还有一个多月的时间，2026年春节跫然将至，想必每位回乡的年轻人依然不仅会遭遇亲戚们的"灵魂三问"，还会被动裹挟成为春晚的亿万观众之一。 《春节序曲》的旋律响起，一年中最具仪式感的时刻就此降临。 不知道会是宇树还是智元，哪家企业的机器人最终能和豆包同台献技，据传闻，那也是个亿元量级的独家合作。 一边是代表着未来十年甚至更远生产力的 AI大模型、具身智能；另一边，是那个几十年如一日、被视为旧世界流量代表的央视春晚。 这种强烈的视觉错位，让我产生了一种巨大的割裂感。 图片由AI生成 在我们的惯性认知里，新技术的爆发往往伴随着对旧秩序的颠覆。它们本该出现在科技展台上，出现在我们的手机或智能眼镜中，出现在科技博主的测评视 频里，或者出现在工程师代码库中。然而现实却是，这些站在科技金字塔尖的新生产力，不仅没有对旧流量不屑一顾，反而像饥渴的猎人一样，投入巨资争 先恐后地挤进这个传统得不能再传统的舞台。 电视机上挂着的中国结，语言节目的尬笑，雨露均沾的明星合唱和强行煽情的小品，构成了一种难以言说的文化图景。 除此之外，你还将会看到刚刚宣布成为2026年春晚独家AI云合作伙伴的火山引擎在这场最大的合家欢中上演一场精心策划的技 ...

作者 | 凌敏 对于普通人而言，音视频算得上是最"接地气"的技术——不需要具备专业背景，就能直观地感受到技术能力高低带来的体验层面的差异。比如，观看世界 杯直播，模糊的画面、明显的延迟、卡顿的互动，都能直接影响球迷观看体验。 在移动互联网时代，人们对于音视频技术的要求其实很简单，就是"看得清、看得爽"。这也是火山引擎视频云能够在这一时期杀出重围的关键——火山引 擎将抖音在亿级 DAU 场景下长期打磨和验证的能力，封装成一系列解决方案，向业界输出"抖音同款"的音视频能力，重点解决画质、时延、稳定性和大 规模分发问题，为用户带来更高清、更实时、更沉浸的视频体验。 核心引擎：AI MediaKit 将"王牌"原子能力引入大模型 在过去，传统媒体工具套件的核心是媒体数据处理与服务的技术集合，这套经典能力长期用于开发音视频播放或录制的各类功能。但在 AIGC 时代，媒体 价值链路被重新定义，内容不再只是拍摄、播放，而是生成、分析、理解、消费；用户也不再只是观看，而是通过自然语言、语音、图像等方式参与交 互。 这也是为什么，火山引擎视频云选择将经典能力升级为 AI MediaKit——作为面向 AI 云原生时代的极致效率 ...

Core Viewpoint - The company GaoWeida has confirmed its partnership with Huoshan Engine, indicating a business collaboration that has not significantly impacted its current performance [2] Group 1 - GaoWeida responded to investor inquiries on an interactive platform, clarifying its role as a partner of Huoshan Engine [2] - The business relationship between GaoWeida and Huoshan Engine exists but has not had a major effect on the company's current financial results [2]

