1、美联储理事沃勒表示，3月利率决议取决于2月劳动力数据，若2月就业数据强劲则倾向于暂停降息， 若1月就业数据被修正或2月数据疲软则支持降息25个基点。 2、特朗普宣布将全球进口关税税率从10% 上调至15%，美国15%的全球关税将于2月24日13:00生效，特朗普政府还考虑对大型电池、生铁与铁质 配件等六大行业征收新的国家安全关税。 3、欧洲议会暂停批准欧美贸易协议，欧盟特使召开会议讨论 相关贸易问题。 4、OpenAI与四家顶级咨询公司达成合作，推动智能体化AI的采用。 5、IBM股价大跌 13%，创2000年以来最大单日跌幅，受Anthropic称其工具可协助COBOL现代化影响。 6、诺和诺德新 一代 减肥药物在试验中减重效果不及礼来竞品，股价重挫。 7、芬兰量子计算公司IQM计划通过SPAC 合并在纽约上市，初始股权估值为18亿美元，考虑在赫尔辛基双重上市。 8、吉利德拟78亿美元收购癌 症细胞疗法公司Arcellx。 9、美国冬季暴风雪重创东北部 机场，数千架次航班取消，近40万户停电。 10、美股三大指数集体收跌，道指跌1.66%，标普500指数跌1.04%，纳指跌1.13%，纳斯达克中国金龙 ...

今日提示 ·证监会近日对天风证券为武汉当代集团涉嫌违法提供融资及信息披露违法违规行为作出行政处罚及市 场禁入事先告知。 ·北交所新股海菲曼24日发行，申购代码920183，发行价19.71元/股，发行市盈率14.99倍，申购上限 47.37万股，主营耳机等电声产品。 上证精选 ·春节期间，阿里、字节、智谱、Kimi、Minimax、Google等大模型厂商纷纷发布新模型和产品。除夕当 天，豆包AI互动总数达19亿次，"豆包过年"活动在除夕帮助用户生成超过5000万张新春主题头像、生成 超过1亿条新春祝福。 ·据猫眼专业版数据，截至2月23日14时11分，2026年2月电影市场总票房已破60亿元，《飞驰人生3》 《惊蛰无声》《镖人：风起大漠》分列2月票房榜前三位。 ·飞猪平台2月23日发布的数据显示，2026年春节假期，该平台国内游订单量再创新高，其中门票订单量 同比去年增长超80%，酒店间夜量同比增长75%。AI预订旅行服务大爆发，飞猪AI订单量比节前增长 800%以上。国内冰雪游热情高涨，跨境游继续强劲增长。 ·2月24日，1年期和5年期以上LPR将公布最新值。 ·苹果公司将于2月24日举行线上年度股东大会 ...

多方分析认为，尽管长远看轨道数据中心拥有广阔前景，但其部署实施仍面临巨大挑战。太空工程师安 德鲁·麦卡利普的演算结果显示，目前1吉瓦的轨道数据中心建设成本高达424亿美元，几乎相当于地面 数据中心的3倍。要降低轨道数据中心的建设成本，必须投入大量资金，促进多学科协同发展，并大力 建设培育太空级元件供应链。 亚马逊AWS云计算服务首席执行官哥曼直言："现在还没有足够的火箭去发射100万颗卫星，所以我们 离实现轨道数据中心还很远。" 而在本月早些时候，马斯克旗下的SpaceX宣布发射100万颗卫星组建轨道数据中心网络的宏大目标。此 外，马斯克本月早些时候在他旗下的人工智能公司xAI全员大会上表示，SpaceX收购xAI有助于加速其 轨道数据中心的部署进程。马斯克甚至明确表示，在3年甚至更短时间内，太空将成为部署人工智能成 本最低的地方——这与奥尔特曼"十年内难成气候"的判断形成鲜明对比。 值得注意的是，除马斯克之外，其他一些科技公司也对轨道数据中心跃跃欲试，且已有所动作。谷歌于 去年11月宣布了"捕日者计划"，拟在太空构建以太阳能为动力的数据中心，并计划于明年发射原型设备 升空。另有消息显示，亚马逊创始人贝索斯也 ...

Elon Musk responded to reports the $500 billion Stargate data center venture has effectively stalled, saying, “Hardware is hard” and “Those who have tried to do so at scale will understand.”Stargate Has No Staff And No Clear RoleThe Information reported that the Stargate joint venture, announced at the White House in January 2025 alongside SoftBank and Oracle (NYSE:ORCL) , has not meaningfully staffed up and currently plays no direct role in building OpenAI‘s data centers.The original pitch was enormous: $5 ...

