（文章来源：央视新闻） 中共中央今天（24日）上午举行新闻发布会，介绍和解读党的二十届四中全会精神。 科技部党组书记、部长阴和俊介绍，《中共中央关于制定国民经济和社会发展第十五个五年规划的建 议》部署，加强原始创新和关键核心技术攻关。完善新型举国体制，全链条推动集成电路、工业母机、 高端仪器等重点领域关键核心技术攻关取得决定性突破。突出国家战略需求，部署实施一批国家重大科 技任务。加强基础研究战略性、前瞻性、体系化布局，加大长期稳定支持。强化科学研究、技术开发原 始创新导向，产出更多标志性原创成果。 ...

Group 1: Economic Development and Industry Growth - The Fourth Plenary Session emphasizes the construction of a modern industrial system, focusing on strengthening the real economy and promoting intelligent, green, and integrated development [1][2] - The session highlights the need to optimize traditional industries while fostering emerging and future industries, aiming for high-quality development in the service sector and modern infrastructure [1][2] Group 2: Technological Innovation and Self-Reliance - The session calls for accelerating high-level technological self-reliance and enhancing the overall effectiveness of the national innovation system to seize opportunities in the new technological revolution [2] - It stresses the importance of original innovation and tackling key core technologies, promoting deep integration of technological and industrial innovation [2] Group 3: Consumer Market and Investment - The session advocates for boosting domestic consumption and effective investment, aiming to break down barriers to the construction of a unified national market [3] - It emphasizes the need for a positive interaction between supply and demand, driven by new needs and new supply [3] Group 4: Battery Industry Development - The Ministry of Industry and Information Technology reports that Chinese companies hold six of the top ten global battery suppliers, accounting for 69% of total shipments [4] - Recommendations include strengthening technological innovation, enhancing supply chain resilience, and increasing support for the new energy battery industry [4] Group 5: AI and Technology Investments - Honor has invested over 10 billion yuan in AI research and development, highlighting the transformative power of AI in reshaping the terminal ecosystem [5] - The company views AI as a critical factor for future competitiveness in the technology sector [5] Group 6: Memory Chip Price Adjustments - Major memory suppliers, including Samsung and SK Hynix, are raising DRAM and NAND flash prices by up to 30% in response to surging AI-driven storage demand [6] - This price adjustment reflects the ongoing "super cycle" in the memory market, driven by AI applications [6] Group 7: New Product Launches - ByteDance has launched a 3D generative model, Seed3D 1.0, capable of creating high-quality 3D models from single images [7][8] - This innovation is based on a new Diffusion Transformer architecture and extensive data training [7][8] Group 8: AI Product Commercialization - Alibaba is set to begin pre-sales of its Quark AI glasses, priced at 4,699 yuan, which will support various AI applications [9] - The glasses are expected to enhance user experience with features like hands-free calls and real-time translation [9]

Core Viewpoint - The Fourth Plenary Session emphasizes accelerating high-level technological self-reliance and strength, leading to the development of new quality productivity [1] Group 1: Technological Development - The session highlights the importance of seizing the historical opportunity presented by a new round of technological revolution and industrial transformation [1] - It calls for a coordinated approach to building a strong education system, a strong technological base, and a strong talent pool to enhance the overall effectiveness of the national innovation system [1] Group 2: Innovation and Integration - There is a focus on enhancing independent innovation capabilities and seizing the high ground in technological development [1] - The session stresses the need for strengthening original innovation and tackling key core technologies, promoting deep integration of technological and industrial innovation [1] Group 3: Digital Development - The initiative includes advancing the development of a digital China as part of the broader strategy [1]

#观察 四中全会公报的部分表述边际变化任务分析：“十四五”时期——全面建设社会主义现代化国家开局起步的关键时期。“十五五”时期——基本实现社会主义现代化夯实基础、全面发力的关键时期，在基本实现社会主义现代化进程中具有承前启后的重要地位。思想：“斗争精神”到“历史主动精神”；安全：新增“国家安全屏障”；提高公共安全治理水平；科技：新增“加强原始创新”（强调基础研究，针对卡脖子问题）；消费：“全面促进消费”转为“大力提振消费”；“惠民生和促消费”作为战略基点，强调消费与民生、投资的平衡协同；新增“投资于物和投资于人紧密结合”；民生：“房地产高质量发展”；“人口高质量发展”（针对老龄化、低生育）。外汇交易员 (@myfxtrader):#四中全会 #全文 中国共产党第二十届中央委员会第四次全体会议公报： https://t.co/wHXYw6xxvl ...

