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24小时环球政经要闻全览 | 1月12日
Xin Lang Cai Jing· 2026-01-12 00:26
| 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 欧美 | 道琼斯工业平均 | 49504.07 | 237.96 | 0.48% | | | 纳斯达克 | 23671.35 | 191.33 | 0.81% | | | 标普500 | 6966.28 | 44.82 | 0.65% | | | 欧洲斯托克50 | 5997.47 | 93.15 | 1.58% | | | 英国宫时100 | 10124.6 | 79.91 | 0.80% | | | 法国CAC40 | 8362.09 7 | 118.63 | 1.44% | | | gelonghul.com 德国DAX | 25261.64 | www.gogudata.com 134.18 | 0.53% | | | 俄罗斯RTS 上证指数 | 1097.31 4120.43 | 2.51 37.45 | 0.23% 0.92% | | | 深证成指 创业板指 | 14120.15 3327.81 | 160.67 25.5 | 1.15% 0.77% | | | 恒生指数 | ...
私募开年迎“爆款”!
Xin Lang Cai Jing· 2026-01-11 23:26
私募开年迎"爆款" 近日,记者从业内人士处获悉,复胜资产在某私人银行渠道的新发规模单日便达到10亿元,投资者"抢 号"的速度也较快。 据公开资料,复胜资产成立于2015年,管理规模超过100亿元。其董事长陆航在接受记者采访时表示, 今年资本市场的机会很大。具体来看,一方面经济逐渐企稳,很多边际改善的迹象正鼓舞着投资者的信 心,企业盈利也逐步显现改善趋势;另一方面,国内科技创新成果持续显现,AI技术对于传统行业的 重塑也屡见不鲜,接下来公司将聚焦新消费(AI+以及新型消费品)、有色金属以及部分传统中游行业 (如化工等)的机会,沿着"时代增量"和"供需错配"两个逻辑出发,寻找优质资产。 | 基金管理人全称(中文) | 上海复胜资产管理合伙企业(有限合伙) | | --- | --- | | 基金管理人全称(英文) | Shanghai Fusheng Assets Management Co. | | 登记编号 | P1030979 | | 组织机构代码 | 91310118MA1JL2AF2K | | 登记时间 | 2016-02-04 | | 成立时间 | 2015-12-02 | | 注册地址 | 上海市青 ...
太尴尬!内塔尼亚胡夫人被批过度修图
Huan Qiu Shi Bao· 2026-01-11 22:46
以色列资深政治记者加特尼奥坦言,这一行为正在破坏以色列建国以来的历史记录真实性,"如果这些图像进入数据库,将永远用一种从未存在过 的'虚拟现实'感染历史"。 除了"美颜"修图外,内塔尼亚胡还多次在社交媒体上发布使用AI生成的图片。以色列民主研究所专家阿尔舒勒评论称,内塔尼亚胡试图通过AI技 术将自己和家人塑造成"超级英雄"和"完美家庭",以此掩盖政治和管理上的问题。 美联社11日报道称,在一组内塔尼亚胡夫妇、美国驻以色列大使赫卡比及以军士兵在西墙点燃光明节烛台的照片中,总理夫人萨拉·内塔尼亚胡的 形象显得极不自然,"皮肤毫无毛孔,眼部轮廓过度清晰,发型完美得不合常理"。以色列官方承认,这是经过大量修图后的效果。批评人士强调, 这些图片被用于政府新闻,这不仅歪曲事实,违反道德准则,还可能损害官方的存档和记录工作。 《以色列时报》报道称,在内塔尼亚胡的社交媒体账号上,总理夫人的形象多次出现修图痕迹,其中还包括与美国总统特朗普夫妇的合影,而现 在这一做法也被用于官方图片发布。这种违规修图的行为引发以色列政府新闻办公室专业摄影师的强烈抗议。该部门长期负责维护以色列的国家 照片档案,拥有严格的"反修图"政策。为了平息摄 ...
