格隆汇2月9日丨东芯股份(688110.SH)在投资者互动平台表示，公司目前的车规产品主要为SLC NAND Flash、NOR Flash以及MCP等，暂时不涉及Auto-grade eMMC方案。 ...

（文章来源：每日经济新闻） 每经AI快讯，东芯股份（688110.SH）2月9日在投资者互动平台表示，公司目前的车规产品主要为SLC NAND Flash、NOR Flash以及MCP等，暂时不涉及Auto-grade eMMC方案。公司积极进行车规客户的导 入和验证，报告期内新增完成国内多家整车厂的白名单导入，完成多家境内外一级汽车供应商 （Tier1）的供应商资质导入，已在多款车型中实现规模量产。 ...

Core Insights - The article discusses the rise of Clawdbot (now known as Moltbot) in China, highlighting its deployment and usage tutorials on social media platforms, as well as the support from major cloud services like Tencent Cloud and Alibaba Cloud [2] - Peter Steinberger, the creator of Clawdbot, has gained significant attention for his innovative development approach, which diverges from traditional software development practices [2][4] - In a recent interview, Peter shared insights on his development journey, the evolution of coding practices, and the future of software engineering workflows [3] Group 1 - Clawdbot has become popular in China, with various deployment and usage guides available on social media [2] - Major cloud service providers in China, including Tencent Cloud and Alibaba Cloud, have announced support for Clawdbot, indicating its growing significance in the tech ecosystem [2] - Peter Steinberger's previous work on PSPDFKit, which is used on over a billion devices, showcases his expertise in software development [2] Group 2 - Peter's recent interview on "The Pragmatic Engineer" podcast revealed his views on modern coding practices, including the idea that code reviews are outdated and should be replaced with "Prompt Requests" [3] - He emphasized the importance of the "closed-loop principle" in AI programming, which allows for more efficient development processes [3] - Peter's approach to software engineering reflects a shift towards leveraging AI tools, indicating a transformation in how developers interact with code and technology [3] Group 3 - The article highlights Peter's journey from a traditional software developer to an advocate for AI-driven development, showcasing his adaptability and forward-thinking mindset [4] - His experiences illustrate the challenges and rewards of transitioning from conventional coding methods to utilizing AI tools for software creation [4] - The discussion emphasizes the potential for AI to reshape the software development landscape, making it more efficient and innovative [4]

当全球都在为一条红色的龙虾——「Clawdbot」而兴奋异常时，Anthropic 悄悄上线了一个新功能。 近日，AI 模型公司 Anthropic 为其旗舰产品 Claude 带来了一项看似不起眼、实则影响深远的更新。在 Claude 桌面应用的「连接器」部分，新增了一个名 为「精选」的分类，其中整合了与 Figma、Gemma、Canva、GitHub 等生产力工具的深度集成。 这并非一次简单的功能罗列。这一功能背后的核心，是 Model Context Protocol (MCP) 服务的大规模上线。 简单来说，MCP 是一个让 AI 模型安全、标准化地「连接」到外部工具和数据的协议。用户现在可以通过远程连接，授权 Claude 直接访问这些第三方服 务的数据，并在对话中调用其功能。例如，你可以让 Claude 分析 Figma 设计稿并提出修改建议，或者根据 GitHub 仓库的代码生成文档。 这并非只是 Anthropic 和第三方合作伙伴的简单合作，它标志着 Claude 从一个被动的「聊天机器人」，向一个主动的、能调度外部资源的「智能体平 台」迈出了关键一步。 效率在切换中流失，灵感在搬运中中断 ...

（编辑 袁冠琳） 证券日报网1月26日讯 ，东芯股份在接受调研者提问时表示，网通领域需求逐步增长，FTTR等家用侧 网络通信需求持续修复。可穿戴智能设备的存储容量需求持续增长。物联网模块需求向好，伴随容量需 求增长，MCP销售单价有望逐步提升，5G模块的导入在逐步起量。车载领域，公司继续推进整车厂和 Tier1客户的导入工作，进一步推进市场份额的持续增长。 ...

融券方面，东芯股份1月22日融券偿还1.24万股，融券卖出1500.00股，按当日收盘价计算，卖出金额 18.60万元；融券余量5.51万股，融券余额682.76万元，超过近一年70%分位水平，处于较高位。 资料显示，东芯半导体股份有限公司位于上海市青浦区徐泾镇诸光路1588弄虹桥世界中心L4A-F5，成 立日期2014年11月26日，上市日期2021年12月10日，公司主营业务涉及聚焦中小容量通用型存储芯片的 研发、设计和销售。主营业务收入构成为：NAND57.08%，MCP25.88%，DRAM10.43%，NOR6.15%， 其他(补充)0.25%，技术服务0.21%。 1月22日，东芯股份涨1.38%，成交额29.75亿元。两融数据显示，当日东芯股份获融资买入额3.47亿 元，融资偿还2.75亿元，融资净买入7219.60万元。截至1月22日，东芯股份融资融券余额合计34.66亿 元。 融资方面，东芯股份当日融资买入3.47亿元。当前融资余额34.59亿元，占流通市值的6.31%，融资余额 超过近一年90%分位水平，处于高位。 截至9月30日，东芯股份股东户数5.13万，较上期增加168.45%；人均 ...

