每经记者｜可杨 每经编辑｜陈旭 2月2日，面壁智能联合创始人兼CEO（首席执行官）李大海接受包括《每日经济新闻》记者在内的媒体 记者采访时表示，新一代人机交互方向已现曙光，但真正的跃迁不会一蹴而就，而是伴随云端与端侧模 型能力持续提升逐步发生。在这一过程中，全模态模型是否能够成为连接数字智能与物理世界的具身大 脑，正在成为产业关注的核心问题。 全模态不是功能叠加 随着AI开始进入物理世界，当其驱动机器人或可穿戴设备时，传统的人机交互模式开始显现弊端。 清华大学计算机系长聘教授、面壁智能联合创始人兼首席科学家刘知远认为，对人类而言，听、说、看 本身是多通道并行的，人可以在说话的同时继续听、继续看，这些过程并不会彼此阻碍。但在人机交互 层面，此前的大多数模型都很难具备这种能力，"一旦你开始说，就没有办法看了，有这样那样的问 题"。 这种交互方式的缺陷，限制了AI走向具身智能的深度。在刘知远看来，拟人化、高度自然的交互能 力，是让机器人、智能终端更像人的关键一步。"它（全模态模型）和让我们未来的机器人、智能终端 能够像人一样去进行自然交互，可能离得更近。" 依照这一判断，具身智能并不是一个独立分支，而是对模型交互能 ...

Market Performance - Major stock indices in China experienced a significant upward trend, with the Shanghai Composite Index rising by 0.82% to 3369.24 points, the Shenzhen Component Index increasing by 1.72% to 10301.16 points, and the ChiNext Index climbing by 2.63% to 2064.71 points, alongside a total trading volume of 1341 billion yuan, an increase of nearly 120 billion yuan from the previous day [1] Trade Relations and Sector Impact - The recent US-China trade talks resulted in substantial progress, with both sides agreeing to significantly lower bilateral tariff levels, which is expected to benefit sectors such as electric new energy and export chains, particularly in areas like the power battery supply chain and photovoltaic inverters [2][5] - The reduction in tariffs is anticipated to restore business for companies exporting to the US, especially those in the electric new energy sector, which had been adversely affected by previous tariff policies [2] PCB Demand and AI Sector - The easing of US-China tariffs is expected to alleviate pressure on the demand forecast for AI-related PCBs, with positive feedback from downstream ODM manufacturers indicating resilience in PCB demand [3] Gas Turbine Market - The global gas turbine market is entering an upcycle, driven by increased demand for natural gas power generation and the expansion of AIDC in North America, leading to a surge in orders for core components from Chinese manufacturers [4] Strategic Mineral Export Control - The Chinese government is intensifying efforts to combat the smuggling of strategic minerals, with a coordinated action plan involving multiple departments to prevent illegal outflows [6] Financial Support for Nansha Development - A joint opinion from several financial regulatory bodies emphasizes increased financial support for the development of Nansha, aiming to enhance its role in the Guangdong-Hong Kong-Macao Greater Bay Area and support high-end manufacturing industries [7] Brain-Computer Interface Industry Development - Sichuan province has launched an action plan to cultivate the brain-computer interface and human-computer interaction industries, targeting significant breakthroughs and the establishment of a robust industrial ecosystem by 2027 [8] Manus Product Launch - The AI Agent product Manus has announced its open access to all users, introducing a free task execution model and plans for a subscription service to accelerate commercialization [9]