转自：成都日报锦观 曹立军在调研全市人工智能产业高质量发展情况时强调 坚持创新驱动 突出应用导向 推动人工智能更好赋能高质量发展 本报讯 （成都日报锦观新闻记者 张家华 李长乐） 1月4日，省委常委、市委书记曹立军前往部分园区、 企业调研全市人工智能产业高质量发展情况。他强调，要深入学习贯彻党的二十届四中全会精神和习近 平总书记关于人工智能发展的重要论述，认真落实中央和省委经济工作会议精神，坚持创新驱动，突出 应用导向，深入推进"人工智能+"行动，建强国家人工智能创新应用先导区，推动人工智能更好赋能高 质量发展。 国家超级计算成都中心是西部首个国家超算中心，算力服务覆盖全国重点城市。曹立军来到这里，认真 听取中心功能建设、算力服务、应用案例等方面情况介绍，了解超算中心赋能人工智能产业创新发展成 效。他说，超算中心是支撑基础科学研究的重大新型科技基础设施，要围绕服务国家战略，充分发挥高 性能算力赋能作用，夯实算力、算法、数据等基础底座，深化数据资源开发利用和开放共享，提升算力 供给能力和服务品质，更好赋能企业和产业高质量发展。 华西医疗机器人研究院是集产学研为一体的新型综合研发机构。曹立军来到研究院展厅，观看产 ...

Core Insights - OpenAI is shifting its competitive focus from rival chatbots to hardware and user ecosystems, particularly targeting Apple as a long-term opponent in the AI landscape [1] - OpenAI is pursuing hardware initiatives, partnering with Jony Ive to develop AI-centric devices, with prototypes already in testing [2] - A new screenless or minimally screened device aims to enhance user experience by providing contextual awareness and reducing distractions [3][4] Hardware Initiatives - OpenAI's collaboration with Jony Ive involves the development of an audio-focused gadget, which could be the first product from this partnership [2] - The device is designed to anticipate user needs through microphones and cameras, promoting a calmer experience compared to current smartphones [3] Integration with Fintech - If the advancements in hardware are integrated into Fintech and investment applications, they could significantly transform user experiences and decision-making processes [4] - Altman suggests that these developments could be as transformative as the iPhone, with a potential launch timeframe of late 2026 or 2027 [4] ChatGPT Ecosystem - OpenAI is reimagining ChatGPT as a foundational platform, introducing features like an in-chat App Directory and developer SDK for third-party app integration [5] - This positions ChatGPT as a central hub for daily activities, potentially reducing reliance on traditional app stores and device-specific platforms [6] User Feedback and Adoption - OpenAI's early releases focus on user feedback and iteration, emphasizing the need for refining reliability for widespread adoption [7] - Altman's strategy highlights the importance of controlling the everyday interface with technology, aiming to challenge Apple's dominance in personal computing [7] Future of AI Companions - Successful implementation of these initiatives could lead to a new era of proactive AI companions, redefining user interaction with the digital realm [8]

Group 1 - The trend of extreme work hours among AI startup CEOs in California reflects a revival of "grind culture" reminiscent of the late 1990s and early 2000s dot-com boom [2][4] - Young founders are motivated by the belief that the current market opportunity for AI will only last two to three years, prompting them to work intensely to build their businesses [3] - The "996" work culture, which involves working 12 hours a day for six days a week, has gained traction in the U.S. and is associated with the ethos promoted by influential figures like Elon Musk and Jack Ma [4][5] Group 2 - Many founders advocating for the 996 work culture are in their 20s, often without significant personal obligations, viewing long hours as essential for achieving success in a competitive market [5] - For a select group of workers in San Francisco's AI startups, a 72-hour work week is perceived as the only route to substantial financial rewards, contrasting with the views of older workers who may not share the same priorities [5]

【未来#我国人工智能核心产业规模将达1.8万亿元# #智能机器人卖爆了#】2025年，智能消费市场成为 经济增长的澎湃动能。人工智能已深度融入消费全场景。从全屋智能到AI穿戴，从数字文旅到智慧养 老，新体验、新场景持续迸发。AI眼镜、智能机器人等产品销量爆发式增长。据统计，年轻群体 （1995-2009 年出生人群）数字消费用户已达2.61亿人，是智能商品、数字消费的主力。2024年我国人 工智能核心产业规模超过9000亿元，同比增长24%，2025年有望超过1.2万亿元，未来将达到1.8万亿 元，呈现出爆发式发展的态势。 来源：@央视财经微博 ...

