Core Insights - Clawdbot, an AI assistant, has gained significant attention in China, becoming a popular AI product in early 2026, attracting developers and major cloud service providers like Tencent Cloud and Alibaba Cloud for deployment services [1][4][11] - The assistant is designed to perform various tasks, such as managing emails and calendars, and can integrate with popular messaging apps, making it a versatile tool for users [4][6] - Despite its popularity, Clawdbot faces challenges, including a name change due to trademark infringement claims and concerns over user privacy and data security [11][13] Group 1: Product Features and Adoption - Clawdbot has quickly gained over 80,000 stars on GitHub, indicating its rapid adoption and popularity among users [4] - The assistant operates as a local service that can access a user's computer system, enhancing privacy and security when deployed on devices like the Mac mini [5][6] - It can automate tasks and remember user preferences, marking a shift from traditional AI chatbots to a more functional and proactive assistant [7][14] Group 2: Market Response and Controversies - Following its rise, Clawdbot was forced to rebrand as Moltbot due to a trademark dispute with Anthropic, highlighting the challenges faced by innovative startups [11] - The product's extensive permissions and capabilities raise significant privacy and security concerns, with warnings about potential data breaches and misuse [13][14] - The high cost of hardware and the complexity of deployment may limit its accessibility to a broader audience, positioning it as a niche product for tech enthusiasts [17]

Core Viewpoint - The year 2025 is projected to be a pivotal year for China's special fiber yarn/fabric industry, driven by rapid growth in computing power demand and the resulting higher requirements for PCB (printed circuit board) transmission capabilities [1] Group 1: Industry Demand - The demand for high-end PCBs, which have more layers, is expected to increase exponentially the need for special fiber yarn/fabric [1] - The slow production ramp-up of industry leader Nitto Denko is unable to match the rapid growth in demand, providing domestic companies with opportunities for sample certification in downstream client applications [1] Group 2: Market Outlook - Due to existing technical barriers, the current supply-demand imbalance in the industry is unlikely to change in the short term [1] - The outlook for the special fiber sector is optimistic, with expectations of an upward trend in market conditions through 2026 [1]

（文章来源：第一财经） 中金公司研报表示，美联储在1月会议上维持利率不变，符合市场预期。理事沃勒投下反对票，或与其 希望被提名为下一任美联储主席有关。货币政策声明称"失业率已趋于稳定"，鲍威尔表示货币政策"处 于合适位置"，显示短期内再次降息的门槛提高。除此之外，鲍威尔并未提供太多指引，他也回避了其 它与利率制定不相干的问题。我们认为美联储在2026年仍有望降息两次，但首次降息或推迟至第二季 度。美国经济的核心问题并非增长不足，而在于收入分配不平衡和普通家庭的可负担压力。这类结构性 问题并非单靠货币就能解决，反而可能推动政府采取更多非市场化的干预性政策，来回应选民的关切。 ...

Core Insights - Clawdbot, an AI assistant, has gained significant attention in early 2026, becoming a popular product in the AI space, attracting developers and cloud service providers like Tencent Cloud and Alibaba Cloud for deployment services [1][5][12] - The product has been described as a "soulful" AI assistant capable of managing various tasks through popular messaging apps, leading to a surge in its usage and popularity [5][7] - Clawdbot's design emphasizes local operation for privacy and security, although cloud deployment is also available, making it accessible to a broader audience [6][15] Group 1: Product Features and Popularity - Clawdbot has quickly amassed over 80,000 stars on GitHub, indicating its rapid rise in popularity among developers [5] - The AI assistant can perform tasks such as clearing inboxes, sending emails, and managing calendars, integrating with various chat applications for seamless user interaction [5][7] - Users have reported significant productivity improvements, with Clawdbot being able to execute complex tasks autonomously [8][12] Group 2: Controversies and Challenges - Clawdbot faced a name change to Moltbot due to trademark infringement claims from Anthropic, highlighting the legal challenges that can arise in the tech industry [12] - Privacy and data security concerns have been raised, as the AI requires extensive permissions to function effectively, leading to potential risks for users [14][15] - The cost of running Clawdbot has been criticized, with reports of high operational expenses that may deter average users from adopting the technology [16][17] Group 3: Market Position and Future Outlook - Clawdbot represents a shift in personal AI assistants, moving from simple conversational tools to executable systems that can handle complex tasks [8][12] - The product's success is attributed to its focus on practicality rather than the complexities often associated with larger tech companies, which may avoid such personalized solutions due to liability concerns [13][14] - Despite its potential, the high costs and security risks associated with Clawdbot suggest that it may remain a niche product for tech enthusiasts until these issues are addressed [17]

苹果周四将发布业绩。 周三盘后，Meta、微软和特斯拉发布最新业绩。 微软发布第二财季财报显示，营收812.7亿美元，同比增长17%，市场预期802.7亿美元，净利润384.6亿 美元，合每股收益EPS 5.16 美元，较去年同期241.1 亿美元（合每股收益3.23 美元）大幅增长。 微软盘后股价跌近7%。微软智能云业务板块（含 Azure 云基础设施）营收达329.1亿美元，同比增长近 29%，略好于市场预期，不过Azure 云服务及其他云业务营收同比增长39%，而该业务在财年第一季度 的同比增速为40%。生产力和商业流程业务板块营收341.2亿美元，同比增长约16%，个人计算业务板块 营收142.5亿美元，同比下跌约3%。 新年以来，随着投资者试图判断人工智能的应用将如何颠覆此前龙头企业的商业模式，大盘科技股、软 件股与芯片股内部的分化态势正持续加剧。因此这些热门赛道公司的业绩，特别是资本开支状况受到了 广泛关注。 按照日程安排，苹果周四将披露最新业绩。 Meta公布利好营收预测，盘后涨逾7% 脸书母公司Meta盘后涨逾7%，超市场预期的销售额业绩指引提振市场情绪。公司第四财季营收598.9亿 美元，同 ...

