（图片来源：摄图网） 近日，特斯拉CEO埃隆·马斯克在一场长达三小时的深度播客访谈中抛出一系列大胆预言，震惊全球。他预 测白领会比蓝领死得更快、更彻底，全民高收入将实现，未来20年攒钱养老将变得毫无意义。 马斯克指出，人工智能、能源技术与机器人领域的突破将大幅提升生产力，催生富足的资源供给，最终实现 全民高收入。这并非政府发钱，而是整个经济底层逻辑发生了根本性变化。当 AI 和机器人接管几乎所有的 生产和服务，生产东西的成本将低到接近零，商品和服务会如自来水般便宜、丰富。届时，人们无需为了生 存而工作。马斯克表示："我的建议是，不必为10年或20年后的退休生活存钱，到那时，这件事根本不重 要。若相关设想能够落地，攒钱养老终将变得毫无意义。因为到那时候，钱本身可能就不像现在这么重要 了，稀缺的不是钱，而是别的东西。你拼命攒的纸币，购买力概念会完全不一样。" 以ChatGPT为代表的生成式AI在2022年底爆发以来，短短三年内已彻底重构人类社会的运行逻辑：工作 上，AI从辅助工具升级为"数字同事"，既通过自动化将重复性岗位效率提升300%以上，又催生了提示工程 师、AI训练师等全新职业，但同时也导致全球约15%的 ...

Group 1 - The core viewpoint of the article highlights the significant impact of Elon Musk's announcement regarding the open-source recommendation algorithm for the X platform, which has created a new investment opportunity in the A-share market, particularly benefiting companies like Liou Co., Ltd. [1] - Liou Co., Ltd. has transformed from a traditional water pump manufacturer to a player in digital marketing, now focusing on AI-driven solutions and AI-based content creation [1] - The company has experienced remarkable stock performance, achieving five consecutive trading limits within eight days and attracting substantial investment interest, with a peak order volume of 5.6 billion [1] Group 2 - The article emphasizes the dual advantage of Liou Co., Ltd. being positioned at the intersection of AI and GEO, which has led to increased investor enthusiasm and stock price surges [1] - The company's investment history is notable, with stakes in various tech firms, including DeepSeek and SpaceX, showcasing its strategic investment approach [1] - Despite the current excitement, there is a cautionary note regarding a potential selling pressure of 1 billion, which could affect the company's future performance depending on the execution of AI applications and GEO business [2]

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 兜兜转转，苹果AI最终选择了谷歌。 今天凌晨，两家公司发布联合声明，官宣达成了深度合作协议， 将基于Gemini模型和谷歌的云技术构建下一代苹果基础模型 。 当然这也不是老马第一次对苹果AI进行输出，去年苹果和OpenAI宣布合作的时候，马斯克就提起来反垄断诉讼，指控这两家公司串谋"确保其 在人工智能市场的持续主导地位"。 苹果AI花落谷歌 根据双方声明，这项合作将带来的成果之一就是"更个性化的Siri"，而且今年年内就会上线。 总之，从去年被彭博社古尔曼曝出与谷歌私下接触，双方的合作总算是要尘埃落定。 这则消息无疑对双方都是利好，两家的公司股价齐声上涨，谷歌的市值还首次突破4万亿美元关口。 | 有人欢喜有人忧，隔壁马斯克就是被酸到的一个，他表示考虑到谷歌还有Chrome和安卓，这就是赤裸裸的垄断。 | | --- | 根据双方的合作协议，Gemini将为苹果新版Siri乃至更广泛的Apple Intelligence提供底层技术支持，运行模式将继续采用苹果私有云+端侧结 合的方式，以确保数据隐私。 外界预估苹果每年可能向谷歌支付约10亿美元的授权费用， ...

记者注意到，在全球技术浪潮加速演进、产业变革纵深推进的背景下，企业家们结合产业实践分享科技 赋能产业升级的深刻洞见，既总结中国企业家俱乐部20年发展成就、展现深商精神传承创新成果，也精 准研判行业趋势、明晰实践路径，为"十五五"时期中国企业在全球变局中突围发展勾勒关键路径。 本次论坛由深商总会、中国企业家俱乐部、深圳市商业联合会主办。 从先进制造到产业金融，深圳"十五五"规划建议提出建设五个"中心"，为下一阶段经济社会发展指明了 方向。与这份深圳蓝图相呼应，1月12日，第九届深商盛典暨中国企业家俱乐部20年活动在深圳前海国 际会议中心落地。当天，一众企业家齐聚深圳，以"遇见未来的中国企业思想"为核心主题，立足国家高 质量发展战略全局，围绕产业革新、技术突破、生态构建、社会责任等关键议题深入探讨。 李东生：人工智能成为未来经济增长的关键力量 聚焦科技赋能实体经济的高质量发展逻辑，AI成为关键变量之一。TCL创始人、董事长李东生认为， 当前全球科技竞争日趋激烈，人工智能正从概念走向深度产业化，成为未来经济增长的关键力量。 李东生 站在金融视角，未来有哪些高质量发展关键路径？平安集团党委副书记、总经理、联席CEO谢 ...

