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马来西亚经济再次转型:攻关半导体与AI,中企助力向上突围
2 1 Shi Ji Jing Ji Bao Dao· 2025-12-17 12:53
南方财经 21世纪经济报道记者胡慧茵 吉隆坡报道 数据显示,马来西亚今年第三季度GDP增长5.2%,高于二季度的4.4%。马来西亚总理安瓦尔表示,凭借国内强劲需求和对高增长高价值领域 的持续投资等,国家稳步朝着今年底实现4%至4.8%的增长目标迈进。 在全球经济面临众多不确定性的背景下,马来西亚靠着怎样的经济结构保持增长韧性?随着马来西亚政府大力推动产业链向高端化转型,在马 运营的企业将迎来哪些发展机遇?其中,持续深耕当地市场的中资企业,在转型中扮演着怎样的角色? (马来西亚国家石油公司双塔 资料图) 在马来西亚槟城的深圳垦拓流体生产车间,一幅活力迸发的现代智能制造图景正徐徐展开:年轻员工们凝神操作着精密仪器,进行高精度流体 部件的组装;在数字系统操作区,团队成员专注应对实时数据与信息的高效录入。 "对马来西亚的年轻人来说,这不仅是一份工作,还是掌握先进技术的成长过程。"垦拓马来西亚总经理张记福在槟城接受21世纪经济报道记者 采访时表示,垦拓应该是马来西亚唯一一家从事流体控制领域的企业,"接触精密制造技术为当地年轻人开拓了更广阔的职业道路,也让他们 的未来充满更多可能性。" 近年来,以垦拓为代表的中国高新科技 ...
瑞银增持中兴通讯(00763)约431.97万股 每股作价约28.98港元

智通财经网· 2025-12-17 11:27
香港联交所最新资料显示,12月11日,瑞银增持中兴通讯(00763)431.965万股,每股作价28.9754港元, 总金额约为1.25亿港元。增持后最新持股数目约为6830.66万股,持股比例为9.04%。 ...
瑞银增持中兴通讯约431.97万股 每股作价约28.98港元

Zhi Tong Cai Jing· 2025-12-17 11:27
香港联交所最新资料显示,12月11日,瑞银增持中兴通讯(000063)(00763)431.965万股,每股作价 28.9754港元,总金额约为1.25亿港元。增持后最新持股数目约为6830.66万股,持股比例为9.04%。 ...
中兴通讯:在中东市场,公司聚焦“数字化转型、AI赋能、绿色低碳与本地化合作”四大方向
Zheng Quan Ri Bao· 2025-12-17 07:15
证券日报网讯 12月16日,中兴通讯在互动平台回答投资者提问时表示,公司积极把握全球算力市场的 发展机遇,深度践行"连接+算力"战略,深化中资企业出海及海外本地客户合作。在中东市场,公司聚 焦"数字化转型、AI赋能、绿色低碳与本地化合作"四大方向,助力中东智能化数字基础设施建设;在欧 洲市场,公司依托创新的产品技术以及完善的本地化体系,与中资互联网云厂商深度协同,推动算力产 品在多个国家实现销售。光模块的应用场景非常广泛,公司基于市场、技术因素综合考虑决定对外采购 光模块或自行研发和生产光模块。在光传输领域,公司研发和生产光传输网络相干光模块(包括 OTN100G/400G/800G可插拔光模块),用于光传输设备;在用于服务器等数据通信领域的光模块方 面,公司对外采购光模块。2025年是6G标准化元年,公司深度参与全球6G标准化进程,作为3GPP、 ITU、CCSA等主流标准组织的重要成员,积极推动6G标准的统一与演进。在核心技术方面,公司聚焦 6G与AI融合、空天地一体、通感一体、空间技术等多个关键领域和主流方向的技术深耕和创新突破。 公司连续四年参与IMT2030(6G)推进组测试,参与了全部技术方向的测 ...
AI手机助手查银行卡余额,真的能绕过银行核验吗?
