达沃斯论坛，AI两大巨头罕见同台，开启一场关于AGI未来重磅对话。Dario Amodei惊人预测：AI全面取代软件工程师，最快只需6个月！同时，一半初 级白领岗未来1-5年全部消失。 达沃斯这个全球大佬扎堆的地方，Anthropic和谷歌DeepMind CEO再次同框。 这一次，他们坐在一起聊的是一个让人既兴奋又发怵的话题——AGI降临之后的第一天。 与去年巴黎那次不同，他们的预期里都带着点「真的快来了」的紧迫感。 半个小时炉边对话中，Dario Amodei扔出了一枚震撼所有人的「核弹」—— AI端到端接管软件工程师（SWEs）几乎全部的工作，倒计时仅剩6-12个月了！ 同时他还爆出，Anthropic内部工程师基本不手写代码了，全由AI操刀，人类只负责审查和引导。 Dario Amodei和Demis Hassabis几乎同时承认，通往AGI的路，已经看得越来越清楚了。 随着模型参数规模不断Scaling、多模态越来越强、智能体越来越自主——这些叠加在一起，AGI逼近仅剩时间问题。 以下是访谈的主要亮点，核心观点全在这里—— Dario Amodei： 2026年/2027年，AI模型会在多领域达到「 ...

Alphabet (NASDAQ: GOOGL), the parent company of ubiquitous search engine Google, put the Magnificent in the Mag 7, ending 2025 as the top performer in the group, with a 66% return. This was a different outcome from what some expected earlier in the year, when concerns that Alphabet had fallen behind in the AI race weighed on its stock. While Alphabet certainly deserves its bouquets, the question now is whether this stellar 2025 performance can continue this year.What Drove Alphabet’s Strong 2025 Performance ...

| CURSOR | N Notion | OpenEvidence) | ABRIDGE | nclay | | --- | --- | --- | --- | --- | | GAMMA | WRITER | ZED INDUSTRIES | allip | SUPERHUMAN | | World Labs | P MERCOR | ◆ Mirage | Bland® | = descript | 图片来源： theinformation 知情人士透露，人工智能初创公司 Baseten Labs 以 50 亿美元的估值筹集了 3 亿美元资金。 部落后 and Z | Z Potentials e 2017 公众号 社群 我们与Z Potentials同频共振， 交流和分享你们的故事和想法, 我们会是最好的倾听者。 Interview Product Event Research Yuca Hong % captain199508 主要关注AI、智能硬件、全球化等前沿科技， 前四大交易并购。中国注册会计师。 % qq2943115158 Kelly Xu 主要关注AI、智能硬件出海等科技领域。欢迎 交流。 ...

Market Overview - U.S. equity markets ended the fourth quarter positively, with the S&P 500 and Nasdaq 100 rising 2.4% and 2.6% respectively, while the Dow Jones Industrial Average led with a 3.6% return [2] - The Russell 1000 Growth Index lagged, increasing only 1.1% as investors shifted from high-growth technology stocks to more defensive sectors [2] - The quarter was marked by significant volatility, influenced by a 43-day government shutdown that affected market transparency and risk appetite [2] Economic and Monetary Policy - Approximately 83% of S&P 500 companies reported positive earnings surprises, indicating a broadening economic recovery beyond the "Magnificent Seven" [4] - The Federal Reserve implemented two 25-basis point cuts, bringing the federal funds rate to a range of 3.50% to 3.75% by year-end, and concluded its quantitative tightening program [4] - The Fed's balance sheet expanded by approximately $100 billion to $6.6 trillion, reflecting a shift from "abundant" to "ample" bank reserves [4] Sector Performance - Ithaka's portfolio underperformed the Russell 1000 Growth Index by 700 basis points, with stock selection detracting 740 basis points from relative performance [6] - Positive relative returns were generated in the Materials and Processing sector, while Technology and Consumer Discretionary sectors were significant sources of underperformance [7] - Weakness in Technology was attributed to fears of AI disintermediating software stocks, while Consumer Discretionary faced pressures from consumer spending concerns [7] Top Contributors and Detractors - Top contributors included Intuitive Surgical (26.6% return), Advanced Micro Devices (32.4%), and Alphabet (28.9%), driven by strong earnings and positive investor sentiment [9][10][12] - Major detractors were ServiceNow (-16.8%), Netflix (-21.8%), and Veeva Systems (-25.1%), with concerns over AI impacts and unexpected financial disclosures affecting stock performance [9][15][16] Investment Strategy and Outlook - Ithaka initiated three new positions and eliminated four during the quarter, with a trailing 12-month turnover of 22.1% [17] - The investment approach focuses on long-term wealth creation through concentrated positions in high-quality companies with strong management and favorable market conditions [4][19] - The narrative around AI is shifting towards tangible productivity gains, suggesting that the economic opportunities from AI will continue to expand [18]

