就在其全新办公 AI 工具引发软件股震荡仅数周后，Anthropic 正进一步深入办公场景。 该公司在周二的线上活动中宣布，将升级其 Claude AI 助手，使其在设计、人力资源、财富管理等特定 职业任务中表现更佳，同时支持在微软 Excel、PowerPoint 等应用内直接运行。 Anthropic 于今年 1 月推出了Claude Cowork，旨在将其广受欢迎的编码工具的实用性扩展到更多类型 的办公工作中。此后，该公司已进行多次更新：先是添加插件，增强其在金融、法律分析等领域的能 力；随后升级了驱动该智能体的 AI 模型，并推出了一款用于网络安全工作的新工具。如今，它正借助 更多行业专用工具，进一步向更广泛的办公领域推进。 这家 AI 公司快速密集的更新与迭代让华尔街措手不及，投资者担忧 AI 可能很快让其他企业的产品过 时，并引发大规模裁员。Anthropic 对此坚决否认 —— 该公司表示，其并非试图取代企业软件公司的产 品，这些产品已深度嵌入企业系统，并拥有处理敏感、专有数据的可靠工具。 相反，Anthropic 企业产品负责人斯科特・怀特表示，公司正在打造与现有软件和工具互补的产品。怀 特称 ...

21世纪经济报道记者 潇夏 深圳报道 华尔街"SaaS末日"惊魂 2月初，Anthropic发布的一款企业法务插件，加剧了SaaS等软件产业被AI取代的恐慌，奥多比（Adobe）、微软、甲骨文(ORACLE)、财捷(INTUIT)等软件巨 头遭到抛售。 继对全球软件股造成冲击后，Claude正式进军金融行业。 当地时间2月24日，美国人工智能初创企业Anthropic宣布，旗下Claude Cowork新增数款插件，覆盖财务建模、股票研究、投资银行、私募股权和财富管理等 领域。 业内人士分析指出，对金融从业者来说，这可能是目前最完整的AI金融工具集。不再是简单的问答，而是真正融入工作流的智能助手。金融插件让人一键 变身华尔街分析师正在成为可能。 该公司表示，这些插件已上传至 GitHub代码库开源。 与本月初"AI杀死软件"论调形成对比，本次Anthropic强调"合作而非取代"。部分供应商股价上涨。 华尔街甚至为其创造出一个新词，称为"SaaSpocalypse"（SaaS末日）。 不过，本次Anthropic在进军金融行业时，强调了"合作而非取代"。 据媒体报道，Anthropic企业产品负责人Scott ...

华尔街"SaaS末日"惊魂 继对全球软件股造成冲击后，Claude正式进军金融行业。 当地时间2月24日，美国人工智能初创企业Anthropic宣布，旗下Claude Cowork新增数款插件，覆盖财务建模、股票研究、投资银行、私募股权和财富管理等 领域。 业内人士分析指出，对金融从业者来说，这可能是目前最完整的AI金融工具集。不再是简单的问答，而是真正融入工作流的智能助手。金融插件让人一键 变身华尔街分析师正在成为可能。 该公司表示，这些插件已上传至 GitHub代码库开源。 与本月初"AI杀死软件"论调形成对比，本次Anthropic强调"合作而非取代"。部分供应商股价上涨。 Wind数据显示，2月25日Wind美国金融指数上涨1.54%，非银金融指数（8882216.WI）上涨1.27%，金融服务指数涨幅达2.47%。 金融科技板块方面，纳斯达克金融科技指数上涨2.21%，VISA、万事达卡、美国运通三大卡巨头均上涨，嘉信理财涨2.39%，美国最大互联网券商盈透证券 涨2.41%，COINBASE涨13.52%，50只成分股中37只上涨。 | | 代码 7 | 简称 | 收盘价(原始币种) | স | ...

