以下文章来源于字母AI ，作者彦飞 字母AI . 聚焦前沿科技，抢先看到未来。 豆包还没做成的AI手机助手，小米、三星和苹果三大手机厂商正试图捷足先登，而 关键催化剂正是风靡全球的开源多智能体框架OpenClaw。 上周，小米启动移动端AI Agent产品miclaw的小规模封闭测试。根据官方介绍，这是一款基于小米自研MiMo大模型构建的AI交互测试产品，旨在探 索模型从"对话能力"向"系统级执行能力"的落地路径。雷军难掩兴奋之情， 连发三条微博，将miclaw称为"手机龙虾"。 2月底，三星发布新款手机Galaxy S26。新品的最大亮点之一，是搭载了谷歌Gemini手机智能体，能够实现一键点外卖、叫车等跨应用操作。 三星手机+谷歌Gemini的手机端组合，技术路径与PC端OpenClaw迥然不同，且前者需要用户主动发出需求，而后者可以主动找活儿、自动完成任 务。但 两者的终极目的非常一致，都是想让AI变得更"有用"、能办事。 倘若"手机龙虾"做成了，对谁的威胁最大？很可能是AI常年拉胯、Siri完全扶不起来的苹果。 或许正是因为看清了这一点，苹果在2026年初终于放下了与生俱来的孤傲，向谷歌伸出橄榄枝，宣 ...

Core Insights - Elevated Chinese exports have positively impacted the stock prices of major companies such as Alibaba, Temu, and Baidu, indicating a potential recovery in the Chinese economy and increased demand for their products and services [1] Company Analysis - Alibaba's shares have seen a significant increase due to the rise in exports, reflecting investor confidence in the company's ability to capitalize on the growing market [1] - Temu, a rising e-commerce platform, has benefited from the export surge, suggesting its expanding role in the international market [1] - Baidu's stock performance has also improved, highlighting its resilience and adaptability in a changing economic landscape [1] Industry Trends - The overall increase in Chinese exports signals a potential rebound in the manufacturing sector, which could lead to further growth opportunities for technology and e-commerce companies [1] - The positive export data may encourage more foreign investment in Chinese companies, enhancing their market positions and competitive advantages [1]

编辑｜杨文 这段时间，国内最流行的一阵风就是「养龙虾」，即安装并训练 OpenClaw。 连马化腾都没想到会这么火。 各个大厂争相入局 。 继上周的线下免费安装活动后，腾讯又连出三招：企业微信接入 OpenClaw；推出类 OpenClaw 产品 WorkBuddy；同时打造 QClaw 支持一键安装和本地部署。 甚至 由于 WorkBuddy 国内公开测试上线后，用户访问量远超预期， 一度出现 服务不稳定的情况。 此外，字节跳动的扣子平台上线了类 OpenClaw 社区 InStreet 论坛，火山引擎推出云上 SaaS 版产品 ArkClaw； 阿里开源了团队版产品 HiClaw； 支付宝通过 Tbox 平台向公众开放免费体验 OpenClaw 入口； 小米的「手机龙虾」Xiaomi Miclaw 也开启小范围封测。 放眼望去，腾讯、百度、阿里巴巴、字节跳动、美团、京东、小米、华为、荣耀等科技厂商 纷纷发布接入或一键部署 OpenClaw 的相关动向，甚至连英伟达 都计 划推出一个名为 NemoClaw 的 AI 智能体开源平台。 这一幕是不是有点眼熟？去年各家接入 DeepSeek 时也曾出现过如此盛况 ...

2026.03. 10 可以说，大厂们对于招募AI人才的倾斜力度达到了前所未有的高度。一位科技厂商的工程师对第一财经记者感慨：这应该是历年来最"卷"的一次春招， 也是最AI的一次。 这背后是一场关乎未来十年核心竞争力的战略性人才储备战。各大公司正通过提供海量岗位、倾斜AI领域、优化薪酬体系以及构建系统化培养路径，向 全球青年才俊发出最强烈的信号：投身AI，正当其时。 "AI含量"飙升 本文字数：2232，阅读时长大约4分钟 作者 | 第一财 经 刘佳 未来是AI的，但归根结底是AI人才的。2026年的春季校园招聘成为了一场围绕AI人才争夺战。截至目前，字节跳动、腾讯、百度、美团、蚂蚁集团等 相继亮出春季校园招聘或实习生招聘计划，共计释放出近3万个岗位，其中AI相关职位占比创下新高。 不久前，腾讯青科实训营还曾发文招募全球中学生来腾讯做暑期实践，一度引发网友热议。科技行业已经将人才选拔的目光投向比大学生还要年轻的群 体。 人才储备是大厂构筑 AI 技术护城河的关键，校园招聘则是获取新鲜血液、培养核心团队最核心的渠道。 百度启动了公司史上最大规模暑期实习招聘，目前AI含量最高。该公司面向2027届毕业生开放超50 ...

