第一财经·2026-02-07 13:42Core Viewpoint - The article discusses the rapid advancements in artificial intelligence (AI) and the intense competition between domestic and international companies, highlighting the differences in focus between the two markets [3][4]. Group 1: Recent Developments in AI - Meta has released a new model codenamed "Avocado," improving computational efficiency by 10 to 100 times [3]. - Google has opened its world model Genie 3, allowing users to create and explore 3D virtual worlds through natural language descriptions [3]. - Domestic companies like Alibaba and ByteDance are also making significant strides, with Alibaba launching a model with over one trillion parameters [3]. Group 2: Competition Dynamics - The competition in AI has reached a fever pitch, with major tech companies investing heavily, including a reported total capital expenditure of approximately $650 billion from the four major U.S. tech giants for 2026 [3]. - The "AI red envelope war" in China has seen tech giants invest over 4 billion yuan to capture the "AI super entrance" [4]. Group 3: Differences in Focus - International companies prioritize breakthroughs in underlying technology and model capabilities, while domestic firms are more focused on application and commercial realization [4][5]. - Domestic companies excel at transforming new technologies into commercial successes but often lag in original innovation [5][6]. Group 4: Challenges and Opportunities - The disparity in innovation focus is linked to differences in market foundations, technological reserves, and business environments between China and the U.S. [6]. - Despite significant investments in foundational technologies, domestic firms still face challenges in original innovation and product iteration speed compared to their international counterparts [6]. Group 5: Vision for the Future - The article emphasizes the need for Chinese tech companies to shift their focus towards original innovation to avoid being outpaced by international competitors [7]. - It calls for a cultural shift towards innovation and greater support for foundational research from leading tech firms to achieve the national goal of technological self-reliance [7].