Web1 让人类第一次具备 "阅读互联网" 的能力；Web2 让人类可以 "写作与发布"；Web3 则进一步把 "所 有权" 引入网络—— 资产、身份与权益开始可被确权与转移。AI 的演进路径正在复刻这一逻辑： ChatGPT 具备 "读取与理解" 的能力，但其行为边界仍由人类授权决定，在当前范式下，人类始终是链 路中的关键控制节点：人类发起、人类批准、人类付费。 Sigil 提出所谓的 Web4 跃迁，在于这一控制链条可能被打断：AI 代理不只读写信息，还能持有账户与 资产、获取收益、进行交易，并在无需逐次人工介入的情况下完成闭环运行。这些自动化系统既可以代 表自身行动，也可以代表其创建者行动—— 而创建者未必是明确的 "人类个体"，也可能是其他代理、 组织化系统，甚至在现实意义上已经 "消失" 的创建者。 Web4 的四项核心机制 （来源：吴说） 作者 | Aki 吴说区块链 2026 年 2 月 20 日，正值春节假期区间内，一场关于 "Web4" 的争论在 X 上被点燃。Sigil 声称他创造了 第一个"能够自我发展、自我改进和自我复制"的人工智能，这个人工智能被称为 Automaton，他表示 We ...

美国公布 2025 年 12 月核心 PCE 同比上涨 3.0%，环比上涨 0.4%；整体 PCE 同比上涨 2.9%。个人收入 与消费支出环比分别增长 0.3% 和 0.4%。 2.Vitalik 批评延长人类与 AI 反馈距离，警示潜在不可逆风险 （来源：吴说） 1.美国公布 2025 年 12 月核心 PCE 同比上涨 3.0%，环比上涨 0.4% 针对 Sigil 提出的 Web4.0，Vitalik Buterin 发推批评延长人类与 AI 反馈距离的观点，认为这导致 AI 生 成低质内容而非解决实际问题，强大后增加不可逆反人类风险，连开发者也会后悔；以太坊目标解放人 类，而非创造独立 AI 却让人类处境不变或恶化；当前模型由 OpenAI 和 Anthropic 运行，非真正自主， 反而延续中心化信任假设，与以太坊精神相悖；指数级增长不可阻挡，当务之急不是加速，而是选择方 向，避免不良吸引子。 3.OpenClaw：恶意技能入侵 ClawHub，AI 代理及加密钱包受威胁 2026 年 1 月底至 2 月中旬，ClawHub 被注入 1184 个恶意技能（占 36.8%），单一攻击者上传 677 ...

（来源：吴说） 吴说获悉，针对 Sigil 提出的 Web4.0，Vitalik Buterin 发推批评延长人类与 AI 反馈距离的观点，认为这 导致 AI 生成低质内容而非解决实际问题，强大后增加不可逆反人类风险，连开发者也会后悔；以太坊 目标解放人类，而非创造独立 AI 却让人类处境不变或恶化；当前模型由 OpenAI 和 Anthropic 运行，非 真正自主，反而延续中心化信任假设，与以太坊精神相悖；指数级增长不可阻挡，当务之急不是加速， 而是选择方向，避免不良吸引子。 ...

据悉，合作方CONSCIOUSNESS FOUNDATION LTD.在消费级产品设计、全球销售运营领域具备成熟 团队与资源，且已取得明确订单协议，可快速推动AI机器人产品实现市场落地。董事会认为，本次合 作及合资公司的设立，将推动集团在AI驱动机器人领域实现突破性布局，补全集团从AI技术研发到实 体产品落地的产业链闭环，助力Web4.0战略进一步落地。 大洋集团(01991)早盘大涨超14%，截至发稿，涨13.33%，报0.85港元。 消息面上，近日，大洋集团宣布与CONSCIOUSNESS FOUNDATION LTD.订立一份不可撤销之战略合 作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴(Silicon Buddy)"AI智能硬件项目深度合 作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售及持续迭代升级，标志集团AI战略正 式进入实体产品落地阶段。 ...

