格隆汇1月21日｜瑞穗银行将微软目标价从640美元下调至620美元。 ...

36氪获悉，联想集团与英伟达近日共同宣布，两家公司将进一步深化在人工智能基础设施领域的合作， 联合推出"联想人工智能云超级工厂"。同时，联想中国正式发布了"联想AI工厂"整体解决方案，旨在帮 助企业数据中心从传统"算力中心"向高效"AI工厂"的智能化转型，助力其全栈AI技术在中国的应用实践 与全面落地。 OpenAI：推出用户年龄预测功能，以保护未成年用户 美东时间周二，OpenAI表示，已在其ChatGPT消费者计划中推出一款年龄预测模型，以帮助该公司识别 属于18岁以下用户的账户。近几个月来，OpenAI已推出多项新的安全功能，以应对有关其如何保护用 户（尤其是未成年人用户）的日益严格的审查。OpenAI表示，如果其年龄预测模型显示用户未满18 岁，ChatGPT将自动启用保护措施，减少展示"敏感内容"。如果已成年用户的年龄被错误判定为未满18 岁，他们将能够使用身份验证服务Persona来恢复完全访问权限。（智通财经） 大公司： 日本最大核电站重启 当地时间1月21日，日本东京电力公司重启柏崎刈羽核电站6号机组。日本最大核电站——柏崎刈羽核电 站由东京电力公司运营，2011年"3·11"东日本大地震后一 ...

Core Insights - Apple has maintained its position as the top company on Fortune's World's Most Admired Companies (WMAC) list for the 19th consecutive year, reflecting its strong corporate reputation and management practices [1][2] - The list, created in partnership with Korn Ferry, is based on a poll of over 3,000 executives, directors, and analysts, highlighting the importance of innovation and effective management in corporate reputation [2][10] Company Rankings - The top five companies in the WMAC list for 2026 are Apple, Microsoft, Amazon, NVIDIA, and JPMorgan Chase, recognized for their financial stability, innovation, and respected leadership [3][9] - Notable companies that dropped off the list include Target, PepsiCo, Novo Nordisk, and Adobe, indicating shifts in corporate reputation and performance [5] Industry Highlights - The WMAC list features 324 companies across 22 countries, with a significant representation from the U.S. (235 companies), Europe (58), and the Asia/Pacific region (28) [5] - In specific industries, Whirlpool and MetLife made notable comebacks, ranking first in home equipment and furnishings and life and health insurance, respectively [6] - First-time winners in their categories include L'Oréal in soaps and cosmetics and GE Aerospace in aerospace and defense, showcasing the dynamic nature of corporate competition [7] Female Leadership - The list includes 35 female-led companies, representing 10% of the total, with several leaders also recognized in Fortune's Most Powerful Women in Business list [8]

Core Insights - Dario Amodei, CEO of Anthropic, predicts that AI models could soon take over most tasks currently performed by software engineers within the next six to twelve months [1][3] - Engineers at Anthropic have already ceased manual coding, relying instead on AI models to write code, which they then edit [2][3] Group 1: Automation in Software Engineering - Amodei states that the transition to AI-driven coding is imminent, with engineers at Anthropic no longer writing code manually [2][3] - The development of AI models capable of coding is creating a self-improvement loop, accelerating the creation of next-generation models [3][4] Group 2: Industry Trends and Implications - The trend of automating software engineering tasks aligns with broader advancements in AI and automation technologies, as seen with companies like Microsoft implementing AI tools [5] - Concerns have been raised regarding job displacement, with AI researcher Geoffrey Hinton warning that AI could replace millions of jobs by 2026 [6]

格隆汇1月21日丨伟达涨1%，特斯拉涨0.8%，Meta、亚马逊涨0.4%，微软涨0.2%，苹果涨0.1%。 ...

