When your best engineers keep getting phone calls from rivals, you start writing bigger checks. ByteDance, the company behind TikTok, is rolling out a targeted equity incentive program for its Seed AI...

<div><div>
<p>When your best engineers keep getting phone calls from rivals, you start writing bigger checks. ByteDance, the company behind TikTok, is rolling out a targeted equity incentive program for its Seed AI division, offering monthly stock option grants to keep its artificial intelligence talent from walking out the door.</p>
<adv/><p>The move comes as China’s tech giants are locked in an increasingly aggressive battle over AI researchers and engineers, with companies like Tencent and DeepSeek reportedly picking off skilled professionals from competitors at a pace that’s forcing the entire industry to rethink compensation.</p>
<adv/><h2>What the incentive package looks like</h2>
<p>Under the new plan, employees in ByteDance’s Seed AI division will receive monthly stock option grants ranging from 90,000 to 130,000 units. The exact amount depends on performance reviews and seniority level.</p>
<p>These options vest over 18 months, which is the retention mechanic at work. Walk away early and you leave money on the table.</p>
<div>
<div>Advertisement</div>
<template/>
</div> <p>ByteDance has set an internal valuation of $5B for the equity incentive program. That figure is notably lower than broader market estimates of what ByteDance’s shares might actually be worth, which could mean employees are getting options priced at a discount, making the upside even more attractive if the company ever goes public or allows secondary sales at higher valuations.</p>
<p>The Seed division itself was established in 2023 with a focus on developing large language models and generative AI tools.</p>
<h2>The $23 billion AI spending spree</h2>
<p>ByteDance plans to allocate $23B (roughly RMB 160 billion) toward AI capital expenditures in 2026. That’s up from RMB 150 billion in 2025.</p>
<p>More than half of that 2026 budget is earmarked for advanced semiconductor development.</p>
<p>ByteDance is also expanding its talent pipeline internationally. The company aims to recruit around 100 AI professionals in the US by February 2026.</p>
<h2>China’s AI talent wars are getting brutal</h2>
<p>The backdrop to all of this is a Chinese tech ecosystem where poaching AI talent has gone from competitive nuisance to existential threat. Cross-company movements of engineers and researchers have intensified across the sector, with high-profile hires from companies like DeepSeek making headlines.</p>
<h2>What this means for investors</h2>
<p>ByteDance remains a private company, so there’s no public stock to trade on this news.</p>
<p>The sheer scale of ByteDance’s AI spending, $23B in a single year, confirms that the global AI infrastructure buildout is not slowing down.</p>
<p>ByteDance’s decision to recruit AI talent in the US adds another dimension to the already complicated geopolitical landscape around technology transfer. With TikTok’s future in the US market still subject to regulatory uncertainty, the company’s expansion of its American AI workforce could either ease tensions by demonstrating local investment, or heighten scrutiny from lawmakers already wary of Chinese tech firms operating on US soil.</p>

</div></div>

ByteDance offers special stock incentives to AI team to combat poaching

當你最優秀的工程師不斷接到競爭對手的電話時，你就得開始開出更大的支票。TikTok 的母公司字節跳動正在為其 Seed AI 團隊推出一項定向股權激勵計劃……

<div><div><p>當你的頂尖工程師不斷接到競爭對手的電話時，你就得開始加大投入。 TikTok 的母公司位元組跳動正在為其人工智慧部門 Seed AI 推出一項定向股權激勵計劃，每月授予員工股票選擇權，以留住人工智慧人才。</p><adv/><p>此舉正值中國科技巨頭們在人工智慧研究人員和工程師的爭奪戰中愈演愈烈之際，據報道，騰訊和DeepSeek等公司正以驚人的速度從競爭對手那裡挖走技術嫻熟的專業人才，迫使整個行業重新思考薪酬體系。</p><adv/><h2>激勵方案的具體內容</h2><p>根據新方案，位元組跳動旗下Seed AI部門的員工每月將獲得9萬至13萬股不等的股票選擇權。具體數量取決於績效考核和資歷。</p><p>這些選擇權分18個月逐步歸屬，這是公司為了留住人才而採取的機制。提前退出，你等於放棄了應得的收益。</p><div><div>廣告</div><template/></div><p>位元組跳動內部將股權激勵計畫的估值定為50億美元。這一數字明顯低於市場對位元組跳動股票實際價值的普遍預期，這意味著員工可能以折扣價獲得期權，如果公司未來上市或以更高的估值進行二級市場交易，這些期權的上漲潛力將更具吸引力。</p><p> Seed 部門成立於 2023 年，專注於開發大型語言模型和生成式人工智慧工具。</p><h2> 230億美元的人工智慧支出狂潮</h2><p>字節跳動計畫在2026年投入230億美元（約合人民幣1,600億元）用於人工智慧領域的資本支出。這比2025年的1500億元增加。</p><p> 2026 年預算的一半以上將用於先進半導體的研發。</p><p>字節跳動也在積極拓展其國際人才儲備。該公司計劃在2026年2月於美國招募約100名人工智慧專業人才。</p><h2>中國的AI人才爭奪戰愈演愈烈。</h2><p>這一切的背景是中國科技生態系統，在這個生態系統中，挖走人工智慧人才已經從競爭中的小麻煩演變成生存威脅。工程師和研究人員的跨公司流動在整個行業內愈演愈烈，像DeepSeek這樣的公司挖走高薪人才更是頻頻登上新聞頭條。</p><h2>這對投資者意味著什麼</h2><p>位元組跳動仍然是一家私人公司，因此沒有公開交易的股票可以藉此訊息進行交易。</p><p>位元組跳動在人工智慧領域一年內投入 230 億美元，如此龐大的投入規模證實，全球人工智慧基礎設施建設並未放緩。</p><p>字節跳動決定在美國招募人工智慧人才，為本已錯綜複雜的技術轉移地緣政治格局增添了新的維度。鑑於TikTok在美國市場的未來仍面臨監管方面的不確定性，該公司擴大其在美國的人工智慧團隊規模，既有可能透過展現本地投資來緩解緊張局勢，也有可能加劇那些本就對在美國運營的中國科技公司保持警惕的立法者的審查。</p></div></div>

字節跳動向人工智能團隊提供特殊股票激勵，以打擊挖角行為。

芯片巨頭美光科技總市值突破 10000 億美元，其憑藉製造成本控制穿越多輪行業洗牌，當前在高端 HBM 賽道追趕、中低端市場競爭以及中國核心市場調整中面臨新一輪週期博弈。

三星靠技術週期，海力士靠 HBM，美光憑什麼贏了萬億市值？

以太坊（姨太）目前交易價格在 2120鎂左右，此前它跌破了上漲行情平行通道的下軌，並在上週跌破了 2140鎂的 0.236 斐波那契水平，令買賣雙方都陷入了困境……

以太坊波動性跌至數月來最低水平：它會上漲行情還是下降？

本文按時間線梳理 Hyperliquid、Aster、Lighter、edgeX、StandX 過去一年的關鍵進展，看看 HYPE 暴漲背後，Perp DEX 賽道正在發生哪些變化。