以下文章来源于快鲤鱼 ，作者快鲤鱼 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（1.14-1.30）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 本周人工智能热点资讯 开源项目C lawdbot爆火，开发者爆料开发内幕 ：100%AI开发 1月27日消息，近日，个人AI助手ClawdBot掀起讨论热潮。开源项目Clawdbot可在Mac mini上运 行，兼具本地AI智能体和聊天网关双重身份，可本地运行并接入WhatsApp、Telegram、GitHub 等工具，已获超3万GitHub星标。Clawdbot能记住两周前的对话，还会主动推送邮件、日程提 醒，并可直接操控电脑执行任务。其幕后开发者Peter Steinberger称，该项目几乎是100%用AI写 出来的，并且认为国产大模型MiniMax 2.1是目前最"Agentic"的一个大模型。Steinberger目前就 在自己的Mac Studio上使用MiniMax 2.1本地跑Clawdbot。 长江证券表示， ...

Investment Rating - The industry investment rating is "Positive" and maintained [9] Core Views - The report highlights a continued price increase trend in the AI infrastructure supply chain, suggesting that multiple segments such as CPU and cloud services may experience simultaneous volume and price growth, benefiting related industries [8][58] - The report recommends focusing on the domestic computing power supply chain, particularly leading companies in computing chips like Cambricon and Haiguang Information, as well as domestic CPU, cloud, and AI infrastructure suppliers [8][58] Summary by Sections Market Performance - Last week, the computer sector rebounded slightly, with an overall decline of 0.25%, ranking 27th among major industries in the Yangtze River region, and accounting for 7.08% of total market turnover [2][18] Key Recommendations - The report emphasizes the importance of the domestic basic resource supply chain, particularly in light of ongoing price increases that are expected to benefit various segments, including computing chips and cloud services [8][58] Notable Developments - Recent updates include the IPO progress of three companies in the commercial aerospace sector, and announcements from Elon Musk regarding the Optimus humanoid robot, which is expected to be available to the public by the end of 2027 [2][23][29] - The report also notes that the full version of Tesla's FSD (Full Self-Driving) may receive regulatory approval soon, which could accelerate investment opportunities in the smart driving industry [37][41]

Core Viewpoint - Amazon's stock had a disappointing performance in 2025, closing 5% higher but lagging behind other Magnificent Seven stocks and the S&P 500 [1] Group 1: Stock Performance - Amazon's stock did not lose value in 2025 but underperformed compared to the S&P 500 and other major stocks [1] - The stock's five-year gains also trailed the S&P 500, indicating a longer-term underperformance [1] Group 2: Future Outlook - There is potential for Amazon's stock to rebound in 2026, similar to Google's unexpected rally at the start of 2025 [2] - Catalysts for this resurgence include strong growth in Amazon Web Services and other revenue streams [2] Group 3: Amazon Web Services (AWS) - AWS is a significant contributor to Amazon's revenue, accounting for nearly 20% of total revenue [3] - AWS revenue grew by 20% year-over-year in Q3, marking a meaningful acceleration from previous mid-teen growth rates [4] - The growth in AWS is expected to positively impact overall revenue growth, as it supports many websites and AI applications [4] Group 4: Revenue Growth - Amazon reported a 13% year-over-year sales growth in Q3, which is higher than its stock gains [5] - If revenue and net income growth continue to outpace stock gains, the stock price is expected to catch up [6] Group 5: Diversification and Additional Revenue Streams - Amazon is diversifying its revenue sources, with significant growth in online ads, subscriptions, and AI chips [7] - The advertising segment grew by 24% year-over-year, reaching $17.7 billion, while subscription revenue increased by 11% [8] - Amazon's custom AI chips, Trainium, have seen a remarkable 150% sequential growth, indicating strong demand [7]

Core Viewpoint - The company emphasizes providing actionable and clear investment ideas through independent research, aiming to help members outperform the S&P 500 and mitigate significant losses during market volatility [1] Group 1 - The service offers at least one in-depth article per week focused on investment ideas [1] - Members have reportedly achieved better performance than the S&P 500 while avoiding substantial drawdowns in both equity and bond markets [1] - The company invites potential members to join for a trial to assess the effectiveness of its investment methods [1]

Core Insights - The company has faced challenges in securing rides for its Amazon Leo broadband internet satellites, indicating that the process is more difficult than initially anticipated [1] Group 1 - The company is experiencing difficulties in the logistics of launching its broadband internet satellites, which may impact its timeline and operational plans [1]

