2026年2月24日,Anthropic 宣布扩展 Claude Cowork 工具,面向人力资源、投资银行与设计等企业职能,并将此次发布定位为把 AI 直接嵌入专业化工作流程,而不只是用于问答。这次发布紧随更早前的 Claude 部署之后,当时曾引发市场对 AI 驱动替代风险的强烈焦虑;同时,近期估值达 $380 billion 的 Anthropic 与 OpenAI 也在加剧竞争,以在金融与医疗等领域自动化更高价值的专业工作。
新套件包含合作伙伴构建的整合,尤其是与 FactSet 的整合,另有可依组织标准调校的企业外挂,重点集中在金融分析、股票研究、私募股权与财富管理。市场在 Anthropic 直播期间立即反应:Spotify 因萤幕提及一度上涨 3%,之后转跌;而 FactSet、S&P Global 与 Moody’s 各自上涨至少 2%。这也延续了先前的冲击:一次法律工作自动化发布被关联到数日内软体股市值蒸发近 $1 trillion,而较新的用于复杂金融研究的 Opus 模型发布也与部分金融服务股下跌同时出现。
Anthropic 引述 Novo Nordisk 的运营证据:临床研究报告长达 300 页,过去通常需耗时数月,且撰写者平均每年仅略高于 2 份报告;据称基于 Claude 的工作流程把原本 10-week 的流程缩短到 10 minutes,意味著约 10,000:1 的时间压缩(约 70 days 到 10 minutes)。公司还表示其商业客户已超过 300,000,并称在美国工作中,凡至少 25% 任务使用 Claude 的职位占比,已由一年前的每 3 个职位中有 1 个升至如今每 2 个职位中有 1 个。高管认为,替代进程可能不均衡,因为模型表现取决于资料品质与组织知识沉淀,包括系统中未被记录的默会资讯。
On February 24, 2026, Anthropic announced expanded Claude Cowork tools for enterprise functions including human resources, investment banking, and design, positioning the launch as a move to embed AI directly into specialized workflows rather than only question-answering. The release follows earlier Claude deployments that triggered sharp market anxiety about AI-driven substitution risk, and comes as Anthropic, recently valued at $380 billion, and OpenAI intensify competition to automate higher-value professional work across sectors such as finance and healthcare.
The new package includes partner-built integrations, notably with FactSet, plus customizable enterprise plug-ins tuned to organizational standards, with a heavy concentration in financial analysis, equity research, private equity, and wealth management. Markets reacted immediately during Anthropic’s livestream: Spotify rose as much as 3% after an on-screen mention before reversing lower, while FactSet, S&P Global, and Moody’s each gained at least 2%. This followed prior shocks in which a legal-work automation release was linked to nearly $1 trillion erased from software-stock value within days, and a newer Opus model for complex financial research coincided with declines in some financial-services shares.
Anthropic cited operating evidence from Novo Nordisk, where clinical study reports of up to 300 pages had historically taken months and writers averaged slightly more than 2 reports per year; a Claude-based workflow reportedly reduced a 10-week process to 10 minutes, implying a roughly 10,000:1 time compression (about 70 days to 10 minutes). The company also reported more than 300,000 business customers and said Claude’s share in US jobs where it is used for at least 25% of tasks rose from 1 in 3 jobs a year ago to 1 in 2 today. Executives argued displacement may proceed unevenly because model performance depends on data quality and organizational knowledge capture, including tacit information not documented in systems.