Core Viewpoint - The article discusses the launch of the "Doubao New Year" event by Doubao, which includes a variety of technology gifts and cash red envelopes during the Spring Festival, leveraging AI capabilities to enhance user engagement and interaction [5][8]. Group 1: Event Overview - On February 10, Doubao announced the start of its "Doubao New Year" event, offering over 100,000 technology gifts and cash red envelopes during the 2026 Spring Festival [5]. - The event features advanced technology products such as the Yushu Robot, Tuo Zhu 3D printer, and DJI drones, along with electric vehicle usage rights for the Audi E5 Sportback and Mercedes CLA [5]. Group 2: Participation Methods - Users can participate by opening the Doubao App and clicking on "Doubao New Year" to engage in AI-driven activities and have a chance to win cash red envelopes up to 8,888 yuan [7]. - On New Year's Eve, users can interact with the Spring Festival broadcast for three rounds of prize draws, with opportunities to win technology gifts or cash red envelopes [8]. Group 3: Prize Details - The prize pool includes various items such as: - 25 units of Yushu Robot G1 EDU U2 (usage until December 31, 2026) [8]. - 20 units of Songyan Power Robot Bumi [9]. - 30 units of MagicDog-Pro [9]. - 25 units of Audi E5 Sportback and Mercedes CLA (usage until December 31, 2026) [9]. - 6,666 units each of DJI Osmo Pocket 3, DJI Neo 2 drone, DJI Osmo Action 5 Pro, and other tech gadgets [10].

睡眠监测是指通过多种传感与数据分析技术，对个体睡眠过程中的睡眠时长、睡眠结构、呼吸状态及夜间生命体征 进行连续采集、分析与事件识别的综合解决方案，是当前健康管理、慢病管理与睡眠障碍筛查领域的重要技术基 础。根据应用场景和技术路径不同，睡眠监测产品主要包括可穿戴设备（手环、手表、戒指等）、非接触式床旁设 备（床垫下传感器、床旁雷达或压力传感器）以及医用级睡眠监测与筛查设备（多导睡眠监测 PSG 、家用睡眠呼吸 检测 HSAT ），共同覆盖从日常健康管理到临床诊断的多层级需求。 从技术与功能角度看 ，消费级可穿戴设备强调连续性、便捷性与用户依从性，主要用于睡眠行为趋势分析与风险提 示；非接触式床旁设备则通过雷达、压力或微动传感实现无感监测，适合家庭、养老及长期照护场景；医用级设备 以 PSG 和 HSAT 为代表，具备更高的信号完整性与诊断准确性，是阻塞性睡眠呼吸暂停、周期性肢动等睡眠障碍的 标准评估工具。三类产品在精度、监管要求和应用深度上形成清晰分层，但在数据算法与远程管理层面呈现逐步融 合趋势。 从产业链结构看 ，上游关键原材料与部件包括光学传感器与 PPG 模组、 MEMS 加速度计与陀螺仪、压力或毫米波 ...

Group 1 - The core viewpoint is that the ongoing electricity shortage in North America, combined with the accelerated construction of AI data centers, is driving a surge in demand for liquid cooling solutions, presenting new growth opportunities for the company [1][2]. Group 2 - The electricity shortage logic in North America is deepening, with data center primary and backup power installations accelerating, leading to increased cooling and supporting demand. By 2026, the combined capital expenditure of Meta, Google, Microsoft, and Amazon is expected to rise to the range of $700-900 billion, which will drive the rapid construction of AI data centers [2]. - The U.S. Department of Energy predicts that from 2023, the electricity demand from U.S. data centers will increase by approximately 13-27% annually, reaching 325-580 TWh by 2028, accounting for 6.7%-12% of total U.S. electricity demand [2]. - The company, as a core supplier of commercial vehicle engines, is positioned to benefit from the electricity shortage logic in North America, with its supply capabilities extending to natural gas and diesel cooling modules and after-treatment systems [2]. Group 3 - The upgrade of chip power is driving growth in the cabinet liquid cooling market. Current mainstream chips from NVIDIA have thermal design power ratings of 1.0 kW and 1.2 kW, with cabinet power exceeding 130 kW [3]. - As rack power density exceeds 75 kW, direct liquid cooling solutions can meet the cooling needs of high-density cabinets, leading to increased shipments of high-power cabinets and rising penetration rates of liquid cooling [3]. - The company has developed a comprehensive liquid cooling product layout covering both internal and external server cabinets, including immersion cooling equipment, precision air conditioning, and diesel generator liquid cooling modules [3]. Group 4 - The company forecasts revenues of 15.13 billion, 18.21 billion, and 21.41 billion yuan for 2025-2027, representing year-on-year growth of 19%, 20%, and 18% respectively. The net profit attributable to the parent company is expected to reach 0.95 billion, 1.35 billion, and 1.70 billion yuan, with year-on-year growth of 21%, 41%, and 26% respectively [4].

