International News - US natural gas futures prices saw a significant increase, with intraday gains reaching up to 30%, currently reported at $5.083 per million British thermal units, after previously recording increases of 29%, 28%, and 27% [1][7] - Precious metals market showed a downward trend, with spot gold prices dropping below $4820, $4810, $4800, and $4790 per ounce, with daily declines of 0.25%, 0.44%, 0.64%, and 0.86% respectively [1][7] - Spot silver also faced pressure, falling below $93, $92, and $91 per ounce, with daily declines of 1.68%, 2.93%, and 3.74% respectively [1][7] - US stock market performed strongly, with all three major indices closing up over 1%, the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16% [1][7] Individual Stocks - Intel shares rose over 11%, reaching a four-year high; AMD increased by 8.3%, SanDisk by over 10%, Western Digital by over 8%, and Micron Technology by over 6% [2][8] - The Nasdaq Golden Dragon China Index rose by 2.22%, with notable gains from individual stocks such as New Oxygen up 14.93%, Baidu up 8.20%, and Century Internet up 7.17% [2][8] - OpenAI's CEO Sam Altman is meeting with top investors in the Middle East to pursue a new round of financing of at least $50 billion, with a post-funding valuation expected between $750 billion and $830 billion [2][8] - Apple plans a major overhaul of Siri, transforming it into a built-in chatbot with new features expected to launch later this year [2][8] Company Dynamics - French dairy company Lactalis announced a recall of multiple batches of infant formula in 18 countries, including China, due to potential contamination with Bacillus cereus toxin [3][9] - Ubisoft canceled the development of six games, including the remake of "Prince of Persia: The Sands of Time" and four unannounced titles [3][10] - The American Petroleum Institute (API) reported an increase of 3 million barrels in US API crude oil inventories last week, compared to a previous increase of 5.278 million barrels [3][10] - President Trump expressed hope for the retention of Kevin Hassett in his current position, with the shortlist for the Federal Reserve chair narrowing to two or three candidates [3][10]

Core Viewpoint - The U.S. stock market experienced a significant rebound following President Trump's cancellation of new tariffs on European countries and his announcement of a "framework agreement" regarding Greenland [1][3]. Market Performance - The Dow Jones Industrial Average rose by 1.21%, closing at 49,077.23 points; the S&P 500 increased by 1.16%, ending at 6,875.62 points; and the Nasdaq Composite gained 1.18%, finishing at 23,224.82 points [2]. Political Developments - Trump stated at the World Economic Forum in Davos that he would not use military force to acquire Greenland, which positively influenced the stock market. He mentioned a productive discussion with NATO Secretary General Mark Rutte, leading to a future agreement framework concerning Greenland and the Arctic region [3]. - Trump had previously announced a 10% tariff on goods from Denmark, Norway, Sweden, France, Germany, the UK, the Netherlands, and Finland, set to take effect on February 1, with a potential increase to 25% by June 1 if an agreement on Greenland was not reached [4]. Market Reactions - The stock market had previously declined sharply due to Trump's escalation of tariff threats and the possibility of military action regarding Greenland, marking the worst single-day performance since October 10 [6]. - The market's reaction to Trump's tariff cancellation reflects a trend where investors no longer assume his statements will be executed, indicating a level of unpredictability in his administration's policies [7]. Stock Performance - Major technology stocks mostly rose, with Nvidia up 2.95%, Apple up 0.39%, Microsoft down 2.29%, Google up 1.98%, Amazon up 0.13%, Meta up 1.46%, Tesla up 2.91%, Broadcom down 1.14%, Oracle down 3.36%, Netflix down 2.18%, Micron Technology up 6.61%, AMD up 7.11%, and Intel up 11.72% [7]. - Chinese concept stocks also saw gains, with the Nasdaq Golden Dragon China Index rising 2.21%, Alibaba up 3.87%, JD.com up 2.43%, Pinduoduo up 1.40%, NIO up 2.41%, Xpeng up 1.70%, Li Auto up 2.48%, Bilibili up 5.65%, Baidu up 8.17%, while NetEase fell 4.07%, Tencent Music down 0.80%, and Pony.ai up 2.55% [7].

