"AI硬件的未来铁定在中国。"看完了这场智能硬件展后，吴老师愈发坚定了他的看法。 这两天，全球最大的消费电子展CES在美国"赌城"拉斯维加斯热热闹闹开幕了，而在美国的另一端，几乎同一时间，中国的阿里云也在深圳举办了一场智 能硬件展，它被外界称为"第一届中国版CES"，似有"打擂"之意。 整个展馆5000多平米，不算大，但总共超1500件AI硬件新品亮相，都是从和通义多模态大模型家族合作的15万家智能厂商严格挑选出来的，其中180件在 美国CES展同步首发。从Z世代到银发族，从办公软件到家庭娱乐，几乎涵盖了3C数码、家电、卫浴、玩具、乐器、健身器材、机器人、电动车、飞行器 等所有消费领域。 阿里云通义智能硬件展现场 区别于传统意义上的科技展台，我们对这届智能硬件的第一印象是"很强的摊位感"： 功能不一的智能眼镜就像在眼镜店里一样，密集地摆在一起，随意试用，成为展馆最拥挤的地方；各类智能戒指如同老铺黄金的柜台，齐刷刷地摊你在面 前，手寸齐全，任君挑选；一整个大展厅全是智能玩具，毛茸茸的"大眼睛"宠物、会摇头的仙人掌、小型机器狗……仿佛走进了玩具城。 阿里云通义智能硬件展上的低空飞行器 阿里云通义智能硬件展现场 吴 ...

今日，OpenAI宣布收购AI医疗初创公司Torch，加强对医疗领域的押注。 尽管未公布披露具体条款，但据知情人士透露，OpenAI总计以1亿美元价格完成了此次收购，包括6000万美元现金兑换，以及4000万美元的员 工激励。 就在1月8日，OpenAI正式推出了旗下首款AI医疗产品——"ChatGPT Health"。 这一新功能开发历时近两年，历经全球260多名医生指导，帮助人们更好地进行健康管理。 完成这笔收购后，Torch的平台将和ChatGPT Health结合，意在"开启一种理解和管理健康的新方式"。 Torch CEO Ilya Abyzov也发文称："我和Torch团队将加入OpenAI，致力于将ChatGPT Health打造为全球领先的健康AI工具。" Torch成立于2025年1月，正在构建一个"统一的医学平台"，打破各医疗系统数据限制，将患者健康数据汇聚到一个地方。 目前，Torch支持用户接入来自KaiserPermanente、Prenuvo、AppleHealth等医疗系统和健康App的数据，统一查看和分析实验室检测结果、处 方信息及就诊记录。 此外，与多数传统健康App不同，T ...

Core Viewpoint - Zhejiang Province is soliciting public opinions on the "14th Five-Year Plan" for digital economy and digital infrastructure, aiming to enhance artificial intelligence innovation and activate digital technology innovation and data element dynamics during this period [3][8]. Group 1: Digital Economy Development - The draft emphasizes the need for government departments, state-owned enterprises, and leading companies to publish scenario construction lists, focusing on early and comprehensive characteristic scenarios [3][8]. - It supports traditional enterprises in fostering new companies in the digital economy sector and encourages investment from state-owned and capable private enterprises [3][8]. - By 2030, the digital economy's added value is expected to account for a larger share of GDP, with advanced and applicable digital infrastructure, leading to a smart economy driven by data and human-machine collaboration [4][9]. Group 2: Artificial Intelligence and Data Elements - The plan aims to solidify foundational capabilities in artificial intelligence, expand the soft and hard collaborative AI industry, and promote AI-enabled scientific and technological innovation [5][10]. - It proposes to deepen the synergy between digital industrialization and industrial digitalization, enhancing innovation capabilities and large-scale industrialization in sectors like smart IoT and high-end software [5][10]. - The draft outlines the goal of forming over three trillion-yuan-scale digital industry clusters with international competitiveness and technological leadership by 2030 [5][10]. Group 3: Infrastructure Development - The plan calls for strengthening inclusive and trustworthy AI infrastructure, accelerating breakthroughs in large-scale intelligent computing clusters, and promoting the construction of trusted data spaces [5][10]. - It encourages telecommunications companies to leverage satellite internet for high-speed data services and expand direct satellite service connections [3][10]. - The draft aims to enhance the information transmission infrastructure, promoting the evolution of 5G networks to 5G-A [5][10].

