2026 年科技行业的 100 条预测：基础设施、AI、生物科技、机器人与自动驾驶、加密货币、半导体、能源、国防科技…

11 Predictions for 2026 Every year I make a list of predictions & score last year’s predictions. 2025 was a good year : I scored 7.85 out of 10. Here are my predictions for 2026 : 1. Businesses pay more for AI agents than people for the first time. This has already happened

#SpaceX is targeting a mid-to-late 2026 IPO with a staggering $1.5 trillion valuation That would place it far ahead of today’s most valuable private companies - including OpenAI, ByteDance, and Anthropic - and make it one of the largest public market debuts ever.

2. SpaceX瞄准2026年中期IPO，估值1.5万亿美元，将成为有史以来最大IPO之一

来源: Ed Ludlow (Bloomberg)

链接:

Markets Today@marketsday

Benzinga @Benzinga

SpaceX is targeting a mid-to-late 2026 IPO with a staggering $1.5 trillion valuation That would place it far ahead of today’s most valuable private companies - including OpenAI, ByteDance, and Anthropic - and make it one of the largest public market debuts ever.

4:21 PM · Dec 22, 2025 · 228 浏览量

3. Anthropic准备最早于2026年上市，估值超3000亿美元，年营收将达200-260亿美元

来源: Aakash Gupta, Financial Times

链接:

Aakash Gupta@aakashg0

Anthropic isn’t racing OpenAI to go public. The math shows something different. Anthropic just raised at $350B and is targeting a $300-350B IPO. That’s zero markup. OpenAI raised at $300-500B and is targeting $1T. That’s a 2-3x jump. When you IPO at the same price you just

The Kobeissi Letter @KobeissiLetter

BREAKING: Anthropic is preparing to go public by as soon as 2026 in what is expected to be one of the biggest IPOs in history, per FT. Anthropic is currently in talks for a funding round valuing the company at over $300 billion.

4:29 AM · Dec 3, 2025 · 863K 浏览量

81 回复 · 71 转发 · 1.14K 点赞

4. 数据中心建设将达到美国GDP的3.5%，AI基础设施投资到2030年需要6.7万亿美元

来源: Tomasz Tunguz, McKinsey

链接:

BusinessIntelligence@bimedotcom

5. 2026年将是’延迟之年’：数据中心和AGI时间表都将推迟，但终端用户AI采用将加速

来源: David Cahn (Sequoia Capital)

链接:

AI in 2026: The Tale of Two AIs sequoiacap.com/article/ai-in-… ✍️ @DavidCahn6 via @sequoia 👉 2026 will be the “Year of Delays” for data centers and AGI; it will also see accelerating AI adoption by end-users 👉 "Enterprises shift from DIY fatigue to startup solutions" @Corix_JC

sequoiacap.com

AI in 2026: A Tale of Two AIs | by David Cahn

5:18 PM · Dec 12, 2025 · 675 浏览量

25 转发 · 34 点赞

6. Big Tech需求将与尚未规模化的供应链正面碰撞，工业参与者可能造成瓶颈

来源: Sequoia Capital

链接:

MastersInvest.com@mastersinvest

'A.I. in 2026' 'These countervailing forces will collide in 2026: soaring Big Tech demand will run headfirst into a supply chain that hasn’t scaled fast enough to match it.' 'Industrial players, which tend to be overlooked due to their fragmentation and lack of market power,

12:24 AM · Dec 19, 2025 · 1.47K 浏览量

1 转发 · 10 点赞

7. 到2026年底，30%的国际支付将通过稳定币发行

来源: Tomasz Tunguz

链接:

Delphi Digital@Delphi_Digital

8. 稳定币总供应将在2026年初超过3000亿美元，月交易量增长40%，已成为第19大美国国债持有者

来源: Four Pillars, Delphi Digital

链接:

Our 2026 Infra Year Ahead Report is out now! Stablecoins have become the most important infrastructure story in crypto. Every fintech wave promised to fix payments but just layered better UX on the same infrastructure. Revolut and Nubank delivered better experiences while

5:58 PM · Dec 17, 2025 · 27.8K 浏览量

38 回复 · 26 转发 · 117 点赞

9. 云AI半导体市场2026年将同比增长40%-50%

来源: Morgan Stanley

链接:

Morgan Stanley's Detailed Analysis of the TSMC CoWoS Capacity Battle: NVIDIA Secures 60%, Cloud AI Chip Market to Surge 40-50% by 2026 According to a recent research report from Morgan Stanley, a detailed forecast has been released regarding the allocation of CoWoS capacity

7:54 AM · Jul 29, 2025 · 79K 浏览量

5 回复 · 35 转发 · 157 点赞

10. TSMC的CoWoS产能将在2026年增长33%以上，达到9-9.5万片晶圆/月

来源: Morgan Stanley, UBS

链接:

Semiconductor Survey: CoWoS Expansion Drives Computing Chip Growth, B30 Export to China a Key Variable Morgan Stanley (C. Chan, 25/06/30) Morgan Stanley's survey indicates that TSMC's CoWoS capacity is expected to grow by over 30% in 2026, which will support the NVIDIA and AI

10:30 PM · Jul 3, 2025 · 13.2K 浏览量

4 转发 · 26 点赞

11. Starlink V3卫星将在2026年通过Starship发射，每次发射增加60 Tbps带宽容量，是V2的20倍

来源: SpaceX, Elon Musk

链接:

Mario Nawfal@MarioNawfal

🇺🇸 STARLINK V3 IS HERE AND IT’S 10X FASTER, 10X HEAVIER, 100% SAVAGE SpaceX just dropped a monster. The new Starlink V3 satellites are massive, fast, and built to rewrite the rules of global internet. Each one weighs about 1,900-2,000 kg and delivers 1 terabit per second of

