【数智周报】豆包大模型2.0发布；智谱GLM-5已深度适配华为昇腾等国产芯片；Anthropic宣布300亿美元融资，估值达3800亿美元； 欧盟批准谷...

Group 1 - Elon Musk claims that traditional coding will be obsolete by the end of 2026, as AI will generate binary programs directly, surpassing compiler efficiency [2] - Doubao 2.0 has been released, optimized for large-scale production environments, featuring three models: Pro, Lite, and Mini, with capabilities that compete with GPT 5.2 and Gemini 3 Pro [2] - Zhipu AI's GLM-5 has launched overseas with significant price increases for subscriptions and API calls, marking a notable price adjustment in the domestic large model market [3] Group 2 - DeepSeek is conducting gray testing for a context length of up to 1 million tokens, with its knowledge base updated to May 2025 [4] - MinerU has completed compatibility adaptations for over ten domestic AI chip manufacturers, achieving a 99% accuracy rate in document parsing [5] - Doubao's video generation model Seedance 2.0 has been officially launched, supporting synchronized audio-visual generation and multi-modal controllable outputs [6] Group 3 - Alibaba's Qwen-Image-2.0 has been released, capable of processing long text inputs and high-resolution images, achieving a score of 1029 in AI Arena evaluations [7] - Ant Group has open-sourced its multimodal model Ming-flash-omni 2.0, excelling in various benchmarks and being the first to generate unified audio across different formats [8] - Wall Street is showing strong interest in Chinese AI stocks, with Zhipu and MiniMax experiencing significant stock price increases following positive ratings from JPMorgan [13] Group 4 - ByteDance is reportedly developing its own AI chips and negotiating with Samsung for manufacturing, aiming to produce at least 100,000 chips for AI inference tasks by the end of March [14] - The Shenzhen government has proposed an action plan to strengthen the semiconductor industry by leveraging AI technology in key areas [18] - Meta is investing over $10 billion to build a data center in Indiana, expected to create 300 long-term jobs and support local infrastructure improvements [37] Group 5 - Cisco reported a 10% revenue increase to $15.3 billion, with a notable 21% growth in core networking business revenue, but stock fell 7% due to a lackluster outlook [44] - Alphabet's century bond issuance received nearly ten times the subscription, part of a broader financing strategy totaling around $32 billion [45] - Runway has completed a $315 million Series E funding round, nearly doubling its valuation to approximately $5.3 billion [46]