陪伴机器人,正在改写9亿人的孤独经济
Sou Hu Cai Jing· 2026-01-11 16:16
Core Insights - The rise of companion robots is driven by the dual forces of emotional consumption and AI technology, transitioning from toys to essential life companions [1][3] - The demand for companionship is fueled by a significant loneliness economy, with 900 million people in need of emotional support [4][6] Group 1: Market Dynamics - The online market for AI toys in China is projected to surge by 394.9% by 2025, with emotional companionship products growing from 7.0% to 15.7% market share [4] - The global AI companionship market is expected to grow from $30 million to between $70 billion and $150 billion by 2030, with the domestic market reaching approximately $3.86 billion by 2030 [8] - The demand for companionship robots is particularly strong among young adults aged 18-35, with over 120 million living alone in China [6] Group 2: Technological Advancements - New-generation companion robots have evolved from passive responders to active empathizers, utilizing advanced AI technologies to understand user emotions and context [9][11] - Multi-modal sensors enable these robots to perceive voice, visual, tactile, and environmental cues, enhancing user interaction [11] - The integration of large models and low-cost API calls facilitates the widespread adoption of companion robots [9] Group 3: Competitive Landscape - The market is characterized by three main player categories: traditional toy manufacturers, tech startups, and cross-industry players [14] - Traditional toy companies leverage established IPs and supply chains to transition into the AI space, while tech startups focus on high-end, differentiated products [16][18] - Cross-industry players innovate by extending scenarios, such as Sony's Aibo and Panasonic's interactive robots, to create new market opportunities [20][22] Group 4: Product Evolution - Companion robots are segmented into three price tiers: entry-level (100-500 RMB), mid-range (500-3000 RMB), and high-end (over 3000 RMB), catering to diverse user needs [23][25][27] - Entry-level products focus on basic interactions, while mid-range products emphasize emotional recognition and advanced features [24][25] - High-end products offer multi-modal interactions and medical-grade companionship, primarily targeting affluent families and healthcare institutions [27] Group 5: Future Trends - The market for companion robots is expected to transition from concept-driven to demand-driven growth, with four key trends emerging: emotional computing precision, deeper IP integration, diversified scenario expansion, and service-oriented monetization models [28][29][31] - Emotional computing will enhance robots' ability to respond to user emotions accurately, while IP collaborations will deepen user engagement [29] - The expansion into adult emotional therapy, elderly care, and educational settings will broaden the market scope [31] Group 6: Opportunities and Challenges - Despite the promising market outlook, challenges such as technology integration and safety risks remain prevalent [32][33] - The industry faces potential issues with data privacy, especially concerning sensitive user information, necessitating careful market education and product adaptation [33] - The competitive landscape is intensifying, with a risk of commoditization in the entry-level segment, highlighting the need for differentiation [35]
假照片拿摄影比赛第一名?最新回应
券商中国· 2026-01-11 11:51
11日,话题 #AI照片竟然拿了摄影比赛第一名 # 冲上热搜第一。 第42号作品《骑楼旧光》 近日,有网友发帖称,华住高端酒店品牌举办的摄影大赛, 获得第一名的作品,拉曝光再放大看竟然是一张 AI图! 该摄影大赛还请了5位专业评委给作品打分,评委中还不乏一些协会副会长等大咖。 O | | 艺术MaxX · 城市记忆 ··· Q 活动介绍 投稿作品 43号 南夜彩塔 44号 Z "翻"拍 飞翔滴黄 41号 42号 海边垃圾 骑楼旧光 hang 宸 根据该网友所说,记者找到该比赛第42号作品《骑楼旧光》原图,将亮度调大并将曝光调到过量曝光, 明显 看到图片右侧的数个牌匾出现字体错乱和字体生成不全。 该网友称, 这是Al生成图片的常见错误, 一眼就可辨别图片是AI生成的。还有其他例如老人提鸟笼的手指跟 手掌连不起来、左侧连续两个凉茶铺牌匾之类的露馅细节。 另据帖子信息,记者搜索到这项名为"艺术MaxX·城市记忆摄影大赛"的比赛,在华住会旗下上海东方美仑美 奂酒店和华住美好家族官方公众号均有宣传。 此前第一名结果公示 记者查看获奖公示信息发现,该作品位于综合奖项第一名,第二名为作品《陆家嘴》,摄影比赛评委由"中国 摄 ...