►►上海期货交易所发布公告，再次对黄金、白银等期货涨跌停板幅度、交易保证金比例进行调整，其中，镍期货已上市合约的涨跌停板幅度调整为11%， 套保持仓交易保证金比例调整为12%，一般持仓交易保证金比例调整为13%；氧化铝、铅、锌期货已上市合约的涨跌停板幅度调整为9%，套保持仓交易保证 金比例调整为10%，一般持仓交易保证金比例调整为11%；不锈钢、铸造铝合金、螺纹钢、热轧卷板期货已上市合约的涨跌停板幅度调整为7%，套保持仓交 易保证金比例调整为8%，一般持仓交易保证金比例调整为9%；黄金期货AU2606、AU2608、AU2610、AU2612、AU2702合约涨跌停板幅度调整为16%，套 保持仓交易保证金比例调整为17%，一般持仓交易保证金比例调整为18%；白银期货AG2605、AG2606、AG2607、AG2608、AG2609、AG2610、AG2611、 AG2612、AG2701合约涨跌停板幅度调整为16%，套保持仓交易保证金比例调整为17%，一般持仓交易保证金比例调整为18%。 上海黄金交易所于同日发布公告，对白银延期合约交易保证金水平和涨跌停板比例进行调整，自2026年1月30日（星期五）收盘清 ...

北京时间周四（28日）凌晨，美联储公布1月利率决议。联邦公开市场委员会（FOMC）以10-2的方式 决定维持利率区间在3.50%-3.75%不变，两张反对票来源于美联储理事沃勒和米兰，他们提出降息25个 基点。 美联储主席鲍威尔表示，当前的经济增长前景相较去年有所改善，委员会将继续根据最新出炉的经济数 据，逐次会议作出降息相关决策，并为美联储坚持独立性辩护。当前，美联储正应对外界对美国总统特 朗普干预其中立独立性的诸多质疑，同时静待新任领导层的产生。 美联储肯定经济表现 美联储决议声明称，现有指标显示，经济活动正以稳健步伐扩张。就业岗位新增数量保持低位，失业率 呈现出一定企稳迹象，通胀水平仍处于偏高状态。 值得重点关注的是，声明中删除了此前提及的 "委员会认为劳动力市场走弱的风险高于通胀高企风 险"的表述。这一调整意味着，美联储官员认为其实现低通胀和充分就业的双重目标正逐步趋于平衡， 因此货币政策将采取更为审慎的观望态度。 鲍威尔在新闻发布会伊始表示，美国经济开年根基稳固。"美国经济去年以稳健步伐扩张，2026 年开局 根基稳固。尽管就业岗位新增数量持续处于低位，但失业率已显现一定企稳迹象，通胀水平仍处于偏高 ...

(本文来自第一财经) 2025年券商业绩展现出强劲增长韧性。Choice数据显示，截至1月28日，已披露业绩预告或快报的21家 券商，预计净利润总额达1075.87亿元，同比增幅近六成。纵观2025年，证券行业在波动的市场中绘就 了一幅"大象起舞，黑马奔袭"图景：头部券商凭借全业务链优势稳健领跑，中小券商则依靠差异化战略 突围而出。业内人士认为，高活跃度的市场环境为券商业绩增长提供了肥沃土壤，业务结构的优化与转 型则铸就持续增长的内核。（上证报） 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

③泰国新出黄金交易限制措施； 【市场动态】 ①美股三大股指期货盘前涨跌不一。截至发稿，道指期货跌0.03%，标普500指数期货涨0.21%，纳指期 货涨0.83%； ②欧股主要股指集体走弱，德国DAX指数跌0.54%，英国富时100指数跌0.55%，法国CAC40指数跌 1.4%； ③热门中概股盘前集体走高，哔哩哔哩盘前涨逾4%，理想汽车、蔚来涨逾3%，阿里巴巴涨逾2%。阿斯 麦盘前涨逾4%，星巴克盘前涨逾7%； 【时政新闻】 ①特朗普：一支庞大的舰队正前往伊朗； ②克里姆林宫积极评价俄美乌三方会谈：进程复杂但会继续谈； 【公司新闻】 ①亚马逊官宣裁撤1.6万个职位； ②阿斯麦称可能在荷兰和美国裁员约1700人； ③SK海力士将在美国设立一家专注于人工智能解决方案的子公司。 (本文来自第一财经) ④现货黄金日内突破5310美元/盎司，再创历史新纪录； ...

英飞特发布产品价格调整通知称，近期受全球供应链持续波动影响，核心原材料价格普遍上涨。自2026 年3月1日起，公司将对受成本压力影响最为集中的产品线进行调整，本次价格将进行适度上调，平均涨 幅约为5%-15%。 ...