1月22日，包头市公安局昆都仑分局通过微信公众号"昆都仑公安在线"公布3起包钢板材厂爆炸事故的网 络谣言案例，全文如下： 案例三：吉某某在短视频平台发布不实信息。 2026年1月19日，网民吉某某为博眼球、涨粉丝，在某短视频平台发布视频并附加不实信息称"XXX发 射导弹了"。目前，公安机关已依法对吉某某予以行政处罚。 警方提醒 网络空间不是法外之地，谨言慎行要牢记。任何企图通过编造传播谣言牟取私利、扰乱秩序的行为，都 将受到法律的严厉制裁。对网上各类"博眼球"信息，广大网民要加强鉴别、识别，关注权威发布信息， 做到不造谣、不传谣、不信谣，如发现网络谣言，请及时向公安机关或相关网络平台投诉举报，共同维 护清朗网络空间。 2026年1月18日以来，针对包钢板材厂爆炸事故的网络谣言，包括散布所谓内部通话录音、编造夸大伤 亡人数等不实信息，公安机关正在依法打击整治，现对3起典型案例予以公布。 案例一：高某在直播时杜撰、编造伤亡人数。 2026年1月19日，网民高某为博眼球、涨粉丝，在某短视频平台发起直播称"包钢分厂爆炸，挺严重的， 官网报道不是说救出来5人吗，好像炸死100多人"。目前，公安机关已依法对高某予以行政处 ...

【文/观察者网 邓军 编辑/赵乾坤】 尽管泉州市旅游协会围绕"住宿业客房预订退订"出台的新规在争议声中暂告一段落，但此次短暂的尝试，仍为酒店行业带 来了新的启发与思考。 1月20日，泉州旅游协会发布声明：关于原《泉州市住宿业客房预订退订指导意见（试行）》（以下简称《指导意见》）， 其制订初衷是供参考，指导规范住宿市场经营行为，保障游客及消费者的正当权益。针对网民提出的相关意见，我们将广 泛征集社会各界反馈，再行充分论证，另行适时倡议。 《指导意见》发布后，迅速在社交平台引发热议。 部分酒店经营者表示支持："早该规范临时退订行为了，酒店空房损失很大""这是全国范围内的先行尝试，值得推广"。 也有网友认为："（标准）过于严格，会影响旅游订房的便捷性""提前3天取消要扣80%房费，这简直是抢钱""会因此取消到 泉州旅游"。 泉州旅游协会 一个城市的酒店业包含多样的细分市场和产品，预订退订政策往往是酒店自主采用的销售策略，因此不同酒店的退订规则 存在一定的差异。 资深酒店收益管理专家、北京都季酒店管理公司总经理祖长生对观察者网表示，《指导意见》所设标准与当前住宿业市场 通行的做法存在较大出入。他建议，泉州市旅游协会在 ...

Core Insights - The Indian smartphone market is projected to see a decline in shipments, with approximately 34.5 million units expected in Q4 2025, a 7% year-over-year decrease, and an annual total of 154.2 million units, reflecting a slight 1% decline [1][2] - Vivo maintains its leading position in both quarterly and annual shipments, with a market share of 23% in Q4 and 21% for the year, showing a growth rate of 19% [2][3] - The market is experiencing a shift towards value-driven strategies, influenced by rising component costs, cautious consumer spending, and extended upgrade cycles [1][4] Quarterly Performance - In Q4 2025, Vivo shipped approximately 7.9 million units, capturing 23% of the market share, followed by Samsung with 4.9 million units (14% share) and OPPO with 4.6 million units (13% share) [1] - The overall decline in Q4 shipments is attributed to high channel inventory, currency depreciation, and increased memory costs leading to higher product prices, which have weakened purchasing power [1][2] Annual Performance - For the full year, Vivo's total shipments reached 32.1 million units, securing a 21% market share, while Samsung and OPPO followed with 23 million and 20 million units, respectively [2] - Apple ranked fifth with a market share of approximately 10%, showing the most significant growth among the listed companies at 28% year-over-year [2] Market Dynamics - The fourth quarter is characterized as a period for inventory digestion, with brands like Vivo and OPPO achieving double-digit year-over-year growth due to strong retail execution and effective product management [2][3] - Other leading brands faced challenges, including cautious channel behavior and price adjustments, with Samsung and Xiaomi experiencing sales slowdowns despite targeted promotions [2][3] Future Outlook - The Indian smartphone market is expected to see a mid-single-digit percentage decline in 2026, driven by rising terminal prices and limited incremental value in products [3][4] - Brands are anticipated to shift focus towards value growth strategies in the entry-level market, particularly in the ₹25,000 to ₹60,000 segment, which offers better profit margins [3][4] - The high-end market above ₹60,000 will continue to be dominated by Apple, Samsung, and Vivo, with brands increasingly relying on channel leverage and localized marketing strategies to maintain market stability [4]

