智通财经2月27日讯（编辑 史正丞）昨夜今晨，随着英伟达在发布全面好于预期的财报后下跌超5%， 美股科技板块集体走弱，纳指跌超1%。 | 标的 | 周四涨跌 | | --- | --- | | 上证指数 | -0.01% | | 深通成指 | 0.19% | | 创业板指 | -0.29% | | 恒生指数 | -1.44% | | 恒生科技指数 | -2.87% | | 日经225指数 | 0.29% | | 韩国综合指数 | 3.67% | | CDAX | 0.45% | | 法国CAC40指数 | 0.72% | | 英国直时100 | 0.37% | | 纳斯达克指数 | -1.18% | | 标普500指数 | -0.54% | | 道琼斯指数 | 0.03% | 对于市值超过4万亿的英伟达而言，周四的下跌也是去年4月关税冲击后的最大单日跌幅。单日蒸发的 2592亿美元市值，已经足以排到历史第7。英伟达CEO黄仁勋也在周四谈及公司估值低于半导体同行时 喊话称："市场不可能永远压制我们，因为我们会持续成长、不断壮大。" 在英伟达苦苦挣扎的同时，向英伟达供应存储芯片的三星电子和SK海力士周四均涨超7% ...

智通财经获悉，周四盘后交易中，CoreWeave(CRWV.US)股价一度暴跌12%。这家专注于人工智能的云 基础设施供应商公布的第四季度营收虽高于华尔街预期，但未能提振股价。根据公告，CoreWeave第四 季度营收同比增长110%至15.7亿美元，略超出市场平均预期15.5亿美元，每股亏损89美分，逊于市场平 均预期。截至发稿，该股盘后大跌9.56%。 业绩指引方面，公司预计2026年全年营收为120亿至130亿美元，分析师此前预期为120.9亿美元;预计 2026年调整后营业利润为9亿至11亿美元。但第一季度的营收指引为19亿至20亿美元，低于市场共识预 期的22.9亿美元。 本季度CoreWeave与模型开发商Poolside达成合作，并推出对象存储服务，将信贷额度从15亿美元提升 至25亿美元。尽管存储业务将助其与亚马逊AWS等巨头竞争，但公司仍聚焦专业云基础设施领域。 Intrator在博客中写道："2025年CoreWeave成为史上最快突破50亿美元年营收的云平台。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 公司计划将2026年资本支出目标定为300亿至350亿美元，远超 ...

AI Infrastructure and Defense Tensions - Dell Technologies has established itself as a leader in the AI sector, reporting a substantial backlog of $43 billion for AI-optimized servers, with a forecast of $50 billion in AI revenue for fiscal year 2027, indicating strong demand for high-performance computing [2][9] - The US Department of Defense is in conflict with AI startup Anthropic, demanding the removal of safeguards on its Claude Gov AI, which could significantly impact the relationship between private AI companies and the military [3][9] Media Consolidation and Global Debt Realignment - Warner Bros. Discovery Inc. is advancing with a $111 billion bid from Paramount Skydance after Netflix Inc. opted not to match the offer, which could lead to significant changes in the media landscape [4][9] - In 2025, allied nations increased their holdings of US Treasuries to a record $463.9 billion, while countries like China and India reduced their investments by over $125 billion, reflecting a shift in global debt dynamics [5][9] Japan's Economic Rebound and Fed Legal Battles - Japan's economy is showing signs of recovery, with January retail sales rising 4.1% month-over-month, surpassing analyst expectations, while industrial production increased by 2.2% [6] - The Federal Reserve is engaged in a legal battle against the Department of Justice regarding subpoenas targeting Fed officials, which could have significant implications for the independence of monetary policy [7][9]

凤凰网科技讯 北京时间2月27日，据彭博社报道，美国AI创业公司Anthropic拒绝了国防部提出的最新提 议，该提议旨在化解因该公司为军方使用其AI软件设定条件而引发的僵局。这场对峙已危及Anthropic 为政府承担的国防项目。 五角大楼拒绝了这些要求，并给该公司设定了周五的最后期限，要求其接受政府条款，否则将被列为供 应链风险，此举可能禁止其与其他国防承包商合作。美国官员表示，军方希望能够在合法范围内使用该 公司的AI工具，但不应受到Anthropic任何限制。 Anthropic CEO达里奥·阿莫代伊(Dario Amodei)周四在一份声明中表示："这些威胁不会改变我们的立 场：我们无法在良知上接受他们的要求。" 美国防部官员对此予以反驳，并要求能够不受该公司任何限制地使用Claude，后者是为数不多获准用于 涉密云工作的AI工具之一。美国防部还威胁称，即便Anthropi提出反对，仍将动用冷战时期的《国防生 产法》来使用该公司的软件。 美国防部发言人肖恩·帕内尔(Sean Parnell)周四早些时候表示，国防部对大规模监控或开发"无需人类介 入即可运行的自主武器"不感兴趣。 "我们决不允许任何 ...

