"我主要是来滑雪的，抽空聊聊AI。"1月23-25日的2026崇礼论坛上，360集团创始人周鸿祎发布演讲， 先幽默开场，紧接着抛了一个关键论断——2026年，预计全世界至少出现100亿个智能体。 他认为，当前AI正经历"双线进化"，大模型迭代升级的同时，智能体也在快速发展。作为AI能力落地的 关键载体，智能体之所以关键，在于其能够深入理解垂直领域的专业知识，并与人类智力和劳动力高效 协同，从而推动生产力跃迁。 阿里国际数字商业集团副总裁、阿里巴巴设计委员会理事长杨光指出，AI时代，设计师不缺先进生产 力工具。他认为，伴随AI技术能力的涌现，设计师的能力体系也需要变革，技法重要性下降，审美和 工具应用愈发关键。 杨光以自身的跨界创作为例强调，不仅需要与AI协作，更要学会训练出属于自己的AI，让每个人都有 机会成为突破边界的创作者。 面壁智能联合创始人兼CEO李大海表示，模型能力与商业落地必须"两条腿走路"，面壁智能早早锚定端 侧模型与垂直场景，避免与大厂在通用搜索红海正面竞争，加速商业化闭环。 他认为，端侧模型是物理世界AGI的必由之路。 站在2026年的起点展望未来，大模型的竞争，进入拼智能、拼落地效能的深水 ...

完整早报音频，请点击标题下方小耳机收听 【马化腾质疑豆包手机安全性，豆包手机疑回应】 在 1 月 26 日 召开的腾讯公司年会上，腾讯公司 董事局主席马化腾首先发表讲话。马化腾提到，腾讯面对人工智能的机遇，首先思考的还是平台部门 如何跟新的人工智能的投资机会结合。"我们整个动作其实是慢了，一直到 2024 年底，我们的 AI 产 品元宝和混元大模型才转到 CSIG ，他们才开始正式做这个产品。"马化腾还提到了微信生态的 Agent 化。马化腾首先提到了字节和中兴手机联合推出的豆包手机，以及阿里千问接入宣布全面接入 淘宝、支付宝、淘宝闪购、飞猪、高德等阿里生态业务，打通 400 多项功能，他强调，腾讯一贯旗 帜鲜明的反对用黑产外挂的方式把用户的手机和电脑屏幕录屏传到云端，因为这是极其不安全、不负 责任的。 同日晚间， @ 豆包手机助手 发文称："我们理解外界对于手机助手安全与隐私的关注。豆包手机助 手严格遵循用户授权与合规的原则，仅在用户明确授权的前提下调用必要能力。此外，豆包手机助手 在云端处理用户手机屏幕内容时，严格遵循'不存储、不训练'的原则，数据传输过程加密，使用过程 有严格的保护措施，确保用户隐私安全 ...

以下文章来源于泽平宏观商学 ，作者泽平宏观商学 泽平宏观商学 . 前沿科技企业实战研学 读万卷书行万里路 014> 盲盒:头部智能驾驶企业 上午 头部智能驾驶企业 当前正处于从 L2 到 L4 自动驾驶迭代、从汽车向 通用机器人跨越的历史拐点。智驾芯片及解决方案市 场正以接近 50% 的年复合增长率奔向万亿规模。公司 凭借国产替代与技术普惠的双重红利，占据了中国智 驾市场的"半壁江山"。 在物理AI加速落地浪潮与国产替代加速的双重β 下,公司作为国产中大型算力芯片头部企业及具备软 硬一体能力的供应商，推动汽车从"功能"迈向"智 能"，让机器更懂人类，让出行更安全、更自由。 天工机器人:北京人形机器人创新中心 国家战略级平台,定义全栈自主新高度 北京人形机器人创新中心于2023年11月成立,是 国内首个省级人形机器人创新中心，也是国内首家具 身智能软硬件全栈科技公司,全面覆盖人形机器人大 脑、小脑、本体与数据的研发攻关并且构建了良好的 开源生态。 目前已推出自主研发的全国产化"具身天工"系 列人形机器人和"天轶"系列轮式人形机器人，可覆 盖工业制作、特种作业、物流分拣、商业导览等多元 场景,在人形机器人半马、运 ...

