辛顿 凤凰网科技讯北京时间12月29日，据《商业内幕》报道，被誉为"AI教父"的计算机科学家杰弗里.辛顿 (Geoffrey Hinton)认为，2026年，AI将取代大量工作岗位。 毕马威首席经济学家黛安.斯旺克(Diane Swonk)上周撰文指出，"经济增长与劳动力市场表现已经出现脱 钩"。 辛顿将这场AI变革比作工业革命。工业革命使人类体力在大多数工作中变得不再那么重要，而AI将对 人类智力产生类似的冲击。 他还表示，随着AI发展速度超出预期，他对这项技术的忧虑"与日俱增"，尤其是AI在推理能力以及骗人 能力方面的提升。 "如果它认为你在试图摆脱它，它就会制定欺骗计划来阻止你这样做。"辛顿表示。 无就业增长的繁荣 经济学家预测，2026年可能出现一场"无就业增长的繁荣"(jobless boom)：企业将依靠AI提升生产率，却 不会相应扩大用工规模。 辛顿在周日播出的CNN节目《国情咨文》中表示，AI将在2026年具备"取代非常、非常多工作岗位的能 力"。 "我们将目睹AI变得更为强大，它目前已经很厉害了，"辛顿称，"它现在已经能够取代呼叫中心的工 作，但接下来还将能够取代许多其他岗位。" 辛顿指出， ...

Group 1 - The global AI competition is intensifying, leading countries to seek new energy sources like wind, nuclear, and solar power, but outdated grid infrastructure is becoming a bottleneck for electricity distribution [1] - Global electricity production investment has surged nearly 70% over the past decade, reaching $1 trillion annually, while annual grid construction spending has only increased to $400 billion [1] - In the UK, the aging grid infrastructure distorts the energy market, with significant costs incurred from not utilizing available renewable energy sources [5] Group 2 - The UK is launching a massive grid construction plan, investing approximately $40 billion over the next five years to upgrade its grid, which is expected to increase household electricity costs [2] - Average household electricity expenditure in the UK was nearly $1,500 last year, more than double that of 2008, while the average American household spends about $1,700 [2] - The UK's outdated grid has led to a backlog in connecting new renewable energy projects, with approval processes taking 5 to 10 years, significantly longer than in the past [5][6] Group 3 - The UK's transition to renewable energy has resulted in wind power becoming the largest source of electricity, contributing to one-third of the total generation, but the grid's capacity is insufficient to meet demand [6] - The construction of new transmission lines can take up to 10 years, primarily due to community consultations and obtaining various approvals, which the National Grid aims to reduce by half [7] - In contrast, China is rapidly expanding its power generation capacity, with projections indicating a $560 billion investment in grid projects by 2030, significantly outpacing other regions [9]

AI播客：换个方式听播客 下载mp3 音频由扣子空间生成 周一，白银短暂超越英伟达（NVDA），成为全球市值第二大资产。这一历史性洗牌标志着资本正从科技股向实体大宗商品深度轮换。 白银的加速上涨为贵金属长达一年的涨势画上了阶段性句号。推动这一轮上涨的因素包括各国央行增持贵金属、交易所交易基金（ETF）资金流入，以及美 联储连续三次降息。借贷成本下降对不产生利息的大宗商品构成利好，交易员们预计2026年美联储将进一步降息。 "毫无疑问：我们正在见证白银市场上演一场跨代泡沫，"澳大利亚IG集团市场分析师托尼·西卡莫尔（Tony Sycamore）向彭博新闻社表示，"新建矿山需要长 达10年时间才能投产，而资本正像飞蛾扑火般涌入这场贵金属泡沫，目前根本无法判断泡沫何时会破裂。" 实物供应短缺 推动白银价格上涨的因素有两方面：长期的实物供应短缺和货币需求的复苏。 与主要作为投资品持有的黄金不同，白银年供应量中约50%用于工业应用。太阳能光伏产业的爆发式增长以及汽车行业的电气化进程，已将伦敦和纽约仓库 的白银库存消耗至数十年低点。 颇具讽刺意味的是，正是曾推动英伟达市值突破4万亿美元的人工智能（AI）热潮，加剧了白银的 ...

