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200+企业集结,AI巨头同台竞演!CES Asia2026打造亚洲科技产业新坐标
Sou Hu Cai Jing· 2026-01-30 02:39
抢占生态卡位先机,参展通道进入关键阶段 2026年6月北京启幕,构建全球AI技术展示与跨界合作核心枢纽 北京,2026年1月29日 讯—— 随着全球AI产业从技术迭代迈入生态协同的深水区,亚洲消费电子技术展(CES Asia 2026)已成为全球科技力量的年度集结 地。截至发稿,展会参展企业数量已突破200家,华为、英伟达、SK电信等全球AI巨头纷纷锁定核心展位,将携最新技术成果同台竞演。本届展会将于6月 10日至12日在北京亦创国际会展中心举办,以"技术共生·生态共荣"为主题,打造覆盖AI全产业链的技术展示标杆平台与跨界合作对接枢纽,为全球科技企 业链接亚洲市场、实现资源协同提供核心支撑。 全球AI巨头云集,200+企业构建顶级创新矩阵 CES Asia 2026的参展阵容已呈现"全球领军+本土标杆"的双核心格局,200余家参展企业覆盖28个国家及地区,国际展商占比突破40%,形成亚洲科技产业的 顶级创新矩阵。国际巨头中,英伟达将携基于Blackwell架构的新一代AI芯片解决方案亮相,其与丰田联合开发的自动驾驶端侧AI系统,已实现极端天气下 毫秒级环境感知与制动响应,技术实力经实战验证;韩国SK电信将首次 ...
2026年度策略:锚定AI未来,共启科技新篇
GOLDEN SUN SECURITIES· 2026-01-30 00:50
Group 1: Financial Technology - In 2026, global liquidity is expected to remain reasonably ample, with the domestic monetary policy maintaining a moderately loose tone[14] - The digital RMB 2.0 will officially implement on January 1, 2026, transitioning from M0 to M1 currency attributes[18] - The CIPS network expansion will be a key focus starting February 1, 2026, as new rules for the RMB cross-border payment system come into effect[20] Group 2: AI Applications - The AI application landscape is shifting towards commercial monetization, with a focus on achieving breakeven after initial explosive growth[24] - C-end applications are dominated by major tech giants, making it difficult for smaller firms to survive in the market[40] - B-end applications are seeing some achieving unit economics (UE) breakeven, particularly in sectors with high product-market fit (PMF) like robotaxi[45] Group 3: AI Computing Power - Global demand for AI computing power is on the rise, with domestic internet companies being the largest consumers of intelligent computing servers[3] - Domestic chip manufacturers are making significant breakthroughs, with companies like Huawei and Cambricon showing strong growth potential[3] - The shift towards scale-up supernode architectures is expected to accelerate, enhancing overall system performance[3] Group 4: AI Energy - The AIDC power supply paradigm is evolving towards 800V HVDC systems, driven by the need for higher power density and efficiency[4] - Nuclear fusion is being explored as a long-term energy solution, with significant advancements expected within the next five years[7]
四大厂死磕 AI 超级入口
3 6 Ke· 2026-01-30 00:25
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 ...
8点1氪:国铁回应“抢票神器诱导加价”:12306是唯一官方售票渠道;iPhone 16成去年全球最畅销智能手机;UC浏览器开发商被罚没126万元
36氪· 2026-01-30 00:10
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]
盘前必读丨国办发文加快培育服务消费新增长点;现货黄金本月累计涨幅约24%
Di Yi Cai Jing· 2026-01-30 00:04
Group 1 - The State Council issued a work plan to optimize and expand service supply, aiming to enhance service consumption and support high-quality economic development [2] - The work plan focuses on key areas such as transportation services, housekeeping services, and inbound consumption, emphasizing innovation and talent development [2] - The commercial aerospace industry is being prioritized, with plans to develop new fields like space resource development and space tourism during the 14th Five-Year Plan [3] Group 2 - Shanghai aims to become a national hub for the commercial aerospace industry, targeting an industry scale of approximately 100 billion yuan by 2027 [4] - The Beijing humanoid robot innovation center has launched a testing platform, capable of producing 5,000 humanoid robots annually [4] - The Kunshan AI industry fund has been established with a total scale of 5 billion yuan, focusing on AI core hardware and infrastructure [5] Group 3 - The market is experiencing mixed performance, with major U.S. indices showing slight fluctuations [6] - Microsoft shares dropped 10%, marking the largest single-day decline since March 2020, due to concerns over high AI capital expenditures [8] - Gold prices reached a record high of $5,594.82 per ounce before settling at $5,389.19, with a monthly increase of approximately 24% [9]
Here’s What Barclays Thinks About Baidu, Inc (BIDU)
Insider Monkey· 2026-01-29 18:49
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...
AI+机器人,春节营销站“C位”理所当然
Bei Jing Shang Bao· 2026-01-29 16:07
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 ...
