大会还发布了全国十大智能体典型应用案例，覆盖工业制造、智慧城市、健康医疗、金融保险等多个关 键领域，凝聚了行业前沿实践成果，常州国创决策智能技术研究所"Delta Deep Research"、理想工业智 能科技(江苏)有限公司"连山多智能体协作Agent"入选；同期发布江苏省"人工智能+"应用场景案例和常 州市智能体应用场景揭榜挂帅需求清单。此外，国家试点——中国常州城市可信数据空间正式上线，通 过"试技术融合、试场景支撑、试标准验证、试机制建设"，构建覆盖常州、辐射全国的数据基础设施底 座。 当天，随着常州市人工智能智库专家的聘任、中国人工智能学会西太湖创新基地入驻、中国移动 （600941）(常州)OPC社区、常州硅基智能OPC社区及首届中国"人工智能+"创新创业挑战赛同步启 动，常州全维度构筑人工智能发展全要素支撑的产业生态。 本报讯(记者徐维庆)1月4日，2026全国智能体开发者大会暨常州市"人工智能+"工作推进会在西太湖(常 州)人工智能国际社区会展中心举行，推动智造名城常州成为具有全域感知、精准赋能的"城市级智能 体"；同时设立总规模50亿元、首期10亿元的人工智能专项基金，打造全国"智能体+场 ...

Group 1 - The Hong Kong stock market experienced a "good start" in 2026, driven by technology, with the Hang Seng Index rising by 2.0% and the Hang Seng Tech Index increasing by 4.3% [1][2] - The market's upward movement was primarily supported by overseas and local Hong Kong funds, as the A-share market was closed and southbound trading was inactive [1][2] - The IPO market's negative pressure on the secondary market is more of an amplifier in a weak market rather than a direct factor, with specific projects and industry conditions being more influential than the number of listings [1][2] Group 2 - The probability of successful investment in Hong Kong stocks has increased compared to November, with improved market sentiment and liquidity conditions [2][3] - The sentiment index for Hong Kong stocks dropped to 34.5, indicating a pessimistic range but closer to panic levels, suggesting a potential for recovery [2][3] - The first trading day of the year saw a significant increase in sentiment, with the index slightly recovering to 36 [2][3] Group 3 - A balanced allocation strategy is recommended, focusing on technology chains with strong performance expectations and cash flow assets [3] - The energy chain, particularly upstream resources like lithium and copper, is highlighted as a sector with favorable demand and valuation dynamics [3] - The travel chain is identified as a sector benefiting from domestic demand policies, with a focus on leading companies in hotels, airlines, and online travel agencies [3]

Core Insights - The article highlights the increasing integration of AI technology into everyday life, particularly in entertainment and education, marking a shift from the "trial" phase to practical applications in the consumer market [1] Group 1: AI in Entertainment - Interactive robots with emotional engagement capabilities are gaining popularity, providing fun and engaging experiences for children and parents alike [2] - The sales of AI-enabled chess robots demonstrate a strong consumer demand for functional interaction, offering personalized training and analysis that traditional methods cannot match [2] Group 2: AI in Education - AI learning devices are becoming increasingly popular among parents, featuring capabilities such as voice assessment for pronunciation correction and personalized practice plans based on individual weaknesses [3] - The shift from traditional rote learning to AI-assisted learning tools is evident, as parents are willing to invest in products that effectively address their children's educational challenges [3] Group 3: Consumer Electronics and AI - The proliferation of AI technology is driving the upgrade of consumer electronics, with products like smart speakers and AI cameras becoming more accessible and practical for everyday use [4] - The trend of "technology democratization" is making AI products more affordable and practical, with manufacturers offering discounts to encourage adoption [4] Group 4: Challenges and Future Outlook - The industry faces two main challenges: reducing hardware costs to make AI features more accessible and improving the naturalness of product interactions to avoid awkward user experiences [5] - The consumer enthusiasm during the New Year holiday reflects a significant transition of AI technology from concept to application, indicating a potential for further integration into daily life [5]