Group 1 - Volcano Engine will become the exclusive AI cloud partner for the 2026 Spring Festival Gala, with ByteDance's AI assistant Doubao also involved [1] - Douyin has previously served as the exclusive interactive platform for the Spring Festival Gala in 2019 and 2021, offering significant cash rewards during these events [2] - The AI industry has rapidly developed over the past three years, with AI assistant products potentially becoming the next major entry point for user growth [2] Group 2 - WeChat has debunked rumors that clicking on live stream links could lead to account theft, confirming that their security mechanisms are intact [3][5] - Kuaishou reported a black market attack on its platform, which is currently under urgent repair and has been reported to the authorities [5] Group 3 - Xiaohongshu has faced criticism for inadequate information review and regulatory oversight, particularly regarding the blocking of media content without explanation [6][8] - The Cultural and Tourism Bureau of Lijiang has called for Xiaohongshu to strengthen its information review responsibilities, citing issues with false content harming businesses [8] Group 4 - Apple is set to allow third-party headphones to receive notifications and pair with iPhones more easily, following the EU's Digital Markets Act [9][11] - These features will be tested by third-party manufacturers and are expected to be fully available in Europe by 2026 [11] Group 5 - Yingshi has reported a significant number of malicious attacks against its drone product, leading to legal action and a reward for information on the perpetrators [14] - The company has documented over 2,500 instances of false information targeting its product, which has been linked to competitive sabotage [14] Group 6 - Novo Nordisk's oral version of the weight loss drug semaglutide has received FDA approval and will be available in the U.S. starting January [19][20] - This marks the first approval of an oral GLP-1 weight loss drug globally, with significant market potential projected for oral weight loss medications by 2030 [19][20] Group 7 - The control of the listed company Read Culture is set to change hands, amid ongoing controversies involving its founders [21][22] - The company has faced challenges due to the decline of traditional book sales and increased competition from short video platforms [22] Group 8 - New regulations for live-streaming food sales are set to be implemented to enhance food safety oversight in the e-commerce sector [23][24] - The regulations will specify prohibited food categories and establish compliance requirements for live-streaming marketers [24]

高伟达（300465.SZ）12月24日在投资者互动平台表示，高伟达为火山引擎的合作伙伴。双方有业务合 作关系，但该业务并未对当期业绩产生重大影响。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：贵公司和火山引擎的合作在继续吗？ ...

Core Insights - The global enterprise MaaS market is rapidly growing, with OpenAI and Google Cloud leading in daily token usage, followed by China's Volcano Engine [1][4] - The latest data shows that the daily token usage of Volcano Engine's Doubao model has exceeded 50 trillion, marking a 66.7% increase from October and over tenfold growth year-on-year [4] - The introduction of multimodal models like GPT-5.2, Gemini 3.0, and Doubao 1.8 is expanding application scenarios and enhancing user experience [4][5] Market Position - As of October 2025, OpenAI and Google Cloud are projected to have daily token usage of approximately 70 trillion and 43 trillion, respectively, while Volcano Engine holds a 15% market share with over 30 trillion tokens [1] - Together, these three companies account for 65% of the global MaaS market [1] Growth Drivers - The MaaS services are noted as the fastest-growing and highest-margin AI cloud computing products [4] - Continuous innovation in model structure and hardware optimization is leading to high cost-performance ratios and superior margins compared to traditional IaaS products [4] - The emergence of image and video creation models, such as Nano Banano and Doubao Seedream 4.0, is lowering production barriers and expanding accessibility [5] Future Outlook - Omdia forecasts that the growth rate of the global MaaS market will further accelerate in 2026 as model vendors and cloud providers enhance AI cloud infrastructure [5]

Group 1 - The Force Original Power Conference is a B2B event that emphasizes practical value, attracting significant attendance and indicating the value of Volcano Engine to B-end users [3] - The new Doubao model 1.8 was introduced, designed to enhance multi-modal agent capabilities, optimizing for tool usage and complex command adherence, marking a step forward for AI assistants [4] - Volcano Engine has become a significant player in the AI era, with a reported 49.2% market share in public cloud model service calls in China, indicating its growing influence in the cloud computing landscape [12] Group 2 - The daily call volume for the Doubao model has exceeded 50 trillion, reflecting over tenfold growth compared to last December, with over 1 million enterprises and individuals utilizing its services across more than 100 industries [12] - Doubao consistently ranks at the top of application download charts, showcasing its popularity and the support provided by Volcano Engine [13] - Traditional industries are increasingly adopting AI as a development accelerator, positioning Volcano Engine favorably in the competitive landscape of large models [14]

