第1期｜门槛与账本：AI 安全能力收紧，算力账单摊开

《不远不近》第1期｜本期看点 OpenAI 发布网络安全专用模型 GPT-6 Cyber：在火狐中找出 81 个高危漏洞，但只向审核过的防守方开放。 月之暗面放出 Kimi K3.1 Pro 完整权重，腾讯发布 Hy4：开放权重模型如何在训练中主动削减攻击能力。 Anthropic 更新招股书：季度营收约 170 亿美元，算力承诺约 8954 亿美元，增速开始放缓。 美国中期选举后 AI 与芯片股大跌，而 AMD 刚交出数据中心收入近翻倍的财报：瓶颈正从芯片转向电力与审批。 资料来源 GPT-6 Cyber: Advancing the frontier of aligned cybersecurity agents｜OpenAI｜2026-11-05｜https://openai.com/index/introducing-gpt-6-cyber Introducing Kimi K3.1 Pro（技术博客）｜Moonshot AI｜2026-10-23｜https://www.kimi.ai/blog/kimi-k3-1-pro moonshotai/Kimi-K3.1-Pro 模型卡｜Hugging Face / Moonshot AI｜2026-11-04｜https://huggingface.co/moonshotai/Kimi-K3.1-Pro 腾讯混元发布Hy4，跻身最强开源模型之列｜腾讯｜2026-11-04｜https://www.tencent.com/zh-cn/tencent-launches-hy4-joining-the-ranks-of-the-worlds-leading-open-source-ai-models Anthropic, PBC Form S-1/A（Amendment No. 1）｜美国证监会 EDGAR｜2026-11-02｜https://www.sec.gov/Archives/edgar/data/2130357/000162828026068676/anthropicpbc-sx1ax1.htm Anthropic reports $17 billion in Q3 revenue, purchase commitments of $895.4 billion in revised S-1｜CNBC｜2026-11-02｜https://www.cnbc.com/2026/11/02/anthropic-ant-s-1-quarter-financials.html Anthropic's amended IPO filing shows Q3 revenue of $17.0B｜StockAnalysis｜2026-11-02｜https://stockanalysis.com/news/anthropic-third-quarter-revenue-17-billion-ipo-filing/ AMD Reports Third Quarter 2026 Financial Results｜AMD｜2026-11-03｜https://ir.amd.com/news-events/press-releases/detail/1303/amd-reports-third-quarter-2026-financial-results Investors wipe $2.5 trillion off Nasdaq as blue tsunami prompts AI fears｜Reuters（via Investing.com）｜2026-11-05｜https://www.investing.com/news/stock-market-news/ai-datacenter-stocks-slip-as-democratic-sweep-clouds-expansion-plans-5003196 AI stocks hammered by midterm shock as data center buildout becomes a 'war of attrition'｜CNBC｜2026-11-06｜https://www.cnbc.com/2026/11/06/ai-data-center-midterms-selloff.html 本节目由 AI 辅助研究并使用合成语音制作，内容可能存在错误，请以原始来源为准。