Mario Nawfal @MarioNawfal

STARLINK'S V3 TERABIT ERA IS ABOUT TO LAUNCH Starship’s next SpaceX payload isn’t just bigger – it’s brainier! Orbital Overload: •⁠ ⁠V3 satellites rumored to pack 1 terabit of downlink capacity each •⁠ ⁠Starship launches could drop 60 Tbps of bandwidth per flight https://t.co/QogF6vWdwg

10:48 AM · Nov 14, 2025 · 46.4K 浏览量

32 回复 · 32 转发 · 181 点赞

12. JPMorgan和Coinbase合作将在2026年推出银行账户连接和奖励积分转换USDC功能

来源: Kaupr.io

链接:

Kaupr.io - FUTURE OF FINANCE@kaupr_io

https://t.co/pG7kdkdGB2

6:05 PM · Aug 3, 2025 · 561 浏览量

2 转发 · 7 点赞

二、AI模型与能力 (13-28)

13. 到2026年底，AI Agent将能够自主执行8小时以上的工作流程，根本改变公司的项目人员配置

来源: Tomasz Tunguz

链接:

14. 企业为AI Agent支付的费用将首次超过为员工支付的费用

来源: Tomasz Tunguz

链接:

According to the recent #IEEE survey of global technology leaders, experts predict that 2026 will be a big year for agentic AI. Visit IEEE Transmitter to browse the survey results and read predictions from Impact Creators: bit.ly/4orYiqd

15. 2026年将是Agentic AI大年，AI从副驾驶进化为自主同事

来源: IEEE, Tech Startups, IDC

链接:

IEEE@IEEEorg

4:35 PM · Nov 11, 2025 · 1.98K 浏览量

3 回复 · 6 转发 · 8 点赞

16. SaaS和Agent在2026年完全融合，每个SaaS产品都变成Agent平台，不适应者将死亡或被收购

来源: Greg Isenberg

链接:

2026 AI predictions 1. SaaS and agents merge completely in 2026. Every SaaS product becomes an agent platform, and every agent platform builds SaaS features. The ones that don't adapt die or get bought for pennies. 2. Google continues to crush in 2026. OpenAI feels the heat.

2:57 PM · Sep 9, 2025 · 27.3K 浏览量

17. Anthropic预测2026年底可构建强大AI系统，2027年运行多个副本

来源: Jack Clark (Anthropic)

链接:

Zvi Mowshowitz@TheZvi

https://t.co/sR8Sq5LRVF

5 回复 · 5 转发 · 78 点赞

18. Blackwell架构模型将在2026年Q2展示显著性能提升，预训练的Scaling Laws仍然有效

来源: Gavin Baker

链接:

Gavin Baker@GavinSBaker

https://t.co/boFKQfPb3G

8:54 PM · Nov 19, 2025 · 1.13M 浏览量

170 回复 · 506 转发 · 3.42K 点赞

19. 开源模型的规模化将继续，MoE、混合注意力、稠密微调等趋势将持续

来源: Nathan Lambert

链接:

Nathan Lambert@natolambert

Open models year in review What a year! We're back with an updated open model builder tier list, our top models of the year, and our predictions for 2026. First, the winning models: 1. DeepSeek R1 (@deepseek_ai): Transformed the AI world 2. Qwen 3 Family (@AlibabaGroup): The new

8:19 PM · Dec 14, 2025 · 335K 浏览量

60 回复 · 263 转发 · 1.52K 点赞

20. 语音AI将在2026年爆发，打字将成为AGI级生产力的瓶颈

来源: Allie K. Miller

链接:

Allie K. Miller@alliekmiller

Voice AI is going to explode in 2026. Here’s what I’m seeing: 1. Dictation has completely changed how I work I go on walks where I dictate to Otter for 40min. I built an app this weekend while lifting weights. The productivity gain is real. 2. Phone booths everywhere I

8:57 PM · Dec 15, 2025 · 218K 浏览量

293 回复 · 217 转发 · 1.94K 点赞

21. 无限上下文娱乐将终结试播季，Netflix让你为自己续播被取消的剧集

来源: Greg Isenberg

链接:

22. Voice AI将创造首个后智能手机杀手级应用

来源: Greg Isenberg

链接:

Daniel Khachab@DanielKhachab

23. 到2026年，99%的代码将由AI生成

来源: 行业共识 (via kimmonismus)

链接:

RT @kimmonismus: Looks like almost everyone agrees that by 2026 99% of all code will be AI generated. What a time to be alive. https://t.c…

12:00 PM · Mar 18, 2025

102 转发

24. AI预算将首次受到审查，小型语言模型和开源替代品将更受欢迎

来源: Tomasz Tunguz

链接:

25. Agent数据访问模式将压垮现有数据库，需要重新设计数据库架构

来源: Tomasz Tunguz

链接:

26. 向量数据库收入将爆炸式增长，成为基础模型和企业数据之间的连接组织

来源: Tomasz Tunguz

链接:

27. IBM预计2026年实现’量子优势’，2029年实现容错量子计算

来源: IBM, QANplatform

链接:

QANplatform@QANplatform

ibm.com/quantum/blog/l… IBM’s latest quantum roadmap is a wake-up call for blockchain and crypto devs. IBM expects “quantum advantage” by 2026 and fault-tolerant quantum computing by 2029: “Now, while we’re confident in our plans to deliver fault-tolerance by 2029, we expect to

ibm.com

IBM lays out clear path to fault-tolerant quantum computing | IBM Quantum Computing Blog

