本报记者 贾丽 2月24日，在2026年广东省高质量发展大会上，华为技术有限公司（以下简称"华为"）董事长梁华带来了HarmonyOS（以 下简称"鸿蒙"）的最新进展。他表示，目前，鸿蒙生态正在从可用走向好用，搭载鸿蒙5和鸿蒙6的终端设备数突破4000万台， 可获取的原生应用和云服务超过7.5万个，在金融、电力、能源、交通、通信等行业得到广泛应用。 "鸿蒙生态已从单纯的技术构建迈入深度的行业渗透期，华为的昇腾计算生态也呈现出快速增长态势。"首都企业改革与发 展研究会理事肖旭在接受《证券日报》记者采访时表示，这也意味着华为"1+8+N"全场景智慧生活及"AI根技术"赋能千行百业 的战略，正式进入了"技术验收"与"商业兑现"的双重拐点。 梁华表示，目前已有43个业界主流大模型基于昇腾预训练，200多个开源模型适配昇腾生态，推动6000多个解决方案落地 应用。据了解，这覆盖了从通用基础模型到垂直行业模型的大多领域。上海人工智能实验室最新开源的万亿参数科学多模态大 模型Intern-S1-Pro，便是昇腾生态成熟度的最佳证明。该模型在昇腾AI基础软硬件上实现了全流程支持，从训练到推理，展现 了昇腾在高性能、强稳定、低 ...

Core Viewpoint - Alibaba's Qwen 3.5 model represents a significant leap in AI architecture, emphasizing efficiency and performance over sheer parameter size, positioning itself as a leading open-source model in the industry [3][19][32]. Group 1: Model Performance and Architecture - Qwen 3.5 features a total of 397 billion parameters, activating only 17 billion during inference, resulting in a 60% reduction in deployment memory usage and a 19-fold increase in inference throughput compared to its predecessor [4][20]. - The model's API pricing is set at 0.8 yuan per million tokens, making it significantly cheaper than competitors like Gemini 3 Pro, which is 18 times more expensive for similar performance [7][20]. - The model's architecture incorporates a mixed expert framework, allowing for dynamic attention allocation and efficient processing of long texts, enhancing both efficiency and accuracy [21][22]. Group 2: Multi-Modal Capabilities - Qwen 3.5 evolves from a language model to a native multi-modal model, capable of understanding and integrating text, visuals, and audio seamlessly, unlike many existing multi-modal solutions that rely on separate modules [11][12]. - The model's training involves joint learning from mixed data types from the outset, enabling it to understand deep semantics from images and construct corresponding visuals from text [12][13]. - This native integration allows for advanced capabilities such as pixel-level visual localization and understanding complex video content over extended durations [15][18]. Group 3: Market Position and Ecosystem - Alibaba's strategy includes a dual approach of releasing state-of-the-art models while maintaining an open-source ecosystem, allowing developers worldwide to access and utilize these models freely [24][30]. - The company has established a significant presence in the AI cloud market, with a projected market share increase from 33% to 36% by 2025, driven by the demand for AI-related products [26][27]. - Recent financial reports indicate a 34% year-over-year growth in Alibaba Cloud's public cloud revenue, with AI-related product revenues maintaining triple-digit growth for nine consecutive quarters [28]. Group 4: Industry Impact - The launch of Qwen 3.5 signifies a paradigm shift in the AI industry, moving from high-cost, high-complexity models to more accessible and efficient solutions that democratize AI technology [31][32]. - The model's success is expected to redefine industry standards, making AI a productivity tool available to a broader audience, thus reshaping the global AI landscape [32].

