Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgent need for energy to support its growth [1][2][3] - A specific company is highlighted as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI technologies [3][7] Investment Landscape - Wall Street is investing hundreds of billions into AI, but there is a looming question regarding the energy supply needed to sustain this growth [2] - AI data centers consume energy equivalent to that of small cities, leading to concerns about power grid strain and rising electricity prices [2] Company Profile - The company in focus is not a chipmaker or cloud platform but is positioned as a vital player in the energy sector, particularly in nuclear energy and LNG exportation [7][8] - It is noted for its capability to execute large-scale engineering, procurement, and construction projects across various energy sectors, including oil, gas, and renewables [7] Financial Position - The company is described as being completely debt-free and holding cash reserves that amount to nearly one-third of its market capitalization, indicating a strong financial position [8] - It trades at less than 7 times earnings, suggesting it is undervalued compared to its potential [10] Market Trends - The company is positioned to benefit from the onshoring trend driven by tariffs, as well as the surge in U.S. LNG exports under the current administration [5][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, further solidifying the importance of energy infrastructure [12] Future Outlook - The future of AI is closely tied to energy breakthroughs, with industry leaders warning of potential energy shortages if solutions are not found [2][6] - The company is seen as a strategic investment opportunity, with potential for significant returns as the demand for AI and energy infrastructure continues to grow [15][19]

以下文章来源于AI故事计划 ，作者江畔 AI故事计划 . 人在AI时代的命运。这个编辑部致力于记录AI时代的真实故事。 重写地板价。 作者/江畔 编辑/张霞 来源/AI故事计划 (ID：AIstory1) 过 去 两 年 间 ， 从 广 告 到 游 戏 、 从 有 声 书 到 短 剧 ， AI 配 音 正 以 惊 人 的 速 度 席 卷 着 整 个 行 业。 它更快、更听话，也成本更低廉。 那些原本靠"声音吃饭"的人，不得不在AI浪潮中重新定义自己的价值。 客户几乎没了 样片交付只剩最后几天，纪录片导演He l e n却被配音卡住了。 今年3月，她为一位教育戏剧界的前辈制作一部传记片。项目收尾阶段，她需要把4 5分 钟的片子压成五分钟的精华。 片里的老人已八十多岁，每一帧都浸着几十年舞台经验，每句旁白都必须凝练、稳当， 才能撑住他的一生。 He l e n找了几家配音公司，但收到的样音总让她沮丧。要么声音太年轻，缺少岁月的层 次；要么情绪太满，破坏了老人的沉静气质。 "好的配音应该融进画面，他们给的却像两张皮。"她反复听样音，越想越焦灼。 眼看交期逼近，剪辑师提醒她："要不要试试AI？" 出乎意料，AI生成的 ...

