特朗普又开始忙于拯救美国了！他一方面积极推动签署《硅和平宣言》，宣称通过人工智能重塑美国制 造业，另一方面又在自己人当中制造纷争，坚决要控制电网的管理权。值得注意的是，这一系列动作可 不是特朗普普通的政策调整，而是他最后一次力挽狂澜的尝试。如果成功了，美国或许能稳固其经济根 基，但若失败，制造业的空心化问题将愈加严重，特朗普的政治生涯也可能因此画上句号。 表面上看这个联盟是团结一致，实际上却各怀鬼胎。特朗普主导的这个联盟名为硅和平，其核心议题围 绕着芯片和人工智能等高科技领域。尽管参与国很多，似乎气氛热烈，但内部早已分成了不同的派系， 各国都有自己的算盘。这个联盟的核心圈子包括美国、日本、韩国、澳大利亚、英国、以色列、新加坡 等7个国家。每个国家都有自己的独特优势，能为美国提供帮助。例如，以色列与美国在高科技领域的 合作深度非同一般，甚至连F-35战斗机的核心电子设备，美国都允许以色列自己进行改装，这种待遇其 他盟友无法享受。 新加坡则凭借自贸港的优势，掌控全球20%的半导体设备市场，掌握着供应链中的关键环节。而联盟中 的外围国家如荷兰、加拿大和阿联酋等，则只是参会国，未正式签约。荷兰尤为谨慎，它有全球最先进 ...

Group 1 - MiniMax and Zhizhu AI are making significant technological advancements as they prepare for their IPOs in Hong Kong, with MiniMax launching the M2.1 text model and Zhizhu AI releasing the GLM-4.7 model, both achieving state-of-the-art performance in various benchmarks [2][3] - The U.S. has adjusted its chip tariff policy towards China, signaling a stable bilateral relationship, which allows domestic chip companies like Moore Threads to focus on building sustainable hardware and software ecosystems [3] - Galaxy General Robotics has completed a record financing round of over $300 million, reaching a valuation of $3 billion, marking a significant milestone in the humanoid robotics industry in China [4] Group 2 - Moore Threads, after its IPO, held its first developer conference to promote its new GPU architecture "Huagang" and announced plans for AI training and high-performance graphics rendering chips [3] - The financing by Galaxy General Robotics emphasizes its focus on practical applications in the fields of unattended pharmacies and industrial manufacturing, with hundreds of pharmacy orders already secured [4] - The overall trend in the AI and chip sectors indicates a shift from product performance to ecosystem development, highlighting the importance of continuous innovation and commercialization potential for companies in these industries [2][3]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 特斯拉在ICCV2025的分享上提出了自动驾驶所面临的 三 大核心挑战 ： 围绕这三大难题，近期学术界和工业探讨了很多可能的解决方法。今天自动驾驶之心很荣幸邀请到香港大学计算与数据科学学院 博士后研究 员 - 刘哲 以及香港大学计算与数据科学学院 研究助理 - 杨振亚 ，和大家一起探讨 「特斯拉端到端架构在实际部署中三大核心挑战及解决方 案」 ，主要内容如下： 今晚七点半，锁定自动驾驶之心直播间！ 论文标题：UniLION: Towards Unified Autonomous Driving Model with Linear Group RNNs 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>直播和内容获取转到 → 自动驾驶之心知识星球 点击按钮预约直播 论文标题：DrivePI: Spatial-aware 4D MLLM for Unified Autonomous Driving Understanding, Perception, Prediction and Planning 论文标题：GenieDrive: Towards Physi ...

