（文章来源：证券日报） 证券日报网讯 1月27日，中青旅在互动平台回答投资者提问时表示，中青博联与阿里巴巴集团及蚂蚁集 团建立了长期稳定的合作关系，近五年来双方合作持续深化，合作已全面覆盖阿里与蚂蚁旗下各大业务 集团，包括阿里云、淘天、数字商业及蚂蚁集团及蚂蚁国际等。核心合作项目包括阿里云栖大会、阿里 云国际峰会及合作伙伴大会，淘天集团的艺人接待，以及蚂蚁集团的外滩大会等具有行业影响力的重大 活动。 ...

LingBot-Depth模型依托奥比中光Gemini330系列双目3D相机进行RGB-Depth数据采集与效果验证，并基 于深度引擎芯片直出的深度数据进行训练与优化，实现了空间智能算法的创新突破。值得一提的是， LingBot-Depth模型已通过奥比中光深度视觉实验室的专业认证，在精度、稳定性及复杂场景适应性方 面均达到行业领先水平。 目前，双方已达成战略合作伙伴关系，将基于LingBot-Depth模型推出新一代深度相机，依托Gemini 330 系列相机提供的芯片级3D数据，进一步通过技术协同、生态共建，为机器人处理各行各业极端场景、 真正落地提供强大的技术支撑。 作为行业领先的机器人及AI视觉科技公司，奥比中光在LingBot-Depth模型的研发与测试阶段提供了关 键硬件支持，LingBot-Depth模型已通过奥比中光深度视觉实验室认证。未来，双方将持续展开技术协 同，共同推动空间智能从算法创新走向真实场景落地。 蚂蚁灵波科技作为蚂蚁集团旗下的具身智能公司，专注具身智能基座的研发，本次发布的LingBot- Depth攻克了具身智能在真实复杂环境中面临的视觉感知难题。针对玻璃、镜面、金属等透明或 ...

Core Viewpoint - The quality of industries is becoming a longer-term competitive variable for the trillion GDP cities in the Yangtze River Delta region, shifting the focus from mere GDP scale to the quality and sustainability of development [1][4]. Economic Data Summary - In 2025, the total number of trillion GDP cities in the Yangtze River Delta will increase to 10, with Shanghai leading at 5.67 trillion yuan and new entrant Wenzhou reaching 1.02 trillion yuan [2][3]. - Expected GDP growth rates for 2025 include: Suzhou at approximately 5.4%, Hangzhou at 5.2%, Nanjing at around 5.2%, and Ningbo at 4.9% [2][3]. Industry Development Trends - The new industrial layout in the Yangtze River Delta is focusing on high-end industrial clusters and the extension of new tracks based on existing manufacturing strengths [3][10]. - Shanghai's GDP growth is supported by new momentum in industries such as integrated circuits and artificial intelligence, with respective growth rates of 15.1% and 13.6% [5]. - Hangzhou's economy is characterized by a strong service sector, contributing 73.8% to its GDP, with significant growth in the digital economy [6][12]. - Wenzhou's manufacturing sector is evolving towards technology-intensive and intelligent production, with strategic emerging industries growing by 14.4% [8][12]. Long-term Competitiveness Factors - Key variables for long-term competitiveness include the originality and resilience of the industrial ecosystem, innovation efficiency, and the ability to attract and retain talent [13]. - The focus is shifting from GDP scale to the health of industries, innovation density, and sustainable growth metrics as new evaluation criteria for urban competitiveness [10][13].

Group 1 - Major companies are launching their Spring Festival marketing campaigns early, with Alipay and Tencent both announcing significant cash giveaways [1][3] - Alipay's "Collect Blessings" event will run from February 3 to February 16, featuring 19 themed blessing cards, including popular IPs like "Honor of Kings" and "Genshin Impact" [8][10] - Tencent is offering a total of 1 billion yuan in cash red envelopes through its Yuanbao app, with users able to win up to 10,000 yuan per envelope [3][11] Group 2 - The marketing strategies of the companies differ, with Alipay focusing on entertainment and cultural IPs, Tencent emphasizing AI integration, and JD.com targeting practical needs during the Spring Festival travel season [9][12] - JD.com is collaborating with 12306 to offer daily draws for free train tickets and discounts, enhancing user experience during the travel peak [8][12] - The competition is shifting from simply attracting users with large cash giveaways to creating long-term user engagement through practical and contextual marketing strategies [12][13] Group 3 - The integration of AI in Tencent's marketing strategy aims to enhance user experience and engagement, reflecting a broader trend towards technology-driven interactions [11][13] - Companies are focusing on embedding marketing into real-life scenarios, making it easier for users to participate and fostering long-term habits [12][13] - The overall approach is evolving from a focus on scale to a more refined operation and understanding of user needs, indicating a strategic shift in the industry [12][13]

