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拓新、驰骋、交流:北京高校台生的马年关键词
Zhong Guo Xin Wen Wang· 2026-02-18 07:19
中新社北京2月18日电 题:拓新、驰骋、交流:北京高校台生的马年关键词 作者 李百加 2026年,他期盼继续在专业领域"驰骋","持续突破,为通信技术高质量发展贡献力量"。 在近年的人工智能发展中,通义千问、DeepSeek等人工智能大模型稳步领跑。来自台湾桃园市的赖瀚 宇并不意外,在高中时他便看好大陆在这一领域集聚的潜力与动能。由此,赖瀚宇选择到北京清华大学 深造,最初就读于电子信息类专业,后来转入计算机科学与技术系,一路攻读至博士三年级。2025年, 他所参与的团队在开源模型方向取得阶段性成果,相关应用引发业内一定的关注。 赖瀚宇认为,大陆人工智能将在底层模型和关键技术层面迎来更多突破,其开源生态也将加速产业自我 迭代,成为赋能各行业的重要力量。 "大陆以拓新之势持续领跑,已跻身人工智能发展全球第一梯队。"赖瀚宇同样以"拓新"展望自己的2026 年,期盼在基础研究与应用落地之间持续深耕。 驰骋:为通信技术发展贡献力量 "通信、感知、控制一体化技术主要通过优化时延、可靠率等关键指标,提升智能工厂产线效能。"谈起 专业,来自台湾新北市的陈光思路清晰。 基于对大陆通信技术发展及深度嵌入实体产业的观察,陈光在高中 ...
除夕惊变!金价突然失守5000大关,港股却派发大红包!
Sou Hu Cai Jing· 2026-02-18 06:20
一、除夕"劫"?金价失守5000美元 如果你手里有黄金相关资产,这个除夕可能过得有点"心惊肉跳"。 大家好,今天是2026年2月17日,大年三十的欢声笑语还未散去,但在大洋彼岸的金融市场上,一场没有硝烟的"多空对决"却正在激烈上演。 当大家还沉浸在春晚的余韵和饺子的香气中时,黄金和港股却上演了悲喜两重天的大戏:一边是此前不可一世的黄金突然"跳水",跌破了关键的5000美元心 理关口;另一边,港股在蛇年最后一个交易日顽强收红,给持股过节的投资者派发了实实在在的"大红包"! 这到底是怎么回事?在这个辞旧迎新的时刻,市场又在酝酿怎样的风暴?且听我细细道来。 就在大家欢度春节之际,国际金价却遭遇了"假日寒流"。2月16日,也就是除夕当天,现货黄金走势疲软,正式跌破了每盎司5000美元的整数大关。截至发 稿时,金价徘徊在4976美元/盎司附近,日内跌幅一度超过1%。 为什么跌了?究其原因,主要有两点: 1. "中国大妈"休假了:咱们中国投资者是黄金市场的买盘主力,但随着春节假期开启,内盘休市,主力资金暂时"缺位",市场上的买盘力量瞬间减弱,金价 自然失去了重要支撑。 2. 美元又在捣乱:虽然市场对美联储降息的预期还在, ...
