<?xml version="1.0" encoding="utf-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" version="2.0"><channel><title>三维打印网</title><link>https://3weidayin.com/</link><description>科技改变生活</description><item><title>SpaceX越来越像一家AI算力公司</title><link>https://3weidayin.com/news/5917.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;d8gpbguDKoyS8VeCb1wvJve4AmuL6d&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;AI，已经成为SpaceX的新增长引擎。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HH0jpAU7FNODrUcIGXOi4IJ61aearH&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;北京时间10月21日凌晨，SpaceX公布2026年第三季度财报。公司当季实现营收145.8亿美元，同比增长161%；净利润44亿美元，去年同期则亏损11亿美元。这是SpaceX今年上市以来首次实现季度盈利。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;cisKmTGwNbFKgW0Z8qL7tS60jyMzHT&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;超出市场预期的增长，主要来自AI业务。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;oSUZh28vXW7o7zT7EhbEKSREqo6W0H&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;财报显示，SpaceX超级智能业务（虎嗅注：Super Intelligence，简称SI，也就是我们理解的AI）第三季度收入达到76亿美元，同比增长830%，占公司总营收的52%，首次超过以Starlink为核心的通信业务，成为公司第一大收入来源。作为对比，通信业务贡献52.48亿美元，增长69%；航天业务17.67亿美元，增长6%。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;CGDaupTleQDz7B9hSckqGan34fT0rf&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;与此同时，AI业务高速扩张所需的算力、能源和数据中心投资，也在同时推高公司的资本开支。第三季度，SpaceX资本开支达到195.93亿美元，较去年同期的68.8亿美元增长约185%；今年前九个月累计投入480.69亿美元，约为去年同期的3.5倍。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;jceuaXiyw3BhA8Sb8hm6A3H3uu7fd2&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;马斯克预计，2027年底SpaceX的年化经常性收入最高可达1万亿美元。SpaceX的年化经常性收入最高可达1万亿美元。而管理层给出的2026年底目标还是1000亿美元。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ayJFvoFIpOKZDGfxz5M5N7zKidopAJ&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一年翻十倍。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;cfaXhB9vDmQ27Bcte9pK20AxFnzDVA&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;尽管有对巨额支出的担忧，但扭亏为盈的事实、高增长的预期，还是让市场给出了积极反馈。截至美东时间10月20日盘后交易结束前，SpaceX股价收盘上涨8.06%，对应市值2.17万亿美元，已超过马斯克旗下特斯拉、Neuralink和The Boring Company三家公司的估值总和。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;svv0hr4iKTz9eMSq0JPzz4BF0EPHfh&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;我们还总结了随后的财报电话会上的四大看点：&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Bo0jMmdZuDhndlx09YMqldOXddFzq5&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;马斯克预计，2027年底SpaceX的年化经常性收入可达到5000亿至1万亿美元。这一步判断主要建立在，AI算力基础设施扩张、Grok Bot等智能体产品增长的预期之上。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Sxre4RbeLVZ7gNfSEMQ9oA0GQ3RLKn&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX与特斯拉正讨论潜在合并，两家公司已成立特别委员会。马斯克认为，超级智能软件、芯片设计、Terafab、机器人及卫星通信等业务存在协同空间。如果两家公司最终合并，有可能形成一家估值超过3万亿美元的AI科技集团。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;QNaVs32uyvlxpQWAt7Sn5SGtyXMdEB&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;马斯克每周投入约四天，亲自推动超级计算集群建设。SpaceX计划在2026年底将名义算力容量提升至2.5至3吉瓦，并在2027年继续大幅扩容。马斯克认为，制约AI部署的关键瓶颈正在从芯片本身转向供电、冷却和基础设施。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;mBfCKIsUqXqfK0DhhTP8tI8TeGN6js&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;路易斯安那州新发射基地，目标2028年首飞、2029年规模化运营。同时，SpaceX还计划用发射塔机械臂捕获助推器和飞船，向完全、快速重复使用推进。马斯克给出的发射后续目标是，明年上半年实现每周发射，下半年提高到每周两次。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;81XKxhhmEmOrbalj9A1jused5O4ge7&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX的新增长引擎，AI以前看SpaceX，主要看火箭发射和星链。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;7LXTuuHmIzwG5qJsrJ6rG5swRwIzRY&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但这一季度，AI业务的体量已经超过这两块之和，并且成为了SpaceX增长最快的业务，首次贡献公司超过一半的季度营收。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;YODq7RD3syIg8JCsMF8wdyinQYrtfa&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;根据公司第三季度财报，超级智能业务收入达到76亿美元，同比增长830%，环比增长195%。相比之下，包括Starlink（星链）在内的通信业务收入约52.5亿美元，同比增长69%；传统航天业务收入约17.7亿美元，同比增长约6%。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;qlF5wTStthElRBvE5PWeV1BhWwCDI4&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;而其中推动增长的核心，是算力租赁业务。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;5iD3n0yoK7IBeZllnvpRaEmsBkCKPh&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;据路透社报道，SpaceX正在向Anthropic、Google和Reflection AI等企业提供数据中心算力。随着新的云服务协议开始贡献收入，算力基础设施正成为其收入增长的重要来源。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HPPTPfGqA1IIpKd868yvZcXS15egon&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;截至9月底，SpaceX已经拥有1.7吉瓦名义算力容量，高于6月底的1.4吉瓦和去年同期的0.6吉瓦。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;kY7ufQW5277zUdJPz5ftEn12nu1lTT&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在财报电话会上，马斯克表示，目前AI基础设施建设最突出的限制，已经不只是芯片供应，还有供电、冷却系统和其他相关基础设施能否及时投入使用。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;kkZo5oXELjSShXziXlaElUkb4AuY05&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;他透露，自己经常每周四天、日夜投入，去推动Terafab超级计算集群相关工作。公司计划到2026年底部署2.5至3吉瓦名义算力，并争取在2027年底进一步扩大规模。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635233_4226.png&quot; alt=&quot;SpaceX越来越像一家AI算力公司&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX越来越像一家AI算力公司&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2n99Nmy5cwiGYYlc9NgUeIx1qa6cxO&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;与此同时，SpaceX还在向AI应用层扩张。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ICYQGKLSQUFhyiNyjA9fEa0w7cLFox&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;今年8月，公司完成了对AI编程工具Cursor的收购，交易公布时的隐含股权估值为600亿美元。财报显示，Cursor在第三季度贡献了6.08亿美元营收。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HvIbkc7Ggky1zuXEs82puzNYhRLWbU&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;星链，以及星舰不过，收入规模超过Starlink（星链），并不意味着AI已经成为SpaceX最赚钱的业务，卫星互联网仍是支撑公司经营的重要现金来源。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;OeJHrZOHq0mo79nhPI4Txd5Qp030dx&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;从利润来看，通信业务实现约24亿美元营业利润，作为对比，超级智能业务的营业利润为4.31亿美元。（虎嗅注：后者受到Cursor收购相关12亿美元股权激励费用影响。如果剔除这项费用，超级智能业务当季营业利润约为16亿美元。）&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2DrMJkLzUImuLBFzlJwDop91orXvBc&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;同时，作为SpaceX的核心业务，Starlink仍然维持着较快增长。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;4XGi6s3o9o6nlEJby4RgbSWZDXtdS5&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX披露，截至第三季度末，Starlink全球宽带消费者订阅用户达到约1360万，当季新增约160万用户，业务已经覆盖174个市场。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635234_9826.png&quot; alt=&quot;SpaceX越来越像一家AI算力公司&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX越来越像一家AI算力公司&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;lIUFApHAGhZ0yOjWwmyee2Kl2wa2wz&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;增长还来自企业和政府客户。这部分收入同比增长91%，快于消费业务的57%。航空、海事和政府服务，正在为星链增加收入来源。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;WmRhPyhnQU81TVTLnZDtzL38ZNTQa7&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在传统航天业务星舰这边，其战略意义已经不止于卫星发射，也将成为公司提高卫星网络容量的关键。