点 击 蓝 字 关 注 我 们 本文全文共 4123 字，阅读全文约需 13 分钟 2.特斯拉获准在瑞典全境测试完全自动驾驶系统 3.2025年越南汽车进口增长18.6% 目录 国内新闻 1.国办:推动汽车流通消费领域全链条创新发展 5.云南:到2028年，新能源电池和磷产业成为新的千亿级产业 6.大众中国CEA架构如期投产交付 7.GWM WEY G9 Hi4 PHEV登陆马来西亚 8.黑芝麻智能与百度萝卜快跑达成战略合作 国外新闻 1.加拿大和韩国签署谅解备忘录 4.英伟达与梅赛德斯-奔驰推进自动驾驶出租车项目 商用车 1. 远程新能源与广汽领程达成战略合作 推动商用车智能化转型 2. 东风柳汽联合桂电攻克中重型商用车线控底盘关键技术 3. 奇瑞商用车欧洲总部落户英国利物浦 4. 中国重汽市值突破千亿 国内新闻 1 2.截至目前汽车芯片领域完成25款关键芯片认证审查 3.交通运输部:春运期间将多措并举保障新能源汽车充电需求 4.重庆:到2027年，聚焦交通运输等重点领域 国办:推动汽车流通消费领域全链条创新发展 时间:2026.1.3.0 来源:财联社 1月29日，国务院办公厅发布关于印发《加快培育服务消 ...

Group 1 - The core viewpoint of the article highlights that four major AI companies—Tencent, Baidu, ByteDance, and Alibaba—are collectively launching initiatives during the Spring Festival, including red envelope promotions, gala collaborations, and new features, reflecting the competitive landscape of the AI industry by 2025 [1] Group 2 - The article notes that there is a significant differentiation in the user landscape of domestic AI applications by 2025, as revealed by exclusive data from QuestMobile [1] - It raises questions about whether the marketing strategies effective in the mobile internet era will still hold relevance in the AI era [1]

Group 1: Technology Sector Developments - Alibaba's "Tongyun Ge" concept integrates "Cloud + AI + Chips" as a strategic support triangle for future technology initiatives, emphasizing AI as a core driver of change in cloud computing over the next decade [2] - ByteDance's CEO Liang Rubo announced the company's 2026 focus on "climbing to new heights," highlighting the importance of AI opportunities and the need to enhance talent density and incentives [5] - Waymo plans to launch fully autonomous ride-hailing services in London by Q4 2023, expanding its operations internationally despite regulatory challenges [7] Group 2: Market and Company News - Guizhou Moutai denied rumors of participating in SpaceX's Series A funding, with its stock closing at 1437.72 yuan per share, up 8.61%, and a market capitalization exceeding 1.8 trillion yuan [3] - Byte's new "Doubao" smartphone is expected to be released in late Q2 2026, with significant improvements over its predecessor, developed in collaboration with ZTE Nubia [4] - Meituan's new "one-shot" verification feature requires new restaurant partners to upload unedited videos showcasing their premises, aimed at enhancing platform integrity [8] Group 3: Industry Collaborations - Black Sesame Intelligence and Baidu's "萝卜快跑" signed a strategic cooperation agreement to develop a collaborative ecosystem for autonomous driving, focusing on technology research and product development [11] - Shanghai Xixi Intelligent Technology completed several million yuan in angel financing, aimed at integrating AI with flexible robotics for food processing solutions [12] Group 4: Consumer Electronics - Apple's iPhone 16 was the best-selling smartphone globally in 2025, with Apple and Samsung dominating the top ten list, holding seven and three positions respectively, indicating strong market leadership [10]

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]

