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随着全球企业级AI市场爆发，中国AI科技公司正加速在海外市场布局。 2月26日，据海外媒体报道，蚂蚁数科旗下旗舰AI产品ZOLOZ在马来西亚正式启动运营枢纽中心，旨在升级本地服务能力、加快响应速度、增强本地处 理能力，以更好地服务马来西亚市场客户。 作为蚂蚁集团AItoB业务板块，目前，蚂蚁数科企业级智能体方案已经广泛应用于金融和能源等领域。在金融行业，蚂蚁数科已覆盖超100%国有股份 行，超60%地方性商业银行及数百家金融机构。 财经频道更多独家策划、专家专栏，免费查阅>> 图说：海外媒体报道蚂蚁数科在马来西亚启动运营枢纽中心 据悉，ZOLOZ融合AI、人脸识别和动态风险智能等核心能力，为企业提供AI数字安全验证解决方案，目前已为全球超30个国家和地区的客户提供服 务。 此次马来西亚枢纽中心落地，是蚂蚁数科全球化布局的关键进展。此前，蚂蚁数科海外总部已经落户香港，并在印尼、新加坡等地建立了成熟的业务基 础。 在加速出海的同时，蚂蚁数科也在企业级AI领域持续发力。据媒体近日报道，蚂蚁数科将推出百灵大模型企业版，并已成立"大模型技术创新部"，攻坚 百灵大模型的toB场景落地。百灵企业版将更关注幻觉抑制、指令遵循 ...

Asian stocks advanced on Thursday as Nvidia's earnings results quelled fears over massive AI spending and AI-driven disruption. The AI bellwether posted record Q4 results with total revenue of $68 billion, led by a record data-center quarter of $62 billion, driven by the Blackwell and Blackwell Ultra ramp.The dollar edged lower in Asian trade, while gold advanced on safe-haven demand and oil prices hovered near seven-month highs as investors waited for any news on the third round of nuclear talks between t ...

据悉，ZOLOZ融合AI、人脸识别和动态风险智能等核心能力，为企业提供AI数字安全验证解决方案，目前已为全球超30个国家和地 区的客户提供服务。 【环球网科技综合报道】随着全球企业级AI市场爆发，中国AI科技公司正加速在海外市场布局。 2月26日，据海外媒体报道，蚂蚁数科旗下旗舰AI产品ZOLOZ在马来西亚正式启动运营枢纽中心，旨在升级本地服务能力、加快响应 速度、增强本地处理能力，以更好地服务马来西亚市场客户。 此次马来西亚枢纽中心落地，是蚂蚁数科全球化布局的关键进展。此前，蚂蚁数科海外总部已经落户香港，并在印尼、新加坡等地建 立了成熟的业务基础。 在加速出海的同时，蚂蚁数科也在企业级AI领域持续发力。据媒体近日报道，蚂蚁数科将推出百灵大模型企业版，并已成立"大模型 技术创新部"，攻坚百灵大模型的toB场景落地。百灵企业版将更关注幻觉抑制、指令遵循、Agentic Engineering以及安全合规能力，以 满足企业级场景的高标准需求。 当前，企业级AI市场正迎来需求大爆发，海外AI公司Palantir2025年第四季度营收同比激增70%，被称为"过去十年科技领域最好业 绩"；Anthropic过去三年年营 ...

Core Insights - The article discusses the launch of VoiceAgentEval, a comprehensive evaluation standard for AI outbound calling, developed by Agora, Meituan, and xbench, addressing the lack of a dedicated assessment system in the AI outbound industry [1][3]. Group 1: Evaluation Framework - VoiceAgentEval establishes a unified and objective assessment standard for AI outbound calling, moving beyond previous academic benchmarks that do not adequately evaluate advanced communication capabilities [3]. - The evaluation framework consists of three main dimensions: benchmark construction, user simulation, and interaction quality assessment, leveraging the strengths of Agora in conversational AI, Meituan in outbound business scenarios, and xbench in AI benchmarking [3][4]. Group 2: Benchmark Construction - The benchmark is based on real-world data covering six business areas: customer service, sales, recruitment, finance, research, and proactive care, with 30 specific sub-scenarios [4]. - Each sub-scenario includes detailed evaluation plans that feature specific process breakdowns and a weighted scoring system [4]. Group 3: User Simulation - Meituan has developed a user simulator with 150 different personas to simulate real business interactions, allowing for large-scale testing of model task completion capabilities in a controlled environment [4]. Group 4: Evaluation Metrics - The evaluation employs a dual-dimensional assessment approach, combining text and voice evaluations, with a two-layer assessment system for text and 15 metrics for voice, integrating expert ratings and objective data [4][5]. Group 5: Leading Models - According to VoiceAgentEval, the top three performing models in AI outbound calling are ByteDance's Doubao-1.5-32k, OpenAI's GPT-4.1, and Anthropic's Claude-4-Sonnet, with Doubao-1.5-32k and GPT-4.1 excelling in voice interaction experience [5][6]. Group 6: Industry Impact - The release of VoiceAgentEval provides a critical reference for AI outbound practitioners and shifts AI model evaluation from idealized academic assessments to more realistic business scenario evaluations, significantly impacting the deployment of generative AI in the industry [7]. - Agora aims to continue enhancing its conversational AI and real-time audio-video cloud services, with several retail and healthcare companies already integrating its outbound calling features [7].

