Core Insights - The article highlights a downward revision of global laptop shipments for 2026, projecting a year-over-year decline of 5.4%, down to approximately 173 million units, reflecting brands' conservative strategies in response to rising storage costs and inventory pressures [2][3][4]. Group 1: Market Outlook - TrendForce has adjusted the 2026 global laptop shipment forecast to a decrease of 5.4%, with a potential further decline to 10.1% if storage prices do not stabilize [4][5]. - Major brands like Apple and Lenovo are better positioned to maintain stable shipments due to their effective supply chain management and pricing strategies [4][5]. Group 2: Product and Pricing Strategies - Apple plans to launch a 12.9-inch model in spring 2026, targeting the entry to mid-range price segment, leveraging its supply chain efficiency to attract consumers despite market challenges [6]. - Lenovo, while facing MSRP increases, is expected to utilize its scale advantages and mature supply chain to manage cost pressures and potentially expand market share [6]. Group 3: Panel Market Impact - The laptop market's struggles due to rising storage prices are anticipated to negatively impact the shipment momentum of laptop panels, with an estimated decline of about 7.9% in 2026 [6]. - LCD panels are expected to face dual threats from reduced laptop demand and increasing OLED penetration, leading to a more significant decline in shipments [6].

相关ETF：科创50ETF(588000)。 展望后市，野村证券指出未来仍看好三条主线：1)AI算力链持续增长，相对看好谷歌/英伟达以及明年 Meta相关算力需求放量节奏，关注PCB/CCL、光模块板块作为核心受益赛道；2)持续看好国产替代加速 赛道，包括被动元件、模拟芯片等；3)持续看好AI端侧应用落地推动端侧SoC放量。 科创50ETF(588000)追踪科创50指数，指数持仓电子行业69.39%，计算机行业4.88%，合计74.27%，与 当前人工智能、机器人等前沿产业的发展方向高度契合。同时涉及半导体、医疗器械、软件开发、光伏 设备等多个细分领域，硬科技含量高，看好中国硬科技长期发展前景的投资者建议持续关注。 12月29日，科创50ETF(588000)微调，收跌0.14%。盘面上，芯原股份上涨5.71%，寒武纪上涨4.19%， 晶科能源上涨3.85%，中无人机上涨3.61%，芯联集成、天岳先进等涨超2%。 消息面上，全国信息通信监管工作会日前在北京召开，会议强调，要充分发挥需求的导向作用，系统推 进6G技术研发、标准研制和应用培育，深入实施工业互联网和人工智能融合赋能行动。要充分发挥网 络的基础作用 ...

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [2][5][17] Core Insights - The report highlights the acceleration of the domestic AI innovation cycle, driven by recent IPO activities of AI companies and strong policy support for AI integration with manufacturing [4][15][17] - The integration of AI with manufacturing is seen as a key driver for enhancing global competitiveness, with significant growth expected in the IT market for manufacturing in China [14] - The report emphasizes the importance of focusing on leading companies with AI technology capabilities and practical applications in industrial vision, smart equipment, and industrial internet platforms [14][17] Summary by Sections Recent Developments - The National Industrial and Information Technology Conference emphasized the importance of AI in manufacturing and set key tasks for 2026, including the promotion of AI+manufacturing initiatives [4][12][13] - IDC predicts that by 2027, the overall IT market investment in China's manufacturing sector will reach 1,718.99 billion RMB, with AI+industrial software market share expected to grow from 9% in 2024 to 22% by 2028 [14] Company Highlights - AI unicorns such as Zhipu and MiniMax are advancing their IPO processes, with Zhipu being the first among the "Big Six" AI models to submit its prospectus [15] - Zhipu reported a revenue of 190 million RMB in the first half of 2025, with a doubling of revenue for three consecutive years [15] - MiniMax has over 2.12 billion personal users and 130,000 enterprise clients globally, with a revenue growth of over 170% year-on-year for the first nine months of 2025 [15] Investment Recommendations - The report suggests focusing on companies in the following categories: 1. Large models: iFlytek (002230.SZ), Tuorisi (300229.SZ), Wanxing Technology (300624.SZ) 2. AI+Manufacturing: Dingjie Zhizhi (300378.SZ), Hand Information (300170.SZ), Saiyi Information (300687.SZ), Nengke Technology (603859.SH) [5][17]

Core Insights - Louis Gerstner, former CEO and Chairman of IBM, passed away at the age of 83 [1] - Current CEO Arvind Krishna announced Gerstner's death to employees, highlighting his transformative leadership during a critical time for IBM [3] Company Leadership and Transformation - Gerstner took over IBM in April 1993 when the company was facing significant challenges, becoming the first CEO from outside the company [3] - He is credited with leading IBM out of bankruptcy by shifting the company's strategy towards business services and reforming its corporate culture [3] - Under his leadership, IBM's stock price increased by 800% from the time he took over until his departure in 2002 [3] Contributions and Legacy - Gerstner authored the book "Who Says Elephants Can't Dance?" and co-authored "Reinventing Education: Entrepreneurship in America's Public Schools" [4] - He served on the boards of several companies, including Bristol-Myers Squibb and The New York Times [4] - Gerstner was also committed to public education initiatives, launching a program at IBM to apply technology resources in schools [4] Philanthropic Efforts - In 1989, Gerstner founded the Gerstner Family Foundation, focusing on biomedical research, environmental projects, and social services in specific regions [5]

