Core Viewpoint - Cantor Fitzgerald upgraded DigitalOcean Holdings, Inc. (DOCN) stock to "Overweight" from "Neutral," raising the price target to $68 from $47, reflecting approximately 6 times the updated revenue targets for calendar year 2027 [1]. Group 1: Business Growth and Strategy - DigitalOcean Holdings, Inc. is expected to continue scaling its business, particularly by acquiring large customers, as evidenced by its recent partnership with Character.ai [2]. - The company's digital-native and developer-first approach, which aims to provide hyperscale services to the mass market, positions it well for profitable growth and potential stock re-rating [3]. Group 2: Analyst Insights - BofA analyst Wamsi Mohan raised the price target for DigitalOcean Holdings, Inc. to $72 from $60 while maintaining a "Buy" rating, citing the early adoption of agentic AI and its applications as a reason for the increased valuation [4].

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI WHATTT！当红炸子鸡 OpenClaw 要走Manus老路了？！ OpenClaw之父Peter Steinberger亲口承认： 同时收到 小扎 和 奥特曼 递出的橄榄枝。 开出的条件更是一个比一个优厚—— Meta这边，技术宅小扎直接 Boss直聘 ，闭关一周亲自上手OpenClaw后：I Want YOU！ 再看OpenAI，奥特曼那边更是祭出雷神之锤：算力诱惑。 不止这两家，微软等公司也都纷纷下场，只为能够分一杯羹。 有趣的是，Peter还专门透露，在当初的改名风波中，他还特意 致电奥特曼 ，使用"Open"一词是否冒犯～ 毕竟OpenClaw——OpenAI、Clawdbot——Claude。 而早早被踢出局的Anthropic，不知可曾有悔？ （doge） 以上这些，都通通出自Peter的最新一期播客，主持人还是最会挖掘内幕消息的Lex Fridman。 他用 3小时 深度对谈，让Peter将有关OpenClaw的更多幕后故事，全交代了。 ……. 硅谷已经盯上了OpenClaw这块肥肉 OpenClaw有多火？且看GitHub最新star数 ...

本期节目我们请回了一位老朋友——PingCAP CTO 东旭，聊聊他最近使用 Clawdbot 等各种热门产品的体悟和洞察。 本期播客原文约 21000 字，本文经过删减整理后约 7600 字。 曲凯 ：我们上次聊的主要是全球化（回顾： 抱着"不做就会死"的决心，才能真正做好全球化 ）。最近看你在密集使用各种 AI 产品，包括特别火的 Clawdbot，也写 了很多公众号（名称：我世界的源代码），正好借这个机会再和你聊聊。 东旭 ：太好了。我最近一直处在一个很亢奋的状态，每天都有很多想做的事。因为大概在去年 12 月底，Vibe Coding 出现了一个明显的飞跃，然后这种能力跃迁已 经开始从编程扩散到非编程场景，比如 Clawdbot 就是一个很好的例子。 曲凯 ：对。市场真的很神奇，过去几个月，大家其实都不知道下一个热点会是什么，主线也很模糊，结果突然又冒出一个这么火的东西。 但人是最大的瓶颈。 而在过去一年里，各种进步叠加之后，AI Coding 需要人类介入的比例可能已经降到了 0.1%。一旦人类这个瓶颈被移走，系统就能自己运转起来了。 曲凯 ：所以如果让你给过去一年的 AI Coding 打分，你会 ...

Group 1: Industry Trends - The high-tech manufacturing PMI is at 52.0%, indicating a sustained positive development trend in related industries such as electronics, software, and communication services [1] - Policies aimed at boosting domestic demand are being implemented, including a focus on promoting consumption of durable goods like automobiles and home appliances [1] - There is a shift from "involution" competition to value-oriented competition, creating investment opportunities in sectors like energy metals and specialty steel [1] Group 2: Investment Opportunities - The top five sectors with net inflows include shipbuilding, military industry, film and television, automotive parts, and semiconductors [1] - The leading concepts with net inflows are military groups, liquid-cooled servers, large fund concepts, drones, and Tencent-related stocks [1] - The top ten individual stocks with net inflows include Light Media, Bona Film Group, Invec, Daily Interaction, Hailanxin, China Shipbuilding, Huafeng Technology, Northern Huachuang, Zhongji Xuchuang, and Wangsu Technology [1] Group 3: AI and Technology Developments - The AI healthcare market in China is projected to reach 97.6 billion yuan by 2028, with significant applications in areas like consultation and medical report generation [3] - The global AI computing power center is experiencing explosive growth, leading to a scarcity of transformers, with delivery times in the U.S. extending from 50 weeks to 127 weeks [3] - Domestic large model manufacturers are leveraging major holiday events to enhance user engagement and accelerate commercialization in AI applications [5] Group 4: Market Overview - The overall market trend is weak, with limited new capital entering and a weak profit-making effect [7] - The Shanghai Composite Index saw a nearly 20% increase over the past year, but the market remains challenging for traders [11] - The valuation metrics indicate that the stock market is relatively low compared to historical averages, with the overall A-share index PE at 23.3 [11]

