消息面上，开源项目Clawdbot在硅谷爆火，7x24的Agent重塑AI体验，可在Mac mini上运行，兼具本地AI智能体和聊天网关双重身 份，通过WhatsApp、iMessage等随时对话。Clawdbot解决了大模型记忆力痛点，能记住两周前的对话，还会主动推送邮件、日程提 醒，并可直接操控电脑执行任务。 业绩方面，1月28日晚间，软件ETF汇添富（159590）标的指数第一大重仓股——科大讯飞发布业绩预告，公司预计2025年净利润为 7.85亿元至9.5亿元，同比增长40%至70%；扣非后净利润为2.45亿元至3.01亿元，同比增长30%至60%。除盈利水平提升外，科大讯 飞多项核心财务指标表现亮眼：2025年公司营收、毛利保持正向增长，销售回款及经营性净现金流均创历史新高，其中销售回款总 额超270亿元，同比增长超40亿元；经营性净现金流超30亿元。对于业绩增长原因，科大讯飞表示主要得益于公司基于自主可控平台 持续夯实行业地位，人工智能应用规模化落地成效日益显现。 软件ETF汇添富（159590）标的指数权重股多数飘红：科大讯飞涨停，三六零、用友网络涨超5%，金山办公涨超4%，深信服涨超 3%，恒 ...

新浪科技讯 1月28日晚间消息，近日，360数字安全集团漏洞研究院正式发布《2025年度网络安全漏洞 分析报告》，依托全域漏洞监测数据、典型案例深度拆解，全面复盘2025年网络安全漏洞整体态势，精 准提炼核心威胁趋势，助力政企高效应对智能化攻防新格局，守住核心资产安全底线。 新浪科技讯 1月28日晚间消息，近日，360数字安全集团漏洞研究院正式发布《2025年度网络安全漏洞 分析报告》，依托全域漏洞监测数据、典型案例深度拆解，全面复盘2025年网络安全漏洞整体态势，精 准提炼核心威胁趋势，助力政企高效应对智能化攻防新格局，守住核心资产安全底线。 报告数据显示，2025年全球网络漏洞总量呈波动上升态势，年度月均发现漏洞4283个，其中12月漏洞数 量迎来爆发式增长，增至5579个，创下年度峰值，环比增幅达68.55%，清晰凸显年末漏洞披露与网络 攻击的集中性风险。 从漏洞严重等级分布来看，中高危漏洞已成为主导威胁，合计占比高达81.11%，其中中危漏洞占比 46.29%（共计23788个），高危漏洞占比34.82%（共计17894个），严重漏洞占比16.35%（共计8405 个），低危漏洞占比仅为2.54%，意 ...

Core Insights - The AI hardware race has intensified with major players like OpenAI, Google, Alibaba, and ByteDance entering the market, with OpenAI planning to launch its first hardware device in the second half of 2026 [1][5] - Domestic companies are diversifying their AI hardware offerings, focusing on proven product categories rather than new hardware forms [1][3] Group 1: AI Hardware Landscape - OpenAI is set to release a series of AI hardware products, including a device codenamed "Sweetpea" and another called "Gumdrop," which is a smart pen or wearable audio device [2][3] - Major AI companies are focusing on three main categories: AI glasses, AI office tools, and AI smartphones, with AI glasses being the most frequently mentioned product type [4][6] - Meta's Ray-Ban Meta smart glasses have sold over 2 million units, indicating a strong market for AI glasses, while Google and other companies are also developing similar products [6][20] Group 2: Market Dynamics and Competition - The entry of AI giants into hardware is driven by the saturation of the AI software market and the decreasing barriers to hardware development [12][14] - Different companies have varying strategies: ByteDance is aggressively testing multiple hardware forms, while Alibaba is more cautious, aiming to integrate hardware into its existing software ecosystem [15][18] - The competition between ByteDance and Alibaba centers on who can establish a hardware presence first, while overseas companies like Meta and Google face their own challenges in the hardware market [19][22] Group 3: Commercial Viability and Challenges - AI hardware products are currently seen as experimental, with initial sales figures indicating market interest but not substantial volume [26][30] - Successful examples of AI hardware commercialization exist, such as Plaud's AI recording card achieving $250 million in annual recurring revenue [27] - The challenge remains whether AI hardware can replace smartphones as the next universal interface, with current products not yet meeting consumer demand for necessity [30][33]

