2025年，AI眼镜成了科技圈的"显学"。 Meta的Ray-Ban智能眼镜在2025年2月销量突破200万副，全年预计冲刺出货量400-500 万副；海外巨头谷歌携手三星重启AI眼镜项目，苹果敲定AI眼镜发 布时间表。 国内企业也闻风而动。华为、小米、阿里、字节等国内大厂纷纷高调亮出相关布局，其中阿里夸克的AI眼镜S1目前在天猫旗舰店的预售期达到了45天， 一"镜"难求；国内AR独角兽企业Rokid（乐奇）、雷鸟创新等专业玩家也在持续迭代AI眼镜新品。 AI眼镜催化时间线，图/东吴证券 表面看，这是一场由大模型技术驱动的新硬件浪潮，但大厂无一例外地都选择了押注AI眼镜，各怀心事。 人工智能竞赛中，不进则退。此前，在大厂尚未将AI大模型列为战略重心的窗口期，部分创业公司率先突围，譬如月之暗面推出的Kimi就凭借长文本等 差异化优势，迅速俘获了海量用户。 即便是腾讯这样的科技巨头，也曾在赛道初期出现战略误判，对 To C 端大模型布局相对保守，旗下产品元宝的面市滞后于同业。 大模型竞赛中曾"吃亏"的公司，绝不愿在下一代终端入口上再次掉队，硬件成为争夺用户注意力和数据闭环的新一道防线。 而当前被寄予厚望的，正是A ...

证券日报网讯12月18日，常山北明（000158）在互动平台回答投资者提问时表示，针对华为鸿蒙应用开 发，公司组建了华为鸿蒙开发团队，团队成员全员通过了HarmonyOS应用开发者高级认证。公司技术 研发团队中，高层由首席科学家、云计算、大数据、人工智能等技术带头人领军，形成业界领先的技术 优势；中层由各行业领域专家带队，形成从咨询到运维服务的行业解决方案团队；基层按照行业和技术 领域，形成专业化的实施团队。 ...

Group 1 - In 2025, global investors experienced a significant market rally, with global stock markets rising approximately 30% and the US stock market rebounding over 50% since April [1] - Gold prices surged over 60% in 2025, marking the second-highest annual increase since 1979, driven by heightened demand for safe-haven assets amid high global debt and shifting monetary policies [1] - The strong performance of global assets in 2025 is attributed to the dual drivers of AI and renewable energy, which have become core growth engines in capital markets [1] Group 2 - A report from BCA Research indicates that the biggest threat to the US economy in 2026 may stem from the financial markets themselves, rather than an economic recession [5] - The report highlights that approximately two-thirds of global stock market capitalization is concentrated in US stocks, with 40% of that in just ten stocks, all heavily reliant on the success of the generative AI narrative [5][6] - Recent market trends show a divergence among leading tech stocks, suggesting that not all tech stocks are viewed as a single entity, allowing for value investors to validate certain companies [5][6] Group 3 - Morgan Stanley's chief economist in China suggests a new asset allocation strategy of 60% stocks, 20% gold, and 20% bonds, reflecting a reassessment of strategic asset values amid declining fiat currency credibility [9] - Analysts predict that gold prices could reach $4,500 by mid-2026, driven by structural demand from central banks, which currently account for 20% of the annual gold production of 5,000 tons [13] - The report emphasizes that the performance of gold is closely tied to the depreciation of the US dollar, with approximately 70% of gold's price increase attributed to changes in the dollar's value [10] Group 4 - The AI sector is identified as a key driver of the stock market's rise in 2025, with significant trends emerging in AI, electricity, and longevity economics [12] - The expectation of further interest rate cuts by the Federal Reserve in 2026 is anticipated to exert downward pressure on the US dollar, with predictions of the dollar to RMB exchange rate reaching around 6.9 by mid-2026 [12] - The shift towards AI-driven productivity is expected to transform business operations, moving from traditional models to agile teams that leverage digital agents for task execution [16]

（文章来源：证券日报） 证券日报网讯 12月18日，常山北明在互动平台回答投资者提问时表示，2025年公司与华为的合作正常 进行，与去年相比开拓了更多的业务场景。 ...

（文章来源：证券日报） 证券日报网讯 12月18日，荣联科技在互动平台回答投资者提问时表示，华为是公司的长期合作伙伴。 ...

