来源：环球网 【环球网报道 记者 陈全 实习生 聂希子】据英国媒体《卫报》报道，近年来，编程俱乐部逐渐开始在该 国中小学中流行。正如20世纪初出生的人从未经历过没有飞机的世界、Z世代自幼生活在社交媒体之中 一样，这些孩子生来就成为了"AI原住民"。然而，在一些孩子正在学习这项可能改变世界的技术的同 时，专家担心，如果缺乏系统性的教育，大量人群可能会被这股浪潮甩在身后，进而失去能力与话语 权。 树莓派基金会（Raspberry Pi Foundation）首席执行官、数字教育慈善机构负责人菲利普·科利甘（Philip Colligan）警告称，社会可能出现一次"巨大分裂"：一部分人将掌握人工智能的运作原理并驾驭它们， 这使得他们能够应对AI在住房、社会福利、卫生健康、刑事司法及金融决策中扮演着日益重要的角色 的挑战；而另一部分人则可能沦为"AI文盲"，面临丧失社会主动权的风险。 科利甘在接受《卫报》采访时表示，为避免社会分化，AI素养必须像阅读和写作一样，成为全民教育 的基本组成部分。"如果儿童之间出现巨大分裂，一部分人理解并掌握这些核心知识，因此能够维护自 身权益，而另一部分人却不具备这种能力，那将非常危险。 ...

Core Viewpoint - The competition for the title of "the world's first large model stock" has intensified with the upcoming listings of Chinese AI unicorns Zhipu AI and MiniMax, marking a significant moment in the global AI capital landscape [2][3]. Group 1: Company Listings and Market Impact - Zhipu AI is set to list on January 8, 2026, with an expected market value of HKD 51.1 billion at an issue price of HKD 116.20 per share, while MiniMax will follow on January 9, 2026, with a pricing range of HKD 151 to HKD 165 per share, valuing it between HKD 46.12 billion and HKD 50.40 billion [2]. - This will be the first time that companies focused purely on AGI foundational models will be publicly listed, highlighting a new phase in the AI industry [3]. Group 2: Capital and Investment Dynamics - The competition reflects a broader AI capital wave, with significant IPO plans from OpenAI, potentially valued at up to USD 1 trillion, and its competitor Anthropic aiming for a valuation between USD 300 billion and USD 350 billion [4]. - The backing of different investment institutions for Zhipu AI and MiniMax illustrates the diverse characteristics of Chinese tech investment, aligning closely with the founders' backgrounds [7]. Group 3: Founders and Company Ethos - Zhipu AI has a strong academic and national team background, originating from Tsinghua University, emphasizing independent innovation and long-term breakthroughs [9][10]. - MiniMax, founded by Yan Junjie, has a more internet-oriented and global approach, focusing on productization and market accessibility, which has attracted significant investment from major tech players like Alibaba and Tencent [14][16]. Group 4: Financial Performance and Business Models - Zhipu AI's revenue model is primarily based on localized deployment for government and enterprise clients, with over 80% of its revenue coming from this segment, achieving a gross margin of nearly 70% [24]. - MiniMax's revenue structure is heavily driven by AI-native applications, with 71.1% of its revenue coming from such products, indicating a strong focus on consumer engagement and global market penetration [27]. Group 5: Challenges and Strategic Paths - Both companies face significant financial losses, with Zhipu AI's net loss projected to reach CNY 24.66 billion in 2024, while MiniMax's net loss for 2025 is estimated at CNY 35.78 billion [31][32]. - The differing paths of Zhipu AI and MiniMax highlight the strategic choices in the AI landscape, with Zhipu focusing on foundational technology and MiniMax on consumer applications, each navigating unique market challenges [41][42].

