九哥 Captain的个人主页 - 老虎社区

九哥 Captain

九哥 Captain

其实离开老虎有几年了。疫情那年错过了特斯拉，梭了蔚来，单钓moderna call 赚了21倍，出金，留了些本金全给了ff。后面已经转大a了。但最近被美国朋友报了个红包，回归了。以前的老人好像不在了.

IP属地：湖南

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2025-12-10

$诺和诺德(NVO)$ 还有个隐藏利好。优先通道对标礼来的大剂量快要获批了。[贱笑]

2025-09-17

$百度(BIDU)$ Robin已无争雄之心还给11Xpe 东子还想向天再借五百年才给9Xpe 稳定币海外消费场景外卖酒店餐饮只要战火是烧在别人领地上，对京东都是胜利。

01-13

$哔哩哔哩(BILI)$ b站不具备成为腾讯的潜质。小孩越来越少，年轻人又挣不到钱。真正的红利期已经过了，感觉现在发力有点晚。方兴未艾啊。

2025-11-22

$诺和诺德(NVO)$ 就是回到150也不过36x PE 比礼$礼来(LLY)$ 如何

04-21

$拼多多(PDD)$ 吃个纸那么严重吗？

04-30

‌$爱奇艺(IQ)$ ‌下半年有好剧吗

04-02

$微软(MSFT)$ 给儿子买十万刀微软放着了。十年以后看

2025-12-19

$拼多多(PDD)$ 上海这个颁奖，叫剧透吗

01:02

$华住(HTHT)$ 这个估值可以入了。业绩不差。旅游的是越来越多。最近感觉有些媒体刻意放大一些东西，估计有意为之。

01-16

$美高梅(MGM)$ $金沙集团(LVS)$ which do u prefer

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他们调用的软件只能是自己的。美其名曰安全。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561019771384784","isVote":1,"tweetType":1,"viewCount":865,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":560934761276208,"gmtCreate":1777978661933,"gmtModify":1777978664088,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 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14:55","market":"sg","language":"zh","title":"网友大连街头偶遇“全李酒店”，以为大风将“季”字吹掉一撇，酒店回应：曾名为“全季酒店”，目前已不合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2633997866","media":"紫牛新闻","summary":"5月5日，极目新闻记者致电该酒店咨询，工作人员称，他们酒店曾名为“全季酒店”，但已下架不合作了，现为“全李酒店”。网友发帖网友发帖据了解，上述“全李酒店”位于大连市中山路上，地图软件显示名为全李酒店。有住客2025年6月晒出的该酒店照片显示，招牌上为“全季酒店”。","content":"<html><body><div>\n<p>转自：扬子晚报</p><p cms-style=\"font-L\">近日，<font cms-style=\"font-L strong-Bold\">有网友在大连街头偶然发现了一家“全李酒店”，起初他以为“季”字上一撇被风吹掉，结果打开地图软件发现，确实名为</font></p><p cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">“全李酒店”。</font>5月5日，极目新闻记者致电该酒店咨询，工作人员称，他们酒店曾名为“全季酒店”，但已下架不合作了，现为“全李酒店”。</p><div><img src=\"http://n.sinaimg.cn/spider20260505/111/w640h1071/20260505/0196-32142eacc4759534b05fab66b3c7d103.jpg\"/><span>网友发帖</span></div><div><img src=\"http://n.sinaimg.cn/spider20260505/367/w640h527/20260505/2250-59b7f140272c0385f1ae4c883cf4cdef.jpg\"/><span></span></div><p cms-style=\"font-L\">网友发帖</p><p cms-style=\"font-L\">据了解，上述“全李酒店”位于大连市中山路上，地图软件显示名为全李酒店（大连西安路地铁站店）。在<a href=\"https://laohu8.com/S/TCOM\">携程</a>平台上，同样名为全李酒店（大连西安路地铁站店），于2019年装修，其发布在平台封面图上的酒店招牌也确为“全李酒店”。