1:53 PM · Jun 16, 2025 · 8.95K 浏览量

29 回复 · 60 转发 · 203 点赞

28. AI ASIC芯片出货量2026年将增长10%，Trainium 3将在Q4 2025-Q1 2026量产

来源: JPMorgan, Jukan

链接:

Mixed Feedback on AI ASICs, but Meta’s MTIA Represents Potential Upside in the Next Phase-JPM We forecast that AI ASIC chip shipments will grow by approximately 40% YoY in 2025, reaching around 4 million units. This follows a high base in 2024 (70% YoY growth), largely driven by

2:37 PM · May 22, 2025 · 32K 浏览量

4 回复 · 6 转发 · 49 点赞

三、生物科技与医疗健康 (29-44)

29. AI将药物开发时间减少50%以上，成本降低20-30%

来源: AlphaSense

链接:

AlphaSense@AlphaSenseInc

“Instead of years, now we spend weeks or months [on a project]. [AI] has reduced, I would say, [drug development time] more than 50%. …In terms of cost, it's reduced by 20%, 30%.” The healthcare industry is entering a pivotal period. In 2026, success will depend not only on

7:22 PM · Dec 22, 2025 · 1.93K 浏览量

2 转发 · 4 点赞

30. 2026年将是AI生物技术能否真正交付药物的关键测试年

来源: Endpoints News

链接:

Endpoints News@endpts

After years of model-building hype, AI biotechs are refocusing on molecules — with 2026 shaping up as a key test of whether AI can deliver real drugs.

endpoints.news

Models are out, molecules are in as AI startups sprint to clinic

5:45 PM · Dec 17, 2025 · 960 浏览量

1 回复 · 1 转发 · 2 点赞

31. GLP-1药物(如Ozempic)将被正式定位为长寿药物，Eli Lilly和Novo Nordisk都已承认其抗衰老潜力

来源: Peter Fedichev, ARDD Conference

链接:

Peter Fedichev@fedichev

We are witnessing a revolution: GLP-1 drugs (like Ozempic, Wegovy, and related semaglutides) are storming the markets, generating over $40 billion in annual sales for Novo Nordisk alone in 2024, with the broader GLP-1 market projected to exceed $50 billion by 2025 as demand

2:53 PM · Jul 31, 2025 · 72.4K 浏览量

16 回复 · 23 转发 · 190 点赞

32. GLP-1药物可能延长平均寿命5-10年，下一个革命将是生成肌肉的疗法

来源: Dr. Derya Unutmaz

链接:

Derya Unutmaz, MD@DeryaTR_

I have been recommending GLP-1 drugs as longevity treatments for some time. It’s great to see one of the major producers, Eli Lilly, now agrees. I’d argue these drugs alone could extend average lifespan by 5–10 years. The next revolution will be therapies that generate muscle.

Alex Zhavoronkov, PhD (aka Aleksandrs Zavoronkovs) @biogerontology

World's First Longevity Medicine? We are living history: for the first time in history of the modern pharmaceutical industry two of the largest biopharmaceutical companies strongly suggested that GLP-1s are Longevity Drugs! On Thursday, August 28th, Eli Lilly's R&D head, Dr.

2:23 PM · Sep 4, 2025 · 17.9K 浏览量

17 回复 · 11 转发 · 134 点赞

33. Semaglutide(Ozempic/Wegovy主要成分)专利将在2026年在中国到期，仿制药竞争开启

来源: Bloomberg, Reuters

链接:

Bloomberg@business

Sandoz Group plans to launch a semaglutide generic drug in Canada when the patent for the main ingredient of blockbuster diabetic and weight-loss drugs like Ozempic and Wegovy wears off in 2026. trib.al/8UBtywW

4:40 PM · Sep 3, 2024 · 23.2K 浏览量

5 回复 · 1 点赞

34. 巴西药企Hypera计划2026年推出semaglutide仿制药，印度药企也在挑战相关专利

来源: Reuters

链接:

Reuters@Reuters

Brazilian drugmaker Hypera plans to launch next year a generic version of semaglutide, the active ingredient of Novo Nordisk's blockbuster diabetes and weight-loss drug Ozempic, Hypera's chief executive said on Friday. reuters.com/business/healt…

3:50 AM · Mar 22, 2025 · 42.7K 浏览量

6 回复 · 11 转发 · 30 点赞

35. GLP-1受体激动剂将转变心理健康领域：自杀减少58%，抑郁减少37%，药物滥用减少42%

来源: Daniel Coyne

链接:

Daniel Coyne@DrDanMO

I hope he;s right. Major issues with this view are the barriers to widespread use of these drugs, and they are not administered long term.

Robert Y. Chen @therealRYC

🚨GLP-1 receptor agonists will transform mental health over the next five years: » Suicide: 58% reduction » Depression: 37% reduction » Substance use disorder: 42% reduction n=174,000 obese adults who initiated GLP-1RAs in a target trial emulation published yesterday.

