上海开普勒机器人有限公司副总裁宋华表示，即便是退回AlphaGo(阿尔法围棋)掀起热潮的那个阶段， 人们也难以料想现在利用AI能实现如此自如的对话与交互。人才辈出，人形机器人的未来发展充满可 能。 国家地方共建人形机器人创新中心首席科学家江磊认为，对于人形机器人的发展，业界需要有梦想，但 也需要务实。判断人形机器人有没有未来，要在探索中寻找答案。(完)【编辑:张令旗】 中新社上海12月14日电 (记者 郑莹莹 许婧)在12月12日至14日于上海举行的2025全球开发者先锋大会暨 国际具身智能技能大赛(GDPS 2025)上，智元、傅利叶等知名人形机器人企业从"舞台秀"走向"擂台 战"，完成从"演员"到"运动员"的角色转变。这场对标世界技能大赛的具身智能赛事，展示的不仅是机 器人的技能，更是从技术验证到产业实战的更多可能。 尽管发展火热、表现超预期，但对于人形机器人能否加速场景应用和最终实现规模化落地，外界一直争 论不休。 作为沉浸式科技领域的知名推动者，沉浸式艺术与科学学院(Academy of Immersive Arts and Sciences)主 席兼联合创始人本·欧文(Ben Erwin)在此次大会 ...

Core Viewpoint - Micron Technology has decided to exit the consumer market by discontinuing its Crucial brand, which is expected to exacerbate the rising prices of memory and solid-state drives due to increased demand driven by AI technology [1][20]. Group 1: Company Overview - Micron's Crucial brand has been a significant player in the consumer DIY market since its establishment in 1996, introducing notable products like DDR and DDR4 memory modules [3][5]. - The brand has contributed to the growth of the DIY market, with products that have been well-received by consumers [5][9]. Group 2: Market Dynamics - The consumer market for memory products is relatively small, with estimates suggesting that Crucial's annual sales account for only 5%-8% of Micron's total revenue [12]. - In contrast, the demand for high-bandwidth memory (HBM) in AI applications is substantial, with products like NVIDIA's GB200 and Google's Ironwood TPU requiring significant memory capacities [14][16]. Group 3: Strategic Shift - Micron's CEO and other executives have indicated that the decision to exit the consumer market is driven by the need to focus on more profitable sectors, particularly AI and data centers [20][22]. - The shift is expected to lead to tighter supply conditions for NAND flash and DRAM memory, potentially resulting in further price increases for consumers [22][24].

Core Insights - ByteDance's short drama app, Hongguo, has become a dominant player in the micro-short drama market, with a monthly active user count of 245 million as of October 2025, surpassing platforms like Bilibili and Youku [1] - The revenue from ByteDance's "Tomato series business," which includes Hongguo, is projected to exceed 30 billion yuan in 2024, with expectations to double to 60 billion yuan in 2025 [3] - The micro-short drama market in China reached a scale of 50.5 billion yuan in 2024, surpassing the total box office revenue for that year [11] Group 1: Market Position and Growth - Hongguo has maintained its position as the top micro-short drama app since May 2025, with a continuous upward growth trend in daily active users [1] - The second-ranked app, Hemma Theater, only has 5 million monthly active users, indicating a highly concentrated market dominated by Hongguo [1] - The average daily usage time for micro-short drama applications reached 120.5 minutes, a 25.9% increase from January 2025, suggesting a growing user engagement [11] Group 2: Industry Dynamics and Competition - The micro-short drama market has undergone a regulatory tightening, with over 25,000 non-compliant mini-programs removed since late 2022 [8] - Despite regulatory challenges, the micro-short drama market continues to grow, with a significant increase in the number of vertical screen dramas launched [10] - Tencent's WeChat Video Account has been relatively restrained in the micro-short drama space, with no significant investments or platform launches to compete with ByteDance [4][15] Group 3: Content Production and Revenue Models - Hongguo's content production strategy includes both high-quality and bulk production models, with a recent increase in guaranteed script fees and revenue sharing for creators [12] - The rise of AI-driven content, such as AI live-action dramas, is changing the production landscape, with costs significantly lower than traditional short dramas [16] - The industry is witnessing a shift towards a creator-centric model, where the power dynamics are changing in favor of content creators rather than platforms [17]

