"AI超级周期启动，智能经济机会无限。" 正当我们讨论 AI浪潮时，一个被忽视的宏大背景正在展开：AI不仅是一个独立的技术赛道，它正站在一个高达10万亿的基础产业之上。这意味着，我们今 天所见的AI趋势，将是下一轮对现有工种和组织形态进行 "彻底改变"的巨大力量。 百度集团执行副总裁、百度智能云事业群总裁沈抖博士在江阴飞马水城带来了《智能，生成无限可能》的分享，从趋势、原理、场景、基建、变革五方面 带领我们透视智能经济的整个面貌，包括 深入浅出的技术解析与 丰富生动 落地实践分享。 此次分享是一份面向未来的生存指南，帮助创业者抓住这波以大模型为核心的技术浪潮，实现企业的高效、变革与增长。 本文仅为部分内容，打开混沌APP，观看完整版课程《智能，生成无限可能》。 AI 的价值会远超互联网 我们正在 AI超级周期的起点，智能经济带来的机会是无限的。 等 AI进一步发展的时候，不但会使得自身的规模变得更大，而且会把整个产业做得更大。所以，尽管今天AI可触达的市场虽然只有200 亿，但它实际上改 造的会是10万亿的市场。——从注册护士、软件开发师到销售、教师，今天的人工智能会彻底地改变每一个工种，包括为其赋能，或者帮 ...

Group 1 - The core viewpoint of the article highlights the performance of various indices related to Hong Kong stocks, with the Consumer Theme Index rising by 0.7% and the Hang Seng Technology Index increasing by 0.5% [1] - The net inflow for the Hang Seng Technology ETF and the Hong Kong Internet ETF in the current month reached 960 million and 450 million respectively, indicating strong investor interest [1] - Analysis suggests that Hong Kong internet companies have a first-mover advantage in AI-native applications and smart hardware integration due to their platform scale, data resources, and cloud computing infrastructure [1] Group 2 - The article notes that as super applications, intelligent agent platforms, and full-link AIGC capabilities mature, the profitability structure of leading internet companies in advertising, cloud services, local life, and e-commerce efficiency is expected to improve [1] - The industry valuation is currently at a historically low level, and the trend of AI investment converting to revenue is becoming clearer, enhancing the long-term allocation value of the sector [1]

Core Insights - The core focus of Lenovo Ventures is on investing in "Agents" as a key investment direction, marking a shift from previous investments in large models and computing power to intelligent agents that can deliver real commercial value [2][3] Investment Opportunities - The company identifies eight platform-level opportunities in the AI landscape, emphasizing the potential for disruptive innovation in various sectors [4][5][6][7][8] - **Content Generation**: AIGC's capabilities are seen as transformative for content creation, with investments in companies like Liblib AI that aim to democratize content generation [4] - **AI Operating Systems (AIOS)**: The belief is that a universal AIOS will emerge, moving away from traditional operating systems [5] - **Coding Platforms**: The potential for coding to evolve beyond mere tools into a foundational platform for the digital world is recognized [6] - **Model-as-Application**: Companies that can deliver foundational models directly to enterprise clients are viewed favorably, with examples like Palantir [6] - **Reconstruction of Relationships**: AI's ability to enhance productivity and reshape production relationships is highlighted, with Aha Lab as a case study [7] - **AI and Hardware Integration**: The emergence of new hardware as a platform for AIOS is anticipated [7] - **Native AI Applications**: The potential for intelligent agents to redefine social interactions is acknowledged [7] - **Infrastructure for Agents**: A new infrastructure tailored for intelligent agents is expected to develop [8] Characteristics of Successful Founders - Lenovo Ventures emphasizes four key traits in successful Agent entrepreneurs: - **Youthfulness**: A youthful mindset is seen as crucial for innovation [9] - **Experience**: Founders with deep industry knowledge are favored [9] - **Originality**: The ability to innovate from scratch is essential [10] - **Resilience**: The capacity to pivot and adapt is important for success [10] Advice for AI Entrepreneurs - Entrepreneurs are advised to develop their agents to exceed existing model capabilities by at least six months to lead in the market [11][12] - The importance of defining new paradigms in the industry is stressed, with examples of companies like Cursor demonstrating the potential for agents to lead foundational model development [12][13] Market Strategy - The trend of targeting global markets from day one is noted, with a focus on the vast opportunities presented by AI innovations [15][16] - The competitive landscape is characterized by the need for startups to engage directly with large companies, leveraging their unique innovations to capture market attention [13][14]

