21世纪经济报道记者冉黎黎北京报道2026年将成为"人工智能+"应用落地元年——这是12月29日举行的 赛迪顾问"2026年IT趋势"发布会上给出的研判。 受访赛迪顾问专家指出，此前人工智能虽已有一些比较好的落地，但"人工智能+"行业应用整体还在探 索阶段，而2026年政府及央国企有望在政务、工业、能源等重点领域加快布局AI应用，率先形成一批 高价值、可复制推广的应用场景示范项目。 从算力来看，赛迪顾问电子信息产业研究中心资深分析师张耀嵘在发布会上介绍，近年来，随着大模型 与行业应用深度融合，算力需求呈现指数级增长。预计2026年中国算力总规模将突破1200 EFLOPS，稳 居全球第二。其中，智能算力作为规模增长的核心引擎，贡献率接近90%。 随着"人工智能+"行动深入推进，算力需求将大幅增长。赛迪顾问预计2026年中国算力总规模将突破 1200 EFLOPS，稳居全球第二。其中，智能算力作为规模增长的核心引擎，贡献率接近90%。与此同 时，相关商业模式也正发生转变，无论是人工智能应用还是算力服务，在2026年，商业模式都有望 从"为技术或功能付费"向"为效果付费"转变。 需要注意的是，2025年8月印发的 ...

新华财经北京12月30日电（记者沈寅飞）赛迪顾问29日在京举办"2026年IT趋势"发布会。发布会围绕算 力、存储、大模型、人工智能+、工业软件、网络安全、卫星通信、产业互联网、金融数字化转型、城 市可信数据空间等十个IT重点领域进行分析解读，系统呈现2026年IT产业发展蓝图与变革方向。 如在算力领域，近年来，随着大模型与行业应用深度融合，算力需求呈现指数级增长。赛迪预计到2026 年中国算力总规模将突破1200 EFLOPS，稳居全球第二，其中智能算力贡献率接近90%。 在大模型发展方面，赛迪顾问人工智能与大数据研究中心高级分析师白润轩认为，2026年大模型市场将 持续爆发增长，企业部署量与调用量双双跃升。模型热潮之后，大模型将聚焦更懂业务的垂直小模型及 能自主协作的智能体等方向，从技术演进、产品形态到生态治理，逐步实现大模型从"通用底座"蜕变为 驱动产业变革的"智能引擎"。 在工业软件领域，从全球市场来看，2023-2025年全球工业软件市场平稳增长，复合增长率约为6.4%， 当前发展呈现增速平稳与结构优化并行的态势。赛迪顾问软件与信息服务业研究中心高级分析师杨晨晖 表示，预计2026年，工业软件在推动 ...

近日，北京企业联合会、北京市企业家协会正式发布2025北京企业百强系列榜单，华胜天成凭借在数字经济与服务领域的创新突破与区域协同实践，同时 入选"2025北京数字经济企业百强"、"2025北京服务业企业百强"及"2025京津冀服务业企业百强"三大榜单。这一成绩不仅印证了华胜天成作为首都科技创 新标杆企业的硬实力，更彰显了其在京津冀协同发展战略中的核心地位。 华胜天成入选"2025北京数字经济企业百强"榜单 华胜天成入选"2025北京服务业企业百强"榜单 华胜天成入选"2025京津冀服务业企业百强"榜单 华胜天成入选"2025京津冀服务业企业百强"榜单 从首都单点突破到京津冀协同共进，华胜天成以"技术+场景+生态"的跨越式发展路径，为行业树立了数字化转型与区域协同发展的双重标杆。未来，华 胜天成将继续发挥行业引领作用，持续加大科研投入，加速在人工智能、算力、大数据等领域的突破，为建设全球数字经济新高地贡献更大的力量。 从首都单点突破到京津冀协同共进，华胜天成以"技术+场景+生态"的跨越式发展路径，为行业树立了数字化转型与区域协同发展的双重标杆。未来，华 胜天成将继续发挥行业引领作用，持续加大科研投入，加速在人工 ...

