编辑｜杨文 Figma，危矣！ 大前天，谷歌发了条推文，重磅更新旗下 AI 设计工具 Stitch 。 这一更新不要紧，直接干掉 Figma 当天 8.8% 的股价。自 2025 年 8 月 IPO 以来，Figma 的股价已累计下挫约 80%。 Stitch 是个啥？ Stitch 本是一个由 Google Labs 研发、Gemini 模型驱动的 AI 原生设计平台，此次更新，谷歌借鉴 AI 圈大火的「vibe coding」概念，将其重新定位为「氛围设计平 台」（vibe design platform）。 所谓「氛围设计」，就是让用户仅凭自然语言描述，就能在 AI 原生无限画布上快速生成高保真界面、交互原型和一致性设计系统。 它直接面向独立开发者、产品经理和设计师，将从创意到可点击原型的周期压缩到分钟级，重塑传统 UI/UX 工作流。 有人调侃设计师们震惊又无奈的反应： 具体来说，Stitch 有三大亮点： 智能 设计 Agent ：只需描述一个商业概念或 App 愿景，即可看到它在 AI 原生画布上逐步成形。 快速迭代 ：将多个画面串联成可交互原型，同时管理品牌设计系统。 语音协作 ：通过免提语音交 ...

Core Viewpoint - The "Magnificent Seven" stocks have performed well in recent years, driven by AI demand, but have recently seen declines from their all-time highs, presenting potential investment opportunities in five of these stocks [1]. Group 1: Nvidia - Nvidia is trading at 22.2 times forward earnings and is projected to achieve a 70% revenue growth this year due to high demand for its GPUs [2]. - Despite a recent decline of over 10% from its all-time highs, Nvidia is viewed as an excellent investment opportunity as AI demand is expected to continue rising [4]. Group 2: Alphabet - Alphabet's stock is also down around 10% from its highs, but it has established itself as a leader in generative AI with its model, Gemini [5]. - The company has a market cap of $3.6 trillion and a gross margin of 59.68%, making it a strong long-term AI investment [7]. Group 3: Microsoft - Microsoft is down more than 25% from its all-time high, presenting a buying opportunity as it trades at about 25 times earnings, which is considered cheap historically [8][10]. - The company's business remains strong, despite the stock falling out of favor with the market [10]. Group 4: Amazon - Amazon's stock is down around 15% from its all-time high, but its AWS segment is experiencing significant growth, with a 24% revenue increase in the fourth quarter [11]. - AWS contributed to 50% of Amazon's operating profits, highlighting its importance as a key investment driver [12]. Group 5: Meta Platforms - Meta Platforms is the cheapest stock on the list, trading at 20.9 times forward earnings, which is lower than the S&P 500 average [13]. - Despite concerns over AI spending and future outlook, Meta is still generating profits and is expected to make a strong comeback, making it a compelling investment option [15][16].

以下文章来源于蓝点网 ，作者山外的鸭子哥 谷歌目前正在致力于到 2027 年关闭安卓系统的侧载安装功能，即要求用户必须通过 Google Play 应用商店下载安装应用，谷歌的理由是商店应用经过审核可以降低诈骗风险。 而杀猪盘等诈骗团伙经常会利用言语诱导或逼迫用户安装恶意应用并窃取用户数据，因此谷歌认为关闭安卓侧载功能是有必要的，谷歌未来也希望将该政策推广到全球市场。 但为平息专业玩家和开发者的怒火，谷歌这段时间一直在修改安卓侧载流程，即确保专业玩家和开发者仍然能够顺利侧载安装应用，只不过谷歌的改进流程可能并不会让用户满意。 注：这个和国内用户应该没啥关系，而且国内安卓系统想要侧载安装 APK 也早就要经历繁琐的过程才能侧载了。 蓝点网 . 科技资讯、软件工具、技术教程，尽在蓝点网。蓝点网，给你感兴趣的内容 #系统资讯 谷歌发布安卓系统侧载新规：启用开发者模式并等待 24 小时后才能安装 APK，否则只能从 Google Play 中安装应用。谷歌的理由是提高安全保护打击诈骗，但也给专业玩家和开发者们提供能够轻松侧载安装的途径，启用开发者模式后，后续可以自由侧载安 装应用。 编辑校对： 蓝点网 / 山外的鸭子 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

