封面图片来源：图片来源：视觉中国-VCG211550173673 每经昆山 12 月 18 日电（记者 可杨）今日，在光合组织2025人工智能创新大会上，商汤科技董事长兼 首席执行官徐立在主旨演讲中表示，AI的下一步一定是更好地回归到原始的技术创新。"怎么能更好地 理解到我们现实的物理世界，甚至是提出新的训练方式，我想是下一个阶段很重要的命题之一。" ...

「接下来的 AI 行业发展有两条重要路径：一是 AI 需要真正落地应用，以价值驱动技术和应用的发展；二是需要回归实验室，探索下一次技术范式的原始 创新。」 商汤科技联合创始人、首席科学家林达华在最近的一次 AI 论坛上如此说到。 本周， 商汤在产品发布周上发布的如影营销 Agent，就是第一条路径的落地实践。切入直播电商领域，从直播场控、内容生产、店铺运营，到投放优 化、竞品追踪，全方位用 Agent 来提升人工效率，解放人力。 为什么选择切入电商 Agent？大模型时代的数字人，已经可以替代人类主播了吗？在商汤如影营销 Agent 发布之际，我们和团队进行了沟通，更多了解 到了当下电商直播领域，AI 的落地现状与困境。 ⬆️关注 Founder Park，最及时最干货的创业分享 超 17000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 01 五个 Agent， 覆盖电商运营全流程 对于电商来说，成本在涨、压力在增，但团队的带宽却是有限的，需要应对各种繁杂的、重复性工作：跨平台的数据收集分析、手工报表、实时监控等 等。 ...

南方财经12月18日电，据证券时报，在今日的首届光合组织人工智能创新大会（HAIC2025）主论坛 上，商汤科技、大晓机器人与中科曙光正式达成战略合作。三方将围绕国产化人工智能基础设施与具身 智能关键技术方向，依托各自技术与产业优势，协同推动软硬一体的"算力基础设施+世界模型+具身智 能"生态建设，进一步加速AI能力向物理世界延展。 ...

Core Insights - The first AI Innovation Conference (HAIC2025) was held on December 18, where SenseTime, Daxiao Robotics, and Zhongke Shuguang announced a strategic partnership to advance AI infrastructure and embodied intelligence technologies [1] Group 1 - The collaboration focuses on domestic AI infrastructure and key technologies in embodied intelligence, leveraging each company's technological and industrial strengths [1] - The partnership aims to promote the development of a comprehensive ecosystem that integrates computing power infrastructure, world models, and embodied intelligence [1] - This initiative is expected to accelerate the extension of AI capabilities into the physical world [1]

A股指数表现分化，沪指红盘震荡，创业板指跌超1%。AI医疗、商业航天、大消费、军工等板块领涨；海南、电池、券商、工程机械等板块领 跌。中金公司拟换股吸收合并东兴证券与信达证券，东兴证券涨停，中金涨超5%，信达证券涨4.55%，沐曦下跌3.85%。 国债期货午盘全线上涨，30年期主力合约涨0.37%报112.400元，10年期主力合约涨0.06%报108.075元，5年期主力合约涨0.03%报105.860元，2年期 主力合约涨0.01%报102.448元。 14:18 焦煤期货主力合约、焦炭期货主力合约均涨超5%，铁矿石期货主力合约涨近2%。 12月18日，A股市场早间走势分化，截至发稿，沪指涨0.2%，深成指跌1.04%，创业板跌1.82%。盘面上，指数黄白二线分化，个股涨多跌少，沪 深京三市超3600股飘红，上午半天成交1.06万亿。具体来看，商业航天概念再度爆发，中国卫星、上海沪工等多股涨停。AI医疗概念走势活跃， 华人健康、塞力医疗等封板。零售、IP经济等消费股拉升，百大集团6连板，德艺文创等涨停。下跌方面，券商股高开低走，中银证券、中信建投 跌超3%。 港股低开，恒指跌0.44%，报25357.69 ...

Group 1 - The core announcement is that SenseTime Group plans to raise funds through the placement of new shares, specifically 1.75 billion new Class B shares at a price of HKD 1.80 per share, which represents an approximate discount of 8.63% compared to the closing price of HKD 1.97 on December 17, 2025 [1] - The total expected proceeds from this placement are approximately HKD 3.15 billion, with the shares representing about 4.5% of the existing issued share capital and about 4.3% of the enlarged issued share capital after the placement [1] - The net proceeds from the placement will be used for core business development, including AI cloud and infrastructure construction, generative AI research and development, exploration of innovative verticals, and general working capital [1] Group 2 - Prior to this fundraising announcement, SenseTime had released its multi-episode generative agent Seko 2.0, which is based on the company's self-developed Seko series models and has been adapted to the domestic AI chip Cambricon [1]

Group 1 - The core announcement is that SenseTime (00020) plans to issue 1.75 billion new Class B shares, expecting to raise approximately HKD 3.15 billion, reflecting strong market confidence in the company's long-term value and development prospects [1] - The proceeds from the share placement will be used to enhance SenseTime's leading position in the full-stack AI field, including building an industry-leading AI cloud and expanding the scale of its AI infrastructure [1] - The funds will also support the research and development of generative AI and the development of derivative products based on multimodal large models, as well as exploring AI technology integration in various verticals such as finance and education [1] Group 2 - SenseTime has achieved breakthroughs in product ecosystem co-construction, launching several applications based on its daily updated multimodal large model since the start of the "SenseTime Product Release Week" on December 15 [2] - New products include the industry's first integrated creative and multi-episode generation intelligent agent Seko 2.0, which is compatible with domestic AI chip Cambricon [2] - Other innovative AI products launched include the AI office intelligent agent Little Raccoon 3.0 and the marketing intelligent agent for e-commerce operations, showcasing SenseTime's continuous leadership in integrating AI technology with practical scenarios [2]

