以下文章来源于快鲤鱼 ，作者快鲤鱼 本周人工智能热点资讯 马斯克、黄仁勋、李飞飞在列，《时代》周刊年度人物致敬 AI缔造者 快鲤鱼 . 创业邦旗下AGI矩阵号，寻找海内外创新性的AGI高成长公司，记录AGI商业领袖的成长轨迹。 全球AI产业周报 为你精选过去一周（12.6-12.11）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时 了解全球AI市场动向。 触及了我们生活的方方面面，从经济到教育。"AI的缔造者们"为了开启"思考型机器"的时代、让全人 类惊叹亦忧虑、改变当下并突破可能性的界限。 该杂志将围绕这一主题发行两个封面，一个是正在锻 造中的巨型字母AI，另一个是受1932年经典摆拍照片《摩天大楼上的午餐》启发而作的人工智能界 著名人物群像：Meta的扎克伯格、AMD的苏姿丰、xAI的马斯克、英伟达的黄仁勋、OpenAI的奥特 曼、DeepMind的哈萨比斯、Anthropic的阿莫迪，以及斯坦福科学家李飞飞。（界面新闻） 美团 AI转向，前字节视觉模型AI平台负责人潘欣加入 12月11日，《时代》周刊公布了2025"年度人物"：正在构建、设计和塑造人工智能，以及传播这项 技术的商业大咖 ...

科技媒体 Appleinsider 今天（12 月 13 日）发布博文，报道称苹果发布 iOS 26.2、iPadOS 26.2 及 macOS Tahoe 26.2 系统，共计修复了 25 个安全漏洞，并推荐所有用户立即升级。 在苹果本次修复的漏洞中，最值得关注的，是 CVE-2025-43529 和 CVE-2025-14174 两个 WebKit 漏洞， 由谷歌威胁分析小组（Google Threat Analysis Group）发现。 苹果官方已确认，现有证据表明有黑客利用这两个漏洞，可以对旧版 iOS 用户发起极为复杂的定向攻 击。新版本通过改进内存管理和验证机制，彻底阻断了恶意网页内容触发"任意代码执行"的风险。 针对 App Store ，苹果公司采取了额外的限制措施来解决一个权限问题，该问题允许应用程序访问敏感 的支付令牌。这个漏洞的编号为 CVE-2025-46288，现已修复，它是由字节跳动 IES 红队的 floeki 和 Zhongcheng Li 发现的。 苹果在此次更新中修复了一处严重的内核级整数溢出漏洞（CVE-2025-46285），攻击者此前可通过该 漏洞诱导系统崩溃或获取 ...

Core Insights - The article discusses the increasing trend of smart city development in China, with 100% of sub-provincial cities, over 95% of prefecture-level cities, and more than 50% of county-level cities proposing the construction of new smart cities by the end of 2019 [1][3][15] - The demand for visual AI analysis is growing due to the increasing amount of video data in urban management and services, necessitating higher professional standards in visual AI [1][3][15] Group 1: Smart City Development - By the end of 2019, 32 major cities in China established dedicated big data management agencies for smart city construction [3][15] - The shift towards intelligent urban management and services has been supported by various policies and regulations since 2012 [3][15] Group 2: Hybrid Cloud Visual AI Appliance - The "Hybrid Cloud Visual AI Appliance" (Apsara Stack Appliance) is designed for edge computing scenarios, providing an integrated hardware and software solution that enhances system availability and operational efficiency [3][4][15] - This appliance targets urban transportation and services, featuring a unified IaaS foundation and built-in visual AI PaaS components, such as video gateways and visual algorithm scheduling engines [4][16] Group 3: Product Specifications - The "Hybrid Cloud Visual AI Appliance" offers four main specifications: dense computing type, computing storage type, NPU-enhanced type, and embedded array, with the NPU-enhanced type utilizing Alibaba's self-developed chip, the Hanguang 800, significantly boosting video analysis capabilities [5][29] - The embedded array is designed for human-machine coexistence, reducing power consumption and noise, making it suitable for office environments [5][29] Group 4: Unified Management and Performance - The appliance employs a hybrid cloud unified base, facilitating integrated management of PaaS and IaaS, and is aligned with cloud-native solutions to drive continuous business upgrades [6][30] - The self-developed NPU chip enhances hardware performance by 60%, and the rapid vector comparison algorithm allows for quick retrieval from large databases [9][33] Group 5: Intelligent Analysis and Applications - The appliance includes over 100 visual AI algorithms developed by the Damo Academy, providing comprehensive, real-time intelligent analysis capabilities [11][35] - It addresses challenges such as the high bandwidth and infrastructure demands of large-scale video data, and is applicable in various scenarios including traffic management, safety production, and housing construction [11][35]

