12月5日，ICPC北京总部官网发布华为公司总裁任正非与ICPC主席、教练及获奖选手座谈。任正非在讲 话中谈及青年、人才、教育等相关话题。 任正非在讲话中表示，学校的属性是探索人类的未来，企业的属性是创造商业价值。谈到AI时，他 说，没有网络的算力是信息孤岛。AI重在应用。他鼓励与会人士称，要突破就要敢于迎接挑战，大胆 创新。 ICPC全称为ACM国际大学生程序设计竞赛，是全球计算机领域最具影响力的大学生竞赛之一 ，是曾由 美国计算机协会主办，现由ICPC基金会主办的年度竞赛，旨在展示大学生创新能力、团队精神和在压 力下编写程序、分析和解决问题能力。ICPC已成为检验学生编程能力、算法功底与创新思维的重要平 台。2025年11月，北京大学的"一步之遥"队荣获第50届ICPC亚洲区域赛（上海）冠军；上海交通大学 的"启明星"队获得季军。 以下为座谈全文： 深圳商报 练秋湖畔贝壳图书馆漫谈 ——任正非与ICPC主席、教练及获奖选手座谈会纪要 2025年11月14日上午 Veronika Soboleva：大家早上好！首先，非常感谢任总将ICPC的队伍带到练秋湖这么漂亮的园区，非常 荣幸今天能够来到这里。所有参加的 ...

任正非认为，"以后是算力过剩的，不是想象的算力不足"。 近日，华为创始人任正非在位于上海的华为练秋湖研发中心与ICPC全球优胜者及教练座谈，围绕AI未来、教育本质与青年成长展开对话。 他认为，当前处于快速变动的时代，年轻人放射着青春光芒，是同辈人的榜样，时代的希望寄托在青年人身上。对于青年发展，任正非指出，每个人人生道 路不同，有人"摸高"探索前沿，有人"摸低"扎根基础，都是对社会的贡献。 他格外鼓励有能力的青年："你能摸高，就不要去摸低，就不要走商业化的道路，你总有一天能摸到真理。有一天你爬高爬不上去了，就从'喜马拉雅'往下 走，沿途都可以'生蛋'，你绝对是好汉，从高往低打是容易的"。 如今中国青年的状态，让他看到了希望。"Meta给几个青年人每个人上亿美元的签约金、千万美元的年薪，中国互联网上没有多大的声音波动，为什么？不 羡慕了"，任正非提到，现在"国内一大批创业者，能力非常强。七、八人合作做一个公司，二、三十人合伙，股份全是他们的，做好了想拿多少拿多 少"，"三、五年或者五至十年，中国会发生天翻地覆的进步"。 他还拿小鹏机器人举例，"发布会当场剪开外皮，里面全是'钢铁'"，这种敢闯敢试的劲头，正是未来 ...

所获资金将主要用于建设低噪声超净间、搭建软硬件工程化体系，并加速推进量子计算核心技术的研发与产业化。 天眼查显示，不筹量子实际控制人为李晓鹏，总持股比例为86.59%，表决权为98.57%。目前，李晓鹏担任公司董事、财务负责人。 不筹量子团队主要源自复旦大学中性原子量子计算实验室。当前团队正聚焦于大规模原子量子计算系统的模块化、工程化与集成化，以打造面向容错量子计 算、量子算法应用和量子算力平台的长时稳定底层技术体系。 瑞财经 刘治颖 近日，上海不筹量子科技有限公司（以下简称"不筹量子"）完成数千万人民币的天使轮融资，本轮融资由中科创星领投，复容投资、东方富 海共同参与。 不筹量子成立于2025-08-05，法定代表人为李晓鹏，注册资本为200万元，经营范围包含：量子计算技术服务；计算机软硬件及辅助设备批发；计算机系统 服务等。 ...