南都讯 12月10日至11日，中央经济工作会议在北京举行。会议明确提出，坚持创新驱动，加紧培育壮 大新动能。并提出建设北京（京津冀）、上海（长三角）、粤港澳大湾区三大国际科技创新中心。业内 专家认为，粤港澳大湾区国际科技创新中心再被重点部署，既是科技创新作为国家立足全球核心竞争力 的必然，更是源于大湾区自身积淀的领先基础与独特优势，这份双重加持，让大湾区肩负起引领国家科 创突围的时代重任。 对大湾区期待清晰明确 "本次中央经济工作会议把'坚持内需主导，建设强大国内市场'作为第一大任务，这是基于当前严峻的 国际贸易竞争格局以及国内消费尚待大力拉升的紧迫形势而提出的。但立足长远，尤其是即将开启 的'十五五'周期，科技创新的战略价值引发各界更高关注和深度探讨。"国家高端智库CDI资深研究员宋 丁表示，从全球竞争格局来看，"坚持创新驱动，加紧培育壮大新动能"是中国持续巩固优势、站稳国际 舞台的核心关键。"因为创新驱动是中国唯一能够在全球经济竞争和发展中取得优势和主动权的可依赖 的途径。" 本次会议再次将粤港澳大湾区纳入三大国际科技创新中心建设布局，其背后蕴含着深刻的国家战略考 量。宋丁认为，在国家层面已将粤港澳大湾区 ...

Core Viewpoint - The first batch of L3 conditional autonomous driving vehicle permits in China has been officially announced, marking a significant step towards high-level intelligent driving, with ongoing breakthroughs from leading domestic and international manufacturers [1][2]. Industry Developments - The L3 level autonomous driving permits have been granted to Changan's SC7000AAARBEV and Arcfox's BJ7001A61NBEV electric vehicles, with specific operational conditions in designated cities [2]. - The L3 level is still experimental, limited to specific routes in cities like Chongqing and Beijing, with restrictions on speed and lane changes [3]. - Companies like Huawei and XPeng are actively testing L3 capabilities in multiple cities, indicating a growing trend in the industry [3]. Policy Initiatives - The Ministry of Industry and Information Technology (MIIT) and other departments have issued guidelines for the trial and subsequent rollout of L3 and L4 autonomous vehicles, with a focus on regulatory frameworks [4]. - A list of nine companies, including Changan and BYD, has been approved for L3 vehicle trials, reflecting a structured approach to policy implementation [4]. - The MIIT's 2025-2026 growth plan emphasizes conditional approvals for L3 vehicle production and the acceleration of relevant legal frameworks [5]. Market Potential - IDC forecasts that the global connected vehicle market will reach 78.3 million units by 2025, with a compound annual growth rate (CAGR) of 11.5%, while the autonomous vehicle market is expected to grow to 89.3 million units by 2026, with a CAGR of 14.8% [6]. - The industry is entering a high-growth phase, with hardware components like lidar becoming essential for software-driven intelligent solutions, presenting investment opportunities in these areas [6]. - The trend towards more affordable high-level autonomous vehicles (priced between 100,000 to 200,000 yuan) is expected to democratize access to intelligent driving technology [6].