太抓马了！奥特曼的宫斗大戏，竟然还有内幕？ 就在奥特曼被董事会罢免的那个周末，微软差点来了一波雇佣式收购。 短短一天，资金、法律文书就全部到位，连名字都想好了…… 但比起其他雇佣式收购，微软的这波操作更像是项庄舞剑，当中的沛公，则是OpenAI员工可能流向的竞争对手。 当时微软给全员开出了250亿美元的保底承诺，在董事会面前为奥特曼和OpenAI员工站台。 这给了OpenAI员工集体辞职逼宫董事会的底气，并最终促成了奥特曼的回归。 但其实在两家合作的初期，微软高层也曾对这个烧钱的实验室充满疑虑，甚至在内部邮件中质疑其商业化能力不过是一场缺乏回报的幻梦。 另一边，被救起的奥特曼也不想被微软一家完全掌控，在去年完成了重组并立刻签下微软竞争对手亚马逊的算力大单。 当然，对OpenAI虎视眈眈的，还远不止是微软和亚马逊…… 奥特曼被逼宫，微软紧急救场 回到OpenAI这场轰轰烈烈的宫斗大戏，想必大家已经不算陌生。 从无预警开除奥特曼→新CEO走马上任→员工集体联名施压董事会，再到奥特曼回宫，五天时间极限拉扯，进度条快到飞起～ 但你以为事情已经结束了？NoNoNo。在这件事中，微软的参与程度，远比我们之前了解得更深。 ...

A few years from now, many investors could look back and wish they had bought these stocks.Once-in-a-decade investment opportunities come along... about once in a decade. In the 1980s, the big opportunity was in personal computers. In the 1990s, it was the internet. The 2000s brought the rise of mobile phones and social media. Cloud computing and artificial intelligence (AI) were the biggies of the 2010s.What's the once-in-a-decade investment opportunity of the current decade? Generative AI is a top candida ...

专题：世界经济论坛年会_2026冬季达沃斯 新浪财经 康路 发自瑞士达沃斯 2026年1月20日，世界经济论坛期间，微软 CEO Satya Nadella 在参加"美国之家"活动时表示，在 AI 时 代，真正的战略重心不在于是否拥有单一"基础模型"，而在于算力基础设施、模型编排能力以及企业知 识的深度嵌入。 纳德拉指出，微软当前最核心的 AI 战略之一，是将 Azure 打造成大规模的"Token 工厂"。随着 AI 应用 全面铺开，算力需求呈指数级增长，云服务商必须具备建设异构基础设施集群、并通过软件提升利用率 和降低总体拥有成本的能力。 在模型层面，纳德拉明确表示，未来的 AI 应用不会依赖单一模型。"任何企业都会同时使用多个模型， 甚至针对同一任务编排多个模型协同完成。"他透露，微软在医疗领域推出的"决策编排（Decision Orchestra）"实践表明，多角色模型协作的效果优于任何单一前沿模型。 对于开源与闭源模型之争，纳德拉将其类比为数据库市场的演进。他认为，未来模型生态将高度多样 化，既有闭源前沿模型，也会出现达到前沿水平的开源模型。真正的竞争力，在于企业能否将自身的隐 性知识嵌入到自己可控 ...

Choosing between Microsoft 365 and Google Workspace ranks among the most consequential technology decisions teams face in 2026. The Microsoft vs Google tools debate extends far beyond personal preference, impacting collaboration efficiency, security posture, and operational costs across organizations of every size.Understanding the Two Productivity EcosystemsMicrosoft 365 delivers a desktop-first experience with deep enterprise heritage, offering applications like Word, Excel, PowerPoint, Outlook, and Teams ...

但比起其他雇佣式收购，微软的这波操作更像是 项庄舞剑 ，当中的沛公，则是OpenAI员工可能流向的竞争对手。 当时微软给全员开出了250亿美元的保底承诺，在董事会面前为奥特曼和OpenAI员工站台。 这给了OpenAI员工集体辞职逼宫董事会的底气，并 最终促成了奥特曼的回归 。 克雷西 鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 太抓马了！奥特曼的宫斗大戏，竟然还有内幕？ 就在奥特曼被董事会罢免的那个周末， 微软差点来了一波雇佣式收购。 短短一天，资金、法律文书就全部到位，连名字都想好了…… 但其实在两家合作的初期，微软高层也曾对这个烧钱的实验室充满疑虑，甚至在内部邮件中质疑其商业化能力不过是一场缺乏回报的幻梦。 另一边，被救起的奥特曼也不想被微软一家完全掌控，在去年完成了重组并立刻签下微软竞争对手亚马逊的算力大单。 当然，对OpenAI虎视眈眈的，还远不止是微软和亚马逊…… 奥特曼被逼宫，微软紧急救场 回到OpenAI这场轰轰烈烈的 宫斗大戏 ，想必大家已经不算陌生。 从无预警开除奥特曼→新CEO走马上任→员工集体联名施压董事会，再到奥特曼回宫，五天时间极限拉扯，进度条快到飞起～ 但你以为事情已经 ...