近期，Anthropic 宣布 Claude Code 能自动梳理 COBOL 依赖、生成文档并识别风险，引发市场对 IBM 主机业务受冲击的担忧，IBM 股价在当地时间本周一录得近 26 年最大单日跌幅，市值蒸发约 310 亿美元。
虽然多家机构下调出货预期，但市场总产值却可能维持增长。高盛分析认为，智能手机市场将呈现典型的“量跌价升”结构——虽然全球出货量下修，但由于平均售价上升及产品组合向高端集中，全球智能手机市场总产值仍可望维持微幅增长，2026年预估成长2%，达5810亿美元。
，更多细节参见safew官方版本下载
Many people reading this will call bullshit on the performance improvement metrics, and honestly, fair. I too thought the agents would stumble in hilarious ways trying, but they did not. To demonstrate that I am not bullshitting, I also decided to release a more simple Rust-with-Python-bindings project today: nndex, an in-memory vector “store” that is designed to retrieve the exact nearest neighbors as fast as possible (and has fast approximate NN too), and is now available open-sourced on GitHub. This leverages the dot product which is one of the simplest matrix ops and is therefore heavily optimized by existing libraries such as Python’s numpy…and yet after a few optimization passes, it tied numpy even though numpy leverages BLAS libraries for maximum mathematical performance. Naturally, I instructed Opus to also add support for BLAS with more optimization passes and it now is 1-5x numpy’s speed in the single-query case and much faster with batch prediction. 3 It’s so fast that even though I also added GPU support for testing, it’s mostly ineffective below 100k rows due to the GPU dispatch overhead being greater than the actual retrieval speed.
“Agent经济学”能否成立，2026年将是关键验证窗口。如果企业开始愿意为AI Agent支付真金白银，而非仅仅将其视为“效率工具”或“成本中心”，那么中下游企业的估值修复将带来巨大的投资机会。反之，如果AI Agent始终停留在“试点项目”阶段，无法实现商业化落地，上游硬件股的估值压缩将远未结束。
Анастасия Алимпиева (редактор отдела оперативной информации)