</p><div><img src=\"http://n.sinaimg.cn/spider20260505/623/w640h783/20260505/d550-041746638e770dc57f731b5dc6b55d43.jpg\"/><span></span></div><p cms-style=\"font-L\">不过，极目新闻记者发现，<a href=\"https://laohu8.com/S/09961\">携程</a>平台上，2025年11月，上述“全李酒店”在评论区曾以“全季酒店大连和平广场店”回复过住客。有住客2025年6月晒出的该酒店照片显示，招牌上为“全季酒店”。有网友也称，此前住过该酒店，当时确实名为“全季酒店”。</p><div><img src=\"http://n.sinaimg.cn/spider20260505/344/w640h504/20260505/569c-0cd59b0eed5054d5cc0f145654906e06.jpg\"/><span></span></div><p cms-style=\"font-L\">5月5日，记者就该酒店名称问题在携程平台上向客服咨询，对方表示，“酒店目前为全李酒店，此前是全季酒店，与<a href=\"https://laohu8.com/S/HTHT\">华住</a>集团的合作已到期。如需确认最新品牌信息或服务细节，建议直接联系酒店前台核实。”</p><p cms-style=\"font-L\">随后，记者以消费者身份咨询酒店，工作人员明确称，他们叫“全李酒店”，跟全季酒店没有关系。至于此前是否名为全季酒店，该工作人员给予肯定答复，她解释称，现在没有跟华住合作，所以名为“全李酒店”。不过，她还表示：“我们家过几天会改名，重新装修加盟，也是华住会旗下的酒店。”</p><p cms-style=\"font-L\">公开资料显示，全季酒店成立于2010年，是华住集团旗下领先的中档酒店品牌。据华住集团2025年年报，截至2025年12月31日，一共有3,565家在营的全季酒店，另有752家开发中的全季酒店。</p><p cms-style=\"font-L\">对于上述“全李酒店”名称，华住酒店集团客服回应称，大连目前有29家全季酒店，上述“全李酒店”的地址并非他们全季旗下酒店，他们也没有“全李”的品牌。</p><p cms-style=\"font-L\">来源 | 极目新闻</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>网友大连街头偶遇“全李酒店”，以为大风将“季”字吹掉一撇，酒店回应：曾名为“全季酒店”，目前已不合作</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n网友大连街头偶遇“全李酒店”，以为大风将“季”字吹掉一撇，酒店回应：曾名为“全季酒店”，目前已不合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-05 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2026-05-05/doc-inhwvqcc2855935.shtml><strong>紫牛新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>转自：扬子晚报近日，有网友在大连街头偶然发现了一家“全李酒店”，起初他以为“季”字上一撇被风吹掉，结果打开地图软件发现，确实名为“全李酒店”。5月5日，极目新闻记者致电该酒店咨询，工作人员称，他们酒店曾名为“全季酒店”，但已下架不合作了，现为“全李酒店”。网友发帖网友发帖据了解，上述“全李酒店”位于大连市中山路上，地图软件显示名为全李酒店（大连西安路地铁站店）。在携程平台上，同样名为全李酒店（大连...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-05-05/doc-inhwvqcc2855935.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0008368742.USD":"首域中国增长基金I Acc","BK1588":"回港中概股","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","BK1164":"酒店、度假村与豪华游轮","LU0149534421.HKD":"SCHRODER ISF HONG KONG EQ \"A\" ACC","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS 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ROWE PRICE FUNDS SICAV CHINA EVOLUTION EQUITY \"A6P\" (USD) INC","BK4531":"中概回港概念","IE0032834883.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) INC","BK4588":"碎股","IE0008369823.USD":"FSSA HONG KONG GROWTH \"I\" ACC","BK4142":"酒店、度假村与豪华游轮","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC"},"source_url":"https://finance.sina.com.cn/jjxw/2026-05-05/doc-inhwvqcc2855935.