Meta AI助手Muse登顶美国应用商店免费榜，Meta涨超11%，AMD市值破万亿美元；黄仁勋：2030年AI毁灭人类概率为0%，应尽可能快推进AI｜全球科技早参_老虎社区_美港股上老虎

Meta AI助手Muse登顶美国应用商店免费榜，Meta涨超11%，AMD市值破万亿美元；黄仁勋：2030年AI毁灭人类概率为0%，应尽可能快推进AI｜全球科技早参

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｜2026年9月22日星期二｜　　NO.1 Meta AI助手Muse登顶美国应用商店免费榜，Meta涨超11%，AMD市值破万亿美元　　Meta AI助手Muse登顶美国应用商店免费榜，Meta涨11.43%，AMD市值破万亿美元　　9月21日，随着Meta推出的个人AI助手Muse取代ChatGPT，成为美国iOS平台上最受欢迎的免费应用，Meta旗下AI助手Muse同时登上美国Google...

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Meta AI助手Muse登顶美国应用商店免费榜，Meta涨超11%，AMD市值破万亿美元　　Meta AI助手Muse登顶美国应用商店免费榜，Meta涨11.43%，AMD市值破万亿美元 　　9月21日，随着Meta推出的个人AI助手Muse取代ChatGPT，成为美国iOS平台上最受欢迎的免费应用，Meta旗下AI助手Muse同时登上美国Google Play免费榜首位。Sensor Tower数据显示，Muse上线6天下载量超过90.2万次，高于前代Meta AI同期的77.3万次。Muse支持读取Facebook Marketplace、Instagram等内容，并连接Gmail、日历等第三方服务，执行邮件、旅行预订和购物等任务。消息推动Meta收涨11.43%。Muse走红提振市场对AI应用普及及服务器CPU需求增长的预期，带动AMD和英特尔等芯片股上涨，AMD收涨9.95%，市值首次突破1万亿美元；英特尔涨12.14%。Evercore ISI认为，Muse的表现显示Meta大规模AI投入开始转化为产品表现，并可能通过广告、订阅和交易分成拓展收入来源。　　点评：Muse的早期用户增长和市场反应，使Meta的AI投入能否进一步转化为消费端流量和商业化收入成为新的市场关注点。　　NO.2 OpenAI开发新功能应对Grok Bot和Meta Muse竞争　　9月22日，据媒体报道，OpenAI正开发针对Grok Bot的专项功能，并讨论推出专属个人AI助手，以回应Meta的Muse。OpenAI计划重组并重新包装ChatGPT和Codex现有的智能体能力，而非从零开发新系统。Grok Bot定位为可持续运行的数字工作伙伴，能够在Gmail、Notion、Figma等应用中执行任务；Meta本月推出的Muse则聚焦移动端自动化场景。报道称，OpenAI现有模型已具备跨邮件、日历等第三方应用执行长周期任务的能力，但消费者认知度仍有限。　　点评：随着AI产品从问答向任务执行延伸，OpenAI面临的关键问题是如何将已有模型和智能体能力更快转化为用户可感知的产品。　　NO.3 Jev全量开放，速度最高快193倍，主打Agent高频决策　　9月21日，美国AI初创TypeSafe宣布Jev向所有用户开放，注册用户可获5美元初始额度。Jev定位并非聊天或长文本生成，而是为AI Agent提供分类、路由、打分等高频决策能力。TypeSafe公布的测试数据显示，Jev在自动化工作流任务中速度最高比现有大语言模型快193.6倍，成本低444.6倍，输入价格为每百万Token 0.042美元，输出免费。其响应时间为70毫秒至500毫秒，部分开发者已将其用于广告分析、浏览器操作、邮件分类和安全判断等场景。需要注意的是，上述性能数据来自TypeSafe自身评测，公司也提示实际收益可能低于测试结果。　　点评：Jev并非替代通用大模型，而是试图承担Agent工作流中的大量“小判断”，通过低延迟、低成本和概率置信度降低自动化执行成本。　　NO.4 中美AI模型开发周期缩短至44天，较此前平均水平缩短约三分之二　　9月21日，据媒体统计，美国5家、中国4家AI企业更新高性能模型的平均周期已从2023年1月至2026年3月的125天，缩短至2026年4月至9月的44天，约为此前三分之一。报道称，AI正越来越多参与AI模型开发，Anthropic数据显示，截至8月，其开发工作中26%已由AI主导，超过90%的工作有AI参与；OpenAI则在8月出现AI智能体运行时间达到人类研究人员3.1倍的情况。与此同时，美国5家企业7月至9月发布的AI模型达到20个，较4月至6月翻倍。　　点评：模型迭代加速的同时，AI参与研发的程度也在提高，开发效率与安全监管之间的平衡正成为行业关注点。　　NO.5 黄仁勋：2030年AI毁灭人类概率为0%，应尽可能快推进AI　　9月21日，据媒体报道，英伟达CEO黄仁勋在接受采访时表示，他认为“2030年AI毁灭人类”的概率为0%，相关极端论调“没有事实依据，也没有科学依据”。黄仁勋同时强调，AI安全担忧本身合理，但行业应将更多资源投入测试、评估和可靠性建设，在安全允许的范围内尽可能快推进AI；监管方面，他主张优先执行网络安全、产品责任等现有法律，而非叠加新的AI专门法规。此外，他将数据中心称为“AI工厂”，认为能源、芯片、数据和模型共同构成新的数字制造基础设施，有望带动数万亿美元投资并推动美国制造业和基础设施建设。　　点评：在AI安全讨论升温之际，黄仁勋的核心观点是加快发展与强化安全并不矛盾，关键在于将安全测试和评估纳入AI规模化部署过程。（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":"productRelease","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}