来源：环球网 在施密特看来，欧洲若想在全球AI模型与智能体研发竞赛中占据主动，必须采取双重举措：一方面需 加大对本土开源AI实验室的资金投入，构建自主可控的技术体系；另一方面要破解能源价格飙升难 题，加快建设适配AI训练需求的数据中心基础设施。值得关注的是，施密特曾联合创办数据中心公 司，深耕基础设施能源需求解决方案领域，他同时也对美国AI发展过程中电力供应面临的压力表达了 担忧。（纯钧） 【环球网科技综合报道】1月21日消息，据彭博社报道，在近日举行的达沃斯世界经济论坛上，谷歌前 CEO、科技投资人埃里克·施密特发表重要观点，呼吁欧洲加速布局自身开源人工智能（AI）生态建 设，同时着力解决能源价格高企问题，否则可能面临对中国AI模型产生依赖的局面。 施密特指出，当前全球AI领域呈现出差异化发展态势：美国企业普遍倾向于闭源模式，相关技术多通 过购买、授权等方式流通，谷歌的Gemini、OpenAI的ChatGPT等热门模型均采用这一模式。这种模式虽 能为用户提供更顺畅统一的使用体验，但存在成本较高、灵活性不足等局限。与之相对，中国在"开放 权重"类开源模型开发方面处于领先地位，这类模型具备更高的透明度，为技术 ...

你有没有过这种体验？ 写周报时，翻遍五六个系统扒数据；跟客户沟通时，反复解释同一个问题；处理工作流程时，卡在跨部 门对接的环节动弹不得……我们总说AI能提高效率，但以前的AI，更像个"问答机器"——你问它才答， 你不说它就躺平。 但Google Cloud刚出的《AI智能体趋势2026》报告说，2026年这一切要变了。AI会从"只会回答问题的 工具"，变成能听懂目标、拆任务、跨系统自己干活的"得力帮手"（也就是报告里说的AI智能体）。 这不是遥远的畅想，而是已经在发生的现实。今天就跟你掰开揉碎了聊：这波AI变革到底会怎么改咱 们的工作，普通人该怎么抓住机会？ 数据助理：扒遍公司内外的结构化数据，找出市场趋势； 分析助理：24小时盯竞品动态、社交媒体口碑，每天给你发一页核心洞察； 内容助理：按公司的品牌语气，写好社交媒体文案和博客初稿； 创意助理：给文案配图片、剪视频； 报告助理：每周自动拉取campaign数据，生成分析总结。 一、核心转变：从"人亲自干活"，到"人管AI干活" 这波AI变革最核心的变化，不是"干活更快了"，而是"干活的方式变了"。 以前咱们谈AI，总说"帮人把事做快"——比如AI帮你写初稿、 ...