Core Viewpoint - The article discusses the upcoming AlphaGoal Prediction Cup, an AI competition organized by Lenovo, where Chinese large models will compete in predicting football match outcomes, marking a significant shift from traditional AI applications to real-world engagement [4][25][34]. Group 1: Event Overview - The AlphaGoal Prediction Cup will feature eight major Chinese AI models competing against each other and against AI agents created by fans and developers [6][10]. - This event is described as a historic first for public participation in AI predictions, potentially transforming the experience of football from mere observation to active involvement [8][27]. Group 2: Participating Models - The eight participating models include notable players such as Baidu's Wenxin Yiyan, Tencent's Hunyuan, and SenseTime, each with unique strengths in data processing and prediction capabilities [14][15]. - The competition aims to challenge these models to predict match outcomes using a variety of data points, including player statistics, historical match data, and even social media sentiment [22][17]. Group 3: Significance of the Event - The AlphaGoal Prediction Cup is positioned as a pivotal moment for AI, moving beyond traditional testing environments to engage with the complexities of the real world, akin to previous landmark human-AI competitions [29][34]. - The event is expected to demonstrate AI's ability to understand causality and not just correlation, marking a step towards general artificial intelligence [35][34]. Group 4: Lenovo's Role - Lenovo, as the organizer and official technology partner of FIFA, is facilitating this competition to connect AI models with real-world applications, positioning itself as an ecosystem organizer rather than just a hardware provider [38][39]. - The Lenovo Tianxi AI platform, with over 280 million monthly active users, serves as a crucial interface for these AI models to reach and engage with a broad audience [40][41].

中国科学技术协会与中央广播电视总台倾情打造的中国科学家纪实访谈节目《回家》，今日跟随人 工智能研究专家朱松纯重返湖北鄂州故土，探寻他少年时浸润赤壁文脉、从乡村学子逆袭为国际AI领 军者的成长轨迹；走进北京通用人工智能研究院，见证"以中国之思想，创世界之科技"的理想落地实 景，近距离感受智能体"通通"在因果认知领域的技术突破，以及研究院深耕前沿的学术追求。 从1992年远赴哈佛追寻AI梦想，到执掌加州大学洛杉矶分校（UCLA）千万美金级顶尖实验室、斩 获国际AI领域最高荣誉马尔奖，再到2020年冲破重重阻碍毅然归国，朱松纯的人生轨迹和祖国的AI发 展紧紧地联系在一起。 ...

5. 生成式AI效率悖论：裁员推动的生产力提升，会否加剧非农就业数据压力； 6. 网络平台选择：Meta等公司在利润率与竞争辩论中最具投资价值； 7. 周期性产业反转：住房、商业房地产、类比芯片或汽车产业会否触底； 格隆汇12月26日｜高盛顶尖交易员Peter Callahan指出，纳斯达克100指数今年累计上涨超20%，半导体 与网络基础设施族群以绝对优势领先，而电信、支付软件表现落后。展望2026年，纳斯达克100回报虽 稳健，但更倾向上半年兑现，因AI支出疑虑反而创造低预期机会。Callahan预期，2026年科技股走势将 由以下十大关键议题主导： 1. AI辩论转向：焦点是否从算力转向物理AI(机器人、自动驾驶)，监理与报酬率(ROIC)如何演变； 2. 软件产业估值修复：席位定价模式终结、智能体崛起、大模型(LLM)商品化竞争等悬顶之剑如何化 解； 3. 苹果战略定位：是防御型成长股还是AI叙事载体，折叠屏手机能否催化成长； 4. 大宗商品超级周期：DRAM、存储器芯片及金银铜涨价潮中，谁有能力消化成本压力； 8. 硬件股领涨条件：毛利率与支出可见性辩论会否压制半导体行情； 9. LLM发展路径：通 ...

作者 ：Ivan Zhao，Notion的联合创始人兼首席执行官。 导语：每个时代都由其标志性的奇迹材料所塑造。钢铁铸就了镀金时代，半导体开启了数字时代。如 今，人工智能（AI）以"无限智能"（Infinite Minds）的姿态登场。历史的经验告诉我们：驾驭时代材 料者，方能定义时代。 左图：少年时期的安德鲁 ·卡内基与弟弟； 右图：镀金时代的匹兹堡钢铁厂 19 世纪 50 年代，少年安德鲁·卡内基曾奔跑在匹兹堡泥泞的街道上，以电报员的身份谋生。彼 时，六成美国人以务农为生。短短两代人的时间里，卡内基与同时代的先行者们重塑了现代世 界：马车被铁路取代，烛光被电灯照亮，铁器被钢材替代。 自此，人类的工作场景从工厂转向了写字楼。如今，我在旧金山经营一家软件公司，为数百万知 识工作者打造工具。在这座科技产业之城，人人都在谈论通用人工智能，但全球 20 亿白领劳动 者中的绝大多数，尚未切身感受到它的影响。知识工作的未来形态将是怎样的？当永不疲倦的智 能体融入企业组织架构，又会掀起怎样的变革？ 未来之所以难以预测，是因为它总是披着过去的外衣登场。早期的电话通话像电报一样言简意 赅，早期的电影就像录制下来的舞台剧。（这 ...