Xin Lang Cai Jing· 2025-12-17 02:56
Core Viewpoint - The introduction of the Doubao AI assistant raises questions about its ability to bypass bank app identity verification, highlighting public concerns over the security of AI technology in financial applications [1][6]. Group 1: Technology and Security Mechanisms - The Doubao AI assistant operates under a "dual authorization mechanism," requiring users to grant access within the bank app and confirm via biometric authentication, ensuring a two-layer security process [2][7]. - The AI assistant is assigned a "digital certificate" and a "temporary access token" that refreshes every hour, minimizing the risk of long-term misuse [2][7]. - Data transmission between the AI assistant, mobile system, and bank servers is encrypted, preventing the AI from storing or accessing sensitive data directly [2][7]. Group 2: Financial System Risks - Although the AI assistant has not caused significant financial security issues, its integration into the financial system poses potential risks, especially given the high volume of transactions processed [3][8]. - Recent incidents of AI being exploited for fraudulent activities underscore the need for banks to implement stringent security measures [3][8]. - Financial institutions face challenges in balancing user privacy, service experience, and the need for robust AI risk management [3][8]. Group 3: Innovation and Regulation - The demand for security should not hinder innovation; banks must develop a balanced mechanism that allows for efficient AI integration while maintaining safety [4][9]. - Banks are encouraged to categorize AI operations by risk level and apply corresponding protective measures, avoiding blanket bans on AI tools [4][9]. - Establishing clear agreements with AI tool providers regarding data security and operational boundaries is essential for safe implementation [4][9]. Group 4: User Awareness and Responsibility - Users are advised to enhance their security awareness, carefully granting financial permissions to third-party tools and regularly reviewing account authorizations [5][10]. - The discussion surrounding the Doubao AI assistant serves as a critical opportunity for the industry to reflect on the balance between technological advancement and security [5][9].
XAIR大会发布多项“AI+制造”成果
Zhong Guo Hua Gong Bao· 2025-12-17 02:52
Group 1 - The 2025 Guangdong-Hong Kong-Macao Greater Bay Area Artificial Intelligence and Robotics Industry Conference was held from December 12 to 14, showcasing the latest achievements in the integration of AI and manufacturing [1] - The conference highlighted the construction achievements of the "National Artificial Intelligence Pilot Base," which is the only national-level pilot platform focusing on mobile terminals, co-built by Shenzhen and Dongguan, and constructed by China Unicom [1] - The base aims to enhance "terminal innovation" and "manufacturing efficiency" by establishing five foundational capabilities: computing power, data, models, applications, and security [1] Group 2 - Guangdong Unicom, in collaboration with various organizations, launched the "Guangdong Artificial Intelligence + Manufacturing Industry Alliance" to tackle common technical challenges and promote resource collaboration and achievement transformation [2] - The alliance includes partnerships with major companies such as Huawei, TCL, Midea, and others to accelerate the transformation of technological achievements into industrial practices [2] - Two platforms were officially launched: the "Yuanjing·Wanwuh Industrial Intelligence Platform" and the "Ge Wu·Embodied Intelligent Robot Collaborative Platform," aimed at empowering the entire production process with intelligent capabilities [1][2]
豆包争议启示录:AI手机动了谁的奶酪?
3 6 Ke· 2025-12-17 00:21
12月14日,针对网络传闻称"监管机构因网络安全、数据安全及竞争问题约谈字节跳动"一事,有知情人 士向万点研究表示该信息不实。 2025年岁末之际,字节跳动旗下AI大模型"豆包手机助手"与中兴通讯合作,推出努比亚M153工程机 (以下简称"豆包AI手机"),在科技领域引发热议。 "豆包AI手机"不仅是一款新智能手机,更是AI产品一个标志性信号。标志着大模型研发正从虚拟的"云 端大脑",转变为掌握消费者实时信息的"贴身智脑"。 从ChatGPT掀起内容创作革命、到Midjourney重塑视觉表达方式,再到如今AI手机开启终端智能新场 景,大模型正在以前所未有的深度与广度,重塑商业世界的底层逻辑。 这届消费者,为何愿意为"豆包"买单? 对于很多普通投资者而言,很难理解"豆包AI手机"为何突然火了。如果你最近刷到"豆包手机二手涨 价""首批3万台被秒空"这些新闻,别以为只是营销手段。 消费者趋之若鹜的原因,除了猎奇与尝鲜心理之外,关键在于"豆包AI手机"不仅仅是一部AI手机,更是 一个解放你双手的智能助理。 当前多数AI手机仍停留在对话交互层面:你输入指令,它回复信息,最多辅助完成文案撰写、图像处 理或会议纪要。 ...