CoreWeave首席执行官Mike Intrator在分析师电话会议上表示，其服务核心英伟达图形芯片仍供不应求。 他指出，第四季度英伟达H100处理器均价较年初波动在10%以内，而旧款A100芯片价格在2025年出现 上涨。 公司计划将2026年资本支出目标定为300亿至350亿美元，远超2025年的103.1亿美元。截至去年底，公 司活跃电力容量为850兆瓦，签约电力达3.1吉瓦(市场预期活跃电力约827兆瓦)。CoreWeave预计2026年 底活跃电力将超1.7吉瓦(高于市场预期的1.59吉瓦)，并计划到2030年在现有签约规模基础上新增超5吉 瓦。 Intrator表示："需求正从最初集中于超大规模云和基础模型领域，向全经济领域扩散。如今企业级需求 爆发式增长，主权领域需求兴起，新兴参与者纷纷入场锁定所需基础设施。"公司营收积压订单从第三 季度末的556亿美元激增至668亿美元。 调整后税息折旧及摊销前利润为8.98亿美元，低于市场预期的9.29亿美元。自去年3月上市后，截至12月 31日公司债务达213.7亿美元。 周四盘后交易中，CoreWeave(CRWV.US)股价一度暴跌12%。这家专注于 ...

美东时间2月25日，Salesforce发布新一期财报，公司董事长兼首席执行官Marc Benioff在业绩交流会上 言语轻松地表示，"这不是我们第一次遭遇'SaaS末日危机'（的探讨），我记得在2020年出现'SaaS末日 危机'时，不仅是软件行业面临衰退，我们都陷入困境，但都挺过来了。这一次也肯定会化解。" 软件厂商看起来正持续遭遇来自AI的冲击。 这率先体现在二级市场层面。根据Wind统计，今年以来至2月25日收盘，以Salesforce、Adobe为代表的 美股软件巨头就遭遇了超25%的跌幅，2025年以来两家公司整体跌幅约为42%。 一时间，华尔街诞生了一个新词："SaaSpocalypse"（SaaS末日）。这背后源于大模型公司Anthropic旗下 Claude系列产品持续更新，随着能力边界拓维，传统视角来看，软件服务商积累的研发和服务护城河似 乎在加速被减弱。 面对本轮AI技术革新，软件厂商们本身也在加速拥抱Agent（智能体）等新技术能力。除了加深与基础 大模型的能力融合并迭代垂域模型之外，投融资层面的合作也在发生。 这一次，"SaaS末日"会成真吗？ "SaaS末日"论 今年以来，全球大模 ...

The Pentagon wants basically the guard rails inside of Anthropic to be uh removed so that they have full access to the power of the model in order to defend our country. And Anthropic's very reason for existence was making sure that these kinds of guard rails are in place. >> The Pentagon essentially wants to be able to use anthropics AI model claude however it sees fit.It doesn't want to be in a position where every single time it has to do an operation or do something of national security concerns, it has ...

Core Insights - The ethical boundaries of military AI are being challenged as Anthropic rejects a proposal from the U.S. Department of Defense (DoD) regarding the use of its Claude AI model [2][10] Group 1: Company Position and Actions - Anthropic has established two non-negotiable "red lines": its technology cannot be used for mass domestic surveillance or for autonomous weapons systems that operate without human intervention [3][10] - Anthropic has officially rejected the Pentagon's "best and final offer," maintaining its "safety-first" stance despite pressure [10] Group 2: Government and Military Response - The Pentagon argues that Anthropic's constraints are "impracticable" for modern warfare and insists that military operations should only adhere to existing U.S. law [3] - Defense Secretary Pete Hegseth has set a hard deadline for compliance, threatening to label Anthropic a "supply chain risk" or invoke the Defense Production Act (DPA) to enforce compliance [4][10] Group 3: Financial Implications - The ongoing dispute puts a $200 million contract at risk and could lead to Anthropic being banned from the broader defense ecosystem, affecting partners like Palantir, Amazon, and Alphabet [10] - For investors in Amazon and Alphabet, the escalation represents a significant geopolitical risk, as blacklisting Anthropic could lead to a sharp downward revision of its valuation and utility as a primary AI provider for AWS and Google Cloud [7]

A statement from Anthropic CEO, Dario Amodei, on our discussions with the Department of War.https://t.co/rM77LJejuk ...

Intapp announces Partner Forum 2026 Award winnersFeb 26, 2026 5:30 PM Eastern Standard Time# Intapp announces Partner Forum 2026 Award winnersShare---Awards celebrate our partners' dedication to innovation, collaboration, and client successPALO ALTO, Calif.--([BUSINESS WIRE])-- [Intapp](NASDAQ: INTA), the leading governed AI platform for professional firms in highly regulated industries, today announced the winners of its Partner Forum 2026 Awards. The awards recognize demonstrable client success in five ca ...