同时，在AI大模型领域，思朗科学计算中心及区域总部项目部署高性能算力资源，聚焦AI基础模型与 材料模拟，推动"人工智能+科学研究"融合；清听声学研发生产基地项目年产100万件聚音屏模组贴合系 列产品，凭借其全球首创的聚音屏定向声技术，将带动消费电子、智能汽车等领域声感知技术创新与产 业升级，填补定向声领域市场空白。 据悉，合肥高新区始终坚持把产业项目招引作为推动高质量发展的"第一要务"，深化"产业链+场景+基 金"招商模式，强化土地、载体、人才等要素保障，构建覆盖项目线索、签约、开工、投产全生命周期 的服务机制。 其中，在半导体领域，两个10亿元级重大项目落地。功率模块封装测试项目将建设碳化硅器件及功率模 块封测产线，达产后预计年产值15亿元、税收1亿元，有效支撑新能源汽车、光伏储能等下游应用；半 导体量检测设备产业园项目致力于突破晶圆缺陷检测设备国产化瓶颈，推动产业链自主可控。 中新网安徽新闻1月13日电 近日，合肥高新区在推动"产业先导区"建设方面取得重要进展，思朗科技区 域中心及3D科学计算中心等16个高质量项目相继签约落地，总投资106.7亿元，标志着一季度招商引资 工作实现良好开局。 这些项目紧扣国 ...

Company Highlights - Dipo Technology (1384.HK), recognized as the "first stock of enterprise-level large model AI applications" in Hong Kong, saw its stock price rise by 7.49% to 74.6 HKD, reaching a three-week high [1] - Since its IPO at 26.66 HKD, the stock has appreciated approximately 1.8 times, indicating strong market performance [1] - The stock has gained 18.4% over the last 10 trading days, outperforming the Hang Seng Index, which increased by 5.88% during the same period [1] - Dipo Technology entered a strategic cooperation agreement with Muxi Co. on December 17, 2025, to leverage each other's strengths in the enterprise-level large model AI application sector [1] Industry Insights - The AI sector is witnessing significant developments, with overseas companies like xAI and Anthropic securing financing, and domestic policies promoting "AI + manufacturing" [2] - Companies such as Zhipu and MiniMax have experienced substantial stock price increases following their listings, indicating a positive market sentiment [2] - The upcoming launch of DeepSeek-V4 is expected to trigger a new wave of AI application enthusiasm [2] - CITIC Securities highlights that as model capabilities improve, particularly in reasoning and cost reduction for long-window applications, AI downstream application scenarios are rapidly entering the commercialization validation phase [2] - Key areas of focus include search & marketing, coding, multimodal applications, agents, and AI for science, with expectations for accelerated commercialization processes among related companies [2]

Core Viewpoint - The report from Bank of America Securities indicates that stock performance will remain differentiated this year, with the artificial intelligence sector expected to outperform the market again, while virtual consumption in entertainment and travel will continue to outperform physical e-commerce [1] Group 1: Market Trends - The macroeconomic environment is weak, putting pressure on consumer spending (e-commerce) and corporate spending (advertising), which remains a drag on the industry [1] - Chinese internet stocks are seen as having attractive valuations, providing a buffer against downside risks, with a forecasted price-to-earnings ratio of 18 times, lower than the ten-year average of 23 times, the Nasdaq 100's 26 times, and the "Big Seven" in the US stock market at 31 times [1] Group 2: Stock Preferences - The company prefers stocks in artificial intelligence and online gaming over e-commerce, with Tencent Holdings (00700) being the top pick due to its growth driven by AI applications, stable market competition, excellent shareholder returns, and attractive valuation [1] - Alibaba (09988) is identified as the best investment target in China's artificial intelligence sector and the top choice among Chinese e-commerce stocks [1] - Baidu-SW (09888) is considered attractive in the AI field, with value release on the right track [1] - In the digital entertainment sector, the company favors online gaming, recommending Bilibili-W (09626) and Tencent Music-SW (01698) [1] - Within specific sectors, JD Health (06618) and Trip.com (09961) are viewed positively [1]

