该调查显示，在拥有 300 名及以上员工的大型企业中，有 66.5%的员工使用AI工具，而在小型及中型企 业中这一比例为 52.7%。 受访者表示，他们主要使用AI工具来起草或总结文件。 那些未使用AI工具的员工表示工作效率低下，而大公司的员工则将企业安全规定视为主要原因。 责任编辑：于健 SF069 周三公布的一项民意调查显示，在生成式AI平台的帮助下，韩国工人的工作时间平均减少了 17.8%，其 中超过一半的受访者表示在日常工作中使用此类工具。 韩国商工会议所 （KCCI） 对 3000 名 20 岁及以上的工薪阶层人士进行的一项民意调查显示，生成式AI 工具帮助工人平均每周减少 8.4 小时的工作时间。 周三公布的一项民意调查显示，在生成式AI平台的帮助下，韩国工人的工作时间平均减少了 17.8%，其 中超过一半的受访者表示在日常工作中使用此类工具。 韩国商工会议所 （KCCI） 对 3000 名 20 岁及以上的工薪阶层人士进行的一项民意调查显示，生成式AI 工具帮助工人平均每周减少 8.4 小时的工作时间。 约 56% 的受访者表示他们在日常工作中使用了AI工具，其中信息和电信行业的员工使用此类工具 ...

2026 年 01 月 27 日 Cowork 获得永久记忆，AI 协作迎来范式革新 推荐(维持) 投资要点 分析师：任春阳 S1050521110006 rency@cfsc.com.cn 行业相对表现 | 表现 | 1M | 3M | 12M | | --- | --- | --- | --- | | 计算机(申万) | 11.5 | 4.9 | 33.2 | | 沪深 300 | 1.0 | -0.2 | 23.3 | 市场表现 ▌AI 应用：Gemini 周访问量环比+3.43%，Cowork 获 得永久记忆 -20 -10 0 10 20 30 40 (%) 计算机 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《计算机行业周报：DeepSeek 开 源含 Engram 模块，千问助理重塑人 机交互》2026-01-19 2 、 《 计 算 机 行 业 周 报 ： 英 伟 达 Rubin 架构重塑算力未来，MiroMind 发布 MiroThinker1.5》2026-01-13 3 、 《 计 算 机 行 业 周 报 ： 小 红 书 Video-Thinker 打 破 工 具 依 赖 ...

Group 1 - The core issue revolves around Meta's CEO Mark Zuckerberg opposing parental control mechanisms for AI chatbots interacting with minors, raising concerns about the company's measures to protect underage users [1][4][5] - Internal documents from the New Mexico Attorney General's office reveal that Meta employees strongly advocated for parental controls to limit generative AI interactions, but management dismissed these suggestions, attributing the decision to Zuckerberg [4] - Meta is currently facing a lawsuit from New Mexico, accusing the company of failing to prevent harmful content from reaching minors, with the case set to be heard in February [4][5] Group 2 - Reports indicate that Meta's AI chatbot has been involved in controversial interactions, including engaging in virtual sexual conversations with minors, which has led to public scrutiny [4] - The company recently suspended access to AI chatbots for teenage accounts while developing parental control features, which Zuckerberg had previously rejected [4] - Internal reviews have shown that Meta's guidelines for chatbot behavior were vague, allowing for the potential spread of harmful content, although the company claims to have removed such content [4]

Core Viewpoint - Apple has decided to build its next-generation "Apple Foundation Models" based on Google's Gemini model, indicating a shift from its previous self-reliant approach in AI development due to competitive pressures and delays in its own AI initiatives [2][17]. Group 1: Apple's AI Challenges - Apple has historically maintained a strong competitive edge with self-developed chips and a closed ecosystem, but it is now perceived as lagging in the generative AI space compared to competitors like OpenAI and Google [3][19]. - The company has faced significant delays in the rollout of its AI features, particularly with Siri, which has been criticized for its performance [19]. - Apple's strict data privacy policies, while a marketing strength, have hindered its ability to gather the vast amounts of data necessary for effective AI development [21]. Group 2: Talent and Organizational Issues - Apple is experiencing a significant talent drain, with over a dozen senior AI engineers leaving for companies like Meta and OpenAI, which has impacted morale and innovation within the company [21]. - The recent high-level management shakeup has exacerbated the challenges in retaining talent, particularly in AI and hardware development [21]. Group 3: Partnership with Google - The integration of Google's Gemini into Apple's iOS architecture represents a strategic partnership that allows Apple to leverage Google's advanced AI capabilities while still maintaining some level of self-reliance [23][25]. - Apple is expected to pay approximately $1 billion annually to Google for the use of the Gemini architecture and cloud computing resources, marking a significant financial commitment [25]. - This partnership positions Google as a key player in the AI capabilities of Apple's devices, potentially altering the competitive landscape in mobile AI [23][28]. Group 4: Future Developments - The new version of Siri, expected to be released in early 2026, will incorporate features that allow for more personalized interactions, akin to chatbots like ChatGPT [29]. - Apple's strategy appears to be focused on ensuring that its devices remain competitive in the AI space while allowing its internal teams time to catch up with advancements in AI technology [29].