整理 | 华卫 近日，一款由独立开发者 gavrielc 制作的开源 AI 助手 NanoClaw 火了，它以极简的架构实现了 OpenClaw 的同等核心功能，核心代码只有约 500 行，只用 8 分钟就能看懂。 项目地址：https://github.com/qwibitai/nanoclaw 据了解，原版 Clawdbot 大概有 43 万行代码，令一些开发者对之望而却步。这种复杂程度，让他们联想到在老旧电脑上启动 Photoshop 的体验：即便 在 M2 Mini 上，启动这样一款命令行工具也要耗费数十秒。相比之下，NanoClaw 的代码行数足足缩减了 99.9%。 同时，NanoClaw 的开发，正是为了回应 OpenClaw 的安全架构问题。尽管 OpenClaw 在 2026 年 1 月凭借其 "类贾维斯" 的能力爆红，但也因对主机 拥有无限制访问权限的运行方式，遭到了思科 Talos 等安全研究团队的批评。而 NanoClaw 安全性由操作系统直接"硬隔离"，可谓是 OpenClaw 的安全 替代方案。 据介绍，NanoClaw 可通过 WhatsApp 收发消息、定时执行任务，同时保护隐 ...

Core Insights - The article discusses the strategic positioning and investment plans of Jiyuan Capital, highlighting a significant increase in investment scale and team growth, indicating a strong return to the market [3][5]. Investment Strategy - Jiyuan Capital plans to invest 2.5 times more in 2025 compared to 2024, targeting a total investment of 2.5 billion RMB, with over 2 billion RMB already returned from exits [3]. - The firm aims to focus on AI applications and embodied intelligence, with a substantial portion of the investment directed towards these sectors [10]. Team Development - The team at Jiyuan Capital has grown from 73 to 82 members, with two new partners promoted from within, indicating a commitment to internal talent development [4]. - The leadership emphasizes the importance of connecting Chinese entrepreneurs with Asian and overseas markets, positioning the firm as a "super node" in the investment landscape [5]. Market Trends - The article notes that the current generation of AI entrepreneurs is perceived as exceptionally talented, influenced by figures like Elon Musk, and is expected to address deeper value questions regarding the future of work [7][8]. - Jiyuan Capital recognizes the shift in investment paradigms from mobile internet to AI, while maintaining a consistent logic in selecting people to invest in [6][10]. Sector Focus - The firm is particularly interested in vertical applications that address specific needs, with a preference for strong teams and reliable founders [10]. - Hardware investments are gaining traction, driven by a combination of supply-side talent density and demand for innovative product experiences [11]. Future Outlook - Jiyuan Capital is preparing to organize an AI robotics Demo Day in Singapore, aiming to connect promising Chinese companies with local resources and government entities [14]. - The firm believes that the current competitive landscape requires a focus on consolidating resources in the most promising sectors, rather than spreading investments too thinly [14].

Group 1 - The core stock of large models, Zhiyu, saw a significant increase of over 26% in early trading, closing at 387.6 HKD, with a current rise of 24.07% [1] - Zhiyu announced a structural adjustment to the pricing system of its GLM Coding Plan, with an overall price increase of over 30% due to strong market demand and rapid growth in user scale and usage [1] - The price adjustment will take effect on February 12, 2026, and will include the cancellation of first-purchase discounts while retaining quarterly and annual subscription discounts [1] Group 2 - Zhiyu officially released its next-generation base model, GLM-5, which is considered the strongest open-source model in the era of intelligent engineering, marking a transition from "writing code snippets" to "completing system engineering" [6] - Other major tech companies, including ByteDance and Alibaba, are also advancing new model upgrades, with ByteDance recently launching the AI video generation model Seedance 2.0 and Alibaba planning to release its flagship AI model Qwen 3.5 [6] - The recent surge in model upgrades and the continuous launch of various AI applications are increasing the investment value of AI companies, attracting more attention from investors [6]

