Anthropic发布Cowork研究预览功能，将Claude Code能力从编程扩展至企业日常工作流程。新功能可自动化处理日程总结、报告创建、文件整理等任务，并可连接相关工具、数据库和应用程序。分析师认为这标志着Anthropic致力于让AI助手适用于更广泛的商业功能，特别是研究、项目管理、运营和分析等领域。不过该公司也提醒，Cowork可能误解指令执行破坏性命令，存在安全风险。

Rich Lesser, Global Chairman, Boston Consulting Group, is a leading voice on global strategy, leadership and geopolitics.

中信证券研报称，展望2026年，算力发展具备高确定性，超节点技术迎来拐点性机遇，大厂Capex验证需求逻辑，叠加国产算力厂商竞争力提升，看好国产算力芯片及国产系统级厂商投资机遇。在模型能力快速提升的背景下，AI应用百花齐放、建议重点关注以办公、Coding、Agent、多模态为代表的AI应用，同时在出海拓展及内需政策支持下，AI应用有望迎来拐点机遇。

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