EP110 | 小扎罕见给智能体泼冷水，华尔街连夜换赛道

小扎内部会承认AI智能体进展不及预期；AI芯片股两天蒸发约12%，资金从买算力转向找下一个落地赢家；微软砸25亿成立Frontier落地公司、亚马逊跟进；Anthropic双线自研造药造芯片；OpenAI拟向政府让渡5%股权换监管缓冲。特斯拉Q2交付48万辆超预期股价反跌7%利好出尽。黄金站上4187美元，BTC反弹6.25万。

Episode metadata supplied by the publisher feed · Published Jul 4, 2026

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EP110 | 小扎罕见给智能体泼冷水，华尔街连夜换赛道

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