21世纪经济报道记者冉黎黎 北京报道 1月7日，中国互联网协会在北京召开2026（第十六届）中国互联网产业年会。 工业和信息化部信息通信管理局副局长谌凯在会上表示，建议推动智能终端"万物智联"，培育智能产品生态，大力发展智能网 联汽车、人工智能手机和电脑等新一代智能终端，探索推进智能体互联网建设，打造一体化全场景覆盖的智能交互环境。 谌凯表示，互联网是现代化建设全局中的基础性、先导性、战略性行业，要适应形势变化，把握战略重点，抢抓人工智能发展 浪潮。 会上，裴玮发布了"2025年影响中国互联网行业发展的十件大事"。其中提到，2025年，国产智能体产品形态逐步丰富完善，赋 能多领域精准破局。在通用智能体方面，面向网质交互、信息挖掘等通用任务，通用智能体产品可以获得比单一模型更好的性 能表现；在专用智能体方面，专用智能体通过强化专业适配能力，在工业制造、财务金融、医疗健康等领域实现落地应用；在 智能体平台方面，头部AI企业纷纷推出智能体开发平台，有效降低智能体研发和应用门槛。此外，"智能体互联网"在架构、关 键技术等方面逐渐明晰。 三是深入实施"人工智能+"行动，深化人工智能与工业互联网的融合应用，培育覆盖更广、 ...

本报驻美国特约记者 吴 倩 本报记者 王 冬 杨沙沙 在展会正式开幕前，全球AI芯片制造领域的两大巨头英伟达与超威半导体便上演隔空对话。英伟达首 席执行官黄仁勋在首先开启的演讲中介绍英伟达解决方案如何驱动汽车、游戏、内容创作与机器人技术 领域的创新发展，他还宣布，英伟达的下一代AI超算芯片平台Vera Rubin已全面投产，并计划于今年晚 些时候开始向客户交付。超威半导体首席执行官苏姿丰紧随其后开启演讲，同时发布多款AI处理器。 当地时间6日至9日，被称作"科技界春晚"的美国拉斯维加斯消费电子展（CES）在行业的火热关注下拉 开帷幕。作为全球最大消费技术产业盛会之一，2026年的CES展在开幕前便已拥有超高话题度，尤其是 在经历了2025年人工智能（AI）技术的飞速发展后，业内普遍表示AI将再次主导CES展会。但不同的 是，今年展会上呈现的AI落地应用以及对不同行业的重塑趋势成为媒体更期待听到的AI"新故事"。 "以人为本"的AI应用 在回答今年CES有哪些主题时，展会主办方美国消费者技术协会执行主席兼CEO夏皮罗直言："很明显 是'以人为本'的AI应用。""欧洲新闻台"网站援引科技分析师佩斯卡托雷的话报道称 ...

【环球时报驻美国特约记者 吴倩 环球时报记者 王冬 杨沙沙】当地时间6日至9日，被称作"科技界春晚"的美国拉斯维加斯消费电子展（CES）在 行业的火热关注下拉开帷幕。作为全球最大消费技术产业盛会之一，2026年的CES展在开幕前便已拥有超高话题度，尤其是在经历了2025年人工 智能（AI）技术的飞速发展后，业内普遍表示AI将再次主导CES展会。但不同的是，今年展会上呈现的AI落地应用以及对不同行业的重塑趋势成 为媒体更期待听到的AI"新故事"。 来源：环球 " 以人为本 " 的 AI 应用 " 芯片大战即将到来 " 在展会正式开幕前，全球AI芯片制造领域的两大巨头英伟达与超威半导体便上演隔空对话。英伟达首席执行官黄仁勋在首先开启的演讲中介绍英 伟达解决方案如何驱动汽车、游戏、内容创作与机器人技术领域的创新发展，他还宣布，英伟达的下一代AI超算芯片平台Vera Rubin已全面投 产，并计划于今年晚些时候开始向客户交付。超威半导体首席执行官苏姿丰紧随其后开启演讲，同时发布多款AI处理器。 《日经亚洲评论》称，芯片等AI基础设施建设竞赛升温，是本届CES的一大焦点内容。除黄仁勋和苏姿丰，英特尔CEO陈立武和高通C ...

