Core Viewpoint - The recently released "Shandong Province Artificial Intelligence Terminal Innovation Development Action Plan" emphasizes the development of smart home appliances and the integration of advanced technologies in the industry [1] Group 1: Smart Home Appliances - The plan supports industry enterprises to focus on leading home appliances such as televisions, refrigerators, and air conditioners, while actively developing embodied intelligent products like home service robots [1] - It aims to enhance core functionalities such as complex environmental perception, dynamic scene adaptation, intelligent decision-making control, and voice emotional interaction through deep integration with large model technology [1] Group 2: Industry Transformation - The initiative seeks to accelerate the transition of products from standalone functionalities to internet-connected devices and from single scenarios to a comprehensive ecological model [1] - It aims to strengthen the supply capacity of diversified whole-home smart solutions, using large home appliances as foundational support and emerging terminals as smart hubs [1]

人民财讯12月19日电，《山东省人工智能终端创新发展行动方案》近日发布，其中提出，智能家电方 面，依托青岛国家级智能家电先进制造业集群，支持行业企业以电视机、冰箱、空调等优势家电为主 导，积极布局家庭服务机器人等具身智能产品，深度融合大模型技术，提升产品复杂环境感知、动态场 景适配、智能决策控制、语音情感交互等核心功能。以大型家电为基础支撑、新兴终端为智慧枢纽，加 速推动产品从功能单品向互联网器升级、从单一场景向全域生态模式跨越，增强多元化全屋智能解决方 案供给能力。 ...

2026年，关键产业要素供给将实现质效双升。算力方面，算力结构持续调整，智能算力占比有望突破 35%，国产芯片在部分场景实现规模化应用，软硬件协同生态逐步成型，"东数西算"工程推动全国算力 资源协同调度。数据方面，数据要素质量与开放度同步提升，高质量中文语料与行业数据集建设提速， 跨领域数据共享机制逐步健全，为模型训练与应用创新奠定坚实的数据基础。 2026年，人工智能产业应用的渗透深度与融合广度将进一步拓展。应用链条上，技术从前端服务环节加 速向研发、生产等核心领域延伸，全流程智能化重构成为传统产业升级的核心路径。物理世界融合持续 深化，具身智能突破虚拟边界在实体场景实现规模化落地，与智能驾驶、XR等领域形成协同发展态 势。生态协同格局加速成型，互联网巨头的平台生态与初创企业的垂类应用形成互补，数据共享与跨行 业协作机制不断完善，推动技术红利从金融、制造等重点领域向千行百业扩散。 （文章来源：新华财经） 新华财经北京12月18日电（记者刘旭阳李唐宁）中国电子信息产业发展研究院（以下简称"赛迪研究 院"）18日发布《2026年我国人工智能产业发展形势展望》，预计2026年我国算力结构持续调整，智能 算力占比有 ...

报告导读： OpenAI 于其成立十周年之际发布 GPT-5.2 系列模型，在抽象推理、专业知 识工作、代码生成及长上下文理解等维度实现全面突破，重新定义了 AI 辅助生产力的边 界，标志着大模型技术从"能力展示"迈向"价值创造"的关键转折。 投资建议： GPT-5.2 系列的发布，标志着大模型能力从技术演示迈入规模化经济生产的新阶段。其在抽象推理与复杂知识工作上达到人类专家水准，证实了 AI 在高端专业领域创造经济价值的潜力。这将推动产业竞争焦点加速从底层模型向具体的场景应用、企业服务及人机协同工作流等落地环节转移。 GPT-5.2 在核心推理与专业工作任务上实现历史性跨越，首次在综合评估中达到人类专家水平。 12 月 12 日， OpenAI 于十周年之际正式发布 GPT-5.2 系列模型，该系列包含 Instant 、 Thinking 与 Pro 三个版本，旨在应对不同复杂度的任务需求。在被誉为" AI 界图灵测试"的 ARC-AGI-2 测试中，其获得 52.9% 的分数，较 GPT-5.1 的 17.6% 提升近三倍，抽象推理能力追平近期发布的 Gemini 3 。更具突破性意义的是其在 GDPv ...