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;PSDnSlU1c1VlIKom0qi4BOMvBpD81d&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX第三季度完成35次发射任务，包括两次星舰飞行。SpaceX披露，星舰已经执行首次产生收入的任务，将26颗Starlink V3卫星送入轨道。这批卫星增加的下行容量，约相当于一次猎鹰9号星链发射的10倍。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;tCfUfEKkngrZC7KyVLmEbz5Rlw3wiS&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;分析师TD Cowen认为，星舰对于SpaceX整体战略具有关键意义。星舰能否实现完全重复使用，将直接影响公司未来的发射成本、发射频率，以及更大规模的卫星和潜在太空数据中心部署。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;rpAd6cgLeQ8SNLAhrsZillYf4sBmhX&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;按照马斯克最新披露的时间表，SpaceX内部希望在2028年实现路易斯安那州新基地首次发射，并在2029年实现规模化运营。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;AQli81JvwLPgzR0UZZ0qhGxgy7Uw9I&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;算力扩张带来更大的融资压力高速增长的另一面，是SpaceX正在快速膨胀的资本开支。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;hy1fXqRiTAgXjxGwmjQwamkfmkffQE&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;第三季度，公司资本开支达到195.9亿美元，其中约164亿美元用于AI基础设施建设，占比超过八成。这一支出已经超过了SpaceX当季全部营收。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Xlqz2bBI9lce0g1HuRNAzAlyUTXYrC&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;而按照公司财报电话会披露的最新指引，2026年第四季度资本开支预计将进一步增加至350亿至400亿美元。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;iATMz7XL1XVLJnnmNwb6jX8dmvz0Rp&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;也就是说，即便SpaceX刚刚实现上市以来首次季度盈利，未来仍需要为算力扩张持续投入巨额资金。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;U8T5AStNaOYQpZxG260UNg0Iq6o8cY&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;根据标普全球市场财智（S&amp;P Global Market Intelligence）发布的研究报告，分析师Melissa Otto指出，AI基础设施资本开支持续快速增长，已经引发市场对投资增速可能超过收入增长的担忧。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;udm3xugtcUmHbvhgcmytYGernBHHG7&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;报告引用的市场一致预期显示，SpaceX总债务可能从2025年的507亿美元，上升至2029年的3500亿美元。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2OJ1T6mExXINopmGX9mi3FFNElDwga&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;摩根士丹利分析师Adam Jonas也提出了类似的风险。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ktHZSkvRiUiv3723uP84IYRirOr8Jk&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;Jonas认为，SpaceX未来对外部融资的需求是其投资风险之一。他预计，2027年至2029年间，公司可能需要新增约2300亿美元债务融资。尽管他对SpaceX长期前景持乐观态度，但巨额融资需求仍是不可忽视的变量。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;kpD0GAZv4yyjJA7IMGlto5NoY7UurB&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;对于资金来源，SpaceX首席财务官Bret Johnsen在电话会上回应称，公司可以依靠经营现金流、债务市场融资，以及与供应商、客户的合作安排来支持未来扩张。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2Eih17N4bKVMkd142PZVKklVv4f8eh&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;管理层还表示，部分AI算力投资的回收周期可能短于一年。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;JtnqnTuRemoXmORTLbNugW9PgimP58&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在马斯克的规划中，SpaceX未来将同时拥有AI算力、芯片、智能体、卫星互联网和航天运输等多个业务增长点。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;zefYmGiTg5O7OQZ99BwQJ0QgIuPVdS&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但对投资者而言，接下来真正需要验证的，不只是AI收入还能增长多快，还有SpaceX能否以足够低的融资成本持续扩张，并将不断增长的算力需求转化为长期、稳定的盈利。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635234_4075.jpg&quot; alt=&quot;SpaceX越来越像一家AI算力公司&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;SpaceX越来越像一家AI算力公司&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 10:04:38 +0800</pubDate></item><item><title>去重庆看了一圈工厂实操后 我对工业机器人彻底改观了</title><link>https://3weidayin.com/news/5916.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ozGggTROHcbL7wDK0RHOAFevEpfEEV&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这两年世界的发展太快了，以至于不少人都在网上吐槽，本以为 AI 和机器人是帮人类洗碗、拖地、扫厕所的，好让我们去写诗、画画、仰望星空。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;结果现在倒好，AI 忙着写诗画画，我还得自己洗碗拖地。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635100_9463.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;nfzRpwtj63VMZDlMX6Uw7KJoBKBVPZ&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;扎心归扎心，但这也引出了一个严肃的问题：既然机器人和 AI 都已经这么猛了，为什么那些真正又脏又累、甚至危及生命的高危工业工作，我们依然很难全盘交给它们？&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;还真别说，这事可能比你想象中麻烦得多。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;在机器人领域，有一个非常著名的论断叫 &quot; 莫拉维克悖论 &quot;。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;简单来说就是：人类觉得极其困难的事情，比如下围棋、算微积分，对机器来说小菜一碟；但人类觉得闭着眼睛都能搞定的事情，比如在泥地上稳稳走两步、从杂物堆里挑出个螺丝钉，对机器人来说反而难如登天。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635101_7483.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2reMmfknv6rlIufrNrJOWopnuLKLo1&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一旦进了真实的工业现场，这个难度还会成倍暴增。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;vNmc4Hi3em4V1kY0GCUoYcmxt6DMK6&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;就拿大家听起来好像挺规整的 LNG（液化天然气）工厂来说，巡检员的日常看似简单，不就是按既定路线溜达一圈，抬头看指针读数，竖起耳朵听压缩机有没有异响，再用仪器测测测吗？&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;1brnXwrqkyyokysqcIY7HL9BxumF5H&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;乍一听，我上我也行，但对机器人来说，这简直是个地狱级副本。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;12gJyFw5kKZ0uAZ5NMMWydcWzDByoS&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;首先，全世界没有两座一模一样的工厂，哪怕都是 LNG 厂，这家的储罐在东边，那家的设备在西边；这家平地宽阔，那家到处是管道、台阶，就连同一种仪表，换个版本外观都有变化。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635102_7166.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;gKdlTRFzIZqrW3zNBQzvqHSUmOVXQV&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这些变化对人来说，换个厂熟悉半天就能上岗，但对传统巡检机器人来说，每进一个新项目，跟重投一次胎没啥区别。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;J8ZQmJKMusV3YJ3MrDx2sSJWmcPOpm&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;因为上一家厂攒下的数据经验，到下一家厂基本作废。每开一个新项目，工程师都得扛着设备去现场重新扫图、标路线，手把手教机器人在哪停脚、看哪块表，遇到环境变化还得现场改算法。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;iKgVjKVAG8BxUxyiBaAPSn2IaIOpI0&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;顺利的话，折腾个把礼拜也就搞定了，万一碰上复杂地形或者突发 bug ，工程师驻场死磕小半年都是常事。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ytIBIxW9dkVPy3qSpUlosgXaMjGLM5&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;最要命的是，上一个厂攒下的现场数据没法直接拿到下一个厂用，每进一个新厂都得从零开始 &quot; 重新理解现场 &quot;。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ditSH2JDmdZ3SUKW0HYOvqujCQtSt2&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;结果就是明明是科技含量十足的高科技项目，却做出装修施工队的味道，有的时候，卖十台机器就得派十拨人去现场当牛马，根本没法规模化走量。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635103_4997.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;DAPQIlGcJZC1sLusfrJPC7S9IQQXJK&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;更要命的是，高危工业现场根本不给你试错的机会。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ZrAeAMJkmwNfhsF3RbnnUwxDX0q2b4&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;比如常见的氯碱厂，到处都是极易燃爆的氢气、剧毒的氯气和强腐蚀性的烧碱。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;fNsNoe4W8DXDUTZye5WJ4pkeIs9R0U&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在这种地方，别说放个自带电池满场飞奔的机器人，就是普通的电子设备，整出点电火花，都有可能成为 &quot; 爆点 &quot;。