来源：环球市场播报 一位用户询问Grok，奥特曼的这条帖子是什么意思？ Grok回答："萨姆·奥特曼所指的是埃隆·马斯克针对OpenAI提起的诉讼案即将于2026 年4月进行的庭审。 其中，'让埃隆宣誓作证'指的是马斯克的证词，'四月的圣诞节'则表达了奥特曼对此的兴奋之情，仿佛 这对他来说是一份提前到来的圣诞礼物。" OpenAI首席战略官Jason Kwon在X上发帖称："最新法庭文件显示，埃隆·马斯克一直在竭力掩盖真相。 在他针对我们和苹果公司提起的另一起无理诉讼中，埃隆和xAI公司应调查请求提供的唯一非公开文件 是他们的数据保留政策和员工政策。 OpenAI首席执行官萨姆·奥特曼回应称："令人担忧！" 奥特曼随后在另一条帖子中写道："真的很期待几个月后能让埃隆宣誓作证，那将是四月的圣诞节！" 这是为什么呢？ 因为他一直以来都在系统性地使用阅后即焚信息来掩盖自己的行踪。 这不禁让人怀疑他究竟在隐瞒什么。" 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 ...

Core Insights - Pinterest is undergoing a significant restructuring, laying off less than 15% of its workforce to focus resources on artificial intelligence projects [2][6] - The CEO, Bill Ready, emphasized the importance of constructive debate but took a firm stance against obstructionist behavior, leading to the dismissal of employees who created an internal tool to track layoffs [3][4][8] - The company is facing challenges from increasing competition in the digital advertising space, particularly from consumer chatbots, which could impact user engagement and ad revenue [7][8] Company Actions - Pinterest announced layoffs expected to be completed by the end of September, as part of a strategy to redirect efforts towards AI initiatives [2][6] - The company has been investing heavily in AI to enhance user experience and compete with major players like Meta and Google [6] - Employees were warned that those not aligned with the company's mission should consider seeking employment elsewhere [4][8] Market Context - The tech industry is experiencing widespread downsizing, with other companies like Amazon and Meta also implementing significant layoffs to improve efficiency and focus on AI [9] - Pinterest's stock has declined by 20% this year, following an 11% drop in 2025, indicating investor concerns about its competitive position [7]

Got to talk about software looking a little sick, but this is nothing new. We've been tracking the dichotomy between semiconductors and software for a while. Neither one had a particularly good day, but uh software came out way worse.And let's just take a look. This is our heat map of software today. Only Cisco in the green.This is not comprehensive, but you sort by performance. You can see, look, a lot of these names down 9 10%. So, this is kind of a big deal here.And then if we take a look at the year-to ...