10:30 AM · Sep 1, 2025 · 131 浏览量

36. 长寿和抗衰老治疗市场预计到2030年将达到442亿美元，2026年将是关键增长年

来源: David Sinclair

链接:

David Sinclair@davidasinclair

Future of Aging: Longevity & Anti-senescence Therapy Market to Reach $44.2 Billion by 2030 newstrail.com/longevity-and-…

8:33 PM · Jun 23, 2025 · 49.6K 浏览量

29 回复 · 67 转发 · 590 点赞

37. 2026年Nature Medicine重点关注：衰老时钟、AI诊断、液体活检、阿尔茨海默病等领域突破

来源: Nature Medicine

链接:

Nature Medicine@NatureMedicine

⚡Our December issue is live! Check out our Year in Review for 2025 highlights and a what to look out for in 2026; also featuring news, opinioin and new research on #agingclocks, #AI diagnostics, #liquidbiopsies, #Alzheimersdisease, #PCOS, #sepsis, #backpain, #prostatecancer and

12:53 PM · Dec 18, 2025 · 17.3K 浏览量

11 转发 · 83 点赞

38. CRISPR基因编辑将成为生物学最重要突破之一，一次性治愈将成为好生意

来源: Cathie Wood (ARK Invest)

链接:

Cathie Wood@CathieDWood

Thank you, @Shea_ARK, for surfacing the potential value of one of the most important biology breakthroughs of our time: CRISPR gene editing. Many analysts seem to think that one-time cures will not be a good business, @ark Invest begs to differ! $CRSP, $NTLA, $BEAM, $PRME

ARK Invest @ARKInvest

Cardiovascular disease is the world’s leading killer. With CRISPR-based therapies targeting lipid metabolism genes, a one-time treatment could reshape prevention and open a ~$2.8T market. Read @Shea_ARK's analysis in her first ARK research paper. https://t.co/pHfVMI9Oh2

3:09 AM · Sep 12, 2025 · 203K 浏览量

75 回复 · 52 转发 · 420 点赞

39. ARK Invest大力押注基因编辑公司Intellia Therapeutics，看好罕见病疗法

来源: Cathie Wood, Markets Today

链接:

Markets Today@marketsday

NTLA, DKNG: #CathieWood Bets Millions on Biotech, Continues Dumping DraftKings Stock Cathie Wood’s ARK Invest ETFs (exchange-traded funds) executed a series of trades on Friday, August 29, 2025, according to the funds’ daily disclosures. The trades reflect ARK’s continued

1:30 PM · Aug 30, 2025 · 211 浏览量

1 回复

40. VitaRNA基因疗法将在12个月内进入人体临床试验，从资金到试验仅需数月而非数年

来源: Bio Protocol, VitaDAO

链接:

Bio Protocol@BioProtocol

https://t.co/8om3eZ29cJ

6:39 PM · Jul 2, 2025 · 16.1K 浏览量

6 回复 · 12 转发 · 86 点赞

41. De novo设计蛋白质首次进入临床试验，David Baker实验室发明的癌症免疫疗法领先

来源: Endpoints News

链接: https://x.com/endpts

42. DeSci(去中心化科学)和BioDAO资产加速进入临床试验，代币化IP模式颠覆传统生物技术融资

来源: Bio Protocol

链接:

Bio Protocol@BioProtocol

https://t.co/8om3eZ29cJ

6:39 PM · Jul 2, 2025 · 16.1K 浏览量

6 回复 · 12 转发 · 86 点赞

43. QuantumScape固态电池将在2026年迎来关键年，VW首款搭载商用车将推出

来源: J Keynes

链接:

J Keynes@JKeynesAlpha

$QS QuantumScape has released an updated roadmap and it appears to be executing a well-orchestrated strategy that culminates excitingly in 2026! The company has already achieved key milestones in 2024, including PowerCo collaboration and initial sample production. The 2025

9:28 PM · Feb 12, 2025 · 32.3K 浏览量

17 转发 · 113 点赞

44. Tesla LFP电池产线将在2026年Q1在内华达投产，锂精炼厂2025年Q4投产

来源: Tesla

链接:

Tesla@Tesla

Q3 Update In Q3, we achieved record deliveries + energy storage deployments. Alongside launching new + exciting products, our focus remains on scale. Every Tesla delivered today is designed for autonomy & every Tesla energy storage product is capable of being enhanced +

8:04 PM · Oct 22, 2025 · 563K 浏览量

345 回复 · 1.25K 转发 · 6.08K 点赞

四、机器人与自动驾驶 (45-56)

45. Tesla预计2026年生产5万-10万台Optimus机器人，V3将在2026年Q1亮相

来源: Elon Musk, Gary Black

链接:

https://x.com/MarioNawfal/status/1984228893918912709

46. Tesla在2026年可能达到2万亿美元市值，牛市情景下达3万亿美元

来源: Dan Ives (Wedbush)

链接:

Dan Ives@DivesTech

Heading into 2026 this marks a monster year ahead for Tesla/Musk as the autonomous and robotics chapter begins. We believe Tesla hits a $2 trillion market cap in 2026 and in a bull case scenario $3 trillion by end of 2026...as the AI chapter takes hold at TSLA🍿🔥🏆🐂 @elonmusk

11:12 AM · Dec 15, 2025 · 301K 浏览量

72 回复 · 199 转发 · 2.09K 点赞

47. 家用人形机器人将在2026年进入Beta测试和商业部署阶段

来源: @openmind_agi , Sunday Robotics

链接:

OpenMind@openmind_agi

https://t.co/7ANK5fT2Gn

7:10 PM · Nov 26, 2025 · 92.7K 浏览量

147 回复 · 106 转发 · 817 点赞

48. Sunday Robotics的Memo家用机器人将在2026年底进入Beta测试

来源: Mike Kalil

链接:

Mike Kalil@mikekalilmfg

Days after emerging from stealth, the buzzy Silicon Valley startup Sunday Robotics has unveiled its autonomous humanoid helper for homes. The Mountain View-based robotics firm says its flagship wheeled humanoid, Memo, will enter beta testing in late 2026 followed by a broader

