Core Viewpoint - The company leverages its 360 security browser with an average monthly active user base of nearly 400 million to reshape the entire chain of intelligent marketing through AI, enhancing customer conversion efficiency [1] Group 1: AI and Marketing Strategy - The company utilizes the "360 Smart Brain" and "360CV" large model capabilities to intelligently generate titles, copy, images, and video content, optimizing advertisement display formats and increasing click-through rates [1] - The self-developed user intent understanding model intelligently mines potential user needs, matching supply and demand, and works alongside "smart landing pages" and other intelligent conversion tools to automate the entire process from reach, interest guidance to conversion [1] Group 2: Advertising Efficiency - The comprehensive automation significantly enhances advertising conversion efficiency, helping clients achieve both precise marketing and improved performance goals [1]

他认为，AI产业的发展动力将发生根本性转移。过去行业拼的是"谁家模型更博学"，而2026年，企业将 不再频繁训练大模型，而是通过"推理应用"直接"雇佣"AI解决实际问题。这一转变将引发连锁反应：首 先，AI芯片市场"英伟达一家独大"的单极格局将被打破，形成"英伟达主导训练，多家厂商分食推理"的 双轨产业格局。专用推理芯片（ASIC）将凭借成本优势在细分场景快速渗透。其次，制约发展的核心 瓶颈将从算力芯片转向稳定充足的电力供给，全球科技竞争将升级为"能源大战"。 中证报中证网讯（记者 王婧涵）1月9日，360集团创始人周鸿祎在个人微博账号发布《2026年AI全景预 测：迈向百亿智能体时代的20个发展趋势》表示，如果说2024是"大模型之年"，2025是"智能体之年"， 那么2026年将被定义为"百亿智能体之年"。百亿级智能体将全面融入经济社会，竞争焦点将从"比拼参 数"转向"比拼落地"。 另外，周鸿祎认为，智能体将替代APP成为服务核心入口，个人与商家的智能体可直接谈判、交易。这 要求建立全新的硅基规则体系，包括智能体身份认证、区块链合约及"AI原生保险"等金融创新。伴随能 力提升，AI安全从"选修课"变为"生 ...

Core Insights - The year 2026 is predicted to be defined as the "Year of Hundred Billion Intelligent Agents," with a shift in AI competition focus from "parameter comparison" to "practical application" [1] - AI industry dynamics will fundamentally change, with a move towards "reasoning applications" that directly employ AI to solve real-world problems, leading to a significant increase in demand for computing power [1][2] - The chip market is expected to transition from a single-dominant player (NVIDIA) to a dual-track model, emphasizing both training and diverse reasoning capabilities [1] Infrastructure and Market Dynamics - The demand for reasoning tasks is projected to grow by "hundred-fold" in the short term, surpassing the scale and growth of training computing power [1] - The energy supply will become the core bottleneck, leading to an escalation in global technological competition characterized as an "energy war" [1] - China's early advantage is highlighted through the "East Data West Calculation" national project and its green power capabilities [2] Model Evolution and Open Source - The evolution of AI models is expected to transition from "static tools" to "continuously evolving systems," with a new paradigm of "general foundation + industry specialization + reasoning evolution" [2] - Chinese open-source models, such as DeepSeek and Tongyi Qianwen, are becoming central to the global AI ecosystem, creating a "siphoning effect" on global intellectual resources [2] - The shift towards open-source AI is democratizing technology, particularly benefiting countries involved in the "Belt and Road" initiative [2] Social Integration and Workforce Changes - By 2026, AI is anticipated to develop mature long-term memory capabilities, evolving into a personal "second brain" and becoming an extension of human consciousness [2] - The integration of "silicon-based digital employees" into the workforce will lead to a mixed team of carbon-based and silicon-based entities, resulting in a flatter organizational structure [2] - Companies that can effectively translate industry know-how into AI-learnable knowledge will establish a significant competitive moat [2] Economic and Security Implications - The integration of hundred billion intelligent agents into the economy will rewrite business rules and security boundaries, marking a third leap in human commerce towards an "automated economy among intelligent agents" [3] - AI will replace apps as the core service entry point, necessitating the establishment of silicon-based regulatory frameworks, including identity verification and blockchain contracts [3] - AI security will transition from an elective concern to a critical priority, requiring the development of fully traceable systems and maintaining human oversight in key decision points [3]

