🔥 UPDATE: ChatGPT is the most used AI in most countries, except in China, where DeepSeek dominates, per Andreessen Horowitz. https://t.co/YscyeXuz20 ...

最近，中国 AI 实现了两个全球瞩目的逆袭。 第一个逆袭，是一个指标跃升至世界第一。 OpenClaw的爆火掀起全民"养龙虾"热潮，带动中 国AI模型调用量大增。 2月，在全球最大的AI模型聚合平台OpenRouter上，中国AI的调用量 首次登顶。排名前五的模型，四款来自中国公司，分别是Minimax、月之暗面、智谱和 DeepSeek。国产模型阶跃星辰Step 3.5 Flash开源后短短一日，便登顶OpenClaw调用量榜首。 因为便宜又好用，现在全球无数开发者写代码、跑模型，都离不开中国的算力。 第二个逆袭直接火遍全网，横空出世的视频模型Seedance 2.0，在海内外社交平台刷足存在 感，生成的画面已达到工业级水准，大批影视公司拿它开搞动画和短剧。 这两件事绝不是偶然，而是传递了一个共同的信号： 中国在以前所未有的速度向全球输出AI 能力。 如果把时间拉长到过去一年，DeepSeek爆火以来，中国 AI不是沉寂了，而是在多个领域站上 牌桌，甚至重新定义规则。 先看底层的技术创新。 2025年底以来，DeepSeek低调发布了多篇重磅论文，解决了困扰行业 的大模型训练稳定性等难题 。即将发布的Dee ...

最近各大厂裁员消息满天飞，看似就业行情见底、机会变少，其实是：程序员的 高价值赛道变了 ！ 2026年，真正 稀缺 、 高薪 、 抗风险 的岗位，只有一个—— 大模型应用开发工程师 ！ 百度、华为重组AI项目架构， 全力投入应用层 腾讯三季度疯 狂扩招3000人 ，狂揽AI人才 DeepSeek年 薪154w 招大模型应用开发…… 这一切只说明一件事：大模型竞争，已从技术储备进入"应用落地"阶段了！如果你还只停留在"调API、写 Prompt"，很快会被淘汰…… 企业不缺大模型， 缺的是能 "把AI真正用起来的人" ——能交付企业级AI产品、解决实际业务难题的开发者！ 你不需要从头造AI，只需： ✅ 掌握 大模型应用开发 的核心逻辑 ✅学习完整 技术体系 ： —— Fine-tuning ： 针对行业数据优化模型，让AI更懂业务 —— Agent ： 让AI自主调用工具、执行流程 —— RAG ： 为企业构建专属知识库 ✅积累一套 可面试、可落地 的 企业级项目 ！ 会这些技术，就能拉开与90%普通开发者的差距，实现职业层级的跨越，握住"高薪钥匙"！ 目前，大模型应用开发岗位中，78% 年薪在 60万-100 ...

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有侵权、改稿请联系编辑运营（微信：li_sir_2020）； —— 正文： 2026年，国内人形机器人市场迎来梦幻开局，一句话概括： 国内具身智能领域创企大额融资资讯" 轰炸 "行业圈 ，头部创企B轮融资门槛已达到10亿元 级别。 | | | 2020具身管能融员宣示 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 1-3月人形机器人领域核心融资事件 · 12家头部企业 | | | | | | 企业名称 | 融资时 间 | 轮次 | 融资金 额 | 核心投资方 | 业务方向 | 估值/备注 | | 银河通用 | 2026- | 战略轮 | | 国家人工智能产业基金、中国 | 通用人形机器 | 2026开年最大单笔 | | | 03-02 | | 25亿 | 石化、中信、中银、上汽、中 芯聚源等 | 人、具身智能 | 融资;累计近50亿 | | 千寻智能 | 2026- 02-24 | ...

