传媒 2026 年 01 月 14 日 AI Agent 的 C 端新标杆：Claude Skills 投资要点： 行 业 研 究 一、Anthropic 再发 Agent 新开放标准：Claude Skills 行 业 动 态 跟 踪 2025 年 10 月 16 日，Anthropic 官网宣布推出 Claude Skills 功能， 是一种通过文件夹结构赋予 AI Agent 专业能力的创新方式。2025 年 12 月 18 日，Anthropic 将 Agent Skills 规范发布至 agentskills.io，使其 成为跨平台可移植的开放标准。微软已在 VS Code 和 GitHub 中采纳该 标准，Cursor、Goose、Amp 等主流编程 Agent 也已支持。Anthropic 在 GitHub 上的 Skills 仓库星标数已接近 4 万，社区创建和分享的 skills 数以万计。 二、Skills 搭建个性化复杂工作流，让 Agent 真正可得。 产品层面，Claude Skills 已展现出覆盖办公、设计、开发、企业 协作等场景的强大能力。 文档处理方面，Skills 可自动生 ...

行 业 研 究 传媒 2026 年 01 月 14 日 AI Agent 的 C 端新标杆：Claude Skills 投资要点： 一、Anthropic 再发 Agent 新开放标准：Claude Skills 行 业 动 态 跟 踪 2025 年 10 月 16 日，Anthropic 官网宣布推出 Claude Skills 功能， 是一种通过文件夹结构赋予 AI Agent 专业能力的创新方式。2025 年 12 月 18 日，Anthropic 将 Agent Skills 规范发布至 agentskills.io，使其 成为跨平台可移植的开放标准。微软已在 VS Code 和 GitHub 中采纳该 标准，Cursor、Goose、Amp 等主流编程 Agent 也已支持。Anthropic 在 GitHub 上的 Skills 仓库星标数已接近 4 万，社区创建和分享的 skills 数以万计。 二、Skills 搭建个性化复杂工作流，让 Agent 真正可得。 产品层面，Claude Skills 已展现出覆盖办公、设计、开发、企业 协作等场景的强大能力。 文档处理方面，Skills 可自动生 ...

Core Insights - Huawei has regained the top position in the Chinese smartphone market with a market share of 16.4% in 2025, marking its return to the number one spot for the first time since 2020 [2][4] - The overall smartphone market in China is facing challenges, with a projected shipment volume of approximately 285 million units in 2025, reflecting a year-on-year decline of 0.6% [2][4] - Huawei's resurgence is attributed to a combination of technological advantages, product line restructuring, and a strong focus on high-end market segments [2][3] Market Dynamics - The competitive landscape is intense, with Huawei's market share closely contested by Apple, Vivo, Xiaomi, and OPPO, all of which have market shares ranging from 15.2% to 16.2% [4][5] - Huawei's growth strategy includes a diverse product structure, with high-end models like the Mate and Pura series recovering market share from Apple, while mid-range models like the Nova series appeal to a broader consumer base [3][4] - Despite regaining the top position, Huawei's performance in the latter half of 2025 showed signs of weakness, ranking third and fourth in the third and fourth quarters, respectively [4] Competitive Pressures - Apple and Xiaomi have also shown strong performance in the high-end market, with their new models experiencing significant sales growth of 22% and 21% year-on-year, respectively [5] - Honor, once a competitor to Huawei, has struggled to maintain its market position following Huawei's return to the 5G market, leading to a decline in its market presence [5][6] - Other brands like Vivo, Xiaomi, and OPPO are feeling increased pressure, prompting strategic moves such as OPPO's integration of the Realme brand to enhance competitiveness [6] Future Outlook - While Huawei has reclaimed its market leadership, it still faces significant challenges, including a substantial gap from its historical peak market share of 46% and ongoing pressures from rising component costs [7] - The smartphone market is expected to experience further declines in shipment volumes in 2026, indicating a challenging environment ahead for all manufacturers [7]