对于宇树科技上市带来的影响，王兴兴今年8月曾回应：公司也在推动上市流程，这是企业迈向更成熟 的管理，更成熟的运营，一个阶段性的一个事情。 （文章来源：证券时报） 人形机器人技术正以突破性速度迭代演进，核心性能持续跃升的同时，以宇树科技为代表的一大批赛道 企业也在资本市场崭露头角，希望借助资本市场的赋能，为企业的研发投入、产能扩张提供支撑，更快 推动行业资源加速整合，助力人形机器人从技术探索走向规模化商业落地。 据证监会官网，宇树科技已发布IPO辅导工作完成报告。宇树科技拟申请在中国境内首次公开发行股票 并上市，中信证券开展辅导工作。资料显示，宇树科技控股股东、实际控制人为王兴兴，王兴兴直接持 有公司23.8216%股权，并通过上海宇翼企业管理咨询合伙企业（有限合伙）控制公司10.9414%股权， 合计控制公司34.7630%股权。 12月13日，宇树科技宣布首发人形机器人"App Store"，用户可以将训练好的舞蹈、武术、干活等模型一 键上传分享，也可以下载其他开发者开发的动作部署到机器人。 宇树科技发布的演示资料显示，宇树应用商店在架构上集成了"用户广场"、"动作库"、"数据集"及"开 发者中心"四大核心 ...

Core Insights - The 2025 TCL Global Technology Innovation Conference (TIC2025) was held in Guangzhou, focusing on the theme "AI for Real," discussing how AI can be applied in real-world scenarios to enhance efficiency and redefine various sectors such as transportation, health, and entertainment [1] - The global AI competition is intensifying, primarily centered around model parameters and computational infrastructure expansion, leading to issues like resource waste and lack of practical value creation [1] - TCL's founder and chairman, Li Dongsheng, emphasized the company's commitment to increasing AI investment, with R&D expenses expected to reach 15 billion yuan by 2025, aiming to transition from following and catching up to leading in key technology areas [1] Industry Trends - A significant number of Chinese companies are focusing on practical AI applications, integrating AI with the real economy to create tangible value, contrasting with the global trend of AI infrastructure investment and model competition [1] - The conference highlighted the importance of AI in driving innovation across the entire supply chain, manufacturing, and operational processes, enhancing efficiency and product development [1] - The ultimate goal of AI is to create measurable and sustainable value through real-world applications, rather than just generating hype or theoretical concepts [1] Key Developments - The conference announced ten exemplary AI application scenarios and initiated a global AI talent recruitment plan, showcasing advancements in multimodal models, AI-enabled material development, embodied intelligence, and digital twins [1] - Chinese Academy of Engineering academician Ding Wenhua stated that the arrival of large AI models necessitates practical applications across various industries, emphasizing the importance of AI in R&D and user interaction experiences [1]

影石Insta360首席战略官袁跃在接受智通财经采访时表示，做会议和做相机在不少能力上可以复用，但 在组织设计、渠道、产品技术方面还是有一些不同。所以，影石想通过Wave这样一款产品，补齐影石 在会议行业音频缺失的部分能力，这也是未来深入会议领域的先决条件。 这是以全景相机发家的影石，在跨界路上的又一次尝试。此前，影石已经在会议领域推出多款产品，包 括双摄视频会议一体机Connect、智能4K网络摄像头Link系列。此外，影石还曾推出VR全景看房、建筑 项目全景记录、全景直播等行业应用。 智通财经编辑 | 文姝琪 今年9月，影石Insta360（下称"影石"）发布了一款名为Wave的AI录音全向麦克风。这是一款集麦克 风、扬声器与AI录音笔为一体的办公设备，搭载腾讯天籁Inside解决方案，支持指向拾音、AI录音转 写、AI生成会议纪要等多种功能，售价2198元起。 在近期举办的一场媒体沟通会上，双方团队详细介绍了此次合作的具体情况。 智通财经记者 | 陆柯言 做这款产品的过程中，影石并没有选择从零到一自建算法模块，而是选择与腾讯天籁实验室合作。作为 腾讯会议旗下顶尖的音频通信和处理研发团队，腾讯天籁实验室为 ...

