完整早报音频，请点击标题下方小耳机收听 【 IPO 首日，智谱创 立发 起人内部信曝光：明确 2026 年目标，提及梁文锋】 智谱 AI 1 月 8 日上市，上市当天，清华大学计算机系教授、智谱创立发 起人兼首席科学家唐杰发布内部信，宣布很快将推出新一代模型 GLM-5 。并进一步明确了 2026 年公司的目标是 " 成为国际领跑的大模型企业 " 。唐杰 提及了 DeepSeek 出现带给自己的警醒道： " 文锋 2023 年创业的时候和我聊过，当时我并没有意识到他对 AGI 如此执着，感谢他带给我很多不一样的 思考。 " 唐杰称， " 选择对 AGI 技术的执着追求，不断探索 AGI 的上界，同时精准的未来预判成为下一步智谱需要不断改进和升华的地方。 " （新浪科 技）（ 阅读拓展： 超500亿，清华系智谱敲钟，"大模型第一股" 诞生 ） 【万科公告：因到龄退休，郁亮辞职】 1月8日，万科A发布公告称，因到龄退休，郁亮先生于2026年1月8日向万科企业股份有限公司（以下简称 "公 司"）董事会提交了书面辞职报告，申请辞去公司董事、执行副总裁职务。辞去上述职务后，郁亮先生将不再担任公司任何职务。 根据《万科企 ...

电影《私了》计划于2026年底在中国、印尼等地上映，并参加国内外电影节展映和评选。 《私了》根据著名作家东西曾荣获《小说选刊》年度短篇小说奖、第十七届百花文学奖短篇小说奖等荣 誉的同名小说改编。影片由东西担任监制，新锐导演卢精用执导，青年编剧田原也担纲剧本创作，著名 演员张永健、穆丽燕领衔主演，韩三明、丁亦泽、扎西啦（印尼）特邀主演。该片讲述了一对夫妻在遭 受心灵创伤后，自救与彼此治愈的感人故事。故事扎根于中国乡土，讴歌大地生命，着眼于家人的痛与 爱，给予生命温情的抚慰，展示中华民族血液里的善良与隐忍。东西表示，希望大家对年轻人和小成本 电影多多支持。 本报讯（记者李宗文）昨日，院线电影《私了》（原名《远方的消息》）在南宁正式开机。该影片是中 国—东盟系列电影之中国-印尼篇，入选《广西当代文学艺术创作工程三年规划（2025—2027年）》首 批扶持项目。 ...

Core Viewpoint - The acquisition of Warner Bros. by Netflix represents a significant shift in the entertainment industry, solidifying Netflix's position against competitors like Disney and Paramount, while also raising concerns among traditional cinema operators about the future of theatrical releases [2][3][6]. Group 1: Acquisition Details - Netflix has agreed to acquire Warner Bros. Discovery's film and television studios, including HBO Max and HBO streaming services, for a total equity value of $72 billion and an enterprise value of approximately $82.7 billion [3]. - Warner Bros. shareholders will receive $23.25 in cash and $4.5 in Netflix common stock per share [3]. - The deal is contingent upon Warner Bros. completing its plan to divest its cable channel assets, including CNN, TBS, and TNT, allowing Netflix to focus on film production and HBO Max [3][4]. Group 2: Industry Impact - The acquisition is expected to increase Netflix's user base to 450 million, enhancing its competitive edge in the streaming market [2]. - Analysts suggest that this acquisition could lead to a "seismic shift" in the entertainment industry, with potential implications for subscription pricing and market competition [3][7]. - The deal poses a significant threat to traditional cinema operators, with concerns that it may reduce the number of films available for theatrical release and shorten the release window [6][7]. Group 3: Financial Performance - Warner Bros. is projected to generate $39.32 billion in total revenue for the fiscal year 2024, a decrease of approximately 5% year-over-year, with its studio segment revenue also declining by 5% to $11.61 billion [4]. - Netflix anticipates a revenue growth of about 16% in 2024, reaching $39 billion, with a total subscriber count of 301.6 million [5]. Group 4: Regulatory Concerns - The acquisition is expected to undergo antitrust scrutiny, with the U.S. Department of Justice likely to investigate how this merger could strengthen Netflix's dominance in the industry [8]. - Netflix's combined market share with HBO Max in the U.S. streaming market is approximately 30%, which raises regulatory concerns as mergers exceeding this threshold are presumed illegal [8]. - Netflix has stated its confidence in obtaining approval for the acquisition, arguing that it will benefit consumers and innovation [8].

