特朗普下令美国政府机构在六个月内停止使用 Anthropic 的 AI，随后 OpenAI 与五角大楼签约填补空缺，但又在几天后表示将修改协议；与此同时，Block 宣布裁员 4,000 人，超过其员工总数的 40%，并将这一调整归因于 AI 对企业运营方式的改变。监管与并购也在推进：派拉蒙收购华纳兄弟探索频道面临反垄断审查，而 Netflix 在其出价被认为较弱后退出竞购。
英国 2026 年 GDP 增长预期被从 1.4% 下调至 1.1%，失业率预计升至 5.3%，通胀预计从 1 月的 3% 降至 2.3%，而福利支出将升至 GDP 的 10.9%；相比之下，欧元区 2 月通胀从 1.7% 升至 1.9%，显示伊朗冲突引发的能源冲击正在重新推高价格压力。中国将今年的增长目标设在 4.5% 至 5%，为数十年来最低区间，去年则正好增长 5%；巴西经济在 2025 年仅增长 2.3%，第四季度环比仅增 0.1%，表明主要经济体的增长总体正在放缓。
企业数据进一步强化了这种疲软基调：比亚迪 2 月售出 190,190 辆新能源汽车，同比下降 41%，而伯克希尔哈撒韦则持有 3,730 亿美元现金，准备在更有利的时机进行收购。消费领域同样承压，BrewDog 将其全球品牌、英国酿造业务和 11 家酿酒酒吧出售给 Tilray，并立即关闭 38 家酒吧，凸显曾在 2007 年后快速扩张的品牌如今正在急剧收缩。
Trump ordered U.S. government agencies to stop using Anthropic’s AI within six months, after which OpenAI signed a Pentagon contract to fill the gap but said days later that it would amend the deal; meanwhile, Block said it would cut 4,000 jobs, more than 40% of its workforce, framing the move as an AI-driven restructuring. Regulation and consolidation also advanced: Paramount’s bid for Warner Bros Discovery faces antitrust review, while Netflix withdrew after its offer was judged weaker.
Britain’s 2026 GDP-growth forecast was cut from 1.4% to 1.1%, unemployment is projected to rise to 5.3%, inflation is expected to fall from 3% in January to 2.3%, and welfare spending is set to reach 10.9% of GDP; by contrast, euro-area inflation rose from 1.7% in January to 1.9% in February, showing that the Iran-linked energy shock is reapplying upward pressure on prices. China set this year’s growth target at 4.5%-5%, its lowest range in decades, after hitting exactly 5% last year; Brazil’s economy grew only 2.3% in 2025 and just 0.1% quarter on quarter in the fourth quarter, indicating broad deceleration across major economies.
Company figures reinforced the weaker tone: BYD sold 190,190 new-energy vehicles in February, down 41% year on year, while Berkshire Hathaway held $373bn in cash for future acquisitions at better valuations. Consumer-facing stress was also visible in BrewDog’s sale of its global brand, UK brewing operations, and 11 brewpubs to Tilray, alongside the immediate closure of 38 pubs, signaling a sharp retrenchment for a brand that expanded rapidly after 2007.
Source: Business
Dateline: 3月 05, 2026 04:16 上午