6:28 PM · Nov 19, 2025 · 1.05K 浏览量

1 回复 · 12 点赞

49. 2026年将是人形机器人竞争年：EngineAI T800、Tesla Optimus V3、Figure 03

来源: AI News Official

链接:

AI News@AINewsOfficial_

Which humanoid robot will lead in 2026? * EngineAI T800 * Tesla Optimus V3 * Figure 03 Here's a comparison of the tech, price, stats, and more. youtu.be/n1Mi3ISXNjc #ai #TechNews #Robotics

youtu.be

Engine AI T800 vs Tesla Optimus V3 vs Figure 03 (AI NEWS)

11:46 AM · Dec 8, 2025 · 706 浏览量

1 点赞

50. 仓库机器人将展示不间断自主工作流程，商业部署成熟

来源: OpenMind (Mentee Robotics)

链接:

OpenMind@openmind_agi

https://t.co/7ANK5fT2Gn

7:10 PM · Nov 26, 2025 · 92.7K 浏览量

147 回复 · 106 转发 · 817 点赞

51. Tesla无监督FSD有54%概率在2026年5月前发布，FSD v14将在Q2 2026发布

来源: Kalshi, Tesla Newswire

链接:

TESLARATI@Teslarati

Kalshi has been pretty accurate on a number of key predictions. Will this come to pass, too? Unsupervised FSD before May 2026?

Kalshi @Kalshi

BREAKING: 54% chance Tesla releases "unsupervised" self-driving in the next 5 months Has Tesla solved self-driving?

1:40 PM · Dec 15, 2025 · 16K 浏览量

4 回复 · 6 转发 · 87 点赞

52. Tesla Robotaxi将在Austin扩大规模，逐步移除安全员，扩展地理围栏并进入新城市

来源: Phil Beisel

链接:

phil beisel@pbeisel

https://t.co/R85OJ9Qr74

1:30 PM · Jul 22, 2025 · 3.12M 浏览量

131 回复 · 233 转发 · 1.54K 点赞

53. Tesla FSD v14预计将超越人类驾驶安全水平，成为Cybercab试点的基础

来源: Phil Beisel

链接:

phil beisel@pbeisel

https://t.co/ZK4lcQj8GG

1:31 PM · Mar 18, 2025 · 156K 浏览量

22 回复 · 101 转发 · 656 点赞

54. Tesla已向欧盟申请FSD豁免，有望在2026年初在欧洲发布FSD (Supervised)

来源: Tesla Newswire

链接: https://x.com/TeslaNewswire

55. 澳大利亚FSD (Unsupervised)预计最早2026年底到达，取决于监管审批

来源: techAU

链接:

techAU@techAU

https://t.co/sXHGD5oaiR

11:52 AM · Sep 17, 2025 · 2.84K 浏览量

7 点赞

56. 自动驾驶出租车可能占美国3万亿英里年驾驶里程的15%，创造4000-5000亿美元市场

来源: Freda Duan

链接:

Freda Duan@FredaDuan

Been testing $Waymo vs $TSLA FSD in SF. Some subtle differences in user experience, but both are remarkably impressive. As FSD rolls out to 2M vehicles in the U.S. and Waymo expands beyond SF, this year might redefine the automotive industry's history. ▶️$Waymo vs. $TSLA FSD

Freda Duan @FredaDuan

Tsla's moat in self driving The self-driving space has been a battleground of ideas: LiDAR vs. cameras, rule-based to end-to-end. A lot of dead bodies with new entrants keep coming. As FSD pivots to end-to-end, there are a lot of discussions around its moat - why can’t other https://t.co/YBi6m7PcFA

10:49 PM · Apr 8, 2024 · 261K 浏览量

37 回复 · 95 转发 · 532 点赞

五、加密货币与Web3 (57-66)

57. BTC、ETH、SOL将创历史新高，加密股票将跑赢科技股

来源: Bitwise Research

链接:

Bitwise@BitwiseInvest

In 2026… … $BTC, $ETH, and $SOL will set new all-time highs, bets on @Polymarket will grow significantly, crypto equities will outperform tech stocks, and 7 other crypto predictions for 2026 by the @BitwiseInvest Research Team. Please note: As with all predictions, these are

3:02 PM · Dec 17, 2025 · 192K 浏览量

100 回复 · 181 转发 · 1.23K 点赞

58. 2026年将有超过100个加密相关ETF在美国推出

来源: Bitwise

链接:

Bitwise@BitwiseInvest

2026 PREDICTION: More than 100 crypto-linked ETFs will launch in the U.S. In October 2025, the SEC published generic listing standards, allowing ETF issuers to launch crypto ETFs under a general set of rules. A clearer regulatory roadmap in 2026 is why we see the stage being

3:03 PM · Dec 17, 2025 · 70.1K 浏览量

5 回复 · 9 转发 · 87 点赞

59. 2026年将是’速度’之年，原子结算和’稳定币标准’的崛起

来源: BitGo

链接:

BitGo@BitGo

https://t.co/vaEENUJ8Bo

6:26 PM · Dec 22, 2025 · 1.18K 浏览量

1 回复 · 4 转发 · 23 点赞

60. Polymarket上的投注将显著增长

来源: Bitwise

链接:

Bitwise@BitwiseInvest

3:02 PM · Dec 17, 2025 · 192K 浏览量

100 回复 · 181 转发 · 1.23K 点赞

61. 加密周期可能延长至2026年，BTC可能创新高

来源: Aylo (alpha_pls)

链接:

Aylo@alpha_pls

https://t.co/ZiIurMv1Sg

1:03 PM · Aug 20, 2025 · 191K 浏览量

81 回复 · 118 转发 · 1.12K 点赞

62. Coinbase 2026年加密市场展望：1H26市场设置积极，AI与加密整合，Tokenomics 2.0

来源: Coinbase Institutional

链接:

