滴普科技公布，于2025年12月17日，该公司与沐曦集成电路(上海)股份有限公司(沐曦股份)订立战略合 作协议，旨在利用双方各自的优势及资源，在企业级大模型AI应用领域方面深化战略合作关系。根据 战略合作协议，双方将根据自身优势资源，聚焦制造、商业流通、交通、医疗等关键行业数智化需求， 成立联合技术攻关团队，打造从底层硬件算力平台到 AI级企业操作系统以及Agentic AI应用的全栈国产 AI端到端解决方案。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中滴普科技(01384) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效， 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，滴普科技有可能被调入港股通，因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

盈证国际(08379)发布公告，人工智能应用及产业数字化转型正处于快速发展阶段，实体产业与金融的 深度融合是全球金融市场的重要创新趋势，该领域具备高增长潜力。为把握行业发展机遇，落实本集团 业务多元化的整体战略，培育新的利润增长点，提升本集团的综合竞争力，本集团决定布局人工智能及 产业数字化转型新业务，聚焦产融数字化领域的技术研发与商业应用，为产业链上下游、政府及企业、 跨境电商等客户群体提供数字化解决方案与专业服务。 为推动上述新业务的顺利落地与运营，本集团选择与行业合作伙伴设立合营企业作为新业务的运营主 体，相关业务进展及业务规划时间线如下： 1.2026年1月20日，本集团的间接全资附属公司深圳市盈科互联科技有限公司(盈科互联)与凌轩(海南)科 技有限公司(凌轩海南)订立具法律约束力的战略合作协议，双方约定于中国海南省共同设立合营企业作 为本集团上述新业务的专属运营平台。 2026年1月21日，上述合营企业盈合数智(海南)科技有限公司(盈合数智)已完成设立相关手续，正式成为 本集团开展人工智能及产业数字化转型新业务的核心载体。 2.本集团规划将于2026年第一季度正式启动人工智能及产业数字化转型新业务相 ...

Core Viewpoint - The first "National AI Spring Festival Co-Creation Plan" initiated by SenseTime's AI video creation tool Seko has successfully concluded, showcasing over 200 creative works from participants nationwide, revitalizing traditional Chinese New Year celebrations through technology [1][3]. Group 1: Event Overview - The event, themed "Renewal in the Year of the Horse," allowed public participation and lasted several weeks, resulting in a diverse array of creative outputs [1]. - Participants created impressive programs using Seko AI tools, ranging from 4K cinematic pieces to traditional shadow plays and humorous pet skits, demonstrating a wide variety of styles and themes [3]. Group 2: Participant Demographics - The creator profile of this co-creation plan reflects a strong sense of inclusivity, with participants including seasoned enthusiasts from the film industry, students, stay-at-home parents, office workers, and civil servants, all drawn together by the low entry barrier of Seko AI [3]. - A notable quote from a winning participant highlights the democratization of video creation, stating that the process has transformed into a daily form of expression [3]. Group 3: Technological Impact - SenseTime's Seko, the industry's first integrated creative and multi-episode generation AI tool, has gained rapid popularity since its launch in July 2025, surpassing 100,000 users within two months and accumulating over 200,000 creators in less than six months [3]. - The initiative exemplifies the shift of AIGC (AI-Generated Content) from professional circles to everyday life, merging technology with cultural traditions [4]. Group 4: Future Prospects - SenseTime aims to continue advancing AI video generation and creative tools, enabling more ordinary individuals to reach the highest creative potential with minimal barriers [4].

Group 1 - Anthropic has completed a $30 billion financing round, achieving a post-money valuation of $38 billion [1] - OpenAI has released its first AI model based on Cerebras Systems' semiconductor chip, named GPT-5.3-Codex-Spark [1] - SoftBank's PayPay has filed for an IPO in the U.S., aiming to raise over $2 billion, with a projected profit of ¥103.3 billion (approximately $675 million) and revenue of ¥278.5 billion, showing significant growth [1] Group 2 - The U.S. January CPI data is set to be released, with JPMorgan predicting a month-over-month increase of 0.4% in core CPI, higher than the market consensus of 0.3% [2] - UBS has indicated that the market has not fully absorbed the disruptive risks of AI, particularly in the low-quality credit sector, predicting a slight increase in default rates by the end of 2026 [2] - A significant trend of global capital rebalancing is emerging, with $104 billion flowing into European, Japanese, and other developed market equity funds, compared to $25 billion into U.S. equity funds [3]

以下文章来源于智东西 ，作者江 宇 它让人们意识到，一个好的AI视频更需要创意调度。而过去，创作者在AI视频中最难掌握的两个要素，恰恰就是理解故事结构与镜头语言。 与此同时，另一款国产视频生成模型 生数科技的Vidu Q3 ，也在创作者社群中走红，并刚刚登顶全球权威AI评测平台Artificial Analysis，成为 全球排名 第一 的视频生成模型。 | Artificial Analysis | | Models ~ Speech, Image, Video ~ Hardware Leaderboards ~ Al Trends | | | Arenas · About · | | | For Enterprise | Insights Q Search ... WK | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | Current models All models | No Audio With Audio | AH | Open weights | Global Leaderboard | | Personal ...

