硅谷观察/郑峻 但对企业家来说，打脸并不是什么大事。奥特曼态度之所以发生180度转变，背后是OpenAI日益严峻的 财务压力现实，逼着他不得不转向广告这个"最后手段"。 知道你一切隐私的AI公司，现在着急挣钱了。在监管缺失的情况下，他们会不会利用你的隐私作恶， 完全取决于企业道德。你会感到担心吗？ 广告就差点名骂了 今年的超级碗总决赛，成为了AI巨头们豪掷千金的广告盛宴。其中印象最深的，莫过于Anthropic推出 的系列讽刺广告，虽然并没有指名道姓，但却暴击老对手OpenAI的软肋要害，招招精准狠毒。 为了精准打击OpenAI，Anthropic不惜投入了超过2500万美元，在广告价格最为昂贵的超级碗购买了1分 钟和30秒广告。在超级碗第一节就开始炮轰OpenAI，只为给观众留下最深印象。除了超级碗电视广 告，Anthropic还投放了社交广告进行线上传播。 在其中一个广告中，一位年轻男子向AI助手寻求如何与母亲更好沟通的建议，"AI咨询师"给出了一些陈 词滥调的建议后，突然话锋一转，推荐他访问一个名为"Golden Encounters"的约会网站——专门为寻找 成熟女性的年轻男性服务。 最终画面定格在一 ...

Core Viewpoint - Anthropic has successfully raised $30 billion in its latest funding round, bringing its post-money valuation to $380 billion, significantly enhancing its competitive position against OpenAI [1][3]. Group 1: Funding and Valuation - The latest funding round was led by Singapore's sovereign wealth fund GIC and Coatue Management, with participation from notable investors including D.E. Shaw & Co., Dragoneer Investment Group, Founders Fund, Iconiq, and MGX [3]. - Anthropic's valuation has nearly doubled compared to previous rounds, making it one of the most valuable private companies globally. Just months prior, the company raised $13 billion, while OpenAI is planning to raise up to $100 billion [3][4]. - The company confirmed that employees will be allowed to sell shares at the same valuation as this funding round [4]. Group 2: Business Growth and Revenue - Anthropic, founded in 2021, focuses on developing safe and responsible technology, primarily targeting enterprise sales in high-margin sectors such as software engineering, finance, and healthcare [4]. - The company's annualized revenue has surged, increasing from over $9 billion last year to $14 billion recently, reflecting significant demand from clients [4]. Group 3: Technology and Market Impact - Anthropic's technology includes coding agents capable of writing and debugging software with minimal human intervention, which has already impacted global markets. A tool for automating legal work recently caused stock declines in related companies [4]. - The company has launched an AI model optimized for automating enterprise tasks, including financial research, which has also led to stock price drops in several financial services firms [4]. Group 4: Infrastructure Investment - Despite rapid business growth, Anthropic's investments in AI development and large-scale application infrastructure are substantial, with plans to invest $50 billion in building data centers in the U.S. and procure AI chips worth hundreds of billions from Alphabet [5]. - However, these investments are still modest compared to OpenAI, which has committed over $1.4 trillion for AI infrastructure in the coming years [5]. - Both Anthropic and OpenAI rely on funding support from large chip manufacturers and cloud service providers, raising concerns about potential "circular transactions" sustaining the entire industry [5]. Group 5: Strategic Partnerships - Microsoft and Nvidia have previously indicated a combined investment of up to $15 billion in Anthropic, with part of this amount already included in the latest funding round [6]. - Microsoft is a major supporter of OpenAI, while Nvidia is expected to invest $20 billion in OpenAI's upcoming funding round [6].

