文 | 脑极体 每到岁末年初，我们就会被众多研究机构的预测所包围。不少科技公司的朋友，也希望跟我们交流一下 对来年的行业趋势的看法。 他们都表示，平时忙于本职工作，往往只关注自己所在的特定领域，以及自家和友商明年想推什么产 品。到了年底复盘、年度规划的时候，更渴望跳出单一视角的局限，以更全面、宏观的维度，审视整个 行业的变化。找来找去，似乎就我们平时关注的技术领域格外全面，AI、云、终端、通信、计算、软 件等都有涉及。 为啥不只盯着AI算法，非要关注这么多技术领域？背后的逻辑有点类似查理·芒格的格栅理论，这么多 技术概念相互交织，才能构建多因素综合的认知框架，对产业进行全局观察和综合研判，从而预测某一 个具体技术可不可靠、能否落地。 结合2025年我们对多个技术领域的实地走访与观察，一个核心感受是：2026年，科技行业不会再上演概 念的狂飙突进，开始进入现有技术能力的消化期。 诸多热点退潮的2026，将是一个祛魅之年。 当浮华褪去，比起踩中风口，提高容错率才是对个人和企业真正重要的事情。所以我们不打算预测来年 热点，更希望帮大家预测下什么会凉，提前祛魅。 提到祛魅之年，首当其冲的就是英伟达叙事。 智算市场的2 ...

Group 1 - The company announced a change in its investment plan, opting to establish a wholly-owned subsidiary in Hong Kong to conduct international submarine cable business, maintaining the investment amount at 320 million yuan [1] - The decision to change the investment plan was made to optimize the approval process for foreign direct investment and enhance operational efficiency in the submarine cable sector [3] - The company has a solid financial position, and the investment will not adversely affect its financial or operational status, as the funds will come from its own resources [3] Group 2 - The company has been focusing on cloud services for over 20 years, aiming to become a leading provider of internet communication cloud services globally [2] - Submarine communication cables account for over 95% of international data flow, making them crucial infrastructure for global communication and supporting China's network strategy [2] - The company has invested tens of millions of yuan in procuring submarine cable resources since 2024, establishing high-capacity backbone networks connecting Europe, Asia, and America [2]

掘金北斗业务市场空间 日前，航天宏图披露半年报，数据显示，今年上半年公司经营业绩仍保持快速增长，实现营业收入2.08 亿元，同比增长70.58%，归属于上市公司股东的净利润为269.78万元，同比扭亏为盈。 "公司在巩固现有业务的同时，不断突破遥感应用边界，探索新的业务增长点。"航天宏图方面表示，今 年上半年，公司利用遥感和北斗技术的成果积累，融合VR/AR技术，集成多学科、多尺度的仿真过程 及地理信息等技术，以数字化方式再现真实世界的三维场景，凭借客户资源优势，逐步拓展军用仿真市 场。 转型进度加快 谈及业绩变化的原因，航天宏图方面表示，2020年上半年，宏观经济环境下滑和新冠肺炎疫情蔓延对公 司经营发展提出了较大的挑战，公司紧密围绕董事会制订的发展战略和年度经营目标，积极拓展公司业 务，深化公司IPD改革，完善公司信息化建设，保障项目有序实施。 在安信证券方面看来，航天宏图实现业绩扭亏为盈的原因之一在于公司费用控制成效显著。数据显示， 在成本方面，航天宏图上半年毛利率较去年同期下降4.41%;费用方面，期间费用率较去年同期大幅下降 28.86%，其中销售费用率下降10.16%，管理费用率下降17.93%; ...

