前言 2026年1月8日，Meta宣布的20亿美元收购案突然被按下了暂停键。中国商务部宣布对Manus技术出口开 展调查，这笔看似风光的跨国交易瞬间蒙上了阴影。 Manus从武汉起步，却在估值飙升后将主体迁至新加坡，试图通过"金蝉脱壳"将核心资产卖给美国企 业。这一操作被监管精准捕捉，引发了巨大争议。 为何"新加坡洗澡"未能洗掉技术源头？谁在为这场百亿赌局买单？ 编辑：N 收购案突然卡壳 2026年开年，科技圈就被这桩百亿大案炸开了锅。美国巨头Meta宣布收购AI初创公司Manus的消息刚传 开，不少人还以为这是中国技术走向全球的高光时刻，转头就被商务部泼了一盆冷水。 这场看似风光的并购，实则藏着太多耐人寻味的操作——公司从中国起家，靠中国人才和技术崛起，却 在估值飙升后火速"换壳"新加坡，并转头就把核心资产卖给美国企业。 这波"吃尽红利就跑路"的操作，如今被监管死死盯住，被查真的一点都不过分。事情得从2025年3月说 起，那个会写代码、能拆解复杂任务的AI智能体横空出世，内测资格在开发者圈子里被炒到天价。 肖弘和他那帮华中科大的技术骨干，在北京跟武汉两头扎根做出来的东西，让硅谷那些见多识广的投资 人都眼前一 ...

Core Insights - The development of the AI industry requires appropriate infrastructure for computing within AI applications and for cloud storage and applications [1] Group 1: Infrastructure Needs - Hyperscalers and niche IT companies are essential for providing the necessary infrastructure services to support AI applications [1]

行 华福证券 机械设备 2026 年 01 月 17 日 业 研 究 行 业 定 期 报 告 机械设备 3C 设备周观点：Meta 押注 AI 可穿戴设备， Open AI 或将推出首款硬件产品 投资要点： Meta 拟扩大 AI 眼镜投资 据 XR 控引用彭博社报道，Meta 公司首席技术官安德鲁·博斯沃 思通过内部备忘录确认，已正式启动裁员计划，核心战略将从元宇宙 全面转向 AI 可穿戴设备。此外，Meta 及其制造合作伙伴依视路陆逊 梯卡正考虑在 2026 年底前将合作生产的 AI 智能眼镜年产能提高一倍 至 2000 万副，并可能根据市场情况进一步提升至 3000 万副。 龙头积极布局眼镜市场 随着苹果、三星等硬件厂商以及小米、百度、阿里等企业的入场， 智能眼镜赛道愈发火爆。 Meta：据 XR 控报道，依视路陆逊梯卡集团近日发文表示，其与 Meta 合作推出的智能眼镜市场表现强劲，部分款式上市即售罄， Ray-Ban Meta 系列年销量同比增长超过 200%。 苹果：据映维网 Nweon 报道，彭博社引述知情人士称，苹果正优 先开发能与 Meta 竞争的 AI 眼镜，第一款智能眼镜或不配备显示屏， ...

本报（chinatimes.net.cn）记者赵奕 上海报道 元宇宙，这个曾被描绘为"互联网未来"的概念，如今却成了负累。 近日，Meta宣布对元宇宙业务部门Reality Labs实施10%的裁员，涉及约1500人。此前，Meta创始人扎 克伯格曾明确表示，要将公司资源从元宇宙向AI倾斜。在过去五年中，元宇宙业务给Meta造成了超700 亿美元的巨额亏损。 面对持续失血的元宇宙业务，Meta做出了"撤退"的选择。2025年12月，公司宣布削减元宇宙相关部门最 高30%的预算，暂停Horizon OS系统向第三方开放的合作计划。2026年初的裁员更是直指元宇宙业务核 心，被裁的1500多人，多为元宇宙项目的核心开发者，包括游戏设计师和VR工程师。除此之外， Sanzaru Games、Twisted Pixel和Armature Studio等多个VR游戏工作室也被直接关闭。 与此同时，Meta将节省的资金与人才全面转向AI领域，不仅斥巨资收购Scale AI、Manus等AI企业，还 在联合雷朋（Ray-Ban）、奥克利（Oakley）等品牌开发AI智能眼镜。 "AI跑赢了时间，元宇宙透支了预期。"全联并购 ...

