击穿账号的往往不是连败，而是盈利后突然放大的仓位 7、城堡证券首席策略师警告“九月是战术性下行窗口” 8、李飞飞：全球首个多模态世界模型发布 9、Crypto最终会被并入AI finance？ 10、智谱在天猫开店卖token 11、马斯克称，十亿台人形机器人的生产力将超过所有人类生产力的总和。 12、曾鸣最新访谈：2026，像极了1995。 13、GPT 6 横空出世 14、证监会的私募基金募集新规来了 $英伟达(NVDA)$ $特斯拉(TSLA)$ $SpaceX(SPCX)$

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