一边是厂商高喊全面AI化，一边却是车主"导航别出错"的基本需求。在看似火热的AI竞赛背后，高德、 百度、腾讯等厂商共同面临AI技术如何真正落地、AI功能如何避免同质化、商业化与用户体验之间如 何平衡等多重挑战。 文 | 蛇眼财经v 2025年，AI已成为地图行业竞争与发展的主旋律。 今年以来，国内主流地图厂商相继发布AI战略或产品。百度地图推出AI开放平台，向开发者开放四大 核心能力和五大场景解决方案；高德地图宣布全面转向AI，上线全球首个AI原生地图应用；腾讯地图 也发布了新一代智能驾驶地图9.0版本。 AI时代下，地图正从单纯的导航工具，演进为"智能出行服务生态"。然而在用户端，吐槽声却不绝于 耳。AI路线规划不准确、广告过多、隐私安全疑虑等问题，成为众多用户反馈的焦点。 高德地图：生态协同强，但面临"臃肿化"风险 作为行业的领军者，高德地图正依托人工智能技术，开启一场深刻的自我变革。8月4日，高德地图正式 推出全球首个融合空间智能技术的AI原生地图应用，进一步强化了其在行业中的技术领先优势。 高德地图AI化的最大底气，源于其与阿里巴巴集团的深度生态协同。 在技术层面，高德深度融合阿里巴巴的"通义大模型" ...

China’s internet search leader Baidu is seeing a fresh wave of bullish calls from analysts thanks to the possible listing of its chip unit Kunlunxin https://t.co/HcMjolsVdH ...

②大型科技股多数下跌，谷歌跌超2%，英伟达跌逾1%，特斯拉跌超1%，亚马逊跌0.65%，苹果跌 0.27%，微软涨超1%，脸书涨0.4%； ③ 热门中概股涨跌不一，蔚来涨近2%，百度、世纪互联涨超1%，阿里巴巴、知乎、哔哩哔哩跌超 1%，小鹏汽车跌超2%； ①美国三大股指收盘涨跌不一，道指涨1.34%报48704.01点，标普500指数涨0.21%报6901点，纳指跌 0.25%报23593.86点； ⑦纽约尾盘，美元指数跌0.28%报98.36，离岸人民币对美元涨93个基点报7.0511； ⑧伦敦基本金属多数上涨，LME期锡涨4.69%报41880.00美元/吨，LME期锌涨3.76%报3198.00美元/吨， LME期铜涨2.40%报11833.50美元/吨，LME期铝涨0.98%报2895.00美元/吨，LME期铅涨0.18%报1983.50 美元/吨，LME期镍跌0.29%报14610.00美元/吨； ⑨美债收益率涨跌不一，2年期美债收益率涨0.23个基点报3.538%，3年期美债收益率持平报3.586%，5 年期美债收益率涨0.36个基点报3.733%，10年期美债收益率涨0.78个基点报4.155 ...

政务数字化关系民生和经济社会发展，是新质生产力的典型实践。在AI的赋能下，政务数字化正迈入 以系统智能为核心的深化阶段。在复杂场景和用户需求驱动下，与生态伙伴共创共建统一、可靠的技术 与服务支撑体系，已成为推动政务智能化规模化落地的关键路径。 在此背景下，百度智能云于12月11日在北京举办政务生态论坛，五十余家来自集成商、应用开发商、运 营服务商等领域的核心伙伴参与。与会各方围绕政务大模型、智能体应用及产业级解决方案展开深度探 讨。百度智能云渠道生态相关负责人在论坛上表示："我们正与多元伙伴携手，共同构建开放协同的政 务伙伴生态，打造坚实、统一的技术底座与平台。我们希望与每一类伙伴基于各自优势，以全栈能力共 同持续支撑政务领域的业务创新与规模化落地。" 数字政通基于百度千帆大模型平台推出"城市治理行业大模型联合解决方案"，构建从数据采集到推理部 署的全链路能力，加速大模型在城市管理、法治政府等场景的智能升级。 亚信科技依托其在政务系统建设中的深厚经验，与百度智能云共同完成多地政务大模型项目落地，为复 杂系统协同和规模化交付提供了关键支撑，推动大模型在政务场景扎实落地。 彩智科技专注于政务服务智能体场景，依托百 ...