Core Viewpoint - The article discusses the rising global influence of China's cultural "new three samples" (online literature, web dramas, and online games) and their potential for high-quality development in the digital age, emphasizing the unique advantages of Chinese creators in storytelling and cultural representation [1][2]. Group 1: Cultural "New Three Samples" Overview - The cultural "new three samples" have gained significant traction overseas, with online literature generating an estimated revenue of 4.815 billion yuan in 2024, micro-short dramas achieving nearly 55 million downloads, and self-developed games earning over $18.5 billion in overseas sales [2]. - Popular titles like "Black Myth: Wukong" and dramas such as "Sifeng" and "Changyue Jinming" have topped sales charts in multiple countries, showcasing the global appeal of Chinese narratives [2]. Group 2: Unique Advantages of Chinese Creators - Chinese creators leverage traditional cultural elements to enhance their storytelling, drawing inspiration from classic literature and historical texts [2]. - The integration of traditional culture into online games, such as the martial arts game "Naraka: Bladepoint," highlights the global interest in Chinese cultural themes [2]. Group 3: Technological Role in Cultural Dissemination - Technological advancements, particularly in AIGC (Artificial Intelligence Generated Content), are reshaping the production and distribution of cultural content, with projections indicating a significant increase in animated micro-short dramas by 2025 [4][5]. - Companies are utilizing AI to streamline content creation processes, enhancing efficiency and allowing creators to focus on emotional expression and artistic innovation [5]. Group 4: Quality as a Key to Success - The consensus among industry experts is that high-quality content is essential for successful overseas dissemination, with premium works achieving spontaneous recognition even without translation [6][7]. - The characteristics of quality content include engaging narratives and emotional resonance, which are universally understood [3][7]. Group 5: Industry Ecosystem and Support - The micro-short drama industry is transitioning towards quality enhancement, with leading platforms implementing stricter review standards and support measures to foster a sustainable environment [8]. - Initiatives like the establishment of the "Cultural 'New Three Samples' Innovation Cooperation and International Exchange Center" aim to strengthen the industry ecosystem and promote international collaboration [9].

Core Insights - Pan Xin, former head of visual model AI platform at ByteDance, has joined Meituan to lead multimodal AI innovation [1] - Meituan's strategic focus for 2025 is on the competition in food delivery and advancements in AI technology [1] - The company aims for an aggressive approach in AI technology rather than a defensive one, as stated by founder Wang Xing [1] Group 1: Personnel Changes - Pan Xin has a strong background in AI, having previously worked at Google DeepMind, Baidu, Tencent, and ByteDance [1] - His roles included leading the optimization of PaddlePaddle at Baidu and overseeing AIGC and visual model AI platforms at Tencent and ByteDance [1] Group 2: AI Development - At Meituan, Pan Xin is responsible for the development of applications related to multimodal AI, including the LongCat App [1] - The LongCat AI model's progress was first disclosed by Wang Xing during a conference call in Q1 2025 [1]

Core Viewpoint - Jiangbolong plans to raise 3.7 billion yuan through a private placement to actively invest in high-end AI storage, storage controller chips, and advanced packaging and testing [1] Group 1: Fundraising and Investment Plans - The company intends to use 880 million yuan of the raised funds to develop storage products targeting the AI sector, including enterprise-level SSDs and high-end consumer SSDs [1] - The company is expanding its enterprise storage business by leveraging self-developed technology and actively participating in major client technology and new product bidding [1] Group 2: Market Growth and Opportunities - The global AIGC wave and the "Digital China" top-level planning are providing new growth momentum for the storage market [1] - As a leading independent memory manufacturer in China, the company is advancing its domestic and international dual-wheel layout in the storage industry, indicating significant growth potential [1] Group 3: Financial Projections - The company's projected net profit attributable to shareholders for 2025, 2026, and 2027 is expected to be 1.16 billion, 1.85 billion, and 2.32 billion yuan, respectively [1] - Corresponding price-to-earnings ratios for 2025, 2026, and 2027 are forecasted to be 99, 62, and 49 times, respectively, maintaining a "buy" rating [1]