兴业证券:2026年值得关注的十大产业趋势
智通财经网· 2026-02-18 03:45
Group 1: AI Applications - The global AI competition is intensifying, with model iterations driving deeper application scenarios, and the focus is on whether significant capital expenditures by tech giants can lead to commercial applications [2][3] - The competitive landscape for AI applications is shifting from dominance by OpenAI to a more multipolar environment, with major players like Google and Meta integrating AI into their ecosystems [3] - In China, AI applications are experiencing a breakthrough, with major tech companies accelerating model iterations and application deployments, leading to a transformation from model landing to scenario monetization [5] Group 2: AI Computing Power - Overseas, major cloud service providers are maintaining high capital expenditures, with a projected increase of 67% in 2026, reflecting a strong demand for AI computing power [7][8] - In China, leading tech companies are increasing capital expenditures and accelerating the iteration of domestic large models, promoting the performance of domestic chips amid tightening supply from foreign sources [9] Group 3: Storage - The demand for storage is entering a new super cycle driven by AI training and inference needs, with AI servers consuming significantly more memory than traditional servers [11][16] - Supply constraints are expected to persist, leading to continued high prices for storage components, as major manufacturers shift production focus to advanced memory types [16] Group 4: Commercial Aerospace - Commercial aerospace is becoming a key battleground in US-China competition, with significant policy support and funding initiatives in both countries to accelerate industry development [19][21] - Domestic companies are achieving breakthroughs in satellite mass production and reusable rocket technologies, transitioning from technical validation to commercialization [22] Group 5: Humanoid Robots - Major overseas companies are ramping up production plans for humanoid robots, benefiting domestic component suppliers, with Tesla aiming for a production capacity of 500,000 units by 2026 [27][30] - Chinese manufacturers are leading in humanoid robot shipments, with significant contracts and production milestones achieved in 2025 [30] Group 6: Intelligent Driving - Domestic policies are expected to facilitate the commercialization of L3 autonomous driving in 2026, with several manufacturers preparing to launch L3 models [32][33] - Tesla's Full Self-Driving (FSD) technology is setting the direction for autonomous driving, with significant advancements in AI capabilities [35] Group 7: Energy Storage - The expansion of AI computing power in North America is driving electricity demand, with domestic power equipment expected to accelerate exports [37][40] - China's "14th Five-Year Plan" includes significant investments in the power grid and energy storage, creating a favorable environment for industry growth [40][43] Group 8: Chemicals - The chemical industry is undergoing a transformation driven by policies aimed at supply-side reform, with a focus on optimizing supply structures and reducing excess capacity [44][47] - New economic sectors are boosting demand for chemical materials, particularly in AI, renewable energy, and robotics, leading to a favorable outlook for new materials [47][48]
(新春见闻)拓新、驰骋、交流:北京高校台生的马年关键词
Xin Lang Cai Jing· 2026-02-18 02:51
中新社北京2月18日电 题:拓新、驰骋、交流:北京高校台生的马年关键词 作者 李百加 凭借优质高教资源、前沿科研平台和多元发展机遇,大陆正成为越来越多的台湾青年求学、逐梦、扎根 的目的地。在北京知名高校就学的多位台湾学子近日接受中新社采访,分享他们感受到的大陆发展脉 动,以及对自己在农历丙午马年的学业和生活期许。 拓新:在人工智能浪潮中领跑 在近年的人工智能发展中,通义千问、DeepSeek等人工智能大模型稳步领跑。来自台湾桃园市的赖瀚 宇并不意外,在高中时他便看好大陆在这一领域集聚的潜力与动能。由此,赖瀚宇选择到北京清华大学 深造,最初就读于电子信息类专业,后来转入计算机科学与技术系,一路攻读至博士三年级。2025年, 他所参与的团队在开源模型方向取得阶段性成果,相关应用引发业内一定的关注。 赖瀚宇认为,大陆人工智能将在底层模型和关键技术层面迎来更多突破,其开源生态也将加速产业自我 迭代,成为赋能各行业的重要力量。 "不少在台湾发展的同龄人对于来大陆深造和就业抱有期待。"陈光说,清晰的发展导向、产学研协同机 制及政策层面的支持,可为青年科研人员提供稳定、可预期的成长环境。 2026年,他期盼继续在专业领域" ...
机器人“大闹”春晚,中国年“圈粉”全球
Xin Hua Ri Bao· 2026-02-17 19:27
评论员袁媛 今年春节,"机器人全面入侵春晚"上了热搜。从春晚第三个节目开始,《奶奶的最爱》《武BOT》《智 造未来》接连登场,宇树科技的人形机器人化身"功夫小子",来自江苏的魔法原子机器人演出灵动舞 步,而64岁的蔡明再次亮相春晚,从30年前扮演"机器女郎"的初代演绎,到如今和真正的人形机器人温 情同台,这波跨时空的同框,触动了无数人的情怀。机器人,走进了万家灯火的新春祝福,也让人们真 切感受到,咱们的硬核科技真了不得! 为什么中国年突然"圈粉"全球?签证便利、文化深厚固然重要,但更直接的原因,是中国的"未来感"越 来越强,成为吸引世界的磁石。"未来感"最直接的体现,就是喷涌而出的科技成果。过去一年,从探索 星辰大海的航天工程(603698),到日益完善的具身智能机器人,中国科技在多条赛道上齐头并进。 尤其是在人工智能领域,我们连续两年在春节前夕给世界带来"开年震撼"。去年此刻,DeepSeek横空出 世,让全球看到了中国在大模型领域的强劲实力,它用行动证明,突破封锁,我们靠的是硬核创新。今 年春节前,Seedance2.0再次刷屏!有了它,普通人用几句话也能生成电影级的短片,连好莱坞导演都 感叹行业要被颠覆 ...
