转自： 新智元（ID：AI_era） 扎克伯格的「元宇宙」执念终于向现实低头， Meta 计划削减该部门人力，将资源全面倾斜至销量意外火爆的 AI 智能眼镜。在 Reality Labs 四年烧掉 700 亿美元后，伴 随着竞争对手的退潮， Meta 决定不再死磕笨重的 VR 头显。为了打赢这场新的战役，扎克伯格甚至挖来了前苹果资深设计师，试图让可穿戴设备真正成为时尚单品。 扎克伯格宏大的「元宇宙」愿景，正式宣告大败局。 据三位知情人士透露，Meta正在酝酿对其Reality Labs（现实实验室）旗下的元宇宙相关部门进行裁员。 | Meta's Zuckerberg Plans Deep | | --- | | Cuts for Metaverse Efforts | | Meta 公司的扎克伯格计划大幅削减元宇 | | 宙项目投入 >公众号·新智元 | 这把「手术刀」最早可能在下个月落下，预计将波及该部门10%到30%的员工。 该部门主要负责VR头显以及基于VR的社交网络开发。 尽管具体的裁员人数仍在变动中，但这无疑是一个明确的信号。 需要厘清的是，Meta并没有打算彻底放弃建造元宇宙的梦想。 与其说是撤 ...

Group 1 - The central financial committee emphasizes the need to effectively manage financial risks in local small and medium financial institutions, real estate companies, and local government financing platforms, with a focus on controlling new risks and addressing existing ones [2] - The China Securities Regulatory Commission (CSRC) is set to introduce strict regulations on public fund sales, targeting long-standing issues in the industry such as prioritizing sales over service [2] - China's financial data for November shows a significant increase in RMB loans and social financing, with RMB loans increasing by 15.36 trillion yuan and social financing growing by 33.39 trillion yuan, surpassing last year's total [3] Group 2 - The People's Bank of China emphasizes maintaining stable financial markets and managing moral hazards, particularly in real estate finance [5] - The CSRC has issued a record fine to Yuce Investment for misappropriating fund assets and providing false information, highlighting the regulatory crackdown in the private equity sector [5] - The A-share market sees significant gains, particularly in nuclear power and commercial aerospace sectors, with the Shanghai Composite Index closing up 0.41% [5] Group 3 - The Hong Kong Hang Seng Index rises by 1.75%, driven by gains in technology and non-bank financial sectors, despite net selling by southbound funds [6] - The Shanghai Stock Exchange is monitoring stocks with significant volatility, indicating increased scrutiny on market activities [7] - Several companies are planning IPOs or stock issuances, including Galaxy General, which aims for a valuation of 3 to 4 billion USD [7] Group 4 - The Financial Regulatory Bureau has released a new management method for commercial bank custody businesses, emphasizing the need for banks to meet specific capabilities and prohibiting certain financial practices [9] - The market regulator is seeking opinions on compliance guidelines for the automotive industry, aiming to address pricing and promotional issues [9] - The State Administration for Market Regulation is pushing for improvements in online product sales, particularly in live commerce, to combat false advertising [9] Group 5 - The State Council has initiated measures to stabilize the real estate market, with Shandong province launching a housing "old-for-new" program to encourage home purchases [11] - The global gold ETF inflows reached 5.2 billion USD in November, marking a six-month streak of inflows and setting a record for total assets under management [20] - The domestic bond market shows signs of cooling, with yields on major bonds rising and the central bank conducting reverse repos to manage liquidity [19]