更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 大模型不能"吞噬一切",重视 AI 应用投资机会 20260104 摘要 0&A 2025 年 AI 应用市场表现如何?有哪些关键事件影响了市场预期? 2025年 AI 应用市场整体表现较为一般,甚至让人有些失望。除了春节后 Deepseek 用户增长带动了一些行情外,从二季度到四季度,AI 应用的市场表现都不尽如 人意。然而,在 2025 年最后几个交易日,中国武汉的公司 Manus 被 Facebook 收购的消息引发了市场关注。这一事件从两个视角改变了人们对 AI 应用的看法。 首先,今年以来,市场上普遍认为大模型吞噬一切,导致非全球 TOP 3 模型公司 的应用产品难以独立生存。这种观点压制了应用行情。然而,Meta 作为全球顶 争 狗 - Manus 被 Meta 收购表明垂直 AI 应用具独立价值,中国 AI 应用公司海外 商业化能力获认可,市场对 AI 应用行情重燃兴趣,短期内 CES 展会及智 谱华章、Minimax 上市等事件或成催化剂。 2026年 AI 应用行情预计乐观,大厂加速 C端布局,如阿里千问 APP 接入 高德地图,字节 ...

科大讯飞（002230.SZ）1月4日在投资者互动平台表示，公司对智能辅助驾驶等热点领域均保持密切关 注，无具体应披露信息，感谢关注。 （记者 张海妮） 每经AI快讯，有投资者在投资者互动平台提问：目前自动驾驶L3都开始获批上路了，贵公司研发的L2 自动驾驶却还没有消息，请问贵公司如何看待差距不断扩大？ ...

Core Viewpoint - The AI sector has experienced significant growth, but concerns about a potential bubble exist, leading to uncertainty about future investments in AI stocks [2][4][10] Investment Sentiment - A majority of investors remain optimistic about the long-term potential of AI, with 62% of American adults confident in strong returns from AI-focused companies, and 93% of current AI investors believing in the technology's future [6] Long-Term vs Short-Term - The long-term potential of AI investments is deemed more important than short-term volatility, with experts suggesting that the real question is the state of AI in 10 to 20 years [5][10] - Experts acknowledge that while there will be fluctuations in AI earnings, the long-term market potential is superior to many other investment themes [8] Investment Strategy - Investors are advised to focus on quality stocks and seek companies that are foundational to AI technology, such as smaller semiconductor and data center ecosystem players [9] - Researching a company's fundamentals is crucial, as weak companies may struggle during downturns, while healthy organizations are more likely to recover [9]

以下文章来源于36氪出海 ，作者36氪出海 36氪出海 . Meta收购AI智能体公司Manus 12月30日消息，Meta宣布收购AI智能体公司Manus以加速人工智能创新，具体交易条款未披露。据晚点LatePost消息，在Meta收 购前，Manus正以20亿美元估值进行新一轮融资。收购完成后，创始人肖弘将出任Meta副总裁。据介绍，被收购之后，Manus将 继续通过App和网站为用户提供产品和订阅服务，同时公司将继续在新加坡运营。肖弘表示：携手Meta使我们能够在不改变 Manus运作方式和决策机制的前提下，在更强大、更可持续的基础上发展。我们对Meta与Manus合作的前景充满期待。（36氪） 字节跳动旗下海外AI助手Dola日活破千万 12月31日消息，字节跳动旗下面向海外市场的AI助手应用Dola日活跃用户数已突破千万。该产品主打对话问答、写作翻译与图像 能力，在Google Play的应用介绍中，其定位为写作、思考与创作的一站式助手。2023年8月，字节跳动在海外推出AI助手应用 Cici，主要面向菲律宾、印尼及拉美等新兴市场提供服务。Cici和豆包不仅在上线时间上和豆包基本一致，产品形象也和豆 ...

