Leopold Aschenbrenner \u65d7\u4e0b\u5099\u53d7\u77da\u76ee\u7684 AI \u907f\u96aa\u57fa\u91d1\uff0c\u5728\u6578\u65e5\u5167\u5f9e\u5e02\u5834\u5bf5\u5152\u6dea\u70ba\u88ab\u8feb\u62cb\u552e\u8005\uff0c\u56e0\u70ba\u57fa\u790e\u5efa\u8a2d\u985e\u80a1\u906d\u9047\u6b98\u9177\u62cb\u552e\uff0c\u5f15\u767c\u8667\u640d\u3001\u4fdd\u8b49\u91d1\u58d3\u529b\uff0c\u6700\u7d42\u8207 Ken Griffin \u7684 Citadel \u9054\u6210\u7d13\u56f0\u5354\u8b70\u3002Situational Awareness \u57fa\u91d1\u65bc 2024 \u5e74\u6210\u7acb\uff0c\u7576\u6642 Aschenbrenner \u525b\u88ab OpenAI \u7684 Superalignment \u5718\u968a\u958b\u9664\uff1b\u8a72\u57fa\u91d1\u622a\u81f3 2026 \u5e74 6 \u6708\u5e95\u7684\u6de8\u5831\u916c\u7387\u7d04\u70ba 439%\uff0c\u4e26\u5728 7 \u6708\u521d\u81a8\u8139\u81f3\u7d04 450 \u5104\u7f8e\u5143\u7684\u5cf0\u503c\u3002\u96a8\u5f8c\uff0c\u8b93\u4ed6\u8072\u540d\u5927\u566a\u7684\u4ea4\u6613\u958b\u59cb\u5d29\u88c2\uff0c\u53bb\u69d3\u687f\u904e\u7a0b\u6210\u70ba\u4eca\u5e74\u6700\u6232\u5287\u5316\u7684\u907f\u96aa\u57fa\u91d1\u53cd\u8f49\u4e4b\u4e00\u3002<\/p>\n
\u8a72\u57fa\u91d1\u5c07\u516c\u958b\u80a1\u7968\u6295\u8cc7\u7d44\u5408\u51fa\u552e\u7d66 Citadel\uff0c\u4ea4\u6613\u900f\u904e\u5305\u62ec\u9ad8\u76db\u3001\u6469\u6839\u5927\u901a\u3001\u7f8e\u570b\u9280\u884c\u548c\u82b1\u65d7\u96c6\u5718\u5728\u5167\u7684\u4e3b\u8981\u7d93\u7d00\u5546\u5b89\u6392\uff0c\u9019\u5c0d\u9019\u4f4d\u66fe\u88ab\u8b7d\u70ba AI \u4ea4\u6613\u300c\u91d1\u7ae5\u300d\u7684 25 \u6b72\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u662f\u4e00\u500b\u6025\u8f49\u76f4\u4e0b\u7684\u8f49\u8b8a\u3002\u539f\u672c\u662f\u5c0d\u7522\u696d\u8d0f\u5bb6\u7684\u69d3\u687f\u62bc\u6ce8\uff0c\u7a81\u7136\u8b8a\u6210\u4e00\u500b\u6559\u8a13\uff0c\u8aaa\u660e\u7576\u64c1\u64e0\u7684\u4ea4\u6613\u53cd\u5411\u79fb\u52d5\u6642\uff0c\u52d5\u80fd\u53ef\u4ee5\u591a\u5feb\u74e6\u89e3\u3002\u4e00\u4f4d\u767c\u8a00\u4eba\u5426\u8a8d Situational Awareness \u6b63\u5728\u63a8\u92b7\u5176 Anthropic \u6301\u80a1\uff0c\u4f46\u8a72\u57fa\u91d1\u4ecd\u5fc5\u9808\u51fa\u552e\u5927\u90e8\u5206\u516c\u958b\u6301\u80a1\u4ee5\u7a69\u5b9a\u6295\u8cc7\u7d44\u5408\u3002<\/p>\n
