汽车行业从100多年前的手工装配到引入生产线、引入自动化，技术红利使得成本不断下降，但厂家与 行业并不能维持超额利润。在竞争中，汽车价格不断下降，甚至还有厂家破产。很大程度上，行业技术 提升带来的红利被分配给了消费者。 当经营者通过大数据"杀熟"获得了更多利润时，在激烈的竞争之下，经营者有动机扩大市场份额，就会 以利润补贴，用低价吸引另一部分消费者。比如前不久的外卖大战，阿里和美团都付出了真金白银，消 费者也获得了福利。 不过，获得补贴是有隐形门槛的，那就是需要消费者花时间去找各种优惠券。平台就是通过这类方式， 把价格敏感型的消费者筛选出来，用在对价格不敏感的消费者那里赚到的更高利润补贴他们。 比如，以前一件商品，厂商不能分别定价，按平均100元的价格卖，现在，厂商可以为一些人定出120元 的价格。与此同时，为了扩大份额，打击竞争对手，厂家也会以80元的价格卖给另一些人。只有80元预 算的人，原本并不在交易范围内，这种方式扩大了整个市场的规模。 所以，在一个充分竞争的市场，大数据"杀熟"的好处，最终是给到了那些对价格敏感的消费者，并由此 扩大了市场总体规模。所以，某种程度上，大数据"杀熟"其实是一种市场化的" ...

Market Overview - The market has shown signs of recovery with all three major indices closing in the green. The commercial aerospace sector continues to perform strongly, while the electric grid equipment sector has seen a rapid increase. Semiconductor equipment stocks have also been active, although the retail sector has experienced a decline [1]. ETF Performance - The following ETFs related to the semiconductor sector have shown significant gains: - Sci-Tech Semiconductor ETF (588170.SH) increased by 5% with an estimated scale of 3.3287 billion - Sci-Tech Semiconductor Equipment ETF (588710.SH) rose by 4.98% with an estimated scale of 0.7738 billion - Semiconductor Equipment ETF (159516.SZ) gained 3.88% with an estimated scale of 6.4818 billion - Electric Grid Equipment ETF (159326.SZ) increased by 3.26% with an estimated scale of 0.1159 billion [2]. Semiconductor Industry Insights - Institutions indicate that semiconductor equipment is positioned upstream in the supply chain, serving as a core industry supporting chip manufacturing and packaging. The year 2025 is anticipated to be a significant year for the growth of domestic semiconductor equipment orders and performance realization. The evolution of storage technology towards 3D, driven by AI models, along with the expansion projects of domestic storage giants, is expected to usher in a new phase of rapid growth opportunities for the domestic semiconductor equipment supply chain [2]. AI Applications and Consumer Electronics - Recent developments include Alibaba's launch of AI glasses and Doubao's introduction of an AI mobile assistant, suggesting a potential acceleration in breakthroughs within edge AI applications. Brokerages recommend focusing on the consumer electronics supply chain related to edge AI, as well as the domestic computing power supply chain, including chips, storage, servers, and the release of advanced process capacities [3].

A股今日探底回升，科技赛道盘中拉升，芯片概念股强势爆发。燕东微大涨超16%，芯动联科、天岳先 进、中科飞测涨超10%。 受芯片股上涨影响，科创芯片ETF（588200）午后持续拉升，今年来累计涨幅超58%。 （文章来源：每日经济新闻） 消息面上，近期阿里巴巴发布AI眼镜，豆包发布AI手机助手，端侧AI应用有望加速突破。有券商建议 关注端侧AI相关的消费电子产业链，以及国产算力产业链的芯片、存储、服务器、先进制程产能释放 等环节的景气变化。 有研究机构表示，当前AI芯片的应用正从云计算数据中心向边缘计算、智能终端、智能制造等更广泛 的领域渗透。AI芯片正通过架构创新驱动算力持续突破，TPU在特定场景下的计算性能较传统架构实现 数量级提升，NPU能效比显著优化。当前全球市场呈现高度集中态势，中国国内产业链自主化程度正稳 步提升，本土替代进程明显加速。 资料显示，科创芯片ETF（588200）跟踪上证科创板芯片指数，该指数从科创板上市公司中选取业务涉 及半导体材料和设备、芯片设计、芯片制造、芯片封装和测试相关的证券作为指数样本，以反映科创板 代表性芯片产业上市公司证券的整体表现。 值得注意的是，Wind数据显示，近 ...

扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 ' ' 国家高新 小时一手资讯 技术企业 C B Ft 线 OVE+ 创投人物 投融资及收并购事件 热门产业 创新机会 FTE 详 2万+LP数据 全牛命周期 10万+基金数据 独角兽企业 各维度权威榜单 1万+专精特新小巨人 Li 1400 十子标签 产业图谱 行 12 元 金 * * * 1.【OpenAI将与德国电信合作推出AI服务】OpenAI与德国电信合作，将于2026年开始推出人工智能 AI服务。德国电信将在全公司范围内引入ChatGPT Enterprise，德国电信还将更深入地在网络运营 和员工助手中使用AI。（界面新闻） 2.【字节跳动李亮：AI手机助手的本质是机主授权】12月9日，抖音副总裁李亮发表关于豆包与中兴 合作推出的AI手机助手的最新看法。他认为，AI带来的变革是真实存在的，用户需求也是真实存在 的，豆包和中兴的探索是一个开始。此前一天，李亮以打车场景举例，介绍了当前手机在实现复杂需 求时的自动化操作。他强调，该功能的本质是机主授权助手完成操作，属于合法合规的数据使用范 畴 ...

Core Viewpoint - The collaboration between Doubao and ZTE to launch an AI phone assistant signifies the beginning of a transformative era driven by AI, addressing real user demands [1] Group 1: AI Transformation - The essence of the AI assistant is that the device owner authorizes the assistant to perform operations, which falls within the legal and compliant use of data [1] - The technology that allows for automatic ride-hailing, previously seen only in films, is now technically feasible [1] Group 2: User Authorization and Privacy - With the owner's authorization, the phone assistant can execute tasks by accessing various applications and data, including location, ride-hailing software, navigation, traffic information, and payment [1] - The process is fundamentally about the "owner" authorizing the "assistant" to perform actions, which does not relate to invasion, hacking, or privacy violations [1] - As long as user consent is obtained, there is no infringement on privacy [1]