Core Viewpoint - The company, Light Media, has no current plans to sell its live-action film assets and is focusing more on animation film production [2]. Group 1: Company Strategy - The company is shifting its resources towards animation films, indicating a strategic pivot in its production focus [2]. - The development direction for live-action films has been significantly adjusted, with an emphasis on blockbuster production, genre-specific development, and complete innovation [2].

Core Insights - The Saudi Film Commission has launched a state-of-the-art virtual production soundstage at JAX Film Studios in Riyadh, marking a significant advancement in the Kingdom's film production capabilities [2][4] - The facility is designed by Pixomondo and utilizes Sony's VERONA LED technology, aiming to create a world-class film production ecosystem in Saudi Arabia [2][5] Group 1: Facility Features - The new virtual production volume is fully operational and can support demanding global film and television productions [3] - JAX Film Studios includes two 1,500-square-meter soundstages, a VIP lounge, a cinema screening room, production offices, and fully equipped prep spaces, providing an all-inclusive environment for filmmakers [3] Group 2: Strategic Importance - Abdullah Al-Qahtani, CEO of the Saudi Film Commission, emphasized that the investment in virtual production infrastructure is crucial for building a competitive film industry in Saudi Arabia [4] - The collaboration with Pixomondo and Sony is expected to enhance the creative capabilities of filmmakers, positioning Riyadh as a regional hub for virtual production [5][7] Group 3: Technical Specifications - The facility features 2,720 Sony VERONA Crystal LED panels with 2.3mm pixel pitch technology, a volume of 23 meters in diameter, 27.5 meters in depth, and 10 meters in height [6] - It supports seamless integration of camera tracking, real-time rendering, and in-camera VFX workflows, enabling high-resolution, photorealistic environments suitable for major Hollywood productions [6] Group 4: Location and Ecosystem - JAX Studios is located in the JAX District of Diriyah, close to five-star hotels and King Khalid International Airport, contributing to an expanding ecosystem of creative talent and production services [7] - This strategic location reinforces Saudi Arabia's vision of becoming a global hub for filmmaking and technological innovation [7]

Group 1: Industrial Growth - The industrial added value in China increased by 6.2% year-on-year in the first three quarters of 2025, with the automotive, electrical machinery, and electronics sectors contributing nearly 40% to the overall industrial growth [1] - Since the start of the 14th Five-Year Plan, new productive forces have enhanced production efficiency, convenience in daily life, and intelligent transportation, becoming a crucial driver for stable industrial growth in China [1] Group 2: Smart Factories - Over 35,000 basic-level smart factories, more than 7,000 advanced-level factories, and over 500 excellent-level factories have been established across China, covering all 31 provinces and over 90% of major manufacturing sectors [3] - Half of the latest batch of global lighthouse factories are located in China, indicating a significant advancement in smart manufacturing capabilities [3] Group 3: Automation and Robotics - In a smart manufacturing plant in Shanxi, a steel plate can be transformed into engineering machinery in just over 8 minutes, achieving a 70% increase in efficiency [5] - A car manufacturing plant in Chongqing has over 3,000 robots on the production line, achieving 100% automation in key processes and over 1,000 AI visual inspection points to detect defects in seconds [5] - China is the world's largest producer of robots, with over 10 million units, and has recently opened the largest humanoid robot training center in Beijing [13][21] Group 4: Film Industry Innovation - The film box office in China surpassed 40 billion yuan in 2025, with new productive forces enhancing special effects through advanced filming equipment [8] - The first digital intelligent scene workshop in the country has improved filming efficiency by 55% and reduced costs for sci-fi scenes by 90% [8] Group 5: Humanoid Robot Training - The humanoid robot training center in Beijing spans 14,000 square meters, replicating real-life work environments for practical training [15] - Robots are trained in 16 specialized scenarios, achieving a success rate of over 95% in skills such as handling, inspection, and delivery [23]

Group 1 - The core viewpoint of the articles highlights the significant growth in China's industrial sector, with a reported year-on-year increase of 6.2% in industrial added value for the first three quarters of the year, driven largely by the automotive, electrical machinery, and electronics industries, which together contributed nearly 40% to the overall industrial growth [1] - Since the start of the 14th Five-Year Plan, the development of new productive forces has led to more efficient production, enhanced convenience in daily life, and smarter transportation, becoming a crucial driver for stable growth in China's industrial economy [1] Group 2 - China has established over 35,000 basic-level smart factories, more than 7,000 advanced-level smart factories, and over 500 excellent-level smart factories, covering all 31 provinces and more than 90% of major manufacturing industry categories [4] - The latest batch of global lighthouse factories includes a significant number located in China, indicating the country's leadership in smart manufacturing [4] Group 3 - In a smart manufacturing factory in Shanxi, a steel plate can be transformed into engineering machinery in just over 8 minutes, achieving a 70% increase in efficiency [5] - A car manufacturing plant in Chongqing utilizes over 3,000 robots for 100% automation of key processes and has more than 1,000 AI visual inspection points to detect defects in seconds [5] - The first domestically certified manned electric vertical take-off and landing aircraft was produced at a drone manufacturing base in Guangdong, with an annual production capacity of 600 units [5] - A satellite super factory in Zhejiang can assemble a satellite in 28 days by breaking it down into over 200 standard modules, reducing costs by 45% [5] Group 4 - The film industry in China has surpassed 40 billion yuan in box office revenue this year, benefiting from high-tech filming equipment that enhances special effects [6] - The first digital intelligent scene workshop in the country has improved filming efficiency by 55% and reduced costs for sci-fi scenes by 90% [6]

