新华财经上海1月30日电（记者杜康）AI漫剧正在进入规模化生产探索阶段。30日，百度智能云正式发 布面向漫剧行业的AIGC全流程解决方案，并宣布百度智能云AIGC内容创作者联盟成立。同时，百度智 能云联合大宁集团视听静界π空间打造的"AIGC漫剧与IP衍生创新运营中心"完成授牌，标志着百度智能 云在内容产业AIGC落地层面的布局进一步加速。 相较传统动画，漫剧以其轻量化、高频更新的特点，成为AIGC率先落地的重要领域。记者了解到，当 前动态漫、漫剧等短剧内容市场已突破百亿规模并持续高速增长，为AIGC提供了商业验证的广阔空 间。随着生成式AI在多模态能力上的突破，漫剧的生产流程正迎来结构性变革。 百度智能云此次发布的AI漫剧行业解决方案，聚焦"从创意到成片"的全链路能力整合，覆盖剧本生成、 分镜拆解、角色与场景设定、画面生成、动态演绎、配音配乐及内容管理等核心环节。通过模型能力与 行业工具链的结合，原本高度依赖人工分工的制作流程正在被拆解和重组，使创作团队能够以更轻量的 方式完成高频内容生产。 除技术与生态动作外，百度智能云也在加快AIGC内容产业的区域化布局。现场，由上海市静安区文化 和旅游局支持，百度智能 ...

Core Insights - Smart Communications has appointed Heidi Johnson as the new Chief Product and Technology Officer, succeeding Simon Tindal, who is retiring after nearly 20 years of leadership [1][2][3] Group 1: Leadership Transition - Heidi Johnson brings over 20 years of experience in building and scaling enterprise SaaS products, with a strong background in regulated industries [2][3] - Simon Tindal will continue to support the company as a full-time consultant during the transition period, ensuring a smooth handover of responsibilities [2][3] Group 2: Company Vision and Strategy - Smart Communications focuses on enhancing customer communication for highly regulated industries, leveraging its Conversation Cloud™ platform for seamless, compliant, and digital-first experiences [4] - The company aims to accelerate its innovation roadmap and AI vision under Johnson's leadership, building on the solid foundation established by Tindal [3][4] Group 3: Client Engagement and Integration - Smart Communications serves over 700 enterprises, including Zurich Insurance and Priority Health, helping them reduce compliance risks and enhance operational efficiency [4] - The platform supports over 60 billion mission-critical customer conversations annually and integrates seamlessly with trusted enterprise systems like Salesforce and AWS [4]

*ST国华公告，预计2025年度净利润为800万元至1200万元，上年同期为亏损1.32亿元。公司2025年度营 业收入预计为2亿元至3亿元，上年同期为9866.04万元。 ...

Core Viewpoint - Company ST Chuangyi (300366) expects a net loss of 440 million to 540 million yuan for the year 2025, compared to a loss of 78.86 million yuan in the same period last year [4] Financial Performance - The expected net profit loss for 2025 is between 440 million and 540 million yuan, with a non-recurring net profit loss estimated at 434 million to 534 million yuan, compared to a loss of 386 million yuan in the previous year [4] - The company's price-to-book ratio (P/B) is approximately 2.48 times, and the price-to-sales ratio (P/S) is about 2.77 times based on the latest closing price [4] Reasons for Performance Change - The decline in revenue is attributed to tightened customer budgets and intensified industry competition, leading the company to reduce participation in high-capital projects [13] - The company has made provisions for impairment losses on various assets, including inventory and accounts receivable, based on a cautious approach [13] - Strategic investments in research and development by associated companies, such as Sichuan Chuangzhi Lianheng Technology Co., have negatively impacted the company's earnings for the reporting period [13] - Non-recurring gains and losses are expected to impact net profit by approximately -5.84 million yuan for 2025, compared to a positive impact of 30.75 million yuan in the previous year [13]

受整体战略规划调整影响，2025年公司智能软硬件业务、数字智能服务较上年同比下滑超八成。本年度 亏损较上年同期有所增加：一方面，2025年新增移动信息服务业务前期毛利较低，另一方面公司对商 誉、无形资产等存在减值迹象的资产计提了8200万元减值准备。 *ST立方（300344）(300344.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净亏损1.8亿元 至2.1亿元;扣除非经常性损益后的净亏损1.8亿元至2.1亿元。 ...

