中国市场在投资亚洲科技股中占据重要地位。新的一年里，市场对中国科技实力的信心持续增强，这得 益于深度求索（DeepSeek）发布论文提出更高效的人工智能开发路径、快手科技视频编辑AI模型在全 球范围内受到关注，以及政策层面对科技创新的大力支持。 彭博行业研究指出，中国科技巨头指数的盈利增长有望在2026年实现重大突破，预计将首次超过"美股 七巨头"。在此乐观预期的支撑下，寻求在中国上市的AI相关公司数量不断增加。仅上周，就有 MiniMax、智谱AI两家公司成功上市。当前，AI产业动态频繁，海外xAI、Anthropic等公司相继完成融 资，国内推出"人工智能+制造"专项政策，智谱AI和MiniMax上市后表现强劲，预计后续DeepSeek-V4的 发布将引发新一轮AI应用热潮。 中信建投表示，随着模型能力的不断提升，尤其是推理与长窗口成本的显著下降，AI下游应用场景正 加速进入商业化验证阶段。建议重点关注搜索&营销、Coding、多模态、Agent、AI for Science等领域， 相关公司的商业化进程有望进一步加快。 上周，A股科技股整体表现强劲，集体走强。而刚刚过去的周末，科技股领域又传来积极信号： ...

去年年初国产大模型深度求索（DeepSeek）的横空出世，让资本市场掀起了人工智能（AI）投资 热潮。 银河证券认为，当前AI市场呈现出复杂特征。一方面，以"AI+"为核心的科技革命是确定性产业趋 势，巨额资本的持续注入既反映了全球对技术突破与未来价值的共识，也反映出技术迭代真实发生、应 用需求切实存在、产业逻辑清晰可循；另一方面，AI龙头公司估值屡创新高，产业链各环节资本开支 也空前高涨。但整体来看，当前AI资本市场相较于2000年互联网泡沫时期，更偏向于产业革命的早 期。 展望AI投资机会 展望未来，中国经济格局正在迅速转变。2025年10月发布的"十五五"规划建议强调发展新质生产 力，加快先进制造、AI、航空航天、可再生能源和量子科技等领域的发展。 具体投资方面，平安基金研究总监兼基金经理张晓泉表示，预计今年AI的硬件端表现将优于应用 端。他认为，虽然AI取得了重大进展，但是目前全球最领先的模型仍未能达到AGI程度，因此，AI应用 落地仍存在不确定性。反观模型优化与迭代依然是相对确定趋势，而模型能力的持续提升本质上仍依赖 于底层AI硬件的持续投入与升级。 随着2025年国家出台一系列支持人工智能发展的政 ...

回望2025年，在以习近平同志为核心的党中央坚强领导下，亿万人民迎难而上、奋力拼搏，我国经济顶 压前行、向新向优发展，"十四五"即将圆满收官。展望新的一年，"十五五"大幕开启，中国式现代化展 现出更加光明的前景。 山一程，水一程，逐梦向前行。我们已经走过千山万水，还需要不断跋山涉水，为了心中梦想笃行不 怠，向着美好未来接续奋斗—— 向前，2026！向上，中国！ 钟华论：山一程，水一程，逐梦向前行——2026年新年献词 当新年的曙光照耀大地，我们又迎来新的出发。 （一） 2025年是很不平凡的一年。时光的卷轴上，镌刻哪些难忘记忆？奋斗的征程里，留下哪些深刻启示？ "韧"字当选"汉语盘点2025"年度国内字，成为新时代中国砥砺奋进的生动写照。"千磨万击还坚劲，任 尔东西南北风。"面对复杂严峻的国内外形势，在以习近平同志为核心的党中央坚强领导下，中国人民 坚定必胜信心、保持战略定力，坚定不移办好自己的事，推动中国号巨轮乘风破浪、行稳致远。 这一年，我们以历史为鉴，汲取前行的磅礴力量。在纪念中国人民抗日战争暨世界反法西斯战争胜利80 周年大会的盛大阅兵仪式中，长安街上铁甲列阵、重器生辉，战鹰呼啸划破长空。国之盛典，举 ...

转自：贵州日报 钟华论 这一年，我们以实干为笔，书写高质量发展的精彩答卷。近期，多家国际机构纷纷上调中国经济增长预 期。稳中向好的发展势头，晕染在日新月异的山河画卷中，凸显在创新创造的时代潮流中。世界第一高 桥贵州花江峡谷大桥正式通车，天问二号正式开启我国首次小行星探测与采样返回之旅，我国第一艘电 磁弹射型航母福建舰入列……一系列超级工程、大国重器横空出世，中国的底气更足了；人工智能走入 生产生活，新能源汽车驶向世界，中式茶饮、中国潮玩等海外"圈粉"，创新的活力更强了；上海合作组 织天津峰会、全球妇女峰会等成功举办，海南自由贸易港启动全岛封关，过境免签政策扩容带动"中国 游""中国购"持续火热，互利共赢的"朋友圈"更大了；养老服务不断完善，育儿补贴发放，免费学前教 育逐步推行，手机、平板等消费品纳入"国补"，百姓的生活更暖了。 这一年，我们以梦想为翼，在不懈努力中展望新的奋进征程。党的二十届四中全会审议通过"十五五"规 划建议，为未来5年中国发展擘画蓝图，也向世界提供了一份"机遇清单"。让"国之大者"与民之关切同 频共振，让中国与世界双向奔赴，我们实现梦想的动力更加澎湃，追梦圆梦的舞台更加广阔。 当新年的曙光 ...