Core Insights - The article discusses the evolving role of marketing departments in companies, highlighting a growing sentiment among marketing professionals that their contributions may lack significance in the current business landscape [2][11][48] - It emphasizes a structural shift where traditional marketing functions are being absorbed by product and operational teams, leading to a diminishing role for marketing departments [9][33][49] Group 1: Current State of Marketing Departments - Many marketing professionals feel uncertain about the unique value they provide to their companies, with some admitting that marketing seems to lack meaningful impact [2][10] - The traditional marketing pathway of product → marketing department → user is being disrupted, as products increasingly reach users directly, especially in the internet sector [7][8] - The rise of AI and operational strategies is leading to a decline in the reliance on traditional marketing methods, as companies prioritize efficiency and direct user engagement [9][26][43] Group 2: Challenges Faced by Marketing Departments - Marketing departments are facing a "three-layered kill line," which includes budget cuts, diminishing basic capabilities due to AI, and structural changes within organizations that favor operational and sales functions over marketing [12][35] - Budget constraints have become a significant challenge, as companies are less willing to allocate funds to marketing without clear ROI, leading to a perception of marketing as a cost center [14][18][20] - Basic marketing skills are being rapidly devalued due to advancements in AI, which can produce high-quality content and designs more efficiently than human marketers [24][26][28] Group 3: Strategies for Survival and Adaptation - To survive, marketing departments must evolve from traditional roles to become integrated across various functions within the company, emphasizing collaboration with product and operational teams [35][50] - Marketing should focus on embedding itself in product development, ensuring that market insights inform product design and positioning from the outset [36][38] - A shift towards measurable business outcomes is necessary, with marketing teams needing to demonstrate direct contributions to revenue and customer engagement rather than relying on traditional metrics like brand exposure [40][42] Group 4: Future of Marketing Departments - The future of marketing lies in understanding user needs and growth systems, with successful marketers acting as bridges between product, operations, and business strategies [49][50] - As basic tasks become automated, the value of marketing professionals will increasingly depend on their ability to make strategic decisions and insights rather than on content production [46][48] - The article concludes that the transformation of marketing departments is not merely a reduction in size but a shift towards a more strategic role that prioritizes insight and decision-making over traditional execution [50][51]

Group 1 - The software sector is experiencing a significant rebound, with the China Software Service Index rising by 0.5%, and notable stocks like Deepin Technology and Dameng Data increasing by over 4% [1] - The Agent industry is on the verge of a breakthrough, transitioning from simple chatbot functionalities to more complex task execution capabilities, marking a shift from "talking" to "doing" [1] - Products like Anthropic's Claude Cowork and domestic offerings such as MiniMax and Jietiao Xingchen are enhancing local PC-based terminal agents, indicating a progression from the initial development phase to a more advanced stage [1] Group 2 - The China Software Service Index comprises 30 stocks involved in software development and services, covering various AI applications across sectors like office, finance, and education [2] - The top ten weighted stocks in the index, including iFlytek and Kingsoft Office, account for over 60% of the index's total weight, providing a concentrated investment opportunity [2] - The E Fund Software ETF (562930) tracks this index, enabling investors to efficiently allocate resources within the AI application sector [2]

Group 1 - The China Securities Software Service Index fell by 1.31% on January 27, 2026, with mixed performance among constituent stocks, led by Hehe Information up 1.07%, and followed by Shenxinfu up 0.86% and Hengsheng Electronics up 0.84%, while Guanghuan Xinwang led the decline [1] - The release of the 2.0 version of the KOUZI tool on January 19 is seen as a significant enhancement in capabilities such as Agent Skills, Agent Plan, and Agent Coding, addressing key pain points of general AI tools being business-ignorant and customized tools being costly and time-consuming, thus facilitating the transition of AI applications in enterprises from pilot projects to large-scale penetration [1] - CITIC Construction Investment Securities noted that the Agent industry is accelerating its evolution from single intelligence to multi-agent systems (MAS), with products like Anthropic CoWork and MiniMax Agent 2.0 deeply integrating local development and office workflows, upgrading AI roles from conversational assistants to digital employees with long-term planning and autonomous execution capabilities [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Software Service Index include iFLYTEK, Kingsoft Office, Tonghuashun, Zhinancun, Hengsheng Electronics, Tuo Wei Information, Runhe Software, 360, Softcom Power, and Shenxinfu, collectively accounting for 60.89% of the index [2] - The Software ETF (159852) tracks the China Securities Software Service Index, serving as a convenient tool for capitalizing on opportunities in the computer software industry [2] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [2]