Group 1: Market Reaction - The prices of gold and silver experienced significant declines, with gold dropping over 12% to a low of $4682 per ounce, marking the largest single-day drop in 40 years, and closing down 9.25% at $4880 per ounce [2] - Silver saw an unprecedented drop of over 36%, reaching a low of $74.28 per ounce, and closing down 26.42% at $85.259 per ounce [2] - The U.S. stock market indices collectively fell, with the Dow Jones down 0.36%, S&P 500 down 0.43%, and Nasdaq down 0.94%, reflecting increased market concerns [3] Group 2: Influencing Factors - The sell-off in gold and silver was triggered by a rebound in the U.S. dollar, following reports of President Trump's nomination of Kevin Warsh as the new Federal Reserve Chairman, which was later confirmed [2][4] - Standard Chartered's global head of commodity research noted that the market was already due for a correction, and the announcement of the Fed Chair nominee, along with broader macroeconomic factors, acted as catalysts for profit-taking [2] - The U.S. dollar index saw a significant increase, marking its largest single-day rise since July of the previous year, which negatively impacted investor confidence in gold and silver [2] Group 3: Sector Performance - The gold sector faced substantial losses, with major companies like Newmont down 11.52%, Barrick Gold down 12.09%, and AngloGold down 13.28% [3] - The technology sector also experienced declines, with major tech stocks like Meta and TSMC dropping nearly 3%, while Amazon fell by 1% [3] - Chinese concept stocks saw a downturn, with the Nasdaq Golden Dragon China Index closing down 2.36%, and individual stocks like Bilibili and Li Auto dropping over 3% [3]

Core Viewpoint - Amazon is seeking a 24-month extension from the FCC to meet its satellite deployment deadline due to delays caused by external factors, aiming to compete with SpaceX's Starlink [3][4][9]. Group 1: Satellite Deployment and Network Plans - Amazon has committed at least $10 billion to develop its satellite network, now branded as Amazon Leo, which aims to provide internet services from space [2]. - The company has launched over 150 satellites since April and plans to deploy approximately 700 satellites by July 30, moving towards becoming the second-largest satellite constellation in orbit [7]. - Amazon has booked more than 100 launches and recently secured 10 additional launches with SpaceX and 12 with Blue Origin [5]. Group 2: Challenges and Delays - The company cites a shortage of rocket availability, manufacturing disruptions, and limitations on spaceport capacity as reasons for the delays in satellite deployment [3][6]. - Amazon's request for an extension is also based on the extended development timelines of next-generation launch vehicles, which have exceeded initial projections [6]. Group 3: Competitive Landscape - Amazon Leo's primary competitor is SpaceX's Starlink, which has over 9,000 satellites and approximately 9 million customers, while OneWeb operates with more than 600 satellites [8]. - Amazon has initiated an "enterprise preview" of Leo to select users ahead of a broader commercial launch [8]. Group 4: Regulatory Considerations - The company argues that denying the extension would undermine the FCC's goals of expanding spectrum access and promoting rapid deployment, noting that similar extensions have been granted in the past [9]. - Amazon emphasizes that an extension would facilitate ongoing deployment efforts, while strict enforcement of deadlines could disrupt its plans [10].

Core Insights - The market reacted positively to Meta Platforms' quarterly results, while Microsoft and Tesla's December-quarter numbers disappointed investors [1] Group 1: Company Performance - Microsoft reported a +28.1% earnings growth and +16.7% revenue growth, exceeding estimates, but faced concerns over Azure's +38% revenue growth and underwhelming guidance [2][3] - Meta's Q4 earnings and revenues increased by +9.3% and +23.8%, respectively, but highlighted margin pressures; however, its effective use of AI in advertising improved click rates by +3.5% and conversion rates by +1% [4] - Meta plans to increase its capital expenditure to $135 billion for the year, up from $72 billion in 2025 and $39 billion in 2024, citing capacity constraints as a reason for the increase [5] Group 2: Market Trends - The Mag 7 group, which includes major tech companies, is projected to see Q4 earnings up +21.9% year-over-year with +18.1% higher revenues, although individual contributions vary significantly [7] - As of now, 167 S&P 500 members have reported Q4 results, showing a +13.1% increase in earnings year-over-year on +7.6% higher revenues, with 77.8% beating EPS estimates [9][19] - The Mag 7 group is expected to account for 25.2% of all S&P 500 earnings in 2025, up from 23.2% in 2024 and 18.3% in 2023, indicating a strengthening earnings outlook [14]

Core Viewpoint - Saks Global Company, a bankrupt retailer, will terminate its partnership with e-commerce giant Amazon, focusing instead on its own website for growth opportunities [1][4]. Group 1: Partnership Termination - Saks will close its Saks store on Amazon to concentrate on its own website, Saks.com, which is believed to drive more traffic [1][4]. - The partnership was initially established with Amazon's $475 million investment in 2024, where Saks was to sell products on Amazon and pay at least $900 million over eight years [5]. Group 2: Legal and Financial Implications - Amazon's lawyers expressed concerns during a court hearing, stating that Saks improperly used its flagship store on Fifth Avenue as collateral for a $1.75 billion loan, which allowed Saks to continue operations during bankruptcy [5]. - The relationship between Saks and Amazon has deteriorated, with potential for future legal disputes [5]. Group 3: Brand Concerns - Top luxury brands under Saks are reportedly opposed to the partnership, fearing that selling on a mass e-commerce platform could dilute their brand value [6]. - These brands may leverage the bankruptcy negotiations to challenge the partnership with Amazon [6].

By Nicholas P. Brown NEW YORK, Jan 30 (Reuters) - Bankrupt retailer Saks Global is ending its "Saks on Amazon" partnership with e-commerce giant Amazon.com, a source ​with direct knowledge of the decision said on Friday. The partnership was already ‌in dire straits when Saks filed for bankruptcy earlier this month, but the retailer had yet to ‌say outright it was exercising its right under Chapter 11 bankruptcy to reject the contract. On Friday, a source said Saks will wind down its Saks on Amazon sto ...