Core Viewpoint - The article emphasizes the importance of aligning values between Tencent Cloud and its ecosystem partners, which is crucial for long-term business growth and collaboration in the evolving digital landscape [1]. Group 1: Tencent's Ecosystem and AI Demand - In the past year, AI has significantly increased cloud demand, with China's daily AI token consumption reaching 30 trillion, growing over 300 times in 18 months [3]. - Tencent encourages its ecosystem partners to adopt flexible business cooperation models to effectively deliver AI solutions [3]. - The "千域计划" (Thousand Domains Plan) has led to a 153% growth in the "integrated" cooperation model by 2025, with project completions increasing by over 150% compared to the previous year [3]. Group 2: Digital Transformation in Agriculture - Tencent Cloud's collaboration with partners like 恒创融慧 has enabled digital transformation in agriculture, specifically in managing dairy cattle through data-driven approaches [5][8]. - The project focuses on assessing the input-output ratio of dairy cows, enhancing operational efficiency through digital tools and AI technologies [10]. - The integration of Tencent's enterprise WeChat has improved communication and data management within agricultural operations, leading to better decision-making [8]. Group 3: Retail and Consumer Insights - Companies like 晶确科技 leverage Tencent's extensive data ecosystem to optimize retail strategies, focusing on high-value locations rather than broad distribution [12][13]. - The collaboration allows for precise matching of products to consumer preferences, enhancing the effectiveness of go-to-market strategies [15]. - The integration of AI capabilities into retail operations is expected to deepen as companies aim to utilize data for strategic decision-making [16]. Group 4: Future of AI and Business Integration - By 2025, Tencent's partners are expected to fully integrate AI agents into various business processes, enhancing operational efficiency and decision-making [16][18]. - The article highlights the necessity for higher data security as businesses increasingly rely on centralized data systems for AI applications [18]. - Tencent's ecosystem partners view collaboration as a means to align technical capabilities with industry-specific needs, creating differentiated opportunities for growth [20].

01.火山引擎将成为26年春晚独家AI云合作伙伴 02.微信辟谣"点击直播链接会被盗号" 03.小红书被质疑信息审核监管不当 04. iPhone或支持第三方耳机通知弹窗 05.影石称无人机遭大量黑帖攻击已取证立案 06.GPT首次推出年度回忆功能 07.钉钉推出企业级工作智能操作系统 08.减肥药司美格鲁肽推出口服形式 09.华与华兄弟将转让上市公司控制权 10.直播卖食品管理规定即将发布实施 据此前报道，针对22晚平台异常情况，快手回应称，当晚22时左右，平台遭到黑灰产攻击，目前正在紧急处理修复中，平台坚决抵制违规内容，相应情况 已上报给相关部门，并向公安机关报警。 火山引擎将成为26年春晚独家AI云合作伙伴 12月23日，据晚点LatePost报道，火山引擎将成为2026年中央广播电视总台春节联欢晚会独家AI云合作伙伴，字节跳动旗下的智能助手豆包也将配合上 线。 微信辟谣"点击直播链接会被盗号" 抖音曾于2019年与2021年两次成为春晚的独家互动平台。春晚逐渐成为中国仅剩的 "全民级" 晚会平台，是互联网产品们所剩不多的新用户增长渠道。在 2021年春节期间，抖音APP、抖音火山版APP以及抖音极速版 ...

Group 1 - OpenAI is seeking to raise an unprecedented $100 billion in a new funding round, which would value the company at approximately $750 billion before the investment [1] - Traditional U.S. financial investors are expected to contribute only a small portion of the total funding, around $10 billion, due to exposure limits [2] - Cash-rich tech giants like Amazon are negotiating to invest at least $10 billion, which could help OpenAI cover part of its planned $38 billion expenditure on AWS servers over the next few years [3] Group 2 - Sovereign wealth funds are seen as significant potential sources of funding, with Abu Dhabi's MGX fund and Saudi Arabia's Public Investment Fund showing strong interest [4][5] - MGX fund has previously participated in OpenAI's funding rounds and has the capacity to contribute significantly, although it may also support competitors [4] - Saudi Arabia's Public Investment Fund has engaged in discussions with OpenAI regarding participation in funding led by SoftBank, indicating a desire to support OpenAI's infrastructure projects [5]

亚马逊(AMZN.US)涨1.6%，报232.16美元。消息面上，美媒报道称，英伟达在公司CEO黄仁勋提出打造 能与亚马逊AWS竞争的云服务愿景两年多后，对其云业务战略进行了重大调整，放弃了与这些大型云 端公司正面竞争的计划。英伟达于上周重组了云团队，将其云业务的核心DGX Cloud并入了工程与运营 体系。此举表明英伟达的重心已从向外部企业客户销售云服务，转向满足公司内部研发对英伟达芯片的 需求。(格隆汇) （原标题：美股异动丨亚马逊涨1.6%，英伟达据报调整云业务战略放弃正面挑战AWS） ...

