Core Viewpoint - The stock of Alter has shown a mixed performance, with a recent increase in price but a significant decline over the year, indicating potential volatility and investor sentiment shifts [2]. Group 1: Stock Performance - As of December 22, Alter's stock price increased by 2.00% to 9.68 CNY per share, with a trading volume of 24.66 million CNY and a turnover rate of 0.53%, resulting in a total market capitalization of 4.82 billion CNY [1]. - Year-to-date, Alter's stock has decreased by 14.34%, with a 2.76% increase over the last five trading days, a 5.93% decline over the last 20 days, and a 17.41% drop over the last 60 days [2]. Group 2: Company Overview - Alter Automotive Technology Co., Ltd. was established on May 23, 2007, and went public on March 27, 2020. The company is located in Beijing Economic and Technological Development Zone and specializes in the design of fuel and new energy vehicles, along with related technical services [2]. - The revenue composition of Alter includes 87.68% from new energy vehicle design, 11.73% from fuel vehicle design, and 0.59% from other services [2]. Group 3: Financial Performance - For the period from January to September 2025, Alter reported a revenue of 736 million CNY, reflecting a year-on-year growth of 19.30%. However, the net profit attributable to shareholders was -151 million CNY, a drastic decrease of 12,246.62% compared to the previous year [2]. - As of September 30, 2025, the number of shareholders increased to 31,500, up by 6.69%, while the average circulating shares per person decreased by 6.27% to 15,400 shares [2]. Group 4: Institutional Holdings - As of September 30, 2025, Hong Kong Central Clearing Limited and the China Europe Innovation Theme Mixed Fund (LOF) A (501081) have exited the list of the top ten circulating shareholders of Alter [2].

NEWS ◆ 苹果新动向 ◆ 苹果在日本开放第三方应用商店后，Epic CEO 斯威尼痛批「还在收垃圾费」 12 月 18 日消息，苹果宣布为日本 iPhone 开放第三方应用商店和支付体系后，Epic Games CEO 蒂姆・ 斯威尼迅速公开表达不满，直指苹果设置的垃圾费用将直接阻止《堡垒之夜》回归 iOS 平台。 | | | 在斯威尼看来，苹果的开放只是表面文章。他在 X 平台发文称，苹果在允许第三方应用商店存在的同 时，仍对通过竞争性商店分发的应用收入加收所谓的垃圾费用，具体做法是对相关收入额外征收 5% 的 费用，并通过强制接口监控交易行为。 斯威尼认为，这种垃圾费用本质上仍是对分发和支付环节的控制，与开放初衷背道而驰，而且类似做法 此前已被美国法院认定违法。基于这一收费结构，Epic Games 已决定放弃在 2025 年将《堡垒之夜》带 回日本 iOS 平台的计划。（新闻来源：IT之家） 苹果全能视觉 AI 模型 UniGen 1.5 亮相，看图、修图、绘图三合一 12 月 19 日消息，科技媒体 9to5Mac 昨日（12 月 18 日）发布博文，报道称苹果研究团队近日发布多模 态 AI 模型 ...

Group 1 - The core focus of the 2026 Annual Conference is on the impact of artificial intelligence (AI) from technological breakthroughs to societal reconstruction, exploring how embodied intelligence drives industrial transformation and seeks paths for AI to align with low-carbon goals during the critical period of the "14th Five-Year Plan" [2][3] - The conference features prominent guests including Terrence Sejnowski, a member of the National Academies of Sciences, Engineering, and Medicine, and Xue Lan, Director of the National New Generation Artificial Intelligence Governance Professional Committee [3] Group 2 - Insights from the industry highlight how breakthroughs in AI models in 2026 will reshape investment logic in computing power, applications, and aerospace computing, with models like DeepSeek driving advancements in China [5][6] - The long-term improvement in the A-share market environment is expected to stem from a decline in interest rates and increased liquidity, with the CSI A500 index providing balanced industry allocation and core asset selection [8] Group 3 - The 2026 Annual Strategy Conference will focus on the restructuring and opportunities in cyclical industries under the "anti-involution" policy, discussing how construction materials can accelerate clearing at the bottom, and how new chemical materials can benefit from supply-demand improvements [10] - The investment outlook for 2026 emphasizes resilience and rebalancing, with global investment patterns influenced by geopolitical uncertainties and expectations of interest rate cuts by the Federal Reserve, alongside China's fiscal policies potentially boosting economic growth [13][14]