陪伴机器人,正在改写9亿人的孤独经济
机器人大讲堂· 2026-01-11 09:39
Core Insights - The article discusses the rise of companion robots, driven by the dual forces of emotional consumption and AI technology, transforming from toys to essential companions in various life scenarios [1][3]. Group 1: Market Demand - The "loneliness economy" is emerging, with 900 million people creating a strong demand for companionship. As basic needs are met, higher-level needs such as belonging and self-actualization are becoming central to consumption, with "emotional value" being key to product pricing [4][5]. - By 2025, the online market for AI toys in China is expected to surge by 394.9%, with emotional companionship products growing the fastest, increasing their market share from 7.0% to 15.7% [4]. Group 2: Target Demographics - Over 120 million young adults aged 18-35 live alone, showing a strong demand for anthropomorphic interaction products. Women aged 25-30 represent 72% of the consumer base for companion robots, willing to pay for aesthetics and empathy [7]. - The elderly population in China has reached 280 million, with over 50% being empty nesters. High-end companion robots are becoming essential in the elderly care market, despite their higher price points [7]. Group 3: Market Growth Projections - The global AI companionship market is projected to grow from $30 million to between $70 billion and $150 billion by 2030. The domestic market is expected to reach approximately $1 billion in 2024 and $3.86 billion by 2030, with a compound annual growth rate of 75% [9]. Group 4: Technological Advancements - The rise of companion robots is attributed to advancements in AI technology, enabling a shift from passive responses to active empathy. New generation robots can understand context, emotions, and subtleties in conversation, providing personalized interactions [10][11]. - Multi-modal sensors are being integrated into companion robots, allowing them to perceive voice, visual, tactile, and environmental cues, enhancing user interaction [14]. Group 5: Market Structure - The companion robot market is attracting three types of players: traditional toy manufacturers, tech startups, and IP holders, leading to differentiated competition [17]. - Traditional toy companies leverage established supply chains and IPs to transition into the AI space, while tech firms focus on high-end markets with advanced emotional interaction capabilities [19][21]. Group 6: Product Evolution - Companion robots are categorized into three price tiers: entry-level (100-500 RMB), mid-range (500-3000 RMB), and high-end (over 3000 RMB), catering to different user needs [26][28][30]. - Entry-level products focus on basic interactions and are popular among cost-conscious parents, while mid-range products are favored by urban professionals seeking emotional support [27][29]. Group 7: Future Trends - The market for companion robots is expected to transition from "conceptual popularity" to "demand-driven" growth, with four key trends: precision in emotional computing, deeper IP integration, diversified scene expansion, and service-oriented monetization models [31][34][35]. - Companies are exploring subscription services and dual revenue models to enhance profitability beyond single sales [36]. Group 8: Challenges and Opportunities - Despite the promising market outlook, challenges such as technology integration and safety risks remain prevalent. The industry must address issues related to data privacy and user dependency on technology [37][39]. - The reduction in computing costs and advancements in AI capabilities present significant opportunities for improving the cost-effectiveness of companion robots [40].
小鹏汽车开放工厂 何小鹏用行动解读创新
Zhong Guo Jing Ying Bao· 2026-01-11 02:36
Core Viewpoint - Xpeng Motors is shifting its focus from traditional marketing strategies to showcasing its manufacturing capabilities through the launch of the "Xpeng AI Technology Smart Manufacturing Tour," positioning itself as a leader in intelligent manufacturing and AI integration in the automotive industry [1][2]. Group 1: Strategic Initiatives - The "Xpeng AI Technology Smart Manufacturing Tour" aims to present the company's foundational capabilities in smart manufacturing, AI technology, and future mobility systems, marking a strategic declaration to return competition to the core areas of manufacturing and systems [1][2]. - The simultaneous launch of the 100,000th unit of the Xpeng P7+ and the delivery of the first batch of the 2026 model signifies a coordinated effort to demonstrate the company's technological and delivery capabilities [1]. Group 2: Product Development - The 2026 Xpeng P7+ introduces a super extended range version, achieving a pure electric range of 430 kilometers and a combined range of up to 1550 kilometers, significantly differentiating itself from competitors in terms of usage radius and scenario coverage [3]. - The 2026 Xpeng P7+ is set to enter 36 countries and regions globally, with a simultaneous launch in Brussels, Belgium, indicating a proactive approach to global market expansion [3]. Group 3: Leadership Perspective - CEO He Xiaopeng emphasizes that the essence of a manufacturing company lies in understanding the logic behind manufacturing and ensuring that technology serves human needs, redefining Xpeng Motors as a "physical AI company" rather than just an intelligent vehicle manufacturer [2]. - The decision to open the factory to the public is rooted in the belief that true innovation can only be understood by experiencing the manufacturing process firsthand [2]. Group 4: Competitive Landscape - By placing manufacturing at the forefront, Xpeng Motors is not only showcasing its capabilities but also signaling a shift in competitive dynamics, where manufacturing and systems become the core variables, raising the bar for future competition [3].