Core Viewpoint - Baidu, Inc. (NASDAQ:BIDU) has experienced a significant increase in share prices, attributed to its semiconductor subsidiary Kunlunxin's plan to publicly list on the Hong Kong Stock Exchange, which has generated investor optimism [1]. Group 1: Company Developments - Baidu is planning to spin off Kunlunxin (Beijing) Technology Co., Ltd. to separately list its series H shares on the HKEx [2]. - The spinoff proposal has been submitted but is pending approval from the HKEx and the China Securities Regulatory Commission, along with final decisions between Baidu and Kunlunxin [3]. - Following the listing, Kunlunxin will continue to operate as a subsidiary of Baidu [3]. Group 2: Strategic Objectives - The spin-off aims to independently showcase Kunlunxin's value, attract AI chip sector investors, enhance market profile, broaden financing channels, and align management accountability with performance [4]. - This initiative supports Baidu's goal of unlocking the value of its AI-powered businesses [4]. Group 3: Financial Performance - Last year, Kunlunxin secured 1 billion yuan in orders from technology companies supplying to China Mobile, indicating strong demand for its products [5].

事实上，昆仑芯并非横空出世的新玩家。其前身百度智能芯片及架构部自2011年起布局AI芯片，2021年4月份完成首轮融 资并独立运营，首轮估值即达130亿元。截至2025年7月份，公司已完成7轮融资，最新一轮D轮募资2.83亿美元，投后估值攀升 至29.7亿美元（约合210亿元人民币）。四年多时间，估值增长61.5%。 本报记者 袁传玺 2026年1月2日，百度集团股份有限公司（以下简称"百度"）发布公告显示，百度旗下AI芯片子公司——昆仑芯（北京）科 技股份有限公司（以下简称"昆仑芯"）已于2026年1月1日透过其联席保荐人以保密形式向香港联交所提交上市申请表格（A1表 格），申请批准昆仑芯于香港联交所主板上市及买卖。 "当前正是AI芯片行业的战略窗口期。"广州艾媒数聚信息咨询股份有限公司CEO张毅对《证券日报》记者表示，全球大模 型军备竞赛催生了对高性能、高能效AI算力的刚性需求，而政策端对硬科技企业的持续支持，也为昆仑芯这样的核心基础设施 企业提供了绝佳的上市时机。 受IPO消息刺激，百度港股股价于1月2日大涨9.35%，收报143.8港元/股，总市值达3955亿港元。 抢占AI芯片战略窗口期 尽管市场早 ...

Core Viewpoint - Baidu's subsidiary Kunlun Chip has submitted a confidential application for a mainboard listing on the Hong Kong Stock Exchange, which is expected to enhance its market image and allow for independent financing while remaining a part of Baidu's ecosystem [2][28]. Group 1: Listing Announcement and Market Reaction - On January 2, 2026, Baidu announced the submission of Kunlun Chip's listing application, which led to a 9.35% increase in Baidu's stock price, closing at HKD 143.8 per share, with a total market capitalization of HKD 395.5 billion [3][29]. - The announcement followed a series of market rumors about the potential spin-off, which had already caused Baidu's stock to rise by over 5% in early December 2025 [5][31]. Group 2: Company Background and Financials - Kunlun Chip, established in 2021, has evolved from supporting Baidu's internal AI needs to offering a full-stack product line, including chips, servers, and software platforms, with its latest chip, P800, designed for large-scale AI clusters [8][34]. - The company has secured significant contracts, including a major order from China Mobile, and is projected to exceed RMB 10 billion in revenue in 2024, with estimates suggesting revenues could soar to RMB 83 billion by 2026 [11][39]. Group 3: Valuation and Investment Landscape - Despite its strong revenue growth, Kunlun Chip's valuation stands at RMB 21 billion, significantly lower than competitors in the AI chip sector, which often reach valuations in the hundreds of billions [14][40]. - The company has attracted a diverse group of investors, including IDG Capital and BYD, with a total of 44 shareholders, indicating a strategic partnership approach rather than a simple financial investment [17][43]. Group 4: Competitive Landscape and Challenges - The AI chip market is increasingly competitive, with success hinging on building a robust ecosystem rather than just technical specifications. Companies like Nvidia and Huawei have established strong ecosystems that provide them with a competitive edge [19][45]. - Kunlun Chip's focus on cost reduction and replacement rather than market creation may limit its perceived growth potential, affecting its market valuation compared to peers [22][48].

