据火山引擎披露，豆包大模型最新的日均调用量已达到63万亿Tokens，服务了国内九成主流汽车品牌、 八成头部券商、八成系统重要性银行、八成头部咖啡茶饮品牌、七成985高校、9家全球出货排名前十的 手机厂商等，为人们的生活和学习工作创造更好的体验。 火山引擎表示，将与中央广播电视总台携手，用AI云技术点亮千家万户的团圆时刻，共赴一场科技与 温情交融的新春之约。 作为字节跳动旗下的云和AI服务平台，火山引擎在过去5年为抖音的春晚直播提供技术支撑，并圆满支 持了抖音在2021年总台春晚的703亿次红包互动，展现了超高并发的承载能力、极致弹性与稳定性。 随着人工智能时代到来，火山引擎构建以大模型为核心的AI云原生架构，快速成长为中国公有云大模 型市场份额最高的AI云服务商。 12月28日，中央广播电视总台《2026年春节联欢晚会》分会场发布。活动现场宣布，火山引擎成为2026 年春晚独家AI云合作伙伴。基于业界前沿的多模态大模型和云计算技术，火山引擎将深度参与到总台 春晚节目、线上互动和视频直播中，以科技之力为这场全球华人的团圆盛宴添彩。 中央广播电视总台总经理室党委书记任学安与火山引擎副总裁兰杰发布合作。 ...

12月28日，中央广播电视总台《2026年春节联欢晚会》分会场发布。活动现场宣布，火山引擎成为2026年春晚独家AI 云合作伙伴。基于业界前沿的多模态大模型和云计算技术，火山引擎将深度参与到总台春晚节目、线上互动和视频直 播中，以科技之力为这场全球华人的团圆盛宴添彩。 火山引擎表示，将与中央广播电视总台携手，用AI云技术点亮千家万户的团圆时刻，共赴一场科技与温情交融的新春 之约。 财经频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 作为字节跳动旗下的云和AI服务平台，火山引擎在过去5年为抖音的春晚直播提供技术支撑，并圆满支持了抖音在 2021年总台春晚的703亿次红包互动，展现了超高并发的承载能力、极致弹性与稳定性。 随着人工智能时代到来，火山引擎构建以大模型为核心的AI云原生架构，快速成长为中国公有云大模型市场份额最高 的AI云服务商。 据火山引擎披露，豆包大模型最新的日均调用量已达到63万亿Tokens，服务了国内九成主流汽车品牌、八成头部券 商、八成系统重要性银行、八成头部咖啡茶饮品牌、七成 985 高校、9 家全球出货排名前十的手机厂商等，为人们的 生活和学习工作创造更好的体验。 图：中央广 ...

Group 1 - The core viewpoint of the news highlights the significant growth and commercialization potential of AI applications in China, particularly with the announcement of Volcano Engine as the exclusive AI cloud partner for the 2026 Spring Festival Gala [1] - The Zhongzheng Artificial Intelligence Theme Index (930713) increased by 0.66%, with notable stock performances from companies such as Tuowei Information (up 9.80%) and Cambrian (up 5.86%) [1] - The AI ETF (512930) also saw an increase of 0.88%, indicating a positive market sentiment towards AI-related investments [1] Group 2 - The Zhongzheng Artificial Intelligence Theme Index comprises 50 listed companies that provide essential resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 63.92% of the total index weight, with companies like Zhongji Xuchuang and Hikvision among the leaders [2] - The AI ETF has various connection options for investors, including multiple classes of funds for different investment strategies [2]

Investment Rating - The industry investment rating is "Outperform the Market," indicating that the industry index is expected to perform better than the benchmark index over the next 6-12 months [34]. Core Insights - Tesla's FSD v14 has passed the "physical Turing test," marking a significant milestone in the practical application of AI in smart driving. This version enhances the system's ability to recognize emergency vehicles and obstacles, and introduces real-time navigation and path planning features [10][12]. - Samsung is advancing towards a fully self-developed mobile GPU, with plans to integrate its own architecture into future chips, aiming to establish a complete edge AI product ecosystem [13][15]. - Volcano Engine has launched an AI-native cloud solution for the gaming industry, which is expected to drive innovation and efficiency across the entire game development lifecycle [17][19]. Summary by Sections Smart Driving - Tesla's FSD v14 has been recognized for its advanced capabilities, including improved recognition of emergency vehicles and dynamic path planning, which signifies a shift from experimental to practical applications in smart driving [10][12]. - Companies to watch in the smart driving sector include Horizon Robotics, Black Sesame Intelligence, and various Robotaxi firms [3]. Semiconductor and AI - Samsung's new Exynos 2600 chip, developed using 2nm technology, represents a significant step towards self-sufficiency in chip design, with plans to expand its GPU applications beyond smartphones to include AI-specific chips [13][15]. - The shift to self-developed GPUs is expected to enhance Samsung's control over product differentiation and innovation in AI applications [15]. Gaming Industry - Volcano Engine's AI-native cloud solution is being adopted by over 80% of leading gaming companies, facilitating innovation in game creation, development, and operation [17][19]. - The company aims to provide a comprehensive support system for partners, enhancing their delivery capabilities and market competitiveness [18][19].