OpenAI on Monday announced the launch of its Frontier Alliances program, pairing its enterprise AI platform with four of the world’s largest consulting and technology firms to accelerate the deployment of AI agents inside corporate systems.The company said the initiative is designed to address what it sees as the primary obstacle to enterprise AI adoption, not model capability, but deployment and integration.“The limiting factor for seeing value from AI in enterprises isn’t model intelligence, it’s how agen ...

Wedbush Securities analyst Dan Ives is turning a market scare into a buying argument, saying Anthropic‘s move into cybersecurity with its Claude Code Security tool ultimately validates the investment case for established security vendors rather than threatening it.Ives Sees Validation, Not DisruptionWriting on X on Monday, Ives stated, “Anthropic with Claude Security going after the cyber security market with a code tool validates our thesis that cyber security is the next frontier for the AI Revolution. Ba ...

Core Points - A class action lawsuit has been filed against CoreWeave, Inc. for alleged securities fraud during the Class Period from March 28, 2025, to December 15, 2025 [1] - Investors who purchased CoreWeave securities during this period and suffered losses have until March 13, 2026, to seek appointment as lead plaintiff [2] - The lawsuit claims that CoreWeave made misleading statements regarding its ability to meet customer demand and the risks associated with reliance on a single third-party data center supplier [4] Allegations - CoreWeave is accused of overstating its capacity to meet customer demand for its AI cloud computing services [4] - The company allegedly failed to disclose the significant risks posed by its dependence on a single third-party data center, which could negatively impact its revenue [4] - The lawsuit suggests that these misrepresentations led to substantial losses for investors when the truth was revealed [5] Company Background - CoreWeave is positioned as an AI cloud computing company and announced a significant deal worth up to $11.9 billion with OpenAI shortly before its IPO [3] - The company also announced an agreement to acquire Core Scientific, a major player in digital infrastructure for high-performance computing, in an all-stock transaction [3]

Some of the highest-paid tech workers now will never have to write a line of code. And it’s not because their work is being done by AI: Tech companies are shelling out high six-figure salaries for senior communications roles. Anthropic is hiring for a head of product communications with a listed $400,000 salary; Netflix is looking for a senior director of communications with a salary range of $656,000 to $1.2 million; and OpenAI is seeking a head of infrastructure communications and a head of business com ...

Core Insights - U.S. technology giants Alphabet, Amazon, Meta, and Microsoft are projected to invest approximately $650 billion in AI-related infrastructure in 2026, a significant increase from $410 billion in 2025 [1] Investment Trends - The investment surge indicates a shift into a "more dangerous phase" of the AI boom, characterized by rapidly increasing investments in physical infrastructure and a growing dependence on external capital [1] - The demand for computing resources is outpacing supply, prompting hyperscalers to accelerate their investments to meet future demand [1] Financial Strategies - The four companies have reduced share buybacks to finance the increase in capital expenditures [1] - Significant spending creates downside risks if investments do not yield expected returns, particularly for companies like Anthropic and OpenAI, which require major product breakthroughs to secure funding for potential IPOs [1] Market Implications - The tech investment boom is expected to exert upward pressure on U.S. economic growth, contributing approximately 50 basis points to GDP growth in 2025 and potentially around 100 basis points in 2026 [1] - However, this spending may also lead to inflation in technology and communications equipment and increase electricity prices in certain regions [1] Sector Risks - The aggressive investment in AI is creating existential risks for other sectors, particularly software companies and data providers, as evidenced by recent selloffs in software stocks [1] - A severe stock market correction could hinder growth and limit capital-raising capabilities for companies, reminiscent of the Dot-com bubble in 2000, although current market movements are described as much smaller [1]

智通财经APP获悉，OpenAI上周五宣布，已与多家全球顶级咨询公司达成多年期合作协议，包括挨森 哲(ACN.US)、Boston Consulting Group、Capgemini以及麦肯锡，共同推进其面向企业的AI平台Frontier 的落地与部署。 这家由微软(MSFT.US)支持的AI初创公司表示，已与上述四家咨询机构建立"Frontier联盟"。OpenAI未 披露合作的具体财务条款。公司称，此次合作旨在帮助企业在组织内部部署"AI同事"，加速人工智能在 核心业务流程中的应用。 人工智能企业级应用竞争持续升温。 业内人士认为，此次与全球咨询巨头结盟，显示OpenAI正加速构建企业级生态体系，通过"平台+服 务"的方式扩大市场渗透率，并在快速增长的企业AI赛道中巩固竞争优势。 根据安排，各咨询公司将与OpenAI的前线部署工程团队(FDE)协同工作，并各自投入资源组建专门的实 践团队，培养并认证熟悉OpenAI技术的专业人员。OpenAI则将提供技术支持、产品路线图信息，以及 对其产品与研究团队的访问权限，以保障项目实施效果。 在企业级AI领域，OpenAI正与包括谷歌(GOOG.US,GOOGL. ...