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;7ZxFBkpapAqaizSsa8h9mIAAaoU4rA&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;所以特种工业机器人要规模化普及，需要解决一个致命痛点：&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;CFrQRaaVjlEqNlgutJdUg5xWhCJ5ij&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;不仅要能在一家工厂干活，还得能在一百家不同的工厂快速上岗。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;u7Pic93ymzx5PnIEYqlu8crYo3UlUg&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;难道就没有办法让机器人提前熟悉工厂，少去现实世界里折腾吗？&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HZD64HNhMrHHzPJjUbmfai1gUGINJw&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;前不久，差评君跑了趟重庆，跟胜通能源以及七腾机器人的工程师们聊了聊，发现他们还真琢磨出了一套方案：元域智巡。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635104_1997.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Q2wRX3K50a9wuoxLAyijjvUE1ZUpHq&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;简单来说，就是把以前必须在现场苦哈哈手搓的活儿，全搬进虚拟世界里提前干完。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;YkKnwahjZ7N2xHR3maraDLiRqJjA1K&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;听起来挺符合直觉，但细拆下来，每个环节都有很硬核。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;vjFDRfNMJaOEcoihHLhSetsHQvaivm&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;元域智巡的第一步是在电脑里构建数字工厂。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;MQmRPC3gt0HRx2IktbpsTaK5V36Ogc&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;搁以前，大伙搞工业数字孪生，很多都是外包给建模团队，拿 3D 软件手动画图贴图，做出来的场景看着像模像样，但压根没法用。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;6No02MmSVsynBbD1UmJBUQbOQUSb0J&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;而元域智巡采用的是基于 3D 高斯（3D Gaussian Splatting）等数字化重建技术。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;vqGFYPb3dMN9nDVolajw8cwF0T7zbl&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;它可以利用多视角影像数据，转化成高精度的三维实景。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635105_5682.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;XTeufFRKBupa0WJEe9Kunm0VUso6mX&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这么一来，机器人还没踏进工厂大门，系统就已经先通过大模型自动把三维实景里的仪表、阀门、传感器认了个遍，生成好了候选巡检点。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;BEk0GI93ifeS0JI530SzbfRBd70Ncr&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;甚至细致到机器人该走哪条路、停在哪个坐标、摄像头云台要转多少度、先看哪块表后看哪根管子，全在电脑里通过提前固化出了最佳视角。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;DpJicsg8dkET1LI1IGIbMxGSIH8P83&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;第二步，是把危险的试错放到虚拟世界里，先炸上个成千上万次。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;yMCR0v4LS5C1n3nykQsiovbjuggWLP&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;基于前面搞定的三维实景，元域智巡配套推出了 Sim Studio 仿真推演模块。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635106_5701.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;gsQN7Urlch1Bbdy0BnNaKekowHP3rk&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在现实中，你绝不可能真让化工厂放火、漏气来测机器人。但在仿真环境里，系统可以随意拉满地狱工况，你说要起雾，那就起雾；你说要起火，那就起火。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;h0PNxkxhQZoBOntSn3cXbMPLjsYVn9&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;几千种极端险情在虚拟世界里推演几百万次，机器人在虚拟世界跑上几天，相当于在现实里毒打了几个月，开箱下场就是个巡检老手。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;FA44ItA24ctXVryjQeZJ1otnCPdp2F&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这还没完，以前很多工业仿真系统最让人诟病的地方，就是服务止于交付，真机进场后，仿真系统就被扔在一边了。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;c6LzUlGxSOP59viM1eHQGeVLrmxMA4&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;而元域智巡还有一个更重要的技术底牌，叫 Real2Sim2Real 闭环。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;VpdWwnL4AwXbIjZSt7yU5svAVfv028&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;它负责把真实机器人和虚拟环境连接起来，让数据形成一个持续循环。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;CfkwoOKKpaYa94Tiqegy1QIf3hCs1H&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;要知道，虚拟训练放到真实工厂里，最大的拦路虎叫 &quot; 虚实一致性 &quot;，就是说电脑里算得好好的，到了现场可能因为一束强光、一块玻璃反光或者管线遮挡，机器人直接就懵了。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ehdPsqBv9OAABJBxn4538EHuqKGTbY&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;举个例子，真机到现场看某块压力表，结果表盘反光看不清，它就会当场微调站位和歪头角度，直到看清为止，并顺手把这个 &quot; 最佳姿势 &quot; 同步回系统库，下次再来直接抄作业。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;0BrAw87hUzbAkpH6z7bJgpIVnC0Ai2&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;有的时候，机器人离各种监测区域比较远，容易出现各种意外情况。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635106_7925.gif&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;0Vo9sF5sfH7Ng9KlZBaHfJS8ICYBQi&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;要是遇到某块地面反光太强导致视觉定位打滑，数据传回去后，数字工厂也会立刻给这块地打上材质补丁、修改虚拟路网，以后机器人路过自动绕道走。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Fs15DCaml2XSD385vyGq2cJGSKqXm1&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;也就做到了用得越久，系统就越懂这间工厂。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;MAMbAJpAKj7461Kmd5UfrQI1BawghT&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;更让人舒服的是，搁以前，类似元域智巡这种工业级软件，动不动就是满屏复杂的专业参数，完全劝退一线工人。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;xalXgjrxGuwoUvvRAdZpOPaL918iPw&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;元域智巡在操控层用了 &quot; 双脑 Agent + VLA（视觉 - 语言 - 动作）多模态大模型 &quot;。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;rZ2ElxSWCZQwLpTZBGD0zg1he2WGvl&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;UI 界面被精简到了极点。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635125_9820.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;CDO5Q2d0FPld75ppkXGG0DaXLmbsPl&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;工作人员只需要像发微信一样：去 3 号罐区把阀门和仪表检查一遍。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;0ECzv21xyHhA7jThKDq1gNfIlWhYHm&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;平台大脑负责拆解业务目标，本体大脑负责看路执行，真正把工业软件做到了 &quot; 像使唤人一样使唤机器人 &quot;。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635125_2869.gif&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;GD9ooCFoMVWVK0VZMAQOAARU0F48Es&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这么看下来，3D 重建、仿真、数据回流、大模型，单拎出来都不是今天才有的新词儿，元域智巡干的事，是把它们真正拧成了一条能自我进化的闭环。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;gn0Z8nqua1AYWWFx1spgYWHrXlr30w&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;不过，比起这套系统本身，更有意思的是它背后的推手，胜通能源。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HIxz93UEjfmKxBRxGEFoQESaOt5HBz&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;胜通能源可不是什么老底子机器人公司，它是一家主要经营 LNG 采购、运输和销售的上市公司，怎么突然研究起机器人具身智能平台了？&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;UsSCOuhUm3pzn9ajJpzzYeb7Iu8t7U&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这就得说到七腾机器人了，今年 6 月，七腾机器人通过股份转让和要约收购等方式，正式成为胜通能源的控股股东。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635141_1980.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;JfrhhBiT7pqhrftewFBUbLfGe2lb6h&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在机器人圈子里，七腾一直是个非常独特的存在。