Core Insights - The "post-00s" demographic in mobile internet has reached 179 million monthly active users, accounting for 14% of the total online user base, with a year-on-year growth of 10.1% [1][7] User Engagement and Behavior - The average monthly usage time for "post-00s" users is 217.6 hours, and the average number of uses is 3296.7 times, both significantly higher than the overall user average by 18.7% and 24.0% respectively [9][12] - "Post-00s" users show a strong preference for mobile video, social interaction, and gaming, with mobile video usage time accounting for 37.1% of their total usage, reflecting a 1.3 percentage point increase year-on-year [14][18] Application Preferences - In the AIGC sector, the monthly active user numbers for Doubao, DeepSeek, and Tencent Yuanbao are 42.72 million, 26.97 million, and 6.785 million respectively, indicating a strong engagement with these platforms [23][24] - The gaming preferences of "post-00s" users are concentrated in MOBA, strategy, and shooting games, with popular titles like "Honor of Kings" and "Happy Elimination" leading in user numbers [27][26] Consumption Patterns - "Post-00s" exhibit stable online consumption willingness and capability, with over 90% showing medium to high consumption intent, and nearly 80% of users having a spending capacity between 1000-2999 yuan [20][22] - The e-commerce landscape is dominated by major platforms like Taobao, JD, and Pinduoduo, each with over 100 million monthly active users from the "post-00s" demographic, reflecting a double-digit growth trend [33] Urbanization and Demographics - High urbanization rates among "post-00s" are evident, with significant concentrations in first-tier and new first-tier cities, driven by advantages in education, employment, and digital infrastructure [16] Social and Emotional Consumption - "Post-00s" display a dual-track emotional consumption pattern, seeking both personal fulfillment and social capital accumulation, which shapes their overall value satisfaction [39][41] - The interest in live events and high-interaction entertainment activities is notable, with a significant proportion of "post-00s" engaging in esports and offline performances [44]

Core Viewpoint - Qunhe Technology is systematically opening its underlying spatial intelligence capabilities to accelerate the application of technology across various industries, transitioning from a 3D software provider to a spatial intelligence infrastructure provider [3][5]. Group 1: Aholo Spatial Intelligence Open Platform - The Aholo platform integrates 14 years of core capabilities in spatial reconstruction, generation, editing, and understanding, and will gradually open these as underlying models and tools for broader industry applications [5]. - The platform is currently in internal testing, allowing developers and enterprises to access capabilities via API or SDK, enabling the rapid construction of high-fidelity holographic 3D spaces [7]. - A strategic partnership was formed with Huace Film & TV to enhance the application of spatial intelligence technology in film content creation, aiming to improve production efficiency and artistic expression [7]. Group 2: LuxReal 3D AI Content Creation Tool - LuxReal, a 3D AI content creation tool developed by a young team at Qunhe, aims to enhance the "spatial consistency" of AI-generated videos [9][11]. - The tool utilizes Qunhe's self-developed AI 3D generation model, Lux3D, to create a 3D Agent system that ensures temporal and spatial consistency in video content generation [11]. - LuxReal addresses common issues in existing AI video generation technologies, such as object displacement and spatial logic confusion, thereby enhancing the usability of AI-generated videos in various fields [11]. Group 3: Spatial Intelligence Applications - Qunhe Technology has introduced 3D Gaussian technology into AI spatial training, significantly improving the realism and physical consistency of simulation environments [13]. - Collaborations with companies like Motphys and Digua Robotics aim to innovate robot simulation training solutions, addressing challenges in scene generalization and training efficiency [13]. - A partnership with PICO aims to create the world's largest interactive XR asset library, leveraging Qunhe's spatial data sets to support XR content production [13]. Group 4: Product Matrix Upgrades - Over the past year, Qunhe Technology has upgraded its product matrix to achieve deeper AI integration, exemplified by the launch of an AI intelligent design platform by CoolJia, which enhances design efficiency by 100 times [14]. - Collaborations with various embodied intelligence companies aim to expand the capabilities of the SpatialVerse platform, exploring new human-machine collaboration models in industrial settings [14].

