目 录 | | 每日报告精选（2026-02-06 09:00——2026-02-09 15:00） 3 | | | --- | --- | --- | |  | 宏观周报：《春节效应延续》2026-02-08 3 | | |  | 宏观周报：《美国：制造业景气度超季节回升》2026-02-08 3 | | |  | 策略周报：《坚定信心，持股过节》2026-02-08 3 | | |  | 策略专题报告：《地方两会聚焦扩内需与强科技》2026-02-08 4 | | |  | 策略观察：《成交活跃度下降，万得全 估值微跌》2026-02-08 5 A | | |  | 行业跟踪报告：餐饮《千问加码外卖补贴，行业价格战趋缓》2026-02-09 6 | | |  | 行业跟踪报告：钢铁《淡季维持累库趋势，但库存处于历史低位》2026-02-09 7 | | |  | 行业跟踪报告：有色金属《关注企稳后的布局机会》2026-02-09 7 | | |  | 行业跟踪报告：钢铁《钢铁行业周报数据库 20260208》2026-02-09 8 | | |  | 行业周报：金融《建议左侧增持非银板 ...

本周，SpaceX 确认与 xAI 合并，其 100 万颗卫星申请获受理；Claude Cowork 更新 11款插件，动摇传统 SaaS 软件核心护城河；质变科技发布记忆湖产品 MemoryLake。 投资要点： 计算机周观点第 33 期：底层基础设施迭 代加速，AI 原生力量重塑软件产业格局 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 杨蒙(分析师) | 021-23185700 | yangmeng@gtht.com | S0880525040072 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 请务必阅读正文之后的免责条款部分 [Table_Report] 相关报告 计算机《未来产业之脑机接口：资本与政策赋 能，迎产业窗口期》2026.02.05 计算机《政策注入消费动能，看好 ...

计算机周观点第 33 期：底层基础设施迭 代加速，AI 原生力量重塑软件产业格局 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 杨林(分析师) | 021-23183969 | yanglin2@gtht.com | S0880525040027 | | 杨蒙(分析师) | 021-23185700 | yangmeng@gtht.com | S0880525040072 | | 钟明翰(研究助理) | 021-38031383 | zhongminghan@gtht.com | S0880124070047 | 本报告导读： 本周，SpaceX 确认与 xAI 合并，其 100 万颗卫星申请获受理；Claude Cowork 更新 11款插件，动摇传统 SaaS 软件核心护城河；质变科技发布记忆湖产品 MemoryLake。 投资要点： 请务必阅读正文之后的免责条款部分 [Table_Report] 相关报告 计算机《未来产业之脑机接口：资本与政策赋 能，迎产业窗口期》2026.02.05 计算机《政策注入消费动能，看好 ...

Group 1 - OpenAI launched the coding model GPT-5.3-Codex on February 5, which integrates the reasoning and expertise capabilities of GPT-5.2, achieving a significant performance leap and a 25% increase in operational speed, enabling it to handle long-term tasks involving research and complex execution [2] - Anthropic announced the release of the upgraded intelligent model Claude Opus 4.6 on February 5, which can plan more cautiously and execute tasks reliably in large codebases, generating detailed financial analysis reports that typically take days for humans to complete, leading to a significant drop in the stock price of financial services companies like FactSet by up to 10% [2] - Tencent launched the internal testing of its desktop agent tool "WorkBuddy" on February 6, marking its entry into the desktop agent market, with over 2,000 employees participating in the internal test, applying the tool in various scenarios such as data processing, content creation, and automated office tasks [2] - Zhiyuan Technology introduced the first multimodal memory platform MemoryLake, shifting AI focus from "data-centric" to "memory-centric," integrating large models and memory engines to address challenges in AI applications, serving over 15 industries and 15,000 enterprises, with significant improvements in decision-making speed [2]