Core Viewpoint - Kuaikan Manhua has launched a new content format called AI Interactive Comics, integrating AI technology with character interactions to explore a novel comic experience [1] Group 1: Technology Collaboration - Major technology partners include Tencent Cloud, Alibaba Cloud, and Volcano Engine, providing essential support for the new AI-driven comic format [1] - MiniMax, a Shanghai-based unicorn company, is a core technology partner, supplying video and voice generation model support through its self-developed multimodal large model [1] Group 2: User Experience - The new format allows comic characters to "move and speak," creating a more natural interaction experience for readers [1] - Industry experts believe this exploration of comic experiences will enhance reader immersion by enabling characters to respond emotionally [1]

Core Viewpoint - The article discusses the innovative AI companion interactive comics launched by Kuaikan, which integrate AI into existing comic narratives, allowing users to engage deeply with characters and stories, addressing common issues in current AI companion products [11][54]. Group 1: Product Features - The AI companion product allows users to "soul travel" into comic worlds, interacting with characters in real-time, thus altering the ongoing story [6][8]. - Unlike traditional AI companions that require users to create character backgrounds, this product embeds AI into established comic characters, providing a richer interaction experience [10][26]. - Users can engage in daily conversations with characters that are contextually relevant to the ongoing story, enhancing the depth of interaction [31][32]. Group 2: User Engagement - The new format appeals to two user groups: those tired of mechanical AI interactions and core comic fans seeking deeper character engagement [13][56]. - The product has shown a 50% increase in user retention compared to traditional comics, indicating a shift towards a more social and engaging relationship with characters [56]. Group 3: Technical Collaboration - Kuaikan collaborates with various AI companies to enhance the interactive experience, ensuring that the AI can respond accurately within the narrative context [62]. - The integration of multiple AI technologies supports character interactions and dialogue generation, creating a more immersive experience for users [64]. Group 4: Financial Performance - During the testing phase, the new product saw a nearly threefold increase in weekly paid subscriptions compared to traditional reading products, with a 130% rise in average weekly user spending [65].

12月26日，智驱科研.赋能未来——AI4S创新论坛在北京隆重召开。活动从垂域大模型到多Agent科研提效的全栈AI for Science平台，聚焦化工材料、生物医 药核心科研需求，构建"领域模型+科研支撑"的智能化服务体系。北京市科学技术委员会、中关村科技园区管理委员会、石景山区政府及抖音集团、枫清科 技等多家企业代表出席此次大会。 石景山区AI for Science平台上线发布仪式在会议期间圆满举行，该平台由枫清科技携手火山引擎联合打造，以AI驱动科研机构与企业的科研效率革新，降低 科研门槛。 同时，AI+新材料联合实验室在大会上正式揭牌，该实验室由中化数智、吉林大学、火山引擎及枫清科技联合成立，旨在用智能化方式实现新材料的研发以 及产业落地闭环，培养更多具备交叉学科背景的创新型人才。 AI+新材料联合实验室揭牌仪式 会上，枫清科技创始人兼CEO高雪峰发表"AI4S：从技术赋能到生态共生，驱动科研新范式"主题演讲，分享了枫清科技如何通过科研垂域模型训练与蒸馏， 通用科研智能体以及科研场景智能体的开发，实现AI+科研实践落地。高雪峰表示："我们通过将AI+新材料联合实验室的成果汇入石景山区AI for ...

Core Insights - The global AI industry is undergoing a significant transformation, particularly in the Model as a Service (MaaS) sector, with a notable shift in the competitive landscape between China and the U.S. [1] - Chinese companies like Alibaba Cloud and Volcano Engine are rapidly closing the gap with U.S. giants such as OpenAI and Google Cloud in the MaaS market [1][2] Market Dynamics - As of October 2025, the daily average token usage for major MaaS providers is as follows: OpenAI at approximately 70 trillion, Google Cloud at 43 trillion, and Volcano Engine at over 30 trillion [3] - By the end of December 2025, Volcano Engine's daily token usage surged to 50 trillion, surpassing Google Cloud's previous levels [2][3] - The MaaS market is projected to grow tenfold in the coming year, driven by explosive growth in the Chinese market [2] User Segmentation - The user base for MaaS services is predominantly composed of individual users (80%), but enterprise users account for 80% of the token consumption [3] - The early growth of MaaS services was primarily in the consumer sector, but the enterprise market is rapidly emerging [2] Competitive Landscape - Chinese companies are achieving significant advancements in specific AI applications, such as video generation, where they are competitive with global counterparts [4][5] - The gap in foundational large language models remains, with U.S. companies like OpenAI having a head start [5] Strategic Approaches - Chinese firms are shifting focus from pure parameter competition to creating user-friendly, efficient, and commercially viable service ecosystems [5][6] - The MaaS market in China is characterized by a collaborative approach among local firms, aiming to expand the overall market rather than compete against each other [6] Differentiated Development Paths - The U.S. model emphasizes computational power and general large models, while the Chinese approach focuses on application, deployment, and industry penetration [6] - The market concentration in large models is expected to narrow down to a few key players, while smaller models tailored for specific industries are anticipated to see significant growth [6] Business Model Evolution - The MaaS pricing model is evolving from a token-based system to a more value-driven "Agent as a Service" model, allowing clients to purchase specific AI solutions [6] - This shift is expected to expand the MaaS market into the broader Business Process Outsourcing (BPO) sector, which is valued in the trillions [6] Challenges Ahead - The foundational large model sector still presents challenges due to existing technological barriers established by early movers like OpenAI [7] - Addressing concerns regarding the neutrality of Chinese MaaS platforms, especially those linked to large internet companies, remains a critical issue for the industry [7]

