来源：环球时报 新加坡《思想中国》1月12日文章，原题：中国是否已经解决了人工智能治理问题？ 在地缘政治背景 下，人工智能（AI）的发展常被描述为一场竞赛——比拼谁能打造出最顶尖的AI模型、最快实现部 署，并成功获取AI红利。但在追求更强AI能力的过程中，许多国家的政府仅获得算力资源，并不能自 动转化为更高的AI能力。原因并不令人意外。提升国家层面的AI能力充满挑战。负责落实政策的机构 往往面临相互冲突的制度性激励，而AI技术发展的速度又远超立法周期步伐。 最后，通过制度实现可预测性。AI的跨学科特性常导致国家AI议程责任分散，中国通过中央统筹和指 定牵头部委来缓解这种"碎片化"问题。可预测性对投资者和创新者都至关重要。清晰的职责划分、明确 的权责边界以及法律确定性，能有效降低监管不确定性，提升合规意愿和长期投资的可能性。 这并非意味着中国已"解决"AI治理问题，也不是说其模式应被其他国家全盘照搬。中国的经验表明，最 困难的问题不是构建AI本身，而是如何在长时间跨度内、在不同机构之间，实现大规模有效治理。AI 领域的真正挑战，在于各国政府能否建立起具备快速学习与适应能力的治理体系，以跟上其所要引导的 技术变革 ...

Core Viewpoint - The dominance of the "Big Seven" tech stocks in the US market is showing signs of weakening, as their performance has diverged, with only Alphabet and Nvidia outperforming the overall market in the past year [1][2][3] Group 1: Performance of the "Big Seven" - The "Big Seven" refers to Tesla, Nvidia, Microsoft, Amazon, Apple, Alphabet, and Meta, which collectively account for about one-third of the S&P 500 index [2] - In 2025, the "Big Seven" index rose by 25%, outperforming the S&P 500's 16% increase, primarily driven by Alphabet's 66% and Nvidia's 39% stock price increases [2] - The expected profit growth for the "Big Seven" stocks is about 18%, the lowest since 2022, only slightly above the 13% expected growth for the remaining 493 companies in the S&P 500 [3] Group 2: Diverging Company Prospects - Nvidia continues to see sales growth due to high demand for AI chips, despite concerns about competition and customer spending sustainability [2] - Microsoft is investing heavily in AI but is perceived to have slower profit growth [2] - Apple's cautious approach to AI investments has stabilized its position, but its high stock price is viewed as overvalued [2][3] Group 3: Shift in Market Focus - Investors are increasingly looking towards other components of the S&P 500 as profit growth slows and doubts about the returns from massive AI investments grow [3] - Year-to-date, the "Big Seven" index has only increased by 0.5%, while the S&P 500 has risen by 1.8% [3] Group 4: Rise of Asian Tech Stocks - Asian tech stocks are experiencing a strong rise, contrasting with the slowdown in US tech stocks, with expectations that they will outperform their US counterparts throughout the year [4] - The MSCI Asia Pacific Information Technology Index has outperformed the Nasdaq 100 Index by 33 percentage points this year [4] - Major players in the Asian tech sector, such as Samsung and various Chinese AI companies, are showing significant growth and market confidence [4][6][7] Group 5: Future Outlook for Chinese Tech Giants - The Chinese tech sector is gaining attention, with predictions that the "Big Eight" Chinese tech companies could surpass the "Big Seven" US tech companies in profit growth by 2026 [6][7] - Recent IPOs of Chinese AI companies have boosted market confidence, with significant stock price increases observed [7]

Group 1 - Reliance Industries, led by billionaire Mukesh Ambani, announced the launch of India's first indigenous AI platform aimed at making AI affordable for every citizen, starting in Gujarat [1] - The company plans to double its investment in Gujarat to 7 trillion rupees (approximately 100 billion USD), focusing on clean energy, AI, sports infrastructure, and social development [1] - Reliance is constructing India's largest AI-ready data center in Jamnagar, with the goal of making AI accessible to all Indians [1] Group 2 - The AI application platform launched by Reliance is distinct from the core foundational models that countries are competing for, indicating a strategic shift towards user-oriented solutions and enterprise services in India [2] - Reliance announced a joint venture with Meta, investing 100 million USD, to combine Meta's Llama open-source model with Reliance's industry expertise to provide affordable enterprise-level AI for Indian organizations [2] - Criticism has emerged regarding India's approach to AI, suggesting that merely building applications on top of existing models could lead to a loss of core value, emphasizing the need for a deeper understanding of AI as a transformative force [3]