Core Insights - Huawei's latest developments in the Kunpeng and Ascend ecosystems were revealed at the 2026 New Year media salon, highlighting significant progress in open-source initiatives [1][2] Group 1: Ascend Ecosystem - The number of independent software developer partners for the Ascend ecosystem has exceeded 3,000, with developer numbers reaching 4 million [1] - Over 50 mainstream open-source communities, including Triton, PyTorch, and vLLM, have been integrated for remote support, allowing developers to access the latest technologies [1] - Huawei announced the open-sourcing of the CANN heterogeneous computing architecture in August 2025, focusing on five key areas: technical decoupling, commercial monetization, ecological collaboration, community building, and talent cultivation [1] - More than 60 clients and partners have developed over 420 high-performance operators based on CANN, with various software codes fully open-sourced to the GitCode community [1] Group 2: Kunpeng Ecosystem - The Kunpeng ecosystem has achieved significant adaptation and optimization support for mainstream open-source software in key business scenarios such as big data and databases, with independent software developer partners surpassing 6,800 and developer numbers reaching 3.8 million [2] - Over 20,000 industry solutions have been incubated, and the cumulative installation of the openEuler operating system has exceeded 16 million [2] - The openGauss database open-source project has been downloaded over 5.5 million times, particularly gaining traction in critical industries like finance, telecommunications, government, and the internet [2] - In 2026, Huawei aims to advance the open-source ecosystem through dual tracks of "participating in open-source" and "leading open-source" [2] - The Ascend ecosystem will focus on user experience, performance optimization, and ease of development, while the Kunpeng ecosystem will enhance openEuler's innovations and expand its global market presence [2]

Core Insights - DeepSeek is evolving beyond being just a "chatbot" base and is optimizing its large model's energy efficiency through architectural innovations, as evidenced by the recent release of new models and frameworks [1][3] - The competitive landscape is intensifying, with DeepSeek's new models being crucial for maintaining its industry position against major players like Google and OpenAI [1][2] Group 1: Technological Developments - In January 2024, DeepSeek released the Engram architecture, which separates "conditional memory" from "computation," aiming to reduce errors and save computational power [3] - The new model, referred to as MODEL1, is speculated to either be a lightweight model suitable for edge devices or a "long-sequence expert" designed for processing lengthy documents or code [3] - DeepSeek's commitment to cost-effective AI solutions is evident, as it aims to lower token costs, making AI development more accessible to a broader range of developers [4] Group 2: Market Position and Competition - The release of new models is seen as essential for DeepSeek to avoid falling behind competitors like Gemini 3 and GPT-5, which have demonstrated superior performance in various benchmarks [7][8] - Despite DeepSeek's strong position in the open-source community, the company faces pressure from the rapid advancements of closed-source models, which could lead to a loss of developer loyalty [10][11] - The competitive dynamics are shifting, with major internet companies increasing their investments in AI, potentially impacting DeepSeek's market share and the overall landscape for domestic AI companies [13][14] Group 3: Ecosystem and Community Impact - DeepSeek's open-source models, such as DeepSeek-V3 and R1, have gained significant traction, accounting for over half of the open-source token throughput in a short period [8][9] - The company has established a decentralized and pragmatic technical ecosystem, attracting developers interested in self-controlled and private deployments [4][6] - The ongoing developments in the open-source AI community are reshaping the narrative around Chinese AI capabilities, with DeepSeek playing a pivotal role in this transformation [5][6]

Core Insights - The article highlights OpenClaw as a groundbreaking project in 2026, marking a significant shift in AI capabilities from cloud-based interactions to local execution, embodying the trends of local AI, autonomous agents, and open-source ecosystems [1] Group 1: OpenClaw's Popularity and Growth - OpenClaw's GitHub stars surged from 8,000 to over 180,000 within a week, indicating a phenomenal growth trajectory [2] - The project has inspired numerous products, showcasing its versatility and appeal in the AI landscape [4] Group 2: Clawra - A Novel Application - A notable application of OpenClaw is Clawra, an AI companion designed to simulate a romantic partner, capable of chatting, video calls, and generating selfies [10] - Clawra has a detailed backstory and personality traits, enhancing user engagement and interaction [10] Group 3: Core Features of Clawra - Clawra's functionalities include installation setup, selfie generation using consistent reference images, and interaction across various messaging platforms like WhatsApp and Discord [12][14] - The AI can respond to user prompts with visual outputs, maintaining a coherent appearance [18] Group 4: Future Developments and User Suggestions - There is a growing interest in creating a male counterpart to Clawra, tentatively named Clawro or Kai, with similar engaging features tailored for a male audience [20] - The proposed male AI would have a unique personality and background, appealing to users seeking a virtual boyfriend experience [21][26]

