来源：环球网 【环球网科技综合报道】1月13日消息，英伟达与制药企业礼来公司共同宣布，正式成立首个人工智能 联合创新实验室，旨在运用人工智能技术攻克制药行业长期存在的诸多难题，为药物研发带来全新变 革。 为确保实验室的顺利运营与高效发展，两家公司计划在未来五年内投入高达10亿美元的资金，这笔资金 将用于人才招募、基础设施建设以及计算资源的配置，为实验室的各项研究工作提供物质保障。 据介绍，该实验室选址于美国旧金山湾区。在实验室中，礼来公司在生物学、科学和医学领域的专家将 与英伟达顶尖的人工智能模型构建者和工程师并肩工作。他们将借助技术手段生成大规模数据，并依托 英伟达 BioNeMo这一关键平台构建人工智能模型，从而加速药物研发的进程。 英伟达创始人兼首席执行官黄仁勋表示："人工智能正在重塑各行各业，而其在生命科学领域的影响将 最为深远。英伟达和礼来公司汇聚了两大行业的优势资源，共同绘制药物研发的新蓝图。通过计算机模 拟探索生物和化学空间，科学家们能够在分子合成前就开展大量研究工作，这将为药物研发带来前所未 有的机遇。"（青山） ...

北京商报讯（记者 魏蔚）1月13日，由阿里钉钉最年轻的副总裁王铭创立的攀峰智能（K2 Lab）宣布， 已完成数千万元的种子轮融资，由云时资本独家投资，本轮融资资金将主要用于产品和AI能力打造、 用户增长和AI Native团队的加速构建，快速推进全球首个面向超级个体的内容电商Agent（智能体）基 建。K2 Lab的首款产品，全自动帮达人赚钱的商业Agentic AI——Moras，可以实现从帮助达人理解内 容电商、行业洞察到选品推荐、脚本生成、多镜头视频制作、智能剪辑、商业分析的端到端自动化闭 环。Moras已于年前启动邀测，并计划2026年一季度开启商业化推广和用户增长体系建设。 ...

而AI算力领先恰恰需要这样一个强大、可靠且不断升级的电力系统作为坚强后盾。人工智能尤其是大规模模型的训练和推理，是 高度能源密集型的活动，数据中心由此被喻为"能耗巨兽"，所以算力竞争在物理层面首先凸显为电力支撑能力的竞争。中国持续 增长的清洁电力装机，为在全国范围内，特别是在可再生能源富集地区布局大规模绿色算力中心提供了可能。 在"风光"资源丰富的西部省份，结合当地气候和能源优势建设数据中心，正成为兼具经济性和环境友好性的选择。这不仅能降低 AI发展的直接能源成本，更重要的是，可有效减少其碳足迹，回应全球对可持续发展的高度关切。一个稳定、可靠的电网，确保 不间断的算力服务成为可能，而一个日益智能化的电网，则能更精准地匹配算力设施的动态负荷需求，提升整体能源利用效率。 可以说，中国雄心勃勃的能源转型，正是在为未来科技竞争铺设一条"电力高速公路"。 当然，挑战依然存在。电力行业清醒地认识到，新能源的间歇性、波动性与算力设施对供电稳定性的要求极高，依然需要通过技 术进步和系统创新来弥合短板。同时，电力系统的灵活性升级、跨区域协调调度能力、市场机制设计等方面也需要持续完善。对 此，"十五五"规划建议所作的顶层设计，以 ...

Group 1 - The core viewpoint of the article highlights the unprecedented revaluation of AI-related assets by global capital, indicating a significant shift in market dynamics [1] - The emergence of multiple AI companies in the Hong Kong stock market marks a new phase where AI firms can compete on a larger scale, moving beyond a single player [2][3] - The capital market's understanding of AI is evolving, necessitating an update in valuation standards for AI companies due to the complexities introduced by various business models and technologies [3][4] Group 2 - AI companies are categorized into three main types: pure large model companies, application/agent companies, and platform/system companies, each facing distinct opportunities and challenges [5][6][7] - Pure large model companies exhibit high R&D investment and reliance on computational power, but face significant commercial uncertainties and competition [5] - Application-type companies can quickly accumulate users and data but have shallow competitive moats and face high user acquisition costs [6][7] - Platform/system companies aim to create a comprehensive "intelligent operating system," integrating various capabilities, which offers higher profitability potential and broader market opportunities [7] Group 3 - SenseTime is positioned as a "ballast stone" in the Hong Kong AI sector due to its comprehensive stack capabilities and experience transitioning from AI 1.0 to AI 2.0 [8] - SenseTime's "SenseCore" platform is a massive computing infrastructure that supports AI development, with a projected total computing power of approximately 25,000 PetaFLOPS by 2025 [9] - The company maintains long-term partnerships with domestic GPU firms, establishing itself as a key player in the AI ecosystem [9] Group 4 - SenseTime's large model series, "日日新," is rapidly iterating due to the robust computational foundation provided by its infrastructure, achieving top rankings in domestic evaluations [10][11] - The company's commercial strategy focuses on broad and deep penetration across various industries, leveraging its AI capabilities to serve both B2B and B2C markets [11][12] - SenseTime's diversified revenue structure and independent subsidiaries enhance its market presence and capitalize on emerging opportunities [12] Group 5 - SenseTime demonstrates strong risk management capabilities, maintaining stability through various economic cycles and geopolitical challenges [13][14] - The company's full-stack approach amplifies the synergy between R&D and commercialization, ensuring it remains central to the value chain [14] - Financially, SenseTime is improving its revenue quality, with a significant portion of its income coming from generative AI, and is optimizing its cash flow management [16][17] Group 6 - The article emphasizes that companies with established revenue structures and cash flow are often undervalued, highlighting SenseTime's consistent performance in this regard [18] - SenseTime has successfully attracted long-term investors, including major financial institutions, which enhances its market credibility and stability [18] - The capital market is shifting focus from short-term growth narratives to recognizing the value of stable, resilient assets that can navigate through cycles, with SenseTime exemplifying this trend [19]

