专题：世界经济论坛年会_2026冬季达沃斯 来源：51CTO技术栈 今年的达沃斯，没有一个论坛不讲AI的。 那对于"中国AI+经济"的话题，又有哪些焦点需要关注呢？ 昨天，腾讯高级执行副总裁汤道生、月暗联合创始人张予彤、南开大学龚克教授，会同 GF Edge Financial Group 集团CEO Hisham Aura，来了一场圆桌对话。 如果把这场圆桌放进一个更大的时间坐标里看，它讨论的并不是"AI 会不会改变经济"，而是一个更现 实的问题：当 AI 已经开始嵌入生产体系、组织结构与个人能力时，中国正在用什么方式，把这股技术 浪潮真正变成经济动能。 "开发效率本身就是非常关键的竞争力，但不是很多公司都能做到。" 在 CGTN 主持人 Gwen 的引导下，这场围绕"中国 AI+ 经济"的对话，把视角从宏观政策、资本逻辑， 一直拉到企业一线与个体生产力的真实变化。 坐在桌前的几位嘉宾，背景差异极大，但观点却彼此咬合。 作为中国互联网巨头，腾讯汤道生从产业实践出发，给出了一个关键词——ROI 与规模化落地； 月之暗面张予彤，则从创业公司的一线视角，讲清楚中国大模型公司为何能在有限算力下逼出"效率型 创新"， ...

Company Overview - BlackBerry Limited (NYSE:BB) is a Canadian provider of intelligent security software and services for enterprises and government organizations, operating through three segments: Secure Communications, QNX, and Licensing [4]. Analyst Ratings - On January 8, Todd Coupland from CIBC reiterated a Buy rating on BlackBerry Limited with an unchanged price target of $6, indicating a potential upside of 57.89% from the current price [1]. - RBC Capital maintained a Sector Perform rating with a price target of $4.50, citing macroeconomic challenges that may impact the QNX business due to deferred projects and delayed platform launches [2]. Financial Performance - The stock has experienced a decline of nearly 4% over the last six months [2]. - RBC noted that QNX's revenue momentum is skewed towards the lower end of the company's long-term targets, with FY26 revenue estimates of $263 million falling near the bottom of the $260-270 million target range set during the November 2024 investor day [3].

Core Viewpoint - Life 360 has experienced a significant stock rally of 23% following an increase in its annual revenue guidance, indicating strong growth potential and market interest [2][5]. Company Overview - Life 360 operates as a comprehensive app and device ecosystem focused on family safety applications, location sharing, and tracking for people, pets, and items [3][4]. - The company has expanded its offerings to include credit score monitoring and identity theft protection, contributing to its growth [4]. Financial Performance - Life 360 raised its preliminary revenue guidance for the fiscal year by approximately $3 million, projecting revenues between $486 million and $489 million, up from around $400 million in the previous four quarters [5]. - The company reported a year-over-year growth of about 20% in monthly active users, reaching approximately 95.8 million, with notable increases of 16% in the U.S. and 26% internationally [6]. Competitive Landscape - Competitors include major tech companies like Apple, Samsung, and Google, which offer similar tracking technologies [7]. - Life 360 differentiates itself by providing a more operationally agnostic solution that can be used across various platforms, enhancing its appeal to privacy-conscious consumers [8][9]. Growth Metrics - Life 360 is projected to continue its revenue growth at close to 30% for the next year, with adjusted earnings growth expected to be around 80% [13][14]. - The company achieved its first net income positive year in the last four quarters, marking a significant milestone in its financial history [12][13]. Valuation Insights - Despite the positive growth metrics, the stock has seen a pullback from its October highs, which may be attributed to valuation concerns, as it is currently trading at 116 times the expected earnings for 2026 [15][16].

Forrester does not endorse any company, product, brand, or service included in its research publications and does not advise any person to select the products or services of any company or brand based on the ratings included in such publications. Information is based on the best available resources. Opinions reflect judgment at the time and are subject to change. For more information, read about Forrester's objectivity here. UserTesting was among the select companies invited to participate in the Q1 2026 ev ...

（编辑 丛可心） 证券日报网讯 1月23日，浩云科技在互动平台回答投资者提问时表示，公司始终持续关注新技术带来的 发展机遇；在AI应用方面，公司目前主要基于通用大模型开发专有领域应用，已将图像识别、RAG大 模型、多模态大模型、AIAgent等技术应用于"AI微信客服，AI短视频制作"等业务场景，致力于为客户 业务的数字化、智慧化赋能；目前相关产品业务收入占比较小，请广大投资者注意投资风险。 ...

AI已经深度扎根电商、零售的具体业务流程，以"数字员工"的形式，切实解决企业问题，带动实体经济提质增效。 消费者的需求正快速变化与升级，他们既要求更专业的解答，也渴望获得情绪共鸣与服务温度。提升服务质量已成为留住客 户、拉高转化的关键。 传统的配置型客服机器人已难以为继，什么才是"更智能的服务"？答案是：精准与温度并存。 AI智能体正是为此而生。它通过强大的知识库与学习能力，确保解答的专业性与一致性，稳定承接绝大部分日常服务，为用户 提供即时满足。更重要的是，它释放了人的精力，让客服人员能专注于更复杂、更需创造力和情感连接的工作，并通过实践不 断优化AI。 AI驱动客服从"成本中心"升级为"四大增长引擎" AI如何将客服从传统"成本中心"转变为"增长引擎"成为本次峰会的核心议题。 推动"AI生产力时代"落地 探迹科技子公司探域科技CTO黄加胜向21世纪经济报道记者表示，探域智能体作为探迹科技的B2C智能体产品，专注为电商与 零售企业提供全流程AI Agent服务，全面覆盖客服、营销、运营、私域等核心业务场景。 黄加胜表示，探域智能体坚持LLM Native技术路线，将传统客服辅助工具升级为具备"思考与行动"能 ...