Core Insights - The 2024 China Game Industry Annual Conference highlighted significant trends and developments in the gaming sector, including the release of multiple key reports on market trends, youth protection, and mobile gaming [1][3][6] Group 1: Global Console Game Market - The global console game market is experiencing a slowdown in growth, yet the domestic market shows significant improvement with substantial growth [4] - The increase in "free + in-app purchase" model games indicates a potential for further development in the console gaming sector [4] - The exploration of user payment potential is crucial for industry growth, with emotional connections driving the prosperity of peripheral markets [4] - Emerging channels like live streaming and short videos are stimulating potential consumption in console gaming, suggesting room for expansion [4] Group 2: Youth Protection in Gaming - Recent measures to prevent gaming addiction among minors have shown effectiveness, with 24.9% of minors playing more than three hours per week in 2024, a 37.2% decrease from 2021 [4] - A significant 59.04% of minor gamers have not engaged in any in-game purchases over the past year, with over 80% either not paying or spending 30 yuan or less monthly [4] - 75.09% of minor gamers meet anti-addiction standards, with 49.83% not exceeding the time limits and 25.26% stopping play upon receiving anti-addiction prompts [4] Group 3: Trends in the Gaming Industry - Six major trends are identified to drive a new wave of growth in the gaming industry, including the casualization of heavy games and the shift towards emotional value in user demand [6] - The potential for small program games to expand internationally and the rise of original Chinese game IPs are highlighted as significant opportunities [6] - Global simultaneous releases are expected to generate additional revenue and alleviate competitive pressures [6] - Multi-channel payment options are anticipated to enhance user willingness to pay [6] Group 4: Regional Development and Industry Support - The Shijingshan District is undergoing a transformation, focusing on modern finance and information services while actively investing in AI, virtual reality, and other future industries [8] - The district aims to create a sci-fi gaming industry cluster and enhance the business environment to promote high-quality regional development [8] Group 5: Corporate Strategies and Innovations - SNK emphasizes the importance of long-term commitment to quality games and adapting to player needs while expanding its global presence [10] - The focus on mini-games is driven by short return cycles and significant market potential, with innovation being key to success [12] - Tencent has implemented various measures for youth protection, including enhanced facial recognition strategies and educational initiatives for parents [14][15] - The gaming industry is witnessing a resurgence in PC marketing value, with a focus on enhancing user experience and leveraging AI technology for game development [23][30]

周鸿祎在演讲中重点阐述了"智能体经济"这一概念。他指出，随着智能体能力的提升，人类使用软件和 互联网的方式将发生根本性变革。 首先，互联网将分化为"两个互联网"。一个是服务于人类的互联网，用于信息消费和娱乐；另一个是服 务于智能体的互联网，用于高频的数据交互与任务执行。未来的网站和APP可能不再主要面向人类设 计，而是作为智能体调用的底层工具库。人类只需下达意图，智能体即可跨平台自动完成复杂的交互与 交易。 其次，智能体将重塑电商与服务业形态。传统的"人找货"模式将转变为智能体代理模式。例如，在电商 场景中，用户只需明确目标，智能体即可自动完成比价、下单、支付等全流程。这将导致大量交易发生 在智能体之间（Agent-to-Agent），而非人与屏幕之间。 新浪科技讯 1月26日下午消息，在近日举行的2026崇礼论坛上，360集团创始人周鸿祎发表名为《从大 模型到百亿智能体时代——AI进化新路径》的主题演讲。他预判，2026年全球将迎来"百亿智能体"时 代，而中国有能力把握住这一战略机遇。 周鸿祎指出，2024年是行业追逐大模型的一年，而2025年则是转型升级期。大模型虽然具备通用能力， 但更多呈现为"聊天机器 ...