1月13日，百川智能创始人兼CEO王小川公开表示，公司将于2027年启动IPO上市。 10月，百川智能发布首个循证增强医疗大模型Baichuan-M2Plus，幻觉率较通用大模型显著降低，相比 Deepseek降低3倍，可信度比肩资深临床医生水准。 公开信息显示，百川智能于2024年完成50亿元A轮融资，估值超过130亿元。 就在近日，智谱、MiniMax相继在港股上市，成为某种意义上的"上岸"。 对此，王小川评价道："他们主要还是踩在通用模型技术红利和政策支持的基础上，但目前他们的市值 和商业化能力并不匹配。" 去年底，百川智能发布PAPA（PlayBook Animated Proactive Agent），这款主动陪伴患者的医疗Agent平 台，能够以月甚至年为单位，从提醒用药到动态调整健康计划，主动追踪并管理患者的康复进程。 百川智能成立于2023年，与智谱、MiniMax、月之暗面、阶跃星辰、零一万物并称"国产大模型六小 龙"。 "AI医疗今天也是大模型竞争中的一个范式，与虽然它的成熟会晚一点，在后面我们的路径，肯定也是 奔着上市去的"，王小川表示。 在"六小龙"中，百川智能是第一个All in 垂 ...

Group 1 - Apple and Google announced a partnership to integrate the next generation of Siri and Apple Intelligence with Google's Gemini model, which has sparked significant reactions in the tech community [1][12] - The collaboration is a "white-labeled" partnership, meaning Apple will use a customized version of the Gemini model without any Google branding [3][15] - Apple has secured a 1.2 trillion parameter deep customized version of the Gemini model, which has been upgraded to handle larger files and complex tasks [2][14] Group 2 - User data privacy is a major concern, and Apple has assured that user data will remain within its ecosystem, employing a hybrid processing model to handle tasks [4][16] - Simple tasks will be processed on-device, while complex tasks will utilize the Gemini model on Apple's private cloud, ensuring user data is anonymized before processing [4][17] - Google will not have access to raw user data and cannot use it to train its models, reinforcing Apple's commitment to privacy [5][17] Group 3 - The decision to partner with Google reflects Apple's challenges in developing its own AI models, as it seeks to deliver a satisfactory Siri experience by 2026 [6][19] - The Gemini model's multi-modal capabilities make it an attractive solution for Apple, which is under pressure to enhance Siri's AI functionalities [19][20] - The partnership also serves a strategic purpose to counterbalance the potential competition from OpenAI, which is moving towards consumer AI hardware [20] Group 4 - Concerns about market monopoly have arisen due to the collaboration between two tech giants, with critics highlighting Google's existing dominance in various tech sectors [21][22] - Google's advertising revenue reached $74.2 billion in Q3 2025, with expectations to exceed $80 billion in Q4, indicating its significant market power [21] - Apple's market share in the global smartphone market reached 20% in 2025, surpassing Samsung for the first time, which enhances its influence over AI applications on iOS [22] Group 5 - The enhanced Siri is expected to launch in late 2026, featuring advanced capabilities such as application intent and personal context awareness [11][22] - Despite the partnership, Apple is not abandoning its ambition to develop its own AI models, with significant investments already made in AI technology [12][23] - Reports indicate that Apple is developing its own trillion-parameter model, aiming for a release around 2027, alongside advancements in its custom ASIC chips [23]

AI产业链股今日全线回调，截至收盘，中证人工智能主题指数下跌2.7%，上证科创板人工智能指数下跌3.1%。资金逆势布局，人工智能ETF易方达 （159819）全天净申购超4.5亿份。 华泰证券认为，人工智能行业正处于快速发展阶段，技术创新和应用场景不断拓展。随着政策支持力度的加大以及市场需求的增长，人工智能产业链将迎来 新的发展机遇。特别是中上游的基础技术领域如芯片、算法框架等，将成为未来投资的重点方向，人工智能的长期投资价值显著。 每日经济新闻 ...

