截至2026年3月5日11:06，通信设备指数(931160)强势上涨3.99%，盘中最高涨超5%。成分股国盾量子上涨12.53%，新易盛上涨12.22%，中际旭创上涨6.52%，永鼎股份、剑桥科技等个股跟涨。
大模型和云计算之间存在天然的正向循环：模型越大，推理所需的算力越多，客户就越需要购买云计算服务。对阿里云来说，大模型是完美的商业叙事——它同时推高了客户的算力需求和对云平台的依赖。
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Израиль заявил об атаке на офис президента ИранаЦАХАЛ: Израиль атаковал резиденцию президента Ирана Пезешкиана
People increasingly use large language models (LLMs) to explore ideas, gather information, and make sense of the world. In these interactions, they encounter agents that are overly agreeable. We argue that this sycophancy poses a unique epistemic risk to how individuals come to see the world: unlike hallucinations that introduce falsehoods, sycophancy distorts reality by returning responses that are biased to reinforce existing beliefs. We provide a rational analysis of this phenomenon, showing that when a Bayesian agent is provided with data that are sampled based on a current hypothesis the agent becomes increasingly confident about that hypothesis but does not make any progress towards the truth. We test this prediction using a modified Wason 2-4-6 rule discovery task where participants (N=557N=557) interacted with AI agents providing different types of feedback. Unmodified LLM behavior suppressed discovery and inflated confidence comparably to explicitly sycophantic prompting. By contrast, unbiased sampling from the true distribution yielded discovery rates five times higher. These results reveal how sycophantic AI distorts belief, manufacturing certainty where there should be doubt.