扫码可订阅产业日报 1.【阿里巴巴大模型品牌统一为千问】据悉，阿里巴巴集团内部将AI的总称和核心品牌统一为千问， 千问大模型（Qwen）涵盖基础大模型和专业领域模型。此举是为了避免之前千问、通义千问、 Qwen等多个名称导致的混淆问题，统一名称之后，阿里巴巴大模型品牌中文为千问大模型，英文为 Qwen，通义实验室为阿里巴巴集团旗下通义实验室的组织名称。（科创板日报） 2.【奥特曼发长文回应Anthropic超级碗广告】OpenAI与Anthropic的竞争再度升级。当地时间周 三，Anthropic在"超级碗"上投放广告，嘲讽OpenAI即将为ChatGPT引入广告的计划，并强调自家 Claude聊天机器人将保持"零广告"。OpenAI首席执行官萨姆·奥特曼在社交平台上发长文回应，指 责Anthropic对OpenAI广告模式的描述"明显不诚实"，并借机宣传OpenAI的免费访问理念与开发者 工具。奥特曼还将矛头指向Anthropic的整体战略，批评其"为富人提供价格高昂的产品"，而且存 在"控制"倾向，例如限制某些公司使用其编码工具、试图单方面定义AI使用规则。奥特曼最后写 道："我们将继续努力，以越来越低 ...

"收购Silicon Labs是我们长期嵌入式处理战略的一个重要里程碑。Silicon Labs领先的嵌入式无线 连接产品组合增强了我们的技术和知识产权，从而能够扩大规模，更好地服务于我们的客户。德州 仪器业界领先且自主研发的技术和制造能力与Silicon Labs的产品组合完美契合，将为全球客户提 供可靠的供货保障。"德州仪器董事长、总裁兼首席执行官Haviv Ilan表示，"携手并进，我们能够 做得更多。德州仪器和Silicon Labs的团队拥有共同的卓越文化，致力于精益求精、工程技术和创 新，我坚信此次交易将使合并后的公司能够为德州仪器的股东创造持续的价值。" "德州仪器和Silicon Labs都拥有深厚的德州传统，并长期致力于以正确的方式打造科技公司，" Silicon Labs总裁兼首席执行官Matt Johnson表示。"过去十年，在互联设备需求加速增长的推动 下，Silicon Labs实现了两位数的增长。对于德州仪器和Silicon Labs而言，未来的机遇都十分巨 大。通过将我们嵌入式无线连接产品组合与德州仪器的规模、技术和制造能力相结合，我们将能够 服务更多客户并加速创新。" 显著的战 ...

引言：在工业 4.0 与数字化转型深度融合的浪潮下，工业互联网已成为重构制造业生产模式、优化产业生态的核心支撑。传统工业场景中，设备、系统与 人员间存在交互割裂、数据流转不畅、决策响应滞后等痛点，制约了生产效率与智能化水平的提升。在此背景下，工业互联网智能交互系统的设计成为突 破瓶颈的关键。该系统以物联网、人工智能、大数据等技术为依托，打破设备异构、数据孤岛的壁垒，构建设备与设备、设备与人、系统与系统间的高效 协同交互机制。通过智能化交互接口、实时数据可视化、自适应决策反馈等核心模块设计，实现生产全流程信息的精准传递、动态调控与智能适配。其设 计核心在于兼顾工业场景的高可靠性、实时性需求与交互的便捷性、灵活性，为智能制造提供一体化交互解决方案，助力产业向柔性化、智能化、高效化 升级，赋能制造业实现质量提升、成本优化与可持续发展。 01 华为智能工业互联网平台 Design by：华为公司 华为云工业互联网交互平台作为FusionPlant 3.0战略的核心交互载体，以"破解工业交互割裂、激活数据价值"为设计初衷，构建起"架构分层解耦、数据智 能流转、人机协同适配"的一体化设计体系，精准适配工业场景高可靠、实时 ...

西门子数控(南京)有限公司(西门子南京数字化工厂)近日荣获世界经济论坛颁发的"灯塔工厂"称号，正式加入"全球灯塔网络"。西门子南京原生数字化工 厂凭借持续的数字化转型以及AI驱动的自适应制造，将产品上市周期缩短了33%，该工厂是西门子在德国以外最大的数控系统、驱动器和电机研发与生产 中心。此次西门子南京数字化工厂在生产效率类别中脱颖而出，凭借数字孪生技术和持续的人工智能(AI)驱动转型，在降本、增效、提质方面均取得突 破，赢得世界经济论坛的赞誉。 该奖项旨在表彰这一原生数字化工厂通过应用数字孪生技术、提升卓越运营水平等方式，在生产效率提升、员工赋能、可持续发展等领域取得的显著成 果。继德国安贝格、爱尔兰根和菲尔特以及中国成都数字化工厂后，南京工厂成为西门子全球第五家被世界经济论坛授予"灯塔工厂"称号的制造基地。 "南京工厂被誉为'原生数字化工厂'。在实地建设前，工厂的设计、测试与优化已在虚拟世界中完成，实现了建设速度与成本效益的大幅优化，更保证了 工厂在疫情严峻时期如期落成投运。"西门子股份公司管理委员会成员、西门子数字化工业集团首席执行官奈柯(Cedrik Neike)表示，"通过将全球制造专长 与本土洞察 ...