Core Viewpoint - The report highlights the achievements and future plans of Shijingshan District in Beijing, emphasizing urban renewal, economic growth, and social welfare improvements as part of the 14th Five-Year Plan and the upcoming 15th Five-Year Plan [1][9][19] Economic Development - The district's GDP is projected to reach 137 billion yuan, with fixed asset investment exceeding 50 billion yuan for the first time [3] - A total of 42 annual tasks were completed, and 12 key municipal projects were initiated [3] - Consumption initiatives led to the opening of 25 new stores and the issuance of 38 million yuan in consumption vouchers, stimulating over 2.7 billion yuan in consumer spending [3] Urban Renewal - The district completed 48 tasks in the latest urban renewal initiative, including the approval of historical and cultural preservation plans [4] - Significant infrastructure projects include the completion of the Apple Garden transportation hub and the opening of 89 old community areas for renovation [4] Industrial Development - The establishment of new research centers and technology hubs is expected to enhance the modern industrial system, with projected revenue growth of 18% in the digital economy sector [5] - The district aims to strengthen its position in artificial intelligence, financial services, and virtual reality industries, with expected revenues of 420 billion yuan from AI and 280 billion yuan from the sci-fi gaming sector [5] Cultural and Environmental Initiatives - Over 10,000 cultural events were held, benefiting more than 3 million people, and the cultural industry is expected to grow by 20% [6] - Environmental quality improved significantly, with 319 days of good air quality recorded [6] Social Welfare - The district has implemented 46 social welfare projects, creating over 32,000 jobs and increasing housing availability with 1,336 new affordable housing units [7] - Educational facilities were expanded, adding 2,070 new school places and enhancing elderly care services [7] Future Planning - The 15th Five-Year Plan aims to enhance urban functions, economic strength, and social governance, with a focus on sustainable development and improved living standards [10][12] - Key projects include the construction of a new exhibition town and the promotion of digital and green consumption [15][16]

Group 1 - The core idea emphasizes the importance of strategic foresight and patience in both chess and development, advocating for long-term planning over short-term gains [1][2][6] - Local development often faces trade-offs, such as pursuing high-investment projects that may harm the environment, necessitating careful decision-making [2] - The concept of "舍" (sacrifice) in development is highlighted, where innovative thinking can transform challenges into opportunities, as seen in successful projects in Jiangsu and Shandong [3] Group 2 - Collaboration and complementary strengths among regions, such as Hong Kong, Shenzhen, and Guangzhou, enhance industrial resilience and innovation [3][4] - The integration of infrastructure and coordinated regional development is crucial for sustained economic growth and innovation [4] - The rapid advancement of AI in China is attributed to a combination of strategic planning, abundant resources, and significant talent development, with Chinese experts comprising 47% of top global AI researchers [5]

Group 1 - The meeting between the leaders of Guangxi and China Guoxin Holdings aimed to deepen cooperation and investment in Guangxi, highlighting the region's strategic importance in economic development and AI collaboration [2][3] - Guangxi is focusing on high-quality development in key industries, particularly in non-ferrous metals and AI, leveraging national initiatives such as the AI capability construction plan and the Western Land-Sea New Corridor [2] - China Guoxin is positioned as a significant player in state-owned capital operations, managing a strategic emerging industry development fund, and is committed to enhancing investment in Guangxi across various sectors [2][3] Group 2 - China Guoxin recognizes Guangxi as a vital "bridgehead" for opening up to ASEAN, with a solid industrial foundation and promising development prospects [3] - The company plans to leverage its strengths in fund investment, direct investment, equity operations, and asset management to foster collaboration in AI, financial services, advanced materials, biomedicine, and new energy vehicles [3] - Both parties aim to jointly develop major projects and enhance the construction of the China-ASEAN AI application cooperation center to support Guangxi's high-quality economic and social development [3]

语音刚落，眼前的人形机器人忽然抬头，双眼闪烁起黄光。它微微侧身，手臂轻扬，随着音乐节拍灵活 摆动手脚，时而转圈、时而跺步，关节转动流畅如真人，却又带着一丝俏皮机械感。 不远处，苏州纵横宇宙科技有限公司展台上，参观者戴上VR眼镜，瞬间"飞"入无垠的"银河"；另一块 显示屏上，南京市电化教育馆打造的数字人IP"荣荣"与"辟小兽"正灵动地招手，只需一句"荣荣，请播 放包饺子步骤"，数字人立即推送教学视频。 1月13日，省政府举办新闻发布会，解读近期发布的《江苏省"人工智能+"行动方案》。发布会现场，一 系列AI产品亮相，瞬间打破"次元壁"。江苏人工智能发展到什么阶段？又将如何全方位赋能千行百业？ 随着发布会的进行，各厅局接连登台，一幅清晰而系统的"路线图"徐徐展开。 明确进阶路径，应用大省迈向创新强省 □ 本报记者许愿实习生陈泓霓 《江苏省"人工智能+"行动方案》立足江苏产业、数据、场景、人才等优势，旨在加快人工智能技术创 新，强化算力、算法、数据等高效供给，推动人工智能赋能千行百业、进入千商万店千家万户。 《行动方案》提出明确目标—— "大卫，大卫，跳支舞吧！" 当前，人工智能正加速与实体经济深度融合，深刻改变制 ...

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].