"差异化连接"：从卖流量到卖服务的商业模式革命 面对5G"增量不增收"的困境，爱立信于2024年首次提出"差异化连接"理念。吴立东阐释，从"卖流 量"到"卖服务"存在三大根本区别：价值主张、客户感知和定价逻辑。 "卖流量是卖资源，卖服务是保证业务目标。"吴立东举例，远程手术需要99.999%可靠的连接，大型赛 事直播需要全程稳定，这些是"服务"所能承诺的。客户感知也随之改变，用户从只关注流量多少，转向 为体验付费。定价逻辑则变为为价值而非数据量买单。 凤凰网科技讯12月24日，全球通信设备商爱立信召开媒体沟通会，解读其最新发布的《爱立信2025移动 市场报告》及《CTO技术趋势报告》。爱立信东北亚区副总裁吴立东等嘉宾接受凤凰网科技等媒体采 访，就5G发展现状、6G前景、运营商商业模式转型以及未来技术趋势展开深度分享。 "SA(独立组网)是5G演进的核心。"张嘉隆强调。据GSMA统计，全球已商用SA网络约90张，爱立信支 持了其中50张。在SA网络基础上，网络切片、VoNR、RedCap等新服务正不断涌现。爱立信预计，未来 两到三年，其80%的5G客户将升级至SA网络。 另一个关键指标是5G中频段覆盖率。报告显 ...

来源：科技日报 科技日报记者 张佳欣 不同于现有中性原子平台中常见的"零或一"二值探测方式，该方法能够在单个"光镊"中区分并计数多个原子，而不会产生明显的成像模糊，从而实现精确的 原子数目原位测量。研究人员指出，这一能力对于中性原子量子计算的规模化发展、下一代原子钟的精度提升以及复杂多体量子模拟研究具有重要意义。 研究人员表示，传统成像通常需要较长曝光时间以收集足够光子信号，而他们采用了类似"相机闪光灯"的策略，在极短时间内对原子进行强烈照射，不仅显 著缩短了成像时间，还能获得足够高的信噪比。 该方法还结合了快速冷却步骤。研究人员解释说，原子在成像过程中会获得一定能量，但不足以逃离光学陷阱。通过短而强的荧光脉冲进行照射后，研究人 员可在极短时间内完成摄像，成像速度比典型方法快约1000倍。随后再利用快速冷却脉冲去除多余能量，使"光镊"内的原子能被反复成像。 在此基础上，研究团队还首次实现了对费米子同位素镱-173的单原子成像。该同位素具有6个内部基态能级，为构建基于"量子多能级"而非传统量子比特的 量子电路提供了实验基础，有望提升量子信息存储与处理效率。 研究人员表示，该成果为中性原子量子技术平台的发展提供了 ...

2025年，人类在探索未知的征程中留下了坚实的足迹。从"深度求索"用算法点亮AI效率革命，到谷 歌量子计算首次实现可验证的算力超越；从鲁宾天文台以巨眸凝视宇宙起源，到跨物种脑图谱揭开神经 发育的奥秘……科技的力量既指向星辰大海，也照进生命精微深处。 在本报评选的十大国际科技新闻展示的图景中，有深沉的警醒，也有科技的温度：首个气候临界点 的到达警示着气候的脆弱，脑科学与手术机器人的突破则承载着对个体健康的深切关怀。科技的真谛， 从来不仅是追求极致，更是守护共生，是智慧与责任同行。我们相信，科技的内核永远是温暖的，引领 人类走向更坚韧、更包容的未来。 "深度求索"引领开源人工智能模式 在人工智能（AI）浪潮奔涌的2025年伊始，中国"深度求索"（DeepSeek）公司以其开源大模型 DeepSeek-R1的突破性成果，在世界AI发展史上留下了深刻印记。 DeepSeek-R1开创性地采用纯强化学习训练大规模推理模型，在提升模型能力的同时，显著降低了 对标注数据的依赖。该团队今年9月在《自然》杂志发表的论文，系统阐述了这一技术路径的科学价值 与工程实现。其实现了在有限算力条件下达到顶尖性能的目标，展现了中国科研人员 ...