美股再遭猛烈抛售。 隔夜美股市场全线大跌，纳指重挫超2%，标普500指数大跌1.51%，大型科技股集体收跌。消息面上，据新华 社报道，美国军方正在向中东地区增派3艘军舰和约2500名海军陆战队员。 有分析指出，中东紧张局势持续升级，加剧了市场对战争持续更长时间的担忧，VIX恐慌指数大涨超11%。另 外，能源冲击引发的通胀担忧彻底重塑了全球利率预期，市场不再押注美联储年内降息。 值得一提的是，在美股收盘后，据央视新闻报道，当地时间3月20日，美国总统特朗普在其社交媒体"真实社 交"发文表示，随着他们考虑逐步降级在中东针对伊朗政权所开展的各项重大军事行动，他们已非常接近实现 既定目标。 全线大跌 美东时间3月20日，美股三大指数低开低走，截至收盘，标普500指数大跌1.51%，纳指大跌2.01%，双双收于 2025年9月以来的最低水平；道指跌0.96%，为去年10月以来最低收盘价。 美股大型科技股集体重挫，英伟达、特斯拉大跌超3%，谷歌、Meta大跌超2%，微软、亚马逊跌超1%，苹果 收跌0.39%。 费城半导体指数大跌2.45%，Coherent大跌近8%，英特尔大跌5%，阿斯麦跌超3%，博通跌近3%。 存储概 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜张楠 北京时间3月21日，美股三大指数集体收跌。道指跌0.96%，本周累跌2.11%，连续四周下跌， 创下自2023年2月以来最长的周线连跌纪录；纳指跌2.01%；标普500指数跌1.51%。 欧洲主要股指收盘普跌。德国DAX 30指数跌2%，法国CAC40指数跌1.82%；意大利MIB指数 跌1.97%；英国富时100指数跌1.44%。 | 道琼斯工业 | 纳斯达克指数 | 标普500 | | --- | --- | --- | | 45577.47 | 21647.61 | 6506.48 | | -443.96 -0.96% -443.08 -2.01% -100.01 -1.51% | | | | 美国科技七巨头 中概科技龙头 | | 中国金龙 | | 59068.36 | 3623.68 | 6742.84 | | -1226.84 -2.03% -92.11 -2.48% -202.55 -2.92% | | | | 道琼斯期货 | 纳斯达克100期 | 标普500期货 | | 46110 | 24217.25 | 6588.50 | | -231 -0.50% ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

S&P 500 down 1.5%, Dow Jones slip 400 points as Iran conflict lifts oil S&P 500 down 1.5%, Dow Jones slip 400 points as Iran conflict lifts oil Stock market Author Ananthu C U Mar 20, 2026, 20:27 PM US stocks closed sharply lower on Friday, as escalating tensions in the Middle East and surging oil prices weighed on investor sentiment and raised concerns about inflation and interest rates. The Dow Jones Industrial Average fell about 0.96% or 443 points to 45,577.47, while the S&P 500 dropped 1.51% to 6,506.4 ...

分组1 - The ongoing competition between AI companies and the Pentagon involves billions of dollars, with Anthropic highlighting potential losses if excluded from government contracts [2][3] - Google and OpenAI are positioned to capitalize on the urgency for the government to adopt generative AI technologies, which could lead to long-term entrenchment in government contracts [3][4] - The political landscape significantly influences government contracts, with potential shifts in administration affecting the status of companies like Anthropic [4][5] 分组2 - Jeff Bezos is reportedly in talks to raise a $100 billion fund for AI manufacturing, which could be one of the largest funds dedicated to this sector [7][8] - This initiative is seen as a major opportunity for Bezos, potentially rivaling his achievements with Amazon, as it aims to automate industrial processes [9][10] - The influx of capital into AI manufacturing is expected to drive demand for AI technologies across various industries, enhancing operational efficiency and decision-making [12][13] 分组3 - The transition to AI-driven manufacturing may lead to significant changes in the real estate landscape, as traditional manufacturing spaces could be repurposed for AI-related operations [14] - While automation may increase efficiency, it also raises concerns about job displacement in core sectors of the economy, highlighting a potential crisis if automation replaces essential jobs [15]