以下文章来源于AGI接口 ，作者陈伊凡、李一飞 AGI接口 . AI卷起的财富风暴。 就算未来50年计算机消亡， 至少有50年能做自己喜欢的 事 出品｜虎嗅科技组 作者｜陈伊凡、李一飞 编辑｜苗正卿 头图｜视觉中国 "AI 原生 100" 是虎嗅科技组推出针对 AI 原生创新栏目，这是本系列的第「 37 」篇文章。 98年的田洋，还不到30岁，但在言谈中，透露着与年龄略显不符的沉稳和清醒。 这位年轻的创始人长期从事统计物理研究，对哲学和文学有着自己的品味，在清华本科时，他还修过哲 学学位，喜欢斯蒂芬·科尔·克莱尼（Stephen Cole Kleene），他把公司第一代主板智控产品用KLEENE命 名，就是为了纪念这位数理逻辑学家。 田洋戴着眼镜，讲话不疾不徐，但从他喜欢的文学，又都透着一些反抗、不羁、冷峻和冒险风格，他有 自己喜好的作家——《麦田里的守望者》的塞林、写出《在路上》的杰克·凯鲁亚克、写《在美国钓鳟 鱼》和《草坪的复仇》的布劳提根以及宇宙恐怖文学的先驱洛夫克拉夫特。 但寅谱却瞄准了这个哑铃最细的地方，主要源于两个推演：在传统市场里，消费习惯被严格分成了两 级，严格的B端和严格的C端，没有模糊地带 ...

Core Viewpoint - The 2025 Huaxia Public Welfare Forum emphasizes the integration of artificial intelligence (AI) technology with public welfare initiatives, aiming to drive high-quality development in the sector through innovative paths and technological empowerment [2]. Group 1: AI and Public Welfare Initiatives - Lenovo Group established the "Responsible AI Committee" in 2022 and launched the "Human-Centered AI Development and Governance Initiative" in November 2024, with 50 organizations joining by November 2025 to create a "human-centered, benevolent AI" ecosystem [2]. - The "Human-Centered AI" concept focuses on ensuring AI is safe, human-centric, inclusive, and benevolent, driving economic growth while supporting vulnerable groups and sustainable development [2]. Group 2: Specific Programs for Rural Education - The "Recycled Computer Classroom" project aims to address the issue of outdated technology in rural schools by refurbishing and deploying old computers, providing necessary hardware and software support for digital education [4][5]. - The "Small Seedling Plan," initiated in 2024, focuses on enhancing digital literacy among rural children through innovative educational practices, with 503 proposals received and 60 projects funded, benefiting over 20,000 rural children [6][7]. - The "Qingmei Plan," launched in 2022, empowers rural teachers by providing AI resources and training, impacting over 15,000 rural children and establishing AI-themed classrooms tailored to local educational needs [8][9]. Group 3: Impact and Future Directions - The initiatives have successfully created a bridge to the intelligent era for rural children, fostering confidence and critical thinking through digital tools and AI education [10]. - The focus will continue to shift towards AI literacy, particularly in areas such as identifying misinformation and ensuring online safety, with plans for further funding and project replication in 2026 [7][10].

Group 1 - The Computer ETF (159998) has seen a turnover of 4.32% with a transaction volume of 97.6068 million yuan, while the tracked CSI Computer Theme Index (930651) increased by 0.66% [1] - Notable stocks within the Computer ETF include Zhongke Xingtu (688568) up by 6.02%, Tongfang Co., Ltd. (600100) up by 3.93%, and Aerospace Information (600271) up by 3.60% [1] - The Computer ETF has received significant capital inflow with a net subscription of 16.8 million units [1] Group 2 - Over the past year, the Computer ETF (159998) has grown by 12 million yuan, indicating substantial growth [3] - The Tianhong Sci-Tech Index ETF (589860) has a turnover of 8.9% with a transaction volume of 27.2589 million yuan, while the tracked SSE Sci-Tech Innovation Board Composite Index (000680) has increased by over 1% [3] - Key stocks in the Tianhong Sci-Tech Index ETF include Sainuo Medical (688108) up by 18.62% and Zhenlei Technology (688270) up by 17.08% [3] Group 3 - The Computer ETF (159998) focuses on the hard technology sector, covering software, hardware, and cloud computing, aligning with trends in the digital economy and AI development [3] - The Tianhong Sci-Tech Index ETF (589860) closely tracks the Sci-Tech Innovation Index, featuring leading technology companies with strong brand advantages and research capabilities [3] Group 4 - A significant advancement in quantum computing has been reported with the introduction of a self-repairing neutral atom quantum computer by "Atomic Computing," overcoming atomic loss challenges [4] - An Australian startup, SQC, has developed a silicon-based atomic processor achieving stable connectivity of 11 quantum bits, marking a notable progress in quantum computing [5] - The quantum technology sector is prioritized in China's "14th Five-Year Plan," with expectations for the global quantum computing market to exceed 800 billion USD by 2035 [5]