Core Insights - The article discusses the transformative potential of Artificial Intelligence (AI) as the fourth industrial revolution, emphasizing its role in enhancing productivity and reducing costs across various sectors [1][5]. Group 1: AI Development Drivers - AI is driven by the need to improve efficiency and reduce costs, addressing pain points in consumer-related scenarios such as entertainment, travel, and health [3]. - The application of AI in consumer sectors includes labor replacement and productivity enhancement through technologies like voice recognition and intelligent customer service [3]. - In the business sector, AI is widely adopted in finance, public safety, and healthcare, reflecting a strong demand for efficiency improvements [3]. Group 2: Historical Context and Evolution - AI is positioned as the fourth productivity revolution, following the steam, electrical, and information technology revolutions, with significant historical milestones marking its development [5]. - The evolution of AI has seen three major waves of growth, each driven by breakthroughs in underlying algorithms, with the current wave characterized by deep learning advancements [8][12]. - The first wave of AI in the 1950s was limited by computational performance, while the second wave in the 1980s faced challenges due to the high costs of expert systems [9][11]. Group 3: AI Industry Structure - The AI industry can be segmented into three layers: foundational support (hardware and data), technology (algorithm development), and application (commercial solutions) [6][7]. - Major players in the foundational layer include international tech giants like Nvidia and Intel, while the technology layer features companies like Google and IBM focusing on specific AI applications [6][7]. - The application layer is where AI technologies are commercialized, with a relatively low entry barrier due to the global open-source community [6]. Group 4: Current AI Landscape - The current state of AI is classified as "weak AI," focusing on specific tasks such as speech and image recognition, with significant performance exceeding human capabilities in certain areas [30][33]. - AI's impact on global GDP is projected to be substantial, with estimates suggesting a 14% increase, translating to approximately $15.7 trillion in growth [37]. - The rapid advancement of deep learning algorithms and the availability of vast datasets are expected to drive widespread AI application across various industries [38][39]. Group 5: Future Opportunities - The article highlights the potential for AI to revolutionize content generation and distribution, particularly through platforms like TikTok and Douyin, which utilize AI-driven recommendation systems [46][52]. - The emergence of generative AI (AIGC) is seen as a significant opportunity, with advancements enabling the creation of diverse content types, including text, images, and videos [54][61]. - The integration of AI into various sectors is anticipated to accelerate, driven by technological advancements and supportive policies from governments [44][45].

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 0.51%, the Nasdaq down 1.69%, and the S&P 500 down 1.07% [1] - Popular tech stocks experienced declines, with Broadcom falling over 11%, Nvidia down over 3%, and Google, Microsoft, Meta, and Amazon all dropping over 1%. Tesla, however, saw an increase of over 2% [1] Sector Performance - The storage sector, cryptocurrency mining companies, and semiconductor stocks faced significant declines, with Corning down nearly 8%, Quantum down over 7%, and Micron Technology, Dell Technologies, and Logitech all dropping over 6%. AMD fell nearly 5%, Intel was down over 4%, and HP dropped over 2% [1] - The automotive manufacturing sector saw gains, with Polestar rising over 19%, Rivian up over 12%, and Toyota increasing by over 2% [1] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.30%. Among popular Chinese stocks, Pony.ai dropped 5.6%, WeRide fell 3.2%, and Baidu and NIO both declined over 2%. XPeng was down 1.1%, Alibaba fell 0.9%, and Pinduoduo remained flat. However, Li Auto rose 0.3%, Yum China increased by 1.8%, and New Oriental and NetEase both gained 2.1% [1]

