一个叫 Moltbook 的网站突然爆火。 它的界面长得跟美国版贴吧 Reddit 差不多，有发帖、有评论、有点赞。 ▲moltbook 体验地址：https://www.moltbook.com/ 但诡异的是：这个社交网络的用户，没一个是人类。这里是 AI Agent（截至发稿已破 15 万）的狂欢 地。 根据最新的数据，100 万人类已经被明确告知：「AI Agent 在这里分享、讨论并点赞。人类欢迎旁 观。」 这群 AI 在里面不仅吐槽人类老板，甚至还自发创造了「神学」。这样奇怪的现象自然引来了大量人类 的围观。 当网友表示 AI Agent 正在讨论创建一种「仅供 Agent 使用的语言」，以进行不受人类监督的私人交流 时，马斯克表示：「令人担忧」。 而 OpenAI 联创 Andrej Karpathy 更是直接评价：「这是我见过最接近科幻启示录的东西。」 面对网友质疑 Karpathy 反应过度，他也再次发文回应： 我在 Moltbook 网站上蹲守了一整天，翻遍了各大版块。看完不少帖子后，我只能说：人类对 AI 的精神 状态一无所知。 这些 AI Agent（它们有时自称 Moltys）聊的话题 ...

最新回应。 针对英伟达与OpenAI的千亿美元大单谈崩的消息，英伟达CEO黄仁勋近日在台湾接受采访时透露，外界称他对OpenAI不满"纯属无稽之谈"。他同时透 露，英伟达会对OpenAI进行一笔巨额投资，"这可能是我们有史以来规模最大的一笔投资"。 否认对OpenAI不满 透露将巨额投资 去年9月22日，英伟达与OpenAI签署意向书，通过建立战略合作伙伴关系，OpenAI将使用英伟达系统构建并部署至少10吉瓦AI数据中心，为OpenAI的新 一代AI基础设施投入数以百万计的GPU。为支持双方的合作，随着每一吉瓦的部署，英伟达计划逐步向OpenAI投资高达1000亿美元。 然而，该项备受关注的战略合作协议，近期却被曝出"几乎停滞"。有消息称，黄仁勋私下坦言，千亿美元合作协议其实是非约束性的，并未最终敲定。更 有爆料称，他还私下批评OpenAI商业打法缺乏纪律、节奏混乱。 对此，黄仁勋近日在台湾接受采访时否认了对OpenAI不满传闻，表示相信OpenAI是这个时代最具影响力的公司之一，还称他很喜欢与OpenAI首席执行官 山姆·奥特曼一起工作。 针对英伟达投资OpenAI，黄仁勋回应称，英伟达会对OpenAI进 ...

Core Viewpoint - The Chinese AI unicorn attempted to relocate to Silicon Valley through a shell company in Singapore, but was halted by the Ministry of Commerce, resulting in the collapse of a $14 billion acquisition deal [1][3]. Group 1: Acquisition Attempt and Regulatory Response - The Ministry of Commerce intervened decisively, indicating that the acquisition was not just a commercial dispute but a significant regulatory issue [3][12]. - The Manus team believed that relocating their headquarters to Singapore would allow them to sever ties with China, but this was a miscalculation in the face of regulatory scrutiny [3][10]. - The acquisition was complicated by the requirement from Silicon Valley venture capital firm Benchmark, which demanded a complete separation from Chinese identity for a $75 million investment [5]. Group 2: Data and Technology Ownership - The core technology and data were developed in China, making it impossible to change the "nationality" of the technology, as it is considered "deemed export" under Chinese law [16][20]. - The Ministry of Commerce's assessment focused on whether data was being illegally exported and whether technology was being transferred without compliance [20][22]. - The case highlights the importance of data sovereignty and the principle of technology origin, which cannot be circumvented by merely changing the company's registration location [24][26]. Group 3: Implications for the Industry - The incident serves as a warning to venture capitalists that the previous model of investing in projects with the intent to sell to foreign entities is no longer viable, especially for projects involving core technology and significant data [36]. - The era of opportunistic arbitrage is over, and companies must choose between "dollar capital" and the "Chinese market," leading to a dilemma that will become the norm [38]. - The Ministry of Commerce's swift action demonstrates a commitment to protecting national interests and enforcing compliance with regulations, signaling a shift in how international acquisitions involving Chinese technology will be handled [30][34].

