如今，在政策推动与市场需求的双重驱动下，智能消费正成为拉动内需的新引擎。中国商业联合会常务 副会长兼秘书长王京红表示："AI手机、AI电脑正成为以旧换新的主要动力，而智能眼镜等新兴产品， 可能是市场增长最快的'黑马'。此外，未来3-5年，潜力突出的赛道非常明确，一方面是智能网联汽车这 类的万亿级大产业；另一方面，则是像家庭服务机器人这类代表'具身智能'前沿的未来科技。"（央视 财经） ...

【环球时报报道 记者 丁雅栀 陈子帅】编者的话："中美关系近期呈现回暖趋势，企业界反应敏锐，恰 如春江水暖鸭先知。"中国国际商会相关负责人对记者表示。12月初的华盛顿冬意已浓，一场跨越太平 洋的商业对话却在会场中催生出融融暖意。应美国商会邀请，2日至6日，中国国际贸易促进委员会（以 下称"中国贸促会"）、中国国际商会共同组织中国企业家代表团访问美国华盛顿、旧金山、奥克兰等多 地，推动两国工商界积极落实两国元首釜山会晤和11月24日通话重要共识，深化经贸交流合作。25家重 点行业领域中国企业随团访问。 回国后，为了把交流的成果落到实处，贸促会于近日组织召开了一场"复盘"会议，与企业代表商讨接下 来的工作进程。多位企业家在会议现场接受《环球时报》记者采访时表示，美方与会者在交流中展现出 充分的合作诚意，双方对接积极、交流深入，"大家都不希望这只是一次'热闹的见面'，而是能成为中 美工商界合作的新起点"。 美国同行用中文喊了一句 " 老乡 " 访问期间，中国贸促会分别与奥克兰市政府、美国商会、美中贸易全国委员会、美国半导体行业协会、 美商亚洲集团、美国子午线国际中心、美国大豆出口协会等合作举办多场中美工商对接活动， ...

上海是全国低空经济领跑者，金山区华东无人机基地是全国首批"民用无人驾驶航空试验区"，全国 50%以上的eVTOL（电动垂直起降飞行器）头部企业已选择上海。闵行区组建低空经济产业联盟，集聚 上海交通大学、华东师范大学，以及中航机载、航天氢能等"国家队"，还有整机头部企业、配套企业 等，全区低空经济协同发展格局初步形成。近期，时的科技的E20全尺寸工程样机完成风洞测试与地面 滑行试验，沃兰特航空"VB-2X"验证机完成首飞。这两家闵行区内企业今年以来签约订单总额逾150亿 美元。另外，杨浦区提出打造低空经济产业创新高地和商业应用高地，已实现"三个首次"，即首条中心 城区无人机低空物流配送航线、首条跨越高架线航线、首条高校配送航线。据了解，"十五五"期间，上 海要在低空经济技术创新、装备研制、商业示范方面发力，预计到"十五五"末产业规模达1000亿元。 商业航天包括商业火箭、商业卫星、终端设备、运营服务等环节。闵行区正持续推进上海市商业航 天商业火箭特色集聚区建设，围绕链主，精准引进可复用火箭发动机、低成本卫星载荷、激光通信终端 等上下游优质项目。"十五五"期间，上海将全面推动商业航天产业链强链、补链、延链，如加大 ...

格隆汇12月16日丨必创科技(300667.SZ)在互动平台表示，公司当前没有产品应用在AI眼镜、AI手机、 AI电脑，未来公司会持续关注相关领域的发展趋势和市场机会。 ...

必创科技12月16日在互动平台表示，公司当前没有产品应用在AI眼镜、AI手机、AI电脑，未来公司会 持续关注相关领域的发展趋势和市场机会。 ...

必创科技（300667.SZ）12月16日在投资者互动平台表示，公司当前没有产品应用在AI眼镜、AI手机、 AI电脑，未来公司会持续关注相关领域的发展趋势和市场机会。 （记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司产品能应用在AI眼镜、AI手机、AI电脑吗？ ...

2024年，"人工智能+"首次被写入政府工作报告。今年政府工作报告再提"人工智能+"，提出持续推 进"人工智能+"行动，将数字技术与制造优势、市场优势更好结合起来，支持大模型广泛应用，大力发 展智能网联新能源汽车、人工智能手机和电脑、智能机器人等新一代智能终端以及智能制造装备。今年 8月，《国务院关于深入实施"人工智能+"行动的意见》发布，提出以科技、产业、消费、民生、治理、 全球合作等领域为重点，深入实施"人工智能+"行动。 目前，"人工智能+"的影响不断增强。在产业层面，受访专家指出，"人工智能+"将从效率革命、模式创 新、价值重构三个维度体现其价值。其中，AI技术与未来产业的融合将从简单技术叠加走向深度融 合，形成"AI+X"的协同创新模式，产生"1+1>2"的效果。在消费层面，人工智能成为促进消费的"催化 剂"，接下来，工信部还将在产品创新和场景创新两个方面发力，推动人工智能技术在消费品领域加快 落地。 对于"人工智能+"，工信部等部门近期发声频繁。 21世纪经济报道记者冉黎黎 北京报道 作为总结当年经济工作、分析当前经济形势、部署来年经济工作 的重要会议，中央经济工作会议备受瞩目。近两年的热词"人工 ...

