「Going Global 出海周报」 是创业邦推出的出海系列栏目，旨在为出海领域的创业者和投资人精选 出海大事件、海外大公司、投融资消息， 本篇 为栏目第 316 篇报道。 整理丨 Lucus 本周（ 1 月 5 日至 1 月 11 日）出海大事件包括 ： TikTok Shop 东南亚开年推出扶持政策 ； 小米国际加入速卖通 "超级品牌出海计划" ； DeepSeek V4 大模型被曝春节前后发布 ； 阿里千问模型下载量激增，累积下载量 7 亿 ； 智谱 创始人发布内部信； 云豹智能提交 IPO 备案，冲刺 DPU 第一股 ； 何小鹏： 2026 年海外布局进一步加快 ； "大空头"迈克尔・伯里披露持有甲骨文看跌期权 ； 马斯克计划建 2 纳米晶圆厂 ； 苹果拟 2028 年首发 2 亿 像素 iPhone ；日本欲打造本土版"星链"系统。 出海四小龙 TikTok Shop 东南亚开年推出扶持政策 1 月 10 日消息， TikTok Shop 东南亚官方宣布，面向东南亚跨境新商家推出扶持政策，覆盖资金投入、规模扩张、物流履约等关键环节，旨在降低新商 家进入东南亚电商市场的初期门槛，提升 " 冷启动 " ...

Group 1 - The first domestically developed 3D printed turbojet engine has successfully completed its maiden flight test, filling a gap in the application of 3D printing technology in engine manufacturing in China. The engine operated stably in high-altitude complex environments, meeting all design parameters, and demonstrated reliability. The test flight was conducted in Dingbian County, Shaanxi, with the drone flying for 30 minutes, reaching a maximum speed of 0.75 Mach and an altitude of 6000 meters. No damage or failure was observed in any engine components after the test [2]. - The domestically produced manned airship, Xiangyun AS700, has achieved the first commercial flight in China, completing a round trip from Jingmen to Wuhan. This airship is the first in China designed according to airworthiness standards and possesses complete independent intellectual property rights for short-distance and vertical takeoff and landing [2]. - A research team from Xi'an Jiaotong University and Xiamen University has proposed a new solid-state molecular imprinting annealing strategy to enhance the stability of perovskite solar cells. This research was published in the international journal "Science" [2]. - The first domestically produced BOPP production line with a width of 9.1 meters has been successfully launched in Guilin, marking a significant breakthrough in core technology in the high-end film equipment sector. This production line increases the maximum width of similar domestic equipment from 8.7 meters to 9.1 meters and features low consumption, high efficiency, and green advantages. The produced BOPP film has excellent mechanical and electrical properties, as well as outstanding cold resistance and gas tightness, making it widely applicable in high-end packaging fields such as electronics and medical supplies [2].

Core Insights - The event AGI-NEXT featured prominent speakers from the AI industry, highlighting the rapid evolution of AI models and the shift from chat-based interactions to action-oriented applications [7][8][12][16]. - The discussion emphasized the importance of model differentiation, with a focus on the unique value each model brings based on its design and underlying philosophy [20][21][30]. - The panelists noted that the future of AI will involve a significant shift towards productivity-enhancing applications, particularly in the To B (business) sector, where higher intelligence models are increasingly valued [32][33][62]. Group 1 - The event AGI-NEXT showcased key figures in AI, including representatives from major companies, indicating a strong interest and investment in AI development [6][9][12]. - The discussions revealed that the competition in AI is shifting from merely creating chat models to developing models that can perform specific tasks effectively [16][18]. - The concept of "Taste" in AI models was introduced, suggesting that the uniqueness of each model's design will lead to diverse outcomes in intelligence and application [20][21]. Group 2 - The panelists discussed the clear differentiation between To C (consumer) and To B (business) applications, with a notable increase in the demand for high-performance models in the business sector [31][32][62]. - The conversation highlighted the importance of context in AI applications, suggesting that user-specific inputs can significantly enhance the value provided by AI systems [36]. - The potential for AI to revolutionize productivity in various sectors was emphasized, with predictions that AI could significantly impact GDP growth in the future [62][63]. Group 3 - The discussion on model differentiation pointed out that while consumer applications may not require the highest intelligence, business applications are increasingly reliant on superior models for productivity [32][33]. - The panelists expressed optimism about the future of AI, predicting that advancements in model efficiency and the emergence of new paradigms will lead to significant breakthroughs by 2026 [56][59]. - The importance of education and user training in maximizing the benefits of AI tools was also highlighted, suggesting that those who can effectively utilize AI will have a competitive advantage [63].

