从指数表现来看，本周(2025-12-29 至 2025-12-31)，上证指数周涨跌幅为0.13%, 创业板指周涨跌幅 为-1.25%, 沪深300 周涨跌幅为-0.59%, 中证1000 周涨跌幅为-0.13%, 本周(2025-12-29至 2026-1-2)，恒生 科技周涨跌幅为4.31%,纳斯达克指数周涨跌幅为-1.52%; 从板块表现来看，传媒指数周涨跌幅为2.27%, 恒生互联网科技业周涨跌幅为4.27%, 中证海外中国互联网50 指数周涨跌幅为2.89%, 人工智能指数周涨 跌幅为1.26%。 1.海外AI： 2025 年12 月30 日， Meta 宣布，已完成对中国背景的AI 初创公司"蝴蝶效应"的收购，交易金额达数十 亿美元。这是Meta 历史上规模第三大的收购案，仅次于WhatsApp 和Scale AI。收购完成后，Manus 的 创始人肖弘将出任Meta 副总裁，直接参与领导Meta 的AI 战略。建议关注近期海外大模型及AI 硬件更 新进展，相关公司： Meta、Adobe、Microsoft、Apple、Nvidia、AMD、Amazon 等。 2.国内AI： 2025 年12 ...

Group 1 - Tesla is projected to produce approximately 1.655 million electric vehicles and deliver about 1.636 million vehicles globally in 2025, with a significant increase in energy storage installations [2][4] - In Q4 2025, Tesla's global production of electric vehicles reached around 434,358 units, with deliveries totaling 418,227 units, marking a record quarterly installation of energy storage products at 14.2 GWh, a 13% increase from the previous quarter [2][3] - The Model 3/Y accounted for the majority of production and deliveries in Q4 2025, with 422,652 units produced and 406,585 units delivered, while other models contributed 11,706 units produced and 11,642 units delivered [3] Group 2 - In 2025, Tesla's Supercharger network expanded by 18%, and the global installation of Powerwall energy storage products surpassed one million units [4] - Tesla's advanced driver-assistance system has reduced the incidence of major collisions to one-eighth of the average rate on U.S. roads [4] - On December 30, 2025, Tesla's global production milestone was achieved with the rollout of the 9 millionth electric vehicle at the Shanghai Gigafactory [4]

Core Insights - The Fourth Global Digital Trade Expo will be held from September 25 to 29 in Hangzhou, marking its significance as the only national-level exhibition focused on digital trade, which has been included in the State Council's Government Work Report for two consecutive years [1] Exhibition Overview - The total exhibition area is 155,000 square meters, with 1,671 exhibitors, surpassing last year's total, including 360 international exhibitors, accounting for 21.5% [2] - The exhibition will feature innovative products such as DeepSeek's generative AI for poetry and music, and various interactive experiences in digital entertainment, smart travel, and artificial intelligence [2] Event Ecosystem - The expo will include a diverse range of activities, forming an "8+34+N" activity system, with over 80 pre-scheduled digital trade professional releases [3] - Eight thematic events will focus on international cooperation, while 34 key industry, investment, and competition activities will target sectors like healthcare and digital infrastructure [3] - The event is expected to attract 40,000 professional buyers, including over 10,000 international buyers, with pre-registration numbers reaching 32,000, including 7,700 international buyers [3] Economic Impact - The expo will serve as a major event for promoting consumption, featuring the "2025 'Buy in China' National Digital Consumption Season" and the Hangzhou Digital Trade Fashion Consumption Week, with a focus on five themes [3] - Hangzhou's digital trade volume exceeded 160 billion yuan in the first half of the year, showing a year-on-year growth of 16%, the highest growth rate and share in the province [4]

Group 1 - The fourth Global Digital Trade Expo will be held from September 25 to 29 in Hangzhou, with a focus on cutting-edge AI technology [1] - AI elements will be integrated across various sectors, showcasing applications in cross-border e-commerce, medical diagnosis, green travel, and cultural entertainment [1] - The exhibition area will cover 155,000 square meters, featuring 1,671 exhibitors, including 360 international exhibitors, which accounts for 21.5% [2] Group 2 - The event will host several innovation competitions, including the China Aviation Innovation and Entrepreneurship Competition and the Digital Human Intelligence Debate Competition [2] - Pre-registration for professional attendees has reached 32,000, with 7,700 international attendees [2] - The AI exhibition area will double in size compared to last year, featuring over 300 companies demonstrating AI applications in agriculture, finance, business, and emergency management [1]

车也不能撞上 Grace 陶琳-Tesla 首 I } 马斯克谈自动驾驶底层逻辑：不碰撞是第一要义 下仙草景 K E FRONT FRONT FO Phone Start Production Comment of the States of the Production o 《科创板日报》24日讯，4月23日，特斯拉公司副总裁陶琳分享一段马斯克对自动驾驶底层逻辑的观点。视频中，马斯克表示，即便道路标线完全画错，即 便有UFO降落在路中间，汽车也不能撞上，并且要继续做正确的事，"所以真正重要的，汽车自动驾驶的首要指令就是不能撞车，这绝对优先于一切"，不管 标线怎么画，道路怎么修，关键在于在安全舒适地把你送到目的地的同时，将碰撞的可能性降到最低。 昨天 19:52 来自 微博视频号 正如马斯克说的,特斯拉智能辅助驾驶的追求只有一 无论路上发生什么，特斯拉不发生碰撞。这也是我们当 视觉架构一端到端神经网络这一技术路线的原因。在所 技术路径的选择里,保护每个人的安全一定是最优先B 量。 □1Grace 陶琳-Tesla的微博视频 ...

Core Viewpoint - A recent incident involving a driver of the ride-hailing service "Hello" using assisted driving while sleeping has raised safety concerns, prompting the company to investigate the matter and reiterate the importance of safe driving practices [1][2][3]. Company Response - The company is currently investigating the claims made by a passenger who reported that the driver was asleep while traveling at a speed of 100 km/h using assisted driving [2][3]. - Customer service representatives stated that while there are no explicit prohibitions against using smart assisted driving, drivers are required to ensure safe driving practices and are advised to avoid using such modes [3]. Safety Concerns - The incident has highlighted broader safety issues, with warnings from traffic authorities in various regions advising against the use of intelligent driving modes on highways due to the potential for misjudgment in rapidly changing road conditions [3]. - Experts emphasize that intelligent driving should be viewed as an aid rather than a substitute for human control, reinforcing the need for drivers to remain attentive and engaged [3].