【文/观察者网 熊超然】在人工智能（AI）这条赛道上，目睹中国强势崛起之后，美国又想变着法子打 压遏制。 当地时间2月19日，彭博社援引一名美国官员的消息报道称，特朗普政府正计划推出一项新的"和平 队"（Peace Corps）计划，派遣数千名美国科学和数学专业的毕业生到海外，以增强外国对美国技术的 依赖，并减少中国竞争产品的全球普及程度。 这名官员进一步称，这项名为所谓"科技军团"（Tech Corps）的计划，将在未来五年内向"和平队"伙伴 国家派遣多达5000名美国志愿者和顾问。该计划试图引导各国采用美国的AI硬件和软件，并减少对中 国技术的依赖。目前，中国是美国在AI领域的主要竞争对手。 这名官员还称，白宫科技政策办公室（OSTP）主任迈克尔·克拉齐奥斯（Michael Kratsios）将于当地时 间2月20日在"印度AI影响力峰会"上宣布这项计划，这将让已有60年历史的"和平队"在科技驱动的时代 被赋予新使命。 过去，所谓的"和平队"，是美国政府为在发展中国家推行其外交政策而组建的组织，旨在训练和派遣志 愿者开展国际援助活动，于1961年根据时任美国总统肯尼迪建议和国会通过的《和平队法》，在冷战的 ...

该行在报告中指出，智谱已经到达了一个重要的拐点，尤其是其全球API业务。GLM-4.5/4.6/4.7的发 布、以及明显地向智能体系统、工具增强推理和面向开发人员基础设施的战略性转变，表明公司正将其 技术路线图与日益界定全球前沿技术的能力维度相关结合。该行预计，随着GLM-5在开发者中的认可 度提升，使用率会快速提高，尤其是在以编码为中心的工作流中，这些工作流的支付意愿和使用强度较 高。 消息面上，智谱近期推出新一代旗舰模型GLM-5，并宣布旗下AI编程订阅套餐GLM Coding Plan涨价， 套餐价格整体涨幅自30%起。小摩发布研报称，API定价是前沿领先能力信号，它提供的实时市场出清 信号蕴含着模型能力的多维度讯息。此次涨价是模型能力增强的最明确体现。 智通财经APP获悉，智谱(02513)尾盘涨幅进一步扩大，总市值正式突破3000亿港元。截至发稿，涨 36.22%，报692港元，成交额29.1亿港元。 ...

李飞飞现身。 昨日（2月19日），由她创办的AI公司World Labs宣布，完成最新一笔10亿美元（约合人民币70亿元）新融资。 要知道，这距离World Labs成立才仅仅16个月。 更让人惊叹的是，World Labs估值已冲上50亿美元，成为全球AI浪潮中炙手可热的新贵，背后还集结了英伟达和AMD 两家超级巨头。 眼前，中国AI公司智谱和MiniMax正在迈向3000亿市值。不得不感叹，AI正掀起一场前所未有的造富风暴。 刚刚融资70亿 正在招人 故事的开头源于一顿晚餐。那是2023年初，李飞飞与硅谷风投a16z合伙人Martin Casado一次晚饭后的聊天，让她有了 创业的想法。 很快，李飞飞找来了曾经的学生Justin Johnson，Martin又为她推荐另外两名科学家Christoph Lassner和Ben Mildenhall。 至此，World Labs的联合创始团队集合完毕。 现在，World Labs融资阵容豪华——老股东英伟达、AMD等继续加码；乔布斯遗孀创立的家办Emerson Collective、资 管巨头富达（Fidelity）、Sea等机构悉数在列；新面孔则是全球工程设 ...

Core Insights - OpenAI is set to complete a new funding round that may exceed $100 billion, aimed at developing its artificial intelligence tools [1][3] - The total valuation of OpenAI, including this funding, is expected to surpass $850 billion, higher than the initial estimate of $830 billion, with a pre-money valuation maintained at $730 billion [1][3] Funding Details - The first part of this funding round will primarily come from strategic investors, including Amazon, SoftBank Group, NVIDIA, and Microsoft, with total commitments potentially nearing $100 billion if investments reach the upper limits of discussions [1][4] - Amazon is expected to invest up to $50 billion, SoftBank plans to invest up to $30 billion, and NVIDIA has discussed a potential investment of $20 billion [4] Future Investment Stages - The next phase of the deal will involve venture capital firms, sovereign wealth funds, and other financial investors, which could significantly increase the total fundraising amount [4] - Funds from corporate investors are anticipated to be received in batches or installments throughout the year [4] Strategic Partnerships - As part of its partnership with Amazon, OpenAI plans to expand its use of Amazon's chips and cloud computing services [4] - OpenAI's CEO, Sam Altman, noted the remarkable advancements of Chinese tech companies across the entire technology stack, indicating that they are approaching the technological frontier in many areas, including AI [4]

