2026 年元旦前后，多款 AI 视频生成 App 登上各国榜单，而这波集体增长的背后是一类题材的爆发，宠物/婴儿跳舞视频。 这次社媒风潮的起点是 12 月 21 日，一些博主开始在社媒上分享宠物/婴儿跳舞视频，截至目前，上图婴儿舞蹈的视频已经获得 260 万点赞，另有多条 12 月下旬发布的宠物舞蹈视频点赞量在 1 万-10 万之间。 嗅到流量气息，大量产品迅速跟进，形成了开年 AI 视频 App 的集体增长，比如冲上过美国总榜 Top10 的 AI Video 和 PoseAI。 1月10日美国iOS下载总榜｜图片来源：点点数据 而在这波风潮中，也有多家出海开发者的身影，许多舞蹈视频所采用的 Motion Control 功能的推出者，可灵，当仁不让，从 12 月 1 日到 1 月 31 日，完成 了千万次下载。 除可灵外，一家我们此前并没有那么熟悉的出海 AI 图片视频生成初创公司智象未来，也取得了颇为惊艳的增长效果，根据点点数据，智象未来旗下的 AI 视频 App vivago.ai，近 60 天（12 月 1 日-1 月 31 日）拿下了 1121 万全球双端下载量，尤其是在 1月中下旬，vivag ...

这就非常有意思了。 就在今天（2026年2月6日），Anthropic和OpenAI跟约好了一样，短短20分钟里先后扔出了两枚深水炸 弹，那就是，Claude Opus 4.6和GPT-5.3 Codex。 要把两家的发布拆成「它们到底在强化啥能力」来看，差别其实特别明显。 没有预热、没有铺垫，甚至没有留给市场消化的时间。这是一场极其明确的 「模型遭遇战」。 01 这场正面硬刚，清清楚楚标志着AI竞赛，已经从过去两年的「聊天对话能力竞赛」，正式切换到了一 个全新阶段，Agent自治时代。 说重点，Anthropic那边，核心三个点：可控的Agent行为边界、任务拆解和执行的稳定性，还有更明确 的人类监督和回滚机制。 它们没把Agent吹成「什么都能干」的全能选手，重点就强调一点：Agent必须在清晰的规则、权限和审 计框架下运行。 而OpenAI给出的方向，则明显更激进： 更强的自主规划能力、多步骤跨工具的持续执行，还有模型要对复杂目标负全责。说白了，信号很直 接，Agent能接管一整个任务流程，从看懂目标到最后交出结果。 总结一句就是，Anthropic在强调「别出错」，OpenAI在赌「先跑起来」。 这就 ...

Mark, it looks like this tech sell off has been around the world, but Nasdaq futures actually now in the green. Can we say we haven't yet reached peak tech. Not too sure.It's looking a little bit ugly here in Asia. And the poster child of the tech story there, the AI story in particular is the KOSPI index. Korean equities driven by people like Samsung and SK Hynix, and he's having a pretty rough day here in Asia and he looks like is going to end badly for the spree there.And that really is an indication tha ...

Conversion Improves Capital Structure, and Reinforces Nasdaq Compliance, Enhancing Shareholder Value Company Believes That Substantially All of the Converted Shares Have Been Sold FREEHOLD, N.J., Feb. 02, 2026 (GLOBE NEWSWIRE) -- Avalon GloboCare Corp. (“Avalon” or the “Company”) (NASDAQ: ALBT), a diversified company focused on the development of precision diagnostic consumer products and generative AI publishing and software, today announced the conversion of the majority of its outstanding debentures, sig ...

Core Insights - ThetaWave AI has successfully completed a multi-million dollar Pre-A funding round, with investments from BAI Capital, Hillhouse Capital, and MBA Fund, alongside existing shareholder Qiji Chuangtan [2] - The company aims to become the default knowledge acquisition platform for users, focusing on the potential of AI to provide personalized content [4] Financial Performance - ThetaWave AI is projected to achieve over $1 million in ARR by the second half of 2025, with current cash flow covering operational expenses [3] - The company has a user retention rate exceeding 80% in the second month and over 65% in the third month [22] Product-Market Fit - ThetaWave AI has identified a strong product-market fit (PMF) and has established a growth loop, indicating it is a high-performing product in its category [4] - The founder's personal experiences and extensive market research have validated the demand for personalized knowledge input solutions [15][18] User Demographics and Acquisition - The primary user demographic includes local students, particularly university students, with a significant portion being overseas Chinese students initially [21] - The company has successfully leveraged social media platforms like TikTok and Instagram for user acquisition, managing over 300 accounts to drive traffic [25][26] User Engagement and Retention - The platform's core functionality allows users to upload documents, which the AI then analyzes and organizes into various learning materials, enhancing user engagement [30] - The company emphasizes the importance of user feedback in refining product capabilities, creating a feedback loop that improves user experience [44][46] Competitive Landscape - ThetaWave AI differentiates itself from competitors like NotebookLM by focusing on understanding and facilitating knowledge acquisition rather than merely generating content [49][50] - The company believes its unique approach to content delivery and user engagement provides a competitive edge in the market [52] Long-term Vision - The long-term goal is to create a comprehensive content ecosystem that caters to diverse user needs, evolving from a tool to a platform that offers personalized knowledge experiences [76][78] - The company aims to redefine the next generation of content platforms by integrating high-quality knowledge with personalized user contexts [78]

该行认为，作为本地领先的生成式AI软件企业，商汤拥有自研的AI基础模型SenseNova及AI基建，为其 增长奠定稳固基础。预期商汤的生成式AI收入将持续增长，动力来自公司广泛的产品覆盖，以及针对 特定行业的定制化解决方案，能把握AI变现机遇。 高盛发布研报称，商汤-W(00020)管理层对公司扩展至多模态基础模型的发展方向持积极态度，此举能 提升成本效益比，并有助捕捉更多终端应用机遇。维持"买入"评级，目标价3.53港元。 ...