企业文化为什么重要？ 在当今快速变化的商业环境中，企业文化的作用日益凸显。首先，企业文化是企业的灵魂，它塑造了企 业的独特品牌形象，为员工提供了共同的信仰和行为准则。一个强大的企业文化能够凝聚人心、激发创 新、提升竞争力。其次，企业文化直接影响员工的工作满意度和忠诚度。那些能够尊重员工、关注员工 福祉的企业，往往能够吸引和留住优秀人才，形成良性的人才循环。第三，企业文化体现了企业的社会 责任和价值追求。一个以人为本、服务社会的企业文化，不仅能够赢得社会的认可，更能够实现企业的 可持续发展。 正因如此，《财富》杂志在评选"最受赞赏的中国公司"时，特别强调了企业对员工的善待和对社会价值 的创造。榜单中的企业，都是那些通过独特的企业文化，实现了商业成功与人文关怀完美结合的典范。 联想的企业文化实践——从"产业报国"到"人本智能" 联想集团正是这样一个典范。联想的企业文化根植于其创立之初的"产业报国"理想。自1984年成立以 来，联想始终将企业的发展与国家和社会的进步紧密相连。这种宏大的格局观，塑造了其"顾大局"的核 心价值观，即强调局部服从整体，企业服务于社会。 随着时代的发展，联想的企业文化也在不断演进。如今，它 ...

Group 1 - Artificial intelligence (AI) has become an essential element across various industries, driving significant transformations and promoting high-quality economic development [1] - The "AI+" initiative is being accelerated by multiple policy measures in China, with a focus on developing new intelligent terminals and applications [1] - By 2027, China aims to establish three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots, encouraging the development of AI-enabled products [1] Group 2 - The AI sector is projected to contribute over one hundred trillion yuan to the global economy by 2030, marking it as a key growth driver [2] - The intelligent agent market is expected to reach 3.3 trillion yuan by 2028, with China's AI terminal market sales projected to reach 1.48 trillion yuan by 2030, reflecting a compound annual growth rate of 37.33% from 2024 to 2030 [2] Group 3 - There are over 260 AI-related concept stocks in the A-share market, with 17 stocks having doubled in value this year [3] - Among AI application concept stocks, 80 have reported a net profit growth of over 20% year-on-year in the first three quarters, with 22 stocks expected to maintain a net profit growth rate exceeding 20% from 2025 to 2027 [3] - Many of the high-growth potential AI application stocks have significant upside potential, with 15 stocks showing an upside of over 20% [3] Group 4 - Wen Tai Technology has an upside potential of 62.57%, with a net profit of 1.513 billion yuan in the first three quarters, reflecting a year-on-year growth of 265.09% [4] - Yu Chip Technology has an upside potential of 56.36%, achieving a net profit of 152 million yuan, a year-on-year increase of 113.85% [4] - Yutong Optical has an upside potential of 50.79%, with a net profit of 188 million yuan, growing by 40.99% year-on-year [4]

Core Insights - HP plans to cut 4,000 to 6,000 jobs globally by the end of October 2028 to accelerate the integration of AI technology into its core business, aiming to enhance product development efficiency and customer service experience [1][3] - The company expects to save approximately $1 billion annually from this restructuring plan, although it will incur costs of about $650 million for the implementation [3] - Despite a challenging profit outlook, HP's fourth-quarter revenue reached $14.6 billion, driven by strong demand for AI PCs, which accounted for over 30% of the company's shipments [7] Company Actions - The job cuts will primarily affect departments involved in product development and customer support, as HP seeks to embed AI deeply into these areas [2][1] - This announcement follows a previous reduction of 1,000 to 2,000 employees earlier in the year as part of an ongoing restructuring effort [7] Financial Performance - HP's adjusted earnings per share for the next fiscal year are projected to be between $2.90 and $3.20, falling short of analysts' expectations of $3.33 [3] - The company attributes some of the profit compression to additional costs from U.S. trade tariffs [3] Market Context - The rising demand for AI infrastructure has led to increased prices for memory chips like DRAM and NAND, which could impact HP's profitability [7] - Other companies are also integrating AI into their workforce restructuring, indicating a broader trend in the industry [8]