Core Insights - Oracle's chairman Larry Ellison announced the sale of its stake in Ampere Computing, resulting in a pre-tax profit of approximately $2.7 billion (around 19.07 billion RMB) [1] - SoftBank Group acquired Ampere Computing for $6.5 billion in cash, with Oracle selling about 29% of its shares in the company [1] - This transaction signifies Oracle's exit from direct investment in general-purpose server chip design [1][3] Strategic Shift - Ellison stated that Oracle no longer sees strategic value in designing, manufacturing, and using self-developed chips for cloud data centers [3] - Oracle is adopting a "Chip Neutrality" policy to remain agile in response to rapid changes in AI technology, allowing for the deployment of any type of chip as needed [4] - This approach contrasts with competitors like Microsoft, AWS, and Google, which are heavily investing in developing custom processors to reduce computing costs and meet AI demands [4] Hardware Partnerships - Oracle is accelerating the expansion of its hardware partner network, maintaining close collaboration with NVIDIA while also partnering with AMD [4] - A public AI supercluster powered by AMD Instinct MI450 GPUs is set to launch in Q3 of next year, initially featuring 50,000 GPUs [5] - This initiative aims to create a more resilient and cost-effective cloud infrastructure by diversifying top chip suppliers [5]

Core Insights - ByteDance's short drama app, Hongguo, has become a dominant player in the micro-short drama market, surpassing platforms like Bilibili and Youku in monthly active users, reaching 245 million by October 2025 [1] - The revenue from ByteDance's "Tomato ecosystem" is projected to exceed 30 billion to 50 billion yuan in 2024, with expectations to double to 600 billion yuan in 2025 [2] - The micro-short drama market continues to grow despite strong regulatory pressures, with the market size reaching 50.5 billion yuan in 2024, surpassing the total box office revenue for that year [8] Group 1: Market Position and Growth - Hongguo has maintained a leading position in daily active users (DAU) since May 2025, indicating a strong upward growth trend [1] - The second-largest competitor, Hemma Theater, only reached 50 million monthly active users in October 2025, highlighting Hongguo's market dominance [1] - The average daily usage time for micro-short drama applications reached 120.5 minutes, a 25.9% increase from January, suggesting a shift in user engagement towards micro-short dramas [8] Group 2: Regulatory Environment - The micro-short drama market has undergone significant regulatory scrutiny, with over 25,000 non-compliant mini-programs removed since late 2022 [5] - In 2025, the National Radio and Television Administration implemented a tiered review system for micro-short dramas, indicating ongoing regulatory challenges [5][6] Group 3: Industry Dynamics - The rise of Hongguo has led to a trend where more production companies are willing to sign exclusive agreements, indicating a shift in power dynamics within the industry [9] - The production model for Hongguo includes both high-quality and bulk production strategies, allowing for greater control over content supply [9] - Tencent's WeChat Video Account has shown a more conservative approach to the micro-short drama market, lacking significant investment compared to ByteDance [3][11] Group 4: Future Trends - The emergence of AI-driven content, such as "manhua dramas," is expected to reshape the industry, with production costs significantly lower than traditional short dramas [14] - The number of production companies for manhua dramas has increased from 20 to 60 within a year, indicating a growing interest in this new format [14] - Industry insiders believe that manhua dramas could establish a new creative model, allowing creators to retain more control over their work [14]

