摘要 自 2023 年以来，TOKEN 使用成本显著下降，大幅降低企业使用大模型 的成本，提升经济回报，为 AI 应用的大规模启动奠定基础。中美两国自 2025 年 4 月起在 AI 领域加速发展。 2025 年一、二季度，OpenAI 发布 Deepseek R1 模型引发全球震撼， 加速应用端发展，国内推理和算力板块表现突出，芯片和 IDC 等领域涨 幅明显，应用端也出现显著行情。 科技产业投资遵循"硬三年、软三年、商业模式优三年"规律，目前正 处于从硬件向软件过渡的关键节点，大模型能力提升解锁更多应用场景， 预示 2026 年将是 AI 应用投资元年。 大模型能力显著提升，解决了诸多生活和生产力场景问题，算力使用成 本显著下降，产品成熟度提高，预计 2026 年底中美公司 AI 业务收入占 比将突破 10%，达到关键拐点。 中国大模型厂商如字节跳动、快手、阿里巴巴等在全球形成影响力，阿 里巴巴通过开源模式获得广泛认可，智谱和 Minimax 等创业公司表现 出色，中国大模型技术已具备国际竞争力。 Q&A 2026 年方正证券计算机组的年度投资策略是什么？ 2026 年方正证券计算机组的年度投资策略明确聚 ...

Core Insights - Elon Musk's artificial intelligence startup xAI has successfully completed a $20 billion funding round with notable investors including Nvidia Corp., Valor Equity Partners, and the Qatar Investment Authority [1][2] Funding Details - The funding round has been in preparation for several months, with Nvidia reportedly planning to invest up to $2 billion [2] - xAI's financing is expected to be divided into approximately $7.5 billion of equity and up to $12.5 billion of debt, structured through a special purpose vehicle [4] - The special purpose vehicle will be utilized to acquire Nvidia processors, which xAI plans to rent out for five years, allowing investors to recover their investments [4] Company Strategy and Goals - The financing will enhance xAI's infrastructure development, facilitate the rapid creation and deployment of transformative AI products, and support groundbreaking research aimed at understanding the universe [3][8] - xAI is actively expanding its data center capacity, with plans to purchase a third building in Memphis, increasing its AI computing capacity to nearly 2 gigawatts [6] Financial Context - xAI has previously raised around $10 billion in corporate equity and debt in 2025, but continues to require significant capital due to a monthly burn rate of $1 billion [5] - Tesla shareholders have shown interest in potentially investing in xAI, with discussions around a possible $5 billion investment in 2024 [7] Product Development - xAI is promoting its AI chatbot, Grok, which is integrated with its social media platform, X, although it has faced regulatory scrutiny due to concerns over user-generated content [8]

Core Viewpoint - Meta's $2 billion acquisition of Manus is facing regulatory scrutiny, particularly from Chinese authorities, despite initial concerns from U.S. regulators being alleviated [1][2]. Group 1: Regulatory Concerns - U.S. regulators appear to be accepting of the deal, while Chinese regulators are reportedly reviewing whether the acquisition violates technology export controls [1][4]. - The scrutiny from China is focused on whether Manus required an export license when relocating its core team from Beijing to Singapore, a process referred to as "Singapore washing" [4]. - Concerns in Beijing stem from the potential for this deal to encourage more Chinese startups to relocate to avoid domestic oversight [5]. Group 2: Impact on Industry Dynamics - The acquisition is seen as a potential win for U.S. investment restrictions, indicating that Chinese AI talent may be shifting towards the American ecosystem [6]. - Analysts suggest that if the deal proceeds smoothly, it could pave the way for young AI startups in China to follow suit [5]. - The situation reflects a broader trend where the U.S. AI ecosystem is perceived as more attractive compared to its Chinese counterpart [6]. Group 3: Company Implications - The complexity of the acquisition may impact Meta's plans to integrate Manus's AI agent software into its products [8].

Core Viewpoint - The AI chatbot "Grok" developed by Elon Musk's xAI has sparked controversy due to its new image editing feature being used to generate pornographic content, leading to investigations by regulatory bodies such as the EU [1] Group 1: Company Response - X platform has stated that it will take action against illegal content on its platform, including deleting such content and permanently banning accounts [1] - The company will cooperate with local governments and law enforcement when necessary [1] Group 2: Regulatory Actions - Multiple regulatory agencies are involved in a serious investigation regarding complaints against "Grok" [1]

商务部等9部门发文，实施绿色消费推进行动 商务部等9部门关于实施绿色消费推进行动的通知1月5日对外发布。推进行动从丰富绿色产品供给、提升绿 色服务消费、创新绿色消费模式、推动绿色循环回收、优化绿色消费环境、夯实绿色消费基础、加大政策支 持力度7方面发力，提出加大绿色农产品供应、发展绿色餐饮、推广绿色消费积分、减少一次性塑料制品使 用、推动废旧物品回收再利用、发展二手商品流通、加大信贷投放等20条具体举措。 北京发布人工智能行动计划 1月5日上午，2026北京人工智能创新高地建设推进会上，北京市发改委主任杨秀玲对外发布了北京人工智能 创新高地建设行动计划。据悉，北京将用两年左右时间实现人工智能核心产业规模突破万亿元，成为具有技 术策源力、产业竞争力的全球人工智能创新高地。 我国首次航天员洞穴训练圆满完成 我国首次航天员洞穴训练日前在重庆市武隆区圆满结束，28名航天员参加了这次训练。据了解，参加训练的 航天员分为4组，轮流在一个平均温度8摄氏度、湿度高达99%的天然洞穴中驻留6天5夜。其间，每组航天员 不仅要完成洞穴探索、科学研究、物资管理、生活保障等既定任务，经历极窄通道穿行、断崖攀爬垂降、长 期湿冷刺激和极限 ...

