【中关村在线上海行情】近日，华为AP6050DN无线接入器在中关村在线商家"上海捷越电子科技有限 公司"特价促销，价格优惠，详情请咨询商家联系电话：18918809196。华为AP6050DN是一款企业级室 内双频无线接入点。网络性能强劲，遵循802.11a/b/g/n/ac/ac wave2标准，最高传输速率达2.53Gbps，双 频（2.4GHz、5GHz）覆盖，能满足高带宽应用需求。天线采用内置双频合路，支持智能天线技术，优 化信号覆盖。它特性丰富，支持多用户MIMO技术提升并发性能，有多种安全防护保障数据安全，还适 配华为云管理方案。安装灵活，支持壁挂和吸顶，具备PoE供电。产品尺寸220×220×53mm，工作温 度-10℃ - +50℃，可同时在线用户≤512，是企业网络部署的优质选择。 店铺链接：https://s.zol.com.cn/shop_187615/ 联系方式：18918809196 021-64049196 QQ号码：2752985271 联系我 图为：华为AP6050DN高清实拍图 今日值得买 咨询时提及中关村在线，将会得到更好的价格、更优质 的服务! 产品名称：华为AP6050 ...

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炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：财经读数 机构认为，摩尔线程股价上涨属短期现象，最终能否一路高歌猛进，与基本面密切相关 "国产GPU（图形处理器）第一股" C摩尔-U（摩尔线程，688795.SH）上市后股价再攀新高。 12月11日，摩尔线程在大盘指数均下跌的情况下，股价上涨28.04%至941.08元/股，逼近1000元/股，再 创历史新高，成为当日市场一大亮点，也成为A股第三高价股，股价仅次于贵州茅台（600519.SH）和 寒武纪（688256.SH）。若此前打新的投资者一直持有至今，中一签的浮盈已高达41万元。 上市后的短短五个交易日，摩尔线程股价相比114.28元/股的发行价，已累计上涨超7倍，达723.4%，总 市值方面，从537亿元的发行市值，上涨了3886亿元至4423.3亿元。其市值大幅增长，缩小了与中芯国 际（688981.SH）、寒武纪、海光信息（688235.SH）三家科创板芯片半导体巨头的差距。根据最新市 值，摩尔线程与寒武纪的市值相差约1404亿元。 同时，这家创立仅五年，上市仅五个交易日的AI（人工智能）芯片公司总市值已跻身A股市值 ...

Core Insights - The emergence of mobile AI assistants has significantly transformed the smartphone landscape, with predictions that 2025 will be the "year of AI assistants" [1] - Major smartphone manufacturers like Xiaomi, Honor, Vivo, OPPO, Huawei, and Samsung have integrated their own AI assistants, while third-party options like Doubao from ByteDance have also gained traction [1] - Initial capabilities of these AI assistants were overhyped, with only a few able to successfully perform tasks like food delivery [1] Technology Routes - The intent framework route focuses on collaboration between apps and mobile AI assistants, offering high efficiency and controllable safety, but faces challenges in convincing each app to cooperate [2] - The GUI Agent route allows AI assistants to interact with the screen like a human user, simplifying processes but requiring higher technical standards and raising privacy concerns [2] - The cloud phone route addresses issues with accessibility permissions but still requires screen reading capabilities [3] Security and Compliance Risks - Mobile AI assistants pose privacy risks due to their ability to read screens, which can expose sensitive information, and the potential for AI-induced errors [3] - The industry faces systemic data security risks and the potential exploitation of accessibility services by malicious entities [3] Commercial Dynamics - A power struggle exists between internet apps and mobile AI assistants, as the latter can replace human operations, leading to efficiency gains for users but a loss of power for apps [5] - Major platforms like WeChat and Alipay have restricted operations of Doubao shortly after its launch, indicating resistance from established players [5] - Ongoing disputes over the authorization of AI assistants highlight the need for clear regulations regarding user and app permissions [6] Future Developments - The industry is expected to continue evolving, with major companies vying for control over rule-making in response to the changes brought by AI assistants [6] - A new round of assessments on mobile AI assistants is planned for the end of the year to provide updated insights and foster discussions [6]