Core Insights - ByteDance's short drama application, Hongguo, has become a dominant player in the micro-drama market, achieving 245 million monthly active users by October 2025, surpassing Bilibili and Youku, and ranking fourth in the online video sector [1][15] - The revenue from ByteDance's "Tomato Business" (including Hongguo) is reported to exceed 30 billion yuan in 2024, with predictions of doubling to 60 billion yuan in 2025, although ByteDance has disputed these figures [2][17] - The micro-drama market in China reached a scale of 50.5 billion yuan in 2024, surpassing the total box office revenue for that year, with a significant increase in user engagement [8][24] Group 1: Market Dynamics - The micro-drama market has undergone a regulatory adjustment, with the National Radio and Television Administration implementing strict oversight, leading to the removal of over 25,000 non-compliant micro-dramas [5][20] - Despite regulatory challenges, the micro-drama market continues to grow, with a notable increase in daily usage time, reaching an average of 120.5 minutes per user [8][23] - Hongguo's free model and substantial financial investment have allowed it to dominate the market, with over 3 billion yuan in revenue sharing agreements with content creators [9][24] Group 2: Competitive Landscape - Tencent's WeChat Video Account has been relatively restrained in the micro-drama space, with no significant investments or platform launches to compete with ByteDance [3][11] - Tencent Video is increasing its efforts in the micro-drama market, launching new initiatives and support programs, but faces challenges in matching the rapid response required in this sector [12][29] - The rise of AI-driven content creation, such as "manhua" (comic dramas), is emerging as a new trend, with production costs significantly lower than traditional short dramas, indicating a shift in creative dynamics [14][30] Group 3: Industry Trends - The micro-drama industry is seeing a shift towards AI-driven production, which allows for lower costs and greater creative control for writers, potentially disrupting traditional content creation models [14][31] - The increasing number of production companies in the manhua sector, from 20 to 60 in just over a year, highlights the rapid evolution and diversification within the industry [14][30] - The competitive landscape is characterized by a concentration of resources with leading platforms like Hongguo, raising concerns about market power and the potential for monopolistic practices [9][25]

Group 1 - Huawei Browser hosted an information flow creator salon in Shanghai, gathering media and quality partners to discuss content product development within the HarmonyOS ecosystem [1] - As of November 20, the number of devices running HarmonyOS 5 and above surpassed 27 million, with HarmonyOS 6 introducing improvements in connectivity, intelligence, security, and smoothness [3] - Huawei's new content strategy "Huawei Browser + X" aims to enhance user experience by diversifying content categories, including short dramas, novels, magazines, and collections [3] Group 2 - The shift in content consumption from keyword searches to interactive experiences with AI has led to a more diverse and life-oriented demand for content [7] - Huawei Browser's AI user penetration rate has reached 30%, with a new information assistant feature enhancing the content experience through AI [7] - The HNC platform will provide deeper data analysis capabilities to content creators, aiding in content operation and management [7] Group 3 - Huawei Information Flow emphasizes open cooperation and diversified development strategies, receiving positive feedback from users for its curated content and refined experience [8] - New Min Evening News and Zhito Finance shared insights on their collaboration with Huawei Information Flow, highlighting the importance of quality content and local engagement [8][12] - Zhito Finance has produced 977,000 pieces of information, achieving 9.248 billion exposures and 696 million readings, showcasing a multi-scenario content distribution matrix [16] Group 4 - Huawei Information Flow plans to launch the "Vision Channel Incentive Program" in 2025 to promote high-quality content production through technological innovation [18] - In 2026, Huawei Information Flow will introduce two new incentive programs, "Star Picking Plan" and "Starry Plan," to encourage quality content production through cash incentives and traffic support [18] - The focus will be on sustaining the production of high-quality and specialized content to drive the development of the Harmony ecosystem [18]