扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 50 Ft 国家高新 八时一年资计 技术企业 CBJF+ 线 创投人物 投融资及收并购事件 热门产业 创新机会 TEE 详 2万+LP数据 全生命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 1400 ERF 十子标签 产业图谱 行业示会 * * * 1.【四川长虹自研高压平台电池组助力国产首款重载eVTOL首飞】从四川长虹获悉，近日，该上市公 司旗下长虹电源自主研发的800V高压平台电池组，成功保障我国国产首款重载电动垂直起降飞行器 （eVTOL）AR-E800完成首次飞行。据悉，该电池组作为飞行器的核心动力部件，攻克了高电压绝 缘、热管理及轻量化等高难度技术挑战。首飞过程中，电池组全程工作稳定可靠，实现了"零异常"运 行，标志着长虹电源整体研发能力已达行业先进水平。（搜狐） 2.【国内首款"三全"脑机接口成功完成首例临床试验】在12月13日举办的2025天桥脑科学研究院脑 机接口与人工智能论坛上，上海脑虎科技有限公司（以下简称：脑虎科技）宣布了一项里程碑式成 果：其自主 ...

| | | | | 前复权 つ ⊙ ① DXYZ Destiny Tech100 | | | | --- | --- | --- | --- | --- | --- | --- | | | | 40.980 | 41.090 | 37.960 + +0.960 +2.59% | | 收盘价 12/12 16:00 美克 | | | | | 37.960 | 39.880 + 1.920 +5.06% | | 雷前价 12/15 04:16 美奈 | | | | | 32.538 | 三 7 24 华 × 9 目 ♥ 自选 | | 快捷交易 | | | | | 28.262 | 最高价 40.980 开盘价 40.470 | | 成交量 757.72万 | | | | | 23.986 | 最低价 36.000 | 昨收价 37.000 | 成交额 2.95亿 | | | | | | 平均价 38.965 | 市空室 M 21.40 | 总市值 5.48亿 (--) | | | 19.711- | | 19.711 | 振 幅 13.46% | 市盈率(静) 23.69 | 总股本 1442.8万 | | | ...

Core Insights - New Zealand's government aims to enhance foreign direct investment (FDI) through the establishment of the New Zealand Investment Agency, addressing the country's historically low FDI levels compared to OECD averages [1] Group 1: Investment Agency and Strategy - The New Zealand Investment Agency will focus on attracting investments ranging from NZD 100 million to NZD 1 billion, as well as projects with potential over NZD 20 million [1] - The agency will act as a bridge for local investors, connecting domestic businesses with high-value investment opportunities, and ensuring the "Active Investor Plus" system promotes New Zealand's economy [1] - The agency will also provide recommendations for government policies and regulatory frameworks to position New Zealand as a globally competitive investment destination [1] Group 2: Strategic Growth Areas - Six strategic growth areas have been identified by the New Zealand Investment Agency: private infrastructure, renewable energy, data infrastructure, digitalization and artificial intelligence, agriculture, pharmaceuticals and space technology, advanced manufacturing and processing facilities [1] Group 3: Investment Briefs - Three investment briefs have been released to support regional industry economies: tourism, wood processing, and innovative food production, highlighting New Zealand's competitive advantages and growth narratives in these sectors [2] - The briefs aim to showcase New Zealand's openness to business and readiness to scale and seize new opportunities for international investors [2]

Group 1 - Goldman Sachs CEO David Solomon stated that the firm expects the busiest week for IPOs since July 2021, following the successful IPO of Swedish buy-now-pay-later company Klarna [1] - Solomon emphasized that Goldman Sachs' IPO activity will surpass any period since July 2021, driven by a recovery in the stock market and a surge in tech stock IPOs [1] - Notable IPO performances include Figma Inc and Bullish, both seeing stock prices more than double on their first trading day, while Firefly Aerospace's stock soared nearly 56% [1] Group 2 - The current M&A activity has increased by approximately 32% year-over-year, with transactions exceeding $10 billion experiencing a 100% growth [1] - Despite the vibrant IPO window, the market faces multiple risks, including inflation rates remaining above the Federal Reserve's 2% target and signs of weakness in the U.S. labor market [2] - Solomon highlighted uncertainties surrounding tariff policies and their potential impact on consumer spending, noting the difficulty in quantifying the specific effects on economic growth [2]

格隆汇8月5日｜美国证券交易委员会的文件显示，太空科技公司Firefly上调招股价范围，计划以每股41 至43美元的价格发行1620万股股票，高于早前的每股35至39美元。以新的发行价区间上限计算，Firefly 市值将达到60亿美元。此次发行预计将于8月6日定价。文件显示，截至3月31日的三个月，该公司净亏 损6010万美元，营收5590万美元。 ...

