新华财经东京2月24日电（记者刘春燕李诗萌）日本东京股市两大股指24日反弹。日经225种股票平均价 格指数收盘上涨0.87%，东京证券交易所股票价格指数上涨0.20%。 至收盘时，日经指数上涨495.39点，收于57321.09点；东证指数上涨7.50点，收于3815.98点。 从板块来看，东京证券交易所33个行业板块多数上涨，有色金属、玻璃及土石制品、精密机器等板块涨 幅靠前；信息及通信业、银行业、证券及商品期货交易业等10个板块下跌。 （文章来源：新华财经） 由于特朗普关税政策不透明等因素拖累隔夜纽约股市三大股指全线大跌，东京股市两大股指24日受美股 影响小幅低开。早盘期间大盘震荡上扬，午盘时段两大股指窄幅盘整。 有消息称英伟达或很快敲定对OpenAI的300亿美元股权投资，投资者视其为半导体设备制造商的利好， 爱德万测试收盘上涨4%多。与此同时，纽约市场关于人工智能将代替部分软件功能的担心蔓延至东京 股市，NEC及野村综研收盘大跌。此外，当天被中国商务部列入出口管制管控名单的日本实体相关股三 菱重工、川崎重工和IHI等也普遍大跌。 ...

中国香港软件板块表现疲软，金蝶国际作为科技股指数领头羊，早盘股价一度重挫近10%；AI技术企业商 汤科技一度跌超6%，金山软件跌约4%，均显著拖累市场情绪。 受新一轮AI技术焦虑情绪蔓延影响，亚洲软件股周二普遍承压下行，延续了美国市场前夜的跌势。市场分 析人士指出，投资者对人工智能技术变革可能冲击白领薪资结构的担忧再度升温，成为此轮跌势的核心驱 动力。 日本IT服务巨头NEC及甲骨文日本分公司（东京上市）午盘前均下挫6%，科技投资巨头软银集团跌5%。澳 大利亚软件股亦难逃跌势，会计软件商Xero跌3%，企业软件服务商Technology One跌4%，云物流平台 WiseTech Global跌3%。 这并非首次AI担忧扰动市场。2月初，企业AI资本支出计划引发的焦虑已导致亚洲科技股普跌。华侨银行集 团策略师强调，当前AI焦虑叠加地缘政治与关税风险，正触发典型避险潮，推低全球债券收益率并推高金 价。他们预计，随着新AI工具持续发布，特定科技子行业仍将持续震荡。 韩国科斯达克市场表现温和，Hancom股价微跌0.6%。该公司以韩语优化的Hancom Office办公套件闻名，功 能对标微软Office，但专为本 ...

编辑｜泽南、杨文 「2026 年或将成为人类历史上最忙碌、也最具决定性的一年。」xAI 联创 Jimmy Ba 在离职宣言中如是说。 这话并非夸张。1 月初，Anthropic 推出 Agent 工具 Claude Cowork，并发布 11 个配套插件；一周前，Anthropic 与 OpenAI 又几乎同时推出新版本基础大模型 Claude Opus 4.6 与 GPT-5.3-Codex 。 这波密集发布直接「血洗华尔街」，甲骨文、Adobe、Salesforce、汤森路透、NEC 等知名公司股票遭抛售， 近万亿刀市值蒸发 。 国内的 AI 战场火药味更浓。 腾讯元宝直接撒钱，阿里千问请喝奶茶，而字节豆包早已官宣深度参与 2026 年春晚互动，期间将送出最高 8888 元的现金红包，外加超 10 万份科技礼包，涵盖 宇树机器人、大疆无人机等 17 类前沿科技产品及智能家电。 这场春节 AI 大战，打的是真金白银。但第一个堪称现象级的，是字节最新上线的视频创作模型 —— Seedance 2.0 。没发红包，甚至还在内测中，就火遍了全 网。 Seedance 2.0 只是第一波「预热」， 字节的 AI 发 ...