Group 1 - Microsoft has launched its self-developed AI chip Maia 200, which utilizes TSMC's 3nm process, featuring over 140 billion transistors and achieving FP4 performance exceeding 10 PetaFLOPS, three times that of Amazon's third-generation Trainium [1] - The Maia 200 chip is designed specifically for AI inference, equipped with 216GB of HBM3e memory and a bandwidth of 7TB/s, providing a 30% performance improvement per dollar compared to the latest hardware [1] - Maia 200 will support large models such as OpenAI's GPT-5.2 and is already deployed in a data center in the central United States, with a preview version of the SDK available [1] Group 2 - Anthropic has introduced the MCP service for Claude, integrating productivity tools like Figma, GitHub, and Canva, allowing users to directly invoke third-party services within conversations [2] - This upgrade transforms Claude from a passive chatbot into an intelligent platform capable of actively scheduling external resources, enabling users to command workflows across applications using natural language [2] - The MCP protocol is open-sourced, aiming to establish a competitive edge in defining the "operating system" of the AI era, with a focus on deep integration to enhance initial user experience [2] Group 3 - DeepSeek has open-sourced its OCR model DeepSeek-OCR 2, which employs a new decoder that allows the model to read in a structured order rather than mechanically scanning, improving its understanding of complex layouts and tables [3] - The model achieved a score of 91.09% in the OmniDocBench v1.5 test, a 3.73% improvement over its predecessor, with the reading order edit distance reduced from 0.085 to 0.057 [3] - This architecture has the potential to evolve into a unified multimodal encoder capable of processing text, speech, and visual content within the same parameter space [3] Group 4 - The Kimi K2.5 model has been released and open-sourced, recognized as one of the most intelligent and versatile models, supporting both visual and text inputs, as well as thinking and non-thinking modes [4] - K2.5 introduces agent cluster capabilities, allowing it to autonomously create up to 100 avatars to process 1500 steps in parallel, reducing actual runtime by up to 4.5 times [4] - Alongside this, Kimi Code has been launched, supporting terminal execution and integration with mainstream editors, enabling programming assistance through image and video inputs, with the Agent SDK set to be open-sourced [4] Group 5 - Alibaba has launched the flagship reasoning model Qwen3-Max-Thinking, which competes with GPT-5.2-Thinking and Claude-Opus-4.5 across 19 benchmark tests [5] - This model features adaptive tool invocation capabilities, automatically calling search engines and code interpreters as needed, eliminating the need for manual selection by users [5] - It employs an experience accumulation testing strategy that focuses computational resources on smarter reasoning processes rather than stacking parallel paths, achieving more accurate and efficient reasoning outcomes [5] Group 6 - Tencent's Sogou Input Method has announced a comprehensive AI upgrade with its 20th major version, integrating the mixed Yuan model, reaching over 100 million AI users, and averaging nearly 2 billion voice uses daily [6] - The AI voice model has improved fluency by 40% and achieved an accuracy rate of 98%, with dialect recognition enhanced by 30%, maintaining a 97% accuracy rate even in low-volume scenarios below 20 decibels [6] - The AI translation model now supports over 30 languages for instant translation, and the AI typing model's vocabulary has expanded exponentially, with local life vocabulary exceeding 50 million [6] Group 7 - Hyper3D has released Rodin Gen-2 Edit, a 3D generation platform that integrates natural language-based local editing capabilities, marking the first commercial product to combine 3D generation and editing into a complete workflow [7] - Users can select areas and input text commands for local adjustments, with the ability to import any existing models, including those generated by third-party AI, for editing, ensuring seamless integration with the original model [7] - This advancement signifies a shift in 3D generation from a "gacha" model to an iterative workflow era, with the platform now compatible with mainstream workflows like Blender, Maya, and Unity [7] Group 8 - Ant Group has unveiled its embodied research, introducing the high-precision spatial perception model LingBot-Depth, which significantly enhances depth output quality in complex material scenes like transparent and reflective surfaces without hardware changes [8] - The model utilizes a masked depth modeling approach, treating naturally missing depth from sensors as learning signals rather than noise, outperforming top-tier depth cameras in depth accuracy and pixel coverage [8] - In practical tests, the dexterous hand successfully grasped transparent glass cups and reflective stainless steel cups, with the model fully open-sourced and ready for deployment [8] Group 9 - Anthropic's CEO Dario Amodei has published a lengthy article warning that by 2027, humanity may face a "technological coming-of-age," with AI potentially forming a "data center genius nation" with 50 million "citizens" [9] - The article analyzes five major crises: risks of AI autonomy, misuse of biological weapons, authoritarian control, economic disruption, and existential crises, warning that AI could disrupt the balance between "capability" and "motivation" [9] - Anthropic advocates for a "Constitutional AI" approach and reasonable regulation to build defenses, despite being viewed as an outlier in the industry, with its valuation increasing sixfold over the past year, urging humanity to face civilizational tests with courage [9]

