ANTHROPIC released Claude Sonnet 5.5, a mid-tier model in the Claude 5.5 family aimed at knowledge-work tasks including code repair, documents, presentations and spreadsheets. The firm says Sonnet 5.5 runs more than 30% faster than Sonnet 5 and can cut execution costs by up to 30% due to efficiency gains. Sonnet 5.5 scored 70.6% on Terminal-Bench 4.0 code tests versus Sonnet 5’s 10.3%, and shows improvements in long-context tasks, image understanding and knowledge work. Pricing remains unchanged

2026-09-29

ANTHROPIC released Claude Sonnet 5.5, a mid-tier model in the Claude 5.5 family aimed at knowledge-work tasks including code repair, documents, presentations and spreadsheets. The firm says Sonnet 5.5 runs more than 30% faster than Sonnet 5 and can cut execution costs by up to 30% due to efficiency gains. Sonnet 5.5 scored 70.6% on Terminal-Bench 4.0 code tests versus Sonnet 5’s 10.3%, and shows improvements in long-context tasks, image understanding and knowledge work. Pricing remains unchanged from Sonnet 5 at $2 per mln input tokens, $10 per mln output tokens and $0.2 per mln cached reads; the model is live on the Claude platform and available via AWS, Google Cloud and Microsoft Azure. ANTHROPIC says the model adds upgraded network security protections to the Sonnet line for the first time.

其他消息
2026-09-29

1. 評級與目標價:德銀維持SpaceX“買入”評級,目標價235美元。以9月25日收盤價148.68美元計算,隱含約58%上行空間。 2. 算力規模快速擴張:SpaceX 2026年底算力爲1.4吉瓦(GW),公司指引超過2GW。馬斯克披露,本週將新增22萬塊英偉達GB300芯片並全面投入運行,11月再新增22萬塊,12月底可能再新增22萬塊。德銀測算,每22萬塊GB300約對應440兆瓦算力,據此預計SpaceX 11月算力約2.3GW,2027年初約2.7GW。新增算力將用於雲託管、推理服務(Cursor、Grok Bot)及模型訓練(Grok 5)。公司同時部署3.3吉瓦時電網級電池,保障電力供應。 3. 雲合同鎖定收入:五個已簽約的新興雲服務(neocloud)客戶合計年化收入約545億美元。德銀估計這些合同佔用1.2至1.4GW算力,對應每GW 400至450億美元,處於行業每GW 300至500億美元區間的高端。隨着更多算力上線,預計將有更多大額合同落地。(德銀9月28日報告)

2026-09-29

9月28日,巴菲特指數(滬深300市值/GDP)降至89.49%;股債性價比指標——滬深300指數股權風險溢價(ERP)進一步升至5.95%,處於逾一年偏高附近;從大週期來看,該指標仍處在過去四年波動區間中間區域,接近6%的關鍵水平,暗示目前股市相對國債收益的吸引力處於中性略偏高水平。 -------- 注:1、巴菲特指數是通過將股市總市值和GDP來比較,判斷目前股市是否高估,通常70-100%爲正常估值,低於該區間爲低估,高於該區間爲高估。 2、滬深300指數風險溢價(ERP)主要對比滬深300收益和國債收益率,統計近10年數據可以發現該指標和股指有明顯反向關係,每次股市都處於底部區域時,風險溢價均超過6%,也就是當ERP≥6%,股市有投資性價比,而當ERP≤4%時,則股市往往接近或處於階段性高點,投資性價比低甚至要小心回調風險。