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Anthropic推出AI驱动工具ClaudeCodeSecurity,软件ETF(159852)一键布局AI软件发展机遇
Xin Lang Cai Jing· 2026-02-27 03:27
消息方面,阿里巴巴旗下个人AI助手"千问"今年将面向全球市场推出多款不同形态的AI硬件产品。千问 将在西班牙巴塞罗那举行的2026年世界移动通信大会(MWC)上发布首款同名AI眼镜,并于3月2日开 启线上线下全渠道预约。据阿里内部人士透露,除AI眼镜之外,千问还会在年内陆续发布AI指环、AI 耳机等产品,并面向全球市场发售。 软件ETF(159852)跟踪中证软件服务指数,是掘金计算机软件行业的便利工具。 此外,2月,Anthropic正式推出AI驱动的安全工具ClaudeCodeSecurity,可像资深安全工程师一样理清代 码组件交互与数据流动,识别业务逻辑缺陷、访问控制失效等复杂漏洞,并通过多阶段验证过滤误报。 华鑫证券指出,该工具标志着AI已从辅助开发工具升级为嵌入核心研发流程的生产力基础设施,其对 代码语义、业务上下文与安全策略的联合建模能力,正推动软件开发范式向"AI原生"演进,具备行业 Know-how与私有化部署能力的软件服务商有望率先受益。 2026年2月27日早盘,截至10:46,中证软件服务指数强势上涨1.87%,成分股云天励飞上涨13.77%,拓 维信息上涨10.00%,润和软件上涨6 ...
云赛智联2026年2月27日涨停分析:AI垂类布局+研发投入+营收增长
Xin Lang Cai Jing· 2026-02-27 03:25
Core Viewpoint - YunSai ZhiLian (sh600602) experienced a trading halt with a price of 22.97 yuan, marking a 10.01% increase and a total market capitalization of 31.415 billion yuan, driven by factors such as AI sector positioning, R&D investment, and revenue growth [1][2]. Group 1 - The company is actively positioning itself in the AI vertical sector, with successful implementations in government and business models, and has led the establishment of two international standards, aligning with industry development trends [2]. - The annual R&D expenditure exceeds 170 million yuan, with continuous increases in investment enhancing the company's technological innovation capabilities, laying a foundation for long-term development [2]. - The company's revenue shows a stable growth trend, with a year-on-year increase of 28.92% in Q3 2025, indicating an expanding business scale [2]. Group 2 - The new board member possesses a background in information technology and finance, receiving over 99% shareholder approval, which strengthens market confidence in the company [2]. - The company has maintained a stable dividend policy for ten consecutive years, with a dividend payout ratio of 30.41% expected in 2024 [2]. - The current market environment highlights artificial intelligence and smart city sectors as hotspots, with significant capital inflow into related concept sectors on February 27, leading to increased attention on YunSai ZhiLian [2]. Group 3 - Technical indicators such as the MACD forming a golden cross or a breakout in the BOLL channel may attract technical investors, contributing to the stock's trading halt [2].
美军方要求无限制使用其AI大模型,被AI公司拒绝
Xin Lang Cai Jing· 2026-02-27 03:23
Core Viewpoint - Anthropic's CEO Dario Amodei has publicly rejected the U.S. military's demands for unrestricted use of its AI model Claude, emphasizing the company's commitment to ethical standards and the belief that military decisions should be made by the Department of Defense rather than private companies [1][2]. Group 1: Military Pressure and Company Response - The Pentagon has exerted extreme pressure on Anthropic, threatening to label the company as a supply chain risk if it does not comply with military demands by a specified deadline [2][3]. - Amodei stated that certain applications, such as large-scale domestic surveillance and fully autonomous weapons, are beyond the current safety scope of their technology and should not be included in contracts with the Department of Defense [2][3]. Group 2: Ethical Considerations and Future Engagement - The Department of Defense indicated that it only contracts with AI companies that agree to use AI for "any lawful purpose" without safety measures, threatening to exclude Anthropic from their system if they maintain their safeguards [3]. - Despite the threats, Amodei expressed a desire for the Department of Defense to reconsider their stance, highlighting the significant value Anthropic's technology could bring to the military while maintaining their ethical safeguards [3].
英伟达2026财年Q4营收681亿美元,数据中心业务占比超91%
Xin Lang Cai Jing· 2026-02-27 02:58
来源:搜狐财经 2月21日,英伟达公布了2026财年第四季度财报,再次以碾压式的数字震撼市场。总营收高达681.3亿美 元,同比增长73%;GAAP净利润达到429.6亿美元,同比猛增94%——相当于平均每天净赚超过4.7亿美 元。营收、利润、现金流三项核心指标均创历史单季新高。 这份财报的核心逻辑只有一个词:AI。所有增长几乎全部由数据中心业务驱动,其单季收入达到623.1 亿美元,占总营收比例历史性地突破了91.5%。这个数字意味着,英伟达已经从一家"游戏显卡公司"彻 底变为全球AI基础设施的核心供应商。 数据中心业务内部,有一个更值得关注的结构性变化:网络业务(Networking)的收入同比暴增 263%,达到110亿美元。这背后是NVLink互联技术的爆发,英伟达通过"计算芯片+高速网络"的系统级 方案,正在把自己的护城河越挖越深。CEO黄仁勋将其描述为"AI工厂"的基础设施:不只是卖一块芯 片,而是卖一套完整的"算力工厂"解决方案。 在一片叫好声中,市场的目光更聚焦于AI的下一战场——推理(Inference)。这里的推理是指AI模型训 练完成后,真正被用户调用、生成回答的过程,所消耗的算力就是推 ...
千问抢占AI硬件入口 将在巴展发布AI眼镜
Huan Qiu Wang· 2026-02-27 02:57
Core Viewpoint - Alibaba's AI assistant "Qianwen" is entering the AI hardware market, launching multiple products globally in 2026, starting with AI glasses at the Mobile World Congress in Barcelona [1] Group 1: Product Launch - Qianwen will unveil its first AI glasses at the 2026 Mobile World Congress in Barcelona, with online and offline reservations starting on March 2 [1] - In addition to AI glasses, Qianwen plans to release AI rings and AI headphones later this year, targeting the global market [1] Group 2: Product Features - Qianwen aims to integrate software and hardware across various device forms, allowing it to capture more information from the physical world and understand user intent in complex scenarios [1] - The Qianwen app's capabilities, such as food delivery and ride-hailing, will seamlessly connect to the AI glasses and other terminal devices [1]
Quantum Leap Acquisition Corp(QLEPU) - Prospectus(update)
2026-02-27 02:55
As filed with the U.S. Securities and Exchange Commission on February 26, 2026. Registration No. 333-293359 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 Quantum Leap Acquisition Corp (Exact name of registrant as specified in its charter) Cayman Islands 6770 N/A (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Id ...
BofA Turns Pessimistic on Afya Limited (AFYA)
Insider Monkey· 2026-02-27 02:54
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Street Confidence Builds Around Universal Technical Institute, Inc. (UTI)
Insider Monkey· 2026-02-27 02:54
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Street Confidence Builds Around Coursera, Inc. (COUR)
Insider Monkey· 2026-02-27 02:54
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Laureate Education, Inc. (LAUR)’s Fundamentals Stay Solid, Says UBS
Insider Monkey· 2026-02-27 02:54
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...