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计算机行业周观点第50期:应用驱动Infra强需求-20260228
Western Securities· 2026-02-28 10:21
AI Agent 从概念走向落地,OpenClaw 引爆自主执行需求, Tokens 从"对 话消耗"走向"任务消耗",调用量高速增长。此前,问答式 AI 一轮对话消 耗几百到几千 Token,用户不再提问,Token 就不会再消耗。Agent 模式下, AI 做任务时会持续在后台跑流程。拿 OpenClaw 举例,其 Token 消耗粗略 看有三种模式:1)多轮自我修正。一次编程任务可能经历"写代码→运行 →报错→改→再跑"几十个回合,每个回合都是一次完整的模型调用。2) 上下文无限膨胀。为了让 Agent"记住"之前的操作,每次调用都要携带完 整对话历史。有用户实测,一个活跃会话的上下文很快膨胀到 23 万 Token 以上。3)工具链级联。Agent 处理一个"帮我整理邮件并创建待办"的任 务,可能触发 5-10 次 API 调用,每次都背着完整上下文。较直观的数字是: 7×24 小时跑 OpenClaw,全量使用 Claude API,月成本在 800 到 1500 美 元之间。再看全球头部 AI 模型 API 聚合平台 OpenRouter 数据:2 月 9 日当 周,平台处理了 13 万亿 Tok ...
连云港全省率先启用AI“智审”水土保持方案 行政审批迈入“智慧模式”新时代
Yang Zi Wan Bao Wang· 2026-02-27 23:45
Core Insights - The successful implementation of the "AI Intelligent Soil and Water Conservation Plan Review System" in Lianyungang marks a significant advancement in the integration of AI into administrative approval processes, making it the first city in Jiangsu Province to utilize AI for such reviews [1][5] - The system completed a comprehensive review of the water and soil conservation plan for the 300MW fish-solar complementary power generation project in just 30 minutes, identifying 96 precise review comments, showcasing a dramatic increase in efficiency compared to traditional methods [2][4] Group 1: AI Implementation and Efficiency - The AI system identified 16 deep technical issues, such as data contradictions and logical flaws, along with 80 basic issues related to text formatting and missing attachments, providing clear modification suggestions and reasoning [2][4] - Traditional reviews often took several days and required multiple experts, whereas the AI system streamlined this process significantly, demonstrating a shift from passive review to proactive diagnosis [2][4] Group 2: Technological Integration - The AI system integrates advanced technologies including large language models, multi-modal recognition, OCR text recognition, and GIS three-dimensional mapping, creating a powerful "smart brain" for reviews [4] - It utilizes a dual-engine mechanism of "formal review + technical review," allowing for rapid identification of typographical errors and in-depth analysis of logical errors and professional contradictions [4] Group 3: Impact on Governance and Future Prospects - The transition to an AI-assisted review process signifies a move from a purely manual model to a "human-machine collaboration" approach, enhancing the focus on core technical and complex issues by relieving experts from basic verification tasks [5] - This innovative model is expected to be replicated in other administrative approval areas, contributing to an improved business environment and supporting high-quality development through enhanced AI capabilities [5]
MWC 2026: Amdocs Collaborates with Microsoft to Bring AI-Accelerated Application Modernization to Enterprises
Accessnewswire· 2026-02-27 21:05
Core Insights - Amdocs has announced a collaboration with Microsoft to enhance application modernization solutions using AI technologies [1] - The partnership aims to help enterprises modernize their technology landscape more efficiently and resiliently [1] Group 1: Collaboration Details - The collaboration combines Amdocs' Agentic Services with Microsoft's AI technologies [1] - The goal is to drive measurable business outcomes from business case to execution [1] Group 2: Business Impact - The solutions are designed to transform enterprises into an agent-ready foundation [1] - This initiative is expected to accelerate the modernization process for enterprises at scale [1]
MWC 2026: Amdocs Collaborates with Google Cloud to Accelerate AI Adoption and Power the Agentic Telco Contact Center
Accessnewswire· 2026-02-27 21:00
Core Insights - Amdocs has announced a collaboration with Google Cloud to enhance AI adoption in telco contact centers [1] - The solution integrates Google Cloud's Gemini Enterprise for Customer Experience with Amdocs' Cognitive Core, focusing on an AI-first approach [1] - This partnership aims to create a generative agentic contact center tailored specifically for telecommunications [1] Company Overview - Amdocs is a leading provider of software and services for communications and media companies [1] - The collaboration with Google Cloud signifies Amdocs' commitment to leveraging advanced AI technologies in the telecommunications sector [1] Industry Impact - The integration of AI technologies is expected to transform traditional telco contact centers into more efficient, agentic systems [1] - The solution aims to provide end-to-end capabilities that enhance customer experience through conversational intelligence [1]
2025年对话式分析如何成为企业智能增长的加速器报告
Sou Hu Cai Jing· 2026-02-27 14:42
今天分享的是:2025年对话式分析如何成为企业智能增长的加速器报告 报告共计:31页 对话式分析重塑企业智能增长新路径 在数据洪流奔涌的时代,企业如何将海量信息转化为切实的增长动力,已成为决定其市场竞争力的关键。一份行业报告指出,传统的商业智能模式正面临严 峻挑战:数据洞察往往被禁锢于复杂的技术工具与有限的专家资源中,导致分析需求积压、决策滞后,企业难以快速响应市场变化。这种"洞见瓶颈"使得宝 贵的数据价值在冗长的流程中悄然流逝。在此背景下,一种以自然语言交互为核心的"对话式分析"模式正在崛起,它被视作打破僵局、驱动企业智能增长的 重要加速器。 对话式分析的核心,在于将数据访问从技术专家的专属领域解放出来,赋予企业每一位员工用日常语言与数据直接对话的能力。这不仅仅意味着获取答案的 速度从数天缩短至秒级,更深层次的是,它正在引发一场组织文化与运营模式的变革。当员工能够随时对数据提出"为什么"和"如果"时,一种主动的数据探 索文化便开始孕育。企业得以从被动回顾历史报告的"后视镜"模式,转向主动利用实时洞察来塑造未来的"挡风玻璃"模式,从而获得引领市场所需的敏捷性 与创新力。 实现这一转型并非一蹴而就。报告描绘了企 ...