Core Viewpoint - Southbound funds increased their holdings in Alibaba-W (09988.HK) by 2.2273 million shares on December 12, indicating a positive sentiment towards the stock despite recent fluctuations in trading volume [1] Group 1: Southbound Fund Activity - Over the past five trading days, southbound funds have reduced their holdings on three occasions, resulting in a total net reduction of 7.2079 million shares [1] - In the last twenty trading days, there have been 17 days of net increases in southbound fund holdings, totaling an increase of 176 million shares [1] - Currently, southbound funds hold 2.2221 billion shares of Alibaba-W, which represents 11.62% of the company's total issued ordinary shares [1] Group 2: Company Overview - Alibaba Group Holding Limited provides technological infrastructure and marketing platforms, operating through seven business segments [1] - The China Commerce segment includes retail businesses such as Taobao, Tmall, and Hema, as well as wholesale operations [1] - The International Commerce segment encompasses international retail and wholesale businesses, including Lazada and AliExpress [1] - The Local Consumer Services segment covers location-based services like Ele.me, Amap, and Fliggy [1] - The Cainiao segment offers domestic and international logistics services and supply chain management solutions [1] - The Cloud segment provides public and hybrid cloud services to domestic and international enterprises, including Alibaba Cloud and DingTalk [1] - The Digital Media and Entertainment segment includes Youku, Quark, Alibaba Pictures, and other content and distribution platforms, as well as online gaming [1] - The Innovation Initiatives and Others segment consists of DAMO Academy, Tmall Genie, and other businesses [1]

Core Viewpoint - The U.S. stock market experienced a significant capital flight on December 11, 2025, with Chinese concept stocks plummeting, including major players like Alibaba and Pinduoduo, alongside declines in the seven major U.S. tech giants [1][3]. Group 1: Market Performance - The Nasdaq China Golden Dragon Index fell by 0.43%, with 35 leading Chinese concept stocks experiencing substantial declines [1]. - Major U.S. tech stocks also faced losses, with Nvidia down 3.29%, Broadcom down 3.31%, and Tesla down 1.82%, while only Visa saw an increase of 2.88% [3][5]. - Alibaba's market value decreased by 3.13%, and Pinduoduo dropped by 3.14%, reflecting a broader trend of capital avoidance of high-volatility assets as year-end approaches [3][4]. Group 2: Contributing Factors - The tightening of U.S. chip policies has become a primary factor suppressing tech-related Chinese concept stocks, with Nvidia required to pay 25% of revenue from sales to Chinese companies, increasing operational costs and uncertainty for these firms [4]. - The anticipated tightening of regulations on Chinese concept stocks under the Trump administration has further contributed to market fears, particularly regarding audit scrutiny and potential delisting risks [4]. - The Bank of Japan's interest rate hike has added pressure on Chinese concept stocks, as capital flows shifted, leading to liquidity issues and a sell-off of these stocks [5][6]. Group 3: Institutional Behavior - As the year-end approaches, institutions are rebalancing their portfolios, leading to reduced liquidity and a preference for locking in profits, which has resulted in a withdrawal from high-volatility Chinese concept stocks [6][8]. - The uncertainty surrounding the Federal Reserve's interest rate decisions has also prompted investors to exit riskier assets, with expectations for rate cuts diminishing significantly [6][8]. Group 4: Cross-Market Impact - The decline in U.S. tech stocks has negatively impacted Chinese concept stocks, with the Nasdaq index down 0.86% and the S&P 500 down 0.20%, while only the Dow Jones index saw a slight increase [8][9]. - Historical trends indicate that when the Nasdaq China Golden Dragon Index performs poorly, it often drags down the Hang Seng Index and A-shares, highlighting the interconnectedness of global capital flows [12]. Group 5: Market Sentiment and Future Outlook - The significant drop in Chinese concept stocks has led to increased interest in safe-haven assets, with silver prices surging by 73% year-to-date, contrasting sharply with the decline in Chinese stocks [14]. - The market's volatility is seen as a self-correcting mechanism, with the recent downturn viewed as a necessary adjustment following substantial gains earlier in the year [14]. - Companies that have completed secondary listings in Hong Kong, such as Alibaba and JD.com, are perceived to have stronger risk resilience due to their enhanced liquidity options [14].

