曾全网都在求"邀请码"的Manus，被Meta收购了！全球AI智能体赛道格局的重磅收购，在2025年末正式落定。 对于Meta而言，收购Manus不仅是技术层面的战略补位，更是其在通用智能体赛道实现弯道超车的关键一步。借助Manus的前沿技术积累，Meta有望在AI 应用落地的竞赛中抢占先机。 12月30日消息，Meta正式宣布收购AI Agent（智能体）公司Manus，以此加速其人工智能创新战略落地。据悉，本次交易对象为开发AI应用 Manus 的 Butterfly Effect（蝴蝶效应）公司，交易金额高达数十亿美元。这是 Meta 成立以来第三大收购，花费仅次于 WhatsApp 和 Scale AI 。 今年3月，因为一段长达4分17秒的演示视频，一款"Manus"的中国AI产品刷屏全球互联网。作为"全球首款通用智能体产品"，Manus上线4小时官网访问量 即突破千万量级。据统计截至12月初，Manus已处理超过147万亿个 token，并创建了超过8000万台虚拟计算机。 Manus 来自拉丁语Mens et Manus，就是手脑并用的意思。这款由多个独立模型驱动的智能体，能够自主完成深度研究、 ...

每经记者｜刘旭强 每经编辑｜刘艳美 一个越来越明显的共识是，AI产业正从早期的技术模型探索，进入以"应用创新""产业深耕"为核心的新阶段，深度赋能政务、医疗、工业制造、交通、能源 等关键领域，持续催生新业态、新模式。 破解算力难题 "AI PC"加速走进现实 "现在智算算力需求非常旺盛，租GPU做AI推理，得提前两个星期排队预约。"郑纬民表示，曾经由"模型训练"主导的算力需求，如今已经转向"推理"，简单 说就是AI从"学习成长"阶段，进入了"给人干活"的实用阶段，而这也催生出爆发式的算力缺口。 要让AI高效"干活"，选对芯片是关键。相较于CPU，更擅长高效矩阵运算和高速数据读写的GPU脱颖而出。 不过高效的GPU也面临"烦恼"，其内存主要用于存储两类数据，一是训练所得的模型参数，二是推理过程中产生的中间结果。随着Kimi等支持数百万字上下 文的模型走红，AI大模型趋向"数据更多、模型更大、上下文更长"，但这也带来了极高的推理负载，导致用户量激增时频繁宕机。 郑纬民以热门论文的推理需求为例，"十万个用户同时查询，如果每个用户都单独存储文章原文和推理中间结果，AI必然不堪重负。" 郑纬民提到，业内的破解思路是"公 ...

（文/万肇生 编辑/张广凯） 把公司卖给美国人，蝴蝶已经扇动起了翅膀。 12月30日，备受关注的AI Agent（通用型智能体）应用Manus对外宣布，其团队即将加入硅谷巨头Meta。 对此， Manus公司蝴蝶效应（Butterfly Effect）背后的天使投资人、真格基金合伙人刘元，同一天发文祝贺，并称这是Meta成立以来第三大并购案，花费仅 次于 WhatsApp 和 Scale AI。 本土创始人逆袭Meta副总裁 据《晚点LatePost》援引刘元的说法称，Meta这次收购谈判在极短时间完成，前后不过十余天，"快到还怀疑过这是不是一个假的offer。" 刘元还提到，Meta 创始人、CEO 马克·扎克伯格和几位核心高管也是 Manus 的忠实用户。刚开始创始团队比较纠结，但最终被扎克伯格开出的条件和愿景 打动。 虽然蝴蝶效应和Meta双方并没有公布详细的财务条款。但部分知情人透露，在Meta主动联系Manus时，后者正以20亿美元估值进行新一轮融资。 在收购完成后，蝴蝶效应将在公司、团队和产品层面继续保持独立运营，同时与Meta旗下核心全球消费级产品，进行深度整合。而蝴蝶效应创始人肖弘也 将出任M ...

Core Viewpoint - Meta is acquiring Manus, a Singapore-based startup, to enhance its artificial intelligence (AI) agent offerings, with the deal reportedly valued at over $2 billion [2][3]. Group 1: Acquisition Details - Manus serves millions of users and businesses globally, having launched its first general AI agent earlier this year, processing over 147 trillion tokens and creating more than 80 million virtual computers [2]. - The acquisition is noted as a significant instance of a U.S. tech giant purchasing an AI product from Asia's startup ecosystem [3]. - Manus has gained traction and support from the Chinese government, particularly after showcasing an AI agent capable of generating detailed research reports and custom websites [3]. Group 2: Meta's Strategic Shift - The acquisition represents a new direction for Meta as it invests heavily in AI to compete with companies like OpenAI, Microsoft, and Google [4]. - Meta has previously acquired Limitless, a maker of AI-powered wearables, and invested $14.3 billion in Scale AI, with Scale AI's founder joining Meta as the new chief AI officer [4]. - Meta is shifting its AI strategy from open-source development to commercial, revenue-oriented AI offerings, focusing on proprietary models [7][8]. Group 3: Market Positioning - With the acquisition of Manus, Meta aims to integrate its services into its social media platforms, strengthening its position in the AI agent market [6]. - The company is recalibrating its approach to AI investments, moving towards monetized closed models rather than open-source research [8].