Core Insights - The development of AI technology is transforming the film industry, creating a new market that significantly reduces production costs and enables the concept of "one-person film crews" to become a reality [1] - Experts express cautious optimism about whether AI can surpass human creativity and produce truly classic artistic works [1] - The Chinese film market is rapidly adopting AI technology, with both traditional film companies and tech giants entering the space to capture market opportunities [1] Group 1: AI in Film Production - 2024 is referred to as the "AI Film Year" in China, marked by the release of the first AIGC sci-fi short drama, "Sanxingdui: Future Revelation," which gained significant attention shortly after its launch [2] - The production of "Sanxingdui: Future Revelation" involved a dedicated team formed by Bona Film Group, resulting in 13 episodes over 5 months, showcasing a significant reduction in costs compared to traditional filmmaking [2] - The introduction of digital virtual characters, such as the lead character Wu Xingyan, represents a new asset class in AI, eliminating the need for contracts and allowing for rich character development [2] Group 2: Technological Advancements - The AI film era allows individual creators to possess capabilities previously exclusive to large studios, drastically reducing the time required for creative processes from months to hours [3] - Lenovo's AI tools and services are designed to empower creators, enabling them to have their own "dream factory" and facilitating collaboration among multiple AI agents [3] - Lenovo's Tianxi AI serves as a creative partner, enhancing scriptwriting and storyboard design, thus achieving the "one-person film crew" effect [3] Group 3: AI-Generated Content - The "Global AI Film Marathon" showcased the potential of AI in filmmaking, with a short film created by a single individual winning awards for best technology and best IP creativity [4] - AI has been integrated into various stages of film production, including scriptwriting and post-production, demonstrating its capability to generate complex scenes and characters [4] - The collaboration between the visual generation model "Keling AI" and nine renowned directors resulted in nine AIGC short films, marking a significant milestone in AI's application in film creation [4] Group 4: Future Prospects - An AI creative company in Suzhou plans to release the first AI-produced feature film in China, with production costs projected to be less than one-tenth of traditional methods while maintaining comparable quality [5]

来源：环球网 12月7日，由中国建筑装饰协会建材家居分会指导，实战企业管理研究院主办的"实战派，创未来"校董 私享会—2026策略解析暨《2026中国建材家居装饰行业实战白皮书》启动仪式，在上海隆重举行并取得 圆满成功。 本次校董私享会汇聚了来自AI、IT、家装、建材家居、系统服务等领域多位杰出企业家与专家、精英， 旨在搭建一个高价值、深层次的对话平台，共同研判经济趋势，探索行业未来，分享实战经验，推动实 质性的资源共享与战略合作，并通过2026实战策略解析及行业白皮书的启动，为行业开启更实战、实效 的思维范式。 精英汇聚共话时代机遇与挑战 活动由实战企业管理研究院副院长张刚主持，在富有建设性的氛围中拉开帷幕。在张刚介绍"校董私享 会"的发起初心和主旨及主题后，进入"超级大咖秀 拯救不开心"分享环节。与会嘉宾围绕宏观经济走 势、新兴技术和行业趋势及市场新特点等核心议题，进行了深度探讨。会议特别聚焦于家居建材这一重 要民生领域，就其在新时代下面临的机遇与转型路径交换了真知灼见。 上海关镇铨整装总经理郅富介绍了他加入关镇铨后对文化与数字化改造的思考及历程，总结企业发展的 核心要点，既是战略与文化，包括数字化的改造 ...