新任腾讯CEO/总裁办公室首席AI科学家姚顺雨1月10日首次公开露面，以嘉宾身份出席清华大学北京重点实验室主办的AGI-Next前沿峰会，姚顺雨此前曾 任OpenAI研究员。他表示，在OpenAI之前，他在一个公司实习过，这是一个toB的公司，他觉得在toB公司工作过有很多收获，最大的收获是即使今天的 模型不再变好，所有的模型训练全部停止了。但是我们把这些模型部署到世界上各种各样的公司，已经能带来今天10倍或者100倍的收益，能应对GDP产 生5%-10%的影响，但是今天它对GDP的影响还不到1%。 另外他觉得教育非常重要，他观察现在人和人的差距非常大，更多时候不是说人类替代了人类工作，而是会使用这些工具的人在替代那些不会使用工具的 人，就像当年电脑出来，如果转身学习编程跟你还在持续计算尺、使用算法，差距是巨大的。今天中国能做到的最大的有意义的事情是更好的教育，教育 大家怎么更好的使用像Claude或者ChatGPT这样的产品，在国内我们可以用Kimi或者智谱这样的国产模型。 深圳最新引入的天才少年顶尖科学家 姚顺雨入职腾讯后首次公开发声！ 1月10日，在由清华大学基础模型北京市重点实验室、智谱AI发起的AG ...

以下文章来源于数字生命卡兹克 ，作者数字生命卡兹克 数字生命卡兹克 . 希望能激发你对AI的好奇。 来源丨数字生命卡兹克 （ID： Rockhazix ） 作者丨 卡兹克 昨日受邀，参加了一个非常有趣的活动，现场人真的爆满了，很多人都是从外地特意赶过来的。 这个活动，叫AGI-NEXT。 主要是几个演讲的嘉宾，过于重磅了。 开源四巨头除了DeepSeek没来，智谱的唐杰老师、Kimi的杨植麟、Qwen的林俊旸，齐聚一堂。 甚至腾讯最近最有话题度的姚顺雨，都以远程"巨头"的方式，远程参加了这场会议。 这个巨头，真的是非常的AI巨头。 这场活动因为没有座位了，我站着听了3个小时，收货非常的多。 包括唐老师说，随着DeepSeek这类模型的横空出世，Chat聊天这种范式，其实已经没有仗可打了。 下一仗是什么？是 Action ，是 Doing things 。 杨植麟说，Agent的本质，其实是一个搜索问题。 还有，智能和电力不一样，它不是等价交换品。 你在深圳用的一度电，和在北京用的一度电，完全一样，但一个CEO产生的智能，和一个设计师产生的智能，截然不同。 未来的模型竞争，比的就是谁更有Taste，谁更有品味， ...

今天受邀，参加了一个非常有趣的活动，现场人真的爆满了，很多人都是从外地特意赶过来的。 这个活动，叫AGI-NEXT。 主要是几个演讲的嘉宾，过于重磅了。 开源四巨头除了DeepSeek没来，智谱的唐杰老师、Kimi的杨植麟、Qwen的林俊旸，齐聚一堂。 甚至腾讯最近最有话题度的姚顺雨，都以远程"巨头"的方式，远程参加了这场会议。 这个巨头，真的是非常的AI巨头。。。 这场活动因为没有座位了，我站着听了3个小时，收货非常的多。 包括唐老师说，随着DeepSeek这类模型的横空出世，Chat聊天这种范式，其实已经没有仗可打了。 下一仗是什么？是 Action ，是 Doing things 。 杨植麟说，Agent的本质，其实是一个搜索问题。 还有，智能和电力不一样，它不是等价交换品。 你在深圳用的一度电，和在北京用的一度电，完全一样，但一个CEO产生的智能，和一个设计师产生的智能，截然不同。 未来的模型竞争，比的就是谁更有Taste，谁更有品味，做模型本质上是在创造一种世界观，你在这个模型里注入了什么样的价值观，它就会涌现出什么 样的智能 。 这个圆桌，信息量真的非常巨大。 所以也不用担心，未来会有单一的模型一 ...

