江苏提出到2030年形成超万亿元人工智能产业规模 中新社南京1月13日电 (记者 朱晓颖)江苏省人民政府13日在南京举行新闻发布会，就近期印发的《江苏 省"人工智能+"行动方案》(简称行动方案)进行解读。行动方案提出，到2030年，江苏人工智能产业规 模超万亿元人民币；到2035年，建成中国领先的"人工智能＋"创新策源地、产业新高地和融合应用先导 区，全面步入智能经济和智能社会发展新阶段。 江苏省发展和改革委员会副主任蔡剑峰介绍，在全面落实中国国家文件确定的6个重点领域行动基础 上，行动方案增加了"人工智能+"新兴产业重点领域，以抢占人形机器人、低空经济、智能驾驶、生物 医药、新能源等战略性新兴产业和未来产业新赛道；强调突出构建智能原生、开放协同的"人工智能 +"生态体系。 在江苏，"人工智能+"正赋能千行百业。江苏首个人工智能生态街区——中国(南京)软件谷的"AI·镜界— 南京人工智能生态街区"已吸引华为、中兴等381家AI生态企业，建成华为人工智能产业创新中心等17个 公共赋能和要素支撑平台。2025年11月，"AI时空·南京人工智能国际社区"在南京河西中央科创区揭 牌，"一核三片区"的"一核"已集聚阿里 ...

一、当日行情分析 1、市场观察——首次分歧 1月13日，三大指数集体调整，深成指跌超1%，创业板指冲高回落跌近2%。沪深两市成交额3.65万亿，较上一个交易日放量496亿。盘面上，全市场超3700 只个股下跌。截至收盘，沪指跌0.64%，深成指跌1.37%，创业板指跌1.96%。 | 大涨板块 | 260113 (周2) | 260112 (周1) | 260109 (周5 | | --- | --- | --- | --- | | 1 | AI营销11 | AI营销30 | AI营销28 | | 2 | AI 雪テ14 | 航天91 | 航天48 | | 3 | 黄金1 | 人工智能大模型65 | AI G 715 | | ব | 医药14 | AI 零广15 | 核聚变6 | | 5 | 人工智能大模型9 | 核聚变11 | 机器人10 | | ଚ | 航天12 | ST股17 | ST股15 | | 7 | ST股10 | 国产芯片13 | 云计算数据中 | | 8 | 智能电网6 | 大消费12 | 医药8 | | 9 | 机器人5 | 云计算数据中心9 | 大消费5 | | 10 | 油服5 | 机 ...

他表示，虽然设备端AI在短期内预计难以推动硬件出货量增长，但这项合作可缓解苹果短期内来自各 方的压力。不过，AI成为硬件、操作系统与用户体验核心是迟早的事，因此苹果在长期仍需面对提升 其对AI核心技术掌控能力的挑战。 郭明錤称，特斯拉的全自动驾驶系统(FSD)就是AI成为设备与用户体验核心的一个好例子。如果特斯拉 的FSD算法来自其他厂商，那么特斯拉的竞争优势和市盈率估值肯定会比现在低。 最后，郭明錤透露，苹果自研的AI服务器芯片预计在2026年下半年量产，自有数据中心预计在2027年 开始建设并运营，这可能意味着苹果对设备端AI的需求预计将从2027年开始出现较为显著的增长。(作 者/箫雨) 苹果与谷歌达成AI合作 凤凰网科技讯 北京时间1月13日，苹果和谷歌周一联合宣布，双方已达成多年协议，苹果将使用谷歌 Gemini驱动其下一代基础模型。对此，天风国际证券知名苹果分析师郭明錤表示，苹果选择谷歌是迫于 短期挑战和压力。 郭明錤在X上发帖称，苹果发展自研AI面临两个短期挑战，这迫使苹果与谷歌合作。首先，苹果今年在 WWDC上的AI展示不允许再失败；第二，随着云端AI的发展，用户对AI服务的质量标准不断提高， ...

中证报中证网讯(记者魏昭宇)近日，重庆小易智联智能技术有限公司(以下简称"小易智联")宣布完成数 千万元A轮融资。据悉，本轮融资由智新赋能产业基金、脑域技术为主要投资，个人投资者参与，老股 东持续加持。记者了解到，本轮融资将主要用于核心产品研发、国内市场深耕拓展等，持续强化小易智 联在端侧AI基座模型与企业智脑OS(AI Agent构建平台)领域的技术优势和规模化落地能力。 小易智联表示，公司已推出涵盖AI招聘、AI财务、AI运营、AI营销、AI法务、AI行政、AI客服等方向 的七大通用数字员工产品矩阵，广泛应用于企业核心业务场景。下一阶段，公司将持续围绕行业真实需 求，深化垂直行业定制化解决方案能力，从通用场景到细分领域，系统性助力企业打通数智化转型 的"最后一公里"。 小易智联表示，自上一轮融资以来，公司在资本价值层面实现跃升。公司的估值在2024年完成Pre-A轮 融资时达到约7000万元，经过A轮融资后，公司目前估值已提升至3亿元。目前，公司在手订单规模近 6000万元，商机储备约1亿元，展现出良好的市场认可度与持续增长动能。 公开资料显示，小易智联成立于2020年。公司围绕"模型+操作系统+智能体应 ...