Group 1 - The core viewpoint is that new productive forces are quietly transforming cultural consumption experiences, with China's film box office surpassing 40 billion yuan this year, indicating an increase in both the quantity of films and the enhancement of special effects due to advanced technology [1] Group 2 - The Chongqing Yongchuan Technology Film Studio has pioneered a digital intelligent scene-changing workshop in the country, equipped with an industrial scene-changing platform that allows for simultaneous scene setting during filming [3] - The virtual filming setup features LED background screens that can quickly change and render high-definition images in under one second, facilitating rapid scene transitions [3] Group 3 - The ability to freely switch and modify scenes through virtual filming has resulted in a 55% increase in filming efficiency and a 90% reduction in costs for large sci-fi scenes [7]

Core Insights - The film "Assassination Novelist 2," directed by Lu Yang, marks his return to the big screen after five years, expanding the visual and narrative boundaries of Chinese cinema [1] - The film explores the relationship between the storyteller and the fictional world, emphasizing the connection between reality and fiction and its impact on character destinies [1] - The central theme of the film is about self-discovery and facing oneself, aiming to inspire audiences to find courage and strength in their own lives [1] Production and Technology - "Assassination Novelist 2" features a unique blend of the novel and reality, showcasing the interaction and collision between these worlds, which posed significant production challenges [2] - The film involved nearly 40 special effects teams and utilized three large soundstages over 5,000 square meters each, doubling the set design and construction compared to its predecessor [2] - The production employed advanced technology, transitioning from "pre-made" to "live" virtual shooting, allowing actors to interact in real-time while capturing their movements and expressions [3] Cultural Elements - The film integrates traditional Chinese cultural elements, including color schemes, clothing from the Sui and Tang dynasties, and ancient architecture, creating a fantastical world rooted in local culture [3] - The creative team drew inspiration from cultural heritage sites like Dunhuang and Dazu Rock Carvings, establishing an aesthetic foundation for the film [3] Director's Journey - Lu Yang reflects on his 15-year filmmaking career, noting that creating "Assassination Novelist" and its sequel took nine years due to the challenges of the fantasy genre [4] - He emphasizes the importance of continuous learning and adaptation to keep pace with evolving audience expectations and technological advancements [4]

Group 1 - The total cross-regional population flow in China during the National Day and Mid-Autumn Festival holiday is expected to reach 306.66 million, a year-on-year increase of 8.0% [2] - The sales revenue of key retail and catering enterprises in China increased by 3.3% year-on-year during the first four days of the holiday [2] Group 2 - The Hang Seng Technology Index rose by 13.9% in September, outperforming other major global indices [4] - Nearly 3,000 A-share listed companies were investigated by institutions in the third quarter, with over 400 institutions researching the leading company in the robotics sector, Huichuan Technology [4] - The domestic ETF market in China has reached a total scale of approximately 5.5 trillion yuan, surpassing Japan and becoming the largest ETF market in Asia [4] Group 3 - The total box office for the National Day holiday has exceeded 1.1 billion yuan, with several films backed by A-share listed companies [5] - The Chinese Geographic Information Industry Association predicts that the total output value of the national geographic information industry will reach nearly 1 trillion yuan by 2025, growing nearly 30% from the end of the 13th Five-Year Plan [5] Group 4 - Global memory chip prices have been rising, with major manufacturers like Samsung and SanDisk notifying customers of price adjustments [6] - Morgan Stanley predicts a "super cycle" for the memory chip industry driven by the AI boom [6] Group 5 - SHEIN plans to open its first physical store in France in November, marking its entry into the offline retail space [10] Group 6 - The Japanese ruling party's election resulted in the election of the first female president, who plans to address inflation and tax policies [11] - The U.S. government shutdown is expected to last at least 10 days, affecting economic data reporting [12] - The German economy ministry has revised its growth forecast for this year from 0% to 0.2% [12]