Key Takeaways IONQ is poised for long-term upside as quantum growth moderates in 2026 after rapid expansion in 2024-2025.IBM advances quantum progress with new processors, Qiskit expansion and DARPA benchmarking targets for 2026.D-Wave Quantum shows early optimization traction, but annealing systems remain exposed to funding cycles.Quantum computing remains in a nascent yet strategically critical phase, with global revenues projected to reach $2 billion this year (as per an investing.com report), driven lar ...

来源：市场资讯 （来源：科创100ETF基金） 道琼斯工业平均指数首次突破50,000点大关，成分股中英伟达涨超7%，卡特彼勒涨超6%，高盛、摩根 大通涨超4%，迪斯尼、IBM涨超3%，联合健康、沃尔玛、思科涨超2%。 ...

We recently published Jim Cramer Discussed These 12 Stocks & Wondered Whether He Should Melt Silver. International Business Machines Corporation (NYSE:IBM) is one of the stocks that Jim Cramer discussed. International Business Machines Corporation (NYSE:IBM) is one of Cramer’s top stocks in the technology space. Over the past couple of months, the CNBC TV host has praised the firm’s quantum computing business. International Business Machines Corporation (NYSE:IBM)’s shares are up by 9.8% over the past yea ...

作者：情报员 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，国际商业机器公司取得一项名为"防篡改混淆电路"的专利，授权公告号 CN115803741B，申请日期为2021年7月。 ...

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 国家知识产权局信息显示，国际商业机器公司取得一项名为"改善磁共振成像注释"的专利，授权公告号 CN114550882B，申请日期为2021年11月。 作者：情报员 ...

Core Insights - The article emphasizes the rapid evolution of marketing intelligence agents, which are transforming from auxiliary tools to autonomous decision-making systems in marketing, driven by advancements in AI technology [1][4][11]. Market Trends and Global Dynamics - Three major changes are identified: accelerated changes in platform advertising environments, rising privacy requirements, and increased digital marketing investments by companies [2]. Emergence of Global Marketing Intelligence Agents - The application of computer technology in marketing is undergoing a profound transformation, evolving from data analysis and decision support to full-chain marketing automation systems [4][11]. Challenges for Chinese Enterprises in Overseas Marketing - Chinese companies face significant challenges in overseas marketing, including cultural differences, complex channels, privacy and compliance issues, and cross-border payment difficulties [6]. Opportunities for Chinese Enterprises in Overseas Marketing - Marketing intelligence agents provide crucial support in content creation, compliance review, and localization for Chinese enterprises venturing abroad, leveraging the rapid iteration of open-source large language models [8]. Definition of Marketing Intelligence Agents - Marketing intelligence agents are defined as products based on generative AI or machine learning algorithms that can autonomously or semi-autonomously execute marketing-related tasks, assisting or replacing human marketing efforts [9]. Transition from Marketing Tools to Autonomous Agents - The development of marketing technology is transitioning from "tools" to "agents," with these agents now capable of real-time optimization across multiple channels [11][13]. Key Capabilities of Marketing Intelligence Agents - The four core capability areas of marketing intelligence agents include market insights, content generation, campaign optimization, and evaluation report generation, enabling full-chain automated marketing and continuous optimization [15]. Future Technology Trends - The collaboration of multiple agents forms a closed-loop system, combining creative, deployment, and analytical agents to achieve a cycle of creative generation, advertising deployment, data feedback, and strategy adjustment [17]. Challenges in AI + SaaS Models - The monetization of AI within SaaS models faces challenges, with companies adopting a consistent commercial approach but maintaining conservative expectations regarding AI's impact on financial reports [19]. Global and Chinese AI Marketing Market Environment - The AI + marketing market is rapidly evolving, driven by technological innovation, regulatory policies, and changes in business models, with both international and Chinese markets transitioning from "tool-based" to "intelligent" approaches [22]. Commercial Model Analysis of Marketing Intelligence Agents - The commercial model of marketing intelligence agents is evolving from a "single software subscription" to a "multi-dimensional revenue system," encompassing SaaS subscriptions, advertising revenue sharing, and value-added services [31]. Market Size and Forecast for China's Intelligent Marketing Agents - The market for intelligent marketing agents in China is expected to exceed 100 billion yuan by 2030, driven by the integration of AI technologies and the digital transformation of the advertising industry [34]. Digital Marketing Penetration in China - China's digital economy is growing rapidly, with a growth rate of 7.39%, and the digital marketing sector is entering a phase of accelerated penetration due to advancements in AI technologies [36]. Policy Framework for AI + Marketing in China - China has established a multi-layered policy framework to support and regulate the integration of AI and marketing, covering strategic guidance, technological research, industry applications, and compliance [38][41]. Global Opportunities for Chinese Enterprises - Chinese marketing intelligence products have a global opportunity to challenge existing giants by offering next-generation, AI-native automated infrastructure, leveraging unique business and talent structures [45][48].

