人民财讯12月15日电，恒指低开1%，恒生科技指数低开1.34%。京东健康跌近6%，百度跌超3%，理想 汽车、阿里巴巴跌超2%。 ...

智通财经APP获悉，安踏体育-R(82020)、中国移动-R(80941)、比亚迪股份-R(81211)上一交易日沽空比 率位于前三位，分别为100.00%、86.71%、82.34%。小米集团-W(01810)、腾讯控股(00700)、中国平安 (02318)的沽空金额位居前三，分别为27.98 亿元、16.86 亿元、14.65 亿元。中国三江化工(02198)、电视 广播(00511)、中国移动-R(80941)的偏离值位居前三，分别为41.73%、38.56%、38.41%。 前十大沽空比率排行 | 股票名称 | 沽空金额↓ | 沽空比率 | 偏离值 | | --- | --- | --- | --- | | 小米集团-W(01810) | 27.98 亿元 | 26.66% | 10.37% | | 腾讯控股(00700) | 16.86 亿元 | 15.50% | 2.54% | | 中国平安(02318) | 14.65 亿元 | 34.08% | 8.35% | | 阿里巴巴-SW(09988) | 14.24 亿元 | 10.52% | -5.51% | | 美团-W(03690) | 12 ...

在上个月召开的2025江苏人工智能创新发展大会上，省长刘小涛提出，江苏将打造一批OPC社区，构建 更加友好、更具支持性的生态系统。南京是全省唯一的国家人工智能创新应用先导区，刚刚召开的市委 全会明确，"十五五"期间将全面实施"人工智能+"行动，打造"人工智能+"城市。深入贯彻落实省、市决 策部署，建邺区河西中央科创区携手南京阿里中心，以人工智能为主要产业发展方向，采用"总部大厂 牵头、政府政策赋能、市场机制驱动"的全新共建模式，打造亲橙OPC社区。 据了解，亲橙OPC社区位于南京阿里中心T5栋，首期配有508个工位及共享会议室、路演厅等公共配 套，目前已集聚30余个创业团队。阿里巴巴集团不动产管理部华东区域总经理曹玮说，社区将继续引入 阿里巴巴先进的全开放式共享工位和智能化设施，更适应"单人+AI即公司"的创业新模式；同步完善"云 上OPC社区"功能，形成"云上虚拟协同+线下实体集聚"的一体化创新社区。 本报讯(鹿琳建宣)12月12日，建邺区河西中央科创区亲橙OPC社区正式揭牌运营。这是阿里巴巴集团旗 下首个OPC社区，也是我省规模最大的OPC社区。 OPC(One Person Company)，原意是"单 ...

作者：信瀚 AI圈最戏剧性一幕，还是发生了。 你敢信？前一秒还在国会高喊"美国AI要领跑"的扎克伯格，后一秒就让自家千亿级大模型，偷偷给中 国AI"递拜师帖"。 最近，彭博社爆出猛料：硅谷巨头Meta砸了几百亿研发，号称要干翻GPT-5的"牛油果"大模型，居然 被爆"抄中国作业"，核心还用了阿里的通义千问来训练。 更离谱的是什么？没要授权！没打招呼！阿里自己都是看新闻才知道。 要知道两年前，Meta的Llama模型还是开源界的神，国内大模型但凡冒头，就被喷"套壳Llama""没自主 技术"。现在风水轮流转，昔日霸主转头偷用中国模型，前一秒骂别人"抄作业"，后一秒自己当"伸手 党"。这反转，比AI生成的短剧还荒诞！ 但最扎心的是，这事儿它合法。因为阿里千问是开源的，全球谁都能下，现在累计下载量早破7亿次。 可合法不代表合情理啊，Meta用着免费的中国开源模型，转头就把自己的"牛油果"做成闭源收费产 品。 从法律层面Meta没违规，但从伦理层面，这操作很硅谷：拿别人的开源成果，练自家闭源大模型。 一 而更让人唏嘘的是权力交替的现实。 这波操作有多打脸？ 咱们扒扒Meta的"黑历史"就懂了。 回顾Meta过去三年的 ...

图为今年3月在杭州武林之星博览中心举办的2025环梦AI智能机器人科普展上，小观众与舞台上的宇树 科技机器人握手。 记者 李忠 摄 过去半个月，大厂的AI应用赛道格外热闹。 在发布AI健康应用AQ之后，蚂蚁集团又推出了全模态通用AI助手"灵光"。推出第三天，该产品冲上 App Store总榜第七，App Store免费工具榜第一。 几乎同一时间，阿里巴巴也推出AI应用"千问App"。这让杭州再次成为焦点。 宇树科技的机器狗视频被马斯克转发，游戏科学以《黑神话：悟空》引爆全球游戏圈，强脑科技成为脑 机接口领域一个绕不开的名字……今年的杭州频频站上国际舞台，并引得频频发问：为什么是杭州？这 背后，是杭州多年来"以人为本""义利双行"的价值引领和"精致和谐、大气开放"的精神驱动。 科技越进步，越需要人文精神。技术是手段、文化是灵魂，先进科技无一例外都是人文精神的数字表 达，蕴含着人类价值观和文化需求。 今天，我们扒开"出圈"的表层，找寻藏在这些企业背后，这座城市的人文"密码"。 一 前不久，2025年世界互联网大会乌镇峰会上，云深处科技创始人朱秋国回忆起了云深处的第一只机器狗 参加杭州2050大会的场景——"当时的 ...