Core Insights - Vivo has halted its AI glasses project after six months of secret preparation due to concerns from senior executives about the difficulty of achieving differentiation in the current market [1] - The AI glasses market is expected to be a major trend in consumer electronics by 2025, with several companies, including Xiaomi and Huawei, actively developing their own products [1] - The Chinese smart eyewear market is projected to see significant growth, with shipments expected to reach 623,000 units in Q3 2025, a year-on-year increase of 62.3% [1] Group 1 - The AI glasses market is facing severe homogenization, with products largely following the design of Ray-Ban Meta and focusing on similar core functionalities such as translation and photography [2] - The content ecosystem for AI glasses remains underdeveloped, lacking essential use cases outside of smartphones, which limits the potential for deeper AI integration in diverse scenarios [2] - Major companies, including Vivo and Xiaomi, are reassessing their strategies in the AI glasses market, with Xiaomi reportedly lowering its second-generation AI glasses shipment forecast from 300,000 to approximately 120,000 units [2] Group 2 - Vivo continues to explore new entry points in the market, having launched the Vivo Vision mixed reality headset, which aims to address comfort and content ecosystem issues [3] - The Chinese smart glasses market is projected to reach 4.508 million units by 2026, with a year-on-year growth of 77.7%, driven by audio and audio-capturing glasses [3] - The market for AR/VR devices is also expected to grow, with projected shipments of 1.073 million units in 2026, reflecting a year-on-year increase of 62.1% [3]

Core Viewpoint - The 2026 Spring Festival travel season in China is expected to see record-high passenger flow and transportation volume across railways and civil aviation, with significant increases in both sectors compared to previous years [1][4]. Railway Sector - The China National Railway Group anticipates sending 539 million passengers during the Spring Festival travel period from February 2 to March 13, 2026, representing a 5% year-on-year increase [1]. - On peak travel days, over 14,000 passenger trains are expected to operate, with a 5.3% increase in seating capacity compared to the previous year [1]. - The railway ticketing service will enhance support for key passenger groups, including additional discounts for college graduates and continued services for students and workers [1][3]. Civil Aviation Sector - The civil aviation sector is projected to transport 95 million passengers during the Spring Festival, with a daily average of 2.375 million passengers, marking a 5.3% increase [4]. - Major airlines are expected to operate 657,000 flights, also reflecting a 5% increase year-on-year [4]. - The top three airlines (China Eastern, Air China, and China Southern) will account for 43% of the flights, while the top 20 airlines will represent 90% of the total operations [4]. Ticket Pricing and Trends - As of January 15, 2026, the average pre-sale price for domestic economy class tickets during the Spring Festival is 1,064 yuan (including tax), which is 20% higher than the actual transaction price from the previous year [5]. - The peak ticket prices are expected around the Spring Festival, with significant price drops possible for travelers who adjust their travel dates [5]. - Popular domestic travel destinations are dominated by southern cities, with Shantou leading in booking growth at 186% year-on-year [5]. International Travel - During the Spring Festival, outbound travel is primarily focused on Southeast Asia, with Thailand being the most popular destination [6]. - There has been a significant reduction in flights to Japan, with a cancellation rate of 36% for flights during the travel period [6]. - The demand for customized outbound travel packages has increased, with an 18% rise in pre-orders for long-haul trips [6].

【文/观察者网 张菁娟】在瑞士达沃斯论坛上，马斯克为美国AI产业的狂热泼下一盆冷水。 据《财富》22日报道，马斯克在与美国贝莱德集团首席执行官、世界经济论坛临时联合主席芬克 （Larry Fink）的对话中表示，制约美国人工智能（AI）发展的最大瓶颈，是竞争对手中国完全无需应 对的电力短缺问题。 "我认为，人工智能落地应用的根本制约因素就是电力。"马斯克说，美国AI芯片产能正呈指数级扩张， 但电力配套建设的滞后，已严重拖累AI数据中心的模型训练与部署效率。 他预测，或许就在今年下半年，美国就将陷入"芯片造得出、却开不了机"的窘境。 报道称，美国电网系统之所以弊病丛生，根源在于数十年的投资不足与基础设施老化。随着科技企业对 电网供电的依赖程度与日俱增，供电可靠性不足、产能受限等问题，正直接阻碍AI技术的落地速度， 引发投资者对"AI泡沫"的担忧。 能源困境已传导至产业端。有能源领域专家指出，英伟达位于加州圣克拉拉总部的两座超大规模数据中 心，因电力供应迟迟不到位，或将空置数年。与此同时，AI产业催生的海量用电需求，叠加电网升级 的压力，最终成本将转嫁至普通民众身上，让他们的电费账单持续攀升。 马斯克 彭博社 全 ...