Core Viewpoint - Pinduoduo's pre-market drop exceeded 2%, while Alibaba, Bilibili, Li Auto, and Xpeng Motors fell over 1%, and JD.com decreased by 0.54%. In contrast, Baidu saw an increase of nearly 1% [1] Company Performance - Pinduoduo experienced a pre-market decline of more than 2% [1] - Alibaba, Bilibili, Li Auto, and Xpeng Motors each saw a drop of over 1% [1] - JD.com recorded a decrease of 0.54% [1] - Baidu's stock rose by nearly 1% [1]

行 行业周报 业 H200 获批对华出口，AI 算力与应用产业链共振向上 | 研 | | | | | ——计算机行业周报 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 究 | 分析师： | 连天龙 | SAC NO： | S1150525070002 2025 年 | 12 | 月 | | 日 | 11 | | | | 计算机 | | 投资要点： | | | | | | | | | | 证券分析师 连天龙 |  | 行业要闻 | | | | | | | | | | liantl@bhzq.com | | （1）美国称将允许英伟达向中国出售 | 人工智能芯片； H200 | | | | | | | | | 022-23861563 | | （2）阿里巴巴成立千问 C | 端事业群，目标打造"超级 App"； | | | | | | | | | 重点品种推荐 | | （3）百度集团正就分拆昆仑芯上市进行评估。 | | | | | | | | | | 虹软科技 | 增持  | 公司公告 | | ...

组委会 发自 凹非寺 量子位 | 公众号 QbitAI DeepSeek炸翻全场，世界模型开启通向AGI之路，"Agent元年"，具身智能全面开花，豆包手机让AI终端热度再上一个台阶…… MEET2026智能未来大会是由量子位主办的行业峰会，近30位产业代表与会讨论。线下到场参会观众近1500人，线上直播观众350万+，获得 了主流媒体的广泛关注与报道。 AI世界里原本散落全年的高能节点，在今天，被集中点燃。 在 量子位ME ET202 6 智能 未来大 会 上，这些被全年刷屏的关键词，又一次被工业界、学术界、投资圈的大咖们高频拆解，激情对线。 会场里座无虚席，过道被"站票"填满。台上是学术界和行业内的第一线操盘手，台下是来自大厂、独角兽、科研机构和资本方的长期关注者 们。 屏幕另一头，线上观众在弹幕里叫好不断，一整天都维持在热度高位。 来，跟着量子位碳基编辑一起，把这场大会抛出的关键信号好好捋一捋。 2025年的AI，在发展，在分裂，在重构，迫使所有参与者给未来一个明确站队方向。 今天的MEET2026智能未来大会舞台，把所有力量&分歧&野心&机会同时摆上桌面。 从云到端，从模型到Agent，从软到硬，在这 ...

在开幕致辞结束之后，百度ToB垂类业务总经理甘露登台演讲。这一年，爱采购见证了众多中小企业在起伏市场中韧性生长、于挑战中主动求变的坚定身 影。爱采购与中小企业已经成为共担风雨、共享成长、共生共荣的同行者。正如甘露所言："我们深知，爱采购走到今天离不开每一位客户的信任与支持， 我们也坚信，爱采购的明天依然将与B2B行业紧紧相连，与中国制造的时代强音同频共振。" 共振同频，致敬时代荣耀者 这一年，百度爱采购与万千中小企业并肩同行、共振同频，携手镌刻下满载荣耀的成长印记。在平台生态中，每一家逆势生长的企业都是时代荣耀者，每一 次突破都闪耀着彼此共振的光芒。盛典现场，4位时代荣耀者代表分享了他们与爱采购同频共生的荣耀故事。 河南六工石墨有限公司总经理徐金良，在人生转型的十字路口，将百度爱采购视作他的"商业学校"。一笔在特殊时期获得的线上订单，不仅重燃了事业信 心，更开启了从年销微薄到规模千万的跨越之旅，最终让中国制造登上纽约时代广场的国际舞台。 在不确定性成为常态的时代，中小企业如何锚定未来航向，探寻可持续增长的确定性路径？12月10日，荣耀者盛典——百度爱采购2025岁末家年华主会场在 上海圆满收官。自2021年启 ...