Core Insights - The article discusses the rapid evolution of the MCP protocol from a local tool to an industry standard, highlighting its adoption by major companies like Microsoft, Google, and OpenAI as a de facto standard [2][4][6]. Group 1: MCP Development and Adoption - MCP transitioned from a local desktop tool to a remote server protocol with authentication mechanisms, evolving significantly over the past year [5][6]. - The pivotal moment for MCP's growth occurred around April when key industry leaders publicly endorsed its use, leading to widespread adoption across the sector [4][6]. - The protocol has undergone multiple updates, including the introduction of long-running tasks to support deep research and agent-to-agent interactions [5][10]. Group 2: Technical Challenges and Solutions - Scalability issues arise when multiple instances of MCP handle high request volumes, necessitating shared storage solutions like Redis to maintain state [3][17]. - The initial design allowed too many features to be optional, resulting in many clients not implementing critical capabilities, which diminished the protocol's effectiveness [16][17]. - The evolution of the authentication mechanism was crucial, as the initial version did not adequately address enterprise needs, leading to significant revisions [11][12]. Group 3: Future Directions and Ecosystem - The MCP protocol aims to maintain a balance between simplicity and the ability to support complex interactions, with ongoing discussions about integrating other protocols in the future [6][19]. - The establishment of an official registry for MCP servers is intended to create a centralized ecosystem, allowing for easier discovery and integration of various servers [44][45]. - The article emphasizes the importance of a standardized interface for the registry to facilitate seamless interactions between models and MCP servers [45][46]. Group 4: Use Cases and Applications - Most current use cases for MCP involve data consumption and context management, with a growing interest in using it for more complex workflows and deep research tasks [52][54]. - The introduction of tasks as a primitive aims to address the need for long-running operations, which are increasingly requested by users [54][57]. - The article notes that while many users are currently focused on context-related applications, there is potential for broader use of MCP in various operational scenarios [52][54].

吴说获悉，Solana 生态开发公司 Anza 发文展望 Solana 2026 年多项关键发展：Alpenglow 共识引擎将在 第三季度从开发集群转移到主网；MCP 打破单一领导者垄断，提高抗审查能力；通过多项措施增加带 宽、降低延迟，如推出 XDP 碎片传输大幅增加涡轮带宽、将区块限制提高到 100M 计算单元、在 Solana 虚拟机内实现直接映射降低内存复制成本、将 Slot 时间降低到 400 毫秒以下；提高交易发送限 制；改善验证者体验，包括改进区块收入分配和调度绑定；为开发者降低长期存储成本、扩大交易规 模、优化链上程序等。 （来源：吴说） ...

行 业 研 究 传媒 2026 年 01 月 14 日 AI Agent 的 C 端新标杆：Claude Skills 投资要点： 一、Anthropic 再发 Agent 新开放标准：Claude Skills 行 业 动 态 跟 踪 2025 年 10 月 16 日，Anthropic 官网宣布推出 Claude Skills 功能， 是一种通过文件夹结构赋予 AI Agent 专业能力的创新方式。2025 年 12 月 18 日，Anthropic 将 Agent Skills 规范发布至 agentskills.io，使其 成为跨平台可移植的开放标准。微软已在 VS Code 和 GitHub 中采纳该 标准，Cursor、Goose、Amp 等主流编程 Agent 也已支持。Anthropic 在 GitHub 上的 Skills 仓库星标数已接近 4 万，社区创建和分享的 skills 数以万计。 二、Skills 搭建个性化复杂工作流，让 Agent 真正可得。 产品层面，Claude Skills 已展现出覆盖办公、设计、开发、企业 协作等场景的强大能力。 文档处理方面，Skills 可自动生 ...

Summary of Sprout Social Conference Call Company Overview - **Company**: Sprout Social - **Industry**: Social Media Management Software - **Core Offering**: Integration with over three dozen social networks, allowing brands to manage their social strategies from a single platform, including customer care, analytics, and publishing [4][5][6] Key Points and Arguments Business Model and Customer Base - Sprout Social serves **30,000 customers** across **100 countries**, with **90%** of customers using **five or more social networks** [6] - The platform operates on a **single code base**, ensuring all customers receive updates simultaneously without needing professional services [6] - The company has a **5%-7% penetration** in a market with over **200 million businesses** on social media, indicating significant growth potential [25][26] AI and Data Strategy - Sprout Social ingests about **1 billion messages daily** across networks, leveraging this data to enhance social listening capabilities through AI [16][17] - The company believes its access to proprietary social data creates a **durable moat** against competitors, as many social networks have restricted access due to privacy concerns [15][34] - New AI features are expected to enhance the user experience and provide deeper insights into brand and competitor performance [17][34] Market Trends and Consumer Behavior - There is a structural shift in consumer behavior, with more users turning to social platforms for product discovery, impacting long-term demand for social software [20][21] - Brands are increasingly recognizing the need for a social presence as consumers shift from traditional search engines to social networks for product information [20][21] Influencer Marketing - Influencer marketing is becoming a core part of Sprout's platform, with brands seeking to manage creator relationships effectively [41][42] - The platform offers tools for brands to discover and vet influencers, addressing concerns about brand safety and alignment with brand values [43][44] - The company has seen unexpected demand from various sectors, including healthcare and real estate, for influencer marketing solutions [47][48] Financial Performance - Sprout Social reported its best operating margins in history at **11.9% Non-GAAP margins**, while still focusing on growth [57] - The company aims to balance growth and margin improvement, with a focus on expanding its customer base above the **$50K** revenue mark, which is growing in the **high 20% range** [58][61] Future Growth Opportunities - The company sees potential in expanding its offerings to the **sub-$50K** customer segment, which has been growing at a slower rate [61][63] - Sprout Social plans to enhance its product offerings and customer engagement strategies to drive growth in both existing and new customer bases [31][32][63] Additional Important Insights - The company does not foresee social networks selling their data to competitors, as they are focused on developing their own AI products [35][36] - Sprout Social's platform includes spam filters to enhance user experience by filtering out irrelevant messages, which is crucial for large customers managing high volumes of interactions [64][65] This summary encapsulates the key insights from the conference call, highlighting Sprout Social's strategic positioning, market trends, and growth opportunities within the social media management industry.