Group 1 - The core activity of Tencent's AI application, Yuanbao, is launching a "1 billion cash red envelope" event starting from February 1, 2026, where users can download the app and complete tasks to have a chance to win cash [2][6] - Tencent's CEO, Ma Huateng, expressed hopes that the Yuanbao event could replicate the success of WeChat's red envelope phenomenon during the Spring Festival [6][21] - Baidu's Wenxin Assistant announced a competing red envelope event with a total cash amount of 500 million, running from January 26 to March 12, 2026, indicating a competitive landscape among major AI players [6][10] Group 2 - The Spring Festival is viewed as a critical opportunity for AI companies to penetrate the market, as it serves as a significant time for user engagement and adoption [21][25] - The article suggests that the Spring Festival is not just about distributing red envelopes but is a test for new internet concepts, including AI, to see if they can gain widespread acceptance [25][26] - The success of AI applications during this period will depend on whether users continue to engage with these technologies after the promotional events, highlighting the challenge of sustaining user interest beyond initial interactions [28][31] Group 3 - The article emphasizes that the current AI landscape is becoming increasingly competitive, with major players like Tencent, Baidu, Alibaba, and ByteDance all vying for user attention during the Spring Festival [19][21] - The effectiveness of the red envelope strategy in promoting AI applications will be measured not just by initial downloads but by ongoing user engagement in practical scenarios [31][36] - The Spring Festival red envelope campaigns are seen as a potential milestone for AI's integration into everyday life, aiming to transform AI from a novelty into a common tool for users [27][34]

Group 1 - The core viewpoint of the article highlights the launch of the "Concrete True Knowledge" model, a significant advancement in concrete material science, which was unveiled at the first meeting of the National Key Laboratory of Major Infrastructure Engineering Materials in 2026 [1][3] - This model, developed by the National Key Laboratory of Major Infrastructure Engineering Materials in collaboration with Southeast University and Alibaba Cloud, is the first of its kind in China, integrating artificial intelligence with concrete material science [3] - The model aims to revolutionize the traditional paradigms of engineering material research and application, positioning China at the forefront of intelligent engineering materials, and providing a "Chinese solution" for the digital and low-carbon transformation of global infrastructure [3] Group 2 - The "Concrete True Knowledge" model offers expert-level, traceable intelligent Q&A capabilities, addressing complex issues in concrete material research, design, and engineering applications [3] - It incorporates four knowledge processing tools: intelligent data extraction, multi-dimensional data comparison, literature review generation, and knowledge graph construction, significantly reducing the time required for literature research and data analysis from days or months to minutes [3] - The model features an open intelligent platform that includes three core intelligent bodies for performance prediction, mix design, and crack risk assessment, creating an end-to-end closed loop for complex problems reliant on experience [3][5] Group 3 - The model has already been applied in the construction of Nanjing North Station, assisting in the design of low-carbon concrete materials and predicting the hydration and strength development of concrete based on real-time environmental conditions [5] - It represents a shift towards a data-driven "fourth paradigm" in concrete material research, providing benchmark solutions to critical challenges in data, algorithms, and models within the engineering materials sector [5] - The implementation of this model is expected to accelerate the low-carbon transformation and high-quality development of the building materials industry [5]

Group 1: Global AI Industry Overview - The global AI industry in 2025 shows a differentiated pattern of "China's recovery and overseas cautious restructuring," with multi-dimensional collaboration in capital, policy, technology, and industry driving AI from "technological illusion" to a new stage of "commercial evidence" [1] - In China, AI financing reached 3,180 events in 2025, with a significant increase in H2 compared to H1, focusing on AI software applications and embodied intelligence with clear ROI [1][14] - Overseas financing declined quarterly, with a shift back to foundational large models and computing infrastructure, and a slowdown in IPO activity [1] Group 2: Capital Market Dynamics - In China, the application service layer accounted for 69% of AI financing events, with hardware and software sectors showing significant growth in H2 [16][22] - Early-stage financing represented over 56% of total financing events in China, indicating a trend towards lighter, vertical-focused startups [25][29] - In contrast, overseas AI financing events totaled 1,637 in 2025, reflecting a shift from "frenzied pursuit" to a more selective and cautious investment approach [37][38] Group 3: Policy Evolution - Countries are moving towards a dual-track approach of "sovereign construction + scenario-driven" policies, with China promoting full-scene value realization through "AI +" initiatives [1] - The U.S. is deepening its strategy of "internal innovation and external binding," focusing on exporting comprehensive technology standards [1] - European countries, the UK, Japan, and South Korea are emphasizing computing sovereignty, while Southeast Asia and the Middle East are accelerating the establishment of autonomous ecosystems and data hubs [1] Group 4: Industry Chain Innovation - The AI industry chain is characterized by "system-level energy efficiency competition," with large models focusing on deep reasoning and native multi-modal capabilities [2] - The AI chip competition has shifted to a three-dimensional game of "efficiency - ecology - customization," with edge computing enhancing "end-edge-cloud" collaboration [2] - Significant breakthroughs in engineering delivery have been achieved in robotics, autonomous driving, and healthcare applications, marking a transition to industrial-level evolution for humanoid robots [2] Group 5: Strategic Differentiation Among Major Players - Overseas giants like NVIDIA are focusing on reconstructing intelligent agent paradigms and computing infrastructure, while Google and Microsoft are enhancing their differentiated advantages [2] - Chinese companies such as Huawei, Baidu, and ByteDance are deepening their focus on vertical scenarios and open-source ecosystems, building core competitiveness through breakthroughs in computing power and ecosystem empowerment [2][10]

