【AI时代《看见》手绘艺术魅力 动画家孙立军新书首发】北京电影学院教授、著名动画艺术家孙立军 （笔名凡悲鲁）的画集《看见》日前在北京电影学院海淀校区首发。该书是其一部融合即兴创作、行走 记录与人文思考的视觉手记，以真挚的笔触和深沉的情怀，在艺术与大众间搭建起温暖的桥梁，亦是对 AI时代下手绘艺术价值的生动宣言。 （来源：北京新闻广播） ...

Macro Strategy - The Chinese economy is expected to slow down, with GDP growth forecasted to decrease from 5% in 2025 to 4.8% in 2026, reflecting a decline in economic activity and consumer confidence [7][10] - Inflation is showing slight improvement, with CPI growth rising from 0.2% in October to 0.7% in November, while PPI decline is narrowing [8] - The real estate market is experiencing a slowdown, with new and second-hand home sales dropping significantly, indicating ongoing challenges in the sector [9][12] Internet Sector - The year 2026 is seen as crucial for capturing user attention in the AI era, with companies that have stable cash flows and strong operational capabilities expected to have higher long-term investment value [1] - Recommended stocks include Tencent, Alibaba, and Kuaishou, which are positioned to benefit from AI-driven growth and foreign capital inflows [1][6] Software and IT Services - The competition in the large model industry is anticipated to intensify, with a focus on AI application monetization expected to grow [1] - Companies like Kingdee are recommended for their potential to achieve incremental monetization through AI [1][6] Semiconductor Industry - The global semiconductor market is projected to grow by 26% to $975 billion in 2026, driven by AI-related sectors [1] - Recommended stocks include Zhongji Xuchuang and Shengyi Technology, which are expected to benefit from structural growth in the semiconductor industry [1][6] Technology Sector - The technology industry is expected to see a divergence in end-user demand and accelerated AI innovation, with a focus on AI computing infrastructure and end-side AI products [1] - Companies like Luxshare Precision and BYD Electronics are highlighted for their potential in this sector [1][6] Consumer Sector - The consumer market is expected to face challenges, with a shift towards essential and low-cost products as consumer sentiment weakens [2] - Recommended stocks include Nongfu Spring and Luckin Coffee, which are positioned to benefit from market trends [2][6] Automotive Industry - The automotive market is projected to see a 2.9% increase in wholesale volume, with new energy vehicle sales expected to grow by 18.5% to 18.5 million units in 2026 [2] - Recommended stocks include Geely and Zhengli New Energy, which are expected to perform well amid market changes [2][6] Pharmaceutical Industry - The pharmaceutical sector is undergoing a valuation correction, presenting new investment opportunities, particularly in innovative drugs [2] - Companies with strong overseas expansion potential are highlighted for their competitive advantages [2][6] Capital Goods - The demand for mining machinery is expected to rise due to increasing global metal prices, with leading Chinese engineering companies focusing on growth in emerging markets [2] - Recommended stocks include Sany Heavy Industry and Zoomlion, which are well-positioned for growth in this sector [2][6] Insurance Sector - The insurance industry is expected to benefit from a recovery in valuations and strong growth in life insurance sales, particularly in dividend insurance [3] - Recommended stocks include China Ping An and China Life, which are expected to perform well due to their strong fundamentals [3][6] Real Estate and Property Management - The real estate sector is anticipated to see a recovery in sales due to recent policy relaxations, with a projected decline in sales expected to be less severe than in previous years [4] - Recommended stocks include China Resources Land and Beike, which are expected to benefit from market improvements [4][6]

专题：2026年度国际消费电子展(CES) 新浪科技讯 2026年1月7日，联想集团董事长兼 CEO 杨元庆在媒体见面会期间表示，联想与通用大模型 厂商并非竞争关系，而是互补关系。通用智能擅长公共智能，而联想聚焦企业智能和个性化智能，未来 公共智能仍需要终端作为入口，形态可能不止于 PC，还包括眼镜、可穿戴设备等。 杨元庆强调，AI 时代不存在"赢者通吃"。过往互联网与硬件产业已多次证明，无论是互联网巨头尝试 自研硬件，还是硬件厂商单打独斗，都难以成功，产业必须协同发展。未来 AI 生态将延续分工协作模 式。 他指出，硬件依然是用户进入 AI 的重要入口。在不同场景下，联想将与具备不同优势的伙伴合作：云 端 AI 主要依托英伟达，PC 端由英特尔和 AMD 赋能，而在手机和可穿戴等对功耗敏感的领域，高通具 备领先优势。 杨元庆强调，AI 时代不存在"赢者通吃"。过往互联网与硬件产业已多次证明，无论是互联网巨头尝试 自研硬件，还是硬件厂商单打独斗，都难以成功，产业必须协同发展。未来 AI 生态将延续分工协作模 式。 他指出，硬件依然是用户进入 AI 的重要入口。在不同场景下，联想将与具备不同优势的伙伴合作：云 ...