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2633997866","content_text":"转自：扬子晚报近日，有网友在大连街头偶然发现了一家“全李酒店”，起初他以为“季”字上一撇被风吹掉，结果打开地图软件发现，确实名为“全李酒店”。5月5日，极目新闻记者致电该酒店咨询，工作人员称，他们酒店曾名为“全季酒店”，但已下架不合作了，现为“全李酒店”。网友发帖网友发帖据了解，上述“全李酒店”位于大连市中山路上，地图软件显示名为全李酒店（大连西安路地铁站店）。在携程平台上，同样名为全李酒店（大连西安路地铁站店），于2019年装修，其发布在平台封面图上的酒店招牌也确为“全李酒店”。不过，极目新闻记者发现，携程平台上，2025年11月，上述“全李酒店”在评论区曾以“全季酒店大连和平广场店”回复过住客。有住客2025年6月晒出的该酒店照片显示，招牌上为“全季酒店”。有网友也称，此前住过该酒店，当时确实名为“全季酒店”。5月5日，记者就该酒店名称问题在携程平台上向客服咨询，对方表示，“酒店目前为全李酒店，此前是全季酒店，与华住集团的合作已到期。如需确认最新品牌信息或服务细节，建议直接联系酒店前台核实。”随后，记者以消费者身份咨询酒店，工作人员明确称，他们叫“全李酒店”，跟全季酒店没有关系。至于此前是否名为全季酒店，该工作人员给予肯定答复，她解释称，现在没有跟华住合作，所以名为“全李酒店”。不过，她还表示：“我们家过几天会改名，重新装修加盟，也是华住会旗下的酒店。”公开资料显示，全季酒店成立于2010年，是华住集团旗下领先的中档酒店品牌。据华住集团2025年年报，截至2025年12月31日，一共有3,565家在营的全季酒店，另有752家开发中的全季酒店。对于上述“全李酒店”名称，华住酒店集团客服回应称，大连目前有29家全季酒店，上述“全李酒店”的地址并非他们全季旗下酒店，他们也没有“全李”的品牌。来源 | 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谁收到通知要去补税的了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/555695845446728","isVote":1,"tweetType":1,"viewCount":978,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513950802823958","authorId":"3513950802823958","name":"blood","avatar":"https://static.tigerbbs.com/fb8f62709be0ccaa582a0c0cafc5e6b8","crmLevel":5,"crmLevelSwitch":0,"idStr":"3513950802823958","authorIdStr":"3513950802823958"},"content":"按自然年算吗？我还亏2w呢","text":"按自然年算吗？我还亏2w呢","html":"按自然年算吗？我还亏2w呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553550158108736,"gmtCreate":1776178721092,"gmtModify":1776178724314,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 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Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"263972861263548","authorIdStr":"263972861263548"},"themes":[],"title":"","htmlText":"微软龙虾救了整个软件应用","listText":"微软龙虾救了整个软件应用","text":"微软龙虾救了整个软件应用","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553285736628272","repostId":"1188586358","repostType":2,"repost":{"id":"1188586358","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1776096546,"share":"https://www.laohu8.com/m/news/1188586358?lang=zh_CN&edition=full","pubTime":"2026-04-14 00:09","market":"nz","language":"zh","title":"异动解读 | 软件股反弹叠加\"大空头\"买入，Adobe盘中大涨5.03%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188586358","media":"异动解读","summary":"软件巨头Adobe今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。