Core Insights - The launch of the Qianwen APP's new features is driven by Alibaba's significant advancements in visual model capabilities, particularly with the release of the Wanxiang 2.6 model, which supports various innovative functions such as audio-visual synchronization and character role-playing [1][4] Group 1: Product Features - The Qianwen APP has integrated the newly released Wanxiang 2.6 model, which is the most comprehensive video generation model globally and the first in China to support character role-playing [1][3] - The "AI Theater" feature allows users to co-star in AI-generated short films with friends or celebrities, marking a novel interactive experience in the domestic market [3][4] Group 2: User Growth and Engagement - Since its public testing began, the Qianwen APP has seen rapid growth, achieving over 10 million downloads within the first week and surpassing 30 million monthly active users across various platforms within 23 days [4] - The app has undergone an impressive iteration process, with 18 updates in just one month, enhancing its capabilities in creation, learning, and office scenarios [4] Group 3: Competitive Positioning - Alibaba's Wanxiang 2.6 model competes directly with OpenAI's Sora2, offering features such as audio-driven video generation that Sora2 has yet to implement [4] - In the language model sector, Alibaba's Qianwen is positioned to rival GPT, with significant reliance from companies like Airbnb, which prefers Qianwen over OpenAI for its cost-effectiveness and performance [4] Group 4: Open Source Contributions - Alibaba has released over 300 models globally, with downloads exceeding 700 million, establishing the Qianwen model family as the largest open-source model collection, surpassing Meta's Llama [5]

罗福莉被誉为"95后AI才女"， 曾入职阿里达摩院，后任职幻方量化、DeepSeek并成为DeepSeek-V2关键开发者。2025年11月起罗福莉担任小米 MiMo大模型团队负责人。 今日上午，在小米2025小米人车家全生态合作伙伴大会上， Xiaomi MiMO大模型负责人罗福莉完成入职后的小米首秀，并正式发布和开源最新MoE 大模型MiMo-V2-Flash。 罗福莉 表示，该模型具备超强基座模型潜能，在世界级评估榜单中排到了全球开源模型的TOP2，具备低成本高速度的特点，其成本在低于 DeepseekV3.2的情况下，推理速度是其3倍。 ...

罗福莉加入小米后的首次公开演讲，来了！ 智东西12月17日北京现场报道，刚刚，小米举办了年度"人车家全生态"合作伙伴大会，现场人头攒动座无虚席，展区不少展台都已被围观人群 挤满，讨论热度颇高。 ·相比生物演化的稳固根基，AI的发展是"空中楼阁"； ·AI进化的下个起点，一定是有一个能跟物理世界交互的模型； 小米创始人兼CEO雷军此次并未来到现场，小米集团合伙人、集团总裁卢伟冰率先登台演讲，今天第三位演讲的是当前备受关注的原 DeepSeek核心成员、被业内称为"天才少女"的罗福莉，她现在的职位是小米MiMo大模型负责人。 罗福莉在演讲过程中虽然稍显紧张，但她抛出的海量金句却句句令人印象深刻： ·AI正以非线性的方式重演人类大脑6亿年的进化史； ·语言是人类思维和物理世界在符号空间的"投影"； ·下一代智能体系统不是一个"语言模拟器"，而是一个真正理解我们世界、并与之共存的"智能体"； ·算力和数据也并非最终的护城河，真正的护城河，是科学的研究文化与方法，是将未知问题结合模型优化转化为可用产品的能力； ·开源的价值本质上是一种分布式的技术加速主义； ·开源是实现AGI的普惠化，是确保所有人类的智慧共同进化的唯一 ...

这是一期合作视频，阿里想和大家聊聊：他们如何去押注互联网的下一步。 互联网的兴衰，本质是一部交互方式的迭代史。从鼠标点击到手指触控，再到今天的自然语言意，每一次变革都伴随着旧王的陨落与新王的诞生。 2025年末，阿里集结数百名工程师，让“千问”APP杀入C端市场，这场战役的野心远不止于做一个聊天机器人。这也意味着，AI不再只是工具或应用，而正在演变为一个介于用户与平台之间的“AI Layer”。通过自研芯片、云基础设施、大模型与电商、物流、内容生态的深度耦合，阿里试图构建构建“全栈全模态”的护城河。 对比谷歌、OpenAI、亚马逊、沃尔玛等不同阵营的选择，分析传统依托流量入口的商业模式如何被AI重新洗牌？拥有“大脑”又拥有“手脚”的阿里，能否在这场将Token转化为Take-Rate的博弈中，赢得下一个十年的入场券 ？纯模型公司与生态巨头的终局之战，究竟谁主沉浮？ 你会看到： 00:00 - 00:44 从对话框开始的变化：自然语言带来的互联网第三次交互革命 00:45 - 04:19 重构入口：互联网交互的代际更替 04:20 - 04:57 巨头的全栈反击： AI入口不只是模型能力 04:58 - 05: ...