下跌方面，巴西ETF跌超3%，航天相关ETF跌约1%。 | 代码 | 名称 | 现价 | 涨跌幅 | 促 | | --- | --- | --- | --- | --- | | 159100.SZ^ | 巴西ETF | 0.98 | -3.73% | | | 520870.SH | 巴西ETF | | 0.972 -3.38% | | | 563380.SH | 航空航天ETF | | 1.021 -1.35% | | | 159230.SZ | 通用航空ETF基金 | | 1.123 -1.32% | | | 513350.SH | 标普油气ETF | | 0.933 -1.27% | | | 159392.SZ | 航空ETF | | 1.099 -0.99% | | | 159283.SZ | 通用航空ETF南方 | 0.999 | -0.99% | | | 159378.SZ | 通用航空ETF | 1.214 -0.98% | | --- | --- | --- | | 561660.SH | 通用航空ETF基金 | 1.065 -0.93% | | 159255.SZ 通用航空ETF易方达 1.0 ...

Core Insights - The software ETF (515230) has risen over 1.4%, driven by the demand for computing power due to advancements in large model technology [1] - OpenAI's release of the GPT-5.2 series marks a shift in large model competition from parameter scale to ecological differentiation, with OpenAI, Google, and Anthropic each excelling in different areas [1] - The enhancement of reasoning capabilities and professional knowledge work is expected to benefit enterprise applications, transitioning AI from high-dimensional search engines to autonomous execution [1] Industry Trends - The recent intensive releases from Google and OpenAI indicate that the capabilities of large models have not yet reached their peak, leading to a continuous increase in training and reasoning computing power demand, which is favorable for the computing sector [1] - The importance of proprietary data in the industry is rising, as general models address "how to think," while enterprise data determines "what to think" [1] - Enterprise-level AI applications face cost challenges, with the high pricing of GPT-5.2 Pro potentially limiting widespread adoption, but the capability improvements are expected to drive the industry from simple RAG Q&A to complex business process execution [1] ETF Overview - The software ETF (515230) tracks the software index (H30202), which selects listed company securities involved in software development, sales, and services, covering various sub-sectors such as operating systems, application software, and cybersecurity [1] - This index exhibits significant growth and innovation characteristics, effectively reflecting the market dynamics and technological development trends within the software industry [1]

作为人工智能领域的前沿突破，大模型技术能够通过对海量数据进行训练、依托深度神经网络架构，实 现对跨模态信息的理解、生成与推理，展现出强大的知识迁移与场景适应能力。近年来，该项技术在千 行百业的应用呈现爆发式增长。 联合国数据马拉松中国赛在杭州闭幕 共探可持续发展新路径 中新网杭州12月16日电(蓝伊旎)12月16日，2025联合国数据马拉松中国赛决赛暨闭幕式在杭州举行。本 届比赛以"大模型技术助力可持续发展"为主题，汇聚人工智能、数据科学及社会科学等多领域创新力 量，共同探索以数字技术破解全球发展难题的新路径。 编辑：姜莹 广告等商务合作，请点击这里 活动现场。 国家统计局浙江调查总队 供图 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 决赛现场，一批具有实践价值的创新成果展开激烈角逐，涵盖智慧农业、环境治理、公共健康、低碳监 测等多个方向。 例如，"农业样方作物AI识别与统计"项目致力于提升农业监测效率，"基于电力大数据的企业碳排放动 态追踪及调 ...

2025年，在多个政策的持续释放与技术革命深度渗透的双重驱动下，中国智慧物流行业规模预计达到 9655亿元，其发展的核心逻辑也从过去追求规模扩张的"量变"，加速转向聚焦于全链路优化的"质变"。 人工智能，尤其是大模型技术在多个应用场景的突破，使其真正渗透到物流运营的"毛细血管"中，驱动 行业从"单点智能"向"全局智能"演进，甚至试探性地迈向"自主决策"。 与此同时，技术上呈现出鲜明的"双轨制"特征：一端是面向广大中小网点的低成本、轻量化"普惠"自动 化；另一端是大型枢纽对超高速、超智能的极致追求。除此之外，竞争的维度被极大地拓宽，加速出海 布局寻求更广阔的市场、持续绿色低碳转型共同构成了企业构筑未来核心壁垒的关键。 AI大模型驱动全链路智能化变革 图：AI制作 处在"十四五"规划的收官之年，中国智慧物流行业正经历一场由内而外的深刻质变。 生质变。 2025年，人工智能尤其是大模型技术，真正开始渗透到物流运营的毛细血管，成为驱动行业效率再次飞 跃的核心引擎，其应用特征正从"单点智能"向"全局智能"演进，目标也从"辅助决策"向"自主决策"试 探。 中商产业研究院发布的《2025-2030年中国智慧物流市场调查与行 ...