Core Insights - Omdia's latest research indicates that global True Wireless Stereo (TWS) headphone shipments will reach 92.6 million units in Q3 2025, reflecting a slight year-on-year increase of 0.33% [1][9] - Open Wireless Stereo (OWS) headphone shipments surpassed 10 million units, showing a significant year-on-year growth of 69%, compensating for a 4% decline in traditional TWS shipments [2][9] - The market is evolving along two distinct paths: one focusing on high-end differentiation with advanced Active Noise Cancellation (ANC) and AI features, and the other offering cost-effective innovative products in emerging markets [4][8] TWS Market Dynamics - Apple maintains its leading position in the TWS market, capturing approximately 50% of the market value, despite a 4% decline in shipments [4][9] - Xiaomi ranks second, achieving triple-digit growth in Latin America and other emerging markets by accelerating the launch of products priced below $50 [4][9] - The average selling price (ASP) of OWS products is being pushed above $100 to avoid price-driven competition, with higher-priced OWS shipments growing faster than lower-priced ones [7] OWS Market Potential - OWS shipments are projected to reach 40 million units by 2026, accounting for 10% of the overall TWS market, highlighting the strategic importance of OWS in reshaping the audio market [8] - The long-term retention of OWS users will depend on the continuous provision of functional value beyond initial use, as the open design has inherent sound quality limitations [7][8] - Key manufacturers are exploring integration with specific use cases, such as sports or office environments, to enhance functionality and maintain growth momentum [7][8]

Core Insights - The article discusses the evolution of mobile AI assistants, highlighting their transition from basic chatbots to advanced personal assistants capable of performing tasks on behalf of users, thus reshaping the AI ecosystem [1][3][4] Group 1: Core Capabilities - Mobile AI assistants are changing the reliance on traditional apps, with major brands like Xiaomi, Honor, Vivo, OPPO, Huawei, and Samsung integrating their own AI assistants into devices [3][4] - Initial capabilities of these AI assistants were overhyped, with real-world success rates for tasks like food delivery being below 3% for most [3][4] - Two main technical routes for mobile AI assistants are identified: intent frameworks that require app cooperation and GUI agents that simulate user actions, with the latter being more prevalent [4][5] Group 2: Privacy and Security - The use of screen-reading capabilities by mobile AI assistants raises significant privacy concerns, as they can access sensitive information like chat logs and banking details [6][7] - The transfer of control to AI assistants poses risks, including potential misinformation and execution errors, which could lead to legal issues [6][7] - Systemic data security risks arise from high-privilege applications operating without external oversight, leading to potential misuse [7][8] Group 3: Commercial Dynamics - The competition between internet apps and mobile AI assistants is intensifying, with concerns that AI could replace human interactions, impacting app engagement metrics and advertising revenues [10][11] - The introduction of AI assistants like Doubao has sparked discussions about the future of app ecosystems and the potential for apps to become mere tools for AI [10][11] - The ongoing struggle for control over user data and the implications of AI's role in transactions highlight the need for clear regulations and responsibilities [12][13] Group 4: Future Considerations - The article emphasizes the necessity for transparent authorization mechanisms and clear accountability in AI operations to establish trust and legitimacy [13][14] - Proposals for giving AI assistants a distinct identity and establishing a regulatory framework are discussed as potential solutions to current challenges [14][15]