Core Insights - The traditional approach to thematic investing in funds typically focuses on a single theme, while some ETFs provide exposure to multiple intersecting themes, such as AI and robotics [2] Group 1: ETF Overview - The Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ) has a market size of $3.16 billion and has been operational for 9 years, making it one of the older AI ETFs [4] - The fund's weighted average market capitalization of its holdings is $521.8 billion, with Nvidia currently comprising about 11.4% of its weight, which is expected to decrease to 8% during the annual rebalancing in March [5] Group 2: Investment Potential - The ETF's significant exposure to the tech sector, with approximately 41.7% of its weight in tech stocks, positions it well for potential growth driven by the AI sector [6] - The evolving technology of agentic AI is anticipated to be a major growth driver, particularly in online shopping, where AI-powered bots enhance user experience through product recommendations [7] Group 3: Long-term Growth Catalysts - Expanding use cases for artificial intelligence are seen as catalysts for the fund's growth, while its exposure to robotics also presents additional investment opportunities [8]

Group 1 - Meta Platforms is acquiring AI start-up Manus to enhance its capabilities in autonomous agents [1] - The acquisition reflects Meta's strategic focus on integrating advanced AI technologies into its social media offerings [1] - This move is part of a broader trend in the tech industry where companies are investing in AI to stay competitive [1]

记者丨 陈归辞 编辑丨卜羽勤 "全球大模型第一股"来了！ 北京智谱华章科技股份有限公司（下称"智谱"）今起招股，预计2026年1月5日结束，并计划于 2026年1月8日正式以"2513"为股票代码在港交所主板挂牌上市。 基石投资者认购近7成 本次IPO，智谱吸引多家国际长线基金、知名产业资本及投资机构作为基石投资者，包括JSC International Investment Fund SPC 、 JinYi Capital Multi-Strategy Fund SPC 、 PerseverancAsset Management、上海高毅、WT Asset Management、泰康人寿、广发基金、 3W Fund Management、雾凇、Optimas Capital Limited及凌云光技术国际有限公司等11家投 资机构。 基石投资者共拟认购29.8亿港元，基石占比近7成（假设超额配股权未获行使），以较高的确 定性锁定了上市后的交易基本盘。 全球公开发售文件显示，智谱拟发行3741.95万股H股（视乎发售量调整权及超额配股权行使 与否而定），其中，香港公开发售187.1万股H股，国际发售3554. ...

文 | 大湾区人工智能应用研究院 数据显示，DeepSeek从今年年初"火"到了年末。腾讯元宝12月发布报告称，2月接入DeepSeek模型以来 其使用量持续飙升，12月14日单日使用量达全年峰值，较年初增长超100倍。 生成式AI也在今年持续大热。由AI生成的图片、视频、音乐迅速占领社交媒体和视频平台，成为今年 互联网"现象级"事件之一。中国互联网络信息中心发布的《生成式人工智能应用发展报告（2025）》显 示，截至今年6月，我国生成式AI用户规模达5.15亿人，普及率为36.5%。 一组数据直观地展现了AI应用在今年的火爆：Token（词元）是处理文本的最小数据单元，其消耗量可 反映AI应用的活跃程度。2024年初，我国日均Token消耗量为1000亿，截至今年9月底，我国日均Token 消耗量已突破40万亿。 "全民玩AI"是今年AI应用发展的另一特征。由阿里巴巴与浙江开放大学联合发布的《2025"银发+AI"应 用趋势报告》显示，在超50岁以上人群中，AI高频使用者比例随年龄增长不降反升。这可能意味着， 越年长的用户一旦接触AI，使用黏性反而更强，打破了"年轻人更易接受AI"这一既有印象。 概念的广泛 ...

Acquisition and Business Strategy - Meta is set to acquire Manus, a Singapore-based AI startup specializing in general-purpose AI agents, to enhance its consumer and business product offerings with advanced AI capabilities [3] - The financial terms of the acquisition have not been disclosed, but Manus has achieved a $125 million annual revenue run rate shortly after launching its subscription-based AI agent services [4] - This acquisition aligns with Meta CEO Mark Zuckerberg's focus on AI infrastructure and monetization strategies beyond metaverse initiatives, marking the company's fifth AI-related acquisition in 2025 [5] Industry Developments - Boeing has secured an $8.6 billion contract from the U.S. Air Force to produce F-15 fighter jets for the Israeli Air Force, with the contract including options for additional aircraft [6] - The contract involves the design, integration, and delivery of 25 new F-15IA aircraft, with work expected to be completed by the end of 2035 [6] - Novo Nordisk has reduced the price of its GLP-1 medication Wegovy in China by nearly 50% for its two highest dosage strengths, in anticipation of increased competition from generics following the expiration of its patent in March 2026 [7][8]

根据协议，Manus整个团队加入Meta，创始人肖弘成为Meta的副总裁，主管AI代理技术。 Manus会继续在新加坡独立运行，产品和服务照旧。 01 文 | 冷眼观天 2025年12月30日，社交媒体公司Meta宣布，花费数十亿美元买下一家名为Manus的中国AI公司及其母公 司蝴蝶效应。 这是Meta公司历史上金额第三大的收购。 此事发生之后，人们很自然地从中美两国科技竞争的角度去看它。 对美国和对Meta来说，目的很明确。 Manus正好填补了这个空缺。 这家公司的产品是全球第一个通用型AI智能体，技术架构特别，在GAIA标准测试里准确率达到 86.5%，超过了OpenAI的同类产品。 因此，Manus迅速崛起，与DeepSeek一同被视为2025年中国AI领域最引人瞩目的两大突破。 买下Manus，Meta一下子就补上了关键能力——让AI不仅能回答问题，还能自己动手完成复杂任务。 靠着Meta全家桶应用将近40亿的月活用户，这项技术可能很快推广开来，让AI更深入地自动化处理内 容、广告甚至更多生活事务。 当然，这么大手笔的收购，尤其是买下一个核心团队有中国背景的公司，很可能引来美国联邦贸易委员 会的反 ...