EPISODE · May 30, 2026 · 22 MIN
王兴兴牵狗闯科创，何庭波弃尺斩摩尔
from AI观测站-AI Observatory
AI观测站 · 周长文 vol.6本周主线：这一周，AI 从拼谁更聪明，翻到拼谁先上岸、谁守住上游——大洋这头，宇树冲科创板、长鑫挟 295 亿过会、华为甩出韬定律改写底层规则；大洋那头，Anthropic 估值破万亿，模型公司集体改行卖铲子。中美在同一周做同一件事：把 AI 从故事结算成资产。【本周四件大事】- 宇树科技 6 月 1 日上会，冲 A 股具身智能第一股，募资 42 亿；2025 年营收 17 亿、人形机器人收入首次超过四足机器狗，但今年一季度增收不增利、扣非净利同比腰斩。- 国产存储龙头长鑫科技 5 月 27 日过会，募资 295 亿，为年内 A 股最大 IPO；一季度营收 508 亿、归母净利同比增超 16 倍，背后是这一年的存储超级周期。- 华为何庭波在 ISCAS 2026 发表韬（τ）定律，主张以"时间缩微"替代"几何缩微"，用逻辑折叠改写摩尔定律，首款采...去小宇宙查看完整单集简介在小宇宙查看该单集文稿
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王兴兴牵狗闯科创，何庭波弃尺斩摩尔
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How long is this episode of AI观测站-AI Observatory?
This episode is 22 minutes long.
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This episode was published on May 30, 2026.
What is this episode about?
AI观测站 · 周长文 vol.6本周主线：这一周，AI 从拼谁更聪明，翻到拼谁先上岸、谁守住上游——大洋这头，宇树冲科创板、长鑫挟 295 亿过会、华为甩出韬定律改写底层规则；大洋那头，Anthropic 估值破万亿，模型公司集体改行卖铲子。中美在同一周做同一件事：把 AI 从故事结算成资产。【本周四件大事】- 宇树科技 6 月 1 日上会，冲 A 股具身智能第一股，募资 42 亿；2025 年营收 17 亿、人形机器人收入首次超过四足机器狗，但今年一季度增收不增利、扣非净利同比腰斩。-...
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