Docebo(DCBO) - 2025 Q4 - Earnings Call Transcript
2026-02-27 14:02
Docebo (NasdaqGS:DCBO) Q4 2025 Earnings call February 27, 2026 08:00 AM ET Company ParticipantsAlessio Artuffo - CEOBrandon Farber - CFOMike McCarthy - VP of Investor RelationsConference Call ParticipantsErin Kyle - AnalystGavin Fairweather - AnalystGeorge Sutton - Senior Research AnalystJohn Shao - Equity AnalystJosh Baer - AnalystKen Wong - Managing Director and Senior AnalystKevin Krishnaratne - Director, Equity Research Analyst of Software and ServicesMatt VanVliet - AnalystRichard Tse - AnalystRobert Y ...
Docebo(DCBO) - 2025 Q4 - Earnings Call Transcript
2026-02-27 14:02
Docebo (NasdaqGS:DCBO) Q4 2025 Earnings call February 27, 2026 08:00 AM ET Company ParticipantsAlessio Artuffo - CEOBrandon Farber - CFOMike McCarthy - VP of Investor RelationsConference Call ParticipantsErin Kyle - AnalystGavin Fairweather - AnalystGeorge Sutton - Senior Research AnalystJohn Shao - Equity AnalystJosh Baer - AnalystKen Wong - Managing Director and Senior AnalystKevin Krishnaratne - Director, Equity Research Analyst of Software and ServicesKevin Krishnaratne - Director, Equity Research Analy ...
Aurora Mobile Partners with China Post Securities to Deliver Millisecond Messaging and Enhance Digital Financial Services
Globenewswire· 2026-02-27 12:00
SHENZHEN, China, Feb. 27, 2026 (GLOBE NEWSWIRE) -- Aurora Mobile (NASDAQ: JG) (“Aurora Mobile” or the “Company”), a leading provider of customer engagement and marketing technology services, today announced a strategic partnership with China Post Securities. By integrating Aurora Mobile’s intelligent push notification solution, JPush, the two companies have built a financial-grade messaging infrastructure to improve the speed, stability, and accuracy of digital financial services. As the securities industry ...
Stacey Caywood has officially assumed the role of CEO at Wolters Kluwer
Globenewswire· 2026-02-27 11:31
Core Insights - Stacey Caywood has officially taken over as CEO of Wolters Kluwer, succeeding Nancy McKinstry, with a focus on AI investment and partnerships to drive growth [1][3] Company Overview - Wolters Kluwer is a global leader in information solutions, software, and services for professionals in various sectors including healthcare, tax, legal, and corporate performance [4] - The company reported annual revenues of €6.1 billion for 2025 and operates in over 180 countries with approximately 21,100 employees [5] Leadership and Strategy - Stacey Caywood has a proven track record in transforming and growing businesses at Wolters Kluwer, particularly in her previous roles in Legal & Regulatory and Health divisions [2] - The new CEO aims to accelerate AI-powered innovation across the company's portfolio, leveraging trusted content and domain expertise to enhance decision-making for professionals [3] - The near-term agenda includes expanding AI capabilities, developing partnerships, and strengthening commercial capabilities to drive growth [3]
青云科技:2025年第一季度营收同比下降37.02% 净亏损扩大至2290.07万元
南财智讯2月27日电,青云科技于2025年4月24日发布2025年第一季度报告,2025年第一季度实现营业收 入4701.21万元,同比减少37.02%;归属于上市公司股东的净利润-2290.07万元,同比亏损扩大;基本每 股收益-0.48元,同比减少0.32元。 ...