12月9日，美国总统特朗普通过社交媒体发声，称将允许英伟达向中国"经批准的客户"出口H200人工智能芯片。这一政策调整，还附带了特殊条件——相 关销售收入的25%需上缴美国政府。 消息引发全球科技界与市场的广泛关注，市场纷纷猜测，美国是要放松对华高科技产品出口了？ 客观来讲，作为H100芯片的升级版，H200芯片的单卡性能比此前获准对华出口的H20芯片（仅为H100算力的80%）性能更优，可以缓解中国AI产业的算 力瓶颈。 但美国突然松口还得全面看。中国外交学院外交学系教授苏浩分析，美国此次政策调整，是商业利益与政治图谋共同作用的结果，"一方面英伟达离不开 中国市场，一方面美国仍不想放弃遏制中国芯片产业发展。" 中国已是全球最大的芯片消费市场，英伟达等美国科技企业当然心知肚明。数据很能说明问题：中国市场曾为英伟达贡献了超170亿美元的年收入，但美 国的出口限制已导致英伟达对华芯片销售陷入停滞。今年11月，英伟达CEO黄仁勋就坦言，"我预测英伟达在中国市场的销售额将为零。下一季度为零， 再下一季度还是零"。 英伟达官网 新华社 发 1 这次美国突然对H200芯片"松绑"，还留了一手。苏浩说，美国最先进芯片的对华 ...

2025年12月9日，中关村科金与甲子光年联合主办、华为云深度参与的"超级连接·智见未来"EVOLVE 2025大模型与智能体产业创新峰会在北京隆重举行。本 次峰会汇聚了500余位重磅嘉宾，涵盖金融、工业、汽车、零售、交通等重点行业代表，以及知名院士、顶尖产业智库与海外AI权威专家，各方齐聚一堂， 围绕企业级智能体的产业实践展开深度交流与经验分享。 华为云秉承共创、共享、共赢的生态理念，坚持以能力为核心，全方位支持伙伴能力构建与商业发展，为生态合作伙伴提供能力共建、人才共育、商机共 享、合作共赢等全流程一体化服务。华为云将持续深耕"黑土地"技术底座，携手中关村科金及更多生态伙伴，推动千行万业智能化转型高质量落地，为数字 经济产业升级注入强劲动力。 华为云生态发展部部长介绍，华为云与中关村科金的合作基于共同的生态理念，迅速展开多维度的密切协同。合作初期聚焦智能客服场景，随后依托中关村 科金旗下得助大模型平台等技术能力，逐步拓展至更多行业场景，并联合开展多项客户对接与解决方案推广活动。 中关村科金总裁喻友平围绕企业智能体赋能新质生产力跃迁主题，分享了中关村科金的最新思考和实践。他认为，从互联网、移动互联网到人工智 ...

【大河财立方 记者 王鑫 文 朱哲 摄影】一直以来，河南对民营企业和民营企业家培训工作高度重视。全省民营企业培训攻坚行动特别是新时代中原民营企 业家"百千万"培训计划实施以来，有哪些主要举措和成效？ 12月15日，省政府新闻办召开2025河南省民营经济高质量发展系列第六场新闻发布会，河南省工商联党组成员、副主席王敏就以上问题回答了记者提问。 王敏表示，省委、省政府高度重视民营经济人士健康成长工作，省委统战部、省工商联站位提升河南民营企业家整体素质，始终将民营企业家培训作为促 进"两个健康"的重要抓手，大力实施民营企业培训攻坚行动，以中原民营企业家"百千万"培训计划为主要抓手和工作载体，坚持高位推动、系统谋划、分类 施策、机制保障、有效覆盖，形成"高端引领、专题突破、普惠覆盖"的培训格局，共培训领军型、创新引领型、潜力发展型民营企业家2.2万多名，为我省 民营经济高质量发展提供坚实的人才支撑和智力保障，被中央统战部、全国工商联评为"实践创新成果"予以充分肯定。 从具体举措来看，主要围绕四方面：一是做强高端培训，突出"创新引领"；二是做实专题培训，坚持"精准滴灌"；三是拓展普惠培训，力求"有效覆盖"；四 是健全机 ...