大小通吃，这碗饭谁都能吃 这风口一开，产业链彻底沸腾。天眼查数据显示，2025年新注册的工业互联网企业暴涨了27.8%，大家都想分一杯羹。浪潮云洲的董事长看得很透：大企业 要搞专用大模型，玩的是"高定"；中小企业玩不起高科技？那就推"模型即服务MaaS"，像点外卖一样用AI，门槛直接踩到底。 网络要"神经"，落地得"抠细节" 最近的政策圈有点"忙"，关于工业互联网的利好跟连珠炮似的往外冒。这不是简单的喊口号，而是实打实的"路线图"——到2028年要搞出450多个有头有脸 的工业互联网平台，还要拉着不少于5万家企业搞"新型工业网络"大改造。这一套组合拳下来，目标很明确：让AI给工业互联网装上"大脑"，到2025年核心 产业规模要冲过1.6万亿元大关。这哪是规划？分明是给制造业泼天的富贵！ 告别"连得上"，我们要"想得明白" 以前咱们聊工业互联网，顶多是"连得上、看得见"，像鞍钢那位大佬说的，那是跑分阶段。现在生成式AI和工业大模型成熟了，直接跨越到"认知理 解"和"智能决策"。啥概念？就是以后的工厂不光能传送数据，还能自己琢磨怎么省电、怎么排产。目前这网已经罩住了41个工业大类，2.3万个"5G+工业互 联网" ...

本报讯 （记者舒娅疆）1月27日，记者从万兴科技（300624）集团股份有限公司（以下简称"万兴科 技"）获悉，该公司旗下AIGC视频创作平台万兴天幕创作广场文生图功能于近日推出全新写实版模式， 为创作者提供更高质量、更高效率的图像生成能力，满足商业摄影替代、人物海报与宣传物料制作、插 画创作及概念设定图生成等多类场景需求。通过持续对AI视觉创作能力的升级，万兴科技积极为用户 提供高价值、低门槛的专业工具，重塑内容生产工作流。 围绕视频、绘图、文档等核心创作场景，万兴科技正在持续完善底层模型能力，并推动场景化应用与商 业化落地。 为巩固AI产品的长期竞争力，万兴科技在人才领域持续加码。据悉，其正在推进的2026届全球校园招 聘开放产品、研发等五大类岗位，为应届生和研发人才提供较为丰厚的薪酬待遇，优秀者不设上限。此 外，万兴科技正在推进的AIGC实习生招募"Wonder Nova新星计划"，面向2026届及后续学年毕业的本/ 硕/博在校生，开放上千个实习岗位。 目前，生成式AI正加速走向实际生产与商业应用阶段。相关研究机构发布的数据显示，全球AI文生图 市场规模在接下来的十年内预计呈现较高速增长态势。 ...