Group 1 - The 2026 Jiangsu Province Urban Football League (referred to as "Su Super") held a press conference to announce the sponsorship lineup for the new season [1] - Ant Group's health AI "Ant Aifu" has become the official sponsor of the 2026 "Su Super" [2]

蚂蚁灵波科技作为蚂蚁集团旗下的具身智能公司，专注具身智能基座的研发，本次发布的LingBot- Depth攻克了具身智能在真实复杂环境中面临的视觉感知难题。针对玻璃、镜面、金属等透明或高反光 物体导致的深度信息缺失，该模型基于奥比中光的Gemini330系列双目3D相机提供的芯片级原始数据， 智能补全深度信息，显著提升机器人在复杂光学场景下的感知鲁棒性与作业成功率。 记者从奥比中光(688322)获悉，1月27日，蚂蚁集团旗下蚂蚁灵波科技发布其首个开源的空间感知模型 LingBot-Depth，并宣布与奥比中光达成战略合作意向。奥比中光在LingBot-Depth模型的研发与测试阶 段提供了关键硬件支持，LingBot-Depth模型已通过奥比中光深度视觉实验室认证。据悉，未来双方将 持续展开技术协同，共同推动空间智能从算法创新走向真实场景落地。 蚂蚁灵波科技CEO朱兴表示，LingBot-Depth验证了"高质量芯片级深度数据+面向真实场景的算法建 模"对提升复杂环境可用性的价值。在不改变既有传感器形态的前提下，通过软硬协同与工程化评测闭 环，有望让更多机器人在透明/反光等高难场景中获得更稳定的深度输入。 ...

Group 1: AI Investment Trends - The core narrative of AI investment in 2026 is shifting from a broad approach to a more focused strategy, emphasizing key beneficiaries in infrastructure, companies with pricing power, and industries benefiting from productivity improvements [1][3] - New Horizon Global Advisory highlights that AI technology is no longer benefiting all sectors equally, with opportunities concentrated in specific areas such as infrastructure and healthcare [1][3] Group 2: Power Supply as a Bottleneck - Elon Musk emphasizes that the decisive factor in the AI race is power supply capability rather than just algorithms or chip performance, predicting that China's power generation could reach three times that of the U.S. by 2026 [2] - The energy consumption of generative AI services is significantly higher than traditional services, with estimates suggesting that by 2027, generative AI could consume between 85 to 134 terawatt-hours (TWh) of energy, equivalent to the annual electricity needs of countries like the Netherlands or Argentina [2] Group 3: Healthcare Sector Transformation - AI is becoming a core catalyst for structural changes in the healthcare industry, with applications in drug development, diagnostics, and cost control expected to drive significant transformations [5][6] - The Chinese government is actively promoting AI applications in healthcare, with guidelines issued to accelerate AI's role in drug development and medical diagnostics [6] Group 4: Market Dynamics and Opportunities - Major industry players are increasingly focusing on AI applications in healthcare, with companies like Ant Group and OpenAI launching AI health-related products [7] - The healthcare sector is witnessing improved fundamentals, with rising profit expectations and a resurgence in mergers and acquisitions, indicating a robust market environment [7] Group 5: Regulatory and Market Challenges - The commercialization of AI in healthcare is highly dependent on policy support and regulatory frameworks, with uncertainties surrounding business models and market demand potentially impacting revenue growth [8] - Despite the challenges, the AI investment landscape is evolving, moving towards a more pragmatic exploration of specific sectors like healthcare, which are expected to yield significant returns [8]

Core Viewpoint - The competition among major internet companies in China is intensifying as Tencent and Baidu re-enter the Spring Festival red envelope battle, with Tencent offering 1 billion yuan in cash and Baidu 500 million yuan, marking a shift in strategies from user acquisition to AI integration and ecosystem development [3][23]. Group 1: Company Strategies - Tencent will launch a Spring Festival campaign on February 1, distributing 1 billion yuan in cash through its Yuanbao app, with individual red envelopes reaching up to 10,000 yuan [3][23]. - Baidu's cash red envelope activity will run from January 26 to March 12, allowing users to share in 500 million yuan, with a maximum reward of 10,000 yuan [3][23]. - The red envelope strategies reflect a significant change in the competitive landscape, moving from user acquisition to AI-driven engagement [3][23]. Group 2: Market Dynamics - The domestic AI application market is becoming increasingly competitive, with major players like ByteDance's Doubao, Tencent's Yuanbao, and Alibaba's Qianwen leading in active user engagement [3][24]. - Tencent's Yuanbao app has risen to second place in the Apple App Store's free app rankings, indicating a strong market presence [4][24]. - The competition has evolved from focusing solely on model capabilities to a broader contest for application and ecosystem integration [7][28]. Group 3: AI Integration and User Engagement - Tencent is leveraging its social media strengths to enhance user participation through viral sharing features, reminiscent of Pinduoduo's growth strategy [6][26]. - Baidu's Wenxin Assistant, which integrates AI capabilities, aims to enhance user interaction and engagement, with over 200 million monthly active users [9][28]. - Both companies are exploring new AI-driven social features to deepen user engagement, moving beyond traditional chatbot functionalities [7][27]. Group 4: Historical Context and Future Outlook - Tencent's previous success with WeChat red envelopes in 2015 set a high benchmark, but analysts express skepticism about replicating that success in the current saturated market [17][39]. - Baidu's earlier missteps in AI commercialization have led to a challenging position, with its Wenxin Yiyan product struggling to maintain user engagement [10][32]. - The upcoming Spring Festival marketing efforts are seen as essential for both companies to regain momentum in a rapidly evolving digital landscape [20][42].