Core Viewpoint - The 10th World Congress of Chinese Mathematicians (ICCM2025) was held in Shanghai, featuring the 2nd National Qiu Chengtong Youth Class Year-End Summit, which provided a platform for young students to engage with global mathematicians and broaden their academic horizons [1][11]. Group 1: Event Overview - The summit took place on January 4-5, 2025, and aimed to create valuable opportunities for students to interact with leading mathematicians and scholars [1]. - Students from Nanjing No. 1 Middle School participated, showcasing their understanding of fundamental scientific concepts and their unique charm [1]. Group 2: Student Achievements - During the two-day agenda, students completed a comprehensive mathematics and physics examination and multiple rounds of academic interviews, demonstrating solid foundations and winning the favor of expert reviewers [3]. - Zhou Yubo from Nanjing No. 1 Middle School achieved a silver medal, ranking 11th nationally, while the school received an award for excellent organization [3]. Group 3: Keynote and Discussions - Qiu Chengtong, President of the World Chinese Mathematicians Alliance, praised the students' active thinking and academic spirit, encouraging them to view competitions and awards positively [5]. - A special forum titled "Future Summit for Middle School Students" featured lectures from prominent mathematicians, allowing students to experience the allure and challenges of cutting-edge mathematics [8]. Group 4: Educational Insights - Nanjing No. 1 Middle School's Party Secretary, Ju Yan, delivered a speech on building a strong foundation and core competencies in the AI era, inspiring students to maintain curiosity and a positive attitude [10]. - The summit included a showcase of the achievements of the Qiu Chengtong Youth Class, highlighting innovative and effective educational practices [10]. Group 5: Future Directions - Nanjing No. 1 Middle School aims to further optimize its training mechanisms for the Qiu Class, strengthen collaboration with universities and research institutions, and explore new models for integrated education [11].

（编辑 姚尧） 证券日报网讯 1月6日，国科微在互动平台回答投资者提问时表示，AI时代下，多模态应用与企业级存 储需求呈现爆发式增长成为存储市场价格上涨的主要原因之一。相关报道显示，存储芯片的涨价风暴可 能影响整个芯片品类和电子产品制造链。公司在日常经营中充分考虑市场需求、原材料成本周期、在手 订单及库存等多种因素，综合运用产能合作、提前备货、锁价等方式降本增效，并根据市场情况制定、 调整价格策略，及时满足下游客户需求，保障公司及股东利益。同时，公司也正规划SoC平台DDR适配 提速工作。 ...

我是创业失败后才知道雷军这句话的含金量的，在这之前，我还是闭门造车的狭隘心态，老想着自己"憋个大招"，不想跟人分享，结果自然是失败了。 其实人年轻时候难免是个人英雄主义，想要通过成功证明自己的优秀，所以就不想让别人分享自己的"荣光"。 太过于自我了，对自己缺乏正确的认识，不知道在面对机会的时候要能够跟别人分享才行。 如果什么都只靠自己，那就算成功也是成绩有限。 "用10万赚10万和用100万赚10万，结果是一样的，但是付出的艰辛绝对不一样。" 雷军是大学时期就开始创业，他们几个年轻人自以为有雄心伟略，对所有的权威都不屑一顾，但看不到自己的弱点和问题是什么。 等公司失败后雷军就反思这次创业失败的教训，"没有必要在低水平上做重复的事情，从小做起很容易把很多宝贵的时间花在一些不必要的事情上"，不愧是 人中龙凤，他很早就意识到借助别人力量的重要性了。 奈何当年的冯鑫还是没有把老大哥的这番话听进去，否则他不至于是失去自由的结果。 对老板来说，对事情的认识是最重要的，而认识又以对方向、人和钱的判断为重，这三点一旦是看错了，那想成功基本是不可能。 我的体会是，创业一定要克服自己的虚荣心，为什么要追求一鸣惊人呢？靠几千块赚到 ...

Core Viewpoint - The article emphasizes the importance of finding personal meaning and belief in life rather than solely focusing on monetary gain, especially during significant moments like New Year's Eve [3][4][8]. Group 1: Changing Perspectives on Wealth - The era of prioritizing money above all else is largely over, and the focus should shift towards personal growth and meaningful experiences [4][5]. - Many individuals may seek financial success as a solution to their insecurities and lack of love, indicating a deeper psychological issue [5]. Group 2: The Importance of Belief and Meaning - Belief in something meaningful is essential for human existence, and while money may be a common pursuit, it is not the ultimate goal for everyone [8][14]. - The article suggests that true fulfillment comes from personal passions and interests rather than societal expectations or financial incentives [14][15]. Group 3: The Role of Optimism and Realism - There is a critique of both overly optimistic and pessimistic viewpoints, suggesting that a balanced perspective is necessary for personal growth [10][12]. - Genuine belief should be rooted in personal values and experiences, rather than superficial or externally imposed ideals [15].

