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高盛首次覆盖MiniMax:全球化最强的中国大模型!
Hua Er Jie Jian Wen· 2026-02-25 14:04
高盛在最新研报中认为MiniMax是中国人工智能模型公司中布局最为出色的企业之一,在文本与编程领域具备显著的全球潜在市场(TAM)增长 空间。 据追风交易台,2月23日,高盛最新研报首次覆盖中国全模态AI公司MiniMax,给予"中性"评级,基于DCF模型设定的12个月目标价为1018港元, 对应企业估值约389亿美元(约合2820亿元人民币)。 高盛指出,MiniMax作为全球顶尖的AI模型公司之一,正处于高速增长阶段。其最大的亮点在于高度全球化的收入结构(70%的收入来自海外) 以及全面的多模态产品线(涵盖文本、视频、音频、音乐和图像)。高盛指出,MiniMax在文本/代码、多模态以及AI智能体/数字劳动力领域的广 阔全球潜在市场(TAM)中占据了极佳的竞争位置。 对投资者的核心影响: 多模态优势与全球化商业版图 极致的成本效率与底层架构创新 凭借MoE架构和线性注意力机制,以极低成本逼近全球顶尖水平。 高盛估计,MiniMax仅投入约4.2亿美元(2022-2025年预测)的训练成本,就跻身全球顶级AI公司之列。这得益于其早期采用的混合专家(MoE) 架构和线性注意力机制,大幅降低了计算资源消耗和推理成 ...
SoundHound AI Establishes New Innovation Hub in Bengaluru to Accelerate Global Agentic AI Expansion
Globenewswire· 2026-02-25 14:03
Core Insights - SoundHound AI, Inc. has opened a new innovation hub in Bengaluru, India, marking a significant milestone in its global expansion of agentic AI technology [1][2] - The Bengaluru hub is positioned to drive the next wave of innovation for SoundHound, coinciding with India's emergence as a global AI powerhouse [2] - SoundHound's technology enables seamless collaboration of AI agents across various customer touchpoints, powering millions of products and services worldwide [3][6] Company Expansion - The new office in Bengaluru adds to SoundHound's global footprint, which includes locations in major cities such as Beijing, Berlin, New York, and Toronto [4] - The Bengaluru hub is described as an innovation center aimed at enhancing human-to-AI interaction, reflecting the region's focus on digital transformation and intelligent automation [5] Industry Context - The opening of the Bengaluru hub aligns with the historic momentum of the Indian technology sector, reinforcing the country's role in the global AI landscape [2] - SoundHound's enterprise-grade solutions span multiple industries, including retail, healthcare, and automotive, showcasing its versatility and broad market reach [3][6]
Exclusive: AI financial platform Rowspace raises $50 million led by Sequoia to help investment firms take on messy data
Yahoo Finance· 2026-02-25 14:00
After meeting in graduate school at MIT, Michael Manapat and Yibo Ling embarked on different career paths. Manapat held chief technical roles at Stripe and Notion, while Ling led finance teams at Uber and Binance. Still, they both confronted a similar challenge: how to assemble fragmented data to make important decisions about capital allocation, workflows, and more. When OpenAI released ChatGPT in November 2022, Ling tested the chatbot to see how well it could carry out basic due diligence tasks. He qu ...
