力拓(RIO.N)首席执行官：随着嘉能可六个月停滞期接近结束，公司目前专注于自身业务。

Zhongji Xuchuang told investors its 1.6T ASP is well above market rumours and the industry is not engaging in cutthroat price competition. Overall demand is very strong, raw materials are scarce and 1.6T deliveries are tight; only a few vendors can deliver 1.6T at scale. The company says its pricing is competitive and can sustain current gross margins. Nearly all customer orders already cover full-year 2026, with some orders extending into 2027 and delivery schedules broken down monthly. For 2027 the company sees clear, high-certainty demand and rapid growth for 800G, 1.6T, 2.4T and NPO products; several key customers have issued sizeable new-product guidance for 2028. Zhongji Xuchuang expects downstream key customers’ capex to remain robust and customer investment in the sector to continue rising.

A joint statement signed by 1,132 employees at frontier AI firms including OpenAI, Meta, Google and Anthropic warned automation of AI R&D may be near and, while timing is uncertain, a material risk exists that rapid capability breakthroughs could outpace human understanding and control. The signatories said industry, governments and society need time to address emerging risks, build safety guardrails and strengthen regulatory frameworks, but firms and countries face a competitive dilemma—no one is willing to slow alone. They urged the US government to build on existing monitoring of frontier model releases and push an international collaboration to develop the technical and governance tools needed to prudently guide automated AI R&D.