21世纪经济报道记者李览青 1月19日，《中共上海市委关于制定上海国民经济和社会发展第十五个五年规划的建议》（以下简称"上海'十五五规划建议'"或"《建议》"）全 文对外发布。 上海"十五五规划建议"指出，到2035年，上海"五个中心"功能全面升级，人均地区生产总值比2020年翻一番。 在上海国际经济中心、国际金融中心、国际贸易中心、国际航运中心、国际科技创新中心的"五个中心"建设过程中，国际金融中心是关键一环 和重要支撑，与其他四个中心相互联动。 上海"十五五规划建议"明确提到，"五个中心"是上海社会主义现代化建设的关键所在。必须坚持创新引领、联动发展，发挥央地协调推进机制 作用，着力强化全球资源配置功能、科技创新策源功能、高端产业引领功能、开放枢纽门户功能，坚持智能化、绿色化、融合化方向，牵引带 动现代化产业体系建设，加快培育发展新质生产力。 三方面增强国际金融中心竞争力与影响力 在"十五五"时期，上海增强国际金融中心竞争力和影响力的工作，将分为三个部分。 信达期货研究所在研报中指出，从2021年至今，外汇期货迟迟未推出的原因，包括汇率形成机制不完善、实需原则有待突破、监管协调统筹较 难等三个方面。 "外 ...

来源：中国新闻网 中国国际经济交流中心学术委员会副主任、原总经济师陈文玲在19日举行的中新社国是直通车"2026年 中国经济形势分析会"上发言。 国是直通车 汪俐辰 摄 在陈文玲看来，去年中国经济向优向新发展，结构发生变化：传统产业在加快转型升级。战略性新兴产 业进一步优化，形成产业链、供应链集群，出现一大批能够带动行业发展的头部企业或者链主。量子计 算、工业机器人、人工智能和大模型等未来产业，发展也很快。 陈文玲说，更加积极的财政政策、适度宽松的货币政策也发挥了非常重要的作用，使统一大市场保持了 活力和动能。特别是民营经济促进法的出台、市场准入负面清单的修改等，为激活市场提供了制度性保 障。此外，进出口贸易和对外开放迈出较大步伐，"开放大门越开越大，开放的中国对开放的世界起到 重大引领作用。"(完) 初步核算，2025年全年国内生产总值1401879亿元，按不变价格计算，比上年增长5.0%。 "这份沉甸甸的成绩单，充分说明2025年中国经济总体运行平稳，达到预期目标。"陈文玲认为，中国经 济在去年"顶压前行"，遭遇压力：大国竞争相当激烈；国际格局正在重塑；"贸易战"的影响；国内的老 问题和新挑战等。在这些重 ...

根据《金融时报》的爆料，苹果将在新版Siri和其他智能功能中使用谷歌的Gemini大模型作为底层技术。这意味着，未来iPhone用户日常和Siri的日常交互， 很可能背后运行的是谷歌的AI引擎。 据小事哥了解，这项合作可能需要苹果每年向谷歌支付高达10亿美元，总金额或高达50亿美元。虽然Gemini将成为苹果"Apple Intelligence"的重要组成部 分，但据苹果承诺，谷歌并不会从中获取iPhone用户的隐私数据。 从目前来看，Gemini的加入确实能在短时间内提升Siri的智能表现，为iPhone 17以及未来设备增加竞争优势。 对此，苹果进行了回应。他们强调，Gemini仅作为技术支持，不会介入用户隐私，也不会干预系统层面的决策。 其实，苹果早就意识到自己在大模型上的落后。去年原计划发布的全新版Siri至今未见踪影，尽管苹果过去三年的研发投入稳定保持在营收的8%左右，但进 展却不尽如人意。不少关键技术人员被OpenAI和谷歌挖走，团队内部进度缓慢。当OpenAI和Anthropic的模型相继商用，苹果却还处于调试阶段。 小事哥认为，苹果此次选择与谷歌的Gemini合作，本质上是一次务实的短期策略 ...