标普500指数软件和服务板块上涨3.4%，所有成分股均走高，Adobe也受益于这一板块的整体上涨趋势。此外，知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票，这一消息进一步提振了市场对该公司股票的信心。与此同时，券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞，但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。","content":"<p>软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。</p><p>消息面上，美国软件股在上周受人工智能相关担忧影响出现下跌后，今日普遍反弹。标普500指数软件和服务板块上涨3.4%，所有成分股均走高，Adobe也受益于这一板块的整体上涨趋势。</p><p>此外，知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票，这一消息进一步提振了市场对该公司股票的信心。</p><p>与此同时，券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞，但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出，Adobe在历史上曾表现出很强的定价能力，但随着大型科技平台的竞争加剧，这种定价能力可能难以维持。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 软件股反弹叠加\"大空头\"买入，Adobe盘中大涨5.03%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 软件股反弹叠加\"大空头\"买入，Adobe盘中大涨5.03%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-04-14 00:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。</p><p>消息面上，美国软件股在上周受人工智能相关担忧影响出现下跌后，今日普遍反弹。标普500指数软件和服务板块上涨3.4%，所有成分股均走高，Adobe也受益于这一板块的整体上涨趋势。</p><p>此外，知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票，这一消息进一步提振了市场对该公司股票的信心。</p><p>与此同时，券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞，但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出，Adobe在历史上曾表现出很强的定价能力，但随着大型科技平台的竞争加剧，这种定价能力可能难以维持。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ADBE":"Adobe"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188586358","content_text":"软件巨头Adobe(ADBE)今日盘中股价大幅上涨5.03%，引起了市场的广泛关注。消息面上，美国软件股在上周受人工智能相关担忧影响出现下跌后，今日普遍反弹。标普500指数软件和服务板块上涨3.4%，所有成分股均走高，Adobe也受益于这一板块的整体上涨趋势。此外，知名投资者、\"大空头\"Michael Burry被披露买入了Adobe的股票，这一消息进一步提振了市场对该公司股票的信心。与此同时，券商BTIG今日给予Adobe\"中性\"评级。该券商对该公司的人工智能战略感到鼓舞，但希望更加确信人工智能最终将如何重塑创意领域和Adobe的财务状况。BTIG指出，Adobe在历史上曾表现出很强的定价能力，但随着大型科技平台的竞争加剧，这种定价能力可能难以维持。","news_type":1,"symbols_score_info":{"ADBE":1}},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553192867472664,"gmtCreate":1776091423518,"gmtModify":1776091425824,"author":{"id":"263972861263548","authorId":"263972861263548","name":"九哥 Captain","avatar":"https://static.tigerbbs.com/0f08ba9d98da52cc9814dd4a3b2ae9e0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"263972861263548","authorIdStr":"263972861263548"},"themes":[],"title":"","htmlText":"来了 它来啦 吃了... 