In early 2024, Anthropic was training Claude Sonnet 3.5 on some of those messy code repositories. When the model launched that June, many users were impressed with its coding abilities. This was particularly true at a startup called Cursor, founded by a group of twentysomethings, which let developers code with AI by asking for changes in plain English. When the company incorporated Anthropic’s new model, Cursor’s usage began rocketing upward, according to a person close to the startup. Within months, Anthropic would begin internal testing of its own version: Claude Code.
当前全球地缘秩序加速重构，具备重资产、低淘汰率属性的有色板块作为硬资产避风港，成为资金配置的重要方向。短期来看，原油价格上行推升滞胀预期，压制板块情绪，有色板块出现阶段性调整，部分细分品种回调幅度明显，带来了较好的布局窗口。中长期看，上游资本开支不足致供给刚性，新兴产业需求扩张，供需紧平衡支撑盈利改善，板块价值重估具备坚实支撑。
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