LMArena的初心，是构建一个公开透明的评估平台，能够真正地反映大语言模型在现实世界中的应用 情况。 作者丨漫地 编辑丨关雎 头图 丨 Angelopoulos（右） Chiang（左） 最近，美国加州大学伯克利分校（ UC Berkeley ）学术研究项目孵化出的创业公司 LMArena ，成 为了估值 17 亿美元 （约人民币 120 亿元） 的独角兽。而它仅仅成立一年。 其凭借构建的全球最大规模的用户偏好大模型实时数据集，来满足市场对 AI 可靠性评估的迫切需 求，而这也让 LMArena 在资本市场上获得高度认可。 然而，其商业模式的可靠性正面临争议。一个搞 AI 测评的初创公司，凭什么跃升成为独角兽？ 学术 机构 里跑出来的创业公司 LMArena 脱胎于 大型模型系统组织 (Large Model Systems ， LMSYS ) 。 该组织 起源于 2023 年 ， 由加州大学伯克利分校、斯坦福大学、加州大学圣地亚哥分校、卡内基梅隆大学 等 多所大学 合作发起。它于 2024 年 9 月注册为非营利性公司，旨在孵化早期开源和研究项目 。 也是在 2023 年，一起在加州大学伯克利分校电子工程 ...

Core Insights - The article provides an overview of the latest trends in investment and financing activities in the domestic market, highlighting key sectors and significant funding events [5]. Group 1: Investment Overview - This week, there were 99 disclosed financing events in the domestic primary market, a decrease of 8 from the previous week. The total disclosed financing amount reached 76.11 billion RMB, with an average financing amount of 1.81 billion RMB [7]. - The most active sectors in terms of financing events were intelligent manufacturing (30 events), artificial intelligence (17 events), and healthcare (9 events) [9]. Group 2: Sector Analysis - In terms of disclosed financing amounts, artificial intelligence led with a total financing scale of approximately 34.13 billion RMB. Notably, BrainCo, a developer of non-invasive brain-computer interface technology, secured nearly 2 billion RMB in Series B financing [11]. - The hardware sector followed with a disclosed financing total of 8.07 billion RMB, where XREAL, a consumer-grade AR glasses developer, raised 100 million USD in Series D financing [11]. Group 3: Regional Distribution - The majority of disclosed investment events were concentrated in Guangdong (22 events), Beijing (16 events), and Jiangsu (12 events) [15]. - The regional distribution of financing events indicates a strong presence in these provinces, with Guangdong alone accounting for significant financing amounts [18]. Group 4: Stage Distribution - The stage distribution of the disclosed investment events showed that 71 were early-stage, 20 were growth-stage, and 8 were late-stage [18]. Group 5: Major Financing Events - The article highlights significant financing events, including a 635.1793 billion RMB acquisition of Hongtu Industrial by Hongchuang Holdings, focusing on non-ferrous metal manufacturing [35][37]. - Other notable acquisitions include New Asia Strong's acquisition for 19.6 billion RMB and Ningbo Jiaogong Group's acquisition for 15.272 billion RMB [39][40].

