2007 6 == == = 年11月4-6日 北京 中国大饭店 更新时间2025/10/31 11月4日 会议大厅ABC 09:10-10:00 中国宏观经济面临的挑战和应对之策 余永定 - 中国社会科学院学部委员 10:00-10:40 美国经济和货币政策展望 郭 凯 - 中国金融四十人研究院执行院长 10:40-11:20 全球变局下的大国关系走向 赵 海 - 中国社科院国家全球战略智库国际政治研究部主任 主论坛 09:00-09:10 致辞 李俊杰 - 国泰海通总裁 11:20-12:00 人工智能的未来和机会 郑书新 - 北京中关村人工智能研究院副院长 11月4日 会议大厅A 人形机器人 2 总量分论坛 ① 14:00-14:30 2026 年度中国权益投资策略展望 方 奕 - 国泰海通证券策略研究首席分析师 14:30-15:00 2026 年度港股投资策略展望 吴信坤 - 国泰海通证券海外策略研究首席分析师 15:00-15:30 2026 年度金融工程策略展望 郑雅斌 - 国泰海通证券金融工程研究首席分析师 15:30-16:00 2026 年 IPO 市场展望 王政之 - 国泰海通证券新股研 ...

Core Insights - The article outlines a conference agenda focused on the integration of AI in various sectors, particularly in social networks and smartphones, highlighting the transformative impact of AI technologies on hardware innovation and ecosystem evolution [1]. Group 1: AI in Social Networks - The session titled "AI Social Networks, Humanity's Great Future" is led by Qin Pingping, Chief Analyst of Overseas Technology Research at Guotai Junan Securities, indicating a focus on the future implications of AI in social networking platforms [1]. Group 2: AI in Smartphones - The discussion on "Smartphones Embracing the AI Application Era" is presented by Meng Jinchong, Executive Director and Chief Capital Officer of Wankah Yilian, suggesting a significant shift in smartphone functionalities driven by AI advancements [1]. Group 3: AI Model Evolution - The segment "Models: From Scaling Law to Post-Transformer Era" features Sun Yuhao, a researcher at Sapient Intelligence and a PhD from Tsinghua University, indicating a deep dive into the evolution of AI models and their implications for future technologies [1]. Group 4: Hardware Innovation - Li Yuanyuan, co-founder of Out of the Question, discusses "AI Restructuring Hardware Innovation Margins," emphasizing the role of AI in driving hardware advancements and innovation [1]. Group 5: AI Ecosystem Development - The final session on "Tencent: The Evolution of Video Accounts and AI Ecosystem" is led by Liu Shuopei, former Director of Tencent Live, highlighting Tencent's strategic initiatives in developing AI-driven ecosystems within its platforms [1].

Core Viewpoint - The article outlines the agenda for the 2026 Annual Conference, focusing on macroeconomic challenges, investment strategies, and the impact of artificial intelligence on various sectors [2][3][4]. Group 1: Macroeconomic Insights - The conference will feature discussions on the challenges facing the Chinese macroeconomy and strategies to address them, presented by experts from the Chinese Academy of Social Sciences [2]. - A session will cover the outlook for the U.S. economy and monetary policy, highlighting its implications for global markets [2][3]. Group 2: Investment Strategies - The agenda includes a session on the 2026 macro outlook and investment strategies for Chinese equities, emphasizing the importance of adapting to changing market conditions [3][4]. - Specific discussions will focus on the investment strategies for Hong Kong stocks, financial engineering, and the IPO market outlook for 2026 [4][5]. Group 3: Artificial Intelligence and Technology - The conference will explore the future and opportunities of artificial intelligence, including its applications in finance and enterprise transformation [3][5]. - Sessions will address the development trends of AI technologies, including general artificial intelligence and its implications for various industries [6][7]. Group 4: Sector-Specific Insights - The agenda includes insights into the consumer sector, with a focus on traditional and new consumption patterns, and the implications for investment strategies [9][10]. - Discussions will also cover the automotive industry, including investment strategies and the impact of geopolitical factors on market dynamics [21][22]. Group 5: Financial Market Trends - The conference will feature discussions on the fixed income market outlook for 2026, including the impact of interest rate changes and investment strategies in a low-rate environment [17][18]. - A focus on REITs and their market outlook will also be part of the agenda, addressing the evolving landscape of real estate investment trusts [24][25].