Core Points - Huawei's President Ren Zhengfei emphasized the importance of youth, talent, and education during a discussion with ICPC leaders and award-winning participants, highlighting the need for innovation and the application of AI in various fields [1][5][11] - The ICPC (International Collegiate Programming Contest) is recognized as a significant platform for showcasing students' programming skills and innovative thinking [1][6] - Ren discussed the relationship between AI and human society, suggesting that the next 10 to 20 years will be crucial for understanding AI's impact on social structures and human existence [7][10] - The company is focusing on practical applications of AI in industries such as agriculture, mining, and healthcare, aiming to enhance efficiency and safety through advanced technologies [8][10][12] - Ren highlighted the importance of education in fostering talent, stating that a strong educational foundation is essential for a technologically advanced nation [11][12] - The discussion also touched on the need for collaboration between academia and industry to address challenges and improve educational standards globally [11][12][19] Summary by Sections AI and Its Applications - AI is seen as a transformative force in various sectors, with Huawei exploring its applications in areas like mining, healthcare, and autonomous operations [8][10][12] - The company is leveraging AI to enhance operational efficiency, such as optimizing furnace temperatures in steel production and improving safety in mining operations [8][10] Education and Talent Development - Ren emphasized the role of education in nurturing talent, stating that schools should focus on exploring the future while companies should create commercial value [11][12] - The importance of teaching practical skills and fostering innovation in students was highlighted, with a call for educational institutions to adapt to the changing technological landscape [11][12] Collaboration Between Academia and Industry - The need for closer collaboration between educational institutions and industries was discussed, with an emphasis on providing resources and training to improve programming skills in underdeveloped regions [11][12][19] - Ren acknowledged the challenges faced by different regions in achieving educational parity and expressed support for initiatives aimed at enhancing IT education globally [11][12][19] Future Outlook - The discussion pointed towards a future where AI and technology will play a crucial role in societal advancement, with a focus on practical applications rather than theoretical advancements [10][12][24] - Ren expressed optimism about the potential for young people to drive innovation and contribute to societal progress, urging them to embrace challenges and pursue their dreams [11][12][19]

Group 1 - The core viewpoint of the article is that the fierce competition among the three major platforms in the food delivery sector has resulted in significant financial losses, with a combined loss of nearly 80 billion yuan, indicating that there are "no winners" in this battle [1] - Meituan reported its largest loss since going public, Alibaba's operating profit plummeted by 85%, and JD's net profit was halved, highlighting the unsustainable nature of the current growth model driven by heavy subsidies and marketing [1] - Despite the losses, the competition has accelerated user habit formation and expanded instant retail from food delivery to a broader range of categories, with JD's active users surpassing 700 million and Alibaba's growth in various business lines [1] Group 2 - The article reflects on the strategic choices of Chinese tech companies, contrasting their focus on short-term delivery efficiency with the long-term investments made by overseas tech giants in AI and other advanced technologies [2] - While companies like Alibaba and Meituan have made some investments in AI, their overall contributions to foundational technologies and global breakthroughs remain insufficient compared to their spending in the local delivery market [2] - The "ceasefire" in the food delivery war signals a need for rationality, urging Chinese tech firms to redirect resources towards hard technology and innovation that will determine long-term competitiveness [2]

| 名称 | 现价 涨跌 涨跌幅 ▼ 年初至今 | | --- | --- | | 脸书(META PLATFORN 661.530 21.930 3.43% 13.25% | | | 英伟达(NVIDIA) | 183.380 3.800 2.12% 36.59% | | 特斯拉(TESLA) | 454.480 7.740 1.73% 12.54% | | 微软(MICROSOFT) | 480.840 3.110 0.65% 14.92% | | 谷歌(ALPHABET)-C | 318.390 -2.230 -0.70% 67.73% | | 苹果(APPLE) | 280.700 -3.450 -1.21% 12.60% | | 亚马逊(AMAZON) | 229.110 -3.270 -1.41% 4.43% | 小盘股狂欢，题材线索丰富 与大盘股相比，小盘股在近期市场中表现更为抢眼。周四的小盘股狂欢中，与AI数据中心、储能、电 力以及量子计算等概念相关的个股成为领涨主力。例如，新兴云算力供应商CoreWeave冲高8.05%，小 型核反应堆开发商Oklo涨15.59%，储能概念股Fluence ...

天眼查显示，近日，深圳星际量子科技有限公司成立，法定代表人为李承军，注册资本1000万人民币， 由深圳禾苗通信科技有限公司全资持股。 序号股东名称持股比例1深圳禾苗通信科技有限公司100% 经营范围含一般经营项目是：量子计算技术服务；智能机器人的研发；智能机器人销售；工业机器人制 造；工业机器人销售；工业机器人安装、维修；服务消费机器人制造；服务消费机器人销售；特殊作业 机器人制造；工业设计服务；虚拟现实设备制造；可穿戴智能设备销售；可穿戴智能设备制造；人工智 能理论与算法软件开发；人工智能应用软件开发；人工智能基础软件开发；信息系统集成服务；软件开 发；人工智能硬件销售；人工智能通用应用系统；人工智能行业应用系统集成服务；智能控制系统集 成；工业自动控制系统装置销售；工业自动控制系统装置制造；工业控制计算机及系统制造；工业控制 计算机及系统销售；数据处理和存储支持服务；信息技术咨询服务；货物进出口；技术进出口。（除依 法须经批准的项目外，凭营业执照依法自主开展经营活动），许可经营项目是：无 企业名称深圳星际量子科技有限公司法定代表人李承军注册资本1000万人民币国标行业制造业>计算 机、通信和其他电子设备制 ...