全会提出，加快高水平科技自立自强，引领发展新质生产力。抓住新一轮科技革命和产业变革历史机 遇，统筹教育强国、科技强国、人才强国建设，提升国家创新体系整体效能，全面增强自主创新能力， 抢占科技发展制高点，不断催生新质生产力。要加强原始创新和关键核心技术攻关，推动科技创新和产 业创新深度融合，一体推进教育科技人才发展，深入推进数字中国建设。 据新华社，中国共产党第二十届中央委员会第四次全体会议，于2025年10月20日至23日在北京举行。 要加强原始创新和关键核心技术攻关，推动科技创新和产业创新深度融合。 ...

#观察 四中全会公报的部分表述边际变化任务分析：“十四五”时期——全面建设社会主义现代化国家开局起步的关键时期。“十五五”时期——基本实现社会主义现代化夯实基础、全面发力的关键时期，在基本实现社会主义现代化进程中具有承前启后的重要地位。思想：“斗争精神”到“历史主动精神”；安全：新增“国家安全屏障”；提高公共安全治理水平；科技：新增“加强原始创新”（强调基础研究，针对卡脖子问题）；民生：“房地产高质量发展”；“人口高质量发展”（针对老龄化、低生育）。外汇交易员 (@myfxtrader):#四中全会 #全文 中国共产党第二十届中央委员会第四次全体会议公报： https://t.co/wHXYw6xxvl ...

Core Insights - Apple's stock price reached an all-time high of $262.24, with a market capitalization of $3.89 trillion, surpassing Microsoft to become the second-largest company in the U.S. [2] - The surge in stock price is primarily driven by strong sales of the iPhone 17 series, which saw a 14% increase in sales compared to the iPhone 16 series during the first 10 days post-launch in China and the U.S. [2] - The iPhone 17 standard model has been particularly appealing to consumers due to its enhanced hardware features while maintaining the same price as the previous model, effectively addressing consumer demand for value [2][10] Sales and Pricing Strategy - Apple announced a price reduction for the iPhone 17 Pro series as part of the Tmall "Double 11" promotion, with the iPhone 17 Pro and Pro Max both seeing a price drop of 300 yuan [3] - The standard version of the iPhone 17 will not participate in this price reduction, indicating Apple's strategy to maintain its pricing power while promoting the Pro series [3] - Additional incentives such as trade-in subsidies are available, further lowering the cost for consumers and aiming to boost sales of the iPhone 17 series [3] Market Position and Competition - In the global smartphone market, Apple holds a leading market share of 18.7% as of 2024, ranking first [4] - The Chinese smartphone market is stable, with Vivo leading at 17.2% market share, followed by Huawei and Apple, which has seen a resurgence in market presence [6] - The competitive landscape is tightening, with major players like Vivo and Huawei showing strong performance, while Apple continues to grow its market share [8] Industry Trends - The average global smartphone price is projected to rise from $357 in 2024 to $370 in 2025, driven by a trend towards higher-end devices and consumer preferences for advanced features [9] - Domestic smartphone manufacturers are urged to invest in original innovation to enhance competitiveness, as the previous strategy of rapid imitation is becoming less effective [9][10] - The success of the iPhone 17 highlights a shift in consumer expectations, where high-end does not necessarily mean high price, emphasizing the importance of delivering superior features and experiences [10]