Group 1 - Yunnan is focusing on high-quality development and driving various industries towards digital and low-carbon transformation as part of the "14th Five-Year Plan" [1] - The "Seeing Digital Yunnan" event highlighted the province's advancements in digital infrastructure and its applications in rural revitalization, ecological protection, and education [1] - The event attracted nearly 20 media outlets to explore key national strategies and industry policies in Yunnan [1] Group 2 - Southwest Forestry University, in collaboration with Yunnan Telecom and Huawei, has established the region's first "All-Optical + WiFi7" smart campus, featuring a 100G dual-core redundant backbone and extensive coverage [2][4] - The campus network aims to meet the growing demands for teaching and office needs, providing high-speed internet services across over 80 buildings and 9000 rooms [2] Group 3 - The Kunming service area has implemented Huawei's ultra-fast charging solutions for electric heavy trucks, addressing the bottleneck of low charging efficiency [5][7] - By 2025, the national sales of electric heavy trucks are projected to reach 79,000 units, indicating a significant shift towards electrification in the heavy-duty vehicle sector [5] Group 4 - Yunnan Mobile and Yuntianhua Group are developing a high-efficiency, intelligent all-optical park network to support smart manufacturing and real-time data transmission [9] - This network aims to enhance supply chain responsiveness and reduce inventory issues through AI-driven solutions [9] Group 5 - The "61520" platform by China Mobile is providing digital support for left-behind children in schools, enhancing communication between children and their parents [10][12] - The platform has been implemented in over 1000 schools, benefiting nearly 50,000 left-behind children across the province [12] Group 6 - The establishment of a smart monitoring system in the Yunnan Copper Wall Provincial Nature Reserve aims to enhance wildlife protection through real-time data collection and monitoring [13][15] - This system includes multiple observation stations and advanced monitoring equipment to track endangered species effectively [13] Group 7 - The "One Village, Two Countries" scenic area in Yunnan is leveraging 5G technology to enhance tourism experiences, allowing visitors to share their experiences in real-time [28][30] - The integration of digital technology is revitalizing the local economy and promoting cultural exchange between China and Myanmar [28] Group 8 - The jewelry and jade industry in Ruili is undergoing a digital transformation through the deployment of 5G networks and live streaming capabilities, enhancing sales and customer engagement [31][33] - This initiative addresses challenges faced by traditional sales methods and aims to boost competitiveness in the market [31] Group 9 - Yunnan is actively pursuing opportunities in the digital era, focusing on low-carbon transformation and the integration of digital technologies across various sectors [1][33] - The province's unique geographical advantages and clean energy resources are being leveraged to support this transition [33]

作者｜邱晓芬 2025年，手机圈在成本飙升的"超级周期"中迎来残酷洗牌。当零部件成本普涨10%-25%，市场被一道600美金的红线切开：中低端陷入存量塌陷，唯有高端 市场凭借AI与生态逆势扩张。 "透视图"栏目在年终特别策划了"36氪年度总结"系列，用数据透视2025全年趋势，以图片呈现今年商业世界中不可错过的要点。 36氪制图 苹果：不装了，基础款也给"全家桶" 面对国产追击，苹果不再矜持。iPhone 17基础款不再"挤牙膏"，破天荒补齐高刷等核心短板，销量在中国近乎翻番，成为统治10月的绝对主力。哪怕AI迟 到，苹果仍凭基础款的"降维打击"守住了高端大盘。 小米:敢用高端换未来 10 5 - 3.7% 0 2024 Q1 2024 Q2 2024 Q3 2024 Q4 2025 Q1 vivo: 成也中端,危也中端 10 5 2.7% 0 2024 Q2 2024 Q3 2024 Q1 2024 Q4 2025 Q1 数据来源：IDC · "600美元以上"手机市场2024年Q1至2025年Q3的市占率变化 高端将是唯一增长的市场 2026年, 数据来源:IDC 36氪制图 华为：硬刚五年，终夺王位 靠 ...

12月18日，盐城超级计算中心（简称"盐城超算"）"国家新一代人工智能公共算力开放创新平台"正式揭 牌。同时，在揭牌仪式上，盐城超算启动二期项目建设规划。根据规划，盐城超算与太初（无锡）电子 科技有限公司（以下简称"太初元碁"）续约，构建新一代超智融合计算系统。同时，盐城超算还与华为 签署战略合作协议，加速推动盐城超算二期落地。 作为国产AI芯片企业及第七批国家级"专精特新小巨人"，太初元碁近年来基于自研AI芯片与AI加速卡 打造高密液冷智算集群构建出国产智算底座，已参与包括无锡超算、延安智算中心等在内的多个国家公 共算力基础设施建设，截至目前已服务200余家高校企业，支持超1200千万亿次/秒浮点运算算力需求。 根据规划，盐城超算二期建设将继续坚持自主可控、多元融合的技术路线，构建更为完善的国产算力体 系。太初元碁将延续发挥异构众核架构优势，为集群贡献重要算力组成部分，与合作伙伴协同打造高 效、安全、绿色的国产多元异构智算基础设施体系，共同推动盐城乃至长三角地区人工智能产业生态高 质量发展。 据悉，盐城超级计算中心于2023年7月入选科技部"国家新一代人工智能公共算力开放创新平台 （筹）"名单，成为全国25 ...