Core Insights - AI is transforming street vendors in China, introducing practical applications such as AI perfume, AI bracelets, AI chess, AI billiards, and AI haircuts, adding a unique charm to street life [1][2][4] Group 1: AI Applications in Street Markets - AI perfume is gaining popularity at markets, where customers can create personalized scents by inputting their names and MBTI types into a small program powered by a large AI model [2][4] - In Beijing's Panjiayuan antique market, AI bracelets are being sold, which utilize NFC technology to provide daily fortune updates based on user input [5][6] - AI billiards and AI chess are emerging as new attractions, with AI billiards using projection technology to guide players, while AI chess allows users to play against a robotic opponent [8][9] Group 2: Business Models for AI Street Vendors - The first business model involves AI product franchise, requiring an investment starting from hundreds of thousands, leveraging existing large AI models for new ventures [11][12] - The second model is hardware purchase and retail, where AI chess robots are sold online, allowing low-cost entry for street vendors [13][15] - The third model is self-development using user-friendly AI development tools, significantly lowering the cost and complexity of creating AI applications for street vendors [16][17] Group 3: Infrastructure and Agent Development - The rise of AI street vendors is supported by advancements in AI infrastructure, particularly the development of Agent Infrastructure (Agent Infra) that enhances the stability and efficiency of AI applications [20][22] - Various intelligent agents collaborate behind the scenes to facilitate the rapid development of AI applications without the need for professional developers [20][21] - The success of AI-enabled street vendors relies on the seamless integration of technology into everyday experiences, rather than overtly high-tech solutions [23]

另外，他还宣布，openvela开源生态持续拓展，全球合作伙伴突破100家。赋能1500+品类，搭载设备超 1.6亿台；生态覆盖升级，首次实现从IoT芯片到车用MCU的关键拓展。（新浪科技） 【#卢伟冰公布小米软硬件生态进展#：拥有120万软件开发者，硬件月活用户数7.42亿】在今日的2025 小米人车家全生态合作伙伴大会上，小米集团合伙人、集团总裁卢伟冰发表《一路同行，澎湃未来》的 主题演讲。#小米开源最新大模型##卢伟冰回应小米自研大模型开源上线# 他公布了小米软硬件生态最新进展。软件生态方面，拥有120万全球软件开发者，国内全端月分发11 亿，1800万游戏付费用户数，1300万内容与服务订阅用户。 硬件生态规模方面，全球月活用户数7.42亿，同比增长8.2%；loT设备全球连接量（不包括手机、平板 和电脑）10.4亿，同比增长20.2%；全球硬件合作伙伴15000+。 ...

Core Viewpoint - The approval of two L3 level conditional autonomous driving vehicles by the Ministry of Industry and Information Technology marks a significant step in promoting the innovation and application of intelligent connected vehicle technology in China [1][3]. Group 1: Regulatory Framework - The classification of driving automation in China ranges from L0 to L5, with L3 representing conditional automation, indicating that autonomous vehicles are now entering the market in product form [1]. - The regulatory approach emphasizes a "small cut start, conditional implementation" strategy to ensure safety in the deployment of autonomous driving technology [3]. - A dual-track mechanism for "product access + road passage" has been established, involving collaboration among various departments to create a clear safety baseline for autonomous driving applications [3][4]. Group 2: Evaluation Process - The approval process for the vehicles involved a systematic safety assessment, ensuring that the models met strict criteria regarding enterprise capability, product safety, and testing validation [4]. - Initial trials will be conducted in lower-risk environments such as highways and fast roads to validate the technology's maturity and management effectiveness before expanding the application scope [4]. Group 3: Industry Implications - The approval of L3 autonomous driving products sends a positive signal to the industry, indicating that innovations meeting regulatory standards can enter the market [6]. - The ongoing opening of the application channel for related trials will encourage collaboration among vehicle manufacturers, component suppliers, software developers, and data service providers, promoting a shift from isolated technological breakthroughs to systemic capability enhancement [6]. - With clear safety boundaries and responsibilities, innovation in autonomous driving can thrive, ensuring that users feel secure and confident in the technology [6].