Core Insights - The Qianhai Cooperation Zone has demonstrated significant economic growth during the 14th Five-Year Plan period, with GDP nearly doubling from 175.57 billion to 331.81 billion yuan and import-export volume also doubling from 378.05 billion to 757.43 billion yuan, highlighting its role as a core engine for high-quality development in the Guangdong-Hong Kong-Macao Greater Bay Area [1][3][8] Economic Growth - The total area of the Qianhai Cooperation Zone expanded from 14.92 square kilometers to 120.56 square kilometers, providing strong momentum for high-quality development [3] - The region's GDP is projected to grow from 175.57 billion yuan in 2021 to 331.81 billion yuan by 2025, maintaining a high annual growth rate [3] - Import-export volume increased from 378.05 billion yuan to 757.43 billion yuan, showcasing resilience in foreign trade [3] Investment and Foreign Capital - Over the past five years, fixed asset investment in Qianhai exceeded 700 billion yuan, significantly boosting infrastructure and industrial development [3] - Actual foreign investment reached 157.52 billion yuan, with 29.32 billion yuan in 2025 alone, accounting for 58.1% of Shenzhen's total, making Qianhai a preferred destination for foreign investment in South China [3] Industry Development - By 2025, the software and information service industry cluster in Qianhai is expected to exceed 200 billion yuan in revenue, with seven other industry clusters each surpassing 50 billion yuan [4][5] - The software and information service sector, as a leading industry cluster, achieved a revenue of 255.49 billion yuan in 2025, reflecting a year-on-year growth of 19.6% [4] Modern Service Industry - The added value of the modern service industry in Qianhai is expected to exceed 200 billion yuan by 2025, more than doubling since 2021 [6] - Qianhai has attracted 183 Fortune 500 companies and nurtured 42 global service headquarters, significantly enhancing its internationalization [6] Institutional Innovation - Qianhai has led in institutional innovation, with its index ranking first among national free trade zones for four consecutive years and 105 innovative achievements replicated nationwide [3][8] - The region's exploration in cross-border data, finance, and shipping registration is becoming a replicable model for broader reforms [8] Competitive Landscape - The establishment of industry clusters indicates resilience, with the software and information service industry surpassing 200 billion yuan in revenue and seven major clusters each exceeding 50 billion yuan [8] - The simultaneous development of sectors like artificial intelligence, low-altitude economy, marine industry, and digital creativity signifies a transition from a "policy lowland" to an "industrial highland" [8][9]

Group 1: Core Insights - UBS's in-depth research in China identifies two main industry themes for 2026: self-sufficiency and overseas expansion [1] - The research covered various sectors including technology, industrial, healthcare, consumer, and utilities, visiting over 100 companies and industry experts [1] - The report highlights a shift in investor interest, with capital goods, media entertainment, and real estate development seeing increased research focus, while semiconductor and automotive parts sectors experienced a decline [1] Group 2: Technology Sector Insights - The technology sector is a key focus, with advancements in self-sufficiency moving from isolated breakthroughs to industry-wide collaboration [2] - AI capital expenditure is expected to grow steadily in 2026, driven by strong demand for AI applications and local semiconductor production [3] - Despite uncertainties regarding H200 GPU imports, domestic supply chains are adapting through technology substitution and demand upgrades [3] Group 3: Semiconductor Developments - The localization of China's semiconductor industry is accelerating, with significant progress in advanced etching/ deposition equipment, advanced packaging, and high-end analog chips [4] - Capital expenditure for wafer fabrication equipment (WFE) is projected to grow by 10-15% annually, driven by capacity expansion in advanced logic and memory wafer fabs [4] - Domestic manufacturers anticipate a substantial increase in storage capital expenditure in 2026, aligning with a global upcycle in the storage industry [4] Group 4: Overseas Expansion Trends - Multiple industries, including industrial, biopharmaceuticals, and consumer goods, are focusing on overseas expansion as a key growth strategy [6] - In the industrial sector, overseas orders for AIDC and renewable energy storage equipment are increasing significantly [7] - The healthcare sector is also prioritizing global expansion, with biopharmaceutical companies actively pursuing international collaborations and local sales team development [9] Group 5: Key Recommendations - UBS recommends several core stocks in the technology and semiconductor sectors, including Northern Huachuang (advanced etching/ deposition), Changdian Technology (advanced packaging), and Horizon Robotics (edge AI) [5][12] - In the healthcare sector, companies like WuXi AppTec (CRO/CDMO) and 3SBio (biopharmaceuticals) are highlighted as key beneficiaries of global expansion [12] - The consumer sector sees recommendations for Jason Furniture (overseas expansion) and Leap Motor (new energy vehicles), while Gree Electric Appliances is advised to sell due to margin pressures [12] Group 6: Overall Industry Outlook - The report concludes that China's industrial development in 2026 will be characterized by a dual focus on self-sufficiency in technology and overseas expansion in various sectors [13] - The integration of these two themes is expected to enhance China's economic globalization, with technology supporting overseas expansion and vice versa [13] - Investment opportunities are identified in sectors with low crowding and improving fundamentals, as well as in high-growth areas like AI and semiconductors [13]

