微软宣布Win11原生支持MCP协议；智元发布开源仿真平台Genie Sim 3.0。 ①英伟达黄仁勋、联想杨元庆官宣合作：推出"人工智能云超级工厂"； ②微软宣布Windows 11原生支持MCP协议； ③智元发布大语言模型驱动的开源仿真平台Genie Sim 3.0； ④抖音第二总部落子深圳南山，将同步建设字节跳动AI lab研究中心； ⑤高德扫街榜宣布升级，引入世界模型首推飞行实景探店； ⑥xAI超额完成200亿美元融资，英伟达是战投之一； ⑦前苹果设计师Abidur Chowdhury加入AI初创公司Hark； ⑧恩智浦半导体推出全新eIQ代理AI框架。 xAI超额完成200亿美元融资 英伟达是战投之- 来源:一财快讯 E E 智元发布大语言模型驱动的 开源仿真平台Genie Sim 3.0 抖音第二总部落子深圳南山 将同步建设字节跳动Al lab研究中心 ...

对很多普通用户来说，激活 Windows 只需要点几下鼠标、联网几秒钟就能搞定。但在大量政企内网、工业控制系统、涉密终端和无外网环境中， Windows 的激活方式从来不是一件小事。 而现在，这条维系了十多年的"生命线"，可能正在被微软悄悄切断。 最近，多名用户发现，Windows 11、Windows 10，甚至 Windows 7 上的电话激活功能已经无法使用——令人意外的是，微软并未发布任何官方公告，相 关支持文档也尚未更新，但从实际测试结果来看：Windows 的官方离线激活路径，几乎已全部失效。 电话激活，曾是官方"无网络激活"的最后保障 长期以来，微软一直都提供两类 Windows 激活通道： 在线激活：设备联网，通过微软服务器完成验证； 电话激活：在无法联网的情况下，通过拨打微软激活热线，输入安装 ID，获取确认 ID 离线激活系统。 其中，电话激活是自 Windows XP 时代启用的一种验证方式，至今已沿用 20 余年。对很多政企单位来说，电话激活并非"备选项"，而是唯一可行方案： 不少内网终端从系统部署到使用周期内，根本不允许接入公网。 早在去年 11 月，微软已先一步移除了非官方的 KM ...

来源：喜娜AI 一、市场: ●1月3日收盘：美股收盘涨跌不一 AI相关股票推动道指与标普收高 北京时间1月3日凌晨，美股周五收盘涨跌不一，道指涨319.10点，纳指微跌，标普500指数小涨。英伟 达、AMD及美光等AI相关个股助力道指与标普收高，美光涨幅约10%创历史新高，但软件股等其他科 技领域下跌，特斯拉因交付量不佳股价跌逾2%。2025年科技股表现最佳，带动三大基准指数均创新 高。不过，当年市场存在较大波动性。华尔街策略师预计2026年美股将进一步上涨，有分析认为市场会 逐步走高且涨势更均衡，今年除科技外还有其他投资主题。 [1] ●1月3日美股成交额前20：美光营收前景看好股价创历史新高 周五美股成交额前 20 中，特斯拉收跌 2.59%，连续七个交易日下跌，2025 年交付量同比降 8.6%，连续 两年下滑。英伟达收高 1.26%，GB200 NVL72 推理性能超 AMD MI355X 约 28 倍。美光收高 10.51%， 股价创历史新高，因人工智能需求带来确定性收入，盈利能力跃升。微软收跌 2.21%，加强 Windows 11 营销。Palantir 收跌 5.56%，"大空头"伯里做空。此 ...

Vitalik Buterin, co-founder of Ethereum (CRYPTO: ETH) , voiced his concerns Sunday about corporations like Microsoft Corp. (NASDAQ:MSFT) gaining more control over personal computers.‘Corporations Want To End Ownership’Buterin shared his experience in response to an X post about big technology companies trying to end people’s ability to own personal computers.“I think for a lot of people, corporations ending the ability to own your own PC is going to be the last straw before they radicalize,” Andrew Perpetua ...

