以下为全文： "十五五"时期经济社会发展的主题是推动高质量发展。推动高质量发展，最重要是加快高水平科技自立 自强，积极发展新质生产力。人工智能（AI）作为引领新一轮科技革命和产业变革的重要力量，对于 加快形成新质生产力、实现经济社会高质量发展作用十分关键。 过去几年，我国在人工智能算力基础设施和大模型等关键领域取得显著突破，形成了领先优势。我国算 力规模跃居全球第二，涌现出DeepSeek推理大模型、文心原生全模态大模型等广受好评的基础大模 型，百度也建成了国内首个自研的P800三万卡集群。 【#李彦宏在人民日报撰文#】《人民日报》11月20日第5版刊发文章《内化AI能力，加快形成新质生产 力》，作者为百度公司创始人、董事长兼首席执行官李彦宏。 百度作为我国人工智能领域投入最早、布局最全的企业之一，有责任、有能力也有信心走在这一变革前 列。我们将持续加大投入，构建领先的智能基础设施，研发更前沿的大模型技术，打造更开放的产业生 态体系，助力千行百业内化AI能力、构建AI原生能力、加速智能化转型，为中国经济高质量发展作出 新贡献。（人民日报） 内化Al能力,加快形成新质生产力 李彦宏 推动人工智能更好赋能高质量发 ...

Core Viewpoint - The article emphasizes the importance of internalizing AI capabilities across various industries to enhance productivity and drive high-quality development [1][3]. Group 1: Internalizing AI Capabilities - Companies face the challenge of internalizing AI capabilities, which can be addressed by driving innovation through new scenarios and enhancing AI application capabilities [3][4]. - Specific AI technologies such as digital human technology, code intelligence, and autonomous driving have shown effective results in various applications [3][4]. - AI can help companies reduce costs, increase profits, optimize decision-making, and discover new growth points, particularly in scenarios with repetitive labor, labor shortages, high-risk jobs, bottlenecks, and complex decision-making [4][5]. Group 2: Industry Integration and AI Growth Engine - Internalizing AI capabilities in key industries like mining, chemicals, light industry, and shipping can strengthen the foundation of the real economy [5][6]. - The example of Baidu's algorithmic intelligence tool "Famu" demonstrates significant efficiency improvements in complex systems such as traffic and logistics [5]. - The integration of AI capabilities tailored to industry characteristics can enhance overall productivity and innovation capacity across sectors [5][6]. Group 3: Strategic Planning for AI Empowerment - There is an urgent need to explore new organizational and management models that facilitate human-machine collaboration in the context of systemic and structural changes brought by AI [6]. - Companies must ensure that AI capabilities permeate every aspect of production, operation, and service, from decision-making to execution [6]. - Baidu plans to increase investment in building advanced intelligent infrastructure and developing cutting-edge large model technologies to support the internalization of AI capabilities across industries [6].

Core Viewpoint - The article emphasizes the importance of artificial intelligence (AI) in driving high-quality economic development and the need for industries to internalize AI capabilities to enhance productivity and innovation [2][5]. Group 1: AI's Role in Economic Development - AI is identified as a key driver of a new round of technological revolution and industrial transformation, crucial for achieving high-quality economic development [2]. - China has made significant advancements in AI infrastructure and large models, ranking second globally in computing power and developing notable models like DeepSeek and Wenxin [2][3]. Group 2: Application of AI in Various Industries - AI technologies such as digital humans, code intelligence, and autonomous driving have been successfully applied in various sectors, enhancing operational efficiency [3]. - The article highlights the successful deployment of Baidu's autonomous driving technology in 22 cities globally, showcasing the practical applications of AI [3]. Group 3: Integration of AI in Traditional Industries - The integration of AI into traditional industries is seen as essential for enhancing productivity and driving transformation, particularly in sectors like mining, chemicals, and light industry [4]. - The article discusses the importance of optimizing production scheduling, resource allocation, and decision-making through AI solutions to improve the autonomy of industrial chains [4]. Group 4: Strategic Planning and Organizational Change - The need for strategic planning to make "AI empowerment" a common development consensus is emphasized, highlighting the importance of innovation in technology, business models, and management practices [4]. - Companies are encouraged to integrate AI capabilities across all operational aspects, from decision-making to supply chain management, to enhance efficiency and innovation [4]. Group 5: Baidu's Commitment to AI Development - Baidu is positioned as a leading player in the AI sector, committed to investing in advanced infrastructure and model technology to support the internalization of AI capabilities across various industries [5]. - The company aims to contribute to China's high-quality economic development by fostering an open industrial ecosystem and accelerating the intelligent transformation of industries [5].

