科技周报|微信接入Openclaw；阿里平头哥不排除上市可能

第一财经03-22

微信正式推出微信“ClawBot”插件，支持接入OpenClaw　　22日，微信正式推出微信“ClawBot”插件，支持接入OpenClaw。用户扫码或复制命令，即可将 OpenClaw 接入微信。连接后，用户就能通过微信聊天的方式，快速调用自己的“龙虾”高效互动。　　【点评】：考虑到微信的全民用户覆盖率，这次说要掀起全民养虾的热潮也不奇怪了。腾讯云也第一时间转发了相关消息，靠“养虾”卖token...

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接入微信。连接后，用户就能通过微信聊天的方式，快速调用自己的“龙虾”高效互动。　　【点评】：考虑到微信的全民用户覆盖率，这次说要掀起全民养虾的热潮也不奇怪了。腾讯云也第一时间转发了相关消息，靠“养虾”卖token...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202603223679690447.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":"BABX","symbol_name":"2倍做多BABA 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接入微信。连接后，用户就能通过微信聊天的方式，快速调用自己的“龙虾”高效互动。　　【点评】：考虑到微信的全民用户覆盖率，这次说要掀起全民养虾的热潮也不奇怪了。腾讯云也第一时间转发了相关消息，靠“养虾”卖token有望成为未来营收新高速增长类目。　　阿里平头哥不排除上市可能　　3月19日，阿里在财报电话会上表示，平头哥自研的GPU芯片已实现规模化量产，截至2026年2月，该产品已经累计规模化交付47万片。在阿里云的实际业务场景，60%以上的平头哥芯片服务于外部商业化客户，已完成规模化外部客户AI任务适配，支持了400多家企业客户的AI任务。目前，平头哥年化营收规模已达百亿，阿里表示，未来，平头哥不排除IPO的可能性。　　【点评】：阿里对AI的商业化野心正在迸发。财报电话会上，阿里巴巴CEO吴泳铭宣布了阿里集团AI战略的商业目标：五年内，云和AI商业化年收入将从今年的1000多亿元大幅增长至1000亿美元（约6900亿元），复合年化增长约47%。未来，如何抓住AI算力需求紧缺的市场机遇、抢占token入口，是阿里的一大挑战。　　字节出售沐瞳　　3月20日，沐瞳的一封内部信曝光，其中宣布沙特Savvy Games Group将收购沐瞳，双方将在未来一段时间内完成交易。交易完成后，沐瞳将成为Savvy的全资子公司。目前字节和沐瞳未对此发表任何回应。根据内部信内容，交易完成后，沐瞳的管理结构保持不变，仍是一家总部位于上海的公司，字节跳动游戏业务负责人张云帆也将继续担任沐瞳CEO。内部信并未透露具体交易金额，但有消息称，本次收购价格超过60亿美元。　　【点评】：字节于2021年收购沐瞳科技，当时有报道称交易金额超过40亿美元。如交易金额属实，五年间这笔投资已然增值50%。游戏产业分析师张书乐对第一财经表示，对于卖家来说，字节解决了一个赚钱但和整体战略关联性太弱的鸡肋，且高出预期；对于买家来说，沙特拥有了自己的爆款电竞游戏，其依托电竞及其衍生链条，打造石油之外第二经济支柱的可能性，真正有了基座。　　阿里百度同日官宣，云厂商涨价潮来袭　　3月18日，阿里云与百度智能云同日官宣涨价。双方涨价核心原因均基于全球AI 需求爆发，算力供需不匹配，且芯片、服务器等核心硬件成本大幅上涨，为了保证服务稳定、不降级而进行的调价。　　【点评】：这一轮云厂商涨价的特点是结构性上涨，主要集中在GPU云算力、高性能存储、AI网络等领域，而非通用算力的全面提价。涨价的核心原因是Agentic AI在近期模型能力提升、OpenClaw现象级采用及其他因素的推动下加速落地，带来大模型训练与推理需求的快速放量，叠加高端芯片、HBM、能耗与交付资源阶段性承压。　　