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政策支持扩内需 “人工智能+消费”模式兴起
Zhong Guo Jing Ying Bao· 2025-12-04 05:14
在此背景下,"人工智能+消费"有望成为重要的增长点。苏商银行特约研究员付一夫在接受《中国经营 报》记者采访时指出,未来政策层面需要进一步推动产品与场景创新,构建全产业链数字化体系,鼓励 AI在消费场景融合方面发挥更大效能。金融机构应当通过多种方式助力,如银行理财用AI优化投研与 风控,提供资金支持;采购AI设备并探索智能放贷,为消费领域AI企业和项目提供精准金融服务,支 撑技术落地等。 人工智能催生消费新业态 《方案》提出推动人工智能在消费品全行业全领域全过程应用。鼓励开发家庭服务机器人、智能家电和 人工智能手机、电脑、玩具、眼镜、脑机接口等人工智能终端,以智能产品为载体提供娱乐、健康、陪 护等生活服务。 中经记者 郝亚娟 夏欣 上海 北京报道 日前,工业和信息化部、商务部等六部门联合印发《关于增强消费品供需适配性进一步促进消费的实施 方案》(以下简称《方案》)部署了多项重点任务,包括加快布局新领域新赛道、推广高效响应制造新 模式、强化人工智能融合赋能等。 在《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》(以下简称"'十五五'规划建 议")中,拉动内需被明确为"十五五"时期推动经济增长的关键抓手 ...
【立方早知道】“阿里系”减持两家A股公司/理想汽车发布首款AI智能眼镜/摩尔线程明日上市
Sou Hu Cai Jing· 2025-12-04 02:37
Group 1 - Alibaba's major shareholders, including Hangzhou Haoyue, are reducing their stakes in YTO Express and Meikailong, with Meikailong's major shareholder planning to sell up to 130,641,979 shares, representing 3% of the total share capital, valued at approximately 345 million yuan [1] - YTO Express announced that Hangzhou Haoyue transferred 39.925 million shares between November 10 and November 27, 2025, accounting for 1.16% of the total share capital [1] Group 2 - Guizhou Bailing's actual controller, Jiang Wei, is under investigation by the China Securities Regulatory Commission for insider trading and violations related to stock transfers, although this investigation does not affect the company's operations [3] Group 3 - The People's Bank of China emphasizes the need to address "involution" in the financial industry and improve the transmission mechanism of monetary policy, advocating for better coordination between monetary policy and fiscal and industrial policies [4] Group 4 - FTSE Russell announced changes to the FTSE China A50 Index, including the addition of Luoyang Molybdenum and Sungrow Power, while removing Jiangsu Bank and SF Express, effective December 22, 2025 [6] Group 5 - In November, retail sales of passenger vehicles in China decreased by 7% year-on-year, totaling 2.263 million units, while the retail sales of new energy vehicles increased by 7% year-on-year, reaching 1.354 million units [7] Group 6 - The London Metal Exchange reported a significant increase in copper delivery applications, with a rise of 50,575 tons, marking the largest increase since 2013 [8] Group 7 - Over 20 cities in China have suspended or adjusted their vehicle replacement subsidy programs as the fourth batch of 69 billion yuan in national subsidies is being consumed [9] Group 8 - Li Auto launched its first AI smart glasses, Livis, priced at 1,999 yuan, with a government subsidy reducing the price to 1,699 yuan for orders placed by December 31 [10] Group 9 - Anyang Iron and Steel's subsidiary plans to apply for a trust loan of up to 600 million yuan, while Longbai Group has received approval for a 4 billion yuan technology innovation bond [12] Group 10 - The Hong Kong Securities and Futures Commission has suspended trading of Daxian Education due to serious exaggeration of bank balances in its financial statements [13] Group 11 - Moore Threads is set to be listed on the Science and Technology Innovation Board on December 5, 2025 [14] Group 12 - High Energy Environment plans to apply for an initial public offering of H-shares on the Hong Kong Stock Exchange to enhance its global strategy [15] - Wanlong Optoelectronics is planning a major asset restructuring involving the acquisition of control over Zhejiang Zhongkong Information Industry Co., with trading suspended [16] Group 13 - Baiwei Storage reported a reduction of 4.646 million shares by the National Integrated Circuit Industry Investment Fund II, decreasing its stake from 7.9033% to 6.9078% [17]
2026年值得期待的十大技术应用
Ke Ji Ri Bao· 2025-12-04 00:55
科技发展的脚步快得令人目不暇接。就在几年前,人们还将ChatGPT和可穿戴健康设备视作"未来科 技"。转眼即将迈入2026年,技术世界将更加绚烂多彩。 美国知名科技媒体TechnologyHQ日前盘点了2026年值得期待的十大技术应用,涵盖能理解情绪的人工 智能、可在夜间工作的太阳能电池板等。这些创新正悄然重塑人们的生活、工作,乃至梦想方式。 情感AI助手超越Siri和Alexa 多年来,Siri、Alexa和谷歌助手虽然便捷,却始终难掩生硬感。如今,新一代情感AI助手正在改变这一 局面。它们能通过语气、表情甚至措辞,敏锐感知人类情绪,听出用户声音中的压力,适时推荐放松方 法。此外,企业还能用它们为客户提供更具温度的关怀。 更值得一提的是,情感AI正逐渐以"伙伴"身份走入人们的生活,在心理健康支持与个人成长指导方面扮 演越来越重要角色。 让机器从工具蜕变为真正的伙伴,将成为2026年人工智能领域最动人的突破。 下一代可穿戴设备守护生命 2020年的智能手表还只能计步,而2026年的可穿戴设备,将可能成为人们的"生命守护者"。 智能皮肤贴片可实时监测水分、压力激素与营养水平;AI手表能提前数日预警心脏病风险。长 ...