Core Insights - The "Chinese solution" is positioned to lead in the AI industrialization era due to a long-term approach [2][5] - 2025 is seen as a pivotal year for large models, shifting from mere technical exploration to practical commercial applications [3][4] - Chinese large models are moving from a focus on parameters to industry-centric solutions, demonstrating resilience against computational restrictions [4] Market Adaptation - The market's adaptability has significantly compressed the iteration cycle of models from years to months or even weeks, creating an opportunity for China to "overtake" in AI [3] - Major companies like OpenAI and Google are pivoting towards cost-effective reasoning models for enterprise markets [3] Industrialization Trends - Large models are becoming "super supporting roles" in various industries, particularly in smart driving, where they operate behind the scenes [7] - Chinese automakers, supported by companies like Alibaba Cloud, are rapidly implementing AI in vehicles, achieving impressive speeds in smartization [9] Technological Advancements - Xiaopeng Motors has built a 10 EFLOPS AI computing cluster, enabling rapid iteration cycles of about five days [9] - The integration of large models into manufacturing processes is evident, with companies like Sany Heavy Industry utilizing AI agents across their operations [10] Efficiency and Cost-Effectiveness - The focus has shifted from merely achieving high scores in benchmarks to ensuring that technology is practical and cost-effective for businesses [14] - The emphasis on return on investment (ROI) for computational power is driving the evolution of AI in China, prioritizing efficiency over sheer intelligence [14] Open Source Ecosystem - The open-source strategy adopted by Alibaba Cloud is a key competitive advantage, allowing for rapid iteration and ecosystem development [22][25] - The Qwen architecture is emerging as a de facto standard in the global AI industry, with many developers leveraging it for their applications [26][28] Global Impact - Chinese AI is set to redefine global industrial standards through practical applications and open-source collaboration, positioning itself as a leader in the upcoming industrial revolution [28]

Core Viewpoint - The "Chinese solution" is more likely to lead in the AI industrialization era than ever before, driven by a long-term perspective [2][5]. Group 1: Market Dynamics and Model Evolution - 2025 is seen as the year of "demystifying" large models, as the focus shifts from mere parameter competition to practical industrial challenges [3]. - Major companies like OpenAI and Google are pivoting towards high-cost performance inference models for the enterprise market, indicating a shift in the competitive landscape [3]. - The model iteration cycle has drastically shortened from years to months or even weeks, creating an opportunity for China to "overtake" in AI [4]. Group 2: Practical Applications and Industry Integration - Large models are becoming "invisible" in product forms, reflecting the pragmatic approach of Chinese companies in industrial iterations [7]. - In the automotive sector, large models are driving intelligent driving evolution, acting as a "super base" behind the scenes [8]. - Chinese automakers, supported by companies like Alibaba Cloud, are achieving rapid industrialization of large models, exemplified by XPeng Motors' AI computing cluster [10]. Group 3: Efficiency and Cost-Effectiveness - The focus on efficiency and cost-effectiveness is reshaping the competitive landscape, with companies prioritizing practical applications over technical showmanship [16][18]. - The evolution of large model efficiency is crucial for future productivity, with Chinese AI emphasizing practical outcomes over theoretical benchmarks [21][23]. - The ability to process large volumes of data quickly is becoming a key differentiator in industries like finance and human resources [20]. Group 4: Open Source and Ecosystem Development - The open-source strategy adopted by Alibaba Cloud is a significant competitive advantage, fostering a collaborative ecosystem that enhances model evolution [26][28]. - The "Qwen Architecture" is emerging as a de facto standard in the global AI industry, with Chinese models influencing international development [28][29]. - The collaborative nature of the ecosystem allows for rapid innovation and adaptation, positioning Chinese AI as a leader in global industrialization [29].

