麦科米克曾在高盛集团担任高级管理职务长达 16 年，且于特朗普首次执政期间，出任过美国副国家安 全顾问一职。 责任编辑：郭明煜 元宇宙平台公司（META）于周一宣布，任命迪娜・鲍威尔・麦科米克为公司总裁兼副董事长。数周 前，这位曾担任美国前总统唐纳德・特朗普高级顾问的人士刚从该社交媒体企业的董事会辞职。 麦科米克曾在高盛集团担任高级管理职务长达 16 年，且于特朗普首次执政期间，出任过美国副国家安 全顾问一职。 责任编辑：郭明煜 元宇宙平台公司（META）于周一宣布，任命迪娜・鲍威尔・麦科米克为公司总裁兼副董事长。数周 前，这位曾担任美国前总统唐纳德・特朗普高级顾问的人士刚从该社交媒体企业的董事会辞职。 ...

全国"2025年元宇宙典型案例"公布 南京多个案例入选 近日，工信部科技司、教育部科学技术与信息化司、文旅部科技教育司、国家广播电视总局科技司联合公布"2025年元宇宙典型案例"入选名单。 南京这些案例入选 典型产品案例 南京洛普股份有限公司的"面向沉浸式元宇宙文旅场景的LED显示系统研发与创新应用" 南京硅基智能科技集团股份有限公司的"AIGC数字人智能交互平台赋能多行业的元宇宙交互新范式" 纵深视觉科技（南京）有限责任公司的"助力矿山行业沉浸式远程操控的光场裸眼3D显示系统" 3D动漫制作工具链研发与服务文化和旅游部技术创新中心（江苏原力数字科技股份有限公司）的"运河奇境_VR大空间沉浸式体验探索展" 南京一粹信息科技有限公司的"AI驱动元宇宙数字化视觉内容生成系统Artgo" 典型园区案例 南京江宁(大学)科教创新园有限公司的"南京江宁高新技术产业开发区元宇宙产业典型园区" 此前，南京曾出台《南京市加快发展元宇宙产业行动计划（2023-2025年）》等政策文件，将元宇宙作为重点产业链主动布局和打造，并打造了元宇宙先 导区、成立了元宇宙产业联盟和元宇宙产业协会，并举办了多场元宇宙产业发展大会，聚力营造元宇 ...

Core Viewpoint - The article discusses the recent issuance of guidelines by four government departments in China aimed at strengthening the planning and investment direction of government investment funds, marking a significant step in defining the future of these funds, which are crucial for supporting emerging and future industries [2][3]. Group 1: Government Investment Fund Guidelines - The guidelines, titled "Work Method for Strengthening the Layout Planning and Investment Direction of Government Investment Funds (Trial)," were jointly released by the National Development and Reform Commission, Ministry of Finance, Ministry of Science and Technology, and Ministry of Industry and Information Technology [3]. - The guidelines focus on three main aspects: where to invest, how to invest, and who manages the funds, proposing 14 policy measures to optimize fund allocation [3]. - Funds are required to support major strategies and key areas, particularly in sectors where market resources are inadequately allocated, emphasizing early, small, long-term investments in hard technology [3][5]. Group 2: Investment Direction and Evaluation - The investment direction must align with national major plans and encourage industries listed in the national industrial catalog, avoiding investments in restricted or eliminated sectors [4]. - Local development and reform departments are tasked with creating lists of key investment areas to optimize fund allocation based on regional characteristics [5]. - The guidelines also clarify the roles of national and local funds, with national funds focusing on supporting the modernization of the industrial system and overcoming key technological challenges [6]. Group 3: Evaluation Management Method - The "Management Method for Evaluating Investment Direction of Government Investment Funds (Trial)" was also released, establishing a comprehensive evaluation system that combines quantitative and qualitative assessments [6]. - The evaluation includes three primary indicators: policy compliance (60% weight), optimization of productivity layout (30% weight), and policy execution capability (10% weight) [6][7]. - The evaluation aims to ensure that funds effectively support new productive forces, technological innovation, and the development of the digital economy, among other areas [8].

