微软(MSFT.O)高管：搭载英伟达(NVDA.O)芯片的RTX Spark设备在生成图像方面快于苹果最快的芯片。

San Francisco's Board of Supervisors on Tuesday unanimously approved a 45-day moratorium on new data centers, effective immediately and renewable for roughly two years, while officials weigh longer-term limits. The move, part of growing U.S. pushback against AI infrastructure, explicitly targets projects including a proposed Bayview-Hunters Point development; sponsors said the neighborhood has shouldered heavy air pollution and environmental‑justice burdens. The city is home to OpenAI and ANTHROPIC. Other U.S. jurisdictions have already restricted data-center builds over concerns about water use, power costs and environmental impact.

Zhongyuan Real Estate Research Institute reports new-home subscriptions across 50 key Chinese cities rose more than 15% YoY over the National Day holiday. Market displayed a K-shaped divergence: core cities saw activity rebound, ordinary cities showed moderate recovery and weaker-tier cities remained under pressure. Site visits and viewings rebounded sharply, but broad transaction volumes did not — price cuts to drive sales remain the primary inventory-clearance tool and recovery is structurally uneven. Compared with late September before recent policies took effect, visit and showing increases outpaced actual contract signings. Zhongyuan noted the policy mix driving demand: a first-home mortgage interest subsidy effective Oct. 1, the Aug. 28 housing sales reform, local provident fund optimizations and tax refunds for selling old/buying new — together forming the strongest policy package in this Golden Sept–Silver Oct cycle. Buyer behavior was concentrated: many used the holiday to compare properties without shortening decision cycles; rapid visit-to-sale conversion was limited to prime locations in first-tier and stronger second-tier cities and high-certainty projects.