"大家有好奇，有期待，也免不了一些'拷问'。"12月9日，倪飞在回应中并未回避目前的困境。他表 示，手机行业已许久未出现颠覆式创新，在AI大变革时代，努比亚的选择是"开放"。 对于外界关于努比亚为何选择与豆包深度绑定的疑问，倪飞将其以"iPhone+ChatGPT"与"三星 +Gemini"的模式举例。他强调，核心目的是为了实现"1+1>2"，给用户带去更好的体验。他坦言，目前 也收到了一些问题和反馈，"正在与合作伙伴积极地沟通与解决"。 从发布时的"一机难求"炒至万元，到遭遇微信等App"堵截"，字节跳动豆包大模型与中兴努比亚联合发 布的努比亚Z60 Ultra领先版（工程机型号Nubia M153）在短短十天内站在了舆论的风口。 12月9日，针对近期行业对于努比亚M153技术预览版兼容性与安全性的讨论，中兴通讯终端事业部总 裁、努比亚技术有限公司总裁倪飞发文回应，表示收到了问题反馈，正与合作伙伴沟通解决。抖音集团 副总裁李亮随后也转发，称"AI带来的变革是真实存在的"。 倪飞、李亮回应：AI手机发展势不可逆 随后，抖音集团副总裁李亮转发了该微博，并配文称："豆包和中兴的探索是一个开始，不论这次是不 是会成 ...

本报讯(记者李昱丞)据邦彦技术股份有限公司(以下简称"邦彦技术")官微消息，近日，其"邦彦云PC"产 品成功落地四川长江液压件有限责任公司(以下简称"四川长江液压")，为四川长江液压产品研发场景搭 建云办公新基座。 作为下一代商用计算机的代表，"邦彦云PC"凭借核心功能与安全体系，已在政务、金融、医疗、制造 等多个行业实现落地应用。此次赋能四川长江液压，再次印证了其在专业高性能办公场景的优异适配能 力，也为更多制造企业的研发上云提供了可复制、可推广的解决方案。 此次合作中，"邦彦云PC"凭借独创的"云上真机"架构，不仅攻克了长江液压在研发数据安全与专业设计 软件流畅运行的双重难题，还通过PoC测试完成SOLIDWORKS、CAD等核心设计工具的稳定适配，为 制造行业研发上云树立了标杆。 在性能体验层面，"邦彦云PC"搭载高性能计算刀片，支持Intel i7处理器及专业GPU配置，可根据研发需 求灵活匹配32GB内存、4K真彩显示等软件专业型规格，充分满足SOLIDWORKS、CAD等软件对图形 渲染、复杂建模的算力需求。在前期PoC(概念验证)测试中，该系统成功验证了专业设计软件的流畅运 行能力，操作延迟不高 ...

一台从未接入互联网的机器人，仅凭一句语音指令，就能被远程控制，并转而攻击其他同类设备，这是 2025年GEEKCON安全极客大赛上的真实一幕。 而在真实的物理攻击中，派拓网络大中华区总裁陈文俊说，"我们注意到2021年一次成功攻击平均需9 天，2023年缩短至2天，今年最快只要25分钟。"一句话道出了防御体系的全面失速。面对AI驱动的主动 式攻击，被动、碎片化的传统架构已无力招架。 技术狂奔，安全掉队，风险正在物理世界真实发生。在年底多个科技行业会议上，数据安全、网络安全 都是重要的议题。对于安全厂商而言，留给他们教育用户"安全不只是合规"的时间不多了。 安全机制亟需前置 "我们发现了机器人内置的大模型Agent中的一个逻辑缺陷，这个漏洞可以让攻击者构造特定的语音输入 来获取目标机器人上的任意代码执行权限。"2025年GEEKCON（新极棒）安全极客大赛上，有参赛选 手针对某款人形机器人进行了深度突破，挑战仅凭一句自然语言对话，触发未知漏洞执行，远程攻破目 标机器人并取得了控制权。 被控制的接入无线网络的机器人，再将攻击指令以近场通讯的形式传递给其他同型号未接入网络的机器 人，并通过操纵未联网机器人完成攻击者 ...

