Gold and Silver Market - Gold has surpassed $4,400 per ounce for the first time, currently priced at $4,412, marking a 1.6% increase and on track for its best annual performance in over 40 years [2][3] - Silver prices have also surged, with spot prices rising 3.3% to a record $69.44, indicating both metals are set for their strongest yearly performance since 1979 [3] - Traders are anticipating two interest rate cuts by the Federal Reserve in 2026, influenced by recent economic data and advocacy for looser monetary policy from President Trump [3] Geopolitical Factors - Rising geopolitical tensions have enhanced the safe-haven appeal of gold and silver, particularly due to the U.S. tightening its oil blockade on Venezuela and Ukraine's recent attack on a Russian oil tanker [4] Gold-Backed ETFs - Gold-backed ETFs have experienced inflows for five consecutive weeks, with total holdings increasing every month this year except May, according to Bloomberg and World Gold Council data [5]

让AI真正走向商业应用。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，百度公布无代码应用搭建平台"秒哒"日前在秒哒2025创造者大会上的最新进展：上线8个月以来， 平台已累计生成超50万个商业应用，日新增应用涨幅超150%，其中带有后端的应用占到一半，覆盖教育、商业、内 容创作、企业服务等200余个场景，累计创造经济与效率价值超50亿元。 现场，百度同时发布面向创造者的长期扶持计划——"创造者筑梦计划"。根据规划，未来三年，百度秒哒将通过流量 扶持、交易分成、商单对接与技术支持，帮助100万名创造者实现创收，2026年还将从所有优质项目中，筛选15个高 商用潜力项目，开通快速通道，个人开发者项目有机会获得百万以上级别投资。该计划旨在补齐AI应用从"生 成"到"变现"的最后一公里，推动更多创意转化为可持续的商业成果。 围绕"如何让AI真正走向商业应用"，百度秒哒产品总经理朱广翔进一步解释了秒哒的产品思路。他表示，秒哒的核心 目标，是把应用开发从少数专业开发者手中解放出来，通过"自然语言化"的方式，让更多人能够直接构建可用、可运 营、可变现的商业应用 ...

London is set to become the next testing ground for global autonomous driving firms after Chinese tech group Baidu confirmed plans to introduce robotaxis in the UK capital from next year. The move, an... ...

Core Insights - Uber Technologies and Lyft are collaborating with Baidu to pilot driverless taxis in the UK next year, indicating a significant advancement in the global competition to commercialize robotaxis [1] Company Developments - The partnership between Uber, Lyft, and Baidu represents a strategic move to enhance their presence in the autonomous vehicle market [1] - This initiative is part of a broader trend among tech companies to explore and implement driverless technology in urban transportation [1] Industry Trends - The collaboration highlights the increasing interest and investment in the robotaxi sector, as companies aim to capitalize on the growing demand for autonomous transportation solutions [1] - The pilot program in the UK is expected to contribute to the development and refinement of driverless technology, potentially influencing regulatory frameworks and public acceptance [1]

当前，全球主要国家在人工智能领域持续强化战略布局，加大资金投入，国际间技术、产业、治理 规则等竞争日趋白热化。抢占人工智能技术发展的制高点，是一次前所未有的重大挑战，也是一次前所 未有的历史机遇。在这一轮人工智能发展浪潮中，无人驾驶已成为重要先行领域。 目前，萝卜快跑落地全球22城，累计出行服务次数已超1700万。"随着此次萝卜快跑在伦敦的落 地，中国无人驾驶行业也迈出了从单一产品输出到与全球交通生态深度融合的关键一步，成为中国新质 生产力走向世界，参与全球科技创新的生动实践。"该负责人表示。 百度相关负责人表示，此次萝卜快跑成功落地伦敦、进军全球右舵市场，是中国技术标准与运营体 系首次系统性对接全球主流的右舵交通环境，证明了中国无人驾驶技术方案具备应对全球多样化交通环 境的普适性与先进性。 据百度最新消息：12月22日，百度旗下无人驾驶出行服务平台萝卜快跑携手全球领先出行平台，将 于2026年在英国伦敦开启无人驾驶测试及出行服务，助力伦敦构建更加数字化、绿色化的未来交通体 系。 ...

