上证早知道｜火山引擎新一代模型公测；面板产业有望迎来向上拐点；两家公司筹划重组停牌

Group 1 - The 2025 Robot Application Scenario Ecological Conference will be held on December 4-5, 2025 [1] - The 2025 Second Digital Twin Technology and Industry Development Conference will take place on December 4, 2025 [1] - The 2025 Brain-Computer Interface Conference will be held on December 4, 2025, in Shanghai [1] Group 2 - A research team from the University of Science and Technology of China successfully demonstrated the "recoil slit" quantum interference thought experiment proposed by Einstein and Bohr in 1927, observing the gradual change in interference contrast of atomic momentum [3] - The Zhuque-3 Yao-1 rocket was launched on December 3, 2025, completing its flight mission, although the recovery test failed due to an abnormal combustion incident [3] - The Ministry of Culture and Tourism and the Civil Aviation Administration of China issued an action plan to enhance the facilitation of inbound tourism [3] - In November 2025, Shanghai's second-hand housing transactions reached 22,943 units, a 24% increase from October, marking the highest number of transactions since May [3] - Yiwu's import and export scale exceeded 700 billion yuan in the first ten months of this year, maintaining high growth [3] - Cainiao's unmanned vehicle intelligent warehousing and distribution solution has been rolled out in over 30 cities, entering a phase of nationwide application [3] - Nearly 25 million new A-share accounts were opened in the first eleven months of this year, approaching the total of 24.96 million for the entire year of 2024 [3] Group 3 - Zhejiang province is supporting the establishment of over 100 new drone routes as part of its low-altitude industry development plan [5] - The low-altitude economy is seen as a preferred direction for local economic expansion, with significant breakthroughs expected in policy and industry [5] Group 4 - Tesla's CEO Musk shared a video of the Optimus humanoid robot running, indicating a push for faster production of humanoid robots [7] - The TV panel prices are expected to stabilize in December 2025, with a potential price increase for certain sizes due to inventory demand [9] Group 5 - Volcano Engine launched the Doubao image creation model, which is now in public testing and supports various core application scenarios [11] - Li Auto released its first AI smart glasses, Livis, starting at a price of 1,999 yuan [11] - Moore Threads will be listed on the Sci-Tech Innovation Board on December 5, 2025 [12] - Muxi Co., Ltd. will issue 40.1 million shares at a price of 104.66 yuan per share on December 5, 2025 [13] Group 6 - Four Directions received a net buy of 56.07 million yuan from institutional seats, with a focus on CVD diamond technology [16] - The first batch of eight North Exchange thematic funds is entering a new open window period, with an average return of 104% over the past two years [17]