Anthropic升级企业级AI工具，拓展投行、HR等场景，软件股反弹；Meta与AMD达成超千亿美元AI芯片协议丨全球科技早参

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02/25

｜2026年2月25日星期三｜　　NO.1 Meta与AMD达成超千亿美元AI芯片协议　　2月24日，Meta和AMD双双宣布扩大战略合作伙伴关系，Meta将斥资数百亿美元部署基于AMD处理器的6吉瓦数据中心设备，以大规模扩展其人工智能基础设施。根据协议，AMD将从2026年下半年起出货定制Instinct GPU及第六代EPYC CPU，Meta则获得最高1.6亿股AMD认股权证，可能成为其重要...

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CPU，Meta则获得最高1.6亿股AMD认股权证，可能成为其重要...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202602253653324859.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1803068979.SGD","symbol_name":"FTIF - Franklin Technology A (acc) 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participation","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMD":1.95,"DAMD":0.6,"AMDW":0.6,"AMDD":0.6,"AMDY":0.6,"AMUU":0.6,"AMYY":0.6,"AMDU":0.6,"AMDG":0.6,"META":1.91},"content_text":"｜2026年2月25日星期三｜　　NO.1 Meta与AMD达成超千亿美元AI芯片协议　　2月24日，Meta和AMD双双宣布扩大战略合作伙伴关系，Meta将斥资数百亿美元部署基于AMD处理器的6吉瓦数据中心设备，以大规模扩展其人工智能基础设施。根据协议，AMD将从2026年下半年起出货定制Instinct GPU及第六代EPYC CPU，Meta则获得最高1.6亿股AMD认股权证，可能成为其重要股东。AMD股价周二收涨8.77%，Meta收涨0.32%。　　点评：AMD获得Meta超大规模订单与巨额认股权证，不仅可以锁定未来数年稳定收入，更在数据中心GPU领域有望实现对英伟达的关键突破。　　NO.2 Anthropic升级企业级AI工具，拓展投行、HR等场景，软件股反弹　　2月24日，Anthropic在直播活动中发布面向Claude Cowork智能体的10款全新AI插件工具，覆盖投资银行、财富管理、HR、私募股权（PE）及工程设计等多个垂直场景，旨在自动化上述专业领域工作流程，将AI agent与投行、人力资源等工具深度关联。Anthropic本次披露的合作伙伴包括金融数据供应商FactSet、LSEG、Salesforce旗下Slack、DocuSign以及汤森路透，普华永道美国亦宣布与Anthropic就企业级AI插件达成合作。同时强调公司AI模型帮助企业实现增长，而非替代现有业务。　　此前被视为“AI受害者”的SaaS公司集体大幅反弹，Salesforce股价周二上涨4.1%，FactSet 股票上涨 5.9%，而汤森路透在美国上市的股票上涨11.4%。遭受重创的标普软件与服务指数上涨1.3%。　　点评：Anthropic推出面向投行、PE、HR、工程设计的垂直AI插件，标志着AI从通用对话正式进入行业深度赋能阶段。　　NO.3 香橼研究宣布做空存储巨头闪迪　　2月24日晚间，知名做空机构香橼研究称正在做空闪迪，指当前存储芯片市场繁荣为“供应幻象”。香橼做空有三大理由：三星竞争、闪迪长期投资者西部数据最近减持、周期见顶的历史规律。香橼指出，三星表示不会以低于50%毛利率出售产品，且以最先进芯片杀入闪迪核心的SSD市场；目前已有相当于2018年峰值两倍的产能蓄势待发，一旦投入市场，供需格局可能“一次财报电话会议”就彻底逆转；不能把闪迪当英伟达定价，“英伟达有护城河，闪迪是卖大宗商品。”闪迪周二收跌4.20%。　　点评：香橼做空闪迪，直接反映市场对AI产业链上游硬件过热、周期反转的警惕。　　NO.4 谷歌宣布将新建数据中心：承诺电费全包不涨价　　2月24日，谷歌在官网宣布，公司将在美国明尼苏达州建设一个新的数据中心，并与当地的公用事业公司Xcel Energy合作，加速创新能源解决方案的实施。谷歌表示，Xcel Energy将为新的数据中心供电，谷歌将承担所有与电力服务相关的费用。谷歌没有在声明中透露该数据中心的具体用电规模，只表示将承担项目所需的全部电网基础设施成本。谷歌与Xcel之间的协议仍需获得当地监管机构的审批。此前，这一数据中心项目在当地社区遭到部分反对，目前尚未开工建设。　　点评：谷歌承诺承担数据中心全部电力成本、不向居民转嫁电价，是继微软之后又一科技巨头为推进AI基建做出的社区妥协与责任承诺。　　NO.5 苹果计划将部分Mac Mini生产从亚洲转至休斯敦　　据媒体报道，苹果将把部分Mac Mini台式电脑的生产从亚洲转移至美国。苹果首席运营官Sabih Khan表示，这项新的制造计划将于今年晚些时候在位于休斯敦北部的一家富士康工厂启动。该计划是苹果在美国本土投资的最新举措。苹果在去年8月宣布，未来四年将在美国投资6000亿美元。苹果当时宣布的投资计划包括在休斯敦建设新的服务器制造工厂、在密歇根开设供应商学院，以及与现有供应商的额外投资。　　点评：作为苹果6000亿美元美国投资计划的一部分，产能转移并非简单迁出亚洲，而是全球供应链多点布局、风险分散的战略。（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}