Meta Platforms ( NASDAQ:META ) has delivered outstanding performance compared its hyperscaler peers such as Apple ( NASDAQ:AAPL ), Amazon ( NASDAQ:AMZN ), Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ), and Microsoft ( NASDAQ:MSFT ). ...

The large deal is a signal of investors’ interest in companies that power led the round with additional ClickHouse has added billions to its valuation since May, when Khosla Ventures and other investors said it was worth $6.35 billion. The company will use the funds to accelerate product development and boost sales and marketing, said co-founder and Chief Executive Officer Aaron Katz.The company is also acquiring Germany’s The safety of AI output is becoming an increasing focus for tech companies, said Tan ...

Meta Platforms Inc. (NASDAQ:META) is one of the best blue-chip stocks to buy for 2026. On January 9, CNBC reported that Meta Platforms Inc. (NASDAQ:META) has signed nuclear energy deals with Vistra, TerraPower, and Oklo. The deals are part of the company’s bid to secure clean energy to power its Prometheus supercluster as it seeks to develop superintelligence. BofA Securities Asserts Buy Stance as Meta Platforms, Inc. (META) Inks Nuclear deals to Support AI Infrastructure Meta App 3D sign Prometheus is ...

Core Viewpoint - Meta Platforms (META) is currently viewed as being in correction territory, presenting a favorable opportunity for investors to acquire shares following a disappointing Q3 report that included a significant one-time charge [1]. Company Analysis - The Q3 report from Meta Platforms was described as shocking, indicating potential underlying issues that may affect investor sentiment and stock performance [1]. - The company is experiencing a decline in share price, which may be attributed to the recent financial results and the one-time charge mentioned [1]. Industry Context - The technology sector, particularly in areas such as SaaS and cloud business, is highlighted as having significant growth opportunities, which may also apply to Meta Platforms as it operates within this space [1]. - The energy and minerals sectors are noted as areas of interest for growth, suggesting a broader context of investment opportunities beyond just technology [1].

Meta Platforms ( META ) is, in my opinion, in correction territory, and this is the best time to be loading up on shares. It fell after a shocking Q3 report with a one-time charge ofMy name is Andres Veurink and I have been in the financial markets for over a decade at this point, spending the majority of that in a hedge fund here in Rotterdam, working my way up as an analyst. My work relfect rigourious standards as I myself have a very high standard as to what I invest my money in. My preferred sectors to ...

Core Insights - Retail investors have shown significant interest in five stocks this week, driven by hype around AI and corporate news, including Nebius Group NV, IREN Ltd., D-Wave Quantum Inc., Microsoft Corp., and Oklo Inc. [1] Nebius Group NV (NBIS) - Nebius Group is experiencing bullish momentum due to its plans for early adoption of Nvidia's Vera Rubin platform, with Morgan Stanley initiating coverage and projecting a potential upside of 23.55% [5] - The stock has a 52-week range of $18.31 to $141.10, currently trading around $103 to $105, with a yearly increase of 176.36% and 94.87% over the last six months [6] IREN Ltd. (IREN) - IREN has gained analyst enthusiasm, particularly after a significant Microsoft contract, leading H.C. Wainwright to upgrade the stock to Buy with a price target of $80 [6] - Bernstein has reiterated IREN as a top AI pick for 2026, reflecting optimism in AI demand following CES [6] D-Wave Quantum Inc. (QBTS) - D-Wave Quantum has made a key technical breakthrough in scalable on-chip cryogenic control of qubits, enhancing its roadmap towards error-corrected systems [11] - The stock has a 52-week range of $5.12 to $76.87, trading around $51 to $53, with a yearly return of 353.19% and 199.77% over the last six months [11] Microsoft Corp. (MSFT) - Microsoft is facing a near-term decline amid news of an emergency auction for power contracts, but sentiment remains positive with predictions of reclaiming a $4 trillion valuation [15] - The stock has a 52-week range of $344.79 to $555.45, currently trading around $456 to $458, with a yearly increase of 7.56% but a decline of 9.68% over the last six months [16] Oklo Inc. (OKLO) - Oklo is advancing a nuclear power campus project in partnership with Meta Platforms, with pre-construction expected to start in 2026 and first power by 2030 [16] - The stock has a 52-week range of $4.45 to $46.75, trading around $28 to $30, with a yearly increase of 394.32% and 69.84% over the last six months [12]