Group 1: Political Transition - The return of the presidential office to Cheong Wa Dae marks the end of the "Yongsan Era" and symbolizes a significant political transition in South Korea [1] - The completion of the trials related to the "three special investigation laws" is expected to lead to a new political phase in South Korea, allowing for a fresh start [2] Group 2: Economic Measures and Challenges - The current administration under Lee Jae-myung has implemented measures such as issuing "consumption vouchers" to stimulate domestic demand and has increased investments in advanced technology sectors like AI and semiconductors [4] - Despite positive signals from the stock market, with the KOSPI index reaching a historical high of 4226.75, the GDP growth forecast for South Korea remains low at only 1% [4] - The depreciation of the Korean won has created challenges, including rising import costs and pressure on consumer demand, with the won being the worst-performing currency in Asia, depreciating over 8% against the US dollar [5] Group 3: Currency and Investment Strategies - The Korean government is taking measures to stabilize the foreign exchange market, including new tax incentives for repatriating overseas investments and a $65 billion currency swap agreement with the National Pension Service [6] - As of mid-December, the exchange rate of the won has slightly improved, with the dollar trading at 1433.55 won [7] Group 4: Diplomatic Relations - The current administration has shown a proactive stance towards China, with plans for a significant business delegation to visit China, indicating a focus on improving bilateral relations [8] - The US-Korea alliance has been managed effectively, with a recent investment agreement involving $350 billion and favorable trade conditions for South Korea [8] - Upcoming local elections in June 2024 will serve as a critical evaluation of Lee Jae-myung's administration, impacting his governance and the political landscape [9]

Core Viewpoint - The capital market in 2025 has achieved significant breakthroughs, with the Shanghai Composite Index surpassing 4000 points and A-share total market value exceeding 100 trillion yuan, indicating a "slow bull" market characterized by steady growth and improved market quality [3][4]. Group 1: Market Performance - The A-share market has experienced a "slow bull" trend, with the total market value reaching 100 trillion yuan and trading volume exceeding 400 trillion yuan for the first time in a year [3][4]. - Multiple institutions are optimistic about the future market, with Goldman Sachs predicting a 38% increase in the Chinese stock market by the end of 2027, driven by earnings growth and valuation recovery [4]. Group 2: Regulatory Environment - Regulatory authorities have maintained a high-pressure stance against financial fraud, emphasizing a "zero tolerance" policy towards financial misconduct and enhancing the enforcement of regulations [5][6]. - The China Securities Regulatory Commission (CSRC) has taken strict actions against several companies involved in financial fraud, reinforcing a comprehensive accountability system [6]. Group 3: Market Innovations - The "Two Innovation Boards" reform has deepened, with over 50 unprofitable companies successfully listing on the Sci-Tech Innovation Board, indicating a strong capital influx into technology innovation [7]. - The "A+H" listing trend has surged, with 19 A-share companies listed in Hong Kong, raising significant capital and attracting international long-term investors [8]. Group 4: Long-term Capital Inflow - There has been an acceleration in the entry of long-term capital into the market, with public fund holdings reaching a historical high of 3.58 trillion yuan [9]. - Insurance capital has also increased its presence in the top ten shareholders of 633 listed companies, with a total holding value of 651 billion yuan [9]. Group 5: Asset Allocation Trends - A significant shift in asset allocation has been observed, with a seasonal increase of 1.46 trillion yuan in deposits and a rapid growth in ETF scale, which reached over 6 trillion yuan within four months [10]. - The trend of "deposit migration" is particularly evident among high-net-worth individuals, indicating a shift towards equity markets [10]. Group 6: Fund Management Regulations - New regulations aimed at promoting high-quality development in the public fund industry have been introduced, focusing on long-term performance and transparency [11]. - The guidelines emphasize the importance of aligning the interests of fund managers with those of investors, fostering a more professional and transparent industry [11]. Group 7: Debt Market Developments - The resumption of government bond trading has been announced, which is expected to enhance the pricing capabilities of financial institutions and serve as a substitute for interest rate cuts [12]. - This move is part of a broader strategy to improve the bond market and ensure smooth monetary policy transmission [12]. Group 8: Mergers and Acquisitions - The A-share market has seen a continuous wave of mergers and acquisitions, with 4,671 events disclosed by the end of December 2025, supported by favorable policies [13][14]. - The government is expected to further enhance support for mergers and acquisitions in 2026, addressing challenges in valuation and approval processes [14]. Group 9: Market Communication - The concept of "market narrative" has gained prominence, with regulatory bodies emphasizing the importance of clear communication and reputation management in the market [15]. - Efforts to combat misinformation and enhance the overall market environment are underway, aiming to build investor confidence and promote a positive market culture [15].