\u640d\u5931\u5728 2026 \u5e74 7 \u6708\u8fc5\u901f\u4f86\u81e8\u3002AI \u57fa\u790e\u5efa\u8a2d\u985e\u80a1\uff0c\u539f\u672c\u662f\u8a72\u57fa\u91d1\u7684\u6838\u5fc3\u6301\u5009\uff0c\u906d\u5230\u5927\u5e45\u62cb\u552e\u3002Sandisk \u4e0b\u8dcc\u7d04 43%\uff0cBloom Energy \u4e0b\u8dcc\u7d04 31%\uff0cCoreWeave \u4e0b\u8dcc\u7d04 25%\uff0c\u62d6\u7d2f\u6295\u8cc7\u7d44\u5408\u9677\u5165\u56b4\u91cd\u8667\u640d\u3002\u8a72\u57fa\u91d1\u4e5f\u56e0\u653e\u7a7a\u8edf\u9ad4\u985e\u80a1\uff08\u5305\u62ec Adobe\uff09\u800c\u53d7\u5275\uff0c\u9019\u4e9b\u7a7a\u982d\u90e8\u4f4d\u8d70\u52e2\u4e0d\u5229\u3002CNBC \u5831\u5c0e\uff0c\u7a7a\u982d\u90e8\u4f4d\u7d04\u5360\u6295\u8cc7\u7d44\u5408\u7684 30%\uff0c\u4f7f\u5f97\u57fa\u91d1\u5728\u5e02\u5834\u8f2a\u52d5\u9060\u96e2 AI \u5efa\u8a2d\u984c\u6750\u6642\uff0c\u591a\u7a7a\u5169\u9762\u90fd\u66b4\u9732\u5728\u98a8\u96aa\u4e2d\u3002<\/p>\n
\u69d3\u687f\u7d50\u69cb\u4f7f\u75db\u82e6\u52a0\u5287\u3002\u8a72\u57fa\u91d1\u5ee3\u6cdb\u4f7f\u7528\u4e3b\u8981\u7d93\u7d00\u5546\u878d\u8cc7\uff0c\u9019\u4e9b\u5b89\u6392\u96a8\u8457\u8cc7\u7522\u50f9\u503c\u4e0b\u8dcc\u800c\u5f15\u767c\u8ffd\u7e73\u4fdd\u8b49\u91d1\u3002\u8def\u900f\u793e\u548c CNBC \u5831\u5c0e\uff0c\u53bb\u69d3\u687f\u8207\u9019\u4e9b\u58d3\u529b\u6709\u95dc\uff0c\u4f46\u7121\u6cd5\u78ba\u5b9a Citadel \u7684\u4ea4\u6613\u662f\u5426\u5b8c\u5168\u6eff\u8db3\u4e86\u6240\u6709\u8ffd\u7e73\u8981\u6c42\u3002\u7121\u8ad6\u5982\u4f55\uff0c\u5e02\u5834\u50b3\u9054\u7684\u8a0a\u606f\u5f88\u660e\u78ba\uff1a\u9019\u7b46\u4ea4\u6613\u8b8a\u5f97\u592a\u9f90\u5927\u3001\u592a\u5feb\uff0c\u800c\u4e14\u904e\u5ea6\u4f9d\u8cf4\u5c0d AI \u57fa\u790e\u5efa\u8a2d\u4e0d\u9593\u65b7\u7684\u71b1\u60c5\u3002<\/p>\n
\u9019\u7b46\u4ea4\u6613\u672c\u8eab\u51f8\u986f\u4e86 AI \u9818\u57df\u5df2\u8b8a\u5f97\u591a\u9ebc\u64c1\u64e0\u3002Citadel\uff0c\u5e02\u5834\u4e0a\u6700\u5f37\u5927\u7684\u907f\u96aa\u57fa\u91d1\u4e4b\u4e00\uff0c\u5728 2026 \u5e74 7 \u6708 30 \u65e5\u5de6\u53f3\u4ecb\u5165\uff0c\u6536\u8cfc\u4e86 Situational Awareness \u5927\u90e8\u5206\u516c\u958b\u80a1\u7968\u6295\u8cc7\u7d44\u5408\u3002\u8a72\u4ea4\u6613\u7531\u8207\u57fa\u91d1\u76f8\u95dc\u7684\u4e3b\u8981\u7d93\u7d00\u5546\u4fc3\u6210\u3002\u5b98\u65b9\u50f9\u683c\u672a\u63ed\u9732\uff0c\u5404\u5831\u5c0e\u4e2d\u4ea4\u6613\u7684\u78ba\u5207\u898f\u6a21\u4e5f\u4e0d\u6e05\u695a\uff0c\u4f46\u66f4\u5ee3\u6cdb\u7684\u7d50\u679c\u662f\u660e\u78ba\u7684\uff1a\u9019\u662f\u4e00\u5834\u88ab\u8feb\u7684\u98a8\u96aa\u524a\u6e1b\uff0c\u5c07\u516c\u958b\u5e02\u5834\u66dd\u96aa\u5f9e Aschenbrenner \u8f49\u79fb\u5230 Griffin \u7684\u516c\u53f8\u3002<\/p>\n
