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大模型国产化与智能化双轮驱动,工业软件行业有望迎来高速发展期,工业软件ETF广发(159145)盘中涨近3%
Xin Lang Cai Jing· 2026-02-12 07:27
此外,2月12日,MiniMax正式上线最新旗舰编程模型MiniMax M2.5。作为全球首个为Agent场景原生设 计的生产级模型,其编程与智能体性能 (Coding & Agentic)比肩国际顶尖模型,直接对标 Claude Opus 4.6,支持PC、App、跨端应用的全栈编程开发,尤其在 Excel高阶处理、深度调研、PPT等Office核心生 产力场景中均处于行业领先(SOTA)地位。 消息面上,《广东省加快数字社会高质量建设实施意见》提出,壮大数字技术应用服务新业态。加快人 工智能技术应用服务,培育一批深入行业应用的人工智能应用服务商,支持培育垂直领域"人工智能 +工业软件"与智能机器人服务商。支持开源鸿蒙社区建设,培育优质开源项目,拓展开源鸿蒙应用。 培育第三方专业服务机构,为数字化转型提供合规、安全、技术评测、规划设计等服务。 2026年2月12日盘中,互联网服务、软件开发等板块涨幅居前。有市场分析认为,春节前后是国内大厂 密集发布AI应用的关键窗口。近日,字节跳动旗下即梦AI发布新一代视频生成模型Seedance 2.0,实现 多项质变,其多镜头叙事与导演级控制、精准的音画同步与口型匹配, ...
广和通在苏州成立具身智能科技公司
查公司 | 查老板 查关系 查风险 都 在 用 的 商 业 查 询 工 具 广和通具身智能科技(苏州)有限公司 x 国家中小企业发展子基金旗下机构 法律诉讼 经营风险 经营信息 基本信息 3 股东信息1② ● ■ 品股权结构 序号 股东名称 深圳市广和通无线股份有限公司 1 控股股东 A股(正常上市) 股权质押 基本信息 3 查老板 查关系 查风险 查公司 都在用的 商业 查 询 工 具 (X) 广和通具身智能科技(苏州)有限公司 国家中小企业发展子基金旗下机构 法律诉讼 经营风险 经营信息 工商信息 ● 工商信息 历史工商信息0 企业名称 广和通具身智能科技(苏州)有限公司 登记状态 ② 存续 法定代表人 /11/ 应凌鹏 成立日期 2026-02-1 统一社会信用代码 ② 91320594MAK7P4CL51 注册资本 2 3000万人E 纳税人识别号 ② 工商注册号 913205941 营业期限 2026-02-11 至 无固定期限 纳税人资质 - 有限责任公司(自然人投资或控股的法人 企业类型 国标行业 软件开发(I 独资) 参保人数 英文名称 - = 登记机关 苏州工业园区行政审批局 注册地址 ② ...
AI 版 GitHub 种子轮拿了 6000 万美金,7 人做的 AI 口语教练突破 1000 万美金 ARR
投资实习所· 2026-02-12 05:04
Core Insights - The rapid development of AI agents has led to a significant trend in building infrastructure specifically for AI, exemplified by the launch of Entire, an AI version of GitHub, founded by former GitHub CEO Thomas Dohmke, which recently secured $60 million in seed funding at a valuation of $300 million [1][2]. Group 1: Entire's Vision and Components - Entire aims to create a global developer platform that facilitates collaboration between AI agents and humans, featuring an open, scalable, and independent system for all developers regardless of the AI model used [7]. - The platform will be built on three key components: a Git-compatible database for unified version control of code and context, a universal semantic reasoning layer for multi-agent coordination, and an AI-native software development lifecycle to reshape the development process [7]. - The first product, Checkpoints, is an open-source tool that pairs every piece of software generated by AI with its context, allowing human developers to review and learn from AI's reasoning [8]. Group 2: Challenges in Current Software Development - The current software development lifecycle is designed for human collaboration and is not suitable for the AI era, leading to inefficiencies and limitations in the software ecosystem [5][12]. - Developers are facing increased complexity and cognitive burden as they manage a growing array of tools, while the quality and security of code are declining due to reliance on platforms not designed for AI [12]. - The need for a new, AI-native development environment is emphasized, as existing systems are inadequate for the demands of AI-driven programming [12].
