《指引》特别强调，教师在使用生成式AI过程中必须坚守育人主体地位，将AI仅作为辅助工具使用， 并明确了六条不可逾越的行为底线：坚持育人主体地位、加强内容审查把关、恪守学术创作伦理、引导 学生规范使用、合规合法处理数据和践行技术智能向善。 日前，教育部教师队伍建设专家指导委员会正式发布《教师生成式人工智能应用指引（第一版）》（以 下简称《指引》）。这也是我国首份专门针对教师群体的生成式人工智能应用规范。 《指引》积极鼓励教师在六大教学场景中"会用善用"AI提升效率与质量，但同时划出六条"红线"，严格 要求教师坚守育人主体地位，对内容、伦理和数据安全负起最终责任。 《指引》指出，在价值观引导、道德教育、情感培养、心理支持等关键育人环节，教师必须主导完成， 不得交由AI技术替代。 （文章来源：中国经营报） ...

Core Viewpoint - The AI smartphone concept stocks experienced significant upward movement, driven by the release of the Doubao mobile assistant technology preview, which has activated the entire consumer electronics sector [1][3]. Group 1: Stock Performance - AI smartphone concept stocks such as ZTE, Furong Technology, and Daoming Optics saw their shares hit the daily limit, contributing to nearly 20 stocks in the consumer electronics sector reaching their daily limit [1][3]. - The overall index of the consumer electronics sector rose by over 2%, with individual stocks like ZTE, Furong Technology, and Daoming Optics hitting the daily limit, while others like Transsion Holdings and Zhinxin Electronics saw increases exceeding 10% [3]. Group 2: Doubao Mobile Assistant - The Doubao mobile assistant, based on the Doubao app, is developed in collaboration with smartphone manufacturers at the operating system level, enhancing user interaction and experience [3][4]. - The Doubao mobile assistant is currently integrated into ZTE's engineering prototype, the Nubia M153, which is available for a limited release at a price of 3499 yuan [4]. - Doubao is in discussions with multiple smartphone manufacturers for further collaboration but has no plans to develop its own smartphones [3][4]. Group 3: Industry Trends and Policies - The Chinese government has issued a plan to enhance the adaptability of consumer goods supply and demand, focusing on key industries such as smart connected vehicles, smart home, and consumer electronics [6]. - The plan encourages the integration of artificial intelligence across all consumer goods sectors, promoting the development of AI-enabled products like smartphones and smart home devices [6]. - Analysts believe that technological consumption, including consumer electronics, will be more robust than traditional consumption, aligning with government policy directions [6]. Group 4: New Product Launches - The launch of new products such as the Quark AI glasses by Alibaba and the upcoming panoramic drone by Yingshi is expected to stimulate the consumer electronics market [7]. - The Quark AI glasses have achieved significant sales, with over 20,000 units sold within the first 48 hours, generating over 80 million yuan in revenue [7]. Group 5: Future Outlook - Analysts predict that the Doubao model may be deeply integrated into smartphones, enhancing functionalities such as image editing and user habit recognition, which could lead to the emergence of AI agents [4]. - The anticipated updates to Apple's Siri in 2026 are expected to enhance user experience significantly, potentially leading to a new wave of smartphone upgrades [8].

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。 ...

Key Takeaways from the TMT Conference on China's Internet and AI Sector Industry Overview - The conference focused on the **China Internet** and **AI** sectors, particularly the advancements in **generative AI (GenAI)** applications and domestic AI chip solutions in 2025 [1][2]. Core Insights 1. **Surge in Generative AI Demand**: The demand for GenAI applications in China is rapidly increasing, supported by government policies and diverse use cases, leading to a significant rise in token consumption across various industries. The State Council's initiative aims for a penetration rate of intelligent terminals and AI agents to exceed 70% by 2027 and 90% by 2030 [2][3]. 2. **Shift to Domestic AI Chips**: Chinese hyperscalers are transitioning to domestic AI chip solutions, redirecting capital from foreign suppliers to local alternatives like Huawei's Ascend and Baidu's Kunlun. This shift is driven by U.S. export restrictions and government subsidies covering up to 50% of power costs for data centers using local chips [3][4]. 3. **Investment in AI Infrastructure**: Total investments in AI infrastructure in China are projected to reach **$98 billion** in 2025, with a focus on enhancing local sourcing and reducing supply chain vulnerabilities [3][4]. 4. **Advancements in AI Chip Technology**: Key players like Huawei and Baidu are producing competitive AI chips that meet the performance needs for GenAI deployment. Huawei's chips are now comparable to Nvidia's for inference tasks, enabling scalable applications [4][9]. 5. **Operational Efficiency Gains**: Enterprises are leveraging GenAI primarily for operational cost reductions and efficiency improvements, with sectors like internet, manufacturing, and finance adopting these tools for various applications [10][12]. 6. **Consumer Adoption of GenAI Tools**: General-purpose GenAI tools, such as chatbots and AI search engines, are gaining popularity in China, often provided for free to attract users. Meanwhile, specialized applications are emerging with monetization strategies [11][12]. 7. **Integration of GenAI in Mobile Apps**: Mid-to-large Chinese internet firms are embedding GenAI features into flagship mobile applications, enhancing user experiences and driving revenue growth. For instance, Tencent's Weixin reported a **15% year-over-year revenue increase** to **$27.1 billion** in Q3 2025, attributed to AI-driven ad monetization [12][13]. 8. **Evolution of GenAI Applications**: GenAI applications are evolving into sophisticated AI agents capable of autonomous task execution, with platforms like Baidu's GenFlow 3.0 serving over **20 million users** [13][14]. 9. **Market Opportunities for Custom AI Agents**: The emergence of marketplaces for custom AI agents indicates significant revenue potential, transforming GenAI from assistive tools to operational cores in e-commerce and other sectors [14][15]. Additional Important Insights - The strategic reallocation of resources towards domestic AI solutions not only enhances China's AI sovereignty but also aligns with government mandates for local sourcing in public data centers [3][4]. - The dual approach of offering free general-purpose tools while developing monetized vertical applications is driving growth in the overall AI ecosystem in China [11][12]. This summary encapsulates the key points discussed during the TMT conference, highlighting the rapid advancements and strategic shifts within China's internet and AI sectors.