Core Viewpoint - The article discusses the limitations of current visual perception technologies in robotics, particularly in challenging environments with transparent, reflective, or extreme lighting conditions, and introduces a new model, LingBot-Depth, that enhances spatial perception capabilities without requiring hardware changes [2][3][20]. Group 1: Challenges in Visual Perception - Pure visual solutions struggle in real-world scenarios due to reliance on RGB images for spatial relationships, which fail in many environments [3]. - Transparent materials pose significant challenges for visual perception, as they lack fixed textures and rely on environmental reflections and refractions [6]. - Reflective surfaces and extreme lighting conditions can destroy the texture features that pure visual systems depend on, leading to perception failures [8]. Group 2: Depth Perception Limitations - RGB-D cameras provide depth perception but are limited by hardware constraints, resulting in unclear depth measurements [9][11]. - Traditional stereo matching algorithms can be misled by false textures created by reflections, leading to significant data loss in depth perception [13][15]. - Depth perception failures occur in areas with texture loss, transparent materials, or highly reflective surfaces, resulting in empty or erroneous data outputs [15]. Group 3: Introduction of LingBot-Depth - LingBot-Depth is a high-precision spatial perception model developed by Ant Group's Lingbo Technology, designed to improve depth output quality in complex material scenarios [20][22]. - The model employs "Masked Depth Modeling" to learn spatial information by treating missing depth data as valuable learning signals rather than noise [23][33]. - LingBot-Depth utilizes a large-scale dataset of over 10 million RGB-D samples, combining synthetic and real-world data to enhance model training [26][30]. Group 4: Model Capabilities and Performance - LingBot-Depth excels in depth completion, single-task depth estimation, and stereo matching enhancement, outperforming existing models in various datasets [37][40]. - The model demonstrates robustness in extreme environments, maintaining high accuracy in depth perception for transparent and reflective objects [45][47]. - It provides significant improvements in spatial understanding for various high-level visual tasks, enhancing decision-making and interaction capabilities in complex environments [49]. Group 5: Accessibility and Future Prospects - LingBot-Depth is designed for easy integration with existing RGB-D cameras, requiring no hardware modifications, thus lowering the barrier for adoption [50]. - The model's development represents a significant step towards addressing hardware limitations through algorithmic advancements, with expectations for further innovations in the field [52][53].

来源：环球网 科技赋能新春，数字点亮长安。1月26日（腊八节），"西安年·最中国——数享西安年"2026年西安市新 春文旅系列活动启动仪式暨XR场景、平台营销发布会在西安XR电影产业基地盛大开启，一场跨越虚 实、融合古今的新春盛宴正式拉开帷幕。 科技赋能，数享未来 由机器人"舞者"演绎的《数字律动》具象化表达了今年"西安年"的核心主旨——科技赋能，数享新年， 推动经典文旅IP在数字时代焕发全新魅力。 本次活动由西安市联动抖音生活服务、同程旅行、美团、蚂蚁集团等平台企业，全市XR企业、重点文 旅企业共同打造。 文旅焕新，新春启幕 "西安年·最中国——数享西安年"2026年西安市新春文旅系列活动自1月起，将持续至3月18日（农历正 月三十），通过打造"1+6+5+N"的丰富内容体系，为市民游客呈现一场"可观、可感、可沉浸、可带 走"的数字中国年。 ·"1"场启动仪式：作为系列活动开端，发出热情洋溢的新春邀约。 ·"6"大平台联动：深度联动抖音生活服务、同程旅行、美团、蚂蚁国际Alipay+、京东电器、唯品会等6 大平台，开展定制营销与消费补贴，通过诚意满满的"新春红包"助力四海宾朋畅游西安。 ·"5"类跨界场景： ...