Group 1: Artificial Intelligence Developments - The Chinese AI company DeepSeek launched the open-source model DeepSeek-R1, which has gained global attention due to its low training costs and high performance in tasks like mathematical reasoning and code generation [2] - DeepSeek-R1's core competitiveness lies in its systematic innovation in computational efficiency, achieving top-tier reasoning capabilities without the need for massive labeled data [2][3] - The model's open-source approach aims to break technological monopolies, allowing developers worldwide to participate in its ecosystem [2] Group 2: Nuclear Fusion Research - China's "artificial sun," the EAST device, achieved a world record by maintaining a plasma temperature of 100 million degrees Celsius for 1000 seconds, marking a significant step towards practical nuclear fusion [4] - The high-confinement operation mode is crucial for future fusion reactors, indicating that the experiment has successfully simulated the necessary conditions for sustained fusion [4] Group 3: Quantum Computing Advancements - The "Zu Chongzhi No. 3" superconducting quantum computing prototype was developed, demonstrating a computational speed that surpasses the fastest supercomputers by trillions of times [5][6] - This prototype achieved the highest level of quantum computing superiority, showcasing its potential for various applications in quantum error correction and simulation [6] Group 4: Material Science Innovations - A research team successfully created large-area two-dimensional metallic materials, marking a significant advancement in the field of material science [7] - This breakthrough allows for the production of ultra-thin metals, potentially opening new avenues for research in two-dimensional materials [7] Group 5: Brain-Computer Interface Trials - China initiated its first invasive brain-computer interface clinical trial, positioning itself as the second country globally to enter this phase of technology [8][9] - The trial utilizes flexible neural electrodes that minimize damage to brain tissue, enhancing the safety and effectiveness of the procedure [8] Group 6: Lunar Exploration Findings - The Chang'e 6 mission revealed the evolutionary history of the moon's far side, providing insights into volcanic activity and the moon's magnetic field [11][12] - This research fills a significant gap in lunar studies, highlighting the moon's geological history and the impact of large-scale collisions on its evolution [11][12] Group 7: Agricultural Biotechnology Breakthroughs - A research team unveiled the molecular mechanisms behind how a single plant cell can develop into a complete plant, addressing a long-standing scientific challenge [13] - This discovery could pave the way for advancements in agricultural biotechnology, particularly in overcoming regeneration bottlenecks [13] Group 8: Computing Architecture Innovations - Researchers developed a high-precision, scalable analog matrix computing chip, achieving precision comparable to digital computing systems [14][15] - This innovation addresses the challenges of computational efficiency in AI and 6G communications, marking a significant breakthrough in computing paradigms [15] Group 9: National Strategic Initiatives - The 20th Central Committee of the Communist Party of China emphasized the role of technological innovation in driving economic development in its 14th Five-Year Plan [16][17] - The plan outlines specific strategies to enhance original innovation and integrate technological advancements with industrial development [16][17] Group 10: Military Advancements - China's first electromagnetic catapult aircraft carrier, the Fujian, was commissioned, representing a leap in naval technology with its advanced launch capabilities [18] - This carrier enhances operational capabilities and signifies a transition to a new era in the Chinese navy, showcasing advancements in military technology [18]

Group 1 - The People's Bank of China (PBOC) emphasizes the use of securities, funds, and insurance company swap facilities and stock repurchase loans to maintain capital market stability [2][4] - Beijing's housing policy adjustments allow non-resident families to purchase homes with reduced social insurance or income tax payment requirements [2][4] - The State-owned Assets Supervision and Administration Commission (SASAC) plans to enhance the quality and market value management of listed companies and promote strategic mergers and acquisitions [2][4] Group 2 - Lianchuang Electronics announces a change in its actual controller to Jiangxi State-owned Assets Supervision and Administration Commission, with stock resuming trading on December 25 [4] - Jiaheng Jiahua is planning a change in control, leading to a temporary suspension of its stock from December 25 [5] - UBTECH Robotics intends to acquire approximately 43% of shares in Fenglong Co., with stock resuming trading on December 25 [5] Group 3 - Huaqin Technology signs a framework procurement contract worth 254 million yuan for special functional materials for aircraft [6] - Chunguang Technology receives a robot product order worth 43.26 million yuan, expected to positively impact future earnings [6] - Enhua Pharmaceutical secures exclusive rights to promote and sell three long-acting antipsychotic products in mainland China, with a total payment of 20 million USD [7]

