公众号记得加星标⭐️，第一时间看推送不会错过。 日前，TI发布了使用5nm工艺打造的自动驾驶汽车的"大脑"TDA5，也是德州仪器(TI)全新解决方案 的核心。应用这款芯片，即可构建"边缘AI"环境，将每秒运算速度从10万亿次(1 TOPS；1 TOPS为 每秒1万亿次运算)提升至高达1200万亿次(1200 TOPS)。TI表示，这使得车辆即使在面对复杂多变的 道路环境时，也能快速分析数据并做出响应，从而实现L3级自动驾驶。 能效也是一大优势。该芯片每瓦功耗 (W) 可支持 24 TOPS 的计算能力。德州仪器 (TI) 处理器产品 机构部门负责人（副总裁）Roland Schupfli 表示："对于电动汽车而言，单次充电续航里程是一项关 键指标，因此需要功耗更低、性能更高的芯片。"他补充道："TDA5 拥有业界最佳的能效。" 为了实现低功耗、高性能的 TDA5 芯片，德州仪器集成了其神经处理单元 (NPU) 产品 C7。副总裁 Schupfli 表 示 ： " 我 们 在 保 持 功 耗 相 近 的 情 况 下 ， 实 现 了 比 上 一 代 产 品 高 出 12 倍 的 AI 计 算 性 能。"他还补充道 ...

过去两年里，英伟达因为AI芯片业务实现了惊人的增长。 从2023年前九个月的275亿美元营收跃升至2024年同期的近1480亿美元，这样的增长速度在科技行业历史上都算得上罕见。 然而黄仁勋并不满足于此。 他将英伟达的下一阶段押注在机器人和制造业上，于是就有了Omniverse。 但其结果不仅没有达到预期，甚至还让慈眉善目的黄仁勋"破防了"。 在今年拉斯维加斯的消费电子展上，他还向外界讲述这个价值数万亿美元的机会故事，展台上会有西门子CEO、敏捷机器人公司CTO等重 量级嘉宾站台。 但在这些光鲜的表面之下，隐藏着一个令人尴尬的事实。 四位现任和前任英伟达员工透露，经过四年的努力，Omniverse业务几乎没有取得实质性进展。 虽然英伟达对外公布了一长串使用Omniverse软件的公司名单，从宝马、西门子到富士康、波士顿动力，但真正签约在Omniverse Cloud服 务器上运行大规模模拟的公司寥寥无几。 开发者对Omniverse工具的评价也不尽如人意。使用过Omniverse场景构建和模拟工具的开发者经常抱怨软件难以使用，容易崩溃，功能感 觉不完整。 软件开发者Valentin Forager表示，Omni ...

内容概要：精密智造解決方案（PIMS）市场包括零组件、模组及系统集成，其中零组件与模组部分因 其较高的技术复杂性而具有较高的战略重要性。近年来，受益于消费电子、汽车电子、通信与数据中 心、航空航天、高端装备等领域高科技和创新驱动，以及人工智能、先进医疗设备等新兴领域制造工艺 精细化的需求激增，全球精密智造解決方案（PIMS）市场规模呈现持续攀升态势。2025年全球精密智 造解決方案（PIMS）市场规模增长至9.47万亿元，其中，系统集成规模4.92万亿元，占51.91%；零组件 及模组规模4.55万亿元，占48.09%。预计2026年全球精密智造解決方案（PIMS）市场规模有望突破10 万亿元，其中，系统集成规模约5.24万亿元，占52.26%；零组件及模组规模约4.79万亿元，占47.74%。 上市企业：立讯精密[002475]、鸿海精密[2317]、歌尔股份[002241]、蓝思科技[300433]、德赛西威 [002920]、华勤技术[603296]、中际旭创[300308]、信维通信[300136]、中兴通讯[000063] 精密智造解決方案（PIMS）行业分类 二、精密智造解決方案（PIMS）行业发 ...