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 （文章来源：每日经济新闻） 银河证券表示，C端应用则处于体验创新和模式探索期，产品陆续推出但处于打磨、降本阶段。根据 IDC，2025年中国AI PC、AI平板和AI手机总计出货量将同比增长20%，终端侧AI功能（如智能影像、 语音助手、个性化推荐）成为标配，市场潜力巨大。 截至13点54分，科创人工智能ETF（589010）下跌2.64%，盘中持续在低位震荡蓄势，回踩支撑位或为 投资者打开低位配置窗口。持仓股方面，板块内部结构性亮点突出，"硬科技"成色十足的个股逆势爆 发，合合信息、中科星图联袂大涨超8%，海天瑞声涨超5%，新点软件、奥普特等多股跟涨，显示出AI 产业链细分赛道仍具备强劲的内生增长动力。流动性方面，主要看点在于极高的资金参与度，盘中成交 额突破2.24亿元，换手率飙升至7.26%，量能的持续释放意味着市场承接盘有力，资金或正借调整之机 进行"换血"布局，静待板块企稳反弹。 消息方面，近日， Omni Health（ ...

诺比侃(2635.HK)盘中一度涨近10%，最高触及474.4港元，续创历史新高。自去年12月23日上市以来， 诺比侃已累计上涨超490%。 诺比侃成立于2015年，专注于将先进人工智能技术、数字孪生技术应用于高复杂度的开放场景中，与运 用场景深度融合并落地实用。公司的核心产品为基于全栈式AI行业模型的软硬件一体化解决方案，可 广泛应用于设备监测、故障检测及运维管理等场景。按2024年轨道交通领域与供电相关收入计，公司是 中国第二大AI+供电检测监测系统提供商；按2024年轨道交通收入计，公司在中国轨道交通行业提供 AI+检测监测解决方案的企业中排名第三。 ...

百度-SW(09888)在人工智能领域具备吸引力，价值释放亦步入正轨。数字娱乐方面偏好线上游戏，推荐 哔哩哔哩-W(09626)及腾讯音乐-SW(01698)。细分行业中，看好京东健康(06618)及携程-S(09961)。 智通财经APP获悉，美银证券发布研报称，预计今年股价表现仍将分化，人工智能板块将再次跑赢大 市，娱乐及旅游等虚拟消费将继续优于实体电商，人工智能仍是业界最大增长亮点。但疲弱的宏观环境 对消费支出（电商）及企业支出（广告）构成压力，仍是拖累行业的因素。不过中国互联网股估值具备 吸引力，为下行风险提供缓冲，目前预测市盈率为18倍，低于十年平均的23倍、纳指100的26倍及"美股 七巨头"的31倍。 选股方面，该行仍更偏好人工智能及线上游戏而非电商，腾讯控股(00700)仍是行业首选，兼具人工智 能应用推动增长、市场竞争格局稳定、股东回报优异以及估值吸引等多重优势。阿里巴巴(09988)仍是 中国人工智能领域的最佳投资标的，亦是中国电商股首选。 ...

1月13日，记者从南京农业大学（以下简称南农）获悉，该校主导研发出国内首个面向通用农业领域的 开源垂直大语言模型"司农"。这标志着南农在农业领域的人工智能基础模型研究与应用取得新突破。 据悉，研究团队依托南农学科优势，收集了包括动物科学、农业经济管理、农业资源与环境、园艺学、 智慧农业、动物医学、植物保护、作物育种等学科数据，涵盖了近9000册书籍、24万余篇学术论文和近 2万份政策、标准，构建了体系相对完整的农业基础数据集。 针对文献知识利用效率问题，团队推出多智能体检索增强框架。该框架通过优化知识库构建、智能查询 改写、混合检索等策略，使模型能够精准调用专业知识，有效保障了生成内容的准确性与时效性。 目前，司农大语言模型已在魔塔社区和GitHub社区全面开源，发布了8B和32B两种参数规模的版本。这 一开源开放策略，旨在降低农业AI应用门槛，助力广大科研机构、企业和开发者基于司农大语言模型 进行二次开发与创新应用，共同培育智慧农业的应用生态。 （文章来源：科技日报） 针对大语言模型在专业领域应用中常见的"幻觉问题"和知识滞后性，团队在模型训练阶段，除微调传统 指令外，还引入了思维链和上下文参考等多维训练数 ...

