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Kimi估值大幅提升,人工智能AIETF(515070)持仓股星宸科技涨超13%
Mei Ri Jing Ji Xin Wen· 2026-02-26 04:58
相关产品:人工智能AIETF(515070)、华夏中证人工智能主题ETF联接A(008585)、华夏中证 人工智能主题ETF联接C(008586) 每日经济新闻 今日A股开盘后人工智能AIETF(515070)震荡为主。截至10:25,人工智能AIETF(515070)跌 0.05%,持仓股星宸科技涨超13%,润泽科技涨超10%,光迅科技、光环新网等个股上涨明显。人工智 能AIETF(515070)成交额突破9000万元。 消息方面,2月25日,Kimi母公司北京月之暗面科技有限公司完成总额超7亿美元的新一轮融资, 由阿里、腾讯等互联网巨头领投,融资后公司估值升至100亿至120亿美元,刷新中国大模型独角兽估值 纪录。Kimi K2.5模型发布不到20天,收入已超过公司2025年全年总和,凭借长文本处理优势与高用户 黏性,月之暗面创下国内AI独角兽最快成长速度。 中邮证券分析指出,中国AI大模型进入产品成熟期,低成本高性能技术为市场增长提供支撑,多 模态模型拓展应用场景,厂商完善产品矩阵降低接入成本。企业AI需求从概念验证转向规模化落地, 带动MaaS及大模型解决方案进入结构性放量周期。 人工智能AIETF( ...
Anthropic收购 OpenAI抢人 “硅谷双强”打的什么算盘?
Di Yi Cai Jing· 2026-02-26 04:57
北京时间2月26日,美国AI头部公司Anthropic宣布收购视觉驱动计算机自动化AI初创公司Vercept,补全Computer Use功能的视觉短板。这是继2025年12月收 购全栈工具链初创公司Bun后,Anthropic第二笔收购案。 Computer Use是Anthropic为旗下大模型Claude打造的AI直接操控电脑的核心能力,让Claude可以像人一样"看屏幕、动鼠标、敲键盘、操作软件",完成多步 骤、跨应用的复杂任务,于2024年10月随Claude 3.5 Sonnet一同发布。 Vercept总部位于美国西雅图,由艾伦人工智能研究所(Allen Institute for AI,AI2)校友创立,定位视觉优先(Vision first)的AI Agent,主打"像人一样看屏 幕、操控电脑"的无API自动化。核心团队成员分别负责机器人与具身智能、AI Agent与强化学习等方向。 基于技术积累与创始团队背景,Vercept在2025年1月完成1600万美元的种子轮融资,估值约6700万美元,投资人名单包括前谷歌CEO埃里克·施密特、谷歌 DeepMind首席科学家杰夫·迪恩、Cruise ...
Minimax持续猛挖“龙虾肉”
Hua Er Jie Jian Wen· 2026-02-26 04:34
当"养龙虾"热潮席卷整个AI圈,Minimax顺势打响 AI 智能体"零门槛"革命。 2月26日,Minimax 上线了基于 OpenClaw(龙虾) 构建的云端 AI 助手——MaxClaw。 这款直接集成在 Minimax Agent 网页端的新工具,打出了三个核心卖点:零部署(点击即用)、免额外 API 费用、7×24 小时云端常驻。用户只需拥有 Minimax Agent 基础版订阅即可体验。 零部署与全天候待机是它的首要武器。用户不需要懂任何代码,也不需要购买服务器,只需在网页端轻轻一点,专属的云端容器就启动了。这种 7×24 小时 的云端挂载意味着,即使你关掉电脑、拔掉网线,AI 助手依然在各个社交平台和工作流中全天候站岗。 要知道,在 MaxClaw 出现之前,想要拥有一个真正属于自己的"龙虾"OpenClaw并没有想象中那么简单。 对于绝大多数被 OpenClaw 强大演示视频吸引来的普通用户而言,虽然官方有一键部署的脚本,但配置过程中要应对各种安装环境的报错,而部署成功后, 面临的考验不降反增。用户被迫充当"赛博运维",手动配置接口、管理各类 Token,根本谈不上真正的自动化体验。 比技术 ...
CGTN: Merz's China visit injects fresh momentum into China-Germany, China-Europe ties
Globenewswire· 2026-02-26 04:24
CGTN published an article on German Chancellor Friedrich Merz's official visit to China from February 25 to 26. The article highlights the significance of the visit and analyzes – from economic and political perspectives – how China and Germany have written a successful story of win-win cooperation, and how their partnership injects stability into China-Europe relations and global governance. BEIJING, Feb. 25, 2026 (GLOBE NEWSWIRE) -- German automaker BMW announced plans in April 2025 to start integrating a ...