Core Insights - The article discusses NVIDIA's unique management structure under CEO Jensen Huang, who directly oversees a team of 36 executives, down from a peak of 55, emphasizing a flat organizational model that enhances information flow and decision-making efficiency [1][16][18]. Group 1: Management Philosophy - Huang believes that "information is power," requiring each executive to access firsthand information to accelerate decision-making and innovation [2][9]. - He has established a rule of "no proactive one-on-one meetings" to prevent information silos, but is always available for immediate communication when requested [2][10]. - This management style contrasts sharply with other tech leaders like Mark Zuckerberg and Elon Musk, who maintain smaller, more traditional management teams [5][7]. Group 2: Team Composition - Huang's direct reports include a mix of long-time veterans and industry experts, forming a diverse team that drives NVIDIA's success across various sectors, including GPUs, AI, and automotive chips [18][20]. - The core team consists of founding members and early contributors who have been integral to NVIDIA's growth from a small startup to a multi-trillion-dollar company [21][22]. Group 3: Key Executives - Chris Malachowsky, co-founder, focuses on core technology strategy and has over 40 years of experience in the semiconductor industry [25][30]. - Dwight Diercks, a long-serving executive, has been pivotal in developing software for NVIDIA's GPU and AI platforms [33][34]. - Jeff Fisher, responsible for the GeForce business, has played a crucial role in establishing NVIDIA's dominance in the gaming market [37][40]. Group 4: Technical Leadership - Bill Dally, NVIDIA's Chief Scientist, is known for his contributions to parallel computing and has been instrumental in the company's transition to a computing-focused entity [60][61]. - Michael Kagan, CTO, integrates networking technology with GPU capabilities, enhancing NVIDIA's data center solutions [68][71]. - Ian Buck, a pioneer in GPU computing, oversees NVIDIA's data center business and has been influential in developing the CUDA platform [77][80]. Group 5: Business Operations - Colette Kress, CFO, has been crucial in balancing R&D investments with profitability, helping NVIDIA achieve significant revenue growth [118][122]. - Jay Puri, responsible for global business development, has expanded NVIDIA's market presence across various sectors [126][130]. - Debora Shoquist, EVP of Operations, has restructured NVIDIA's supply chain to meet increasing demand for GPUs [138][143]. Group 6: New Ventures - Howard Wright, responsible for the Inception startup program, brings a unique background from sports and technology to foster innovation [199][205]. - Wu Xinzhou, overseeing automotive business, leverages his experience in autonomous driving to enhance NVIDIA's market position in this sector [213][220]. - Alexis Bjorlin, leading the DGX Cloud initiative, focuses on providing AI cloud services, marking NVIDIA's shift towards a service-oriented model [224][230].

华为副总裁、交通智慧化军团CEO马悦 华为副总裁、交通智慧化军团CEO马悦受邀出席大会，并在开幕式上发表主题演讲，围绕物流与仓储智 慧化转型升级与产业创新，分享了华为最新思考与行业观点。 以下为演讲精华 12月11日，2025（第二十三届）物流企业家年会在云南玉溪举行。本届年会汇聚中国物流与供应链领域 的权威专家、学者及领军企业代表，围绕"构筑开放新高地 共绘物流新蓝图"主题，深入总结物流业数 字化转型的标杆实践与创新成果，系统研判新发展格局下物流产业面临的新机遇与新挑战，前瞻性探讨 大模型、智慧供应链等前沿技术驱动的产业升级路径，为构建现代化物流体系、推动行业高质量发展提 供战略思考与实践指南。 实现这一转变，关键在于构建系统化的AI工程能力，包括价值场景的精准遴选、开发范式的科学选 择、AI架构的顶层设计，以及覆盖数据与模型的全链路工程体系。通过推动人工智能技术与业务场景 的深度融合，持续将AI能力转化为运营效率提升、成本优化与服务体验升级，从而推动物流从"依赖人 工"向"智能驱动"的模式转化。 第三，面向行业数智化转型的长期需求，华为将持续深化在物流领域的战略投入。 我们将深耕物流与仓储领域，围绕物流基 ...