Group 1 - The Zhipu AI concept index rose by 4.54%, ranking 6th among concept sectors, with 62 stocks increasing in value [1] - Leading stocks in the Zhipu AI sector included Yidian Tianxia, which surged by 20%, followed by BlueFocus, Jinxiandian, and Yaxin Security, which rose by 14.08%, 12.87%, and 12.45% respectively [1][2] - The sector experienced a net inflow of 3.87 billion yuan from main funds, with 48 stocks receiving net inflows, and 13 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top three stocks by net inflow were Yidian Tianxia with 732 million yuan, BlueFocus with 722 million yuan, and 360 with 336 million yuan [2] - The net inflow ratios for leading stocks included Jinxiandian at 17.12%, Boyan Technology at 14.91%, and Yidian Tianxia at 11.92% [3] - The overall performance of the Zhipu AI concept was supported by significant trading volumes, with Yidian Tianxia achieving a turnover rate of 31.68% [3]

Group 1: AI and Marketing Trends - The shift from traditional SEO to GEO (Generative Engine Optimization) is highlighted as a long-term growth opportunity in the context of AI search becoming the main entry point for information retrieval [2][3] - Traditional SEO is facing systematic decline as search algorithms transition from keyword matching to generative reasoning, leading to a change in traffic distribution from "click-driven" to "citation-driven" [2][3] - Leading marketing companies are advancing their GEO strategies at the technical, product, and organizational levels, validating the feasibility of this new approach [2][3] Group 2: Market Performance and Developments - The software 50ETF index shows positive performance with significant gains from companies like Zhongke Xingtou (up over 11%), Aerospace Information (up over 5%), and Tonghuashun (up over 3%) [4] - The establishment of a new company, Hanxiang Xingyu Technology, is noted, which focuses on smart UAV manufacturing and AI public data platforms, indicating growth in the AI and aerospace sectors [4] Group 3: AI in Manufacturing - The "AI + Manufacturing" policy aims to address bottlenecks in industrial software and promote the integration of AI into core manufacturing processes [5][6] - The market for AI applications in Chinese manufacturing is projected to grow significantly, with an expected market size of 141 billion yuan by 2025, up from 56 billion yuan in 2023 [6] - The revenue from industrial software products in China is expected to exceed 500 billion yuan by 2029, driven by the implementation of supportive national policies [6]

Core Viewpoint - The proposal by Zhou Hongyi, founder of 360, to establish a data circulation security infrastructure platform has been recognized as a significant initiative for ensuring the high-quality development of China's digital economy [1][2]. Group 1: Proposal Details - The proposal titled "Constructing a Data Circulation Security Infrastructure Platform to Safeguard the High-Quality Development of Digital China" was included in the 2025 annual good proposal list by the National Committee of the Chinese People's Political Consultative Conference [1]. - Zhou highlighted three major shortcomings in current data security governance: isolated protection modes leading to "information islands," lack of unified security standards causing resource waste, and absence of cross-industry and cross-region coordination mechanisms to address complex threats [1]. Group 2: Recommendations - The proposal suggests three key recommendations: 1. Build a data circulation security infrastructure platform to eliminate "information islands" and establish a comprehensive security monitoring mechanism [1]. 2. Create unified security standards to regulate access, data desensitization, and ensure controlled circulation throughout the process [1]. 3. Develop a multi-entity collaborative operation system to integrate resources from regulatory bodies and data supply and demand sides for dynamic lifecycle management [1]. Group 3: Industry Impact - The implementation of the proposal is expected to further unlock the value of data elements and solidify the security foundation for the high-quality development of the digital economy [2].

