Core Viewpoint - The article discusses the emergence of a new AI 3D product, hyper3D's Rodin Gen-2, which allows users to edit 3D models using voice commands, marking a significant advancement in 3D modeling technology [7][8]. Group 1: Product Features - Hyper3D's Rodin Gen-2 is the first AI 3D product that enables voice-based editing of 3D models, allowing users to upload any third-party models for modification [8][9]. - The product offers a unique feature for local editing, enabling users to make incremental changes to existing models rather than generating new ones from scratch [42]. - Users can interact with the model through a visually engaging interface, selecting areas for modification and choosing from options like adding, removing, or altering parts of the model [29][31]. Group 2: Use Cases and Advantages - The ability to make precise, localized edits is crucial in professional settings such as gaming and film, where models undergo numerous iterations without altering the underlying structure [44]. - In e-commerce, the need for exact modifications, such as changing logos or colors, is emphasized, as any broad changes can disrupt the integrity of the 3D asset [45]. - The article highlights the importance of maintaining consistency in 3D assets, as any loss of information during model transformation can lead to significant production issues [41]. Group 3: Personal Experience and Applications - The author shares personal experiences with 3D printing and the creative possibilities enabled by AI-driven 3D modeling, showcasing a model created using the new technology [52]. - The integration of AI in 3D modeling and printing is seen as a fun and innovative development, with potential for various creative applications [54]. - The article concludes with a vision of a future where voice commands drive creative processes, emphasizing the growing power of language in technology [57].

Recent Key Events - The Federal Reserve announced a 25 basis point interest rate cut, lowering the target range to 3.50%-3.75%, with expectations for further cuts in 2026 and 2027 [1][9] - Japan's central bank raised its policy rate from 0.5% to 0.75%, the highest in 30 years, indicating a move towards achieving a 2% inflation target [1][9] Smart Driving Catalysts - On December 15, the Ministry of Industry and Information Technology approved two L3 autonomous driving models, Changan Deep Blue SL03 and BAIC Alpha S, for trial operations [2][10] - Tesla tested a Robotaxi service in Austin without a safety driver, marking a significant milestone in autonomous driving [2][10] - Waymo is reportedly in talks to raise over $15 billion, with a valuation nearing $100 billion [2][10] Consumer Goods Replacement Policy - The National Development and Reform Commission announced a large-scale equipment update and consumer goods replacement policy for 2026, including subsidies for electric and fuel vehicles, as well as various household appliances [3][11] Current Investment Recommendations - **Beike-W (2423.HK)**: Positioned as a restructuring force in the brokerage service industry, with significant growth potential in the existing real estate market [4][25] - **China Qinfa (0866.HK)**: Benefits from improved coal quality and expected price recovery, with significant growth opportunities [4][28] - **Alibaba-W (9988.HK)**: Steady model iteration and sustained interest in the Qianwen APP, with strong growth in e-commerce and cloud services [4][32] - **Tencent Holdings (0700.HK)**: Launching a mini-program growth plan to support developers in creating AI applications, with strong revenue growth [4][36] - **Kuaishou (1024.HK)**: Recent product launches received positive market feedback, with strong revenue growth driven by e-commerce [4][40] - **Google-A (GOOGL.O)**: Leading capabilities in AI models with continued penetration in edge applications, strong revenue growth in cloud services [4][44] - **Chipsun Technology (1478.HK)**: Expanding optical scenarios and building integrated capabilities, with significant revenue growth [4][49] - **Hesai (HSAI.O)**: Positive shipment growth in lidar products, indicating a strong long-term outlook [4][52]