三年前爆火的"生成式AI"正向"智能体AI"转变，智能体时代呼啸而来。 1月7日，联想集团在国际消费电子展（CES）举办了史上规模最大的创新科技大会（Tech World 2026），系统展示了混合式AI战略成果。 联想集团高级副总裁、中国方案服务业务总经理戴炜在接受媒体采访时表示，围绕企业AI，联想方案 服务构建了"一擎四舰"的布局，即依托"一擎"——擎天引擎，打造了联想xCloud智能云、联想百应、联 想擎天智能体方案和联想AI全周期服务，满足中国政企客户全场景的AI应用需求。 联想集团董事长兼CEO杨元庆与NVIDIA创始人兼CEO黄仁勋此前展开一段"炉边谈话"引爆科技圈。他 们明确了AI发展的下一个风口——混合式AI（Hybrid AI），并首次披露将联合打造基于RTX Pro的企业 级AI系统，把双方合作的业务规模再扩大5倍。 黄仁勋明确指出，人工智能的发展正在经历一次关键演进——从"生成式AI"向"智能体AI"转变。这一转 变意味着AI将不再只是"回答问题"，而是真正成为能"执行任务"的智能体。实现这一目标的核心路径 是"混合式AI"，将公有云上的前沿大模型与企业、个人私有的定制化模型深度融合。 ...

在旗舰级产品落地方面，高通专为AI定义汽车打造的骁龙座舱平台至尊版与Snapdragon Ride平台至尊版，凭借高性 能计算能力与加速AI性能，获得全球车企的广泛认可，可支持座舱系统与先进驾驶辅助系统（ADAS）中实现具身 智能和智能体智能。目前，高通已与理想、零跑、极氪、长城汽车、蔚来、奇瑞等车企达成全新合作或扩展原有合 作，车型定点总数达到10个。其中，零跑汽车发布了基于这两款平台的高性能汽车中央计算平台，这也是全球首款 采用双骁龙8797打造的中央域控制器；Garmin佳明也宣布将采用骁龙汽车平台至尊版，打造其Nexus高性能计算平 台。 另一款核心产品Snapdragon Ride Flex，作为行业首款可同时支持数字座舱与先进驾驶辅助系统工作负载的量产芯 片，正加速推动汽车行业向中央计算架构转型。截至目前，该芯片已在全球8个量产车型项目中成功部署，助力AI 赋能的座舱功能与驾驶辅助功能快速普及。国内领先的汽车一级供应商车联天下、德赛西威、航盛电子、卓驭科技 等，也明确了基于Snapdragon Ride Flex的舱驾融合解决方案量产计划。 在驾驶辅助领域，高通通过推进自有端到端AI算法研发，同时 ...

英伟达（NVDA）发布了Vera Rubin CPU/GPU平台，聚焦智能体AI（agentic AI）与混合专家模型 （MoE）效率，目前生产已启动，而竞争对手AMD（AMD）及客户如谷歌（GOOG）、亚马逊 （AMZN）和Meta（META）亦虎视眈眈。 英伟达（NVDA）发布了Vera Rubin CPU/GPU平台，聚焦智能体AI（agentic AI）与混合专家模型 （MoE）效率，目前生产已启动，而竞争对手AMD（AMD）及客户如谷歌（GOOG）、亚马逊 （AMZN）和Meta（META）亦虎视眈眈。 责任编辑：张俊 SF065 责任编辑：张俊 SF065 ...

"虽然'万物智能互联'的愿景在5G时代已经被提出，但在6G时代这一概念还将得到不断深化和推广。"徐 晧表示，边缘计算、智能体、机器人等技术的持续融合，将成为推动6G向前发展的核心动力，也将重 塑未来网络的能力边界。 02 智能体AI的兴起正在改变交互方式 随着6G标准化元年的到来，通信行业正从频谱、架构、算力等多个维度重新审视下一代网络的底层逻 辑。在近期的一次产业分享中，高通全球副总裁、高通中国研发负责人徐晧系统阐述了6G的技术演进 方向，并分析了AI、智能体等新技术对未来网络形态的深远影响。他从技术路径、流量结构、终端演 进等关键角度提出了一系列重要观察，为行业理解6G的发展趋势提供了更具现实意义的视角。 01 技术演进与应用趋势交织 为6G奠定演进逻辑 徐晧指出，回顾移动通信过去几十年的演进可以发现，每一次代际升级都由两条主线共同推动——一条 是技术本身的持续演进，另一条则是行业应用趋势的变化。从技术层面看，通信系统经历了从1G、2G 的模拟到数字，从3G的CDMA，到4G及之后的OFDM、大规模MIMO、先进编码等一系列技术突破， 使新的应用场景成为可能。而另一方面，技术的发展同样受到应用需求的牵引： ...