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;他们没去跟风挤消费级 &quot; 玩具 &quot;，而是一头扎进了石油化工这个高危细分赛道，摸爬滚打了整整十几年。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;中石油、中石化、巴斯夫等巨头企业的厂区里，早就跑着几千台七腾的机器人。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635142_5332.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;7BalKSWYYxRdeMgJQFbbd5tArWqi8k&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;有了这些一线 &quot; 工人 &quot;，七腾机器人为元域智巡的诞生提供了大量实战经验和数据。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;就拿陕西榆林沙漠 LNG 项目来说，周边是戈壁荒漠，温差极大且沙尘漫天。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;单靠一台机器人，高空管线够不着，平地续航又吃力，七腾一通研究，最终靠 &quot; 防爆轮式跑长途 + 防爆挂轨抓高空 &quot; 的立体编队，才彻底消灭盲区。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;在另一个石化项目里，凌晨 4 点，七腾的巡检机器人在一个极其隐蔽的管道转弯底部，通过微小的液滴反光和算法识别，精准捕捉到了微量滴漏并及时报警，直接把一起可能引发重大恶性事故的隐患扼杀在摇篮里。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;正是因为七腾在极端现场踩过无数的坑、攒下了海量的真实工况数据，胜通能源才精准摸透了工业具身智能的死穴在哪儿。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792635142_9230.jpg&quot; alt=&quot;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;去重庆看了一圈工厂实操后 我对工业机器人彻底改观了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;LhOe0QOQHQS6pLDmYebMy3cNfRNqH7&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;当然，工程师也跟差评君实话实说，元域智巡并不是那种点一下鼠标就能免去所有现场工作的 &quot; 仙丹 &quot;。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;5ka5LjXFlxmKWJKJ5fTtgT4UrN06dK&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;像底层的仿真平台、认表听声的经验包、还有双脑操控框架，如今能够实现跨厂直接打包；但每座新工厂的首次实景扫描、特殊工艺流程乃至防爆合规校准，依然得老老实实重新适配。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;eHZF4Pk8K3mOfR3VZqc1toENnEtzrY&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;元域智巡真正改变的，是把过去 &quot; 堆工程师驻场肉身试错 &quot; 的苦力活，变成 &quot; 进场扫一圈 + 电脑跑通策略 + 真机下场微调 &quot; 的流水线作业。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;lUqWN0SyWMaCWVfSnrfubDtynisD5z&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;至于这套流水线在大规模铺开后，到底能把原本长达数月的交付周期砍掉几成，还得靠接下来一个个真实项目的交付数据说话。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;lD50hgl9pAXsiFP67uJMT5OfgnUPDk&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;回过头看，这几年机器人技术确实进步飞快，从走路跌跌撞撞，到奔跑、跳舞、后空翻，科幻正在变成现实。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;qEZecI7PMDlxiAgQ5rPA16Z5t4vAxZ&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但对真正想把机器人用起来的工厂来说，舞台上的能力可能只是第一道门槛。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;8n3a60Fthp0WBmJwQeJdRtVi59buAp&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;真正的具身智能落地，在于让冷冰冰的机器快速看懂陌生的物理世界。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;qbatqyPxjm0VmKB99fyQH5TnYVVFrF&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;毕竟，机器人学会走路是一回事；&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;1rFp6lfyiebV0lTpIiKB9GE8yxK01y&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;学会在不同的地方安全上班，又是另一回事。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;TAeqyahg4i1gV8vbrJfFy6yTH749P7&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;我们还是希望在不久的将来，让机器离危险更近，让人离危险更远。&lt;/span&gt;&lt;/div&gt;&lt;p style=&quot;margin: 5px 0px;&quot;&gt;&lt;br style=&quot;color: rgb(0, 0, 0); font-family: 微软雅黑, 宋体, Arial, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;/&gt;&lt;br/&gt;&lt;/p&gt;&lt;br/&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 10:03:57 +0800</pubDate></item><item><title>一张算力卡日入6000块？ DeepSeek开源赚钱焚决了</title><link>https://3weidayin.com/news/5915.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;7Q8bTOCF3Fnh7STTYa4FP0c9b9VJMj&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;不是，梁文峰你怎么什么都往外掏啊。模型开源就算了，什么叫推理框架，内部账本全都公开了。明摆着告诉你，手把手跟上的话，一张卡一天就能收米 6100 块。要知道，即使是现在最贵的 B300，租一个小时也就不到 60 块 （ 9 刀 ）。妥妥的印钞机啊。靠着这番操作，滑动变阻器的评级估计又要调回梁圣了，因为他是真的想教会大家怎么用 AI 来赚钱，别影响他们做 AGI。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634858_7950.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Tz2qA7kTQo3WLoEOsmGcW0lBrqZZSx&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;那问题来了，这回开源的推理框架到底是个啥呢？简单点理解，如果把大模型比作一家餐厅，那么闭源模型就只公开了菜单，你点啥菜，它上啥菜，菜是怎么做出来的， 谁也不知道。开源模型，就是餐厅把自己做菜的菜谱公开了出来，大家都能照着菜谱做菜，但做出来的菜能还原到几成水平，就得看你自己的火候了。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634860_4995.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;SHOMA3hn5r4sjMU5EFaV8xCBsrdOhX&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;而这次 DeepSeek 开源出来的推理框架，就好比一整个记录做菜过程的 4K 120 帧蓝光高清杜比原盘视频。不但拍下了做菜的每一个步骤，就连用什么灶、买哪儿的菜、甚至炒菜要颠几下勺都给你记录下来了，生怕你学不会。过去很多模型公司都有开源模型的权重，但是很多第三方厂商拿了这些开源模型后，却发现怎么也做不出官方的味道，要么是成本压不下来，要么是模型效果不太行。这其中差的，就是推理框架这些具体的细节经验。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634861_4733.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;aEzxanEJCI0duwQnHhnbXW1s81q2OA&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;于是 DeepSeek 索性开源开到底，除了开源推理框架 DeepInfer，让算力集群能高效运行，顺手还配了套 DeepSeek Recipe，方便各种第三方 API 都能正确跟 DeepSeek 交流。更贴心的是，考虑到硬件不同，人还把华为和英伟达的适配都一起搞定了，真就是手把手的懒人教程。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634862_4605.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Ifh9qG0j04kbsXwplnaK8iSB4orZWl&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;咱先来讲这个 DeepInfer，说说它是怎么把 GPU 性能榨干的。首先，为了算力输出更稳定，它构造了一条 GPU 和 CPU 分工合作的 流水线。以前 GPU 每算完一轮，还得等 CPU 处理结果、安排下一批任务，中间免不了摸鱼。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634863_9127.gif&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;HpZveZGboTYKcoPcMolt7N3urgTQSL&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;现在改成了 GPU 算这一轮的时候，CPU 就提前准备下一批任务，双方交叉干活，无缝衔接。除此之外，GPU 内部也被分成了两拨，8 卡的小机器负责读取输入，64～128 卡的超级节点则专门处理输出，并行效率彻底拉满。果然，想要从寸土寸金的显卡上薅羊毛，一秒都不能空转呐。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634868_6613.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;wIK4I0IzrZfeLfxPBBPJklmvCmF9nH&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但话说回来，流水线再怎么连轴转，也架不住模型本质上还是个词语接龙机，token 只能一个一个往外蹦。诶，那就不能一回多吐几个么？能的兄弟，能的。DeepSeek 听罢掏出了祖传绝活： 提前猜答案。这套手艺早在 DeepSeek V3 的时候就引入了，那时候叫 MTP，多 Token 预测，就是让小模型先多猜几个 Token，再让主模型核查，对的留，错的扔。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634869_4111.gif&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;2cXaIlwc1A5xFWwQhrgxNH7WCOukS1&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;今年七月份又来了波升级，发布了 DSpark，批量生成草稿，提升预测的数量，又优化了核查验证的算法。这回就更彻底了，索性手把手教你到底怎么验证更省事儿。主要就是靠这个 Confidence Head，置信度预测头，提前给这些 token 预估个靠谱程度。靠谱的多查，不靠谱的就少查几个，不必每次查到底。测试下来，相比之前老老实实挨个查，减少了足足 30% 的工作量，提高了 4%～7% 的 token 吞吐。属于是牙缝里都给你抠出个鸡腿。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634873_5791.gif&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Lwk0eFWYqZoGnOOZkvkbh2irdAS1BA&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;当然，除了计算发力，负责缓存的老熟人 KV Cache也是重头戏。咱都知道，V4.1 Flash 出厂时，硬盘里的缓存占用压缩到了前代的八分之一。除了压缩策略发大力，还用到了一项叫 SWA Bounded Replay（ 有界回放 ） 的技术。这玩意儿设计相当巧妙，能直接帮服务器省下海量的硬盘和带宽。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634878_1772.gif&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;J9I1P6p669CHvrvqzTsWMlzqC50sZl&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;以前大模型为了让自己在聊天的时候不失忆，会把长期记忆和短期记忆都给一股脑的塞到脑子里，直接把脑子给塞爆了。