例如百度的自动驾驶平台不仅提供自动驾驶软件，更打造了涵盖智能道路基础设施、AI地图、传感器 及云端协同的完整移动出行系统。华为则为工业园区、港口等提供"交钥匙"全套人工智能系统，涵盖AI 门禁控制、安全监控、5G网络、数据中心和软件等。AI不仅限于大都市。在中国农村，电商平台为农 民提供AI驱动的多种工具，用于诊断作物病害、预测产量和最佳定价等。 开源在中国的AI及更广泛的科技生态中扮演着战略性角色。不同于西方，中国把开源当作一种发展加 速器与协作机制。中国企业和研究机构使成千上万的开发者、初创企业、高校及地方政府能基于共同的 基础进行创新。开源模式契合中国重视集体解决问题和标准化的传统。共享平台使产业、学术界和政府 更容易围绕共同的技术路线图协作。这对智慧城市、工业自动化和能源系统等大型项目至关重要。 中国的AI模式对全球南方国家具有特别的吸引力。对许多新兴经济体而言，西方的做法造成财务和制 度障碍。中国则提供了可负担的低成本替代方案：将AI作为共享基础设施，目的是广泛应用而非仅供 少数精英使用。该战略通过集成开发环境而非独立技术实现。借助"数字丝绸之路"等倡议，中国企业将 人工智能系统与电网、5G网络、数 ...

本文源自：金融界AI电报 新氧涨14.93%，百度涨8.20%，世纪互联涨7.17%，1药网涨6.89%，康迪车业涨6.32%。 ...

Group 1 - The Nasdaq China Golden Dragon Index rose by 2%, with popular Chinese stocks experiencing significant gains, including Bilibili (BILI.US) up over 7%, Baidu (BIDU.US) up over 6%, Pinduoduo (PDD.US) up over 3%, and Alibaba (BABA.US) and JD.com (JD.US) both up over 2% [1] - The Hang Seng Tech Index also rebounded, increasing by over 1% during the day [1] - Bridgewater Associates expressed optimism about Chinese stocks for the year, indicating that they remain attractive to some extent as corporate earnings expectations improve, following a significant rise in 2025 [1]

Core Viewpoint - The Nasdaq China Golden Dragon Index experienced a significant increase of 2%, with major Chinese concept stocks rising, indicating a positive sentiment towards Chinese equities [1] Group 1: Stock Performance - Bilibili (BILI.US) surged over 7%, Baidu (BIDU.US) increased by more than 6%, and Pinduoduo (PDD.US) rose over 3% [1] - Alibaba (BABA.US) and JD.com (JD.US) both saw gains exceeding 2% [1] - The Hang Seng Tech Index also rebounded, rising by more than 1% during the day [1] Group 2: Investment Sentiment - Bridgewater Associates expressed a continued positive outlook on Chinese stocks for this year [1] - The firm indicated that Chinese equities remain attractive to some extent, particularly following a significant rise expected in 2025, driven by improving corporate earnings expectations [1]

Baidu, a Zacks Rank #1 (Strong Buy), dominates China’s search engine market and serves hundreds of millions of users, developers, and enterprises daily. The company offers search-based, feed-based, and other online marketing services, as well as cloud and AI services. Founded in 2000 as a search engine company, Baidu has evolved into a comprehensive AI powerhouse.The stock recently broke out to a 52-week high on increasing volume. Shares continue to display relative strength as buying pressure accumulates i ...

