银河证券指出，AI应用端迎来密集催化，如MiniMax与智谱AI上市后表现强势、英伟达携手礼来推进AI 辅助药物研发、OpenAI布局医疗健康领域等事件均提升了市场对AI应用的关注度。伴随技术验证向商 业价值兑现过渡，B端在AI+营销、工业软件、医疗和金融等领域有望率先实现规模化落地，而具备用 户基础的C端优质企业亦可通过AI赋能巩固竞争壁垒。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能 提供基础资源、技术以及应用支持的上市公司证券作为指数样本，以反映人工智能主题上市公司证券的 整体表现。 截至2026年1月16日 10:18，中证人工智能主题指数(930713)成分股方面涨跌互现，星宸科技领涨 7.16%，澜起科技上涨4.29%，北京君正上涨3.90%；昆仑万维（维权）领跌。AI人工智能ETF(512930) 最新报价2.4元。 消息面上，智谱联合华为开源的新一代图像生成模型GLM-Image，在模型开源不到24小时即登上全球 知名AI开源社区Hugging Face（抱抱脸）榜单的全球第一，模型SOTA性能、创新结构和训练过程迅速 引发海外科技圈热议。 ...

通过互联网视频提取具身智能训练数据，已成为行业突破 "数据荒"的 重要 方向 ， 特斯拉早在 2025 年就明 确布局，Optimus 机器人已实现通过第一视角视频 学习 扫地、炒菜等 16 项任务，后续更 是加大使用 互联 网第三人称视频扩大训练规模，复刻 FSD 的成功路径。 国内不少企业也 在 跟进这一 技术路线 ，但行业 依旧 处于各自为战的状态 ， 多数企业的数据仅服务于自有 模型，既不对外开源，也缺乏统一的质量评估标准，导致数据精度、一致性等核心指标无法量化验证，难以形 成协同效应。 不过，现在这种现状即将迎来转机。 在机器人学习领域， "数据荒" 一直是制约技术落地的核心痛点。传统机器人训练依赖昂贵的遥操作设备或专 业动捕工作室，不仅成本高企，还难以覆盖真实世界的多样化场景。而互联网上海量的人类手-物交互视频， 却因物理不一致、形态不匹配等问题，长期被挡在机器人训练的数据大门外 ， 如果能够有效解决这个棘手问 题，那么机器人产业将面临一次彻底的变革。 近日，清华大学与枢途科技研发团队联合推出的 RoboWheel数据引擎正式发布 。该引擎可将普通单目 RGB/RGB-D 相机拍摄的人类手-物交互 ...

Core Insights - The article highlights the advancements in humanoid robots developed by Zhongyu Embodied Intelligence Laboratory and Zhuoyide Robotics in Zhengzhou, showcasing their integration into public spaces and tourism [1][3]. Group 1: Humanoid Robot Development - The humanoid robots, such as "Xiao Yi" and "Rui Na," are designed to interact with visitors in multiple languages and exhibit human-like expressions, enhancing the tourism experience in Zhengzhou [1][2]. - The development process involves extensive data collection from diverse individuals to optimize the robots' walking patterns and skills, demonstrating a commitment to creating more lifelike movements [2][3]. Group 2: Technological Capabilities - The robots are capable of performing complex actions like parkour and martial arts, which serve as a demonstration of their agility and coordination, laying the groundwork for future applications in various sectors [3]. - The upcoming generation of robots will feature improved flexibility and human-like appearance, responding to increasing demand for performances in cultural events [3]. Group 3: Industry Growth in Zhengzhou - Zhengzhou is emerging as a hub for humanoid robotics, with multiple projects and companies establishing a presence in the region, including the establishment of the Zhiyuan Robotics Central Embodied Intelligence Industry Base [3][4]. - The city's robust manufacturing sector and diverse market opportunities are driving the growth of the humanoid robotics industry, attracting leading enterprises and fostering innovation [3][4].