1、美国总统特朗普当地时间2月12日表示，美国必须与伊朗达成协议，否则局势将非常严重，称预计未 来一个月内或许能达成协议，若无法达成协议将进入第二阶段，对伊朗来说会非常艰难。 2、 人工智能 初创企业Anthropic完成300亿美元融资，投后估值达3800亿美元，年化收入现已达到140亿美元，本轮 融资包含此前宣布的来自微软和英伟达的投资部分。 3、OpenAI发布首款基于 半导体初创公司Cerebras Systems芯片的人工智能模型GPT-5.3-Codex-Spark。 4、美国参议院民主党人投票阻止一项为国土安全 部提供资金的拨款法案，令该部门在13日午夜面临几乎不可避免的停摆。 5、特朗普领导下的美国环境 保护署采取行动，推翻前总统拜登此前制定的汽车尾气排放规定，这些规定原本旨在推动电动汽车产量 提升。 6、美国上周初请失业金人数为22.7万人，预估为22.4万人，前值为23.1万人。 7、纽约联邦储备 银行发布报告称，美国消费者和企业承担了特朗普政府加征关税的大部分成本，比例约为90%。 8、据 加纳矿业协会，加纳2025年 黄金产量初步数据达600万盎司，创历史新高；预计2026年黄金产量为 ...

●2月13日热门中概股多数下跌 携程跌6.01%，腾讯音乐跌10.57% 来源：芝麻AI 一、市场: ●2月13日收盘：美股收跌纳指下跌2% AI发展令多个行业承压 北京时间2月13日凌晨，美股周四收跌，科技股领跌，纳指跌超2%，标普指数连跌三日。思科、苹果等 科技股跌幅明显，分别因业绩指引不佳和面临监管声讨。投资者担忧人工智能发展冲击多行业，颠覆商 业模式、推高失业率，导致金融、运输、软件、房地产等板块股价承压。白银抛售加剧避险情绪，投资 者转向防御性板块。此前交易日股市早盘涨后收跌，交易员正为周五通胀报告做准备，有策略师认为就 业数据使CPI重要性降低，不同数据表现将给市场带来不同影响。 [1] ●2月13日美股成交额前20：思科重挫12.3%，内存价格持续飙升令其业绩承压 周四美股成交额前20的股票表现各异。英伟达收跌1.64%，OpenAI推出搭载其对手芯片的AI模型；特斯 拉收跌2.62%，瑞典超充站因工会冲突继续停运；苹果收跌5%，新版Siri升级遇阻且新闻平台被指审查 保守派媒体；闪迪收高5.16%，存储概念股延续涨势；Palantir收跌4.83%，"大空头"伯里警告其股价将 跌近60%；Ap ...

Group 1 - US stock market experienced a significant decline, with the Nasdaq dropping over 2% and Cisco falling more than 12%, while the Chinese concept index decreased by 3% [2] - South Korean investors aggressively purchased Chinese stocks, notably MiniMax-WP and Lanke Technology [2] - The storage giant Kioxia's annual performance forecast exceeded expectations [2] Group 2 - The Ministry of Industry and Information Technology of China is soliciting opinions on five mandatory national standards related to intelligent connected vehicles and autonomous driving system safety requirements [2] - The Chinese smartphone sales in January saw a year-on-year decline of 23% [2] - Semiconductor company Hua Hong Semiconductor reported Q4 sales revenue of $660 million, marking a year-on-year increase of 22.4% and a quarter-on-quarter increase of 3.9% [2][3]

Macro News - The Chinese Ministry of Foreign Affairs confirmed that during a recent call between the leaders of China and the U.S., President Trump expressed his desire to visit China in April, while President Xi reiterated the invitation [1][4]. - The U.S. Treasury Secretary mentioned that his team met with Chinese officials in Beijing last week to prepare for upcoming high-level talks, indicating ongoing communication between the economic teams of both countries [4]. - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain liquidity in the banking system, with a term of 6 months starting from February 13, 2026 [2][4]. - The Chinese Ministry of Commerce announced that starting February 13, 2026, anti-subsidy duties will be imposed on certain dairy products imported from the EU [4]. Industry News - The National Development and Reform Commission, along with other regulatory bodies, released implementation opinions aimed at promoting high-quality development of low-altitude insurance, with a mandatory insurance system for unmanned aerial vehicles expected to be established by 2027 [8]. - The Shanghai Stock Exchange announced a list of initiatives for 2026, including a series of fee reduction measures, which are expected to benefit the market by approximately 1.113 billion yuan [7]. Company News - Xianglu Tungsten Industry warned that significant economic fluctuations in the countries of its major clients could impact market demand for tungsten products and the recovery of accounts receivable [11]. - Jia Mei Packaging announced that its capital operation plan will be completely independent of the listed company, and it may apply for a trading suspension if stock prices rise abnormally [11]. - Tai Ling Microelectronics reported that its third-largest shareholder, the National Big Fund, reduced its holdings by 4.6513 million shares, bringing its stake below 5% [11]. - United Optoelectronics signed a business cooperation framework contract with Lingzhi Cloud Creation to provide assembly and processing services for robotic products [12].

