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RecodeX 重构消息，19:00-20:00 关键词：人工智能、科技、股市、宏观、地缘局势

RecodeX 重构消息，伯恩斯坦研报测算，采用不同AI加速器架构建设1GW数据中心，所需资本开支约为346亿至395亿美元。其中英伟达Vera Rubin架构建设成本最高，OpenAI自研ASIC架构Jalapeno相对较低。研报将英伟达Rubin NVL72单机柜成本预期从此前的910万美元下调至752万美元，降幅约17%，主要反映对HBM价格和NAN。
RecodeX 重构消息，长鑫存储披露其4F²架构DRAM产品进展，该架构产品预计将于今年年底亮相。4F²单元架构旨在缩小存储单元面积、提升芯片密度，是DRAM制程演进的方向之一。
RecodeX 重构消息，10月10日，中国证监会党委书记、主席吴清在北京召开资本市场和金融形势专家座谈会，与部分上市公司负责人、证券基金机构专家深入交流，听取对当前资本市场和金融形势的意见建议。与会者认为我国宏观经济稳中向好，资本市场运行总体稳健，多层次市场功能有效发挥。专家建议持续加强稳市机制建设，拓宽中长期资金来源和入市方式，发展壮大耐心资本；推动有条。
RecodeX 重构消息，国家发展改革委主任郑栅洁10日主持召开民营企业座谈会，围绕准确把握三季度经济形势、积极应对国际供需情况变化，与盛虹控股、东明石化、新奥集团、吉峰三农、晶泰科技等石油化工、天然气供应、农业机械、人工智能应用领域企业负责人交流，听取意见建议。郑栅洁表示，四季度是全年收官之季，也是巩固经济回升向好的关键窗口期。国家发展改革委将加大逆周期。
RecodeX 重构消息，今年诺贝尔和平奖授予了纳维·皮莱（Navi Pillay），她曾是特朗普制裁并称为“流氓”和“邪恶”的法院的前法官。据美联社报道，皮莱在获奖后表示，世界各国领导人负有“保护人权、避免战争的法律义务”。特朗普对此次落选公开表达愤怒。
RecodeX 重构消息，市场监测机构Circana数据显示，8月美国游戏硬件总销量同比下滑15%，仅55.9万台，为2013年以来同期最低水平。当月硬件支出同比小幅下降3%至3.02亿美元。截至8月的2026年累计硬件支出为25亿美元，同比下降11%。
RecodeX 重构消息，国家发展改革委就《汽车零部件再制造规范管理办法（公开征求意见稿）》向社会公开征求意见。征求意见稿提出，鼓励汽车整车生产企业支持再制造产品进入自身售后体系销售，同时禁止再制造产品进入汽车整车生产环节。文件还鼓励汽车维修企业采用通过再制造质量管理体系认证企业生产的再制造产品，并鼓励提供再制造专用技术、设备等现代再制造服务型企业的发展。
RecodeX 重构消息，据统计，下周将有37只个股迎来限售股解禁，按最新收盘价计算，合计解禁市值超过400亿元。其中，陕西能源下周将有24亿股上市流通，主要为首发原股东限售股份，解禁市值达238.56亿元，规模居首。首药控股-U解禁规模次之，下周将有0.85亿股上市流通，同样主要为首发原股东限售股份，解禁市值达30.08亿元。大普微-UW、金科股份、杰理科。

