Core Insights - SenseCore, the native AI cloud platform by SenseTime, has achieved the highest industry rating of 5A excellence certification, marking it as the first native AI cloud platform to receive this recognition [1][5] - The certification reflects the platform's superior performance in key areas such as computing power management, scheduling, monitoring, and enabling capabilities, showcasing its system-level capabilities and platform maturity [1][5] Group 1: Platform Economics - The 5A certification highlights the accelerating release of economies of scale under the trend of "platformization" in AI infrastructure, as traditional AI development relies on fragmented and customized computing resources, leading to high marginal costs and low reuse rates [2][6] - SenseCore's ability to achieve large-scale computing power management and high-performance scheduling has created a highly integrated and reusable AI production platform, significantly lowering the unit cost of AI research and development, thus allowing small and medium enterprises to access advanced AI capabilities at a lower threshold [2][6] - According to Frost & Sullivan, SenseTime holds the largest market share in China's native AI cloud vendor market, indicating that its platform model is widely accepted in the market, creating a positive feedback loop where more users lead to faster platform optimization [2][6] Group 2: Technical Leadership - SenseTime's leading capabilities in multi-chip heterogeneous adaptation and elastic fault tolerance reflect its strategic foresight in "technical universality" and "ecological compatibility," addressing the fragmented nature of the current AI chip ecosystem in China [3][7] - By supporting multi-chip heterogeneous scheduling, SenseCore acts as a "computing power integrator," breaking down technical barriers between different hardware manufacturers and enhancing the overall efficiency of computing resource allocation [3][7] - This capability not only strengthens the platform's risk resistance but also provides a feasible path for the country to build a self-controllable and efficient collaborative AI computing power infrastructure [3][7] Group 3: System-Level Competitiveness - SenseTime's breakthrough signifies a transition in China's AI industry from "single-point technological innovation" to "system-level competitiveness," with a focus on the underlying platform capabilities that support efficient training, deployment, and iteration of models [4][8] - The 5A certification encompasses a comprehensive evaluation of AI lifecycle service capabilities, indicating that SenseTime has established a complete value chain covering "computing power, modeling, and application" [4][8] - This system-level capability not only solidifies SenseTime's moat in the B-end market but also lays the foundation for future participation in the global AI infrastructure competition, representing a significant step for China in building its underlying AI ecosystem [4][8]

Core Insights - The article discusses the integration of artificial intelligence (AI) in primary and secondary education, highlighting the efforts of SenseTime's home robot brand "Yuanluobo" in promoting the "AI into Campus" project to enhance quality education through interactive learning tools [1][2]. Group 1: AI in Education - The "double reduction" policy and the integration of "AI + education" are driving a transformation in quality education from formalism to effectiveness, addressing challenges such as resource shortages and teacher-student engagement [2]. - Yuanluobo aims to provide a comprehensive solution to these challenges by leveraging technological innovation to create interactive learning experiences that lower the barriers to AI education [2]. Group 2: Teaching Methodology - Yuanluobo has developed a "dual-teacher classroom" concept, offering a semester-long curriculum that combines video lessons with practical exercises, facilitating a "learn-practice-apply" approach to education [3]. - The curriculum focuses on chess as a primary theme, gradually increasing in complexity while ensuring an engaging learning environment [3]. Group 3: Implementation and Impact - Yuanluobo's solutions have been implemented in numerous schools across China, establishing a sustainable educational empowerment system through ongoing campus practices [4]. - The brand has partnered with various schools, such as Guangzhou Jinlanyuan Primary School and Shanghai Minhang District Mingqiang Primary School, to create AI chess demonstration schools and smart classrooms, enhancing teaching efficiency and student engagement [4][5]. - As of now, dozens of schools have adopted Yuanluobo AI robots, expanding collaboration from single-course support to various educational dimensions, including specialized course development and smart classroom construction [5].