阿里巴巴涨超2%，Meta据报使用阿里巴巴通义大模型对新AI模型进行了微调。 来源：格隆汇APP 格隆汇12月10日｜美联储今夜降息25个基点或已无悬念，美股三大指数集体低开，纳指跌0.17%，标普 500指数、道指跌0.05%。 Meta跌超1%，曝公司全力转向闭源模型，新模型Avocado或于明年春季推出。 回声星通信涨5.7%，SpaceX据报启动史上最大规模IPO，或募资超300亿美元。 华纳兄弟探索涨近3%，派拉蒙天舞集团提出1080亿美元全现金敌意收购，挑战奈飞此前协议。(格隆汇) ...

消息称，Meta使用阿里巴巴的通义千问大模型对新AI模型进行了微调。#行情 阿里巴巴盘前涨逾4%，Meta跌超1%。 ...

The Information：DeepSeek使用了英伟达的Blackwell 芯片来开发下一款AI模型。据说这些芯片经由第三国进入中国，而装有这些芯片的服务器在抵达中国前已被拆解。 https://t.co/kGPjKjjRYQ ...

未来进入千家万户的空调不一定由工人生产，也可能是机器人。 近日第一财经记者走进格力电器在珠海金湾的智能空调工厂，这里每15秒下线一台空调，已投产的两条生产线使用了2000多台工业机器人，自动化率80%， 装备自研率80%。 格力电器（珠海金湾）有限公司总经理陈华东透露，他们第三条全自动化生产线今年底、明年初投产，金湾工厂模式将复制到格力其它空调生产基地。 15秒一台空调，2000台机器人上岗 机器人具备视觉、听觉 与传统空调工厂流水线上基本由工人操作不同，金湾智能工厂的生产线上，机器人和智能装备成为主角。在总装集成智造工厂，原来一条生产线要70多个 人，现在只需20多个人，生产效率也大幅提升，每15秒可下线一台空调。 记者在现场看到，工业机器人已用于多个环节，包括氦检冷凝器自动上线、底盘自动上线、搬运压缩机、自动拔压缩机胶塞、自动高频焊接、自动装阀芯螺 母、自动贴标签、自动装箱等。例如，工业机器人给空调装箱时，仿生手还会把纸箱先摇晃两下，使其装得更贴合。 该生产线负责人尤奕成说，传统生产线人工操作柔性高，机器人的柔性要求也较高。金湾工厂生产线上的机器人增加了AI视觉，如，打螺丝时能动态调整 作业的位置，决定打 ...

摘要 ： 厦门大学林树海教授与合作者共同推出首个快速、平台无依赖的反向脂质组学质谱AI模型LipidIN，显著提升脂质组鉴定速度 与深度实现跨平台标准化分析。 特别提示 微信机制调整，点击顶部"仪器信息网" → 右上方"…" → 设为 ★ 星标，否则很可能无法看到我们的推送。 基因、蛋白、糖和脂质是生命体构成的四大类重要分子物质。其中，脂质扮演着无可替代的关键角色。它们不仅是细胞 膜的"建筑骨架"与能量的"储备仓库"，更是调控生命活动的"信号使者"。因此，脂质组学能够精准揭示"正在或已经 发生"的生命活动现象，其代谢异常与心脑血管疾病、肿瘤、糖尿病等重大疾病息息相关， 然而，脂质分子的世界充满了精微而复杂的变奏。仅仅是碳链长度、双键位置、极性头基的微小差异，就足以创造出庞 大的分子家族，这种高度的异质性在系统性研究面前构筑了一道难以逾越的技术鸿沟。尽管LC–MS已成为定量脂质组 学的主流技术，但其 在注释准确性、数据库覆盖度、搜库效率以及深度结构解析能力上仍难以满足研究者的解析需求 。 点击免费限量礼盒 在 这 一 背 景 下 ， 厦 门 大 学 林 树 海 团 队 及 合 作 者 近 日 在 Nature ...

