以下文章来源于科创板日报 ，作者马兰 科创板日报 . 人工智能企业间的商战某种程度上并不高科技，甚至可能只关乎于一碗汤。 这也反映出该行业内关键的供需矛盾。业内共识，目前能够设计和训练尖端大型语言模型的人才库极其稀少，全球具备独立推进这项技术所 需专业知识的研究人员可能不足1000人。 而由于人工智能行业允许研究人员提前兑现股权，提供特殊的计算资源获取渠道，并许诺员工在人工智能系统构建方式中的强大影响力，企 业很难用当年互联网时期的健身房、免费咖啡等福利吸引人才，因此，更多的企业家不得不开始提供一些"情绪价值"。 OpenAI首席研究官Mark Chen在一档播客节目中激情爆料，称硅谷现在的AI人才争夺格局已经发生了变化， Meta首席执行官扎克伯格甚 至自己烹饪并亲自送汤来招揽他想从OpenAI挖走的科研人员。 Chen透露自己当时非常震惊，但随后"从善如流"。现在他也会给自己的新员工送汤，并希望从Meta挖走人才。不过，他不会自己烹饪，而 是让硅谷里的一家高档韩国餐厅负责制作。 他甚至开玩笑称计划在OpenAI公司外开设烹饪课，以凸显出目前硅谷人才竞争中的荒谬感。但不可否认的是， 硅谷对于AI顶尖研究人才 ...

2025年12月，上海仙工智能科技股份有限公司（以下简称"仙工智能"）再次向香港联交所递交招股书， 寻求主板上市。作为全球机器人控制器销量冠军，仙工智能在技术领先与市场扩张的背后，是三年半累 计亏损超1.7亿元的财务窘境。此次IPO既是其突破资金瓶颈的关键一步，亦是对其商业模式可持续性的 一次严峻考验。 仙工智能成立于2020年，凭借自主研发的SRC系列控制器为核心，构建了"控制器+软件+机器人"的一站 式解决方案。据灼识咨询数据，其控制器在2023-2024年连续全球销量第一，市占率达23.6%，适配超 300种零部件，服务全球35个国家及地区的1600余家客户。2022年至2024年，公司营收复合增长率达 35.7%，2024年营收增至3.39亿元，机器人整机业务占比攀升至69.5%，成为主要增长引擎。 技术壁垒是仙工智能的核心竞争力。其控制器集成视觉-语言-动作（VLA）算法、3D SLAM导航等技 术，定位精度达±2mm，并通过开放平台模式吸引超1500家集成商参与生态共建。在AGI（通用人工智 能）与具身智能领域，公司已推出SRC-5000系列控制器，支持人形机器人自主决策，抢占技术前沿。 此外，公 ...

Core Viewpoint - The article emphasizes the importance of a long-term perspective in the development of artificial intelligence (AI), highlighting the need for companies to focus on their strengths and avoid overextending themselves in various sectors [1]. Group 1: Company Strengths and Market Focus - The company has a strong foundation in intelligent voice recognition technology, which serves as a basis for its development of large language models [3][4]. - The strategy of "AI + Industry" is chosen to ensure that AI applications have tangible benefits and measurable outcomes in various fields such as education and healthcare [4]. - The company aims to optimize its product lines, focusing on areas where it has historical expertise and can meet user needs effectively [6]. Group 2: R&D Investment and Profitability - Despite an increase in revenue, the company experienced a decline in net profit due to significant investments in research and development, which accounted for approximately 20% of sales revenue [6][7]. - The company believes that increasing R&D investment is essential to remain competitive in the emerging era of general artificial intelligence [6]. Group 3: Domestic Capabilities and Innovation - The company emphasizes the importance of using domestic computing power for training large models to avoid reliance on foreign technology and ensure long-term development security [7][8]. - There is a recognition of the existing gap between domestic and foreign computing capabilities, and the company advocates for a commitment to innovation and integration across the AI industry [8][9]. Group 4: Social Impact and Responsibility - The company acknowledges the potential of AI to transform lifestyles and improve productivity, while also addressing the need for social safety nets for workers displaced by AI advancements [14][15]. - It is committed to using AI for social good, providing services to special education schools and assisting hearing-impaired individuals through voice recognition technology [16]. Group 5: Talent Development and Industry Collaboration - The company stresses the need for cultivating interdisciplinary talent who understand both AI and various professional fields to facilitate the application of AI across industries [15]. - It advocates for increased collaboration with private capital to accelerate the transformation of technological achievements into practical applications [15].