黑芝麻智能与萝卜快跑达成战略合作 共同打造无人驾驶生态圈
Sou Hu Cai Jing· 2026-01-29 15:50
谌斌代表武汉市经信局向黑芝麻智能与萝卜快跑达成战略合作表示祝贺,他表示,此次合作契合武汉智能网联汽车产业发展方向,将为全市人工智能产业、 智能网联汽车产业生态升级注入新动能。武汉市经信局将全力做好政策保障与服务支持,推动合作成果加快落地,助力武汉打造智能驾驶超级应用场景。 黑芝麻智能在智能汽车计算芯片领域拥有完善的技术积累、产品布局与规模化量产经验。萝卜快跑作为全球领先的无人驾驶出行服务平台,已在北京、上 海、武汉、香港、迪拜、阿布扎比等22座城市落地,积累了丰富的场景应用经验。 上证报中国证券网讯(记者 李兴彩)1月29日,黑芝麻智能与百度旗下萝卜快跑正式签署战略合作协议。黑芝麻智能作为萝卜快跑的算力芯片技术支撑单 位,全力配合合作范围内萝卜快跑产品的相关技术研究及成果转化;萝卜快跑在方案验证等方面为黑芝麻智能提供指导、支持。双方将共同打造无人驾驶生 态圈,吸引更多的优质合作伙伴加入,共同推进中国智能驾驶产业链的成熟。 黑芝麻智能创始人兼CEO单记章,百度集团副总裁、智能驾驶事业群组总裁 王云鹏等嘉宾共同出席本次签约仪式,武汉市经济和信息化局总工程师谌斌见证签约。 谌斌代表武汉市经信局向黑芝麻智能与萝卜快跑 ...
搜索失速、大模型遇阻,李彦宏的AI生死局
Sou Hu Cai Jing· 2026-01-29 15:44
2026 年春节的 AI 红包大战,恐怕不会是单纯的流量狂欢,而是科技巨头们的生死竞速。 百度 APP 文心助手砸下 5 亿现金红包并绑定北京台春晚,腾讯元宝甩出 10 亿红包加码,火山引擎与豆包则直接拿下央视春晚 AI 合作伙伴席位。 这场烧钱大战的背后,是第三方机构 IDC 早已点明的残酷现实:"2025-2026 年是 AI 应用用户心智抢占的最后窗口期,错过的玩家将彻底失去行业话语 权。" 台前硝烟弥漫,台后百度正进行着足以影响未来十年的战略腾挪。 2026 年开年不足一个月,百度接连放出两枚重磅炸弹。1 月 2 日,集团公告旗下 AI 芯片子公司昆仑芯已于 1 月 1 日以保密形式向港交所递表;1 月 24 日,多位接近百度的知情人士向媒体透露,百度已完成内部架构大整合,将文库与网盘合并为个人超级智能事业群(PSIG),由集团副总裁王颖带队并 直接向李彦宏汇报。 "这两步棋看似无关,实则是百度转型的核心抓手。" 民生证券科技行业首席分析师在接受采访时直言,"昆仑芯独立上市是为了给 AI 算力业务找外部输 血通道,而 PSIG 的成立则是为了整合 C 端订阅型资产,打造 AI 时代的现金牛。" 这一切 ...
撒下 5 亿,百度想用 AI 重做一遍“社交”
Sou Hu Cai Jing· 2026-01-29 14:25
Core Insights - The article discusses the evolving landscape of AI and social interaction, highlighting the competition among major players like Tencent, Baidu, and Alibaba in the AI chat space, particularly focusing on group chat functionalities as a new frontier for user engagement and collaboration [1][2][3] Group 1: Industry Dynamics - Tencent's return with "Yuanbao" and Baidu's entry with 500 million cash signals a strategic shift towards group chat functionalities, indicating a consensus among industry giants on the need for more sustainable user engagement models [1][2] - The historical context of the competition between the "BAT" (Baidu, Alibaba, Tencent) suggests that the current focus on group chat is a response to the limitations of traditional chatbot interactions, which have struggled to maintain user engagement [1][5] - The shift towards group chat as a collaborative space reflects a broader trend in the industry, where companies are moving from individual tool provision to creating environments for multi-agent collaboration [2][5] Group 2: Strategic Intent - Baidu's development of the Wenxin app's group chat feature aims to establish a new user habit of involving AI in collaborative tasks, moving beyond mere tool usage to integrating AI as a collaborator in daily activities [2][8] - The emphasis on goal-oriented collaboration in group chats is seen as a more effective approach for AI integration into social interactions, contrasting with traditional social media's focus on relationship maintenance [6][7] - Baidu's strategy reflects a significant shift from a technology-centric approach to a user-centric model, focusing on cultivating user habits that leverage AI for practical problem-solving [9][11] Group 3: Technological and Business Framework - Baidu has established a comprehensive "chip-cloud-model-application" ecosystem, which underpins its ability to offer AI services sustainably, thus enabling its aggressive investment in the group chat space [11][12] - The success of Baidu's AI applications, such as Wenku and Wangpan, demonstrates the potential for AI to generate stable revenue streams, reinforcing the company's confidence in its strategic direction [12] - The competitive landscape is characterized by a race to define the future of human-AI collaboration, with each company leveraging its unique strengths to capture market share and user engagement [13][14]