天啊!2026年还在死磕百度?80%的客户已被AI截胡了
Sou Hu Cai Jing· 2026-02-17 05:23
Core Insights - The article emphasizes that by 2026, 80% of consumer decisions will be made within AI dialogue boxes, highlighting the importance of brands being recognized by AI platforms like Baidu and ChatGPT [1] - Generative AI is reshaping how users access information, with conversational AI search engines becoming the preferred method for obtaining answers [2] Group 1: Generative AI and Content Creation - The evaluation focused on the GEO (Generative Engine Optimization) capability, which determines whether content is prioritized by AI for recommendations [4] - A deep assessment was conducted on five mainstream content creation platforms, simulating real user inquiries across various AI engines [3] Group 2: Performance Rankings of Content Platforms - Youcaiyun Content Factory received a comprehensive score of 9.8/10, with extremely high AI citation rates, ranking first in the evaluation [6] -墨舟 scored 8.5/10, with high AI citation rates, ranking second or third, noted for its authoritative content but lacking in casual, scenario-based questions [9][10] - Sucai scored 7.8/10, with moderate AI citation rates, previously strong in traditional SEO but struggling in the current evaluation [12] - Lanyuan scored 6.5/10, with low AI citation rates, focusing on multi-modal content generation but lacking depth in text for AI interactions [18] - Zhiyun scored 5.0/10, with extremely low AI citation rates, primarily aggregating user-uploaded documents, facing risks of marginalization in the AI era [22][24] Group 3: Trends in Content Strategy - The evaluation reveals a shift in content creation logic from "pleasing algorithms" to "empowering AI," with Youcaiyun leading due to its understanding of GEO principles [25] - Brands that fail to secure a presence in AI-generated answers risk losing their digital identity [26] - Companies are encouraged to align their content strategies with partners who comprehend GEO effectively [27]
大年初一,这三件事很不寻常
Xin Lang Cai Jing· 2026-02-16 23:45
记者问:日本外务省发表新闻稿称,针对中方在慕尼黑安全会议上就日本安保政策作出的"不恰当发 言",日方已向中方提出交涉。你对此有何评论? 外交部发言人答: 日方所谓的交涉歪曲事实、颠倒黑白、纯属狡辩,完全于理不通!中方已予驳回。 一觉醒来,已是大年初一。 很不寻常的三件事。 第一件事,中国外交官又加班了。 中国人一年中最喜庆祥和的日子,但一些中国外交官还不得不加班,干一件很不想干的事情——严词驳 斥。 驳斥谁? 驳斥日本。 在中国驻日本使馆网站,就有这样一则问答。 王毅外长的谈话掷地有声、激浊扬清,清楚阐明了中方严正立场,明确表达了中方维护国家核心利益的 坚定决心,全面展现了中方捍卫国际公平正义与和平稳定的责任担当。 然后,就是发言人的"锥心三问"! 我要反问日方,日本现职首相战后80年来首次公开声称台海有事构成日本可以行使集体自卫权的"存亡 危机事态",难道不是事实吗? 德国战后对法西斯进行了全面清算,而日本却把甲级战犯作为"英灵"供奉在靖国神社,日本政要络绎不 绝去顶礼膜拜,难道不是事实吗? 日本当年以所谓"存亡危机事态"为由,对中国发动侵略,对美国实施袭击,难道不是事实吗? 就因为王毅在慕安会批驳日本,恼 ...