2月3日，商业航天板块再度获得市场青睐，资金净流入136亿元，居市场首位。机构认为，在AI算力需 求持续外溢、地面算力基础设施约束日益凸显的背景下，商业航天逐渐成为全球科技巨头竞逐"算力布 局"的战略高地。 近期，围绕"算力上太空"的多重重磅消息密集落地，成为商业航天板块走强的直接催化。马斯克推动 SpaceX与xAI合并，SpaceX申请部署百万颗算力卫星，以及OpenAI、Meta、微软等科技巨头同步上调 AI资本开支预期，共同强化了太空算力商业化加速落地的市场预期，商业航天需求空间再度扩容。 机构提示，可围绕"太空算力产业链"进行分层投资布局： 一是算力卫星与核心通信环节。重点关注星间激光通信、高可靠电子与信息处理系统相关标的，如铖昌 科技、航天科技等，直接受益于算力卫星对高速组网与数据处理能力的需求提升。 二是卫星制造与关键材料方向。算力卫星数量放量将显著拉动高性能材料与核心部件需求，菲利华、天 银机电等在航天材料或卫星配套领域具备技术积累的企业有望受益。 从上涨逻辑来看，AI资本开支外溢，是商业航天行情的重要催化因素。当前地面数据中心正面临能源 成本高企、用电指标受限与散热效率下降等现实瓶颈，而太空 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 市场风险偏好有所下降！ 北京时间2月4日凌晨，美股三大指数集体下跌，纳指跌幅超过1%。科技股全线下挫，美光科技跌超4%，英 伟达、微软跌近3%。 投机属性更强的加密货币市场也再度跳水。比特币盘中一度暴跌7%并跌破7.3万美元。截至发稿，比特币、 以太坊跌近4%，Solana跌超5%。coinglass数据显示，刚刚过去的24小时内，加密货币全网合约爆仓超7亿 美元，爆仓人数高达16.98万人。 美股大型科技股集体调整 周二，美股三大指数集体跳水，纳指盘中跌幅一度超过2%，标普500指数一度跌超1.6%，道指跌幅也一度超 过1%。截至收盘，纳指跌1.43%，标普500指数跌0.83%，道指跌0.34%。 美国大型科技股多数下跌，万得美国科技七巨头指数跌幅达1.62%。个股方面，英伟达、微软跌近3%，脸书 跌超2%，亚马逊跌近2%，谷歌跌超1%，苹果跌0.2%，特斯拉微涨0.04%。其他个股方面，美光科技跌超 4%，甲骨文、高通跌超3%。此外，软件股延续跌势，ServiceNow跌7%，Salesforce跌6.85%。 ...

编辑｜杜伟、泽南 天工 Skywork 桌面版旗帜鲜明地将 Windows 平台作为首发阵地，为全球用户提供开箱即用的「Cowork 平替」。 终于，Windows 原生「Cowork」问世了！ 过去两周，AI 圈被火遍硅谷的 ClawdBot（现已改名为 OpenClaw）持续刷屏。 人们一边震撼于这个智能体助理带来的自动化效率提升，另一边也在吐槽其对 Windows 系统的适配。比如，根据一些用户的反馈，如果严格按照官网提供的命令 行在 Windows 上安装 ClawdBot，将导致 Skills 功能彻底失效。 这并不是 ClawdBot 一个智能体助手的选择性倾向，上个月发布的 Claude Cowork 以及 OpenAI 昨天亮相的智能体式 Codex 应用同样优先适配 macOS 系统。这种生 态上的失衡在今天迎来了转机。 国产大模型玩家昆仑天工正式发布了全新的 Agent 产品 —— 天工 Skywork 桌面版，旗帜鲜明地将 Windows 平台作为首发阵地 ，为全球用户带来了开箱即用的 「Cowork 平替」。 Skywork 原生支持 Windows 系统，无需繁琐的迁移或适配，即可对 ...

据报道，知情人士透露，英伟达公司正接近达成一项协议，将向OpenAI投资200亿美元作为其最新一轮 融资的一部分。这将是英伟达对OpenAI进行的最大单笔投资。知情人士表示，交易尚未最终敲定，条 款仍可能发生变化。 相关报道 黄仁勋全球连轴转，最新演讲称AI将重塑全球工厂 英伟达CEO黄仁勋最近的行程非常满。当地时间1月21日，黄仁勋在瑞士举办的达沃斯论坛上大谈过去 一年AI模型的三大进展。随后，他开启访华行程，先后出现在上海、北京、深圳、中国台湾。当地时 间2月3日，黄仁勋又出现在工业软件公司达索系统于美国休斯顿举办的活动上，这次演讲的主题是工业 AI。 "过去，我们花了1/3的时间在设计和数字化上，也许花了2/3的时间在构建物理形态上。未来很有可能我 们将花100%的时间在数字化上。即使完成了设计、模拟、验证，还必须做软件集成。"黄仁勋称，无论 是设计、描绘、模拟还是操作，未来都将由软件定义，从一双网球鞋到其他所有东西都是如此，汽车是 软件定义的，机器人所在的工厂也是软件定义的。 当天英伟达宣布了与达索系统的合作，双方将利用虚拟孪生技术合作构建工业AI平台，达索的虚拟孪 生技术将与英伟达AI基础设施、开源 ...

