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2026年,AI手机会出现iPhone时刻吗丨小白商业观
Jing Ji Guan Cha Bao· 2025-12-05 10:47
然而,随着AI应用向纵深发展,软硬件一体化趋势正在重塑行业格局,也引发了前所未有的冲突。 软件巨头当然不甘心仅作为App存在,希望通过"AI超级助手"接管手机控制权。豆包手机助手的尝试便 是一个典型信号——它正在尝试跨越App边界,直接帮用户完成订票、支付等操作。这种"绕过"传统操 作系统逻辑的方案,本质上是对现有应用生态的挑战。反观硬件厂商,为了防御并构建自己的生态壁 垒,也纷纷将AI能力内化为系统的一部分。 (原标题:2026年,AI手机会出现iPhone时刻吗丨小白商业观) 陈白/文 对中国手机厂商而言,即将到来的2026年,或许将成为智能手机普及以来最为艰难,却也最具 决定性的一年。 12月1日,字节跳动旗下的豆包宣布上线手机助手,试图重塑人机交互逻辑。这被视为软件厂商向AI (人工智能)手机领域进军。AI手机是继智能机之后的又一次代际革命,这已是市场共识。但在AI概 念尚未完全落地之时,软硬件厂商围绕"入口"的争夺战已经提前打响。 AI的"iPhone时刻"未来会出现在软件公司还是在硬件厂商,现在谁也没有答案。 先来看硬件领域。在这个赛道上,中国手机厂商拥有不可忽视的比较优势。市场研究机构IDC数据 ...
卷入旧案 这家头部券商被索赔约182.8万元
Jing Ji Guan Cha Bao· 2025-12-05 09:45
Core Viewpoint - The lawsuit involving CITIC Securities South China Co., Ltd. and Dongxu Optoelectronics Technology Co., Ltd. has progressed, with the Hebei High Court ruling that the case will proceed under a representative litigation procedure, allowing collective claims from affected investors [1][2]. Group 1: Case Background - The lawsuit stems from alleged false statements made by Dongxu Optoelectronics in its financial disclosures from 2015 to 2022, including fraudulent issuance of stocks in 2017 [1][2]. - CITIC Securities South China Co., Ltd. is one of 37 defendants, accused of failing to fulfill its duties as the lead underwriter for Dongxu Optoelectronics' 2017 stock issuance [2]. - The total claim amount from the 11 plaintiffs is approximately RMB 1,828,167.34, equivalent to about 1.83 million RMB [1][2]. Group 2: Legal Proceedings - The case has seen several key procedural milestones, including the acceptance of the case by the Hebei High Court and the determination of the rights holders eligible for claims [2]. - The representative litigation procedure is designed to enhance investor protection by allowing affected investors to be included in the lawsuit without needing to explicitly opt-in [2]. Group 3: Implications for the Industry - The case highlights the increasing scrutiny on intermediary institutions, such as securities firms, in their roles as underwriters and their responsibilities towards investors [3]. - The trend of holding multiple parties accountable, including controlling shareholders and various intermediary institutions, is becoming more common in securities disputes [5]. - The outcome of this case may set a precedent for future disputes, particularly regarding the responsibilities of intermediaries and the effectiveness of investor protection mechanisms [6].
“AI向善”的现实场景正在显现
Jing Ji Guan Cha Bao· 2025-12-05 07:40
据韩璧丞介绍,下一代脑机接口技术不仅有望帮助肥胖、失眠、自闭症等群体恢复正常生活,甚至有可 能突破感官限制与自然规律,让盲人在黑夜里看到东西,或者看到十公里以外,这就是"AI向善"所蕴含 的无限可能。 "AI向善"同样可能发生在教育领域。码隆科技创始人黄鼎隆表示,AI可在教育领域扮演"均衡器"角色。 通过在发达地区学习先进教学方法,并将其持续传递至资源薄弱地区,从而促进教学资源的有效流动, 避免因技术赋能不均而加剧教育差距。 此外,S大会的展区展示了配备智能轮椅的养老院、可提供个性化健康咨询的全息AI健康助理"小惠"、 支持AI物种识别技术体验等项目;S大会现场也展示了AI助力预防雷击灾害的"雷震子计划"、AI辅助紧 急医疗呼叫的"全球复苏联盟"等科技项目。 在AI技术快速发展过程中,清华大学文科资深教授、苏世民书院院长薛澜表示,面对已步入"少年期"并 快速演进的人工智能,一方面要构建约束其风险的"笼子",另一方面也要将"向善"的维度、成本与功能 纳入工程设计的源头,让AI能够更加安全、更好地为人类服务。 此次S大会由联合国驻华协调员办公室(UNRCO)、中国企业改革与发展研究会、清华大学可持续社会 价值研究 ...
