整理 | 美股研究社 12 月 1 日，可灵 AI 正式发布其全新产品"可灵 O1 "，定位为首个大一统的多模态创作工 具。可灵 O1 基于全新的视频和图像模型，整合文字、视频、图片、主体等多模态输入，将所 有生成和编辑任务融合于一个全能引擎之中。可灵 O1 的推出，彻底解决了 AI 视频生成中角 色、场景等一致性难题，为影视、自媒体、广告电商等应用场景，提供了深度适配的一站式解 决方案。 【全国首支 AI 领域孵化培育型创新基金发布】 2025 XAI 科技节产业投资主题论坛近日在北京中关村学院与中关村人工智能研究院举行，作 为全国首支 AI 领域孵化培育型创新基金，中关村两院 AI 科创基金正式启动，基金初始规模一 亿元。据悉，中关村两院 AI 科创基金由中关村两院与上海大钧资产管理中心共同发起。基金 秉持"投早、投小、投好、投 AI "策略，通过"用 AI 投资 AI 、用 AI 孵化 AI "的创新模式增 效提速，并依托 AI 北纬社区孵化平台，构建了"前店后厂"机制。在提供基金的同时，还将为 项目提供"科学家、研究中心、算力、数据、产业资源"等全周期投后服务。 【美满电子正就收购芯片初创企业 Cel ...

Core Insights - Apple's smartphone sales in China declined by 6% year-on-year in the first eight weeks of Q3, indicating ongoing challenges in regaining market leadership despite a recovery in Q2 [1][4][5] - Currently, Apple holds a 12% market share in China, ranking sixth, while competitors like Xiaomi, OPPO, and Huawei each hold 16%, and Vivo leads with 19% [4][5] - The upcoming iPhone 17, seen as a significant upgrade, is set to launch globally, prompting competitors to adjust their strategies, such as Xiaomi moving up the release of its flagship phone [4][5] Market Performance - Apple's sales recovery in Q2 was partially attributed to government subsidies, but the latest data shows that the company still needs to catch up with competitors [4][5] - Tim Cook noted that the customer base for iPhones in Greater China reached a record in Q2, which has positively impacted sales of other Apple products [5] Competitive Landscape - The competition in the Chinese smartphone market remains intense, with rivals adjusting their strategies in response to Apple's new product launches [5] - Xiaomi's CEO announced an earlier release of their flagship phone to compete directly with Apple's offerings, highlighting the competitive dynamics in the market [5] Consumer Preferences - AI features have not yet become a significant sales driver for Apple in China, with consumers primarily focusing on practical factors like battery life and cost-effectiveness when making purchasing decisions [6]