Core Viewpoint - Microsoft is poised to significantly increase its market value in the AI sector, potentially reaching $5 trillion by 2026, driven by its deep integration of AI technologies across its product suite and strategic partnerships, particularly with OpenAI [1][2]. Investment and Financial Insights - Microsoft has invested approximately $13 billion in OpenAI since their initial $1 billion investment in 2019, which has provided Microsoft with a competitive edge in AI technology [3][5]. - Despite holding a 27% stake in OpenAI, Microsoft's financial benefits from this investment are limited, as it primarily recognizes losses rather than profits from OpenAI [9][10]. - Analysts estimate that only 17% of Azure's total revenue comes from AI workloads, with a mere 6% directly linked to reselling OpenAI models, indicating that Microsoft's own AI infrastructure is the main revenue driver [9][10]. Strategic Partnerships and Collaborations - The revised partnership between Microsoft and OpenAI allows both companies to diversify their collaborations, with OpenAI seeking deals with other cloud providers and Microsoft exploring partnerships with other AI model providers [11][12]. - Microsoft has committed to investing $5 billion in Anthropic, which will purchase $30 billion worth of Azure computing capacity, securing substantial future revenue for Microsoft [12]. Future Outlook and Market Position - Analysts believe that Microsoft's broad AI strategy, encompassing various products from Azure to Office and even gaming, positions it uniquely in the market, with no other company having such a diverse product portfolio [14]. - The next major growth area for Microsoft is expected to be AI agents capable of executing complex workflows, with the company anticipated to compete closely with ServiceNow and Salesforce [14]. - Despite the optimism surrounding Microsoft's AI initiatives, there are concerns about over-investment and market sentiment, which could impact the company's performance if AI demand slows or if competitors outperform [15][16].

Core Viewpoint - The article discusses the growing restrictions on the "Doubao Phone" (Nubia M53) applications, highlighting a significant conflict between AI-driven tools and established app ecosystems, particularly regarding user access and operational permissions [1][13]. Group 1: Doubao Phone and GUI Agent - The Doubao Phone is facing increasing bans on major applications like WeChat, Alipay, and various e-commerce platforms, limiting user access [1]. - The Doubao Phone Assistant employs a GUI Agent approach, allowing AI to interact with mobile interfaces without relying on official APIs, which raises concerns among major app providers [2][15]. - The conflict is not new; platforms like WeChat have previously opposed GUI-based AI interactions, indicating a broader resistance within the industry [13][15]. Group 2: MCP Protocol and Industry Standards - The Model Context Protocol (MCP) has emerged as a potential solution to the challenges posed by GUI Agents, aiming to establish a standardized interface for AI interactions across platforms [4][5]. - MCP is gaining traction as a de facto standard, with major tech companies like OpenAI and Google integrating it into their systems, indicating a shift towards a more interoperable AI ecosystem [7][8]. - The donation of MCP to the Linux Foundation signifies a move towards a neutral governance structure, enhancing its credibility and adoption across the industry [8][9]. Group 3: Future of AI Interaction - The article suggests that the future of AI will rely on a combination of GUI and MCP approaches, where GUI serves as a fallback in the current ecosystem while MCP establishes clearer operational boundaries for AI interactions [20][21]. - The transition to MCP will require significant changes in the internet ecosystem, but it promises a more structured and secure way for AI to interact with various platforms [19][20]. - Ultimately, the goal is to create a unified system where AI can operate seamlessly across different services while adhering to established rules and permissions [20][21].

DeepSeek炸翻全场，世界模型开启通向AGI之路，"Agent元年"，具身智能全面开花，豆包手机让AI终端热度再上一个台阶…… AI世界里原本散落全年的高能节点，在今天，被集中点燃。 在量子位MEET2026智能未来大会上，这些被全年刷屏的关键词，又一次被工业界、学术界、投资圈的大咖们高频拆解，激情对线。 会场里座无虚席，过道被"站票"填满。台上是学术界和行业内的第一线操盘手，台下是来自大厂、独角兽、科研机构和资本方的长期关注者们。 屏幕另一头，线上观众在弹幕里叫好不断，一整天都维持在热度高位。 2025年的AI，在发展，在分裂，在重构，迫使所有参与者给未来一个明确站队方向。 今天的MEET2026智能未来大会舞台，把所有力量&分歧&野心&机会同时摆上桌面。 从云到端，从模型到Agent，从软到硬，在这场顶级密度的一天里，我们见证了最重要的一点：推动AI进步的人们，真的相信下一段曲线就在眼前。 来，跟着量子位碳基编辑一起，把这场大会抛出的关键信号好好捋一捋。 MEET2026智能未来大会是由量子位主办的行业峰会，近30位产业代表与会讨论。线下到场参会观众近1500人，线上直播观众350万+，获得了主流媒体 ...