Group 1 - The core viewpoint of the news is that Sitergy's stock has shown a slight increase of 2.17% this year, with a market capitalization of 3.746 billion yuan and a trading volume of 55.8023 million yuan [1] - The company has a diverse revenue structure, with CRM contributing 46.97%, billing 19.51%, cloud computing 16.84%, and big data 16.68% to its main business income [1] - As of September 30, the number of shareholders increased to 29,100, while the average circulating shares per person decreased by 1.12% to 9,896 shares [2] Group 2 - For the period from January to September 2025, Sitergy reported a revenue of 240 million yuan, a year-on-year decrease of 25.48%, and a net profit attributable to shareholders of -177 million yuan, a decrease of 14.12% [2] - Since its A-share listing, Sitergy has distributed a total of 121 million yuan in dividends, with 5.9229 million yuan distributed in the last three years [3]

Group 1 - The article discusses the implications of digital governance and virtual justice, using a fictional scenario involving Trump and Venezuela as a starting point [1][3] - The concept of digital twins is introduced, which involves creating virtual replicas of real-world entities for better management and decision-making [3][4] - The potential for remote trials and AI-assisted justice is explored, highlighting the efficiency and challenges of such systems [4][6] Group 2 - The article raises concerns about algorithmic bias, data sources, and system vulnerabilities in the context of virtual justice [6] - It suggests that the concept of imprisonment may evolve in the digital age, with smart contracts and digital monitoring replacing traditional incarceration methods [7] - The need for clear rules, boundaries, and ethical considerations in the integration of technology into governance and justice systems is emphasized [7][8]

Core Viewpoint - The stock price of Alter has increased by 2.07% this year, with a market capitalization of 4.921 billion yuan as of January 5 [1][2]. Group 1: Stock Performance - As of January 5, Alter's stock price is 9.88 yuan per share, with a trading volume of 61.7361 million yuan and a turnover rate of 1.31% [1]. - In the past five trading days, the stock has risen by 2.17%, while it has seen a slight increase of 0.51% over the last 20 days and a decline of 11.79% over the last 60 days [2]. Group 2: Company Overview - Alter Automotive Technology Co., Ltd. was established on May 23, 2007, and went public on March 27, 2020. The company is located in Beijing Economic and Technological Development Zone [2]. - The main business involves the design of fuel vehicles and new energy vehicles, with revenue composition being 87.68% from new energy vehicle design, 11.73% from fuel vehicle design, and 0.59% from other services [2]. Group 3: Financial Performance - For the period from January to September 2025, Alter reported a revenue of 736 million yuan, representing a year-on-year growth of 19.30%. However, the net profit attributable to shareholders was -151 million yuan, a significant decrease of 12,246.62% year-on-year [2]. - As of September 30, 2025, the number of shareholders increased by 6.69% to 31,500, while the average circulating shares per person decreased by 6.27% to 15,400 shares [2]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited and the China Europe Innovation Theme Mixed Fund (LOF) A (501081) have exited the list of the top ten circulating shareholders [2].

市场研究部 2026 年 1 月 5 日 通信行业周报（12 月 29 日- 1 月 4 日） 通信行业市场回顾 2025 年 12 月 29 日至 12 月 31 日，通信（中信）板块下跌了 1.15%， 沪深 300 指数下跌了 0.59%，通信板块跑输沪深 300 指数 0.56 个百 分点。期间通信业区间涨幅位列中信一级行业第 23 位，在 30 个中信 一级行业中表现中下。2025 年全年，通信行业累计上涨 88.29%，在 中信一级行业中排第 2 位，表现较为突出。截至 12 月 31 日，中信通 信行业 PE TTM 为 27.08 倍，处于 37.06%的分位数。 中信通信行业包括上市公司共 119 家，期间 89 家公司收涨，30 家公 司收跌，总体上涨多跌少。涨幅前 3 名分别为信维通信、挖金客及天 喻信息，跌幅前 3 名则分别为鼎信通讯、线上线下及奥维通信。 周度关注：星链用户快速增长 2025 年底，SpaceX 旗下星链宣布已在全球 155 个国家和地区服务超 900 万活跃用户，标志着低轨卫星互联网正式迈入规模化商用新阶段。 再次刷新了全球卫星互联网行业的认知。标志着低轨卫星互联网 ...