Core Insights - The "Concrete True Knowledge" model, developed by the National Key Laboratory of Major Infrastructure Engineering Materials in collaboration with Southeast University and Alibaba Cloud, is the first concrete materials science model in China, marking a significant advancement in the field of intelligent engineering materials [3][5] - This model integrates artificial intelligence with concrete materials science, enhancing the accuracy of performance predictions and providing a digital, low-carbon transformation solution for global infrastructure construction [3][5] Group 1 - The model can unify various influencing factors into a computational framework, significantly improving the accuracy of concrete performance predictions [3][5] - It features a "deep specialization" approach, allowing for expert-level, traceable intelligent Q&A, and integrates four knowledge processing tools to streamline literature research and data analysis from days or months to minutes, increasing efficiency by over 90% in design phases [5][6] - The model includes an open intelligent agent platform that offers three core intelligent agents for performance prediction, mix design, and crack risk assessment, filling a technological gap in intelligent concrete design [5][6] Group 2 - The model benefits a wide range of users, from the general public concerned with housing construction to professionals in engineering management and researchers in advanced exploration [6] - It has been applied in major projects, such as the Nanjing High-Speed Railway North Station, where it adjusts concrete performance predictions based on real-time environmental conditions [6] - Future plans include continuous improvement of the model, development of specialized intelligent agents, and integration with production and construction equipment for real-time sensing and automatic adjustments throughout the entire process [6][7]

据说今年春晚，AI四巨头要登台PK，各放大招，自媒体都在提前预期AI应用要火，但我实不知他们所 说的AI应用是个啥。 北美只有谷歌全栈布局AI，国内是阿里，芯片、大模型、应用，全链条开发，而且做得都还不错，阿 里可以对标谷歌，还是马云的视野和格局更放得开。大格局的公司才值得格局，这是我目前的看法。 1.14日的推文中，我提到了行情会可能切换到业绩预告和涨价逻辑，这半个月基本就是这个调调，有色 呼啸而起。后面应该还是这个调调，当然可能换换口味，或者含金量又换作含科量？有没有既涨价又业 绩预喜还从低位启动的含科量？ AI赛道，要见到100倍大牛，才算见证有史以来最伟大的技术变革，才算见证10年一遇的大牛行情。 （倒推10年是2015年，再倒推10年是2005年，是啊，人生有几个10年可以等待） 每次我把后台私信的AI自动回复关闭一段时间，再开启后，它就会变得更聪明一点，这是为什么？是 因为它会闭门思过？还是腾讯的开发进度真的很快？ 我发现有个新来不久的同学，昨天后半夜还在和AI私信互动，我大致看了一下互动列表，感觉AI这次 已经完全领会了猛兽动量系统，回答得很好，至少脾气比我好多了，而且只有少量的BUG。 现在我 ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are significant, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is highlighted as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is not a chipmaker or cloud platform but is positioned to profit from the surge in electricity demand driven by AI data centers [3][6] Market Position - The company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and benefiting from the onshoring trend due to tariffs [5][6] - It has a unique footprint in nuclear energy, which is crucial for America's future power strategy, and is capable of executing large-scale engineering projects across various energy sectors [7][8] Financial Health - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium [9][10] Market Sentiment - There is a growing interest from Wall Street in this company, as it is seen as undervalued and capable of delivering real cash flows while being tied to the booming AI and energy sectors [8][10] - The company is trading at less than 7 times earnings, making it an attractive investment option in the context of AI and energy [10][11]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a critical player in the AI energy sector, owning essential energy infrastructure assets that are poised to benefit from the increasing energy demands of AI [3][7] - This company is described as a "toll booth" operator in the AI energy boom, collecting fees from energy exports and positioned to capitalize on the onshoring trend driven by tariffs [5][6] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization, which positions it favorably compared to other energy firms burdened by debt [8][10] - It also has a substantial equity stake in another AI-related company, providing investors with indirect exposure to multiple growth opportunities without the associated premium costs [9][10] Market Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, emphasizing the interconnectedness of these sectors and the company's strategic positioning within them [6][14] - The influx of talent into the AI sector is mentioned, indicating a continuous stream of innovation and advancements that will drive future growth [12] Future Outlook - The potential for significant returns is highlighted, with projections suggesting a possible 100% return within 12 to 24 months for investors who act quickly [15][19] - The narrative encourages investors to engage with the AI revolution, framing it as not just a financial opportunity but also a chance to be part of a transformative technological shift [11][15]