\u5c0d\u65bc\u95dc\u6ce8 AI \u4ea4\u6613\u7684\u6295\u8cc7\u4eba\u4f86\u8aaa\uff0c\u5f8c\u679c\u5e7e\u4e4e\u7acb\u5373\u5728\u76e4\u9762\u4e0a\u986f\u73fe\u3002iShares \u534a\u5c0e\u9ad4 ETF\uff08SOXX\uff09\u5728 7 \u6708 30 \u65e5\uff08\u9031\u56db\uff09Citadel \u4ea4\u6613\u6d88\u606f\u50b3\u51fa\u5f8c\u4e0a\u6f32 8.5%\u3002IREN\u3001Sandisk \u548c CoreWeave \u5728\u540c\u4e00\u4ea4\u6613\u65e5\u4e0a\u6f32\u8d85\u904e 20%\uff0c\u9019\u662f\u4e00\u6ce2 relief rally\uff0c\u986f\u793a\u4ea4\u6613\u54e1\u5728\u53bb\u69d3\u687f\u6d88\u606f\u51fa\u73fe\u5f8c\u6025\u65bc\u8cb7\u9032\u8a72\u65cf\u7fa4\u3002\u5373\u4fbf\u5982\u6b64\uff0cSOXX \u5728\u9031\u56db\u53cd\u5f48\u524d\uff0c\u622a\u81f3\u524d\u4e09\u4ea4\u6613\u65e5\u7576\u9031\u4ecd\u4e0b\u8dcc 11.8%\uff0c\u986f\u793a\u5148\u524d\u7684\u62cb\u552e\u6709\u591a\u5287\u70c8\u3002<\/p>\n
Aschenbrenner \u570d\u7e5e\u55ae\u4e00\u8ad6\u9ede\u5efa\u7acb Situational Awareness\uff1aAI \u57fa\u790e\u5efa\u8a2d\u662f\u8868\u9054\u5373\u5c07\u5230\u4f86\u7684\u652f\u51fa\u9031\u671f\u6700\u6e05\u6670\u7684\u65b9\u5f0f\u3002\u9019\u500b\u60f3\u6cd5\u5728\u5931\u6548\u524d\u4e00\u76f4\u6709\u6548\u3002\u8a72\u57fa\u91d1\u622a\u81f3 6 \u6708\u7684\u6536\u76ca\u975e\u51e1\uff0c\u4f46\u5176\u80cc\u5f8c\u7684\u7d50\u69cb\u4e5f\u62db\u81f4\u9ebb\u7169\u3002\u7576\u63a8\u52d5\u4e0a\u6f32\u7684\u540c\u4e00\u6279\u80a1\u7968\u958b\u59cb\u4e0b\u6ed1\u6642\uff0c\u69d3\u687f\u653e\u5927\u4e86\u4e0b\u884c\u98a8\u96aa\uff0c\u7a7a\u982d\u90e8\u4f4d\u5247\u589e\u52a0\u4e86\u53e6\u4e00\u500b\u640d\u5931\u4f86\u6e90\u3002\u5728\u5982\u6b64\u5feb\u901f\u7684\u5e02\u5834\u4e2d\uff0c\u7576\u6d41\u52d5\u6027\u6d88\u5931\u4e14\u76f8\u95dc\u6027\u98c6\u5347\u6642\uff0c\u5373\u4f7f\u662f\u5f37\u52c1\u7684\u6558\u4e8b\u4e5f\u53ef\u80fd\u6210\u70ba\u8ca0\u50b5\u3002<\/p>\n
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\u4eba\u70ba\u6232\u5287\u53ea\u6703\u8b93\u6545\u4e8b\u66f4\u5c16\u92b3\u3002CNBC \u5831\u5c0e\uff0cAschenbrenner \u539f\u5b9a\u5728\u53bb\u69d3\u687f\u7684\u90a3\u500b\u9031\u672b\u7d50\u5a5a\uff0c\u9019\u5c0d\u4e00\u5834\u8b93\u4ed6\u7684\u4ea4\u6613\u5224\u65b7\u5099\u53d7\u95dc\u6ce8\u7684\u7206\u5009\u4e8b\u4ef6\u4f86\u8aaa\uff0c\u662f\u4e00\u500b\u5f15\u4eba\u6ce8\u76ee\u7684\u80cc\u666f\u3002\u5c0d\u65bc\u4e00\u4f4d\u5df2\u6210\u70ba