未来，商汤绝影表示将持续与行业伙伴深化合作，共同推动汽车智能化技术发展与应用。 近日，"'人工智能＋交通运输'上海发布2025"活动在沪举办，商汤绝影凭借其J6M辅助驾驶量产方案，入选2025年度上海市交通领域人工智能示范场景 项目。 该方案基于地平线J6平台芯片开发，采用7V纯视觉感知架构，可提供高速场景下的辅助驾驶功能。方案同时支持纯视觉及多传感器融合两种技术路 径，能够以较高效率适配不同配置级别的车型，旨在为车企提供适用于大众市场的辅助驾驶解决方案。 ...

Core Insights - Shanghai SenseTime Technology Co., Ltd. has increased its registered capital from 2 billion RMB to 3.5 billion RMB, representing a 75% increase [1] Company Overview - The company was established in January 2020 and is legally represented by Yang Fan [1] - Its business scope includes the development of artificial intelligence application software, basic artificial intelligence software, and information system integration services [1] - The company is wholly owned by Shanghai Qianlun Technology Co., Ltd. [1]

钛媒体App 12月11日消息，天眼查显示，近日，上海商汤科技开发有限公司发生工商变更，注册资本由 20亿人民币增至35亿人民币，增幅75%。该公司成立于2020年1月，经营范围包括人工智能应用软件开 发、人工智能基础软件开发、信息系统集成服务等。股东信息显示，该公司由上海阡伦科技有限公司全 资持股。（天眼查） ...

Market Overview - The Hang Seng Index opened up by 0.66% at 25,710.61 points, while the Hang Seng Tech Index rose by 0.55% to 5,611.93 points [1][2]. Sector Performance - The Hang Seng Biotechnology Index increased by 0.44% to 15,159.39 points, and the Hang Seng China Enterprises Index gained 0.58% to 9,006.27 points [2]. - The Hang Seng Composite Index saw a rise of 0.71%, reaching 3,940.90 points [2]. Notable Stocks - Stocks such as Pop Mart, Zijin Mining, and HSBC opened with gains exceeding 2% [2]. - Tech stocks showed strength, with companies like NetEase, Alibaba, and Bilibili all rising over 1% [3]. Individual Stock Movements - Kingdee International rose by 2.00% to 14.250, while Midea Group increased by 1.63% to 90.450 [4]. - Alibaba's stock price reached 155.000, reflecting a 1.17% increase, and NetEase rose to 213.200, up by 1.14% [4]. - Other notable movements included Tencent Holdings at 609.000 (+1.00%) and BYD Company at 98.400 (+0.66%) [4].

| 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 小米集团－Ｗ(01810) | +43.23亿元 | +10346.72万股 | | 盈富基金(02800) | +29.93亿元 | +11644.65万股 | | 零跑汽车(09863) | +10.16亿元 | +2051.66万股 | | 招商银行(03968) | +8.21亿元 | +1629.80万股 | | 比亚迪股份(01211) | +7.60亿元 | +777.90万股 | | 美团-W(03690) | +6.14亿元 | +613.64万股 | | 泡泡玛特(09992) | +5.06亿元 | +265.63万股 | | 恆生中国企业(02828) | +4.77亿元 | +520.34万股 | | 康方生物(09926) | +4.53亿元 | +387.80万股 | | 商汤-W(00020) | +3.89亿元 | +18009.70万股 | 3、港股通最近5个交易日减持榜（前10名） | 公司名称 | 持股额变动 | 持股数变动 | | --- | --- | --- | | 腾讯 ...

Investment Rating - The report does not explicitly provide an investment rating for the AI industry Core Insights - The AI industry is witnessing significant advancements, particularly in multimodal models, with SenseNova's NEO architecture being a notable development that enhances the integration of visual and language processing [15] - The upcoming 2025 Brain-Computer Interface Conference aims to promote practical applications and innovations in brain-computer interface technology [5] - Strategic collaborations, such as the partnership between UBTECH and ZhiSheng Technology to deploy 10,000 robots by 2031, indicate a strong focus on robotics and AI integration [7] - The acquisition of the AI search team by Xiaohongshu reflects a trend of companies consolidating AI capabilities to enhance their product offerings [8] Summary by Sections AI Industry Dynamics - The 2025 Brain-Computer Interface Conference will take place from December 4 to 5 in Shanghai, featuring competitions focused on practical applications of brain-computer interface technology [5] - The Ministry of Industry and Information Technology is preparing to establish the China Artificial Intelligence Terminal Industry Association, which aims to support high-quality development in the AI terminal industry [6] AI Application Insights - Li Auto has launched its first AI glasses, Livis, which weigh 36 grams and can operate for 18.8 hours, showcasing a crossover from smart vehicles to wearable technology [9] - Doubao has released a technical preview of its mobile assistant, integrating various functionalities to enhance user experience [10] - Ant Group's AI assistant has been upgraded to generate simple games in as little as 30 seconds, highlighting advancements in user-generated content [12] - Gaode Map has introduced an "AI Parking Radar" feature that provides real-time updates on parking availability, enhancing urban navigation [13] AI Large Model Insights - Doubao's voice recognition model 2.0 has improved its contextual understanding, achieving a 20% increase in keyword recall rate and supporting multiple languages [14] - SenseTime's NEO multimodal model architecture has been released and open-sourced, aiming for deeper integration of visual and language processing [15] - Alibaba's Qwen-Image model has been updated for better consistency in image generation and editing, now available on the Qianwen app [16] - DeepSeek has launched its V3.2 series models, narrowing the performance gap between open-source and commercial models [17] Technology Frontiers - Tencent has launched EdgeOne Pages, a full-stack edge development platform, facilitating rapid web project deployment [18] - The latest version of Improved MeanFlow by He Kaiming's team addresses key issues in training stability and efficiency, achieving significant performance improvements [20]