Group 1: Market Impact of AI - The "Anthropic storm" has led to significant sell-offs in the stock market, particularly affecting enterprise software stocks like Microsoft, SAP, and ServiceNow, which have not recovered from the declines since early February [2][3] - The S&P 500 Software and Services Index has dropped approximately 15% since late January, erasing nearly $1 trillion in market value due to fears of AI disrupting traditional business models [2][3] - The introduction of AI tools by Anthropic, such as the legal plugin and security scanner, has caused substantial market reactions, leading to significant losses for companies like Thomson Reuters and CrowdStrike [3][4] Group 2: Emerging Job Opportunities - The demand for Forward Deployed Engineers (FDE) has surged, with a reported 42-fold increase in demand from 2023 to 2025, as companies seek to integrate AI into their workflows [6][7] - FDEs are seen as essential for bridging the gap between AI technology and its practical application in businesses, requiring a unique skill set that combines technical expertise with business acumen [8] - OpenAI and Anthropic are offering competitive salaries for FDE positions, with base salaries reaching up to $325,000 and $400,000 respectively, indicating a strong market for this role [7][8] Group 3: Investment Themes - The stock market is likely to see a revaluation of companies based on their ability to deploy and manage AI effectively, rather than simply possessing AI models [12][13] - Key beneficiaries in the AI era are expected to be companies providing AI deployment and governance infrastructure, such as cloud service providers and integrated service platforms [12][13] - The biggest losers will be those companies relying on outdated business models that do not leverage AI's capabilities to create data moats or integrated systems [13]

这一轮软件股暴跌以及各板块轮流上演暴跌的核心因素可谓是"AI颠覆一切"这一悲观论调。而"AI颠覆一切"论调自2 月以来可谓席卷全球金融市场，这种论调强势崛起的时点在于Anthropic重磅推出的一系列AI工具/代理式AI智能体协 作平台，引发全球股市SaaS订阅软件板块以及股票市场广义上的软件板块广泛抛售大浪潮。受这一严峻担忧情绪影 响，标普500软件与服务指数自1月下旬以来下跌约15%，并在短短一周内抹去接近1万亿美元市值。 震动始于本月早些时候，当时Anthropic为其Claude Cowork这一迅速风靡全球的代理式AI智能体发布了一款重磅法律 插件。这款能够极低技术门槛实现AI全自动化的合同审查超级工具，令汤森路透(Thomson Reuters)以及LexisNexis母 公司RELX等公司的市值蒸发了数十亿美元。 2月以来的"AI颠覆一切"悲观基调主要因市场愈发担心类似Claude以及OpenClaw(曾用名：Clawdbot、Moltbot)爆火且 病毒式蔓延的AI代理工作流可能削弱基于SaaS席位订阅营收模式的整个软件帝国，遭遇了罕见抛售，这一抛售迅速蔓 延到保险、房地产、卡车运输以及其他任 ...

Core Insights - Anthropic's acquisition of Vercept aims to enhance its AI model Claude's visual understanding capabilities, allowing it to perform complex tasks by directly interacting with software like a human [2][3] - Vercept's technology focuses on a vision-first approach, enabling AI to understand and manipulate UI elements without relying on code, achieving a high accuracy rate of 92% in UI element recognition [3] - The acquisition follows the release of Anthropic's Claude Sonnet 4.6, which has significantly improved its performance in complex tasks, nearing human-level accuracy [4] Company Overview - Anthropic was founded in 2021 by former OpenAI research vice president Dario Amodei and his sister, focusing on AI safety and research, with a total funding exceeding $30 billion since inception [5][6] - The company recently completed a $30 billion Series G funding round, raising its post-money valuation to $380 billion, making it the second-highest valued AI unicorn globally [5] - Anthropic's primary product line includes the Claude series of large language models, categorized into three tiers: Claude Opus (flagship), Claude Sonnet (performance-cost balance), and Claude Haiku (lightweight for real-time interactions) [6]