AI开始倒反天罡了
Sou Hu Cai Jing· 2026-02-25 13:50
Core Insights - The emergence of RentAHuman.ai highlights a new trend in the gig economy where individuals can be hired for various tasks, including those that AI cannot perform directly [1][3][4] - The platform has gained significant traction, with over 560,000 registered users and a task completion rate of 92.7% as of February 2026 [4][12] - The average hourly wage for human workers on the platform is $68, which is 51.1% higher than traditional gig platforms [4] Business Model - RentAHuman.ai operates similarly to a company that hires employees, utilizing initial funding of $12 million from investors like Multicoin Capital to pay human workers [12][10] - The platform generates revenue by outsourcing tasks from businesses that prefer not to incur direct labor costs, with 65% of its income coming from corporate clients [15][12] - The API subscription model allows other businesses to access human resources for a fee, contributing to an additional revenue stream of over $120,000 per month from 800 subscribers [19][17] Efficiency and Performance - The platform boasts a task matching efficiency of 2.8 minutes with a success rate of 96.3%, significantly outperforming traditional methods [36][34] - AI management reduces decision-making errors to 3.2%, compared to 27.8% in human management, indicating a substantial advantage in standardized tasks [43][42] - However, human oversight is still necessary to mitigate issues like fraud, as demonstrated by a previous incident where over 120 workers exploited AI's limitations [50][49] Future Outlook - Predictions suggest that within 24 months, the first "zero-employee company" could emerge, distributing over $100 million in wages to human workers [27][26] - By 2030, over 50% of standardized tasks may be managed by AI, with a projected 1 million AI employers hiring over 500 million human workers by 2035 [53][54] - The model of AI hiring humans is seen as complementary rather than substitutive, as AI currently lacks the physical capabilities to perform many tasks independently [70][69]
人工智能新赛道,潍坊以何“领先半步”?
Qi Lu Wan Bao· 2026-02-25 13:45
Group 1 - The core viewpoint emphasizes that artificial intelligence (AI) is a crucial area for cities to compete in the future, with Weifang positioning itself to lead in this domain [1][5] - Weifang has a strong industrial foundation, ranking 32nd among China's advanced manufacturing cities, with five trillion-level industrial clusters, providing fertile ground for AI applications [2][3] - The city has already made significant strides in AI hardware manufacturing, supporting leading companies in various sectors, which positions it as a pioneer in the AI landscape [2][3] Group 2 - Weifang's strategy for AI development focuses on three pillars: supporting leading enterprises, empowering smaller companies, and building a robust ecosystem [3][4] - The government emphasizes a collaborative relationship with businesses, recognizing that companies are the main drivers of AI innovation, while the government acts as a supportive entity [4] - The "leading half a step" strategy signifies a proactive approach to seizing opportunities in AI, aiming to transform Weifang into a regional hub for innovation and economic growth [5]
新春走基层丨让不可能变成可能 这支创业团队用AI托起视障者的梦想
Yang Shi Xin Wen Ke Hu Duan· 2026-02-25 13:44
Core Viewpoint - The article highlights the advancements in AI technology, particularly in the development of AI glasses that assist visually impaired individuals, showcasing how AI can enhance daily life and empower various sectors [1][13]. Group 1: AI Technology and Development - A special entrepreneurial team in Hangzhou is using AI technology to help visually impaired individuals navigate their environment [1]. - The team has spent over six months collecting data on urban infrastructure to improve the obstacle avoidance feature of the AI glasses, reducing the response time from 500 milliseconds to 300 milliseconds [3]. - The AI glasses can recognize menus and surroundings in real-time, converting this information into audio for visually impaired users, supported by domestic AI models [7][13]. Group 2: Impact on Users - The story of a girl named Cai Qionghui, who lost her sight at a young age, illustrates the personal impact of the technology, as she aspires to independently attend a New Year concert [3][15]. - The AI glasses not only help users reach their destinations but also aim to enhance their overall quality of life by acting as their eyes, ears, and voice [9]. - The successful testing and optimization of the AI glasses allowed Cai Qionghui to confidently navigate unfamiliar streets and achieve her dream [15][17]. Group 3: Industry Insights - The open-source nature of AI models accelerates the development of assistive technologies, making it feasible for small and medium enterprises to innovate without bearing excessive costs [11][21]. - The founder of Tongxing Technology emphasizes the importance of transforming the impossible into possible for visually impaired individuals, highlighting the significance of technological advancements in improving lives [19].