Core Viewpoint - The article discusses the concept of "war metals," highlighting the historical price trends of metals such as chromium, manganese, tungsten, titanium, uranium, silver, and tin, and draws parallels between the current geopolitical climate and that of the 1970s and 1980s [1][3][4]. Group 1: Historical Context and Comparisons - The current era shares significant similarities with the 1970s and 1980s, characterized by geopolitical tensions and technological advancements that drive demand for certain metals [3][4]. - The period from the 1960s to the 1980s saw a stagnation in productivity in the U.S., similar to the current global trend of de-globalization and rising geopolitical tensions [3][4]. - The article emphasizes that the dual attributes of metals—strategic and productivity-related—are crucial in understanding their price volatility [7][10]. Group 2: Price Volatility and Market Dynamics - The price of strategic metals experienced extreme fluctuations during the 1970s and 1980s due to geopolitical factors, with examples such as cobalt rising from approximately $5.62 per pound in 1977 to a peak of $32.83 per pound in 1979 [9][10]. - The article notes that after 1980, despite technological advancements in sectors like computing and semiconductors, metal prices generally declined, indicating that new industrial demand does not always correlate with sustained price increases [10][11]. - The current market dynamics are influenced by financial derivatives and leverage, making the discussion of strategic metals relevant to a broader audience compared to past decades [8][10]. Group 3: Geopolitical Influences - Historical geopolitical tensions, such as the Cold War, significantly impacted the supply and demand of strategic metals, with the Soviet Union and the U.S. engaging in strategic stockpiling and market manipulation [12][13]. - The article highlights that geopolitical conflicts often lead to panic buying and supply shortages, which exacerbate price volatility in the metals market [14][15]. - The potential for a shift in geopolitical relations, akin to the thawing of U.S.-Soviet tensions in the 1980s, could significantly alter the current market landscape for these metals [19].

Core Insights - The event "Be the Protagonist of the Era" initiated by CEO Ge Jun gathered over a thousand entrepreneurs and guests in Guangzhou, focusing on insights into trends, humanistic care, and energy accumulation [1][3] - The theme celebrates the vitality of the private economy and responds to how entrepreneurs can proactively navigate challenges in the current economic climate [3] Group 1: Economic Resilience and Entrepreneurial Spirit - Ge Jun outlined a diverse "protagonist group," including tech pioneers at the forefront of AI, transformers in traditional industries, and essential yet lesser-known "cornerstone" entrepreneurs, emphasizing that true protagonists are those who continuously create value in their fields [4][6] - He highlighted the importance of sharing the stories of resilient small and medium-sized enterprises (SMEs) that underpin the Chinese economy, advocating for a fair representation of their contributions [6] Group 2: New Generation and Innovation - The new generation of entrepreneurs is characterized by diverse perspectives and tools, injecting new vitality into the concept of "era protagonists," with a focus on innovation and facing challenges rather than merely replicating past experiences [7] - Ge Jun discussed the critical issue of generational inheritance in the private economy, emphasizing the need for innovation in methods and connections while maintaining the core spirit of resilience [7] Group 3: Navigating the AI Era - As the technological revolution reaches a critical point, Ge Jun posed essential questions about how businesses and individuals can avoid being left behind as AI redefines productivity [8] - He proposed three action keywords for businesses to adapt to changes: "Rebirth" through new technologies and thinking, "Proximity Prosperity" by leveraging local markets and policies, and "Meaning Charging" through emotional connections that AI cannot replace [10] Group 4: Humanistic Approach and Future Engagement - The event served as a culmination of Ge Jun's thoughts, integrating industry trends with a strong humanistic concern, completing a journey of reflection, contemplation, and future outlook [11] - This gathering is part of Ge Jun's ongoing efforts to empower the entrepreneurial community, with plans for continued support and forward-thinking discussions in 2026 [11]

Core Viewpoint - The recent salary increase trend among major companies is a strategic response to the changing competitive landscape, rather than a mere act of generosity, as firms adapt to a new survival logic in a slowing growth environment [5][7][27]. Group 1: Salary Increases and Company Strategies - Major companies like JD and ByteDance have announced significant salary increases and bonuses, with JD's year-end bonus total investment increasing by over 70% year-on-year, and ByteDance's bonus total investment rising by 35% [5][19]. - The salary increase trend is not new; JD initiated a 20-salary upgrade plan last year, and other companies like Alibaba and ByteDance have also been increasing salaries since last year [7][13]. - The competitive pressure in the tech industry has intensified, leading to a shift from collective growth to fierce competition for talent, which is now viewed as the most scarce resource [18][25]. Group 2: Talent Acquisition and Retention - The current salary increase is part of a broader strategy to attract and retain top talent, especially in AI and technology sectors, where competition for skilled workers is fierce [25][27]. - Companies are not only increasing salaries but also restructuring their compensation systems to better reward high-performing employees, moving away from traditional seniority-based pay structures [22][23]. - The need for talent has led to aggressive recruitment strategies, with reports of companies offering double salaries to attract skilled workers from competitors [25][27]. Group 3: Future Investments and Technological Shifts - Major firms are shifting their investment focus towards AI and cloud infrastructure, with Alibaba planning to invest over 380 billion yuan in the next three years, and ByteDance allocating 160 billion yuan for AI development by 2026 [28][29]. - The transition from traditional business models to AI-driven strategies is redefining competitive advantages, with companies recognizing that controlling talent is crucial for future success [28][30]. - The importance of frontline employees is also emphasized, as companies like Ningde Times and JD are increasing base salaries for lower-level employees to ensure operational stability [29][30].