他来了&nbsp;","listText":"来了 它来啦 吃了... 他来了&nbsp;","text":"来了 它来啦 吃了... 他来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553192867472664","repostId":"1114434245","repostType":2,"repost":{"id":"1114434245","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776085644,"share":"https://www.laohu8.com/m/news/1114434245?lang=zh_CN&edition=full","pubTime":"2026-04-13 21:07","market":"us","language":"zh","title":"微软版龙虾来了？报道：Copilot拟引入OpenClaw技术，剑指全天候自主运行","url":"https://stock-news.laohu8.com/highlight/detail?id=1114434245","media":"华尔街见闻","summary":"4月13日，市场消息：$微软(MSFT)$正在开发新的Copilot功能，新功能受OpenClaw启发。","content":"<html><head></head><body><p>据科技媒体《The Information》报道，微软企业副总裁Omar Shahine领导的新团队正在探索将开源AI智能体OpenClaw的技术引入365 Copilot，目标是打造一批能够全天候自主运行、无需用户逐次指令即可处理复杂任务的AI智能体。首席执行官萨提亚·纳德拉（Satya Nadella）近期已将重组Copilot列为优先事项，并将多位高管的汇报线直接上收至CEO层级。</p><p style=\"text-align: justify;\">竞争压力背后是清晰的市场信号。微软今年以来股价累计下跌24%，在大型科技股中表现最差；与此同时，付费Copilot用户仅占Office 365用户总量的3%。Anthropic本月已宣布Claude可直接接入用户的Microsoft 365应用，并于上周五进一步预告了在Word文档中自动化操作的新功能，直接踏入Copilot的核心地盘。</p><h2 id=\"open-claw\">OpenClaw特性移植：全天候自主运行</h2><p style=\"text-align: justify;\">微软此轮Copilot改造的核心，是将OpenClaw的工作模式引入企业场景。OpenClaw以操控计算机的方式运行——拥有对特定应用的访问权与控制权，能够像人类用户一样全天候独立执行任务。</p><p style=\"text-align: justify;\">据两位直接知情人士透露，目前负责主导这一方向的是高级副总裁Charles Lamanna。纳德拉上月对Copilot工程团队进行重组后，Lamanna的汇报关系直接升至CEO，其旗下已有约十余名工程师被分配至专注于OpenClaw特性开发的新岗位。</p><p style=\"text-align: justify;\">具体功能层面，微软希望365 Copilot能够在后台持续运行，主动处理复杂任务，而非仅被动响应用户提问。一位参与该项目的人士举例称，未来版本的Copilot将能持续监控用户的Outlook邮件和日历，并在每天开始时自动生成待办事项建议；在Excel中，它还可以在用户操作某一标签页时，同步在后台整理其他标签页的内容。</p><p style=\"text-align: justify;\">此外，产品负责人还在讨论针对特定职能——如市场营销、销售或财务——开发专业化智能体。知情人士表示，专业化部署有助于限制智能体所需的权限范围，从而降低企业使用的安全风险。</p><h2 id=\"272809a1\">安全性仍是最大障碍</h2><p style=\"text-align: justify;\">尽管微软高层对上述方向持乐观态度，但自主AI智能体&#34;失控&#34;的先例使企业买家保持谨慎。参与该项目的人士坦承，相关工作尚处早期阶段，能否证明产品足够安全、达到企业级部署标准，将直接决定最终方案走向。</p><p style=\"text-align: justify;\">微软在基础设施层面具备一定优势。Azure云平台提供虚拟机服务，可作为OpenClaw运行的替代环境，而不必像当前许多个人用户那样专门购置Mac Mini来运行全天候智能体。微软去年发布的Agent 365产品也旨在帮助企业管理AI智能体，为其分配身份标识和应用登录凭证。</p><p style=\"text-align: justify;\">据知情人士透露，部分工程师目前已较为乐观，预计某些新功能有望赶在6月微软Build开发者大会前完成预览版本。但该人士同时强调，上述进展仍有较大不确定性，相关计划可能调整，甚至被搁置。</p><h2 id=\"a82608ce\">商业拉锯：客户在两端下注</h2><p style=\"text-align: justify;\">眼下，微软和Anthropic正在同一块市场上直接争夺企业客户，部分用户已开始主动比较两者的功能重叠之处。