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据了解，从传统计算到认知计算，这一理念体现在认知状态记忆等三个根本性的范式转变上。为了构建 完整的"记忆计算"能力栈，MemoryLake搭载三大核心技术组件，打通了记忆的提取、存储、管理与计 算全流程。 在实际测试中，MemoryLake模型可以执行诸如"从多日票务数据中提取指定日期的出票量，按客户分组 汇总，并跨日对比分析"的复杂指令，直接输出可执行代码和结构化结果，将原本需要人工耗时数日的 报表整理与数据洞察工作缩短至分钟级。该模型在权威的表格理解评测中表现出全球领先的准确率，充 分证明了其在复杂企业数据处理方面的能力。 同时，MemoryLake记忆引擎实现类人方式的记忆组织与演进。其中，记忆引擎是平台的核心"大脑"， 承担着智能化组织记忆、动态更新知识以及高效检索调用的任务。 推动多行业智能化升级 本报讯(记者贾丽)在AI技术从感知智能迈向认知智能的关键转折点上，杭州质变科技有限公司(以下简 称"质变科技")正式发布了具备超大规模实践能力的多模态记忆平台——MemoryLake。该平台首次 将"多模态内容深度理解、多模态记忆存储、记忆计算与管理"全栈能力融于一体，由MemoryLake-D1大 模型 ...

格隆汇2月5日｜质变科技发布业内首个具备超大规模实践能力的多模态记忆平台——MemoryLake。该 平台首次将"多模态内容深度理解、多模态记忆存储、记忆计算与管理"全栈能力融于一体，由 MemoryLake-D1 大模型、MemoryLake 记忆引擎和多模态存储与计算平台（Relyt Multi-modal Data Cloud）构成。据介绍，MemoryLake 旨在解决当前企业AI落地面临的诸多根本挑战，包括"多模态信息 难以理解与融合""数据碎片化导致记忆断层""模型决策不准确不可靠""大模型调用成本高""企业数据规 模庞大却响应迟缓" 等痛点。 ...

Core Viewpoint - The article discusses the transition of Li Zhe, a former Alibaba architect, into entrepreneurship with a focus on redefining data infrastructure in the AI era through the launch of Powerdrill Bloom, a data intelligence product that aims to bridge the gap between vague ideas and actionable decisions [2][7][21]. Industry Insights - The software landscape is expected to undergo fundamental changes in the next five years, driven by advancements in cloud architecture and AI, which will transform how data is utilized and applied across various sectors [4][15][16]. - The integration of AI will lead to a convergence of the ToB and ToC markets, with product feasibility being determined by user tolerance levels, particularly in high-stakes environments where accuracy is critical [4][15][28]. Company Overview - Zhi Bian Technology has introduced Powerdrill Bloom, a data intelligence product that utilizes code as its core medium, enabling dynamic transformation of user needs into executable code logic, thus overcoming the limitations of traditional data interaction models [3][21]. - The company aims to create a complete chain from vague ideas to executable actions, emphasizing that their product is not merely an advanced BI tool but a comprehensive data value service [5][21]. Product Development - Powerdrill Bloom has already accumulated nearly 1.5 million users overseas, generating over 50 million lines of code in response to user queries, showcasing its capability in handling large-scale data interactions [26][32]. - The product focuses on end-to-end decision-making and action capabilities, allowing users to navigate from ambiguous goals to concrete outcomes, which traditional BI tools have struggled to achieve [21][34]. Competitive Landscape - The current market for data agents is still in its early stages, with many products relying on basic chat interfaces that fail to meet the needs of serious business scenarios, highlighting the unique positioning of Powerdrill Bloom [31][30]. - The company differentiates itself through its advanced data processing capabilities, accuracy in understanding user intent, and innovative interaction methods that do not rely solely on traditional chat models [32][33]. Future Goals - The company aims to reach a user base of 10 million in the data agent sector within three years and establish itself as a leading player in the AI data infrastructure space [36][37]. - The focus will be on creating a data-driven decision-making environment that leverages AI to enhance productivity and operational efficiency across various industries [40].