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是由商品价格上涨而非销售数量增加所推动。若扣除通胀因素，实际支 出的增长幅度可能非常有限，显示出消费者在购买决策上变得更加精明和审慎。 线上渠道成为今年增长的主要引擎。Adobe ...

如何加快实现生产和消费从量到质转变，形成供给与消费良性互动、相互促进的格局？《实施方案》列 明了不少具体举措。 供给端，加速新技术创新应用，扩大特色和新型产品供给。布局智能网联新能源汽车、智能家居、消费 电子等新领域新赛道，打造百个标志性产品、百家创新企业和一批新产品首用场景样板。加大生成式人 工智能、3D数字化设计等新工具应用，开发人工智能终端产品，提供娱乐、健康、陪护等生活服务。 "十五五"规划建议提出，坚持扩大内需这个战略基点，坚持惠民生和促消费、投资于物和投资于人紧密 结合，以新需求引领新供给，以新供给创造新需求。 近日，工业和信息化部等6部门联合印发《关于增强消费品供需适配性进一步促进消费的实施方案》 （以下简称《实施方案》），就是为了着力解决"想买的买不到、想卖的卖不掉"所带来的供需错配和资 源浪费问题。 供给和需求是经济发展的一体两面。适配，就是消费品生产供给端主动适应消费趋势变化，在质量、结 构、效用等方面动态精准匹配多元消费需求。 "推动供需总体适配能最大程度激发消费潜力，促进经济循环畅通。"工业和信息化部相关负责人表示。 老百姓想要什么、喜欢什么，企业就琢磨什么、生产什么，这样广大消费者能 ...

此外，《指引》也明确了教育行政部门、学校、企业等主体在推动教师应用生成式人工智能赋能教育教 学中的职责与任务，着力构建长效支持与保障机制，帮助教师探索生成式人工智能在教学、科研、管理 等方面的创新应用，提升教育质量。 （总台央视记者 李晶晶） 近日，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）》，着 力引导教师科学、安全、合规、理性地应用生成式人工智能，深入推动人工智能赋能教育教学大规模运 用，促进教育改革创新。 《指引》主体包括场景指引和规范指引两大部分。场景指引建立"正面清单"，提供学习、教学、育人、 评价、管理、研究等"六大助力"应用方向指引，分类提供30个场景示例与指导，引导教师"可以怎么 用"，明确行为高线引领，帮助教师将技术有效融入教育教学全要素、全过程。规范指引建立"约束清 单"，强化伦理意识和责任，用18个行为示例引导教师"什么不能做"，明确行为底线红线，推动技术向 善、育人为本。 ...

Asia Pacific Equity Research 24 November 2025 TMT conference key takeaways We concluded our Global TMT conference in HK last week. We summarize our key takeaways below. The demand for generative AI (GenAI) applications in China is surging, driven by robust policy support and expanding use cases, leading to accelerated token consumption across industries. On August 26, 2025, the State Council released the "Opinions on Deepening the Implementation of the 'Artificial Intelligence+' Initiative," which outlines ...

工业和信息化部教育与考试中心主任郝志强表示，本届大赛体现了三个"更加"——赛项设置紧扣科技前 沿，产业特色更加鲜明；赛事组织严格规范精细，管理体系更加健全；赛事品牌效应持续凸显，产才融 合更加深入。 在郝志强看来，全面推进强国建设的关键任务在于实现新型工业化，此次大赛是深化教育科技人才一体 改革发展，加快构建需求导向、标准衔接、产才融合的产业人才培养体系的新起点。 新京报讯（记者杨菲菲 实习生郭斯文）11月26日至28日，第三届全国工业和信息化技术技能大赛决赛 在重庆举办，来自全国各地的408支队伍、834名选手齐聚渝城，角逐6大前沿赛项。本届赛事还首次设 置生成式人工智能系统应用员（智能工业机器人领域）赛项，其中"学生组创新场"引入自然语言处理、 开源大模型等前沿技术，重点考验选手解决人形机器人自主导航、精确抓取等实际问题的能力。 本届大赛由工业和信息化部、人力资源和社会保障部、教育部、中华全国总工会、共青团中央共同主 办，以"产才融合，技能报国"为主题，聚焦新能源汽车、工业机器人、智能芯片、工业大数据、制造业 数字化转型和工业互联网等六大制造强国重点方向，旨在以赛促学、以赛促训、以赛促建，为产业高质 量发 ...

（原标题：对话哈工大教授李瑞峰：人形机器人有必要进入工业场景吗？） 21世纪经济报道记者冉黎黎 重庆报道 11月26日至28日，第三届全国工业和信息化技术技能大赛决赛在重庆举办。 大赛聚焦新能源汽车、工业机器人、智能芯片、工业大数据、制造业数字化转型、工业互联网等6个重点领域，设置智能硬件装调员（智能网联新 能源汽车领域）、生成式人工智能系统应用员（智能工业机器人领域）、混合集成电路装调工（RISC-V等架构芯片开发与系统应用领域）、数据 库运行管理员（工业大数据领域）、数字化解决方案设计师（制造业数字化转型领域）、工业互联网运维员（工业互联网创新应用领域）赛项。 其中，大赛在生成式人工智能系统应用员（智能工业机器人领域）赛项创新设立学生组创新场，并将人形机器人首次应用在工业场景。 在已有机械臂等产品应用于工业场景的背景下，人形机器人进入工业场景还有必要吗？21世纪经济报道记者采访了哈尔滨工业大学机器人研究所 副所长、教授、博士生导师李瑞峰，他同时也是本次大赛智能工业机器人领域赛项专家组组长。 李瑞峰表示，未来希望人形机器人能像人一样去完成一些更加柔性的工作，或在复杂场景中替代人进行作业。因此，此次大赛设置该 ...