Core Viewpoint - Copper prices are experiencing significant growth, driven by supply constraints and structural demand changes, with expectations for continued upward momentum into 2026 [1][2]. Group 1: Price Trends and Market Dynamics - Copper prices on the New York Mercantile Exchange (Comex) have increased over 30% this year, reaching a five-month high of $5.90 per pound, while prices on the London Metal Exchange (LME) have surpassed $12,000 per ton, marking a 42% increase year-to-date [1]. - The demand for copper is being fueled by the AI and electric vehicle (EV) sectors, with expectations that copper demand in the energy transition sector will double over the next 20 years [1][2]. Group 2: Supply Constraints - Supply disruptions in Chile, Indonesia, and Peru are contributing to a tightening market, with BloombergNEF predicting a potential global copper shortfall of 19 million pounds over the next 25 years if new mines are not developed and recycling rates do not significantly improve [2]. Group 3: Policy and Market Sentiment - The U.S. government's tariff policy has created market volatility, initially excluding refined copper from a 50% tariff, but concerns are growing over potential expansions of this tariff, which could lead to inventory withdrawals from LME for Comex stockpiling [2]. Group 4: Valuation Signals - The copper-to-gold ratio has fallen to a 50-year low, suggesting potential for valuation recovery as copper prices are expected to stabilize after significant increases in gold prices driven by monetary policy and fiscal concerns [2]. Group 5: Technical Analysis - A long-term bullish trend for copper prices has been established, with prices rebounding from a summer low of $4.38 per pound to $5.91 per pound, supported by upward-sloping moving averages [2][3].

Summary of Fiber Optic Cable Industry Conference Call Industry Overview - The global fiber optic cable market has a profit distribution heavily skewed towards the upstream preform segment, accounting for approximately 70% of profits, while the midstream fiber segment accounts for about 20%, and the downstream cable segment only 10% [1][2] - The industry is highly concentrated, with the top 10-11 companies holding over 90% of the global market share. Key players in China include Yangtze Optical Fibre and Cable, Hengtong, Zhongtian Technology, and FiberHome [1][3] Core Insights and Arguments - The acceleration of AI construction in North America has led to a surge in demand for fiber optic cables, tightening upstream supply and driving prices up. The price of G652D fiber increased by 10%-20% quarter-over-quarter in Q3 [1][4] - Although domestic manufacturers do not directly serve the North American market, the supply-demand imbalance has indirectly affected non-North American markets, resulting in increasing export volumes and prices for domestic manufacturers [1][4][6] - AI development is reshaping the demand structure for fiber optic cables, with increased demand for both single-mode and multi-mode cables within data centers. Despite the higher cost of multi-mode cables, their lower overall system costs make them widely used in short-distance applications [1][5] - The Data Center Interconnect (DCI) market is expected to grow from $1 billion in 2023 to $3 billion by 2028, driven by AI development. Overseas cloud providers are actively building their own fiber networks, while domestic DCI construction is primarily undertaken by operators using leased fiber or self-built equipment [1][9][10] Important but Overlooked Content - The market for specialty fibers, which have higher prices than standard cables, is projected to grow from $2 billion in 2023 to $3 billion by 2028. The Chinese market for specialty fibers is expected to increase from 7.6 billion RMB to 13.1 billion RMB [2][11] - The demand for AI cables within data centers is projected to grow from 6 million core kilometers in 2023 to over 200 million core kilometers by 2027, with North America expected to account for about 60% of this demand [12][13] - By 2027, a significant supply gap is anticipated in China, where domestic manufacturers currently hold 50%-60% of global capacity, with a utilization rate of 90%. Export revenues from Chinese manufacturers have reached 40%-50%, providing pricing flexibility in non-North American markets [2][14] Recommended Companies - The report recommends investing in companies with leading technology and capacity advantages in the upstream segment, including Yangtze Optical Fibre and Cable, Hengtong, Zhongtian Technology, and FiberHome. Emerging suppliers like India's STL are also highlighted as potential beneficiaries of the accelerating global AI construction [7][15]

