2026.02. 08 本文字数：2470，阅读时长大约4分钟 在理论定义中，AGI被视为AI的终极状态，意味着系统能在会计、法律等多个白领专业领域达到并取 代人类的智力水平。 现代AI"教父"之一本吉奥（Yoshua Bengio）警示称，AGI的研发进程可能会陷入停滞，而这种停滞 对投资者而言无异于灾难。他称，行业很可能在不久的将来"碰壁"，面对目前无法预见且难以快速解 决的技术瓶颈，这可能诱发一场真正的金融崩盘。毕竟，当前涌向AI领域的数万亿资金，大多建立 在技术能以目前速度规律进步的乐观预期之上。 罗伯特·李凭借其在帝国理工学院深造电子工程的学术背景，也提供了基于技术视角的结论。他表 示："从本质上看，AI运行的底层逻辑近年来并未发生颠覆性变革，真正的改变在于算力与存储能力 的爆发式增长，以及模型从处理单一数字数据向多模态（涵盖文本、视频和音频）的进化。尽管如 此，这些模型的核心仍是模式识别，实质上是极其复杂的统计模型。" 罗伯特·李形象地解释道，当用户利用AI模型搜索量子计算时，模型只是通过训练库或互联网搜集海 量资料，并利用模式识别提取共性并予以总结。这种功能虽然高效，却并非真正的智能。 作者 | ...

Elon Musk on @BillGates“You’d think that someone like Bill Gates, who started one of the biggest technology companies in the world, Microsoft, would be really strong in the sciences.But in my direct conversations with him, he’s not. He is not strong in the sciences.” https://t.co/xptdVjVTmx ...

Core Insights - The Vanguard Intermediate-Term Corporate Bond ETF (VCIT) offers higher yields and takes on more credit risk compared to the Vanguard Intermediate-Term Treasury ETF (VGIT), which focuses solely on U.S. Treasuries and has shown less historical drawdown [1][2]. Cost and Size - Both VCIT and VGIT have an expense ratio of 0.03% and are among the most affordable bond ETFs available [3][4]. - As of January 30, 2026, VCIT has a 1-year return of 8.8% and a dividend yield of 4.6%, while VGIT has a 1-year return of 6.6% and a dividend yield of 3.8% [3][4]. Performance and Risk Comparison - Over the past five years, VGIT experienced a maximum drawdown of 15.04%, while VCIT had a higher maximum drawdown of 20.56% [5]. - The growth of a $1,000 investment over five years is $867 for VGIT and $872 for VCIT, indicating similar performance despite the different risk profiles [5]. Portfolio Composition - VCIT invests in a diverse range of high-quality, investment-grade corporate bonds, with significant holdings in companies like Meta Platforms, U.S. Treasury securities, and Bank of America [6]. - VGIT exclusively holds U.S. Treasury securities, providing a straightforward investment option with minimal credit risk [7]. Implications for Investors - Both funds target intermediate-term bonds maturing in 5-10 years, but VCIT invests in corporate debt from blue-chip companies, while VGIT lends directly to the federal government through Treasury bonds [8].

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Investors, both traditional and crypto, have had a rough few days. And Feb. 5 took it up a notch. U.S. equities slid again as traders rushed into a risk-off stance, unwinding crowded bets in technology stocks and crypto. Bitcoin’s sharp sell-off only added fuel to the fire. According to one high-profile market voice, this might not be a coincidence. Market commentator and "Mad Money" host Jim Cramer suggested Bitcoin itself may have helped tip U.S. equities over the edge. Related: 136-year-old investme ...

Bitcoin jumped back above the $70,000 mark on Friday as investors piled back into the asset class following a volatile week for the cryptocurrency market at large. The $1.3 trillion digital asset is up over 6% today after plunging to nearly $60,000 earlier on Thursday. Ether has jumped more than 7% to above $2,000 while XRP trades at $1.46, up nearly 20%. Market watchers say the worst is over. “While it is difficult to say, conditions appear to be aligning for crypto to bottom,” David Duong, global hea ...

Core Viewpoint - US stock index futures showed signs of stabilization on Friday following a significant selloff in technology shares earlier in the week, indicating that the worst of the tech-led decline may be subsiding [1] Group 1 - The selloff in technology shares was described as "bruising," highlighting the severity of the market's reaction [1] - Tentative signs of easing in the tech-led rout suggest potential recovery in the technology sector [1]

It's the first week of February, and most Americans have recovered from the holiday hangover and stopped mistakenly writing the year 2025 in dates. While we are ready to turn the page on a rollercoaster 2025 and move on to 2026, some of the negative economic trends from last year appear to be spilling over into the new year. U.S.-based employers announced 71,321 job cuts in November, according to outplacement consultancy firm Challenger, Gray, & Christmas. The number for November 2025 was 24% higher th ...

Company Overview - SPACSphere Acquisition Corp. is a blank check company formed to effect a merger, share exchange, asset acquisition, share purchase, reorganization, or similar business combination with one or more businesses or entities [2] - The company may pursue acquisition opportunities across various industries but will focus on sectors where it has core competencies, such as digital assets, technology, and healthcare [2] Initial Public Offering (IPO) Details - The company announced the pricing of its initial public offering of 15,000,000 units at a price of $10.00 per unit, with trading expected to begin on February 6, 2026, under the ticker symbol "SSACU" [1] - Each unit consists of one Class A ordinary share, one-half of one redeemable warrant, and one right to receive one-fifth of one Class A ordinary share upon the consummation of an initial business combination [1] - The offering includes a 45-day option for underwriters to purchase up to an additional 2,250,000 units to cover over-allotments [4] - The offering is expected to close on February 9, 2026, subject to customary closing conditions [4] Management Team - The management team is led by Bala Padmakumar as Chief Executive Officer and Chairman, and Soumen Das as Chief Financial Officer and Director [3] - The Board includes Kathleen Cuocolo, Magnus Ryde, and Mark Platshon [3] - Norton Rose Fulbright US LLP serves as legal advisor to the company, while D. Boral Capital LLC acts as the sole book-running manager for the offering [3]

The S&P 500 Technology Sector SPDR (XLK) is the primary lens through which the market views the tech heavyweights of the S&P 500 Index ($SPX). After a fine start to 2026, XLK, which tracks the roughly 70 tech stocks within the S&P 500, has pulled back. In the case of some of its components, quite severely. www.barchart.com Is the tech sector operating in a "post-peak" environment? Or is this another round of light to moderate chop, as they say on commercial airline flights to comfort the passengers? Mor ...