Core Insights - The third National Industrial and Information Technology Skills Competition features a new category focused on generative AI system applications in the field of intelligent industrial robots, addressing the shortage of interdisciplinary talent in this area [1][3] - The competition aims to enhance the capabilities of humanoid robots in complex industrial environments, moving beyond traditional single-use robots to a more versatile platform that can perform various tasks such as inspection, operation, transportation, and sorting [1][3] Group 1: Competition Overview - The competition showcases humanoid robots performing autonomous navigation, obstacle avoidance, and precise manipulation tasks, with participants focusing on coding the robots' underlying motion algorithms [1] - The event is recognized as a national-level competition in the industrial and information technology sector, aligning with the country's future talent strategy [1][3] Group 2: Technological Advancements - The competition introduces cutting-edge AI technologies such as natural language processing, visual language models, and voice recognition, facilitating the transition of intelligent industrial robots from mere execution to understanding and interaction [2] - Tasks are designed to address the needs of future factories, emphasizing flexible production and rapid line changes, while enhancing system responsiveness and reliability [2] Group 3: Talent Development - The event highlights the need for multi-disciplinary talent in humanoid robot development, combining high-level research capabilities with practical skills in AI technology and robot operation [2][3] - The competition aims to cultivate and select cross-disciplinary, composite technical talent to integrate advanced equipment with generative AI technology [3] Group 4: Industry Focus - The competition encompasses six key areas: new energy vehicles, industrial robots, smart chips, industrial big data, digital transformation in manufacturing, and industrial internet applications [4]

Core Insights - The article discusses the implementation plan released on November 26, aimed at enhancing the adaptability of supply and demand in consumer goods to further promote consumption [1][3]. Group 1: Key Consumption Areas - Three trillion-level consumption areas identified include elderly products, smart connected vehicles, and consumer electronics [5]. - Ten billion-level consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food supplies, civilian drones, trendy toys, jewelry, and national trend clothing [5][6]. - The elderly products market is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [5]. Group 2: Addressing Supply and Demand Mismatches - The core objective of the implementation plan is to transition production and consumption from quantity to quality, addressing mismatches in supply and demand that lead to resource waste [7]. - The plan includes measures to expand new technologies, enhance product supply, and create new consumption scenarios to better match diverse consumer needs [7][8]. Group 3: Consumer Trends and Innovations - The user base for generative artificial intelligence products reached 515 million by mid-2023, indicating a growing application in consumer goods [8]. - The promotion of old-for-new consumption policies has generated over 2.4 trillion yuan in sales, benefiting more than 360 million people in the first ten months of the year [9]. - Future initiatives will focus on expanding large-scale consumption, fostering new types of consumption, and creating an international consumption environment [9].

Core Insights - The State Council has introduced an implementation plan to enhance the adaptability of supply and demand for consumer goods, aiming to stimulate consumption and address mismatches in the market [1][7] Group 1: Key Consumption Areas - Three trillion-level consumption areas identified include elderly products, smart connected vehicles, and consumer electronics [2][5] - Ten billion-level consumption hotspots include baby products, smart wearable devices, cosmetics, fitness equipment, outdoor products, pet food, civilian drones, trendy toys, jewelry, and national trend clothing [2][5] Group 2: Market Trends and Growth Potential - The market for elderly products is projected to grow from 2.6 trillion yuan in 2014 to 5.4 trillion yuan by 2024, with a compound annual growth rate of 7.3% [5] - The demand for outdoor products and fitness equipment is increasing due to the rising health and fitness awareness among the population [5] Group 3: Implementation Strategies - The implementation plan includes measures to expand new technologies and innovative applications, enhance product supply, and create new consumption scenarios [7][8] - Emphasis on the application of new technologies such as generative artificial intelligence and 3D digital design to develop innovative consumer products [8] Group 4: Consumer Replacement Program - The consumer goods replacement program has generated over 2.4 trillion yuan in sales and benefited more than 360 million people in the first ten months of the year [10]

Core Insights - The use of generative artificial intelligence (AI) among Germans has significantly increased in recent years, with 65% of respondents having used it, up from 53% last year and 37% the year before [1][2] - The younger generation, particularly those aged 16 to 29, shows a high engagement with AI tools, with 91% using them in daily life [1] - Concerns about the risks associated with AI are prevalent, with 83% of respondents worried about the spread of misinformation and 89% believing that AI-generated content should be clearly labeled [2] Usage Statistics - 45% of AI users engage with the technology weekly, and 12% use it daily [1] - The primary applications of AI include information searching (72%), text processing (43%), inspiration seeking (38%), and translation (34%) [1] - The main reasons for using AI are to enhance productivity and for learning purposes, both at 61%, followed by 54% using it to simplify repetitive tasks [1] User Perception - 80% of users view AI merely as a tool without emotional connection, while 27% see it as a "coach" and 6% as a "friend" [2] - A significant portion of users (51%) tends to take AI-generated content seriously, especially video content, with 91% finding it increasingly difficult to discern truth from falsehood [2] - Concerns about data misuse are noted, with 50% expressing worries but few taking preventive measures [2]