亚太地区以创新为目标 亚太地区受访者对技术的变革潜力表现出强烈的乐观态度——他们相信企业正在抓住云端所带来的机 遇，以转型业务流程、分析能力等，这种信心同样转化为对人工智能的乐观预期。 例如，三分之二（66%）的亚太受访者表示，人工智能和机器学习是其机构在未来三年内预计将采用 云服务解决方案的首要应用场景——在本次调查涵盖的所有应用场景中排名首位。生成式人工智能是 亚太受访者最广泛探索的云端人工智能应用场景，占比达到61%。 伦敦证券交易所集团（LSEG）近期针对云端应用——包括云端人工智能应用——开展的调查显示， 受访者普遍认为这两项技术组合将深刻重塑金融服务行业。然而，各地区在当下对人工智能的应用方 式存在差异，这可能会影响其未来的全球竞争力。 在伦敦证券交易所集团（LSEG）近期开展的云端应用调查中，全球91%的受访者表示，其所在机构 已在人工智能项目中采用云服务，或计划在未来12个月内启用云服务。然而，在亚太、美洲和欧洲三 大区域中，云战略和人工智能规划各不相同。这些差异化的路径预计将在未来几年塑造各地区因人工 智能应用而产生的竞争优势。 此次调查共有来自全球的453位金融服务高管参与。其中近三分之二 ...

Core Viewpoint - The conference highlighted the collaboration between Shunwang Technology and Intel, focusing on cloud service ecosystems and the application of all-optical networks and edge computing in the digital economy [1][2]. Group 1: Cloud Service Development - Shunwang Technology launched the "Shunwang E-sports Cloud Computer CITY version," designed for 5ms latency scenarios, which is a key component of the "Shunwang E-sports Cloud" matrix [1][2]. - The company has established a multi-latency cloud service system, including 1ms latency for professional e-sports, 15-30ms for general entertainment, and the CITY version targeting 5ms latency for digital consumption scenarios [1][2]. Group 2: Operational and Experience Enhancements - The CITY version emphasizes four capabilities: dedicated transmission channels for stability, unified cloud management for cost reduction, centralized data storage with security measures, and seamless integration with Shunwang's content ecosystem [2]. - The "Shunwang Family Bucket" integrated solution was introduced, addressing operational challenges in the internet café market by combining various products to enhance compatibility and efficiency [2]. Group 3: Strategic Partnerships and Future Outlook - Industry experts believe Shunwang Technology is accelerating its transformation by leveraging its long-standing presence in the internet café sector and collaborating with partners like Intel to enhance network and computing capabilities [2][3]. - The chairman of Shunwang Technology stated that the CITY version allows cloud services to be more accessible, indicating potential growth in various scenarios such as shopping malls and campuses [3].

Core Viewpoint - Amazon is negotiating to invest at least $10 billion in OpenAI, potentially pushing the latter's valuation to over $500 billion [2][9] Group 1: Investment and Valuation - The proposed investment aims to support OpenAI's substantial infrastructure spending, with OpenAI committing to spend $38 billion on Amazon Web Services (AWS) over the next seven years [3][5] - OpenAI's valuation has reached $500 billion in private equity sales, but maintaining its leading position requires significant capital, with projections indicating over $100 billion in expenses for server expansion and talent acquisition over the next four years [9][8] Group 2: Technological Collaboration - A key aspect of the deal is OpenAI's plan to adopt Amazon's proprietary Trainium AI chips, marking a significant step in reducing reliance on Nvidia [3][6] - OpenAI is also collaborating with Broadcom to develop dedicated AI server chips and has agreed to use chips from AMD, further diversifying its supply chain [6] Group 3: Strategic Limitations - Due to Microsoft's exclusive rights, Amazon cannot resell OpenAI's models to its cloud customers, which limits the commercial scope of their collaboration [3][9] - The focus of discussions has shifted to specific application scenarios, including the potential sale of enterprise versions of ChatGPT to Amazon employees and exploring e-commerce integration opportunities [9][10] Group 4: Competitive Landscape - The negotiations highlight the complex competitive dynamics among tech giants, with Amazon seeking to balance its AI strategy by deepening ties with OpenAI amid Microsoft's investments in competitors like Anthropic [3][11] - The current landscape shows major cloud service providers engaging in cross-investments to strategically hedge in the intense AI arms race [12]