Core Insights - The founder of 360 Group, Zhou Hongyi, predicts that by 2026, the world will enter the "hundred billion intelligent agent" era, and China is well-positioned to seize this strategic opportunity [1][4] - 360 Group is set to launch a "short drama intelligent agent" that allows users to generate large-scale animated films from scripts, significantly lowering the barriers to content creation [1][2] Group 1: AI Evolution and Market Dynamics - Zhou Hongyi believes that 2024 will be a year focused on large models, while 2025 will be a transition period. Large models, primarily in the form of "chatbots," struggle to address complex business problems directly [1] - The "five-force model" proposed by Zhou includes "electricity—computing power—intelligence + human power—productivity," emphasizing that converting general computing power into specialized intelligence is crucial for practical applications [1] - The industry often confuses "training computing power" with "inference computing power," with the latter expected to see exponential growth in demand as intelligent agents are applied to complex tasks like short drama production and education [2] Group 2: Transformation of Internet and Business Models - The rise of intelligent agents will fundamentally change how humans interact with software and the internet, leading to a bifurcation into two types of internet: one for human use and another for intelligent agents [3] - Traditional e-commerce models will shift from "humans finding goods" to an agent-based model where intelligent agents handle the entire transaction process, resulting in increased transactions occurring between agents rather than between humans and screens [3] - New trust and settlement systems will emerge in the intelligent agent economy, necessitating advancements in identity verification, transaction security, and automated settlement, which will leverage technologies like blockchain and smart contracts [3] Group 3: China's Strategic Position - China possesses robust electrical infrastructure, a complete industrial system, and excellent open-source model ecosystems, positioning it to capitalize on the opportunities presented by the hundred billion intelligent agent era [4] - There is a call for companies to foster an "AI-native" culture, transforming individuals who embrace AI into "super individuals," while also emphasizing the importance of maintaining safety standards to mitigate risks associated with collective intelligence [4]

在近日举行的2026崇礼论坛上，360集团创始人周鸿祎发表名为《从大模型到百亿智能体时代——AI进化新路径》的主题演讲。他深度剖析了人工智能从"大 模型"向"智能体"演进的产业逻辑，预判2026年全球将迎来"百亿智能体"时代，而中国有能力把握住这一战略机遇。此外，周鸿祎透露，360近期将正式发布 一款"短剧智能体"，用户输入剧本即可生成漫剧大片，从而大幅降低影视内容创作的门槛，赋予普通人前所未有的生产力。 关键词阅读：360 周鸿祎 智能体 责任编辑：栎树 周鸿祎在演讲中重点阐述了"智能体经济"这一概念。他指出，随着智能体能力的提升，人类使用软件和互联网的方式将发生根本性变革。 首先，互联网将分化为"两个互联网"。一个是服务于人类的互联网，用于信息消费和娱乐；另一个是服务于智能体的互联网，用于高频的数据交互与任务执 行。未来的网站和APP可能不再主要面向人类设计，而是作为智能体调用的底层工具库。人类只需下达意图，智能体即可跨平台自动完成复杂的交互与交 易。 其次，智能体将重塑电商与服务业形态。传统的"人找货"模式将转变为智能体代理模式。例如，在电商场景中，用户只需明确目标，智能体即可自动完成比 价、下单、支付 ...

Group 1 - The software development sector is experiencing a correction, with the CSI Software Service Index down by 2.43% as of January 26, 2026 [1] - Key stocks in the sector show mixed performance, with Guanghuan New Network leading with a 5.60% increase, while Zhongke Xingtou leads the decline [1] - Claude has been officially integrated into Microsoft Excel Professional Edition, marking the first deep integration of an AI assistant into mainstream office software, aimed at financial analysts [1] Group 2 - Suiyuan Technology's IPO application was accepted by the Shanghai Stock Exchange on January 22, 2026, with plans to raise 6 billion yuan for AI chip development and computing infrastructure [1] - AI technology is transforming the production process in the industry, reducing production cycles from over 50 days to under 30 days, with costs per episode dropping to the thousand-yuan level [1] - The dynamic animation agent shows strong technological spillover effects, with potential applications extending beyond content tools to gaming development and architectural design [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the CSI Software Service Index account for 60.89% of the index, including companies like iFLYTEK and Kingsoft [2] - The software ETF (159852) tracks the CSI Software Service Index, providing a convenient tool for investing in the computer software industry [3] - Investors can also access AI software investment opportunities through the Software ETF linked fund (012620) [4]