🔥 NEW: OpenAI introduced GPT-5.3-Codex-Spark, a real-time coding model rolling out in research preview for ChatGPT Pro users. https://t.co/x9Sne6La9N ...

来源：环球市场播报 欲览更多环球财经资讯，请移步7×24小时实时财经新闻 市场 2月13日收盘：美股收跌纳指下跌2% AI发展令多个行业承压 2月13日美股成交额前20：思科重挫12.3%，内存价格持续飙升令其业绩承压 2月13日热门中概股多数下跌 携程跌6.01%，腾讯音乐跌10.57% 油价周四下跌，因国际能源署下调需求预测 黄金和白银突遭抛售 欧洲股市下跌 普遍避险情绪笼罩市场 宏观 美国二手房销售创近四年来最大降幅 受冬季风暴扰动 白宫边境事务主管：特朗普同意结束明尼苏达州移民突击行动 公司 欧洲央行管委Nagel警告称地缘政治角力升级可能推高通胀 美国参院多数党领袖：国土安全部拨款谈判将在未来几天继续进行 特朗普称伊朗须与美国达成协议 否则将面临艰难的第二阶段 特朗普预计与伊朗的谈判在一个月内完成 共和党要员Tillis反对参院接手鲍威尔调查 沃什提名确认路径依然受阻 美联储主席风波：蒂利斯否决鲍威尔刑事调查"和解方案" 欧洲债市：德债小涨 在美国科技股下跌之际表现仍落后于美债 Anthropic完成300亿美元融资交易 公司估值升至3800亿美元 花旗将首席执行官Fraser的年度薪酬提高至420 ...

Core Insights - Anthropic is now valued at $380 billion, positioning itself alongside OpenAI and SpaceX as one of the most valuable startups to watch for potential public offerings this year [1][4] Funding and Valuation - Anthropic raised $30 billion in its latest funding round, led by Singapore's GIC and U.S.-based Coatue, contributing to its increased valuation [2] - The funding includes part of the $15 billion investment from Nvidia and Microsoft, which is tied to a commitment for Anthropic to purchase $30 billion in computing capacity from Microsoft [3] Business Strategy and Revenue - Anthropic plans to utilize the influx of investments to develop "enterprise-grade products" and AI models [4] - The company is projected to achieve sales of $14 billion over the next year, marking a significant increase from its initial revenue generation less than three years ago [5] Company Background and Focus - Founded in 2021 by former OpenAI employees, Anthropic emphasizes safety in developing artificial general intelligence [6] - The company recently announced a $20 million bipartisan initiative aimed at influencing AI regulation in the U.S. [6] Competitive Landscape - Anthropic is currently the third most valuable private firm, following OpenAI, which is valued at $500 billion, and SpaceX [4]

Claude Code的流行以及Anthropic在生产力产品Claude Cowork上的进展，也在资本市场引发连锁反应。 随着投资者担忧AI对传统软件商业模式的颠覆，近几个月软件板块出现大幅抛售，市值自高点回落约2 万亿美元。 面对竞争压力，OpenAI也在加速推进自身产品与融资计划。该公司不仅积极推广其AI编程工具Codex， 上周还发布了新版模型GPT 5.3-Codex，并推出面向苹果(AAPL.US)电脑用户的独立应用。同时， OpenAI正与投资者洽谈新一轮融资，规模或接近1000亿美元，以支撑其去年签署、总额高达1.4万亿美 元的基础设施合作项目。 AI模型的研发与训练成本持续高企，是推动头部公司不断刷新融资纪录的关键原因。业内人士指出， 算力投入，尤其是对英伟达GPU的依赖，以及与谷歌(GOOG.US,GOOGL.US)等科技巨头的正面竞争， 正在抬升资本开支门槛。谷歌此前已宣布今年资本支出最高可达1850亿美元，并持续加码其Gemini产品 线。此前，全球最大私营融资纪录由OpenAI去年在软银牵头下完成，而再往前的纪录则是Ant Group于 2018年的140亿美元融资。 成立于202 ...