Core Insights - The article introduces a specialized guidance program for academic papers in the field of embodied intelligence, highlighting the expertise of the faculty involved [1] - The program supports various research directions including large models, reinforcement learning, and robotics, catering to a wide range of academic needs [1] Group 1: Services Offered - The program provides comprehensive support for the entire paper process, including experimental guidance and doctoral application assistance [4] - There is a high success rate for papers already accepted in top conferences and journals such as CVPR, AAAI, and ICLR [4] Group 2: Target Publications - The guidance covers submissions to top-tier conferences and journals classified under CCF-A, CCF-B, CCF-C, as well as SCI and EI indexed publications [5] - It also includes support for various academic requirements such as thesis papers and competition entries [5]

Core Insights - The global smart eyewear market is projected to ship 4.296 million units in Q3 2025, representing a year-on-year growth of 74.1% [1] - The audio and audio-capturing glasses segment is expected to see a significant increase in shipments, with a year-on-year growth of 287.5%, while the AR/VR segment is experiencing a decline of 23.2% [1] - Meta has launched new products, achieving a market share of 75.7%, while Chinese manufacturers like Xiaomi, Thunder, Xreal, and Viture are also gaining traction in the market [1] Global Market Overview - The global smart eyewear market is expected to see a shipment of 4.296 million units in Q3 2025, with a year-on-year growth of 74.1% [1] - The audio and audio-capturing glasses market is projected to ship 2.994 million units, showing a remarkable growth of 287.5% [1] - The AR/VR market is expected to ship 1.302 million units, but it is facing a decline of 23.2% [1] Chinese Market Insights - The Chinese smart eyewear market is projected to ship 623,000 units in Q3 2025, reflecting a year-on-year growth of 62.3% [3] - The audio and audio-capturing glasses segment in China is expected to ship 454,000 units, with a year-on-year growth of 79.2% [5] - The AR/VR market in China is expected to ship 169,000 units, showing a year-on-year growth of 29.4% [6] Product Innovations and Trends - Major Chinese brands are launching new products, including Alibaba's Quark G1 and Baidu's AI glasses, which are expected to enhance market dynamics [5] - The proportion of products supporting large models has reached 49.5%, indicating a trend towards AI integration in smart eyewear [5] - The AR/ER category is leading growth in the AR/VR market, with a market share of 83.4% and a year-on-year growth of 142.3% [6] Future Projections - The Chinese smart eyewear market is expected to reach 4.508 million units by 2026, with a year-on-year growth of 77.7% [6] - The audio and audio-capturing glasses segment is projected to ship 3.434 million units, reflecting a growth of 68.1% [6] - The AR/VR device shipments are expected to reach 1.073 million units, with a year-on-year growth of 62.1% [6] Competitive Landscape - The smart eyewear market is entering a phase of scale growth, with major companies launching new products and driving technological innovation [8] - Competition is shifting towards ecosystem collaboration, content integration, and practical application scenarios [8] - The market is expected to see a more diverse competitive landscape, with a focus on user experience, AI functionality, and ecosystem completeness [9]

编辑部 整理自 凹非寺 量子位 | 公众号 QbitAI 从移动互联网的"人机连接"走向AI时代的"智能连接"，企业正在经历一场深层重构。 在大模型与智能体快速普及的当下， 中关村科金总裁喻友平 给出了一个贯穿技术与业务本质的判断：AI时代的核心，不是工具更强，而是连 接更强。 智能体正在成为新时代的超级连接器，把人、数据、知识与智能编织进企业的全流程运行体系中，进而形成新的数字人力体系。 企业智能化不再是一次性项目，而是由场景选择、数据与知识治理、模型构建三元素持续迭代驱动的长期工程。 在量子位MEET2026智能未来大会上，喻友平进一步提出，真正让智能体规模化落地的，是底座平台能力的重构。 大模型平台提供认知中枢，AI能力平台补齐感知细节，AI数据平台沉淀企业级记忆。 在三者之上，打造一个数百上千个数字员工协同工作的"智能体集市"，成为企业营销、运营、生产等环节的组织新单元。 为了准确呈现喻友平的完整思考，以下内容基于演讲实录进行整理编辑，希望能提供新的视角与洞察。 MEET2026智能未来大会是由量子位主办的行业峰会，近30位产业代表与会讨论。线下参会观众近1500人，线上直播观众350万+，获得了主 ...