Group 1 - Lenovo announced the upgrade of Tianxi AI to version 3.5, transitioning from an "AI assistant" to an "AI teammate" with closed-loop execution capabilities [1] - The Tianxi AI ecosystem has surpassed 280 million monthly active users, with over 70% of users aged between 18 and 34, and a distribution volume expected to exceed 4 billion by 2025 [1] - Lenovo launched the "Tianxi AI Ecosystem Intelligent Body Pilot Program" in collaboration with Volcano Engine, offering developers 100 million token vouchers and committing to 100% profit sharing for the next 12 months [1] Group 2 - The value measurement standard for intelligent agents is shifting from SEO to GEO, indicating a change in traffic distribution based on user intent understanding and task delivery [2] - Lenovo is building infrastructure including A2A collaboration protocols and TAP payments to create a complete commercial closed loop from intent understanding to task delivery [2] - The newly released Tianxi AI 3.5 features upgrades in personalized memory, multi-agent collaboration, and interaction experience, with future plans for Tianxi AI 4.0 to possess deep cognitive abilities and cross-application resource scheduling [2] Group 3 - Lenovo will showcase at CES 2026 on January 7, 2026, alongside industry leaders from NVIDIA, Intel, and AMD to discuss the future direction of AI PCs and industry innovation [3]

Group 1: JD's Year-End Bonus Plan - JD announced its 2025 year-end bonus plan, with an average of 25 months' salary for employees in the procurement and sales departments, with no upper limit [1] - Employees with an A+ performance rating will receive a year-end bonus equivalent to 10 times their monthly salary, totaling 22 months' salary; A-rated employees will receive 9 times, totaling 21 months' salary; B+ rated employees will receive 7 times, totaling 19 months' salary [1] - In departments that achieved a 20-month salary earlier this year, B+ rated employees will receive 8 times their monthly salary, totaling 20 months' salary, while A+ rated employees will receive 12 times, totaling 24 months' salary [1] Group 2: Meituan's "Safe Beauty" Initiative - Meituan's "Safe Beauty" initiative has verified over 12 million instances, with 9 million occurring this year alone [2] - The initiative has expanded to cover 140 cities and 2,500 institutions, with 772 new institutions added this year [2] - A new version of the MINI verification device has been mass-produced and deployed in over one-third of partner institutions [2] Group 3: Qianwen App's User Growth - Qianwen App achieved over 40 million monthly active users (MAU) and over 19 million weekly active users (WAU) within just 30 days of its public testing [3] - The app was launched on November 17 and has integrated with Gaode, enhancing its local service capabilities [3] Group 4: Shifang Ronghai Pear Blossom Education's Membership - Shifang Ronghai Pear Blossom Education has been approved as a member of the Ministry of Industry and Information Technology's AI Standardization Technical Committee [4] - The committee is responsible for standardizing AI technology in areas such as assessment testing, operation and maintenance, and application development management [4] Group 5: SHEIN's Smart Industrial Park Completion - SHEIN's Bay Area West Smart Industrial Park in Guangdong has been completed with a total investment of 3.5 billion yuan and a building area of over 600,000 square meters [5] - The park includes a smart sorting center and order distribution center, along with employee facilities and 14 double-layer logistics warehouses [5] Group 6: BYD and Volcano Engine Collaboration - BYD and Volcano Engine have announced a deep collaboration in the smart cockpit sector, integrating the Doubao large model into BYD's DiLink system [6] - The collaboration covers various aspects including voice interaction, content recommendation, and travel services across all of BYD's brands [6] Group 7: Zhongwei Co. and Xinwanda's Strategic Agreement - Zhongwei Co. has signed a strategic cooperation framework agreement with Xinwanda to develop solid-state battery materials [7] - The agreement outlines a preliminary framework for collaboration, with specific cooperation details to be formalized in future agreements [7] Group 8: Financing Updates - FenYinTa Technology has secured nearly 100 million yuan in Series A financing, focusing on AI applications in elder care and home security [9] - Deep Blue Automotive has completed a C round financing totaling 6.122 billion yuan, with investments from Chang'an Automobile and others [10] Group 9: Industry Developments - Shanghai is establishing a national 6G comprehensive experimental base to promote 6G technology research and development [11] - Guangzhou has released its first special support policy for the gaming and esports industry, with a maximum annual financial support of 10 million yuan per enterprise [12] - Brazil is considering implementing visa exemptions for Chinese tourists, aiming to strengthen ties with its largest trading partner [13]