2025年末，美国能源部牵头启动的"创世纪计划"在全球科技界投下了一枚战略震撼弹。 微软、谷歌、英伟达、OpenAI等24家科技巨头罕见地站在同一阵线，与美国17个国家实验室签署合作协议，目标直指核聚变、量子计算、新材料等基础 科学领域。 图源：网络 在舆论场中，这一计划被迅速贴上"新曼哈顿计划""国家级 AI 联盟"等标签。 从此，竞争不再局限于模型参数或产品迭代，而是升级为国家科研体系之间的系统性对决。 但从商业与战略视角深究，其成功远非一纸协议那般简单。如何让竞争多年的巨头真正共享核心能力？如何让资本市场接受长期投入的不确定性？如何保 证能源与电网等基础设施同步承载？在政治周期频繁更迭的现实下，国家科研方向又能否保持连续性？ 这些，都是横亘在雄心与现实之间的结构性难题。 开启"创世纪计划"，美国在想什么？ 从目标上看，美国"创世纪计划"直指基础科研效率问题。 过去十多年，美国在应用层和商业化层面持续领先，但在核聚变、材料、能源等"慢变量"领域，研发周期拉长、成本攀升、成果转化不确定性增加的问题 日益突出。 与此同时，大模型和算力技术在商业场景中已被证明具备显著的效率提升能力。 "创世纪计划"的核心动机， ...

Core Achievements in Science and Technology - The EAST nuclear fusion experiment device achieved a world record by maintaining a high-confinement mode plasma operation at over one billion degrees Celsius for 1066 seconds, marking a significant step towards practical fusion energy [10] - The "Zuchongzhi No. 3" superconducting quantum computing prototype was released, featuring 105 readable qubits and 182 coupled qubits, outperforming the fastest supercomputers by 10^15 times and Google's superconducting processor by 10^6 times, establishing a new benchmark in quantum computing [10] - The Tianwen-2 probe was successfully launched, initiating China's first asteroid sampling and comet flyby mission, enhancing the country's capabilities in deep space exploration [11] - The Jiangmen Neutrino Experiment (JUNO) commenced operations, achieving unprecedented precision in measuring neutrino oscillation parameters, surpassing international standards by 1.5 to 1.8 times [12] Breakthroughs in Material Science and Engineering - A team successfully created two-dimensional metallic materials using a novel "atomic manufacturing" technique, filling a significant gap in the field and paving the way for advancements in low-power electronic devices [13] - A high-temperature superconductivity breakthrough was achieved with nickel oxide materials at ambient pressure, exceeding 40 Kelvin, which could revolutionize the understanding of superconductivity mechanisms [16] - A new adaptive full-bandwidth high-speed wireless communication chip for 6G was developed, capable of dynamically managing frequency resources across a wide range, achieving data transmission speeds exceeding 120 Gbps [16] Innovations in Transportation and Resource Management - The South-to-North Water Diversion Project has delivered over 80 billion cubic meters of water, benefiting 185 million people and supporting ecological restoration in northern China [18] - The CR450 high-speed train technology was showcased, achieving a record speed of 453 km/h for a single train and establishing a new standard for high-speed rail development [21] - The discovery of China's first large-scale gold mine, the Dadonggou mine, is expected to enhance the country's strategic gold reserves and provide a model for future mining projects [20]

