就在其全新办公 AI 工具引发软件股震荡仅数周后，Anthropic 正进一步深入办公场景。 该公司在周二的线上活动中宣布，将升级其 Claude AI 助手，使其在设计、人力资源、财富管理等特定 职业任务中表现更佳，同时支持在微软 Excel、PowerPoint 等应用内直接运行。 Anthropic 于今年 1 月推出了Claude Cowork，旨在将其广受欢迎的编码工具的实用性扩展到更多类型 的办公工作中。此后，该公司已进行多次更新：先是添加插件，增强其在金融、法律分析等领域的能 力；随后升级了驱动该智能体的 AI 模型，并推出了一款用于网络安全工作的新工具。如今，它正借助 更多行业专用工具，进一步向更广泛的办公领域推进。 这家 AI 公司快速密集的更新与迭代让华尔街措手不及，投资者担忧 AI 可能很快让其他企业的产品过 时，并引发大规模裁员。Anthropic 对此坚决否认 —— 该公司表示，其并非试图取代企业软件公司的产 品，这些产品已深度嵌入企业系统，并拥有处理敏感、专有数据的可靠工具。 相反，Anthropic 企业产品负责人斯科特・怀特表示，公司正在打造与现有软件和工具互补的产品。怀 特称 ...

Key TakeawaysNvidia (NVDA) shares fell 4.9% following warnings from investor Michael Burry, who compared the company's current trajectory to Cisco during the dot-com bubble.Google (GOOGL) unveiled Nano Banana Two, a high-fidelity AI image generation tool, and announced the upcoming launch of Gemini Advantage for its Marketing Platform.The Kansas City Fed Manufacturing Index surged to 5 in February, significantly outperforming the estimate of 2 and the previous reading of 0.Tesla (TSLA) reached a critical ou ...

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Group 1 - Cadence Design Systems, Inc. (NASDAQ:CDNS) is recognized for its AI-powered software and hardware used in designing complex electronic systems, including chips and Printed Circuit Boards [2][3] - The company is considered a critical player in the semiconductor industry, providing essential tools for designing chips that power advanced technologies such as smartphones, computers, autonomous vehicles, and AI systems [3][4] - Cadence has shown resilience in the market, with its stock rallying after strong quarterly performance, indicating a potential floor for its valuation amidst competitive threats from AI [1][2] Group 2 - Rothschild & Co Wealth Management highlighted Cadence as a recent investment, emphasizing its role in providing tools necessary for chip design in today's technology landscape [2] - The company is viewed as a durable, high-quality compounder in a structurally growing industry, aligning with investment strategies focused on long-term growth [3] - While Cadence is not as widely recognized as other tech giants, its software is deemed essential for the development of cutting-edge chips, which are foundational for modern AI applications [4]

ChatGPT 开发商 OpenAI 周四宣布，将把伦敦打造为其美国以外最大的研究中心，并称英国的科技生态 系统是投资和研发新型人工智能系统的理想环境。 此举助力英国致力于打造 "人工智能强国"、成为前沿研究聚集地的目标，当前全球各国政府正争相吸 引主流大模型开发商的投资。 OpenAI 研究主管马克・陈表示，英国汇聚的人才、顶尖大学以及全球知名的科研机构，使其在这个被 各国政府视为具有战略重要性的领域中占据优势。 英国科技大臣莉兹・肯德尔称，OpenAI 在伦敦的扩张是一次 "巨大的信任投票"。 肯德尔在一份声明中表示："这也再次印证了英国的全球领导地位，这里是开展既安全又具变革性的人 工智能创新的理想之地。" OpenAI 尚未公布该计划的具体细节，例如投资规模或将创造的就业岗位数量。 该公司欧洲总部位于都柏林，2023 年在伦敦开设了首个国际办事处，团队负责开发和运行其人工智能 模型所需的软件与基础设施。 责任编辑：郭明煜 ChatGPT 开发商 OpenAI 周四宣布，将把伦敦打造为其美国以外最大的研究中心，并称英国的科技生态 系统是投资和研发新型人工智能系统的理想环境。 此举助力英国致力于打造 "人 ...

Group 1: AI and Technology Developments - Major technology firms, including Amazon, Meta, and OpenAI, are set to sign a pledge at the White House to provide their own power for AI data centers [2] - Netflix CEO Ted Sarandos is in discussions regarding the acquisition of Warner Bros. Discovery, following political pressure related to board member Susan Rice [3] Group 2: Market and Economic Insights - Samsung has launched new flagship smartphones, with the S26 and S26+ models priced $100 higher than their predecessors, amid a global memory chip shortage [8][9] - Egg prices have sharply declined due to easing impacts from a bird flu outbreak, while prices for boneless chicken breast and ground beef have risen since January of last year [10][11] Group 3: Resignations and Controversies - Larry Summers announced his resignation from Harvard University amid a review of his connections to Jeffrey Epstein [4] - Dr. Richard Axel also resigned from his role at Columbia University, citing his past association with Epstein as a serious error in judgment [5] - Bill Gates addressed his relationship with Epstein, stating he did nothing illicit during their interactions [6]