Core Insights - The Chinese government aims to form three trillion-yuan-level consumption sectors and ten hundred-billion-yuan-level consumption hotspots by 2027, as part of a plan to enhance the supply-demand adaptability of consumer goods [1][2] - The initiative focuses on upgrading consumption to lead industrial upgrades, optimizing the supply structure, and achieving a dynamic balance between supply and demand [1] - By 2030, the goal is to establish a high-quality development pattern where supply and consumption interact positively, with a steady increase in consumption's contribution to economic growth [1] Group 1: Key Areas of Focus - Accelerating the application of new technologies and models, including promoting efficient manufacturing models and integrating artificial intelligence [1] - Expanding the supply of distinctive and new products, such as green products, rural consumer goods, and health products [2] - Precisely matching the needs of different demographics, including enhancing the supply of children's products, quality student supplies, and age-appropriate products [2]

Industry Goals & Targets - The plan aims to establish 3 trillion-level (万亿级) consumption areas and 10 hundred-billion-level (千亿级) consumption hotspots by 2027 [1] Technological Innovation & Application - Promotion of new tools such as generative AI and 3D digital design [1] - Encouragement of developing AI terminals including home service robots, smart appliances, AI phones, computers, toys, glasses, and brain-computer interfaces [1] - Accelerating the development of products like electronic ink screen notebooks, AI error correction notebooks, and electronic whiteboards [1] Healthcare & Wellness - Development of services such as traditional Chinese medicine healthcare and medicinal diet therapy [1] Cultural & Creative Industries - Support for enterprises to incubate local intellectual property (IP), innovate in the design of cultural and creative products and animation peripheral products, develop brand authorization, and launch a series of IP authorized products [1] - Encouraging traditional supermarkets, shopping centers, and commercial streets to design and transform to introduce "blind box stores" or collection-type trendy toys [1]

Core Viewpoint - The implementation plan issued by six departments, including the Ministry of Industry and Information Technology, aims to enhance the adaptability of supply and demand in consumer goods by integrating artificial intelligence across various sectors and processes [1] Group 1: Artificial Intelligence Integration - The plan emphasizes the promotion of artificial intelligence applications throughout the entire consumer goods industry, including the use of generative AI and 3D digital design tools [1] - It encourages the development of AI-powered consumer products such as home service robots, smart appliances, and AI-enabled devices like smartphones, computers, toys, glasses, and brain-computer interfaces [1] Group 2: Experience Centers and Services - Support is provided for the establishment of smart home experience centers, elderly-friendly product experience centers, and custom clothing experience centers to enhance multi-scenario experiences and value-added services [1] - The initiative also includes the development of digital art products based on historical classic industries and the construction of digital museums and cloud museums [1]

Market Overview - The A-share market showed strong recovery momentum after a dip, with expectations for continued rebound, although there are concerns about sustainability due to external uncertainties and insufficient trading volume [1][9][10] - The total trading volume of the two markets was 18,121 billion, with the Shanghai Composite Index closing at 3,870.02 points, up 0.87% [5] Sector Analysis - The technology growth sectors, including semiconductor chips, AI themes, and robotics, are highlighted as potential investment opportunities, alongside cyclical industries such as photovoltaics, batteries, and chemicals [2][4][9] - The gaming sector experienced significant gains, driven by advancements in AI applications, which are expected to enhance content production and industry growth [6][7] - The light communication module sector is anticipated to remain in a high prosperity cycle, supported by AI computing power and data center upgrades [6] Investment Strategy - Investors are advised to focus on stocks with performance support while avoiding high-valuation stocks lacking earnings backing, emphasizing a balanced approach to sector rotation [2][9] - The report suggests that software development will be a key application area for AI, benefiting from increased efficiency and becoming a new revenue growth driver [8]