1. 蚂蚁集团利用国产芯片训练AI模型，成本降低20%。2. 京东入局具身智能 已成立多支团队进...
2025-03-25 03:59:24
1. 蚂蚁集团采用国产芯片优化AI训练，成本削减20%释放行业信号
蚂蚁集团通过国产自研芯片实现AI模型训练效率提升，显著降低20%运营成本。这一技术突破或推动国内AI产业链自主化进程，投资者可关注半导体替代及垂直领域AI应用企业的协同机会。
2. 京东战略布局具身智能，组建多支尖端研发团队抢占赛道
京东证实已成立专项团队研发具身智能技术，涵盖机器人感知、决策执行等核心模块。此举显示电商巨头向智能硬件领域延伸的战略意图，可能引发资本市场对"AI+零售"融合场景的重新估值。
3. 智元机器人启动150亿元融资，服务机器人估值再创新高
智元机器人新一轮融资估值达150亿元，反映服务机器人赛道持续升温。高估值可能吸引更多资本涌入，但需警惕行业过热风险，投资者应重点关注技术商业化落地能力。
4. 阿里巴巴蔡崇信警示AI数据中心泡沫，行业或面临调整
阿里集团主席蔡崇信公开指出AI基础设施投资过热现象。这一预警可能促使投资者重新评估AI算力相关企业的长期价值，短期或引发板块波动。
5. 人工智能内容标识规范落地，AIGC监管框架逐步完善
北京举行AI生成内容标识管理办法宣讲会，标志着监管体系加速构建。合规要求提升将增加企业运营成本，但有利于行业健康发展，投资者需关注头部平台的合规先发优势。
影响分析：本组新闻反映中国AI产业呈现技术突破、资本活跃与监管完善并行的特征。短期看，国产替代（芯片）、新兴赛道（具身智能）可能成为投资热点；中长期需警惕估值泡沫风险，关注具有真实场景落地能力的企业。政策导向将显著影响资本流向，建议投资者密切跟踪行业标准制定动态。
Previous article：
媒体：美俄联合声明将于北京时间16点公布Next article：
期货热点追踪7x24 Newsflash
17:11 2025-04-01
Israel removes remaining US goods import tariffs to win'reprieve 'from Trump's reciprocal tariffsAccording to the Times of Israel, on Tuesday, Israeli Finance Minister Smotrich signed a directive to immediately remove all remaining import tariffs on American goods, in an apparent attempt to win a "reprieve" from reciprocal tariffs that the Trump administration is expected to announce on Wednesday. The order was coordinated by Israeli Prime Minister Benjamin Netanyahu and Economy Minister Barkat.
16:56 2025-04-01
The official domain name of Zapper has been hijacked, and it is reminded not to visit its domain nameAccording to Zapper's official announcement, its .fi domain was hijacked by attackers through social engineering, and the current zapper (.fi) page is at risk. Users should avoid clicking on relevant links.
16:47 2025-04-01
White House Press Secretary Levitt: Reciprocal tariffs will take effect immediately after announcementWhite House Press Secretary Levitt: Reciprocal tariffs will take effect immediately upon announcement.
16:23 2025-04-01
PIMCO: Fed is expected to cut interest rates by 50 basis points this yearPIMCO expects the Fed to cut interest rates by another 50 basis points later this year, arguing that the Fed faces a tricky environment in which the risks of rising inflation and a slowing economy have conflicting implications for the bank's goal of "price stability and full employment."
16:11 2025-04-01
The US Department of Justice seeks the death penalty for Luigi, who is suspected of murdering the CEO of United Health, triggering sharp fluctuations in the price of related Meme coinsThe Department of Justice is seeking the death penalty for Luigi Nicholas Mangione, the suspect in the murder of the chief executive of United Health (UNH. N). The price of Luigi Nicholas Mangione-related Meme coins fluctuated sharply after the news was released.
16:08 2025-04-01
Sam Altman says OpenAI is facing a computing bottleneck, and the release of new versions will be delayedOpenAI CEO Sam Altman said in a post on the X platform that the company is currently facing serious GPU computing pressure, which may lead to new release delays, occasional service interruptions or slowdowns. He called on those with 100,000 GPU resources to contact as soon as possible, and the team is working hard to solve the problem.
15:52 2025-04-01
Gold lost $3,120, down 0.13% in the day.Spot gold fell by $8 in the short term, falling to $3,120/ounce, down $28 from the daily high, down 0.13% in the day.
15:28 2025-04-01
US think tank proposes issuing "BitBonds" to support Trump's bitcoin reserve planThe Bitcoin Policy Institute, a US think tank, has proposed issuing "BitBonds" to support President Donald Trump's executive order to establish a strategic bitcoin reserve. The bond pays only 1% annual interest, but 10% of the proceeds from the issuance will be used to buy bitcoin, which will both ease the federal debt burden and expand the strategic bitcoin reserve. The think tank estimates that the plan could save up to $700 billion in interest expenses over a decade.
15:19 2025-04-01
BTC breaks through $85,000The market shows that BTC has broken through $85,000 and is now quoted at $85011.52, with a 24-hour increase of 1.71%. The market is volatile, so please do a good job in risk control.
15:19 2025-04-01
U.S. stocks opened lower and rose higher, and the three major indexes collectively ralliedU.S. stocks opened lower and rose higher, and the three major indexes collectively rallied. So far, the Nasdaq is up 0.5%, the S & P 500 is up 0.21%, and the Dow is up 0.01%.
15:01 2025-04-01
White House: Trump will speak in the Rose Garden at 4 PM on WednesdayThe White House: Trump will speak in the Rose Garden at 4 p.m. on Wednesday.
Hot News
Vitalik: "DAO" means "project", "official" means "scam"Backpack Exchange已面向英国用户开放其服务派盾：NIBI同名代币发生Rug Pull，损失约31.39万美元香港金管局推出稳定币发行人沙盒CIAN与Lido合作，在Base上推出wstETH Hyper-Staking VaultGate.io 3月储备金总额突破60亿美元，额外储备金超8亿美元Polyhedra Network已于3月12日16时完成ZK空投快照英FCA：不会反对加密资产相关ETN上市请求BTC流通市值突破1.4万亿美元，续创新高Space Nation将于3月底启动OIK代币空投
Sociality