在数字化浪潮的推动下，技术的边界不断被拓宽，新的概念与技术如雨后春笋般涌现，其中，行为互联网 （Internet of Behaviors，简称IoB）正逐渐成为引领未来商业变革的关键力量。这一由物联网（IoT）、大数据、人 工智能等前沿技术交织而成的新兴领域，不仅重新定义了数据收集与分析的方式，更深刻地改变了企业与客户之 间的互动模式，为提升客户体验、优化商业策略提供了前所未有的机遇。本文将深入探讨行为互联网的概念、其 与物联网的关系，以及它如何在沟通和营销领域引发颠覆性影响，并以北京小程序开发京上云科技为例，解析其 在实际应用中的价值与前景。 北京小程序开发京上云科技 行为互联网，简而言之，是一个通过广泛部署的传感器、设备及数字平台，持续收集个体行为数据，并利用高级 分析技术将这些数据转化为可操作洞察的系统。不同于传统互联网主要关注信息的传递与交换，IoB的核心在 于"行为"二字，即通过对人们在线及线下行为的深度理解，预测需求、优化服务，甚至影响决策过程。正如 Gartner所描述，IoB融合了面部识别、位置追踪、大数据分析等多种技术，将个人的数字足迹与具体行为事件相 连接，形成一个闭环的行为反馈机制。 ...

Core Viewpoint - The company Zheda Woxin expects a net profit loss attributable to the parent company of between 50 million to 70 million yuan for the year 2025 due to increased investments and declining revenues in its government cloud business [1] Group 1: Financial Performance - The company anticipates a net profit loss of 50 million to 70 million yuan for the fiscal year 2025 [1] - The decline in revenue from the government cloud business has significantly impacted the company's financial performance [1] Group 2: Business Operations - The company has increased investments in its AI infrastructure and the Daxiansheng platform, focusing on continuous product development [1] - The company is accelerating the research and development of AI digital transformation for government services, launching the Daxiansheng government version AI empowerment platform [1] Group 3: Market Challenges - The government IT spending has been continuously declining, which has adversely affected the company's digital transformation business segment [1] - Project settlement cycles have lengthened, contributing to losses in the government digitalization business segment [1]

Core Insights - Truecaller has released preliminary and unaudited financial results for Q4 2025, indicating a focus on transparency and follow-up on previous revenue estimates [1] Financial Performance - Ad revenues are projected to be SEK 255.2 million, reflecting a decrease of 22% in constant currencies compared to the same period in 2024 [2] - Recurring revenues are expected to reach SEK 193.7 million, marking a significant increase of 51% year-over-year, with Premium revenues anticipated at SEK 106.0 million, up 53% in constant currencies [2] - Total net sales for Q4 2025 are expected to be SEK 451 million, a slight decrease of 1% in constant currencies compared to the previous year [2] - EBITDA is projected at SEK 103 million, representing a decrease of approximately 34% in constant currencies, with a preliminary EBITDA margin of 22.8% [3] Adjusted Financial Metrics - When adjusting for items affecting comparability, net sales decreased by 8%, EBITDA by 22%, and ad revenues by 30%, while recurring revenues grew by 46% in constant currencies [4] - The gross margin, excluding these items, would have been 75.6%, and the EBITDA margin approximately 30% [4] User Growth - Average non-iOS Monthly Active Users (MAU) reached 454.2 million, an increase of 54.5 million users year-over-year, with a growth of 12.5 million users during Q4 [3] Business Strategy and Challenges - The company is facing ongoing challenges with its largest demand partner, but has managed to minimize the impact of algorithm changes while working on long-term ad strategy improvements [6] - Cost efficiency initiatives have been implemented to maintain profitability during this transition period, with an expected annualized effect of approximately SEK 90 million once fully realized [7] Premium Subscriptions and Business Growth - Premium subscriptions grew by approximately 39%, with a conversion rate increase to 0.75% [8] - Truecaller for Business continues to show strong growth, particularly in regions outside of India, with revenues expected to reach SEK 87.7 million, a 48% increase in constant currencies [2][9] Financial Health - The company maintains a healthy cash flow position, with approximately SEK 1 billion in cash and short-term interest-bearing investments at year-end, allowing for flexibility in capital allocation [12]

中富通集团表示，此次牵头承办大会并推动联盟建设，是公司立足福建、以技术创新服务产业升级的实 质性举措。未来，公司将与联盟伙伴携手，充分释放OPC模式活力，为福建数字经济高质量发展与新质 生产力培育注入强劲动能。 为赋能联盟成员成长，中富通集团宣布多项支持举措：开放中富通数字产业基地的超2800平方米创客空 间；提供技术指导与研发方向规划；对优质项目给予投资或收并购支持；并将牵头组织行业竞赛、路演 沙龙等活动，促进成员与龙头企业、科研机构的合作，加速创新成果转化。大会同期启动了"闽商AI伴 飞"计划。 中证报中证网讯（记者 罗京）福建OPC联盟成立大会近日在福州人才储备中心举办。大会以"聚变 AI+OPC，造就闽商新力量"为主题，汇聚行业专家与生态伙伴，共话发展新路径。中富通（300560） 集团作为大会主要承办单位，全程统筹会议组织与执行。集团董事长陈融洁在会上当选联盟首任盟主， 并发表重要演讲。 陈融洁表示，在AI驱动产业深刻变革的当下，"一人公司"（OPC）模式是激活微观创新、汇聚发展动能 的重要载体。中富通集团在边缘计算、人工智能、元宇宙等前沿领域持续深耕，并通过合资合作等方 式，积累并融合了气象、人口 ...