12月12日，金融界财经早餐，宏观政策、资本市场、行业板块、公司个股要闻一览： 一、今日财经要闻： 1、中央经济工作会议在北京举行，定调明年经济工作，强调要继续实施更加积极的财政政策，保持必要 的财政赤字、债务总规模和支出总量，重视解决地方财政困难。要继续实施适度宽松的货币政策，灵活高 效运用降准降息等多种政策工具。会议确定8方面重点任务，提出要优化"两新"政策实施，清理消费领域 不合理限制措施。推动投资止跌回稳，适当增加中央预算内投资规模。坚持创新驱动，深化拓展"人工智 能 "。深入整治"内卷式"竞争。加快新型能源体系建设，扩大绿电应用。倡导积极婚育观，努力稳定新出 生人口规模。着力稳定房地产市场，因城施策控增量、去库存、优供给，鼓励收购存量商品房重点用于保 障性住房等。多措并举化解地方政府融资平台经营性债务风险。 2、商务部新闻发言人何亚东表示，商务部将谋划"十五五"时期零售业创新转型和高质量发展，加大政策 支持力度。将出台加快零售业创新发展的意见，统筹规划合理布局、提升商品服务质量、协同优化存量增 量、推动线上线下公平竞争，实现新供给新需求良性互动。总结各地好经验好做法，发展新业态新模式新 场景，更加注 ...

黄仁勋终于得到了他最想要的东西。 本周美国政府正式批准英伟达向中国以及其他"经批准的客户"出售高端的H200 GPU芯片，但需要向美国政府缴纳25%的销售提成。这一提成比 例同样适用于AMD、英特尔等其他美国芯片巨头。不过，英伟达最新的Blackwell和未来的Rubin系列GPU仍然禁止出口。 这标志着黄仁勋长达数月的游说取得成功。过去半年时间，他不断造访佛罗里达与华盛顿，随着特朗普总统一道出访和出席国宴，向白宫宴会厅 建设工程捐款，就是为了这一刻。就在上周，他再一次来到白宫会见总统，终于如愿以偿得到了解锁禁运令。 受这一利好消息推动，英伟达股价盘后应声上涨。受美国政府连续多道芯片加码禁运令限制，过去两年时间，英伟达一步步失去迅猛增长的中国 市场，丢掉了在AI GPU市场原先高达95%的份额。在英伟达最核心的数据中心业务，中国市场的营收占比也从原先的四分之一急剧下滑。 心急如焚的黄仁勋在两个月前公开抱怨， "我们已经失去了全球最大的市场之一，在中国市场完全出局，市场份额已经归零。 "即便是向美国政府 缴纳四分之一的提成，对英伟达的业绩营收也意义重大，因为中国AI GPU今年规模估计高达200亿-300亿美元 ...

三星的中国往事，开头写满了风光。 自2002年进入中国市场，凭借这片沃土，三星营收轻松突破2000亿美元，手机份额一度逼近30%，是不 折不扣的行业巨头。 三星正站在关键的十字路口。 据媒体报道，此前三星电子董事长李在镕专程赴华，旨在推动西安工厂的升级计划，并计划投入5亿美 元引入本土设备，意图为公司在华业务打开新局面。 然而，形势并不乐观。在被中国列入相关清单后，三星业绩持续承压：今年第二季度其利润同比骤降约 55.9%，创下2008年金融危机以来最差表现。市场地位也随之动摇，曾经占据全球折叠屏手机近八成江 山的三星，今年上半年份额已滑落至20%，不及华为同期表现（48%）的一半。 曾经引领行业的巨头，如今却一再放低姿态在中国寻求机会，三星究竟走错了哪一步？ 01、昔日荣光，一朝倾覆 然而转折来得突然，也来得讽刺。2016年，Galaxy Note7在全球多地爆出电池自燃。三星在欧美迅速召 回，却对中国市场坚称"国行电池不同，绝对安全"，拒绝同步召回。这种"区别对待"彻底激怒了消费 者，不出两年，三星手机在华份额从近30%暴跌至不足1%，近乎消失。 几乎同时，三星在关键决策上也接连踏空。随着美国对华芯片管制 ...