当地时间12月22日，两届普利策新闻奖得主约翰·卡雷鲁牵头的作家群体，向美国加州北区地方法院提 起集体诉讼，将OpenAI、谷歌、Meta、Anthropic、xAI及Perplexity AI六家AI巨头列为共同被告，指控 其通过盗版书籍训练模型构成"蓄意侵权"。卡雷鲁曾揭露了硅谷血液检测创业公司Theranos的惊天骗 局，并据此出版书籍《滴血成金》。 诉状显示，原告核心指控集中于"双重侵权链条"：六公司从LibGen、Z-Library等"非法影子图书馆"批量 下载数百万册小说、纪实作品等盗版书籍，再将这些著作用于大语言模型训练与产品优化，形成"盗版 获取-模型训练-商业变现" 的非法闭环。原告方强调，作家的智力成果支撑起"价值数十亿美元的AI生 态"，却未获分文补偿。 若陪审团认定侵权属故意行为，每部侵权作品最高可获赔15万美元。 此次诉讼并非AI公司首次卷入文字作品侵权纠纷。据南都数字经济治理研究中心报告，OpenAI是行 业"被诉大户"，已面临至少14起版权诉讼。 早在2023年底，《纽约时报》就侵犯版权起诉微软和OpenAI，称报纸发表的数百万篇文章被用于训练 智能聊天机器人（如微软Copilo ...

当地时间12月22日，两届普利策新闻奖得主约翰·卡雷鲁牵头的作家群体，向美国加州北区地方法院提起集体诉讼，将 OpenAI、谷歌、Meta、Anthropic、xAI及Perplexity AI六家AI巨头列为共同被告，指控其通过盗版书籍训练模型构成"蓄 意侵权"。卡雷鲁曾揭露了硅谷血液检测创业公司Theranos的惊天骗局，并据此出版书籍《滴血成金》。 早在2023年底，《纽约时报》就侵犯版权起诉微软和OpenAI，称报纸发表的数百万篇文章被用于训练智能聊天机器人 （如微软Copilot和ChatGPT ）。《纽约时报》认为，被告应为非法复制和使用《纽约时报》独特而有价值的作品相关 的数十亿美元的损失负责。同时，《纽约时报》还要求被告销毁使用其版权材料的任何AI模型和训练数据。 而在今年6月，OpenAI发表声明称，正在对《纽约时报》要求无限期保留消费者ChatGPT和API客户数据的诉讼请求提 起上诉。OpenAI认为这项诉讼请求从根本上违背了其对用户做出的隐私承诺，是越权行为。 与《纽约时报》有版权纠纷的不只OpenAI。去年10月，《纽约时报》还向生成式AI初创公司Perplexity发出"停止并终 ...

当大家都在关注哪个模型更强、哪家公司市值更高时，一个被忽视的事实正在发生：AI的实际使用正 在形成两个完全不同的世界。 OpenRouter联合a16z发布的首份AI状况研究报告，基于对100万亿匿名令牌流量的深度挖掘，揭示了一 个令人震惊的行业真相。 报告显示，AI使用正呈现明显的两极分化趋势。 在开源模型领域，超过50%的流量集中在"角色扮演"和创意写作等娱乐用途上。这意味着，一个庞大且 未被充分开发的"娱乐/伴侣AI"消费市场正在快速形成。人们正在用AI满足情感陪伴、创意表达的需 求，而这仅仅是个开始。 与此同时，付费模型的世界则呈现出完全不同的景象——编程相关任务占据了超过50%的流量，成为绝 对的"杀手级应用"。数据证实了市场的选择：开发者们愿意为高质量、低延迟、可靠的AI编码工具付 费，价格不再是主要考量因素。 这解释了为什么Anthropic的Claude模型能够垄断约60%的编码工作负载，尽管它的价格远高于竞争对 手。 就在报告发布的同时，一场关于AI核心能力的军备竞赛正在激烈进行。 谷歌推出了基于国际奥林匹克竞赛金牌水平模型的 "深度思考"模式，在极具挑战性的ARC-AGI-2测试 中取得了 ...