你打的减肥针,撑起了万亿美元巨头
Jing Ji Guan Cha Bao· 2025-12-05 07:27
Core Insights - The article discusses the significant rise of Eli Lilly, driven by the success of its weight loss drug, Tirzepatide, which has surpassed cancer drugs to become the highest-grossing medication globally [1][2] - Eli Lilly's market capitalization has reached over $1 trillion, making it the first pharmaceutical company to achieve this milestone, largely due to the GLP-1 phenomenon [2][3] Company Overview - Eli Lilly, founded in 1876, has a long history in the pharmaceutical industry, initially gaining prominence with insulin production in the 1920s [3] - The company has recently revitalized its position in the market through the development of GLP-1 drugs, particularly Tirzepatide, which has been a game-changer for its revenue [4][6] Market Performance - Tirzepatide generated $10.103 billion in sales during the third quarter of 2025, making it the top-selling drug globally [2][6] - The drug has contributed approximately 60% of Eli Lilly's revenue, which was around $458.87 billion in the first three quarters of 2025, ranking it first among multinational pharmaceutical companies [6][7] Competitive Landscape - The GLP-1 market remains unsaturated, with significant potential for growth as obesity and diabetes rates rise globally [7][8] - Eli Lilly's Tirzepatide is positioned to compete effectively against Novo Nordisk's Semaglutide, with clinical trials showing superior efficacy in both weight loss and blood sugar control [6][8] Future Prospects - Eli Lilly is focusing on expanding its GLP-1 portfolio, including oral formulations to address production capacity issues and reach a broader market [8][9] - The company plans to invest $14 billion in research and development, aiming to launch new drugs annually over the next several years [11][12]
中百集团年内关闭仓储大卖场30家 预计产生关店损失约1.8亿元
Jing Ji Guan Cha Bao· 2025-12-05 03:34
Group 1 - The core viewpoint of the article is that Zhongbai Group is closing 30 underperforming hypermarkets this year, which is expected to result in a one-time loss of approximately 180 million yuan [1][2] - The closures are part of a strategic reform aimed at optimizing the company's layout, improving overall operational quality, and facilitating strategic transformation and sustainable development [1] - The company has followed necessary internal decision-making procedures and is ensuring proper employee arrangements during the store closures [1] Group 2 - Zhongbai Group has faced increasing operational pressure due to intense industry competition, macroeconomic fluctuations, and changing consumer habits, leading to a rise in online retail and the development of discount and membership stores [2] - Financial data indicates that for the first three quarters of 2025, Zhongbai Group achieved revenue of 6.552 billion yuan, a year-on-year decrease of 19.41%, and a net profit attributable to shareholders of -580 million yuan, a year-on-year decline of 74.83% [2]
航天金租25.1%股权转让获批 湖北宏泰集团将成其第一大股东
Jing Ji Guan Cha Bao· 2025-12-05 02:40
公开资料显示,航天金租经原中国银保监会(现国家金融监督管理总局)批准,于2017年4月在武汉市 注册成立,注册资本30亿元人民币,由中国航天三江集团有限公司、汉口银行股份有限公司、湖北宏泰 集团有限公司、长江产业投资集团有限公司共同出资,分别在武汉金银湖、上海陆家嘴等地办公。其业 务涵盖融资租赁、资产证券化、固定收益类证券投资等领域,重点服务民用航天、高端装备制造等战略 产业。 湖北宏泰集团由湖北省委、省政府于2022年1月25日正式揭牌成立,是湖北省属唯一金融服务类企业。 其官网介绍,在综合金融服务方面,湖北宏泰集团的目标之一,是要"逐步打造全牌照的省级金融控股 集团"。 经济观察网 程久龙 实习生 雷宇 据国家金融监督管理总局湖北监管局官网消息,近期,该局已同意湖北 宏泰集团有限公司受让中国航天三江集团有限公司持有的航天科工金融租赁有限公司(以下简称"航天 金租")25.1%股权。受让后,湖北宏泰集团有限公司将合计持有航天金租49.6%股权,成为航天金租第 一大股东。 (原标题:航天金租25.1%股权转让获批 湖北宏泰集团将成其第一大股东) ...
今日看点|国家卫健委将就时令节气与健康(大雪)有关情况举行发布会
Jing Ji Guan Cha Bao· 2025-12-05 01:01
(原标题:今日看点|国家卫健委将就时令节气与健康(大雪)有关情况举行发布会) 12月5日重点关注的财经要闻与资本市场大事: 1、国家卫健委将就时令节气与健康(大雪)有关情况举行发布会 12月5日下午3时,国家卫健委将召开新闻发布会,介绍时令节气与健康(大雪)有关情况,并回答媒体 提问。 2、2025第二届磷锂产业高质量发展大会将举行 12月5日,11家公司共发布11个股票回购相关进展。其中,2家公司首次披露股票回购预案,1家公司回 购方案获股东大会通过,1家公司披露股票回购实施进展,7家公司回购方案已实施完毕。 从首次披露回购预案来看,当日共2家公司股票回购预案金额超千万。东阿阿胶、泛微网络回购预案金 额最高,分别拟回购不超2.0亿元、1.58亿元。从股东大会通过回购预案来看,中文传媒回购金额最高, 拟回购不超1元。 4、82.68亿元市值限售股今日解禁 12月5日,共有9家公司限售股解禁,合计解禁量为2.86亿股,按最新收盘价计算,合计解禁市值为82.68 亿元。 从解禁量来看,2家公司解禁股数超千万股。东华科技、佳驰科技、安科生物解禁量居前,解禁股数分 别为1.64亿股、1.04亿股、787.76万股。从 ...