【市场表现】 市场冲高回落，沪指午后快速翻绿。沪深两市成交额3.94万亿元，较上一个交易日放量2904亿元。截至收盘，沪指跌0.31%，深成指涨 0.56%，创业板指涨0.82%。软件ETF收涨4.38%，计算机ETF收涨4.36%。 资料来源：Wind 【上涨因素分析】 1、春节前或有众多大模型推出。近期市场预期部分大厂将于春节前发布旗舰版大模型，包括字节、DeepSeek等可能发布新版的大模 型，进一步缩小与海外的性能差距。去年因DeepSeek V3/R1的发布导致的行情历历在目，今年春节前部分投资者也怀有较高期待。 2、近期GEO概念火爆，但这只是AI应用的冰山一角。GEO（生成式引擎优化）是一种针对生成式AI平台（如DeepSeek、豆包等）的 优化策略，核心目标是让企业的品牌、产品或服务，能在AI生成式回答中被优先提及、精准推荐。 GEO（生成式引擎优化）作为一项新兴的AI广告投放技术，通过优化广告内容在AI信息库中的检索优先级，有望推动广告投放模式从 单次流量付费向注重长期价值的AI信息运营转型。据秒针测算，2025年全球GEO市场预计达112亿美元，2030年有望达到千亿美元级 别。GEO有望 ...

七牛智能近期公布的 MaaS 相关用户量突破 18万，正是这一趋势的先行指标。作为支撑这192 万用户的 技术底座，七牛智能通过 MaaS平台为无数垂直领域 AI 应用提供了稳定、低成本的算力与模型分发能 力。从模型训练竞赛转向 AI Agent 的任务执行阶段，七牛智能正在成为开发者构建AI Agent的首选基 座。 智通财经APP获悉，2026年1月14日，七牛智能(02567)公布平台注册用户总量达到192万，仅在过去的 2025 年第四季度，便新增了逾20万名开发者及企业用户。最近两个交易日，港股 AI 概念股集体走强， 七牛智能(02567)表现尤为亮眼，连续两日录得显著涨幅并伴随成交量快速放量。 目前全球科技圈正屏息以待 DeepSeek V4 模型的发布。不同于以往的参数军备竞赛，市场预期 DeepSeek V4 将在推理成本(Cost per Token)上实现阶梯式下降。当模型变得更便宜、更聪明，AI Agent 的调用频次将呈指数级增长。 ...

Group 1 - The core viewpoint of the article highlights that Qiniu Intelligent (02567) has reached a total of 1.92 million registered users, with over 200,000 new developers and enterprise users added in the fourth quarter of 2025 [1] - The recent performance of Qiniu Intelligent has been particularly strong, with significant stock price increases and rapid trading volume growth over the past two trading days [1] - The global tech community is eagerly anticipating the release of the DeepSeek V4 model, which is expected to reduce the cost per token, leading to exponential growth in the usage of AI Agents [1] Group 2 - Qiniu Intelligent has reported that its MaaS-related user count has surpassed 180,000, indicating a positive trend in the market [1] - The company provides a stable and low-cost computing power and model distribution capability through its MaaS platform, supporting numerous vertical AI applications [1] - As the industry shifts from model training competition to the execution phase of AI Agents, Qiniu Intelligent is positioning itself as the preferred foundation for developers building AI Agents [1]