卫蓝新能源的故事始于顶尖的科研背景，其技术路线选择也体现了务实的风格——专注于氧化物电解质 路径，并率先实现了半固态电池的装车应用。与仍需攻克界面阻抗、成本高昂的全固态硫化物路线相 比，这条路径被普遍认为是当前产业化的"最优解"。蔚来ET7搭载的150度半固态电池包，续航超1000 公里，便是其技术实力的证明。 然而，这种务实恰恰也折射出全固态电池面临的巨大技术鸿沟。行业内普遍认为，当前所谓的"固态电 池"大多处于"半固态"或"固液混合"状态，液态电解质的含量仍在7%-8%左右。 卫蓝新能源与巴斯夫最新发布的"全固态电池包"，虽宣称从根源上消除液态电解质隐患，但其大规模量 产能力和长期循环可靠性，仍有待时间验证。正如专家指出的，固态电池产业化的核心难题——固固界 面的接触阻抗和长期循环下的稳定性——远未得到根本解决。 中国证监会官网上的一则简短备案公告，再次点燃了资本市场对固态电池的热情。 估值高达185亿元的行业"独角兽"卫蓝新能源，正式踏上了创业板IPO的征途。头顶中科院物理所的光 环，身后站着小米、华为、蔚来等豪华资本天团，卫蓝新能源的上市看似一场即将到来的资本盛宴。 然而，在这条被誉为下一代电池技术、 ...

Core Insights - The rapid development of generative AI and large model technology has led to the large-scale application of digital humans, which are becoming a core vehicle for connecting virtual and real worlds and driving industrial intelligence upgrades [1] - The AI digital human market in China is expected to exceed 80 billion yuan by 2025, with a compound annual growth rate of over 60% [1] - Digital humans can provide standardized services 24/7, significantly reducing labor and operational costs while enhancing user experience through multimodal interaction [1] Company Analysis 1. ZITZO - ZITZO is a leader in real-time interactive digital humans, focusing on AI commercial applications with a mission to support enterprise AI upgrades [2] - The company has served over 300 Fortune 500 and leading industry enterprises, establishing strong barriers in high-security fields such as healthcare and finance [2] - Key advantages include a rapid 0.8-second response time, full-stack private deployment, cost-effective solutions, and deep industry customization capabilities [3] 2. Baidu Xiling Digital Human - Baidu Xiling leverages the Wenxin large model and AI full-stack technology, focusing on finance, government, and media [2] - The platform offers integrated solutions from image generation to intelligent interaction, with strong semantic understanding and multimodal generation capabilities [3] 3. Huawei Cloud MetaStudio Digital Human - Huawei Cloud provides a cloud-based digital human production line, emphasizing high fidelity and low latency in 2D/3D digital human generation [2] - The service supports high concurrency and stable deployment, with industry-standard solutions in government, education, and industrial sectors [3] 4. Tencent Cloud Zhiying Digital Human - Tencent's digital human platform integrates with the WeChat ecosystem, focusing on e-commerce live streaming, media dissemination, and online education [2] - Key features include ecological integration, template-based content creation, and high concurrency support for large-scale live interactions [3] 5. iFLYTEK AI Virtual Human - iFLYTEK focuses on education, customer service, and cultural tourism, providing highly realistic voice interaction and support for multiple dialects [2] - The company is recognized for its leading voice technology and has implemented virtual teacher and smart classroom solutions across numerous schools [3] Vendor Selection Guidelines - Companies should prioritize vendors with self-developed large models, algorithm registration, and full-chain technical capabilities to ensure data security and business autonomy [6] - It is essential to verify the vendor's benchmark cases in target industries, focusing on delivery cycles, user satisfaction, and effectiveness data [5] - Evaluating whether the product covers the entire process from image generation to multi-end deployment and supports deep customization is crucial [6] - Understanding the pricing model and calculating the total cost of ownership (TCO) is necessary to avoid hidden fees [7] Conclusion - Selecting a digital human vendor is essentially choosing a long-term, trustworthy AI strategic partner, focusing on technology safety, business alignment, and transparent costs [8] - ZITZO stands out with its rapid response, full-stack private deployment, deep industry customization, and cost-effective structure, making it a differentiated choice for enterprises with high standards for data security and interaction experience [8]

（文章来源：每日经济新闻） 每经AI快讯，12月15日，华为官方宣布，将于12月22日举行nova 15系列及全场景新品发布会，届时， 华为nova 15系列、平板、穿戴、鸿蒙智家新品将同台亮相。官方披露的预热海报显示，华为nova 15系 列外观全面焕新，后摄采用横向耀目双环设计，由易烊千玺代言。据悉，影像及性能也将迎来大升级。 ...