Core Viewpoint - The partnership between Apple and Google marks a significant shift in the competitive landscape of generative AI, as Apple will utilize Google's Gemini model for its next-generation Apple Foundation Models, enhancing Siri's capabilities and maintaining its privacy standards [2][3]. Group 1: Partnership Details - Apple and Google have announced a multi-year collaboration where the next-generation Apple Foundation Models will be built on Google's Gemini model and cloud technology, aimed at enhancing Siri's personalization features [3]. - Apple has been collaborating with OpenAI to integrate ChatGPT into Siri for complex queries, but the impact of the new partnership with Google on this integration remains unclear [3][19]. - Apple is expected to pay approximately $1 billion annually to Google for the use of its AI technology, indicating a strong trust in Google's AI strategy [12][18]. Group 2: Industry Reactions - Elon Musk publicly criticized the partnership, expressing concerns about the concentration of power given Google's control over Android and Chrome, alongside its role in providing core AI capabilities for Siri [4][5]. - The collaboration has sparked discussions about platform monopolies and the underlying infrastructure competition in the AI space [5][8]. Group 3: Implications for Siri and AI Landscape - The integration of Google's Gemini into Siri represents a significant technological shift, as Gemini will not just be an auxiliary tool but will fundamentally support Siri's intelligence restructuring [33]. - This partnership is seen as a strategic move for Apple to redefine Siri in the AI era, acknowledging that relying solely on internal models is insufficient to keep pace with advancements in generative AI [34]. - The collaboration could potentially enhance Siri's capabilities, allowing it to perform complex reasoning and multi-step planning, thus transforming user interactions with Apple devices [35].

Group 1 - The three major indices turned negative again, with the technology sector adjusting alongside the market. The communication ETF Huaxia (515050) saw its decline expand to 2.39%, with mixed performance among its holdings [1] - The low-fee创业板人工智能 ETF Huaxia (159381) dropped by 1.64%, with trading volume quickly surpassing 300 million yuan, indicating active capital trading [1] - The low-fee cloud computing ETF Huaxia (516630) fell by 0.64%, but has seen a continuous net inflow of over 130 million yuan in the past three trading days, suggesting accelerated capital allocation [1] Group 2 - Ping An Securities noted that global AI computing platform capabilities are continuously improving, with major chip manufacturers like NVIDIA and AMD showcasing advancements in AI computing chips at CES 2026 [2] - NVIDIA announced the full production of the NVIDIARubin platform, with products based on Rubin expected to be available through partners in the second half of 2026 [2] - AMD unveiled the "Helios" platform and provided a preview of the next-generation MI500 series GPU, indicating a significant enhancement in global AI computing infrastructure [2] Group 3 - The cloud computing ETF Huaxia (516630) tracks the cloud computing index (930851) and has the lowest fee rate, focusing on domestic AI software and hardware computing, with a combined weight of 83.7% in computer software, cloud services, and computer equipment [3] - The创业板人工智能 ETF Huaxia (159381) supports investment in AI-focused companies on the创业板, with half of its weight in AI hardware computing and the other half in AI software applications, showcasing high elasticity and representativeness [3] - The communication ETF Huaxia (515050) tracks the CSI 5G communication theme index, deeply focusing on the supply chains of NVIDIA, Apple, and Huawei, with its top five holdings including Zhongji Xuchuang, Xinyi Sheng, Lixun Precision, Industrial Fulian, and Zhaoyi Innovation [3]

Core Viewpoint - DeepSeek released a new paper titled "Conditional Memory via Scalable Lookup: A New Axis of Sparsity for Large Language Models," which introduces conditional memory to enhance model performance in various tasks under equal parameters and computational conditions [1]. Group 1 - The paper was co-authored by Peking University and DeepSeek, with Liang Wenfeng listed as a co-author [1]. - Conditional memory is proposed to significantly improve model performance in knowledge retrieval, reasoning, coding, and mathematical tasks [1]. - DeepSeek has open-sourced a related memory module called Engram [1].