Core Viewpoint - Microsoft is positioned for strong growth and substantial shareholder returns due to its significant stake in OpenAI and the growth of its Azure cloud business, with a market capitalization exceeding $3.5 trillion [1]. Financial Performance - Microsoft reported impressive financial results with all core metrics achieving double-digit growth, driven by a robust cloud business, with revenue increasing by 18% year-over-year (17% excluding currency effects), approaching $77.7 billion [3]. - The operating profit margin reached 99%, with operating profit at $88 billion, and net profit of $77.7 billion, resulting in diluted earnings per share of $3.72. The current price-to-earnings ratio is approximately 33 times [3]. Shareholder Returns and Capital Expenditure - Microsoft returned $10.7 billion to shareholders this quarter, with a total yield slightly above 1% and a dividend yield of only 0.66% [6]. - Capital expenditures surged to $44.9 billion to meet the growing demand from Azure, with expectations for continued growth in capital spending [6]. - Free cash flow reached $55.7 billion, supported by revenue growth and a leasing model that mitigates the impact of AI-related disruptions [6]. Business Segment Performance - The cloud business is the core growth engine, with commercial orders driven by OpenAI increasing by 122% year-over-year, while Azure's revenue grew nearly 99% [9][10]. - The productivity and business processes segment continued to grow, benefiting from a slowdown in cost growth and improved gross margins [10]. - The Windows OEM and gaming segments showed the slowest growth, with Windows OEM revenue increasing by 6%, primarily due to a one-time boost from the transition from Windows 10 to Windows 11 [10]. Core Advantages - Microsoft has three main advantages for future development: 1. Antitrust compliance advantage, having successfully navigated past antitrust challenges, allowing for greater operational flexibility [12]. 2. A diversified business portfolio that includes Windows, Azure, ChatGPT, GitHub, LinkedIn, Xbox, and Blizzard, enhancing resilience against market changes [12]. 3. Valuation advantage, with a non-GAAP annualized earnings per share of $16.5 and a price-to-earnings ratio of about 30 times, making it more attractive compared to competitors like Google [13]. Conclusion - Despite a market capitalization of $3.6 trillion, Microsoft is believed to have significant growth potential, supported by its diversified business model and strong performance in the AI sector, particularly with Azure and ChatGPT [17][18].

Core Viewpoint - Microsoft clarified that it has no intention to rewrite Windows 11 using Rust language in conjunction with AI technology, despite a senior engineer's bold claim about eliminating all C/C++ code by 2030 and rewriting major codebases with AI [3][10][11]. Group 1: Engineer's Statement and Public Reaction - A senior engineer at Microsoft, Galen Hunt, initially stated the goal of eliminating all C/C++ code by 2030, aiming for a target of "one person, one month, one million lines of code" [3][12]. - The statement sparked significant public debate, leading Microsoft to issue a clarification that no such plans exist [10][11]. - The use of "we" in the original post suggested a representation of the company's stance, raising concerns about the seriousness of the claim [8][9]. Group 2: AI and Code Generation - Microsoft CEO Satya Nadella previously claimed that 30% of the company's code is generated by AI, with predictions that this could rise to 95% by 2030 [14]. - The emphasis on AI's role in code generation has been a recurring theme within Microsoft, indicating a strategic direction towards increased automation in software development [13][14]. Group 3: Memory Usage Issues - Reports indicate that several mainstream applications on the Windows platform, such as Discord, have significant memory usage issues, with some instances reaching up to 4 GB [15][17]. - Microsoft Teams, built on WebView2, also exhibits high memory consumption, prompting the company to separate its calling features into independent processes to reduce crashes [17][19]. - The introduction of WebView2 for certain Windows 11 features has raised concerns about memory efficiency, as seen with the new "schedule view" function [19][20].

Core Viewpoint - Microsoft has denied plans to rewrite Windows 11 using AI and Rust, contrary to statements made by an internal engineer suggesting a complete overhaul of the codebase by 2030 [1][5][10]. Group 1: Microsoft’s AI and Rust Strategy - The initial claim by engineer Galen Hunt suggested that one engineer could rewrite one million lines of code in a month using AI and Rust, aiming to eliminate C/C++ from Microsoft's codebase [5][10]. - This statement sparked significant public concern, with many questioning the feasibility and safety of such an approach, citing the potential risks associated with rewriting a legacy system with millions of lines of code [6][8]. - Hunt later clarified that his comments were misinterpreted and that the project was merely a research initiative, not an official strategy for Windows 11 [3][10]. Group 2: Concerns Over Legacy Code - Critics highlighted the complexity and historical burden of Windows' code, which has evolved over decades, making a complete rewrite a daunting task fraught with potential issues [26][28]. - The existing C/C++ code is known to harbor numerous bugs, and transitioning to Rust could introduce new challenges in identifying and resolving these issues [6][8][28]. - Microsoft has acknowledged that approximately 70% of security vulnerabilities in Windows are attributed to C/C++ code, which has driven interest in Rust as a safer alternative [15][16][22]. Group 3: AI's Role in Development - Microsoft has been vocal about its commitment to integrating AI into its development processes, with CEO Satya Nadella stating that around 30% of the code is already AI-generated, and this figure is expected to rise significantly by 2030 [35][37]. - The potential for AI to act as a bridge in transitioning from C/C++ to Rust could reduce the barriers associated with learning and implementing new programming languages [31][32]. - However, the current capabilities of AI are still not sufficient to fully automate the complex task of rewriting core system components, indicating that the technology is not yet ready for such a significant shift [32][33]. Group 4: Future Implications for Microsoft - The incident has prompted Microsoft to reconsider its pace in becoming an "AI-native enterprise," balancing innovation with caution to avoid potential pitfalls [39][40]. - The company may need to adopt a more measured approach, planning carefully to ensure that technological advancements do not lead to operational failures [41].