Group 1: Industry Overview - The computer industry has shown steady revenue growth and improved profit margins, with total revenue reaching 939.34 billion yuan in the first three quarters of 2025, a year-on-year increase of 9.4% [11] - The software development sub-industry has seen significant profit improvements, while the computer equipment sub-industry remains relatively high in terms of market sentiment [11] - The industry has experienced a volatile upward trend since the beginning of 2025, with the computer industry index rising by 18.54% as of November 28, 2025, outperforming the CSI 300 index by 3.5 percentage points [18] Group 2: Algorithm and Applications - The global landscape of large models is rapidly evolving, with significant competition among closed-source models from companies like Google, Anthropic, and OpenAI, while domestic open-source models like Kimi K2 and MiniMax-M2 maintain a leading position [27][30] - The focus of large model applications is shifting towards programming, enterprise services, and office productivity tools, indicating a convergence in the market [42] - The integration of multi-modal capabilities and AI agents is becoming a competitive focal point in the large model market, expanding the boundaries of model tasks [32][34] Group 3: Computing Power - The AI computing power market is experiencing high demand, with the global AI server market projected to grow at a CAGR of 15.5% from 2024 to 2028, while China's market is expected to grow at a CAGR of 30.6% during the same period [10] - The domestic AI computing power chip industry is poised for growth due to strong policy support and increasing downstream demand, with a clear trend towards self-sufficiency [10][22] Group 4: Intelligent Driving - The penetration rate of Navigate on Autopilot (NOA) features is increasing, indicating a rapid commercialization of the intelligent driving industry in China, with the market size expected to exceed 300 billion yuan by 2030 [4] - Major players like Tesla and Xpeng are advancing their intelligent driving technologies, with significant updates and new model releases enhancing their market positions [4][5] Group 5: Investment Recommendations - The report maintains a "stronger than market" rating for the computer industry, highlighting investment opportunities in AI computing power, algorithms, and intelligent driving sectors [5] - Specific stock recommendations include companies like Zhongke Chuangda, Haiguang Information, and Industrial Fulian in the AI computing power segment, and companies like Daotong Technology and Kingsoft Office in the AI algorithm and application space [5][6]

来源：环球网 12月12日，第六届中国人工智能大赛配套论坛在厦门成功举办。本届大赛由国家互联网信息办公室、公 安部指导，国家信息中心及相关领导出席会议并致辞，肯定了大赛及配套论坛在搭建交流平台、促进产 业协同中的重要作用。 在主论坛分享环节，由中国工程院院士沈昌祥领衔，华为、科大讯飞、国投创新院、阿里云等知名企业 及科研机构的专家代表，围绕人工智能技术创新、算力底座、智能体等关键议题分享前沿观点。两场主 题论坛与项目路演同期举行，打造大赛成果转化新通道。人工智能安全治理论坛聚焦AI安全与治理相 关热点，发布人工智能安全基准、2025年第二批人工智能安全测评结果等重要成果，邀请百度、阿里巴 巴等头部企业安全专家和中国电信人工智能研究院、奇安信等获奖团队代表现场分享行业前沿技术与实 践案例；人工智能创新发展论坛围绕新质生产力培育、具身智能落地、行业场景创新等方向，通过主题 分享与圆桌讨论，全方位拆解 AI 技术与行业融合的难点、痛点，展望人工智能技术发展趋势与跨领域 应用前景，为产业创新发展注入新动能。项目路演活动吸引大赛获奖团队、基金公司以及厦门相关企业 代表参加。厦门市招商办、市财政局现场就厦门市招商政策和" ...