事关政府投资基金，四部门重磅发文。 1月12日，国家发展改革委等四部门联合印发《关于加强政府投资基金布局规划和投向指导的工作办法(试行)》（以下简称《工作办法》）。同时，国家 发展改革委也同步出台了《政府投资基金投向评价管理办法（试行）》（以下简称《管理办法》）的通知。 其中提到，主要考察基金投向是否符合支持新质生产力发展，支持的投向领域包括：培育新兴产业、未来产业。新兴产业主要包括新一代信息技术、新能 源、新材料、高端装备、新能源汽车、绿色环保、民用航空和船舶与海洋工程装备等领域；未来产业主要包括元宇宙、脑机接口、量子信息、人形机器 人、生成式人工智能、生物制造、生物育种、未来显示、未来网络、新型储能等领域。 四部门重磅发布 1月12日，国家发展改革委、财政部、科技部、工业和信息化部联合发布《关于加强政府投资基金布局规划和投向指导的工作办法》（以下简称《工作办 法》）。国家发展改革委相关负责人表示，这是首次在国家层面对政府投资基金的布局和投向作出系统规范。 据央视新闻，《工作办法》围绕政府投资基金"投向哪、怎么投、谁来管"三方面，提出14项政策举措。 在优化基金布局方面，要求基金支持重大战略、重点领域和市场 ...

Core Viewpoint - Meta's acquisition of AI company Manus for approximately $2 billion marks a significant and rapid transaction in the tech industry, raising questions about the valuation and the strategic necessity behind the deal [1][3][9]. Group 1: Acquisition Details - The acquisition was finalized in just a few weeks, making it Meta's third-largest acquisition after WhatsApp and Scale AI [1]. - Manus, which transitioned to the AI sector less than three years ago, has generated $125 million in revenue within a year of launching its first product [8][9]. - The deal has sparked considerable interest and debate within the tech community, especially given Manus's recent move from Wuhan to Singapore [1][2]. Group 2: Meta's Perspective - Meta has faced challenges in maintaining market confidence, particularly after the perceived failure of its metaverse initiatives, despite current revenue growth [5][7]. - The company has been criticized for its high capital expenditures in AI, which have led to downgrades from several financial institutions [5][7]. - The acquisition of Manus is seen as a potential solution to restore investor confidence and provide new growth opportunities across various sectors, including social media and enterprise services [9][18]. Group 3: Manus's Perspective - Manus, while effective, has limitations in efficiency and integration into existing workflows, which could hinder its long-term success without the backing of a larger entity like Meta [11][12]. - The AI agent market is crowded with subpar products, making Manus's established revenue and operational capabilities particularly valuable [15][16]. - The partnership with Meta could enhance Manus's market presence and allow it to leverage Meta's resources for further growth [16][17]. Group 4: Regulatory Considerations - The Chinese Ministry of Commerce announced an evaluation of the acquisition concerning export controls and compliance with legal regulations, adding uncertainty to the deal [2][17]. - The potential for delays in the transaction due to regulatory scrutiny could impact both companies' strategic timelines in the rapidly evolving AI landscape [17][18].

全国"2025年元宇宙典型案例"公布，我市多个案例入选 2025年元宇宙，很南京！ 南报网讯（记者 张甜甜） 新年伊始，工信部科技司、教育部科学技术与信息化司、文化和旅游部科技 教育司、国家广播电视总局科技司联合公布"2025年元宇宙典型案例"入选名单，南京多个案例在列。 其中，南京洛普股份有限公司的"面向沉浸式元宇宙文旅场景的LED显示系统研发与创新应用"、南京硅 基智能科技集团股份有限公司的"AIGC 数字人智能交互平台赋能多行业的元宇宙交互新范式"、纵深视 觉科技（南京）有限责任公司的"助力矿山行业沉浸式远程操控的光场裸眼3D显示系统"、3D动漫制作 工具链研发与服务文化和旅游部技术创新中心（筹）（江苏原力数字科技股份有限公司）的"运河奇境 ——VR大空间沉浸式体验探索展"、南京一粹信息科技有限公司的"AI 驱动元宇宙数字化视觉内容生成 系统Artgo"等入选典型产品案例，南京江宁（大学）科教创新园有限公司的"南京江宁高新技术产业开 发区元宇宙产业典型园区"入选典型园区案例。 此前，我市曾出台《南京市加快发展元宇宙产业行动计划（2023—2025年）》等政策文件，将元宇宙作 为重点产业链主动布局和打造， ...

Core Viewpoint - Michael Burry, a well-known investor, is currently shorting Oracle Corporation while avoiding shorting large tech companies with business operations extending beyond artificial intelligence, such as Meta, Alphabet, and Microsoft [1] Group 1: Shorting Strategy - Burry emphasizes that shorting Meta would equate to shorting its dominance in social media and advertising [1] - Shorting Alphabet would mean betting against Google's various services, including search, Android, and Waymo [1] - Shorting Microsoft would involve betting against its position as a global leader in office productivity software as a service [1] Group 2: Business Stability - Despite potential spending cuts and losses due to overcapacity, Burry believes that the core business positions of Meta, Alphabet, and Microsoft will remain strong [1] - He asserts that these companies are unlikely to decline significantly in their respective markets [1]