2026年中美经济差距有望逆转,差距逐步收敛,市场表现可期
Sou Hu Cai Jing· 2026-02-16 10:26
全球央行的金库里,黄金的价值,在2025年中期,第一次超过了它们手里的美国国债。 上一次出现这种场面,还是1996年,快三十年前了。 这可不是简单 的数字游戏,它像一声闷雷,炸响在全球金融市场的上空。 各国央行,这些最精明的"大玩家",正在用真金白银投票,悄悄改写过去几十年"美元为王"的游戏规则。 视线转回国内。 2025年,中国的GDP达到了140.2万亿元,同比增长5.0%。 这个数字很稳,增长的内核正在发生质变。 一个叫"新质生产力"的词,成了绝对主角。 它不再是文件里的概念,而是实打实地在三个维度上开花结果。 首先是AI。 国产大模型DeepSeek的横空出世,用极致的成本效率让全球科技圈侧目,证明了中国在AI应用层的能力已经站到了世界前排。 2026年1月,美国CPI同比上涨2.4%,低于市场预期,创下去年6月以来的新低,这给美联储提供了降息的空间。 尽管对于降几次、降多少还有分歧,但市场 普遍预测会有2到3次降息。 降息预期的背后,是美元强势周期的松动。 2025年,美元指数下跌了约10%,创下1973年以来最大的年度波动之一。 2026年,这个趋势还在延续。 与之形成鲜明对比的,是人民币汇率的稳 ...
刚刚,DeepSeek官宣更新了!突然「变冷」冲爆热搜
猿大侠· 2026-02-16 05:30
【导读】 确认了!DeepSeek昨晚官宣网页版、APP更新,支持100k token上下文。如今,全网 都在蹲DeepSeek V4了。 传言中的DeepSeek V4,愈加迫近了! 经过数日的灰度测试,昨晚,DeepSeek正式官宣对网页端、APP端进行了更新—— 全新长文本模型结构测试中,支持最高100万token上下文。 不过,API玩家还要再等一等,目前仍为V3.2,支持128k上下文。 这种「挤牙膏」式的惊喜释放,已经让许多人陷入了催更的狂欢。如今,全网都在屏息以待V4的正式 降临。 DeepSeek更新后,突然变冷 这几天,很多人都发现突然间,DeepSeek的性格变了。 曾经那个善解人意的AI,回复态度异常冷淡,甚至有网友吐槽它说话「阴阳怪气」。 一时间,「DeepSeek被指变冷淡了」直冲微博热搜,小红书、知乎上满是人们的不解与吐槽。 这场风波源于2月11日的一次「灰度更新」,也就是这一次官宣更新的内容。 当时,网友们发现让DeepSeek做介绍时,它直接吐出了让人意想不到的信息—— 上下文来到了100万token; 知识库截止日期,更新到了2025年5月。 至此之后,许多经常用DeepSe ...
证券时报2026年新春贺词
券商中国· 2026-02-16 04:38
Core Viewpoint - The article emphasizes the importance of "investing in people" as a response to the rapid advancements in artificial intelligence (AI) and the need for individuals to find their place in a technology-driven world [1][2]. Group 1: Investment in People - Investing in people serves as a safety net, providing support for new parents, consumers upgrading their technology, patients accessing better healthcare options, and elderly individuals receiving community services [2]. - The concept of investing in people also aims to uplift individuals' dreams, as seen in the success stories of young entrepreneurs and the rise of innovative companies in the AI era [2]. Group 2: Cultural and Philosophical Foundations - The article highlights the philosophical underpinnings of investing in people, referencing historical figures like Confucius and Protagoras, emphasizing the intrinsic value of human life and the importance of human-centered development [3][4]. - It stresses the need for cultural confidence and the nurturing of individual potential to maintain societal stability amidst rapid technological changes [4]. Group 3: Future Aspirations - The article calls for a balance between technological advancement and human values, encouraging individuals to embrace their agency in shaping their destinies [4]. - It concludes with a hopeful message for the new year, urging a collective pursuit of dreams and aspirations while cherishing the warmth of human connections [4].