Core Viewpoint - AT&T customers have until December 18 to claim their share of a $177 million settlement related to two significant data breaches that exposed personal information and call records of millions of customers [1][2]. Breach Details - The first breach, disclosed on March 30, 2024, affected approximately 73 million customers, with sensitive data from 7.6 million current and 65.4 million former account holders appearing on the dark web [2][3]. - The second breach, revealed in a July 12, 2024 SEC filing, involved the theft of call and text message metadata for nearly all 110 million AT&T wireless subscribers, covering interactions from May 1 to October 31, 2022, and a single day in January 2023 [4][5]. Security Implications - The breaches were linked to Snowflake Inc., a cloud data warehousing platform used by AT&T, where attackers exploited stolen credentials to access customer data [6]. - The U.S. Department of Justice requested AT&T to delay public disclosure of the breaches due to national security concerns, marking a notable instance under the SEC's cybersecurity disclosure rules [7]. Financial Aspects of the Settlement - The settlement allocates $149 million for customers affected by the first breach and $28 million for those impacted by the second, with potential claims of up to $5,000 for the first incident and $2,500 for the second [10]. - Customers without documented losses can still claim a pro-rata share of the remaining settlement funds, with legal fees estimated at approximately $49.7 million and $9.3 million for each breach [11]. Future Proceedings - A final approval hearing for the settlement is scheduled for January 15, 2026, with payments expected to begin within 90 days if approved [12].

算力产业需求专题解读 20251207 Q&A 2025 年阿里、字节和腾讯的资本开支情况如何？各自的重点布局是什么？ 以字节为例，2025 年其资本开支预计为 1,600 亿元，但实际落地的情况显示 国内部分仅达到预期的 40%左右。字节目前战略方向有所变化，主要集中在算 力卡领域，国内外占比约为 6:4。阿里的资本开支约为 1,100 亿元，基本与年 初预期持平，其对外开放量也保持稳定，截至上个月，总容量达到 700 兆瓦。 今年新增 250 兆瓦，相较于去年有所减少。腾讯的资本开支大约为 900 亿元， 同样与年初预期持平。 阿里、字节和腾讯在算力卡方面的具体采购情况如何？ 摘要 阿里今年在国内市场采购了约 22 万张 8 卡服务器，而去年则达到了 35 万张。 腾讯今年在国内市场采购了接近 20 万张 8 卡服务器。海外方面，阿里的总投 中国互联网巨头在算力卡领域的投资持续增长，但受限于高端算力卡的 供应。阿里、腾讯、字节跳动等公司在国内外市场均有大量采购，其中 阿里和字节跳动在海外市场的投入显著。 预计到 2026 年，阿里、字节跳动和腾讯的海外算力投资将分别增长 60%、200%和 10%左右，主 ...