证券代码：600308 股票简称：华泰股份 编号：2026-001 山东华泰纸业股份有限公司 关于全资子公司AR数字车间入选国家工信部 2025年元宇宙典型案例的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担法律责任。 2026年1月9日 近日，国家工业和信息化部科技司发布了《"2025年元宇宙典型案例"入选案例名单》，公司全资子公司 瞬捷数字科技（山东）有限公司（以下简称"瞬捷数字科技"）申报的"AR数字车间"项目成功入选工业 和信息化部2025年元宇宙典型案例（行业应用类），成为造纸行业数字化转型领域的标杆案例之一。本 次入选是国家主管部门对瞬捷数字科技在元宇宙技术与工业制造融合应用领域创新能力的权威认可，也 体现了公司在造纸主业数字化、智能化转型过程中的技术积淀与实践成果。 瞬捷数字科技"AR数字车间"项目融合AR增强现实、数字孪生、工业互联网等技术，打通造纸生产环节 的QCS（质量控制系统）、MES（制造执行系统）、ERP（企业资源计划）等核心业务系统，将生产数 据、设备状态、工艺参数等信息通过AR标签可视化呈现，实现生产 ...

Core Viewpoint - MiniMax, an AI company backed by miHoYo, successfully went public in Hong Kong, marking a significant milestone for miHoYo as its first listed company, while another investment, Suplay, has also submitted its listing application [2][3]. Group 1: MiniMax's IPO - MiniMax's stock price surged by 109.09% on its first trading day, closing at 345 HKD per share, with a market capitalization of 1,054 billion HKD [3]. - The public offering of MiniMax was met with overwhelming demand, achieving 1,837 times oversubscription, while the international offering saw 37 times oversubscription [3]. - MiniMax attracted 14 cornerstone investors, including Aspex, Eastspring, Mirae Asset, ADIA, Alibaba, and E Fund, with a total subscription amount of 350 million USD (approximately 2.723 billion HKD) [3]. Group 2: miHoYo's Investment Strategy - miHoYo invested in MiniMax in 2022, becoming one of its earliest investors and holding a 7.05% stake prior to the IPO [4]. - The company has diversified its investments beyond gaming, including sectors like AI and frontier technologies, indicating a strategic shift towards broader opportunities [4][8]. - miHoYo's financial success from its games, particularly "Genshin Impact," has provided it with substantial cash reserves to pursue investments [7]. Group 3: Suplay's Development - Suplay, another company invested in by miHoYo, has recently initiated its listing process in Hong Kong, having rapidly developed since its establishment in late 2019 [5]. - Suplay has gained traction in the card game sector and has successfully launched popular products based on miHoYo's IPs, ranking among the best-selling toys on platforms like Douyin and Tmall [5]. Group 4: Industry Insights - Analysts note that miHoYo's shift towards investment reflects a maturation of the company, allowing it to explore new avenues for growth beyond its core gaming business [6]. - The trend of gaming companies engaging in investments is not unique to miHoYo, as other major firms like Tencent have also pursued similar strategies to foster growth [6]. - The potential for investment to serve as a secondary growth avenue for miHoYo is acknowledged, although there are concerns about maintaining focus on its primary gaming operations [9].

从颠覆者到追赶者，数字音乐先驱Napster再次站在了命运的路口。 1月2日，Napster突然宣布关闭流媒体服务，全面转型A。当天，官网的流媒体服务中断，随后弹出的页面显示："Napster不再的一个音乐流媒体服务，我 们已经转型为一个用于以全新方式创作和体验音乐的AI平台。" 那么，一个曾经亲手撬开数字音乐时代大门的品牌，为何最终选择亲自关闭流媒体服务？这一次，Napster是在主动拥抱未来，还是又一次被风口裹挟， 重复一场26年前的命运循环？ Napster这次变成了什么？ 再次点开当前版本的Napster官网，很难再将它与一个传统音乐流媒体平台简单等同。 产品形态上，Napster已完成一次相当彻底的重构，彻底放弃了传统人类曲库，而是转向以AI音乐创作聆听、有声书、虚拟陪伴、购物为核心的综合性数 字内容平台。 在首页最显眼的位置，Napster展示的是多组风格化的虚拟AI艺人，用户根据喜欢的音乐风格（如另类、布鲁斯、乡村、Hip-Hop、摇滚等）可以关注虚拟 艺术家动态、与其进行语音对话，甚至直接与其展开文本+语音对话式音乐创作。 用户只需输入提示词，即可在AI角色的引导下生成一首完整作品，创作结果会 ...