现在用上了 SWA 有界回放，就可以把脑子里最占地方的局部记忆给先丢了，等到要用的时候再光速计算出来恢复一下。这一改，处理输入的计算量直接砍半，省钱省到了极致。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634886_7104.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Cf2UyDdn6EfZA40Ov2Joxx3q0jjnvk&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;当然，DeepInfer 牛批，另一套 DeepSeek Recipe 同样不能低估。之前咱们用开源模型，很容易遇到个怪事：明明是同一个型号的模型，接到不同平台和工具里，跑出来的味道却不太一样。这是因为大模型对输入的格式极其敏感，现在市面上 OpenAI、Anthropic 等各家接口的标准五花八门。在转换时哪怕错一个特殊字符、多一个空格，模型的思考逻辑和工具调用就会当场乱套。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634887_2029.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;NhrvgkZ50LS3Xdl3Rz6Ouc3EweMjRP&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这次的 DeepSeek Recipe 就是来大一统的。甭管你是 Codex 发来的 Responses API，还是 Claude Code 用的 Messages API，它都能转成适合 DeepSeek 的格式。让你在自己家里部署，也能像官方原版的丝滑体验看齐。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634889_9996.gif&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;yQeu7QDpcrnucWnxdAyZNGEtzRUPkb&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;当然了，DeepSeek 这次其实稍微藏了一手， 后面还会继续更新。人在公告里也直说了，由于推理系统中的 KVCache 管理与负载均衡组件因与内部基础设施耦合较深，相关代码目前尚未完整开源。这也意味着现在开源出来的这些代码，其实更利好于软件芯片厂商来做调试，或者是利好中小企业开发者来做自己的私有化部署。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; display: block; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792634892_4943.png&quot; alt=&quot;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem; text-align: center;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;一张算力卡日入6000块？ DeepSeek开源赚钱焚决了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;53R0rHrYPlb3q37heytRrnM2diGEEf&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但是对同样规模的云服务大厂和直接竞争对手来说，就有点不够用了。毕竟把几十张卡的性能榨干是一回事，怎么把机房里成千上万张卡串起来、在亿级并发下做全局调度和缓存复用，又是另一回事。不过哪怕只有现在这些，从底层算子到双平台适配的 DeepInfer，也足够芯片厂商和开发者们爽吃一阵子了。最后只能说，千言万语，感谢梁圣开源了。&lt;/span&gt;&lt;/div&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 10:01:39 +0800</pubDate></item><item><title>英伟达加速工业仿真 半导体模拟最高提速40倍</title><link>https://3weidayin.com/news/5914.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;xvjAOXDKaiodLvHLhmvfi0IXU7fOYO&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;快科技10月22日消息，英伟达表示，imec基于其模型开展的S-Litho基准测试显示，相关半导体仿真速度最高提升40倍。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;英飞凌使用Synopsys软件及英伟达CUDA库进行下一代功率器件仿真，三维击穿模拟速度提升12倍。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;此外，英伟达宣布CUDA-X旗下cuDSS正式全面发布，用于加速结构应力、流体流动、电磁场及半导体器件行为等复杂仿真计算。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;Vfn3D2tgyL89F4ZqnoJkCRTT3xO33v&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;如果把底层CUDA平台比作混凝土地基，那么CUDA-X就是英伟达提前造好的精装“算法乐高”。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;英伟达已经攒下了一整套芯片制造乐高：cuLitho专攻计算光刻加速；cuDSS专攻电路与多物理场里的稀疏直接求解；cuEST专攻量子化学与电子结构建模；NPP专攻GPU高速图像处理。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;WV43gHy6nMVFMzcry3p7xSvd438Vig&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在工业软件领域，让物理学家和化学家从零开始手写极度复杂的GPU底层并行代码，难度堪比登天。现在，英伟达主动把最难啃的稀疏矩阵、分子动力学、三维体素网格、图像处理全部封装成了现成的CUDA-X函数库。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;英伟达工业与计算工程副总裁Tim Costa在新闻稿里留下一句意味深长的话：“半导体产业使AI革命成为可能。现在，AI正在改变芯片的建造方式。”&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792632235_3941.png&quot; alt=&quot;英伟达加速工业仿真 半导体模拟最高提速40倍&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;英伟达加速工业仿真 半导体模拟最高提速40倍&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;v93q4vexy0wilX2xA461ow2blPdzvX&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;【本文结束】出处：快科技&lt;/span&gt;&lt;/div&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 09:23:23 +0800</pubDate></item><item><title>苏黎世联邦理工研发生物水泥3D打印技术</title><link>https://3weidayin.com/news/5913.html</link><description>&lt;html&gt;&lt;body&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       2026年10月21日，来自瑞士苏黎世联邦理工学院建筑系的科研团队，利用微生物诱导方解石沉淀（MICP，又称生物胶结）技术，开发出一套基于细菌的生物水泥 3D 打印工艺，能够制造建筑外立面、隔断等构件，相关成果还亮相 2025 威尼斯建筑双年展，为可持续建筑开辟全新路径。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630472_2173.jpg&quot; title=&quot;1.jpg&quot; alt=&quot;1.jpg&quot; width=&quot;635&quot; height=&quot;392&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 635px; height: 392px;&quot;/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;生物矿化&lt;/strong&gt;&lt;br/&gt;      水泥生产是全球碳排放的重要来源，建筑行业迫切寻找低能耗、低碳的新型建造方案。微生物诱导方解石沉淀并非全新技术，此前已经应用于混凝土自修复、水土流失治理等领域。该项目主要研究者Karen Antorveza Paez表示：“利用细菌生产一种矿物粘合剂，过去最大的短板是缺少可以按需调控这套生物过程、直接生产建筑构件的制造工艺。”研究选用巴氏生孢八叠球菌，这种细菌可以通过代谢，促使周围环境析出碳酸钙，也就是石灰石、牡蛎贝壳的主要矿物成分，把松散的砂粒牢牢胶结在一起。自然界里珊瑚、钟乳石，都是依靠类似生物矿化的方式生长成型，&lt;span style=&quot;color: #FF0000; font-size: 18px;&quot;&gt;&lt;strong&gt;科研团队正是借鉴了这套大自然沿用亿万年的制造逻辑。&lt;/strong&gt;&lt;/span&gt;&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img id=&quot;aimg_408948&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630472_9104.jpg&quot; class=&quot;zoom&quot; width=&quot;700&quot; height=&quot;700&quot; alt=&quot;2.jpg&quot; title=&quot;2.jpg&quot;/&gt;&lt;br/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;两阶段成型&lt;/strong&gt;&lt;br/&gt;         整套生物水泥 3D 打印分为两个核心阶段，整体周期最长可达五天，大部分时间都浸泡在溶液中完成矿化反应，Karen Antorveza Paez表示：“这个过程就像烤蛋糕，打印出来的坯体就像生面团，柔软易变形，只有经过后续矿化处理，才能转变为坚硬可用的成品。”首先，机器人挤出系统打印含有活菌的生物墨水。墨水以海藻酸盐与黄原胶复配的剪切变稀水凝胶为基底，混入砂石和细菌，依靠机械挤出塑造出目标造型。打印完成后，构件被放入含有尿素与氯化钙的溶液槽内。钙离子先和海藻酸盐发生交联，依靠离子键初步稳住整体外形。&lt;br/&gt;       接下来细菌开始发挥作用，细菌分解营养液中的尿素，代谢析出碳酸钙晶体。晶体不断生长、互相咬合锁死，松散的砂坯就此固化成为坚硬构件。全部工序都在常温环境完成，不需要传统水泥、陶瓷生产所必需的高温煅烧。构件完成干燥之后，内部细菌会进入失活状态，最终得到性质稳定、环境友好，还具备可回收潜力的成品，生产用到的砂石、各类药剂原料储量丰富、价格低廉。不过反应会产生铵盐副产物，氯化钙本身存在呼吸道刺激性，这些都属于技术需要攻克的现实问题。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img id=&quot;aimg_408950&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630473_9807.jpg&quot; class=&quot;zoom&quot; width=&quot;700&quot; style=&quot;&quot; _load=&quot;1&quot; alt=&quot;3.jpg&quot; title=&quot;3.jpg&quot;/&gt;&lt;br/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;两套工艺并行&lt;/strong&gt;&lt;br/&gt;        团队同时在推进两条技术路线，二者定位各有侧重。机器人 3D 生物打印更适合制作外立面遮阳板、室内隔断这类预制模块化建筑构件。在威尼斯建筑双年展的展览中，就展出了该工艺打造的多孔、造型复杂的生物矿化展品。除此之外，团队还在研发机器人喷涂工艺，将砂子、细菌、尿素、氯化钙逐层喷涂到建筑表面。这种方式更加适配建筑外立面等大面积施工场景。&lt;span style=&quot;color: #FF0000; font-size: 18px;&quot;&gt;&lt;strong&gt;但喷涂路线还面临不少现实难点：材料粘结效果、力学性能、逐层沉积稳定性都有待优化。&lt;/strong&gt;&lt;/span&gt;Karen Antorveza Paez表示：“3D 打印工艺主打定制化建筑构件，而喷涂工艺更多面向建筑表面作业。” 不管选择哪一种方式，想要调配出理想的粘结剂与完整配方，还需要漫长的迭代调试。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img id=&quot;aimg_408949&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630473_9305.jpg&quot; class=&quot;zoom&quot; width=&quot;700&quot; style=&quot;&quot; _load=&quot;1&quot; alt=&quot;4.jpg&quot; title=&quot;4.jpg&quot;/&gt;&lt;br/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;机遇与挑战并存&lt;/strong&gt;&lt;br/&gt;        相较于传统建材，这套生物制造工艺最大的优势在于极低能耗，能够大幅削减二氧化碳排放，契合建筑业减碳的大趋势。