Core Viewpoint - The article discusses the performance of major U.S. stock indices, employment data, and expectations regarding the Federal Reserve's interest rate decisions, highlighting a mixed sentiment in the market as investors await key economic indicators [3][5]. Group 1: Stock Market Performance - Major U.S. stock indices were mixed, with the Dow Jones Industrial Average down 31.96 points (0.07%) to 47850.94, while the S&P 500 rose 7.40 points (0.11%) to 6857.12, and the Nasdaq Composite increased by 51.04 points (0.22%) to 23505.14 [3]. - The Russell 2000 index, representing small-cap stocks, rose 0.76% to 2531.16, reaching a new all-time high [3]. - In the tech sector, Meta's stock rose 3.43% due to plans to cut its metaverse budget by up to 30%, while Amazon's stock fell 1.41% amid partnership discussions with the U.S. Postal Service [3]. Group 2: Employment Data - Initial jobless claims fell to 191,000, the lowest since September 2022, significantly below economists' expectations of 220,000, although seasonal fluctuations due to the Thanksgiving holiday may have influenced this figure [4]. - The Chicago Fed's model estimates the unemployment rate to remain around 4.4%, indicating mixed signals in the labor market [5]. Group 3: Interest Rate Expectations - The probability of a 25 basis point rate cut by the Federal Reserve this month has risen to nearly 90%, up from about 60% last month [5]. - Market participants are not only anticipating the rate cut but are also closely watching for indications of future policy directions from Fed Chair Jerome Powell [5]. Group 4: Individual Stock Movements - Snowflake's stock dropped 11.41% due to fourth-quarter product revenue guidance falling short of high growth expectations [6]. - Hormel Foods' stock rose 3.82% as the company projected better-than-expected annual profits, while Dollar General's stock increased by 10.5% after raising its annual guidance [6]. Group 5: Commodity Prices - International oil prices increased, with light crude oil for January delivery rising by $0.72 to $59.67 per barrel (1.22% increase), and Brent crude for February delivery up by $0.59 to $63.26 per barrel (0.94% increase) [6]. - Spot gold prices slightly increased by 0.1% to $4210.49, while COMEX gold futures rose by 0.2% to settle at $4243.00 [7].

Market Overview - Major U.S. stock indices remained stable, with the S&P 500 and Nasdaq rising for three consecutive days, while the Dow Jones Industrial Average fell slightly by 31.96 points, or 0.07%, closing at 47,850.94 points [2] - The labor market showed mixed signals, with initial jobless claims dropping to a three-year low of 191,000, significantly below economists' expectations of 220,000 [4] - The Chicago Fed's model estimates the unemployment rate to remain around 4.4%, indicating a resilient labor market despite some concerns [4] Company Performance - In the technology sector, Meta's stock rose by 3.43% following news of a potential 30% budget cut for its Metaverse projects, while Amazon's stock fell by 1.41% due to ongoing discussions with the U.S. Postal Service [2] - Snowflake's stock plummeted by 11.41% as its fourth-quarter product revenue guidance fell short of high growth expectations [6] - Hormel Foods saw a stock increase of 3.82% as the company projected better-than-expected annual profits, while Dollar General's stock surged by 10.5% after raising its annual guidance [7] Commodity Performance - International oil prices increased, with light crude oil for January delivery rising by $0.72 to $59.67 per barrel, a 1.22% increase, and Brent crude for February delivery up by $0.59 to $63.26, a 0.94% increase [7] - Spot gold prices slightly rose by 0.1% to $4,210.49, while COMEX gold futures increased by 0.2%, settling at $4,243.00 [7]