Core Viewpoint - The article discusses the investment positions held by the author in specific companies, indicating a long position in SIEGY and SMMNY, which may suggest a positive outlook on these stocks [1]. Group 1 - The author has a beneficial long position in the shares of SIEGY and SMMNY, either through stock ownership, options, or other derivatives [1]. - The article expresses the author's personal opinions and is not receiving compensation for it, aside from Seeking Alpha [1]. Group 2 - The author emphasizes that the article may sound like financial advice but clarifies that it is not licensed to provide such advice [2]. - Investors are encouraged to conduct their own due diligence and research prior to making any investment decisions [2].

以下文章来源于西门子EDA ，作者SIEMENS 西门子EDA . 面对复杂交织的系统级难题，任何单点工具的优化都显得杯水车薪。西门子EDA的整个设计流程 基于系统技术协同优化（STCO）的理念，贯穿整个3D IC的设计、验证和制造全流程，追求系 统层面的整体优化。 西门子EDA IC 封装产品客户技术经理 电子领域的创新步伐正在不断加快。为了让我们的客户能够加快推出改变生活的创新产品，并成为市场 的领导者，我们致力于提供世界上最全面的电子设计自动化 (EDA) 软件、硬件和服务组合。 全球半导体产业正从旷日持久的竞速赛，转向以创新为核心的全新范式。在这场革命中， Chiplet（小芯片）技术来到了聚光灯下，它主张将复杂系统分解为模块化的小芯片，通过先进 封装技术进行异构集成，从而开辟了一条通往更高性能密度的路径。 随着设计复杂度指数级增长，Chiplet技术要求EDA软件、IP供应商、晶圆厂和封装厂之间达成 深度协同。因此，Chiplet技术的兴起，本质上是一场围绕"系统级最优化"的生态革新。在此背 景下，作为芯片设计的基石，EDA软件的角色与能力亟需进化。产业界需要的不仅仅只是单点 工具创新，而是能够应对 ...

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, aiming to buy high and sell higher, with the expectation that established trends will continue [1] Company Overview: Siemens AG (SIEGY) - Siemens AG currently holds a Momentum Style Score of B and a Zacks Rank of 2 (Buy), indicating a favorable outlook for the stock [3][4] - The stock has shown a price increase of 5.26% over the past quarter and 39.2% over the last year, significantly outperforming the S&P 500, which increased by 2.42% and 14.97% respectively during the same periods [7] Price Performance - Over the past week, SIEGY shares rose by 2.26%, while the Zacks Industrial Services industry saw a 1.79% increase [6] - The monthly price change for SIEGY is 6.62%, compared to the industry's performance of 6.01% [6] Trading Volume - The average 20-day trading volume for SIEGY is 142,635 shares, which serves as a baseline for assessing price movements [8] Earnings Outlook - In the last two months, three earnings estimates for SIEGY have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $6.36 to $6.43 [10] - For the next fiscal year, two estimates have also moved upwards without any downward revisions [10] Conclusion - Given the positive momentum indicators and earnings outlook, Siemens AG is positioned as a strong buy candidate for investors seeking short-term opportunities [12]