明年1月1日起，个人存取现金超过5万元，将不再"一刀切"式被问询。近日，中国人民银行等3部门联合 发布《金融机构客户尽职调查和客户身份资料及交易记录保存管理办法》（以下简称《管理办法》）， 《管理办法》延续了征求意见稿中取消"个人存取现金超5万元需登记资金来源"的规定。 近年来，打击电信网络诈骗工作持续强化，成为维护社会公共安全的重要一环。然而，当防护网越织越 密，部分执行层面的"加码"做法逐渐模糊了服务边界。不久前，一位储户因为取款4万元被要求说明资 金用途并调取银行流水记录，此事经曝光后在网上引发广泛共鸣。 （文章来源：经济日报） 在数字经济时代，银行依托大数据、AI模型和客户画像系统，能够识别异常交易模式，如"小额清空 +大额转出"等典型的涉诈行为。这意味着，风控不再依赖人工盘问，而是靠数据驱动的智能判断。当 金融服务真正回归"服务"本位，也会进一步畅通资金循环，降低社会交易成本。多方共赢，何乐而不 为？ 根据《管理办法》，取款时，银行不再"一刀切"地询问所有人，而是根据风险状况来决定是否要"多问 几句"：出现较高洗钱风险时，银行强化调查，了解资金来源和用途；对于低风险情形，则采取简化措 施。《管理办法 ...

Group 1: Industry Overview - The computer industry index increased by 18.54% from January 1, 2025, to November 28, 2025, outperforming the CSI 300 index by 3.50 percentage points [3][17] - In the first three quarters of 2025, the computer industry generated revenue of 935.84 billion yuan, a year-on-year increase of 9.14%, while net profit attributable to shareholders was 23.14 billion yuan, up 31.95% year-on-year [3][24] - The third quarter of 2025 saw revenue of 324.49 billion yuan, a 4.75% year-on-year growth, with net profit increasing by 23.30% to 10.26 billion yuan [3][24] Group 2: AI Computing Power - AI computing power demand is driving growth in the global data center market, which is expected to reach 652.01 billion dollars by 2030, growing at a CAGR of 8.53% from 2018 [35] - China's data center market is projected to grow from 68.01 billion yuan in 2018 to 261.33 billion yuan by 2024, with a CAGR of 25.15% [35] - The introduction of supernode technology is expected to break through computing power bottlenecks, enhancing efficiency and scalability in AI applications [62][66] Group 3: AI Models - Global large model iterations are accelerating, with domestic manufacturers focusing on open-source models to narrow the gap with overseas closed-source models [69] - Domestic open-source models are gaining traction, with eight out of the top ten in the global open-source model intelligence index being Chinese [73][76] - The performance gap between domestic open-source models and international top-tier closed-source models is narrowing, with domestic models offering better cost-performance ratios [76] Group 4: AI Applications - AI applications are transitioning towards intelligent agents, with major internet companies accelerating the commercialization of C-end applications [82] - Alibaba's Qwen App, based on open-source models, aims to become a comprehensive AI life portal, achieving over 10 million downloads shortly after launch [83] - The development of AI agents is expected to enhance user engagement and create a complete AI business ecosystem [83] Group 5: Investment Strategy - The report suggests focusing on opportunities in AI applications and self-control developments for 2026, with a positive outlook on the AI computing power sector [84][85] - Continuous growth in capital expenditure from major cloud computing firms supports the high prosperity of the AI computing power industry [84] - The competition in the global large model field is intensifying, which is likely to drive technological innovation and accelerate application deployment [84]