Core Viewpoint - The article provides a comprehensive overview of significant developments in the AI industry, highlighting key investments, product launches, and technological advancements that shape the current market landscape [5]. Group 1: Major Company Developments - Elon Musk confirmed SpaceX's IPO target valuation exceeding $1.75 trillion, indicating a significant milestone for the commercial space industry [7]. - DeepSeek plans to launch its new multimodal model V4, optimized for Huawei and Cambrian chips, reinforcing its position in AI efficient computing [10]. - OpenAI released GPT-5.4 and GPT-5.4 Pro, enhancing its capabilities in various professional tasks and tools [11][12]. - OpenAI announced a new investment round at a valuation of $730 billion, raising $110 billion from major investors including SoftBank and NVIDIA [14]. - Ant Group and Tsinghua University released the AReaL v1.0 framework for reinforcement learning, allowing seamless integration for various agent frameworks [10]. Group 2: Investment and Financing Trends - The global AI financing events totaled 55, with a total financing scale of 784.09 billion RMB, marking a significant increase from the previous period [34]. - The highest domestic financing amount was 9.068 billion RMB, led by Galaxy General, which completed a 2.5 billion RMB B+ round [43]. - The overseas AI financing total reached 774.572 billion RMB, with OpenAI's 110 billion USD funding being the largest disclosed [44]. Group 3: Market Insights and Predictions - IDC predicts that the global intelligent robot hardware market will approach 30 billion USD by 2026, with China expected to lead the growth [33]. - OpenAI's annual revenue surpassed 25 billion USD, reflecting a 17% increase from the previous year [29]. - Cursor, an AI programming assistant, achieved an annual revenue of over 2 billion USD, with enterprise clients contributing 60% of its revenue [29].

Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [34]. Core Insights - The report highlights that China's AI model usage has surpassed that of the United States for the first time, indicating a significant shift in the global AI landscape. This trend is expected to drive high demand for AI computing power, presenting investment opportunities in the AI computing supply chain, including AI chips, servers, and liquid cooling technologies [2][28]. Summary by Sections 1. Industry Performance Review - The SW computer sector has seen a cumulative decline of 6.29% over the past two weeks, underperforming the CSI 300 index by 6.02 percentage points, ranking 29th among 31 sectors. For March, the sector has declined by 6.87%, again underperforming the CSI 300 by 5.53 percentage points. However, the sector has increased by 1.15% year-to-date, outperforming the CSI 300 by 0.77 percentage points [10][20]. 2. Valuation Situation - As of March 5, 2026, the SW computer sector's PE TTM (excluding negative values) stands at 55.60 times, which is at the 89.37th percentile for the past five years and the 80.25th percentile for the past ten years [20]. 3. Industry News - Key developments include: 1. China's AI model API usage reached 4.12 trillion tokens, surpassing the US for the first time, and further increased to 5.16 trillion tokens, marking a 127% growth over three weeks [22][28]. 2. OpenAI launched GPT-5.4, enhancing its capabilities in various applications [22]. 3. The US is considering extending AI chip export controls globally, affecting companies like NVIDIA and AMD [22]. 4. The Chinese government is promoting the commercialization of AI technologies and infrastructure development [22]. 4. Company Announcements - Notable announcements include: 1. Yonyou Network plans to use idle funds for wealth management, with a maximum balance of RMB 2.1 billion [25]. 2. Han Yi Co. reported a slight revenue increase and a significant profit growth of 68.27% [25]. 3. Kingsoft Office reported a revenue increase of 15.78% and a net profit increase of 12.03%, driven by AI-related products [25][27]. 5. Weekly Perspective - The rapid rise of domestic AI models is expected to maintain high demand for AI computing power, suggesting a favorable investment environment in the AI computing supply chain [28].