Core Insights - The article discusses the implementation of the State Council's opinions on accelerating the cultivation and large-scale application of new scenarios across 22 key areas, emphasizing the connection between technology and industry [2][3]. Group 1: Digital Economy - The digital economy sector will explore applications of technologies such as the metaverse, virtual reality, intelligent computing power, and robotics in various fields including office, social, consumption, and entertainment [3]. Group 2: Artificial Intelligence - The focus will be on strengthening core technology breakthroughs and promoting high-value application scenarios in the artificial intelligence sector [3]. Group 3: Unmanned Systems - Expansion of unmanned systems applications will cover industrial production, urban planning, comprehensive transportation, public services, safety protection, and agricultural production [4]. Group 4: Biotechnology - The biotechnology sector will prioritize the development of application scenarios for bio-based materials, low-carbon transformation of bioenergy, and green preparation of natural products [5]. Group 5: Clean Energy - Innovations in clean energy will include digital and intelligent management of energy production, smart grids, green electricity supply, virtual power plants, and vehicle-to-grid interactions [5]. Group 6: Marine Development - The marine development sector will promote applications in deep-sea exploration, deep-sea mining, offshore aquaculture, marine engineering equipment, marine electronic information, and marine biomedicine [6]. Group 7: Manufacturing - The manufacturing sector will encourage localities and enterprises to cultivate application scenarios in industrial design, pilot testing, and inspection services [6]. Group 8: Transportation - Innovations in transportation will focus on smart traffic management, vehicle networking, and intelligent scheduling to optimize urban traffic structures and expand international air cargo transfer applications [7]. Group 9: Smart Logistics - The smart logistics sector will explore new logistics models that integrate new technologies and business formats, including smart intermodal transport [7]. Group 10: Modern Agriculture - Innovations in modern agriculture will encompass application scenarios across the entire industry chain, including seed breeding, farming, and food processing [8]. Group 11: Emergency Rescue - The emergency rescue sector will focus on digital scenarios, enhancing intelligent perception, unmanned rescue, and aerial rescue technologies and equipment [8]. Group 12: Mining Safety - The mining safety sector will develop intelligent application scenarios for real-time condition perception, process visibility, risk assessment, and resource allocation [9]. Group 13: Smart Water Conservancy - The smart water conservancy sector will promote integrated monitoring and management scenarios for water engineering construction and river inspection [9]. Group 14: Construction Safety - The construction safety sector will focus on creating smart construction sites and dynamic digital models for construction processes [9]. Group 15: Forestry and Grassland - The forestry and grassland sector will introduce application scenarios for monitoring, ecological governance, and disaster prevention [9]. Group 16: Government Services - The government services sector will explore innovative public service scenarios for various employment groups, including recent graduates and migrant workers [10]. Group 17: Smart Cities - The smart city sector will innovate scenarios for comprehensive digital transformation and open key application areas [10]. Group 18: Rural Development - The rural development sector will open scenarios for harmonious and digital rural construction [10]. Group 19: Healthcare - The healthcare sector will innovate application scenarios for health consultations, diagnostic guidance, remote medical services, and medication review [11]. Group 20: Elderly Care - Innovations in elderly care will include service robots, smart wearable devices, remote service systems, and online family doctor services [11]. Group 21: Culture and Tourism - The culture and tourism sector will enhance digital performances, digital art, and immersive experiences, integrating various applications for smart tourism [11]. Group 22: Cross-Industry Consumption - The cross-industry consumption sector will strengthen the integration of commerce, culture, tourism, sports, health, and transportation, fostering applications of technologies like the internet, 5G, and virtual reality [12].

Core Insights - The article discusses the implementation of new opportunities in 22 key areas as outlined by the State Council's recent policy on accelerating scene cultivation and large-scale application of new scenarios [2]. Group 1: New Opportunities in Various Fields - The focus is on exploring application scenarios in areas such as the metaverse, virtual reality, intelligent computing, and robotics within office, social, consumption, and entertainment sectors [4]. - In the artificial intelligence sector, there is an emphasis on strengthening core technology development and promoting high-value application scenarios [4]. - The development of all-space unmanned systems is highlighted, with applications in industrial production, urban planning, public services, and agriculture [4][5]. Group 2: Energy and Marine Development - The clean energy sector is set to innovate in digital and intelligent energy production management, smart grids, and virtual power plants [5]. - Marine development will focus on deep-sea exploration, marine engineering equipment, and marine biomedicine [5]. Group 3: Industrial and Transportation Innovations - The manufacturing sector is encouraged to cultivate application scenarios in industrial design and testing services [6]. - Innovations in transportation include smart traffic management and international air cargo transfer applications [6]. Group 4: Safety and Emergency Response - The emergency rescue system will enhance digital scenarios with intelligent sensing and unmanned rescue technologies [7]. - The mining safety sector aims to develop intelligent applications for real-time condition monitoring and risk prevention [7]. Group 5: Urban and Rural Development - The smart city initiative will focus on comprehensive digital transformation and the opening of key application scenarios [8]. - In rural construction, there will be efforts to improve ecological monitoring and disaster prevention [8]. Group 6: Healthcare and Social Services - The healthcare sector will innovate in remote medical services and health consultations [9]. - In elder care and childcare, there will be advancements in service robots and online healthcare systems [9]. Group 7: Cultural and Consumer Integration - The cultural and tourism sectors will enhance digital experiences and smart management of visitor flows [10]. - Cross-industry consumer integration will focus on merging commerce, culture, and technology, including 5G and virtual reality applications [10].