领克汽车正式进驻阿联酋 领克汽车（Lynk & Co）在迪拜赛车场举行品牌发布活动，正式进驻阿联酋市场。本次发布以沉浸式体验取代传统新车发布，通过赛道试驾、设计展示与社 区互动，集中呈现品牌"个人化、开放、互联"的全球新高端定位。亮点之一为 Lynk & Co 900 全尺寸旗舰 SUV 预览，针对中东高温环境优化性能与空调效 率，彰显品牌未来创新方向。Lynk & Co 进驻阿联酋，不仅提供车辆，更通过体验与社区互动重塑高端出行定义，标志着品牌在中东市场迈出战略性新步 伐。（海湾时报） 中企承建迪拜哈斯彦电站保持高水平运行 随着中企承建的迪拜哈斯彦电站4号机组顺利停机并转入冬季备用，电站圆满完成2025年度发电任务。数据显示，电站全年可用率超过99%，显著高于合同 约定的92%。哈斯彦电站由哈电集团旗下哈尔滨电气国际工程有限公司以 EPC 总承包模式建设，是全球首个实现双燃料满负荷供电的电站，可满足迪拜近 20%的电力需求。自2023年四台机组全部投入商业运行以来，电站整体运行指标持续保持行业领先水平。哈电国际在完成24个月质保期后，还将继续为业主 提供运维咨询服务。（人民网） 阿联酋智能家居快速普及，超5 ...

（来源：中国妇女报） 转自：中国妇女报 三境村利用AI生成专属画作扮靓村落。高峰/ 摄 三境村利用暑期儿童关爱班的契机，专门安排了AI启蒙教育。 高峰/摄 从"想都不敢想"的尖端科技，到"随手就能用"的致富、学习好助手，在广西壮族自治区妇联的定点帮扶 下，三境村以AI为笔，勾勒出一幅数智赋能乡村振兴的生动图景。 破冰：大榕树下的"AI夜校" "这AI真的能帮我辅导娃写作业？""它能帮我把地里的农作物卖个好价钱吗？" □ 中国妇女报全媒体记者 高峰 冬日的暖阳，穿透广西壮族自治区河池市金城江区五圩镇三境村连绵的群山，洒落在新建成的"AI妇女 儿童空间"窗前。在这个壮族聚居的桂西北小山村里，一场关于人工智能（AI）的变革，正悄然在妇女 和孩子们的指尖绽放。 2025年5月，当驻村工作队带着"AI赋能乡村振兴"的构想走进三境村时，村民们充满了好奇和疑问。对 于大多数当地妇女来说，AI是短视频里出现的科幻画面，与现实生活隔着一段距离。 "要让科技下乡，先得让思想'破冰'。"驻村工作队的这一理念，得到了自治区妇联的全力支持。于是， 一场场别开生面的"AI夜校"在村里的凉亭下、大榕树旁，甚至农家小院里拉开了序幕。 没有高 ...

冬日暖阳下，阳光洒在鳞次栉比的厂房上，与去年相比，这里的变化不止于光影，更在于杭集牙刷产业 向智能化高地迈进的坚定步伐。 贴合市场需求 ● 本报记者倪铭娅王丽婧 当AI邂逅牙刷，"中国牙刷之都"杭集正上演产业智变：让产品设计更贴合市场需求，用"火眼金睛"守护 产品品质…… 时隔一年，记者再次来到江苏曙光牙刷厂，行至公司二楼展厅，映入眼帘的依旧是那面铺满产品的展示 墙，凑近细看，与去年不同的是，每款产品设计都更具巧思与新意。 "今年有没有爆款？"面对记者的提问，公司总经理屠新业拿起一款红白蓝三色搭配的牙刷套装展示 道，"这款产品目前在市场上比较受欢迎，各大主流平台都有销售，销量也很可观，算是今年的一个小 爆款。" 产品亮眼的颜值立刻吸引了记者的目光。"它是AI和我们的设计师共同创作的成果。"屠新业介绍，"当 时公司接到一个订单，希望设计一款专门面向校园学生的产品，既好看又好用，还要贴合学生群体的朝 气与活力。" "于是，我们的设计师先把客户需求精准输入AI软件，让AI帮我们捕捉青春动感的调性。"他边说边指着 牙刷上的线条设计，"这些流畅的线条、红白蓝的色彩组合，都是AI给的灵感。" 在AI给出的创意方向上，曙光 ...