来源：市场资讯 2.山东东营1.4GW海上风电获补贴 国际 1.道达尔能源将以51亿欧元的价格收购EPH旗下发电设施部分股权 2.沙特哈登2GW光伏项目全场光伏组件安装完成 观点 （来源：中央财经大学绿色金融国际研究院） （一）全国 1.我国离岸距离最远海上风电项目全部风机吊装完成 2.国家电投远达环保重大资产重组完成股份发行上市 （二）地方 1.深圳福田支持光储充换电项目建设，最高补贴500万 本轮AI高波的衰退，其前期迹象已十分明显。回顾Meta、甲骨文等巨头的股价，早在数周前便初现败 相，这预示着市场正在否定一种由巨头内循环打造的"风火轮"模式——即通过无限流订单与交叉持股， 构建起一个看似永动的资本循环。这个由债务高速扩张驱动的AI基建繁荣，本质上是一场不可持续的 资本游戏。 当美联储维持高利率，资金链一旦收紧，压力将首先传导至AI产业链下游那些烧钱巨大的数据中心。 随之而来的，是CDS（信用违约互换）溢价的狂飙，这如同警报，反映出市场对债务违约风险的强烈担 忧。公司债将因此无人问津，融资成本急剧上升并迅速侵蚀利润，最终触发市值暴跌。在当前美股高达 68万亿美元的总市值中，AI链占比近30万亿美元，任 ...

人工智能赛道迎来利好政策。 今日（11月18日），重庆市经济和信息化委员会网站消息，重庆市经济和信息化委员会近日印发《重庆市加快推进人工智能终端产业创新蝶变行动计划(2026—2030 年)》（以下简称《行动计划》），以人工智能推进智能终端产业实现创新蝶变，加快培育发展新质生产力。 在工业机器人方面，《行动计划》提出，围绕焊接、装配、喷涂、搬运、质检等制造业泛在场景，重点研发智能焊接、自主移动操作、智能搬运、智能装配、视觉 质检等典型场景智能机器人，并推动具身智能机器人在企业智能化改造、数字化转型项目中率先应用。 在算力基础设施方面，加快建设高性能、高效能算力中心，实施"东数西算"工程，联合成都、西安等西部城市共建算力网络联盟，推动数据中心集群协同联动。加 快研发适配算力硬件的基础系统软件，带动智能管理、算力调度等软件服务发展。 三大重点举措 在重点举措方面，《行动计划》提出了推进产业创新发展、推进产业集群发展、推进产品应用示范三大重点举措。 《行动计划》提到，开展关键技术攻关。开展AI芯片、新型显示、RISC-V（开源指令集架构）、高性能末端执行器、直线电驱动关节、一体化关节、新型传感器、 轻量化材料、先进 ...

Core Insights - The global race for a "super application" in the AI field is intensifying, with significant investments focused not on the technology itself but on identifying the "super entry point" [1][2] - Alibaba's launch of the "Qianwen" project marks its entry into the AI to C (consumer-facing AI) market, positioning it as a competitor to ChatGPT [1][3] - The competition is characterized by two main fronts: the "engine war" focusing on the capabilities of large models, and the "entry war" which emphasizes the importance of productizing AI capabilities into indispensable tools [3][4] Industry Dynamics - The emergence of AI applications is creating strong ecological barriers, making them essential bridges between users and the digital world [2][4] - The uncertainty surrounding the form of the "super entry point" fuels a competitive arms race among AI players, with various potential forms such as advanced chatbots or integrated assistants [2][5] - The future of AI applications is expected to revolve around creating an "AI Agent" that not only provides information but also executes tasks, thus enhancing user experience [4][5] Competitive Landscape - Major players like OpenAI and Google are actively developing their ecosystems, with OpenAI introducing APIs and collaborative features, while Google integrates its AI models into existing platforms [4][5] - Alibaba aims to leverage its existing e-commerce, life services, and cloud computing ecosystems to create a comprehensive integration path with its "Qianwen" project [4][5] - The competition for the "super entry point" is critical, as it will determine the allocation of trillion-dollar market values and shape the global technology landscape for the next decade [5]