来源：央视财经 此外，受甲骨文公司股价大跌拖累，美股七大科技巨头与热门芯片股多数下跌，令纳指承压走低，美国三 大股指周四涨跌不一。截至收盘，道指上涨1.34%，标普500指数涨0.21%，纳指跌0.25%。其中，道指周四 分别创盘中和收盘历史新高。 美股热门芯片公司博通发布财报 公司股价11日盘后跌超5% 公司方面，美股热门芯片公司博通在周四盘后发布2025财年四季度财报。受益于AI基建热潮推高定制芯片 需求，公司当季营收达180亿美元，创单季度营收历史新高，且营收与盈利均加速增长。谷歌近期发布的大 模型"双子座3"广受好评，作为谷歌自研TPU芯片供应商，博通近期还与OpenAI签署自研芯片合作协议。公 司预计，AI芯片收入在本财季有望翻倍。 美联储降息叠加扩表，引发美债收益率全线走低，美元指数下跌，国际金价周四大涨超过2%。此外，白银 期货价格延续强劲涨势，金融机构继续看好白银价格明年的上涨前景，截至收盘，纽约商品交易所明年3月 交割的白银期价收于每盎司64.592美元，涨幅为5.84%。 不过，甲骨文公司此前一天发布的财报利空，引发了市场新一轮对AI行业高估值难以持续的担忧情绪，投 资者此前买入博通业绩向 ...

Core Insights - OpenAI has officially released its new model GPT-5.2, focusing on general intelligence, coding capabilities, and long-context task processing, following Google's Gemini 3 update [3][5]. Product Performance and Structure - GPT-5.2 has improved speed in information retrieval, writing, translation, mathematical reasoning, and programming tasks, and can handle longer and more complex reasoning chains [5]. - The model is divided into three versions: Instant, Thinking, and Pro, catering to different needs such as instant responses, deep reasoning, and high-performance tasks [5][9]. - Pricing for the API has been adjusted, with input costs at $1.75 per million tokens and output costs at $14 per million tokens, with a 90% discount on cached input [5]. Competitive Landscape - OpenAI's recent updates come after mixed feedback on GPT-5 and a notable performance from Google's Gemini 3 in various industry tests, prompting OpenAI to accelerate product iterations [7]. - OpenAI's CEO stated that the impact of Gemini 3 on internal metrics was less than expected, with plans to end the "red code" status by January [7]. User Management and Content Licensing - Disney has announced a $1 billion investment in OpenAI, allowing the use of its characters in OpenAI's Sora video generation tool [9]. - OpenAI is enhancing user management capabilities, including testing age verification features to implement content and model access restrictions [9]. - The three-tier structure of GPT-5.2 aligns with the company's strategy to offer tailored capabilities for different user needs, with plans for additional tools for enterprise content automation and permission management [9].

" 在模型与算力的潮汐中，智能星火正在汇成产业巨浪，且看AI如 何重构产业生态的万千图景。 " 作者丨徐晓飞 编辑丨包永刚 12月12日的深圳，和世界万千城市一同蛰伏于智能产业爆发的黎明前夜，而一场汇聚前沿洞见的思想盛 会，正在此破土而出。 站在大模型技术深入"产业变革"的关键节点， 第八届 GAIR 全球人工智能与机器人大会 ，正式在深圳博 林天瑞喜来登酒店举办。 大会共开设四个主题论坛与两个闭门会议，聚焦 大模型、AI算力、世界模型、 数据&一脑多形、AI 硬件 等领域的创新脉搏。 这是GAIR大会走过的第八载，也是中国AI产学研投专家群体，对当前科技变革的又一次思想共振与方向校 准。 古有探骊得珠，需持炬而入深海，方可见骊龙颔下之至宝。 对眼下的AI大模型产业变革来说，亦是如此。 要知道，如今的AI大模型浪潮，已从几年前的"技术破壁"迈入了"价值深耕"阶段，愈发如深海骊龙的颔下 之宝，浮于浅水者必不可得。 而始于2016年的GAIR大会便如这枚探海之炬，八载深耕，薪火相传，汇聚前瞻学者与行业先锋的顶尖思 想，既照见了全球 AI 从业者的筚路蓝缕，也照彻了智能纪元从萌芽到勃发的浩荡征程。 GAIR大会至今 ...