Group 1 - Hangzhou has established a "seed" fund with a total scale of 2 billion RMB, focusing on long-term investments and hard technology, with a duration of 20 years [2] - The Zhejiang Social Security Innovation Fund has officially launched with an initial scale of 500 billion RMB, targeting key industries such as artificial intelligence and biomedicine [3] - Chengdu's Future Industry Fund has signed agreements for its first batch of sub-funds, totaling 6.5 billion RMB, aimed at advancing key technology sectors [4] Group 2 - Hong Kong's Innovation and Technology Fund has begun recruiting fund managers for a 10 billion HKD fund, with a focus on life sciences and artificial intelligence [5][6] - Sichuan has launched a 100 billion RMB electronic information sub-fund, the largest in its government-guided fund system [7] - Guangdong has established an artificial intelligence and robotics investment fund with a capital of 1 billion RMB [8] Group 3 - Nanjing has initiated a 1 billion RMB artificial intelligence fund, focusing on core areas such as industrial software and cloud computing [9] - Wuhan has set up a 1 billion RMB future intelligent venture capital fund, targeting early-stage hard technology projects [10] - Sichuan's high-end energy equipment sub-fund has been established with a scale of 1.5 billion RMB, focusing on high-end industrial equipment [11] Group 4 - Zhengzhou's Tianjian Talent Fund has been registered with a total scale of 200 million RMB, focusing on early-stage hard technology [12] - The Chuchang Tongda Industrial Fund in Wuhan has completed registration with an initial scale of 14 million RMB, focusing on the health sector [13] - Anhui's Huidao Transportation Science and Technology Fund has been established with a total scale of 1 billion RMB, focusing on transportation technology [14] Group 5 - Yantai has launched a 1 billion RMB urban development mother fund, focusing on private equity investments [15] - The Yulin Science and Innovation City Investment Fund has been established with a scale of 200 million RMB, targeting strategic emerging industries [16] - Shenzhen's Hongtu Xingjian Fund has been registered with a scale of approximately 1.68 billion RMB, focusing on private equity investments [17] Group 6 - Foshan's New Momentum Industry Fund has announced its first batch of sub-funds, with a total scale of 200 billion RMB, focusing on new energy and semiconductor industries [18][19] - Zhengzhou's Angel Investment Fund has publicized its third batch of proposed sub-funds [20] - Hunan's Jin Furong Industry Guidance Fund has announced its management institution for the high-end equipment industry sub-fund [21] Group 7 - Zhengzhou's Strategic Emerging Industry Mother Fund has publicized the results of its management institution selection [22] - Nantong's Baoyuehu Science and Technology Mother Fund has been established with a total scale of 5 billion RMB, focusing on strategic emerging industries [23] - Hainan's Haicheng Innovation and Entrepreneurship Fund is seeking to establish a sub-fund focused on healthcare [24] - Nanjing is looking to establish a silicon-based micro-display industry fund and is currently selecting fund managers [25]

【环球网科技综合报道】11月22日消息，蚂蚁灵光上线4天下载量突破100万，冲上App Store中国区免费榜第六，首个百万下载速度超过ChatGPT、Sora2、 DeepSeek等全球主流AI产品，成为2025年底表现最亮眼的一款通用AI助手。灵光迅速爆火，在X、领英等平台受到全球AI从业者、科技博主等专业人士广泛 讨论。 灵光是蚂蚁集团发布的全模态通用AI助手，首批上线"灵光对话""灵光闪应用""灵光开眼"三大功能。灵光开创性地在移动端实现"自然语言30秒生成小应 用"，并且可编辑可交互可分享，也是业内首个全代码生成多模态内容的AI助手，支持3D、音视频、图表、动画、地图等全模态信息输出，对话更生动，交 流更高效，极具信息美感。 在领英拥有9.6万粉丝的美国AI战略专家Kirk Borne认为，"闪应用"功能提升了AI应用的包容性和生产力："非技术人员也能轻松开发功能型应用，使他们 从'AI用户'转变为'AI创造者'。" 他同时指出，灵光对话通过动态、多模态的内容，对用户提问或关键词进行回应："所有内容均以简洁、极简的风格呈现""更清晰和吸引人"。 新加坡AI领域KOL Madapparambath表示 ...

全球市场这几天都盯着美联储的动静，尤其是11月上旬以来，投资者对利率路径的预期反复拉锯。 美联储在10月29日至30日的会议上，把联邦基金利率目标区间从4.50%至4.75%下调到4.25%至4.50%，这是2025年第二次降息，幅度25个基点。 联储的决定直接搅动了美股情绪。11月13日，美股三大指数全线下挫，道指跌800点左右，跌幅1.6%，标普500跌1.7%，纳斯达克跌2.3%，这是一个月来最 糟的一天。 原因主要是联储官员的鹰派评论和通胀担忧，让12月降息希望破灭。科技股和AI相关股票带头跳水，纳斯达克综合指数受重创，因为高估值股票像英伟达 和博通被抛售。 英伟达股价跌了2.81%，市值蒸发数百亿，分析师下调目标价，指出AI训练成本下降会减少高端芯片需求。 之前9月17日至18日，他们第一次降了25个基点，从4.75%至5.00%调到4.50%至4.75%。这些调整是为了应对经济增长放缓和就业市场的一些疲软信号，同时 通胀还在慢慢向2%的目标靠拢。 鲍威尔在会后记者会上说，委员会觉得经济活动在稳健扩张，就业增长强劲，失业率保持低位，但他们需要更多数据来确认通胀的可持续回落。 点阵图显示，2025年剩 ...