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 商汤集团股份有限公司 (於開曼群島註冊成立以不同投票權控制的有限公司) 呈交日期: 2026年2月4日 足夠公眾持股量的確認(註4) I. 法定/註冊股本變動 | 1. 股份分類 | 不同投票權架構公司普通股 | | 股份類別 | B | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00020 | | 說明 | | | | | | | | 多櫃檯證券代號 | 80020 | RMB | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | | 1,992,000,000,000 | USD | 0.000000025 | USD | | 49,800 | | 增加 / 減少 (-) | | ...

近日，商汤正式开源多模态自主推理模型 SenseNova-MARS（8B/32B 双版本），其在多模态搜索与推理的核心基准测试中以 69.74 分超越Gemini-3-Pro （69.06 分）、GPT-5.2（67.64 分）。 SenseNova-MARS是首个支持动态视觉推理和图文搜索深度融合的 Agentic VLM 模型，它能自己规划步骤、调用工具，轻松搞定各种复杂任务，让AI真正具 备"执行能力"。 在MMSearch、HR-MMSearch、FVQA、InfoSeek、SimpleVQA、LiveVQA等基准测试中，SenseNova-MARS取得开源模型中的 SOTA 成绩，还超越Gemini- 3.0-Pro、GPT-5.2等顶级闭源模型，在搜索推理和视觉理解两大核心领域全面领跑。 全能冠军，自主解决复杂问题 SenseNova-MARS在多项多模态搜索评测中展现出明显的领先优势，平均得分达到 69.74 分，成功超过了 Gemini-3-Pro 的 69.06 分与 GPT-5.2 的 67.64 分。 在 MMSearch 榜单（图文搜索核心评测）中，模型以 74.27 分登顶，超GPT ...

◎记者 王彭 2026年1月20日，南方东英南方中证A500指数ETF在新交所上市，成为首只在互联互通机制下"走出 去"的中证A500 ETF；1月28日，南方东英华泰柏瑞中证A500 ETF于港交所挂牌上市，成为首只登陆港 交所的中证A500 ETF。 对此，第三方基金分析人士表示，近年来境内ETF"出海"，尤其是从单一市场扩展到多交易所挂牌、从 传统宽基向聪明贝塔及主题指数延伸，反映出国际投资者对中国结构性投资机遇的关注持续升温。 "在资本市场双向开放与人民币国际化协同推进的背景下，ETF作为高效、透明的配置工具，其跨境互 联的深化有望为全球资金分享中国经济增长提供更顺畅的渠道，未来相关产品的多样性值得期待。"该 人士称。 中国资产迎显著资金净流入 近年来，随着全球资金对中国资产兴趣提升，境内ETF也在积极推进"出海"进程。从光伏、红利到创业 板ETF、沪深300 ETF，再到近期登陆新交所和港交所的中证A500 ETF，境内核心ETF通过互联互通机 制走向国际舞台，为全球投资者提供了更丰富的中国资产配置工具。 与此同时，海外资金也积极布局中国资产。数据显示，近期主动与被动外资持续净流入，多只在美上市 的 ...

（来源：智通财经） 上海市政协委员、上海商汤智能科技有限公司董事长、CEO徐立在谈及大模型发展时表示，在中美模型 创新方面，美国呈现出由超级明星主导的模式，中国在创新生态上如何构造超级个体、围绕这些人员构 建团队，是下一步创新的重要命题。他认为，大模型生产力工具发展到一定程度，构造的是端到端交付 能力，但仍需人和机器协同，呈现出生产力工具赋能超级个体的发展趋势。若大模型仅成为过程降本增 效的管理工具，商业化很难闭环；但一旦做成过程化交付、赋能个体完成交付，带来的生产力爆发非常 明显。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

每经AI快讯，据商汤科技消息，1月29日，商汤正式开源多模态自主推理模型Sense Nova-MARS （8B/32B双版本）。商汤称，该模型是首个支持动态视觉推理和图文搜索深度融合的Agentic VLM模 型，它能自己规划步骤、调用工具，让AI真正具备"执行能力"。 （文章来源：每日经济新闻） ...