12月12日，港股AI转暖，科网龙头多数飘红，传闻小米17 Ultra本月发布，小米集团-W领涨逾2%；美 团-W涨逾1%，阿里巴巴-W、快手-W、腾讯控股跟涨。港股AI核心工具——港股互联网ETF （513770）早盘高开，场内价格现涨0.93%，日线成功转红，终结此前4连阴。 1. 估值洼地：10月以来，港股AI震荡回调，截至12月10日，恒生科技指数累计下跌13.68%，远低于 创业板指同期表现。汇聚互联网龙头的港股通互联网指数跌幅更深，同期下跌16.7%，目前市盈 率PE仅25倍，位于近10年27.73%分位点的低位水平，"全球估值洼地"属性进一步凸显。 2. 流动性充沛：港股资金面持续改善，2025年南向资金净买入额已突破1.3万亿港元，为市场注入强 劲流动性。此外，美联储降息趋势延续，全球资金重新配置，也加速了外资回流港股市场。 3. AI主线高频催化：以阿里巴巴为首的互联网龙头AI突破频出，Meta最新宣布采用阿里千问优化最 新AI模型；阿里云发布一站式Agentic AI基础设施平台函数计算AgentRun。此前阿里千问App公 测一周下载量破千万，成史上增长最快AI应用。 港股互联网ETF（ ...

Summary of Key Points from Conference Call Industry Overview - The A-share market is experiencing divergence, with the ChiNext index rebounding while the Shanghai Composite Index is retreating, influenced by global market adjustments and macroeconomic uncertainties related to the Federal Reserve's interest rate decisions and data availability [1][2] - The Hong Kong stock market is highly volatile due to multiple factors, including sensitivity to policy and exchange rate changes among overseas investors, while domestic investors remain relatively stable [1][5] Core Insights and Arguments - The market is facing risks from global central bank interest rate hikes leading to liquidity tightening and uncertainties surrounding domestic incremental policies. The RMB exchange rate fluctuations add to this uncertainty [1][8] - The 3,900-point level appears to be a strong support level for the Shanghai Composite Index, but there is a lack of upward momentum, suggesting potential for continued volatility [1][9] - The demand for optical modules (CPO) in the AI industry is rigid, as they are crucial for efficient computing power transmission. The OCS technology holds significant importance within Google's supply chain, but domestic companies need to be evaluated for their core competitiveness [1][10][22] Additional Important Content - Global stock market fluctuations are closely tied to macroeconomic events, including the mixed signals from the Federal Reserve regarding interest rate decisions. If policies exceed expectations, technology and cyclical sectors are likely to perform well [3][15] - Overseas investors are currently adopting a wait-and-see approach, awaiting clear policy outcomes from upcoming economic meetings, which is affecting market liquidity [6] - Domestic investors are generally optimistic about incremental policies supporting economic growth, although some remain cautious due to the lack of specific details [7] - The supply-demand relationship for upstream resource varieties has shown some improvement, but future actions will depend on policy directions from upcoming meetings [13] - The innovation drug sector faces challenges due to a lack of stimulating news and liquidity issues in the Hong Kong market, but long-term prospects remain positive due to strong capabilities in innovation among Chinese companies [27][28] Market Sentiment and Future Outlook - Current market sentiment is cautious, with investors hoping for the implementation of incremental policies to boost confidence in economic recovery. If these policies exceed expectations, technology and cyclical sectors may perform well [15] - The anticipated CPI and PPI data indicate structural recovery in the economy, suggesting that further policy stimulus will be necessary to support cyclical sectors [29] - The potential for short-term rallies in cyclical sectors exists, but investors should be wary of volatility risks when positive news is priced in [30]