Group 1 - The core viewpoint of the article emphasizes Shanghai's commitment to strengthening its open-source ecosystem through a comprehensive implementation plan, aiming to establish itself as a leading innovation hub by 2028 [2][3]. - The implementation plan outlines 12 specific measures across five key areas, including foundational capabilities, project cultivation, talent aggregation, cultural promotion, and governance collaboration [3][4]. Group 2 - By 2027, the plan aims to establish a robust open-source system with a complete technical support framework, a well-rounded service system, and a thriving open-source industry, targeting the creation of 1-2 internationally influential open-source communities and the incubation of over 200 quality open-source projects [4]. - The plan includes initiatives to build an international open-source community focused on artificial intelligence, enhancing resources such as pre-trained models and development tools, and supporting the establishment of overseas platforms [4][5]. Group 3 - The measures also focus on constructing an open-source ecosystem service circle, targeting key areas like general artificial intelligence and high-end software, and supporting the development of specialized service platforms for open-source projects [5]. - The plan emphasizes breakthroughs in open-source toolchains, particularly in artificial intelligence compilers and software optimization tools, while promoting the development of compatible interfaces based on domestic chips and models [5]. Group 4 - Concurrently, the government released measures to support the G60 Science and Technology Innovation Corridor, aiming to elevate it to a world-class level and enhance its role as a highland for industrial innovation [7]. - The measures propose financial support for key projects in the new generation of electronic information and aerospace industries, with funding up to 15% of total investment, capped at 50 million yuan for specific initiatives [8][9].

经历了连续三年科技股强劲回报但也伴随着剧烈波动的行情后，随着2026年的临近，华尔街的焦点正从单纯的硬件炒作转向对人工智能投资回报率的 深度审视以及市场广度的持续性。 据高盛顶级科技交易员Peter Callahan发布的最新展望报告，尽管纳斯达克100指数在2025年最终上涨超过20%，但这并非是"轻松躺赢"的一年。 Callahan指出，虽然"Mag 7"在2025年合计贡献了约3.5万亿美元的市值增长，但这一增速相较于2024年的5.4万亿美元和2023年的4.8万亿美元已显现 放缓迹象，且市场内部的分化达到了极高水平，纳斯达克100指数中超过30%的成分股以跌势收官。 高盛交易员Callahan指出，2026年科技股焦点将从硬件炒作转向AI投资回报与市场广度。尽管"Mag7"贡献仍大，但增速放缓、分化加剧。其列出十大 关键问题，涵盖AI支出可持续性、软件估值修复、苹果定位、LLM格局及周期拐点等。 随着投资者日益关注生成式AI（GenAI）在未来12个月能否兑现其高昂的资本支出承诺，市场情绪正在发生微妙转变。Callahan强调，目前的辩论核心 在于AI基础设施支出的路径——例如根据英伟达的数据，到2 ...

具身智能复合机器人最有想象空间的未来在于，它被认为是实现通用人工智能的关键路径。通过在与物 理世界的持续交互中学习、试错和进化，机器人有可能发展出真正的常识、理解和创造力，从一个专用 的工具，蜕变为一个通用的、能够适应我们复杂世界的智能实体。 这条"新征程"已然开启，它不仅是技术的迭代，更是一场关于生产方式、社会形态乃至人类自身定义的 深刻变革。 7.1.1具身智能复合机器人的演进路径与核心驱动力 具身智能复合机器人产业的未来展望，可以将其视为一场通向真正智能"行动实体"的新征程。下图清晰 地勾勒出了这场征程的演进路径与核心驱动力，这条演进路径的背后，是由技术、产业和社会需求共同 驱动的深刻变革。 ...