Core Insights - The article discusses significant developments in the AI and technology sectors, highlighting investments, new product launches, and market competition dynamics. Investment and Funding - OpenAI and SoftBank announced a joint investment of $1 billion in SB Energy, with each contributing $500 million, aimed at supporting the construction of a 1.2GW data center in Texas [2] - Coastal Financial acquired the GreenFi brand from Mission Financial Partners, enhancing its control over climate-friendly financial services [13] - XREAL completed a new funding round of $100 million, achieving a valuation exceeding $1 billion, focusing on augmented and mixed reality technologies [14] AI Model Developments - DeepSeek plans to release its V4 model around mid-February, which is expected to surpass existing models like Claude and GPT in programming capabilities [2] - Tencent's new chief scientist, Yao Shunyu, emphasized that the productivity gains from AI models are just beginning, with current opportunities being less than 1% utilized [3] - Kimi's CEO, Yang Zhilin, stated that future models will incorporate new mechanisms to enhance performance and will aim to set industry standards [3] Automotive Industry Insights - Lei Jun highlighted that the SU7 is the only electric sedan to surpass the Tesla Model 3 in sales, indicating competitive strength in the EV market [9] - NIO's new ES8 achieved retail sales of 22,258 units in December 2025, becoming the best-selling large SUV and outperforming competitors [10] - Xiaomi announced that the next generation of SU7 will feature the self-developed V6s Plus super motor, aimed at improving production efficiency [15] Market Performance - The total box office for January 2026 surpassed 1 billion yuan, with "Zootopia 2" leading the monthly box office at 25.5% share [16][19] - The average ticket price was reported at 39.5 yuan, with a total of 2,529 million tickets sold [18]

Group 1 - OpenAI has launched the ChatGPT Health feature, inviting users to connect with Apple Health, Peloton, and medical records for personalized guidance, raising privacy concerns despite assurances that data will not be used for model training [2] - DeepSeek plans to release its V4 model around the Lunar New Year in mid-February, which reportedly surpasses existing models like Anthropic's Claude and OpenAI's GPT series in programming capabilities based on internal benchmarks [2] - Moore Threads has officially released version 1.1 of its open-source large model distributed training simulation tool, SimuMax, which upgrades from a single tool to an integrated full-stack workflow platform, providing systematic support for large model training simulation and tuning [2] Group 2 - Yao Shunyu, the new CEO and Chief Scientist at Tencent, stated that the productivity improvements and commercialization opportunities related to models are just beginning, with current opportunities being less than 1%, emphasizing the importance of education in AI tool usage [2]

Group 1 - Geely is considering expanding into the US market, with brands like Zeekr and Lynk & Co as potential candidates for entry [2] - Geely's global communications director indicated that an announcement regarding the US expansion could come within the next 24 to 36 months, with the main concern being the timing and locations for entry [2] - Geely has not yet sought a production base in the US but suggested that Volvo's assembly plant in South Carolina could be an ideal location [2] Group 2 - Lei Jun stated that Tesla is not invincible, highlighting that the SU7 is the only electric sedan to have beaten the Model 3 in sales [2] - Lei Jun expressed pride in the SU7's product quality and performance, which contributed to its sales success [2] - He also mentioned that the YU7, launched six months ago, has a sales gap compared to the Model Y, but he believes it will compete effectively in the future [2] Group 3 - BAIC Group has launched a pilot operation for L3 vehicles, with plans to gradually open it to individual users by the second quarter of 2026 [2] - The pilot will initially focus on B-end operations to ensure safety, with the first vehicles set to operate in designated areas of major highways [2] Group 4 - The new generation of the SU7 will be equipped with Xiaomi's Super Electric Motor V6s Plus, which will enhance production efficiency and shorten delivery times [2] - The motor will be supplied by a collaboration between "United Microelectronics" and "Huichuan," with plans to introduce self-developed motors in the future [2]