美股三大指数集体收涨,特斯拉涨超4%,中概指数跌1.38%
Jin Rong Jie· 2025-12-04 00:04
纳斯达克中国金龙指数收跌1.38%,热门中概股中,阿特斯太阳能初步收跌8.9%,晶科能源跌5.8%,蔚 来跌5.1%,小鹏跌3.8%,理想跌3.5%,新东方跌3.3%,网易有道涨2.4%,文远知行涨5.2%。 12月4日,美国"小非农"数据不及预期降息理由增强,美股三大指数集体收涨,道指涨0.86%,纳指涨 0.17%,标普500指数涨0.3%,大型科技股涨跌不一,特斯拉涨超4%,谷歌涨超1%,微软跌超2%, Meta、英伟达跌超1%。 有色金属、加密储备概念股涨幅居前,美国铝业公司涨超6%,Coinbase、凯撒铝业涨超5%,Strategy涨 超3%。存储概念股、锂矿股走低,SanDisk跌超5%,Lithium、美光科技、西部数据跌超2%。 本文源自:格隆汇 ...
提振干事创业精气神,为奋进“十五五”开好局起好步
Shan Xi Ri Bao· 2025-12-03 22:53
擘画新蓝图,奋进新征程。省委十四届九次全会审议通过《中共陕西省委关于制定国民经济和社会 发展第十五个五年规划的建议》,对"十五五"时期经济社会发展作出系统性部署,为奋力谱写中国式现 代化建设的陕西新篇章统一了思想、激发了干劲。陕西干部群众纷纷表示,将深入学习贯彻全会精神, 提振干事创业精气神,抓住一切有利时机、用好一切政策举措、挖掘一切潜力资源,聚精会神谋发展, 心无旁骛抓落实,齐心协力做好各项工作,为奋进"十五五"开好局起好步。 务农重本,国之大纲。实现中国式现代化,必须加快推进乡村全面振兴。 从"种得好"到"卖得好",从"一颗果"到"一条链",延安苹果已成为老区振兴发展、群众增收致富 的"金钥匙"。延安苹果研究院推广研究员屈军涛说:"全会提出,扎实推进特色现代农业建设。这更加 坚定了我们发展苹果产业的信心和决心。我们将认真学习贯彻全会精神,助力完善延安苹果'十五五'科 技创新发展规划,为延安建设全国苹果高质量发展先行区提供更加科学的决策依据;加快打造延安苹果 产业'芯片',尽快选育出具有延安自主知识产权的新砧木、新品种,并筛选合适的砧穗组合进行示范推 广,形成'延安根系+延安品种'苹果栽培模式;积极推进苹 ...
卓越教育集团(03978):受托人依据受限制股份单位计划购买20万股股份
Zhi Tong Cai Jing· 2025-12-03 09:53
该信息由智通财经网提供 智通财经APP讯,卓越教育集团(03978)公布,于2025年12月3日,受限制股份单位计划受托人依据受限 制股份单位计划于公开市场上购买合共20万股股份,每股股份平均代价约4.62港元,总代价92.43万港 元。 ...
东吴证券:首予网龙(00777)“买入”评级 多元投资增厚业绩 目标价17.59港元
智通财经网· 2025-12-03 05:40
智通财经APP获悉,东吴证券发布研报称,预期网龙(00777)2025–2027年归母净利润分别为4.0/6.7/6.8亿 元,当前市值对应PE分别为13.6/8.1/8.0倍。SOTP估值法下,公司目标市值85.0亿人民币,对应港股目 标价17.59港元/股。该行看好公司存量游戏稳健运营,教育业务受益设备更新周期,AI全面赋能游戏教 育,多元投资贡献业绩增量。首次覆盖,给予"买入"评级。 东吴证券主要观点如下: 游戏:长青IP构筑基本盘,AI赋能助力降本增效 教育:教育互动显示设备龙头,AI+SaaS开启转型新周期 子公司Mynd.ai为全球教育互动显示设备龙头,其中2016-2024年普罗米休斯累计销量达137万台,2024 年全球存量设备市场市占率近16%位居全球第一,覆盖全球100万间以上教室。考虑北美2020–2021年疫 情高峰期采购的教育设备陆续到期,下一轮替换周期渐进,长期市场空间广阔。2025H1公司SaaS生态 初步成型,Explain Everything延续增长趋势,公司通过收购Merlyn Mind引入AI语音助手提升用户对硬 件的语音控制能力并实现软件端的教学资源库与SaaS工具联 ...