Core Viewpoint - The "14th Five-Year Plan" marks a milestone in China's technological development, emphasizing the importance of large scientific facilities in driving innovation and addressing fundamental scientific challenges [1][5]. Group 1: Investment in Scientific Infrastructure - Large scientific facilities are crucial for national innovation, requiring significant investment and long-term commitment [3]. - China's R&D investment is projected to exceed 3.6 trillion yuan in 2024, reflecting a steady increase in technological innovation capabilities [5]. Group 2: Core Competencies of Large Scientific Facilities - **Competency 1: Addressing Fundamental Scientific Questions** Large scientific facilities represent the pinnacle of engineering technology, essential for exploring unknowns and tackling fundamental scientific issues, such as those addressed by the Tianyan and Jiangmen neutrino experiments [7]. - **Competency 2: Catalyzing Disruptive Technological Breakthroughs** These facilities serve as sources of original innovation, enabling significant advancements in materials science and reducing the development cycle and costs of new materials, particularly in critical areas like semiconductors and renewable energy [8][9]. - **Competency 3: Enhancing Public Health** Large scientific facilities are directly linked to public health, facilitating the development of targeted therapies for diseases like cancer and Alzheimer's through advanced techniques such as protein structure analysis and proton therapy [11][13]. Group 3: Broader Implications - Investment in large scientific facilities not only enhances national technological competitiveness but also contributes to the well-being and sustainable development of humanity, making it a vital area for future investment [13].

每经编辑｜陈柯名 向江林 10月9日，上海，秋天正款款而来。 就在这一天，久未露面的字节跳动创始人张一鸣现身黄浦江边一家名为"知春"的创新中心。 张一鸣在发言现场 这个创新中心是他与上海交通大学ACM班创始人俞勇教授联合发起的民办非营利性机构。 "自古逢秋悲寂寥，我言秋日胜春朝。"正如这句诗所说，在仪式现场，张一鸣的言辞中不仅没有"秋"的萧瑟，反而是"春意盎然"，话头所指，几乎全是那 些对泛计算机和人工智能感兴趣的年轻人。 很大程度上，字节跳动上一个十年的成功，在于敏锐地抓住了移动互联网普及和算法技术成熟的时代机遇。张一鸣凭借"算法推荐+海量内容"创新模式， 以前所未有的效率解决信息分发痛点，成功打造出今日头条、抖音、TikTok等产品，开创了个性化内容分发的黄金时代，并将中国互联网模式推向全球， 重塑了数十亿人的信息获取方式。 但时移世易，当他再次公开露面，面对的是市场和企业的全新发展阶段。中国互联网行业进入从"野蛮生长"转向"精耕细作"的深度调整期。市场已告别流 量红利，进入存量竞争时代，企业增长逻辑正从"模式创新"转向"硬核创新"。全新阶段，字节跳动也面临全新的挑战。 一是监管环境趋严，要求企业在创新与 ...

10月9日，上海，秋天正款款而来。 就在这一天，久未露面的字节跳动创始人张一鸣现身黄浦江边一家名为"知春"的创新中心。 这个创新中心是他与上海交通大学ACM班创始人俞勇教授联合发起的民办非营利性机构。 2021年，张一鸣在卸任首席执行官之时，就计划"相对专注学习知识，系统思考，研究新事物，动手尝 试和体验，以十年为期，为公司创造更多可能"。当时，他在内部全员信中袒露他的焦虑，认为自己过 去几年都在"吃老本"，难以跟上技术新进展，他更喜欢思考理论上可能存在但现实中尚未发生的事情， 显然，他害怕失去对相关新技术的敏感性。 如今，尽管十年期限未到，但经过四年深度思考，张一鸣想必有了许多新的收获。他是否已经准备好， 为公司创造更多可能？ 很大程度上，字节跳动上一个十年的成功，在于敏锐地抓住了移动互联网普及和算法技术成熟的时代机 遇。张一鸣凭借"算法推荐+海量内容"创新模式，以前所未有的效率解决信息分发痛点，成功打造出今 日头条、抖音、TikTok等产品，开创了个性化内容分发的黄金时代，并将中国互联网模式推向全球，重 塑了数十亿人的信息获取方式。 但时移世易，当他再次公开露面，面对的是市场和企业的全新发展阶段。中国互联 ...