Core Viewpoint - The CPO concept saw a strong surge in the market, with significant stock price increases for various companies, driven by Amazon's announcement of a $50 billion investment in expanding its AWS AI and HPC capabilities for U.S. government clients [1] Group 1: Market Reaction - Dekoli reached a 20% limit up, while Guangku Technology rose over 17%, Changguang Huaxin and Changxin Bochuang increased by over 15%, and Tengjing Technology saw a rise of over 10% [1] - Other companies like Zhongji Xuchuang and Xinyi Sheng also experienced gains exceeding 7% [1] Group 2: Amazon's Investment - Amazon plans to invest up to $50 billion to enhance its AWS AI services and HPC capabilities for federal government agencies in the U.S. [1] - The investment will provide broader access to AWS AI services, including SageMaker AI, Bedrock, Claude models, Trainium chips, and NVIDIA chips [1] - Amazon currently operates over 900 data center facilities across more than 50 countries, indicating a much larger operational scale than commonly perceived [1] Group 3: Industry Analysis - CITIC Construction Investment Securities noted increased volatility in the computing power sector recently [1] - The demand for computing power driven by AI remains robust, suggesting that recent adjustments in the sector present investment opportunities [1] - The ongoing AI industrial revolution is compared to the industrial revolution, emphasizing the need for a long-term perspective and higher vision in observing AI-driven computing demand and applications [1]

Group 1 - The core point of the news is the launch of the "Genesis Project" by the Trump administration, aimed at transforming scientific research through artificial intelligence (AI) [1][3] - The initiative will involve the Department of Energy creating an AI experimental platform that integrates U.S. supercomputers and unique data assets to support scientific foundational models and robotic laboratories [3] - The project is seen as equally important as historical initiatives like the Manhattan Project or the space race, emphasizing the urgency of the AI competition [3] Group 2 - In January, the Trump administration announced a collaboration with OpenAI, SoftBank, and Oracle to invest $500 billion in AI infrastructure development in the U.S. [4] - Major technology stocks, including Tesla and Google, experienced significant gains, with Tesla rising over 6% [5][7] - Amazon announced a $500 billion investment to expand its AWS AI and high-performance computing capabilities for U.S. government clients, set to begin construction in 2026 [10][11] Group 3 - Google signed a multi-million dollar cloud services agreement with NATO to provide secure sovereign cloud services, indicating a growing trend in AI and cloud collaboration [9] - The semiconductor sector saw strong performance, with Broadcom's stock rising 11%, marking its largest increase since April [12] - Chinese stocks also surged, with the Nasdaq Golden Dragon China Index rising 2.82%, driven by significant gains in companies like Baidu and Alibaba [14]

Group 1 - Amazon announced an investment of up to $50 billion to expand its AWS artificial intelligence and high-performance computing capabilities for U.S. government clients [2] - The investment plan will commence construction in 2026, adding nearly 1.3 gigawatts of AI and supercomputing capacity through advanced data centers [2] - The new infrastructure will provide over 11,000 federal government agencies with broader access to AWS AI services, including SageMaker AI, Bedrock, Claude models, and Trainium and NVIDIA chips [2] Group 2 - Amazon Web Services (AWS) operates over 900 data center facilities across more than 50 countries, significantly exceeding public perception [3] - AWS has deployed servers in hundreds of colocation facilities, which are typically divided into multiple areas for different clients [3][4] - AWS is one of the largest managed space leasing providers globally, indicating its capability to offer a wide range of services to clients [4] Group 3 - AWS's data center strategy balances ownership and flexibility, driven by the growing demand for AWS services [5]