"十五五"时期经济社会发展的主题是推动高质量发展。推动高质量发展，最重要是加快高水平科技自立 自强，积极发展新质生产力。人工智能（AI）作为引领新一轮科技革命和产业变革的重要力量，对于 加快形成新质生产力、实现经济社会高质量发展作用十分关键。 过去几年，我国在人工智能算力基础设施和大模型等关键领域取得显著突破，形成了领先优势。我国算 力规模跃居全球第二，涌现出DeepSeek推理大模型、文心原生全模态大模型等广受好评的基础大模 型，百度也建成了国内首个自研的P800三万卡集群。 推动人工智能更好赋能高质量发展，一个重要方面是让千行百业内化AI能力、构建AI原生能力，使之 成为企业发展的原生推动力。这既有助于智能产业发展壮大，也有助于传统产业加快转型升级。 以场景出新带动创新，提升人工智能应用能力。数字人技术、代码智能体技术、无人驾驶技术等，已被 应用验证，产生了很好的效果。在电商直播、销售客服等场景中，数字人成为超级能干的"数字员工"。 代码智能体也在科技公司中加速铺开，一些外国科技公司的代码AI生成率甚至超九成。基于无人驾驶 技术的百度萝卜快跑已在全球22座城市落地。企业可通过选择合适的AI技术，积累一定的 ...

来源：21世纪经济报道 热点情报 1. 全球股市跳水，什么原因？ 全球股市遭遇"黑色星期二"。日经225指数收跌3.22%，创自四月以来最大单日跌幅，收于49000点下方。韩国KOSPI指数收跌3.32%，芯片股领跌。 二是，日本国债遭遇大幅抛售。 黄金、白银价格跳水。比特币七个月来首次跌破9万美元，持续一个月的下跌已抹去2025年所有涨幅。 A股港股低开低走，自9月中旬以来，沪指首次出现3连阴。欧洲股市集体下跌，纳斯达克指数期货下跌。 解读： 发生了什么？ 一是，美联储降息预期降温。 据央视财经报道，芝商所美联储观察工具显示，目前美联储12月降息25个基点的概率已降至不足50%。 后续留意美联储即将公布的10月FOMC会议纪要。有趣的是，瑞银认为，无论内部出现了怎样的反对声音，都不足以阻止美联储进行今年第三次降息的步 伐。 摩根士丹利上周末预测，中国股市2026年有望进一步上涨，延续今年的强劲涨势。 日本10年期国债收益率今天一度攀升至1.75%以上，接近2008年以来的最高水平。 日本国债如何影响全球流动性？分析人士认为，日本国债收益率快速拉升与全球流动性密切相关，主要通过资本流动、日元套利交易解体以及跨 ...

Core Insights - The article emphasizes the pervasive integration of AI into daily life by 2025, highlighting its applications across various sectors such as education, entertainment, research, and business operations [2][3][4] Market Growth and Application - The global AI agent market is projected to exceed $50 billion by 2025, with a compound annual growth rate (CAGR) of over 40%, potentially reaching $300-500 billion by 2030 [3] - AI applications are expanding in manufacturing, finance, and consumer services, with examples like self-diagnosing equipment in factories and AI credit systems in banks improving efficiency [3][4] Learning and Education - AI tools like Baidu's AI note-taking feature significantly enhance learning efficiency, as demonstrated by users who have successfully utilized these tools for exam preparation and skill acquisition [5][6] - AI is transforming educational experiences by providing personalized learning plans and real-time assistance, making it akin to having a dedicated tutor available 24/7 [6][10] Business Efficiency - AI is being adopted in business operations to reduce costs and improve efficiency, exemplified by the use of AI agents in educational institutions to handle customer inquiries and generate tailored responses [7][8] - The implementation of AI in various sectors is leading to substantial business growth and improved customer service, even in high-demand situations [8][10] Emotional and Social Impact - AI is evolving from a mere tool to a companion, fulfilling emotional and social needs, as evidenced by the rise of AI companions and assistants that provide comfort and support [11][12] - The emotional value of AI applications is becoming increasingly recognized, with users finding solace and companionship through AI interactions [12][15] Internalization of AI Capabilities - The concept of "internalizing AI capabilities" is gaining traction, suggesting that AI should be integrated into personal workflows and cognitive processes, transforming it from a cost into a productivity enhancer [16][18] - This shift towards a collaborative human-AI relationship is expected to democratize access to AI technologies, enabling broader participation in the technological revolution [18]

