Economic Performance - The Hang Seng Index rose over 700 points, an increase of approximately 2.8%, marking the best start to a year since 2013, reflecting the vitality of Hong Kong's economy [2] - In 2025, Hong Kong's overall investment expenditure saw a real year-on-year increase of 4.3%, while private consumption expenditure grew by 2.1% [4] - The overall goods exports continued to show strong growth with a real year-on-year increase of 12.1%, and service exports expanded by 6.3% [4] - The forecast for real local GDP growth for 2025 was revised upward from 2%-3% to 3.2% [4] Financial Market Developments - The Hong Kong stock market continued its momentum with the listing of two AI model companies, with MiniMax seeing a first-day increase of over 109% [3] - In 2025, the IPO scale in Hong Kong more than doubled year-on-year, ranking first globally [3] - Net inflows into funds recognized by the Securities and Futures Commission in Hong Kong exceeded $41 billion in the first nine months of the previous year, an increase of over 1.5 times compared to the full year of 2024 [3] Innovation and Technology - Hong Kong is transitioning from traditional roles as a financial and shipping center to a "diversified innovation-driven economy" [5] - The Hong Kong Science and Technology Innovation Cooperation Zone officially opened, hosting 60 enterprises, including several industry leaders [5] - Approximately 40% of Hong Kong enterprises have adopted AI and digital technologies, with 75.5% reporting significant improvements in operational efficiency [6] International Recognition and Business Environment - Hong Kong's status as a global financial center is solidified, ranking third in the Global Financial Centers Index and fourth in the World Talent Ranking [7] - The number of companies with headquarters in Hong Kong reached nearly 10,000, a historical high [3] - The Hong Kong government has actively engaged in international trade, achieving 59 cooperation agreements during trade missions to Qatar and Kuwait [7] Future Economic Outlook - The Hong Kong General Chamber of Commerce predicts a GDP growth of 2.7% for 2026, with nearly half of surveyed businesses holding a positive outlook for the economy over the next 12 months, a significant increase from 18.3% the previous year [8] - The year 2026 is seen as a pivotal year for aligning with the national "14th Five-Year Plan" and focusing on economic development and public welfare [8]

上海道客网络科技有限公司创始人陈齐彦认为，目前AI领域95%的软件都是开源软件，这一比例仍在增 长。同时，从代码贡献量看，中国已是世界第二大开源贡献国，话语权还在不断上升。 （来源：经济参考报） 1月13日，第二届开源产业生态大会在上海召开。记者从会上获悉，目前，上海的开源开发者数量超过 100万人，数量位居全国第二。下一步，上海将支持人工智能、关键软件等关键领域的硬核开源项目。 上海市经信委总工程师裘薇透露，开源不再只是简单的代码共享，而是作为开放协同的新生产方式，逐 步向经济社会的特定领域拓展和演变，成为实现技术突破、参与全球科技创新的重要途径。上海将支持 人工智能、关键软件等关键领域的硬开源项目开花结果并可持续发展，支持对全球开源规则和标准的长 期贡献，带动上海乃至全国从使用生态到主导生态的转变。 一些科技"链主"企业也在积极发展开源生态。上海开源信息技术协会理事长、沐曦股份联合创始人杨建 表示，沐曦希望打造出类似安卓生态的GPU（图形处理器）生态，以促进行业生态繁荣。目前，沐曦已 在开源社区上线96个模型，未来沐曦自主研发的生态也会逐渐开源。此外，沐曦计划发展50家战略合作 公司，并与500家大学和研 ...

Core Viewpoint - Fengtai District is set to enhance urban governance and infrastructure, aiming for a GDP of 260 billion yuan by 2025, with significant growth in new enterprises and foreign investments [1][2]. Group 1: Economic Development - By 2025, Fengtai District's GDP is projected to reach 260 billion yuan, with a total of over 249,000 market entities and 40,000 new enterprises established, marking an 87.7% year-on-year increase, the highest in the city [1]. - The district will have 3,605 national high-tech enterprises by 2025, with a technology contract transaction volume of 113.47 billion yuan and intellectual property pledge financing exceeding 5 billion yuan, both showing over 80% growth [2]. Group 2: Infrastructure and Urban Planning - Fengtai District plans to revamp 21.3 million square meters around the "One Corridor, One City" project and improve the environment of three major transportation hubs by 2025 [1][2]. - The district will construct 11 new roads and open 13 "broken roads" in 2026, enhancing urban connectivity and infrastructure [3]. Group 3: Transportation and Parking Solutions - In 2025, Fengtai District will open 12 "broken roads," improving urban micro-circulation and adding 6,273 new parking spaces, including 16 shared parking lots, alleviating parking difficulties [3]. - The completion of the South Central Axis area road inspection signifies the successful initiation of the "broken road dynamic clearance" task for 2026 [3]. Group 4: Future Goals - Fengtai District aims to integrate rural urbanization, urban modernization, and comprehensive scene development, focusing on a modern industrial system characterized by "4+5+X" [3].

