王兴兴牵狗闯科创，何庭波弃尺斩摩尔

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，首款采用的麒麟芯片今秋落地。- Anthropic 估值据报道突破万亿美元，与微软、OpenAI 同周在智能体框架和默认入口上正面竞争，模型战场从拼智商转向拼真实生产力与上游卖铲子。【时间戳】00:00　开场 · 这一周 AI 从拼智商翻到拼上岸02:47　第一回 · 王兴兴牵狗闯科创，机器人未稳先排队07:26　第二回 · 长鑫挟存储登科创，沐曦摩尔抢龙头11:52　第三回 · 何庭波改尺论时间，摩尔定律让贤位16:27　第四回 · 阿莫迪叩门万亿券，奥特曼抢滩入口关19:59　最后一回 · 四件变了的事【声明】本期所涉金额、估值、营收与过会进度等数据，均来自公开报道与公司公告；韬定律相关性能为华为官方口径，尚待第三方验证。本节目不构成任何投资建议。在小宇宙查看该单集文稿

Episode metadata supplied by the publisher feed · Published May 30, 2026

Embed this episode

Attribution link and audio player

NOW PLAYING

王兴兴牵狗闯科创，何庭波弃尺斩摩尔

0:00 22:12

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

CISO Perspectives (public) N2K Networks This season on CISO Perspectives, host Kim Jones explores some of the challenges of leading through uncertainty. We explore the complexity of the changing nature of regulation and working with the federal government, the evolution of privacy and fraud, and how emerging technologies like AI and quantum computing are changing cyber. When you don’t know what questions to ask, you’re afraid to ask, or don’t know who to ask, CISO Perspectives provides the foundation for learning in this brave new world.

Frequently Asked Questions

How long is this episode of AI观测站-AI Observatory?

This episode is 22 minutes long.

When was this AI观测站-AI Observatory episode published?

This episode was published on May 30, 2026.

Can I download this AI观测站-AI Observatory episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!