Core Insights - OpenAI has acquired AI healthcare startup Torch for approximately $100 million, marking a significant step in its expansion into the healthcare sector [1][2] - The acquisition is expected to enhance OpenAI's "ChatGPT Health" service by integrating Torch's technology, which addresses the fragmentation of personal health data [2][4] Group 1: Acquisition Details - The acquisition was completed through equity, with $60 million paid upfront and the remainder allocated for employee retention incentives [2] - Torch, founded in January 2025, has a small team of four members and focuses on creating a unified medical memory database for AI applications [2][3] Group 2: Technology and Integration - Torch's technology can consolidate health information from various sources, including medical records and consumer health apps, to create structured health data contexts for AI models [2][4] - The integration of Torch's capabilities is expected to enable ChatGPT Health to provide personalized health insights rather than generalized advice [4][6] Group 3: Market Context and Competition - The acquisition reflects the competitive landscape of the AI health assistant sector, with competitors like Anthropic also launching similar health integration features [5] - OpenAI's move is part of a broader trend of acquisitions aimed at enhancing its technological capabilities and market position in healthcare [7] Group 4: Future Outlook - The integration of Torch's technology is anticipated to be implemented within the next 3 to 6 months, further advancing AI applications in personal health management [6]

北京商报讯（记者 魏蔚）1月13日，百川智能正式开源新一代医疗大模型 Baichuan-M3，该模型在全球 最权威的医疗 AI 评测 HealthBench 中以 65.1 分的综合成绩位列全球第一；在专门考验复杂决策能力的 HealthBench Hard 上，以44.4分的成绩夺冠。同时，M3 具备了原生的"端到端"严肃问诊能力，能像医生 一样主动追问、逐层逼近，把关键病史和风险信号问出来，进而在完整的信息上进行深度医学推理。目 前，医疗应用"百小应"已同步接入 M3，面向医生与患者开放相关能力。 ...

Core Insights - DeepSeek has not engaged in new financing or significant commercialization activities despite the buzz surrounding large model players in the market [1] - DeepSeek continues to produce high-quality research papers, indicating a stable output of academic contributions [2] - The financial success of its parent company, Huanfang Quantitative, which earned approximately $7 billion last year, provides substantial funding for DeepSeek's research endeavors [6][8] Group 1: Financial Performance - Huanfang Quantitative's funds are showing impressive returns, with nearly all of its funds projected to yield over 55% in 2025 [3] - The average return for quantitative funds in China last year was 30.5%, significantly outperforming global competitors [4] - Huanfang Quantitative's asset management exceeds $70 billion, contributing to its substantial earnings [7] Group 2: Research and Development - DeepSeek's research expenditures are relatively low, with the latest V3 training costing $557,600 and R1 costing $29,400, allowing for the potential production of numerous models with available funds [6] - DeepSeek has maintained a focus on AGI research without the pressure of immediate financial returns, as it has not accepted external funding and is not tied to any major tech company [11][15] - The company has consistently released significant research outputs, including recent advancements in OCR and V3.2, while also open-sourcing components like the memory module [9][10] Group 3: Market Position and Strategy - DeepSeek operates with a unique business model that allows it to focus solely on AGI without the distractions of monetization pressures [10][12] - The company benefits from a stable and committed research team, with minimal turnover and even some returning members, indicating a strong internal culture [28][30] - DeepSeek's research outputs have become valuable to investors, as its technical papers provide insights that influence stock movements in related hardware companies [34][39] Group 4: Competitive Landscape - Compared to other major players like OpenAI, DeepSeek's approach is characterized by a lack of aggressive monetization strategies, focusing instead on pure research [26][9] - The ability to leverage a mature business model for cross-subsidization of AI research is often underestimated in the market [19][20] - DeepSeek's model integrates the strengths of both established companies and pure AI startups, positioning it uniquely in the competitive landscape [26]