Core Viewpoint - HP Inc. plans to lay off 4,000 to 6,000 employees by the end of fiscal year 2028, representing about 10% of its workforce, to streamline operations and enhance productivity through artificial intelligence [2] Group 1: Layoff and Restructuring - The company will incur approximately $650 million in costs related to restructuring, with about $250 million expected in fiscal year 2026 [2] - The layoffs will primarily affect product development, internal operations, and customer support teams, aiming to save $1 billion in gross operating costs over three years [2] - HP had previously laid off 1,000 to 2,000 employees in February 2025 [2] Group 2: Financial Performance - For fiscal year 2025, HP's diluted non-GAAP earnings per share are projected to be $3.12, a 9% decrease year-over-year, and below market expectations [2] - The company anticipates diluted non-GAAP earnings per share for fiscal year 2026 to be between $2.90 and $3.20, also lower than analyst expectations of $3.34 [2] - HP reported total revenue of $55.295 billion for fiscal year 2025, a year-over-year increase of 3.24%, while net profit decreased by 8.86% to $2.529 billion [2] Group 3: AI Transformation - HP announced a comprehensive AI transformation plan, aiming to enhance customer satisfaction, drive product innovation, and improve production efficiency [2] - The CEO emphasized the importance of redesigning processes to leverage AI effectively, particularly agent-based AI, to achieve significant impacts [2] Group 4: Market Position - According to Canalys, HP holds a 25.3% market share in the U.S. PC market, leading over Dell and Lenovo, with a total shipment of 69.21 million units in 2024, reflecting a 5.2% year-over-year growth [3]

Core Insights - Lenovo Group reported record-high revenue and profit, exceeding market expectations, with AI business emerging as the core growth engine in Q2 FY26 [1][2] - The company achieved double-digit growth across its three business groups and global markets, indicating strong long-term growth potential under its AI strategy [1] Business Segment Summaries Intelligent Devices Group (IDG) - IDG revenue in Q2 FY26 increased by 11.8% year-on-year to $15.11 billion, with an operating profit margin of 7.3% [1] - The company achieved a historic high of 25.6% market share in the global PC market, up by 1.8 percentage points year-on-year [1] - Smartphone activations reached a record high, particularly strong performance in the Asia-Pacific region, with significant growth in high-end models in India [1] Infrastructure Solutions Group (ISG) - ISG revenue surged by 23.7% year-on-year to $4.09 billion, although the segment reported an operating loss of $120 million, with an improved loss margin of 0.8% [1] - AI infrastructure became the core growth driver, supported by cloud and enterprise infrastructure [1] - Despite increased investments for AI capabilities and business transformation, local product advantages and ODM+ model optimization led to steady improvement in profit margins in the Chinese market [1] Solutions and Services Group (SSG) - SSG revenue grew by 18.1% year-on-year to $2.56 billion, achieving a historic high with an operating profit margin of 22.3% [2] - The revenue from operations and project solutions accounted for 58.9%, with TruScale subscription service orders experiencing triple-digit year-on-year growth [2] - The company is focusing on AI development centered around individuals and enterprises, aiming to create growth opportunities in various AI terminal devices and hybrid infrastructures [2] Supply Chain Management - Lenovo is prepared to address ongoing storage supply shortages and price increases, which may persist into next year [3] - The company has secured long-term agreements with key component suppliers to ensure supply for the upcoming quarters [3] - As a major buyer in the industry, Lenovo plans to manage cost pressures through product launches and pricing adjustments for B2B and government clients, aiming to maintain market share despite supply chain fluctuations [3]

Core Viewpoint - The Chinese government is shifting its consumption policy from merely stimulating demand to optimizing supply structures, emphasizing the importance of enhancing supply quality to unlock consumer potential [1][2]. Group 1: Consumption Policy Changes - The recent State Council meeting highlighted the transition from "stimulating purchases" to "providing products that better meet consumer needs," indicating a shift from quantity expansion to structural optimization in consumption governance [1][2]. - The meeting emphasized the need for consumption upgrades to lead industrial upgrades, focusing on quality supply to better meet diverse consumer demands and achieve a higher level of dynamic balance between supply and demand [2][5]. Group 2: New Consumption Scenarios and Business Models - The government aims to support enterprises in expanding the supply of high-quality and specialized consumer goods, accelerate the updating of safety and performance standards, and develop flexible manufacturing capabilities to meet personalized consumer needs [2][3]. - The Ministry of Commerce and the Ministry of Finance have initiated pilot projects to support new consumption scenarios, encouraging innovation in business models and the application of digital technologies in various sectors [3][4]. Group 3: Role of Artificial Intelligence - The State Council meeting underscored the importance of new technologies, particularly artificial intelligence (AI), in transforming supply from "extensive" to "precise" and enabling personalized manufacturing [6][7]. - AI is expected to enhance consumer experience by providing customized products and services, optimizing interaction efficiency, and driving the digital transformation of industries, thus creating new consumption growth points [6][7]. Group 4: Progress and Future Directions - Progress has been made in developing new consumption scenarios, with national demonstration pedestrian streets achieving over 4 billion visitors and generating over 500 billion yuan in revenue [4]. - Future efforts will focus on improving standards, product segmentation, and digital transformation to better match diverse consumer needs and expand high-quality consumption [5][6].