Core Insights - The integration of technology into cultural tourism in Tangshan is transforming visitor experiences from passive observation to active immersion, enhancing cultural value and driving industry upgrades [1][2][4] Group 1: Technological Empowerment in Cultural Tourism - Technology is redefining traditional cultural tourism experiences, allowing for immersive environments that engage visitors beyond mere observation [2][4] - Tangshan's attractions, such as the "Tangshan Light" Ferris wheel and the Cao Fei Dian Doma Amusement Park, exemplify the successful fusion of modern technology with historical themes, drawing significant visitor numbers [2][3] Group 2: Revitalization of Industrial Heritage - The use of technology in industrial heritage sites is enabling a dynamic preservation of history, allowing visitors to engage with the past in meaningful ways [3][4] - Projects like the Kailuan National Mine Park and the Qixin Cement Factory Museum utilize immersive experiences to convey the historical significance of industrial sites, enhancing cultural tourism [3][4] Group 3: Industry Upgrades and Economic Growth - The deep integration of technology in cultural tourism is shifting the industry from resource-dependent models to innovation-driven approaches, fostering economic growth [4][5] - Tangshan's diverse cultural tourism product system, supported by technological advancements, is enhancing brand competitiveness and driving collaborative development across the industry [4][5] Group 4: Future Directions - The ongoing integration of technology and culture in tourism requires a focus on cultural depth alongside technological advancements to avoid superficial implementations [5] - Continued investment in technologies such as 5G, artificial intelligence, and digital twins is essential for the sustainable development of the cultural tourism sector [5]

（来源：用友） 01 本体智能体（Ontology-Driven Agent） 重新定义企业级智能体 AI技术热潮下，"智能体"概念备受热议，但真正能为企业创造价值的智能体，核心标准绝非炫技，而是能否可靠且持续地完成具体业务任务。正如一名优 秀的员工，不仅能胜任岗位职责，而且能出色的完成任务，既需要明确的任务指令、全面的业务上下文，也需要执行任务的工具权限、清晰的效果评估标 准，以及闭环的持续改进反馈机制 —— 这正是企业级智能体应具备的核心特质。 BIP"本体智能体"（Ontology-Driven Agent）植根于用友37年深耕企业服务领域沉淀的行业Know-how，以本体（Ontology）为核心纽带，连接结构化与非 结构化数据，打通智能体、模型、数据、AI数据库的协同链路，通过对业务实体、关系、流程与状态变化的全面建模，构建出与真实业务运营实时同 步、可交互且动态演进的数字孪生。 这一数字孪生不仅能反映当前业务状态，更具备预测、推理与自主响应能力：本体智能体（Ontology-Driven Agent）为智能体提供统一的语义标准，让分 散的业务系统形成可解释、可追溯的语义关联；记忆层通过写入与获取信 ...

2025年，三峡局启动葛洲坝枢纽通航指挥一体化试运行，整合调度指挥、船闸运行、锚地指泊等资 源，实现"一令管全程"；圆满完成三峡升船机第5次计划性停航检修，强化新装备新工艺应用，有序推 进非停航期检修，加强设备预检预修；积极引入AI大模型、数字孪生、物联网感知等前沿技术应用于 安全监管、设备运维及实时监测，提升枢纽安全运行智能化水平；统筹高质量发展与高水平安全，过闸 船舶安检合格率99.42%，全年"零死亡、零沉船、零污染事故"。（记者范昊天） 记者从长江三峡通航管理局获悉，2025年三峡枢纽共运行14415闸（厢）次，年通过量1.73亿吨， 同比增长8.66%。其中三峡船闸年通过量1.7亿吨，三峡升船机年客运量63.2万人次，双创历史新高。保 障4614.48万吨民生物资安全便捷过坝，助力长江经济带产业布局与区域经济联动。 ...