作者 |第一财经 樊志菁 美股周三上涨，延续前一交易日涨势。市场对人工智能带来的冲击与成本的担忧退居次位，取而代之的 是对这项新兴技术潜在利好的重新乐观情绪。截至收盘，道指涨307.65点，涨幅0.63%，报49482.15 点，纳指涨1.26%，报23152.08点，标普500指数涨0.81%，报6946.13点。 2026.02.26 本文字数：1596，阅读时长大约3分钟 | 道琼斯工业平均 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49482.15 | 23152.08 | 6946.13 | | +307.65 +0.63% +288.40 +1.26% +56.06 +0.81% | | | 明星科技股普涨，英伟达涨1.44%，微软涨2.99%，Meta涨2.25%，特斯拉涨1.94%，亚马逊涨1%，苹果 和谷歌涨约0.7%。 | 名称 | 现价量 涨跌幅量 涨跌 ▶ | | --- | --- | | 微软(MCROSO .. 400.635 2.99% 11.635 | | | MSFT.O | | | 脸书(META PL ... 653.690 2.25 ...

明星科技股普涨，英伟达涨1.44%，微软涨2.99%，Meta涨2.25%，特斯拉涨1.94%，亚马逊涨1%，苹果 和谷歌涨约0.7%。 | 名称 | 现价= 涨跌幅, 涨跌 = | | --- | --- | | MSFT.O | 微软(MICROSO ... 400.635 2.99% 11.635 | | 脸书(META PL ... META.O | 653.690 2.25% 14.390 | | 特斯拉(TESLA) TSLA.O | 417.330 1.94% 7.950 | | 英伟达(NVIDIA) NVDA.O | 195.625 1.44% 2.775 | | 亚马逊(AMAZON) AMZN.O | 210.640 1.00% 2.080 | | 苹果(APPLE) AAPL.O | 274.240 0.77% 2.100 | | 谷歌(ALPHABE ... | 313.030 0.68% 2.110 | | GOOG.O | | 金融板块发力，花旗涨4.35%，高盛、美银、摩根大通、富国银行均涨超2%。 费城半导体指数涨超1.5%，英特尔涨1.65%，博通涨2.10%。 *三大股指 ...

美股软件ETF反弹超2%，甲骨文、IBM企稳。 *三大股指普涨，纳指涨近1.3%； *中长期美债收益率小幅走高，10年期美债报4.04%； *纳斯达克中国金龙指数跌近0.5%。 美股周三上涨，延续前一交易日涨势。市场对人工智能带来的冲击与成本的担忧退居次位，取而代之的 是对这项新兴技术潜在利好的重新乐观情绪。截至收盘，道指涨307.65点，涨幅0.63%，报49482.15 点，纳指涨1.26%，报23152.08点，标普500指数涨0.81%，报6946.13点。 【热门股表现】 明星科技股普涨，英伟达涨1.44%，微软涨2.99%，Meta涨2.25%，特斯拉涨1.94%，亚马逊涨1%，苹果 和谷歌涨约0.7%。 | 名称 | 现价 = = 涨跌幅, | 涨跌 = | | --- | --- | --- | | MSFT.O | 微软(MICROSO... 400.635 2.99% 11.635 | | | 脸书(META PL ... | 653.690 2.25% 14.390 | | | META.O | | | | 特斯拉(TESLA) | 417.330 1.94% 7.950 | | | T ...

Nasdaq lead gains as tech stocks resurgent ahead of Nvidia and Salesforce earnings Proactive uses images sourced from Shutterstock 11:35am: Circle, Cava soar Circle Internet Group (NYSE:CRCL), the issuer of the world’s second-largest stablecoin, saw its shares surge 23% on Wednesday after reporting a strong fourth-quarter profit, driven by growing demand for its USDC stablecoin. The company posted revenue of $770 million, beating analyst estimates of $744 million and marking a 77% increase from a year e ...