（原标题：微信小店升级：带货者月成交额涨超100%） 南方财经记者伍素文 广州报道 平台激励方面，微信小店出资补贴"新客价"，通过热招品牌权益、新商成长计划等，激励不同行业的商 家为用户提供质优价美的好物，促进交易增长。 过去一年，微信小店带货者业务取得长足发展。2025年9月，平台月动销带货者数量同比涨超100%，带 货者月成交额同比同样涨超100%，新入驻带货者数量增长35%，首月GMV破万的带货者上涨超过 70%。 10月28日，"2025内容创作者嘉年华"在广州举行。在嘉年华的"湾区好物创造营"活动上，微信小店分享 了平台升级近一年多来的变化与成绩。 据介绍，微信小店现已打通视频号、公众号等10余个微信生态入口，"场景+能力"进一步跃升，推出送 礼物、一起买等新功能；带货者业务高速发展，月动销带货者数量和带货者月成交额同比双双涨超 100%，首月GMV破万的带货者数涨超70%；服务商生态持续繁荣，优质服务商月均平台激励收入价值 高达100万元，核心服务商3年留存率达64%。 在新玩法之下，不少商家在刚刚过去的国庆中秋假期里尝到了甜头。比如，东方甄选在微信小店中秋送 礼专区活动周期内，送礼GMV环比8月 ...

Core Insights - Guangdong is positioning itself as a global hub for content creators, emphasizing its openness and inclusivity for talent from various backgrounds [1][5][9] - The "2025 Content Creator Carnival" in Guangzhou showcased over 600 global creators and highlighted significant financial support and policies aimed at fostering content creation [5][6][10] Group 1: Event Overview - The "2025 Content Creator Carnival" gathered over 600 high-quality creators, MCN institutions, and mainstream media representatives, featuring well-known internet personalities sharing their success stories [5][6] - The event served as a platform for Guangdong to invite global creators to engage in content production, emphasizing the region's supportive environment for creative talent [1][5] Group 2: Support Policies - Multiple districts in Guangzhou and Shenzhen announced comprehensive support packages for content creators, including free creative spaces, tailored incubation, continuous traffic support, financial incentives, and preferential policies for settling and education [5][6] - Specific initiatives include a yearly investment of 40 million yuan in Haizhu District to support digital entertainment and gaming, and various tax incentives and subsidies in Nansha District to assist creators in going international [6][7] Group 3: Industry Dynamics - Tencent, a leading global internet platform, introduced support plans for content creators during the carnival, including traffic allocation and commercial monetization assistance through its platforms [7][9] - The event highlighted the importance of a conducive creative ecosystem in Guangdong, which is characterized by cultural richness and a supportive governance model that listens to creators' needs [6][10] Group 4: Cultural and Creative Environment - Guangdong's diverse cultural heritage, including Cantonese, Chaoshan, and Hakka influences, provides a rich source of inspiration for content creators, fostering an environment conducive to creativity [9][10] - The region's historical and culinary diversity is seen as a significant draw for creators, enhancing the appeal of Guangdong as a creative hub [9][10]

Core Viewpoint - Guangdong is positioning itself as a global hub for content creators, emphasizing its openness and support for talent in the digital content industry [1][3]. Group 1: Event Overview - The "2025 Content Creator Carnival" in Guangzhou gathered over 600 global creators, MCN institutions, and media representatives, highlighting the importance of talent and content creation [3][4]. - The event showcased various well-known internet personalities who shared their success stories, emphasizing the supportive environment for creators in Guangdong [3][4]. Group 2: Support Policies - Multiple districts in Guangzhou and Shenzhen announced "Quality Content Creation Support Policy Packages," which include free creative spaces, tailored incubation, continuous traffic support, financial incentives, and preferential policies for settling and education [4][5]. - For instance, Haizhu District plans to invest 40 million yuan annually to support digital entertainment and gaming sectors, while Nansha District offers tax incentives and living subsidies to help creators go international [4][5]. Group 3: Ecosystem and Collaboration - The event highlighted a collaborative ecosystem where creators can directly interact with government representatives, fostering a responsive governance model that listens to creators' needs [5][9]. - Tencent, a leading internet platform, introduced support plans for content creators, including traffic allocation and monetization assistance through its various platforms [5][6]. Group 4: Cultural Richness and Inspiration - Guangdong's diverse cultural heritage, including Cantonese, Chaoshan, and Hakka cultures, provides a rich source of inspiration for content creators, leading to the production of popular content and personal brands [9][10]. - Creators expressed that the supportive and open environment in Guangdong allows them to thrive and innovate, contributing to the region's cultural and economic landscape [9][10]. Group 5: Future Prospects - The carnival aims to establish the Guangdong-Hong Kong-Macao Greater Bay Area as a leading experimental zone for new content production capabilities, enhancing the narrative of Chinese stories [10][11]. - The ongoing support for creators is expected to further integrate cultural industries with digital economy innovations, strengthening the region's soft power and economic development [10][11].

Core Insights - The "2025 Content Creator Carnival" held in Guangzhou introduced a support policy package for quality content creation, emphasizing the collaboration between Guangzhou and Shenzhen to foster a thriving content ecosystem [2][3][4]. Group 1: Support Policies - Guangzhou and Shenzhen launched a "Quality Content Creation Support Policy Package," which includes free creative spaces, tailored incubation, continuous traffic support, financial incentives, office space subsidies, and priority for residency and education [3][4]. - Guangzhou plans to invest 40 million yuan annually to support digital entertainment and gaming sectors, aiming to stimulate quality content creation [3]. - Shenzhen is focusing on content creation as a new engine for high-quality digital cultural development, with various districts offering tax incentives, open scenarios, and talent incentives [4]. Group 2: Tencent's Initiatives - Tencent has launched a "Quality Content Creation Support Plan," focusing on three main areas: enhancing the video account ecosystem, building a commercial ecosystem for WeChat stores, and nurturing quality IP through its literature division [7][9]. - The video account ecosystem will see initiatives like the "North Star Plan" and "Original Article Task" to encourage original creators and provide them with traffic support and monetization rights [7]. - Tencent's literature division will establish a 100 million yuan support fund for small businesses and startups, alongside various programs to assist young authors and promote unique literary works [9]. Group 3: Algorithm and Technology - Tencent has established a "Positive Energy Algorithm Task Force" to explore how algorithms can better connect with people and promote positive content, aligning with its mission of "technology for good" [10]. - The company is focusing on social recommendations, a "breaking the cocoon" feature to help users adjust their content preferences, and a decentralized recommendation approach to protect and incentivize original content [10]. Group 4: Cultural and Economic Context - Guangdong province is recognized as the largest economy in China, with a rich cultural heritage that provides ample inspiration for content creators, supported by major companies like Tencent and Huawei [5][6]. - The integration of cultural industries with the digital economy is expected to drive high-quality development in the Guangdong-Hong Kong-Macao Greater Bay Area [6].

Core Viewpoint - The article highlights the launch of various support policies for quality content creators in Guangdong and Shenzhen, emphasizing the importance of digital economy and content creation in driving high-quality development [1][4][8]. Group 1: Support Policies - Guangzhou and Shenzhen have introduced a "Quality Content Creation Support Policy Package" that includes free creative spaces, tailored incubation, continuous traffic support, financial incentives, office space subsidies, and priority guarantees for settling and schooling [4][5]. - Guangzhou plans to invest 40 million yuan annually to support digital entertainment and gaming sectors, aiming to stimulate quality content creation [3][4]. - Shenzhen's policies cover tax incentives, open creative scenes, and talent incentives, forming a comprehensive support matrix for content creation [5]. Group 2: Tencent's Initiatives - Tencent has launched a "Quality Content Creation Support Plan" focusing on three main areas: enhancing the video account ecosystem, building a commercial ecosystem for WeChat stores, and nurturing quality IP through its literature division [8][9][10][11]. - The video account team aims to support original creators through initiatives like the "North Star Plan" and "Original Article Task," which provide traffic support and monetization rights [9]. - Tencent's literature division will establish a 100 million yuan support fund for small businesses and startups, alongside various programs to assist university students and young authors [11]. Group 3: Algorithm and Technology - Tencent has formed a "Positive Energy Algorithm Task Force" to explore how algorithms can better connect with people and promote positive content, aligning with its mission of "technology for good" [2][12]. - The company is focusing on social recommendations, breaking information bubbles, and decentralized recommendations to foster a healthy content ecosystem [12].

（原标题：让内容创作者C位出道：广东就是流量密码） 真金白银"大礼包"力撑内容创作 这是一场内容创作者的盛宴。本次嘉年华汇聚了600多名全球优质创作者、MCN机构及主流媒体代表。许多耳熟能详的网络红人，比如"意公 子""白菜GG""Sir电影""粤知一二"等优质创作者代表，都在活动上分享了创作的出圈故事。 而对人才的重视、让创作者C位出道是此次活动最引人注目之处，一系列真金白银的内容创作扶持"大礼包"，就是最好的说明。 活动当天，广州市越秀、海珠、天河、白云、黄埔和南沙等6区和深圳市福田、南山、宝安和光明及前海合作区等5区隆重发布"优质内容创作扶持 政策包"，包括免费开放的创作场景、量身打造的创意孵化、持续不断的流量扶持、真金白银的资金激励、办公场地的优惠补贴、落户入学的优先 保障等。 其中，广州以政策引导、产业集聚、人才保障三位一体的模式，打造全国领先的内容生产与传播高地，全市多区联动，从文化底蕴、空间载体到 金融政策，实实在在为创作者提供从灵感孕育到商业转化的全链条支持，持续释放城市文化与数字经济融合发展的新动能。 南方财经记者伍素文 郭莎 吴佳霖 林曦 广州报道 "东西南北中，发财到广东"这句常用语，如 ...

Core Insights - Tencent has launched a content creator support plan focusing on three major scenarios to promote healthy platform ecology [2][3] Group 1: Content Creation Support - Tencent aims to establish a virtuous cycle between creation and commercialization on WeChat, enhancing original content visibility and monetization [3] - The short video support initiative includes four systems: original protection, traffic support, monetization rights, and growth incentives [3] - For live streaming, Tencent will provide comprehensive support across content recommendation, growth incentives, monetization, and interaction rights [3] Group 2: E-commerce and Merchant Support - Tencent plans to launch various support policies for WeChat Mini Stores, targeting merchants, influencers, and service providers to foster a collaborative ecosystem [3] - Initiatives include zero deposit and reduced commission for merchants, aimed at lowering entry barriers and supporting quality brands and creators [3] Group 3: IP and Creative Development - Tencent will initiate a 100 million yuan creative support fund to nurture small businesses and startups, focusing on copyright co-creation and investment incubation [4] - The university student entrepreneurship program will host story competitions to ease the transition from campus to career for recent graduates [4] - A special plan for young creators will feature a million yuan prize pool and professional guidance to promote quality literary works [4] Group 4: Algorithm and Content Ecology - Tencent has established a positive energy algorithm task force to enhance content ecology through better algorithmic connections and user engagement [5] - The strategy includes leveraging social recommendations, introducing award features for content preferences, and promoting decentralized recommendations to protect original content [5]