作为姑苏数智湾"人工智能+"集聚区的核心承体，元创智谷数字经济产业园总占地约240亩。项目依托新建元集团、深创投集团、苏州轨交集团、姑苏名城 建设集团"两地两级四方"国企共建，全力推进"拿地即开工"，打造数字经济新高地。截至目前，占地约45亩的一期项目，已签约项目41个，储备项目125 个，意向签约面积达85%，为古城保护更新发展注入强劲动能。 当前，保护区、姑苏区通过建立"人工智能+"产业发展、消费提质、民生福祉、社会治理4个工作专班，完善工作机制，加强统筹联动，大力实施"人工智 能+"行动，推动人工智能与经济社会各行业各领域广泛深度融合，助力全市"人工智能+"创新发展试验区高水平建设。 11月22日上午，元创智谷数字经济产业园一期开园仪式在苏州市姑苏区朱家湾街180号项目现场举办。活动现场，园方为17家入驻企业代表交付入园钥 匙，并与8家拟入驻企业代表签署合作协议。 苏州市委常委、姑苏区委书记方文浜在致辞中表示，保护区、姑苏区正按照苏州市委、市政府工作部署，深入践行新时代人文经济学，推动科技创新和产 业创新深度融合，形成教育、科技、人才的良性循环。元创智谷数字经济产业园是古城发展"人工智能+"的重要抓手。 ...

Core Viewpoint - He Sheng New Materials announced a significant share transfer to Moer Zhixin, resulting in a change of controlling shareholder and actual controller to Moer Zhixin and Xie Haiwen respectively [1] Group 1: Share Transfer Details - The controlling shareholder Zhao Dongming and his associates plan to transfer 44.66 million shares at a price of 33.71 yuan per share, totaling approximately 1.505 billion yuan, which represents 18% of the company's total equity [1] - Zhao Dongming has agreed to waive voting rights for 6% of the company's shares to ensure Moer Zhixin and Xie Haiwen maintain control [1] - Moer Zhixin, established in August 2025, is involved in various sectors including information system integration, AI public data platforms, software development, and integrated circuit design and manufacturing [1] Group 2: Company Background and Strategic Moves - He Sheng New Materials specializes in the R&D, production, and sales of composite materials for home appliances, with applications in refrigerators, washing machines, and air conditioners [2] - The company has been investing in AI technology and semiconductor localization, including the establishment of Shanghai Haixi Technology Co., focusing on domestic AI chip R&D and server construction [2] - In 2025, He Sheng New Materials plans to invest 250 million yuan in Yizhi Electronics, acquiring a 10% stake to deepen its strategic involvement in the semiconductor and AI hardware sectors [2]

由特朗普任命的美联储理事米兰则表示，若其投票成为关键一票，将支持降息25个基点。他还指出，美 国劳动力市场数据未达预期强度。 来源：视觉中国 美国纽约联储银行主席威廉姆斯于美东时间11月21日在圣地亚哥发表的演讲稿中表示，随着劳动力市场 的下行风险已经增强，而通胀面临的上行风险有所缓解，美联储在近期仍有进一步降息的空间。 威廉姆斯是联邦公开市场委员会（FOMC）的永久票委，倡导刺激政策，同时关注通胀高企与人工智能 推动的市场过度投资风险。他在最新演讲中指出，美国的货币政策目前处于温和紧缩状态。 受此"鸽派"（主张用更宽松的货币政策来刺激经济）言论刺激，交易员对美联储12月降息的押注明显升 温。 芝加哥商品交易所的美联储观察工具显示，截至发稿，美联储12月"降息25个基点"的概率升至近70%， 而前一天这一概率不足四成。 像威廉姆斯这样级别的官员释放"鸽派"信号，帮助美股从AI概念股的低迷中稍微缓口气。隔夜美股市场 剧烈震荡，纳指一度大涨超2%。在此之前，美股遭遇猛烈抛售。 中信证券最新研报表示，对美联储12月是否降息来说失业率更为重要，美联储在12月议息会议时难有理 由证明近两个月的失业率未升至4.5%或更高 ...