分红“港”知道|最近48小时内,邮储银行、中信证券、三花智控等5家港股上市公司公告分红预案
Mei Ri Jing Ji Xin Wen· 2025-12-03 03:33
Group 1: Dividend Indices - The China Securities Hong Kong Stock Connect Central Enterprise Dividend Index (931233.CSI) includes 50 stable dividend-paying stocks controlled by central enterprises, with a one-year dividend yield of 5.77%, surpassing the 10-year government bond yield of 3.92% as of December 2 [1] - The Hang Seng Mainland Enterprises High Dividend Yield Index (HSMCHYI.HI) consists of high dividend stocks listed in Hong Kong from mainland companies, with a one-year dividend yield of 5.37%, also higher than the 10-year government bond yield of 3.52% as of December 2 [1] - The Non-Standard & Poor's Hong Kong Stock Connect Low Volatility Dividend Index (SPAHLVHP.SPI) includes 50 high dividend low volatility stocks listed in Hong Kong, with the Hong Kong Stock Connect Low Volatility Dividend ETF (159118) being the lowest fee ETF tracking this index [1] Group 2: Company Dividend Announcements - Postal Savings Bank announced a dividend of RMB 0.123 per share, with an ex-dividend date of January 2, 2026, and a payment date of February 13, 2026; it is part of the 931233.CSI and HSMCHYI.HI indices [1] - CITIC Securities declared a dividend of RMB 0.29 per share, with an ex-dividend date of December 29, 2025, and a payment date of February 13, 2026; it is not part of the 931233.CSI or HSMCHYI.HI indices [2] - Sanhua Intelligent Controls announced a dividend of RMB 0.12 per share, with an ex-dividend date of December 19, 2025; it is not part of the 931233.CSI or HSMCHYI.HI indices [2] - Hong Kong Tong Holdings declared a dividend of HKD 0.06 per share, with an ex-dividend date of December 12, 2025, and a payment date of December 24, 2025; it is not part of the 931233.CSI or HSMCHYI.HI indices [2] - Xinxing Group announced a dividend of HKD 0.02 per share, with an ex-dividend date of December 30, 2025, and a payment date of January 28, 2026; it is not part of the 931233.CSI or HSMCHYI.HI indices [3]
一线见闻丨告别“翻山求学” 下楼就能就医 卯家湾迎来幸福新生活
Yang Shi Xin Wen· 2025-12-03 02:41
Core Viewpoint - The article highlights the significant improvements in the living conditions and educational opportunities for the relocated population in the Aojiawan resettlement area of Yunnan's Ludian County, emphasizing the successful implementation of poverty alleviation and rural revitalization policies during the "14th Five-Year Plan" period. Group 1: Education Improvements - Aojiawan Primary School currently has 2,136 students who relocated from mountainous areas five years ago, showcasing a vibrant school environment with active participation in sports events [3][5] - The school has seen a remarkable increase in student engagement and academic performance, with average test scores rising from the 20s to 70s over five years [13] - A complete educational system has been established in Aojiawan, including a nine-year consistent school with over 3,000 students, equipped with modern facilities [15][19] Group 2: Healthcare Developments - The Yan Chi Street Health Center, established in 2019, has evolved into a four-story facility providing comprehensive medical services, including specialized departments [26][28] - The health center has significantly improved healthcare access, with a high reimbursement rate for medical expenses, ensuring that nearly all costs are covered for impoverished households [32] Group 3: Employment and Economic Growth - During the "14th Five-Year Plan," Aojiawan achieved a labor employment rate of 94.17%, with an annual income growth of 17.44% for impoverished populations [36] - The establishment of three industrial parks has facilitated the employment of over 5,000 local workers, enhancing economic opportunities within the community [34] Group 4: Future Vision and Community Development - The "15th Five-Year Plan" aims to further enhance rural infrastructure and public services, with a focus on creating a livable and workable environment in Aojiawan [37] - Residents express aspirations for improved community services and greater access to urban experiences, reflecting a desire for continued development and integration [40][42]
大山教育(09986)12月3日起停牌
智通财经网· 2025-12-03 01:56
智通财经APP讯,大山教育(09986)发布公告,依据证券及期货(在证券市场上市) 规则的条例第8(1)条, 香港联合交易所有限公司应证券及期货事务监察委员会的指令,于2025年12月3日上午九时正起,停止 大山教育控股有限公司股份的买卖。 ...