AI除幻第一股诞生,高瓴君联赚疯,这家公司,押中OpenClaw万亿美元赛道
3 6 Ke· 2026-02-26 04:10
Core Viewpoint - The article highlights the emergence of Haizhi Technology as a leader in the AI sector, emphasizing its focus on process automation rather than merely conversational AI, aligning with the broader industry trend towards automation in business processes [1][2]. Group 1: Haizhi Technology's Market Position - Haizhi Technology achieved an unprecedented oversubscription of 4068 times during its IPO, marking it as the "subscription king" of the Hong Kong stock market for the year 2026 [1]. - The company is recognized as the "first stock to dispel AI illusions," focusing on practical applications of AI that enhance operational efficiency [2]. - Institutional investors, including Hillhouse Capital and Junlian Capital, have shown strong interest in Haizhi Technology, indicating a shift towards rational investment in AI [1]. Group 2: Industry Trends and Predictions - The article discusses the rise of the Agent industry, with OpenClaw signaling the beginning of a new era for personalized agents, which are expected to replace traditional app stores [3][4]. - There is a consensus that future applications will be dominated by agents, with predictions that 80% of current apps may become obsolete due to new agent service architectures [8]. - The article argues that the notion of "everyone having an agent" is misleading, as the true goal of industrial AI is process automation rather than individual assistance [9]. Group 3: AI in Business Processes - The core value of AI in enterprises lies in its ability to automate processes, ensuring compliance and efficiency, rather than merely providing conversational capabilities [10][12]. - The article emphasizes that AI's role in businesses will shift from being a tool for individual tasks to managing entire workflows autonomously [16][19]. - Future business operations will see AI taking the lead in process execution, with human roles evolving to support and optimize AI systems [29]. Group 4: Challenges and Future Directions - The article outlines two phases of industrial AI development: the initial phase focused on fine-tuning large models and the current phase centered on building agents, both facing significant challenges [30][35]. - Many enterprises are moving away from simplistic AI applications and are seeking more integrated solutions that understand their unique operational environments [39][40]. - The future of industrial AI will depend on establishing a robust knowledge system that connects data, computation, and processes, termed "AI Ready," which is crucial for enhancing efficiency [41][59].
MINIMAX-WP盘中涨超6% 高盛指其正处于高速增长阶段
Xin Lang Cai Jing· 2026-02-26 03:51
MINIMAX-WP(00100)盘中涨超6%,截至发稿,股价上涨2.72%,现报774港元,成交额5.73亿港 元。 2月26日早,Minimax发文介绍MiniMax Agent Expert的功能升级,同步介绍MaxClaw。据介绍,在 Expert 2.0中进一步优化了专家Agent的创建体验。用户不需要考虑Skill、SubAgent、MCP的配置,以及 提示词的结构编排,只需用自然语言描述任务目标或能力需求,Agent会根据目标完成SOP梳理、工具 编排与能力配置。与Expert 2.0升级同步,Minimax上线MaxClaw,基于OpenClaw构建的云端AI助手, 直接集成在MiniMax Agent网页端,为用户在云端部署并运行OpenClaw,无需自备服务器或API Key。 客户端 MINIMAX-WP(00100)盘中涨超6%,截至发稿,股价上涨2.72%,现报774港元,成交额5.73亿港 元。 2月26日早,Minimax发文介绍MiniMax Agent Expert的功能升级,同步介绍MaxClaw。据介绍,在 Expert 2.0中进一步优化了专家Agent的创建体验。用户 ...
Morgan Stanley Keeps an Overweight Rating on American Electric Power Company, Inc. (AEP)
Insider Monkey· 2026-02-26 03:38
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Morgan Stanley Retains an Equal Weight Rating on Duke Energy Corporation (DUK)
Insider Monkey· 2026-02-26 03:37
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to significantly enhance customer experiences across the company [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, representing a major shift in the global economy driven by AI innovation [2] - Major firms like PwC and McKinsey acknowledge that AI has the potential to unlock multi-trillion-dollar opportunities, reinforcing the optimistic outlook on AI's economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is believed to be redefining work, learning, and creativity, leading to increased interest from hedge funds and top investors [4] - There is speculation about an under-owned company that may play a crucial role in the AI revolution, suggesting that its technology could pose a threat to competitors [4] - Prominent figures in the tech industry, including Bill Gates and Larry Ellison, are heavily investing in AI, indicating a strong belief in its transformative potential [8]
TD Cowen Maintains a Hold Rating on Eversource Energy (ES)
Insider Monkey· 2026-02-26 03:33
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...
Morgan Stanley Retains an Equal Rating on Xcel Energy Inc. (XEL)
Insider Monkey· 2026-02-26 03:30
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...