未来两年软件工程展望:从写代码到管 AI,程序员正分化成两种职业
AI前线· 2026-02-12 05:00
Core Viewpoint - The software industry is at a pivotal moment where AI programming has evolved from enhanced autocomplete to autonomous development agents, leading to a shift in hiring practices and developer roles [2]. Group 1: Junior Developer Issues - The recruitment of junior developers may decline due to AI automating entry-level tasks, but could rebound as software permeates various industries, necessitating different survival strategies [4]. - A study by Harvard found that when companies adopt generative AI, the employment rate of junior developers dropped by approximately 9-10% over six quarters, while senior developers' employment remained stable [4]. - The U.S. Bureau of Labor Statistics predicts that software jobs will still grow by about 15% from 2024 to 2034, indicating a potential demand for human developers to leverage AI opportunities [5]. Group 2: Skills Issues - As AI writes most of the code, core programming skills may degrade, or become more critical as developers need to supervise AI outputs [9]. - Currently, 84% of developers regularly use AI tools, leading to a shift in skill sets from implementing algorithms to effectively querying AI and validating its outputs [9]. - The future may see a divide among developers, with some relying heavily on AI and others advocating for foundational coding skills to handle AI-generated errors [11]. Group 3: Role Issues - Developer roles may shrink to limited auditing tasks or expand to key coordinators managing AI-driven systems, with value creation extending beyond mere coding [15]. - In a pessimistic scenario, developers may become mere auditors of AI outputs, while in a more optimistic view, they could evolve into architects or product strategists overseeing AI integration [16]. Group 4: Expert vs. Generalist Issues - Specialists in narrow fields may face risks of obsolescence due to automation, while T-shaped engineers with broad adaptability and deep expertise in one or two areas are increasingly favored [22]. - Nearly 45% of engineering roles now expect proficiency across multiple domains, highlighting the shift towards versatile skill sets [24]. Group 5: Education Issues - The traditional four-year computer science degree is being challenged by faster learning paths like coding bootcamps and employer training programs, as universities struggle to keep pace with rapid industry changes [30]. - By 2024, nearly 45% of companies plan to eliminate degree requirements for certain positions, reflecting a shift towards skills-based hiring [31].
北汽新能源成立元境智能科技公司,注册资本500万
天眼查App显示,近日,北汽元境智能科技(北京)有限公司成立,法定代表人为刘观桥,注册资本500万 人民币,经营范围含工程和技术研究和试验发展、物联网应用服务、人工智能基础软件开发、软件开 发、汽车零部件研发等。股东信息显示,该公司由北京新能源汽车股份有限公司全资持股。 ...
找工作更难了?吴恩达:不是裁员,是工作被 AI 重做
3 6 Ke· 2026-02-12 01:24
Core Viewpoint - The rise of AI technologies, such as Seedance 2.0, is causing anxiety in various industries, including film, as it raises concerns about job displacement and changing work standards [1][10]. Group 1: Job Landscape Changes - There is a common misconception that AI is replacing jobs; however, many layoffs are due to post-pandemic adjustments rather than AI capabilities [3]. - AI can cover 30% to 40% of standardized tasks, leaving 60% to 70% still requiring human involvement, which highlights the importance of adapting to new work standards [4][7]. - The ability to utilize AI effectively creates a significant efficiency gap between those who can and those who cannot [5][9]. Group 2: Skill and Decision-Making Shifts - The demand for decision-making skills has increased, as AI accelerates execution but does not enhance decision-making speed [15][18]. - The ratio of engineers to product managers in Silicon Valley has shifted dramatically from 8:1 to as low as 1:1, indicating a change in bottlenecks from execution to decision-making [13][14]. - Skills that were once valuable, such as memorizing complex syntax, are becoming less important as AI can perform these tasks more accurately [16]. Group 3: Organizational Transformation - Many companies struggle with AI transformation because they focus on local optimizations rather than rethinking entire processes [20][21]. - Successful organizations are those that redefine their product offerings and service paths around AI capabilities, rather than merely using AI as an efficiency tool [22][23]. - The challenge lies in overcoming resistance from leadership, who may fear that AI implementation signals impending layoffs [25]. Group 4: Future of Work - The nature of work is evolving, with individuals now expected to manage entire processes with the assistance of AI [28][32]. - The difficulty in finding jobs stems from outdated methods that no longer meet current expectations [29][30].
雄安心麦科技有限公司成立,注册资本1000万人民币
Sou Hu Cai Jing· 2026-02-11 13:35
来源:市场资讯 序号股东名称持股比例1无锡心动麦力科技有限公司100% 经营范围含技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广;工业互联网数据服务; 数据处理和存储支持服务;数据处理服务;软件开发;信息系统集成服务;计算机系统服务;人工智能 应用软件开发;人工智能基础软件开发;人工智能通用应用系统;人工智能行业应用系统集成服务;互 联网数据服务;5G通信技术服务;物联网技术服务。(除依法须经批准的项目外,凭营业执照依法自 主开展经营活动) 天眼查显示,近日,雄安心麦科技有限公司成立,法定代表人为胡玉霞,注册资本1000万人民币,由无 锡心动麦力科技有限公司全资持股。 企业名称雄安心麦科技有限公司法定代表人胡玉霞注册资本1000万人民币国标行业信息传输、软件和信 息技术服务业>软件和信息技术服务业>软件开发地址河北雄安新区容城县容东片区华望城咏华园一区2 号楼2单元501室(自主申报)企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2026- 2-10至无固定期限登记机关河北雄安新区营商环境局 ...