Industry Information - Beijing Economic and Technological Development Zone implements intelligent connected vehicle initiatives to enhance AI's role in data-driven technology [2] - Shenzhen releases a three-year consumption action plan focusing on green electricity consumption and charging infrastructure [2] - The largest high-speed supercharging station in China is operational in Hangzhou [2] - NIO achieves a milestone of 100 million battery swaps, with a network covering 8,627 stations nationwide [39] - CATL signs a comprehensive strategic agreement with Yunnan to promote green energy and transportation [10] Policy Information - The 2026 Central Document No. 1 emphasizes expanding rural consumption and supporting the adoption of new energy vehicles [26] - The Ministry of Transport plans to build over 10,000 charging guns in national highway service areas by 2026 [14] - The 2026 action plan for Beijing's traffic governance includes increasing the coverage of charging facilities [25] - Canada plans to abolish mandatory electric vehicle regulations and reintroduce consumer subsidies for electric vehicles [12] Company Information - BYD launches a new brand "Linghui" focused on the mobility market, aiming to provide affordable and advanced electric vehicles [33] - Xpeng Motors announces the launch of its AIOS 6.0 OTA update, featuring the industry's first proactive service cockpit [35] - Li Auto is set to open its 4,000th supercharging station, enhancing its charging network [39] - Xiaomi Motors updates its city driving assistance feature, lowering the mileage threshold for users [37] - NIO collaborates with a local company to enhance battery swapping services during the Spring Festival [39]

2月8日，由龙岗区机关事务管理局主导实施的区政府大院及周边光储充一体化示范项目正式并网试运 行。据悉，该项目打破机关项目封闭运行模式，在大院西侧专门建设面向公众开放运营的超充站咖啡 吧，让绿色发展成果惠及更多市民。 大院西侧建设运营超充站咖啡吧 面向公众开放 据了解，该项目打破"政府主导、财政投入"传统模式，通过公开招标引入专业企业担任长期"能源管 家"，由企业全程负责投资、建设与运维工作。企业依托充电服务费、储能峰谷价差、绿色电力交易等 市场化运营模式实现收益闭环，让政府在零财政投入的前提下，高效完成能源设施升级改造，成功构建 起"政府搭台、企业唱戏、互利共赢"的良性发展格局。 机关大院不再是单纯的办公场所，全域空间皆为企业技术测试、产品应用提供实景展示平台，无处不场 景，无处不商机、无处不科技。比如，院内道路应用超薄沥青技术在零财政投入下完成"机非分流"安全 升级与环境焕新，大院二楼走廊化身"黑科技产品展厅"，人工湖成为无人船收集水质数据的测试场景， 会议休息区设置智能设备展示区，以全场景资源牵引企业产业技术迭代，形成"场景赋能产业、产业改 进民生"的生态闭环，让每一处空间都成为企业创新发展的助力平台。 ...

Group 1: Education Development - Shenzhen has made significant progress in basic education during the 14th Five-Year Plan, adding over 900,000 new educational slots and expanding the number of group schools from 30 to 103 within four years [2][3] - The city aims to enhance the quality of group-based education through a combination of software improvements and hardware upgrades, focusing on campus culture, teacher development, and curriculum construction [3][4] - Suggestions include expanding cooperative education models to integrate quality resources and meet local needs, ensuring sustainable and replicable educational resource distribution [4] Group 2: Healthcare Innovation - Shenzhen plans to enhance its medical treatment capabilities by establishing 100 clinical key specialties and 30 specialized medical centers during the 15th Five-Year Plan [5][6] - The city aims to leverage its technological advantages to create a medical innovation platform, where engineers and doctors collaborate to develop AI-assisted diagnostic tools and robotic surgeries [7] - The establishment of a high-level international medical system is a priority, especially with the upcoming APEC conference, to attract global resources and expertise [5][8] Group 3: Economic Development and International Cooperation - The APEC conference in Shenzhen is seen as a strategic opportunity to elevate the city's global visibility and attract resources, particularly for the Qianhai and He Tao development zones [8][9] - Emphasis is placed on creating a favorable business environment through regulatory innovations and enhancing the service industry to support cross-border trade and economic growth [9][10] - The establishment of representative liaison stations in Qianhai aims to facilitate communication and gather insights for policy recommendations, focusing on comprehensive reform and high-quality development [10]

允中 发自 凹非寺 量子位 | 公众号 QbitAI 大模型通往现实世界的"最后三公里"，Agent已然成为最具代表性的入场券。 但当下的共识发生了微妙的变化： 衡量一个Agent够不够强，早已不再看它能不能"答对问题"，而是看它在面对多轮推理、工具调用及复杂协作时，能否用最短的路径、最少的交互预算， 稳定地搞定任务。 在这一背景下，一个长期被行业忽视的底层命题浮出水面： 当Agent的框架、工具、数据和训练方式都保持一致时，仅仅改变语言模型的生成范式（Autoregressive vs Diffusion），是否会系统性地改变 Agent的规划与行为模式？ 近日，来自华为诺亚方舟实验室、华为先进计算与存储实验室、UCL、南洋理工大学、清华大学和北京大学的研究团队，在最新工作《DLLM Agent: See Farther, Run Faster》中，对这一问题给出了迄今为止最"对照实验式"的回答。 他们发现，仅仅是把"底座"换成了扩散式大模型（DLLM），Agent就像突然开了"上帝视角"，执行速度不仅提升了30%以上，甚至在部分复杂任务中跑出 了8倍于传统AR模型的效率。 文章链接：https://arx ...