Group 1 - Company SenseTime (00020) announced a placement of 1.75 billion new Class B shares, expected to raise approximately HKD 3.15 billion [1] - The placement received strong interest from six institutions, reflecting confidence in SenseTime's long-term value and development prospects [1] - Proceeds from the placement will be used to enhance SenseTime's leading position in the full-stack AI field, including the development of AI cloud infrastructure and support for generative AI research [1] Group 2 - SenseTime has made significant breakthroughs in product ecosystem co-construction, launching multiple applications based on its multi-modal model since December 15 [2] - New products include the first integrated creative multi-episode generation AI agent Seko 2.0, which is compatible with domestic AI chips [2] - The company continues to lead in the integration of AI technology with practical scenarios, as demonstrated by its various innovative AI products for office and e-commerce applications [2]

International News - The US stock market saw a decline on Wednesday, with the Dow Jones falling by 0.47%, the Nasdaq by 1.79%, and the S&P 500 by 1.14%. Notably, Tesla and Broadcom dropped over 4%, while Oracle fell more than 5% [1][12] - In after-hours trading, Micron Technology's stock increased by 9% [2][13] - The Nasdaq Golden Dragon China Index decreased by 0.76%, with several Chinese concept stocks like Shengfeng Logistics, Furlong Group, and Huya experiencing significant declines [3][14] - The cryptocurrency market exhibited notable volatility, with Bitcoin fluctuating between $89,000 and $90,000 before dropping below $86,000, resulting in a daily decline of 2.21%. Ethereum fell below $2,800, down 5.61% for the day [3][14] - In the commodities market, energy products showed significant gains, with Brent crude oil rising by 3% to $60.69 per barrel, and US natural gas futures increasing by over 4% to $3.387 per million British thermal units [3][14] - Precious metals saw gains, with New York gold futures surpassing $4,380 per ounce, up 1.10%, and silver futures exceeding $67 per ounce, up 5.82% [4][15] - The World Bureau of Metal Statistics reported a projected shortage of 0.14 million tons of refined copper by October 2025, while a cumulative surplus of 3.61 million tons was recorded from January to October [5][16] - The US Senate passed a $900.6 billion defense authorization bill for the fiscal year 2026, which will be sent to Trump for signing [5][16] - Trump is expected to sign an executive order to redefine cannabis laws and impose sanctions on Venezuela to regain oil extraction rights [5][16] - The US plans to revoke citizenship from more individuals, and legal expert Alan Dershowitz stated that the constitutionality of Trump's third term remains uncertain [6][17] - Russian President Putin indicated that Russia would pursue its goals in Ukraine through diplomatic or military means, asserting that the West is the instigator of the conflict [6][17] - The US and Russia are scheduled to hold talks regarding the Ukraine conflict in Miami this weekend, while the US has allowed certain transactions related to Russian civilian nuclear energy [7][18] - Google is collaborating with Meta to expand AI chip software support, aiming to run TPU on the PyTorch tool as a replacement for Nvidia's solution [7][18] - Novartis and Roche are nearing an agreement with the White House regarding drug pricing discussions [7][18] - The Federal Reserve issued a regulatory notice to Citigroup, requiring improvements in risk management [7][18] - The German Bundestag approved a €50 billion defense procurement plan, and US Treasury Secretary Yellen confirmed that Bridgewater founder Dalio has joined Trump's team [7][18] Domestic News - According to the People's Daily, from January to November, China's railways transported 4.28 billion passengers, setting a historical record for the same period. During the same time, express delivery volume increased by 14.9%, with business revenue rising by 7.1% [8][19] - In regional development, Fujian is implementing a new era of mountain-sea cooperation, while Xi'an in Shaanxi is driving high-quality development through technological innovation. The Hainan Free Trade Port has made progress, with customs clearance for goods entering and exiting "first" and "second" lines starting on December 18, along with the opening of eight foreign trade ports and ten "second" line ports [8][19] - SenseTime Group announced a placement of 1.75 billion Class B shares at a price of HKD 1.80 per share [9][20] - In the domestic commodities market, silver futures rose by 4%, currently priced at CNY 15,612.00 [10][20] - The Chinese Ministry of Foreign Affairs' special envoy for Asian affairs will visit Cambodia and Thailand on December 18 to mediate the border conflict between Cambodia and Thailand, with China expressing its intention to promote a resolution [11][20]

Group 1 - The core announcement from SenseTime is the placement of 1.75 billion new Class B shares, expected to raise approximately HKD 3.15 billion, reflecting strong market confidence in the company's long-term value and development prospects [1] - The proceeds from the share placement will be used to enhance SenseTime's leading position in the full-stack AI field, including the development of an industry-leading AI cloud and expansion of AI infrastructure [1] - The funds will also support research and development in generative AI and the commercialization of products derived from multimodal large models, as well as exploring AI technology integration in vertical sectors such as finance and education [1] Group 2 - SenseTime has achieved breakthroughs in product ecosystem co-construction, launching several applications based on its multimodal large model since the start of the "SenseTime Product Release Week" on December 15 [2] - New products include the industry's first integrated creative and multi-episode generation intelligent agent Seko 2.0, which is compatible with domestic AI chips from Cambrian [2] - Additional products such as the AI office assistant Xiaohuanxiong 3.0 and the marketing intelligent agent Ruying have been introduced, showcasing SenseTime's continuous leadership in integrating AI technology with practical applications [2]