Summary of C.H. Robinson Worldwide Conference Call Company Overview - C.H. Robinson is one of the largest logistics providers, handling 37 million shipments annually with over 83,000 customers and 450,000 carriers [2][3] - The company operates a two-sided marketplace connecting shippers and carriers, providing vast access to various carriers and pricing options [2][3] Core Business Model and Transformation - The company is undergoing a transformation based on a lean operating model, which emphasizes continuous improvement and has enhanced productivity and technology [3][4] - Generative AI has been successfully integrated into operations, leading to a 40% productivity increase since the end of 2022 [4][12] AI Implementation and Impact - A tangible example of AI's impact is in the quoting process, where the time to process quotes has decreased from 15-17 minutes to about 30 seconds, allowing the company to respond to 100% of opportunities compared to 65% previously [5][12] - The company defines productivity as shipments per person per day in freight brokerage and files per person per month in global forwarding [6][7] - The transition to agentic AI is expected to further enhance productivity by applying reasoning to off-system data [7][10] Financial Performance and Metrics - The company reports greater than 40% productivity improvements across the enterprise, which translates into revenue growth, gross margin expansion, and operating margin expansion [12][13] - The focus on P&L performance is emphasized as the ultimate measure of AI investment value [12][16] Competitive Advantage - C.H. Robinson differentiates itself through domain expertise, a unique operating model, and a culture of building proprietary technology rather than relying on third-party solutions [36][38] - The company has a scalable model with low marginal costs for serving additional volume, which is a significant advantage over competitors who rely on outsourced models [40][42] - The ability to quickly adapt and implement new technologies is highlighted as a key differentiator [41][43] Future Outlook - The leadership believes the next two years will be more exciting than the last, with significant opportunities for ideation and discovery that will enhance bottom-line results [52][53] - The company positions itself as an undervalued AI industrial play, emphasizing its operational and technological differentiators [53] Technology Stack and Partnerships - C.H. Robinson uses Microsoft Azure as its primary cloud partner and has the flexibility to switch between different LLM providers based on performance and cost [21][26] - The company does not use open-source models but relies on enterprise-grade models from Microsoft, Google, and Anthropic [45][46] Conclusion - C.H. Robinson is leveraging AI to drive significant productivity improvements and financial performance, with a strong focus on building proprietary technology and maintaining a competitive edge in the logistics industry [52][54]

Core Insights - ByteDance's Doubao team and ZTE have announced the sale of engineering samples equipped with the Doubao mobile assistant, which is designed to perform complex tasks beyond shopping, including travel and business applications [1][5][6] - The engineering sample, Nubia M153, utilizes Qualcomm's Snapdragon 8 Gen 1 mobile platform, priced at 3499 yuan, and is currently sold out [1][6] - The second-hand market for this device shows prices ranging from 4200 yuan to 4999 yuan, indicating a premium of 700 to 1500 yuan over the official price [1][6] - Qualcomm's Snapdragon 8 Gen 1 platform, launched in October last year, supports personalized multimodal generative AI, enhancing voice, situational, and image understanding capabilities [1][6] - Qualcomm's CEO, Cristiano Amon, believes that user experience is shifting from smartphone-centric to AI-centric, suggesting a new era where various devices, including smartphones, will provide enhanced application experiences [2][6]

Core Insights - The 10th New Finance Forum held in Beijing focused on the new challenges and opportunities in the "14th Five-Year Plan" for the economy and finance, emphasizing the transition from scale expansion to quality improvement in the financial system and the application of AI in finance [1] Group 1: "14th Five-Year Plan" Development Framework - The three main lines of the "14th Five-Year Plan" include promoting high-quality development, prioritizing people-centered approaches for comprehensive development and common prosperity, and ensuring coordinated development and security amidst international challenges [2] - The development of pension finance is crucial for the elderly's future living security, with expectations for a mature basic pension insurance system and an optimized multi-level pension structure during the "14th Five-Year Plan" period [2] - The achievements during the "13th Five-Year Plan" have laid a solid foundation for realizing socialist modernization by 2035, emphasizing the need for high-quality development to counter international uncertainties [2] Group 2: Enhancing Financial System Quality and Efficiency - Recommendations for financial system transformation include focusing on core business, optimizing financing structures, supporting new productive forces, encouraging direct financing by commercial banks, and developing corporate bond markets [3] - The path for Chinese financial development requires adherence to four principles: party leadership, commitment to fundamental purposes, a steadfast theme, and cultural cultivation [3] - The capital market is being positioned as a key facilitator for technological innovation and national strategic implementation, with insurance funds increasingly supporting equity investments [3] Group 3: Technological Empowerment in Financial Services - AI has evolved from generative AI to intelligent agent AI, capable of collaborative and autonomous task completion, with VISA proposing a smart business framework that includes personalized services while protecting user privacy [4] - Innovation in service trade can be enhanced through national strategic guidance, leveraging financial power to create new growth engines, and building an innovative investment and financing ecosystem through collaborative efforts [4]