人民财讯12月15日电，恒指低开1%，恒生科技指数低开1.34%。京东健康跌近6%，百度跌超3%，理想 汽车、阿里巴巴跌超2%。 ...

百度的"应用驱动"策略正是这种思路的缩影。研发文心大模型时，他们没有追求面面俱到的"万能方案"，而是针对搜索、数字人、产业优化等具体场景做 针对性训练，让模型在核心应用领域精准发力。就像百度推出的伐谋智能体，专门在真实产业场景中寻找"全局最优解"，用技术助力企业实现持续价值创 造，这正是中国AI"有事真上"的鲜活体现。 反观美国，其AI发展更偏向基础科学探索与战略级攻坚。他们将通用人工智能（AGI）投入海量资源突破芯片架构、算法原理，追求"一个模型通吃一 切"的超级智能路线，这种对技术极限的探索，确实推动了全球AI基础能力的提升。 两种路径没有优劣之分，但全球AI竞争的胜负手已逐渐清晰：谁能把AI变成企业的"原生能力"，谁能让技术深入产业肌理解决真问题，谁就能占据主动。 中国AI的务实风格，不仅源于庞大的制造业基础和完整产业链，更在于我们始终相信——技术的终极价值，从来不是停留在实验室里的参数，而是服务 社会、赋能产业的实际力量。这或许就是中国AI给世界的另一种启示：脚踏实地的应用落地，同样能走出一条强大的技术突围之路。 DEC. 29, 2025 【李彦宏接受《时代》专访 揭示中国特色的技术落地之路】 当全 ...

12月12日，OPPO ColorOS设计总监陈希分享了12月将要上线的"AI妙听"功能——把文章一键转成播 客，让原本只能"读"的内容，也能用"听"的方式获取。值得一提的是，该功能并非单纯的TTS文本转语 音，而是将内容进行重构，并以双人播客的形式呈现，配有背景音乐，用户的听感更好。 陈希表示，越来越多人喜欢听播客，不只是方便，它是一种"低密度的信息输入"，这种形式更轻松、对 注意力的占用更小，吸收信息的同时也起到一种放松的作用。比如开车，做家务的时候很实用。 京东正招募端侧AI芯片领域人才 从知情人士处获悉，京东正招募端侧AI芯片领域人才。京东此次的招聘方向主要集中在存算一体AI芯 片领域，产品或将用于机器人、智能家电等硬件端侧。《科创板日报》记者在招聘网站看到， 京东对 于存算一体芯片设计相关工程师岗位，开出"40-100K*20薪"不等的薪酬待遇。对此事，京东方面暂无回 应。（科创板日报记者 黄心怡） OPPO ColorOS将上线"AI妙听"功能：文章一键转成双人播客 近日，北京首个人工智能（AI）科普主题线上展厅上线。展厅以"少年AI奇遇记"为主题，通过一系列科 普短视频、文章、长图等形式，为青少 ...

（报告出品方/作者：国信证券，张衡、夏妍） 来源：未来智库 AI(人工智能)：第四次生产力革命 AI(Artificial Intelligence)：1952 年，图灵在《计算机械与智能》一文中提到了"图灵测试"来验证机器是 否具有智能：如果一台机器能够与人类展开交流，并且有超过 30%的人无法在规定时间内识别出与自 己交谈的是人还是机器，那么这台机器可以被认为是具有智能的。后来科技界又提出了其他界定人工智 能的标准：例如能否实现语音识别、机器翻译、自动写作等等。本报告中所提及的人工智能技术，不仅 包括具有自然语言处理能力、或通过图灵测试的AI 技术，还包括有海量数据、超复杂性、要求实时 性、人类智能暂时无法处理的机器智能技术。 AI 发展原动力：提效降本，在新一轮技术革命中抢占先机 微观：提效降本，科技让生活更美好 从 C 端用户需求来看，人工智能解决的是与人相关的娱乐、出行、健康等生活场景中的痛点。人工智 能在 C 端的应用分为两方面：1）对原有劳动力的替代与生产力效率的提升：如语音识别、智能客服、 机器翻译等；2）新增需求的满足：如"千人千面"的信息分发（如抖音、快手、小红书等）、内容生成 （AIGC ...

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]

Key Takeaways Baidu is expanding Apollo Go globally, adding launches in Switzerland, Abu Dhabi and Hong Kong.The service has surpassed 17M rides, 22 cities and over 250,000 weekly fully driverless trips.Apollo Go's scale is driving early unit-level profits even as broader revenue pressure persists.Baidu's (BIDU) strategic push to expand Apollo Go internationally represents a pivotal moment in the autonomous ride-hailing industry. Rather than treating Robotaxi as a domestic showcase, the company is positioni ...

