2025年武汉经营主体总量达270万户，企业总量升至127万户。 2月24日，马年首个工作日，一家人工智能企业申请人全程未到场，通过线上提交、云端审核，办出武 汉马年首张企业营业执照。 当天上午9时，武汉市民之家政务服务大厅准时开始服务。10时左右，随着工作台上电脑屏幕不停闪 烁，武汉瞳芯云智科技有限公司的设立申请通过线上平台提交完毕。这家人工智能企业的申请人全程未 到场，材料由硚口区行政审批局通过全市统一的企业开办平台受理审核。 这家企业落户硚口区武汉香港中心，由香港理工大学何明光教授团队牵头，将前沿科研成果在汉落地转 化，重点打造眼科人工智能机器人项目，聚焦眼科领域人工智能研发应用。 第一财经记者从武汉市市场监管局了解到，上述企业的相关材料已经在春节前准备周全，马年开工首 日，后台第一时间完成审核并顺利出证。 "人在家中坐，执照线上办"的背后是武汉持续优化营商环境、深化"放管服"改革的生动实践。近年来， 武汉大力推进数据跑路代替群众跑腿，全面推行企业开办"一网通办、全程网办"。数据显示，2025年武 汉经营主体总量达270万户，企业总量升至127万户。 武汉市市场监管局驻市民之家首席代表聂忠表示，新的一年 ...

4、美称中国一人工智能企业违反美出口管制，外交部：中方已多次表明原则立场 1、特朗普考虑征收新的国家安全关税 美国最高法院上周的一项裁决宣布总统特朗普第二任期的多项征税无效，现在特朗普政府考虑对六 个行业征收新的国家安全关税。据知情人士透露，考虑征收的新关税可能涵盖大型电池、铸铁和铁配 件、塑料管道、工业化学品以及电网和电信设备等行业。这些关税将根据《1962年贸易扩展法》(Trade Expansion Act of 1962)第232条征收，该条款赋予总统基于国家安全风险征收关税的广泛权力。新的第 232条关税将独立于特朗普自最高法院周五上午驳回其多项关税以来已宣布的其他税项。已宣布的关税 包括一项新的15%关税，可维持五个月，以及计划在该期限后征收的多项关税，后者将根据《贸易法》 (Trade Act)第301条发布。 2、美媒：特朗普军方最高顾问警告袭击伊朗风险 据Axios援引两名消息人士透露，美军参谋长联席会议主席丹・凯恩将军已向特朗普总统及高级官 员建议，对伊朗发动军事行动可能存在重大风险，尤其是可能陷入长期冲突。 特朗普政府高层正就是 如何应对伊朗对峙、以及不同方案将带来何种后果展开激烈争论。 ...

Core Insights - The Shanghai International Science and Technology Innovation Center is transitioning from "innovation sourcing" to "results transformation," focusing on integrating innovation chains, industry chains, talent chains, and capital chains to accelerate the conversion of innovative results into productive forces [1][4][7] Group 1: Achievements and Goals - By 2025, the three leading industries—integrated circuits, biomedicine, and artificial intelligence—are expected to exceed a total scale of 2 trillion yuan, with high-tech industry output surpassing 900 billion yuan, accounting for 22.2% of the industrial output [1] - The 2025 Shanghai Technology Progress Report indicates that R&D expenditure intensity is projected to reach around 4.5%, with basic research investment intensity increasing to approximately 12% [2] - The integrated circuit industry in Shanghai is expected to account for over 25% of the national scale, with more than 1,000 enterprises and 40% of national talent concentrated in this sector [2] Group 2: Financial and Talent Development - A future industry fund with a scale of 15 billion yuan has leveraged six times the amount of social capital, while the "Big Zero Bay" fund matrix has been completed with a total scale of 27.3 billion yuan [3] - By 2025, Shanghai is expected to have 187 academicians and attract over 160 foreign young scientists from 42 countries through the "Shanghai Partner Research Program" [3] Group 3: Policy and Structural Changes - The focus during the "14th Five-Year Plan" period is shifting from quantity accumulation to "empowering capital circulation," enhancing market resource allocation efficiency and risk management functions [4][7] - The government aims to support small and medium-sized technology enterprises through inclusive financing and direct investment, enhancing the operational capabilities and exit mechanisms of state-owned funds [4] Group 4: Future Directions - In 2026, Shanghai will continue to strengthen its role as a source of innovation, focusing on key areas such as artificial intelligence, biomedicine, and integrated circuits to enhance global innovation influence [6] - Breaking down institutional barriers and constructing a service-oriented innovation ecosystem is crucial for accelerating the transformation of innovative results into productive forces [7]