以下文章来源于汽车辣评CSR ，作者汽车辣评 汽车辣评CSR . 汽车辣评 来源丨汽车辣评CSR（ gh_2b8f20ca65e4 ） 图源丨Midjourney 你们知道吗？ Minimax上市首日股价涨超80%，市值破900亿港元。但更有意思的是，这个创始人 闫俊杰和地平线创始人余凯，其实有个不为人知的关系——师生关系。 而且这段师生关系，改变了整个中国AI产业的格局。 一个故事的开始： 2014年的百度 时间回到2014年。 那时候的百度，正在做一件疯狂的事——建立国内最强的AI研究机构。负责这件事的人叫余凯。 问你们一个问题：如果你是一个博士生，你的导师不让你出国交换，你会怎么办？ 闫俊杰就遇到了这个问题。他的导师是中国视觉领域的大牛李子青，态度很坚决——不行。闫俊杰没 办法，就退而求其次，来到了百度IDL（深度学习研究院）实习。 这一来，命运就改变了。 一个实习生的奇遇 在百度IDL，闫俊杰遇到了余凯。 当时的余凯已经是百度IDL的掌门人，手里握着国内最大的GPU集群。这哥们有个独特的理念——"算 法和工程两手抓"。什么意思？就是不光要会写论文，还得会工程化，得能把技术变成真正能用的东 西。 Min ...

美银证券认为，百度2025年第四季业绩表现将符合预期，核心业务预料可从第三季的低谷实现按季复 苏，目前预测百度核心收入按季增长7%至265亿元，经调整经营利润料按季增长17%至26亿元。展望 2026年，该行看好AI云市场需求维持强劲，相信百度相关收入增长可继续跑赢行业。该行认为百度在 中国AI领域中表现突出，近期催化剂包括昆仑芯潜在上市、股东回报计划以及香港双重主要上市等， 维持"买入"评级。 百度(BIDU.US)盘前涨4.65%，报157美元。消息面上，多家大行最新发布研报，看好百度2025年Q4业 绩。其中： 星展集团研究分析师指出，百度第四季度营收有望恢复环比增长。在线广告业务同比降幅收窄以及人工 智能云基础设施业务营收强劲增长，可能对盈利起到支撑作用。此外，其人工智能芯片业务昆仑芯的计 算强度和需求在第四季度也可能有所提升。这些因素可能推动了毛利润和非GAAP营业利润的环比增 长。星展维持对百度股票的"买入"评级，将其ADR目标价从177美元上调至211美元。 瑞银亦预计百度上季业绩符合预期，AI云基础设施仍将是主要增长引擎。考虑到昆仑芯在内地AI芯片 市场拥有性能和收入规模方面的优势，该行预计潜 ...

2026年初的国际消费电子展(CES)落幕，但展会上关于自动驾驶的竞速讯号却持续回荡。英伟达发布新 一代具备思维链推理能力的自动驾驶模型，并宣布L4级Robotaxi服务测试时间表；Uber联合合作伙伴展 示量产合作车型，计划部署上万规模车队。一系列动态清晰地揭示：全球L4级自动驾驶竞赛的焦点， 已从实验室的技术演示，转向"量产落地与商业运营"的实战关键赛段。 在这场关乎未来出行形态的全球竞速中，中国并非旁观者，而是深度参与者与创新策源地之一。历经多 年扎实的技术积累与审慎的渐进式试点，中国自动驾驶产业正依托全球最复杂的城市道路场景、最完整 的本土供应链体系，以及一套积极务实且以安全为底线的产业政策，迈入以"安全可靠"为根本前提的规 模化商用探索新阶段。从百度"萝卜快跑"在多个城市有序扩大运营范围，到小马智行在特定区域开展全 无人化测试，中国头部企业正在将技术能力转化为真实的出行服务。与此同时，以移动出行平台身份切 入赛道的企业，如哈啰，也通过发布明确的前装量产车型规划与商业路线图，加入了这场以尖端技术突 破与规模化运营能力"双轮驱动"的商业化冲刺。一幅多元主体参与、多技术路径并行的中国自动驾驶产 业全景图正 ...