</p><p style=\"text-align: justify;\">德国制造商Ameco Group营销高管Alexandre Giess表示，他为团队购买了多个365 Copilot席位，但近期扩大了对Claude的订阅，原因是Claude在Excel自动化任务上表现更佳。他同时表示，将测试微软新推出的Cowork功能。&#34;看到微软的Cowork公告，我心想，如果微软已经内嵌了Claude，也许我就不需要单独付费订阅Claude了。如果微软能做到同等水平，我可能会切换回去。&#34;</p><p style=\"text-align: justify;\">微软商业业务负责人Judson Althoff上周向员工透露，第一财季Copilot销售超额完成&#34;激进目标&#34;，部分增长来自基于使用量计费的Copilot产品，而非单纯依赖每席位订阅。他要求销售团队向客户重点推介以高频重复使用AI智能体驱动消费量增长的使用方式。</p><p style=\"text-align: justify;\">然而，早期因体验欠佳而离开的客户，并不容易召回。保险公司National Life Group首席信息官Nimesh Mehta表示，该公司在Copilot测试阶段便已大幅削减预算，转向OpenAI的ChatGPT。&#34;我们的早期测试用户说，它完全没用，因为做每件事都要多花一倍时间。我们给它一份两页的文件让它总结，它给了我们一份四页的文件。&#34;Mehta补充说，&#34;我知道它现在好多了，也许我们会给它第二次机会，但我不确定这场争夺是否值得。&#34;</p><h2 id=\"copilot\">Copilot的结构性困境</h2><p style=\"text-align: justify;\">微软当前面临的竞争困境，根源在于其商业模式与AI能力边界之间的错位。365 Copilot以每月30美元的订阅价附加销售给Office用户，但截至今年1月，付费用户仅1500万，仅占Office 365用户总量的3%。</p><p style=\"text-align: justify;\">与此同时，Anthropic正在将Claude直接嵌入微软的核心应用生态——PowerPoint、Excel、Word——逐步绕开Copilot，直接触达企业用户。颇为微妙的是，微软本身也向Anthropic支付费用使用其模型，并于今年3月发布了由Anthropic驱动的Copilot Cowork功能。</p><p style=\"text-align: justify;\">纳德拉的回应是组织架构与产品战略的双重收紧：工程团队整合、高管汇报线上移、押注OpenClaw路线的自主智能体形态。这场重构能否在Build大会前拿出令开发者信服的成果，将是外界评估微软AI战略执行力的第一个重要节点。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>微软版龙虾来了？报道：Copilot拟引入OpenClaw技术，剑指全天候自主运行</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-13 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据科技媒体《The Information》报道，微软企业副总裁Omar Shahine领导的新团队正在探索将开源AI智能体OpenClaw的技术引入365 Copilot，目标是打造一批能够全天候自主运行、无需用户逐次指令即可处理复杂任务的AI智能体。首席执行官萨提亚·纳德拉（Satya Nadella）近期已将重组Copilot列为优先事项，并将多位高管的汇报线直接上收至CEO层级。</p><p style=\"text-align: justify;\">竞争压力背后是清晰的市场信号。微软今年以来股价累计下跌24%，在大型科技股中表现最差；与此同时，付费Copilot用户仅占Office 365用户总量的3%。Anthropic本月已宣布Claude可直接接入用户的Microsoft 365应用，并于上周五进一步预告了在Word文档中自动化操作的新功能，直接踏入Copilot的核心地盘。</p><h2 id=\"open-claw\">OpenClaw特性移植：全天候自主运行</h2><p style=\"text-align: justify;\">微软此轮Copilot改造的核心，是将OpenClaw的工作模式引入企业场景。OpenClaw以操控计算机的方式运行——拥有对特定应用的访问权与控制权，能够像人类用户一样全天候独立执行任务。</p><p style=\"text-align: justify;\">据两位直接知情人士透露，目前负责主导这一方向的是高级副总裁Charles Lamanna。纳德拉上月对Copilot工程团队进行重组后，Lamanna的汇报关系直接升至CEO，其旗下已有约十余名工程师被分配至专注于OpenClaw特性开发的新岗位。</p><p style=\"text-align: justify;\">具体功能层面，微软希望365 Copilot能够在后台持续运行，主动处理复杂任务，而非仅被动响应用户提问。