公众号记得加星标⭐️，第一时间看推送不会错过。 微软发布了新一代人工智能芯片 Maia 200，这款芯片有望成为英伟达领先处理器以及亚马逊和谷歌 等云服务竞争对手产品的潜在替代品。 Maia 200 的发布距离微软宣布开发首款人工智能芯片 Maia 100 已过去两年，但 Maia 100 从未向云 客户开放租赁。微软云和人工智能执行副总裁 Scott Guthrie 周一在一篇博客文章中表示，这款新芯 片"未来将面向更广泛的客户群体"。 Guthrie 称 Maia 200 是"微软迄今为止部署的最高效的推理系统"。开发者、学者、人工智能实验室 以及开源人工智能模型贡献者均可申请软件开发工具包的预览版。 微软表示，由 Mustafa Suleyman 领导的超级智能团队将使用这款新芯片。此外，面向商业生产力软 件套装的 Microsoft 365 Copilot 插件以及用于构建人工智能模型的 Microsoft Foundry 服务也将使 用该芯片。 云服务提供商面临着来自 Anthropic 和 OpenAI 等生成式人工智能模型开发商以及基于这些热门模 型构建人工智能代理和其他产品的公司的激增需求。数 ...

智通财经APP获悉，美国科技巨头微软公司(MSFT.US)在美东时间周一重磅推出其升级换代后的第二代人工智能芯片 (AI芯片)，这是该科技巨头推动以更高能效比与性价比算力路径为其云端AI训练/推理算力资源服务提供的至关重要自 研AI算力集群硬件，并为售价昂贵的英伟达AI GPU系列人工智能算力集群提供替代型AI算力基础设施解决方案的核心 举措。 这款由"全球芯片代工之王"台积电所制造的名为"Maia 200"的微软自研AI芯片(与谷歌TPU架构类似，走的是AI ASIC技 术路线)，正陆续进入微软位于爱荷华州的大型AI数据中心，下一步的大规模部署将转向凤凰城地区的某个大型数据中 心。微软在当地时间周一邀请开发者们积极使用围绕Maia的专属控制软件，但目前尚不清楚微软Azure云计算服务平台 的庞大用户们何时能够精准调用/使用搭载该AI芯片的云端AI服务器算力集群。 毋庸置疑的是，席卷全球的生成式AI热潮加快了云计算与芯片设计巨头们的AI ASIC路线云平台内部专属AI芯片开发 进程，它们正争相为先进的大型AI数据中心设计出速度最快且能效最为强劲的高性价比AI算力基础设施集群。美国芯 片设计巨头迈威尔(MRVL ...

⑥美油主力合约收跌0.39%，报60.83美元/桶；布油主力合约跌0.26%，报64.9美元/桶； ⑦纽约尾盘，美元指数跌0.48%报97.0244，离岸人民币对美元跌2.5个基点报6.9490； ⑧伦敦基本金属多数上涨，LME期锌涨2.78%报3351.0美元/吨，LME期铝涨0.84%报3195.5美元/吨， LME期铜涨0.52%报13183.0美元/吨，LME期铅涨0.49%报2036.0美元/吨，LME期镍跌0.89%报18590.0美 元/吨，LME期锡跌4.09%报54495.0美元/吨； ⑨美债收益率集体下跌，2年期美债收益率跌0.18个基点报3.588%，3年期美债收益率跌0.27个基点报 3.654%，5年期美债收益率跌0.17个基点报3.819%，10年期美债收益率跌0.99个基点报4.211%，30年期 美债收益率跌2.13个基点报4.801%； ⑩欧债收益率集体下跌，英国10年期国债收益率跌1.5个基点报4.496%，法国10年期国债收益率跌5.8个 基点报3.434%，德国10年期国债收益率跌3.9个基点报2.865%，意大利10年期国债收益率跌4.7个基点报 3.464%，西班牙 ...