AAAI被公认为全球AI学术界的顶级会议，其录用论文代表了相关领域的前沿水平与未来趋势。据悉，AAAI 2026共收到来自全球的投稿近2.9万篇，其中来 自中国的研究贡献占比近三分之二，竞争空前激烈。最终整体录用率仅为17.6%，可谓优中选优。360此篇论文能够在计算机视觉、机器学习、自然语言处 理等热门研究方向汇聚的数万篇投稿中胜出，充分体现了其研究的前沿性、原创性与坚实的技术价值。 HyperGLLM ：重新定义终端威胁检测的 AI 范式 该论文直击终端安全核心挑战—如何从海量、交织的事件中精准捕捉高级威胁。为此，团队创新性地提出了 "HyperGLLM"框架，首次将超图 （Hypergraph） 的复杂关系推理能力与大语言模型（LLM）的语义理解优势相结合，为终端行为分析开辟了新路径。 【环球网科技综合报道】1月20日，第40届AAAI人工智能大会（AAAI-26）在新加坡开幕。在投稿量激增、录用率再创历史新低的激烈竞争中，由360集团 创始人周鸿祎领衔，联合360集团首席科学家、数字安全CTO潘剑锋博士团队（含彭敏博士等多位成员）及清华大学共同完成的论文《HyperGLLM：一种通 过超图增强大语言模 ...

"我主要是来滑雪的，抽空聊聊AI。"1月23-25日的2026崇礼论坛上，360集团创始人周鸿祎发布演讲， 先幽默开场，紧接着抛了一个关键论断——2026年，预计全世界至少出现100亿个智能体。 他认为，当前AI正经历"双线进化"，大模型迭代升级的同时，智能体也在快速发展。作为AI能力落地的 关键载体，智能体之所以关键，在于其能够深入理解垂直领域的专业知识，并与人类智力和劳动力高效 协同，从而推动生产力跃迁。 阿里国际数字商业集团副总裁、阿里巴巴设计委员会理事长杨光指出，AI时代，设计师不缺先进生产 力工具。他认为，伴随AI技术能力的涌现，设计师的能力体系也需要变革，技法重要性下降，审美和 工具应用愈发关键。 杨光以自身的跨界创作为例强调，不仅需要与AI协作，更要学会训练出属于自己的AI，让每个人都有 机会成为突破边界的创作者。 面壁智能联合创始人兼CEO李大海表示，模型能力与商业落地必须"两条腿走路"，面壁智能早早锚定端 侧模型与垂直场景，避免与大厂在通用搜索红海正面竞争，加速商业化闭环。 他认为，端侧模型是物理世界AGI的必由之路。 站在2026年的起点展望未来，大模型的竞争，进入拼智能、拼落地效能的深水 ...

完整早报音频，请点击标题下方小耳机收听 【马化腾质疑豆包手机安全性，豆包手机疑回应】 在 1 月 26 日 召开的腾讯公司年会上，腾讯公司 董事局主席马化腾首先发表讲话。马化腾提到，腾讯面对人工智能的机遇，首先思考的还是平台部门 如何跟新的人工智能的投资机会结合。"我们整个动作其实是慢了，一直到 2024 年底，我们的 AI 产 品元宝和混元大模型才转到 CSIG ，他们才开始正式做这个产品。"马化腾还提到了微信生态的 Agent 化。马化腾首先提到了字节和中兴手机联合推出的豆包手机，以及阿里千问接入宣布全面接入 淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，打通 400 多项功能，他强调，腾讯一贯旗 帜鲜明的反对用黑产外挂的方式把用户的手机和电脑屏幕录屏传到云端，因为这是极其不安全、不负 责任的。 同日晚间， @ 豆包手机助手 发文称："我们理解外界对于手机助手安全与隐私的关注。豆包手机助 手严格遵循用户授权与合规的原则，仅在用户明确授权的前提下调用必要能力。此外，豆包手机助手 在云端处理用户手机屏幕内容时，严格遵循'不存储、不训练'的原则，数据传输过程加密，使用过程 有严格的保护措施，确保用户隐私安全 ...

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 014> 盲盒:头部智能驾驶企业 上午 头部智能驾驶企业 当前正处于从 L2 到 L4 自动驾驶迭代、从汽车向 通用机器人跨越的历史拐点。智驾芯片及解决方案市 场正以接近 50% 的年复合增长率奔向万亿规模。公司 凭借国产替代与技术普惠的双重红利，占据了中国智 驾市场的"半壁江山"。 在物理AI加速落地浪潮与国产替代加速的双重β 下,公司作为国产中大型算力芯片头部企业及具备软 硬一体能力的供应商，推动汽车从"功能"迈向"智 能"，让机器更懂人类，让出行更安全、更自由。 天工机器人:北京人形机器人创新中心 国家战略级平台,定义全栈自主新高度 北京人形机器人创新中心于2023年11月成立,是 国内首个省级人形机器人创新中心，也是国内首家具 身智能软硬件全栈科技公司,全面覆盖人形机器人大 脑、小脑、本体与数据的研发攻关并且构建了良好的 开源生态。 目前已推出自主研发的全国产化"具身天工"系 列人形机器人和"天轶"系列轮式人形机器人，可覆 盖工业制作、特种作业、物流分拣、商业导览等多元 场景,在人形机器人半马、运 ...