本月发布新模型或升级现有产品的国内公司成为投资者宠儿。MiniMax和智谱AI最为典型，两家公司股价在2月均翻倍。摩根士丹利等华尔街投行的看涨评 级进一步推高市场热情，纯AI概念股正从传统互联网巨头手中抢夺资金。 这种市场分化背后是投资逻辑的差异。盛宝市场首席投资策略师Charu Chanana表示，中国市场仍专注于AI能带来什么帮助，而非它会从现有企业手中夺走 什么。美国投资者焦虑于丰厚利润池面临竞争威胁，而中国关注的仍是市场渗透。 新上市AI股领涨 MINIMAX-WP(00100)和智谱(02513)AI受到投资者青睐，部分原因在于全球范围内构建大模型的上市公司稀缺。两家公司均于1月在香港上市，智谱AI股价 此后一度飙升524%，MiniMax大涨488%。相比之下，被视为行业先驱的OpenAI和Anthropic仍未上市。 当美国市场陷入"AI恐慌交易"，投资者抛售软件公司和财富管理机构之际，中国投资者却在大举追捧人工智能概念股。这种截然不同的市场情绪反映出两地 投资者对AI技术的根本性分歧：美国担忧既有商业模式被颠覆，中国则聚焦于增长机遇和降本潜力。 新模型发布和融资数据推动了估值重估。Jeffer ...

华见早安之声 请各位听众升级为见闻最新版APP，以便成功收听以下音频。 市场概述 美Q4GDP逊色，12月核心PCE通胀高于预期，美股低开，美最高法院裁定特朗普关税违法，三大美股指盘中加速反弹，收创逾一周新高；"科技七巨 头"中，微软独跌，谷歌收涨近4%领涨，关税降低前景推动亚马逊涨超2%、领涨道指成分股；Anthropic工具又掀恐慌，网络安全股重挫，SailPoint跌超 9%；甲骨文逆市跌超5%。 美最高法推翻关税，财政担忧加剧，美债收益率刷新日高、长债价格领跌，在美联储纪要放鹰一周，短债价格领跌；美元指数迅速转跌并刷新日低，结束四 连涨，仍创四个月最大周涨幅；金银加速上涨、扭转全周跌势，盘中黄金涨超2%、期银一度涨9%。 2026年春节档电影总票房破50亿。 智谱就GLM Coding Plan问题致歉并公布补偿方案。 海外 美国最高法院周五裁定特朗普全球关税违法，超1750亿美元税收面临退款。特朗普周五动用替补工具加征10%全球关税，暗示违法征收的关税不 退了，周六宣布税率提高至15%；白宫称新关税2月24日生效、为期150天；美财长称今年关税收入将"基本保持不变"；数百家企业起诉要求退还 关税。 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 美国最高法院裁定特朗普政府大规模关税政策违法 美国12月核心PCE物价指数年率录得3% 特朗普倾向未来几天对伊实施初步打击 白宫官员确认：特朗普将于3月31日至4月2日访华 香港特区政府全力推动香港成为国际黄金交易中心 玻璃纤维短缺加剧，台湾制造商将掀起第二轮涨价潮 市场盘点 上周五，投资者消化了美国最高法院驳回特朗普关税的裁决，同时还分析了疲软的GDP报告和高于预期的PCE数据。美元指数收跌0.08%，最终收报97.76。 基准的10年期美债收益率收报4.0850%，对美联储政策利率敏感的2年期美债收益率收报3.4820%。 随着特朗普关税政策不确定性可能引发新一轮混乱，叠加越来越多迹象表明美国可能对伊动武，贵金属价格获得支撑。现货黄金重回5100美元大关，最终收 涨2.1%，报5104.34美元/盎司；现货白银最终收涨7.8%，报84.64美元/盎司，自1月底暴跌以来首次录得单周上涨。 市场正在观望特朗普是否会将他的动武威胁付诸实践，国际原油徘徊在六个月高位 ...