Core Insights - Beijing Zhiyu Huazhang Technology Co., Ltd. successfully listed on the Hong Kong Stock Exchange, becoming the "first stock of large models," marking a significant milestone in its development and showcasing Lenovo Holdings' role in empowering AI startups [1] - Lenovo Holdings has made substantial investments in AI, with over 270 AI companies supported, establishing itself as one of the most comprehensive investment institutions in the field [2][9] Investment and Growth - Lenovo Holdings has been a key investor in Zhiyu, participating in multiple funding rounds and providing strategic support, which has accelerated Zhiyu's commercialization process [3][4] - Zhiyu's revenue is projected to grow significantly, with a compound annual growth rate of 130% from 2022 to 2024, reaching 312.4 million yuan by 2024 [4] Ecosystem and Collaboration - Lenovo Holdings has facilitated collaborations between Zhiyu and its own product lines, creating integrated solutions that combine hardware and large models, enhancing application in various sectors such as manufacturing and education [3] - Other AI companies backed by Lenovo Holdings, such as Moer Thread and Muxi, have also successfully entered the capital market, indicating a broader trend of AI integration across industries [5][6] Technological Advancements - Moer Thread and Muxi have achieved significant breakthroughs in AI chip technology, establishing themselves as leaders in the high-end GPU market [6] - Companies like Xiaoma Zhixing and Xidi Zhijia have made strides in autonomous driving, showcasing successful commercial applications of AI technology [6][7] Strategic Vision - Lenovo Holdings emphasizes the importance of "patient capital" in driving AI commercialization, focusing on long-term value creation and strategic investments [8] - The company aims to enhance its AI ecosystem by fostering collaboration across the industry, integrating technology and innovation to accelerate market validation and product deployment [9][10]

Core Viewpoint - The article discusses the vibrant developments in China's AI sector at the beginning of 2026, highlighting key figures in the field and their contributions to the evolution of large models and AI applications. Group 1: Event Highlights - The event featured prominent figures in AI, including Professor Tang Jie, Yang Zhilin, Lin Junyang, and Yao Shunyu, marking a significant gathering in Beijing [1]. - The presence of foundational figures like Zhang Bo and Yang Qiang indicates the event's importance in shaping the future of the large model industry [1]. Group 2: Observations on AI Development - The year 2025 was noted as a breakthrough year for open-source models in China, with a 10 to 20 times increase in coding activities [6]. - The discussion emphasized the differentiation of AI models, with a focus on enterprise applications and coding, inspired by developments in Silicon Valley [7][8]. Group 3: Model Differentiation - Yao Shunyu pointed out the clear division between To C (consumer) and To B (business) models, with a growing trend towards vertical integration and layered applications [9][12]. - The article highlights that while consumer applications may not require the highest intelligence, business applications benefit significantly from stronger models, leading to a willingness to pay for superior performance [10][11]. Group 4: Future Paradigms in AI - The conversation shifted to the next paradigm in AI, focusing on autonomous learning and self-improvement, with various interpretations of what this entails [23][24]. - Yao Shunyu mentioned that the bottleneck for autonomous learning is not methodology but rather the data and tasks involved, indicating a need for context and environment to enhance AI capabilities [23][25]. Group 5: Agent Strategy - The potential for agents to automate human tasks significantly was discussed, with expectations that by 2026, agents could handle workloads equivalent to one or two weeks of human effort [39][40]. - The article suggests that the development of agents is closely tied to advancements in model capabilities and the complexity of interaction environments [45][46].

来源：新浪基金 【博时市场点评1月13日】沪深两市调整，成交继续放量 每日观点 消息面 今日沪深三大指数调整，两市成交接近3.7万亿，续创历史新高，资金交易情绪持续活跃。国内方 面，国家发改委等四部门联合出台《政府投资基金布局规划和投向指导办法》，首次明确政府投资基金 应聚焦重大战略、科技创新、产业薄弱环节，严禁投向限制类或淘汰类产业。政策导向强化"耐心资 本"属性，推动资金向新质生产力和未来产业领域倾斜。海外方面，美国司法部对美联储主席鲍威尔启 动刑事调查，再次引发市场对美联储独立性的担忧，贵金属价格上涨，在外部对美元信用担忧的背景 下，中国资产的吸引力增强。国内经济政策与市场形成共振，财政金融协同+政府引导基金定向支持， 叠加流动性适度宽松，有效提振市场信心。配置上或可关注政策红利明确指向的"新质生产力"主线，但 需注意短期交易情绪亢奋，中期需回归业绩验证，具备真实订单和技术壁垒的标的或可更好的应对波 动。 市场复盘 1月13日，A股三大指数下跌。截至收盘，上证指数报4138.76点，下跌0.64%；深证成指报14169.40 点，下跌1.37%；创业板指报3321.89点，下跌1.96%；科创100报1 ...