Core Viewpoint - The AI competition is shifting from algorithmic advancements to a focus on foundational infrastructure, including energy, land, and data center capabilities, as evidenced by the investment in SB Energy by OpenAI and SoftBank [2][3]. Group 1: Investment and Strategic Partnerships - OpenAI and SoftBank have jointly invested $1 billion in SB Energy, with each contributing $500 million to support the development of data centers in the U.S. [2][4]. - This investment is part of the larger Stargate initiative, which aims to invest $500 billion in AI-specific data centers and infrastructure over four years [3][9]. - SB Energy has previously secured $800 million from Ares Infrastructure Opportunities Fund to support its energy and data center projects [6]. Group 2: Energy Supply and Infrastructure - The competition for AI capabilities is increasingly centered around stable and scalable energy supply, which is crucial for the operation of AI data centers [6][10]. - SB Energy has developed significant energy infrastructure, including a 1.36 GW storage facility in California and a 900 MW solar park in Texas, which will serve as a core power supplier for local data centers [12][13]. - Unlike traditional energy companies, SB Energy's competitive edge lies in its comprehensive capabilities across energy development, grid integration, and data center infrastructure [13]. Group 3: OpenAI's Choice of SB Energy - OpenAI's decision to partner with SB Energy reflects a fundamental shift in infrastructure needs, prioritizing stable energy supply over traditional data center resources [15][16]. - The operational model of SB Energy aligns with OpenAI's requirements for long-term, customized data center solutions rather than short-term leasing [19]. - The deep capital connection between SoftBank and OpenAI positions SB Energy as a core partner in OpenAI's long-term strategy, integrating capital, technology, and infrastructure [20]. Group 4: Future Developments and Trends - The collaboration will see SB Energy responsible for constructing and operating a 1.2 GW data center in Texas, which will be strategically located near solar energy resources [22][25]. - SB Energy is also advancing plans for a second data center capable of supporting over 1 GW of computational infrastructure, aligning with the needs of leading AI platforms [25]. - OpenAI aims to integrate its technology with SB Energy's operations, enhancing internal processes through the use of AI models [27][28]. Group 5: Conclusion on Industry Trends - The value of SB Energy lies in its representation of a broader industry trend where AI competition is increasingly focused on real-world infrastructure rather than just cloud-based algorithms [30]. - The success of AI companies will depend on their ability to secure stable energy supplies and efficient infrastructure, establishing a critical barrier to entry in the competitive landscape [30].

Group 1 - MiniMax, a Chinese AI unicorn, made its debut on the Hong Kong Stock Exchange, with its stock price soaring 109% on the first day, pushing its market value over HKD 100 billion, reflecting strong investor interest in generative AI assets [8] - xAI, founded by Elon Musk, completed a $20 billion funding round with participation from Nvidia, Cisco Investments, and Qatar Investment Authority, although specific investment amounts were not disclosed [9] - OpenAI launched ChatGPT Health, targeting the trillion-dollar AI healthcare market, with projections indicating the market could grow from approximately $26.65 billion in 2024 to about $505.59 billion by 2033, at a CAGR of 38.8% [9] Group 2 - Alibaba Cloud introduced a multimodal interaction development kit, integrating various AI models and tools for applications in smart devices [9] - Roborock showcased a stair-climbing robot, Saros Rover, which utilizes AI and multiple sensors for navigation, demonstrating advanced mobility capabilities [10] - Tencent's AI workspace, ima, launched a "generate PPT" feature, allowing users to create presentations using their personal knowledge base [17] Group 3 - WeChat announced an AI application growth plan, providing comprehensive support for AI applications and tools from January 1 to December 31, 2026 [19] - Ant Group's AI assistant, Ant Fu, reached 30 million monthly active users, with daily inquiries exceeding 10 million, doubling in both metrics compared to the previous month [24] - JD.com established a "Chameleon Business Unit" to accelerate the commercialization of AI technologies, with plans to launch a second batch of self-developed AI toys in mid-January [25] Group 4 - AMD's CEO stated that AI active users surged from 1 million to 1 billion since the launch of ChatGPT, predicting that by 2030, there will be 5 billion active AI users, necessitating a 100-fold increase in global computing power in the coming years [26] - Hyundai began mass production of an AI chip named Edge Brain, enabling robots to operate autonomously without external network connections, with plans for pilot projects in various locations [23] - A report indicated that global humanoid robot shipments are expected to reach 13,000 units by 2025, with Chinese manufacturers leading the market [32] Group 5 - The global AI financing landscape saw 21 disclosed events this period, totaling approximately RMB 162.96 billion, with an average funding amount of RMB 14.81 billion [34] - In the domestic AI sector, a total of RMB 3.38 billion was disclosed, with BrainCo securing the highest funding of RMB 1.8 billion in a Pre-B+ round [41] - The overseas AI financing total reached RMB 159.57 billion, with xAI leading with its $20 billion funding round [49]