视频：21世纪经济报道 编辑：曾婷芳 见习编辑 陈泽楷 此次签约的专业化整合项目，既聚焦加快核心技术突破、壮大战略性新兴产业；又围绕优化提 升传统产业，促进重点产业链高质量发展。同时，还聚焦主责主业推动专业化整合，优化资源 配置，强强联合布局新赛道。 签约项目中，中国旅游集团牵头组建央企邮轮运营平台公司， 此次专业化整合后，船队规模 位居亚洲第一。 昨天（21日），国务院国资委组织召开中央企业专业化整合推进会并举行重点项目签约仪式， 8组项目集中签约 ，共同推动专业化整合。 项目包括央企、民企、地方政府在内的17家单位 ，涵盖新材料、人工智能、邮轮产业、检验 检测等多个重点领域。 国务院国资委相关负责人强调，开展专业化整合必须符合行业和技术未来发展趋势，坚持长期 主义、坚决杜绝片面追求短期规模而搞无关多元、无序扩张。整合要锚定"高端"发力，推进同 类业务整合是重点任务，消除低水平重复建设，提升整体效率效能。 国务院国资委副主任李镇：深耕主业实业，提升资源配置效率，聚焦主责主业，推动专业化整 合；聚焦新兴赛道，围绕产业链上下游整合优质资源，补齐核心要素，加快提升中央企业战略 性新兴产业的规模和实力，坚决走高质量 ...

Group 1 - The core viewpoint of the article highlights that over 70 billion yuan has flowed into ETFs as investors seek to capitalize on market dips, particularly favoring sectors like artificial intelligence and robotics while selling off banking and chemical-related ETFs [1][10][11] Group 2 - In the past week, the total trading volume of the Shanghai and Shenzhen stock markets reached 9.23 trillion yuan, with the Shanghai index closing at 3,834.89 points, down 3.9%, and the Shenzhen index at 12,538.07 points, down 5.13% [2][12] - The net inflow into stock ETFs and cross-border ETFs amounted to 701.21 billion yuan, with broad-based index ETFs seeing a net inflow of 359 billion yuan [2][5] - The major broad-based index ETFs experienced a total net inflow of 223.26 billion yuan, with the CSI 500 ETF alone seeing a net inflow of 57.78 billion yuan [8][9] Group 3 - In terms of sector-specific ETFs, 48 funds saw net inflows exceeding 100 million yuan, with the Southern AI ETF, robotics ETF, and medical ETF attracting significant investments of 13.96 billion yuan, 13.46 billion yuan, and 9.11 billion yuan respectively [10][11] - Conversely, 20 sector-specific ETFs experienced net outflows exceeding 100 million yuan, with banking, chemical, and coal ETFs seeing reductions of 16.08 billion shares, 12.37 billion shares, and 7.75 billion shares respectively [10][11] Group 4 - The Southern AI ETF has seen its shares surpass 2 billion, marking a new high since its listing, driven by the rapid development of the artificial intelligence sector [10][11] - The robotics ETF has also reached a new high with over 25.3 billion shares, as the industry anticipates a significant growth cycle over the next decade [11] Group 5 - A total of 22 ETFs had trading volumes exceeding 10 billion yuan during the week, indicating strong market activity [12] - Upcoming listings include 5 new ETFs tracking sectors such as chemicals, home appliances, and Hong Kong stocks, which may attract investor interest [14][15]