中国定调AI五年规划，博通上修芯片预期，印度IT承压，Anthropic发布岗位图谱

1) 中国发布新五年规划：将AI、量子与具身智能机器人列为重点突破方向，产业资源继续向底层能力与落地倾斜 2) 博通上调AI芯片展望：预计2027年相关收入超1000亿美元，定制ASIC路线加速抬升 3) 印度IT板块出现七个月最大外资流出：市场担忧AI替代压缩传统外包利润，交付模式被迫重构 4) Anthropic推出劳动力影响追踪工具：按职业披露任务覆盖与暴露度，企业与监管获得量化参考进展更新：【更新】英伟达收紧头部模型股权投资后，博通高增长指引进一步确认AI芯片竞争正转向系统级多路线前往小宇宙评论区与主播互动

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中国定调AI五年规划，博通上修芯片预期，印度IT承压，Anthropic发布岗位图谱

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