AI \u6295\u8cc7\u754c\u5076\u50cf\u7d1a\u4eba\u7269\u7684\u7d93\u7406\u4eba\u4f86\u8aaa\uff0c\u9019\u6b21\u53cd\u8f49\u4e0d\u50c5\u662f\u8ca1\u52d9\u4e0a\u7684\uff0c\u66f4\u662f\u8072\u8b7d\u4e0a\u7684\u3002\u4e00\u500b\u56e0 AI \u6a02\u89c0\u60c5\u7dd2\u800c\u589e\u9577\u81f3\u6578\u767e\u5104\u7f8e\u5143\u7684\u57fa\u91d1\uff0c\u73fe\u5728\u537b\u56e0\u540c\u4e00\u5e02\u5834\u7684\u61f7\u7591\u800c\u9700\u8981\u7d13\u56f0\u3002<\/p>\n
\u5373\u4f7f\u5728\u51fa\u552e\u4e4b\u5f8c\uff0cSituational Awareness \u4e26\u672a\u6d88\u5931\u3002\u8def\u900f\u793e\u548c Yahoo Finance \u5831\u5c0e\uff0c\u8a72\u516c\u53f8\u4fdd\u7559\u4e86\u7d04 100 \u5104\u7f8e\u5143\u7684\u8cc7\u7522\uff0c\u5305\u62ec\u79c1\u4eba\u6295\u8cc7\u3002\u5176\u4e2d\u6700\u91cd\u8981\u7684\u662f\u5176 Anthropic \u6301\u80a1\uff0c\u50f9\u503c\u7d04 50 \u5104\u7f8e\u5143\u3002\u9019\u5f88\u91cd\u8981\uff0c\u56e0\u70ba\u5982\u679c\u8a72\u516c\u53f8\u8d70\u5411 IPO\uff0c\u79c1\u4eba AI \u66dd\u96aa\u53ef\u4ee5\u7de9\u885d\u516c\u958b\u5e02\u5834\u640d\u5931\u7684\u885d\u64ca\u3002\u8def\u900f\u793e\u548c Yahoo Finance \u8868\u793a\uff0cAnthropic \u53ef\u80fd\u6700\u5feb\u5728 2026 \u5e74 10 \u6708\u4e0a\u5e02\uff0c\u8a72\u65b0\u5275\u516c\u53f8\u5728 2026 \u5e74 5 \u6708\u7684 H \u8f2a\u878d\u8cc7\u4e2d\u4f30\u503c\u7d04\u70ba 9650 \u5104\u7f8e\u5143\u3002<\/p>\n
\u9019\u7d66\u4e86 Aschenbrenner \u81f3\u5c11\u4e00\u689d\u6f5b\u5728\u7684\u5fa9\u7526\u4e4b\u8def\u3002\u5982\u679c Anthropic \u4ee5\u63a5\u8fd1\u7576\u524d\u9810\u671f\u7684\u4f30\u503c\u4e0a\u5e02\uff0c\u4fdd\u7559\u7684\u79c1\u4eba\u6301\u80a1\u53ef\u80fd\u7522\u751f\u53ef\u89c0\u7684\u610f\u5916\u4e4b\u8ca1\uff0c\u4e26\u6709\u52a9\u65bc\u62b5\u6d88\u516c\u958b\u80a1\u7968\u53bb\u69d3\u687f\u7684\u640d\u5931\u3002\u4f46\u90a3\u662f\u672a\u4f86\u7684\u4ea4\u6613\uff0c\u4e0d\u662f\u73fe\u5728\u7684\u89e3\u6c7a\u65b9\u6848\u3002\u76ee\u524d\uff0c\u8a72\u57fa\u91d1\u6700\u5927\u7684\u52dd\u5229\u53ef\u80fd\u662f\u907f\u514d\u66f4\u5fb9\u5e95\u7684\u5d29\u6f70\u3002\u516c\u958b\u6295\u8cc7\u7d44\u5408\u5df2\u51fa\u552e\uff0c\u69d3\u687f\u5df2\u524a\u6e1b\uff0c\u6295\u8cc7\u7d44\u5408\u4ecd\u4fdd\u7559\u5927\u91cf\u79c1\u4eba\u516c\u53f8\u90e8\u4f4d\u3002<\/p>\n