每 到 财 报 季 ， 市 场 总 是 会 不 自 觉 地 分 析 一 个 并 不 新 鲜 的 话 题 ： AI 是 盛 宴 还 是 泡 沫 ？ 哪 怕是英伟达也逃不过审视。 本 周 ， Mi n iMa x 率 先 发 布 了 2 0 2 5 年 全 年 业绩 。 虽 然 全 年 净 亏 损 有 1 7 个 亿 ， 但 市 场 依 旧为其魅力买账：财报发布次日（3月3日），Mi n iMa x盘中涨幅一度超2 0 %。 可以说，Mi n iMa x是当前最年轻的AI上市公司——2 0 2 2年成立至今不到五年，公司员 工平均年龄不到3 0岁。 以下文章来源于天天IPO ，作者冯雨晨 天天IPO . 投资界（PEdaily.cn）旗下，专注IPO动态 一年发5.8亿工资 。 作者/冯雨晨 2 0 2 5 年 ， Mi n iMa x 为 这 群 年 轻 员 工 们 付 出 的 薪 酬 开 支 为 8 4 3 0 万 美 元 （ 约 5 . 8 亿 元 人 民 币），超公司全年营收。结合其在职员工4 2 8人，意味着这家公司的人均年薪可达1 3 5 万元。 不由感叹，年轻人多的地方，果然更烧钱。 千亿新贵揭开面 ...

以下文章来源于互联网怪盗团 ，作者怪盗团团长裴培 互联网怪盗团 . 一生只为那颗星。 来源丨 互联网怪盗团（TMTphantom） 图源丨Mijourney 上个周末，包括英国《金融时报》在内的一些外媒报道称：DeepSeek V4将在本周一（3月2日）发布。还有报道宣称，V4将针对国产芯片进行优 化，是该系列大模型当中第一个完全基于国产算力生态的云云。这一消息很快被大量国内媒体转载，大家都期待着V4早日露出真容——可是什么都 没有发生。 大家盼望DeepSeek V4发布，已经有一个多月了。之前很多人预测它将于春节期间发布，不过也有消息称，春节还太早了一点。其实，春节期间， 豆包、千问、GLM……等竞争对手争先恐后地发布新版本，在一定程度上可以视为对DeepSeek的一种"预防性竞争行为"：只要V4发布，其光芒就 会过于强大，遮盖一切竞品；所以竞品必须赶紧也拿出高水平的新版本才行。 春节前不久，DeepSeek做了一次更新，扩大了上下文窗口，并一度被误传为"V4已经开始灰度测试"。那段时间，我的朋友圈到处有人在问："你 被V4灰度到了吗？怎么拿邀请码？"事实证明那次更新并不是V4，虽然被广泛称为"V4Lit ...

Core Viewpoint - Huang Renxun, the CEO of NVIDIA, is experiencing a significant challenge in the Chinese market despite the company's overall success in the AI chip sector, with sales of the H200 chip to China being zero, highlighting the impact of U.S. government restrictions on exports to China [5][7][24]. Group 1: NVIDIA's Market Performance - NVIDIA's revenue for the fiscal year 2026 surpassed $200 billion, marking a historical high [7]. - The company once held over 80% market share in China's AI accelerator card market from 2019 to 2022, but this has drastically declined due to U.S. export restrictions [21][23]. - Projections indicate that NVIDIA's market share in China could drop to single digits by 2026 [23]. Group 2: Huang Renxun's Commitment to China - Huang Renxun has a deep emotional connection to China, having actively engaged with the market for over 30 years, and has made significant efforts to establish NVIDIA's presence there [14][15][19]. - He has frequently visited China, showcasing a personal commitment to the market, including participating in cultural events and engaging with local developers [17][18]. Group 3: Impact of U.S. Government Policies - U.S. government restrictions on chip exports have led to a significant decline in NVIDIA's sales in China, with the H200 chip experiencing zero sales in its first two months [23][24]. - The U.S. strategy of restricting technology exports has inadvertently fostered a competitive environment in China, pushing local companies to focus on self-reliance and independent development [26][36]. - The recent shift of Chinese AI companies towards domestic hardware solutions signifies a strategic pivot away from reliance on foreign technology [34][35].

Infighting over safety and copying accusations are a really bad way for Silicon Valley to try to get ahead of the next DeepSeek release, writes @cathythorbecke (via @opinion) https://t.co/F6T1f5Uayl ...