Group 1 - Nvidia reported a fiscal Q3 revenue increase of 62% year over year, reaching $57.0 billion, with net income climbing 65% to $31.9 billion, driven primarily by its data center segment which saw a 66% revenue increase to $51.2 billion [4][5]. - Nvidia's CEO highlighted that the AI ecosystem is rapidly expanding, with more foundation model makers and AI startups emerging across various industries and countries, indicating a strong growth trajectory for AI technologies [6]. - Nvidia shares are currently trading at a price-to-earnings ratio of 46, but the forward price-to-earnings ratio of 25 suggests analysts anticipate significant earnings growth over the next year, making the current valuation appear justified [7]. Group 2 - Palantir also experienced accelerated revenue growth in Q3, reflecting the impact of the AI boom, although its valuation is considered difficult to justify compared to Nvidia [8][9]. - Palantir's Artificial Intelligence Platform (AIP) is witnessing rapid adoption as it aims to enhance data usability for organizations in the AI era [10].

Core Insights - Investor confidence has been tested over the past year due to policy changes and a government shutdown, but sentiment is shifting positively as of 2026, driven by enthusiasm for artificial intelligence (AI) [1] IPO Predictions - Kraken has an 83% chance of going public before 2027, having already filed confidentially for a U.S. IPO, contributing to a trend among digital asset companies preparing for the U.S. equity markets ahead of the 2026 midterms [3] - Cerebras Systems, an AI chipmaker, has a 77% probability of announcing an IPO before next year, with plans to re-file after previously withdrawing its IPO paperwork [4] - Databricks, an AI software company, has a 70% chance of going public before 2027, having raised over $4 billion at a valuation of $134 billion [5] - Discord also has a 70% probability of announcing an IPO before 2027, with a last valuation around $15 billion [5] - Fintech firm Plaid has a 49% chance of going public, while defense tech company Anduril and apparel brand Skims both have a 46% likelihood [6]

Group 1: Palantir Technologies Overview - Palantir Technologies (NASDAQ: PLTR) has gained significant attention in AI and data analytics, with its stock increasing by 150% to $188 as of the latest report, driven by rising demand for enterprise and government AI solutions [1] - The company's strong momentum is attributed to its Artificial Intelligence Platform, increased commercial adoption, and ongoing government contract wins, which have revitalized interest in the broader AI software sector [1] Group 2: Competitive Landscape - Looking ahead to 2026, Palantir may face challenges from competitors, particularly Snowflake (NYSE: SNOW) and C3.ai (NYSE: AI), which are positioned to threaten PLTR's market dominance [2] - Snowflake is a cloud data and AI platform that is well-positioned as organizations migrate AI workloads into production, with a focus on stronger execution and monetization of AI services [3][4] - C3.ai specializes in ready-to-deploy AI applications across various sectors, including energy, manufacturing, healthcare, and defense, directly competing with Palantir in government and industrial use cases [7] Group 3: Snowflake's Developments - Snowflake's near-term outlook for Q1 2026 is influenced by corporate activities and partnerships, including potential acquisitions to enhance its AI monitoring capabilities and a data partnership with Palantir [5][6] - The leadership transition at Snowflake has led to improved sentiment around enterprise tech spending, emphasizing the importance of data platforms that support advanced analytics and generative AI [4] Group 4: C3.ai's Positioning - C3.ai has shown solid growth in generative AI offerings and is expanding its customer base in both enterprise and public sectors, with narrowing analyst expectations for future losses indicating progress toward profitability [10] - The company's performance is closely linked to federal spending trends, particularly in government and defense sectors, making it a focal point for investors despite market volatility [11]

Core Insights - The main challenge in investing in artificial intelligence is not the belief in the technology but identifying which companies will profit from it [2] Group 1: ARTY Overview - iShares Future AI & Tech ETF (ARTY) offers exposure to the entire AI value chain with $1.9 billion in assets and a 0.47% expense ratio [3] - The fund holds 67 companies, with a significant focus on technology at 66.4%, including semiconductors, data center infrastructure, cloud platforms, and AI software [3][4] - Vertiv Holdings is the largest holding at 5.95%, surpassing NVIDIA's 4.3%, indicating the importance of physical infrastructure in AI [3][5] Group 2: Diversification and Holdings - ARTY's diversification is notable, with no single holding exceeding 6%, and the top 10 holdings include major players across various sectors such as chip design, networking equipment, AI platforms, and hyperscalers [4] - The fund's balanced approach captures both infrastructure and software layers of the AI stack, making it a preferable choice over concentrated investments in single companies like NVIDIA [4] Group 3: Performance Metrics - ARTY has delivered a year-to-date return of 28.6% through December 2025, outperforming the S&P 500 by over 12 percentage points [5][7] - The fund's performance also exceeds the Nasdaq-100's return of 20.7%, showcasing its strong alpha generation compared to both the broad market and tech-heavy benchmarks [7]