Group 1: Peru's Agricultural Exports - The U.S. government has exempted over 200 products from "reciprocal tariffs," with approximately 100 of these being Peruvian agricultural exports, including avocados, coffee, cocoa, mangoes, ginger, lemons, oranges, and natural juices [1][2] - In 2024, these products are expected to generate around $1.2 billion in exports to the U.S., accounting for 24% of Peru's total exports to the U.S. [1] - The exemption will allow nearly 50% of Peru's exports to the U.S. to benefit from tariff relief, enhancing competitive market access for Peruvian producers [2] Group 2: Japan's Long-term Bonds - Japan's long-term bonds have seen a significant decline due to increasing concerns over the country's fiscal situation, coinciding with expectations of an upcoming economic stimulus plan [3][4] - The yield on Japan's 20-year bonds has surged to its highest level since 1999, with the 30-year and 40-year bond yields also rising [4] - Investors are cautious about the scale of the government's economic stimulus plan, which may lead to increased bond issuance and potential market stability risks [5] Group 3: Southeast Asia's Economic Slowdown - Four out of six major Southeast Asian economies reported a slowdown in GDP growth for the third quarter, primarily due to weak manufacturing output and low household consumption [6][7] - Thailand's GDP growth fell to 1.2% year-on-year, the lowest in nearly four years, with manufacturing output declining for the first time in six quarters [6][7] - Other countries like Singapore, the Philippines, and Indonesia also experienced varying degrees of GDP growth slowdown, with Indonesia's growth at 5.04% and the Philippines at 4.0% [8][9] Group 4: Global Hunger Crisis - The United Nations World Food Programme has warned of an escalating global hunger crisis due to significant cuts in humanitarian aid funding, with an estimated 318 million people facing severe hunger in 2024 [11][12] - The WFP plans to assist only about 110 million of the most vulnerable populations in 2026, with a budget of $13 billion, although actual funding is expected to be only half of this amount [13] - The WFP has called for increased support from governments and donors to effectively address hunger and achieve the "zero hunger" goal [17][18] Group 5: Taiwan's AI Investment - Taiwan is advancing a plan to invest approximately NT$100 billion (around $3.2 billion) to develop its AI industry, aiming to establish itself as an "AI island" [19][20] - The investment will focus on ten key AI projects, with a goal to create NT$7 trillion in added value by 2028 and NT$15 trillion by 2040 [20][21] - Key technologies targeted for enhancement include silicon photonics, quantum computing, and AI robotics, with plans to establish dedicated research centers [22] Group 6: Google's Investment in Texas - Google announced a $40 billion investment in Texas by 2027 to build new cloud and AI infrastructure, which will create thousands of jobs and support community energy efficiency programs [24] - The investment includes the establishment of new data center parks in Armstrong County and Haskell County, with a commitment to responsibly expand infrastructure [24] Group 7: Strategic Partnerships in AI - Microsoft, NVIDIA, and Anthropic have formed a strategic partnership involving a $15 billion investment and a $30 billion order for computing resources, significantly expanding the accessibility of Anthropic's AI models [25][26] - This collaboration will optimize Anthropic's models for performance and efficiency, with a focus on deploying them across major cloud services [27][28] Group 8: Automotive Industry Developments - BYD plans to double its sales network in Europe by the end of 2025, aiming for 1,000 sales points as part of its strategy to expand in the European market [65][66] - Geely and Renault have launched a joint venture in Brazil, investing 3.8 billion reais (approximately 5.1 billion yuan) to localize new energy vehicle production [69][70] - BMW is accelerating the localization of its intelligent driving technology in China, with plans to launch a new generation of smart driving assistance systems in 2026 [71][72]

中证人工智能主题指数由50只业务涉及为人工智能提供基础资源、技术以及应用支持的股票组成， 覆盖AI产业链各细分环节龙头；上证科创板人工智能指数由科创板市场中30只市值较大的AI产业链相 关股票组成，侧重上游基础芯片与下游AI应用。人工智能ETF（159819）和科创人工智能ETF （588730）分别跟踪以上指数，可助力投资者把握AI产业链发展机遇。 每日经济新闻 今日早盘，AI产业链题材股局部活跃，芯片、CPO等概念涨幅居前，截至10:17，中证人工智能主 题指数上涨0.6%，上证科创板人工智能指数上涨0.2%。 消息面上，谷歌重磅推出Gemini 3，推理与多模态理解能力进一步提升，该模型几乎在所有评测指 标上均取得领先，部分指标甚至较此前最强的GPT-5.1、Sonnet4.5等模型大幅领先；微软、英伟达与 Anthropic宣布建立新的战略合作伙伴关系，Anthropic的Claude模型将登陆微软Azure平台，由英伟达芯 片提供算力支持，这将扩大Claude的使用范围，并为Azure企业客户提供更多模型选择和新功能。 有分析指出，谷歌Gemini 3重磅升级，巨头算力合作落地，或为AI算力产业链带 ...