Group 1 - The core viewpoint of the news highlights the significant growth in the computing power sector, driven by the implementation of the "East Data West Computing" initiative, with expectations for a robust performance in the domestic computing industry by 2026 [1] - The China Securities report indicates that since 2025, both Chinese and US tech stocks have performed well, with the computing power sector leading the market gains, suggesting a potential replication of the US stock market's bull run in 2023 [1] - The report emphasizes the urgency for domestic semiconductor equipment and AI chips to develop under overseas restrictions, indicating a trend towards domestic substitution as a major market direction [1] Group 2 - The ChiNext 50 Index selects the top 50 stocks from the ChiNext Index based on market capitalization and liquidity, representing leading companies with strong growth potential in sectors like batteries, securities, and communication equipment [2] - The ChiNext 50 ETF (159367) offers two main advantages: a 20% price fluctuation limit, providing greater trading flexibility compared to traditional broad-based indices, and low management and custody fees of 0.15% and 0.05% respectively, which effectively reduce investment costs [2]

Core Viewpoint - The preference for dividend assets has increased, with insurance holdings in stocks and securities reaching a record high of 5.6 trillion yuan as of Q3, marking a 1.9 percentage point increase in allocation to 14.9% [14] Group 1: Market Trends - The market risk appetite has significantly improved, and the funding situation has shown signs of recovery, supporting the dividend style investment [19] - The domestic long-term interest rates have fallen to historical lows and have entered a volatile phase, which is favorable for dividend strategies [19] Group 2: Investment Strategies - The focus for future stock selection will be on the stability of the numerator factors, with companies expected to enhance dividend payouts to improve dividend yields or maintain dividend levels, thereby releasing stable dividend expectations [19] - The CSI Dividend Quality ETF (159209) tracks a dividend quality index that includes 50 stocks with stable dividends, high dividend yields, and strong profitability, aiming to balance dividend income and growth [20] Group 3: Industry Distribution - The industry distribution of the CSI Dividend Quality Index is more balanced, with no single industry exceeding 20% representation, excluding bank stocks, and focusing on industries with stable operations and growth potential [11][12]

Group 1 - The core viewpoint of the article highlights a significant increase in insurance holdings of stocks and securities, reaching a record high of 5.6 trillion yuan as of Q3, with a quarter-on-quarter increase of 1.9 percentage points to 14.9% [15][19]. - The market risk appetite has improved significantly, with a favorable funding environment supporting the dividend style investment strategy, which is expected to focus on the stability of earnings in future stock selection [19][20]. - The CSI Dividend Quality ETF (159209) has seen continuous net subscriptions exceeding 100 million yuan for 11 consecutive days, indicating strong investor interest in dividend-paying assets [1]. Group 2 - The CSI Dividend Quality Index, which tracks 50 stocks with stable dividends and strong profitability, aims to balance dividend yield requirements with growth potential, with no single industry exceeding 20% representation [11][21]. - The current dividend yield of the CSI Dividend Quality Index is 4.09%, compared to a 10-year government bond yield of 1.84%, indicating a favorable investment environment for dividend stocks [7][10]. - The policy environment encourages long-term capital, such as insurance and pension funds, to enter the market, enhancing the capital market's role as a stabilizer [15].

| 分时 8日 1分 5分 * 综合副 F9 航架及 超级盘加 面线 工具 (2 (1) | | 0.991 0.000 0.00% | | | 创业板人工智能ETFS | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 159363.SZ]创业领人工智能ETF却愈] 2025/12/25 收 0.991 幅 0.00%(0.000) 开 0.991 湖北 | | | | | | 159363 | | | MAS 0.9791 MA10 0.9651 MA20 0.9441 MA60 0.0041 MA120 0.7941 MA250 0.6367 [800]] [80EL) = [ | | SZSE CNY 15-01-09 (图书 查看(2全国 | | | | | 0 / 8 / | | | 净值皮势 | | 华宝创业板人工智能ETF | 今年 | 105,43% 120日 | | 90.974 | | 0.991 | 微比 | -36.88% 受験 | -48263 | રેન | 4.43% 250日 | | 98.437 | | | C ...

