《大行》中银国际:Anthropic与OpenAI吁“放慢前沿模型节奏” 惟美国不会接受“AI熄火”

阿斯达克财经
4 hours ago

中银国际发表研究报告指,2026年9月Anthropic与OpenAI先后呼吁“放慢前沿模型节奏”,马斯克亦附和,表面是安全共识,实则是前沿实验室试图把“安全”转化为准入权、评估权及标准权;惟白宫前AI沙皇David Sacks点破此举属监管捕获,而特朗普政府把AI视为对华战略及制造业、美元回流抓手,美国不会接受“AI熄火”。该行认为,即使前沿模型“限速”,亦不会终结AI硬件周期,而是把资本开支从...

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