Market Performance - The market experienced a high opening followed by a pullback, with the ChiNext index rising over 2% at one point. The total trading volume in the Shanghai and Shenzhen markets reached 2.2 trillion, an increase of 219.4 billion compared to the last trading day before the holiday [1] - By the end of the trading day, the Shanghai Composite Index rose by 0.87%, the Shenzhen Component Index by 1.36%, the ChiNext Index by 0.99%, and the CSI A500 Index by 1.20% [1] Consumer Trends - During the recent Spring Festival holiday, consumer activity and travel saw a steady increase, supported by consumption promotion policies. The average daily sales of key retail and catering enterprises increased by 8.6% compared to the same period in 2025 [3][19] - Foot traffic and sales in monitored pedestrian streets increased by 4.5% and 4.8% respectively during the first three days of the holiday compared to last year [3][19] - The focus of economic work for 2026 includes "maintaining domestic demand as the main driver" and "coordinating consumption promotion and investment expansion" [3][19] AI Sector Developments - The AI sector continues to see significant capital expenditure and frequent updates to large models, indicating a sustained high level of activity. Companies like Zhiyuan, ByteDance, Alibaba, and MiniMax have released new AI models, with a focus on application and performance improvements [6][22][23] - The global AI model landscape is evolving, with notable releases such as Anthropic's Claude Sonnet 4.6 and Google's Gemini 3.1 Pro, which enhance capabilities in various tasks [7][23] - Domestic companies are also advancing, with Zhiyuan AI launching its GLM-5 model, which ranks first among open-source models in multiple tests [7][23][24] Infrastructure Investment - The North American AI sector is facing electricity shortages, prompting increased investment in grid infrastructure. The PJM, responsible for the largest regional electricity market in the U.S., plans to enhance its grid to support data centers [10][27] - China's State Grid Corporation is expected to invest 4 trillion yuan during the 14th Five-Year Plan, a 40% increase from the previous plan, focusing on main grid construction and improving cross-province transmission capacity [10][28] - The global energy transition is driving demand for grid construction to accommodate renewable energy, with significant potential in underdeveloped regions [10][28] Robotics Sector Insights - The robotics sector saw high expectations during the Spring Festival, but recent performance has been mixed, with the robotics ETF down by 0.71% [14][30] - Companies showcased advanced capabilities during the Spring Festival, with performances highlighting improvements in motion control and stability [31][32] - Future developments, particularly Tesla's V3 release, are anticipated to impact the robotics market significantly, with varying expectations for its success [32]

Core Insights - Shanghai's International Science and Technology Innovation Center is transitioning from "innovation sourcing" to "results transformation," focusing on integrating innovation chains, industry chains, talent chains, and capital chains to accelerate the conversion of innovative achievements into productive forces [1][4][7] Group 1: Achievements and Goals - By 2025, the three leading industries—integrated circuits, biomedicine, and artificial intelligence—are expected to exceed a total scale of 2 trillion yuan, with high-tech industry output surpassing 900 billion yuan, accounting for 22.2% of industrial output [1] - The 2025 Shanghai Science and Technology Progress Report indicates that R&D expenditure intensity is projected to reach around 4.5%, with basic research investment intensity increasing to approximately 12% [2] - Shanghai's integrated circuit industry is expected to account for over 25% of the national market, with more than 1,000 enterprises and 40% of national talent concentrated in the region [2] Group 2: Financial and Talent Development - A future industry fund of 15 billion yuan has leveraged six times the amount of social capital, while the "Big Zero Bay" fund matrix has a total scale of 27.3 billion yuan [3] - By 2025, Shanghai is expected to have 187 academicians and attract over 160 foreign young scientists from 42 countries through the "Shanghai Partner Research Program" [3] Group 3: Policy and Structural Changes - The focus during the "14th Five-Year Plan" period is shifting from quantity accumulation to "empowering capital circulation," enhancing market resource allocation efficiency and risk management functions [4][7] - The government aims to support small and medium-sized technology enterprises through inclusive financing and direct investment, enhancing the operational capabilities of state-owned funds [4][7] - Breaking down institutional barriers is essential for creating a service-oriented innovation ecosystem, with an emphasis on forming innovation consortia led by leading enterprises [7]

