国际数据公司（IDC）指出，2025年，智能眼镜在硬件轻量化和基础AI功能上持续突破，为体验升级和产品功能创新奠定基础。2026年，中国智 能眼镜市场将迎来规模化的关键转折点，产品形态、交互方式与服务模式都将发生重要变化。 销量大增 （原标题：百度、阿里、小米加快布局！这一超级赛道爆火！关键转折点要来了？） AI浪潮下，智能眼镜（包括XR和AI眼镜）迎来破圈，市场呈现强劲增长态势，产业投融资持续活跃，百度、阿里、小米等科技大厂加快布局。 近日，百度时隔11年再度杀回智能眼镜市场，发布旗下小度AI眼镜Pro，支持AI翻译、AI识物、AI备忘、AI录音等多种功能。 苹果近期也在其官网低调发布了升级硬件的Vision Pro，此前消息显示该产品已停产。阿里也计划于近日发布首款自研旗舰双显AI眼镜夸克AI眼镜 S1。此前，华为、小米、魅族、vivo等均已入局智能眼镜领域。 科技大厂加快布局，智能眼镜市场正快速增长。天猫数据显示，截至10月30日，AI眼镜品类成交额同比大涨2500%，成为数码行业增长较快的品 类之一。京东数据显示，截至今年"双11"收官，AI眼镜成交额同比大涨346%，在细分品类中增速第一。 另据CI ...

今天分享的是：2025航空行业报告：360亿方智能航空AI白皮书 报告共计：34页 深度学习与大语言模型专利格局全景扫描：中美领跑，产业整合加速 近日，国际知名知识产权机构Questel发布《2024深度学习专利全景分析》报告，全面揭示了全球人工智能领域，特别是深度学 习与大语言模型技术的专利布局趋势。报告指出，深度学习已成为推动多行业创新的基础性技术，而大语言模型作为其重要分 支，正以前所未有的速度重塑技术生态与市场竞争格局。 深度学习专利持续增长，中美主导全球格局 自2011年深度学习技术初步成型以来，该领域已累计产生超过31万个专利族。尽管增速从早期的近50%放缓至2019–2023年的复 合年增长率16%，但增长势头依然强劲，显示出该技术作为创新基础设施的长期价值。 从国家层面看，中国在专利数量上占据绝对优势，2023年贡献了全球80%的深度学习专利申请。然而，在更具战略意义的国际 专利族指标上，美国表现出更强的全球布局意识，其IPF占比高达35%，仅次于中国的40%，凸显其在国际市场上的商业雄心与 技术影响力。韩国迅速崛起，欧洲与日本则保持稳定参与。 企业竞争格局固化，百度、谷歌、微软领跑 在深度学 ...

【导读】美股扭转颓势收涨，英伟达等科技股跌幅收窄 ；美联储官员释放 12 月可能降息信 号，降息概率飙升至 70% 美国三大股指涨幅扩大 中国基金报记者 张舟 大家好，今天是周六，一起继续关注海外市场的表现。 美东时间 11 月 21 日收盘，美股传来好消息！美国三大股指盘中扭转颓势，涨幅均扩大至 1% ，呈现震荡上扬行情。 科技股跌幅普遍收窄 ，英伟达从此前大跌 4% 一度转涨 1.9%， 谷歌收涨 3.35% ，中概股普涨 。 黄金市场方面，凌晨 1 点现货黄金重回 4100 美元 / 盎司 上方。截至收盘，现货黄金报 4064.279 美元 / 盎司 。 值得注意的是，美联储官员突然释放 12 月可能降息的信号，推动鸽派押注直线升温。最新数 据显示，美联储 12 月降息 25 个基 点的 概率已从 1 天前的 39.1% 抬升至接近 70% 。 11月21日，美股三大股指齐收涨。截至收盘，道指大涨 1.08% ，报 46245.41 点；标普 500 指数涨 0.98% ，报 6602.99 点；纳指跌 0.88% ，报 22273.08 点。 从周度表现看，三大指数本周悉数收跌，跌幅相较此前有所收敛。 ...