19:Td46,RecodeX 重构消息，19:00-20:00 关键词：人工智能、科技、股市、宏观、地缘局势RecodeX 重构消息，伯恩斯坦研报测算，采用不同AI加速器架构建设1GW数据中心，所需资本开支约为346亿至395亿美元。其中英伟达Vera Rubin架构建设成本最高，OpenAI自研ASIC架构Jalapeno相对较低。研报将英伟达Rubin NVL72单机柜成本预期从此前的910万美元下调至752万美元，降幅约17%，主要反映对HBM价格和NAN。RecodeX 重构消息，长鑫存储披露其4F²架构DRAM产品进展，该架构产品预计将于今年年底亮相。4F²单元架构旨在缩小存储单元面积、提升芯片密度，是DRAM制程演进的方向之一。RecodeX 重构消息，10月10日，中国证监会党委书记、主席吴清在北京召开资本市场和金融形势专家座谈会，与部分上市公司负责人、证券基金机构专家深入交流，听取对当前资本市场和金融形势的意见建议。与会者认为我国宏观经济稳中向好，资本市场运行总体稳健，多层次市场功能有效发挥。专家建议持续加强稳市机制建设，拓宽中长期资金来源和入市方式，发展壮大耐心资本；推动有条。RecodeX 重构消息，国家发展改革委主任郑栅洁10日主持召开民营企业座谈会，围绕准确把握三季度经济形势、积极应对国际供需情况变化，与盛虹控股、东明石化、新奥集团、吉峰三农、晶泰科技等石油化工、天然气供应、农业机械、人工智能应用领域企业负责人交流，听取意见建议。郑栅洁表示，四季度是全年收官之季，也是巩固经济回升向好的关键窗口期。国家发展改革委将加大逆周期。RecodeX 重构消息，今年诺贝尔和平奖授予了纳维·皮莱（Navi Pillay），她曾是特朗普制裁并称为“流氓”和“邪恶”的法院的前法官。据美联社报道，皮莱在获奖后表示，世界各国领导人负有“保护人权、避免战争的法律义务”。特朗普对此次落选公开表达愤怒。RecodeX 重构消息，市场监测机构Circana数据显示，8月美国游戏硬件总销量同比下滑15%，仅55.9万台，为2013年以来同期最低水平。当月硬件支出同比小幅下降3%至3.02亿美元。截至8月的2026年累计硬件支出为25亿美元，同比下降11%。RecodeX 重构消息，国家发展改革委就《汽车零部件再制造规范管理办法（公开征求意见稿）》向社会公开征求意见。征求意见稿提出，鼓励汽车整车生产企业支持再制造产品进入自身售后体系销售，同时禁止再制造产品进入汽车整车生产环节。文件还鼓励汽车维修企业采用通过再制造质量管理体系认证企业生产的再制造产品，并鼓励提供再制造专用技术、设备等现代再制造服务型企业的发展。RecodeX 重构消息，据统计，下周将有37只个股迎来限售股解禁，按最新收盘价计算，合计解禁市值超过400亿元。其中，陕西能源下周将有24亿股上市流通，主要为首发原股东限售股份，解禁市值达238.56亿元，规模居首。首药控股-U解禁规模次之，下周将有0.85亿股上市流通，同样主要为首发原股东限售股份，解禁市值达30.08亿元。大普微-UW、金科股份、杰理科。b:["$","main",null,{"id":"main-content","className":"site-content flash-detail-page","style":{"--flash-detail-accent":"#dc2626"},"children":[["$","nav",null,{"className":"breadcrumbs","aria-label":"当前位置","children":[["$","$L6",null,{"href":"/","children":"首页","target":"_blank","rel":"noopener noreferrer","prefetch":false}],["$","span",null,{"children":"/"}],["$","$L6",null,{"href":"/news","children":"7×24 快讯","target":"_blank","rel":"noopener noreferrer","prefetch":false}],[["$","span",null,{"children":"/"}],["$","$L6",null,{"href":"/news/crypto","children":"加密货币","target":"_blank","rel":"noopener noreferrer","prefetch":false}]],["$","span",null,{"children":"/"}],["$","span",null,{"aria-current":"page","children":"正文"}]]}],["$","article",null,{"className":"reading-main","children":[["$","header",null,{"className":"article-heading","children":[["$","div",null,{"className":"flash-detail-meta","children":[["$","span",null,{"className":"flash-detail-category","children":"加密货币"}],["$","time",null,{"dateTime":"2026-10-10T12:00:03+00:00","children":"2026/10/10 20:00"}],null]}],["$","h1",null,{"children":"JustLend DAO启动USDD 2.0第23期供应挖矿，年化约4%"}],["$","$L14",null,{"track":"$undefined"}]]}],false,["$","div",null,{"id":"article-reading-body","className":"article-body","dangerouslySetInnerHTML":{"__html":"

RecodeX 重构消息，JustLend DAO已上线USDD 2.0供应挖矿第23期，活动时间为2026年10月10日20:00至11月7日（新加坡时间），年化收益率约4%，并会动态调整。奖励以USDD形式按周发放，用户通过供应USDD参与。

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\n","toc":[],"adjacent":{"previous":{"id":770986,"postType":"flash_news","title":"整点播报 | 19:00-20:00","permalink":"https://recodex.ai/news/hourly-digest/770986.html","canonicalPath":"/news/hourly-digest/770986.html","publishedAt":"2026-10-10T12:00:00+00:00","modifiedAt":"2026-10-10T12:05:21+00:00","excerpt":"RecodeX 重构消息，19:00-20:00 关键词：人工智能、科技、股市、宏观、地缘局势RecodeX 重构消息，伯恩斯坦研报测算，采用不同AI加速器架构建设1GW数据中心，所需资本开支约为346亿至395亿美元。其中英伟达Vera Rubin架构建设成本最高，OpenAI自研ASIC架构Jalapeno相对较低…","categories":[{"id":968,"name":"整点播报","slug":"hourly-digest","count":4173}],"bodyHtml":"$18","contentText":"$19","images":[],"tracks":[{"id":13183,"slug":"recodex-hourly-digest","name":"RecodeX快讯播报","url":"https://recodex.ai/track/recodex-hourly-digest/","description":"","icon":"🎯","color":"#207be6","feedUrl":"https://recodex.ai/track/recodex-hourly-digest/feed"}],"sponsored":false,"sourceName":"RecodeX AI","sourceUrl":"","importanceScore":0,"isImportant":false,"importance":null,"sentiment":"neutral","moreReports":[]},"next":{"id":770987,"postType":"flash_news","title":"法院驳回投资者就飞利浦2021年召回事件展开调查的请求","permalink":"https://recodex.ai/news/stocks/770987.html","canonicalPath":"/news/stocks/770987.html","publishedAt":"2026-10-10T12:00:05+00:00","modifiedAt":"2026-10-10T12:06:21+00:00","excerpt":"RecodeX 重构消息，法院驳回了投资者提出的、要求就飞利浦2021年召回事件展开调查的请求。该请求涉及飞利浦2021年的产品召回，投资者此前寻求通过司法途径推动相关调查，法院未予支持。","categories":[{"id":658,"name":"股市","slug":"stocks","count":173785}],"bodyHtml":"

RecodeX 重构消息，法院驳回了投资者提出的、要求就飞利浦2021年召回事件展开调查的请求。该请求涉及飞利浦2021年的产品召回，投资者此前寻求通过司法途径推动相关调查，法院未予支持。

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RecodeX 重构消息，演员约瑟夫·戈登-莱维特在《纽约时报》的一则视频采访中，对人工智能的影响表达担忧。他目前担任联合国“以人为本数字治理”全球倡导者。

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RecodeX 重构消息，多名被OpenAI解雇的研究员公开要求公司保留对AI推理过程的可见性，即继续允许外界或内部人员查看模型得出答案的中间推理步骤。这些研究员此前已离开OpenAI，此次联名提出该诉求，涉及AI推理透明度与安全监督问题。

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