如果您希望可以时常见面，欢迎标星收藏哦~ 日 本 计划在 2026 财 年 大 幅 增 加 产业政策支出，经济产业省（METI ） 计 划 将 其 整 体 拨 款 增 加 约 50%，达到约3.07万亿日元。其中最引人注目的变化是半导体和人工智能领域的拨款大幅增加：约 1.23万亿日元，几乎是之前的四倍。此次经济产业省预算增长是东京方面为确保前沿技术获得更稳 定、更"基础"的资金支持而采取的举措之一，旨在减少对一次性补充拨款的依赖。 据《台北时报》报道，在1.23万亿日元的预算中，日本厚生劳动省将拨出1500亿日元用于Rapidus 项目，这是日本政府大力推进先进逻辑制造的计划；另有3873亿日元用于国内人工智能发展，包 括基础模型、数据基础设施以及利用软件控制机器人和工业机械的"物理人工智能"应用。该计划还 预留50亿日元用于保障关键矿产资源（包括稀土），以及1220亿日元用于脱碳措施，包括与下一 代核电相关的项目。 该部门的扩充计划是政府一项更宏大计划的一部分，该计划被定位为增长政策和战略韧性战略。据 路透社报道，日本内阁已批准一项创纪录的财政年度国家计划，该计划将于4月开始实施，目前已 提交国会进行辩论 ...

Group 1 - The core focus of the autumn campus recruitment by tech giants is on AI talent, with Alibaba leading by offering over 7,000 positions for the 2026 graduates [1] - Tencent has also initiated its recruitment, emphasizing software development and technology research roles, particularly in the AI sector [3] - The proportion of AI-related positions has significantly increased, with Alibaba's AI roles accounting for over 60% and Meituan's technical positions making up one-third of their total recruitment [1][3] Group 2 - As of July 2025, 41.07% of employees in leading AI companies are actively seeking new opportunities, a figure much higher than the 14.65% in the broader internet industry [4] - Over 1,000 AI companies have posted job openings on the platform, indicating a competitive talent market [4] - Companies are shifting their hiring criteria to prioritize learning potential and cross-disciplinary thinking over just technical skills [4] Group 3 - To adapt to the increasing preference for stable job options among graduates, companies are enhancing their talent retention strategies [5] - 37.6% of companies are raising starting salaries for fresh graduates, and nearly 80% are offering specialized training programs [5] - Alibaba's "Ali Star" program has attracted over 200 top young talents, producing more than 3,000 research outcomes [5] Group 4 - The AI era is reshaping career development, with new trends emerging such as liberal arts graduates receiving offers from major companies [6] - Universities are increasingly offering technical training courses to bridge the gap between graduates and industry needs [6] - A new course on embodied robotics has been launched, covering the entire process from theoretical teaching to practical deployment [6]

Core Insights - The richness of application ecosystems is becoming a key way for large model vendors to showcase their capabilities, with domestic foundational models rapidly penetrating various scenarios [1] - The head effect of foundational models is becoming more pronounced as the "hundred model battle" shrinks, with DeepSeek, Tongyi, and Tencent's Hongyuan ranking among the top ten globally according to the Chatbot Arena [1] - Foundational models are evolving into a new digital infrastructure that can spawn numerous applications, shifting the competitive landscape from individual companies to ecosystem battles [1][2] Industry Analysis - The ability of a large model platform to attract more developers and build a vibrant application ecosystem may lead to a "winner-takes-all" scenario, raising new challenges for antitrust authorities regarding market definitions [2] - Regulatory frameworks should be cautiously defined to balance intervention and market incentives, allowing private enterprises maximum innovation space in digital infrastructure, as long as national information security and fairness for individuals and small businesses are not compromised [2] - Although the ecosystem of foundational models is expanding rapidly, the impact of AI on macro productivity may take time to manifest, reflecting the classic Solow paradox where technological advancements do not immediately translate into productivity gains [3] - AI agents are emerging as a popular application direction for large models, with predictions that 20%-30% of office tasks could be automated, potentially reallocating labor to new technology-driven fields [3]