Market Overview - The three major indices collectively rose, with the Dow Jones showing the largest increase of approximately 1.1% [1] - As of the close, the Dow Jones index rose by 1.08% to 46,245.41 points, the S&P 500 index increased by 0.98% to 6,602.99 points, and the Nasdaq index climbed by 0.88% to 22,273.08 points [3] - Despite the Friday rebound, it was insufficient to offset the significant declines earlier in the week, with the Nasdaq down 2.74%, the S&P 500 down 1.95%, and the Dow down 1.91% for the week [5] Federal Reserve Insights - New York Fed President Williams indicated that monetary policy remains slightly tight, suggesting potential adjustments to the federal funds rate target range to align closer to neutral [5] - His dovish remarks signaled to investors that the Fed may consider a rate cut in the December meeting, with futures indicating over a 70% probability of a 25 basis point cut [7] Company News - Google aims to double its computing power every six months, targeting a 1000-fold increase in capacity over the next 4 to 5 years, emphasizing the importance of AI infrastructure in the competitive landscape [10] - Eli Lilly's market capitalization surpassed $1 trillion, making it the first pharmaceutical company to achieve this milestone, with its stock price rising by 1.57% [11][12] - Amazon CEO Jassy plans to sell nearly 20,000 shares of company stock, valued at approximately $4.2992 million, with the sale expected around November 21, 2025 [13] - Nokia announced a $4 billion investment to expand its R&D and manufacturing capabilities in the U.S., with approximately $3.5 billion allocated for R&D and $500 million for capital expenditures in states like Texas, New Jersey, and Pennsylvania [14]

Group 1 - The core viewpoint of the news is the strategic cooperation agreement signed between Minhang District Government and Baidu Group, marking a new phase in their collaboration after Baidu's intelligent cloud services were launched in Minhang in September [1][3] - The cooperation aims to leverage Minhang's advantages in transportation, technological innovation resources, and industrial layout, while integrating Baidu's full-stack AI technology from "chip-framework-model-application" to drive high-quality development in Minhang [1][3] - The agreement focuses on two cutting-edge areas: large models and computing power, aiming to create a city-level "smart hub" that applies AI technology to public safety, urban governance, and traffic management, transitioning city operations from traditional to intelligent and precise models [3] Group 2 - Long-term plans include consolidating the city's "smart core" while integrating technology, capital, and talent resources to build an AI industry base and innovation center, attracting upstream and downstream enterprises in the industry chain [3] - Baidu Intelligent Cloud, operational since 2015, provides leading AI, big data, and cloud computing services, having served over 5 million enterprise clients and developers, and has ranked first in the domestic market share of AI public cloud services for six consecutive years [3]

据"华为计算"微信公众号消息，11月21日，openUBMC开源发展委员会在北京成立。openUBMC开源发 展委员会首批成员单位由华为、百度、百信信息、百敖软件、宝德计算、长江计算、得瑞领新、电子标 准院、广电五舟、光润通、河南昆仑、华鲲振宇、恒扬数据、海思、浪潮计算机、乐研科技、力积存 储、联瑞LR-LINK、凌思微电子、昆仑太科、沐创集成电路、全球计算联盟、软通华方、神州鲲泰、天 翼云、同泰怡、网迅科技、兴汉网际、星云智联、远图未来、云海芯科、云芯智联、中科驭数、中移云 能等，共计36家社区合作伙伴和用户组成。 ...