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [3][30]. Core Insights - The report highlights that 2026 is expected to see the emergence of more mature AI agent products, driven by advancements in multimodal capabilities, long-text processing, and reasoning abilities. This increase in demand for reasoning will lead to sustained revenue growth for upstream cloud computing providers [2][27]. - It notes that domestic internet giants are approximately one year behind their overseas counterparts in AI capital expenditures, but as the capabilities of large models improve and supply construction is released, AI will continue to empower the core businesses of these giants [2][27]. - The report anticipates that the third quarter will mark a peak in investment for the food delivery battle among internet giants, with a projected narrowing of losses for Alibaba, Meituan, and JD.com in the fourth quarter [2][27]. Company Dynamics - The report mentions that the Qianwen App achieved over 40 million monthly active users within 30 days of its public beta launch [1][14]. - Meta has announced the acquisition of AI company Manus, with its founder taking on a vice president role at Meta [1][14]. - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users [1][15]. - xAI, founded by Elon Musk, has expanded its AI computing capacity by acquiring a third building [1][18]. - Amazon has launched a web-based version of Alexa+ to compete directly with ChatGPT [1][19]. - Gaode's world model has topped WorldScore, indicating significant advancements in AI technology [1][20]. - Samsung plans to double the production of mobile devices equipped with Google AI to 800 million units this year [1][20]. Underlying Technology - Alibaba has upgraded its voice model Qwen3-TTS, introducing new models for voice design and cloning [2][21]. - ByteDance has launched the Seed Prover 1.5 model for formal mathematical reasoning, achieving a gold medal score in a recent competition [2][22]. - Tencent's HY-Motion1.0 has been open-sourced, enabling high-quality 3D animation generation from natural language descriptions [2][22]. - NVIDIA is in talks to acquire AI21 Labs for $2-3 billion, which specializes in large model technology [2][23]. - OpenAI has released ChatGPT Health, which connects to various health applications [2][23]. Industry Policy - The Sichuan provincial government has issued a plan for the construction of a national digital economy innovation development pilot zone [2][24]. - The National Development and Reform Commission has indicated that domestic computing power levels are expected to improve, providing strong support for the AI industry [2][24]. - Beijing has announced an action plan to build an AI innovation hub, aiming for a core industry scale exceeding 1 trillion yuan within two years [2][25].

Group 1 - The core viewpoint is that Fengtai District aims to achieve a GDP of 260 billion yuan by 2025, with a steady annual growth rate of 5.2% during the 14th Five-Year Plan period [1] - The district's general public budget revenue has increased by 30% compared to the end of the 13th Five-Year Plan, indicating strong economic development [1] - Fengtai District is focusing on technological innovation as the core driving force, with the number of national high-tech enterprises reaching 3,605 and technology contract transaction volume achieving 113.47 billion yuan [1] Group 2 - The district has seen significant innovation achievements in key areas, including the first domestic commercial aerospace large liquid launch vehicle "Tianlong 3" being ready for its maiden flight [2] - Five AI models have been registered nationally, and five companies have been included in the 2025 Beijing Industrial Internet Platform list, ranking second in the city [2] - Fengtai District is promoting technology sharing and joint efforts among enterprises, having been approved as the first national-level characteristic industrial cluster for small and medium-sized enterprises in commercial cryptography [2]

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [3][30]. Core Insights - The report highlights that 2026 is expected to see a surge in mature AI agent products due to advancements in large models, particularly in multimodal capabilities, long text processing, and reasoning abilities. This increase in demand for reasoning will drive revenue growth for upstream cloud computing providers [2][27]. - Domestic internet giants are approximately one year behind their overseas counterparts in AI capital expenditures, but as large model capabilities improve and supply construction is released, AI will increasingly empower the core businesses of these giants. The third quarter is anticipated to be a peak for investment in the food delivery battle among major players, with a narrowing of losses expected in the fourth quarter for Alibaba, Meituan, and JD.com [2][27]. Company Dynamics - The report notes that the Qianwen App achieved over 40 million monthly active users within 30 days of its public beta launch [1][14]. - Meta has announced the acquisition of AI company Manus, with its founder taking on a vice president role at Meta [1][14]. - ByteDance's overseas AI assistant Dola has surpassed 10 million daily active users [1][15]. - Elon Musk's xAI has expanded its AI computing capacity by acquiring a third building [1][18]. - Amazon has launched a web-based version of Alexa+ to compete directly with ChatGPT [1][19]. - Gaode's world model has topped WorldScore, indicating significant advancements in AI technology [1][20]. - Samsung plans to double the production of mobile devices equipped with Google AI to 800 million units this year [1][20]. Underlying Technologies - Alibaba has upgraded its voice model Qwen3-TTS, introducing new models for voice design and cloning [2][21]. - ByteDance has launched the Seed Prover 1.5 model for formal mathematical reasoning, achieving a gold medal score in a recent competition [2][22]. - Tencent's HY-Motion1.0 has been open-sourced, enabling high-quality 3D animation generation from natural language descriptions [2][22]. - NVIDIA is in talks to acquire AI21 Labs for $2-3 billion, enhancing its capabilities in large models [2][23]. - OpenAI has released ChatGPT Health, which connects with various health applications to provide personalized health advice [2][23]. Industry Policies - The Sichuan provincial government has issued a plan to establish a national digital economy innovation development pilot zone, focusing on breakthroughs in key technologies [2][24]. - The National Development and Reform Commission has indicated that domestic computing power levels are expected to improve, supporting the AI industry [2][24]. - Beijing has launched an action plan to build a global AI innovation hub, aiming for a core industry scale exceeding 1 trillion yuan within two years [2][25].