Core Viewpoint - Applied Digital Corporation (NASDAQ: APLD) is experiencing a significant upward trend in its consensus price target, indicating growing optimism among analysts regarding the company's future performance [1][6]. Price Target Trends - The average price target for APLD has increased from $34.64 a year ago to $45 last month, reflecting a strong upward trend in analyst expectations [4][6]. - In the last quarter, the average price target was $40.5, showing a steady increase and indicating growing optimism about the company's prospects [3]. Revenue Growth Potential - Analysts are optimistic about APLD's potential revenue growth in 2026, driven by increasing demand from hyperscalers and the operational status of Polaris Forge 1 [2]. - The company's lease revenue is expected to significantly enhance its top line, bolstered by a new contract [3]. Strategic Initiatives - The increase in the consensus price target can be attributed to the company's strategic initiatives and its focus on high-performance computing and artificial intelligence industries [5]. - The rebranding from Applied Blockchain, Inc. to Applied Digital Corporation in November 2022 may have contributed to a renewed focus and positive outlook from analysts [5]. Upcoming Earnings - The upcoming release of fiscal 2026 Q2 results is highly anticipated by investors and analysts, as it will provide insights into the company's financial performance and future prospects [4].

Core Insights - Chinese officials are reviewing Meta's $2 billion acquisition of artificial intelligence startup Manus for potential technology control violations [1] Group 1 - The acquisition involves a significant investment of $2 billion by Meta [1] - The review by Chinese officials indicates regulatory scrutiny over foreign technology investments [1] - The focus on technology control violations suggests concerns about data security and intellectual property [1]

Core Viewpoint - The article emphasizes the importance of effective communication with AI, suggesting that clear expression of questions and context significantly enhances the quality of AI responses. It introduces six techniques to optimize interactions with AI for better outcomes [1][67]. Group 1: Techniques for Engaging with AI - Technique 1: Assign a Role to AI Before Answering - Setting a specific role for AI can lead to more effective responses, especially when the role is a well-known expert in the relevant field [2][3][4]. - Technique 2: Encourage AI to Ask Follow-Up Questions - This method, inspired by the Socratic method, involves prompting AI to ask clarifying questions before providing an answer, ensuring a deeper understanding of the user's needs [17][20][22]. - Technique 3: Engage in Debate with AI - Encouraging AI to challenge the user's viewpoints can lead to more thorough exploration of ideas and enhance learning [24][28][33]. Group 2: Planning and Risk Assessment - Technique 4: Preemptively Simulate Failures - Before finalizing plans, users can ask AI to simulate potential failures, identifying critical risks and decision-making errors that could arise [34][38][42]. - Technique 5: Reverse Prompting - When users are unsure how to phrase their requests, they can provide examples of desired outcomes and ask AI to generate prompts that would lead to similar results [44][51][53]. - Technique 6: Dual-Level Explanation - This technique involves asking AI to explain concepts at two levels: a beginner-friendly version and a more advanced, professional version, facilitating comprehensive understanding [58][60][63].

当前，人工智能技术正加速渗透各行业领域，成为驱动产业变革的核心力量。中贝通信顺势而为，精准 把握行业趋势，发起设立中贝AI产业园，以"产业生态聚合器"为核心定位，涵盖技术研发、场景应用、 企业集聚、配套服务的综合性产业空间；以孵化中心作为核心功能板块，聚焦AI领域初创企业与创新 项目的培育孵化，为企业提供从种子期到成长期的全链条赋能支持，旨在构建"孵化培育—产业落地— 生态协同"的完整产业发展闭环。产业园立足武汉、辐射华中、联动全国，致力于成为国内领先的"AI产 业聚集地"。 1月6日晚，由中贝通信(603220)旗下拾贝启源联合产业、科研与资本力量共同发起设立的中贝AI产业园 暨拾贝启源人工智能孵化中心正式亮相。中贝通信董事长李六兵在启用仪式上表示，公司将全力赋能 AI全链条发展，打造华中地区产业新高地。 产业园计划到2028年孵化超50家AI企业，形成总估值超百亿元的产业集群，带动上千个高质量就业岗 位，将成为区域人工智能产业发展的"增长极"、科技创新的"策源地"、人才集聚的"强磁场"。孵化中心 负责人表示，将坚持开放协同共赢理念，为创业者提供优质平台，携手把握AI时代机遇，共创行业解 决方案。 中贝AI ...

都2026了，你还在为写提示词掉头发吗？ 我知道，大伙儿不管上班的上学的早就离不开 AI 了，但我的评价是，最折磨人的，还得是用 AI 的前戏，因为 AI 是很难一句话，就听懂你想要什么的。 得把一大坨一大坨的提示词搬来搬去，把背景需求格式交代一遍，还得把各种陈年老文件喂给AI，看着他学。 结果还没开始，AI 就顶不住了，聊天框又得remake了。 然而最近，世超发现个新项目，只能说巨火，各大 AI 社区都在讨论这玩意，甚至有说法是比提示词用着爽。 这次，他们又搓了个 Skills 回来了，看架势好像又想引领新潮流了。。别的不说，隔壁 OpenAI 反正好像已经开始抄作业了。 这玩意叫 Agent Skills ，是由 Claude 母公司 Anthropic 搞出来的。 经常看咱文章的差友可能有印象，这公司之前搞了个 MCP 协议，直接把 AI 抄家伙干活的难度打了下来，后来谷歌和 OpenAI 这种巨头全跟进了。 这玩意的作用，顾名思义，AI 现在可以像宝可梦一样，学会任意新技能了。 我们就拿 Skills 的亲兄弟 Claude 来演示下。 首先你得在设置里，找到 Skills 的开关把它打开。 然后你 ...