Core Insights - The fierce competition among Meituan, Alibaba, and JD Group in the food delivery sector has resulted in a combined loss of nearly 80 billion yuan in the third quarter, highlighting the high cost of the subsidy war [1] - Despite the apparent short-term benefits for consumers, the platforms are facing a challenging situation of simultaneous growth and losses, with significant financial implications [1] Financial Performance - Meituan reported its largest loss since going public, while Alibaba's operating profit plummeted by 85%, and JD's net profit was halved [1] - The three companies invested hundreds of billions in subsidies and marketing to capture market share but failed to achieve sustainable profit growth [1] Market Dynamics - The competition has accelerated user mindset formation and consumption habits, expanding instant retail from food to a broader range of categories [1] - JD's food delivery efforts helped it surpass 700 million annual active users, while Alibaba's initiatives through Taobao Flash and Hema Fresh contributed to business growth [1] Operational Efficiency - Intense competition has forced platforms to optimize operational efficiency and service systems, with Meituan maintaining a lead in high-ticket orders and Alibaba focusing on fulfillment efficiency and user experience [1] - These changes signify a necessary transition from extensive expansion to refined operations within the industry [1] Strategic Reflection - The ongoing investment in food delivery contrasts with global tech giants like Google and Microsoft, which are focusing on AI and cloud computing, indicating a strategic lag in China's tech industry [2] - While Chinese tech giants have made some advancements in AI, their investments in foundational technologies and global breakthroughs remain insufficient compared to their spending in local delivery services [2] Future Challenges - The temporary "ceasefire" in the food delivery war signals a return to rationality, but the real challenge lies in whether Chinese tech companies can convert this rationality into sustained investment in hard technology and frontier innovation [2] - The significance of the food delivery battle should extend beyond market share redistribution to a collective reflection on development models, urging companies to move beyond "traffic competition" to a "technology-driven" approach [2]

Core Insights - Amazon Web Services (AWS) has grown into a $132 billion business, with a year-over-year growth rate accelerating to 20%, adding $22 billion in the past year alone, surpassing the annual revenue of more than half of the Fortune 500 companies [1][1][1] Business Growth - AWS's Amazon S3 continues to grow, with the number of stored objects exceeding 500 trillion and data volume reaching hundreds of exabytes, processing over 200 million requests daily [1][1][1] - In the past year, AWS added 3.8 gigawatts of data center capacity, ranking first globally, and has the largest private network in the world, which grew by 50% in the last 12 months, laying over 9 million kilometers of terrestrial and submarine fiber optic cables [1][1][1] AI and Quantum Computing Developments - AWS's Amazon Bedrock now provides AI inference capabilities to over 100,000 enterprises globally, and the AgentCore SDK has been downloaded over 2 million times since its release [1][1][1] - The company introduced Ocelot, its first quantum computing chip prototype, which has reduced the cost of quantum error correction by over 90% [1][1][1] Infrastructure and Network - AWS boasts the largest and most widely deployed AI cloud infrastructure globally, with a network of data centers covering 38 regions and 120 availability zones, with plans to add three more regions [1][1][1]

Core Insights - The 2026 IEEE Fellow selection list has been announced, recognizing 347 scholars for their outstanding contributions in engineering and technology fields, with over 70 from mainland China and Hong Kong, marking a new high for Chinese representation [1] Group 1: IEEE Fellow Recognition - IEEE Fellow is the highest membership honor awarded by the IEEE, recognizing significant breakthroughs in research, technology leadership, or exceptional engineering contributions [1] - The selection process is rigorous, with an acceptance rate of less than 0.1% of the total membership [1] Group 2: Areas of Contribution - The newly elected fellows' research spans critical fields such as artificial intelligence, integrated circuits, wireless communication, quantum computing, biomedical engineering, renewable energy, and cybersecurity [1] - Their work has not only achieved theoretical breakthroughs but also has had a profound practical impact on industry upgrades and solving major engineering challenges [1] Group 3: Key Technologies - Several elected fellows played core roles in tackling "bottleneck" technologies, including high-performance computing architectures, next-generation mobile communication standards, high-end chip design, and intelligent sensing systems [1]