Core Viewpoint - The article discusses the entrepreneurial journey of Wang Ming, a former executive at DingTalk, who has founded K2 Lab to create an AI Agent aimed at helping creators monetize their content directly. The focus is on leveraging AI technology to address the needs of "super individuals" in the content creation and commercialization space, particularly in overseas markets [4][5][7]. Group 1: Entrepreneurial Background - Wang Ming, previously the youngest vice president at DingTalk, believes that the ultimate value of technology lies in its ability to serve people, especially in the context of AI [7]. - He emphasizes the importance of validating customer value in AI entrepreneurship, suggesting that initial limited revenue can lead to long-term success through continuous product optimization [4][7]. - Wang's experience at DingTalk, where he led AI innovation and achieved significant commercial results, provides him with the insights necessary for his new venture [7][9]. Group 2: Market Opportunity - The article highlights a structural opportunity in the AI market, noting that while overseas AI products have achieved substantial revenue, many domestic teams are still in the demo phase without sustainable revenue models [9]. - Wang identifies the overseas creator market, particularly in developed countries like the U.S. and Europe, as a key focus due to their mature willingness to pay and the untapped potential in content e-commerce [13]. - The K2 Lab aims to provide a comprehensive solution for creators, addressing pain points in content creation and monetization through an AI-driven platform [9][13]. Group 3: K2 Lab's Strategy and Product Differentiation - K2 Lab's core product, Mora, is designed to deliver end-to-end solutions for content creators, moving beyond traditional tool-based approaches to focus on delivering tangible commercial results [13][14]. - The company differentiates itself through four key dimensions: model differentiation, interaction differentiation, technology differentiation, and payment differentiation, including a unique compensation model for creators [14]. - Initial product validation has shown promising results, with the ability to generate TikTok-style promotional videos in 30 seconds, indicating a strong potential for commercial viability [14]. Group 4: Future Plans and Growth Strategy - K2 Lab has outlined a three-dimensional plan for growth, focusing on product iteration, financing, and technology upgrades, with a goal of accumulating $30 million to $100 million in capital reserves by 2026 [18]. - The company plans to enhance its product offerings and expand its market presence in the U.S. by leveraging existing AI models and optimizing user experience [18]. - Wang emphasizes the need to listen to real user demands and serve them effectively, positioning K2 Lab as a key player in the evolving AI landscape [18].

编辑｜冷猫、+0 最近， Anthropic 发布了全新的智能体工具 Cowork ，号称能让普通用户像开发者使用 Claude Code 一样，轻松搞定非技术性任务。 更令人咋舌的是， Cowork 的诞生仅仅用了一周半。 根据官方介绍，Cowork 的能力包括但不限于：自动整理下载文件夹、从截图生成电子表格、基于散乱笔记起草报告，甚至支持连接 Google Calendar 等 现有工具，直接生成文档或演示文稿。 据 Claude Code 创建者 Boris Cherny 所说， Cowork 的全部代码都是由 Claude Code 写的。 这简直就是 Claude Code 最好的广告，当其他 AI 公司还在靠收购构建生态的是时候，Anthropic 已经开始让 AI 自己生 AI 了。 Cowork 是 Claude Code 的简化版本，专为普通用户设计。目前作为研究预览版，仅向 macOS 桌面端的 Claude Max 订阅者开放。用户只需授权访问 特定文件夹，便能通过自然语言指令，让 AI 自主读取、编辑或创建文件。它不仅能制定计划、并行执行任务，还会实时更新进度，并邀请用户参与指导。 有 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in the investment landscape, particularly focusing on the investment value of significant events and the analysis of industry chain companies [1] - In the AI pharmaceutical sector, a company has developed proprietary technology in AI drug development and is advancing the application of its innovative anti-cancer drugs, which have received clinical approval [1] - In the AI Agent and trusted computing sector, a company has accelerated the deployment of its AI model management platform in financial and military applications, enhancing the efficiency of research and development through deep integration with the Galaxy Kirin OS [1]

天眼查信息显示，杭州攀峰智能科技有限公司的股东为：王铭、赵先烈、汤明磊。 来源：市场资讯 1月13日，天眼查融资历程显示，杭州攀峰智能科技有限公司近日获得"种子轮"融资，涉及融资金额数 千万人民币，投资机构为前钉钉最年轻副总裁，All in AI Agent创业了。 资料显示，杭州攀峰智能科技有限公司法定代表人为王铭，成立于2025年，位于杭州市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本100万人民币，并已于2026年完成了种子轮，交易金 额数千万人民币。 通过天眼查大数据分析，杭州攀峰智能科技有限公司共对外投资了1家企业。 ...