截至目前，萝卜快跑无人驾驶已在全球26个城市落地，累计订单超2000万。 3月10日，知情人士对第一财经独家透露，百度旗下无人驾驶出行服务平台萝卜快跑已于近日恢复了在 迪拜与阿布扎比的全无人测试与运营服务。双城同步推进，意味着其海外全无人落地进程进一步提速， 为在阿联酋实现规模化商业运营奠定基础。 公开资料显示，萝卜快跑已于2026年1月拿下迪拜首个全无人测试许可，并同步启用了其首个海外无 人驾驶运营基地；同月，在阿联酋另一重要城市阿布扎比，萝卜快跑也正式向公众开放全无人驾驶出行 服务。 记者｜刘佳 编辑 ｜瑜见 ...

Core Viewpoint - The article emphasizes the significant growth and transformation of the mobile internet landscape in China by 2025, driven by advancements in AI technology and changing user demographics, leading to new competitive dynamics among major internet companies. Group 1: Mobile Internet Growth - By December 2025, the monthly active user (MAU) count for mobile internet reached 1.276 billion, with average daily usage time increasing to 7.96 hours, reflecting a year-on-year growth of 6% [4][18] - The user engagement metrics, including daily usage frequency of 112.9 times, also saw a year-on-year increase of 2.1% [4][18] - The growth is attributed to improved user quality, with 73.3% of users coming from tier-three cities and above, and significant increases in specific sectors like AIGC and audiobooks, which saw usage time growth of 176.7% and 64.4% respectively [4][5] Group 2: User Demographics and Spending Power - The user base is segmented into three age groups: 21.2% under 24 years, 51% between 25 to 50 years, and 27.8% over 51 years, indicating a strong consumer potential among the 25 to 50 age group [5] - The proportion of users with a spending capacity of over 1,000 yuan reached 72.4%, while those in the mid-to-high price segment (over 2,000 yuan) accounted for 70.2% [5] - The aging population trend is leading to an increase in the "silver economy," with older users becoming a significant consumer group [5] Group 3: Competitive Landscape - The competition among major internet companies has intensified, with Tencent, Douyin, and Alibaba leading the user base, each exceeding 1.2 billion MAUs [7][27] - Tencent remains the largest player with 1.275 billion users, while Douyin and Alibaba are rapidly closing the gap with growth rates of 11.9% and 3.7% respectively [7] - The competition has shifted from merely acquiring users to leveraging AI technologies for deeper user engagement and ecosystem development [27][30] Group 4: AI Integration and Application - By December 2025, the overall scale of AI on mobile platforms reached 722 million, with AI-native apps showing a significant increase in user engagement, averaging 143.2 minutes per user [6][30] - AI applications are increasingly replacing traditional apps, with user time on AI-native apps growing by 22.3% from January to December 2025 [6] - Major companies are investing heavily in AI-native applications, with the top 50 AI apps dominated by Alibaba, Baidu, Douyin, and Tencent, which collectively account for 64% of the user base [6][30] Group 5: Marketing and Advertising Trends - The internet advertising market in China reached 793.08 billion yuan in 2025, growing by 4.6% year-on-year, driven by AI marketing and emotional marketing strategies [50] - The advertising strategies are evolving, with a focus on emotional and experiential marketing, particularly in sectors like tourism and lifestyle [50][61] - The integration of online and offline marketing channels is becoming increasingly important, with brands leveraging local consumption scenarios to enhance engagement [75][79]

资料 图。 百度 2025 年财报里的阵痛与新生 王琳 AI成为百度新核心，迎来了关键一年 。 2月26日，百度集团正式发布2025年第四季度及全年未经审计财务业绩，作为国内AI战略布局 最早的科技巨头，这份财报不仅是一份年度经营答卷，更是其从传统互联网搜索平台 、 向AI 原生科技公司转型的关键里程碑。 财务数据直观地展示了这场转型带来的阵痛与新生 ： 传统广告业务持续萎缩 ，全年营收微 降，利润受 持续高投入等因素 影响大幅波动，但与此同时，AI新业务 全年 收入暴增48%至 400亿元，自动驾驶订单 四季度单季 翻了两番， 现金流转正企稳 。 一边是旧业务"瘦身"，一边是新业务"狂奔"，属于搜索的时代 渐远，尽管转型之路压力犹存， 但 属于AI的新主场，百度已就位。 全年营收微降，利润承压 2025年全年，百度实现总营收129 0 . 8 亿元，同比下降3%，其中第四季度单季营收327.4亿 元，环比增长5%，同比下降4%。 利润端呈现显著波动。 2025 年全年百度经营亏损为58亿元及经营亏损率为5%，归属百度的净 利润为56亿元，净利润率为4%，主要受162亿元长期资产减值、AI持续高投入及组织优化 ...