Core Insights - The company experienced revenue growth last year, but its net profit attributable to shareholders declined, raising concerns about the "increased revenue without increased profit" situation [1] - The decline in profit is attributed to a significant increase in R&D investment, which accounts for approximately 20% of the company's sales revenue [1] - The company emphasizes the importance of long-term investment in R&D to remain competitive in the emerging era of general artificial intelligence [1] Group 1: Company Strategy - The company acknowledges the pressure from declining profits but maintains that other financial indicators are healthy [1] - The chairman highlights the need for a long-term perspective in developing artificial intelligence, indicating that increased R&D spending is essential to avoid being left behind [1] - The company differentiates itself from larger firms by emphasizing agility and the ability to seize opportunities, suggesting that smaller players can also succeed in the AI field [1] Group 2: Technology and Market Position - The chairman discusses the significance of the "Xunfei Spark Large Model" and its domestic attributes, stressing that AI development should leverage domestic computing power for training large models [1] - The company believes that relying on domestic resources is crucial to avoid significant vulnerabilities and ensure long-term development security [1] - The chairman points out that pre-trained large models are the closest technology to human cognitive patterns, underscoring the importance of domestic capabilities in this area [1]

北京的AI产业崛起，离不开政策体系的"精准灌溉"。2025年，北京市发布《北京具身智能科技创新与产 业培育行动计划》，明确将具身智能（Embodied AI）作为重点突破方向，通过"揭榜挂帅"机制推动机 器人、自动驾驶等硬件与AI的深度融合。例如，针对人形机器人研发，政策提供最高1亿元的研发补 贴，并开放医院、工厂等场景供企业测试，加速技术迭代。 在出海服务领域，北京率先推出"AI企业全球化服务包"，涵盖数据合规、知识产权保护、跨境融资等一 站式支持。2025年上半年，北京AI企业海外收入同比增长40%，商汤科技、第四范式等企业成功进入东 南亚、中东市场，政策红利转化为全球竞争力。 北京的科研机构是AI创新的"发动机"。智源研究院发布的FlagOS系统，通过开源框架降低大模型训练成 本，使中小企业也能高效开发垂直领域模型。例如，一家医疗AI企业基于FlagOS，仅用3个月便训练出 糖尿病视网膜病变诊断模型，准确率达98%，成本仅为传统方式的1/5。 通用人工智能研究院的"通通2.0"则代表另一极突破——具备自主感知、决策能力的通用智能体。在 2025年世界人工智能大会上，"通通2.0"现场演示了从理解指令到操 ...

近来，人工智能的快速发展，给平台经济带来了新的变化，也引发了对其健康发展的思考。截至今年6 月份，腾讯、阿里、抖音、百度等平台企业用户已超过10亿人，我国移动互联网人均单日使用时长和次 数分别提升至7.97小时和117.9次，平台经济早已是连接商户与消费者的关键纽带。《中共中央关于制定 国民经济和社会发展第十五个五年规划的建议》明确提出，完善监管，推动平台经济创新和健康发展。 如何更有效地让平台经济运行在科学健康的轨道上，成为题中应有之义。 种种因素表明，推动平台经济创新和健康发展，对促进经济发展有着非常重要的意义，但必须坚持发展 和规范并重。要在明确规则、划清底线的基础上，既注重监管，又不忽视企业本身的商业模式创新，建 章立制加以规范。 从监管层面来看，要加强对平台经济常态化监管，提升数据安全治理监管能力。数据是平台经济的关键 生产要素，要加快建立数据产权归属认定、市场交易、权益分配、利益保护机制，促进数据合规高效便 捷使用，充分发挥我国海量数据和应用场景优势。增强数据安全治理执法，优化数据安全治理惩处机 制，严惩重点领域数据违法犯罪行为，为数据安全治理营造良好环境。组建跨部门的专业执法队伍，充 实市场监管 ...

Core Viewpoint - The dialogue between Musk and Huang Renxun at the Saudi-US Investment Forum highlights the significant impact of AI on the future of work and the economy, raising questions about whether AI represents a bubble or a transformative future narrative [1][2]. Group 1: AI and Work - Musk envisions a future where work becomes optional and money loses its importance as AI and robots take over most jobs, leading to a scenario where basic material production is no longer scarce [3][4][5]. - The idea is that households will have humanoid robots to assist with daily tasks, and factories will be filled with robots producing goods continuously, resulting in lower prices for essential items [6]. - In this future, individuals will work not for survival but for personal fulfillment, choosing to work based on passion rather than necessity [7][8]. Group 2: The Concept of Money - Musk suggests that in an AI-driven world, the concept of money will gradually lose its significance, as machines will handle all production, potentially leading to a scenario where essential goods are free [11][13]. - Huang Renxun offers a more pragmatic view, stating that while AI will not eliminate jobs, it will change the nature of work, making low-value jobs obsolete and allowing individuals to focus on more valuable tasks [14][15]. Group 3: AI as Infrastructure - Huang Renxun argues that AI is fundamentally an infrastructure shift, moving from retrieval-based computing to real-time generative computing, which minimizes the space for a potential bubble [19][20]. - This transition indicates that AI is continuously evolving and optimizing, suggesting that concerns about an AI bubble may be premature [20]. Group 4: Investment Opportunities - The dialogue emphasizes the importance of identifying investment opportunities in AI, suggesting that individuals can either participate directly in the industry or invest financially [21][24]. - The tech giants in the US have seen significant market value, and the recent performance of tech stocks in both the US and Hong Kong indicates a strong trend towards technology investments [28][29]. - The ongoing technological advancements, particularly in humanoid robots, suggest that there will be substantial investment opportunities as these technologies become more widely implemented [32]. Group 5: Energy and AI - Both Musk and Huang Renxun agree that energy is a critical bottleneck for AI development, with increasing energy demands as AI technologies advance [36]. - This presents investment opportunities in energy sectors, particularly in regions upgrading their infrastructure to support AI, such as Saudi Arabia's plans to transform oil refineries into AI factories [39].

