北京日报客户端消息，12月12日，外交部发言人郭嘉昆主持例行记者会。 法新社记者提问，美方同日本、韩国、澳大利亚等国家就加强稀土供应链签署了协议，并且提出将会同 中方在AI方面展开技术竞争。中方对此有何评论？ 郭嘉昆 资料图。图源：外交部网站 郭嘉昆回应，我们注意到有关报道。各方应该遵守市场经济和公平竞争原则，共同维护全球产供链稳 定。 原标题：美方同日澳等国就加强稀土供应链签署协议，外交部回应 编辑：吴思 责编：吴光亮 审核：吴忠兰 ...

Core Viewpoint - The integration of artificial intelligence (AI) in research activities has led to new forms of academic misconduct, such as paper writing, data fabrication, and implicit plagiarism, posing significant challenges to academic integrity. Group 1: AI Usage in Research - The use of generative AI in research is increasing, with only 7% of authors disclosing its use in submissions, contrasting sharply with surveys indicating over 50% usage among users [2][3] - Instances of "hallucination citations" have been observed, where references are cited that do not exist, with some papers containing up to 10 to 15 such citations [2] Group 2: Editorial Policies and Practices - The journal has implemented a checkbox for authors to declare the use of generative AI, requiring detailed information about the AI model used, its purpose, and its application in the manuscript [1] - Papers with significant undisclosed AI content will be rejected, and institutions may be informed for educational purposes on proper AI usage [3] Group 3: Acceptable and Unacceptable AI Uses - Generative AI is not permitted to replace researchers' work in generating scientific insights, analyzing data, or drawing conclusions [5] - AI can be used to improve grammar and language expression in writing, as well as to summarize existing research [7] Group 4: Challenges and Future Directions - The journal is establishing a research integrity committee to address the impact of generative AI on academic integrity, with a focus on monitoring ongoing cases and adapting to new guidelines [8] - Researchers and editors are advised to treat AI as an auxiliary tool, being cautious of its limitations and potential risks, including the de-skilling of future researchers [9]

走进武清京津产业新城科创先导区，创新活力扑面而来。在天津大学合成生物前沿研究院的实验室里， 10吨级发酵罐正持续运转，持续产出玫瑰醇，空气中浮动着芳香。 据研究人员介绍，团队可以在微生物中重构代谢路径，从而"创造"出具有特定功能的新菌株。今年3 月，研究院成功在酵母菌中构建玫瑰香气物质的合成途径，以微生物发酵方式合成玫瑰醇，推出首批生 物合成香水，为传统香料制备提供了绿色可持续的生物制造新路径。 目前，研究院已获批国家重点实验室，正围绕功能蛋白、生物基材料等多个前沿方向研发布局。"团队 致力于做好技术的'策源地'，探索科研成果赋能产业发展，推动实验室的'微盆景'转化为产业'好风 景'。"该研究院有关负责人说。 海报制作：方金洋 新华社天津12月12日电（记者徐思钰）冬日里，寒意渐浓，天津武清京津产业新城的一处厂房内却是一 派火热。几个疫苗级高标准发酵罐24小时不停运转，包装车间流水线高效作业。记者见到刘瑞峰时，他 刚结束与一位重要客户的电话会议。"企业订单已经排到了明年3月。"他欣喜地说。 刘瑞峰是天津小薇生物科技有限公司的总经理，六年前，他辞去一家乳制品企业的工作，来到武清开发 区创业，专注益生菌的工艺开发 ...

高盛表示，博通第四财季业绩强劲、AI收入大增，但因未上调2026财年全年指引，短期或承压。该行仍坚持"买入"，认为其在定制芯片领域 地位稳固，AI业务增速被低估，预计中长期持续跑赢。订单积压达730亿美元，新客户与大额订单强化增长动能。 尽管博通未能如部分投资者预期那样上调2026财年的全年业绩指引，并在短期内可能面临股价回调压力，但高盛依然重申了对该公司 的"买入"评级。这家华尔街大行认为，博通在定制芯片领域的统治地位正在增强，其AI业务的基本面从未如此稳固。 博通公布了一份表现强劲的第四财季业绩，其营收录得180亿美元，超出市场预期的175亿美元。更为关键的是，公司给出的2026财 年第一季度营收指引达到191亿美元，同样显著高于分析师预期的183亿美元。这一增长主要得益于AI半导体收入的激增，该板块在 第四财季实现了74%的同比增长。 然而，市场对这份财报的反应可能夹杂着失望情绪。高盛分析师James Schneider团队在最新发布的研报中指出，尽管业绩强劲且第 一季度展望乐观，但管理层并未更新或上调其此前发布的2026财年全年AI营收增长指引。考虑到投资者在财报发布前已持乐观看涨的 仓位，且AI业务 ...