Core Insights - The report maintains a "Buy" rating for the internet media sector, highlighting strong performance in e-commerce, social entertainment media, internet healthcare, short videos, and other segments, despite recent market fluctuations [4][16][19]. E-commerce - The e-commerce sector is experiencing stock price fluctuations with a lack of catalysts, but companies are deemed to have attractive valuations. Alibaba's narrative focuses on AI advancements and cloud growth, while Meituan's outlook remains cautious due to ongoing competition [4][16][17]. Social Entertainment Media - Bilibili and Tencent's advertising performance continues to outperform the market, with Tencent's gaming fundamentals improving. Upcoming titles like "Delta Action" and Bilibili's "Escape from Duckkov" are expected to drive growth [4][16][17]. Internet Healthcare - JD Health and Alibaba Health leverage their leading platform advantages to deepen collaborations with upstream pharmaceutical manufacturers, resulting in strong revenue and profit growth [4][16][17]. Short Videos - Recent declines in AI-related stocks are noted, but Kuaishou's core business remains stable, with ongoing advancements in AI technology and commercialization [4][16][17]. IP and Trendy Toys - Pop Mart's new flagship store in Shanghai enhances interactive space, and the company continues to launch new IPs like 1001moons and supertutu [4][16][17]. Online Mobility - Cao Cao Mobility has upgraded its Robotaxi strategy, moving towards fully unmanned operations by 2026, with a focus on cost advantages in customized vehicles [4][16][18]. Long Videos - The State Administration of Radio and Television's new policies aim to enhance content supply, suggesting investment opportunities in iQIYI and Mango TV [4][16][18]. Music Streaming - TME and NetEase Music show stable performance, although concerns about competition have led to valuation adjustments. The report emphasizes the importance of quality content in driving paid subscriptions [4][16][18]. Gaming Sector - The domestic gaming market remains robust, with continued recommendations for leading companies like Tencent and NetEase. Attention is drawn to companies with improving product trends and operational conditions [4][19]. Advertising - Focus Media's performance has exceeded expectations, with significant growth in internet advertising spending anticipated for Q4, driven by new business initiatives [4][19]. Publishing - Some publishing companies face challenges due to educational reforms, impacting revenue recognition. The report suggests focusing on companies with strong fundamentals and high dividend yields [4][21]. Film and Television - The report highlights the potential recovery in the long video sector, with a focus on production companies with strong project pipelines and leading platforms like Mango TV and iQIYI [4][21]. AI and Technology - The report emphasizes the importance of AI in transforming various sectors, with specific recommendations for companies involved in AI applications across media and healthcare [4][22].

整理 | 傅宇琪、褚杏娟 消息称 MiniMax 和智谱计划很快进行香港 IPO；知情人士回应豆包手机被曝被约谈：消息不实； OpenAI 被曝使用 Claude 的 Agent Skills、 GPT-5.2 被指虚假营销；迪士尼官宣 10 亿美元投资 OpenAI，允许 Sora 生成米老鼠等角色视频；英伟达否认"DeepSeek 使用禁售 Blackwell 芯片"相关传 闻；美批准向中国出售英伟达 H200，抽成 25%！中国只回了一句话；美图吴欣鸿：鼓励员工内部创 业，给 1000 万"风投"；夸克 AI 眼镜"爆单"：现货被最高炒到 5000 元，产能已排到 45 天后；阿里成 立千问 C 端事业群，包括千问，夸克、UC 等业务；宇树、智元被曝竞逐 2026 春晚资格，报价吓 人！智元机器人回应；马斯克或成全球首位万亿美元富豪；招聘市场回暖，AI 岗位量单月暴涨 11 倍…… 行业热点 消息称 MiniMax 和智谱计划很快进行香港 IPO 12 月 11 日，据市场消息，人工智能独角兽企业 MiniMax 和智谱计划很快进行香港 IPO。 据多家媒体援引市场消息，三家头部 AI 独角兽：Mini ...