Market Overview - US stock markets closed higher, with the Dow Jones up 0.64%, Nasdaq up 0.43%, and S&P 500 up 0.50% [1] - Silver experienced its strongest intraday surge since 2008 but later retraced gains, while gold surpassed the $5000 mark for the first time [2] - US natural gas prices surged nearly 30% [2] Corporate Developments - Trump administration is implementing a $1.6 billion debt and equity investment plan to acquire a 10% stake in USA Rare Earth [4] - Nvidia invested $2 billion in CoreWeave and is launching an independent CPU chip [5] - Nvidia plans to enter the Arm PC chip market, with Lenovo and Dell likely to be the first adopters [6] - Microsoft released its second-generation AI chip, Maia 200, aiming to reduce dependency on Nvidia [7] - SoftBank has paused its $50 billion data center acquisition of Switch [8] Industry Trends - The North Sea wind energy initiative is driving industry commitments to invest €9.5 billion [11] - The European Parliament has postponed its decision on whether to restore approval for the US-EU trade agreement [12] - The potential for a new US government shutdown is estimated at nearly 80% according to market predictions [13] Domestic Developments - The Ministry of Commerce announced the launch of a national digital trade demonstration zone and the establishment of relevant standards [14] - The AI healthcare sector is rapidly evolving, with Amazon's One Medical launching an AI health assistant that integrates with its existing medical services [19][20] - The digital trade sector is expected to grow significantly, with cross-border e-commerce reaching a total import and export volume of 2.75 trillion yuan by 2025 [21] Company Announcements - Zijin Mining plans to acquire 100% of United Gold for 28 billion yuan, with gold resources of 533 tons expected by the end of 2024 [22] - Dinglong Co. intends to acquire 70% of Haofei New Materials for 630 million yuan, a leading company in new lithium battery dispersants [22] - Haike New Source signed a long-term cooperation agreement with BYD for the supply of at least 100,000 tons of electrolyte solvent annually [22] - Chuanhuan Technology plans to invest 1.1 billion yuan to build a manufacturing headquarters in East China [22] - Longyuan Donggu's subsidiary received a notification for a project with a lifecycle sales amount estimated between 2.2 billion to 3 billion yuan [22] - Ruixin Microelectronics expects a net profit of 1.023 billion to 1.103 billion yuan for 2025, a year-on-year increase of 71.97% to 85.42% [22] - Multiple companies, including Multi-Fluorine and Lantian Electronics, are projecting significant profit increases for 2025 due to market demand in sectors like new energy and AI [23][24]

苹果收高2.97%，公司将于当地时间周四盘后公布最新财报。近日，摩根大通上调苹果目标价，预测其 iPhone17强劲需求与成本控制将推动业绩超预期。摩根大通表示，iPhone需求好于预期以及运营支出下 降，可能推动苹果业绩超出市场预期。该行重申对这家科技巨头的"增持"评级，并将目标价从305美元 上调至315美元。 微软涨0.93%。继去年底谷歌、亚马逊先后发布自研算力芯片后，同为全球云计算"三巨头"的微软终于 在本周"交卷"——传闻已久的Maia200芯片正式面世。 微软在公告中表示，这款"为推理而生"的芯片在多项测试中超越亚马逊的第三代Trainium和谷歌第七代 TPU。因此，微软将Maia200公开称为"所有超大规模云服务商中性能最强的自研芯片"。 特朗普再发关税威胁。 当地时间1月26日(周一)，美股三大指数集体收涨，纳指涨0.43%，道指涨0.64%，标普500指数涨0.5%。 苹果、Meta Platforms和微软等公司普遍上涨，这几家公司均将在本周公布财报。具体来看，微软、 Meta Platforms和特斯拉将于当地时间周三公布财报，苹果紧随其后于当地时间周四公布。 其他消息方面，美国总统 ...

Core Insights - The article discusses the negative impact of constant workplace visibility without tangible rewards, highlighting employee frustration and burnout [1][2][3] Group 1: Employee Experiences - A Reddit user expressed frustration over being recognized for work but only receiving more responsibilities instead of promotions or bonuses [2][3] - The user described feeling overwhelmed during a quarterly meeting, where burnout led to a lack of meaningful communication about accomplishments [3] - Other users shared similar sentiments, indicating that many employees feel trapped in a cycle of increased workload without corresponding rewards [5][9] Group 2: Workplace Culture and Dynamics - The discussion revealed that workplaces often reward visibility with additional responsibilities rather than tangible benefits like raises or promotions [10] - Comments from other users suggested that promotions are frequently influenced by personal relationships rather than merit, indicating a flawed system [6][7] - The conversation emphasized the importance of setting boundaries and the potential for burnout when employees overextend themselves without clear rewards [9] Group 3: Future Considerations - Some users encouraged the original poster to channel their frustration into future career plans, including entrepreneurship as a viable option [8] - The original poster indicated plans to leave their current job, suggesting a proactive approach to addressing workplace dissatisfaction [8]