Coinbase Institutional 🛡️@CoinbaseInsto

What's in the cards for crypto in 2026? Our annual Crypto Market Outlook is a deep dive into the forces that will shape the cryptoeconomy in the year ahead. From detailed outlooks on $BTC, $ETH, $SOL, and stablecoins to the latest developments in regulation, market structure,

10:40 PM · Dec 16, 2025 · 12.1K 浏览量

10 回复 · 31 转发 · 200 点赞

63. 真实世界资产(RWA)代币化将获得更多关注，稳定币和支付扩展

来源: Coinbase Institutional

链接:

Coinbase Institutional 🛡️@CoinbaseInsto

10:40 PM · Dec 16, 2025 · 12.1K 浏览量

10 回复 · 31 转发 · 200 点赞

64. GENIUS法案通过，稳定币获得监管清晰度，银行和托管机构可以安全处理数字资产

来源: BitGo, Kaupr.io

链接:

BitGo@BitGo

https://t.co/vaEENUJ8Bo

6:26 PM · Dec 22, 2025 · 1.18K 浏览量

1 回复 · 4 转发 · 23 点赞

65. 香港、日本、新加坡将积极发展稳定币监管框架，MiCA双重许可要求2026年3月生效

来源: Four Pillars, Kaupr.io

链接:

Four Pillars@FourPillarsFP

https://t.co/lowN73j1nd

9:42 AM · Apr 11, 2025 · 26.7K 浏览量

5 回复 · 8 转发 · 51 点赞

66. 北韩黑客2025年已窃取20.2亿美元加密货币，2026年加密安全将更受关注

来源: Chainalysis

链接:

Chainalysis@chainalysis

1/ In the first preview chapter of our 2026 Crypto Crime Report, we look at how North Korean hackers stole $2.02B in crypto during 2025, a 51% increase from 2024, pushing their all-time total to $6.75B:

chainalysis.com

2025 Crypto Theft Reaches $3.4 Billion

12:47 PM · Dec 18, 2025 · 1.09K 浏览量

7 回复 · 2 转发 · 8 点赞

六、半导体与存储 (67-74)

67. NVIDIA将获得2026年全球60%的CoWoS产能

来源: Morgan Stanley

链接:

7:54 AM · Jul 29, 2025 · 79K 浏览量

5 回复 · 35 转发 · 157 点赞

68. AMD 2026年CoWoS需求预测上调23%，MI400和Venice服务器CPU需求强劲

来源: UBS

链接:

CoWoS Demand Forecast Revised Upward: TSMC's Expansion and Cloud Provider Investment Drive AI GPU and ASIC Growth UBS (S. Lin, 12/08/25) UBS has raised its 2025-26 CoWoS demand forecast for AI GPUs and ASICs, driven by TSMC's capacity expansion and increased capital expenditure

1:41 AM · Aug 14, 2025 · 33.9K 浏览量

6 回复 · 14 转发 · 99 点赞

69. 存储芯片公司(三星、SK海力士)利润率将在2026年超过TSMC

来源: Jukan

链接:

Memory semiconductors to overtake TSMC in profits The profitability of Samsung Electronics’ memory division and SK hynix this year in the fourth quarter will overtake Taiwan’s TSMC, the world’s No. 1 foundry (contract chipmaker). It will be the first time in seven years—since

9:22 AM · Dec 21, 2025 · 526K 浏览量

14 回复 · 124 转发 · 640 点赞

70. HBM4将在2026年开始生产，SK海力士和三星竞争NVIDIA订单，价格溢价35%

来源: TheValueist, JPMorgan

链接:

Entering a 4-Year Memory Supercycle (JPM) 1. Global Memory Cycle • With surging datacenter and AI compute demand, a four-year upcycle is expected from 2024–2027. • Global memory TAM revised up by 6–24% versus prior estimates. • Introduction of HBM4E in Rubin Ultra

10:39 PM · Sep 24, 2025 · 32.8K 浏览量

6 回复 · 20 转发 · 105 点赞

71. 全球存储进入4年超级周期(2024-2027)，HBM到2027年将占DRAM TAM的43%

来源: JPMorgan

链接:

10:39 PM · Sep 24, 2025 · 32.8K 浏览量

6 回复 · 20 转发 · 105 点赞

72. 三星V9 NAND(约290层)2026年产能几乎售罄，CSP需求激增

来源: Digitimes, Jukan

链接:

Memory prices surged in 4Q25, defying seasonal trends as AI drives demand-Digitimes Driven by strong AI demand, memory contract prices for NAND and DRAM rose sharply by an estimated 15-20% in the fourth quarter of 2025, breaking traditional year-end price decline patterns.

4:53 AM · Sep 17, 2025 · 6.23K 浏览量

4 回复 · 6 转发 · 47 点赞

73. NAND价格预计2026年上涨7%，存储芯片CAPEX预计2026-2027年增长7-12%

来源: JPMorgan

链接:

10:39 PM · Sep 24, 2025 · 32.8K 浏览量

6 回复 · 20 转发 · 105 点赞

74. Citi预测AI超级周期将持续到2026年，看好NVIDIA、Broadcom、Micron

来源: Citi, Wind Info

链接:

Wind Info@WindInfoUS

Citi analysts project that the AI supercycle will persist until 2026, though they caution that the balance between risks and rewards is shifting unfavorably. With costs tied to OpenAI set to materialize in late 2026 and increasing worries about debt-financed AI development,

2:33 AM · Dec 24, 2025 · 38 浏览量

七、能源与基础设施 (75-80)