辽宁省博物馆开新展:虢国夫人游春图12月展出
Jing Ji Guan Cha Bao· 2025-12-05 01:01
Group 1 - The exhibition features 120 precious paintings and calligraphy works, including over 20 first-class cultural relics [1] - Notable exhibits include works from the Liaoning Provincial Museum, such as the Song Dynasty's "Guo Guo Fu Ren You Chun Tu" and "Zhou Song Qing Miao Tu" [1] - The exhibition brings together 28 exquisite pieces from ten renowned museums, offering a rich artistic experience that spans regions and eras [1] Group 2 - The exhibition is titled "Poetry and Painting in China - The Poetic Realm of Chinese Painting" [2] - It will take place from December 30, 2025, to March 29, 2026 [2] - The venue for the exhibition is the third floor of the Liaoning Provincial Museum, specifically in exhibition halls 20, 21, and 22 [2]
从厌学到复学|28 同伴支持系统构建——如何帮助孩子重建校园社交圈
Jing Ji Guan Cha Bao· 2025-12-05 01:01
许多孩子并不是"学不会知识",而是因为长期缺课、与同学关系疏远、害怕被孤立或嘲笑,而对重返校 园产生了强烈的抵触。 (原标题:从厌学到复学|28 同伴支持系统构建——如何帮助孩子重建校园社交圈) 在孩子复学过程中,校园社交圈的重建往往是比学业适应更隐蔽却同样关键的挑战。 当孩子与个别同学有了初步互动后,需要进一步推动关系深化,形成稳定的支持关系,比如1-2个"校园 好朋友"。可以鼓励深度分享,引导孩子与信任的同学分享自己的真实感受,比如"我之前生病请假了很 久,回来有点跟不上""我其实挺喜欢画画,但怕别人笑话我"。研究发现,适度暴露脆弱能快速拉近人 际关系,对方会觉得"你把我当自己人"。家长可以通过提问引导,如"你和某同学相处时,有没有觉得 他特别懂你?可以和他聊聊你复学后遇到的小麻烦呀"。还可以让他们共同经历"小挑战",一起完成一 件需要合作的事,如组队参加班级辩论赛、合作完成黑板报、放学后一起研究一道难题,在共同解决问 题的过程中建立"我们是一个团队"的归属感。这种联结比单纯闲聊更牢固,孩子会因为"我们互相帮助 过"而更珍惜这段关系。 他们认为,"去了也没人理我""同学们肯定觉得我是怪人"。粗略的统计表明 ...
在“吸毒记录封存”争议中促进共识
Jing Ji Guan Cha Bao· 2025-12-04 13:50
Core Viewpoint - The revised Public Security Administration Punishment Law, effective from January 1, 2026, has sparked intense debate, particularly regarding the sealing of records for offenses such as drug use, sexual assault, and prostitution, which are viewed as morally and socially dangerous behaviors [1] Group 1: Legal Clarifications - Drug use is classified as an administrative violation rather than a criminal offense, which may differ from public moral perceptions but is an objective legal fact [2] - Sealing records does not equate to erasing them; it aims to limit access to records, allowing individuals with minor offenses a chance for rehabilitation without being permanently labeled [2] - Exceptions exist for record access under legal authorization for specific state agencies and certain job positions, ensuring that the sealing does not compromise public safety [2] Group 2: Public Concerns and Communication - Public skepticism regarding the classification of drug use as a minor violation stems from long-standing societal views, necessitating ongoing legal education and transparency about drug management systems [3] - The dynamic monitoring of individuals with drug offenses continues for 3 to 5 years, ensuring that sealing records does not imply a lack of oversight [3] - Supporting individuals with drug offenses in overcoming societal stigma is crucial for overall social safety, as discrimination can lead to recidivism and marginalization [3] Group 3: Social Integration and Support - The stereotype of drug users as morally corrupt is challenged by the understanding that many may have succumbed to addiction due to life hardships, and they possess the potential for redemption [4] - Initiatives like the "Xinqidian" peer support team, composed of former drug users, demonstrate the importance of real-life stories in changing public perceptions and promoting acceptance [5] - The sealing of administrative violation records represents a compassionate legal approach, while the actions of support groups help dismantle stigma and rebuild trust within the community [5]