相关ETF：科创50ETF(588000)。 展望后市，野村证券指出未来仍看好三条主线：1)AI算力链持续增长，相对看好谷歌/英伟达以及明年 Meta相关算力需求放量节奏，关注PCB/CCL、光模块板块作为核心受益赛道；2)持续看好国产替代加速 赛道，包括被动元件、模拟芯片等；3)持续看好AI端侧应用落地推动端侧SoC放量。 科创50ETF(588000)追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%，与 当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光伏 设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 12月29日，科创50ETF(588000)微调，收跌0.14%。盘面上，芯原股份上涨5.71%，寒武纪上涨4.19%， 晶科能源上涨3.85%，中无人机上涨3.61%，芯联集成、天岳先进等涨超2%。 消息面上，全国信息通信监管工作会日前在北京召开，会议强调，要充分发挥需求的导向作用，系统推 进6G技术研发、标准研制和应用培育，深入实施工业互联网和人工智能融合赋能行动。要充分发挥网 络的基础作用 ...

Group 1 - The core viewpoint is that both Chinese and US technology stocks have performed well since 2025, with the computing power sector leading the market, and there are localized explosive opportunities in models and applications [1] - Looking ahead to 2026, domestic computing power is on the rise, with performance elasticity and investment certainty, potentially replicating the long bull market seen in US stocks since 2023 [1] - The urgency for development in semiconductor equipment and AI chips has increased under overseas restrictions, making domestic substitution a prevailing trend [1] Group 2 - Domestic chip manufacturers have begun to explore solutions such as super nodes to compensate for the performance disadvantages of single cards by leveraging the advantages of multiple cards [1] - The construction of multi-card clusters raises higher demands for the quantity and quality of components, creating greater investment opportunities across the supply chain, particularly in segments like liquid cooling, storage, power supply, optical modules, PCB, and quantum computing [1] - North American computing power is experiencing a rigid expansion in AI model computing demand, with the North American computing power industry chain having mature capacity and technical barriers in server assembly, high-end PCBs, and optical modules, which are core support links for computing infrastructure construction [1] Group 3 - Domestic computing power is forming a complete ecosystem through technological collaboration between AI models and domestic chip manufacturers, with continuous capacity expansion expected to accelerate the penetration of domestic computing power chips into the domestic computing infrastructure supply chain under the dual logic of "self-control + supply chain security" [1]

深圳商报·读创客户端记者 陈燕青 薛婷阳 "算力已成为未来国家之间竞争的关键变量。"深圳云豹智能创始人兼首席执行官萧启阳博士近日在接受 深圳商报·读创客户端专访时如是说。 日前，云豹智能自主研发的DPU芯片凭借卓越性能，正式入选在中国国家博物馆举办的"中国制造'十四 五'成就展"，成为我国算力基础设施领域的重要代表之一。 "中国制造成就展很隆重，很荣幸云豹能代表深圳参加成就展，也很荣幸云豹的产品和技术受到了国家 部委的高度肯定，这对我们也是一种鞭策。云豹的产品和技术在DPU行业一直处于国内最前沿，同时也 在快速迭代，不久将会有新的产品面世，"12月29日，萧启阳在中国制造"十四五"成就展开幕现场连线 记者时表示，"作为中国先进制造的代表，云豹将继续深耕半导体领域，为中国的算力产业贡献自己的 力量，相信中国的高端制造业未来会越来越强大。" 云豹智能创始人兼CEO萧启阳 从硅谷到深圳的创业之路 云豹智能创始人、CEO萧启阳，出生于中国香港，早期便到美国求学，在24岁时拿到了美国斯坦福大学 电子工程博士学位。毕业后，他先在加州大学尔湾分校任教、后在麻省理工学院任endowed chair副教 授，早期研究AI神经网 ...