投顾周刊:物理AI将迎来“ChatGPT时刻”
Wind万得· 2026-01-10 22:15
Group 1 - Over 50 trillion yuan in time deposits are facing maturity, leading to a "deposit migration" and a re-pricing of asset allocation. By the end of 2026, the scale of time deposits maturing is estimated to be around 57 trillion yuan, with a focus on reallocation of funds in the context of deposit rates entering the "1% era" [2] - Bank wealth management continues to prioritize "fixed income+" at the beginning of the year, but product offerings are increasingly emphasizing multi-asset and diversification. In 2026, bank wealth management will enter a new phase of comprehensive net value, with newly issued products primarily consisting of closed-end fixed income types [2] - New regulations on public fund sales expenses will take effect from January 1, 2026, imposing stricter constraints on short-term trading behavior, with redemption fees for equity and mixed funds based on holding periods [2] Group 2 - Public funds are experiencing a "high-low switch" in positioning, with the digital economy expected to be a key focus area. Fund managers indicate a shift in expectations from AI technology infrastructure to application realization, with strong performance in the digital economy sector [4] - China's foreign exchange reserves reached a ten-year high, with gold reserves increasing for 14 consecutive months. As of December 2025, foreign exchange reserves stood at 3.3579 trillion USD, up by 11.5 billion USD [4] - Morgan Stanley has applied to issue cryptocurrency ETFs, marking its entry into the popular fund sector two years after the surge in U.S. cryptocurrency ETFs [4] Group 3 - Recent global stock market performance has been mixed, with the Chinese market showing gains while the U.S. market experienced declines. The Shanghai Composite Index rose by 3.82%, while the Dow Jones Industrial Average fell by 2.32% [6] - Recent trends in government bond yields show a mixed performance, with the 1-year Chinese government bond yield declining by 4.35 basis points to 1.29%, while the 10-year yield rose by 3.55 basis points to 1.88% [7] - The recent week saw stable performance in the Wande Fund Index, with the total stock fund index rising by 4.96% [10] Group 4 - In the commodity market, precious metals showed mixed trends, with COMEX gold rising by 4.36% and silver by 12.36%, while international oil prices continued to rise [12] - The recent week saw a rebound in the U.S. dollar index by 0.69%, with slight fluctuations in the RMB to USD exchange rate [12] - Recent data indicates that fixed income+ funds dominate both in number and scale, with 359 such funds accounting for 50.56% of total products and 66.54% of total scale [13][14] Group 5 - Bank wealth management subsidiaries have become the core force in financial product issuance, with 517 subsidiaries participating, accounting for 72.82% of all institutions [15] - City commercial banks and rural commercial banks have also been active in product issuance, contributing significantly to the issuance of bank-related products [16] - The overall trend indicates a shift from "scale-driven" to "capability-driven" for wealth management subsidiaries, providing diversified options for investors [17] Group 6 - Reports indicate that overseas "long money" is actively positioning in Chinese assets, with a notable increase in interest in the Chinese stock market, particularly in technology and biotechnology sectors [20] - Domestic institutions believe the market is likely to evolve from a "structural bull" to an "index bull," with a focus on AI applications and humanoid robot production [21] - There is a divergence in Wall Street's outlook on gold prices, with some institutions optimistic while others predict a decline in 2026 [22]
国产长轴距版下半年上市 新世代BMW iX3亮相CES 2026
Xin Lang Cai Jing· 2026-01-10 13:18
Group 1 - The core focus of the article is the unveiling of the new generation BMW iX3 at CES 2026, showcasing advancements in electric vehicle technology and digital interaction [1][5] - BMW has introduced the new generation iX3 built on a dedicated electric vehicle architecture, integrating the sixth generation BMW eDrive technology and innovative digital experiences [3] - The iX3 features a new intelligent electronic architecture, panoramic iDrive, and a large cylindrical battery, enhancing the enjoyment of intelligent driving [3] Group 2 - At CES, BMW demonstrated the integration of AI technology into real driving scenarios, creating an immersive cockpit experience that seamlessly combines navigation, entertainment, and vehicle control [4] - The new generation iX3 long-wheelbase version is specifically designed for the Chinese market, incorporating local smart cockpit features and a new generation operating system [4] - The iX3 long-wheelbase version is currently undergoing rigorous testing at the Nürburgring and globally, with over 300 domestic test vehicles also being evaluated [5]
重磅|HDDI企业智库入驻钉钉:中小企业的“首席战略官”,现在触手可及
混沌学园· 2026-01-10 10:08
在数字化转型的浪潮中,企业不仅需要"连接"工具,更需要"智慧"工具。今天,混沌深度创新商业平台(HDDI)正式入驻钉钉应用商店。我们将混沌学园十年的 商业智慧与 AI 技术结合,为钉钉上的千万家企业,带来了一位 7×24 小时在线的"数字专精特新顾问"。 你的企业,离"科学决策"还有多远? 在钉钉上,我们已经实现了高效的沟通和审批。但面对激烈的市场竞争,很多企业主和管理者依然面临着 决策难、落地难 的痛点: AI 时代的红利,不应只属于科技巨头。 HDDI企业智库(混沌深度创新平台) 正式登陆钉钉,我们致力于让每一家务实的企业,都能以极低的成本,拥有顶级的商业大脑。 请不起大牌咨询: 遇到转型难题,外部咨询费动辄几十万,且不懂具体业务,远水解不了近渴。 汇报缺乏深度: 员工的周报、日报往往只是动作的堆砌,缺乏深度的业务思考和数据分析。 战略落地走样: 老板的想法很好,但在层层传递中信息衰减,团队执行时找不到抓手。 HDDI 能在钉钉里帮你解决什么实际问题? | 角色类型 | 核心痛点 | HDDI 解决方案(典型用法) | | --- | --- | --- | | | | "超级分析员" | | 企业战略部 ...