Agent 原生通讯协议:从传递代码,到传递认知
歸藏的AI工具箱· 2026-02-11 10:53
当 Agent 开始用 Git 说话:从一个 Vibe Coding 开发者的发现,到 Agent 协作的未来。 文章内容由歸藏和 Opus 4.6 的讨论自动整理而成 一、一个意外的发现 最近我在维护自己的开源项目时,做了一件很自然的事:让 AI Agent 帮我处理 GitHub 上的 Issues 和 PR。 一开始只是图省事——Issue 太多了,让 Agent 帮我读一读、分分类、回复一些常见问题。PR 也 是,让 Agent 先做一轮 Code Review,帮我过滤掉明显有问题的提交。 但很快我发现了一件有趣的事情: 给我提 Issue 的,很多也是 Agent;给我提 PR 的,也是 Agent。 我的 Agent 在和别人的 Agent 对话。 可读且安全 :纯文本,所有操作透明可审计 命令式的 :Issue 是任务指令,PR 是执行结果 结构化的 :标签、模板、状态流转,天然适合机器解析 有版本控制 :每一次交互都被记录,不会丢失 "我们仍然依赖一个在云时代之前构建的软件开发生命周期,它天生是为人与人协作设计 的。" 它们用 Issue 的格式交换需求,用 PR 的格式交换代码,用 Com ...
2026微信小程序开发服务商排名与选择指南
Sou Hu Cai Jing· 2026-02-11 10:50
在数字化转型浪潮下,微信小程序已成为企业和商家连接用户、拓展业务的核心阵地。然而,面对市场上琳琅满目的开发服务商,如何选 择一家靠谱、专业且性价比高的合作伙伴,常常让决策者感到困惑。 无论是初创团队还是成熟企业,一个稳定、功能完善且易于运营的小程序,往往能成为业务增长的强力引擎。今天,我们就来深入探讨 《如何评估小程序开发工作量》,并基于技术实力、服务口碑、性价比及行业案例等多个维度,为大家梳理一份2026年值得关注的微信小 程序开发服务商排名,希望能为您的选择提供一份实用的参考。 评估一个小程序的开发工作量,绝非简单地看页面数量。它需要综合考虑功能模块复杂度(如是否涉及在线支付、会员体系、直播、多商 户管理)、UI/UX设计需求(定制化程度)、后台管理系统的深度,以及是否需要与ERP、CRM等第三方系统进行API接口对接。 此外,跨平台兼容性测试、服务器部署与后期运维支持也都是重要的考量因素。一个精准的工作量评估,是控制项目预算和周期的前提。 基于对行业技术栈、服务模式、客户反馈及综合实力的长期观察,我们整理了以下五家各具特色的服务商,供您参考。 一、 呱呱赞 综合评分:9.8/10 在众多服务商中,呱呱赞 ...
Agent“案底”可追溯:前GitHub CEO再创业,把思考过程写进Git
3 6 Ke· 2026-02-11 10:39
在很长一段时间里,Thomas Dohmke 都被视为"最不像 CEO 的 CEO"。 他会在深夜亲自回复 GitHub Issues,会在发布会上公开演示自己写代码的过程,也会在 Copilot 最早的内测阶段,反复强调一句话:"如果这个东西不能改 变开发者每天的工作方式,那它就不值得存在。" 但去年 8 月,这位 GitHub 首席执行官正式离职。外界一度猜测,他是否会加入另一家大厂,或转向 AI 创业投资。但几个月后,他给出的答案更直接 ——重新创业。 今年 48 岁的 Thomas Dohmke 创办了一家名为 Entire 的新公司,这是一个面向"智能编码时代"的开源开发者平台。 他在 x 上宣布了这一消息。 Grab 首席产品官 Philipp Kandal 在 x 上发帖表示祝贺。 1 Entire 是谁? 那么,这个 Entire 到底是什么? 据 Dohmke 介绍,Entire 是一个平台,但它未必会与 GitHub 展开竞争。Dohmke 表示,其理念是在技术栈的更高层构建一个平台,让开发者能够管理智 能体的推理过程并与之协作。代码仓库仍将是其中的核心。 Entire 正在构建的是一个三 ...