Important Market News - The People's Bank of China will continue to implement a moderately loose monetary policy in 2026, focusing on promoting stable economic growth and reasonable price recovery [1] - U.S. stock indices closed higher, with the Dow up 0.63%, Nasdaq up 0.91%, and S&P 500 up 0.55%. Tech stocks saw significant gains, with Meta rising 5.7% [2] - International oil prices fell sharply, with WTI crude down 1.95% to $59.44 per barrel and Brent crude down 1.74% to $63.41 per barrel. Gold and silver prices reached new historical highs, with spot gold hitting $4928 [3] Industry Insights - Beijing ChuanYueZhe Manned Space Technology Co., Ltd. held a global launch for its commercial manned spacecraft "ChuanYueZhe No. 1 (CYZ1)", with over 20 space tourists already booked for flights expected to commence in 2028. The space economy is projected to become a new industry sector, with satellite communication expected to exceed 200 billion to 400 billion yuan by 2030 [4] - Alibaba Cloud launched new products at the 2026 PolarDB Developer Conference, including AI data lake capabilities. The rising memory prices, which have increased by 30% to 40%, are expected to continue to rise by two to three times, benefiting the storage industry [5] - The year 2025 is anticipated to be the "mass production year" for humanoid robots, with significant delivery volumes expected. Companies like Yuzhu Technology project over 5,500 humanoid robots to be delivered in 2025, indicating a shift from technology exploration to commercial application [6]

1月20日，在2026阿里云PolarDB开发者大会上，阿里云旗下云原生数据库PolarDB正式发布AI数据湖库（Lakebase）等系列全新产品能力，将大模型能力内 化为数据库的"血液"。 从硬件层面来看，内存价格近已攀升30%到40%。阿里云资深副总裁、数据库产品事业部负责人李飞飞表示，AI原生数据库是技术演进的必然方向， 内存价 格后续大概率还会迎来两至三倍的涨幅。在这一趋势下，必须要加速推进数据库AI化转型。"大模型脱离热数据便易产生幻觉，无法应对实时场景需求，而 模型算子化正是打通热数据与模型推理的关键，能实现热数据到Token的实时转化。" 未来，TOKEN可能要涨100倍甚至1000倍，要依托各种agentic AI才能做到场景化使用，从而释放其价值。目前，阿里云PolarDB已部署规模超300万核，覆 盖全球86个可用区。 （文章来源：21世纪经济报道） 在此背景下，数据系统不仅能存储、查询多模态数据，还将直接驱动AI智能决策。这也使得大模型的识别能力进一步进化。 ...

Core Insights - Alibaba Cloud's PolarDB has officially launched a series of new AI capabilities, including the AI Data Lake (Lakebase), which integrates large model capabilities into the database, enabling intelligent decision-making through multi-modal data storage and querying [2][4]. Group 1: AI Capabilities - The new AI capabilities of PolarDB include the AI Data Lake (Lakebase), model operator services, and managed capabilities for Agent application development, significantly reducing the complexity of building AI applications [4][5]. - The AI Data Lake (Lakebase) solution is designed for a "lake-warehouse integration" architecture, providing unified storage and efficient analysis, thus supporting the construction of intelligent data management platforms for enterprises [4]. Group 2: Core Pillars of AI-Ready Database - PolarDB has outlined four core pillars of the "AI-ready database": multi-modal AI data lake, efficient fusion search capabilities, model operator services, and backend services for Agent application development, which together form the foundation for a more intelligent, efficient, and secure AI data infrastructure [5]. - PolarDB has gained the trust of over 20,000 users globally, with a deployment scale exceeding 3 million cores across 86 available zones, serving key business systems in various sectors including finance, automotive, government, internet, and telecommunications [5].

（来源：智通财经） 《科创板日报》20日讯，2026阿里云PolarDB开发者大会今日召开，阿里云旗下云原生数据库PolarDB正 式发布系列全新产品能力，包括AI数据湖库（Lakebase）、模型算子化以及面向Agent应用开发的托管 能力等。与此同时，阿里云PolarDB首次阐释了"AI就绪数据库"的四大核心支柱，包括多模态AI数据湖 库、高效融合搜索能力、模型算子化服务以及面向Agent应用开发的后端服务。目前，阿里云PolarDB海 内外用户规模已超2万，部署规模超300万核，覆盖全球86个可用区。（记者 李佳怡） 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...