但距离真正大规模投入工地使用，还有诸多现实难关需要跨越。反应生成的氨气不能直接排放渗入土壤，需要设计专门装置进行收集处理；氯化钙具有刺激性，作业最好在封闭工厂内完成，操作人员需要佩戴全套防护装备，科研团队也正在寻找方案降低这些环境与健康风险。同时材料整体力学性能、长期户外耐久表现、项目综合成本，都还需要开展大量实测验证。&lt;br/&gt;     科研人员也提出了有趣的设想：反应产出的氨副产物，未来或许可以就地转化为农业肥料；也可以借鉴芳纶合成的界面聚合化学思路，把副产物转化成聚酰胺等有经济价值的化工原料。虽然现阶段还很难直接用来搭建完整楼房，但这项技术已经适合艺术家、设计师、市政科普场馆用来展示未来低碳建造的可能性。细菌早已帮助人类生产胰岛素、抗生素、生物塑料、发酵食品，而在不远的未来，它们或许也会帮人类建造出房子。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;     来源：南极熊&lt;/span&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 08:51:09 +0800</pubDate></item><item><title>Sakuu携6亿美元估值借 SPAC 登陆纽交所，干法电池打印平台瞄准AI数据中心</title><link>https://3weidayin.com/news/5912.html</link><description>&lt;html&gt;&lt;body&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;         电池 3D 打印公司 Sakuu&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;在签署最终业务合并协议后，即将登陆纽约证券交易所（NYSE&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;）。合并方是特殊目的收购公司（SPAC）Pyrophyte Acquisition Corp. II（NYSE: PAII&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;）。该交易对 Sakuu 的投前股权估值为 6 亿美元。交易完成后，yrophyte 将更名为 Sakuu Corporation，合并后的公司预计将以股票代码 &quot;SAKU&quot; 在纽交所上市交易。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       Sakuu 计划将新募集的资金用于其 Kavian 平台的持续开发与商业化。Kavian 是该公司下一代电池电极干法打印系统。这笔资金将支持该平台按预期于 2027 年第二季度实现商用前的各项准备，以及现有采购订单的履约。Sakuu 与 Pyrophyte 的董事会均已一致批准此项业务合并。交易完成仍取决于两家公司各自股东的批准以及其他惯常条件。Sakuu 现有管理层保持不变，创始人兼首席执行官罗伯特・巴盖里（Robert Bagheri）与总裁兼首席运营官阿维德・尼斯特罗伊（Arwed Niestroj）将继续执掌公司业务。Pyrophyte 的管理团队预计将为公司带来行业及资本市场方面的资源与人脉。Cohen &amp; Co.&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;，Cohen Securities 旗下部门&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;）担任 Sakuu 的独家财务顾问兼首席资本市场顾问，Nelson Mullins&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;担任其法律顾问。Pyrophyte 一方，Arcadia Securities 旗下部门 Brookline Capital Markets&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;担任资本市场顾问，Ashurst Perkins Coie&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;提供法律意见。&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;以干法打印取代湿法工艺&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;         Sakuu 成立于 2016 年，其将 Kavian 描述为已知的首个可将多种材料与多种工艺结合用于储能生产的增材制造平台。该系统通过全干法工艺生产电极，公司表示，这是首个使用多种材料（包括无金属复合材料）以定制形状和尺寸 3D 打印出功能完备电池的解决方案。传统锂离子电极制造依赖湿法工艺：活性材料与溶剂或水混合成浆料，涂布到箔材上，再在长条状的高能耗烘箱中干燥。Sakuu 的方法则完全省去这一环节。公司表示，Kavian 有望彻底消除有毒溶剂和水的使用，将整体制造成本降低 40% 至 60%，使工厂占地面积减半，并将二氧化碳排放减少 55%。Sakuu 认为，对电池制造商而言，这些节省同时作用于资本支出与运营支出，并可能转化为更高的毛利率。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       安全性是另一个卖点。Sakuu 将干法打印工艺与聚合物集流体（PCC）技术相结合，由此制成的电极旨在降低热失控风险 —— 即与传统锂离子电芯相关的过热连锁反应。公司将这种方式生产的电池描述为 &quot;本质安全&quot;。除电池外，Kavian 还能干法打印超级电容器电极及其他复杂的活性器件，使该平台的触角延伸至不止一类储能硬件。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630302_8833.png&quot; title=&quot;（图注：Kavian 平台打印件。图片来源：Sakuu。）&quot; alt=&quot;（图注：Kavian 平台打印件。图片来源：Sakuu。）&quot; width=&quot;680&quot; height=&quot;381&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 680px; height: 381px;&quot;/&gt;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;（图注：Kavian 平台打印件。图片来源：Sakuu。）&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;瞄准 AI 数据中心&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;         这笔交易的叙事很大程度上围绕人工智能基础设施展开。Sakuu 表示，其技术既能生产电池，也能生产超级电容器，可针对 AI 数据中心内靠近服务器的机架集成进行定制。据该公司称，这些产品具有高得多的电池组能量密度、更低的电阻和更低的热量产生，从而可减少对冷却系统及额外安全投入的需求。&quot;Kavian 技术不仅是全球首个可大规模干法打印高性能电池电极的增材制造解决方案；它还能干法打印为 AI 数据中心日益增长的电力需求而定制的超级电容器电极。&quot; 巴盖里表示，&quot;它是目前已知的唯一一种能够快速、可持续且经济高效地定制打印供不应求能源产品的解决方案。&quot;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;          Sakuu 指出了预计将推动其设备需求的几股力量：更广泛的能源转型、不断变化的监管与贸易政策，以及 AI 数据中心建设领域的大规模投资。公司表示，这些趋势叠加起来，将提升对电池、超级电容器以及更先进生产方式的需求。Pyrophyte 董事长伯纳德・J・杜罗克 - 丹纳博士（Dr. Bernard J. Duroc-Danner）将这笔交易直接与 AI 的能源需求联系起来。&quot;AI 是一项影响深远的变革性技术，能源是使这种变革成为可能的关键。&quot; 他说，&quot;Sakuu 将改善 AI 基础设施的经济性，并更广泛地改善储能在其所有应用中的经济性。它还将显著改善 AI 数据中心乃至整个经济电气化的安全性与环境足迹。&quot;杜罗克 - 丹纳补充说，这家 SPAC 一直在寻求帮助一家能够在能源领域有所作为的公司走向公开市场，而经过多年技术开发的 Sakuu 正符合这一描述。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792630303_3542.png&quot; title=&quot;（图注：专注于干法电极生产的 Kavian 平台。图片来源：Sakuu。）&quot; alt=&quot;（图注：专注于干法电极生产的 Kavian 平台。图片来源：Sakuu。）&quot; width=&quot;770&quot; height=&quot;434&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 770px; height: 434px;&quot;/&gt;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;（图注：专注于干法电极生产的 Kavian 平台。图片来源：Sakuu。）&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;电池打印的上市新路径&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       Sakuu 将以设备供应商、而非电池制造商的身份进入公开市场。它并不自建电芯产能，而是计划将 Kavian 系统出售给希望取代湿法电极涂布的电池制造商&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;。SPAC 募资正是围绕这一目标：在 2027 年第二季度完成 Kavian 的商业发布，并履约手中已有的采购订单。公司上市前也一直在积累性能记录。去年，它报告称，一批干法打印的锂离子电池电芯在 4,000 次充放电循环后仍保留了 83% 的容量&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;，并正在为首批 Kavian 生产系统交付客户做准备，且已交付了数百米干法打印电极。Sakuu 并非本月唯一寻求公开资本的增材制造新兴供应商。金属粉末生产商 Amaero 以每股 4.25 美元定价完成 IPO&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;，募资总额 2,000 万美元，净募资约 1,570 万美元。该公司已在澳大利亚证券交易所以代码 3DA 交易，如今又以代码 AMRO 在美国挂牌，此次发行隐含的股权价值约为 1.213 亿美元。此次上市凸显了新兴增材制造供应商面临的财务压力。招股说明书指出，IPO 之后，对 Amaero 持续经营能力（going concern）的重大疑虑仍将存在，管理层预计募资所得与现有现金仅能支撑运营至 2027 年第二季度。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;     Sakuu 选择的路径也重拾了 3D 打印领域一套熟悉的打法。在 Desktop Metal&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;于 2020 年上市之后，SPAC 合并成为增材制造公司的常见上市路径，这些业务合并的估值一度超过 150 亿美元。Markforged 在与空白支票公司 &quot;one&quot; 合并后，终于在纽交所启动了期待已久的 IPO&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;；金属打印机厂商 Velo3D 则通过 JAWS Spitfire Acquisition 完成 SPAC 合并上市&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;。但并非每笔交易都如愿落地：Essentium 的交易于 2022 年初告吹&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;，蓝光激光开发商 Nuburu 与 Tailwind Acquisition Corp. 的合并计划也未能完成&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;。如今，Sakuu 携一个面向 AI 基础设施的储能故事加入了这一阵营。它的成败与其说取决于 6 亿美元的估值，不如说取决于 Kavian 能否在 2027 年如期交付。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;  来源：中国3D打印网编译文章！&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 08:50:21 +0800</pubDate></item><item><title>格陵兰布局大型机器人3D打印</title><link>https://3weidayin.com/news/5911.html</link><description>&lt;html&gt;&lt;body&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       2026年10月21日，格陵兰北极开发公司（GADC）近期采购了一套 Caracol 公司的 Heron 400 大型增材制造系统。这套搭载轨道平台、具备六轴以上自由度的机器人 3D 打印机，专门用于生产大尺寸聚合物及复合材料构件。设备将先在芝加哥完成安装调试与前期测试，后续计划搬迁至格陵兰投入使用，探索北极地区本地化制造新模式。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629965_9266.jpg&quot; title=&quot;1.jpg&quot; alt=&quot;1.jpg&quot; width=&quot;650&quot; height=&quot;403&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 650px; height: 403px;&quot;/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;在北极就地生产所需零部件&lt;/strong&gt;&lt;br/&gt;          长久以来，格陵兰地处偏远、交通不便，船舶、全地形车、雪地摩托的替换配件、建材、海事构件乃至家具都依赖外部长途运输。这类配件大多属于小批量需求，不仅采购成本高昂，到货周期也十分漫长。