Core Insights - Major AI companies are aggressively acquiring startups to fill capability gaps and enhance their competitive edge in the rapidly evolving AI landscape [1][4][5] Group 1: Acquisitions and Strategic Moves - Nvidia acquired AI chip startup Groq for $20 billion, Google spent $4.75 billion on clean energy firm Intersect Power, and Meta invested $4.5 billion in AI agent Manus to secure energy sovereignty and enhance application capabilities [1][4] - The trend of high-valuation acquisitions reflects the urgency of established companies ("old players") to differentiate their technology and the need for startups ("young players") to monetize their first-mover advantages quickly [4][5] - Meta's acquisition of Manus is driven by the belief that AI agents are the future, allowing Meta to quickly expand user scenarios and explore monetization opportunities [6][10] Group 2: Market Dynamics and Challenges - OpenAI, despite its significant resources, faces challenges in monetization, with only 5% of its active users being paid subscribers [4] - The dominance of Nvidia in the GPU market, with a projected 94% market share by Q2 2025, creates significant barriers for smaller AI startups, which struggle with high procurement costs and potential supply shortages [7][12] - The pressure on startups to survive has shifted their focus from independent growth to strategic exits, as seen in the case of companies like Zhiyun, which opted for an IPO to avoid falling behind [8][15] Group 3: Future Outlook and Innovation - The ongoing acquisition spree by major players aims to build a comprehensive ecosystem that integrates models, data, applications, and hardware, thereby enhancing their competitive positioning against rivals like Google [12][18] - The ability to integrate external technologies into existing platforms with vast user bases is a critical advantage that startups cannot easily replicate [17][18] - Despite the challenges, opportunities remain for innovative startups, as experienced talent from major companies is entering the market, potentially leading to new AI developments and business models [19][20]

1月13日凌晨，谷歌公司在官网发布了一则与苹果公司的联合声明。两家科技巨头确认正式达成一项长 期合作协议，苹果的语音助手Siri将基于谷歌的Gemini模型进行升级。 声明写道，"经过审慎评估，苹果认定谷歌的AI技术能为'苹果基础模型'提供最强有力的基础，并对即 将在该技术支持下为苹果用户带来的创新体验充满期待。" 双方在声明中表示，苹果将继续在消费者设备端或通过"私有云计算（Private Cloud Compute）"运行其 AI服务，以维持苹果隐私标准。升级后的Siri，预计将于今年推出。 早在去年8月，彭博社就曾爆料称，苹果正与谷歌洽谈合作，计划斥资每年10亿美元购买谷歌的AI技 术，用于升级Siri。去年年底，彭博社曾发布消息称，两家公司已就该笔交易进行收尾工作。在消息公 布后，谷歌母公司Alphabet的股价迎来上涨，总市值一度突破四万亿美元，随后涨幅有所回落。 一直以来，苹果以"软硬一体"的垂直整合能力著称，从芯片（Apple Silicon）到操作系统（iOS）力求自 研，旨在打造一套封闭的生态闭环。然而自2022年OpenAI的ChatGPT横空出世以来，在本轮席卷全世界 的AI热潮中，这家 ...

OpenAI在社交媒体平台X上发布动态称："将这一创新工具与ChatGPT Health深度融合，为理解和管理 个人健康开辟了全新路径。" 越来越多的科技公司正瞄准利润丰厚的医疗保健市场，押注人工智能的进步能够帮助解析用户健康数据 中的模式，以提供个性化的医疗建议。但这些举措也引发了人们对AI服务处理更敏感的个人数据、并 为更高风险的健康问题提供建议所带来的隐私和安全风险的担忧。 继推出ChatGPT Health后，OpenAI今日正式宣布完成对医疗保健初创公司Torch的收购。这家由四名员 工于去年创立的企业，专注开发可将实验室检测结果、用药信息及就诊录音等多维度医疗数据统一整合 的解决方案。据公开报道，本次收购交易金额约1亿美元，且Torch全体成员已确认将加入OpenAI团 队。 在微软(MSFT.US)与软银(SFTBY.US)的双重战略支持下，OpenAI于上周正式推出医疗健康领域新产品 ChatGPT Health。据公司官方声明，该产品核心目标在于赋能用户——通过智能化健康管理工具，让用 户对自身健康状态实现"更全面的知情度、更充分的准备度及更坚定的信心"。 Torch表示："我们创办Torc ...