周末看到一个好玩的东西。 3D领域的NanoBanana也来了。 中间有一句比较重要的功能，是我觉得非常有意思的： 可以通过提示进行局部编辑。 玩过NanoBanana的肯定很熟了。 用嘴来修改一切，真的变成了一个是未来必然的趋势。 图片领域有Nano Banana、视频领域有可灵o1，现在3D领域，hyper3D带着他们的Rodin Gen-2也来了。 这现在应该是第一个也是唯一一个，能用嘴编辑3D模型的AI3D产品。 而且是你能上传任意的三方模型上去，进行修改和编辑。 算了补全了一块有意思的拼图。 还是蛮有意思的。 放下他们的视频。 真的，2019年我在学C4D学Blender，在那kuku的手拉box在那渲染模型的时候，真的没想过这么一天。 原来动动嘴，就可以改模型了啊... 网址在此： https://hyper3d.ai/ 进来以后，有两个卡片，一个是图生3D模型。 而这个功能，才是我觉得，最牛逼的。 你完全可以对任意的三方模型，进行二创。 比如我随手可以去 sketchfab上下载一个很爆的模型扔到了Blender里，它长这样。 另一个就是直接上传任意一个obj、fbx之类的3D模型，就可以直接进 ...

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]