当前的消费格局不仅反映了宏观经济的摇摆不定，也突显了美国经济内部深刻的结构性矛盾，即拥有资产的富裕阶层持续挥霍，而依赖薪资的普通家庭则 被迫通过更严格的预算管理来应对生活成本危机。 美国消费者在今年"黑色星期五"展现出的消费韧性超出了市场预期，使得零售总额实现了稳健增长，但这一亮眼数据的背后，掩盖了高通胀环境下实际 购买力增长乏力以及日益加剧的经济分化现实。虽然总体支出攀升，但富裕阶层与低收入群体的消费行为呈现出显著的"K型"分化，通胀焦虑与价格敏 感性成为主导市场情绪的核心变量。 据为万事达卡提供数据的SpendingPulse发布的最新统计，今年"黑色星期五"美国零售销售额（不含汽车）同比增长4.1%，超过了去年3.4%的增速。 与此同时，Adobe Analytics的数据揭示了一个全新的趋势： 生成式人工智能首次在假日购物季中扮演了关键角色，流向美国电商网站的AI相关流量较 去年激增600%。 这一系列数据为密切关注假日购物季的高管、经济学家和投资者均提供了重要信号。一方面，数据表明尽管面临高昂的借贷成本和就业市场的不确定 性，美国消费者并未停止打开钱包；另一方面，市场分析指出，销售额的增长很大程度上 ...

Market Highlights - The main board saw significant gains with stocks like Igor (+10.01%), Putian Technology (+10.00%), and China Film (+9.99%) leading the charge [1] - The ChiNext board experienced a surge with Qianzhao Optoelectronics (+20.01%) and Dongtian Micro (+20.00%) [1] - The Sci-Tech Innovation board was led by Yongxin Zhicheng (+20.00%) and Xidi Micro (+14.62%) [1] - Active sub-industries included SW LED (+2.82%) and SW Communication Engineering and Services (+2.53%) [1] Domestic News - Zhejiang Haiji Semiconductor Technology Co., Ltd. celebrated the completion of the world's first G4.5 generation TGV full-process production line, marking a significant milestone in MicroLED large-size display panels [1] - National Semiconductor announced the termination of the acquisition of 94.366% of Zhongxin Ningbo due to failure to reach an agreement within the expected timeframe [1] - The Ministry of Industry and Information Technology reported that the user base for generative AI products in China reached 515 million by mid-year, with applications expanding continuously [1] - Beijing's Space Data Center construction plan was released, with the first computational satellite "Chenguang No. 1" expected to be completed in about five years [1] Company Announcements - Century Huatong announced a share repurchase plan with a total fund of no less than 500 million yuan and no more than 1 billion yuan, with all repurchased shares to be canceled [3] - Focus Media increased its expected related party transactions for 2025 with Alibaba from 2.2 billion yuan to 2.7 billion yuan [3] - Xidi Micro reported the completion of a share reduction plan by a senior executive, reducing their holding from 3.18% to 2.44% after selling 3 million shares for approximately 50.67 million yuan [3] - Victory Nano announced a project investment of about 500 million yuan for a new laboratory focusing on integrated circuit failure analysis and reliability analysis services [3] Overseas News - The EU's RoHS directive has officially terminated the exemption for certain harmful substances in electronic equipment, affecting quantum dot cadmium regulations [2] - Toray Industries announced the successful development of a high-heat-resistant resin for semiconductor back-end processing, with plans for mass production by 2028 [2] - Samsung's advanced technology research institute discovered a mechanism that could reduce power consumption in NAND flash memory by up to 96% compared to existing technologies [2] - HP indicated that higher memory costs would begin to squeeze profit margins starting in May, prompting the company to seek cheaper suppliers and redesign some products [2]