Core Insights - Siemens has acquired ASTER Technologies, a provider of PCB assembly testing and engineering software, integrating ASTER's advanced Design for Test (DFT) capabilities into Siemens' Xpedition™ and Valor™ software, enhancing its electronic system design product portfolio [1][6]. Group 1: Strategic Importance - The acquisition will provide customers with a truly integrated digital workflow from PCB design engineering to manufacturing, enabling earlier defect detection, cost reduction, faster time-to-market, and improved product quality and reliability [3][8]. - This move comes at a critical time as the demand for automotive electronics accelerates and 5G technology becomes more prevalent, necessitating robust testing solutions to ensure product safety and compliance with stringent standards [3][8]. Group 2: ASTER Technologies Overview - Founded in 1993 and headquartered in France, ASTER has been a leading supplier of PCB component verification, assembly, and testing software tools for over 30 years, offering DFM physical design verification solutions that cover PCB manufacturing, assembly, and testing [4][9]. - ASTER's flagship product, TestWay, is renowned for its DFT planning and implementation capabilities, allowing companies to establish design plans and robust testing strategies early in the PCB assembly manufacturing process [4][9]. Group 3: Enhanced Customer Experience - The integration of ASTER's market-leading testing engineering software is expected to significantly enhance the customer experience in PCB design and manufacturing, allowing for design optimization early in the design cycle [10][11]. - Siemens aims to provide a complete integrated solution that supports customers from initial design concepts to final production, thereby ensuring the highest quality and reliability of products [10][11]. Group 4: Expansion of EDA Product Portfolio - The acquisition will allow Siemens to continue offering top-tier electronic system design technologies, helping customers design superior products and complete manufacturing efficiently and with high quality [11]. - The integration of ASTER's technology into the PCBA design product portfolio expands Siemens' Xcelerator product suite and significantly enhances its competitive advantage, enabling comprehensive DFM capabilities [11].

Group 1 - NATO has faced significant challenges over its 77-year history, but the current economic pressures have led to unprecedented rifts among member countries, including the imposition of tariffs [1][3] - Trump's executive order on January 17, 2026, imposes a 10% import tariff on eight European countries, escalating to 25% if no agreement is reached on Greenland by June 1 [1][3] - The EU is considering retaliatory tariffs amounting to €93 billion on U.S. goods, indicating a serious escalation in trade tensions [1][3] Group 2 - The economic pressures from Trump's tariff policies have jeopardized NATO's unity, which was previously maintained through shared security threats [3] - Germany's decision to withdraw troops supporting Denmark in Greenland is closely linked to the timing of U.S. tariff threats, reflecting a shift in European solidarity [3] - The current situation is described as NATO's most severe crisis in its 77-year history, highlighting the unprecedented nature of using tariffs to manage ally relationships [3] Group 3 - German Chancellor Merz's upcoming visit to China from February 24 to 27, 2026, includes a delegation of major German companies, signaling a shift towards seeking support from Eastern markets [5] - Germany's trade with China is projected to reach €254 billion by 2025, surpassing trade with the U.S., indicating a strategic pivot in economic partnerships [5] - The visit aims to foster economic cooperation and is a pragmatic response to the escalating trade tensions with the U.S. [5] Group 4 - The shift in European realism may create new dynamics in international relations, potentially benefiting China amid U.S.-Europe tensions [7] - European leaders are likely to make decisions based on interests rather than simple alignments, indicating a more independent stance [7] - Germany's pivot towards China reflects a rational assessment of current global realities, emphasizing the need for stability in trade relationships [7]

Core Insights - The article discusses the transformative impact of AI on the manufacturing industry, emphasizing its evolution from a mere automation tool to a "second brain" for factories, capable of cognitive tasks such as prediction and optimization [2] - The Hannover Messe is highlighted as a pivotal event where global industrial trends and challenges converge, serving as a platform for defining the future of manufacturing over the next three to five years [4][5] Group 1: AI in Manufacturing - AI is increasingly integrated into manufacturing processes, with applications ranging from virtual training to logistics, achieving over 37% penetration in efficiency improvements [2] - The focus for entrepreneurs has shifted to specific metrics such as production speed and inventory reduction, reflecting the high stakes involved in industrial AI investments [2] Group 2: Hannover Messe Significance - The Hannover Messe has been a key venue for industrial innovation since 1947, acting as a "wind vane" for global industrial technology and a connector for industry collaboration [5] - The 2026 event will center on "Generative AI and Industrial Collaboration," showcasing advancements from tool applications to AI-driven processes across design, production, and operations [5][6] Group 3: Hidden Champions and Long-term Strategies - Germany's industrial resilience is attributed to a unique group of "hidden champions" that dominate niche markets, focusing on high technical value and deep-rooted local strategies [7][8] - These companies face challenges from rising energy costs and labor shortages, highlighting the need for adaptability in their business models [8] Group 4: Strategic Insights from Industry Leaders - Peter Löscher, former CEO of Siemens, will share insights on how traditional manufacturing firms can navigate technological changes and avoid missteps in investment [12][13] - His discussion will also cover balancing global resource integration with local market innovation, particularly in the context of generative AI reshaping competitive boundaries [14][15] Group 5: Future of Manufacturing - The convergence of technology, resilience, and strategy at Hannover will provide decision-makers with critical insights into the future of manufacturing [16][17] - The event aims to equip participants with the knowledge to witness and influence the rapid advancements in industrial technology and business strategies [17]