Core Insights - The report maintains an "Overweight" rating for the industry, focusing on three core areas: quantum communication, quantum computing, and quantum precision measurement, indicating that quantum technology is transitioning from frontier exploration to industrialization, with significant prospects for investment by 2026 [1] Group 1: Quantum Technology Development - Quantum technology is becoming a global strategic high ground, with its industrialization process exceeding expectations. The 2025 Nobel Prize in Physics will be awarded to scientists in the quantum field, further increasing attention on quantum technology [1][2] - The core advantages of quantum technology lie in utilizing quantum superposition and entanglement effects to break through the performance limits of classical information systems, thereby reconstructing computing, communication, and measurement systems [1] Group 2: Market Expansion - The global market for quantum communication is projected to reach $951 million in 2024 and is expected to grow to $10.5 billion by 2034, with a CAGR of approximately 28.3%. The Chinese market is anticipated to grow at a CAGR of 52.3% from 2025 to 2030 [2][34][39] - Quantum computing is expected to reach a global market size of $5.04 billion in 2024, with projections of over $800 billion by 2035, driven by its potential in material design and drug development [2][49] - The global market for quantum precision measurement is estimated to be $1.674 billion in 2024, with expectations to reach $4.497 billion by 2035, showing a growth rate exceeding 30% in China [2] Group 3: Technological and Application Breakthroughs - International giants are leading the industry development, with companies like Microsoft, Google, and IBM making significant advancements in quantum hardware and software. For instance, Microsoft has launched a topological qubit processor, while Google has achieved breakthroughs in quantum error correction [3][8] - Domestic companies are solidifying the industrial foundation, with Guoyi Quantum focusing on quantum precision measurement, Benyuan Quantum launching a quantum control system, and Guodun Quantum achieving mass production of single-photon detectors [3][9] Group 4: Policy and Industry Support - The Chinese government has included quantum technology in its "New Infrastructure" initiative, providing multi-dimensional support from top-level design to technological breakthroughs and application implementation, accelerating industry development [1]

美国"收编"了全部AI巨头。 2025年末，美国能源部牵头启动的"创世纪计划"在全球科技界投下了一枚战略震撼弹。 微软、谷歌、英伟达、OpenAI等24家科技巨头罕见地站在同一阵线，与美国17个国家实验室签署合作协议，目标直指核聚变、量子计算、新材料等基础科学领 域。 图源：网络 在舆论场中，这一计划被迅速贴上"新曼哈顿计划""国家级 AI 联盟"等标签。 从此，竞争不再局限于模型参数或产品迭代，而是升级为国家科研体系之间的系统性对决。 但从商业与战略视角深究，其成功远非一纸协议那般简单。 如何让竞争多年的巨头真正共享核心能力？如何让资本市场接受长期投入的不确定性？如何保证能源 与电网等基础设施同步承载？在政治周期频繁更迭的现实下，国家科研方向又能否保持连续性？ 这些，都是横亘在雄心与现实之间的结构性难题。 开启"创世纪计划"，美国在想什么？ 从目标上看，美国"创世纪计划"直指基础科研效率问题。 图源：网络 那么，为何由能源部主导这一计划？ 过去十多年，美国在应用层和商业化层面持续领先，但在核聚变、材料、能源等"慢变量"领域，研发周期拉长、成本攀升、成果转化不确定性增加的问题日益突 出。 与此同时，大模型和算 ...

对话 2026 年关键词：科技篇 20151223 摘要 当前 A 股非金融静态市盈率达 36 倍，科创板估值处于高位，剩余流动 性或面临压力，M2 增速虽上升但社融未显著增长，资金流入金融市场， 小盘股和北证表现突出，未来央行宽松力度可能减弱。 高估值或为未来业绩增长的提前反映，类似 2021-2022 年新能源行业， 业绩兑现后可能迎来第二波上涨，增长驱动的估值仍有提升空间。端侧 及应用端如消费电子等板块存在更多机会。 公募基金在电子、医药、电信三大行业持仓已达 50%，超配难度增加， 业绩增长将导致分化，小盘股和主题概念股承压。豆包 AI 手机引发市场 关注，为云厂商提供了新的变现渠道。 AI 手机通过系统层革新提供更优秀的操作界面，吸引消费者付费，手机 厂商需积极参与，否则可能被淘汰。云厂商与手机厂商合作形成外循环， 实现造血能力，进一步投资训练和推理业务。 未来五年人工智能将快速增长，模型厂商和云厂商将优化训练，推出更 优质的模型。2026 年看好海外算力领域，特别是英伟达产业链公司， 如 PCB、光模块等，以及工业富联。 Q&A 过去一年，AI 技术在科技行业的表现如何？未来的估值和赛道有哪些值得 ...