文章转载自「新智元」。 今天凌晨的 Anthropic 开发者大会上，Claude 4 登场。 CEO Dario Amodei亲自上阵，携Claude Opus 4和 Claude Sonnet 4亮相，再次将编码、高级推理和AI智能体，推向全新的标 准。 其中，Claude Opus 4是全球顶尖的编码模型，擅长复杂、长时间运行的任务，在AI智能体工作流方面性能极为出色。 而Claude Sonnet 4，则是对Sonnet 3.7 的重大升级，编码和推理能力都更出色，还能更精准地响应指令。 同时，Claude把这段时间积攒的一系列产品，通通一口气发布了—— Claude Opus 4和Sonnet 4混合模型的两种模式 ：几乎即时的响应和用于更深度推理的扩展思考。 扩展思考与工具使用（测试版） ：两款模型均可在扩展思考过程中使用工具（例如网络搜索），使Claude能在推理与工具使 用间灵活切换，从而优化响应质量。 新的模型能力 ：两款模型均可并行使用工具，更精确地遵循指令，并且（当开发者授予其访问本地文件的权限时）展现出显 著增强的记忆能力，能提取、保存关键信息，以保持连续性，并随时间积累隐性知识。 C ...

生成式AI 一、 OpenAI放大招！ Responses API 支持MCP，一夜改变智能体开发 1. OpenAI的Responses API新增MCP服务支持，开发者只需简单配置即可连接外部服务， 无需手动函数调用，大幅降低开发复杂度； 2. 新版API优化了安全控制机制，通过allowed_tools参数和权限管理确保智能体安全调用工 具，防止滥用； 3. API更新增加图像生成、Code Interpreter和文件搜索等功能，并引入后台模式、推理摘要 和加密推理项新特性。 https://mp.weixin.qq.com/s/_FWuzFSrd2MdeSR9mtCv_Q 二、 微软开源Web Agent项目：Magentic-UI！让AI成为网页执行助手 1. 微软发布开源Web Agent项目Magentic-UI，支持自动浏览网页、读写文件和代码，用户 可全程监控和控制AI操作； https://mp.weixin.qq.com/s/bxRbckiKauJBuA3J9dKZkA 三、 性能碾压GPT-4.1-mini！Mistral开源Devstral，还能在笔记本上跑 1. Mistral与 ...

以下是访谈重点： 微软CTO Kevin Scott日前接受媒体采访，就AI代理，编程的未来等一系列问题阐述了自己的观点。 在Scott看来，模型的推理能力已经超前于目前实际应用这些模型的方式。整个行业现在需要共同努 力，去弥合模型实际能做的事情和交付给用户的产品之间的差距。 为了让代理（agents）真正变得有用，目前AI需要更好的代理记忆系统（以处理更复杂问题），同时需 要一个生态系统，它应当像互联网那样（以获取信息）。 "AI代理编程"并不是过去四十年来软件开发第一次经历巨大变革。重点不是怎么做，而是要达成的目 标。当工具发生变化时，要保持开放的心态。 除了"推理能力"之外，还有很多其他方面的问题需要解决，才能让代理（agents）真正变得 有用。这意味着我们需要更好的代理记忆系统，同时需要一个生态系统，它应当像互联网那 样。 如果你真正去想象代理能够做什么、普通用户希望它们变得多有用——你就会发现，我们需 要像当年互联网兴起时那样的一系列变革再次发生。这一幕的雏形，比如MCP协议，它就 是一个非常好的例子。 "AI代理编程"并不是过去四十年来软件开发第一次经历巨大变革。不管是软件还是其他东 西，重点不 ...

2025.05. 22 【今日推荐】 多家股份行下调存款利率 在招商银行、光大银行于5月20日率先下调存款挂牌利率后，又有中信银行、广发银行等多家股份行 集体宣布5月21日下调存款挂牌利率。总体来看，已经下调的股份行，整存整取挂牌利率最高降幅为 25个基点。从定存产品利率来看，有银行个别期限降幅达到40BP。 巴基斯坦与印度互相驱逐对方一名外交官 以总理称将全面控制加沙 对伊朗保留单方面行动权利 当地时间21日晚，以色列总理内塔尼亚胡举行自2024年12月以来的首次新闻发布会。内塔尼亚胡表 示，以色列已为实现短暂停火做好准备，但重申停火必须是"临时性"的。在未来的加沙安排上，以色 列将继续全面控制整个加沙地带。内塔尼亚胡还强调，以色列正在与美国保持全面协调，密切关注伊 朗核活动的走向。如果外交努力能够阻止伊朗的核计划，以色列将对此表示欢迎；但同时也将保留单 方面采取防卫行动的权利。 【观国内】 外交部：中国完全有能力、有条件、有底气应对各种风险挑战 5月21日，外交部发言人毛宁主持例行记者会。毛宁表示，国务院新闻办公室19日举行了新闻发布 会，介绍了4月份国民经济运行的情况。我注意到国际媒体纷纷用"超预期"" ...