拿深度求索（DeepSeek）来说，其被外媒誉为AI领域的"东方黑马"，但它的惊艳亮相并非"忽如一夜春 风来"，背后是"起于青蘋之末"的久久为功，是"上下而求索"的不懈跋涉。从深耕基础理论到构建人才 梯队，从推进产创融合到孵化应用场景，"有形之手"与"无形之手"形成合力，推动中国成为全球人工智 能专利最大拥有国，企业数量超5300家。坚定不移做困难而正确的事，中国发展的潜力不可限量，空间 依然广阔。 韧从何来？压不垮、折不断，最根本的，就在于风雨来袭时，我们拥有最可靠的主心骨、最稳固的定盘 星。面对关税战、贸易战的极限施压，以习近平同志为核心的党中央谋深虑远，统筹国内经济工作和国 际经贸斗争，动态调整政策，加强超常规逆周期调节，以自身发展的稳定性有效应对外部不确定 性，"打出了中国人的志气骨气底气，彰显了我们的硬核实力，赢得了国际社会尊重"。坚持党中央集中 统一领导，形成统一意志和强大合力，我们就能不断巩固拓展经济稳中向好势头。 在民族复兴的浩荡征程上，百年变局加速演进，大国博弈更加复杂激烈，注定刻满"不容易"，也必将写 满"了不起" 再过几天，随着新年的曙光跃出地平线，时间将完成一次庄重的交接。身后，"十四 ...

众多国际媒体在年终报道中，聚焦于中国的科技创新力。新华社记者借助大数据工具，梳理了世界各地 百余家媒体近期逾1.5万篇涉及中国的报道。结果显示，"人工智能""技术"等成为这些报道中的高频 词。 多篇报道提到，随着科创成果密集涌现，中国在全球创新指数的排名从2012年的第34位升至2025年的第 10位。 美国《科学》杂志把"全球可再生能源增长势不可当"列为2025年度十大科学突破之首时，特别指出中国 引领着这一重大转型，"中国如今已成为全球可再生能源技术和生产中的主导力量"，"中国蓬勃发展的 绿色技术出口也正在改变世界其他地区"。 转自：贵州日报 2025年，中国以昂扬奋进之姿于时代浪潮中笃定前行。 "生活在明天""经济活力势不可当""最具雄心的现代化实践场""为建设更美好世界铺就新路径"……外媒 在年终年末报道回顾这一年的潮起潮涌时，纷纷赞叹一个可信、可爱、可敬的中国。 "生活在明天" 谁能想到，在村头土路上主动停下的，是正在配送包裹的无人驾驶卡车？谁又能想到，它停下的原因是 为给13头"横穿马路"的水牛让道？美国《纽约时报》驻华记者基思·布拉德舍在他的年末报道中，描述 了他在中国乡村见到的这奇妙一幕。 从 ...

（来源：中国金融信息中心） CFIC导读 ◆在多家外媒看来，中国对世界更为深远的贡献，在于理念引领。 原标题："活力势不可当"——外媒年终报道里的中国 新华社北京12月27日电 2025年，中国以昂扬奋进之姿于时代浪潮中笃定前行。 "生活在明天""经济活力势不可当""最具雄心的现代化实践场""为建设更美好世界铺就新路径"……外媒在年终年末报道回顾这一年的潮起潮涌 时，纷纷赞叹一个可信、可爱、可敬的中国。 "生活在明天" 谁能想到，在村头土路上主动停下的，是正在配送包裹的无人驾驶卡车？谁又能想到，它停下的原因是为给13头"横穿马路"的水牛让道？美国 《纽约时报》驻华记者基思·布拉德舍在他的年末报道中，描述了他在中国乡村见到的这奇妙一幕。 从驶入乡间小道的机器人卡车，到"天降午餐"的无人机外卖，再到无人驾驶的飞行出租车……种种新奇体验让布拉德舍感慨，在中国仿佛"生 活在明天"。 众多国际媒体在年终报道中，聚焦于中国的科技创新力。新华社记者借助大数据工具，梳理了世界各地百余家媒体近期逾1.5万篇涉及中国的 报道。结果显示，"人工智能""技术"等成为这些报道中的高频词。 2025年10月1日，国庆假期第一天，车辆行驶 ...