Group 1: Securities Industry - The China Securities Regulatory Commission (CSRC) aims to strengthen classified regulation, providing appropriate relaxation for quality institutions and optimizing risk control indicators to enhance capital utilization efficiency [1] - Huachuang Securities believes the securities industry is shifting from a defensive contraction to an offensive expansion, opening up space for further improvement in ROE [1] - The approval of the merger between Guotai Junan and Haitong Securities, along with CICC's integration with Dongxing and Xinda, marks a new phase of "aircraft carrier-level" consolidation in the industry [1] Group 2: Optical Fiber Technology - China Telecom has launched the world's first cross-border hollow-core fiber and ultra-low latency commercial transmission system, achieving a 30% increase in light signal transmission speed and over 40% reduction in equipment processing latency [2] - The hollow-core fiber technology, which uses air and inert gases instead of solid fiber cores, significantly reduces communication latency, making it a promising medium for global optical communication [2] - The compound annual growth rate (CAGR) for hollow-core fiber commercialization is expected to reach 56.52% over the next six years [2] Group 3: Cultivated Diamonds - The 2025 Cultivated Diamond Industry Conference in Zhengzhou signed 30 projects with a total investment of no less than 15 billion yuan, highlighting the rapid growth potential of China's cultivated diamond market [3] - The market size for cultivated diamonds in China is currently around 14 billion yuan, projected to exceed 102.5 billion yuan by 2030 [3] - The demand for diamond heat dissipation technology is expected to grow due to advancements in 5G, AI, and cloud computing, positioning China as a leader in the superhard materials industry [3] Group 4: Cybersecurity - The National Internet Information Office has drafted a risk assessment method for network data security, requiring annual assessments for important data processors [4] - The data security industry in China is transitioning from passive compliance to proactive protection, with a projected market size exceeding 150 billion yuan by 2025 [4] - The market is expected to surpass 1 trillion yuan by 2027 and reach 500 billion yuan by 2030 [4] Group 5: Agriculture - The Ministry of Agriculture and Rural Affairs is accelerating the establishment of a standard system to promote high-quality agricultural development [5] - The focus is on achieving a balance between economic, social, and ecological benefits, transitioning from quantity expansion to quality improvement [5] - The high-quality development of agriculture is expected to enter a "fast lane" with continuous policy support and technological innovation [5] Group 6: Hydrogen Energy - China has successfully developed a 110 kW thermal coupling seawater direct electrolysis hydrogen production system, marking a key breakthrough in engineering applications [6] - This technology addresses the traditional reliance on freshwater resources for hydrogen production and offers innovative pathways for renewable energy development [6] - The technology is expected to achieve large-scale commercial application within the next 10-15 years, supporting global energy transition and carbon neutrality goals [6] Group 7: Innovative Drugs - The National Healthcare Security Administration has added 114 new drugs to the national medical insurance directory for 2025, including 50 innovative drugs [7] - The introduction of a commercial health insurance innovative drug directory is expected to improve payment pathways for high-value innovative drugs [7] - The innovative drug sector remains a key focus in the pharmaceutical industry, with potential for continued growth and investment opportunities [7] Group 8: Macro and Industry News - The CSRC has released a draft regulation for listed companies, marking the introduction of dedicated regulatory legislation aimed at enhancing investor protection and company quality [8] - The Ministry of Commerce is promoting new growth points in service consumption, including travel and sports events, to stimulate domestic demand [8] - The Financial Regulatory Bureau is adjusting risk factors for insurance companies' stock investments to cultivate patient capital [10]

（原标题：重大资产重组！A股公司，突发公告！） 明日，多只A股复牌！ 日前，佳华科技公告，公司拟收购数盾科技90%股份，此次交易预计构成重大资产重组，公司股票将于 12月8日开市起复牌。值得关注的是，在二级市场上，佳华科技是一只"牛股"。7月10日至11月6日期 间，该公司股价涨幅超过130%。最近几个交易日，佳华科技的股价维持高位震荡。 12月7日晚间，安妮股份、ST天瑞也公告称，股票将于12月8日复牌。其中，安妮股份公告，晟世天安 将成为公司的控股股东，公司实际控制人将变更为李宁和王磊；ST天瑞公告，公司控股股东、实际控 制人刘召贵终止筹划公司控制权变更事项。 重大资产重组！佳华科技拟收购数盾科技 佳华科技12月5日晚间披露重组预案，公司拟通过发行股份及支付现金的方式向朱云等49名交易对方购 买其持有的数盾科技90%股份，并募集配套资金。经初步预估，本次交易预计达到《重组管理办法》规 定的重大资产重组标准。公司股票自11月24日开市起停牌，将于12月8日开市起复牌。 2025年前三季度，佳华科技的营收为1.66亿元，同比下降30.72%；归母净利润亏损0.67亿元，上年同期 亏损0.31亿元。 安妮股份控 ...

