Anthropic升級企業級AI工具，拓展投行、HR等場景，軟件股反彈；Meta與AMD達成超千億美元AI芯片協議丨全球科技早參

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02/25

｜2026年2月25日星期三｜　　NO.1 Meta與AMD達成超千億美元AI芯片協議　　2月24日，Meta和AMD雙雙宣佈擴大戰略合作伙伴關係，Meta將斥資數百億美元部署基於AMD處理器的6吉瓦數據中心設備，以大規模擴展其人工智能基礎設施。根據協議，AMD將從2026年下半年起出貨定製Instinct GPU及第六代EPYC CPU，Meta則獲得最高1.6億股AMD認股權證，可能成為其重要...

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5.9%，而湯森路透在美國上市的股票上漲11.4%。遭受重創的標普軟件與服務指數上漲1.3%。　　點評：Anthropic推出面向投行、PE、HR、工程設計的垂直AI插件，標誌着AI從通用對話正式進入行業深度賦能階段。　　NO.3 香櫞研究宣佈沽空存儲巨頭閃迪　　2月24日晚間，知名沽空機構香櫞研究稱正在沽空閃迪，指當前存儲芯片市場繁榮為「供應幻象」。香櫞沽空有三大理由：三星競爭、閃迪長期投資者西部數據最近減持、周期見頂的歷史規律。香櫞指出，三星表示不會以低於50%毛利率出售產品，且以最先進芯片殺入閃迪核心的SSD市場；目前已有相當於2018年峯值兩倍的產能蓄勢待發，一旦投入市場，供需格局可能「一次財報電話會議」就徹底逆轉；不能把閃迪當英偉達定價，「英偉達有護城河，閃迪是賣大宗商品。」閃迪周二收跌4.20%。　　點評：香櫞沽空閃迪，直接反映市場對AI產業鏈上游硬件過熱、周期反轉的警惕。　　NO.4 谷歌宣佈將新建數據中心：承諾電費全包不漲價　　2月24日，谷歌在官網宣佈，公司將在美國明尼蘇達州建設一個新的數據中心，並與當地的公用事業公司Xcel Energy合作，加速創新能源解決方案的實施。谷歌表示，Xcel Energy將為新的數據中心供電，谷歌將承擔所有與電力服務相關的費用。谷歌沒有在聲明中透露該數據中心的具體用電規模，只表示將承擔項目所需的全部電網基礎設施成本。谷歌與Xcel之間的協議仍需獲得當地監管機構的審批。此前，這一數據中心項目在當地社區遭到部分反對，目前尚未開工建設。　　點評：谷歌承諾承擔數據中心全部電力成本、不向居民轉嫁電價，是繼微軟之後又一科技巨頭為推進AI基建做出的社區妥協與責任承諾。　　NO.5 蘋果計劃將部分Mac Mini生產從亞洲轉至休斯敦　　據媒體報道，蘋果將把部分Mac Mini台式電腦的生產從亞洲轉移至美國。蘋果首席運營官Sabih 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