Core Insights - The article discusses the differences between AI investment landscapes in China and the United States, highlighting the focus on large models in both markets and the evolving perceptions of application value [3][4]. - It emphasizes the shift from AI agents to more practical enterprise applications, indicating a growing demand for stability and reliability in AI solutions [5][6]. - The article also addresses the cultural and market differences that influence investment strategies and product development in the two regions [10][11]. Group 1: Investment Trends - In 2023, there was a clear consensus in both China and the U.S. to invest in large models, with companies like OpenAI and Anthropic capturing significant market profits [3]. - By 2024 and 2025, application companies began to establish unique features and competitive advantages, moving beyond superficial applications [4]. - The article notes that the AI agent trend has faced challenges in real-world applications due to stability issues, prompting a shift towards more pragmatic entrepreneurial approaches [5][6]. Group 2: Market Dynamics - The U.S. market is characterized by a strong willingness to pay for software solutions, while Chinese companies tend to prefer service-based models, affecting pricing strategies [11][12]. - The article highlights that U.S. investors often favor B2B and B2G models, contrasting with China's focus on B2C, due to the unified market nature in China versus the diverse U.S. market [10][11]. - The concept of "Prosumer" is viewed differently in both regions, with U.S. products often transitioning from individual users to business applications [12][13]. Group 3: Company Evaluation and Valuation - Investors look for unique industry insights and the ability to adapt quickly to market changes when evaluating startups [24][25]. - The article discusses the common practice of having a few major clients contributing a significant portion of revenue, which can indicate a lack of product-market fit [18][19]. - Valuation practices differ, with early-stage companies in Silicon Valley often seeing valuations ranging from $10 million to $40 million, depending on their background and market traction [41][42]. Group 4: Future Outlook - The article predicts a significant adjustment in the AI market, with concerns about potential bubbles and the impact of major players like NVIDIA and OpenAI on valuations [66][67]. - It suggests that while scaling laws may have reached their limits, there are still opportunities for optimization in application layers [78][79]. - The discussion includes the potential for AI to enhance productivity, with contrasting views on its impact on employment and business efficiency [80][81].

Core Insights - The company, Yue Zhi An Mian AI, has completed a $500 million financing round, led by IDG Capital, amidst a competitive landscape of domestic AI firms preparing for IPOs [2][3] - The latest funding round has valued Yue Zhi An Mian AI at $4.3 billion, with over 10 billion RMB (approximately $1.4 billion) in cash reserves, primarily for AI computing infrastructure [3] - The flagship model, Kimi K2 Thinking, has surpassed OpenAI's GPT-5 and Anthropic's Claude Sonnet 4.5 in various AI benchmark tests, showcasing its capabilities as a "thinking agent" [4][5] Company Overview - Yue Zhi An Mian AI, officially known as Beijing Yue Zhi An Mian Technology Co., is recognized as a leading developer of large language models in China, alongside competitors like Zhi Pu AI and MiniMax, collectively referred to as "AI Tigers" [2][4] - The company is focused on developing foundational models that may achieve general artificial intelligence, aiming to compete with U.S. counterparts such as OpenAI and Google [2] Financial Position - The recent financing has significantly bolstered the company's valuation and cash reserves, allowing it to prioritize infrastructure development over immediate IPO plans, unlike its competitors [3][5] - CEO Yang Zhilin has indicated that the company is not in a rush to go public, despite the ongoing IPO preparations of MiniMax and Zhi Pu AI [3][5] Product Development - Kimi K2 Thinking, the company's flagship model, features 1 trillion parameters and is designed to perform complex reasoning tasks, utilizing third-party software for enhanced functionality [4][5] - Since its release, the model has contributed to a nearly fourfold increase in overseas revenue and a 170% growth in paid subscription users [4]