Core Viewpoint - Microsoft has denied plans to rewrite Windows 11 using AI, contradicting earlier statements from an internal engineer about eliminating C/C++ code by 2030 through AI and Rust integration [2][3][9]. Group 1: Microsoft’s AI Strategy - The initial claim by a Microsoft engineer suggested that one engineer could rewrite one million lines of code in a month, which sparked significant online debate and concern about the feasibility and risks of such an approach [4][5][10]. - Many users expressed admiration for Microsoft's ambition but also raised alarms about the potential risks associated with aggressively pushing AI into critical codebases [6][10]. - The engineer later clarified that the post was intended to attract like-minded engineers and not to announce a new strategy for Windows 11, emphasizing that the project was more about exploring technology for language migration rather than a definitive plan [16][17]. Group 2: Concerns Over Code Quality and Legacy Issues - The transition from C/C++ to Rust raises concerns about the quality of AI-generated code, with estimates suggesting that current AI technology could produce a bug for every ten lines of code, leading to significant potential issues in a large codebase [13][25]. - Microsoft's historical reliance on C/C++ has resulted in approximately 70% of Windows security vulnerabilities being attributed to these languages, highlighting the need for a more secure alternative like Rust [25][26]. - The complexity and legacy of Windows code, accumulated over decades, pose significant challenges for any large-scale rewrite, as many existing implementations may be critical to system stability [38][40]. Group 3: Rust as a Potential Solution - Rust is viewed as a promising alternative due to its design focus on memory safety, which could help mitigate long-standing security issues in Windows [27][34]. - However, Rust's ecosystem is still maturing, and the transition would require substantial investment in developer training and adaptation, which could hinder immediate implementation [43][44]. - Despite the challenges, Microsoft has begun experimenting with Rust in rewriting parts of the Windows kernel, although this effort remains limited to a few modules [36]. Group 4: The Role of AI in Development - The rapid advancement of AI programming capabilities presents an opportunity for Microsoft to leverage AI as a bridge in transitioning to Rust, potentially reducing the barriers associated with the switch [45]. - However, the effectiveness of AI as a reliable tool for such critical tasks remains uncertain, and current AI technologies may not yet be capable of handling the complexities involved in core system engineering [46][48]. - Microsoft's CEO has emphasized the importance of AI in the company's future, indicating a strong internal push towards integrating AI into development processes, but the recent backlash suggests a need for a more measured approach [50][53][56].

据悉，此体验让用户可以一键访问 Copilot Vision 和 Copilot Voice，在用户的工作流中实现更自然的交 互。无论是通过文本、语音，还是 Copilot Vision 的引导式支持，用户都可以按照自己的方式，以适合 的方式进行互动。 微软表示，用户若想开始使用，需点击"设置">"个性化">"任务栏">"Ask Copilot"以启用体验。任务栏 中的 Ask Copilot 是对熟悉的 Windows 搜索体验的补充，因此用户可以在尝试此新体验的同时，继续像 往常一样从"开始"菜单使用搜索。（思瀚） 来源：环球网 【环球网科技综合报道】12月22日消息，面向 Windows 11 预览体验成员，微软宣布任务栏推出全新 Ask Copilot 体验 —— Copilot 将成为用户使用电脑的自然组成部分，在用户需要时随时准备提供帮助、 指导和协作。 ...

本周，彭博科技行业分析师 Woo Jin Ho发布研报称，戴尔、联想、惠普具备应对个人电脑DRAM市场 冲击的能力。 观点认为，联想、戴尔、惠普、苹果和宏碁等领先个人电脑制造商，凭借健康的库存水平、优越的市场 份额带来的采购规模优势，以及将成本转嫁给客户的能力，具备足够的能力抵御2026年下半年DRAM价 格上涨的影响。 其余占据其余25%市场份额的厂商对应约6,500万-7,000万台个人电脑，但它们可能需要以更高的溢价采 购内存，难以实施具有竞争力的定价策略。这为头部厂商在中低价位区间进一步扩大市场份额创造了机 会。 报告预计，2026年AI个人电脑预计将占总出货量的54%，高于2025年的34%；而其中算力低于40 TOPS 的AI个人电脑将占总出货量的32%，占AI个人电脑需求的62%。 除了AI，Windows 11升级在2026年仍将是戴尔、联想及惠普出货量的主要催化剂。当前的Windows 11 升级进度已经落后于以往周期。目前，约有35%-40%的Windows个人电脑仍在使用旧版操作系统。这一 升级在个人电脑价格上涨背景下应有助于支撑出货量，尤其是对上述三家在商用个人电脑领域占据领先 地位的 ...