在数据建模、文献处理与多程序并行运行成为日常的科研环境中，一台稳定高效、兼容性强且具备扩展 潜力的台式电脑，是提升研究效率的核心工具。尤其当实验仿真、图像处理与文档撰写同时进行时，系 统的响应速度、存储容量与显示效果直接决定了工作节奏。面对多样化需求，从基础办公到高端计算， 市面上涌现出一批配备23.8英寸大屏、搭载国产或主流处理器的高性能台式机，兼顾安全性、扩展性与 视觉舒适度，为科研人员提供从实验室到办公室的完整解决方案。 联想 开天M70h G1t-D005 到手价3659元，是一款面向中端科研场景的高性价比机型。其搭载海光3350 处理器，8核16线程设计可轻松应对多任务并行处理，主频达3.3GHz，配合8GB内存与512GB固态硬 盘，系统启动与文件读写迅速流畅。特别配备2GB独立显卡，在图表渲染与轻量图像处理中表现优于集 成显卡机型。支持WPS、OFD等国产办公生态软件，并可选配麒麟V10系统，满足部分单位对国产化系 统的需求。搭配23.8英寸显示器，视野开阔，长时间阅读论文或编写代码更舒适，是预算有限但追求性 能平衡的科研人员理想之选。 联想 慧天M5 售价3699元，采用Intel酷睿i3-1 ...

Core Viewpoint - The recruitment fair in Zhengzhou aims to provide over 10,600 job opportunities for various groups, including recent graduates and veterans, to promote high-quality employment [1] Group 1: Event Details - The recruitment fair titled "Meet Zheng Talent, Welcome Salary and Fortune" will be held on December 27, from 9:30 AM to 12:00 PM at the first-floor corridor hall of Zhengzhou Jinshui Xinwan Plaza [1] - The event is organized by the Jinshui District Human Resources and Social Security Bureau, Fengqing Road Street Office, and Henan 123 Talent Network [1] Group 2: Target Audience - The recruitment fair primarily targets recent and past university graduates, high-level talents, unemployed youth, job changers, skilled young talents, and veterans [1] Group 3: Participating Industries - Key participating industries include computer technology, environmental science, smart digitalization, mechanical manufacturing, finance, law, education, media, healthcare, logistics, hospitality, automotive, and beauty [1] Group 4: Job Opportunities - The fair will offer over 10,600 quality job positions across various professional categories, including roles such as new media specialists, project managers, store managers, management trainees, e-commerce specialists, technical engineers, administrative staff, designers, accountants, operations supervisors, hosts, and lawyers [1]

Core Insights - Infplane Computing has launched the Mini AI workstation named Hilbert, equipped with its KLEENE motherboard control technology, aimed at providing a stable edge computing solution for local large model inference, scientific computing, and vertical industry AI applications [1] - The Mini AI workstation is the first product in Infplane's "desktop supercomputing" series, developed in collaboration with several ecosystem partners including AMD, aoni, and abee, and is expected to enter the North American market by 2026 [1] - The workstation is powered by the AMD Ryzen AI Max+395 processor, which features an innovative CPU, GPU, and NPU architecture, delivering powerful heterogeneous computing capabilities [1] Technical Specifications - The unified memory architecture (UMA) of the workstation offers up to 96GB of large video memory, suitable for MoE architecture large language models, and is compatible with various multimodal models such as machine vision, automatic speech recognition, and image understanding [1] - The KLEENE technology focuses on the underlying control layer of the computer, optimizing power consumption, performance, and workload distribution of the processor, memory, and SSD without altering hardware design or software compatibility [2] - This system provides a reusable and transferable methodology that can serve various terminal forms, including laptops, desktops, mobile devices, automotive systems, and robotic controllers [2] Market Impact - AMD's Vice President of Marketing for Greater China, Ji Chaohui, highlighted the unique advantages of the Mini AI workstation, including high computing power and large memory, which have garnered widespread industry attention and recognition [2] - The integration of edge AI with vertical industry scenarios is gradually being realized, expanding the applicability of Mini AI workstations in various fields [2] - Infplane's CTO, Xiong Wei, emphasized that as AI moves into inference and engineering stages, computing power is becoming a new foundational resource, with system-level scheduling and energy efficiency management being key variables for personal computing experiences [2]