【责任编辑：缪露】 新年伊始，各地相继出台务实有力新举措，力争实现"十五五"良好开局，促进经济高质量发展。从北京 聚焦人工智能建设创新高地，到江苏谋划打造产业科技创新中心；从辽宁出台123条措施优化营商环 境，到上海连续九年升级营商环境行动方案……一系列指向明确、力度空前的新年新举措，不仅展现了 各地开年即冲刺、起步即决战的奋进姿态，更勾勒出中国经济向"新"而行、以"质"致远的发展脉络。 向"新"而行，锻造发展核心引擎。奋进之姿，首在把握时代脉搏，抢占发展先机。新举措中，科技创新 被置于前所未有的突出位置，彰显出各地摆脱传统路径依赖、诠释新质生产力的战略决心。北京明确提 出建设十万卡级国产智算集群，目标直指人工智能核心产业规模突破万亿元，这背后是从技术跟跑向并 跑、领跑转变的雄心。江苏系统布局生物制造、量子科技等前沿领域，组织超百项重大攻关与前沿研 发，体现的是打造全域创新生态的深远谋划。这些举措共同传递出一个清晰信号：高质量发展已进入以 科技创新驱动产业创新的关键阶段。唯有牢牢掌握关键核心技术，才能在全球竞争格局中立于不败之 地，这是奋进路上必须攻克的首要关隘。革"弊"鼎新，厚植兴业肥沃土壤。奋进之姿，重在 ...

赫格塞思称，Grok将在本月晚些时候正式进入美国国防部的系统，五角大楼将向AI开放美军信息技术 系统中的"所有合适数据"和情报数据库中的数据。他宣称："很快，我们将把全球领先的AI模型部署到 我们部门所有非机密和机密网络中。" 赫格塞思声称，他希望五角大楼内部的AI系统能够"负责任地运作"，他不关心"不能用于打仗的AI模 型"。 【文/观察者网 陈思佳】当地时间1月12日，美国国防部长赫格塞思访问了美国太空探索技术公司 （SpaceX）在得克萨斯州的"星际基地"。据美联社报道，赫格塞思在讲话中宣布，SpaceX首席执行 官、美国亿万富翁马斯克旗下的人工智能（AI）聊天机器人Grok将接入美国五角大楼网络。 赫格塞思在讲话中表示，美国国防部推动AI应用，旨在加快技术创新和军事能力发展，并将其全面融 入美军运作体系。他说，五角大楼拥有"在二十年的军事和情报行动中经过实战检验的作战数据"，"AI 的价值取决于它获取的数据，我们会确保这些数据到位。" Grok由马斯克旗下xAI公司开发，内置于社交平台X，用户可直接调用。去年7月，美国国防部与xAI公 司签署价值2亿美元的合同，以配合美国政府积极采用AI产品的举措。根 ...

Investment Rating - The report maintains a "Buy" rating for several companies in the AI and computing sectors, including Weike Technology, Nengke Technology, Hehe Information, and Maixinlin [13]. Core Insights - The AI application sector is experiencing significant growth, highlighted by the successful IPO of MiniMax, which raised 5.54 billion HKD and achieved a market capitalization of 898 billion HKD on its first day of trading [6][45]. - Nvidia's new VeraRubin architecture has revolutionized computing power, achieving up to five times the performance in AI inference tasks compared to the previous Blackwell architecture, with a tenfold reduction in inference costs per token [5][34]. - MiroMind's MiroThinker1.5 model has demonstrated superior performance in international benchmarks, achieving significant cost efficiency and redefining the growth path for large models [4][24]. Summary by Sections Computing Power Dynamics - The report notes stable pricing in computing power leasing, with significant advancements from MiroMind's MiroThinker1.5 model, which features 30B and 235B parameter variants that excel in benchmark tests [4][18]. - The token consumption for the week of January 5 to January 11, 2026, reached 6.43 trillion, marking a 15.44% increase from the previous week [18][19]. AI Application Dynamics - NotionAI's weekly traffic increased by 25.06%, indicating strong user engagement in the AI application space [32]. - The report highlights the performance of Nvidia's VeraRubin architecture, which integrates CPU, GPU, and networking components for optimized AI computing, significantly enhancing training and inference capabilities [5][34]. AI Financing Trends - MiniMax's IPO is noted as the largest for an AI model company globally, with a remarkable oversubscription rate of 1837 times for public offerings, reflecting strong investor confidence [6][45]. - The company has successfully completed multiple funding rounds, raising a total of 1.5 billion USD from 30 institutional investors over four years [46][47]. Investment Recommendations - The report suggests focusing on companies like Maixinlin, Weike Technology, Hehe Information, and Nengke Technology, which are positioned to benefit from the expanding AI and computing markets [10][58]. - MiniMax's successful market entry is seen as a significant indicator of the AI application sector's commercial viability and growth potential [57].