在激发市场要素活力方面，《行动方案》提出壮大技术经理人队伍，将优秀技术经理人纳入市级人才支 持政策体系。 值得关注的是，《行动方案》还提出推进全国高校区域技术转移转化中心建设，在海淀、房山、昌平等 建设主承载区。 中国青年报客户端北京11月18日电（中青报·中青网记者 尹希宁）如何推动科技成果转得出、帮得上、 落得下？今天，北京发布《北京市推进科技成果转化落地行动方案（2025-2027年）》（以下简称"《行 动方案》"），加速科技成果"从1到10"在京落地。 据《中国科技成果转化2024年度报告》数据统计，首都高校上年度以技术转让、许可、开发、咨询、服 务、作价投资等6种方式转化成果的合同数量为30332项，合同金额达到201.9亿元，年均增长率约 15%。 今天，北京市科委、中关村管委会党组成员、副主任杨璞在北京市人民政府新闻办公室举行的新闻发布 会上介绍，《行动方案》的主要目标是，到2027年，基本形成高效协同、富有活力的科技成果转化体 系，促成1000家合作平台、5000项技术开发合作项目，转化孵化3000家科技型企业、600家专精特新企 业，转化一批服务国家战略需求、满足北京经济社会发展需要的重大科 ...

Core Insights - The article discusses the global race to find a "super application" in the AI field, highlighting the competition among major tech companies to establish a dominant entry point into AI services [1][3]. Group 1: AI Market Dynamics - Alibaba officially launched the "Qwen" project on November 17, aiming to penetrate the AI-to-C (consumer-facing AI) market with its Qwen3 model, which integrates deeply with various life service scenarios and adopts a free strategy to compete with ChatGPT [2][4]. - The emergence of AI has led to significant changes in functionality, but many companies remain skeptical about its world-changing potential. The competition has shifted to the race for the AI entry point, reminiscent of the mobile internet era [2][3]. Group 2: Competition Landscape - The competition is characterized by two main fronts: the "engine war," focusing on the capabilities of large models, and the "entry war," which is crucial for user acquisition. Strong AI capabilities alone do not guarantee user engagement [4][5]. - The future of AI applications is expected to revolve around creating an "AI Agent" that not only provides information but also executes tasks, serving as a personal assistant and integrating various life scenarios [5][6]. Group 3: Strategic Approaches - Companies like OpenAI and Google are evolving their strategies to build ecosystems around their AI models, with OpenAI introducing APIs and collaborative features, while Google integrates its AI into its extensive search and Android systems [5][6]. - Alibaba's "Qwen" aims to leverage its existing e-commerce, life services, and cloud computing ecosystem in China to create a comprehensive integration path, reflecting a strategy similar to that of successful mobile internet applications [5][6].

Core Viewpoint - The article discusses the distrust surrounding AI technology, attributing it to a conspiracy funded by billionaires from the "effective altruism" movement, rather than genuine concerns about job loss or privacy [2][3]. Group 1: AI Distrust and Funding - David Sachs claims that the public's distrust in AI is artificially manufactured by a network of billionaires who have invested over $1 billion to promote "existential risk" narratives [2][3]. - The "effective altruism" movement, which includes notable figures like Dustin Moskovitz and Sam Bankman-Fried, has funded organizations advocating for strict AI regulations [3][7]. - Sachs argues that the funding has shifted public opinion on AI, with only 39% of Americans believing AI is more beneficial than harmful, compared to 83% in China [5]. Group 2: Effective Altruism Movement - The effective altruism movement, initiated by philosophers from Oxford, focuses on preventing future disasters, including uncontrolled AI [7]. - Some organizations within this movement advocate for strict AI regulations, while others, like Open Philanthropy, support research to align AI with human values [7]. - The movement's influence surged before the collapse of FTX, with Bankman-Fried being a major funder [7]. Group 3: Public Perception and Concerns - Matthew Adelshtain, a prominent figure in the effective altruism space, argues that public concerns about AI are more immediate, focusing on issues like bias and job loss rather than existential risks [8][9]. - He emphasizes that the focus on billionaire donors distracts from the real risks posed by AI, which even developers acknowledge [9]. - Adelshtain defends the concept of "longtermism" as a pragmatic approach to global risks, advocating for more resources to prevent threats like nuclear and biological risks [9].

Core Insights - The financial industry's demand for digital transformation aligns closely with the characteristics of large model technology, making it an ideal "testing ground" for AI applications [1] - The release of DeepSeek R1 in 2025 is expected to be a pivotal moment for financial institutions to localize AI deployment, enhancing general model reasoning capabilities and significantly reducing costs [1] - AI applications are rapidly penetrating core business areas and back-office scenarios within various financial institutions, potentially restructuring financial business processes and organizational frameworks [1] Industry Drivers - The combination of internal industry drivers and external policy support has led to a critical point for the implementation of AI in finance [2] - Since the introduction of the first version of the GPT model by OpenAI in 2018, general large model technology has transitioned from "technical validation" to "industry adaptation," indicating that large-scale applications in vertical fields are on the verge of acceleration [2] - Financial institutions are experiencing a significant increase in IT spending, which supports the implementation of AI technologies [2] Technical Pathways - There are two main technical pathways for integrating AI with finance: one involves training general models with financial data, while the other focuses on developing specialized financial models that better address specific industry needs and compliance requirements [2] - The release of the DeepSeek R1 reasoning model marks a significant advancement in the ability of AI to solve complex financial problems [2] - AI agents, particularly multi-agent collaboration, are becoming a key area of future development, with current large models primarily applied in short-thinking financial scenarios such as understanding, Q&A, and information extraction [2]