行业周报 | 北交所 北交所或迎补涨，关注商业航天、脑机接口、AI 应用等主线 证券研究报告 2026 年 01 月 13 日 北交所市场复盘：当周北交所全部 A 股日均成交额达 261.3 亿元，环比上涨 34.7%。当周北证 50 收涨 5.82%，北证专精特新收涨 7.34%。当周涨幅前 五大个股分别为：倍益康（45.1%）、众诚科技（42.9%）、天力复合（36.0%）、 格利尔（30.0%）、连城数控（24.3%）；跌幅前五大个股分别为：天铭科技 （-19.8%）、锦好医疗（-17.7%）、恒合股份（-16.4%）、佳合科技（-13.8%）、 丰光精密（-5.3%）。 北交所：春季行情预期加强，流动性外溢，关 注基本面叠加边际变化—北交所日报—— 20260106 2026-01-07 北交所：科技主线引领指数上行，政策与资金 共振强化春季行情预期—北交所市场日报— —20260105 2026-01-06 北交所：看好北交所春季行情，扩容提质提速， 风险提示：政策监管风险，北交所政策不及预期，行业竞争加剧风险。 北交所市场周报——260105-260110 分析师 曹森元 S08005241000 ...

Market Overview - The A-share market experienced a phase adjustment on January 13, ending a 17-day winning streak, with the Shanghai Composite Index closing at 4138.76 points, down 0.64% [1][3] - Despite the pullback, trading volume remained robust, with total turnover in the Shanghai, Shenzhen, and Beijing markets exceeding 3.69 trillion yuan, setting a new historical record [1][3] Sector Performance - Leading sectors during this period included artificial intelligence and commercial aerospace, with significant profit potential yet to be fully realized [1] - The number of stocks that rose exceeded 1600, with over 70 stocks hitting the daily limit up. The precious metals, medical services, mining, and biopharmaceutical sectors showed the highest gains, while aerospace, communication equipment, computer devices, shipbuilding, semiconductors, and electronic chemicals faced the largest declines [3][4] Individual Stock Highlights - Several stocks in the commercial aerospace sector experienced significant declines, with multiple stocks hitting the daily limit down. Notably, companies in this sector have issued risk warning announcements recently [4][5] - Aerospace Development, focused on defense information technology and low-orbit satellite operations, reported that its revenue contribution from satellite operations is minimal, accounting for less than 1% of total revenue in the first three quarters of 2025, indicating limited impact on overall performance [5] Analyst Insights - Analysts from various brokerages noted that the market's concern remains around the adjustment risks following a sustained increase in trading volume. Historical trends suggest that significant volume increases often lead to market volatility, especially after a long winning streak [7] - Overall, the market is viewed as relatively healthy, with concentrated profit effects yet to fully diffuse. However, a potential shift in popular sectors may occur, leading to market fluctuations [7][8] - The technology growth sector is experiencing healthy rotation, while cyclical stocks like non-ferrous metals and chemicals are trending upward. Analysts recommend a cautious approach, focusing on structural investments while managing profit-taking strategies [8]

每经AI快讯，1月13日，海天瑞声(688787.SH)发布异动公告，由于人工智能行业整体发展较为迅速，应 用领域和应用场景不断拓展，下游需求随着行业发展不断发生变化，公司进行数据开发所需的各项技术 也面临着快速迭代的风险；公司业务相关的一体化智能数据处理平台接入并适配了外部第三方大模型， 但公司自身未从事人工智能基座大模型的开发。请广大投资者审慎决策、理性投资。 ...

"通过全省上下共同努力，抓住用好人工智能这个重要增量和关键变量，让人工智能助力千行百业、进 入千商万店、服务千家万户，重点围绕'三高'做好赋能。"省发改委副主任蔡剑峰在会上介绍。具体来 看： 一是赋能高质量发展。加快工业、农业、服务业智能化转型升级，以人工智能为核心驱动，推动科技创 新与产业创新深度融合。通过搭建人工智能创新实验室，将人工智能算法、垂类大模型技术融入半导 体、生物医药、高端装备等重点领域的基础研究和关键技术攻关转化，破解高端装备精密检测、生物医 药研发等环节的"卡脖子"技术难题。在"人工智能+生产"环节，推广智能体集群、智能产线、数字孪生 车间等模式，实现生产流程智能化再造。在"人工智能+物流"环节，联动智能体技术与工业机器人，建 立智能物料转运体系。 在发展人工智能产业方面，江苏具有产业基础扎实、数据资源丰富、科教人才集聚、应用场景广阔、创 新潜力强劲的综合优势。在1月13日举行的省政府新闻发布会上，相关部门对此前出台的《江苏省"人工 智能+"行动方案》（简称"《行动方案》"）进行了解读。 《行动方案》设定2027年、2030年、2035年三阶段发展目标，从广泛融合到全面赋能再到国内领先，梯 ...