Market Performance - The three major U.S. stock indices closed higher on Monday, with the Dow Jones up 0.64% at 49,412.4 points, the S&P 500 up 0.5% at 6,950.23 points, and the Nasdaq up 0.43% at 23,601.36 points [1][2]. Company Updates - Major tech stocks mostly rose, with Apple increasing nearly 3% as it plans to announce a new version of Siri in late February, following a partnership with Google due to internal AI model challenges [2]. - Facebook rose over 2%, Google increased over 1%, while Tesla fell over 3% and Nvidia dropped 0.64% [2]. Earnings Season Insights - Over 90 companies in the S&P 500 are set to report quarterly earnings this week, including major players like Microsoft, Meta, Tesla, and Apple. So far, 76% of the companies that have reported exceeded earnings expectations [3]. - Investors are particularly interested in details regarding AI plans, investment speeds, and expected profits to assess the sustainability of the current bull market [3]. Semiconductor Sector - The Philadelphia Semiconductor Index fell by 0.39%, with Intel dropping over 5.7% after a significant decline of 17.03% the previous week. Intel's projected revenue for Q1 is between $11.7 billion and $12.7 billion, below analyst expectations [3]. Chinese Stocks - The Nasdaq China Golden Dragon Index decreased by 0.63%, with many popular Chinese stocks declining. Notable drops include Hesai down 10.06% and XPeng down 2.39%, while Li Auto rose 1.38% [3]. Commodity Market - Spot gold prices briefly surpassed $5,000 per ounce and then $5,100 per ounce. Long-term forecasts suggest that gold may continue to perform strongly, indicating a need for portfolio diversification [5]. - The cryptocurrency market saw a collective rise, with Bitcoin surpassing $88,000, while Ethereum increased by 4.14% [6]. Federal Reserve Outlook - The Federal Reserve is expected to announce its first policy decision of the year, with a 97.2% probability of maintaining the current overnight rate. Market speculation includes potential rate cuts later in the year [9].

Core Insights - Microsoft Corporation (MSFT) is experiencing increased investor scrutiny due to sluggish enterprise AI adoption despite significant investments in application development and compute capacity [1] Group 1: Company Overview - Microsoft has made billions of dollars in investments aimed at enhancing its application development and compute capacity [1] Group 2: Industry Context - The current state of enterprise AI adoption is relatively slow, indicating potential challenges for companies heavily investing in this area [1]

Core Viewpoint - Minneapolis is experiencing a reduction in federal immigration enforcement following the fatal shooting of ICU nurse Alex Pretti, with federal agents expected to leave the area imminently [1][2][11]. Group 1: Federal Response and Local Government Actions - US President Donald Trump and Minnesota Governor Tim Walz are reportedly discussing the reduction of federal presence in Minneapolis [2]. - Minneapolis Mayor Jacob Frey stated that the current situation cannot continue and that he will push for the complete withdrawal of federal agents involved in the enforcement operation [2][3]. - Mayor Frey emphasized that Minneapolis will cooperate with law enforcement on legitimate criminal investigations but will not engage in unconstitutional arrests or enforce federal immigration laws [3]. Group 2: Incident Details and Reactions - The departure of Border Patrol personnel follows significant criticism regarding the handling of Alex Pretti's death, who was a lawful gun owner with no criminal record [4][12]. - Video evidence suggests that Pretti was holding a phone at the time of the shooting, raising questions about the circumstances surrounding the incident [6][14]. - Comments made by Border Patrol commander Greg Bovino, suggesting Pretti may have intended to harm federal agents, have drawn widespread backlash [7][14]. Group 3: Ongoing Investigations - The White House confirmed that a federal investigation into Pretti's shooting is underway, led by Homeland Security Investigations and the FBI, with Customs and Border Protection conducting an internal review [10][14]. - Border czar Tom Homan has been dispatched to Minneapolis to assess the situation, with Mayor Frey planning to meet with him to discuss next steps [8][14].

【欧股】德国DAX30指数涨74.48点，涨幅0.30%，报24933.84点；英国富时100指数涨5.37点，涨幅 0.05%，报10148.81点；法国CAC40指数跌11.90点，跌幅0.15%，报8131.15点；欧洲斯托克50指数涨 7.16点，涨幅0.12%，报5955.36点；西班牙IBEX35指数涨132.52点，涨幅0.76%，报17676.92点；意大利 富时MIB指数涨99.90点，涨幅0.22%，报44931.50点。 【加密货币】比特币徘徊在8.8万附近，日内最低跌至87016美元；以太坊微涨0.94%，报2926.3美元。 【美元指数】衡量美元对六种主要货币的美元指数当天下跌0.57%，在汇市尾市收于97.035。截至纽约 汇市尾市，1欧元兑换1.1875美元，高于前一交易日的1.1789美元；1英镑兑换1.3679美元，高于前一交 易日的1.3605美元。1美元兑换154.18日元，低于前一交易日的156.14日元；1美元兑换0.7768瑞士法郎， 低于前一交易日的0.7858瑞士法郎；1美元兑换1.3720加元，高于前一交易日的1.3718加元；1美元兑换 8.9368瑞典克朗 ...