【美股盘前】马斯克：未来20年人形机器人或达1000亿台，上海超级工厂成功靠中国团队；大空头Burry加码做空美光、Nebius；量子计算股集体上涨，lonQ涨超12%；SK海力士跌超2%_老虎社区_美港股上老虎

【美股盘前】马斯克：未来20年人形机器人或达1000亿台，上海超级工厂成功靠中国团队；大空头Burry加码做空美光、Nebius；量子计算股集体上涨，lonQ涨超12%；SK海力士跌超2%

每日经济新闻09-23

①【三大期指跌涨不一】截至发稿，道指期货涨0.06%，标普500指数期货涨0.07%，纳指期货跌0.02%。　　②【马斯克：未来20年人形机器人或达1000亿台，上海超级工厂成功靠中国团队】9月23日，特斯拉CEO埃隆·马斯克接受央视财经专访时表示，上海超级工厂的成功主要依靠中国团队，并称该工厂是“一块瑰宝”。他表示，中国拥有强大的制造业基础，上海超级工厂团队人才济济、生产效率高、产品质量好。　　...

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Big short seller Burry increased his short positions in Micron and Nebius; Quantum computing stocks rose across the board, with lonQ gaining over 12%. SK Hynix fell more than 2%","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/91886a2b0cb73bb021381c59451036bf","symbols_score_info":{"SKHL":0.6,"IONX":0.6,"IONL":0.6,"RGTX":0.6,"TSL":0.6,"MIC":0.6,"PTF":0.6,"HYNX":0.6,"USXF":0.6,"SOXQ":0.6,"SMOG":0.6,"QBTS":1.84,"RGTI":1.85,"WQTM":0.6,"ELOL":0.6,"IXN":0.6,"QBY":0.6,"WIMI":1.84,"QTUP":0.6,"FTXL":0.6,"IDRV":0.6,"STSLAmain":0.6,"SKHN":0.6,"TSLG":0.6,"IOYY":0.6,"IONQ":1.94,"QBTZ":0.6,"MUU":0.6,"09366":0.6,"TSLQ":0.6,"BAI":0.6,"TSLO":0.6,"SMU00main":0.6,"SHOC":0.6,"TSLL":0.6,"AIS":0.6,"VGT":0.6,"JGRO":0.6,"SMH":0.6,"EGGY":0.6,"PSI":0.6,"QUBT":1.84,"WANT":0.6,"TEST":0.6,"WATS":0.6,"SKUU":0.6,"TESL":0.6,"DRMY":0.6,"TRFK":0.6,"ARTY":0.6,"SKHY":1.88,"TSLP":0.6,"MUYY":0.6,"FDTX":0.6,"TSLS":0.6,"AIFD":0.6,"RGTZ":0.6,"TSLR":0.6,"07709":0.6,"AIQ":0.6,"LIT":0.6,"FTEC":0.6,"TSII":0.6,"RULE":0.6,"XLK":0.6,"WLDR":0.6,"FDRV":0.6,"CRSH":0.6,"TESC":0.6,"CQTM":0.6,"RGTU":0.6,"HBMX":0.6,"SKHZ":0.6,"MULL":0.6,"IONC":0.6,"TSLY":0.6,"WUGI":0.6,"SKHQ":0.6,"LEGR":0.6,"07766":0.6,"ARQQ":1.84,"TLA":0.6,"TSLI":0.6,"RGYY":0.6,"CHPS":0.6,"09766":0.6,"SKHYV":0.6,"FAI":0.6,"QUBX":0.6,"SK":0.6,"XNTK":0.6,"RGTC":0.6,"TSLZ":0.6,"MUD":0.6,"MUG":0.6,"BOBP":0.6,"CGGO":0.6,"QUA":0.6,"TSLT":0.6,"SOXX":0.6,"SKDD":0.6,"EFIV":0.6,"TSDD":0.6,"QBTX":0.6,"TSLA":1.91,"07366":0.6,"EMSF":0.6,"TSYY":0.6,"IETC":0.6,"SKHX":0.6,"MUZ":0.6,"FXL":0.6,"TTXU":0.6,"IONZ":0.6,"CHAT":0.6,"TSLW":0.6,"MU":1.91,"SKHA":0.6,"DISK":0.6,"SKHU":0.6},"content_text":"①【三大期指跌涨不一】截至发稿，道指期货涨0.06%，标普500指数期货涨0.07%，纳指期货跌0.02%。　　