Core Insights - The global AI competition's outcome may depend more on stable power grids and robust industrial foundations than on algorithmic parameters [1] - China's advanced infrastructure is an underestimated advantage in the AI race, with its vast domestic market providing unique strategic benefits [1][2] Group 1: China's AI Development Strategy - China is adopting a "pragmatic" approach to AI development, embedding technology deeply into its large industrial system and leveraging a vast user base for data resources [2][5] - The "AI+" initiative aims to enhance productivity across various sectors, focusing on practical applications rather than immediate financial returns [3][4] - China's emphasis on cost-effectiveness and resource efficiency contrasts with the U.S. approach, which often prioritizes closed systems and high capital expenditures [4][6] Group 2: Infrastructure and Energy - China has made significant investments in power infrastructure, positioning itself as a leader in renewable energy, which is crucial for AI development [6] - The aging infrastructure in many Western countries, particularly the U.S., presents a stark contrast to China's proactive investments, creating a strategic advantage for China in the AI sector [6] Group 3: Global Market Dynamics - Evidence of market bifurcation is emerging, with geopolitical factors likely leading to a division where U.S. AI models dominate Western markets while China capitalizes on opportunities in emerging markets [7][8] - China's open-source model, combined with competitive pricing strategies, is expected to facilitate technology penetration in new markets, potentially establishing a de facto standard in the long run [8]

Core Viewpoint - The company emphasizes an open and collaborative technology strategy, actively engaging with the open-source ecosystem and adapting its products to mainstream domestic open-source large models [2] Group 1: Technology Strategy - The company has achieved full-stack adaptation of its "training and inference integrated machine" to mainstream domestic open-source large models [2] - The strategy of "hybrid cloud + hybrid model" integrates the general advantages of open-source models with the company's self-developed large models [2] Group 2: Product Offering - The company's integrated machine products provide "out-of-the-box" private deployment solutions tailored for various industry segments, addressing customer concerns regarding data security and deployment barriers [2] - The efficient inference and low-cost characteristics of open-source small models, combined with the company's integrated software and hardware delivery model, help reduce AI implementation costs for enterprises [2] Group 3: Market Expansion - The company's approach is aimed at expanding into the small and medium-sized enterprise market, enhancing product adaptability to different scenarios and improving commercialization efficiency [2]

E-commerce and New Retail - Andrew Miles, former president of Sam's Club, joins Metro China as an advisor, focusing on the development of warehouse membership stores in the Chinese market [1] - The appointment signifies a talent competition phase in the warehouse membership store sector as more players enter the market [1] Retail Operations - Gao Xin Retail announced that it is temporarily unable to contact its executive director and CEO, Li Weiping, but believes this matter does not significantly impact the company's operations [2] - The situation highlights management uncertainties that traditional retail companies face during transformation [2] Mergers and Acquisitions - Meituan announced the acquisition of Dingdong Maicai's China business for approximately $717 million, marking a significant event in the instant retail industry [3] - Dingdong Maicai achieved a record revenue of 6.66 billion yuan in Q3 2025, indicating strong market performance [3] - The acquisition reflects a new phase of consolidation and refined competition in the instant retail sector [3] Logistics and Supply Chain - Several express delivery companies, including China Post and SF Express, will continue to provide services during the Spring Festival, ensuring delivery needs are met [4] - This move represents a response to consumer demand and reflects the maturity of logistics infrastructure in China [4] Lifestyle Services - Xiaohongshu has become the exclusive interactive community for the 2026 CCTV Spring Festival Gala, continuing its partnership for the third consecutive year [5] - The collaboration presents an opportunity for Xiaohongshu to enhance brand recognition but also faces pressure to innovate and avoid user fatigue [6] Travel and Mobility - Didi has partnered with Hainan Airlines to enhance member benefits, allowing users to unlock rewards through completing tasks [7] - This partnership reflects a shift towards value-added services in the competitive travel market [7] AI and Innovation - The AI model Kimi K2.5 has become the most popular model on OpenClaw, indicating a rise in the competitiveness of Chinese open-source models in the global AI landscape [10] - Alibaba's new programming model Qwen3-Coder-Next shows significant advancements in AI programming capabilities while reducing costs [11][12] - Alibaba has unified its AI model branding under "Qwen," streamlining its strategy and enhancing its competitive position in the market [13]