Core Viewpoint - Microsoft AI's chief executive warns that a majority of white-collar jobs may be automated within the next 12 to 18 months, a timeline that is significantly earlier than the expectations of the business community and policymakers [1][4]. Group 1: AI Impact on Employment - The report from Challenger indicates that in January 2023, 7,624 job losses were attributed to AI, accounting for 7% of total layoffs that month. By 2025, the total number of layoffs linked to AI is projected to reach 54,836 [1][4]. - Since the beginning of 2023, a total of 79,449 planned layoffs have been attributed to AI [1]. Group 2: Training AI with Human Labor - The startup Mercor has employed thousands of white-collar contractors, including professionals from fields such as medicine, law, finance, and engineering, to train AI systems that may eventually replace them. These contractors earn between $45 to $250 per hour [5]. - This model highlights the short-term demand for "data labeling and feedback labor" in the AI industry, while also raising concerns about long-term job stability and salary structures [5]. Group 3: Diverging Opinions on AI's Timeline - Not all analysts agree with the rapid timeline for job replacement. Morgan Stanley suggests that the impact of AI may take longer to manifest in economic data, with significant disruptions potentially occurring in the late 2020s or beyond [7]. Group 4: AI Risks Identified by Industry Leaders - Anthropic's CEO, Dario Amodei, outlines six major risks associated with AI, including large-scale unemployment, the potential for AI to possess state-level power, and the rise of terrorism threats due to advancements in biology [9]. - He expresses concern that AI could empower authoritarian regimes and highlights the risks posed by AI companies themselves, which control significant data and influence over users [9][10].

高盛认为，AI视频生成领域非"赢家通吃"，快手可灵与字节即梦均将受益于市场扩张。预计全球AI视频生成市场将从 2025年30亿美元增至2030年290亿美元，增长10倍。AI技术将重塑娱乐业价值链，使其向上游IP设计和分发平台转移， 这些环节将获得更高附加值。 硬·AI 作者 | 董 静 编辑 | 硬 AI 尽管字节跳动旗下即梦近期推出的Seedance 2.0引发了市场高度关注，但高盛认为，AI视频生成领域并 非"赢家通吃"的零和游戏，快手可灵与字节跳动即梦2.0等头部模型都将从快速扩张的市场中受益，且AI技 术的进步将重塑整个娱乐行业的价值分布。 在字节即梦2.0于2月12日正式向公众开放后，投资者对两大平台的竞争格局高度关注。高盛分析师Lincoln Kong、Ronald Keung及Luqing Zhou在最新研报中表示，可灵3.0在2月5日升级，较即梦2.0提前数日推 出，两者均在音视频一致性、视频时长（15秒）及叙事控制方面实现重大突破。 尽管部分测试者认为即梦2.0在流畅度和多场景连贯性上表现更优，但高盛强调，可灵3.0在影视级细节和 定价优势上仍保持竞争力，且在第三方基准测试中持续位居全球顶 ...

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI WHATTT！当红炸子鸡 OpenClaw 要走Manus老路了？！ OpenClaw之父Peter Steinberger亲口承认： 同时收到 小扎 和 奥特曼 递出的橄榄枝。 开出的条件更是一个比一个优厚—— Meta这边，技术宅小扎直接 Boss直聘 ，闭关一周亲自上手OpenClaw后：I Want YOU！ 再看OpenAI，奥特曼那边更是祭出雷神之锤：算力诱惑。 不止这两家，微软等公司也都纷纷下场，只为能够分一杯羹。 有趣的是，Peter还专门透露，在当初的改名风波中，他还特意 致电奥特曼 ，使用"Open"一词是否冒犯～ 毕竟OpenClaw——OpenAI、Clawdbot——Claude。 而早早被踢出局的Anthropic，不知可曾有悔？ （doge） 以上这些，都通通出自Peter的最新一期播客，主持人还是最会挖掘内幕消息的Lex Fridman。 他用 3小时 深度对谈，让Peter将有关OpenClaw的更多幕后故事，全交代了。 ……. 硅谷已经盯上了OpenClaw这块肥肉 OpenClaw有多火？且看GitHub最新star数 ...