Core Insights - The "14th Five-Year Plan" emphasizes the prosperity of new mass literature and art under the internet, aiming to stimulate cultural innovation and better meet the growing spiritual and cultural needs of the people [1] Group 1: New Mass Literature and Art - New mass literature and art highlight the active role of the public in artistic creation, contrasting with traditional forms [3] - Creators from various fields are drawing inspiration from social practices, producing diverse artistic works that cater to individual preferences [3] - The shift from "art for the public" to "the public creates and enjoys art" reflects a significant transformation in cultural production [3] Group 2: Technological Influence - New technologies and media, particularly the internet, provide crucial support for new mass literature and art, expanding genres and reshaping creation and dissemination mechanisms [3] - The rise of online literature, short videos, and micro-dramas is supported by new media platforms, becoming integral to daily cultural life [3] - The integration of generative AI and immersive experiences in artistic creation enhances cultural engagement and satisfaction [3] Group 3: User Engagement and Growth - As of now, the user base for online literature in China has reached 575 million, with projections for short video and micro-drama users to reach 1.068 billion and 626 million respectively by June 2025 [4] - The landscape of new mass literature and art is vibrant and dynamic, indicating a flourishing cultural scene [4]

"十五五"规划建议提出，繁荣互联网条件下新大众文艺。这一部署将进一步激发全民族文化创新创造活 力、更好满足人民日益增长的精神文化需求。 近年来，随着人民文化素养不断提高和信息技术广泛应用，广大群众也以前所未有的规模和深度参与文 艺创作。他们利用互联网平台创作传播诗歌、散文、小说、短视频、微短剧、才艺表演等，产生社会影 响。 新大众文艺作为一种具有鲜明时代特征的文艺现象，展现出蓬勃旺盛的生机活力，改变着文艺生态。 在贵州铜仁陈家寨村，"念乡人周周团队"在村里拍摄短视频。新华社记者 杨文斌 摄 新大众文艺"新"在哪里？ 与传统形态的大众文艺相比，新大众文艺彰显了人民在文艺创作中的主体地位。 农民诗人在田间地头吟诵生活诗篇，百姓演员在"村晚"舞台上尽情放歌，素人选手在脱口秀开放麦分享 人生感悟……来自不同领域和行业的创作者立足火热的社会实践，从时代的细微处发掘动人的素材，融 入个性化的生活经验、情感和想象，创作出内容海量、风格多样的文艺作品，让人们能够"各取所 需""各美其美"，文艺创作实现了从"为大众""写大众"到"大众写""大众享"的转变。 中国文联理论研究室副主任胡一峰认为，以互联网为代表的新技术新媒介为新大 ...

Core Insights - The "14th Five-Year Plan" emphasizes the prosperity of new mass literature and art under the internet, aiming to stimulate cultural innovation and better meet the growing spiritual and cultural needs of the people [1] Group 1: New Mass Literature and Art - New mass literature and art highlight the active role of the public in artistic creation, contrasting with traditional forms [3] - Creators from various fields are drawing inspiration from social practices, resulting in diverse and abundant artistic works that cater to individual preferences [3] - The shift from "art for the public" to "the public creates and enjoys art" is a significant transformation in the artistic landscape [3] Group 2: Technological Influence - New technologies and media, particularly the internet, provide crucial support for new mass literature and art, expanding genres and reshaping creation and dissemination mechanisms [3] - The growth of online literature, short videos, and micro-dramas is supported by new media platforms, becoming integral to daily cultural life [3] - The application of generative AI and immersive experiences in artistic creation enhances cultural engagement and satisfaction among the public [3] Group 3: User Engagement and Market Growth - As of now, the user base for online literature in China has reached 575 million, with projections for short video and micro-drama users to reach 1.068 billion and 626 million respectively by June 2025 [4] - The flourishing of new mass literature and art is expected to contribute significantly to the vitality of socialist literature in the future [4]

Core Viewpoint - The implementation plan aims to enhance the adaptability of supply and demand in the consumer goods market, addressing the mismatch between what consumers want to buy and what is available for sale [1][2]. Group 1: Supply and Demand Adaptability - The plan emphasizes the need for consumer goods production to actively adapt to changing consumption trends, ensuring dynamic and precise matching of diverse consumer demands in terms of quality, structure, and utility [1]. - The initiative is expected to maximize consumption potential and promote smooth economic circulation by aligning what consumers desire with what companies produce [1]. Group 2: Consumer Goods Market Overview - China currently has a total of 230 million types of consumer goods, with over 100 categories, including home appliances, furniture, and clothing, leading the world in production [2]. - The strong manufacturing capability allows consumer goods companies to quickly respond to technological upgrades and subtle changes in consumer preferences, facilitating continuous product iteration and innovation [2]. Group 3: Specific Measures in the Implementation Plan - On the supply side, the plan includes accelerating the application of new technologies, expanding the supply of unique and new products, and focusing on sectors like smart connected vehicles and smart home devices [2]. - On the demand side, the plan aims to activate domestic demand by creating a favorable development environment, addressing differentiated needs across age groups, and enhancing consumer financial products and services [2]. Group 4: Future Market Potential - The implementation plan focuses on supply-side structural reforms, aiming to stimulate the multiplier effect and structural dividends of China's vast domestic market, with the potential to create trillions of yuan in new consumer markets by 2027 [3].