商汤集团董事长、CEO徐立表示，AI与医疗结合近期虽充满挑战，但远期前景光明，需求将持续存 在。 商汤医疗CMO钱琨对智通财经表示，信任与数据是当前AI医疗两大瓶颈。由于模型"幻觉"，不少医生 对AI持保留态度；同时，中国病种谱系复杂，许多罕见病、细分病种缺乏高质量训练数据。为此，商 汤通过"证据溯源"引用权威来源以建立信任，并借助多模态与病理大模型，以更少数据、更快速度覆盖 长尾疾病。 商汤医疗CEO张少霆对记者强调，商业模式是另一核心瓶颈。若医院缺乏对应预算与支付意愿，技术难 以落地。公司通过平台化策略，将技术封装为"模型生产平台"和"智能体开发平台"，使医院能基于自身 数据与专家经验孵化AI应用，将AI从成本支出转化为可自主运营的资产，从而打通商业逻辑。 近日，商汤医疗完成新一轮融资后首次公开亮相，并正式发布全新品牌标识"竹蜻蜓"。 商汤医疗成立于2022年，目前投后估值超30亿元。（智通财经记者 秦盛） ...

前十大沽空偏离值排行 | 股票名称 | 沽空金额 | 沽空比率 | 偏离值↓ | | --- | --- | --- | --- | | 华润啤酒-R(80291) | 37.36 万元 | 100.00% | 39.83% | | 建发物业(02156) | 117.92 万元 | 50.08% | 37.09% | | 友邦保险-R(81299) | 16.95 万元 | 100.00% | 35.65% | | 粤海投资(00270) | 6751.79 万元 | 44.09% | 35.26% | | 大家乐集团(00341) | 415.62 万元 | 56.56% | 31.38% | | 比亚迪股份-R(81211) | 27.61 万元 | 86.09% | 30.18% | | 长江基建集团(01038) | 7695.64 万元 | 44.62% | 27.94% | | 京东集团-SWR(89618) | 9.96 万元 | 90.48% | 27.32% | | 中国移动-R(80941) | 418.72 万元 | 74.83% | 26.15% | | 珍酒李渡(06979) | ...

Core Viewpoint - The successful IPO of Moore Threads marks a milestone for China's AI industry, highlighting the importance of collaboration in building a robust domestic chip ecosystem, with SenseTime's innovative "Computing Power Mall" model paving the way for this transformation [1][2]. Industry Analysis - On February 5, Moore Threads, a domestic GPU company, went public with an opening surge of over 400%, reaching a market capitalization of over 270 billion yuan, representing a significant moment for China's AI chip industry [2]. - The real bottleneck for domestic GPUs is not merely computational power but the lack of a comprehensive ecosystem, contrasting with NVIDIA's established CUDA software ecosystem [2]. - Moore Threads and SenseTime's long-term collaboration exemplifies the necessity of deep ecological cooperation to achieve a "soft and hard integration" breakthrough in domestic chip development [2][3]. Collaboration Dynamics - SenseTime's algorithms have been adapted to Moore Threads' products, enhancing market adaptability and creating a strong foundation for collaboration, particularly in optimizing large model training and inference technologies [2][3]. - The partnership forms a closed-loop mechanism of "demand-supply-optimization," enhancing market competitiveness for both companies [3]. Industry Empowerment - SenseTime's advanced large model system and its AI infrastructure provide an excellent platform for Moore Threads to validate its products, aiding in the transition from "usable" to "well-used" products [5]. - Moore Threads' MTT S series GPUs have been fully adapted to SenseTime's large model system, marking a significant achievement in industrial-grade testing for domestic GPUs in large model training and inference tasks [5]. Ecosystem Development - In the context of global AI computing power supply constraints, establishing a diverse and stable domestic computing power supply chain is crucial [6]. - SenseTime's "Computing Power Mall" initiative collaborates with multiple chip companies to create a domestic AI computing ecosystem, facilitating access to high-performance computing power and expanding market penetration [6]. - Moore Threads joined SenseTime's "Computing Power Mall" in July, allowing downstream companies to utilize validated Moore Threads chip computing power, thereby accelerating market expansion through SenseTime's ecosystem influence [6].

Core Insights - The MEET2026 Intelligent Future Conference is a significant event in the AI sector, featuring prominent speakers from academia and industry, including Tsinghua University and major tech companies like Baidu and Google Cloud [1][21][39] - The conference will cover a wide range of topics related to AI, including large language models, embodied intelligence, and cloud computing applications [3][39] - The event aims to provide practical insights and discussions on the current state and future of AI technology, focusing on real-world applications rather than theoretical concepts [33][34] Highlights - Highlight 1: The conference will feature a GenAI dialogue and an Agent roundtable, addressing pressing questions about AI's impact on industries and the evolution of autonomous technologies [5][8][12] - Highlight 2: Nearly thirty influential guests from academia and industry will participate, discussing the latest advancements and challenges in AI, including insights from Tsinghua University and leading tech firms [17][21] - Highlight 3: The event will release two important documents: the "2025 AI Top Ten Trends Report" and the "2025 AI Annual List," summarizing key developments and influential figures in the AI landscape [35][39] Event Details - The MEET2026 conference is scheduled for December 10, 2025, at the Beijing Jinmao Hotel, focusing on how AI technologies can drive societal progress [37][39] - The agenda includes various sessions led by industry leaders, covering topics from AI's role in enhancing productivity to the future of AI agents [41][42]