Core Viewpoint - The Hong Kong government is actively working to expand new economic growth points while consolidating traditional industries, aiming to enhance Hong Kong's competitiveness and international influence as a "super connector" and "super value creator" [1][2]. Group 1: International Cooperation and Market Expansion - The government emphasizes the importance of deepening international cooperation, leveraging Hong Kong's unique position to connect mainland China with global markets, and expanding into emerging markets in the Global South [1][3]. - Efforts include strengthening regional cooperation with ASEAN, the Middle East, and countries along the Belt and Road Initiative, with specific agreements already signed or in negotiation with Bahrain, Qatar, and others [2][3]. Group 2: High-Value Supply Chain Development - A high-value supply chain service mechanism has been established to attract mainland enterprises to set up international or regional headquarters in Hong Kong, facilitating their global supply chain management [3][4]. Group 3: Industry-Specific Initiatives - The government is focusing on various industries, including: - **Innovation and Technology**: Promoting sectors like health tech, AI, and advanced manufacturing through targeted measures [4][5]. - **Space Economy**: Supporting research and development in space-related technologies and simplifying licensing for low Earth orbit satellite operations [4][5]. - **Low-Altitude Economy**: Developing a smart low-altitude economic ecosystem and expanding regulations for drone technology [5][6]. - **Halal Industry**: Enhancing Hong Kong's competitiveness in the halal market through legislative changes and promotional activities [6][7]. - **Professional Certification Services**: Expanding certification services into new fields such as green finance and ESG [6][7]. - **Financial Innovation**: Implementing a licensing system for digital asset trading platforms and stablecoins to foster sustainable growth in the digital asset sector [6][7]. - **Green Industry**: Supporting local green technology development and promoting Hong Kong as a center for sustainable finance [7][8]. - **Cultural and Creative Industries**: Developing a creative ecosystem and supporting industry-specific projects to enhance Hong Kong's status as a creative hub [7][8]. - **Sports Industry**: Noting a steady growth in the sports sector, with a reported increase in value added from sports activities [8][9]. Conclusion - The government is committed to collaborating across various policy areas to create a conducive environment for economic development, welcoming suggestions from legislators to enhance these initiatives [9].

Core Viewpoint - The article discusses Kevin Kelly's new book "2049: The Possibilities of the Next 10,000 Days," which envisions a hopeful future shaped by technology and human agency, emphasizing the importance of imagining and actively working towards a desirable future [5][10][12]. Group 1: Future Scenarios and Technology - Kelly's book outlines optimistic scenarios for the future, including advancements in transportation, employment, the internet, and entertainment, while also considering China's role in the global landscape [9][10]. - The concept of "scenario building" is introduced, where multiple potential futures are imagined, encouraging proactive steps to achieve a positive outcome [12][13]. - The dual nature of technology is highlighted, where it can bring both positive and negative impacts, necessitating a balanced perspective [6][15]. Group 2: Education and Learning - The future of education is discussed, emphasizing the need for lifelong learning and the integration of AI as a core component of the educational experience [17][19]. - Kelly suggests that the focus should shift from acquiring specific knowledge to mastering the ability to learn effectively, as future careers may not yet exist [20][22]. - The importance of teaching students how to ask good questions is emphasized, as this skill will be crucial in a world where AI can provide answers [20][22]. Group 3: AI and Content Creation - The article explores the impact of AI on the content industry, suggesting that while AI will generate content, human journalists will still be needed to manage and take responsibility for the output [26][28]. - Kelly predicts that the role of journalists will evolve, with a greater emphasis on accountability and quality assurance in the age of AI-generated content [28][29]. Group 4: The "Mirror World" Concept - Kelly introduces the idea of a "mirror world," where augmented reality (AR) and virtual reality (VR) technologies will blend the physical and digital realms, fundamentally changing how people interact with their environment [35][37]. - The realization of this mirror world depends on the affordability and efficiency of AI technologies integrated into smart glasses [40]. Group 5: Future Technologies - Five key technologies are identified for future exploration: robotics, autonomous driving, space travel, life sciences, and brain-computer interfaces, each with the potential to revolutionize various aspects of life [50][51]. - Kelly expresses skepticism about the widespread adoption of humanoid robots in households, suggesting they will first be utilized in controlled work environments [52]. - The future of autonomous vehicles is discussed, with the expectation that driving will become less common as AI takes over more driving tasks [56]. Group 6: Population Dynamics and Longevity - Kelly predicts a demographic shift towards an aging population, which will pose challenges for innovation and societal structure [68]. - The potential for advancements in life sciences, including vaccines for major diseases, is seen as a way to extend healthy lifespans, but the overall impact on societal dynamics remains complex [66][68]. Group 7: The Future of Silicon Valley - The article concludes with reflections on the future of Silicon Valley, suggesting that while established companies may decline, new startups will emerge, potentially changing the landscape of innovation and competition [74][75].