经济观察网 12月10日，以"韧性与远见：重塑财富新战略"为主题的2025安联中国财富论坛在上海召 开。 安联经济研究中心(Allianz Research)高级经济学家Michaela Grimm表示，中国已崛起为全球财富增长 的"第二极"。中国全球金融资产份额达15%（较2004年增长五倍），增长贡献率高达19.8%。过去二十 年间，中国的人均实际金融资产购买力增长近10倍，人均金融资产排名从第40位跃升至第31位，增速冠 绝全球，充分体现了国民财富水平的整体提升。 在全球经济格局深刻变革之际，增长动能切换与财富传承模式革新已成为每位个人投资者必须面对的核 心议题。 安联人寿首席合作伙伴业务官脱克坦言，高净值人士的需求图谱已非常清晰：他们要的不再是单一产 品，而是一个以"安全与传承"为核心，能够整合保险、法律、税务及全球资源的综合解决方案。 安联基金副总经理兼首席投资官郑宇尘在分享《中国投资市场分析与展望》报告时指出，2026年的中国 GDP增长目标预计将维持在5%左右，主要得益于强劲的出口和需求的稳定复苏。报告分析认为，当前 的政策环境演变和向好的产业趋势推动了股市牛市，且股票估值隐含的风险溢价处于合理 ...

Core Insights - The global smart glasses market is experiencing significant growth, with a projected shipment of 4.296 million units in Q3 2025, representing a year-on-year increase of 74.1% [1] - The audio and audio-capturing glasses segment is leading the growth with shipments of 2.994 million units, up 287.5% year-on-year, while the AR/VR segment saw a decline of 23.2% with 1.302 million units shipped [1] - Meta dominates the market with a 75.7% share, while Chinese companies like Xiaomi, Thunder, Xreal, and Viture are also gaining traction [1] Market Performance - North America, Western Europe, China, and Asia-Pacific (excluding China and Japan) all achieved over 50% year-on-year growth, with Western Europe leading at 106.5% [1] - In China, smart glasses shipments reached 623,000 units in Q3 2025, a 62.3% increase year-on-year, with audio and audio-capturing glasses shipments at 454,000 units, up 79.2% [1] Product Trends - The Chinese smart glasses market saw a temporary decline after a surge in new product launches, but year-on-year growth remains strong, with 49.5% of products supporting large models [2] - The AR/VR market in China shipped 169,000 units, a 29.4% increase year-on-year, while the AR&ER category is the main growth driver with an 83.4% market share, up 142.3% [2] - The VR&MR market is under pressure, with a 61.2% year-on-year decline in shipments [2] Future Outlook - IDC forecasts that by 2026, China's smart glasses market will reach 4.508 million units, a 77.7% increase, with audio and audio-capturing glasses expected to account for 3.434 million units [2] - The market is expected to see concentrated entry from leading manufacturers, leading to scaled growth and accelerated AI application integration [3] - The focus will shift from AI integration rates to the actual implementation of AI capabilities and user experience optimization [4]

Core Insights - The article discusses the evolution of AI, particularly focusing on spatial intelligence and world modeling as the next phase of artificial general intelligence (AGI) [4][5][7] - It emphasizes the importance of trust in AI systems, which should remain a human responsibility rather than being outsourced to machines [13][15] - The potential applications of world modeling span various fields, including entertainment, design, healthcare, and education, highlighting its transformative capabilities [8][9] Group 1: Spatial Intelligence and World Modeling - Spatial intelligence enhances perception-action loops and cognitive abilities, allowing for a deeper understanding of complex spatial worlds [6][10] - World modeling involves expressing and participating in changes in the state of the world, encompassing language, visual, semantic, spatial, and physical actions [7][8] - The development of world modeling capabilities will grant unprecedented creative freedom, enabling creators to build immersive and interactive environments [8][9] Group 2: Trust and AI Development - Trust in AI is essential and must be cultivated at individual, community, and societal levels, as it cannot be delegated to machines [15] - The establishment of the Stanford Human-Centered AI Institute reflects the need for integrating new norms into society as AI capabilities grow [15] - Entrepreneurs and industry leaders are encouraged to prioritize trust in their product development, recognizing its critical role in user acceptance and engagement [15] Group 3: The Future of AI - AI is viewed as a civilization-level technology that will fundamentally change various sectors, with its integration into everyday life becoming increasingly inevitable [13][14] - The complexity of robotics and the need for embodied intelligence highlight the challenges ahead in achieving advanced AI capabilities [14][15] - The article advocates for a fearless approach to innovation, emphasizing the importance of creativity and courage in navigating the future of technology [16][17]

