格隆汇12月22日线上举办"科技赋能·资本破局"分享会。备受瞩目的卓越公司评选榜单隆重揭晓。其 中，格隆汇"金格奖"年度卓越公司评选中，创新奇智(02121.HK)荣获"年度卓越人工智能应用企业"奖 项。 "年度卓越人工智能应用企业"奖旨在表彰在人工智能领域实现技术突破、指引未来发展路径的领先公 司。入选企业覆盖多个重点领域，如工业制造、智慧医疗等，它们将人工智能技术应用到新的或现有场 景中，创造出显著的商业价值。本次评选通过定量数据分析和专家评审团等方式得出最终结果。 ...

Palantir(PLTR.US)涨2.2%，报185.84美元。消息面上，美国海军与Palantir合作，计划批准最高4.48亿美 元用于人工智能技术应用，旨在实现造船供应链现代化并加速船舶制造进程。(格隆汇) ...

制图：史明磊（元宝AI生成） 人工智能行业一路高歌猛进，吸引巨额投资，相关公司估值屡创新高。与此同时，业界对其是否存在泡 沫的担忧挥之不去。11月30日下午，在2025年"读懂中国"国际会议(广州)上，多位嘉宾谈及此话题。有 嘉宾提出，中国提出的"人工智能+"行动思路是破解泡沫担忧的根本办法。 强调人工智能与实体经济融合 人工智能行业是否存在泡沫，是该领域的主要争论之一。第十四届全国政协委员、人口资源环境委员会 委员，工业和信息化部原副部长王江平指出，"泡沫论"的声音认为，当前AI投资呈现"集中度高、风险 特殊、瓶颈凸显"三大特征。具体表现在：发生在AI领域的投资规模过高和集中，95%企业的AI投入未 能产生实际回报等。 第十四届全国政协委员、教科卫体委员会委员，科技部原副部长李萌在主旨报告中也提到了"AI泡沫"。 他以互联网为例分享道，互联网行业初期缺乏"内容产业"，也伴随泡沫担忧，但后期催生和繁荣了移动 支付、电商、物流、外卖、工业互联网、智能网联汽车、智能电网、共享单车等欣欣向荣的新产业新经 济。 "中国的思路是破解泡沫担忧的根本办法。"李萌分享道，正因为吸取了互联网泡沫的教训，我国在鼓励 发展人工智能 ...

Core Insights - The artificial intelligence (AI) industry is experiencing rapid growth, attracting significant investment and achieving record-high valuations, while concerns about a potential bubble persist [1] - The "AI+" initiative proposed by China is viewed as a fundamental solution to address bubble concerns in the AI sector [1] Group 1: AI Industry Bubble Concerns - The debate over whether the AI industry is in a bubble is a major topic, with high investment concentration, unique risks, and prominent bottlenecks identified as key characteristics [2] - A significant portion of AI investments, specifically 95% of enterprises, have not yielded actual returns, raising concerns about the sustainability of current investment levels [2] Group 2: Integration with the Real Economy - The former Vice Minister of the Ministry of Industry and Information Technology, Wang Jiangping, emphasized the importance of integrating AI with the real economy to mitigate bubble fears [4] - The concept of "embodied intelligence" is highlighted as a critical future industry, representing a deep integration of AI with the physical world, which could enhance manufacturing levels and open new growth avenues [6] Group 3: Educational Initiatives in AI - Guangdong province has established a robust AI industry with a core scale exceeding 220 billion, featuring a complete industrial chain and numerous leading companies [7] - The province has initiated educational reforms, with 117 vocational schools offering AI-related programs, aiming to cultivate high-skilled talent aligned with the intelligent industry ecosystem [9]

Core Points - Shanghai Municipal Education Commission announced the addition of 40 vocational education programs under the integrated training model by 2026 [1] - The programs will be jointly offered by various vocational schools and higher education institutions [1] Group 1: New Programs - The new programs include Artificial Intelligence Technology Application, HVAC Engineering Technology, and Smart Health Care Management among others [3][4] - The management of student enrollment and fee standards will follow the respective regulations for vocational and higher education [1] Group 2: Institutions Involved - Shanghai Information Technology School and Shanghai Urban Construction Vocational College are among the institutions involved in the new programs [3] - Other participating institutions include Shanghai Publishing and Printing College, Shanghai Electronic Information Vocational Technology College, and Shanghai Agricultural and Forestry Vocational College [3][4] Group 3: Program Structure - The first three years of the programs will be managed according to vocational school regulations, while the higher education phase will follow the regulations of the respective colleges [1]

