从ChatGPT的先知时刻到Agentic时代的全面超频，AI正以史无前例的速度平权代码、消解孤岛。在这一轮狂飙突进的AI风潮中，我们看到的不仅是模型 参数的指数级增长，更是商业逻辑与软件范式的深层重构。在大洋两岸，所有人都在被这场无声的AI革命改变着，在可预见的未来这种改变仍将继续影 响每个人，乃至人类历史的演进。 此时此刻，如果站在AI震中的硅谷街头，你能感受到一种令人战栗的"超频感"：App墙正在瓦解，旧有的商业主权正随着Agentic Model的爆发而易手。在 这一场重塑物理世界的范式转移中，创业者面对的不再是算法的微调，而是生存法则的重构。 今天这篇文章来自， 身处硅谷的AI创业者、码荟成员企业Meshy AI创始人胡渊鸣。以下为全文： 我们生活在一个剧变的时代。我生命的前三十年，从来没有过这样的感觉：技术每天在颠覆式地进步，我每天都在不断自我解构，连一些基本的问题的答 案都搞不清楚： 毫无疑问，人类社会正在以惊人的速度在重构。生活在硅谷，对这种颠覆性创新的体感尤其明显。人类历史的奇点已来。 在MIT搞研究的时候，我用的名字是Yuanming Hu。创业以后，为了和美国客户打交道方便，两年前我让C ...

Key TakeawaysPresident Trump used his 2026 State of the Union address to demand an immediate end to the government shutdown while touting his economic record and defending tariffs recently struck down by the Supreme Court.WiseTech Global (WTC) announced 2,000 job cuts, representing 29% of its workforce, declaring the "era of manually writing code" has ended due to AI automation.U.S. consumer distress hit a 20-year high as student loan delinquencies spiked to 25% and subprime auto loan delinquencies reached ...

北京时间今天晚上10点半，全球AI投资者将关注一件事，即Anthropic举行的在线直播活动。 在本次直播活动中，Anthropic将展示其AI助手Claude的最新功能，包括Claude的实时演示、与 Claude协作的场景等。此外，Anthropic还将发布新产品。 最近一段时间，市场对人工智能冲击传统商业模式充满担忧，这种担忧还包括研究机构Citrini Research上周末发布的一份报告。 该报告列举了AI可能对全球经济多个领域带来的风险，并特别点名食品配送服务和信用卡公司将 面临困境。 AI冲击的担忧，使得美股软件股及金融股迎来资金的大幅抛售。其中，IBM股价创下自2000年10月 以来的最大单日跌幅。 达哥之所以提到Anthropic的直播活动是一件比较重要的事，主要原因在于其今晚的产品展示对市 场焦虑到底会起到缓和作用还是加剧作用。 我们回到市场。 今天，A股市场迎来马年开门红行情。截至收盘，上证指数上涨0.87%，深证成指、创业板指数分 别上涨1.36%、0.99%。 整个市场的成交额达到22184亿元，较上一个交易日放量2193亿元。个股涨多跌少，超过4000只个 股上涨，个股涨跌幅的中位 ...

Bill Holdings has a strong business, but you wouldn't know it by looking at the performance of its stock.Bill Holdings (BILL +1.36%) offers a portfolio of software products designed to help small and medium-sized businesses (SMBs) manage their accounts receivable, accounts payable, and budgeting workflows more efficiently. Software stocks have fallen out of favor recently as investors worry that artificial intelligence (AI) will shrink the workforce (and therefore demand for software licenses), and also hel ...

分组1: Meta and AMD Deal - The deal between Meta and AMD is seen as a strategic move for Meta to diversify its supply base and ensure adequate supply for its buildout plans, with a 10% equity stake involved [1][2][4] - There are concerns regarding AMD's need to give up equity to meet demand, raising questions about its long-term strategy compared to competitors like Nvidia [3][6] - The ongoing partnerships and equity stakes in companies like AMD and Nvidia indicate a competitive landscape where both companies are vying for market share in the semiconductor space [4][6] 分组2: Apple Manufacturing in the U.S. - Apple is set to manufacture the Mac Mini in the United States for the first time, which is viewed as a significant win for local job creation [7][11] - While some investors may care about the location of manufacturing, it is not a primary concern for all investors, particularly those focused on long-term growth and capitalizing on market opportunities [8][10] - Apple's growth is projected at 5% for topline revenue, potentially reaching 10% when accounting for buybacks and growth in its services business, indicating a stable long-term outlook [10] 分组3: Software and Financial Sectors - The software sector has faced challenges, but there are still pockets of opportunity, particularly in companies like HUD 8 Corp and GitLab, while larger firms like Adobe are less favored [12][14] - The financial sector has been exited completely by the company, reflecting a cautious approach amid concerns about increasing correlations with the software sector [15]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：独角兽IPO 主要业务围绕室内空间场景下的实时渲染、工业生产制造以及虚拟物理世界训练展开。 公众号回复"群核科技"获取最新招股书 本文为独角兽IPO编辑撰写 作者 | 独角君 2026年2月25日，群核科技日前向港交所主板递交上市申请书，这是群核科技第三次向港交所递表，摩 根大通与建银国际担任联席保荐人。 群核科技已于2026年2月获得中国证监会境外发行上市备案通知书，拟发行不超过约3.12亿股境外上市 普通股。 1► | 讓]項下的[編纂]數目 : [編纂]股(視乎[編纂] | | --- | | 獲行使與否而定) | | [編纂]數目 . [编纂]股(可予重新分配) | | : [编纂]股(可予重新分配 [编纂]數目 | | 及視乎[編纂]獲行使與否而定) | | 最高[編纂] : 每股[編纂][編纂]港元,另加1.0%經 | | 紀佣金、0.0027％證監會交易徵 | | 費、0.00015%會財局交易徵費及 | | 0.00565%聯交所交易費(須於[編纂] | | 時以港元繳足,多繳款項可予退還) | | 面值 : 每股 ...

have been pummeled in recent weeks, driven by fears their business models would be upended by AI tools, including those from Anthropic. On Tuesday, Anthropic said it was developing new tools, the so-called "plug-ins", ‌with its partners that ⁠could help ⁠with investment banking, wealth management and HR tasks."We feel positive to see companies partnering with Anthropic, and we think that that might be the next chapter of this ​discussion," said Eric Kuby, chief investment officer at North Star Investment M ...

Ries and joining me with the big picture here on what's going on with this market. Luke Lloyd, president and CEO of Lloyd Financial Group is with me. So, we talked yesterday about how many of the names got hit pertaining to AI and Anthropic at least was part of it as it really uh announced some breakthroughs and some concerns about cyber security, concerns about financials.Um, and so many names were caught in the crossfire from Door Dash to American Express. Um, you don't particularly love the Mag 7 names a ...

Workday is betting on artificial intelligence taking over more work. While software stocks — including Workday's — have sunk recently amid concerns over AI advancements, the company framed the technology as a growth opportunity on its Tuesday earnings call."We're working really hard to figure out how do we improve business process execution for our customers at a lower cost," CEO Anil Bhusri said. "I think that's where the agentic model fits in. What can agents do to replace human labor?" he said. "And then ...

ServiceNow and UiPath could become agentic AI leaders.Artificial intelligence (AI) is changing the world we live in, and the next big change is coming in the form of AI agents. Many agentic AI stocks have been thrown out with the bathwater during the software-as-a-service (SaaS) stock sell-off, and this has opened up some nice opportunities in the space.Two of the stocks with the best agentic AI prospects come from companies that are looking to be agentic AI orchestration platforms. In a world becoming a sp ...