当英伟达未能就未来的驱动因素提供更多细节，甚至暗示了对过热 AI 经济的担忧时，对估值高度敏感的华尔街立刻选择了用脚投票。基础设施投资的可持续性，被打上了一个巨大的问号。
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Anthropic recently built a 100,000-line C compiler using parallel AI agents in two weeks, for under $20,000. It boots Linux and compiles SQLite, PostgreSQL, Redis, and Lua. AI can now produce large-scale software at astonishing speed. But can it prove the compiler correct? Not yet.
2 February 2026ShareSave
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With the domestic economy in the doldrums, China has maintained growth by exporting. Its trade surplus surged to a record of nearly $1.2 trillion last year, though exports to the U.S. fell after President Donald Trump sharply raised tariffs. But the growth in exports to other countries has met pushback from governments worried about their own industries and workers.
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