夸克ai眼镜"一镜难求"，每天上架30分钟就被抢光。 商报讯（记者 张玲丽 吕文鹃）2025年年底，大厂ai眼镜战事焦灼。 AI 眼镜似乎成了AI具身智能行业中最"靓"的仔，无论是苹果、谷歌这些大厂，还是国内的科技巨头， 纷纷下场。 本周二，谷歌在The Android Show活动上宣布，公司将于2026年发布由AI驱动的智能眼镜日讯；本周 三，发布才一个多月的夸克ai眼镜，市场二手溢价飙到5000元，订单排期延至45天后；12月3日，理想 汽车推出理想ai眼镜LIvis，全国统一零售价1999元起；刚刚举办过"戴上新时尚"大会的Rokid乐奇ai眼 镜，目前已拥有多达10万的活跃用户……… 戴上一款 AR 眼镜，借助其中的 AI 能力，它不仅能帮助你理解现实世界中的各种元素，还能帮你记下 现实中的各种信息，甚至提醒你某一样具体的物件放在了哪个位置………很多科技人被这个场景惊艳 了。 AI眼镜将会取代手机？ 有人会问：戴的眼镜并不仅仅是眼镜，那AI眼镜究竟是什么？ 给你几个目前ai眼镜可以实现的场景：当你在台上演讲时，提词器和PPT就出现在你的眼镜中；想听 歌，轻触一下镜框可以选你喜欢的那首歌；看到喜欢的商 ...

12月10日，阿里巴巴宣布，千问APP公测23天，月活跃用户数已突破3000万。据悉，千问APP于11月17 日上限公测版，仅两天就成功冲入APPStore免费总榜前三，首周下载量破1000万，超越ChatGPT、 Sora、DeepSeek，刷新了"增长最快AI应用"的记录。 这与年初另一家中国AI大模型企业?DeepSeek的高光时刻，形成强烈呼应。1月27日，DeepSeek发布仅 一周的开源推理模型DeepSeek-R1，登顶苹果中国区及美国区应用商店免费榜，同样引发全球关注。 一是新加坡国家人工智能计划在其新的东南亚语言大模型项目中，放弃了Meta模型，转向Qwen的开源 架构；二是美国科技巨头Meta在研发代号为"牛油果"的全新AI模型时，采用了阿里巴巴开源的Qwen模 型进行蒸馏优化。 其他中国大模型方面，诸如硅谷大佬ChamathPalihapitiya宣布用Kimi取代OpenAI作为生产力工具，美国 Vercel、Windsurf等编程平台接入智谱模型，德国NovoAI、英国NetMind.AI与丹麦EmpatikAI弃用 ChatGPT而转投DeepSeek之类案例，同样层出不穷。 单个 ...

12月10日，阿里巴巴官方信息显示，自11月17日公测仅23天，千问月活跃用户数（含App、Web、PC 端）已突破3000万，成为全球增长最快的AI应用。 二、冰雪经济步入万亿时代，上市公司抢滩全产业链布局 第一财经资讯2025-12-12 20:32:42 一、阿里千问成全球增长最快AI应用，产业链价值空间全面打开 伴随气温下降，冰雪经济近期逐步升温。《2025中国冰雪产业发展研究报告》显示，我国冰雪产业总规 模从2015年的2700亿元快速增长至2024年的9800亿元，预计在2025年突破1万亿元大关，达10053亿元。 ...