新浪科技讯 12月17日上午消息，在今日2025小米人车家全生态合作伙伴大会上，小米MiMo大模型负责 人罗福莉发表《Xiaomi MiMo：小米基座大模型》主题演讲。 今年11月，前DeepSeek研究员罗福莉正式宣布加入小米，就职于Xiaomi MiMo大模型团队。此次是她加 入小米后首次对外亮相。 她在现场介绍，此次开源上线的小米MiMo-V2-Flash，具备三大特性：超强的代码和工具调用能力，这 是Agent沟通的高效"语言"；围绕极致推理效率设计模型结构，"高带宽"的 Agent 协作的关键；全新后 训练范式，高效稳定的扩展强化学习训练。 她表示，小米MiMo-V2-Flash具有超强基座潜力，虽然总参数只有309B（激活15B），但代码和Agent评 测基准上全球开源模型 Top2（大部分评测基准上超过DeepSeek V3.2和K2-Thinking，对比参数量减少了 1/2~2/3）；另外MiMo-V2-Flash具备极致推理效率，在全球大致相同水位的顶尖模型速度和成本象限 里，MiMo-V2-Flash实现了低成本、高速度。 新浪科技讯 12月17日上午消息，在今日2025小米人车家全生态 ...

Group 1 - The market experienced fluctuations on December 16, with all three major indices opening lower and declining throughout the day. The CSI Computer Theme Index fell by 1.76%, while the CSI Hong Kong-Shenzhen Cloud Computing Industry Index decreased by 2.41. [1] - Notable performers within the CSI Computer Theme Index included Siwei Tuxin, which rose over 6%, and other companies like Guiding Compass and Hohhot Information, which saw increases of over 1%. [1] - The Computer ETF (159998) recorded a net subscription of 15.6 million units, indicating strong investor interest, while the Tianhong Cloud Computing ETF (517390) experienced a decline. [1] Group 2 - Nvidia released the Nemotron3 family of open-source models, which includes Nano, Super, and Ultra versions, featuring a hybrid Mamba-Transformer architecture. [2] - The Computer ETF tracks the CSI Computer Theme Index, which encompasses both hardware and software sectors, reflecting the overall performance of the computer industry. [2] - The Tianhong Cloud Computing ETF deeply tracks the CSI Hong Kong-Shenzhen Cloud Computing Industry Index, providing access to competitive cloud computing assets across A-shares and Hong Kong markets. [2] Group 3 - According to Ping An Securities, competition in the global large model sector remains intense, driving the widespread adoption of large model applications and sustaining high demand in the AI computing power market. [3] - Leading global cloud service providers (CSPs) are experiencing rapid capital investment growth, which supports the development of the global AI computing power industry. [3] - The trend towards self-controlled AI computing chips in China is becoming a certain future development, driven by favorable policies, strong downstream demand, and significant innovation potential. [3]

Core Viewpoint - The Hong Kong stock market, particularly the technology sector, has experienced significant declines, reflecting pressures from liquidity, fundamentals, and valuation [1][3] Group 1: Market Conditions - The Hang Seng Technology Index fell nearly 3%, breaching the annual line, indicating bearish sentiment [1] - Recent slowdown in southbound capital inflows is attributed to new fund regulations, which may exert downward pressure on Hong Kong stocks [1] - The market has seen a lack of willingness for new capital entry as the year-end approaches, compounded by geopolitical factors affecting market sentiment [1] Group 2: Valuation and Investment Opportunities - The valuation of the Hong Kong internet sector is notably lower, with the CSI Hong Kong Internet Index's P/E ratio at 24.92, significantly below that of the ChiNext Index (40.04) and Nasdaq 100 (35.58) [3][4] - There is potential for a significant influx of long-term capital into the Hong Kong market, estimated at HKD 1.54 trillion by the end of 2026, driven by policy improvements and favorable tax conditions [4][5] Group 3: Investment Products - The Hong Kong Internet ETF (513770) has attracted a net inflow of HKD 853 million over nine consecutive days, indicating strong investor interest [1][5] - The ETF tracks major internet companies like Alibaba and Tencent, with over 73% of its holdings in AI-related firms, showcasing a strong focus on growth sectors [5] - For investors seeking to mitigate volatility while maintaining exposure to technology, the Hong Kong Large Cap 30 ETF (520560) offers a balanced strategy with both high-growth tech stocks and stable dividend-paying companies [5]