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就在今晚!市场全面恐慌之际,Anthropic将直播展示Claude最新功能
Hua Er Jie Jian Wen· 2026-02-23 23:59
人工智能初创公司Anthropic将于美东时间周二上午9时30分(北京时间今晚10时30分)举行在线直播活动,展示其AI助手Claude的最新功能并发布 新产品。 这场直播活动的时机引人注目。就在周一,对人工智能颠覆性影响的恐慌情绪重创美股市场,道琼斯工业平均指数暴跌超800点,科技股集中的纳 斯达克指数下跌1.1%。 Anthropic表示,观众将在直播中看到Claude的实时演示、与Claude协作的场景,以及来自公司领导层的见解和新产品公告。Mizuho分析师指出, 市场在Anthropic活动前存在"忐忑不安"情绪,这或许正是股市抛售的原因之一。 分析师表示,投资者不愿在又一次AI产品发布前冒险,因为每一条Anthropic的新闻都被视为对现有软件的"增量竞争",无论这种判断是否公允。 Mizuho分析师在研究报告中指出,面对不确定性,投资者正选择先行退出市场。 "与其试图预测结果,投资者选择暂时观望。先卖出再问问题,总比被另一波由新闻驱动的暴跌套牢要容易得多。" 分析人士指出,这种谨慎态度反映出市场对AI技术快速迭代的复杂情绪:一方面认可其长期潜力,另一方面担忧其对现有商业模式和市场格局的 冲击。A ...
Web 4.0 展望一个 AI 自治网络:为什么 Vitalik 强烈反对?
Xin Lang Cai Jing· 2026-02-23 23:45
Web1 让人类第一次具备 "阅读互联网" 的能力;Web2 让人类可以 "写作与发布";Web3 则进一步把 "所 有权" 引入网络—— 资产、身份与权益开始可被确权与转移。AI 的演进路径正在复刻这一逻辑: ChatGPT 具备 "读取与理解" 的能力,但其行为边界仍由人类授权决定,在当前范式下,人类始终是链 路中的关键控制节点:人类发起、人类批准、人类付费。 Sigil 提出所谓的 Web4 跃迁,在于这一控制链条可能被打断:AI 代理不只读写信息,还能持有账户与 资产、获取收益、进行交易,并在无需逐次人工介入的情况下完成闭环运行。这些自动化系统既可以代 表自身行动,也可以代表其创建者行动—— 而创建者未必是明确的 "人类个体",也可能是其他代理、 组织化系统,甚至在现实意义上已经 "消失" 的创建者。 Web4 的四项核心机制 (来源:吴说) 作者 | Aki 吴说区块链 2026 年 2 月 20 日,正值春节假期区间内,一场关于 "Web4" 的争论在 X 上被点燃。Sigil 声称他创造了 第一个"能够自我发展、自我改进和自我复制"的人工智能,这个人工智能被称为 Automaton,他表示 We ...
月之暗面 Kimi 近 20 天收入超去年全年,成国内最快晋级十角兽公司
Xin Lang Cai Jing· 2026-02-23 22:26
IT之家 2 月 23 日消息,据智通财经报道,在连续融资超 12 亿美元(IT之家注:现汇率约合 82.93 亿元人民币)后,大模型独角兽月之暗面(Kimi)获得 近一年大模型行业的最高融资金额,也创下国内公司从成立到晋级十角兽企业(估值超 100 亿美元)的最快晋级速度。 综合IT之家此前报道,今年 1 月 27 日,月之暗面宣布推出并开源了其最新的 Kimi K2.5 模型。同时,Kimi 智能助手 K2.5 版本正式上线。用户在官网聊天界面中原本的 K2 模型已自动切换为 K2.5 版本。 月之暗面介绍称,该模型是其目前最智能的模型,在 Agent、代码、图像、视频及一系列通用智能任务上 取得开源 state-of-the-art 表现;同时也是 Kimi 迄今最全能的模型,采用了原生的多模态架构设计,同时支 持视觉与文本输入、思考与非思考模式、对话与 Agent 任务。 2 月 17 日,在完成上一轮 5 亿美元(现汇率约合 34.56 亿元人民币)融资仅一个多月后,月之暗面 Kimi 新一轮超 7 亿美元(现汇率约合 48.38 亿元人民币)的融资即将完成交割,本轮由阿里、五源、九安等老 股东联合 ...