机器之心编辑部 AI 在代替人类之前，先要替代一大波软件？ 昨夜，整个华尔街陷入了恐慌，Anthropic 发布的新一代人工智能工具「Claude Cowork」及其配套的 11 款职能插件正式上线，被市场视为 AI 从「辅助 工具（Copilot）」向「独立员工（Agent）」跨越的分水岭，直接动摇了 SaaS 软件的商业根基。 从甲骨文、Adobe、Salesforce 到汤森路透、NEC，一系列人们耳熟能详的知名公司股票遭到抛售。 作为智能体时代的 AI 工具，Claude Cowork 远远超越了大模型聊天机器人的范畴。Cowork 可以直接在你的电脑上帮你干活，它拥有足够高的权限，可 以接管你的鼠标、键盘和文件系统，按照你的模糊指令，自主规划并完成一连串复杂的工作。 另一方面，与最近很火的开源项目 ClawdBot 不同在于，为了防止 AI 误删文件或通过联网完成人们预料之外的操作，Claude Cowork 运行在隔离的虚拟 机（VM）环境中。 这是一个更加严肃，一上来就被设计为用来干活的智能体。Anthropic 为 Claude Cowork 准备了一系列「职业技能包」，其表示，这些工具可以生 ...

Core Insights - TSMC plans to invest $17 billion in advanced 3nm chip production in Kumamoto, Japan, with the Japanese government considering additional support for this investment [2] - Rapidus, a Japanese chip manufacturer, is expected to exceed its private investment target of 160 billion yen ($1.02 billion) by 2025, with significant backing from IBM and other major Japanese companies [3][4] - The Japanese government is prioritizing domestic production of advanced chips for economic security, with Rapidus aiming for mass production of 2nm chips by FY2027 [5] Group 1: TSMC's Investment in Japan - TSMC's investment in Japan is set at $17 billion for 3nm chip production, with discussions ongoing regarding changes to its original plan of $12.2 billion for 6-12nm capacity [2] - The Japanese government is providing subsidies to TSMC and is considering further support for its expansion plans [2] Group 2: Rapidus' Growth and Investment - Rapidus is projected to raise over 160 billion yen ($1.02 billion) in private investments by FY2025, with major shareholders including SoftBank and Sony, each investing 21 billion yen [3][4] - The number of shareholders in Rapidus is expected to increase from 8 to over 30, indicating growing interest in the company [4] - Rapidus aims to achieve mass production of 2nm chips by FY2027, supported by both public and private funding [5] Group 3: Technological Developments and Challenges - IBM is providing technical support to Rapidus and is expected to become its first foreign investor, aiming to reduce reliance on TSMC [4] - Rapidus has confirmed the operation of its 2nm transistor prototype and is working on efficient AI chip connections [4] - Despite progress, Rapidus faces challenges in scaling production, increasing output, and expanding its customer base [5]

AI开发商Anthropic最新发布的AI法律插件，引发了华尔街的"末日抛售"，隔夜美股追踪软件、金融数据和交易所股票的两只标普类股指数市值合计蒸发 约3000亿美元。 对此，英伟达CEO黄仁勋紧急回应了此事。 黄仁勋驳斥了人工智能将取代软件工具的担忧 2月4日，黄仁勋驳斥了"人工智能将取代软件及相关工具"的担忧，称这种想法"毫无逻辑"。 这轮抛售部分源于AI开发商Anthropic上周发布的更新版聊天机器人，引发市场对AI将冲击数据行业与专业服务行业、带来颠覆性影响的恐慌。周三，抛 售进一步扩大，波及印度、日本和A股的软件股。 黄仁勋在思科系统于旧金山举办的一场人工智能大会上表示，担心AI会让软件公司变得不重要是误判。AI将继续依赖现有软件，而不是从零开始重建基 础工具。 黄仁勋说："有人认为软件行业的工具正在衰退，会被AI取代……这是世界上最不合逻辑的事情，时间会证明一切。" 他还补充道："如果你是人类或机器人——你会使用工具，还是重新发明工具？答案显然是使用工具……这就是为什么AI最近的突破都在'工具使用'上， 因为这些工具被设计得很明确。" 人工智能新工具引发交易员"末日抛售" 昨日美股，AI公司An ...