字节跳动，以春晚AI云合作伙伴身份高调入场，腾讯元宝借助DeepSeek模型实现DAU十倍增长，阿里 巴巴，千问App单日投放峰值突破1500万元。 朋友让我再好好唠唠几家大厂 AI 阵营。 行。那咱就从 2025 年春节这场 AI 变局说起，这可是中国 AI 行业的关键转折点： 这场较量的焦点，早超出了技术本身，巨头们抢AI时代的「超级入口」（比如：智能助手、行业 Agent）和「操作系统级机会」（AI+云+芯片）。 算力上，字节、阿里、腾讯的 GPU 规模都超 10 万张，创业公司压根没法比；应用场景上，微信、抖 音、淘宝的生态壁垒，更是几乎没人能复制。 但四家的技术路线却差得老远，字节死磕全球化和 C 端爆发，阿里深耕全栈生态与 B 端闭环，腾讯虽 后发发力，产品节奏却格外谨慎；百度靠四层全栈能力（芯片-平台-模型-应用），想给行业定标准。 那么，到底谁能拿到通往AI时代超级入口的「唯一船票」？ 01 要搞懂这个问题，咱们得先理明白：为啥这四家巨头，会跟红了眼似的，把身家性命都押进这场局里？ 因为这事儿，早就动了它们的「命根子」。 先看最直观的，技术临界点。 以前的大模型，像只会解奥数题的书呆子，中看不 ...

Group 1 - The core viewpoint of the articles highlights the short-selling activities of various companies, with specific focus on the short-selling ratios and amounts for leading firms in the market [1][2]. Group 2 - The top three companies by short-selling ratio are BYD Company Limited (95.08%), Lenovo Group Limited (85.25%), and Baidu Group (76.60%) [1]. - The highest short-selling amounts are recorded for China Ping An (1.88 billion), Xiaomi Group (1.086 billion), and Alibaba Group (1.062 billion) [2]. - The top three companies with the highest deviation values, indicating significant short-selling activity compared to their historical averages, are Baidu Group (39.38%), BYD Company Limited (35.91%), and Fuhong Hanlin (27.27%) [1][2].

Group 1 - The core viewpoint of the article emphasizes that the China Railway Group has declared the 12306 platform as the only official ticket sales channel, stating that it has not partnered with any third-party platforms and will enhance its system to combat ticket scalping [2][3] - The China Railway Group's passenger department director, Zhu Wenzhong, highlighted the negative impact of third-party platforms on the stability of the 12306 system and announced plans to optimize the risk control system for effective identification [3] - The railway authority is focusing on four key areas for ticket sales organization: addressing the needs of students, workers, and the elderly; introducing a limited-time free refund policy for erroneous purchases; continuously improving ticket sales strategies; and ensuring the stable operation of the 12306 system [5] Group 2 - The article mentions that the 2026 Spring Festival travel period is expected to see a record 9.5 billion person-times of cross-regional movement, with self-driving travel being the main mode of transport, accounting for about 80% [6] - The article also notes that the total passenger volume for railways and civil aviation is projected to reach 540 million and 95 million respectively during the Spring Festival travel period, with both figures expected to exceed historical peaks [6]