Group 1 - The software development sector experienced a slight increase of 0.41% on January 8, with *ST Huike leading the gains [1] - The Shanghai Composite Index closed at 4082.98, down 0.07%, while the Shenzhen Component Index closed at 13959.48, down 0.51% [1] - Notable gainers in the software development sector included *ST Huike with a closing price of 21.66, up 14.06%, and Zhongcheng Technology with a closing price of 24.62, up 12.32% [1] Group 2 - The software development sector saw a net outflow of 920 million yuan from institutional investors, while retail investors contributed a net inflow of 805 million yuan [2] - Major stocks with significant net inflows from retail investors included Jiuxi Software with 302 million yuan and Daily Interaction with 217 million yuan [3] - Conversely, stocks like Jiuxi Software and Star Ring Technology experienced notable net outflows from institutional investors, indicating varied investor sentiment [3]

Core Viewpoint - The proposal by Zhou Hongyi, founder of 360 Group, focuses on constructing a data circulation security infrastructure platform to support the high-quality development of digital China, addressing core pain points in data circulation security [1][2][3] Industry Growth - The establishment of the National Data Bureau and the implementation of foundational systems are leading to explosive growth in China's data factor market, with the national data market transaction scale expected to reach 160 billion yuan in 2024, representing a year-on-year growth of over 30% [1][2] - The on-site market transaction scale has doubled, indicating a significant increase in data circulation activities [1][2] Security Challenges - As data circulation scales expand, security challenges are becoming increasingly severe, with Zhou identifying three major shortcomings in current data security governance [3] - Many market entities adopt isolated protection models, leading to "information islands" and weak overall situational awareness [3] - There is a lack of unified security construction and operational standards across regions, resulting in resource waste due to redundant investments [3] - The absence of cross-industry and cross-regional coordination mechanisms makes it difficult to respond to complex threats such as APT attacks [3] Proposed Solutions - Zhou's proposal includes three key recommendations to address the identified pain points [2][3] - Construct a data circulation security infrastructure platform to break down "information islands" and establish a comprehensive security monitoring mechanism [2][3] - Develop unified security standards to regulate access certification, data desensitization, and ensure controlled circulation throughout the process [2][3] - Create a multi-entity collaborative operation system to integrate resources from regulatory bodies and data supply and demand sides, achieving dynamic lifecycle management [2][3]

Group 1 - The core event was the "2025 National Standardization Committee Artificial Intelligence Subcommittee General Meeting and Standard Week," where key achievements were announced, including the first batch of pilot units for the "Intelligent Agent Interconnection Protocol" [1] - 360 Group, along with 27 other organizations including Huawei, Tsinghua University, and China Telecom, received qualifications as the first batch of pilot application units [1] - The evolution of artificial intelligence is shifting from large models to intelligent agents, which are seen as "virtual space robots" that can execute tasks and drive industrial revolution [1] Group 2 - 360 Group has established an "All in Agent" core strategy for 2025, launching the world's first L4-level multi-agent swarm and a platform for building and operating enterprise-level intelligent agents [2] - The company focuses on dual-driven development of "AI + Security," enhancing security capabilities to address challenges faced by government and enterprise users during their intelligent transformation [2] - 360 Group has introduced a proactive protection system and released the industry's first "Large Model Security White Paper," establishing a systematic framework for addressing AI-related risks [2]

Group 1 - The core viewpoint of the article highlights that the company, 360, is advancing its AI search capabilities through the development of a nano AI super search agent, which enhances traditional search boundaries and AI tool limitations [1] - The company has restructured and upgraded its underlying technology to provide a more intelligent service, featuring a full-process automation capability that includes understanding intent, automatic planning, task decomposition, tool invocation, execution, and result delivery [1] - In the realm of commercial advertising, the company leverages its self-developed 360 Smart Brain model and 360 CV model to create an AI-driven intelligent marketing paradigm that enhances customer conversion efficiency [1] Group 2 - The company has developed a large model for text and image creative generation, which can intelligently produce titles, copy, images, and video content, optimizing ad display formats and increasing click-through rates [1] - Through its self-developed user intent understanding model, the company can intelligently mine potential user needs, accurately match products with users, and utilize smart conversion tools to achieve a full-process automation from reach to conversion [1] - This approach aims to assist clients in achieving both precise marketing and improved effectiveness, thereby fulfilling dual objectives [1]