Group 1: Technological Innovation - International media highlighted China's technological innovation, with reports showcasing advancements such as autonomous delivery trucks and drones, creating a sense of "living in tomorrow" [2] - China's global innovation index ranking improved from 34th in 2012 to 10th in 2025, reflecting the country's rapid technological advancements [2] - China is recognized as a leading force in renewable energy technology and production, significantly impacting global energy transitions [2] Group 2: Economic Vitality - International institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [4] - Reports emphasize China's robust production, trade, and investment growth, asserting that the country remains the world's most dynamic "factory" [4] - The narrative around China's economic resilience counters previous pessimistic views, highlighting its ongoing vitality and market potential [4] Group 3: International Cooperation - China's commitment to international cooperation is evident through initiatives like the Regional Comprehensive Economic Partnership and the Belt and Road Initiative, showcasing its proactive stance in global trade [5] - The country is seen as a vital player in maintaining global competitiveness for multinational corporations, attracting increased investment from European firms [5] Group 4: Modernization Practices - China is recognized as a leading example of ambitious modernization, with cities like Suzhou and Shenzhen integrating technology with urban planning [6] - The country's governance and development strategies are praised for their effectiveness, contributing to a growing sense of confidence among the populace [7] Group 5: Global Contributions - China is actively participating in global governance discussions, offering initiatives aimed at addressing international challenges such as poverty and conflict [9] - The country is viewed as a stabilizing force in a tumultuous world, promoting cooperation and dialogue to resolve differences [9]

Group 1: Technological Innovation - International media highlighted China's technological innovation, with reports showcasing advancements such as autonomous delivery trucks and drones, leading to a perception of "living in tomorrow" [2][3] - China's global innovation index ranking improved from 34th in 2012 to 10th in 2025, reflecting the country's rapid technological advancements [2] - China is recognized as a leading force in renewable energy technology and production, significantly influencing global transitions in this sector [2] Group 2: Economic Vitality - International institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [4] - Reports emphasize China's robust production, trade, and investment growth, reinforcing its status as a vital global manufacturing hub [4] - The narrative around China's economic resilience has shifted from pessimism to recognition of its dynamic market and trade capabilities [4] Group 3: International Cooperation and Openness - China's commitment to international cooperation is evident through initiatives like the Regional Comprehensive Economic Partnership and the Belt and Road Initiative, promoting high-quality global partnerships [5] - The establishment of the Hainan Free Trade Port is expected to attract foreign investment and enhance trade, facilitating the free flow of goods, capital, and people [5] - China's industrial system is viewed as crucial for multinational companies to maintain global competitiveness, drawing increased investment from European firms [5] Group 4: Modernization Practices - China is recognized as a leading example of ambitious modernization, with cities like Suzhou and Hangzhou integrating technology with urban planning [6] - The governance and development strategies employed by China have garnered international admiration, reflecting a growing confidence in its political and economic systems [6][7] - Reports indicate that China's governance effectiveness contributes to high public trust, which is essential for its continued development [7] Group 5: Global Contributions - China's active participation in global issues, such as climate change, has positioned it as a stabilizing force in a tumultuous world, with its initiatives receiving international acknowledgment [8][9] - The country has proposed several global governance initiatives aimed at addressing critical challenges, including poverty and conflict, thereby contributing to a more equitable international order [9] - China's approach to international relations emphasizes cooperation and dialogue, which is seen as vital for fostering a more stable global environment [9]

Group 1: Technological Innovation - China is increasingly recognized for its technological innovations, with international media highlighting advancements such as autonomous delivery trucks and drones, creating a perception of "living in tomorrow" [2] - The global innovation index ranking for China has improved from 34th in 2012 to 10th in 2025, reflecting the country's growing influence in technology [2] - China is now a dominant force in renewable energy technology and production, significantly impacting global markets and leading a major transition in this sector [2] Group 2: Economic Vitality - International institutions have raised their economic growth forecasts for China in 2025, with the World Bank, IMF, and ADB increasing their projections by 0.4, 0.2, and 0.1 percentage points respectively [4] - Reports emphasize that China's economy remains robust, with strong production, trade, and investment growth, countering earlier pessimistic views [4] - The implementation of trade agreements and initiatives like the Regional Comprehensive Economic Partnership (RCEP) and the Belt and Road Initiative is enhancing China's economic engagement globally [5] Group 3: Modernization Practices - China is viewed as a leading example of ambitious modernization, with cities like Suzhou and Shenzhen integrating technology with urban planning [3] - The launch of the domestic large language model "DeepSeek" is seen as a catalyst for global investment in Chinese AI companies [3] - China's governance and development strategies are being recognized internationally, with a focus on confidence stemming from effective policy implementation [6][7] Group 4: Global Contributions - China is actively participating in global discussions on climate change, positioning itself as a stabilizing force amid global challenges [8] - The country is promoting a series of global initiatives aimed at addressing key international issues, contributing to a more equitable global order [9] - China's approach to international cooperation emphasizes collaboration and mutual benefit, which is gaining recognition as a significant contribution to global stability [9]