大埔宏福苑火灾通报：13人以误杀罪被捕，棚网阻燃多处不达标，调查仍在推进。 整理 ｜爆浆豆腐 点击上方【36氪随声听】，一键收听大公司热门新闻。听完音频记得添加进入 【我的小程序】 中哟！ 警方就香港大埔火灾已拘捕13人，罪名是误杀 香港特区政府12月1日下午介绍大埔宏福苑火灾搜救调查等最新情况。警方已拘捕13人，罪名是误杀。调查仍在进行中，不排 除更多人被捕。经警方实地调查搜证，在着火大楼中采集到7个地方的棚网样本，没有达到阻燃标准。（新华社） DeepSeek发布两个正式版模型 罗永浩否认给企业发产品比直播赚的多 俞敏洪接任东方甄选公司法定代表人 顺丰推出"超时赔付"服 务： 成本由公司承担，快递员无需承担 《疯狂动物城2》创年内进口片内地票房冠军 明年起新加坡中学生在校不能使用智能手机和手表 自2026年1月1日起，销售避孕药品和用具将依法征收增值税，不再享受免征增值税的优惠政策。目前施行的《中华人民共和国 增值税暂行条例》第十五条规定，避孕药品和用具免征增值税。而2026年1月1日起施行的《中华人民共和国增值税法》第二十 四条免征增值税的项目中，则不再设有"避孕药品和用具"这一项。 免征增值税政策的取 ...

中共辽宁省委关于制定辽宁省国民经济和社会发展第十五个五年规划的建议发布。其中提到，举全省之 力发展人工智能核心产业，加快工业软件创新突破，推动工业全要素智能化发展，构建覆盖算力、算 法、数据、应用的人工智能产业生态。深化与国内先进人工智能研究院所对接合作，协同发展通用人工 智能、生成式人工智能，支持智能运载工具、智能可穿戴设备、全屋智能产品、具身智能机器人等智能 硬件产品研发推广。 ...

Core Viewpoint - The Japanese government is preparing to inherit or restart the unfinished business of Asimo in the humanoid robot field, aiming to develop AI-driven humanoid robots for workplaces and homes by 2030, with a long-term goal of creating multifunctional humanoid robots by 2050 that can perform all human tasks and make independent decisions [1][4]. Group 1: Current Status of Humanoid Robotics in Japan - Despite rumors of Japan exiting the humanoid robot competition after Honda discontinued Asimo, the country's technological strength and research enthusiasm in this field have not diminished [4][6]. - Major Japanese institutions like Toyota Research Institute and Kawasaki Heavy Industries continue to hold patents and advance humanoid robot technology [6]. Group 2: Key Players and Developments - Toyota Research Institute (TRI) has been focusing on humanoid robotics since its establishment in 2015, collaborating with Boston Dynamics to enhance the Atlas robot's autonomous task handling capabilities [7][10]. - The collaboration with Boston Dynamics aims to integrate TRI's large behavior model into Atlas, allowing it to autonomously generate control signals based on various inputs [10][12]. - TMSUK, a representative company in service robots, has developed humanoid robots for various fields, including a dental training robot that simulates children's behavior for training purposes [13][15]. Group 3: Future Plans and Collaborations - TMSUK plans to develop a prototype humanoid robot for disaster response by the end of 2026 in collaboration with several institutions [19]. - Kawasaki Heavy Industries has iterated its Kaleido series of humanoid robots, with the latest models capable of complex tasks and enhanced human interaction features [34][36]. - Murata Manufacturing is also involved in humanoid robotics, with plans to start trials for domestically produced humanoid robots by March 2026 [33]. Group 4: Global Context and Competition - Other countries, such as South Korea, are also advancing in humanoid robotics, with plans to develop commercial humanoid robots by 2028, involving major tech companies [39][41]. - The global landscape for humanoid robotics remains competitive, with no standout companies achieving mass production yet, indicating that the industry is still in its early stages [41][42].