&lt;span style=&quot;color: #FF0000; font-size: 18px;&quot;&gt;&lt;strong&gt;本项目的核心思路就是传输数字模型，在本地直接打印成品，而不是跨洋运送实体零零部件。&lt;/strong&gt;&lt;/span&gt;GADC 计划招募一名格陵兰本土创业者，为其提供全套技术培训，并共同成立合资企业来运营这套打印设备，打造扎根当地的制造业务。这套 Heron 400 设备搭载工作半径约 4 米的机械臂，机械臂架设在长轨道上，X 轴方向行程可超过 10 米。它以热塑性粒子、纤维增强复合材料为原料，支持非平面路径打印，在很多造型下可以大幅减少支撑结构的使用。未来投产后，可生产适配北极环境的海事通道、车船备件、建筑构件、家具等多种产品，服务当地资源开发、基建、旅游行业以及普通居民。&lt;br/&gt;      格陵兰北极开发公司主席Larry G. Swets Jr.表示：”外来投资确实能依托矿产勘探、基建项目为格陵兰带来经济活力，但真正具备长久价值的，是培育本土自持的产业能力。我们不只是简单把一台机器运到格陵兰，而是围绕这套设备，扶持本土主导的企业。借助先进制造设备、配套培训与创业扶持，我们创造本土技术岗位与生产能力，既能支撑大型开发项目，也能满足格陵兰社区日常需求。”&lt;br/&gt;      Caracol 美洲区销售负责人Francesco Pantaleone表示：“过去数十年制造业高度集中在少数工业中心，偏远地区不得不承担高昂运费、漫长等待周期。而大型机器人增材制造提供了新方案：一套柔性生产单元，可以按需、就地打印船用配件、建材甚至家具。Caracol 本身已经面向航空、海事、能源、建筑领域交付同类设备，生产工装、结构件与混凝土模板。”&lt;br/&gt;        按照规划，设备会先在芝加哥开展阶段试验，团队将在此完成材料验证、工艺调试，打磨适配北极工况的生产方案，同时搭建合资公司的培训体系与商业模式。&lt;br/&gt;目前，格陵兰本地运营合伙人、设备在格陵兰的最终落地地点还没有对外公布。等全部验证、培训工作就绪之后，设备才会运往北极投入常态化运营。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img id=&quot;aimg_408952&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629966_3101.jpg&quot; class=&quot;zoom&quot; width=&quot;700&quot; style=&quot;&quot; _load=&quot;1&quot; alt=&quot;2.jpg&quot; title=&quot;2.jpg&quot;/&gt;&lt;br/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;地缘政治及美军负面事件&lt;/strong&gt;&lt;br/&gt;&lt;br/&gt;          这个本地化制造构想从技术层面看起来十分吸引人，但项目所处的地缘环境、美国过往在格陵兰的开发历史，也让外界生出不少疑虑。项目负责人斯韦茨和美国政坛联系紧密，深度参与美国针对格陵兰的投资布局。近年美国持续对这片丹麦自治领地表现出强烈兴趣，寻求扩大在当地的军事存在、推进基地扩建，而该 3D 打印项目虽然并未官宣和军事建设计划绑定，但相关政治背景很难被忽略。&lt;br/&gt;       更关键的是，美国在格陵兰有着两段影响深远的负面历史记录。一个是 1968 年的图勒核事故：图勒空军基地曾是美国针对洲际弹道导弹的早期预警站点，“圆顶行动（Operation Chrome Dome）” 计划让携带核弹的 B-52 轰炸机持续空中待命，以便快速响应来袭。当年一架 B-52 在基地附近起火坠毁，机上四枚核弹的常规炸药引爆，放射性物质大面积扩散至冰面。事件没有引发核爆炸，但清理工程规模浩大，核弹残骸的完整回收情况至今仍是历史争议话题。另一个秘密项目是 “冰虫计划（Project Iceworm）”。美军在世纪营（Camp Century）于冰盖之下修建隧道网络，原本计划在冰层下绵延数千公里，配套铁路转运数百枚核武器，甚至专门在冰盖内部搭建了核反应堆为基地供电。但冰盖本身持续流动变形，隧道不断塌陷、需要反复修补，这个计划最终彻底搁置。&lt;br/&gt;&lt;br/&gt;&lt;/span&gt;&lt;img id=&quot;aimg_408953&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629967_6659.jpg&quot; class=&quot;zoom&quot; width=&quot;700&quot; style=&quot;&quot; _load=&quot;1&quot; alt=&quot;3.jpg&quot; title=&quot;3.jpg&quot;/&gt;&lt;br/&gt;&lt;br/&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;strong&gt;外界质疑&lt;/strong&gt;&lt;br/&gt;       基于美国过往在格陵兰的建设历史，不少观察者对这个新项目持保留、怀疑态度。首先，仅在芝加哥做测试存在明显局限：芝加哥的环境条件完全无法复刻格陵兰极寒、强风、冰雪侵蚀等极端工况，只能完成设备基础调试、人员培训，很难提前预判大型工业设备在北极野外会遇到的各类故障。其次，当地民众对外部势力介入、改变格陵兰现状本身十分敏感，想要找到愿意合作、获得社区认可的本土创业者，本身就会是一道难关。虽然数字就地制造是非常契合北极偏远地区需求的技术路线，但想要真正落地生根，除了设备与工艺，还需要充分回应当地社区的顾虑，妥善处理地缘、环境、历史遗留问题。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;    来源：南极熊&lt;/span&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 08:42:43 +0800</pubDate></item><item><title>周鸿祎谈美国封杀DeepSeek：背后不是数据安全这么简单</title><link>https://3weidayin.com/news/5909.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;PaYoTiE32ZWvCxGeBdacnWsNYGnuim&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;快科技10月22日消息 10月19日，美国国土安全部发布公告，禁止美国联邦政府民事行政机构采购中国AI企业深度求索（DeepSeek）及其关联主体的产品与服务，同时要求相关机构从信息系统中清除已部署的DeepSeek相关产品和服务。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629388_2629.png&quot; alt=&quot;周鸿祎谈美国封杀DeepSeek：背后不是数据安全这么简单&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;周鸿祎谈美国封杀DeepSeek：背后不是数据安全这么简单&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;GleQnLWS4rmDlyB1C2slDeIk4Wxkmz&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;针对此事，360集团创始人周鸿祎近日发布视频，解读美国封杀DeepSeek一事。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;周鸿祎在视频中谈到，美国此番出台禁令，表面说辞是防范数据安全风险。但细看禁令内容就能发现，美方刻意混淆了两个完全不同的技术场景：调用DeepSeek在线服务、本地部署DeepSeek开源模型，这件事恐怕不只是数据安全层面这么简单。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;他分析解释称，根据美国国土安全部的要求，联邦民用机构不得采购DeepSeek相关产品，存量系统里的相关服务也要下架。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;MLh2Oft22olw9u4t6IWbeHBtGfU3E1&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;限制范围更进一步，就连依托DeepSeek技术开发的第三方产品与服务，同样被纳入管控。美方给出的理由仍是国家安全，担忧敏感数据流向中国。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;但这里存在一个基础技术常识：调用在线服务和本地部署开源权重模型，完全是两码事。使用在线服务时，用户数据会上传至服务商服务器，确实存在数据隐私与安全隐患；&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;jBBYYC1oLG2lccRbEwvoxdxg4Kga92&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;可如果美国企业下载DeepSeek模型，部署在自有数据中心内，所有数据都在本地闭环处理，甚至可以断网运行，全程无需接入中方服务器，数据根本不会向外传输，自然不存在向中方泄露数据的情况。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;当然，任何AI系统都可能存在漏洞与供应链风险，理应接受严格审查。但审查的核心应当聚焦真实的数据流向与系统本身的风险，不能仅凭模型源自中国，就直接判定其不安全。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;nJoGunhj98AQ954UFZL47Ep3DPUbJc&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;模型由中国研发，不代表数据会自动流向中国。将模型来源和数据去向强行绑定，这套逻辑在技术上并不成立。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;更值得留意的是，美方的限制对象不止DeepSeek在线服务，还扩大到采用DeepSeek技术打造的第三方产品。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;如果初衷只是防范数据泄露，那本地部署的模型、基于其开发的第三方应用本不该被一并限制。由此来看，美方针对的或许并非所谓的数据风险，而是中国AI技术本身。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;eQkcjJNwVPvJXVrrPRcrPjbnK69TPT&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;周鸿祎进一步指出，把美国近几年的相关举措串联起来就能看出，这次禁令并非孤立事件。早期美方主打限制高端芯片出口，试图从算力底层锁住中国AI的发展空间。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;但国内企业并未止步，依靠自研突破、算法调优和工程创新，跑出了DeepSeek这类具备国际竞争力的大模型，并且向全球开发者开放权重。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;如今，美方的封锁链条已经从芯片延伸到基础模型，甚至覆盖基于中国模型开发的下游产品。过去是限制中国AI“怎么造”，现在又开始给中国AI成果 “怎么用”设置壁垒。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;ZdzbBjRGHWZyQzzE0Njy0VAFqmOQRx&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;这背后，也是美国AI巨头与白宫持续焦虑的问题：中美AI差距还有多少，如何拉开优势。这场竞争争夺的不只是大模型技术领先地位，更是未来整个AI产业的主导权。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;从芯片算力、基础大模型、智能体应用、到开发者生态，每一环都左右竞争格局。从限芯片到限模型、限应用，一连串限制手段，目的就是在多个关键节点压缩中国AI的发展空间。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;PHIa2BKZcEoAbBVOHu0a8rfjoxZL1k&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;但中国AI的发展路径也印证，技术创新从来不止一条路。芯片受限，就加速自研、打磨算法效率；模型赛道竞争加剧，就走开放路线，吸引全球开发者共建生态。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;在周鸿祎看来，DeepSeek的价值，不只是交出一款高性能大模型，更是向全球证明，中国AI可以提供高性能、低成本、开放的技术选项。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;KhJvzQcM0NPDKWZrZd5j6arFHGswrt&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;那么，你认为美国这次封杀DeepSeek的背后，真正的目的到底是什么？&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;H84ePGQcsqiPURJXqgxIsRP6ma6GOj&quot; style=&quot;font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;【本文结束】出处：快科技&lt;/span&gt;&lt;/div&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 08:34:02 +0800</pubDate></item><item><title>LAIKA采用PrismSlicer预览全彩3D打印人脸</title><link>https://3weidayin.com/news/5910.html</link><description>&lt;html&gt;&lt;body&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;        部位于布拉格的软件开发商 Additive Appearance&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;已与定格动画工作室 LAIKA&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;签署协议，将其渲染器 PrismSlicer 纳入工作室艺术家可用的 3D 打印工具。