Core Viewpoint - The strategic partnership between Ocean Group Holdings Limited and Consciousness Foundation Ltd. aims to develop the "Silicon Buddy" AI companion robot under the X-Mart brand, marking a significant advancement in the company's Web 4.0 strategy by transitioning AI technology from virtual digital humans to physical smart hardware [1][4]. Group 1: Strategic Partnership - The collaboration is a key move in Ocean Group's transformation from traditional manufacturing to a Web 4.0 digital ecosystem builder, with clear division of roles and complementary strengths to accelerate the development and market launch of AI robotic products [2][4]. - Ocean Group will leverage its core competencies to provide comprehensive AI technology support and a mature smart hardware supply chain, including multi-modal interaction algorithms, emotional perception systems, and backend data platform development [2][3]. - Consciousness Foundation Ltd. will contribute its established consumer product design team and global sales channels, responsible for the creative design, terminal operations, and market promotion of the AI robot, ensuring rapid product scaling with existing order resources [2][3]. Group 2: Technological and Industrial Foundation - Ocean Group has a solid foundation with 30 years of experience in silicone core component manufacturing, creating an integrated production system and global supply chain capabilities essential for smart hardware mass production [3]. - The company initiated AI technology research and development in 2023, forming a specialized AI digital division that has established a core barrier in the AI digital human field, validating its self-developed data-asset-value (DAT) model in various sectors [3]. - The integration of digital human multi-modal interaction and emotional recognition technologies into physical robots completes the industrial loop for the company's AI technology deployment [3]. Group 3: Market Potential and Future Plans - The global digital economy is entering an AI-driven industrial upgrade cycle, with the AI smart hardware market experiencing explosive growth, making this partnership a crucial step for Ocean Group to break traditional business boundaries and implement its Web 4.0 strategy [4]. - The collaboration is expected to facilitate rapid product monetization and assist the company in accelerating its transformation into an AI smart hardware and digital ecosystem enterprise [4]. - Future plans include leveraging the joint venture to promote the global rollout of X-Mart robots and exploring the integration of AI robots with Real World Asset (RWA) tokenization, thereby broadening the value boundaries and enhancing the company's core competitiveness and long-term profitability [4].

3.双方共设合资运营公司，独家负责X-Mart品牌AI潮玩陪伴机器人的全生命周期管理，涵盖产品量产、 全球市场推广、用户反馈收集及产品迭代升级，确保AI机器人产品持续契合市场需求。 1.集团核心输出：提供全栈AI技术支持(含AI交互算法、智能场景适配系统、后台数据中台搭建)，及成 熟的智能硬件全供应链整合能力(依托集团三十年硅胶制造产业积淀，覆盖核心部件生产、品控及规模 化交付)。 2.CONSCIOUSNESSFOUNDATION LTD.核心负责：AI机器人外观创意设计(贴合潮玩市场消费需求)、 全球销售渠道铺设及终端用户运营，且已携一定规模订单资源开展合作。 格隆汇2月3日丨大洋集团(01991.HK)公告，于2026年2月3日，公司与CONSCIOUSNESSFOUNDATION LTD.("合作方")订立一份不可撤销战略合作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴 (SiliconBuddy)"AI智能硬件项目深度合作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售 及持续迭代升级，标志集团AI战略正式进入实体产品落地阶段。 本合作是集团践行"从传统制造向Web4.0数字生 ...

合作方CONSCIOUSNESS FOUNDATION LTD.在消费级产品设计、全球销售运营领域具备成熟团队与 资源，且已取得明确订单协议，可快速推动AI机器人产品实现市场落地;本集团不仅拥有硅胶制造领域 的深厚产业根基，更已组建专业AI研发团队，在AI交互算法、智能硬件系统开发等领域形成核心能 力，可为机器人产品提供技术底层支撑。 董事会认为，本次合作及合资公司的设立，将推动本集团在AI驱动机器人领域实现突破性布局，补全 本集团从AI技术研发到实体产品落地的产业链闭环，助力本集团Web4.0战略进一步落地，加速从传统 制造企业向AI智能硬件及数字生态企业的战略转型，最终提升本集团核心竞争力与长期盈利能力，为 股东创造持续且丰厚的回报。 大洋集团(01991)发布公告，于2026年2月3日，本公司与CONSCIOUSNESS FOUNDATION LTD.订立一 份不可撤销之战略合作协议，核心内容包括拟共同成立合资公司，并就"硅基伙伴(Silicon Buddy)"AI智 能硬件项目深度合作，聚焦X-Mart品牌AI潮玩陪伴机器人的研发、生产、全球销售及持续迭代升级， 标志本集团AI战略正式进入实体产品落地 ...