一位参与该项目的人士举例称，未来版本的Copilot将能持续监控用户的Outlook邮件和日历，并在每天开始时自动生成待办事项建议；在Excel中，它还可以在用户操作某一标签页时，同步在后台整理其他标签页的内容。</p><p style=\"text-align: justify;\">此外，产品负责人还在讨论针对特定职能——如市场营销、销售或财务——开发专业化智能体。知情人士表示，专业化部署有助于限制智能体所需的权限范围，从而降低企业使用的安全风险。</p><h2 id=\"272809a1\">安全性仍是最大障碍</h2><p style=\"text-align: justify;\">尽管微软高层对上述方向持乐观态度，但自主AI智能体&#34;失控&#34;的先例使企业买家保持谨慎。参与该项目的人士坦承，相关工作尚处早期阶段，能否证明产品足够安全、达到企业级部署标准，将直接决定最终方案走向。</p><p style=\"text-align: justify;\">微软在基础设施层面具备一定优势。Azure云平台提供虚拟机服务，可作为OpenClaw运行的替代环境，而不必像当前许多个人用户那样专门购置Mac Mini来运行全天候智能体。微软去年发布的Agent 365产品也旨在帮助企业管理AI智能体，为其分配身份标识和应用登录凭证。</p><p style=\"text-align: justify;\">据知情人士透露，部分工程师目前已较为乐观，预计某些新功能有望赶在6月微软Build开发者大会前完成预览版本。但该人士同时强调，上述进展仍有较大不确定性，相关计划可能调整，甚至被搁置。</p><h2 id=\"a82608ce\">商业拉锯：客户在两端下注</h2><p style=\"text-align: justify;\">眼下，微软和Anthropic正在同一块市场上直接争夺企业客户，部分用户已开始主动比较两者的功能重叠之处。</p><p style=\"text-align: justify;\">德国制造商Ameco Group营销高管Alexandre Giess表示，他为团队购买了多个365 Copilot席位，但近期扩大了对Claude的订阅，原因是Claude在Excel自动化任务上表现更佳。他同时表示，将测试微软新推出的Cowork功能。&#34;看到微软的Cowork公告，我心想，如果微软已经内嵌了Claude，也许我就不需要单独付费订阅Claude了。如果微软能做到同等水平，我可能会切换回去。&#34;</p><p style=\"text-align: justify;\">微软商业业务负责人Judson Althoff上周向员工透露，第一财季Copilot销售超额完成&#34;激进目标&#34;，部分增长来自基于使用量计费的Copilot产品，而非单纯依赖每席位订阅。他要求销售团队向客户重点推介以高频重复使用AI智能体驱动消费量增长的使用方式。</p><p style=\"text-align: justify;\">然而，早期因体验欠佳而离开的客户，并不容易召回。保险公司National Life Group首席信息官Nimesh Mehta表示，该公司在Copilot测试阶段便已大幅削减预算，转向OpenAI的ChatGPT。&#34;我们的早期测试用户说，它完全没用，因为做每件事都要多花一倍时间。我们给它一份两页的文件让它总结，它给了我们一份四页的文件。&#34;Mehta补充说，&#34;我知道它现在好多了，也许我们会给它第二次机会，但我不确定这场争夺是否值得。&#34;</p><h2 id=\"copilot\">Copilot的结构性困境</h2><p style=\"text-align: justify;\">微软当前面临的竞争困境，根源在于其商业模式与AI能力边界之间的错位。365 Copilot以每月30美元的订阅价附加销售给Office用户，但截至今年1月，付费用户仅1500万，仅占Office 365用户总量的3%。</p><p style=\"text-align: justify;\">与此同时，Anthropic正在将Claude直接嵌入微软的核心应用生态——PowerPoint、Excel、Word——逐步绕开Copilot，直接触达企业用户。颇为微妙的是，微软本身也向Anthropic支付费用使用其模型，并于今年3月发布了由Anthropic驱动的Copilot Cowork功能。</p><p style=\"text-align: justify;\">纳德拉的回应是组织架构与产品战略的双重收紧：工程团队整合、高管汇报线上移、押注OpenClaw路线的自主智能体形态。这场重构能否在Build大会前拿出令开发者信服的成果，将是外界评估微软AI战略执行力的第一个重要节点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9e6cb1a33dd64f159118795f199c2f3","relate_stocks":{"LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1196500208.SGD":"NORDEA STABLE RETURN \"HB\" (SGDHDG) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial 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