Group 1 - The U.S. stock market experienced a significant decline, with the Dow Jones dropping by 816.80 points, a decrease of 1.91%, closing at 41,860.44 points. The Nasdaq fell by 1.41% to 18,872.64 points, and the S&P 500 dropped by 1.61% to 5,844.61 points, marking the largest drop in nearly a month [4] - Several Chinese banks, including China Merchants Bank and Everbright Bank, have lowered their deposit rates, with the highest reduction being 25 basis points. Some banks have seen individual term deposit rates decrease by up to 40 basis points [5] - The Chinese government has introduced measures to support small and micro enterprises in financing, including facilitating their listing on the New Third Board and guiding social capital towards innovative small and medium enterprises [8] Group 2 - The Chinese Ministry of Foreign Affairs expressed strong opposition to unilateral sanctions imposed by European countries on Chinese companies, emphasizing that such actions lack international legal basis and should cease [7] - The Chinese economy has shown resilience, with international media describing its performance as "better than expected" despite facing high tariff barriers. This indicates China's capability to handle various risks and challenges [6] - In the real estate market, the average price of second-hand residential properties in 100 cities decreased by 0.69% month-on-month and 7.23% year-on-year, with first-tier cities showing a more stable market [11]

金十数据5月21日讯，腾讯在腾讯云AI产业应用峰会上透露，公司已经有85%的程序员使用腾讯云代码 助手CodeBuddy，该助手使整体编码时间缩短40%。这一代码助手今年4月进行过升级，新推出了软件 开发智能体Craft，使AI编程工具的用途从代码补全向自主开发迈出了一步。 85%腾讯程序员使用代码助手CodeBuddy 腾讯重新思考工作流程 ...

2025年以来，Agent（智能体）成为海内外大厂高频提及的关键词，Agent行业中，AI编程智能体成为重点投入的方向。OpenAI、 微软、谷歌I/O大会都有相关发布。 一位投资人对记者表示，大模型能力的整体提升和AI编程的市场需求明确存在，因此拉动编程领域率先找到PMF（Product- Market Fit，产品与市场契合度）。 除了大厂，Cursor、Windsurf、Poolside 、Magic、Lovable、Bolt.new等创业公司AI编程项目近期也被二级市场密集提及。市场需 求、技术竞争、行业趋势和商业价值等多方面因素，共同推动AI编程率先在大模型时代冲出来。 海内外AI编程新品扎堆 "这一切，才刚刚开始。"微软CEO纳德拉在大会上披露，GitHub已拥有超过1.5亿开发者，GitHub Copilot用户数也突破了1500 万，Visual Studio（微软开发的一款集成开发环境IDE）系列产品用户也超过1500万。 此次，纳德拉宣布GitHub Copilot迈入"智能体时代"，不再是一个代码补全工具，而是一个可以独立执行开发任务的"智能编程伙 伴"。开发者可以将完整任务分配给Cop ...

Group 1 - Xiaomi's chairman Lei Jun announced that the Xiaomi self-developed 3nm flagship chip, Xiaomi Xuanjie O1, has begun mass production. Two flagship products, the high-end Xiaomi 15s Pro smartphone and the ultra-high-end OLED tablet Xiaomi Pad 7 Ultra, will be launched simultaneously [2] Group 2 - Meitu announced a strategic investment of $250 million from Alibaba through a convertible bond agreement. The investment has a term of 3 years with an interest rate of 1%, and Alibaba can convert the bond into Meitu shares at a price of HKD 6.00 per share. The two companies will collaborate in e-commerce, AI technology, and cloud computing [3] Group 3 - Meituan is set to launch an AI programming tool named "NoCode," which is currently in the gray testing phase. This tool aims to facilitate coding for non-technical users through conversational interactions, allowing them to complete various coding tasks and deployments [4] Group 4 - Dingdong Maicai has undergone significant internal restructuring, creating ten independent business units to enhance product development and operations. The company aims to foster a better understanding of products among developers and has also tested a revamped app featuring new functionalities like "AI Diet Assistant" and AI model search [5] Group 5 - Microsoft announced the open-sourcing of the Windows Subsystem for Linux (WSL), which allows users to run a Linux environment on Windows without the need for a separate virtual machine. This feature enables developers to seamlessly use both Windows and Linux for project development [6]