Core Insights - The rapid development of generative AI and large model technology has led to the large-scale application of digital humans, which are becoming a core vehicle for connecting virtual and real worlds and driving industrial intelligence upgrades [1] - The AI digital human market in China is expected to exceed 80 billion yuan by 2025, with a compound annual growth rate of over 60% [1] - Digital humans can provide standardized services 24/7, significantly reducing labor and operational costs while enhancing user experience through multimodal interaction [1] Company Analysis 1. ZITZO - ZITZO is a leader in real-time interactive digital humans, focusing on AI commercial applications with a mission to support enterprise AI upgrades [2] - The company has served over 300 Fortune 500 and leading industry enterprises, establishing strong barriers in high-security fields such as healthcare and finance [2] - Key advantages include a rapid 0.8-second response time, full-stack private deployment, cost-effective solutions, and deep industry customization capabilities [3] 2. Baidu Xiling Digital Human - Baidu Xiling leverages the Wenxin large model and AI full-stack technology, focusing on finance, government, and media [2] - The platform offers integrated solutions from image generation to intelligent interaction, with strong semantic understanding and multimodal generation capabilities [3] 3. Huawei Cloud MetaStudio Digital Human - Huawei Cloud provides a cloud-based digital human production line, emphasizing high fidelity and low latency in 2D/3D digital human generation [2] - The service supports high concurrency and stable deployment, with industry-standard solutions in government, education, and industrial sectors [3] 4. Tencent Cloud Zhiying Digital Human - Tencent's digital human platform integrates with the WeChat ecosystem, focusing on e-commerce live streaming, media dissemination, and online education [2] - Key features include ecological integration, template-based content creation, and high concurrency support for large-scale live interactions [3] 5. iFLYTEK AI Virtual Human - iFLYTEK focuses on education, customer service, and cultural tourism, providing highly realistic voice interaction and support for multiple dialects [2] - The company is recognized for its leading voice technology and has implemented virtual teacher and smart classroom solutions across numerous schools [3] Vendor Selection Guidelines - Companies should prioritize vendors with self-developed large models, algorithm registration, and full-chain technical capabilities to ensure data security and business autonomy [6] - It is essential to verify the vendor's benchmark cases in target industries, focusing on delivery cycles, user satisfaction, and effectiveness data [5] - Evaluating whether the product covers the entire process from image generation to multi-end deployment and supports deep customization is crucial [6] - Understanding the pricing model and calculating the total cost of ownership (TCO) is necessary to avoid hidden fees [7] Conclusion - Selecting a digital human vendor is essentially choosing a long-term, trustworthy AI strategic partner, focusing on technology safety, business alignment, and transparent costs [8] - ZITZO stands out with its rapid response, full-stack private deployment, deep industry customization, and cost-effective structure, making it a differentiated choice for enterprises with high standards for data security and interaction experience [8]

Core Viewpoint - The article emphasizes the establishment of a digital research platform by CICC, aimed at providing efficient, professional, and accurate research services by integrating insights from over 30 specialized teams and covering more than 1800 individual stocks [1]. Group 1: Research Services - CICC's digital research platform, "CICC Insight," offers a one-stop service that includes research reports, conference activities, fundamental databases, and research frameworks [1]. - The platform utilizes advanced model technology to enhance the research experience for clients [1]. Group 2: Research Content - Daily updates on research focus and timely article selections are provided through the "CICC Morning Report" [4]. - The platform features live broadcasts where senior analysts interpret market hotspots [4]. Group 3: Data and Frameworks - CICC Insight includes over 160 industry research frameworks and more than 40 premium databases, offering comprehensive industry data [10]. - The platform also features an AI search function for efficient information retrieval and analysis [10].