Core Insights - The integration of AI technology in schools is enhancing psychological health assessments and support for students, allowing for early detection and intervention of mental health issues [9][10][12]. Group 1: AI Psychological Assessment - Schools are adopting portable AI psychological assessment devices to evaluate students' mental health, providing metrics such as anxiety levels and emotional tendencies [10][11]. - The AI assessment device can collect over 30,000 pulse data points in just five minutes, offering a more accurate reflection of students' psychological states compared to traditional methods [11]. - Beijing Hongzhi Middle School has introduced 50 AI psychological assessment devices, enabling efficient and dynamic mental health screenings for over 1,300 students [12]. Group 2: AI Psychological Counseling - AI technology is also being utilized for psychological counseling, with systems like the AI Stress Relief Sphere providing personalized support and emotional recognition for students [12][13]. - The AI counseling programs are designed to be more approachable for students, particularly those who may be reluctant to seek help from human counselors [12][13]. - The "Zizai" psychological counseling model has been implemented in schools, offering empathetic chat and expert-level guidance, which has shown significant engagement from students and parents [13][14]. Group 3: Community and Public Services - Community centers are incorporating AI psychological systems to provide mental health support for youth, creating safe spaces for emotional expression and assessment [15][16]. - The AI mental health monitoring system in Guangzhou includes 14 modules to assess various psychological aspects, aiming to create comprehensive mental health profiles for adolescents [16][17]. - The "Yuexin" Growth Center in Wuxi is leveraging AI and big data to build a dynamic database for 46,000 students, facilitating collaborative mental health education across schools and communities [17].

位于郑州航空港区的河南空港智算中心 国家超级计算郑州中心的"嵩山"超级计算机每秒进行10亿亿次浮点运算 超聚变的生产线 每3分钟下线一台算力服务器 千里沃野间，农业大模型3秒生成定制化农事方案，让传统农耕焕发智慧新机 翻开北宋名画《清明上河图》，在汴京街市"赵太丞家"药铺的柜台上，一架算盘静卧其间——那是中原 大地的传统商贸智慧与计算文明。如今，在郑州高新技术产业开发区，国家超级计算郑州中心的"嵩 山"超级计算机正以每秒10亿亿次的浮点运算，演绎着新时代的"计算传奇"。 从算盘到超算，从人工拨珠到人工智能，一场跨越千年的AI革命正在中原大地上演：在郑州航空港经 济综合实验区（下称"郑州航空港区"），超聚变的生产线每3分钟下线一台算力服务器，落地4年即问鼎 国内AI服务器龙头；千里沃野间，农业大模型3秒生成定制化农事方案，让传统农耕焕发智慧新机…… 河南，这个居"天地之中"的省份，正在人工智能赛道上"换道领跑"。 ◎记者 王乔琪 铸就AI发展"黄金三角" 先天优势的兑现，离不开后天的精心培育。河南以顶层设计为引领，以政策支持为保障，以科教资源为 支撑，为人工智能产业营造了优质的发展生态。 ——政策集成，营造产业 ...

投资者提问： 1.公司的模型现在还是基于全国产'底座训练吧？ 2.讯飞星火有拓展文生视频的能力的规划么？ 免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确 性，内容仅供参考。 董秘回答(科大讯飞SZ002230)： 您好，公司自开展讯飞星火大模型攻关以来，始终以对标国际最先进大模型为目标，坚持走自主可控发 展路线，在算力较为紧张的情况下保持了全栈自主可控的星火底座大模型持续对标全球第一阵营，并且 在教育、医疗、消费者等重点赛道不断取得商业化落地成果。未来，公司将围绕算法、数据及应用场景 需求等持续提升星火大模型的多模态能力，并根据研发进度及产品规划，适时推动技术与应用的融合落 地。感谢您的关注。查看更多董秘问答>> ...