Core Viewpoint - The article discusses Tencent's position in the AI landscape, highlighting its slower pace compared to competitors like ByteDance and Alibaba, while also emphasizing its strategic focus on application-level optimization rather than large model development [3][4][6][10]. Group 1: Tencent's AI Strategy - Tencent's AI strategy has been perceived as conservative, focusing on application-level enhancements such as advertising algorithms and content recommendations, rather than investing heavily in large model technologies [7][10]. - Despite concerns about falling behind, Tencent's management believes that the current competition in AI is close, with no single model dominating the market [6][10]. - The company has been cautious in its approach, reflecting a history of prudent financial management during market downturns, which has shaped its current strategy [9][10]. Group 2: Competitive Landscape - By 2025, AI applications have transitioned from hype to initial commercialization, with notable overseas companies achieving significant valuations, indicating a competitive environment [3]. - Tencent's AI application "Tencent Yuanbao" has significantly lower daily active users compared to ByteDance's "Doubao," indicating a need for improvement in user engagement [4]. - The article notes that U.S. companies are investing approximately ten times more in AI than their Chinese counterparts, which may limit opportunities for Chinese firms like Tencent [6]. Group 3: Talent Acquisition and Investment - Tencent has made significant investments in talent acquisition, including hiring top researchers from competitors and offering competitive salaries to attract graduates [12]. - The company reported a capital expenditure of 102.3 billion yuan from Q3 2024 to Q2 2025, a 178% increase year-on-year, indicating a strong commitment to AI infrastructure [15]. - Tencent has launched over 30 new models and integrated them into more than 900 business scenarios, demonstrating its ongoing efforts to apply AI effectively [15]. Group 4: Future Outlook - The competition in AI is evolving from a focus on model parameters to a more complex battle involving capital efficiency, infrastructure, and user engagement [16]. - Tencent aims to create a "social × service × AI" ecosystem, leveraging its existing user base and services to enhance AI integration [10]. - The article concludes that Tencent's unique ecosystem, particularly through WeChat, positions it well to develop AI applications that are practical and user-friendly, potentially leading to a sustainable competitive advantage [18].

Core Insights - The article discusses Tencent's position in the AI landscape, highlighting its slower pace compared to competitors like ByteDance and Alibaba, which have made significant strides in AI applications and user engagement [1][2][4]. Group 1: Tencent's AI Strategy - Tencent's AI application "Tencent Yuanbao" has approximately 200,000 to 300,000 daily active users as of early March 2025, significantly lower than ByteDance's "Doubao," which is nearing 30 million [2]. - Historically, Tencent's AI focus has been on application-level optimization rather than foundational large models, which some view as a strategic misstep [5]. - Tencent's internal discussions reveal a cautious approach to investing heavily in large models, with a belief that current AI products have not yet disrupted its core social and content business [4][5]. Group 2: Competitive Landscape - Investment analysts note that leading U.S. companies are investing about ten times more in AI than their Chinese counterparts, making the AI opportunities for Chinese firms appear limited [4]. - The competition in AI is evolving from a focus on model parameters to a more complex battle involving capital efficiency, infrastructure, and user engagement [13]. Group 3: Talent Acquisition and Investment - Tencent has recently intensified its talent acquisition efforts, hiring top researchers from ByteDance and offering competitive salaries to attract graduates [11]. - From Q3 2024 to Q2 2025, Tencent's capital expenditure reached 102.3 billion yuan, a 178% increase year-on-year, indicating a strong commitment to AI investment [11]. Group 4: Application and User Engagement - Tencent has released over 30 new models under its "Hunyuan" model, applied across more than 900 internal business scenarios, demonstrating ongoing application development [12]. - Successful application of AI tools is linked to user scale and market foundation, with Tencent focusing on creating a "social × service × AI" ecosystem to enhance user engagement [9][12]. Group 5: Future Outlook - The article suggests that Tencent's unique ecosystem, which integrates communication, social, content, payment, and business, positions it well for future AI developments [14]. - The competition among companies like Tencent, ByteDance, and Alibaba is framed as a race to find sustainable business models in AI, with Tencent's strategy emphasizing the evolution of its existing ecosystem [9][14].

