Manus通过在第三国设立总部以剥离"中国身份"的做法，在业内被称为"Singapore washing"（新加坡洗 澡）。他们这种做似乎得到国内一些人的赞赏，认为Manus的故事，藏着其创业者的智慧。其母公司最 早起步于国内，后战略转移至新加坡，在旧金山、东京设立分部，背后不乏真格基金、红杉中国、腾讯 等中国资本的加持，彰显着中国资本与创业者的全球化默契。 肖弘曾在一档播客中直言不讳地计算过这笔账："海外用户为软件付费的意愿可能是中国用户的五倍， 而且可以按美元计价。汇率是七，那就是5乘7等于35——至少是一个35倍大的市场。"经济账可以这样 算，但无论在政治认知还是合规层面，一个根植于中国团队诞生的AI产品很难独善其身。 邱 林 几天前，中国AI初创公司Manus以20亿美元（约合140亿元人民币）的价格出售给美国网络巨头扎克伯 格的Meta公司，犹如一颗惊雷炸响全球AI圈。不过，由于此次交易需要政府相关部门审查，其结果有 可能发生变故。 1月8日，商务部新闻发言人何亚东，在回应有关审查Meta收购Manus一事的提问时说，中国政府一贯支 持企业依法依规开展互利共赢的跨国经营与国际技术合作。同时，企业从事 ...

李嘉诚从巴拿马港口撤退，延续了其从欧美战略收缩的轨迹。这位以"抄底"闻名的商人，如今面对的是国家安全审查的普遍门槛，关键 基础设施投资已成高危领域。 巴拿马运河作为黄金水道，其交易背后是拉美地区同样筑起的监管高墙。 Meta收购Manus遇阻，揭示了科技投资的新现实：数据主权成为"铁幕"。 监管机构的担忧清单包括生物特征数据的军事用途风险、虚拟现实隐私红线，以及底层技术标准的话语权争夺。这标志着科技产业正进 入"分叉发展"阶段，跨国企业必须调整扩张策略。 全球化退潮下，资本流动的规则正在颠覆，安全与主权成为新的投资红线。 资本流动的规则正在改写：安全优先于效益，主权重于流通，区域化替代全球化。东方商业巨子与西方科技巨头撞上了同一堵墙——"新 时代的资本管制"。投资变量激增，全球资本流动的复杂度远超以往。 未来十年，资本将戴着镣铐跳舞，无条件欢迎外资的时代已然终结。 搜狐号@俺家住楼房 ...

一则看似寻常的商务审查消息，却可能成为全球科技竞争史中的一个关键注脚。1月8日，中国商务部新闻发言人在例行发布会上，就美国科技巨头Meta拟 收购人工智能平台Manus一事作出了正式回应。发言人明确表示，中国政府支持依法依规的跨国合作，同时强调， 任何涉及对外投资、技术出口、数据出境 的跨境并购，都必须符合中国法律法规，商务部将依法进行评估调查。 Meta（原Facebook）此次收购的目标Manus，并非无名之辈。作为一家人工智能平台，它很可能在算法、数据处理或特定垂直应用领域拥有独特价值。对 Meta而言，这无疑是补齐其人工智能生态"拼图"的一步关键落子，旨在增强其在全球AI军备竞赛中的竞争力。 然而，问题在于，这笔交易一旦涉及源自中国或与中国市场密切相关的技术、数据或人才要素，就不可避免地触碰到中国的法律红线。中国《网络安全 法》、《数据安全法》以及《个人信息保护法》共同构成了严密的数据治理框架，对重要数据出境、关键技术出口有着严格的评估与许可程序。Manus的技 术是否融合了中国市场的洞察？其研发是否间接涉及受中国法律保护的数据资源？其算法的出口是否会影响到中国的技术安全？这些 问号，正是商务部启 动 ...