尽管大多数未来产业仍处于起步或孵化阶段，但通过制度创新、场景牵引和政策赋能，北京正在加速引领新一轮 科技革命，为城市发展注入战略动能。 延庆区 密云区 怀柔区 a 昌平区 一平谷区 顺义区 海淀区 东城区 漫州区 门头沟区 石墨山区 朝阳区 西城区 r 丰台区 房山区® 8 大兴区 ED HK 先进智造产业带 地图来源:北京市规划和自然资源管理会、 北京市民政局 审图号:京S(2024)032号 北京未来产业先导区: 海淀区:以未来信息为主赛道,未来制造和未来空间为副赛道 昌平区:以未来健康为主赛道,未来制造和未来能源为副赛道 通用人工智能 第六代移动通信(6G) 海淀区 未来信息 元宇宙 量子信息 朝阳区 光电子 …… 石景山区 基因技术 细胞治疗与再生医学 未来健康 脑科学与脑机接口 通州区 合成生物 …… 类人机器人 经开区 未来制造 智慧出行 …… 昌平区 氢能 新型储能 未来能源 碳捕集封存利用 …… 大兴区 石墨烯材料 平谷区 : | 超导材料 密云区 未来材料 超宽禁带半导体材料 房山区 新一代生物医用材料 …… 顺义区 商业航天 未来空间 怀柔区 卫星网络 …… 延庆区 丰台区 数据来源: 2 ...

Core Viewpoint - The State Council's implementation opinion aims to accelerate the cultivation and large-scale application of new scenarios, emphasizing the integration of technology and industry to promote economic and social high-quality development [1][3]. Summary by Relevant Sections Overall Requirements - The opinion emphasizes innovation-driven, reform-promotion, and systematic advancement, leveraging China's vast market and diverse application scenarios to support the construction of major comprehensive scenarios and high-value niche scenarios [8]. Economic and Social Application Scenarios - Focus on creating new application scenarios in digital economy, artificial intelligence, unmanned systems, and biotechnology, with specific emphasis on integrating these technologies into various industries [9][10]. New Industry Application Scenarios - In manufacturing, the focus is on smart and green manufacturing, while in transportation, the emphasis is on intelligent traffic management and logistics [11][12]. Industry-Specific Application Scenarios - Emergency management, mining safety, and smart water management are highlighted as key areas for developing innovative application scenarios [13][14]. Social Governance and Public Services - The opinion promotes the development of smart governance services, including intelligent appointment systems and digital social security, to enhance public service efficiency [15][16]. Enhancing Application Scenario Support - The document outlines the need for policy support and management systems to ensure the effective implementation of new application scenarios, emphasizing collaboration among various sectors [20][21].