关注数字化和智能化，汇聚最专业的人，提供有料有趣有价值的内容。 本文作者：周享玥，编辑：赵艳秋，头图来自：AI生成 以下文章来源于数智前线 ，作者周享玥 数智前线 . 这是一个百亿级风口，各类玩家蜂拥而至。"原来做传统影视、动画、网文、游戏，以及做信息技 术、智能体研发的，全都在往赛道上跑。"罗琳凡观察，赛道中也不乏跨界者，如有的本是投融资出 身，希望通过漫剧切入AI赛道。 企查查数据显示，2025年新增注册漫剧相关企业8.02万家，同比增长37.1%。截至2026年2月5日，现 存24.5万家，2026年已新增注册7307家。 AI视频生成领域的变化颇为戏剧性。 1月底，在成都一场由非凡产研发起的AIGC线下沙龙上，火山引擎大模型产品高级总监陈杰向数智 前线坦言，短剧、漫剧的AI应用2025年才起步，承制方可用AI替代部分镜头，但在相当长一段时间 因抽卡率仅20%–30%，完全自动化尚不可行。当抽卡率提升至50%以上，应用价值才会显著提升。 仅仅10多天之后，Seedance2.0发布，局面彻底改变。数智前线获悉，Seedance已经成为字节排首位 的新兴业务。 "很多传统影视行业的人在春节里睡不着觉。"与 ...

Core Viewpoint - The article discusses the rise of OpenClaw, an open-source AI framework that has sparked a nationwide trend in China, transforming from a niche interest among tech enthusiasts to a widespread phenomenon impacting the AI industry and creating new business opportunities [4][5][13]. Group 1: OpenClaw Overview - OpenClaw is an intelligent agent framework that allows large models to gain local operating system permissions, enabling them to perform tasks such as reading and writing files, running scripts, and managing emails [9][10]. - The framework was initiated by retired programmer Peter Steinberger in November 2025 as a weekend project aimed at overcoming the limitations of traditional large models [7][9]. Group 2: Market Response and Business Opportunities - The demand for OpenClaw has led to a surge in services offering installation and configuration, with prices ranging from 300 to 800 yuan, and an average market price of 500 yuan per session [11][12]. - Major cloud service providers like Baidu, Tencent, and Alibaba have recognized the business potential, offering deployment services and tutorials to attract users [12][15]. Group 3: Economic Impact on AI Models - OpenClaw's execution capabilities have created a significant revenue stream for underlying AI models, with companies like Kimi experiencing a surge in API usage and revenue, surpassing their previous annual earnings in just a few weeks [17][18]. - The framework has become a "gold mine" for cloud service providers, who package computing power and API access into subscription services, catering to a growing developer demand [15][17]. Group 4: Societal Implications and User Behavior - The phenomenon has generated a collective anxiety known as FOMO (Fear of Missing Out), with many users deploying OpenClaw without a clear understanding of its practical applications [20][21]. - The article highlights a disparity in adoption rates, noting that nearly half of OpenClaw's users are from China, where there is a strong drive for efficiency and productivity in AI applications [22][24]. Group 5: Reflection on Technology and Purpose - The article emphasizes the importance of using technology like OpenClaw to solve real problems rather than merely following trends, suggesting that without practical applications, such tools may become ineffective [25][26]. - It concludes that while the excitement around OpenClaw may fade, the discussions it has sparked about the commercialization of AI in China are just beginning [27].

Baidu Inc. (NASDAQ:BIDU) is among the 10 most undervalued stocks to buy and hold for 10 years. On March 5, Barclays lowered its price target on Baidu Inc. (NASDAQ:BIDU) shares to $128 from $147 while maintaining an Equalweight rating, citing diverging trends between the company’s growing AI-related revenues and declining legacy advertising revenues. Barclays noted that the adoption of AI chatbots has created a substitution effect on traditional search, placing Baidu Inc. (NASDAQ:BIDU) in a position where ...