②【马斯克：未来20年人形机器人或达1000亿台，上海超级工厂成功靠中国团队】9月23日，特斯拉CEO埃隆·马斯克接受央视财经专访时表示，上海超级工厂的成功主要依靠中国团队，并称该工厂是“一块瑰宝”。他表示，中国拥有强大的制造业基础，上海超级工厂团队人才济济、生产效率高、产品质量好。　　谈及人形机器人，马斯克预测未来10年内全球人形机器人数量可能达到10亿台，15年内或达100亿台，20年内可能达到1000亿台。他认为，未来人形机器人可以照料老人、看护儿童、担任私人教师并承担各类工作，一个人甚至可以同时操控数百至数千台实体机器人和数字智能体。截至发稿，特斯拉涨0.22%，SpaceX跌0.25%。　　③【大空头Burry加码做空美光、Nebius，押注内存供应增加导致价格承压】当地时间9月23日，投资人Michael Burry发文称，其进一步加码做空美光科技、AI基础设施公司Nebius、iShares半导体ETF和Palantir，并表示此次操作“规模相当大”。　　Burry认为，三星、SK海力士和美光此前为满足AI对高带宽内存（HBM）的需求，将部分传统DRAM产能转向HBM，导致普通DRAM供应趋紧。随着相关厂商恢复普通DRAM产能以及新增供应释放，内存市场供需格局可能逆转，并对价格形成压力。截至发稿，美光科技跌0.20%，Nebius涨0.76%，iShares半导体ETF跌0.60%，Palantir涨0.16%。　　④【量子计算股集体上涨，lonQ涨超12%】当地时间9月22日，量子计算公司IonQ宣布，其研发的实时量子纠错解码器已完成测试，该系统可运行在单颗标准商用CPU上，并支持多达408个逻辑量子比特、超过3150万次量子操作的模拟电路。IonQ称，该技术有望缓解容错量子计算中的实时纠错瓶颈。　　受此消息影响，量子计算股走强。截至发稿，lonQ涨超12%，Rigetti Computing、Infleqtion涨超5%，D-Wave Quantum涨超4%，Quantum Computing、Arqit Quantum、微美全息、哈纳杜量子技术、Quantinuum涨超3%。　　⑤【SK海力士跌超2%，高盛重申其“买入”评级，看好HBM及传统DRAM价格】当地时间9月22日，高盛在与SK海力士举行投资者在线会议后发布研报，重申“买入”评级及350万韩元目标价。高盛认为，公司基本面前景持续稳固，预计2026年剩余时间内存价格仍将环比上涨，主要受供应持续紧张、高端HBM占比提升及此前价格低于预期形成的低基数效应支撑，但涨幅可能逐步放缓。　　对于2027年，SK海力士预计传统DRAM和HBM供应均维持紧张，高端产品占比提升将推动HBM平均售价上涨。此外，公司预计下半年HBM平均售价和利润率高于上半年，随着年底临近，HBM4收入占比将进一步提升。截至发稿，SK海力士跌2.24%。　　⑥【Anthropic与OpenEvidence合作，将AI临床决策支持工具免费推广至约100个国家】当地时间9月22日，人工智能初创公司Anthropic与医学知识平台OpenEvidence宣布合作，将基于AI的临床决策支持工具免费提供给美国和欧洲以外、医疗资源相对匮乏地区的医生。该工具可根据经过同行评审的医学研究和临床诊疗指南回答医生问题，双方计划将服务推广至约100个低收入和中等收入国家地区包括乌干达、安哥拉、苏丹、海地和蒙古等。　　⑦【OpenAI、Anthropic同日推出低价模型】当地时间9月22日，Anthropic和OpenAI相继推出低价AI模型，其中Anthropic发布Claude Opus 5.5，输入和输出价格分别为每百万Token 4美元和20美元，较前代模型Fable 5.1分别下降60%；OpenAI则推出ChatGPT-6的低价版本Sol和Luna，价格分别为每百万输入Token 2美元和0.1美元、输出Token 10美元和0.5美元，较ChatGPT-5.6系列最高下降50%。　　⑧ 北京时间21:45，美国9月标普全球综合PMI初值。（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":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}