Group 1: Capital Market Overview - The year 2026 is seen as a critical year for the "14th Five-Year Plan," with the capital market at a pivotal point for policy reform and industrial transformation [1] - The capital market is expected to exhibit structural characteristics such as "technology-driven leadership, breakthroughs in green sectors, and coordinated consumer investment" [1] - By the end of 2025, various long-term funds held approximately 23 trillion yuan in A-share market value, a 36% increase from the beginning of the year [1] Group 2: Market Dynamics and Economic Indicators - The focus on adjusting the structure of listed companies aims to attract long-term funds like insurance and pension funds to enhance market liquidity [2] - A significant reduction in market volatility was noted, with the number of trading days where the index fell more than 1% being the lowest in recent bull markets [2] - The nominal GDP is projected to rise from 4.0% in 2025 to 4.5% in 2026, indicating an improvement in corporate profitability [2] Group 3: Technology and AI Focus - A consensus among nearly 60 experts indicates that technology, particularly AI and its related industries, will be the core focus of the capital market in 2026 [3] - The application of AI across various industries is expected to drive significant capital expenditure from major companies [3] - The potential for domestic replacement in AI hardware and models is anticipated to be a key investment theme for the next five years [3] Group 4: Green Transition and Energy Sector - The construction of a new energy system is identified as a core engine for the "dual carbon" transition, emphasizing clean energy sources like solar, wind, and hydrogen [5] - The dual carbon goals present systemic opportunities in clean energy and related sectors, with a shift from demonstration to large-scale application [5] - The demand for new technologies and equipment in traditional industrial energy-saving transformations and the electric vehicle supply chain is expected to grow [5] Group 5: Policy and Consumer Investment - The 2025 Central Economic Work Conference prioritized domestic demand, shifting the policy focus from merely stimulating consumption to enhancing income and optimizing supply [7] - Structural opportunities in consumer spending are anticipated, particularly in sectors like healthcare, tourism, and sports, driven by policies aimed at increasing residents' income [7] - Investment strategies will focus on optimizing project efficiency and structure, with significant attention on rural revitalization and urban renewal initiatives [7]

人民财讯1月13日电，合力泰（002217）今日官微消息，近日，合力泰与上海道客网络科技有限公司正 式签署战略合作框架协议。此次签约标志着双方在人工智能与智能算力领域的合作进入全面落地新阶 段。上海道客是国内AI Infra领域的头部企业，基于自主技术积累，上海道客推出了新一代AI操作系统 d.run。根据战略合作规划，双方将以智能算力管理运营为核心，面向用户构建高效、灵活的算力共享 体系，为AI应用场景提供坚实支撑。其中，在场景拓展层面，双方将重点瞄准高端制造、金融科技、 自动驾驶等算力需求密集的关键行业，联合打造定制化的AI基础设施解决方案。 ...

Core Viewpoint - Malaysia is advancing its digital economy and bridging domestic digital development gaps by deepening cooperation with China in the fields of digital economy and artificial intelligence (AI) [1] Group 1: Digital Economy Development - Access to technology is crucial for inclusivity and economic governance in modern society [1] - Malaysia faces challenges in uneven distribution of digital technology, with remote areas lacking high-speed internet and small to medium-sized enterprises lagging in cloud computing, AI, and data analytics [1] Group 2: Cooperation with China - China is at the forefront of global digital innovation, leading in areas such as 5G deployment, fiber optic coverage, and quantum computing [1] - Through collaboration with China, Malaysia is transitioning from being a "user" of technology to a "co-developer" [1] Group 3: Milestones and Agreements - The year 2025 is highlighted as a significant milestone for digital cooperation between Malaysia and China [1] - In April of the previous year, both countries signed cooperation documents in digital economy and AI, aiming for comprehensive collaboration in policy coordination, regulatory alignment, industrial digital transformation, and talent development [1] Group 4: Infrastructure and Investment - China has become an important partner for Malaysia in infrastructure investment and AI collaboration [1] - Bilateral cooperation is expected to strengthen the foundation of Malaysia's digital economy and support its transition to a more interconnected and inclusive economy [1]