RT Zack Abrams (@zackabrams)In an Oscar Wilde story, a man gives his last penny to a beggar only to find he's a wealthy baron in disguise.Today, a bot called "Lobstar Wilde" sent all its money to to a beggar, a crypto trader from Guinea, who sold it for $40k.But he could've sold for over $400,000...⬇️An OpenAI employee created an automatic crypto trading bot dubbed Lobstar Wilde, giving it $50,000 in SOL and tasking it to make a million bucks.A few days later, a beggar on X asked for 4 SOL to pay for his un ...

AI agent created by OpenAI dev 'accidentally' sends entire memecoin holdings to reply guy https://t.co/rrqGzddQDH ...

Core Insights - Robinhood Ventures Fund I is raising $1 billion by selling 40 million shares at $25 each, with 35 million shares from the fund and 5 million from Robinhood, indicating a significant move to provide retail investors access to high-profile companies like SpaceX and Stripe [5][25] - The closed-end fund market has been relatively dormant, with only 46 new funds launched since 2019, and the first IPO this year raised just $53 million, highlighting the challenges in this investment space [1][25] - The fund will not pay regular dividends and only considers distributions if excess cash exists, charging a 2% management fee, reduced to 1% for the first six months after IPO [3] Investment Opportunities - Investors can gain exposure to companies like SpaceX and Databricks through the fund, which already owns shares in these firms, allowing them to benefit from future IPOs or sales [4] - The fund's structure allows for trading based on sentiment and liquidity rather than just net asset value, which can lead to premiums or discounts in pricing [2][3] Market Dynamics - The sentiment, liquidity, and supply-demand dynamics will heavily influence the trading of the fund, making it essential for investors to understand these factors [2] - The fund's approach to investing in high-profile tech companies provides retail investors access to opportunities typically reserved for institutional investors [4]

AI Scales Up as the Biggest Players Battle for Supremacy  The AI industry is careening headlong towards a huge shakeout that’s going to separate the haves from the have-nots and concentrate power in the hands of just a few major players. Just as we saw in the public cloud infrastructure battle, when the dust settles, only a few, all-powerful companies will emerge unscathed, ready to dominate the AI industry for decades to come.  Acquisitions in AI are picking up pace. In the last few months, numerous multi ...

But I don't remember anybody forecasting that all of a sudden AI data centers will be buying up so much of the world's RAM that the rest of us would be scrging for leftovers. >> Can I actually ask about that. So I heard there's a data center RAM crunch and I thought oh it's because Nvidia is selling a lot of GPUs today centers.Don't the GPUs use a different RAM. Don't they use VRAM. They have their video RAM.It's on a slightly different standard, but fundamentally all the memory is coming from just a few co ...

2月20日，港股马年首个交易日，有"全球大模型第一股"之称的智谱收涨超42%，市值突破3232亿港元。2月以来，该公司股价累计涨幅超过220%，上市 以来的涨幅则达到523%。 另一家人工智能大模型企业MiniMax也延续了节前的强劲走势，当天收涨超14%，市值也超过3000亿港元。自上市以来，MiniMax已经累计上涨 487.88%。 目前，两者市值已超越携程和快手，逼近泡泡玛特（3279亿港元）与百度（3548亿港元）。 然而，狂热之下，两家公司仍处于亏损状态，市销率高达700倍，远超OpenAI的65倍。市场究竟在为何种未来下注？ 市值双双突破3000亿港元 2月20日，农历马年的第一个交易日，当恒生科技指数大跌近3%，众多传统科技股表现疲软时，两家AI大模型初创公司——智谱和MiniMax，成为了市场 中为数不多的亮点。 当天，智谱收报725港元/股，涨幅高达42.72%，市值突破3232亿港元，单日市值增长超过967亿港元。MiniMax同样表现不俗，收盘上涨14.52%，报970港 元/股，市值达3042亿港元，2月累涨超105%。 值得注意的是，这两家公司登陆港交所的时间并不长。智谱于2026 ...

The OpenClaw moment reminds me of DeFi summer:Early adopters experimenting with expensive tech and bad UX.Both have conviction that this changes everything. A community building open source stuff (smart contracts vs AI Skills now).But DeFi summer had a financial layer that let anyone capture value.Compound launched $COMP rewards. Uniswap let you LP and earn fees and a star dev Andre (vs P. Steinberger now) found ways to build on top.Every new protocol meant new tokens and new upside for retail.Many early ad ...