Core Insights - Baidu's Apollo Go is set to initiate robotaxi trials in the U.K. in collaboration with Uber and Lyft in 2026 [1] Company Developments - The partnership with Uber and Lyft marks a significant expansion for Baidu's Apollo Go into the international market [1] - The trials are expected to enhance the development and deployment of autonomous driving technology in the U.K. [1] Industry Trends - The move aligns with the growing trend of integrating autonomous vehicle technology into urban transportation systems [1] - The collaboration with established ride-hailing services like Uber and Lyft indicates a strategic approach to leverage existing infrastructure and customer bases [1]

Core Insights - The article discusses the advancements of Baidu's no-code application building platform "MiaoDa," which has generated over 500,000 commercial applications in just eight months, with a daily growth rate of over 150% [2] - Baidu has launched the "Creator Dream Plan" to support creators, aiming to help 1 million creators generate income over the next three years, with a focus on transforming AI applications from generation to monetization [2][3] Summary by Sections - **Platform Development**: MiaoDa's core goal is to democratize application development by allowing non-professional developers to create usable, operational, and monetizable applications through natural language [3] - **Types of Applications**: The applications developed on MiaoDa fall into three categories: e-commerce mini-programs and games for direct monetization, business software for low-cost internal systems, and AI efficiency applications for various scenarios. These applications have collectively created economic and efficiency value exceeding 5 billion [3] - **User Engagement and Monetization**: Since March, MiaoDa has provided free services to enhance product capabilities before introducing a paid model in November. The introduction of a payment mechanism has not negatively impacted user experience, with active usage continuing to grow [5] - **AI Coding as a Valuable Sector**: The article highlights AI coding as a significant opportunity in the industry, emphasizing that large models can transform production methods. Coding is seen as a critical productivity tool that can generate new demand and value [6][7] - **Competitive Landscape**: While domestic AI coding has lagged behind international counterparts by 1-2 years, the gap in core competitiveness is narrowing. The focus is on scene-based application capabilities rather than general coding abilities [8]

Chinese tech giant Baidu has announced plans to bring robotaxis to London starting next year through its partnerships with Lyft and Uber, as the UK emerges as a growing autonomous vehicle battleground.The announced collaborations will bring Baidu's Apollo Go autonomous vehicles to the British capital through the Uber and Lyft platforms, the companies said on their respective social media accounts. Lyft's testing of Baidu's initial fleet of dozens of vehicles will begin in 2026, pending regulatory approval, ...

优步于当地时间周一宣布，2026 年上半年将在伦敦启动一项使用百度 Apollo Go RT6 自动驾驶出租车的 试点项目，预计明年年底前可在该市正式投入服务。 【#百度Uber在英国测试无人驾驶网约车#，明年年底前提供服务】Uber表示，将与百度公司合作，在英 国开展无人驾驶网约车试点项目。此前，美国自动驾驶技术公司 Waymo 已于本月在伦敦启动了相关测 试。 ...

Core Viewpoint - The investment thesis on Baidu (BIDU) is centered around the AI infrastructure, particularly focusing on Cloud, Compute Capacity, Inference, and Proprietary Chips, rather than on Chatbot/Consumer AI [1] Group 1: Investment Thesis - The recommendation for Baidu is a "Buy" based on its strong positioning in AI infrastructure [1] - The analysis emphasizes the importance of Cloud and Compute Capacity as critical components for future growth [1] - Proprietary Chips are highlighted as a significant asset in Baidu's technological framework [1] Group 2: Analyst Background - The analyst has over 10 years of experience in global markets, managing multi-asset strategies and equity portfolios [1] - The approach combines top-down macro analysis with bottom-up stock selection, focusing on earnings, tech disruption, policy shifts, and capital flows [1] - Insights are shared through platforms like Seeking Alpha, where high-conviction ideas and contrarian views are presented [1]