"AI向具身智能、通用智能演进"的趋势，让我们看到了技术发展背后对"真经验"与"活智慧"的渴求。 在AI技术狂飙突进的时代，如何重新发现传统的价值？古老的儒学是否可以古为今用、推陈出新，启 发人工智能下一步的方向？AI对人文学科是悲报还是福音？ 在观察者网"2026答案秀·思想者春晚"活动期间，中国社会科学院信息化研究中心原主任、中国管理科 学学会学术委员会副主任姜奇平与观察者网对谈，围绕技术与人文、理智与情感、创新与传承、冲突与 共赢等一系列话题，分享了独到见解。 他指出，早年的网络研究，关注的都是互联互通的线路、光纤等等物理载体。全球范围内，尚无一门学 问专门研究"活的网络"，只有儒学。 孔子曾说过，君子笃于亲，儒学实际研究的就是社会这个网络如何连接。孔子说的网络是人际的、用亲 情联系的网络，也就是人心。人心知寒知暖、知远知近。机器哪能和另一个机器"将心比心"？ 人工智能中有没有人所具有的活的灵性，一直困惑着我们。这灵性是什么？姜奇平指出，就是"为天地 立心"里的"心"。 以下为对谈全文： 首先，我认为山河四省在历史上它就是一处创新的中心。票号，曾由四省创立并流行。票号就相当于今 日的华尔街，这片区域过去 ...

Core Insights - Baidu has launched the official version of its native multimodal large model, Wenxin 5.0, which features 2.4 trillion parameters and utilizes a unified modeling technology for multimodal understanding and generation [1][4] - The model supports various types of information inputs and outputs, including text, images, audio, and video, positioning Baidu at the forefront of the global AI landscape [1][3] Model Architecture and Performance - Wenxin 5.0 employs a unified autoregressive architecture for native multimodal modeling, allowing for joint training of multiple data types within a single framework, enhancing feature integration and optimization [4] - The model's language and multimodal understanding capabilities have surpassed those of competitors like Gemini-2.5-Pro and GPT-5-High, securing a leading position in international evaluations [3] Technical Innovations - The model incorporates a large-scale mixture of experts structure with ultra-sparse activation parameters, maintaining strong performance while improving inference efficiency [8] - Baidu has developed several application models, including a voice token-based end-to-end synthesis model and real-time interactive digital human technology, which enhance user engagement and application versatility [12][11] Application and Industry Impact - Baidu's digital human generation technology has been successfully applied in live streaming and e-commerce, demonstrating the practical value of its models in real-world scenarios [13] - The Qianfan platform supports the deployment of Wenxin 5.0 and over 150 SOAT models, providing a comprehensive environment for enterprises to innovate and operate efficiently [15] Strategic Vision - Baidu aims to create a closed-loop ecosystem that integrates chips, intelligent cloud platforms, and models to empower various AI applications across industries, reflecting its commitment to advancing AI solutions [15]

彭博社、路透社等外媒分析认为，受地缘政治高度不确定性影响，去年以来，黄金、白银等贵金属价格 持续走高，2025年黄金价格上涨超过60%，白银价格上涨近150%。而贵金属仍保持上升势头。今年以 来，白银价格涨幅已超过30%。不过，越来越多分析师对白银未来价格走势持有保守态度。 1月23日，现货白银价格再创历史新高，一度突破99美元/盎司。截至北京时间10点18分，现货白银报 98.47美元，涨幅2.39%。 ...

Core Viewpoint - The CEO of French AI startup Mistral, Arthur Mense, claims that the notion of China lagging behind the U.S. in AI technology is a "fairy tale" and asserts that China's open-source AI capabilities may pressure U.S. CEOs [1][3] Group 1: Company Insights - Mistral is projected to exceed €1 billion in revenue by the end of this year [1] - The company plans to invest a similar amount in high-performance computing chips and related infrastructure for AI model development and operation [1] - Mistral's valuation reached $13.7 billion during a funding round last year, with Dutch chipmaker ASML as a major investor [1] Group 2: Industry Context - AI is becoming a significant geopolitical force with the potential to reshape economies and labor markets in the coming years, with companies and nations investing tens of billions of dollars in AI infrastructure [1] - The AI market is currently dominated by the U.S. and China, while Europe is seeking differentiation [1] - Many U.S. AI models, such as Google's Gemini and OpenAI's ChatGPT, are closed-source, which can lead to higher costs and less flexibility compared to China's leading position in open-source model development [5]