Nvidia Corp. is nearing a deal to invest $20 billion in OpenAI as part of its latest funding round, according to people familiar with the matter, marking the chipmaker's single biggest investment in the ChatGPT developer. Nvidia's contribution is close to being completed, according to the people, who spoke on condition of anonymity because the information is not public. The deal is not final and the terms could change. OpenAI declined to comment. Nvidia declined to comment. OpenAI is looking to raise up to ...

Investment Rating - The report indicates a positive investment outlook for the technology sector, particularly in AI and cloud computing, with significant capital expenditures from major players like Meta, Microsoft, and Alibaba [6][31]. Core Insights - Major tech companies are increasing capital expenditures to enhance AI capabilities, with Meta's projected spending reaching between $115 billion and $135 billion for the year [5][31]. - AI demand remains strong, with companies like OpenAI and Anthropic accelerating their growth and preparing for IPOs, indicating a robust market for AI applications [4][11]. - The report highlights a shift in pricing strategies among cloud service providers, with Google Cloud and Amazon AWS raising prices for data transmission and machine learning services, marking a departure from the long-standing trend of price reductions [20][21]. Industry Frontiers - OpenAI has raised over $100 billion in funding, with a valuation of $830 billion, and is preparing for an IPO in Q4 2026 [4][11]. - Anthropic has revised its revenue projections, expecting a threefold increase in sales this year, potentially reaching $18 billion, and over $55 billion next year [11][12]. - ByteDance is set to release a new AI model in mid-February, aiming to capture a larger share of the AI market in China [12][27]. Capital Trends - Google Cloud announced a price increase for global data transmission services effective May 2026, with Amazon AWS also raising prices for its machine learning services by approximately 15% [5][20]. - Meta has secured a $6 billion long-term supply agreement with Corning for fiber optic cables, emphasizing the importance of infrastructure in AI development [21]. - Alibaba is considering increasing its investment in AI infrastructure and cloud computing from 380 billion to 480 billion yuan over the next three years [25][26]. Weekly Perspectives - The report notes that AI investments are yielding positive results for companies like Meta, with improved user engagement and advertising performance [31][32]. - The demand for AI infrastructure is expected to surge, driven by the increasing need for advanced computing capabilities [32]. - The report anticipates a significant growth in the number of ASIC chips required for AI applications, projecting a boom in demand from 2026 to 2027 [32]. Industry Chain Data Updates - In December, China's smartphone market saw a significant decline in sales, with Huawei maintaining the largest market share [34]. - The PC market experienced a mixed performance, with desktop sales increasing while laptop sales declined [35].

马斯克整合商业帝国 北京时间2月4日，据《金融时报》报道，SpaceX和xA高管向投资者介绍了合并交易的细节。他们透露，埃隆马斯克(Elon Musk)将掌舵合并后的公司，并且 确认SpaceX将于今年6月进行首次公开招股(IPO)。 马斯克在周一完成其职业生涯中最为大胆的交易之一，将SpaceX与xAI合并，组建了史上估值最高的私营企业。这项估值达1.25万亿美元的合并案，将马斯 克旗下占据主导地位的火箭制造商与其尚处亏损阶段的AI创业公司xAI及社交媒体平台X整合为一体。 支持者称赞这次合并是马斯克天才智慧的又一力证。他将可重复使用的火箭、星链卫星网络，与X的数据以及xAI的模型相结合，形成协同效应。 合并细节 自SpaceX在去年夏季向xAI投资20亿美元以来，市场已流传两家公司将合并的传闻。不过，多位人士告诉《金融时报》，当上周正式谈判的消息开始传出 时，大多数股东仍被蒙在鼓里，且交易达成速度之快令他们措手不及。 投资者通过SpaceX首席财务官布雷特约翰森(Bret Johnsen)和xAI日常运营负责人贾里德伯查尔(Jared Birchall)主持的仓促电话会议获悉情况。由于会议多次延 迟且音质 ...