Group 1: Market Impact of AI - The "Anthropic storm" has led to significant sell-offs in the stock market, particularly affecting enterprise software stocks like Microsoft, SAP, and ServiceNow, which have not recovered from the declines since early February [2][3] - The S&P 500 Software and Services Index has dropped approximately 15% since late January, erasing nearly $1 trillion in market value due to fears of AI disrupting traditional business models [2][3] - The introduction of AI tools by Anthropic, such as the legal plugin and security scanner, has caused substantial market reactions, leading to significant losses for companies like Thomson Reuters and CrowdStrike [3][4] Group 2: Emerging Job Opportunities - The demand for Forward Deployed Engineers (FDE) has surged, with a reported 42-fold increase in demand from 2023 to 2025, as companies seek to integrate AI into their workflows [6][7] - FDEs are seen as essential for bridging the gap between AI technology and its practical application in businesses, requiring a unique skill set that combines technical expertise with business acumen [8] - OpenAI and Anthropic are offering competitive salaries for FDE positions, with base salaries reaching up to $325,000 and $400,000 respectively, indicating a strong market for this role [7][8] Group 3: Investment Themes - The stock market is likely to see a revaluation of companies based on their ability to deploy and manage AI effectively, rather than simply possessing AI models [12][13] - Key beneficiaries in the AI era are expected to be companies providing AI deployment and governance infrastructure, such as cloud service providers and integrated service platforms [12][13] - The biggest losers will be those companies relying on outdated business models that do not leverage AI's capabilities to create data moats or integrated systems [13]

这一轮软件股暴跌以及各板块轮流上演暴跌的核心因素可谓是"AI颠覆一切"这一悲观论调。而"AI颠覆一切"论调自2 月以来可谓席卷全球金融市场，这种论调强势崛起的时点在于Anthropic重磅推出的一系列AI工具/代理式AI智能体协 作平台，引发全球股市SaaS订阅软件板块以及股票市场广义上的软件板块广泛抛售大浪潮。受这一严峻担忧情绪影 响，标普500软件与服务指数自1月下旬以来下跌约15%，并在短短一周内抹去接近1万亿美元市值。 震动始于本月早些时候，当时Anthropic为其Claude Cowork这一迅速风靡全球的代理式AI智能体发布了一款重磅法律 插件。这款能够极低技术门槛实现AI全自动化的合同审查超级工具，令汤森路透(Thomson Reuters)以及LexisNexis母 公司RELX等公司的市值蒸发了数十亿美元。 2月以来的"AI颠覆一切"悲观基调主要因市场愈发担心类似Claude以及OpenClaw(曾用名：Clawdbot、Moltbot)爆火且 病毒式蔓延的AI代理工作流可能削弱基于SaaS席位订阅营收模式的整个软件帝国，遭遇了罕见抛售，这一抛售迅速蔓 延到保险、房地产、卡车运输以及其他任 ...

行业日报 | 北交所 温和上涨，关注金三银四和两会政策预期 北交所日报——20260225 核心结论 行情回顾：1）指数层面：2 月 25 日北证 A 股成交金额达 186.56 亿元，较 上一交易日增加 22.77 亿元，北证 50 指数收盘价为 1,547.201，上涨 0.77%， PE_TTM 为 65.09 倍。北证专精特新指数收盘价为 2,597.61，上涨 1.22%。 2）个股层面：当日北交所 294 家公司中 208 家上涨，6 家平盘，80 家下跌。 其中涨幅前五的个股分别为：同辉信息（10.3%）、安达科技（8.2%）、天 力复合（6.3%）、纳科诺尔（6.3%）、恒合股份（6.1%）；跌幅前五的个 股分别为：连城数控（-7.1%）、科力股份（-5.9%）、视声智能（-3.5%）、 蘅东光（-3.5%）、戈碧迦（-3.3%）。 新闻汇总：1）数据中心没钱、定制芯片落后："新秀"OpenAI 正努力追 赶老牌巨头：OpenAI 的星际之门项目因资金问题受挫，导致其战略重心转 向掌控数据中心内部资源而非拥有实体资产；此外，OpenAI 在定制芯片问 题上落后于其他科技巨头，其于 2025 年 ...

智东西2月26日消息，2月24日，外媒Business Insider将OpenAI以顶级薪酬争抢人才的策略曝光：2025年10月至12月，OpenAI从海外引进60多名员工，其 中研究科学家薪资最高，不算股权奖金该岗位的基本年薪可达到24.5万美元～68.5万美元（约合人民币168万元～470万元）。 非技术的产品管理人员基本年薪也达到21万美元至32.5万美元（约合人民币146万元～223万元），并且这一薪资范围只有基本工资不包含股权、奖金等， 外媒Business Insider称，OpenAI的薪资在硅谷处于顶尖水平。 | | 职位 | 基本年薪区间 | 基本年薪区间 | | --- | --- | --- | --- | | | | (单位:美元) | (单位:人民币) | | AI研究员 | 情报与调查人员 | 32万美元至38.25万美元 | 220万元～263万元 | | | AI系统工程师 | 24.5万美元至46万美元 | 168万元～316元 | | | AI系统研究员 | 31万美元至46万美元 | 213万元~316万元 | | | 研究工程师 | 21万美元至46万美元 | 146 ...