来源：新青年馆 2025 年末，黄金全年暴涨近 2000 美元 / 盎司并刷新历史新高，这一异常表现背后，是全球资金对美元 美债法币体系的信任危机。在 G2 争雄、大国竞争的核心背景下，知名智囊学者刘煜辉在华夏基金年度 对话中，勾勒出 2026 年全球经济格局与投资蓝图，提出以 "哑铃策略" 为核心，押注国运与成长的投资 逻辑。 当前全球经济的核心矛盾聚焦于美元体系的内生脆弱性。2025 年，黄金的暴涨并非偶然，而是全球资 本对美元信用坍塌风险的提前定价。美元之所以尚未垮台，关键在于美国 "All in AI" 战略催生的 "新 钱" 支撑 ——AI 科创资本、区块链及加密货币等资产指数级上涨，带动美国 AI 链市值一年暴涨 7 万亿 美金，英伟达跻身 5 万亿美金市值俱乐部，美股市值 22% 被科创 "七姐妹" 占据，日韩股市也因半导体 板块分别大涨 70% 和 20%。但美国 AI 产业存在致命短板：缺乏制造业支撑，无法形成经济闭环。 OpenAI 等企业前端资本开支高达 5000 亿美金，而会员收入仅 600 亿美金，这种严重失衡导致美国科创 巨头股价自 2025 年 10 月起波动加剧，若 AI 产业 ...

AI端侧，实则是一个庞大而复杂的产业链生态，是大模型装入消费电子的外设+应用场景+数据挖掘+数 字资产+信用扩张周期。当下，Qwen、智谱等中国模型已经逐渐被全球开发者所认可。而所谓的外设， 就是靠着强大的制造能力而风靡全球的"中国制造"，比如消费电子、电动车、无人机、机器人等等。AI 端侧的核心意义，就在于解决AI基建那巨量资本开支的变现问题，并构建完整的AI端侧产业链生态闭 环。 现在西大在力推谷歌的"全栈自研"模式：试图将芯片-软件-模型-应用的链条全部跑通，形成自身的竞争 优势。而东大，则更应当构建独属于自己的AI战略。中国人的优势就是制造Power，机器人、无人机、 智能外设、电动车，这些工业制造领域才是中国人大展身手的主战场，软件只是工具。开源的软件让全 世界的用户加入AI生态，然后把这些生态装入物美价廉的硬件（AI Agents）中，最终再把这些硬件卖 给全世界…… 而AI生态催生出的应用场景和数据资源，将形成巨大的飞轮效应，让AI所创造的巨额财富，最终沉淀 在中国的土地上…… 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 来源：刘煜辉的高维宏观 谈及明年展望，刘博对 ...

Core Insights - Beijing is recognized as the leading city for artificial intelligence innovation in China, showcasing significant advancements and contributions to the AI sector [2][4]. Industry Overview - Beijing accounts for 40% of the 148 top global AI scholars among the top 2000, and its AI core industry scale reaches nearly 350 billion, with over 2400 related enterprises, both representing half of the national totals [4]. - The city has established a self-sufficient "chip matrix" in the AI chip sector, featuring leading domestic products such as Kunlun, Cambricon, Moore Threads, and Qingwei Intelligence, along with groundbreaking achievements like the world's first all-optical AI chip [6]. AI Models and Applications - In the realm of large models, Beijing leads with 183 registered models, including popular applications like Doubao, Zhipu, Kimi, and Wenxin, solidifying its position in the global first tier [8]. - The city has initiated a large-scale municipal AI industry investment fund and was the first to launch the "AI+" action plan, promoting the integration of AI into everyday life [9]. Innovation Capability - Beijing's strength in AI lies in its comprehensive innovation capability across the entire chain, from research and development to application and industry, reinforcing its status as the "first city of artificial intelligence" [9].

Group 1 - Beijing has significantly enhanced its innovation capacity, competitiveness, and influence, becoming a key hub in the global innovation network [1] - The city maintains a research and development expenditure intensity of around 6%, ranking among the top global innovation cities [1] - Beijing has been ranked first in the "Nature Index - Research Cities" for eight consecutive years and is third globally in the number of unicorn companies [1] Group 2 - The high-tech industry in Beijing is projected to reach a value of 1.49 trillion yuan in 2024, representing a 56.9% increase from 2020 [1] - The city has developed three trillion-yuan industry clusters: new generation information technology, healthcare, and technology services, along with seven hundred billion-yuan industry clusters [1] - Beijing has registered 159 large models in artificial intelligence, leading the nation in this area [1] Group 3 - The Beijing Medical Health Collaborative Innovation Three-Year Action Plan has been implemented, with the highest number of approved innovative medical devices in the country [2] - Beijing has established a complete industrial chain in commercial aerospace, including rocket launch, satellite manufacturing, and satellite application services [2] - The Zhongguancun area contributes about one-third of the city's GDP while occupying less than 4% of the land [2] Group 4 - Over 300 technology companies are established daily in Beijing, reflecting the effectiveness of the city's education and technology talent development [3] - Beijing ranks first in Asia and among the top globally in the "Global Entrepreneurship Ecosystem Report 2025" [3] - The city aims to become a global center for scientific innovation and a leading area for future industries during the "15th Five-Year Plan" [3]