75. 数据中心电力消耗可能在2026年达到全球电力的3%

来源: IEA, Avaada Group

链接:

Avaada Group@avaadagroup

Did You Know? Data Centers are the backbone of digitalization. By 2024, they will use 1-1.3% of global electricity, rising to 3% by 2026 with the growth of AI and digital services. By transitioning to renewable energy and green fuels, we can not only meet the energy demands

6:54 AM · Aug 7, 2024 · 422 浏览量

4 回复 · 3 转发 · 15 点赞

76. AI数据中心将自建电厂应对电网瓶颈，天然气需求将激增

来源: David Auerbach

链接:

David Auerbach ⭕️@DailyREITBeat

⚡ AI Data Centers Power Up: Building Their Own Plants Amid U.S. Grid Bottlenecks With electricity demand from AI and cloud computing outpacing U.S. grid capacity, data-center developers are building their own natural gas and fuel cell power plants — reshaping the U.S. energy

1:30 PM · Oct 16, 2025 · 355 浏览量

1 回复 · 1 点赞

77. 核能将成为AI基础设施电力的首选解决方案，微软、谷歌、亚马逊都在押注核能

来源: Bloomberg Green, Blume Ventures

链接:

Blume Ventures@BlumeVentures

The global energy landscape is undergoing a dramatic transformation. As AI data centers multiply, industries electrify, and living standards rise worldwide, our energy demands are skyrocketing. Yet, despite decades of climate commitments, fossil fuels still dominate 81% of our

Akhilesh Agarwal @akhi_agarwal

This nuclear energy thesis was produced through primary and secondary research, conversations with experts in the field, and scouring 100+ nuclear energy companies globally. @Atharv62411993 and I have drawn out the global landscape of both fission and fusion, identifying

6:29 AM · Jul 2, 2025 · 1.33K 浏览量

1 回复 · 1 转发 · 3 点赞

78. 到2028年，数据中心可能消耗美国总电力的12%

来源: David Auerbach

链接:

David Auerbach ⭕️@DailyREITBeat

1:30 PM · Oct 16, 2025 · 355 浏览量

1 回复 · 1 点赞

79. NVIDIA正在推动’AI工厂’蓝图，将计算、电力、冷却整合为一个系统

来源: Wall St Engine, NVIDIA

链接:

Wall St Engine@wallstengine

$NVDA just laid out a blueprint for “AI factories” at its AI Infrastructure Summit. VP Ian Buck said Nvidia is moving beyond chips into reference designs for giga-scale data centers built for AI reasoning. The plan ties together compute, power, and cooling as one system, with

3:21 PM · Sep 9, 2025 · 27.2K 浏览量

23 回复 · 64 转发 · 393 点赞

80. 800V直流配电将在2026-2027年大规模部署，SiC基板和模块供应将扩张

来源: TheValueist

链接:

TheValueist@TheValueist

At Nvidia GTC last week, a consistent theme across sessions, partner presentations, and floor demos was power: next‑gen AI data centers are driving sharply higher total loads and rack‑level power densities in NVIDIA‑based systems. A critical enabler of this scale‑up is the shift

TheValueist @TheValueist

$VRT booth You are looking at a demonstration of a 300 kW AI rack that combines three functions normally scattered across a room: high‑density compute, rack‑level high‑voltage DC‑to‑low‑voltage DC power conversion, and direct‑to‑chip liquid cooling. The purple placards identify

10:21 PM · Nov 1, 2025 · 10.5K 浏览量

2 回复 · 1 转发 · 23 点赞

八、国防科技 (81-84)

81. 国防科技领域将继续火热，2025年创纪录的独角兽数量将延续

来源: Pitchbook, XYZ VC

链接:

Palantir OG@PalantirOg

Thanks To Drones, China And Ukraine, A Record Number Of Military Startups Became Unicorns In 2025 🦄 Nov 28, 2025 The defense sector keeps getting hotter, minting a record number of unicorns with skyrocketing valuations this year. Are we in an iron bubble? Investment activity

2:30 PM · Nov 28, 2025 · 636 浏览量

3 转发 · 22 点赞

82. 新型军事科技公司(SpaceX、Anduril、Palantir)将继续挑战传统五大国防承包商

来源: Financial Times

链接:

Palantir OG@PalantirOg

Pentagon’s BIG FIVE Face Serious Challenge From Tech Giants As New Arms Race Brews In The U.S. For Lucrative Military Deals 👀🇺🇸💥⬇️ July 20, 2025 A momentous shift is underway in the US defense market. Dominated by the big five for decades, a slew of new-age military tech firms

9:54 PM · Jul 20, 2025 · 383 浏览量

1 回复 · 1 转发 · 14 点赞

83. AI驱动武器系统(无人机群、无人车辆)将削弱传统国防公司的主导地位

来源: Anduril Industries

链接:

Palantir OG@PalantirOg

9:54 PM · Jul 20, 2025 · 383 浏览量

1 回复 · 1 转发 · 14 点赞

84. Stargate项目(OpenAI、SoftBank、Oracle)将投资超5000亿美元，在德州建设20+数据中心

来源: Adam Patti

链接:

Adam Patti@adampatti

The two largest investment opportunities by projected CAPEX spending are AI Infrastructure and the Energy Infrastructure required to power it. The global arms race in AI datacenter buildouts is projected by McKinsey to require $6.7 trillion in new investment by 2030. Below is

8:37 PM · Nov 12, 2025 · 2.31K 浏览量

8 转发 · 18 点赞

九、网络安全 (85-90)