We recently published 10 Stocks Left Behind in a Roaring Market. Lumen Technologies Inc. (NYSE:LUMN) was one of the worst performers on Wednesday. Lumen Technologies saw its share prices drop by as much as 6.8 percent in intra-day trading on Wednesday before finishing at $7.11 apiece, as an ongoing dispute between artificial intelligence firm Anthropic and the Pentagon spilled over to its stock. Anthropic, one of Lumen Technologies Inc.’s (NYSE:LUMN) major customers, is currently facing a setback after ...

行 行业周报 业 大模型融资持续火热，AI 应用生态加速落地 | 研 | | | | ——计算机行业周报 | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师： | 连天龙 | SAC S1150525070002 | 年 | 2026 | 02 | | NO： | 日 | | | 26 | 月 | | | | 计算机 | | 投资要点： | | | | | | | | | | | | | | 证券分析师 | |  行业要闻 | | | | | | | | | | | | | | 连天龙 | | | | | | | | | | | | | | | | liantl@bhzq.com | | 周度 调用量排行榜； （1）国产模型领跑 OpenRouter token | | | | | | | | | | | | | | 022-23861563 | | （2）Kimi 连续融资超 12 亿美元，估值翻倍突破 100 ...

来源：未尽研究 作者：未尽研究 这些危机叙事显得逼真，是因为它们并非从未来倒推，而是从当下延伸。现实已经出现了若干可被拼接的信号。 "软件只是开场"正在变成一种共识。近期，Anthropic突破白领工业革命的积极尝试，让市场相信，那些支撑美国经济的高价值知识工作，不再被视为自动 化的例外，正在接近系统性替代的拐点。 进入2026年，进入马年，市场正弥漫着一种诡异的、前所未有的气氛。 资本市场正在提前交易一场尚未真正到来的结构变化。从"一件大事正在发生"，到"2028年全球AI危机"，美国股市越来越容易被这些宏大叙事所牵引。华尔 街怀疑，AI能力的自我递归提升，会先于制度与市场的调节能力，同时制造一次宏观经济的自我递归式的恶化。 昨晚，独立研究机构Citrini用一篇假设写于2028年6月的备忘录，讲述了这样相互嵌套的递归链条。当晚，美国再次崩盘，道指下跌800点，不仅包括前阵子 就深跌的SaaS股与网络安全股，这次还包括黑石（Blackstone）、万事达（Mastercard）这样的金融大蓝筹。 Citrini并带来没有太多新鲜的观点，很多都是ChatGPT刚出现时，经济学家就已经提出的担忧，以及一些AI大 ...

Core Insights - Anthropic's recent updates to its AI product Claude have caused significant fluctuations in U.S. software stocks, raising investor concerns about the potential for AI models to replace traditional software and erode market share of software giants [1] - Deutsche Bank remains optimistic about the software industry, suggesting that the advancements in AI and its broader adoption could serve as a positive catalyst for the sector [1] - During a recent briefing, Anthropic introduced 10 new ways for enterprise clients to integrate AI into workflows, impacting various fields including stock research and investment banking, with companies previously seen as "victims" of Anthropic, like Thomson Reuters, showing a commitment to embracing AI [1] Industry Analysis - Deutsche Bank analyst Brad Zelnick emphasized that AI model providers are unlikely to replace existing software companies but will instead position themselves as coordinators above current software systems [1] - The report argues that AI technology should not be viewed as a substitute for entire software systems, highlighting the challenges of replicating or replacing the vast knowledge, metadata, and workflows accumulated in existing systems [1] - Despite acknowledging that software stocks face pressure from AI advancements, Deutsche Bank maintains a positive outlook for the software industry, believing that the rise of AI will generally enhance the performance of software manufacturers [2]

近期，AI对软件行业的冲击引发了广泛关注，Anthropic也已成为市场最新的"妖怪"，其围绕AI聊天机 器人的更新与发布引发了恐慌，人们担心从软件到卡车运输等各个领域都可能遭到颠覆。 但是，红杉资本合伙人林君叡（Alfred Lin）仍持乐观态度。他指出，AI本质上是软件的延伸，许多传 统软件公司，如甲骨文(ORCL.N)，依然屹立不倒。德意志银行也认为，Anthropic的AI技术不会终结软 件行业。 分析师布拉德·泽尔尼克（Brad Zelnick）在给客户的报告中写道：" 在观看了Anthropic的企业级代理简报活动之后，我们更加确信，模型提供商不太可能取代 现有的软件厂商，而是将自己及其代理定位为构建在既有、成熟系统之上的编排层。" 林君叡认为，AI将显著提升公司的运营效率和员工的工作能力，使人们能够完成更多以前无法完成的 任务。 红杉资本一直专注于利用AI技术来增强人类的工作效能。以红杉投资的Rowspace AI公司为例，该公司 为金融服务行业提供数据连接平台，通过AI工具，帮助企业在保持人类决策核心地位的同时，提高工 作效率和决策质量。 林君叡强调，AI的加入将使人们能够从事更具战略性和创造 ...