春晚上豆包的新春红包活动，你中奖了没？！ 作为央视春晚独家AI云合作伙伴，豆包这次直接把"全能"焊在了身上。全新Seedance 2.0、Seedream以及空间视频技术全面赋能春晚舞台，将中国传统文化 与AI科技来了一场深度融合。就连春晚的具身机器人表演，也靠豆包语音模型实现深度语义理解，精准分析对话语境与情绪变化，让机器人语言表达更生 动、更拟人，互动感直接拉满。 图源：豆包官方微博 用户端的科技体验也没落下，春节AI入口战早早打响，阿里、腾讯、百度等大厂狂撒超45亿元红包和补贴，字节跳动旗下豆包则联手火山引擎的"算力+大 模型"组合强势入局，让大家在抢红包的快乐中，感受AI的魅力。 舞台上的机器人"天团"，更是承包了今年春晚所有燃点和萌点。还记得去年穿大红袄扭秧歌的机器人么，今年它们直接组团整活。魔法原子、银河通用、宇 树科技、松延动力四大科技大佬同台亮相，各展神通。三登春晚的宇树科技，派出16台G1/H1人形机器人，在《骐骥新姿》里完成高难度群舞，动作整齐划 一超吸睛；魔法原子秀出多机协同技术，银河通用则展示了具身大模型自主决策能力，让机器人摆脱了标准化动作，能灵活互动，朝着生活化场景大步迈进 相信今 ...

智通财经APP注意到，亿万富翁马斯克正计划为SpaceX进行有史以来规模最大的 IPO ，这对现有投资 者和将获得巨额费用的投行来说是个好消息。 但有一个群体并不感到振奋，那就是其他也计划上市的公司。 SpaceX 可能通过在美国上市融资多达 500 亿美元，这可能为人工智能公司 Anthropic PBC 和 OpenAI Inc. 的 IPO 奠定基础。这两家公司跻身全球估值最高的私营企业之列，今年已采取措施准备上市。 随着马斯克的火箭与卫星制造商计划于 6 月首秀，它和其他潜在的巨额交易可能占据投资者的全部注意 力，并迫使那些权衡规模相对正常的 IPO 的公司设法避开它们。 IPO候选公司规模将远超近期上市的公司 私募股权投资公司 EQT AB 的全球股票资本市场主管马格努斯·托宁认为存在一种风险：如果启动时间 与重磅科技股 IPO 太近，大型资产管理公司可能不会关注规模较小的发行。 托宁在采访中表示，"我认为我们不会愿意出来竞争注意力。"他说，公司将转而尝试将其投资组合公司 的 IPO 时间表提前，至少在像 SpaceX 这样的超级大单出现前一个半月完成。 总部位于斯德哥尔摩的 EQT 正准备最快于今 ...

在金丰来看来，大型科技公司集中上市，容易在短期内吸走市场流动性与投资者注意力。包括Anthropic与 OpenAI在内的人工智能企业，也被视为潜在重量级IPO候选者。一旦这些企业接连登场，部分中等规模公司 金丰来认为，SpaceX筹划中的超级IPO或将重塑2026年的资本市场节奏。市场预计，这家由Elon Musk创立的 航天与卫星企业，融资规模可能高达数百亿美元，有望成为历史上体量最大的上市项目之一。如此庞大的募 资计划无疑为早期投资者与承销机构带来可观回报，但对其他准备上市的企业而言，却意味着更为激烈的资 金与关注度竞争。 可能不得不重新安排发行窗口，以避免与巨无霸项目"正面交锋"。对于资产管理机构而言，若过多重磅交易 集中出现，组合配置与现金管理压力也将随之上升。 私募股权机构同样面临时间选择难题。以EQT AB为代表的投资机构，正筹划推动旗下资产登陆公开市场， 但在超级IPO临近的背景下，发行节奏需要更加审慎。若市场资金优先流向市值庞大的科技龙头，中型项目 可能面临认购热度不足的风险。对于基金经理而言，若必须参与大型交易，可能需要出售部分既有持仓腾挪 资金，从而对二级市场带来连锁影响。 不过，金丰来 ...