智东西 作者 | 陈骏达 编辑 | 漠影 算力，正成为大模型时代名符其实的"新石油"。 上周三，国际能源署发布的报告为这一观点提供了有力佐证。2025年，全球数据中心的投资预计将达到约5800亿美元，远超今年5400亿美元的 全球石油供应投资额。这一400亿美元的投资差额，折射出市场对AI发展潜力的认可。 从今年上半年点亮的昆仑芯P800三万卡集群，到支撑万卡集群实现98%有效训练时长的百舸平台，再到会上最新发布的昆仑芯最新一代产品、 天池256/天池512超节点。百度已构建起一个覆盖芯片、集群到平台的全栈式、规模化AI Infra解决方案。 在竞争日益激烈的AI云战场上，谁能率先构建起稳定、可扩展、成本可控的全栈AI Infra体系，谁就有望在未来的竞争中占据更主动的战略高 地。而百度在本届百度世界大会展示的全栈AI Infra能力，或许正是其在下一轮AI云竞争中亮出的底牌。 一、AI云建设热潮持续，全栈能力成关键竞争力 构建覆盖芯片、集群、平台等领域的全栈AI Infra能力，正在成为AI行业头部玩家竞相投入的核心方向。 在海外市场，这一趋势尤为明显。谷歌依托长期发展的TPU（张量处理单元），形成了以TP ...

Core Insights - KraneShares has expanded its Single-Stock Levered ETF Suite with the introduction of the KraneShares 2X Long BIDU Daily ETF (Ticker: KBDU), which aims to achieve daily investment results of 200% of the daily percentage change of Baidu [1][3] Company Overview - Baidu is recognized as China's largest search engine and operates the world's largest fleet of robotaxis through its Apollo Go brand, in addition to being a significant provider of cloud computing services, including AI tools and applications [2][3] Market Context - The global consumer internet sector is viewed as a critical growth area, particularly with increasing internet adoption in developing regions. KraneShares aims to leverage this trend through the KBDU ETF, which offers exposure to Baidu, akin to Google's services in the U.S. [3] Product Details - The KBDU ETF is designed to provide investors with leveraged exposure to Baidu's stock performance, which has shown significant advancements, including the deployment of its large language model, Ernie Bot, and the expansion of its Apollo Go robotaxi service, which has completed over 9 million rides and entered the UAE market [3]

Core Insights - AI search transformation is stabilizing, with significant revenue contributions from AI marketing, AI applications, and cloud services, leading to an upward revision of the company's non-GAAP net profit forecasts for 2025-2027 [1] - The company maintains a "buy" rating, anticipating valuation increases driven by AI-enhanced cloud revenue, smart driving breakeven in key regions, and overseas expansion [1] Financial Performance - In Q3 2025, the company reported revenue of 31.17 billion yuan, a year-on-year decline of 7%, slightly above Bloomberg consensus expectations [2] - Non-GAAP net profit for Q3 2025 was 3.77 billion yuan, down 36% year-on-year, but better than the Bloomberg consensus estimate of 2.63 billion yuan [2] - Core online marketing revenue decreased by 18% year-on-year due to macroeconomic impacts and internal search transformation adjustments, with AI-generated content in searches rising to 70% by the end of October 2025 [2] AI and New Business Segments - Smart cloud revenue reached 4.2 billion yuan in Q3 2025, a 33% year-on-year increase, while AI high-performance computing subscription revenue surged by 128% [2] - AI application revenue was 2.6 billion yuan, reflecting a 6% year-on-year growth, and AI-native online marketing products generated 2.8 billion yuan, up 262% year-on-year [2] - The smart driving segment saw a 212% year-on-year increase in orders for "萝卜快跑," with global expansion covering 22 cities and achieving 100% fully autonomous operation in domestic cities by October 2025 [2] Future Outlook - Short-term improvements in advertising business are expected due to a low base, with AI and smart cloud driving growth [2] - In the medium to long term, AI-native marketing is anticipated to initiate a second growth curve for the advertising business, while smart driving business models are expected to accelerate overseas market expansion [2]

Baidu Inc. (NASDAQ:BIDU) has surged into the upper echelon of potential bargain stocks, triggering a notable shift in its proprietary Benzinga ratings.Check out BIDU's stock price here.Google’s China Rival Jumps In Value RankingAccording to the latest Benzinga Edge’s Stock Rankings data, “Chinese Google” saw its value ranking jump from 88.34 to 89.82 week-on-week.This score places Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Chinese rival in the top tier of stocks when comparing its current market price to ...