Group 1 - JiaHua Technology (688051) plans to acquire 90% of ShuDun Technology, which is expected to constitute a major asset restructuring for the listed company. The company's stock will resume trading on December 8 [1][5] - The acquisition will be executed through the issuance of shares and cash payments to 49 transaction parties, making ShuDun Technology a subsidiary of JiaHua Technology upon completion [1][5] - JiaHua Technology is a leading enterprise in the domestic IoT big data sector, focusing on the research and application of IoT big data technology, integrating AI, blockchain, cloud computing, and other core technologies [3][7] Group 2 - ShuDun Technology specializes in domestic cryptography technology research and information security solutions, recognized as a key "little giant" enterprise and a potential enterprise in commercial cryptography by the Ministry of Industry and Information Technology [3][7] - The transaction is a strategic move for JiaHua Technology to enhance its IoT big data industry layout, aiming for resource integration and the establishment of a comprehensive IoT big data platform centered on data security [4][8] - Post-transaction, JiaHua Technology expects growth in total assets, net assets, operating income, and net profit, enhancing its ongoing operational capabilities [4][8]

每经编辑｜陈鹏程 胡玲 1 中国证监会：将对优质机构适当松绑 适度打开资本空间与杠杆限制 中国证监会主席吴清12月6日表示，将着力强化分类监管、"扶优限劣"。对优质机构适当"松绑"，进一步优化风控指标，适度打开资本空间和杠杆限制，提 升资本利用效率。（央视新闻） 2 国家网信办就《网络数据安全风险评估办法（征求意见稿）》公开征求意见 12月6日，为规范网络数据安全风险评估活动，保障网络数据安全，促进网络数据依法合理有效利用，国家互联网信息办公室起草了《网络数据安全风险评 估办法（征求意见稿）》，现向社会公开征求意见。征求意见稿提出，处理重要数据的网络数据处理者应当每年度对其网络数据处理活动开展风险评估。重 要数据安全状态发生重大变化可能对数据安全造成不利影响的，应及时对发生变化及其影响的部分开展风险评估。鼓励处理一般数据的网络数据处理者至少 每3年开展一次风险评估。 3 中国驻美大使：两大背景板给中美经贸关系发展带来新的重要机遇 中国驻美国大使谢锋12月4日应邀出席由中国贸促会和美国子午线国际中心共同举办的中美经贸合作论坛并致辞。谢锋表示，看待和发展新时期中美经贸关 系，要把握好两大背景板。谢锋指出，第一块背 ...

标的公司数盾科技专注于国产密码技术研究、密码信息安全产品研发和信息安全整体解决方案服务，是 国内以密码技术为核心的网络和数据安全整体解决方案提供商。目前数盾科技已形成商用密码、信息安 全服务等产品服务体系，是国家级专精特新重点小巨人企业、工信部认定的商用密码硬科技潜力企业、 北京市知识产权试点单位，先后获得国家密码科技进步三等奖、北京市科学技术进步奖一等奖等奖项， 牵头或参与了多项商用密码领域的国家及行业标准规范制订。 本次交易完成后，上市公司与标的公司能够在业务、技术、客户等方面产生良好的协同效应，有助于丰 富公司的产品矩阵和下游应用场景，进一步提升上市公司对客户在数据安全需求方面的响应能力和综合 服务能力，实现优势互补，增强上市公司的市场竞争力。 佳华科技(688051.SH)发布公告，上市公司拟通过发行股份及支付现金的方式向朱云等49名交易对方购 买其持有的数盾科技90%股份，并募集配套资金。截至本预案签署日，本次交易的审计及评估工作尚未 完成，标的资产估值及定价尚未确定。经初步预估，本次交易预计达到《重组管理办法》规定的重大资 产重组标准。 经向上海证券交易所申请，公司股票将于2025年12月8日开市 ...