该报告围绕 "银发 + AI" 展开，分析了老龄化与智能化融合背景下的八大趋势，核心内容如下： 老年群体 AI 使用率随年龄增长下降，但高龄、农村老人使用黏性更强，部分先行者对 AI 的使用深度不弱于年轻人，且不同年龄、性别、职业的老人对 AI 需求存在差异。 医疗 AI 发展迅猛，通过 toC（如健康助手、AI 助听器）、toB（赋能养老机构、医院）及赋能基础科研（如疾病早筛、药物研发），延长老人健康预期寿 命。 居家养老为主要形态，AI 结合智能硬件（手环、摄像头等）打造健康与安全防护网，成为居家养老标配。 具身智能机器人受期待，但面临技术、领域知识、推广初期鸿沟等挑战，目前专用机器人（看护、康复、陪伴类）已落地应用。 AI 可缓解老人孤独，但存在被动交互、方言与文化隔阂、缺乏共情等问题，未来有望进化为高情商对话者和具身智能伙伴。 日 發 序言 P4-P7 适老化智能产品（健康管理、智能家居、智慧出行相关）及代际情感消费领域，AI 创造巨大消费增量。 人机协作打破老年人职场劣势，"经验 + AI" 模式助力其发挥余热，"一人公司" 成为可能。 银发族 AI 普及需依托易用产品与多元化培训，需打通公共服务知 ...

Group 1 - The core viewpoint of the report emphasizes that emerging demand is leading the way, while traditional consumption is breaking through. The year 2026, as the start of the 14th Five-Year Plan, is expected to see continued implementation of consumption stimulus policies, effectively releasing residents' consumption willingness and promoting a steady recovery in consumption demand [4][11] - The report suggests that the traditional consumption industry is likely to experience a rebound, while new demands such as "new products, new channels, and new business formats" will continue to drive the rapid development of new consumption [4][11] - The report highlights the importance of the 14th Five-Year Plan, which emphasizes the need to stimulate consumption and enhance domestic demand as a key driver of economic growth [11][12] Group 2 - In the textile and media sectors, new demand is leading to new supply, and new supply is creating new demand. The report recommends focusing on investment opportunities in three segments: outdoor sports, gold jewelry, and cultural and trendy IP in 2026 [4][30] - The outdoor sports segment is identified as a growing trend, with social aspects becoming increasingly important for young consumers. The report notes that outdoor activities such as cycling, hiking, and climbing are gaining popularity [32][33] - The gold jewelry market is expected to see continued growth in consumer spending, with a positive outlook for retail sales in 2026. The report suggests focusing on leading gold jewelry brands [32][33] Group 3 - The social services sector is evolving, with a focus on leading companies that actively respond to changes in consumer demand. The report indicates that tourism and beauty industries are experiencing changes, with a shift towards rational consumption and a focus on value for money [4][30] - The food and beverage sector is expected to stabilize, with signs of recovery emerging. The report notes that the industry is closely tied to macroeconomic conditions and consumer income expectations [4][30] - The agricultural, forestry, animal husbandry, and fishery sectors are experiencing a cyclical upturn, particularly in the pig farming segment, which is expected to stabilize due to policy-driven transformations [4][5] Group 4 - The home appliance industry is characterized by resilience in demand, with policies such as "trade-in for new" supporting consumption. The report suggests looking for structural highlights within the home appliance sector, particularly in high-dividend white goods and rapidly growing new consumption categories [4][5] - The report emphasizes the importance of exploring new consumption trends and adapting to changing consumer preferences, particularly in the context of the ongoing economic recovery [4][5]

阿里整合饿了么淘宝闪购，打响即时零售全域战役。 作者：杨木森 来源：创业邦 ID：ichuangyebang 今年盛夏，即时零售赛道打响了一场罕见的"夏季战役"，如同烈日下的热浪，迅速席卷了整个行业。在这场高强度对垒中，淘宝闪购展现出了令人侧目的 组织协同性与强大战斗力。 公开数据是最好的注脚：淘宝闪购8月日订单峰值达到1.2亿单，月度交易买家3亿，最新笔单价环比8月上涨超过两位数，证明了平台正在从前期的铺量走 向提质。根据摩根大通的最新测算，阿里巴巴在中国外卖市场的份额上升至42%。 这些数字不仅为"饿了么+淘宝"的组合拳打出了声势，撑起了淘宝闪购这块新品牌的长期价值，更让外界开始重新审视：在即时零售这片兵家必争之地， 阿里究竟有着怎样的决心与潜力？ 新动向也接踵而来。战役之后，"饿了么将升级为淘宝闪购"的消息，几乎成了业内心照不宣的共识。对于普通用户而言，这或许只是手机屏幕上蓝色图标 向橙色的一次更迭。然而，对于那些亲历了外卖行业十余年沉浮的饿了么早期核心员工来说，升级的意义远不止于此。它代表着在经历激烈的内外部博弈 后，一个水到渠成的必然选择。一位早期成员特地撰文肯定："这是饿了么长期积累的配送能力、商 ...