◎钱佳滢 记者 操子怡 2026年开年，人工智能的热度在持续升温：1月初，"工赋上海"创新大会在上海举行，整个会场被人工 智能产业链上下游的从业者挤得满满当当；江苏常州宣布设立总规模50亿元的人工智能专项基金，支持 优质项目和团队落地；安徽合肥启动国家人工智能应用中试基地，聚焦基层医疗等场景，为"健康中国 2030"提供技术支撑……在"十五五"开局之年，长三角正加速抢滩人工智能产业新高地。 在政府层面，这一趋势同样清晰可见：新年伊始，长三角多地政府领导的新年调研，纷纷将人工智能产 业园区作为"第一站"；多地"新年第一会"也不约而同地把"人工智能"设为核心议题。 华东师范大学城市发展研究院院长曾刚对上海证券报记者表示，多地政府将人工智能作为开年调研重 点，反映出对这一战略性新赛道的高度共识。 各扬所长 打造AI产业高地 "长三角正以算力统筹为基础、平台共建为支撑、数据流通为纽带、政策协同为引领，系统推进人工智 能一体化发展。"安徽大学长三角一体化发展研究院执行院长杨仁发对上海证券报记者表示。 根据《2025上海市"AI+制造"发展白皮书》，2025年前三季度，上海394家规模以上人工智能企业实现 产业规模435 ...

Core Insights - The "Investment Qilu Win-Win Future" high-quality development capital docking event was held in Jinan, aiming to build a bridge between industry and capital [1] - The event showcased 150 quality investment projects from Shandong Province, covering strategic emerging industries such as artificial intelligence, high-end equipment manufacturing, new energy materials, and biomedicine [1] - A total of 37 funds signed agreements with 13 projects, with a total scale exceeding 34.7 billion yuan, injecting strong capital momentum into Shandong's transformation and upgrading of its economy [1] Group 1 - The event included multiple segments such as project roadshows, capital docking, and investment discussions, attracting 380 participants including representatives from 7 national funds and 117 domestic private equity investment institutions [1] - Shandong's Vice Governor Zhang Haibo invited entrepreneurs and investors to focus on industrial upgrades and share the benefits of the province's economic transformation [1] - The event was organized by the Shandong Provincial Development and Reform Commission and the Shandong Securities Regulatory Bureau, coinciding with the release of a policy document aimed at promoting high-quality development of venture capital in Shandong [2]

（来源：南京晨报） 转自：南京晨报 近期，省政府印发《江苏省"人工智能+"行动方案》（以下简称《行动方案》），对江苏大力度推动人 工智能与经济社会各行业各领域广泛深度融合作出全面系统部署。1月13日下午，江苏省政府召开新闻 发布会，详细介绍了《行动方案》相关情况。 会上，省发展改革委副主任蔡剑峰表示，到2027年，率先实现人工智能广泛深度融合，新一代智能终 端、智能体等应用普及率70%以上，产业规模快速增长。到2030年，新一代智能终端、智能体等应用普 及率90%以上，形成一批国内领先的大模型，打造一批规模化商业化应用场景，人工智能产业规模超万 亿元，智能经济成为全省经济发展的重要增长极。到2035年，建成国内领先的"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。 人工智能围绕"三高"赋能 蔡剑峰表示，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，重点围 绕"三高"做好赋能： 《行动方案》分4个部分共26条 《行动方案》分为总体目标、重点行动、政策支持和组织实施四个部分，包括七大重点行动，共26条。 在总体布局上，主要是"四个突出、一个做 ...

Market Overview - The A-share market experienced a phase adjustment on January 13, ending a 17-day winning streak, with all three major indices closing lower. Despite this pullback, trading activity remained robust, with a total transaction volume 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 the profit-making effect not yet fully disseminated, indicating a relatively healthy market trend [1]. - The majority of trading volume was concentrated in the first half hour of the morning session, with significant fluctuations observed throughout the day [3]. Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up. The precious metals, medical services, mining, and biopharmaceutical sectors showed the most significant gains, while aerospace, communication equipment, computer devices, shipbuilding, semiconductors, and electronic chemicals faced the largest declines [3][4]. Individual Stock Highlights - Several high-performing stocks experienced pullbacks, particularly in the commercial aerospace sector, where multiple stocks hit the daily limit down. Notably, some companies in this sector have issued risk warning announcements recently [4][5]. Analyst Insights - Analysts from various brokerages noted that while the market's overall trend appears healthy, there is concern about potential volatility following the significant increase in trading volume. Historical patterns suggest that increased volume can lead to market fluctuations, especially after a prolonged upward trend [7][8]. - The market may see a rotation between high-performing sectors, which could lead to further volatility. Analysts recommend maintaining a cautious approach to portfolio management during this transition [7][8].