Core Insights - OpenAI has officially launched its new model GPT-5.2, focusing on general intelligence, coding capabilities, and handling long-context tasks [1] - The release follows Google's Gemini 3, which recently excelled in various industry benchmarks, prompting OpenAI to adjust its development resources for faster product iteration [1][4] Performance, Pricing, and Product Structure - GPT-5.2 has improved speed in information retrieval, writing, translation, mathematical reasoning, and programming tasks, and can manage longer and more complex reasoning chains [3] - The model is divided into three versions: Instant, Thinking, and Pro, catering to different user needs, and will be available to ChatGPT paid plan users starting Thursday [3] - API pricing has been adjusted to $1.75 per million tokens for input and $14 per million tokens for output, with a 90% discount on cached input [3] Content Licensing and User Management - Disney has invested $1 billion in OpenAI, allowing the use of its characters in the Sora video generation tool, with content usage subject to internal review [5] - OpenAI is testing an age verification feature to manage user access and content presentation, with an "adult mode" expected to launch in Q1 next year [5] - The three-tier structure of GPT-5.2 is designed to enhance model capability granularity, with plans for additional tools for enterprise content automation and permission management in the coming weeks [5]

Group 1 - OpenAI has launched the new model GPT-5.2, which is now available for paid users and API access, following the competitive pressure from Google's Gemini 3 [2] - The release of GPT-5.2 comes less than a month after GPT-5.1, indicating a rapid development cycle in response to market competition [2] - The core focus of GPT-5.2 is to enhance workplace efficiency, with capabilities including creating spreadsheets, writing presentations, coding, analyzing images, and reading long texts [2] Group 2 - Bilibili has denied rumors that all video content will require a paid membership starting March 1, 2026, and stated that they will pursue legal action against those spreading false information [3] - ZTE Corporation has issued a statement opposing all forms of corruption and is in communication with the U.S. Department of Justice regarding related matters, asserting that its operations remain normal [3] Group 3 - JD Industrial has officially listed on the Hong Kong Stock Exchange with a public offering price set at HKD 14.1 per share, aiming to raise approximately HKD 28.27 billion [4][5] - Xiaomi has announced the launch of its first self-produced central air conditioning unit, designed for larger homes and high-end users, with a total of five configurations available [5] Group 4 - Apple's first smart glasses, Apple Glasses, are expected to be released in 2026, with a likely announcement at the WWDC, and will rely on the iPhone for certain functionalities [6] - The HarmonyOS version of WeChat Moments now supports sending and viewing live photos, with over 27 million installations reported [6] Group 5 - Leap Motor's CEO and a shareholder have purchased a total of 215,060 shares at an average price of HKD 50.51, amounting to over HKD 100 million, reflecting management's confidence in the company's future [6] Group 6 - QQ has introduced an AI summary feature for group chats, allowing users to quickly grasp key points from dense conversations [7] - Elon Musk has praised Tencent's ability to identify and invest in promising gaming studios, highlighting their success in the Western gaming market [7] Group 7 - The China Association of Automobile Manufacturers reported that in November, automobile production and sales continued to show strong growth, with monthly production exceeding 3.5 million vehicles, a historical high [9] - For the first 11 months of the year, both production and sales of automobiles surpassed 31 million units, with year-on-year growth exceeding 10% [9] Group 8 - The scale of the vehicle trade-in program is expected to exceed 180 billion yuan in 2025, driven by strong subsidies and tax incentives for new energy vehicles [10] - The expected growth in the automotive market is supported by nearly 400 billion yuan in tax exemptions and subsidies, indicating a significant increase in sales [10]