Core Insights - NewLimit, a startup focused on epigenetic reprogramming, raised $130 million in Series B funding led by Kleiner Perkins, with participation from existing investors like Founders Fund and Khosla Ventures, to address global health challenges posed by an aging population [1][15][16] - The company aims to leverage AI-driven epigenetic reprogramming technology to tackle the pressing issue of "healthy aging," as the global population aged 60 and above is projected to increase from 1 billion in 2020 to 2.1 billion by 2050 [1][15] Company Overview - Founded in 2021 by Brian Armstrong, co-founder of Coinbase, and Blake Byers, a former partner at Google Ventures, NewLimit embodies a "tech + bio" hybrid model, integrating venture capital and scientific expertise [2][3] - The company currently employs 34 scientists, engineers, and staff, with over 90% in technical roles, reflecting its commitment to innovation at the intersection of biotechnology and artificial intelligence [2] Scientific Foundation - NewLimit's approach is based on significant scientific discoveries, including the work of Shinya Yamanaka, who demonstrated that activating four key transcription factors can partially restore the youthful state of aging human skin cells [5][6] - The company aims to identify small molecules that can precisely modulate cellular epigenetic states, effectively "resetting" cells to a more youthful functional phenotype [5][6] Technological Advancements - NewLimit's "discovery engine" integrates high-throughput experimental platforms with AI predictive models, significantly enhancing the efficiency of drug target identification by hundreds of times [6] - The company has made substantial progress in transitioning from basic research to preclinical applications, with a focus on liver function restoration and immune rejuvenation [7][9] Clinical Applications - NewLimit's pipeline includes promising applications such as: - Liver function restoration targeting liver cells, with lead compound M003 showing an 85% recovery rate in alcoholic liver disease models [8][9] - Immune rejuvenation through specific transcription factor combinations that restore the functionality of aging CD8+ T cells [8][9] - The company has achieved key breakthroughs, including the establishment of a lipid nanoparticle delivery system for mRNA, facilitating the development of both small and large molecule therapies [9][11] Market Context - The global anti-aging market is projected to reach $348.3 billion by 2032, with a compound annual growth rate of nearly 5%, driven by the increasing population aged 60 and above [15][17] - NewLimit's funding trajectory reflects strong investor confidence in its technological approach and the broader trend of major tech companies entering the longevity economy [15][17] Implications for the Industry - NewLimit's development path offers insights for the Chinese anti-aging industry, emphasizing the importance of platform-based approaches, cross-disciplinary teams, and targeted applications in quantifiable functional restoration [19][20] - With ongoing advancements in AI, big data, and biomanufacturing, China is positioned to carve out a sustainable path in anti-aging technology development, contributing to high-quality growth in the biopharmaceutical sector [19][20]

2025 年 05 月 20 日 "星算"计划开启太空算力时代新篇章， OpenAI 发布云端 AI 编程智能体 —计算机行业周报 推荐(维持) 投资要点 分析师：宝幼琛 S1050521110002 baoyc@cfsc.com.cn 行业相对表现 表现 1M 3M 12M 计算机(申万) 4.3 -13.1 27.7 沪深 300 2.8 -1.3 5.0 市场表现 -40 -20 0 20 40 60 (%) 计算机 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《计算机行业周报：字节Seed首 次开源代码模型，鸿蒙电脑搭载鸿 蒙 AI》2025-05-14 2、《计算机行业周报：DeepSeek- Prover-V2 创数学推理新高，阿里通 义千问推出Qwen3模型》2025-05-07 3、《计算机行业周报：豆包 1.5 模 型发布，微信 AI 助手"元宝"上 线》2025-04-23 ▌算力： 算力租赁价格平稳，"星算"计划开启太 空算力时代新篇章 5 月 14 日，12 颗太空计算卫星，搭乘长征二号丁运载火箭， 在酒泉卫星发射中心顺利升空。这 12 颗计算卫星，每一颗都 具备太空计 ...