微软或起诉OpenAI　　当地时间3月18日，有消息称微软正在考虑起诉亚马逊和OpenAI，原因是亚马逊计划提供OpenAI的新产品Frontier可能会违反微软此前与OpenAI达成的长期协议。　　【点评】：这一消息的背后是微软的AI焦虑。除了在外部合作上出现争议，微软内部也在调整。微软在3月17日宣布将商业版Copilot和消费者版Copilot 团队进行整合，以提高用户体验。此前担任微软人工智能产品与增长副总裁的Jacob Andreou 将担任Copilot执行副总裁。　　过去一段时间，微软持续承压。尤其在股价表现上，微软自去年11月以来股价持续下滑，目前处在低位。　　拓竹科技与泡泡玛特IP纠纷达成和解　　3月16日，3D打印机厂商拓竹科技微博发布声明称，公司已与泡泡玛特进行了友好磋商并达成和解，相关问题内容已经全面下架。双方此前的纠纷源于多个涉及泡泡玛特旗下IP的模型出现在拓竹的MakerWorld平台上，这些IP由该平台的用户上传，其他用户可以下载模型并用拓竹的3D打印机打印。此前泡泡玛特以著作权权属、侵权纠纷为由，起诉拓竹科技及其关联企业。　　【点评】:在国内，近几年Labubu等玩具或手办形态的接连走红，是拉动3D打印机消费的动力之一。同时，3D打印机的价格下行，也促使该产品形态从极客群体走向大众消费人群。不过，如何解决IP版权问题，仍是该行业面临的一个挑战。　　海外明星公司被曝“套売”Kimi　　近日，海外估值近300 亿美元的 AI 编程工具 Cursor 发布新模型 Composer 2，宣称自研却未披露基座。开发者通过 API 模型 ID 证实其基于国产开源 Kimi K2.5，马斯克、Kimi 团队相继证实。Cursor 因未按开源协议标注来源，陷入 “套壳”争议，也凸显国产开源模型已成为全球 AI 底层支柱。　　【点评】：Cursor基础模型基于Kimi一事证明了开源是行业最大竞争主力，也再次验证了中国开源模型们将成为全球AI发展的最大力量。未来行业前沿不再是谁从0开始训练，而是谁能够最快适应、微调与实现产品化。　　家电出口中东遇“阵痛”　　截至3月20日，美以对伊开战已经步入第21天，中国家电出口遇到“阵痛”，一方面是中东市场出口遇阻、物流成本倍增，另一方面原材料成本大幅攀升。调研机构产业在线的研究报告显示，自中东战事持续发酵以来，中国家用空调出口排产量较前期规划有明显下调，海外客户因运费涨价或船运公司增收战争费用而取消或推迟订单，3月份预计下调超50万台。　　【点评】：根据NIQ GfK零售监测，过去两年，中东&非区域大家电市场一直保持正增长态势，是全球表现较好的区域；由于中东战争，短期内导致运费和物流成本上升，中东市场出口受阻，欧洲市场间接也将会受到冲击，短期内家电出口压力增大，可能面临订单损失;如果短期内局势不能缓和，持续战争、物价上涨将打击区域消费者的消费信心，中东和欧洲可能拖累全球大家电市场，使得整体大家电消费出现同比下滑态势。　　松下在中国4月1日将启用新体制　　松下电器株式会社CSO、中国东北亚事业总裁中山正春近日在接受第一财经记者专访时透露，他将从今年4月1日起正式接替本间哲朗负责松下中国东北亚业务。按新体制，在松下中国的空调、照明业务划归兄弟公司，以及松下家居科技（杭州）有限公司80%股权转让给YKK公司后，松下将在中国进行“协同销售”。今年4月1日起，新的松下电器株式会社正式成立，设有大家电、小家电、AVC产品轴业务部门，中国东北亚事业是新的松下电器株式会社下面唯一以区域为轴、具备跨业务统筹职能的组织。　　【点评】：松下此举旨在精简机构，提高运营效率和盈利水平。2019年4月成立的松下中国东北亚公司，在今年4月1日业务分流：空质（新风）空调、EW（电材·照明）业务分别移交给松下空调新风冷链集团、松下电气工程株式会社；其他白色家电等业务移交给新的松下电器株式会社。松下中国业务仍有较高自主决策权。松下中国东北亚事业的家电收入中，未来三年内亚洲（除日本和中国市场外）市场收入的占比将翻倍增至20%。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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