Core Viewpoint - The company aims to create a groundbreaking AI company similar to OpenAI, focusing on original innovation in embodied intelligence [4][5][47]. Background and Experience - Wang Qian, the founder, has a diverse academic background, including a degree in electronic engineering from Tsinghua University and a PhD in Robotics Learning from USC, which contributes to his unique perspective in the AI field [4][6]. - He has been involved in neural networks since 2009 and was one of the earliest adopters of deep learning in China, missing a significant opportunity for a Turing Award-level discovery [5][8]. Investment and Funding - The company recently completed a 1 billion RMB A++ round of financing, led by ByteDance, indicating growing investor confidence in its vision [5][47]. - Wang Qian believes that the Chinese capital market often undervalues unique technological innovations, which has made early-stage financing challenging [47]. Technological Approach - The company is focused on developing an end-to-end embodied intelligence model, rejecting traditional layered or specialized models, which Wang argues have not yielded significant results over the past 80 years [26][29]. - Data quality is emphasized as the primary bottleneck in improving model performance, with a shift in focus from model algorithms to data collection and quality [30][41]. Market and Competitive Landscape - The company perceives a clear distinction between its AI-driven approach and competitors focused on traditional robotics, which do not integrate AI effectively [61][62]. - Wang Qian predicts that the commercialization of robotics will begin in earnest by 2026, with the company aiming to achieve positive ROI in specific applications such as household chores and industrial tasks [57][60]. Future Vision - The company aspires to be a leader in the field of embodied intelligence, with a long-term goal of achieving significant advancements akin to those of OpenAI [47][65]. - Wang Qian expresses confidence in the potential of Chinese companies to excel in the AI sector, particularly in the foundational stages of development [64].

摩尔线程是一家以全功能GPU芯片设计为主的国家专精特新"小巨人"企业，致力于向全球提供加速计算 的基础设施和一站式解决方案，为各行各业的数智化转型提供强大的AI计算支持。殷勇察看全功能 GPU芯片产品，了解企业运营发展、关键技术研发突破、未来研发规划等情况，指出，当前随着人工智 能的快速突破性发展，算力需求呈现爆发式增长态势，希望企业紧抓机遇，发挥先发优势，抢占市场先 机，加大技术研发力度，与更多头部企业开展合作，构建世界领先、自主可控的人工智能生态，推动国 产算力在更多关键领域和场景中落地应用。 殷勇在调研时强调，北京是中国人工智能创新资源最丰富的城市，近年来加快推动人工智能创新发展， 加速推动技术演进，持续深化融合应用，精心营造创新生态，人工智能产业发展取得较好成效。要聚焦 前沿领域强化技术创新，加大大模型、核心算法等关键领域核心技术攻关，推动取得更多技术创新突 破。要深入实施"人工智能+"行动，持续推动垂直应用和融合应用，赋能带动人形机器人等未来产业发 展。针对医疗、教育、文化消费等领域需求，推出一批标杆性示范应用场景，推动人工智能赋能千行百 业。市有关部门和区要加强算力、数据、平台、人才等要素供给，全 ...