转自：北京日报客户端 欧盟委员会上月根据《数字服务法案》作出首份"不合规决定"，对美国亿万富翁马斯克名下社交媒体平 台X罚款1.2亿欧元。美国随后宣布对包括欧盟委员会前委员蒂埃里·布雷东在内的5名欧洲人士实施旅行 限制。布雷东此前曾担任欧盟委员会负责内部市场的委员，并主导了《数字服务法案》的起草。 登录新浪财经APP 搜索【信披】查看更多考评等级 △欧盟委 员会前委员蒂埃里·布雷东 分析认为，美方制裁的真正指向并不止是几名欧洲官员，美国事实上是在以制裁手段挑战欧盟的数字治 理权威，并试图对其制度执行形成长期压力。欧美之间的数字监管之争已经不只停留在政策分歧层面， 不排除在2026年继续演变为围绕规则主导权与治理边界的直接纠纷，成为跨大西洋矛盾的新焦点。 欧美数字之争升级为更深层次的政治博弈 欧盟《数字服务法案》自2022年通过以来，就一直是欧美科技政策冲突的焦点。该法规要求大型互联网 平台采取措施，防止传播非法内容、扩散仇恨言论以及干预选举。这意味着像苹果、谷歌、"元"以及X （原Twitter）等美国科技巨头，必须遵循欧盟在内容审核、用户透明和责任追踪等方面的规定，否则将 面临巨额罚款。2025年12月欧盟 ...

Meta 收购 Manus 无疑是本月最重磅的行业新闻。不到一年时间，产品上线、拿到美元投资、团队主体搬到新加坡、一亿美元 ARR，然后就是被 Meta 收 购，Manus 发展速度惊人。 这其中，搬到新加坡是比较关键的一步。不管是从数据合规、法律合规上来说，还是为了更好融入国际市场。 Manus 的创业路径，也给国内很多其他 AI 出海公司一个可参考的对标。对国内的 AI 创业公司来说，如果能利用本土的产品化能力，加上供应链的优势， 去降维打击全球市场，是 AI 时代的一个绝佳策略。 这其中，数据、监管、存储、主体架构等，是产品增长之外，绝对要前置、重点解决的问题。 因此，在最近的一场闭门 Workshop 中，我们邀请了北京星也律师事务所的两位资深律师，系统性地聊聊 AI 企业出海合规的话题。星也律所的团队在 AI 领域有着非常丰富的实践经验，服务过多家 AI 企业。 这次的分享内容非常干货，两位侓师解答了包括跨境数据传输、用户数据训练、业务模式、生成物侵权等方面的典型合规难题。 在进行一些脱敏处理后，Founder Park 整理了这次分享的精华内容。 ⬆️关注 Founder Park，最及时最干货的 ...

TikTok方案中最具争议的部分莫过于算法控制权。根据协议，新成立的TikTok美国数据安全合资公司将负责美国本土的数据保护与内容审核，但 核心算法仍牢牢掌握在字节跳动手中。这种"数据本地化+算法远程授权"的模式，开创了全球互联网治理的新范式。 美国政府曾多次要求TikTok交出算法源代码，表面理由是"国家安全"，深层原因则是 算法决定数据价值。现代互联网平台中，算法就像数据的加 工厂，同样的原材料（用户数据）经过不同算法的处理，产出价值天差地别。掌握了算法，就等于掌握了数据价值的分配权。 科技主权的三重边界 在这场博弈中，中美双方事实上划出了三条清晰的主权边界： 这种"三分天下"的格局，或许会成为未来跨国科技企业的标准配置。就像传统跨国公司需要适应不同国家的税法、劳工法一样，数字时代的跨国 企业必须学会在 数据主权碎片化的环境中生存。 当周受资的内部信曝光TikTok美国新方案时，一个关键细节引发全球关注—— 字节跳动继续掌握核心算法知识产权。这不禁让人思考：在这场历 时数年的拉锯战中，为什么双方最终在这一问题上寸步不让？算法控制权的背后，隐藏着怎样的国家战略博弈？ 算法之争的本质是数据主权之战 美国政府允 ...

Core Viewpoint - Evercore ISI reaffirms IBM's "Outperform" rating with a target price of $315, highlighting the company's resilience against macroeconomic shocks and its readiness to benefit from several positive factors in the IT/AI landscape [1] Company Strategy - Discussions with IBM's CEO Arvind Krishna and global investor relations head Olympia McNerney focused on the company's strategy, macroeconomic outlook, enterprise AI vision, and merger philosophy [1] Market Position - Analysts view IBM as a hybrid IT/AI leader capable of withstanding macroeconomic challenges, benefiting from the rise of enterprise AI, productivity enhancement initiatives, data sovereignty concerns, and quantum differentiation [1] IT Spending Outlook - In a favorable macroeconomic environment, enterprise IT spending is expected to grow faster than GDP's single-digit growth, potentially driving overall tech spending to achieve high single-digit growth [1] Business Transformation - IBM's business transformation positions it as a continuously growing company with strong free cash flow, expanding profit margins, and enviable revenue visibility [1] Growth Potential - The firm identifies multiple growth points for IBM in the medium term, maintaining the target price of $315 [1]