Domestic News - The new energy vehicle credit ratio requirements for 2026 and 2027 are set at 48% and 58% respectively, with specific relaxations for small manufacturers based on fuel consumption reductions [3] - Starting from November 10, 2025, Shanxi province will implement a public lottery system for applying for vehicle scrapping and renewal subsidies, requiring consumers to obtain qualification through a notarized lottery [4] - From January to September 2025, Hunan province's exports of high-end equipment, including rail transit equipment, increased by 31% year-on-year, with electric vehicles and lithium batteries seeing a 77.4% increase [5] - GAC Group has signed a capital increase agreement with Honda, raising the registered capital of GAC Honda from $541 million to $867.22 million [6] - NIO's Firefly model will connect to NIO's fifth-generation battery swap stations, with plans for a larger battery pack that offers a 50% increase in capacity [8] - FAW Audi has signed a strategic cooperation memorandum with Zhejiang Deao Automotive Group, focusing on dealer channel development and new media collaboration [9] - The iCAR V23, a pure electric SUV, was unveiled in Malaysia with a starting price of 145,000 to 155,000 Malaysian Ringgit (approximately 248,300 to 262,600 RMB) [10] - Baidu's autonomous driving service, "萝卜快跑," has launched its first large-scale fully autonomous operation in Abu Dhabi, following a strategic partnership with AutoGo [11] International News - Japan's new car sales in October 2025 decreased by 1.8% year-on-year, marking the fourth consecutive month of decline after a recovery in the first half of the year [12] - Skoda plans to expand its factory in Vietnam to start producing electric vehicles, enhancing local production capabilities [13] - Subaru is reassessing its nearly $100 billion electrification investment plan, aiming for annual cost savings of 200 billion yen by 2030 to offset U.S. import tariffs [14] - France has successfully tested the world's first dynamic induction charging highway, achieving instantaneous charging power of 300 kW and an average of 200 kW [15] Commercial Vehicles - The Jianghuai 1 Card Kunpeng ET9 was launched at the Wuhan International Commercial Vehicle Exhibition, featuring innovative technologies aimed at logistics efficiency [16] - Zero One unveiled its electric heavy truck "Jingzhe Leizhenzi," which boasts advanced energy efficiency and performance enhancements [17] - Dongfeng Light Vehicles announced a new brand and strategy focused on high-end products and rapid development of new energy vehicles, aiming to lead the market by 2027 [18] - The new commercial vehicle brand "Zaihe" made its debut at the exhibition, showcasing a range of innovative models designed for various logistics needs [19]

Core Insights - Waymo, a subsidiary of Alphabet, is gaining attention in the autonomous driving sector with a nearly fully localized fleet in the U.S. [1] - Chinese companies like Baidu, WeRide, and Pony.ai have surpassed their U.S. counterparts in the number of autonomous taxi projects, transitioning from testing to commercialization [1] - Chinese firms are expanding internationally, establishing operations in cities like Dubai, Abu Dhabi, and Singapore, with plans to enter Germany, the UK, and other European markets [1] Group 1: Domestic Developments - Baidu and WeRide have launched fully autonomous services in Wuhan and Guangzhou, respectively [1] - Pony.ai is operating autonomous vehicles in Guangzhou and Shenzhen, and has obtained operational permits in Beijing and Shanghai [1] Group 2: International Expansion - Chinese autonomous taxi companies face little local competition abroad, as most U.S. rivals have not prioritized global expansion [1] - U.S. companies are opting to partner with Chinese firms for international ventures, such as Uber collaborating with WeRide in Abu Dhabi and Lyft planning to work with Baidu for autonomous taxi services in Europe next year [1][2] Group 3: Cost Competitiveness - Chinese companies' low-cost vehicles are attractive to service operators aiming for profitability in global markets [1] - U.S. companies are hindered in global expansion due to high material costs per vehicle [1]

Group 1 - Waymo, a subsidiary of Alphabet, is gaining attention in the autonomous driving sector with a nearly fully localized fleet in the U.S. [1] - Chinese companies such as Baidu, WeRide, and Pony.ai have surpassed their U.S. counterparts in the number of autonomous taxi projects, moving from testing to commercialization [1] - Major Chinese cities have launched fully autonomous driving services, with Baidu and WeRide operating in Wuhan and Guangzhou, while Pony.ai has received operational permits in Beijing and Shanghai [1] Group 2 - Chinese companies are seen as more aggressive in global expansion compared to U.S. firms, primarily due to lower vehicle costs [2] - U.S. companies have not prioritized global expansion, leading to a lack of local competition for Chinese autonomous taxi companies in overseas markets [2] - Collaborations between U.S. and Chinese firms are emerging, such as Uber partnering with WeRide in Abu Dhabi and Lyft planning to launch services with Baidu in Europe next year [2]

Core Viewpoint - Baidu's "LuoBo KuaPao" has applied to Hong Kong authorities for testing autonomous vehicles in the Kai Tak and Kowloon Bay areas, with potential testing starting by the end of the year if approved [1] Group 1 - The testing route includes areas near the Kai Tak Cruise Terminal, Youth Hostel, AIRSIDE, and the zero-carbon area in front of MegaBox [1] - The company plans to consult the Kwun Tong and Kowloon City District Councils next Monday and Tuesday regarding the testing [1] - If the application is approved, testing could commence as early as the end of this year [1]