保障工作启动以来，各盟市分公司高度重视，负责人带队深入重保场地视察保障工作准备情况，紧盯基 站扩容、应急部署、人员值守等工作进展。工作团队以"零重大网络故障、零重大网络安全事件、零重 要用户投诉、零负面焦点事件"为目标，全力以赴守护网络畅通。 呼和浩特移动、包头移动在本次跨年活动中保障任务繁重，保障团队运用多项新技术，在重保场景周边 配置5G-A基站，单用户峰值速率可达1.2Gbps以上，较传统5G速率显著提升，充分满足高清直播、万人 并发需求。此外，在呼和浩特新华广场的应急通信保障车上，技术团队成功完成全国首个广域 5G RedCap（轻量化 5G）视联确定性保障方案的现网应用验证，这一突破为大型活动人群密集场景下的实 时监控与网络稳定保障，探索出了一条高效可行的创新路径。 跨年夜当晚，气温低至零下20摄氏度，保障人员始终坚守在各自岗位，他们顶着刺骨寒风，巡检户外基 站设备、实时监测信号强度与网络速率。后台工程师们紧盯屏幕上的各项网络指标，确保视频直播、语 音通话等业务全程流畅。 转自：新华财经 据了解，内蒙古移动累计出动保障人员582人次、保障车辆266辆次，圆满完成跨年夜通信保障任务，彰 显出内蒙古移动 ...

AIPress.com.cn报道 1月4日，网络上出现关于"宇树科技A股上市绿色通道被叫停"的说法。 目前宇树科技CEO王兴兴已辟谣，称此消息几周前已经出现，系有心人恶意编排。 据公开消息，宇树科技成立于 2016 年 8 月，主营泛消费级四足机器人及人形机器人等智能机器人产品。王兴兴为公司法定代表人、控股股东及实际控制 人，通过直接和间接股权合计控制公司约 34.76% 股权。 自成立以来，宇树科技已完成多轮融资，投资方包括中国移动、腾讯投资、阿里巴巴、蚂蚁集团、中信证券、顺为资本等产业资本与财务投资机构。2024 年初，公司完成了近10亿元规模的B2轮融资；同年年底，宇树科技又完成C轮融资交割，由中国移动旗下基金、腾讯、锦秋资本、阿里、蚂蚁以及吉利资 本联合领投，原有股东大多选择继续跟投。 随着融资轮次推进，宇树科技的估值水平也出现明显抬升。多位市场人士透露，公司当前估值已跨过百亿元门槛，部分公开报道指出，其在C轮融资完成 后估值约为120亿元。在具身智能和人形机器人赛道整体升温的背景下，宇树科技正成为资本市场重点关注的头部企业之一。 公开资料显示，宇树科技的上市筹备进程推进迅速。公司于2025年7月正式 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 就 因 本 公 告 全 部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 CHINA MOBILE LIMITED 中國移動有限公司 （根據公司條例在香港註冊成立之有限公司） 股份代號：941（港幣櫃台）及 80941（人民幣櫃台） 海外監管公告 日常關聯交易的進展 本公告乃中國移動有限公司（「本公司」）根 據《香 港 聯 合 交 易 所 有 限 公 司 證 券 上 市 規 則》第13.10B條 而 作 出。 茲提述本公司在上海證券交易所網站刊登的《中 國 移 動 有 限 公 司 關 於 日 常 關 聯 交 易 的 進 展 公 告》，僅 供 參 考。 承董事會命 中國移動有限公司 陳忠岳 董事長 香 港，2026年1月4日 前瞻性陳述 本 公 告 中 所 包 含 的 前 瞻 性 陳 述 不 構 成 亦 不 應 視 為 本 公 司 作 出 的 承 諾。這 些 前 瞻 性 陳 述 涉 及 已 知 和 未 知 的 風 險、不 ...

格隆汇1月4日丨平治信息(300571.SZ)公布，近日，中国移动采购与招标网发布了《中国移动2025年至 2026年绿色多频段基站天线产品（补充采购）集中采购项目_中标候选人公示》，杭州平治信息技术股 份有限公司子公司杭州讯奇信息技术有限公司（简称"讯奇信息"）为上述项目的中标候选人。预中标情 况：讯奇信息为中国移动2025年至2026年绿色多频段基站天线产品（补充采购）集中采购项目的第三中 标候选人。中标含税金额约为人民币5770万元。 ...