Core Insights - Wuhan's GDP is projected to grow by approximately 6% by 2025, marking the highest growth rate in four years, with retail sales expected to exceed 900 billion yuan, indicating progress towards a trillion yuan consumption target [1][2] - The city is emerging as a competitive player in the consumption market, alongside Hangzhou and Nanjing, with retail sales rebounding to 700 billion yuan in 2023 and expected to surpass 900 billion yuan in 2025 [2][3] Economic Growth and Consumption - Wuhan's government aims for a retail sales target of over 1.07 trillion yuan by 2027 as part of its action plan to establish itself as an international consumption center [1] - The retail sales growth reflects a shift in consumer behavior and market dynamics, with Wuhan's consumption market showing new momentum [2] Emerging Trends and Cultural Impact - The rise of "internet celebrity" products, such as the "Garlic Bird," has provided Wuhan with a unique opportunity to enhance its cultural and consumption appeal, achieving over 1 million yuan in sales in a single month [3][4] - The cherry blossom season has become a significant draw for tourism, with over 1 million visitors in 2025, indicating a blend of cultural and commercial activities that enhance consumer engagement [4][8] Tourism and External Consumption - A significant portion of visitors during the cherry blossom season are from outside Wuhan, contributing to local economic growth, with external tourists generating approximately 1.2 billion yuan in direct consumption [8][9] - Wuhan's tourism revenue reached 217.04 billion yuan during the 2025 National Day and Mid-Autumn Festival, showcasing its position as a leading economic city [8][9] Retail and E-commerce Growth - Wuhan's online retail sales grew by 9.51% to 268.06 billion yuan in the first eight months of 2025, indicating a shift towards digital consumption [11] - The transformation of traditional retail spaces, such as Han Zheng Street, into hubs for live-streaming commerce has significantly boosted sales, with clothing revenue surpassing 100 billion yuan [11] Challenges and Opportunities - Despite strong growth, Wuhan's per capita tourism spending remains lower than that of Nanjing and Hangzhou, highlighting potential for further development in local consumption [12][14] - The city is focusing on enhancing local consumer spending through initiatives aimed at increasing disposable income and promoting new consumption trends, such as outdoor camping and electric vehicles [12][15] Strategic Positioning - Wuhan's geographical advantage as a transportation hub allows it to connect with surrounding provinces, enhancing its role as a consumption center [10] - The city's focus on emerging industries, including new energy vehicles and technology sectors, positions it to capture future consumer trends and drive economic growth [15]

近期，国产大模型产业利好不断。北京智谱华章科技股份有限公司登陆港交所成为"全球大模型第一 股"，随后MiniMax在港交所上市首日总市值破千亿元。资本市场用真金白银传递出明确信号，AI投资 的主线开始向应用价值迁移。另外，阿里千问开源大模型迎来爆发式增长，DeepSeek新模型也即将发 布。 此前，"大模型吞噬一切"的声音让市场担忧AI产业将陷入巨头垄断的格局，垂直应用企业的生存空间被 挤压。而当前投资逻辑转向应用，彻底打破了这一迷思，释放出"多元共生"的生态信号。 第二，产业赋能从"单点突破"转向"全景渗透"，实体经济升级提速。 AI投资向应用倾斜，最大的受益者是实体经济。过去，AI应用多集中于互联网、科技等少数领域，而 当前的投资逻辑更强调"人工智能+"的全景渗透，推动千行百业实现智能化转型。在政策层面，工业和 信息化部等八部门联合印发的《"人工智能+制造"专项行动实施意见》明确提出，到2027年"推出1000个 高水平工业智能体""推广500个典型应用场景"。在实践中，AI已深度融入制造、医疗、政务、文旅等多 个领域。 这种全景渗透不仅让传统产业焕发新生，更催生了新产业、新业态、新模式。近期，在资本市场 ...

此外，马鞍山高效深化改革，通过深化"一试三证"改革，创新"人才共享"机制，探索"破格评价"方式， 畅通"双向流动"渠道等一系列举措，激发创新创业活力。着力优化人才发展生态，强化服务的针对性和 实效性，建立"即审即享、即来即办、即有即改"快速响应机制，创新打造"人才会客厅"，定期举办"人 才接待日"，归集办理人才关切事项620余个。 在工作推进中，马鞍山坚持高位谋划布局，建立"1+7+16"人才推动机制，制定支持"人才试验区"建设10 条措施，实行高层次人才叠加激励，并探索打造科创人才走廊。同时，建立"承东启西"人才合作机制， 加强与南京、合肥的合作与交流。 在高标准引育留用方面，马鞍山坚持"全职引+柔性用"相结合，近两年全职引进人才1.1万余人。大力推 动"柔性"用才，建立"人才（研发）飞地"12个，设立"名师工作室""名医工作室"79个，柔性引进人才 2200余人次，联合攻关项目达600余个。 柔性引才的效能充分体现于具体项目中。例如南京邮电大学何静教授团队的人工智能项目落地和县，当 地通过精准对接应用场景、高效协同服务，推动项目快速签约落地并成功设立2家人工智能企业，实现 高层次人才项目与政策申报双突破。 ...