Economic Indicators - The number of Americans filing for initial jobless claims fell by 1,000 to 209,000, compared to the expected 206,000 [1] - U.S. Q3 nonfarm productivity was reported at +4.9% quarter-over-quarter, while unit labor costs remained unchanged at -1.9% quarter-over-quarter, both in line with expectations [1] - The U.S. trade deficit for November widened to -$56.8 billion, worse than the expected -$43.4 billion [1] - Factory orders in the U.S. rose by +2.7% month-over-month in November, exceeding expectations of +1.7% [1] Stock Market Performance - Wall Street's major indices closed mixed, with Microsoft (MSFT) dropping about -10% due to record high spending and slowing cloud sales growth [2] - Las Vegas Sands (LVS) fell over -13% after reporting weaker-than-expected Q4 Macau profit [2] - United Rentals (URI) slumped over -12% following disappointing Q4 results [2] - Conversely, Meta Platforms (META) surged over +10% after posting strong Q4 results and issuing optimistic Q1 revenue guidance [2] Corporate News - Notable companies such as Exxon Mobil (XOM), Chevron (CVX), and American Express (AXP) are set to release quarterly results today, with S&P 500 companies expected to see an average earnings increase of +8.4% for Q4 compared to the previous year [8] - Casio Computer's stock surged over +16% after announcing a potential doubling of its full-year net profit [15] - Fujitsu's stock climbed over +5% after raising its full-year net profit guidance [15] International Economic Data - The Eurozone economy expanded by +1.5% last year, marking its fastest growth since 2022, with preliminary data showing a Q4 GDP growth of +0.3% quarter-over-quarter and +1.3% year-over-year [10][12] - Spain's annual inflation rate eased to a 7-month low in January, while the Eurozone's unemployment rate fell to 6.2%, better than expected [10][11]

Core Viewpoint - The company expects a net profit attributable to shareholders of 27.1 million to 38.3 million yuan for the fiscal year 2025, a significant recovery from a loss of 79.9769 million yuan in the same period last year [1] Group 1: Business Strategy and Performance - The company is advancing its "AI+" strategic upgrade, focusing on AI infrastructure and application layout, which has yielded positive results [1] - The revenue from the "AI + cloud computing" business has seen substantial growth due to the increasing demand for AI computing hardware and intelligent cloud services [1] - New AI safety products, such as electromagnetic net capture devices and AI-enabled robotic dogs, have been successfully sold across various sectors including public security, legal affairs, education, healthcare, and finance, contributing to rapid revenue growth in the "AI + safety" business [1] Group 2: Financial Metrics and Business Structure - The company has experienced a recovery in sales of communication security products, further boosting the revenue of its "AI + safety" business [1] - The business structure is continuously optimizing, with product-based and service-based operations becoming the main pillars, leading to an increase in gross profit margin [1]

Core Insights - AI-Media, a global leader in AI-driven captioning and language solutions, will showcase its real-time translation, caption generation, and audio description technologies at ISE 2026, highlighting their importance in professional audiovisual environments [1][2]. Group 1: Product Offerings - AI-Media will demonstrate LEXI Voice, an AI-driven real-time voice translation solution designed for live events and broadcast environments, enabling seamless multilingual communication without increasing production complexity [1][2]. - In addition to LEXI Voice, AI-Media will present LEXI Text, a real-time AI captioning solution, and LEXI AD, an automatic audio description system aimed at providing accessible audio-visual experiences [2]. - The LEXI suite of solutions is designed to integrate seamlessly with SDI and IP infrastructures, making them suitable for various deployment scenarios, including conferences, corporate communications, live events, sports venues, religious sites, and public facilities [2]. Group 2: Industry Trends - The professional audiovisual industry is rapidly aligning with the operational standards of the broadcasting sector, focusing on high reliability, low latency, and the integration of cross-language and accessibility needs [2]. - AI-Media aims to transform inclusive communication from a value-added service into a fundamental requirement within the industry [2]. Group 3: Engagement and Information - AI-Media looks forward to engaging with industry professionals at ISE 2026 to discuss how language and accessibility technologies can empower live events, broadcasting, and integrated audiovisual environments [3]. - Attendees are invited to visit booth 4L700 to experience AI-Media's real-time voice translation, caption generation, and audio description workflows firsthand [3].

Core Viewpoint - Microsoft's Cloud business is experiencing significant growth, contributing to the company's ability to exceed consensus estimates for both revenue and earnings by substantial margins [1]. Group 1: Financial Performance - Microsoft achieved double-digit growth in its top-line revenue, indicating strong demand and performance in its Cloud segment [1].

Core Viewpoint - Shunwang Technology plans to officially launch the "Shunwang eSports Cloud Computer CITY version" in December 2025, targeting low-latency scenarios with a 5ms response time [1] Group 1: Product Overview - The upcoming product is designed as a cloud service solution suitable for various digital consumption scenarios, including hotels, shopping malls, and residential communities [1] - It aims to meet the needs of enterprises and educational institutions for smart office and teaching applications [1]