AI如何提高效率的表达，是当下大厂对外叙事的标准模板。可能会在某些具体业务层面，给出一些数据反馈，但是大部分时候，这仍 然是一种模糊状态。 直到今年Q3财报发布，我们终于在部分互联网公司的财报披露中，找到一些可量化的指标，而且主要集中在广告和营销。 比如，百度和快手明确列出「AI广告」或「AI营销」对应的收入：百度AI原生营销服务收入达28亿元，同比增长262%；同期快手线上 营销服务收入达201亿元，同比增长14%，并且首次披露OneRec在广告领域带动Q3收入约4%-5%的提升。 尽管他们的战略意图和处境不尽相同——百度正迫切寻求增长引擎的转换，传统搜索广告的贡献，江河日下；快手则渴望在AI语境下 寻求新的加速度。但同时，两家公司都严重依赖广告收入，AI成为他们唯一的动能和机会。 这些维度和指标，对百度和快手意义很大，对行业是否有参考价值？大模型重塑营销似乎势在必行，是否意味着AI广告的黄金时代到 来了？ 广告增长全靠AI？ 百度和快手最先把AI营销或AI广告相关的指标单列出来，也是有原因的。 广告业务在两家公司的营收结构中均占据重要地位：百度核心在线营销服务占总收入的53%，快手线上营销服务占比超 56 ...

Core Viewpoint - The article discusses the emergence of "manhua drama" (漫剧) as a new trend in the entertainment industry, leveraging AI technology to reduce production costs and increase efficiency, marking 2025 as the "Year of Manhua Drama" [3][4][5]. Industry Overview - Manhua drama encompasses various forms, including meme-based comics, dynamic animations, and AI-generated 3D comics, with the definition still evolving [3]. - The industry is experiencing rapid growth, with a projected market size exceeding 20 billion yuan by 2025, driven by an 83% compound growth rate in supply during the first half of 2025 [7][9]. Financial Performance - Leading manhua drama brand Jiangyou Culture reports monthly revenues of 50 million yuan, while the company Lingju Animation has achieved a return on investment (ROI) of 1.15-1.2 [6]. - The average production cost for manhua dramas ranges from 50,000 to 150,000 yuan per episode, significantly lower than traditional short dramas, leading to higher profit margins [13][14]. Business Model - The business model for manhua dramas includes in-app advertising (IAA), in-app purchases (IAP), and hybrid monetization, with 80-90% of revenue still reliant on advertising spending [11][12]. - Companies are exploring new monetization strategies, such as brand collaborations and product placements, with successful examples already emerging [17]. Competitive Landscape - The competition in the manhua drama sector is primarily based on production volume, as the market is currently underserved [16][19]. - Major platforms like ByteDance, Tencent, and iQIYI are aggressively entering the manhua drama space, offering favorable revenue-sharing models to attract content creators [24]. Audience and Content Strategy - The primary audience for manhua dramas consists of males aged 20-30, contrasting with the female-dominated audience of traditional short dramas [23]. - The industry is awaiting a breakout hit to validate the manhua drama trend, similar to past successes in the short drama sector [25].

Core Insights - Morgan Stanley predicts that 25 humanoid robot companies will dominate the industry, with 7 Chinese companies listed [2][3] - The Chinese companies include Baidu, Alibaba, Horizon Robotics, Junsheng Electronics, iFlytek, Desay SV, and Hesai Technology, focusing on various sectors such as AI, automotive, and electronic manufacturing [3][4] - The report emphasizes the importance of component and module suppliers over traditional humanoid robot manufacturers, highlighting the critical role of companies providing AI chips, visual sensors, precision actuators, and power management chips [3][4] Company and Industry Summary - The 7 Chinese companies identified are significant players in their respective fields, with a focus on AI, automotive intelligence, language recognition, and electronic manufacturing [3] - The absence of companies like Yushun and Zhiyuan in the report raised questions about its professionalism, but Morgan Stanley justified this by focusing on the foundational components essential for the humanoid robot industry [4] - The Chinese market has seen the emergence of nearly 150 humanoid robot startups, indicating a growing interest and investment in this sector, regardless of potential market bubbles [4]

Core Viewpoint - Baidu is regaining favor on Wall Street as expectations rise for the IPO of its chip subsidiary Kunlun, which is seen as a key step in unlocking the company's potential value and replicating Alphabet's success in the AI sector [1] Group 1 - The rise of Kunlun's semiconductor business is believed to help Baidu release its latent value [1] - Analysts from Goldman Sachs and Macquarie Securities have indicated that the potential IPO of Kunlun is crucial for Baidu to "unlock value" [1] - Baidu's chip strategy may allow it to follow a similar path to Alphabet in the artificial intelligence field [1]