Market Overview - The Hang Seng Index (HSI) closed at 27,742.89, down by 225.20 points or 0.81% as of January 29, 16:00 Eastern Time [1] - The index reached a high of 27,909.81 and a low of 27,419.65 during the trading session, with an average price of 27,664.73 [1] - The 52-week high for the index is 27,909.81, while the 52-week low is 19,335.70 [1] Blue-Chip Stocks Performance - Most large-cap stocks experienced declines, with HSBC Holdings closing at HKD 138.219, up 0.45% compared to the Hong Kong close [2] - Tencent Holdings closed at HKD 619.286, down 0.44% from the Hong Kong close [2] Individual Stock Movements - Tencent Holdings (00700) latest price is HKD 622.000, with a slight increase of 1.000 or 0.16% [3] - Alibaba Group (09988) latest price is HKD 173.300, down by 0.200 or 0.12% [3] - HSBC Holdings (00005) latest price is HKD 137.600, up by 0.100 or 0.07% [3] - China Construction Bank (00939) latest price is HKD 8.160, up by 0.130 or 1.62% [3] - AIA Group (01299) latest price is HKD 90.950, up by 2.100 or 2.36% [3] - Xiaomi Group (01810) latest price is HKD 36.620, up by 0.300 or 0.83% [3] - NetEase (099999) latest price is HKD 206.600, down by 5.400 or 2.55% [3] - Meituan (03690) latest price is HKD 98.600, up by 0.250 or 0.25% [3] - Industrial and Commercial Bank of China (01398) latest price is HKD 6.640, up by 0.050 or 0.76% [3] - Hong Kong Exchanges and Clearing (00388) latest price is HKD 444.200, up by 5.000 or 1.14% [3] - Ping An Insurance (02318) latest price is HKD 73.300, up by 2.350 or 3.31% [3] - Baidu Group (09888) latest price is HKD 155.500, down by 0.600 or 0.38% [3] - China Bank (03988) latest price is HKD 4.760, up by 0.090 or 1.93% [3] - BYD Company (01211) latest price is HKD 101.800, down by 1.000 or 0.97% [3] - JD.com (09618) latest price is HKD 114.600, down by 1.700 or 1.46% [3] - Ctrip Group (09961) latest price is HKD 482.200, down by 13.200 or 2.66% [3]

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, indicating a looming crisis in power supply as AI continues to grow [2][3] AI and Energy Demand - AI technologies, particularly large language models like ChatGPT, consume vast amounts of energy, comparable to that of small cities [2] - The increasing energy requirements for AI are straining global power grids, leading to rising electricity prices and a need for utilities to expand capacity [2] Investment Opportunity - A specific company is presented as a key player in the energy sector, poised to benefit from the increasing demand for electricity driven by AI [3][6] - This company is described as owning critical energy infrastructure assets, particularly in nuclear energy, which positions it strategically within the U.S. power strategy [7] Financial Position - The company is noted for being debt-free and holding a significant cash reserve, amounting to nearly one-third of its market capitalization [8] - It is trading at a low valuation of less than 7 times earnings, making it an attractive investment opportunity compared to other firms in the sector [10] Market Trends - The company is linked to the surge in U.S. LNG exports and the onshoring trend driven by tariffs, indicating a multifaceted growth potential [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of investing in AI-related companies [12] Conclusion - The narrative emphasizes the critical intersection of AI and energy, suggesting that companies capable of providing the necessary infrastructure will thrive in the evolving market landscape [6][11]

全文共1098字，阅读大约需要2分钟 不同的合作名目，相似的曝光渴望。 北京商报记者丨张绪旺 "撒钱"的互联网流量方法论曾一度沉寂，但从2025年即时零售大战开始，似乎大厂小厂都找到了新配 方。尤其为迎接2026年春节，春晚营销、春节红包，热闹又回来了。 大手笔接连出现。腾讯元宝发10亿元红包，百度文心5亿元跟进，还决定赞助北京台春晚。总台春晚竞 争异常激烈，字节旗下火山引擎早早拿下独家AI云合作伙伴，同门大模型豆包一直跃跃欲试。 更夸张的是，已有宇树科技、银河通用、魔法原子、松延动力4家机器人公司，均宣布拿下总台春晚合 作权益：机器人合作伙伴、指定具身大模型机器人、智能机器人战略合作伙伴、人形机器人合作伙 伴……不同的合作名目，相似的曝光渴望。 AI企业们的疯狂追逐，并不难理解。每一轮技术浪潮的兴起，都会选择在全民关注的窗口，完成一次 规模宏大的普惠教育与社会认知，同时完成向竞争对手的"饱和攻击"。 AI今年要接班，要站在C位。仔细想想，宇树机器人正是在总台春晚一舞而红，甚至大模型顶流 DeepSeek的出圈节点同样卡在了2025年春节——即便它们当时可能不在营销策略的讨论范围。 从"形单影只"变成群AI竞 ...