春节期间，天猫超市全国100个重点城市支持正常配送。与去年平均"次日达"的配送效率相比，今年能够至少提前"半天"送到。全国新增34个城市支持天 猫超市闪购，其中，杭州、上海、广州、北京、深圳等13个核心城市，消费者在天猫超市下单后，能够最快4小时送到家。 史上最长春节假期即将到来，淘宝天猫宣布，春节不打烊，闪购快递不放假。 2月12日，淘宝天猫"春节不打烊"活动将正式启动，覆盖整个春节假期。淘宝天猫官方立减商品9折起，全国220个城市正常送货。 值得一提的是，品牌官方旗舰店入驻淘宝闪购，安踏、乔丹、联想、苏泊尔（002032）、倍轻松、良品铺子（603719）、知味观等品牌全力保障应急年货 即时送达，让P人过年也不慌。良品铺子相关负责人介绍，良品铺子全国2000家线下门店均接入了淘宝闪购，春节期间所有门店照常营业，消费者下单 后，最快半个小时就能送货上门。 为点燃春节消费热潮，浙江、江苏、山东等地国补券量加码，消费者购买家电数码等品类，叠加平台大促优惠低至5折，美的、海信、海尔、格力、西门 子、华为、小米等千余品牌参与。此外，天猫送装服务开启"春节不打烊"模式，官方物流、上门安装、售后保障照常运行，确保消费者 ...

允中 发自 凹非寺 量子位 | 公众号 QbitAI 大模型通往现实世界的"最后三公里"， Agent 已然成为最具代表性的入场券。 但当下的共识发生了微妙的变化： https://noah-dllm.github.io/ 核心结论一览 在完全相同的Agent工作流、训练数据和交互预算下，研究发现： 衡量一个Agent够不够强，早已不再看它能不能"答对问题"，而是看它在面对多轮推理、工具调用及复杂协作时，能否用 最短的路径、最少的 交互预算，稳定地搞定任务 。 在这一背景下，一个长期被行业忽视的底层命题浮出水面： 当Agent的框架、工具、数据和训练方式都保持一致时，仅仅改变语言模型的生成范式（Autoregressive vs Diffusion），是否会系统 性地改变Agent的规划与行为模式？ 近日，来自 华为诺亚方舟实验室、华为先进计算与存储实验室、UCL、南洋理工大学、清华大学和北京大学 的研究团队， 在最新工作 《DLLM Agent: See Farther, Run Faster》中，对这一问题给出了迄今为止最"对照实验式"的回答。 他们发现，仅仅是把"底座"换成了扩散式大模型（DLLM），A ...

Core Viewpoint - The article discusses the launch of the "Doubao New Year" event by Doubao, a ByteDance AI application, which aims to engage users through a combination of cash red envelopes and technology gifts during the Spring Festival [3][4]. Group 1: Event Details - The event will distribute over 100,000 technology gifts and cash red envelopes during the Spring Festival, particularly during the live broadcast of the Spring Festival Gala [3][4]. - Users can participate by opening the Doubao app and engaging in interactive activities, with opportunities to win cash prizes up to 8,888 yuan [6][13]. - The event is divided into two phases: the first phase focuses on AI-generated greetings and interactions starting on February 13, while the second phase coincides with the Spring Festival Gala on February 16 [13]. Group 2: Technology Gifts - The technology gift offerings include 17 products, such as robots, drones, and smart appliances, with notable items like the Audi E5 Sportback and Mercedes CLA available for use [14][15]. - These gifts are integrated with Doubao's large model capabilities, enhancing user interaction through advanced AI features [15]. Group 3: User Engagement Strategy - The event emphasizes low participation barriers and diverse reward forms, moving beyond traditional cash giveaways to include tangible tech experiences [18]. - Doubao has designed various AI interactive functions for the Spring Festival, allowing users to create personalized greetings and engage with AI as a "lifestyle assistant" [18]. Group 4: Industry Context - The article highlights a competitive landscape where multiple AI applications, including Tongyi Qianwen and Tencent Yuanbao, are also launching similar Spring Festival activities to attract new users [19]. - Industry experts suggest that the true measure of success for these activities will be user retention and engagement post-festival, rather than just immediate participation metrics [20].