Core Viewpoint - The Shanghai Municipal Committee has released recommendations for the 15th Five-Year Plan, emphasizing the establishment of Shanghai as a global center for RMB asset allocation and risk management [1] Financial Development - Accelerate the construction of a global RMB asset allocation center and risk management center [1] - Expand cross-border and offshore financial service functions, enhancing cross-border investment and financing facilitation [1] - Enrich currency hedging tools and optimize the offshore account system [1] Offshore Financial Services - Promote the development of offshore credit and free trade offshore bonds, while improving regulatory frameworks and business rules [1] - Create offshore financial (economic) functional zones [1] Market Connectivity - Deepen the interconnection between domestic and foreign financial markets [1] - Actively promote the establishment of an international financial asset trading platform in Shanghai [1] - Explore pilot programs for RMB foreign exchange futures trading [1] Global Financial Network - Support financial institutions in expanding their global service networks [1] - Diversify RMB-denominated financial product offerings to advance RMB internationalization [1] Risk Management - Enhance international reinsurance underwriting capabilities and service levels [1] - Strengthen financial regulation and accelerate the construction of a financial risk monitoring and early warning system [1] - Utilize technologies such as blockchain and large models to improve financial risk identification and management [1] Financial Stability - Improve the resilience of financial infrastructure and ensure the reliability of both hardware and software [1] - Strengthen responses to financial risks to ensure stable financial operations [1] Collaborative Development - Deepen the collaborative development of the Shanghai-Hong Kong international financial center [1] - Continue to successfully host the Lujiazui Forum [1]

Core Insights - The article highlights a surge in consumer activity in Shenzhen's Huaqiangbei commercial pedestrian street, focusing on "tech New Year goods" as part of Guangdong's "Guangdong Goods Going Global" spring initiative [1][2] Group 1: Consumer Trends - Huaqiangbei is showcasing a variety of tech products such as drones, robots, and AI toys, marking a shift from traditional New Year goods to a focus on technological innovations [2][3] - The area has organized a unified display and promotional campaign involving 35 specialized markets, emphasizing Guangdong's manufacturing capabilities in smart terminals, smart home appliances, and 3C digital accessories [2][3] Group 2: International Engagement - There is a notable increase in international visitors and buyers from regions like Southeast Asia, the Middle East, and Europe, with daily foot traffic reaching approximately 750,000, including over 7,000 foreign visitors from 183 countries [4] - To enhance the experience for international buyers, Huaqiangbei has improved services such as multilingual signage, foreign card payments, and tax refund options [4] Group 3: Online and Offline Integration - The spring consumer activities have extended to online channels, with brands utilizing e-commerce platforms, live streaming, and special promotions to boost sales [6] - Huaqiangbei is creating an open application scenario where products undergo functional demonstrations and real-time experiences, forming a complete cycle from display to after-sales service [6] - The trend of integrating emotional interaction capabilities into products is expanding consumer demand, with a reported over 10% year-on-year growth in related sectors such as dining, tourism, and accommodation during the New Year activities [6]

截至2026年1月16日收盘，新媒股份(300770)报收于45.77元，下跌3.8%，换手率3.22%，成交量7.34万 手，成交额3.39亿元。 董秘最新回复 投资者： 尊敬的董秘，贵公司2025年已投资长剧（网络剧+电视剧）5部、精品横屏中剧23部、竖屏短 剧14部，请问这些所投之剧所产生的相应分红等收益是否会体现在四季度财务报表里 董秘： 尊敬的投资者，感谢您的关注！公司参投的长剧、中剧及短剧目前正按计划陆续上线播出，相 关收益将随着各剧集的排播进度、平台分账结算节奏以及合同约定的收入确认条件，分期体现在后续财 务报表中。关于公司各项业务的经营业绩情况，请关注公司在巨潮资讯网披露的定期报告。 投资者： 贵公司有没有通过aigc等来实现AI技术的生成，还有贵公司的大模型什么时候出来 投资者： 尊敬的董秘，贵公司只在上市头两年出过业绩预告，之后就再也没有出过业绩预告了，按照 证监会的说法是上市公司也可以在定期报告披露前主动披露业绩快报，希望能主动公告业绩预告，即便 业绩没有啥增长也可以提前预告 董秘： 尊敬的投资者，感谢您的关注和建议！关于公司经营业绩情况，请关注公司在巨潮资讯网披露 的相关公告。 当日关 ...