Group 1 - The "2025 Technology Wind and Cloud List" annual event will be held on January 15, 2026, in Beijing, with the theme "Inspiring New Intelligence, Embarking on a New Journey" [2] - Notable speakers include Jin Yong, a senior academician of the Chinese Academy of Engineering, and other leaders from various tech companies and institutions [2] - The event features a special dialogue on "Embodied Intelligence Leap Moment," discussing the current state and future of AI and robotics [2][3] Group 2 - Jin Yong's keynote speech highlighted AI's strengths in knowledge acquisition, data processing, and advanced algorithms, while also pointing out its limitations in creativity and problem discovery [3] - Jin Yaochu emphasized the need for more mechanisms that mimic human brain functions to advance embodied intelligence towards general AI [5] - GSMA's president, Si Han, discussed how mobile communication networks are being reshaped by AI, requiring them to be smarter and more efficient [7][8] Group 3 - Intel's VP, Song Jiqiang, noted the shift in AI capabilities from foundational models to intelligent agents, focusing on practical applications [10] - Baidu's VP, Ping Xiaoli, mentioned the upcoming evolution of digital humans, which will enhance productivity and enable personalized interactions [12][13] - Liu Erhai from Joy Capital discussed the significant market impact of AI, particularly among the "Seven Giants" in the tech industry, which collectively hold about one-third of the S&P 500's market value [15] Group 4 - DingTalk's financial industry manager, Li Wei, compared the current AI revolution to past industrial revolutions, suggesting it will fundamentally change organizational structures [17] - Zhou Feng, CEO of Yupaopin, highlighted the ongoing need for human involvement in certain job functions despite AI advancements [19] - The dialogue on embodied intelligence featured various leaders who disagreed with the notion that commercializing robotics will take another 20 years, arguing for the immediate applicability of these technologies [21][22] Group 5 - The roundtable on 6G innovation emphasized the importance of unified standards in the telecommunications industry to reduce costs and enhance collaboration [30][32] - Experts discussed the need for 6G to support emerging technologies like robotics, focusing on specific applications and industry needs [34] Group 6 - The "Agent Collaboration New Paradigm" roundtable identified key challenges in AI agent development, including adherence to business rules and cost-effectiveness [36][38] - The importance of identifying suitable application scenarios for AI agents across various sectors was emphasized, with a focus on enhancing efficiency [40][42]

Group 1 - Qianwen App fully integrates with Alibaba's ecosystem, launching over 400 new features including AI shopping [1] - OpenAI partners with AI chip manufacturer Cerebras in a $10 billion computing power collaboration [1] - Wikipedia signs AI content training agreements with tech giants including Microsoft, Meta, and Amazon [1] Group 2 - The Artificial Analysis Speech Reasoning leaderboard updates, with the Step-Audio-R1.1 model from Jieyue Star taking the top global position [1] - Douyin upgrades its minor mode product capabilities, enhancing "parental guidance" features and introducing the "AI notes" function [1] - iFlytek launches a marketing intelligence platform built on "SuperAgent" [1] Group 3 - Xingchen Tianhe releases a full-stack AI data solution called AIMesh [1] - Zhiyuan purchases thousands of hours of robot training data [1]

Group 1 - The core viewpoint of the article is the official launch of iFlytek's AI Marketing (AIMarX) platform, which is built on the SuperAgent framework to address complex marketing scenarios that require intelligent planning and multi-party collaboration [1] Group 2 - The platform aims to enhance marketing efficiency by leveraging advanced AI capabilities [1] - The launch event took place in Shenzhen on January 15 [1] - The focus of the platform is on solving challenges in marketing that involve intricate planning and coordination among various stakeholders [1]

Core Insights - The enterprise service market is undergoing a significant transformation driven by AI, with iFlytek launching the "Intelligent Procurement Platform" aimed at enhancing efficiency in the procurement process [2][4] - iFlytek's projects in the AI 2.0 era have led to a record-breaking revenue, with the company ranking first in the industry for project bids and amounts [2][7] Group 1: Intelligent Procurement Platform - The "Intelligent Procurement Platform" utilizes AI capabilities to streamline processes, reducing the average time for preparing bidding documents from 5-7 working days to 30 minutes, and achieving a 96% accuracy rate in bid-rigging detection [3] - The platform addresses challenges in procurement efficiency, compliance, and cost optimization, indicating a strong demand for digital transformation in this area [3][4] - iFlytek's shift from project-based delivery to a platform-based model allows businesses to assemble AI components with low-code or no-code solutions, enhancing customization and adaptability [3][5] Group 2: Market Position and Financial Performance - iFlytek's strong position in the market is highlighted by its substantial number of project bids, particularly in the financial sector, where it has secured contracts with major banks and financial institutions [7] - The company reported a revenue of 60.78 billion yuan for Q3 2025, a year-on-year increase of 10.02%, with a net profit of 1.72 billion yuan, reflecting a significant growth of 202.4% [7] - iFlytek's strategic focus on both B-end and C-end business development is crucial for balancing growth and profitability, with plans to enhance its platform and subscription models [8]