" 第三季度，我们全方位展示了 AI 为业务带来的变革性价值。得益于越来越多的企业采用我 们的 AI 产品和解决方案， AI 云保持了稳健的增长势头；萝卜快跑全无人运营规模加速扩大，全球化脚 步加快，已进入瑞士市场，同时保持了行业领先的安全标准；在移动生态中，智能体和数字人等 AI 原生商业化产品带来快速的收入增长，显示出强大的长期潜力。 " 百度创始人李彦宏今日表示，将 继续开拓人工智能创新，为用户、企业和社会创造巨大价值，巩固百度在 AI 时代的领导地位。 在人工智能浪潮席卷全球的今天，百度正以一种前所未有的激进姿态，全力冲向 AI 时代。 11 月 18 日晚，百度发布 2025 年第三季度财报，显示季度总营收 312 亿元，百度核心营收 247 亿元。百度还首次披露了 AI 业务的详细收入。其中， AI 云收入同比增长 33% ， AI 应用收入达 26 亿元， AI 原生营销服务收入同比增长 262% 达 28 亿元。 财报发布前一周，百度刚刚发布一系列重构和创新的 AI 产品，公布了芯片、文心 5.0 、伐谋等最 新进展，向市场证明 AI 正跨越"智能涌现"到 "效果涌现"的临界点，进入"用起来真 ...

本报讯 （记者贾丽）11月18日，联想集团有限公司（以下简称"联想"）与中国足球职业联赛联合会（以下简称"中足联"） 在北京举行全栈AI总指挥中心点亮仪式。作为双方今年2月份官宣合作后的首期成果，此次推出的国内及业界首个足球赛事AI 指挥中心，标志着中国职业足球联赛正式步入"AI+体育"深度融合的智能化运营新阶段。 据了解，此次合作是联想成立智慧体育业务板块之后在足球领域的首次尝试。全栈AI总指挥中心创新性地采用大屏可视化 +智能体交互模式，构建起覆盖赛事态势、赛事监管、指挥调度三大核心功能的智能服务体系。 "中足联全栈AI总指挥中心的正式点亮，不仅是中足联与联想合作的重要成果，更是中国足球职业联赛数智化发展的崭新 起点。"中国足球职业联赛联合会理事长李克敏在致辞中表示，未来双方还将继续深化合作，探索AI技术在联赛各领域的应用 边界与创新转化，全力实现为俱乐部赋能、为联赛科技支撑的核心目标。 联想高级副总裁、中国方案服务业务群总经理戴炜在致辞中表示："我们坚信通过AI+体育的深度融合，必将为中国足球赛 事的智能化、专业化和国际化发展注入强劲动能，共同开创中国智慧足球的新时代。"据了解，此前联想已经连续19年保 ...

海淀区推进国转中心建设，构建产业链、创新链、资金链、人才链"四链融合"机制。在政策上，目前海 淀区正在构建国转中心弹性算力实验室并针对实体化运营、高校合作、成果转化平台建设出台专项措 施；在空间上，海淀区为国转中心提供北纬社区优质空间，用于办公和企业孵化，同时谋划建立国转中 心南部基地；在资金上，海淀区与中发展集团协同，设立"拨投联动"专项基金和成果转化投资基金，为 早期项目提供概念验证支持和风险投资。 国转中心将高校作为核心创新源头，目前已完成多所高校全面对接，挖掘筛选优质项目2100个。后续将 通过"赛会营"等多种模式持续扩容，以赛事激发活力、以会议促进对接、以训练营培育项目，重点挖掘 高校师生共创潜力项目，强化创新供给。 新京报讯(记者张璐)11月18日，北京市人民政府新闻办公室举行《北京市推进科技成果转化落地行动方 案(2025-2027年)》新闻发布会。记者获悉，在教育部、北京市的指导下，海淀区的全国高校人工智能区 域技术转移转化中心(以下简称国转中心)已经在今年6月份正式获批。 "人工智能领域的科技成果转化具有三个特点。"中关村科学城管委会副主任、海淀区副区长唐超说，一 是技术迭代快，在软件定义范 ...