该软件能在部件生产前估算 PolyJet 打印件中色彩与半透明度的呈现效果，目标是让数字设计与实体物件之间实现可预测的匹配。该协议针对的是全彩 3D 打印中反复出现的一个难题：屏幕上呈现的效果与打印出的部件并不总能对应，而每一次偏差都可能意味着要多打一次。对每部影片都要打印数十万个精细面部的 LAIKA 而言，减少这些额外轮次既影响生产时间，也关乎质量保证。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629548_8931.png&quot; title=&quot;1.png&quot; alt=&quot;1.png&quot; width=&quot;720&quot; height=&quot;405&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 720px; height: 405px;&quot;/&gt;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;      LAIKA 于 2005 年创立于美国俄勒冈州波特兰市郊，并因在 3D 打印领域的工作于 2016 年获得科学技术类奥斯卡奖。其最新影片《Wildwood》将于 10 月 23 日上映，工作室表示，选择 PrismSlicer 也是着眼于未来的制作。&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;打印前模拟外观呈现&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;        PrismSlicer 会在打印前生成模型颜色、半透明度与表面外观的初始预览，包括在 LAIKA 定制的影棚光照环境下的效果，旨在减少打印迭代次数。&quot;PrismSlicer 有望让我们的艺术家在我们定制的影棚光照环境中，对他们的数字设计获得可预测的预览。这是我们能力上一次至关重要的进步，在为全彩 3D 打印开发资产时能够实现更快的迭代。&quot;LAIKA 技术总监罗伯特・杜西（Robert Ducey）表示，&quot;可靠而快速的渲染有望显著缩短开发时间。&quot;初步测算表明，这些可视化预览能够减少打印迭代次数，并通过更快的反馈提升艺术家的满意度。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;&lt;img class=&quot;ue-image&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792629550_9834.jpg&quot; title=&quot;（图注：《Wildwood》中普鲁与柯蒂斯的剧照。图片来源：LAIKA。）&quot; alt=&quot;（图注：《Wildwood》中普鲁与柯蒂斯的剧照。图片来源：LAIKA。）&quot; width=&quot;770&quot; height=&quot;433&quot; border=&quot;0&quot; vspace=&quot;0&quot; style=&quot;width: 770px; height: 433px;&quot;/&gt;&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;（图注：《Wildwood》中普鲁与柯蒂斯的剧照。图片来源：LAIKA。）&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;按生产标准评估的七个月试用期&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;        该协议瞄准的正是屏幕设计与打印部件之间可预测匹配的领域 —— 在这里，每一次偏差都可能意味着再多打一次。对每部影片都要打印数十万个精细面部的 LAIKA 而言，减少这些额外轮次会同时影响生产时间与质量保证。在此期间，PrismSlicer 新增了命令行界面（CLI）以支持自动化；其模拟后端也增加了新特性，旨在让渲染效果更加逼真。&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;科研根基源自查理大学&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;        Additive Appearance 是布拉格查理大学&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;的衍生公司（spin-off），团队成员由工程师与研究人员组成。与 LAIKA 的合作，建立在该公司与大学数学与物理学院计算机图形学小组&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;多年联合开发与材料研究的基础之上。这些工作解决两个问题：对 PolyJet 3D 打印所用材料进行光学测量，以及让照片与渲染图精确匹配。该公司表示，其工具面向广泛的硬件平台以及不同行业的用户而设计。&quot;他们的信任验证了我们的使命 —— 让全彩 3D 打印像 2D 成像一样可预测、富有表现力。&quot;Additive Appearance 首席技术官托比亚斯・里蒂格（Tobias Rittig）表示。双方团队都期待这次合作能带来全彩 3D 打印领域的进一步成果，包括在创意制作中结合数字与实体工作流的新方法。&lt;/span&gt;&lt;/p&gt;&lt;h2&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;此前实现数字色彩与 PolyJet 输出匹配的尝试&lt;/span&gt;&lt;/h2&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       PrismSlicer 会在打印前生成模型颜色、半透明度与表面外观的初始预览，包括在 LAIKA 定制影棚光照环境下的效果，旨在减少打印迭代次数。LAIKA 此前就致力于 PolyJet 打印的外观保真。在制作《遗失的环节》（Missing Link）时，工作室曾借助弗劳恩霍夫 IGD（Fraunhofer IGD&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;）的 Cuttlefish 软件，打印了超过 10.6 万个面部表情。时任 LAIKA 快速原型总监的布莱恩・麦克莱恩（Brian McLean）将这一选择归因于该软件的色彩一致性与几何精度。Cuttlefish 是一款基于体素（voxel）的驱动程序，可同时处理多种打印材料，并考虑光线散射、色相与表面纹理，从而在打印件中还原模型的观感。这正落在 PrismSlicer 所针对的空白地带，并已应用于 LAIKA 自身的面部制作。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;       Stratasys&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;则从另一个方向解决色彩不匹配问题：2019 年，其 J735 与 J750 PolyJet 打印机获得潘通（Pantone）验证，这一验证&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;被集成到打印机的工作流程中，设计师与产品开发人员可以从共享参考色板中选色，避免误解，从而缩短生产时间。与 PrismSlicer 类似，它针对的也是 PolyJet 硬件上 &quot;预期颜色与打印颜色之间的距离&quot;；不同之处在于，它的方法是以参考色板为标准规范选色，而 PrismSlicer 则是渲染出某一特定模型打印后的实际观感。 通过 PrismSlicer，LAIKA 在为面部制作流程（此前已依赖专门的外观软件）中加入了打印前的模拟步骤。&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;     来源：中国3D打印网编译文章！&lt;/span&gt;&lt;/p&gt;&lt;p&gt;&lt;br/&gt;&lt;/p&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Thu, 22 Oct 2026 08:29:49 +0800</pubDate></item><item><title>美国宣布禁止政府系统使用DeepSeek：我国回应了</title><link>https://3weidayin.com/news/5908.html</link><description>&lt;html&gt;&lt;body&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;yJHUbzwVKrV0fYtjOqXv4CrJGOYjdB&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;快科技10月21日消息，&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;昨天，美国政府突然宣布对DeepSeek下黑手&lt;/span&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;美国国土安全部宣布禁止美联邦政府民事行政机构采购中国人工智能企业深度求索及其关联企业开发的产品和服务，并要求从相关机构的信息系统中移除相关产品和服务。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;随后这引发了外界的热议，而商务部也是第一时间回应此事。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;4APp4bR3KDCaiaueEVnHRaQOOONdAJ&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;商务部表示，美国以所谓国家安全为由，对中国人工智能企业采取歧视性限制措施，是典型的泛化国家安全概念、滥用行政手段打压中国企业的行为，实质上是将科技经贸问题政治化、工具化，借国家安全之名行打压遏制之实。这严重损害中国企业合法权益，破坏公平竞争的市场环境，干扰中美人工智能领域正常商业合作。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;nm5886SiYqkjOS0z2k9kwLdeWvrhTS&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;中方敦促美方尊重事实和市场规律，立即纠正错误做法，停止对中国企业的无理打压，撤销有关歧视性限制措施，为两国企业正常交流合作创造良好条件。&lt;/span&gt;&lt;span style=&quot;font-size: 18px; text-indent: 1.6rem;&quot;&gt;中方将密切关注事态进展，对于任何实质性损害中方利益的行为，将采取一切必要措施，坚定维护自身正当合法权益。&lt;/span&gt;&lt;/div&gt;&lt;div class=&quot;pic&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-align: center; position: relative; color: rgb(116, 116, 116); font-family: &quot;Microsoft Yahei&quot;; text-wrap-mode: wrap; background-color: rgb(255, 255, 255);&quot;&gt;&lt;img class=&quot;img loaded&quot; src=&quot;https://3weidayin.com/zb_users/upload/2026/10/image_1792546756_3000.png&quot; alt=&quot;美国宣布禁止政府系统使用DeepSeek：我国回应了&quot; style=&quot;border: 0px; padding: 0px; max-width: 100%; margin: 20px auto; display: block; min-width: 100px; min-height: 102px; background: transparent; border-radius: 0px; position: relative;&quot;/&gt;&lt;div class=&quot;description&quot; style=&quot;margin: 12px 0px 0px; padding: 0px; box-sizing: border-box; color: rgb(172, 172, 172); font-size: 0.6rem;&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;美国宣布禁止政府系统使用DeepSeek：我国回应了&lt;/span&gt;&lt;/div&gt;&lt;/div&gt;&lt;div class=&quot;paragraph  &quot; id=&quot;7Yjcx7rXiT7ODdpbGrHAzIIPiOmiAG&quot; style=&quot;margin: 32px 0px 0px; padding: 0px; box-sizing: border-box; text-indent: 1.6rem; font-size: 0.8rem; color: rgb(34, 34, 34); line-height: 36.8px; word-break: break-all; overflow-wrap: normal; white-space: pre-wrap; overflow: hidden; font-family: &quot;Microsoft Yahei&quot;; background-color: rgb(255, 255, 255);&quot;&gt;&lt;span style=&quot;font-size: 18px;&quot;&gt;【本文结束】出处：快科技&lt;/span&gt;&lt;/div&gt;&lt;p style=&quot;margin: 5px 0px;&quot;&gt;&lt;br style=&quot;color: rgb(0, 0, 0); font-family: 微软雅黑, 宋体, Arial, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;&quot;/&gt;&lt;br/&gt;&lt;/p&gt;&lt;br/&gt;&lt;/body&gt;&lt;/html&gt;</description><pubDate>Wed, 21 Oct 2026 09:38:50 +0800</pubDate></item></channel></rss>