Group 1 - The competitive landscape in AI indicates that China may be closing the gap with the U.S., with advancements in physical AI models and video-based models, including Alibaba's new Quen model [1] - There are talented teams in China, such as the B dance team, contributing to the development of effective seed models [2] - The industry is facing significant constraints due to shortages in memory, GPUs, and electricity, which are impacting both deployment and research capabilities [3][4] Group 2 - The chip shortage is identified as a potential choke point for the AI industry, affecting the overall supply chain [4] - Companies with their own chip designs, like TPUs, have a competitive advantage, but reliance on a few key suppliers still poses risks [5]

Core Points - The AI Impact Summit in India has faced multiple controversies, including a public incident where two prominent CEOs refused to shake hands, highlighting tensions in the tech industry [2][3] - Bill Gates' absence from the summit, attributed to his involvement in the Epstein case, has raised questions about the event's credibility and organization [2] - Attendees have expressed dissatisfaction with the summit's logistics, including transportation issues that forced participants to walk long distances to the venue [3] Group 1 - The AI Impact Summit, claimed to be the largest ever, has been marred by issues such as the refusal of OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei to shake hands, creating a "break" in the chain of participants [2] - Gates' withdrawal from the summit was announced shortly before his scheduled speech, with a representative taking his place, indicating potential reputational risks for the event [2] - The summit's organization has been criticized, with reports of traffic chaos and inadequate arrangements for attendees, leading to frustration among participants [3] Group 2 - The refusal to shake hands between Altman and Amodei has sparked discussions on social media, reflecting underlying rivalries in the AI sector [2] - The sudden closure of the exhibition area to the public has caused dissatisfaction among participating companies, indicating potential mismanagement of the event [2] - Complaints about the logistical challenges faced by attendees, including long walks due to roadblocks, have been voiced, suggesting a need for better planning in future events [3]

Core Viewpoint - The stock of Zhiyu (02513) has surged nearly 30%, reaching a new high of 658.5 HKD, which is over 4.6 times its IPO price of 116.2 HKD, resulting in a market capitalization exceeding 290 billion HKD [1] Group 1: Company Developments - Zhiyu recently launched its next-generation flagship model GLM-5 and announced a price increase for its AI programming subscription package, GLM Coding Plan, with an overall price increase starting from 30% [1] - The price increase of the GLM Coding Plan reflects a change in industry pricing logic, where model vendors can convert "computing power scarcity" into gross profit and cash flow through tiered pricing and subscription products [1] Group 2: Industry Collaborations - According to Zhongke Shuguang, the SothisAI has been upgraded to fully integrate Zhiyu's GLM-5 and Alibaba's Qwen3.5 models, further simplifying and optimizing the construction and operation processes of enterprise AI platforms [1] - The "Taichu Yuqi" has completed deep adaptation work for several mainstream domestic open-source large models, including Zhiyu's GLM-5.0 and Alibaba's Qwen3.5-397B-A17B [1]

| 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 02513 | 智谱 | 21.06% | 615.000 | 2741.947, | 429.26% | | 02706 | 海致科技集团 | 20.25% | 144.300 | 577.82亿 | 433.26% | | 03317 | | 10.16% | 78.050 | 251.86亿 | 54.55% | | 00100 | MINIMAX-WP | 10.39% | 935.000 | 2932.49亿 | 466.67% | 港股市场AI概念股涨幅进一步扩大，其中，智谱大涨21%，海致科技大涨超20%，迅策、MINIMAX涨超10%。消 息面上，曙光SothisAI近日升级，实现智谱GLM-5、阿里Qwen3.5大模型全面接入，并进一步简化和优化企业AI平 台构建与运营流程。 ...

Key TakeawaysJapanese super-long bond yields declined on Friday, with the 40-year JGB yield falling 3.5 basis points to 3.540%.The 30-year JGB yield dropped 3 basis points to 3.300%, reflecting a stabilization in the Japanese debt market after weeks of historic volatility.A viral "awkward moment" at the India AI Impact Summit saw OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei refuse to hold hands during a symbolic group photo with PM Narendra Modi.The public refusal highlights the deepening rift betwe ...

Core Viewpoint - Nebius is experiencing significant demand for its AI infrastructure, indicating a strong market position and growth potential in the AI sector [1]. Company Updates - Nebius stock saw an increase of 5.76% in after-market trading on February 12, 2026, reflecting positive investor sentiment [1]. Industry Context - The video discusses broader trends affecting Nebius and other AI stocks, suggesting a growing interest and investment in AI technologies [1].