\u5c0d AI \u5e02\u5834\u66f4\u5ee3\u6cdb\u7684\u6559\u8a13\u66f4\u96e3\u5ffd\u8996\u3002\u4eca\u5e74\u7684\u8d0f\u5bb6\u5efa\u7acb\u5728\u5be6\u969b\u652f\u51fa\u548c\u6295\u6a5f\u904e\u5269\u7684\u6df7\u5408\u4e4b\u4e0a\uff0c\u800c\u7576\u69d3\u687f\u4ecb\u5165\u6642\uff0c\u5169\u8005\u4e4b\u9593\u7684\u754c\u7dda\u53ef\u80fd\u8fc5\u901f\u6a21\u7cca\u3002Aschenbrenner \u7684\u5d1b\u8d77\u986f\u793a\u4e86\u9019\u500b\u4e3b\u984c\u6709\u591a\u5f37\u5927\u3002\u4ed6\u7a81\u7136\u7684\u53cd\u8f49\u986f\u793a\uff0c\u7576\u9019\u500b\u4e3b\u984c\u6700\u6fc0\u9032\u7684\u8868\u9054\u4e4b\u4e00\u906d\u9047\u6025\u5287\u3001\u7121\u5e8f\u7684\u56de\u8abf\u6642\u6703\u767c\u751f\u4ec0\u9ebc\u3002\u9019\u7b46\u4ea4\u6613\u6c92\u6709\u6d88\u5931\uff0c\u53ea\u662f\u63db\u4e86\u624b\uff0c\u5f9e\u5e02\u5834\u4e0a\u6700\u97ff\u4eae\u7684\u591a\u982d\u4e4b\u4e00\uff0c\u8f49\u79fb\u5230\u6700\u5f37\u5927\u7684\u8cb7\u5bb6\u4e4b\u4e00\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
Leopold Aschenbrenner \u65d7\u4e0b\u5099\u53d7\u77da\u76ee\u7684 AI \u907f\u96aa\u57fa\u91d1\uff0c\u5728\u6578\u65e5\u5167\u5f9e\u5e02\u5834\u5bf5\u5152\u6dea\u70ba\u88ab\u8feb\u62cb\u552e\u8005\uff0c\u56e0\u70ba\u57fa\u790e\u5efa\u8a2d\u985e\u80a1\u906d\u9047\u6b98\u9177\u62cb\u552e\uff0c\u5f15\u767c\u8667\u640d\u3001\u4fdd\u8b49\u91d1\u58d3\u529b\uff0c\u6700\u7d42\u8207 Ken Griffin \u7684 Citadel \u9054\u6210\u7d13\u56f0\u5354\u8b70\u3002<\/p>\n","protected":false},"author":48,"featured_media":587492,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[425],"tags":[675,793],"class_list":["post-654296","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-companies-zh-hant","tag--zh-hant","tag-793"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/654296","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/48"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=654296"}],"version-history":[{"count":1,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/654296\/revisions"}],"predecessor-version":[{"id":654397,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/654296\/revisions\/654397"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/587492"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=654296"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=654296"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=654296"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}