Core Insights - The AI large model sector is expected to undergo deeper integration and innovation in the coming year, transitioning from a phase of "technical frenzy" to "value realization" [1][24]. Group 1: Market Dynamics and Competition - Alibaba's AI model, Qianwen, has integrated with various platforms like Taobao and Alipay, creating a closed-loop consumer ecosystem [2]. - The competitive landscape has shifted from nearly 300 companies to a concentrated market dominated by major players like ByteDance, Alibaba, and Baidu, driven by resource and capital advantages [4][10]. - ByteDance's strategy of "stronger models + lower prices + easier implementation" has allowed it to rapidly capture market share, with its Doubao model achieving over 150 million monthly active users [5]. - Tencent's Yuanbao has heavily invested in advertising, with expenditures reaching 1 billion yuan in June and July 2025, indicating significant efforts to promote AI products [6]. - Baidu and Alibaba are enhancing their core competencies through technological iterations and open-source strategies, with Baidu's Wenxin model outperforming competitors in multi-modal capabilities [7][8]. Group 2: Industry Trends and Challenges - The large model market in China is projected to grow significantly, with a market size of 294.26 billion yuan in 2024 and expected to exceed 700 billion yuan by 2026, reflecting a shift towards commercialized applications [13]. - B-end applications face challenges in reliability and standardization, while C-end applications are diversifying, with major companies integrating AI into various daily life scenarios [14][15]. - The competition in the C-end market is intensifying, requiring companies to invest in continuous iteration and resource allocation to meet diverse user needs [19][23]. - The rise of AI agents is transforming large models from mere conversational tools to actionable partners, with a focus on creating measurable commercial value in vertical industries [21][22]. Group 3: Future Outlook - The AI large model sector is anticipated to see further integration and innovation, with a focus on the collaboration between general and specialized models, enhancing commercialization efficiency [24]. - The next phase for companies in the large model space will be a sustained battle for technological depth and the realization of commercial value [25].

Core Insights - The 2026 Chongli Forum, held from January 23 to 25, focused on the theme "Standing Towards New" to discuss the new order in the intelligent era, featuring prominent figures from technology, industry, and capital sectors [1][3]. Group 1: Forum Highlights - The forum was guided by the Chongli District People's Government and co-hosted by various organizations, including Taiwu Ski Town and Zhi Chen Semiconductor [1]. - Keynote speakers included Yu Minhong, Zhou Hongyi, and Yang Guang, who shared insights on artificial intelligence (AI) development in their respective fields [3]. Group 2: Keynote Presentations - Yu Minhong emphasized the vast potential of AI in education, advocating for embracing change and addressing educational disparities, particularly in rural areas [3]. - Zhou Hongyi discussed the evolution of AI, predicting that by 2026, the scale of intelligent agents could reach hundreds of billions, highlighting the dual evolution of large models and intelligent agents [5]. - Yang Guang focused on the role of designers in the AI era, stressing the need for collaboration with AI and the opportunity for individuals to become boundary-breaking creators [7]. Group 3: Panel Discussions - A fireside chat featured discussions on the importance of balancing model capabilities with commercial applications, emphasizing long-term investment in foundational models [9]. - The summit dialogue explored the symbiotic relationship between humans and AI, with participants discussing the need for emotional engagement and maintaining human judgment in AI interactions [11]. Group 4: Forum Outcomes - The "Chongli Entrepreneurs Alliance" was officially launched during the forum, with representatives from various companies witnessing the establishment of this new collaborative entity [11].