Core Insights - Beijing International Science and Technology Innovation Center has significantly enhanced its innovation capacity, competitiveness, and influence, becoming a key hub in the global innovation network [1][3] - The city has achieved important progress with 1,105 key projects and major tasks implemented during the 14th Five-Year Plan period, aiming for global leadership in multiple innovation metrics [3][4] Investment and Economic Growth - Research and development expenditure intensity remains around 6%, ranking among the top global innovation cities [3] - The high-tech industry added value is projected to reach 1.49 trillion yuan in 2024, representing a 56.9% increase from 2020 [3] Industry Development - Beijing has established three trillion-yuan industry clusters in new-generation information technology, technology services, and seven hundred-billion-yuan industry clusters including intelligent manufacturing and artificial intelligence [3] - The city is fostering 23 future industries, including commercial aerospace and biomanufacturing [3] Innovation Achievements - Beijing has maintained its position as the top city in the "Nature Index" for eight consecutive years and ranks third globally in the number of unicorn companies [3] - The city has registered 159 large models in artificial intelligence, leading the nation in this area [3][4] Healthcare and Technology - The city leads the nation in the number of approved innovative medical devices, with globally pioneering products such as single-port laparoscopic systems and high-field MRI-compatible brain pacemakers [4] - The commercial aerospace sector has developed a complete industrial chain, including rocket manufacturing and satellite services [4] Future Outlook - The city aims to become a global center for scientific innovation and a leader in future industries, focusing on high-level talent development and the production of world-class original achievements [5]

Core Insights - Beijing ranks third globally in the number of unicorn companies for four consecutive years [1] - The city has achieved significant advancements in its "14th Five-Year Plan," with 1,105 key projects and major tasks implemented [2] - Beijing has established itself as a critical hub in the global innovation network, achieving "five global leading positions" [2] Group 1: Innovation and Research - Beijing has maintained its position as the top city in the "Nature Index" for eight consecutive years, with 431 highly cited scientists [2] - The city ranks third globally in the "International Science and Technology Innovation Center Index" for three years [2] - The number of high-value invention patents per 10,000 people is projected to reach 159.8 in 2024, doubling since 2020 [3] Group 2: Economic Growth and Industry Development - The total value of technology contracts increased from 631.62 billion to 915.33 billion yuan from 2020 to 2024 [3] - Beijing's high-tech industry added value is expected to reach 1.49 trillion yuan in 2024, a 56.9% increase since 2020 [5] - The digital economy's added value is projected to exceed 2.2 trillion yuan, growing by 53.1% since 2020 [5] Group 3: Infrastructure and Future Industries - Beijing has launched 159 large models, leading the nation in this area [4] - The city has established 145 national key laboratories and 37 scientific facilities in the Huairou Comprehensive National Science Center [4] - The city is focusing on future industries, including commercial aerospace and biomanufacturing, with a comprehensive policy framework for artificial intelligence [4]

Core Viewpoint - The news highlights the achievements of Beijing during the "14th Five-Year Plan" period, emphasizing economic growth, urban development, and improvements in public services and infrastructure. Economic Development - Beijing's GDP is expected to exceed 5 trillion, with an economic increment of approximately 1.4 trillion, equivalent to the economic total of a district like Haidian [7] - The average annual GDP growth rate from 2021 to 2024 is projected at 5.2%, achieved amidst various challenges [7] - The total number of business entities in Beijing reached 2.686 million, with an average annual growth rate of 6.2% over the past five years [10] Urban and Infrastructure Development - Over 3,000 general manufacturing enterprises have exited Beijing, contributing to the optimization of economic structure and spatial layout [3] - The city has added 95 new subway stations and 152 kilometers of operational rail transit, enhancing public transportation efficiency [13] - The urban area has seen a reduction of 150 square kilometers in construction land, supporting the coordinated development of the Beijing-Tianjin-Hebei region [3][6] Technological Innovation - Beijing has registered 158 large models in AI, accounting for about 30% of the national total, with leading models like Doubao and Kimi ranking among the best globally [9] - The city has maintained a research and development investment intensity of around 6%, positioning itself among the top global innovation cities [8] Social Welfare and Public Services - More than 150,000 new primary and secondary school places have been created, with a 70% coverage rate for group-based schooling [12] - The city has established a unified online appointment system for medical services, improving healthcare accessibility [12] - Over 2,600 community-based elderly care dining points have been developed, addressing the needs of over 4.5 million elderly residents [12] Regional Cooperation and Open Economy - Beijing has implemented over 140 breakthrough policies to promote high-level opening up, with foreign trade exceeding 3.6 trillion for three consecutive years [11] - The city has attracted more than 8,000 new foreign enterprises and expanded its comprehensive bonded zones from 1 to 4 [11]