85. 2026年将是AI超级充能网络犯罪的一年，深度伪造、AI钓鱼、勒索软件帝国将崛起

来源: Google Cloud Security, ZeroFox

链接:

Google Cloud Security@GoogleCloudSec

What’s next for cybersecurity? Here’s what Google’s security leaders and experts forecast for 2026 ⬇️ 🔗 Download the full report: bit.ly/3JvnHQH

8:30 PM · Nov 5, 2025 · 1.15K 浏览量

6 转发 · 8 点赞

86. 深度伪造临界点已到，2026年将从网络安全转向’感知安全’和’信任运营’

来源: VMblog, Netarx

链接:

VMblog@vmblog

The #Deepfake Tipping Point is HERE. 🤯 Sandy Kronenberg, CEO of Netarx says 2026 is the year we shift from #Cybersecurity to Perception Security & build Trust Operations. vmblog.com/archive/2025/1… #TrustOps #PerceptionSecurity #AI #Predictions

1:51 PM · Dec 9, 2025 · 63 浏览量

1 转发 · 1 点赞

87. 黑客将AI作为主要武器，用于运行诈骗、复制身份、快速欺骗系统

来源: The Hacker News

链接:

The Hacker News@TheHackersNews

In 2026, hackers will use AI as their main weapon. They’ll use it to run scams, copy people, and trick systems fast. Many security tools can’t spot it. ANYRUN built a sandbox that clicks and tests like a real person to find these attacks. Learn about it here ↓

12:30 PM · Nov 25, 2025 · 15.9K 浏览量

3 回复 · 44 转发 · 134 点赞

88. 身份攻击激增，威胁行为者战术演变，AI和内部威胁风险增加

来源: SpyCloud, HackerNoon

链接:

HackerNoon | Learn Any Technology@hackernoon

Forecast report highlights surge in identity-based threats, evolving threat actor tactics, and increased risk from AI and insider threats. - hackernoon.com/spycloud-unvei… #cybersecurity #spycloud

hackernoon.com

SpyCloud Unveils Top 10 Cybersecurity Predictions Poised to Disrupt Identity Security In 2026 | HackerNoon

9:18 PM · Nov 18, 2025 · 410 浏览量

89. 安全、可观测性和数据管理三大领域将开始融合

来源: Tomasz Tunguz

链接:

💭 ᯅ Quest’s Vision & Time Frame 4 VR Play As we soon move from 2025 into 2026, Meta Quest 4 is expected by industry experts to be quite a long way off, possibly 2027 or even 2028 (though hopefully earlier, if things change)—and apparently Quest 4 to be priced higher than

90. 量子计算可能破解保护比特币和区块链的密码学，量子抗性密码学需求增加

来源: QANplatform

链接:

QANplatform@QANplatform

ibm.com

IBM lays out clear path to fault-tolerant quantum computing | IBM Quantum Computing Blog

1:53 PM · Jun 16, 2025 · 8.95K 浏览量

29 回复 · 60 转发 · 203 点赞

十、VR/AR与消费科技 (91-94)

91. 新款Apple Vision可能在2026年发布，Apple silicon性能提升推动更强游戏能力

来源: Play Games Movies

链接:

▶︎ Play@PlayGamesMovies

▶︎ Play @PlayGamesMovies

XR VR Wireless Portable Headsets Now, Next, Waiting… (& Would be nice!) - Now… ᯅ Apple Vision Pro ᯅ Samsung Galaxy XR - Next… ᯅ Valve Steam Frame - Waiting… ᯅ Apple Vision Air / non-Pro ᯅ Meta Quest 4 - Would be nice… ᯅ Sony PlayStation XR /

11:41 AM · Dec 13, 2025 · 271 浏览量

92. Apple Vision Pro 2026年预计营收80亿美元，2027年160亿美元

来源: Jon Erlichman, Bank of America

链接:

Jon Erlichman@JonErlichman

Estimated revenue from Apple’s Vision Pro: 2024: $1.4 billion 2025: $3.5 billion 2026: $8 billion 2027: $16 billion 2028: $18 billion Total: $36.9 billion Source: Bank of America estimates

12:45 AM · Feb 14, 2024 · 103K 浏览量

31 回复 · 83 转发 · 582 点赞

93. Samsung Galaxy XR和Google合作的Android XR设备将带来更多XR头显竞争

来源: Play Games Movies

链接:

▶︎ Play@PlayGamesMovies

▶︎ Play @PlayGamesMovies

11:41 AM · Dec 13, 2025 · 271 浏览量

94. ‘人类优质’Airbnb：旅行者为提供人工服务的房东支付3倍价格

来源: Greg Isenberg

链接:

十一、劳动力与社会变革 (95-100)

95. 蓝领工人将成为安全港，电工、水管工薪资飙升，白领自动化加速

来源: Greg Isenberg

链接:

96. ‘AI-free’将成为新的’有机’标签，人造产品将作为溢价特征

来源: Greg Isenberg

链接:

97. 数百万员工将从40小时W2角色转向基于成果的合同或微型企业

来源: Greg Isenberg

链接:

1:45 PM · May 26, 2025 · 3.18K 浏览量

98. 首个单人独角兽公司将出现：价值10亿美元的公司由一个人构建和运营

来源: Sequoia Capital

链接:

sharvil@0xSharvil

https://t.co/ZDewRYGAfC

1 回复 · 4 转发 · 29 点赞

99. 各国将禁止基础模型出口，将外国AI使用视为间谍活动

来源: Greg Isenberg

链接:

100. 炫富经济崩溃，AI让每张奢侈品照片都可以合成，地位转向实物资产和现场体验

来源: Greg Isenberg

链接: