AAAI被公认为全球AI学术界的顶级会议，其录用论文代表了相关领域的前沿水平与未来趋势。据悉，AAAI 2026共收到来自全球的投稿近2.9万篇，其中来 自中国的研究贡献占比近三分之二，竞争空前激烈。最终整体录用率仅为17.6%，可谓优中选优。360此篇论文能够在计算机视觉、机器学习、自然语言处 理等热门研究方向汇聚的数万篇投稿中胜出，充分体现了其研究的前沿性、原创性与坚实的技术价值。 HyperGLLM ：重新定义终端威胁检测的 AI 范式 该论文直击终端安全核心挑战—如何从海量、交织的事件中精准捕捉高级威胁。为此，团队创新性地提出了 "HyperGLLM"框架，首次将超图 （Hypergraph） 的复杂关系推理能力与大语言模型（LLM）的语义理解优势相结合，为终端行为分析开辟了新路径。 【环球网科技综合报道】1月20日，第40届AAAI人工智能大会（AAAI-26）在新加坡开幕。在投稿量激增、录用率再创历史新低的激烈竞争中，由360集团 创始人周鸿祎领衔，联合360集团首席科学家、数字安全CTO潘剑锋博士团队（含彭敏博士等多位成员）及清华大学共同完成的论文《HyperGLLM：一种通 过超图增强大语言模 ...

周鸿祎在演讲中重点阐述了"智能体经济"这一概念。他指出，随着智能体能力的提升，人类使用软件和 互联网的方式将发生根本性变革。 首先，互联网将分化为"两个互联网"。一个是服务于人类的互联网，用于信息消费和娱乐；另一个是服 务于智能体的互联网，用于高频的数据交互与任务执行。未来的网站和APP可能不再主要面向人类设 计，而是作为智能体调用的底层工具库。人类只需下达意图，智能体即可跨平台自动完成复杂的交互与 交易。 其次，智能体将重塑电商与服务业形态。传统的"人找货"模式将转变为智能体代理模式。例如，在电商 场景中，用户只需明确目标，智能体即可自动完成比价、下单、支付等全流程。这将导致大量交易发生 在智能体之间（Agent-to-Agent），而非人与屏幕之间。 新浪科技讯 1月26日下午消息，在近日举行的2026崇礼论坛上，360集团创始人周鸿祎发表名为《从大 模型到百亿智能体时代——AI进化新路径》的主题演讲。他预判，2026年全球将迎来"百亿智能体"时 代，而中国有能力把握住这一战略机遇。 周鸿祎指出，2024年是行业追逐大模型的一年，而2025年则是转型升级期。大模型虽然具备通用能力， 但更多呈现为"聊天机器 ...

360集团创始人周鸿祎日前发表名为《从大模型到百亿智能体时代——AI进化新路径》的主题演讲，预 判2026年全球将迎来"百亿智能体"时代，而中国有能力把握住这一战略机遇。 同时，周鸿祎透露，三六零（601360）近期将正式发布一款"短剧智能体"，用户输入剧本即可生成漫剧 大片，从而大幅降低影视内容创作的门槛，赋予普通人生产力。 周鸿祎构建了"电力—算力—智力+人力—生产力"的"五力模型"。他分析称，电力虽然经过算力芯片转 化为通用算力，但如果无法解决具体问题便会陷入"算力过剩"的假象；智能体正是将通用算力转化为 能"干活"的"专用智力"的关键枢纽。这一转化过程必须依赖行业专家将特有的"隐性知识"与"潜规则"注 入模型，在人的设定与监督下，让智能体具备解决实际痛点的能力，从而真正打通从能源基础到新质生 产力的价值闭环。 周鸿祎说，中国拥有强大的电力基础设施、完备的工业体系以及DeepSeek、通义千问等优秀的开源模 型生态，完全有能力把握百亿智能体时代的战略机遇。他呼吁企业构建"AI原生"文化，让拥抱AI的人进 化为"超级个体"，同时必须守住安全红线，防范群体智能可能带来的风险，推动中国经济高质量发展。 周鸿祎 ...

在近日举行的2026崇礼论坛上，360集团创始人周鸿祎发表名为《从大模型到百亿智能体时代——AI进化新路径》的主题演讲。他深度剖析了人工智能从"大 模型"向"智能体"演进的产业逻辑，预判2026年全球将迎来"百亿智能体"时代，而中国有能力把握住这一战略机遇。此外，周鸿祎透露，360近期将正式发布 一款"短剧智能体"，用户输入剧本即可生成漫剧大片，从而大幅降低影视内容创作的门槛，赋予普通人前所未有的生产力。 关键词阅读：360 周鸿祎 智能体 责任编辑：栎树 周鸿祎在演讲中重点阐述了"智能体经济"这一概念。他指出，随着智能体能力的提升，人类使用软件和互联网的方式将发生根本性变革。 首先，互联网将分化为"两个互联网"。一个是服务于人类的互联网，用于信息消费和娱乐；另一个是服务于智能体的互联网，用于高频的数据交互与任务执 行。未来的网站和APP可能不再主要面向人类设计，而是作为智能体调用的底层工具库。人类只需下达意图，智能体即可跨平台自动完成复杂的交互与交 易。 其次，智能体将重塑电商与服务业形态。传统的"人找货"模式将转变为智能体代理模式。例如，在电商场景中，用户只需明确目标，智能体即可自动完成比 价、下单、支付 ...

Core Viewpoint - The strategic cooperation between Tianjin Water Group and 360 Digital Security Group aims to enhance digital transformation in water management through AI and cybersecurity solutions, aligning with national strategies for "Digital China" and "Smart Water Management" [3][5]. Group 1: Partnership Details - Tianjin Water Group and 360 Digital Security Group signed a strategic cooperation agreement to focus on AI empowerment, cybersecurity system construction, smart water IoT platforms, and the development of vertical models in water management [3][5]. - The partnership is based on the principle of "complementary advantages and collaborative win-win," aiming to build a secure operation center and promote the digital transformation of water services [3][5]. Group 2: Strategic Importance - The collaboration is seen as a significant step in integrating "water management and digital security," establishing a benchmark in the industry and reinforcing the digital security framework for urban water services [7]. - This initiative is expected to inject new momentum into the high-quality development of smart water services and support Tianjin's goal of becoming an international consumption center [7].

Core Viewpoint - The A-share technology sector is experiencing fluctuations, particularly in AI applications, AI agents, and internet e-commerce, with notable adjustments in stock performance [1] Group 1: Market Performance - The largest AI ETF in the Shanghai market, AI ETF (515070), saw a decline of 0.84% during trading, while its constituent stocks like 360 increased by over 4% [1] - Stocks such as Deepin Technology, iFlytek, and Lianqi Technology showed significant gains, whereas companies like Zhongke Xingtou and Yonyou Network faced notable declines [1] Group 2: AI Developments - Google has launched a new AI model, "MedGemma 1.5 4B," designed for medical applications, which features improved accuracy compared to its predecessor and can operate locally [1] - The model is capable of reading and analyzing medical records in both text and image formats, providing reasoning capabilities [1] Group 3: Industry Insights - Xiangcai Securities highlights that the acceleration of AI application commercialization is a key driver for sustained demand for computing power [1] - The growth in demand is attributed to the commercialization efforts of overseas giants like OpenAI and the rapid evolution of domestic large model capabilities [1] - A breakthrough in domestic computing power capacity is expected by 2026, with growth opportunities in advanced manufacturing processes and key components like liquid cooling and optical modules [1] Group 4: ETF Composition - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting stocks that provide technology, foundational resources, and applications in the AI sector [2] - The top ten weighted stocks include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Cambricon Technologies [2]

Group 1 - The core point of the article highlights the recent decline in the stock price of 360 Security Technology Co., Ltd., which fell by 5% to 13.11 CNY per share, with a trading volume of 5.001 billion CNY and a turnover rate of 5.32%, resulting in a total market capitalization of 91.764 billion CNY [1] - 360 Security Technology Co., Ltd. is based in Beijing and was established on June 20, 1992, with its listing date on January 16, 2012. The company specializes in the research and development of internet security technology, design, development, and promotion of internet security products, as well as commercial services related to internet advertising, value-added services, and smart hardware [1] - The company's main business revenue composition includes 92.00% from internet and smart hardware business, 6.63% from security business, and 1.37% from other supplementary services [1] Group 2 - From the perspective of major fund holdings, only one fund under China Merchants Fund has a significant position in 360, specifically the China Merchants CSI Software ETF (159899), which increased its holdings by 195,500 shares in the third quarter, totaling 1.3267 million shares, accounting for 3.73% of the fund's net value, ranking as the seventh largest holding [2] - The China Merchants CSI Software ETF (159899) was established on June 18, 2021, with a latest scale of 402 million CNY. Year-to-date returns are at 19.3%, ranking 63 out of 5,531 in its category; the one-year return is 45.75%, ranking 1,611 out of 4,215; and since inception, the return is 7.1% [2] - The fund manager of the China Merchants CSI Software ETF is Liao Yuzhou, who has been in the position for 3 years and 163 days, managing total assets of 1.736 billion CNY, with the best fund return during his tenure being 32.72% and the worst being -33.44% [2]

Core Insights - The event highlighted the structural contradiction in China's talent market, where there is a significant talent gap in AI and cybersecurity, with a projected shortage of over 3.27 million cybersecurity professionals and more than 5 million AI professionals by 2025, leading to a supply-demand ratio of 1:10 [3] - The traditional education system is identified as a key factor contributing to this talent mismatch, with six major constraints including outdated curriculum, traditional teaching methods, insufficient faculty, a singular evaluation system, lack of real-world scenarios, and poor supply-demand alignment [3] - 360 Digital Security Group introduced an AI education comprehensive solution aimed at bridging the gap between education and industry, focusing on three dimensions: educational informatization and intelligence, talent cultivation and industry-education integration, and urban talent training centers [3][4] Educational Informatization and Intelligence - 360 focuses on six typical scenarios: AI teaching assistants, AI learning aids, AI management, AI examination, AI research, and AI services, developing products like intelligence public opinion models and AI knowledge bases to enhance educational quality [4] - The company proposes an innovative "model governance" concept to address new security risks arising from AI applications, ensuring a secure transition from informatization to intelligent education [4] Talent Cultivation and Industry-Education Integration - 360 aims to co-build "AI + Industry Colleges," providing comprehensive services from curriculum development to skills certification, allowing students to gain practical experience in real industry settings [4] - The establishment of urban talent training centers is planned to create unified standards and certification systems for AI and cybersecurity talent, facilitating smoother talent flow between industries and educational institutions [4] ADE Certification System - The newly launched Artificial Intelligence Engineer Certification System (ADE) serves as a critical component of the AI education solution, focusing on aligning with industry needs and enhancing employability [5] - The ADE system offers tiered empowerment for students and professionals, aiming to strengthen foundational technical skills for students and upgrade the software application capabilities of existing professionals [5] - The certification has become a key reference for talent recruitment within 360, establishing it as a preferred qualification for both campus and social recruitment [5] Overall Impact - The initiatives by 360 are positioned as a response to the dual challenges of high unemployment among graduates and recruitment difficulties faced by companies, aiming to create a win-win situation for education quality, precise employment, and rapid industrial development [6]

Group 1 - The software leading ETF (159899) has seen a net inflow of funds for three consecutive trading days, accumulating a total scale of 290 million yuan [1] - This ETF closely tracks the CSI Software Index, covering leading companies in various segments such as basic software, application software, and industrial software, with AI application-related concepts accounting for 35% of its weight [1][2] - The top ten holdings in the index include companies like Tuowei Information and Kingsoft Office, which are expected to benefit from the industry boom driven by AI technology [1] Group 2 - The AI application sector is experiencing a new wave of technological breakthroughs and ecosystem construction, highlighted by the launch of new features in the Qianwen APP, which has surpassed 10 million monthly active users within two months of its launch [2] - Ant Group has also introduced a new product called "Wuli," further expanding the AI application ecosystem [2] - Policy support is evident, with recent publications emphasizing the importance of application-driven development in the AI industry, and successful AI implementations in regulatory systems showcasing its potential in governance [3] Group 3 - Significant progress in technological self-innovation is marked by the collaboration between Zhipu and Huawei to open-source the first multi-modal SOTA model trained on domestic chips, indicating a breakthrough in AI infrastructure [3] - Market analysis suggests a shift in algorithm mechanisms from pursuing "traffic" to building "trust," which may lead to a systematic re-evaluation of content value from official media and professional publishing companies [3] - As domestic large models penetrate multiple scenarios, the AI application sector is entering a phase of accelerated industrialization [3]

Group 1 - The core viewpoint of the news highlights the significant surge in the A-share software sector, with the Software 50 ETF (159590) experiencing a rise of over 5% and attracting more than 270 million yuan in investments over two days [1][4] - On January 13, a government action plan was released to promote the high-quality development of industrial internet platforms, aiming to cultivate over 450 influential platforms and achieve over 120 million industrial device connections by 2028, with a platform penetration rate exceeding 55% [3] - Major components of the Software 50 ETF saw substantial gains, including a rise of over 8% for Yonyou Network, over 7% for Tonghuashun and Zhongke Xingtu, and over 6% for 360 [4][5] Group 2 - The AI industry is experiencing a continuous increase in popularity, with significant advancements in capital, application, and technology. Notably, two leading general model companies, Zhipu and MiniMax, successfully listed on the Hong Kong Stock Exchange, reflecting strong market recognition for the AI sector [6] - The integration of AI into various fields is accelerating, with AI for Science emerging as a new research paradigm and the rise of Generative Engine Optimization (GEO) emphasizing high-quality content in model outputs [6] - Securities firms predict that 2026 will be a pivotal year for AI applications, driven by continuous improvements in model capabilities, decreasing computing costs, and accelerated monetization processes [7]