今天上班第一天，你还在回味春节年夜饭的滋味吗？ 盘点这个春节的最潮打开方式，有人发现，在AI助手的加持下，年夜饭不再"众口难调"了。当科技融入中国年的烟火气，有多少人的春节筹备因为AI这个 新帮手，变得高效又暖心，也让传统年味在智能加持下，多了几分贴心与新意。 春节前期，远在北京的小鱼正和山东潍坊老家的妈妈视频筹备年夜饭，这道每年必做的"功课"，今年因"文心"变得轻松不少。妈妈有高血压需低盐低脂饮 食，爸爸爱吃鱼却怕刺，想做几道有吉祥寓意的新菜，又担心操作复杂，这些春节筹备的常见难题，成了不少人过年的小困扰，而"文心"的深度搜索功 能，恰好能精准解决这类个性化需求。 打开百度APP，找到底部中心的文心对话框，只需语音输入具体需求，就能快速获取定制化方案。 小鱼对着麦克风说出诉求："帮我设计一份适合一家三口的年夜饭菜单，妈妈高血压要低盐低脂，爸爸喜欢吃鱼且怕刺，需要有吉祥寓意，步骤简单好操 作。" （图：百度文心生成 短短十秒，文心就生成了一份兼顾健康、口味与年味的鲁味年夜饭详细方案，不仅标注了每道菜的营养成分、吉祥寓意，还附带了具体的制作步骤和食材 用量。 针对小鱼家人的情况，方案里的主菜清蒸鲈鱼堪称"量身定 ...

Core Insights - Spirit AI, a leading company in embodied intelligence, has recently completed two rounds of financing totaling nearly 2 billion RMB, setting a new record for single financing in the field in 2026 [1][11] - With this financing, the company's valuation has surpassed 10 billion RMB, making it the second unicorn in the embodied intelligence sector within two days, following Zhi Ping Fang [1][34] - The financing round attracted top-tier investors including Yunfeng Fund, Sequoia China, and Chaos Investment, among others, indicating strong market interest and confidence in the company's technology and business model [1][18] Company Overview - Founded in January 2024, Spirit AI focuses on developing a "general brain" for robots, utilizing its self-developed VLA (Vision-Language-Action) model series [2][19] - The Spirit v1.5 model, released in January 2025, is the first Chinese open-source model to surpass the performance of the US-based Pi0.5 model, showcasing strong zero-shot generalization capabilities [2][19] - The company has significantly reduced data collection costs by 90% through self-developed wearable data collection devices, accumulating over 200,000 hours of real interaction data, with expectations to exceed 1 million hours by 2026 [2][24] Leadership and Team - The CEO, Han Fengtao, is a seasoned entrepreneur in the robotics industry, previously co-founding Lattice Robotics and delivering over 20,000 industrial robots [2][19] - Co-founder Gao Yang is recognized for his academic achievements and has developed highly efficient reinforcement learning algorithms, contributing to the company's technological advancements [3][20] - The team comprises members from top universities like UC Berkeley and Tsinghua University, averaging under 30 years of age, combining expertise in multimodal models, robotics, and reinforcement learning [6][23] Technological Advancements - The Spirit v1.5 model demonstrates exceptional zero-shot generalization ability, allowing it to perform complex tasks without new sample training [7][24] - The company emphasizes the importance of diverse data for scaling VLA models, arguing that "dirty data" can be more valuable than clean data for training purposes [7][24] - Spirit AI's data strategy aligns with global trends, as leading companies are also focusing on human video data for training, indicating a competitive edge in the market [8][25] Market Position and Future Outlook - In just over two years, Spirit AI has achieved significant growth, completing multiple financing rounds totaling nearly 2 billion RMB and reaching a valuation of over 10 billion RMB [8][25] - The year 2026 is projected to be a critical year for commercialization in the embodied intelligence sector, with a forecasted doubling of humanoid robot sales in China [12][29] - The collaboration with CATL has set a benchmark in the industry, showcasing the practical application of embodied intelligence in manufacturing environments [12][31]