1.【字节跳动旗下海外AI助手Dola日活破千万】12月31日，从知情人士处获悉，字节跳动旗下面向 海外市场的AI助手应用Dola日活跃用户数已突破千万。该产品主打对话问答、写作翻译与图像能力， 在Google Play 的应用介绍中，其定位为写作、思考与创作的一站式助手。(界面新闻) 2.【智谱参与马来西亚主权AI建设】12月31日，智谱主权AI合作发布新进展，马来西亚国家级MaaS 平台、马来西亚国家主权AI人才培养实验室Z·UM AI Lab落地并运行。其中，马来西亚国家级MaaS 平台基于智谱Z.ai的开源基础模型构建，并针对马来西亚的多语言环境（马来语、英语、汉语）及本 地文化进行了优化，并保持以主权为核心的数据安全架构以及国家级AI平台的自主性，赋能政府、企 业、科研工作和学生教育等场景。（科创板日报） 3.【商汤日日新V6.5在视觉推理维度总分位列国内第一】近日，权威大模型评测基准SuperCLUE发 布《中文多模态视觉语言模型测评基准12月报告》，商汤(00020.HK)日日新V6.5以75.35的总分位 列国内第一，斩获金牌，并在视觉推理维度上拿下国内最高分。（商汤科技） 4.【 源Yuan ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI technology, particularly in computing power, algorithms, and applications, indicating a robust growth trajectory for the industry [12][60] - Domestic manufacturers are progressively enhancing their chip performance from inference to training, emphasizing ecosystem support and application scenarios [13][60] - The report highlights the emergence of quantum computing as a disruptive innovation in the computing power industry, with potential for exponential growth in computational capabilities [38][39] Summary by Sections 1. Industry Overview - The WAIC 2025 featured over 800 companies and more than 3000 cutting-edge exhibits, marking the largest scale in its history [12] - The conference focused on AI technology frontiers, industry trends, and global governance practices [12] 2. Computing Power - Domestic chip manufacturers are evolving from inference-focused AI chips to high-performance training chips, showcasing various industry applications [13] - The report notes the importance of supernodes, integrated machines, and liquid cooling solutions as key trends in the future of domestic AI computing power [18][19] 3. Algorithms - The evolution of large models is highlighted, with a shift towards multi-modal capabilities and the integration of deep reasoning and thinking abilities [43][44] - The report emphasizes the growing importance of AI agents and physical AI, which aim to enable intelligent agents to understand and interact with the real world [43][44] 4. Applications - The report identifies a flourishing landscape for both B2B and B2C AI applications, with significant advancements in areas such as AI glasses, smart driving, and robotics [60] - C-end applications focus on AIGC and productivity tools, while B-end applications emphasize cost reduction and efficiency improvements across various sectors [60][61] 5. Quantum Computing - Quantum computing is positioned as a critical future technology, with companies showcasing solutions that leverage quantum mechanics for superior computational capabilities [38][39]