WASHINGTON, Feb. 5, 2026 /PRNewswire/ -- IBM (NYSE: IBM) today announced it was selected to support the Missile Defense Agency's Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program. This indefinite-delivery/indefinite-quantity (IDIQ) contract, with a ceiling of $151 billion, encompasses a broad range of work areas that allow for the rapid delivery of innovative capabilities to the warfighter with increased speed and agility. IBM has supported the U.S. federal government for nearly a cen ...

Core Viewpoint - The article discusses the challenges of heat dissipation in modern semiconductor technology, particularly as transistor sizes shrink and power density increases due to advancements in artificial intelligence. IBM's Thermonat project aims to address these challenges by modeling semiconductor thermal behavior at the atomic level, achieving unprecedented accuracy and speed in predictions [2][3][6]. Group 1: Heat Dissipation Challenges - The speed of new smartphone releases has slowed due to heat dissipation issues arising from increased processing power in confined spaces [2]. - The shrinking size of transistors has led to significant heat generation, complicating the design of cooling systems for new chips [3][6]. Group 2: IBM's Thermonat Project - IBM's Thermonat project focuses on overcoming heat dissipation challenges by accurately modeling thermal behavior in semiconductors, achieving prediction accuracy within 1 degree Celsius, which is 0.002% [6]. - The project utilizes machine learning to create simplified models that maintain accuracy while reducing data processing requirements, resulting in simulation speeds that are 50,000 times faster than existing methods [5][6]. Group 3: Multidisciplinary Approach - The success of the Thermonat project is attributed to the collaboration of multidisciplinary experts within IBM, including materials scientists and thermal system specialists, leveraging extensive internal semiconductor data [8]. - The project also benefits from partnerships with companies like Synopsys, utilizing advanced machine learning techniques to enhance model accuracy and speed [8]. Group 4: Implications for Chip Design - Improved thermal modeling tools will enable engineers to design chip layouts that consider heat dissipation, potentially enhancing chip performance and efficiency [3][9]. - The methodologies developed in the Thermonat project can be applied broadly across semiconductor applications where heat generation is a concern, indicating a versatile tool for future chip development [9].

公众号记得加星标⭐️，第一时间看推送不会错过。 将系统拆分成多芯片（multi-die）组件，可以优先处理不同的处理器和功能，同时简化在非关键组件 短缺时的应急预案。此外，无需将所有组件都塞进最先进的工艺节点上尺寸与光罩大小相同的SoC芯 片中，而是可以根据实际情况选择合适的工艺节点来开发不同的芯片。 缩小功能尺寸对某些逻辑电路仍然很重要，但能够扩展到最先进节点的功能在整体设计中所占的比例 越来越小。另一方面，只要处理器和内存之间的数据传输速度足够快，能够处理爆炸式增长的人工智 能数据，就可以添加更多以芯片组形式存在的晶体管来提升性能。 " 具 体 到 2nm 工 艺 ， 这 些 复 杂 的 集 成 系 统 中 可 能 只 有 少 数 部 件 会 采 用 最 先 进 的 技 术 节 点 ， " Lam Research公司副总裁David Fried表示。"最终会形成一种优化。你需要为系统的每个元件选择最佳技 术。过去，我们通过单片集成来优化功耗、性能、面积和成本。而先进封装技术使我们能够针对各个 子系统优化功耗、性能、面积和成本。其结果通常是通过异构集成将不同的技术结合起来。芯片组是 分层系统集成的自然演进 ...

The U.S. stock market is experiencing mixed trading patterns on Wednesday, February 4th, 2026, with a notable rotation out of technology giants and into broader market sectors. While the Dow Jones Industrial Average shows resilience, major tech stocks continue to weigh heavily on the S&P 500 and Nasdaq Composite, marking a second consecutive day of pressure for the tech-heavy indexes. Investors are closely monitoring a flurry of earnings reports and key economic data releases, which are shaping midday marke ...