Core Viewpoint - The State Council's recent implementation opinion emphasizes the importance of cultivating and opening new application scenarios to promote large-scale application of new technologies and products, serving as a bridge between technology and industry, and facilitating the integration of technological and industrial innovation [1][3][4]. Group 1: Overall Requirements - The opinion is guided by Xi Jinping's thoughts and aims to fully leverage China's vast market and rich application scenarios to support the construction of various types of application scenarios, thereby promoting high-quality economic and social development [4][5]. Group 2: Key Areas of Focus - The opinion identifies five key areas for developing application scenarios: new fields and tracks, new business formats for industrial transformation, industry-specific application scenarios, comprehensive social governance services, and enriching livelihood application scenarios [2][5]. Group 3: Specific Application Scenarios - In the digital economy, the focus is on data analysis, virtual reality, and AI applications to enhance the integration of the digital and real economies [5][6]. - The manufacturing sector is encouraged to innovate in smart and green manufacturing, supporting the development of flexible production lines and smart factories [8][9]. - In the healthcare sector, the integration of new technologies like big data and IoT is promoted to enhance medical services and remote healthcare [13]. Group 4: Scene Opening and Resource Allocation - The opinion stresses the need for fair and efficient allocation of scene resources, encouraging collaboration across regions and industries to enhance the overall effectiveness of application scenarios [14][15]. - It also highlights the importance of establishing a supportive policy environment and management systems to ensure the safe and orderly development of these application scenarios [16][17]. Group 5: Implementation and Coordination - Local governments and relevant departments are tasked with strengthening coordination and cooperation to effectively implement the opinion, with a focus on practical execution and demonstration by government agencies and state-owned enterprises [18].

Core Viewpoint - The article discusses the implementation opinions issued by the State Council on accelerating the cultivation and opening of new application scenarios, emphasizing the importance of integrating technology and industry to promote large-scale commercialization of new technologies and products [2][3]. Overall Requirements - The initiative is guided by Xi Jinping's thoughts and aims to leverage China's vast market and diverse application scenarios to support the construction of various types of application scenarios, ultimately fostering high-quality economic and social development [3]. Accelerating the Cultivation and Expansion of Application Scenarios New Fields and New Tracks - The digital economy will focus on data innovation and explore applications of technologies like the metaverse and AI in various sectors [4]. - In artificial intelligence, there will be an emphasis on core technology breakthroughs and the cultivation of high-value application scenarios [4]. - The initiative promotes the development of unmanned systems across land, sea, and air, encouraging applications in logistics, public services, and agriculture [4]. - Biotech applications will be expanded in materials, energy, and environmental sectors, creating an ecosystem for biotech industry integration [4]. New Business Application Scenarios for Industrial Upgrading - The manufacturing sector will focus on smart and green manufacturing, supporting the development of intelligent factories and zero-carbon parks [6]. - Transportation will innovate in smart traffic management and optimize urban transport structures [6]. - The logistics sector will develop smart logistics hubs and explore new models combining technology and logistics [6]. Industry-Specific Application Scenarios - Emergency management will enhance digital capabilities in disaster response and monitoring [7]. - Mining safety will integrate advanced technologies for improved safety and automation [7]. - Water management will focus on integrated monitoring and intelligent management of water resources [7]. Innovative Social Governance Application Scenarios - Smart governance will enhance public services through intelligent systems for appointment, identity verification, and regulatory oversight [8]. - Smart city initiatives will promote digital transformation across urban infrastructure and services [8]. - Rural development will focus on digital applications to improve governance and service standards [8]. Enriching Livelihood Application Scenarios - Healthcare will integrate new technologies for improved medical services and remote healthcare [9]. - Elderly care and childcare will leverage smart devices and remote services to enhance support [9]. - The cultural and tourism sectors will adopt digital technologies to create immersive experiences [9]. Promoting Scenario Opening and Efficient Resource Allocation - The initiative emphasizes the need for comprehensive scenario opening and cross-regional collaboration to enhance industrial upgrades [10]. - It aims to ensure fair and efficient allocation of scenario resources, promoting participation from various stakeholders [10]. Enhancing Application Scenario Support Capabilities - Policies will be coordinated to support innovation in new fields and ensure effective government procurement [12]. - Management systems will be improved to balance flexibility and regulation in scenario development [12]. Strengthening Organizational Implementation - Local governments and relevant departments are urged to enhance collaboration and effectively implement the initiative [14].