Group 1 - The AGIX index aims to capture the beta and alphas of the AGI era, which is expected to be a significant technological paradigm shift over the next 20 years, similar to the impact of the internet [2] - The article emphasizes the importance of learning from legendary investors like Warren Buffett, Ray Dalio, and Howard Marks to navigate the AGI revolution [2] Group 2 - AGIX has shown a year-to-date return of 26.72% and a return of 74.54% since 2024, outperforming major indices like QQQ and S&P 500 [5] - The performance of AGIX portfolios indicates a slight decline in sectors such as semi & hardware, infrastructure, and application [6] Group 3 - The article discusses the potential of robots reaching a critical point of general intelligence with around 7 billion parameters, similar to the breakthrough seen with GPT-3 [10] - It highlights the advancements in hardware and engineering that are necessary for robots to operate effectively in real-world environments [11] Group 4 - The article outlines the challenges in data collection for robotics, emphasizing the need for diverse and extensive datasets to achieve generality in various tasks [12][13] - It discusses different approaches to data collection, including world models and real-world interactions, to enhance robotic capabilities [17] Group 5 - The article notes that the AI verticals have faced significant sell-offs by hedge funds, particularly in AI technology stocks, leading to a notable market rotation [18] - It highlights the financial relationship between OpenAI and Microsoft, revealing that OpenAI's revenue is significantly impacted by its operational costs [20][21] Group 6 - The article mentions significant investments in AI infrastructure, such as Alphabet's $40 billion investment in Texas data centers and Nvidia's collaboration with Cisco to enhance AI deployment [22][23] - It also covers various acquisitions in the AI space, including Salesforce's acquisition of Doti for $100 million and Snowflake's acquisition of Datometry to improve database migration capabilities [24][25]

Core Points - Canada has announced a second batch of national key projects aimed at enhancing its resource strategy, focusing on energy, minerals, and transmission lines [1] - The total investment for these projects exceeds CAD 56 billion, with an expected creation of 68,000 jobs [1] - These projects are considered transformative and part of a national strategy to boost Canada's competitiveness and resilience [1] Group 1: National Key Projects - The second batch of national key projects was unveiled by Prime Minister Mark Carney, emphasizing Canada's potential as an energy superpower [1] - The projects aim to establish new trade corridors, enhance resource autonomy, and ensure data sovereignty for national security [1] - The first batch of key projects, announced in September, included investments over CAD 60 billion, focusing on infrastructure to stimulate the economy and reduce reliance on the U.S. [2]

Core Insights - The article addresses the challenges faced by CIOs and IT decision-makers in choosing between feature-rich public cloud solutions and secure private tools, emphasizing the need for a clear evaluation framework to guide strategic decisions [1][2]. Evaluation Framework - Four core dimensions are proposed for evaluating project management tools: data sovereignty and controllability, compatibility with domestic innovation (信创), deployment flexibility and cost, and system integration and scalability [6][2]. Product Analysis - Each of the ten products is analyzed based on the established evaluation framework, ensuring a neutral and factual comparison without disparaging any solution [2]. Market Trends - By 2025, the market is expected to see a rise in private solutions like ZenTao in sectors with strict data security requirements, while AI integration will become increasingly important [4][46]. Industry-Specific Insights - Financial services may prioritize data sovereignty, while manufacturing may focus on integration capabilities, indicating that the evaluation framework's weight can be adjusted based on industry needs [2][6]. ZenTao Overview - ZenTao is an open-source project management software originating from China, supporting agile development and waterfall models, with a focus on private deployment and lightweight architecture [3]. ZenTao's 2025 Outlook - ZenTao is predicted to gain market share in government and enterprise sectors due to its strong alignment with domestic security requirements, although it needs to enhance AI integration to keep pace with technological trends [4][46]. ByteDance Collaboration Tool Overview - ByteDance's collaboration platform integrates project management, instant messaging, and calendar functions, primarily as a SaaS offering [9]. ByteDance's 2025 Outlook - The platform is expected to deepen its penetration in the internet industry but may face challenges related to hybrid deployment demands [10][46]. Microsoft Project Overview - Microsoft Project is a long-established project management software that supports both desktop and cloud versions, deeply integrated with the Office ecosystem [32]. Microsoft Project's 2025 Outlook - It is anticipated to maintain stability in the enterprise market but may face pressures from cloud transformation trends [33][46]. Conclusion - The article concludes that the selection of project management software in 2025 will focus more on strategic alignment rather than mere functionality, urging decision-makers to use the proposed framework for informed choices [53][46].