谷歌AI商业化加速兑现 Gemini的热销有望进一步提振Google Cloud谷歌云核心服务器销售业务的营收。 谷歌旗舰AI大模型Gemini的调用量正迅速增加。 综合The Information、WebProNews等科技媒体报道，谷歌通过谷歌云平台，以应用程序编程接口 （API）的形式对外授权Gemini模型的使用权限，内部数据显示，自今年3月Gemini 2.5版本首次发布以 来，Gemini接口调用量从约350亿次一路攀升，到8月已增至约850亿次，实现超过140%的增长； Gemini企业订阅用户已增长至800万。 另有一位了解谷歌销售策略的人士表示，由于客户在人工智能业务上的投入往往会带动其在谷歌其他产 品上的支出，Gemini的热销有望进一步提振Google Cloud谷歌云核心服务器销售业务的营收。从一开 始，Gemini便战略性地嵌入了谷歌生态系统（包括Workspace和云服务）。 与此同时，这一增长势头还有望推动谷歌另一项尚处起步阶段的业务——基于Gemini模型的软件销 售。曾任职于谷歌云的相关人士表示，这类软件是谷歌提升人工智能业务利润率的关键抓手。该战略的 核心产品是Gemin ...

Key Points - Sony officially announced the spin-off of its television business, forming a joint venture with TCL, where TCL will hold 51% and Sony 49% [4][5] - The new company will manage the entire global operations of television and home audio equipment, with plans to start operations by April 2027, pending regulatory approvals [4][5] - Sony's market share in China has significantly declined, with foreign brands collectively holding less than 5% of the market share in 2024, averaging around 1.25% each [4][5] - The overall shipment of televisions in China is projected to drop by 8.5% in 2025, reaching a new low since 2010, with the top eight brands dominating 94.1% of the market [5] - Xiaomi responded to two vehicle fire incidents, stating that the power batteries were functioning normally at the time of the incidents [10][11] - MiHoYo announced the closure of the Genshin Impact server operated in partnership with Xiaomi, effective January 20, 2025, due to strategic adjustments [12] - New Oriental's founder, Yu Minhong, announced the hiring of Chen Xingjia as a consultant with an annual salary of 1.5 million RMB, amidst controversy over high salaries in the nonprofit sector [7][8] - The mobile phone market in China for 2025 shows Vivo, Xiaomi, and Apple as the top three brands by activation volume, with Xiaomi's growth attributed to the success of its 17 series [21][22] - Hikvision reported a slight increase in revenue for 2025, achieving 92.517 billion RMB, with a net profit of 14.188 billion RMB, reflecting a growth of 18.46% year-on-year [30]

Company Performance - Alphabet's stock closed at $322.00, down 2.42%, underperforming the S&P 500's loss of 2.06% [1] - Over the past month, Alphabet's shares gained 6.53%, outperforming the Computer and Technology sector's gain of 1.71% and the S&P 500's gain of 1.63% [1] Upcoming Earnings - Alphabet's earnings report is scheduled for February 4, 2026, with an expected EPS of $2.59, indicating a 20.47% growth year-over-year [2] - Revenue is projected to be $94.6 billion, reflecting a 15.9% increase compared to the same quarter last year [2] Full Year Estimates - For the full year, analysts expect earnings of $10.58 per share and revenue of $340.26 billion, marking changes of +31.59% and 0% respectively from the previous year [3] Analyst Estimates - Recent changes in analyst estimates indicate a positive outlook for Alphabet's business performance and profit potential [4] - The Zacks Rank system, which incorporates these estimate changes, currently ranks Alphabet at 3 (Hold) [6] Valuation Metrics - Alphabet's Forward P/E ratio is 29.88, which is a premium compared to the industry average of 17.85 [7] - The PEG ratio for Alphabet is 1.82, compared to the Internet - Services industry average of 1.76 [7] Industry Ranking - The Internet - Services industry, part of the Computer and Technology sector, has a Zacks Industry Rank of 67, placing it in the top 28% of over 250 industries [8]

The latest 13F filing from TCI Fund Management offers a crisp look at how Chris Hohn continues to express a long-duration, quality-compounder equity strategy while tactically adjusting position sizes amid a more uncertain macro backdrop.TCI remains one of the cleanest expressions of global quality investing — concentrated, benchmark-agnostic, and fundamentally driven. The portfolio continues to favor high-ROIC businesses with pricing power, recurring revenues, and strong competitive moats. The latest quarte ...