Core Viewpoint - The article highlights significant market movements following the Federal Reserve's interest rate cut, with a focus on the performance of various sectors, particularly technology and e-commerce, indicating a shift in investor sentiment towards growth and defensive assets [4][10][17]. Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones up 1.05%, S&P 500 up 0.67%, and Nasdaq up 0.33% [8]. - Notable gainers included Nike (+3.91%), Caterpillar (+3.56%), and Johnson & Johnson (+3.32%), leading the Dow components [9][10]. Federal Reserve Actions - The Federal Reserve cut interest rates by 25 basis points, bringing the target range to 3.50%–3.75%, marking the third cut of the year [17]. - Fed Chair Jerome Powell indicated that the economic outlook remains stable, with moderate expansion and a cooling labor market, while inflation remains above the 2% target [19]. Technology Sector - The Philadelphia Semiconductor Index rose 1.29%, reaching a historical high, driven by strong performances from companies like Micron Technology (+4.47%) and Qualcomm (+3.53%) [22][25]. - The rise in semiconductor stocks reflects growing investor confidence in the technology sector amid broader market gains [23]. E-commerce Trends - Morgan Stanley forecasts that by 2030, smart agent shopping could account for 10%–20% of the e-commerce market, representing a potential $190 billion to $385 billion in U.S. e-commerce spending [27][28]. - Approximately 23% of Americans have used AI for shopping in the past month, indicating significant adoption potential for AI-driven shopping experiences [28].

Group 1: Federal Reserve Actions - The Federal Reserve announced a 25 basis point cut in the federal funds rate target range to 3.50%-3.75%, marking the third rate cut of the year [1] - Fed Chairman Powell stated that discussions of rate hikes in early next year are not on the table, leading to a significant rebound in U.S. stock indices [1] - The decision to cut rates was not unanimously supported, with three dissenting votes, highlighting internal divisions within the Fed [6] Group 2: Market Reactions - Major U.S. stock indices saw substantial gains, with the Dow Jones up 497.46 points (1.05%), the S&P 500 approaching its historical high, and the Nasdaq rising 0.33% [1][2] - Large tech stocks showed mixed performance, with Tesla, Amazon, and Google rising over 1%, while Meta and Microsoft experienced declines [1][2] Group 3: Commodity and Cryptocurrency Markets - The commodity market was active, with spot silver rising 1.83% to $61.7854 per ounce, and COMEX silver futures increasing 2.27% to $62.230 per ounce, both reaching historical highs [2] - Gold also saw an increase of 0.46%, priced at $4227.37 per ounce, while the cryptocurrency market strengthened, with Bitcoin reaching $93,000 and Ethereum rising to $3,400 [2] Group 4: Chinese Stocks and Foreign Investment - Chinese stocks performed well, with the Nasdaq China Golden Dragon Index rising 0.65%, and notable gains in companies like Xiaoma Zhixing, Alibaba, and Baidu [3] - Foreign investment interest in Chinese assets is increasing, with predictions of an 18% rise in the MSCI China Index by the end of 2026, supported by robust economic growth and improved corporate earnings [5] Group 5: Economic Outlook - The Fed raised its GDP growth forecast for 2026 by 0.5 percentage points to 2.3%, while inflation is expected to remain above the 2% target until 2028 [7] - Market analysts expect the Fed to maintain a dovish stance, with potential further rate cuts anticipated in 2026 [8][9]