Core Viewpoint - Nvidia CEO Jensen Huang dismissed concerns that AI will replace software tools, stating that such fears are illogical and that AI will continue to rely on existing software rather than reinventing foundational tools [2][4]. Group 1: Market Reaction - The release of a new AI automation tool by Anthropic led to a significant market sell-off, with software, financial services, and asset management sectors collectively losing approximately $300 billion in market value [1][2]. - A basket of U.S. software stocks fell by 6%, marking the largest single-day decline since April of the previous year, while the financial services index plummeted nearly 7% [3][12]. - The Indian IT exporter index dropped nearly 6%, following the global trend in software stock declines [12][14]. Group 2: Analyst Insights - Analysts indicated that the current environment for software companies is one of presumption of guilt, where positive earnings are insufficient to reassure the market unless companies can convincingly demonstrate that AI will be a sustainable growth driver rather than a long-term drag [4][15]. - Concerns were raised about the "seat-based" pricing model, where software vendors charge per user, as AI tools may reduce the number of logins or users needed, potentially undermining this revenue model [4][15]. - The introduction of new AI tools, such as Anthropic's latest legal tool, could exacerbate investor concerns regarding the software sector [4][15]. Group 3: Stock Performance - Thomson Reuters saw a stock price decline of 15.67%, closing at $91.95, with a significant drop in trading volume [5][6]. - LegalZoom's stock fell by 19.68%, closing at $7.33, reflecting broader market fears [8][9]. - Other companies providing legal tools or research databases, such as Thomson Reuters and LegalZoom, experienced stock declines exceeding 12% [4][15].

整理 | 美股研究社 "增长的斜率和速度可能会比人们想象的要慢，但是真实存在的，"Effron在佛罗里达州西棕榈 滩举行的《华尔街日报》Invest Live大会上表示。 英伟达CEO黄仁勋认为，当前在多国给电网带来压力的人工智能（AI）算力大规模布局，最终 将推动能源成本下降。黄仁勋称，为增加电力供应所做的相关投资，加之人工智能在能源生产 与配电环节的应用，将逐步助力降低能源成本。"这一趋势必然会到来，能源成本终将下降。" 黄仁勋说，"市场驱动力正迫使我们加大对能源供应的投入，能源供应能力提升，同时我们也 在推动电网的现代化升级。" 【辉瑞后疫情时代转型：AI驱动降本增效，每月一次减肥药数据点燃未来预期】 1、财务业绩： 2025年营收626亿美元（同比降2%），主要受新冠产品需求大幅萎缩影响。 但非新冠业务营收增长6%，显示出核心业务的韧性。 在这个快速 变 化的 时代， 人工 智能技术正以前所未有的速度发展，带来了广泛的机会 。 《AI日 报 》致力于挖掘和分析最新的AI概念股公司和市场趋势，为您提供深度的行 业 洞察和 价 值 分析。 A I 快 报 【黄仁勋：AI产业布局终将降低能源成本】 2、重磅 ...

Group 1 - The core concern in the market is the impact of advancements in artificial intelligence on the survival of software companies, leading to a significant sell-off in global software stocks [1][3] - European data analytics, professional services, and software sectors experienced further declines, with companies like RELX and Wolters Kluwer hitting new lows, down nearly 3% [1] - The London Stock Exchange Group's stock fell by 6%, continuing a nearly 13% drop from the previous day, indicating a broader trend of declining investor confidence in the software sector [1] Group 2 - The sell-off was triggered by Anthropic's launch of a legal AI model, which raised alarms for companies in the legal analysis service sector [3] - The advertising industry, particularly in Europe, is also under pressure, with companies like Publicis and WPP seeing stock declines of nearly 5% and 3.3% respectively [3] - Concerns about a potential tech bubble and financial stability risks are growing, as highlighted by analysts who note that investor worries extend beyond standard three-year growth forecasts [1][2] Group 3 - The software sector is facing multiple risks, including competition from native AI companies and a trend of clients opting for in-house solutions [2] - The uncertainty surrounding the capabilities of AI agents has led investors to avoid the software market entirely, leaving no safe havens within the sector [4]

Group 1 - A significant selloff in global software stocks has continued, driven by concerns over the impact of artificial intelligence on these companies' business models [1][2] - European data analytics, professional services, and software stocks have experienced declines, particularly affecting companies like RELX and Wolters Kluwer, which fell nearly 3% [2][3] - The London Stock Exchange Group's shares dropped by 6%, following a nearly 13% decline the previous day, while Indian IT exporters and Japanese software firms also saw sharp declines [3] Group 2 - The selloff is occurring amid fears of a potential tech bubble, with analysts expressing concerns about long-term growth assumptions that extend beyond typical forecast horizons [4] - Investor sentiment remains low, with software companies facing multiple risks, including competition from AI-native firms and clients developing in-house solutions [5] - The launch of Anthropic's legal AI model has been identified as a trigger for the recent selloff, impacting advertising companies and leading to declines in major firms like SAP [6] Group 3 - Despite strong gains in chipmakers and AI hyperscalers, warnings from regulators about the risks of a tech bubble have emerged as AI enthusiasm spreads [7] - The current phase of innovation is expected to lead to significant disruption for software and IT services companies [8]