Core Viewpoint - Broadcom's AI market sales outlook did not meet high investor expectations, leading to a decline in stock price after hours despite a significant backlog of AI product orders totaling $73 billion [1][9]. Group 1: Financial Performance - In fiscal year 2025, Broadcom achieved record total revenue of $64 billion, a 24% year-over-year increase, driven primarily by AI, semiconductor, and VMware businesses [3][26]. - AI business revenue grew by 65% year-over-year, reaching $20 billion, contributing significantly to the overall revenue growth [3][26]. - The fourth quarter saw record revenue of $18 billion, a 28% increase year-over-year, exceeding guidance due to strong performance in AI semiconductors and infrastructure software [9][34]. Group 2: AI Business Outlook - Broadcom currently holds a backlog of $73 billion in AI-related orders, expected to be fulfilled over the next 18 months, representing nearly half of the company's total backlog of $162 billion [5][31]. - The company anticipates that AI business revenue will double in the first quarter of fiscal year 2026, reaching $8.2 billion [5][31]. - The demand for AI networking products is robust, with over $10 billion in backlog orders for AI switches, driven by the deployment of data center infrastructure [14][30]. Group 3: Custom AI Chip Business - Broadcom has successfully secured its fifth XPU customer, with a $1 billion order, in addition to a $11 billion order from existing customer Anthropic, indicating strong market recognition for its custom AI accelerator solutions [11][5]. - The company emphasizes that the development of custom chips is a lengthy process, and there is no evidence suggesting a widespread shift towards customer-owned chip development [12][43]. Group 4: Non-AI Semiconductor Business - Non-AI semiconductor revenue for the fourth quarter was $4.6 billion, showing a 2% year-over-year increase, primarily due to seasonal benefits in the wireless business [19][31]. - The company expects non-AI semiconductor revenue to remain stable, with a forecast of approximately $4.1 billion for the first quarter of fiscal year 2026 [22][31]. Group 5: Shareholder Returns - Broadcom announced a 10% increase in its quarterly dividend to $0.65 per share and extended its stock buyback program [5][36].

Group 1 - The core viewpoint of the news is that the U.S. stock market is experiencing a significant shift, with a sharp sell-off in technology stocks, particularly Oracle, which saw a drop of over 16% during trading due to disappointing cloud revenue and substantial capital expenditure plans [1][3] - Oracle's second fiscal quarter report revealed adjusted revenue of $16.1 billion, below market expectations of $16.21 billion, and cloud sales grew by 34% to $7.98 billion, also slightly below forecasts [3] - The market is reacting to concerns about the return on investment in AI and the risks associated with debt financing, leading to a rotation of funds from tech stocks to cyclical and value sectors, pushing the Dow Jones and S&P 500 to record highs [1][6] Group 2 - Following Oracle's report, the stock market saw a widespread decline in chip-related tech stocks, with companies like Arm, Intel, and Nvidia experiencing significant drops [4] - The CEO of Oracle, Clay McGork, addressed concerns about high capital expenditures, stating that the company expects to raise less than the previously estimated $100 billion for AI project funding [4] - Analysts suggest that the market's concerns regarding Oracle and the overall AI investment landscape are justified, as companies have committed trillions to AI, but the outcomes remain uncertain [4] Group 3 - The Federal Reserve's recent decision to lower the benchmark interest rate by 25 basis points has influenced market sentiment, with investors interpreting the Fed's stance as cautious regarding inflation while acknowledging weak employment [6][7] - The market is currently focused on a rotation towards small-cap and cyclical stocks, indicating a bet on a rebound in global economic growth [6] - Future expectations suggest that the Fed may continue to lower rates in 2026, with a potential pause in January and the next rate cut possibly occurring in March [7]

博通第四财季营收和利润齐创最高纪录，分别同比增近30%和40%；第一财季营收指引增速持平上季，AI芯片收入较市场预期高近20%。博通公布将本 财年季度股息提高10%，全年股息由此创历史新高。CEO称积压了价值730亿美元的AI产品订单，又说这是"最低值"，称第四财季从Anthropic获得110 亿美元订单，但警告因AI产品销售，总利润率在收窄。博通股价盘后先一度涨4%，后转跌，曾跌超5%。 英伟达的挑战者、ASIC芯片大厂博通又一次用季度业绩和指引显示，人工智能（AI）数据中心设备的需求有多爆表，它正在给博通近期的业绩带来爆 炸式的增长。但积压的AI订单规模未达到投资者期望。 博通公布的上一财季营业收入和盈利均较此前一季加速增长，和提供的本财季营收指引均高于华尔街预期。受益于AI基建热潮中所需的定制AI芯片热 销，博通上财季AI芯片收入增长超过70%，较前一季的增速提高超过10个百分点。博通还预计本财季的AI芯片收入将翻倍劲增，大超市场预期。 博通首席财务官（CFO）Kirsten Spears同时公布，将本财年、即2026财年的季度股息大幅上调10%至0.65美元/股，年度股息由此达到公司史上最高 水平2 ...