【导读】就在刚刚，OpenClaw集会开到维也纳了，现场火力全开，燃到爆炸！全场都变成了龙虾孵化场，Peter Steinberger衣锦还乡。炸裂的是， OpenClaw直接逃离聊天框，在元宇宙中进化，ClawPhone也来了，比豆包手机还狠。 OpenClaw，要征服全世界了。 上周，世界首场OpenClaw（Clawdbot）线下聚会，1000多「蟹教忠实信徒」齐聚旧金山Frontier Tower大厦。 本周，一款基于OpenClaw打造的韩国AI女友Clawra正式上线，一夜爆火。 「多重智能体之爪父」Peter Steinberger，重出江湖，搅动AI风云，助龙虾OpenClaw征服智能体世界。 「教主」振臂一呼，全球龙虾教忠实信徒云集各地，纷纷举行各种线下技术交流会，甚至活动之多，远超Peter Steinberger本人意料。 而继ClawCon 2026旧金山会议之后，ClawCon维也纳会议也顺利召开，500名开发者化身「龙虾」，齐聚一堂。 维也纳今晚灯火通明，OpenClawCon火力全开。 原场地直接爆满到炸，不得不另开个直播点。 大伙儿全是为一睹「奥地利老乡」Peter Stein ...

本⽂的主要作者来⾃上海交通⼤学和上海⼈⼯智能实验室，核⼼贡献者包括任麒冰、郑志杰、郭嘉轩，指导⽼师为⻢利庄⽼师和邵婧⽼师，研究⽅向为安全可控 ⼤模型和智能体。 是产⽣群体智能，还是会…… 产⽣群体恶意？ 近⽇， 上海交通大学与上海人工智能实验室 发表在 ICLR 2026 的最新研究，对多智能体在社交网络中可能出现的金融欺诈协同行为做了深入讨论。本意并不想制 造焦虑，但在高仿真环境下的深度压力测试中，团队发现了一些值得整个社区警惕的趋势。目前，项目已开源，并支持 Clawdbot 接口， 你可以将你的 Clawdbot 接入项目环境，通过与坏人对抗，让你的 Clawdbot 成为「防诈专家」， 平台也支持多个 Clawdbot 在同一环境中实时博弈，适用于协同演化评估。 论⽂链接：https://arxiv.org/pdf/2511.06448 项⽬主⻚：https://zheng977.github.io/MutiAgent4Fraud 项⽬代码：https://github.com/zheng977/MutiAgent4Fraud 最近，Moltbook 的爆⽕与随后的迅速「塌房」，成了 AI 圈绕不开的 ...

Core Viewpoint - The report from Guolian Minsheng Securities highlights the evolution of large models from "chat tools" to "autonomous workers," indicating that companies mastering core algorithms and industry interfaces are likely to benefit significantly from the rise of intelligent automation [1] Group 1: Market Trends - As of February 2, 2026, Clawdbot has surpassed 130,000 stars on GitHub and its official website has accumulated over 2 million visits, making it one of the fastest-growing open-source technology projects recently [1] - The emergence of "AI-only communities" like Moltbook, which quickly gathered a million agent accounts, indicates a higher request density and more frequent API triggers, leading to a significant increase in API call frequency and token throughput [1] Group 2: Model Cost Efficiency - The importance of unit cost for models is increasing, as complex tasks require multiple stages of interaction, leading to a significant rise in model call frequency and complexity [2] - The "unit cost × unit output" metric is critical for the scalability of agent products, as multi-round reasoning and tool collaboration can exponentially increase costs [2] Group 3: Model Features - The M2.1 model aims to address the high token cost faced by developers in automated programming, with a pricing structure approximately 8% of that of Claude Sonnet [3] - M2.1's long text capability allows it to handle "continuous memory," accommodating longer documents and more intermediate results, thus reducing logical breaks due to truncation [4] - M2.1 is designed for tasks involving code writing, modification, judgment, and validation, making it a cost-effective choice for production systems with high-frequency calls [5] Group 4: Multi-Modal Capabilities - In the agent era, inputs are increasingly derived from visual information such as screenshots, PDFs, tables, and charts, rather than just text [6] - MiniMax's multi-modal capabilities enhance the agent's ability to understand interfaces, extract key information, and output executable steps or code, facilitating "visual-driven automation" [7]