产品供不应求,豆包手机首批货源正式售罄,有望成未来端侧AI核心入口
Xuan Gu Bao· 2025-12-16 23:21
Group 1 - The official statement from Doubao Mobile Assistant indicates that the product has gained widespread attention, and the initial stock of nubia M153 smartphones is insufficient to meet the demand for F codes, leading to a halt in F code applications [1] - On December 1, ByteDance's Doubao team launched the technical preview version of Doubao Mobile Assistant, which operates at the system level in collaboration with smartphone manufacturers, distinguishing it from existing products by executing complex tasks across applications [1] - The first batch of devices has sold out, signaling a significant step towards the commercialization of AI smartphones, with institutions recognizing the market potential of AI smartphones as a new super entry point [1] Group 2 - Industrial trends show a clear movement towards deep collaboration between smartphone manufacturers and large model companies, with the partnership between Doubao and nubia serving as a successful example [2] - The AI mobile assistant is expected to reshape human-computer interaction, opening up vast opportunities for consumer-level AI applications, with the long-term market scale projected to exceed 100 billion yuan [2] - The entire industry chain is poised for dual benefits from technological upgrades and demand release, with upstream sectors benefiting from hardware upgrades like AI chips and sensors, while midstream focuses on the collaboration ecosystem between smartphone manufacturers and large model companies [2] Group 3 - ZTE Corporation, as the parent company of the nubia brand, is collaborating deeply with ByteDance to launch the nubia M153 smartphone equipped with Doubao Mobile Assistant [3] - CaiXun Co., Ltd. has a foundational cooperation with ByteDance in various technical fields, leveraging its expertise in natural language processing and smart terminal adaptation to potentially integrate into the Doubao Mobile Assistant ecosystem [3]
54家深企上榜!2025科创企业创新力TOP500揭晓
Sou Hu Cai Jing· 2025-12-16 22:48
Core Insights - The "2025 China Sci-Tech Enterprises Innovation Power TOP 500 Development Report" and the corresponding list were released at the "2025 Sci-Tech Enterprises High-Quality Development Conference" by the China Enterprise Evaluation Association [1] Group 1: Rankings and Scores - Huawei Technologies Co., Ltd. ranked first with a score of 954.85, followed by ZTE Corporation at 81'056, Tencent Technology (Shenzhen) Co., Ltd. at 947.12, and Mindray Bio-Medical Electronics Co., Ltd. at 944.51 [2][3] - The top five companies include four from Shenzhen: Huawei, ZTE, Tencent, and Mindray, with Baidu Online Network Technology (Beijing) Co., Ltd. rounding out the top five [2][3] Group 2: Regional Representation - Shenzhen has 54 companies on the list, second only to Beijing, which has 60 [2][11] - The leading sectors for Shenzhen's listed companies include new generation information technology (21 companies), biopharmaceuticals (10 companies), and high-end equipment manufacturing (7 companies) [11] Group 3: Innovation Cluster - The innovation cluster in Shenzhen is characterized by a focus on electronic information as the main body, with a diverse range of industries collaborating [11]
豆包AI手机恢复销售,一度一机难求,二手平台遭爆炒
Mei Ri Jing Ji Xin Wen· 2025-12-16 22:24
据第一财经,近日有传言称"字节跳动因网络安全、数据安全及竞争问题被监管机构约谈",对此,知情人士回应称消息不实。 12月16日,根据中兴商城官网显示,豆包手机助手及合作机型nubiaM153目前已重启F码候补申请通道,正式恢复产品购买资格。 值得注意的是,自12月2日晚间起,多位持有"豆包手机"的用户向媒体反馈,使用该手机登录微信后,微信账号出现异常退出的状况。还有网传信息称, 豆包手机助手可以直接查询银行卡余额,并跳过认证读取用户信息。 据悉,此次开放的为F码排队候补申请,仅有少量名额且无扩大生产计划,将优先面向此前未购买到该机型的爱好者。 此前已购买产品、已申领F码未下单、取消订单或办理退货的用户不可重复申领,且候补申请不承诺必然获得F码,后续将根据问卷填写情况筛选发放。 豆包手机助手于12月1日上线。官方介绍其与中兴通讯合作,以努比亚M153机型为载体推出,属于定制的技术展示"工程机"。 其核心卖点在于对日常App的自动化操作,包括点外卖、订机票、比价购物。甚至在媒体测评中,AI还可以代替回复微信消息、操作小程序游戏。 图源:中兴商城官网 由于这是目前唯一一款将豆包嵌入底层操作系统的手机,可实现与系统的 ...