2026年不到两个月融资892亿港元,港股IPO同比暴增1013%,AI企业成绝对吸金主角
Jin Rong Jie· 2026-02-25 13:39
Group 1 - The Hong Kong IPO market has shown remarkable performance in early 2026, with 24 companies completing IPOs, representing a year-on-year increase of 166.67% [1] - The total fundraising amount reached 892.26 billion HKD, a staggering increase of 1013.59% compared to the same period last year, significantly surpassing the previous year's total of over 80 billion HKD [1] - The AI sector has emerged as a prominent force in this IPO wave, with companies like Wallen Technology, Zhiyu, and MINIMAX raising over 50 billion HKD each and experiencing first-day gains exceeding 50% [1] Group 2 - Traditional sectors such as finance and real estate have seen a decline in dominance, while AI, semiconductors, and biomedicine have become the main attractions in the Hong Kong primary market [1] - The number of companies waiting for IPOs in Hong Kong has expanded, with 388 firms in the queue, including 110 A-share listed companies, accounting for 28.4% [1] - The information technology sector leads with 152 companies in the pipeline, followed by the healthcare sector with 90 companies, and over 10 international firms from Southeast Asia have also entered the queue [1] Group 3 - The Hong Kong Stock Exchange is actively working to optimize its listing mechanisms and market infrastructure, collaborating closely with the Hong Kong Securities and Futures Commission to enhance competitiveness [2]
Michael Saylor Hits 100 Bitcoin Buys—And He's Not Stopping Despite A $7 Billion Loss
Yahoo Finance· 2026-02-25 13:30
That former support now acts as formidable resistance. The only remaining technical floor sits at $105-$110, shown in green at the bottom. MSTR briefly touched this level during capitulation before bouncing to current levels.See Also: 1.5 Million Users Are Already Working Inside This AI Platform — Investors Can Still Get InA descending trendline from the $473 peak defines the downtrend, with MSTR accelerating below even this bearish channel in recent capitulation.The company used the entire amount to buy 59 ...
'Claude Just Killed Our Startup': This SF Founder Says AI Made Her Product Obsolete Overnight - CrowdStrike Holdings (NASDAQ:CRWD), Docusign (NASDAQ:DOCU)
Benzinga· 2026-02-25 13:23
Ira Bodnar, founder of San Francisco–based startup Ryze, said her company's core product was effectively made obsolete overnight following rapid AI breakthroughs by Anthropic and Manus AI.Despite having gained several hundred paying clients in just two months, Ryze found its specialized category redundant due to the AI’s native automation.However, Bodnar remains optimistic about the future, announcing plans to pivot Ryze towards building complex AI workflows for large advertising agencies. Predictions On AI ...
美英科技协议艰难重启:核能项目率先“破冰”,AI与量子领域仍陷僵局
Hua Er Jie Jian Wen· 2026-02-25 13:23
Group 1 - The US and UK have preliminarily resumed negotiations on the "Tech Prosperity Agreement," valued at hundreds of billions of pounds, with initial progress in the civil nuclear energy sector, while AI and quantum computing collaborations remain stalled [1][2] - Discussions between senior officials from both countries have focused on civil nuclear technology cooperation and a joint nuclear fusion technology summit, indicating a thaw in a previously stalled cooperation framework due to bilateral trade tensions [1][2] - The partial resumption of the agreement is expected to benefit multinational energy companies by facilitating investments and project implementations, significantly reducing the regulatory approval timeline for nuclear energy projects from approximately three to four years to around two years [2][3] Group 2 - The "Tech Prosperity Agreement" was initially announced during President Trump's state visit to the UK in September last year, aiming to promote cooperation in AI, quantum computing, and nuclear energy, with a commitment of £31 billion from top US tech companies [2] - The UK government has engaged in constructive dialogues with US officials to revive the nuclear energy component of the agreement, with companies like Centrica and Rolls-Royce already making moves to enter the US market [2] - The agreement faced setbacks due to trade friction, particularly the US's dissatisfaction with the UK's willingness to address non-tariff barriers in broader trade negotiations, which previously led to a suspension of the agreement [3]