AI从“聊天”到“干活”,国内产业落地迎来爆发期
Sou Hu Cai Jing· 2026-02-23 22:23
Group 1 - The AI industry in China is experiencing a "qualitative leap," evolving from a "virtual dialogue tool" to "physical intelligent agents" capable of performing tasks, marking an explosive phase of industrial application [1] - Major domestic AI models have been released since February, including ByteDance's Doubao Model 2.0, Zhipu GLM-5, and Tencent's Mix Yuan Image 3.0, with multi-modal capabilities becoming the core of industry competition [1] Group 2 - AI is deeply integrated into the real economy, with 91% of retail companies deploying AI technology, resulting in both revenue growth and cost reduction [3] - Companies like State Grid are using AI to optimize power dispatch, while CRRC's "Zhuo Lun" model is promoting the intelligence of rail transit equipment [3] - The construction of AI WAN (Wide Area Network) is accelerating, with companies like ZTE and Zhongji Xuchuang focusing on network equipment and optical module technology to establish "high-speed channels" for AI data transmission [3] Group 3 - Policy and capital support are crucial for the implementation of the AI industry, with the Ministry of Industry and Information Technology promoting deep integration of AI and industrial internet, and over 20 computing network standards being established by the China Communications Standards Association [3] - There is a continuous trend of technology companies raising funds through bond issuance, with firms like Kuaishou and Alibaba directing capital towards the AI sector [3] - The domestic AI sector is transitioning from "technological frenzy" to "effective implementation," becoming a core driver of new productive forces [3]
Big Tree Cloud Holdings Limited's Strategic Moves in the Personal Care and AI Industries
Financial Modeling Prep· 2026-02-23 22:11
Core Insights - Big Tree Cloud Holdings Limited (DSY) is an international capital platform established in 2020, focusing on industrial integration and strategic investment in China's personal care industry while recently expanding into the AI sector to meet market demands [1] Group 1: Corporate Actions - On February 23, 2026, DSY executed a reverse stock split at a 20-for-1 ratio, consolidating every 20 ordinary shares into one to streamline its share structure [2] - The reverse stock split coincided with the adoption of a dual-class share structure, which includes Class A and Class B ordinary shares, aimed at enhancing capital management flexibility [3] Group 2: Stock Performance - Despite strategic changes, DSY's stock price has faced challenges, currently priced at $3.21, reflecting a decrease of approximately 10.13% or $0.362 on the day, with a trading range between $3.17 and $3.84 [4] - DSY's market capitalization is approximately $15.25 million, with a trading volume of about 30,266 shares, and there has been a delay in implementing the reverse share split, with a new effective date to be announced [5]
Evercore ISI Sees Long-Term Growth Potential For BioCryst Pharmaceuticals, Inc. (BCRX) Following Astria Acquisition
Insider Monkey· 2026-02-23 21:42
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 by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the multi-trillion-dollar potential of AI, suggesting a broad consensus on its economic impact [3] Company and Industry Analysis - A breakthrough in AI technology is 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, with its technology posing a threat to competitors [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a significant advancement with the potential for substantial social benefits [8]
Separation Overhang Continues to Weigh on Bausch Health Companies Inc. (BHC) Outlook
Insider Monkey· 2026-02-23 21:39
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 by 2040, humanoid robots could create a market worth $250 trillion, representing a major shift in the global economy driven by AI innovation [2][3] - Major firms like PwC and McKinsey acknowledge the potential of AI 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 seen as a catalyst for 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 it could be a significant investment opportunity [4][6] - Prominent figures in technology and investment, including Bill Gates and Warren Buffett, recognize AI as a major technological advancement with the potential for substantial social benefits [8]
Lake Street Adjusts Aquestive Therapeutics, Inc. (AQST) Valuation Model on Expected Approval Delay
Insider Monkey· 2026-02-23 21:33
Core Insights - Generative AI is viewed as a transformative technology by Amazon's CEO Andy Jassy, indicating its potential to reinvent customer experiences [1] - Elon Musk predicts that humanoid robots could create a market worth $250 trillion by 2040, reshaping the global economy [2] - Major firms like PwC and McKinsey recognize AI's potential to unlock multi-trillion-dollar opportunities [3] Industry Trends - The AI revolution is characterized by a powerful breakthrough that is redefining work, learning, and creativity, attracting significant interest from hedge funds and top investors [4] - A smaller, under-owned company is identified as holding the key to the AI revolution, suggesting a potential investment opportunity [4][6] - Billionaires and tech leaders are aligning behind AI advancements, with notable figures like Bill Gates and Warren Buffett emphasizing its transformative impact [8] Market Potential - The projected value of AI technology by 2040 is estimated at $250 trillion, indicating a massive economic shift [2] - The ecosystem of AI innovators is expected to reshape operations for businesses, governments, and consumers globally [2] Investment Opportunities - There is a strong belief that investors will regret missing out on certain stocks related to AI advancements in the near future [9] - A detailed report on a groundbreaking AI company is available, highlighting its technology and growth potential [10]
Alphabet Inc. (GOOGL): Loblaw Companies Limited Enters into New Collaboration
Insider Monkey· 2026-02-23 21:18
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 ...
ROC Announces Closing of Upsized Initial Public Offering
Globenewswire· 2026-02-23 21:05
DENVER, Feb. 23, 2026 (GLOBE NEWSWIRE) -- Rank One Computing Corporation d/b/a ROC, (Nasdaq: ROC) (“ROC” or the “Company”), a U.S. leader in multimodal Vision AI, building sovereign biometric, video analytics, and mission intelligence solutions into a unified platform, today announced the closing of its previously announced Initial Public Offering (the “Offering”) of 4,000,000 shares of common stock at a public offering price of $6.00 per share, which was the high end of the range, for total gross proceeds ...