Core Insights - The 2025 Original Power Conference by Volcano Engine was successfully held in Shanghai, showcasing the strategic partnership and collaborative achievements between Huasheng Tiancai and Volcano Engine in the realm of intelligent transformation for government and enterprises [1] Group 1: Partnership Development - The collaboration between Huasheng Tiancai and Volcano Engine began in 2021 with the application of the Volcano Engine's Feilian product, evolving from addressing global office challenges to a core partnership focused on "technology complementarity, scenario co-creation, and ecological prosperity" [1] - Significant milestones include the launch of the first national L4-level large model high-end data labeling project in Shenyang in September 2025 and the establishment of an AI industry innovation service platform in Wuxi in October 2025 [1] - The partnership has expanded across regions, contributing to various projects such as the "AI + Home" integrated platform in Shanghai and the intelligent entity for intellectual property at the Changshu Market Supervision Administration, demonstrating the logic of "complementary advantages and value co-creation" [1] Group 2: Industry Challenges and Solutions - The deep collaboration effectively addresses key challenges in the intelligent transformation of government and enterprises, particularly in the context of the national "Artificial Intelligence +" initiative [1] - Issues such as technology capability restructuring, delivery model transformation, and ambiguous customer demands have been identified as constraints on industry development [1] - Huasheng Tiancai has a 27-year history in the government and enterprise market, with a service network covering 18 countries and 40 cities, leveraging Volcano Engine's advanced large model and cloud-native technology to create a strong synergy [1] Group 3: AI Ecosystem and Future Directions - During the conference, Huasheng Tiancai showcased solutions like "Bid King" and the community all-in-one digital employee "Huagege," highlighting practical outcomes from the collaboration in the "computing power-data-application" full chain [2] - The partnership aims to deepen collaboration and empower more industry scenarios with AI technology, ensuring that intelligent upgrades benefit global government and enterprise clients [2]

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7] Core Insights - The computer sector experienced a rebound after hitting a low, with an overall decline of 1.08%, ranking 29th among primary industries in the Yangtze River region [2][4] - The report highlights the approval of two L3 autonomous driving models in China, marking a significant step towards mass production applications in smart connected vehicles [21][27] - Ant Group's AI health application "AQ" has been rebranded to "Antifuku," achieving 15 million monthly active users, leading the health management AI application sector [30][34] - The report emphasizes the release of Google's Gemini 3.0 Flash, focusing on cost reduction and commercialization progress in large models [6][51] Summary by Sections Market Performance - The computer sector's trading volume accounted for 6.51% of the total market, with notable activity in vehicle-road-cloud related stocks [2][15] - The Shanghai Composite Index slightly increased by 0.03%, closing at 3890.45 points [4][15] Key Developments - The approval of L3 autonomous driving models positions China as the second country after Germany to allow such vehicles, with specific operational conditions [12][21] - Ant Group's "Antifuku" aims to address user retention and trust issues in healthcare, leveraging a robust network of medical resources [30][34] - The launch of Gemini 3.0 Flash aims to provide advanced intelligence at lower costs, enhancing the competitive landscape in AI [51][63] Recommendations - The report suggests focusing on the commercialization of AI products and the progress of AI agents, particularly in domestic AI chains and computing power chains [6][63] - Continued emphasis on companies with significant positioning advantages in the AI sector is recommended [6][63]

Core Insights - UQI, a subsidiary of UBTECH, has signed a cooperation agreement with ByteDance's Volcano Engine at the FORCE conference to explore the application of large model technologies in humanoid robots, unmanned logistics vehicles, and industrial mobile robots [1] Group 1 - UQI's partnership with Volcano Engine aims to leverage technologies such as VLA and world models for industrial and logistics applications [1] - The signing was represented by UQI's technical partner Yang Jifeng and Volcano Engine's Vice President Yang Liwei [1]