Core Viewpoint - The company is considering a potential rights issue to raise funds for AI digital human research and development, establishing a real-world asset (RWA) portfolio, and acquiring strategic digital assets like Ethereum to support its transition to Web4.0 and RWA ecosystem layout [1][2] Group 1: Potential Rights Issue - The potential rights issue aims to provide financial support for the company's strategic direction in AI and digital transformation announced in August [1] - It is expected to strengthen the company's financial foundation and enable it to seize long-term opportunities in the trillion-dollar industries of education, gaming, and health [1] Group 2: Strategic Transformation - The company is undergoing a transformation process that includes capital innovation, technological innovation, and business model innovation, aligning with its previously announced transformation blueprint [2] - The rights issue is seen as a crucial opportunity to capture the advantages of Web4.0 development and accelerate the layout in the RWA field, potentially expanding new revenue sources such as AI digital services and RWA ecosystem services [2] Group 3: Company Background - Established in 1991 and listed in 2007, the company has a strong foundation in the silicone input device sector, focusing on core components for consumer electronics and automotive products [2] - With the deepening global digital transformation, the company is strategically transitioning to Web4.0, targeting AI, RWA tokenization, and Hong Kong policy ecology as its core drivers [2] - The company aims to become a leading player in the AI and RWA sectors in the Asia-Pacific region, facilitating high-quality global economic development [2]

Group 1 - The core viewpoint of the article is that Ocean Group is considering a potential rights issue to raise funds for its AI and digital transformation strategy, aiming to capitalize on Web 4.0 opportunities [1][2] - The potential rights issue is expected to provide financial support for the company's strategic direction announced in August, which includes establishing a core digital asset pool and accelerating AI digital human technology development [1][2] - The company aims to leverage new funds and resources from the potential rights issue to strengthen its financial foundation and seize long-term opportunities in the trillion-dollar industries of education, gaming, and health [1][2] Group 2 - Ocean Group's chairperson, Ms. Shi Qi, emphasized the critical positive significance of the potential rights issue for the company's transition into the digital economy era, aligning with its previously announced transformation blueprint [2] - The company is undergoing a transformation process involving capital innovation, technological innovation, and business model innovation, which is expected to help capture opportunities in Web 4.0 and expand into new revenue sources [2] - Ocean Group, established in 1991 and listed in 2007, has a strong foundation in the silicone input device sector and is now pivoting towards becoming a leader in AI and RWA tokenization in the Asia-Pacific region [2]

Core Viewpoint - The company has successfully improved its profitability by adjusting its business structure and optimizing costs in response to the complex global economic environment, achieving significant growth in revenue and profit [1][2] Financial Performance - For the six months ending June 30, 2025, the company reported revenue of HKD 291 million and a gross profit of approximately HKD 61.8 million, representing a substantial year-on-year increase of 66.6% [1] - The gross margin improved to 21.3%, and the company achieved a net profit of HKD 2.411 million, successfully reversing the loss from the same period last year [1] Business Segments - The silicone business, as the company's traditional core segment, generated revenue of approximately HKD 102 million, with applications across consumer electronics, automotive, medical, and household products [1] - The digital marketing segment reported revenue of about HKD 186 million, significantly enhancing its profitability and becoming a key driver of overall performance improvement [1] Strategic Initiatives - The company is actively pursuing a strategic transformation centered around Web 4.0, exploring innovative applications such as artificial intelligence digital humans and real-world asset (RWA) tokenization, which are expected to inject new momentum for sustainable growth and open up further growth opportunities [2]