Core Insights - CES Asia 2026 will be held in Beijing from June 10 to 12, 2026, focusing on building a global AI technology showcase and cross-industry collaboration hub [2] - Over 200 companies from 28 countries and regions will participate, with international exhibitors accounting for over 40%, creating a top-tier innovation matrix in the Asian tech industry [3] Industry Trends - The exhibition will highlight three core breakthrough areas: large model innovation, embodied intelligence, and cross-industry integration, showcasing cutting-edge AI technologies and application results [4] - The event will feature the first compliant results following the implementation of China's national standard for large AI models, with major models like Huawei's Pangu and iFlytek's Spark being presented [4] Company Highlights - Major companies such as NVIDIA will showcase their new AI chip solutions based on the Blackwell architecture, while SK Telecom will present its 519 billion parameter "A.X K1 teacher model" [3] - Huawei will demonstrate its latest 5G+AI industrial solutions, which have achieved large-scale cooperation across multiple industries, significantly enhancing production efficiency [3] Collaboration Opportunities - CES Asia 2026 aims to create a comprehensive cross-industry cooperation system covering technology, capital, and market, with over 50 international professional purchasing groups expected to attend [6] - The event will host over 50 high-end parallel forums, inviting global tech leaders and industry experts to discuss the integration paths of AI with various sectors [6] Market Positioning - The exhibition is positioned as a strategic opportunity for companies to secure market positioning in the competitive global AI landscape, with over 80% of core exhibition spaces already booked [7] - The event serves as a critical platform for global tech companies to connect with the Asian market and achieve value growth, potentially reshaping the competitive landscape of the Asian AI industry [7]

2026年的1月份，国内的AI界发生了几件大事： 1月2日，GPU公司壁仞科技登陆港交所，成为港股国产GPU第一股，并且成为港交所《上市规则》第18C章（特专科技）启用以来，募资规模最大的IPO 项目； 1月9日，MiniMax（上海稀宇科技）登陆港交所，不仅创下了全球AI公司从创立到上市的最短时间记录，而且打破了快手上市创下的科技公司超购记录， 而且还是全球第一家市值突破千亿的原生AI公司。MiniMax上市，被称为是中国大模型企业在全球舞台上的"定价"时刻； 1月14日，中国汽车工业协会发布的《2025城市NOA汽车辅助驾驶研究报告》。报告显示，Momenta城市NOA搭载量41.44万辆，占第三方供应商比例约 61.06%，处于断崖式领先，其产品不但覆盖国内主流乘用车企业，且与全球排名前10大车企中的8家开展合作。 壁仞科技，MiniMax，Momenta的共同点，是这三家AI翘楚公司的创始人,均出自商汤科技。 然而，商汤前员工风光无限的同时，被称为AI时代黄埔军校的商汤，自己却被边缘化了。 成立于2014年的商汤，曾经是以图像识别为特征的AI 1.0时代的"四小龙"之首，2021年上市前共完成12轮融 ...

Core Viewpoint - Texas Governor Greg Abbott has expanded the list of prohibited technologies, adding 26 Chinese tech companies and AI platforms, to mitigate security risks associated with foreign adversaries [1][3][4]. Group 1: Prohibited Technologies - The updated list includes various AI institutions such as Zhipu AI, Baichuan Intelligence, and MiniMax, as well as hardware manufacturers like Hisense and tech companies including ByteDance, Baidu, Alibaba, CATL, and TP-Link [1][6][7]. - The Texas Cyber Command (TXCC) is responsible for assessing threats and identifying high-risk technologies to protect sensitive information [1][5][6]. Group 2: Security Concerns - Governor Abbott expressed concerns about hostile actors using AI and other technologies to harvest user data, manipulate users, and compromise their safety [4][5]. - The TXCC aims to prevent cyber attacks that could lead to the exfiltration of sensitive information to malicious entities globally [5][6]. Group 3: Implementation and Oversight - The prohibition is based on a threat assessment conducted by TXCC, which was established in June 2023 as the largest state-level cybersecurity department in the U.S. [6][1]. - The directive to expand the prohibited technologies list was communicated through a letter to key state officials, emphasizing the need for vigilance against foreign threats [4][5].