Core Insights - Kevin Kelly, known as K.K., discusses his new book "2049: The Possibilities of the Next 10,000 Days," which envisions a hopeful future 25 years from now, covering various aspects such as technology, society, and the role of China in the world [4][5][7][8]. Group 1: Future Scenarios and Predictions - K.K. emphasizes that the book is not about making predictions but constructing scenarios that explore optimistic futures, including advancements in AI and technology [10][11]. - The book aims to inspire readers to actively imagine and work towards a desirable future rather than passively waiting for it to happen [12][13]. - K.K. believes that technology is a double-edged sword, and while it can bring positive changes, it also poses challenges that need to be addressed [7][15]. Group 2: Education and Workforce - K.K. argues that education systems must adapt to a future where lifelong learning and AI assistance are the norms, emphasizing the importance of teaching students how to learn effectively [18][19]. - He suggests that the focus should be on developing the ability to ask good questions and optimize learning processes rather than acquiring specific knowledge or skills [19][21]. - K.K. reassures that AI will not replace jobs but will change the nature of work, encouraging graduates to pursue their passions rather than solely focusing on financial rewards [22][24]. Group 3: Media and Content Creation - K.K. asserts that the media industry will still require human journalists to manage AI-generated content and ensure accountability [26][30]. - He predicts that new forms of content creation will emerge, including immersive experiences that enhance the way news is reported [27][28]. - K.K. advises content creators to remain adaptable and willing to experiment with new formats and technologies to stay relevant in the evolving landscape [30][31]. Group 4: Technological Advancements - K.K. identifies five key technologies that will shape the future: robotics, autonomous driving, space exploration, life sciences, and brain-computer interfaces [49]. - He expresses skepticism about the widespread adoption of humanoid robots in households, suggesting they will first be used in controlled environments like warehouses [51][55]. - K.K. believes that while autonomous vehicles will become more prevalent, the need for human drivers will still exist, albeit in a more specialized capacity [57][58]. Group 5: The "Mirror World" Concept - K.K. introduces the idea of a "mirror world," where augmented reality will blend the physical and digital realms, facilitated by smart glasses [32][34]. - He outlines four layers of this mirror world, including virtual reality experiences, spatial digital avatars, and enhanced environments for AI interactions [35][36][39]. - K.K. predicts that the development of this mirror world will depend on the affordability and efficiency of AI technology [37][40]. Group 6: Future of Smart Glasses - K.K. anticipates that the competition in the smart glasses market will be fierce, with potential for Chinese companies to emerge as leaders due to their manufacturing advantages [42][46]. - He highlights the significant technical challenges that need to be overcome for smart glasses to become mainstream, including battery life and user experience [43][45]. - K.K. believes that the timeline for achieving widely accepted smart glasses could extend to 10-25 years [46]. Group 7: Societal Implications of AI and Longevity - K.K. discusses the potential for AI to contribute to longer, healthier lives, while also acknowledging the societal challenges posed by an aging population [70][71]. - He emphasizes the need for innovative solutions to address the demographic shifts, particularly in cultures with a high proportion of elderly individuals [72][73]. - K.K. expresses cautious optimism about advancements in life sciences, suggesting that breakthroughs in health technology could lead to significant improvements in quality of life [68][69].

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