【期货热点追踪】2050年全球碳酸锂需求近700万吨！花千亿美元建134座矿，还是靠回收救场？面对这场千亿美元级别的资本与时间赛跑，市场到底在交易怎样的长期预期？点击了解。

超微电脑(SMCI.O)美股盘前上涨16%，此前公司预计第一季度营收高于预期。

Oct. 22, 2026, Hangzhou — At the World Physical AI Conference, Yushu Technology chairman and CTO Wang Xingxing said leading large-model developers have, to some extent, achieved internal model self‑evolution, with models writing code and collecting data while humans provide guidance. He warned diffusion from technical breakthroughs to broad public use typically takes 5–10 years, noted physical AI is already showing early signs of breakthrough, and identified aligning AI models’ inputs and outputs with real robots as the central challenge for embodied intelligence to move past the ChatGPT moment.