Core Points - The "14th Five-Year Plan" has achieved significant accomplishments despite complex international and domestic challenges, laying a solid foundation for the "15th Five-Year Plan" [6][7] - The "15th Five-Year Plan" emphasizes high-quality development, innovation, and the establishment of a modern industrial system, focusing on intelligent and green upgrades of traditional industries and the growth of strategic emerging industries [1][18] - The plan aims to expand domestic demand and build a strong domestic market, with a focus on boosting consumption and effective investment [1][26] Group 1 - The "15th Five-Year Plan" is a critical period for achieving socialist modernization, requiring efforts to consolidate advantages and overcome bottlenecks [7][8] - The plan highlights the importance of a modern industrial system as the material and technical foundation for Chinese-style modernization, emphasizing the need for intelligent, green, and integrated development [18] - The plan outlines the necessity of enhancing the national innovation system and improving self-reliance in technology to drive new quality productivity [22][23] Group 2 - The plan stresses the importance of expanding domestic demand as a strategic foundation for building a new development pattern, focusing on consumer spending and effective investment [26][27] - It emphasizes the need for a high-level socialist market economy system to ensure sustainable high-quality development [29] - The plan includes measures to enhance the quality of life for citizens, improve income distribution, and strengthen social security systems [2][10] Group 3 - The plan aims to promote green development and national security, with specific targets for carbon peak and the establishment of a new energy system [2][17] - It outlines the importance of regional coordinated development and optimizing the economic layout to enhance overall national competitiveness [41][42] - The plan includes initiatives to foster cultural innovation and development, enhancing the influence of Chinese culture globally [45][47]

Core Insights - Volkswagen plans to invest up to €1 billion by 2030 to expand the application of artificial intelligence technology [1] - The investment will focus on three main areas: AI-assisted vehicle development, industrial applications, and high-performance IT infrastructure expansion [1] - Volkswagen anticipates that the use of AI technology will generate up to €4 billion in efficiency gains and cost optimization benefits by 2035 [1]

Core Insights - Volkswagen plans to invest up to €1 billion by 2030 to expand the application of artificial intelligence technology [1] - The investment will focus on three main areas: AI-assisted vehicle development, industrial applications, and high-performance IT infrastructure expansion [1] - Volkswagen anticipates that the use of AI technology will generate up to €4 billion in efficiency gains and cost optimization benefits by 2035 [1]

图为活动现场 政策监管温度，企业"体感"如何？经营AI革命：是中小微的"解药"还是"毒药"？…… "赋能中小微企业摆脱困境，共建企服新生态"研讨会在南京举行，来自政府部门、行业协会、企业界的受邀嘉宾齐聚一堂，通过深度对话、专题研讨、资 源精准对接等多种形式，凝聚共识、汇聚力量，为中小微企业破解发展难题、激发内生动力注入新动能。 图为活动现场 聚焦"痛点"搭建交流平台 本次企服节秉持 "合作打破孤岛，重构生态接口；分享沉淀智慧，化解转型焦虑；共赢驱动生态，激活长效动能" 的理念，聚焦中小微企业发展中的痛点 堵点。 研讨会上，嘉宾们围绕 "政策监管温度与企业实际体感""合作接口的构建与开放" 等核心议题展开热烈讨论，并在思想碰撞中形成诸多具有实践指导意义 的共识：在复杂多变的市场环境中，实现逆势增长的关键在于坚持差异化发展路径与韧性经营策略；人工智能技术应用必须坚守实用导向，坚决摒弃 "技 术迷信"，让技术真正服务于企业提质增效；政策落地应构建 "企业 — 协会 — 政府" 三级畅通沟通机制，确保惠企政策精准触达、高效落实；合作生态的 打造需着力构建 "线上 + 线下" 双渠道协作网络，促进资源要素高效流动。 南 ...

央广网深圳6月24日消息（记者 常迪 荣冀晴）我国首部专门关于民营经济发展的基础性法律《中华人民共和国民营经济促进 法》自5月20日起施行，该法从公平竞争、投融资促进、科技创新等多个维度精准发力，既保障民营经济组织平等参与市场 竞争、合法权益不受侵害，又引导企业规范经营、履行社会责任。对此，记者采访了深圳市发展和改革委员会及深圳多家民 营企业负责人，了解他们对该法出台后的看法与期待。 政策保障 助力民营企业稳健发展 民营经济一直是深圳的一张"靓丽名片"，贡献了全市约40%的固定资产投资、50%以上的税收、近60%的增加值、70%以上 的进出口额、90%以上的就业、90%以上的商事主体。 "为了进一步巩固和提升深圳民营经济的发展态势，深圳市发展改革委认真贯彻落实《民营经济促进法》，结合深圳实际， 扎实做好法律贯彻实施工作，统筹推进全市民营经济发展。"深圳市发展改革委相关负责人表示，在加强立法精神和重点内 容的宣传解读的基础上，深圳市着力从制度层面为民营企业提供根本保障；严格执行全国统一大市场和公平竞争审查规定， 规范公共资源交易活动；推出"提振消费"39条工作措施，助力民营经济组织解决拖欠企业账款问题、积极搭建 ...