中信建投此前指出，在生成式AI浪潮席卷全球的当下，MINIMAX以"反共识"的战略定力，聚焦模型智 力突破，正从行业竞争中脱颖而出。作为上海首批获得大模型备案的企业，公司凭借技术深耕与商业化 远见，展现出强劲的发展潜力。该行预测，2025-2027年公司营收将保持90%以上的高速增长，Non- GAAP毛利率有望提升至55%，净亏损率持续收窄。随着推理成本优化与新一代多模态模型落地，公司 有望在AI原生应用领域开辟更大市场空间。 消息面上，1月20日，MiniMax的AI原生工作台Agent2.0上线，其以Desktop App和Expert Agents两个核 心组件为载体。Desktop App注重执行力，可完成读取本地文件、操控浏览器、处理文档等工作任务； Expert Agents侧重于对业务场景的理解，核心逻辑是用户注入私有知识库，将其打造成专业领域的专 家，使得Agent执行任务并给出特定标准的高质量产出。 智通财经APP获悉，MINIMAX-WP(00100)盘中涨超12%，截至发稿，涨9.53%，报422.8港元，成交额 6.49亿港元。 ...

Core Viewpoint - MiniMax's stock price surged over 12% during trading, currently up 9.53% at 422.8 HKD, with a trading volume of 649 million HKD following the launch of its AI-native workbench Agent 2.0 [1] Group 1: Product Launch - The Agent 2.0 features two core components: Desktop App and Expert Agents. The Desktop App focuses on execution capabilities, enabling tasks such as reading local files, controlling browsers, and processing documents. Expert Agents emphasize understanding business scenarios by allowing users to inject private knowledge bases to create domain-specific expertise [1] Group 2: Market Position and Growth Potential - CITIC Securities highlighted that MiniMax is standing out in the competitive landscape of generative AI with a "counter-consensus" strategic focus on model intelligence breakthroughs. The company is one of the first in Shanghai to receive large model registration, showcasing strong development potential through technological depth and commercial foresight [1] - The firm forecasts that MiniMax's revenue will maintain over 90% high growth from 2025 to 2027, with Non-GAAP gross margin expected to improve to 55% and net loss rate continuing to narrow [1] - With optimization of reasoning costs and the implementation of next-generation multimodal models, MiniMax is poised to explore larger market opportunities in the AI-native application sector [1]

Core Viewpoint - The article highlights the emergence of 3D generation technology as a critical area in AI, with significant advancements led by the Chinese team Hyper3D, particularly through their product Rodin Gen-2 Edit, which integrates 3D generation and editing capabilities [1][3][27]. Group 1: 3D Generation and Editing Technology - Hyper3D has launched Rodin Gen-2 Edit, the first commercial product that combines "3D generation" and "3D editing" into a complete workflow, marking the entry of 3D generation into the editable era [3][11]. - The editing functionality allows users to select specific areas of a model and input text commands for modifications, such as changing a robot's arms to cannons, demonstrating a user-friendly approach to 3D model editing [4][5][20]. - The platform supports importing any existing models, including third-party AI-generated models, for editing, establishing Hyper3D's editing capabilities as a foundational infrastructure rather than a standalone feature [9][11]. Group 2: Technological Advancements and User Experience - Hyper3D Rodin showcases cutting-edge technology, enabling users to modify, add, or remove model components through natural language without affecting the overall structure, thus revolutionizing 3D modeling [13][21]. - The transition from "generation" to "editing" fills a crucial gap in the AI workflow, allowing for iterative design processes rather than random generation, which has been common in the past [14][19]. - The platform's capabilities are enhanced by the introduction of 3D ControlNet, which allows precise control over geometric structures during the generation phase, and the BANG technology, which facilitates recursive disassembly of complex models for localized editing [17][25]. Group 3: Market Position and Future Directions - Hyper3D's advancements have been recognized by the market, with the team completing two rounds of funding from top-tier VC and strategic industry players in 2025, indicating strong investor confidence in their technology [27]. - The company aims to extend beyond single-object editing, with future developments targeting the creation of complete 3D scenes that include objects, relationships, and physical constraints, laying the groundwork for future "world models" and embodied intelligence infrastructure [26]. - The launch of Rodin Gen-2 Edit represents a significant step in making 3D generation not just feasible but practically usable, providing a valuable reference point for the industry [27].