Group 1 - Lei Jun, the founder of Xiaomi, addressed the controversy surrounding "small font marketing," stating it is an industry habit that needs to be changed, emphasizing the importance of legal compliance while acknowledging the need for clearer communication with consumers [3][4] - Xiaomi plans to standardize product annotations using larger fonts in the future, aiming to improve clarity and consumer understanding [4] - In a recent live stream, Lei Jun revealed that Xiaomi's automotive division aims to deliver over 410,000 vehicles by 2025, with the Xiaomi YU7 model becoming the best-selling mid-to-large SUV for four consecutive months [5][7] Group 2 - BMW China announced a systematic price adjustment for 31 key models starting January 1, 2026, with the highest price drop reaching 300,000 yuan, reflecting a long-term strategy rather than a short-term price war [11][12] - The flagship electric model i7 M70L saw a price reduction from 1.899 million yuan to 1.598 million yuan, a decrease of approximately 16%, while the iX1 eDrive25L's price dropped by 24% [12] - The automotive industry is experiencing significant shifts, with multiple companies reporting their sales figures for 2025, indicating a competitive landscape [7] Group 3 - OpenAI is reportedly working on multiple AI hardware projects, including a pen-shaped device and portable audio equipment, aiming to create an ecosystem of products rather than a single offering [9][10] - The new audio model being developed by OpenAI is expected to provide more natural and expressive responses, enhancing user interaction with AI devices [10] Group 4 - Elon Musk announced that Neuralink plans to begin large-scale production of brain-machine interface devices in 2026, with a focus on simplifying the surgical process for implantation [16][18] - The company aims to enable users to control computers directly through neural signals, with previous successful trials involving a limited number of patients [18] Group 5 - Microsoft CEO Satya Nadella emphasized that 2026 will be a pivotal year for AI, marking a transition from initial exploration to widespread application, with a focus on reshaping human-AI relationships and engineering paradigms [27][29][30] - Nadella highlighted the need for AI to demonstrate tangible positive impacts in the real world to gain societal acceptance [30]

Group 1 - Italy's antitrust authority AGCM has concluded its investigation into DeepSeek, accepting binding commitments from the company to improve disclosures regarding the risks of AI "hallucinations" [2][3] - The investigation was initiated in June 2025 due to DeepSeek's failure to warn users about the potential for generating false information [2] - DeepSeek's commitments include measures to enhance the clarity, transparency, and timeliness of information related to hallucination risks [3] Group 2 - DeepSeek operates under two companies based in China and has no branches in other countries, providing AI services to non-professional users in Italy [3] - The company launched DeepSeek Chat in Italy on November 2, 2023, and plans to release the DeepSeek App globally on January 15, 2025, although the app was removed from Italian app stores due to the investigation [3] - Since its launch, DeepSeek has gained significant popularity, with 145 million monthly active users in China by Q3 2025, making it the second-largest AI application domestically [3] - DeepSeek leads globally in open-source large model usage, with a cumulative call volume of 14.37 trillion tokens from November 2024 to November 2025 [3]

北京时间1月6日早五点，英伟达CEO黄仁勋在CES 2026开幕前的 keynote 演讲中，用90分钟为全球科技产业描绘了一幅激进且完整的未来图景。 在这场信息密度极高的演讲中，他不仅宣告人工智能的发展重心正从纯粹的"数字智能"迈向与物理世界交互的"物理AI"新纪元，更以一系列开源重器—— 从世界模型Cosmos、自动驾驶系统AlphaMio到新一代AI芯片架构Vera Rubin——展示了英伟达作为全栈巨头的野心：即为这个新时代构建从底层芯片、基 础设施到顶层模型与应用的全部基石。 当AI时代的算力需求正无限放大，英伟达仍在通过对计算平台的极限升级，试图吃下这个庞大的数字世界算力基座。 摘要： "Rubin 的到来恰逢其时，因为训练和推理的 AI 计算需求正在激增。" DeepSeek带来的启示，开源是创新主引擎 演讲伊始，黄仁勋便以历史性的视角定调感慨："每隔10到15年，计算行业就会发生一次平台迁移。"他强调，当前我们正同时经历两大迁移：一是应用转 向以AI为核心构建；二是整个软件开发和运行范式被重塑——从"编程"转向"训练"，从CPU转向GPU，从执行预编译代码转向实时生成内容。 "这意味着过去十年 ...

Core Insights - The rise of open-source models has become a catalyst for global innovation in the AI industry, as highlighted by NVIDIA CEO Jensen Huang during a presentation in Las Vegas [1][1] - The introduction of Deepseek R1 has unexpectedly driven transformation across the industry, showcasing the rapid advancements in open-source model performance [1][1] - Several open-source models are emerging globally, with their capabilities increasingly approaching those of leading frontier models [1][1] - The presentation featured images of multiple open-source models, including three from China: Kimi K2, Qwen, and Deepseek V3.2 [1][1]

Group 1 - The core viewpoint of the article highlights the significant progress in the AI industry over the past year, emphasizing the rise of open-source models as a catalyst for global innovation [1] - NVIDIA's CEO Jensen Huang noted that the emergence of the Deepseek R1 model has unexpectedly driven transformation across the industry [1] - Multiple open-source models are now emerging globally, with their performance increasingly approaching that of leading large models [1] Group 2 - The presentation showcased several open-source models, including three from China: Kimi K2, Qwen, and Deepseek V3.2 [1]

资讯所属栏目还有更多独家策划、专家专栏，免费查阅>> 软件ETF（159852）跟踪中证软件服务指数，前十大权重股分别为科大讯飞、金山办公、同花顺、指南 针、恒生电子、拓维信息、润和软件、三六零、软通动力、深信服，权重合计超60.89%。 软件ETF（159852）当前管理费率为0.50%（每年），托管费率为0.10%（每年），没有股票账户的投资 者还可以通过联接基金（012619.OF，012620.OF，021861.OF）布局板块投资机遇。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 市场1月5日消息，据上交所数据显示，今日上证指数再度站上4000点，截至14:05，上证指数上涨 1.32%，中证软件指数上涨3.41%，个股方面，合合信息涨超7%，科大讯飞涨超6%，指南针、同花顺等 涨超3%。热门ETF方面，软件ETF（159852）涨3.36%。 消息面上，DeepSeek近日发布论文，阐述了一种更为高效的人工智能开发方法。该论文由创始人梁文 锋参与撰写，提出了名为"流形约束超连接"（mHC）的框架。作者称，该框架旨在提升可扩展性，同 时降低训练先进人工 ...

21世纪经济报道记者周慧 北京报道 "十年来，长江经济带优良水质比例从67%提升到96.5%，地区生产总值翻了一番多、占全国比重从42.2%提升到47.3%，实现了保护和发展的相互促进、相 得益彰。"王昌林表示。 图：发布会现场 拍摄：周慧 王昌林还表示，十年来，横贯东西、承接南北、通江达海的优势在长江经济带持续释放，开放长江活力更加澎湃。长江水系高等级航道由0.8万公里增加到 1.1万公里，干线港口货物吞吐量增长71%、达到42亿吨、稳居世界内河第一。推进高水平对外开放，中欧（亚）班列、西部陆海新通道高质量建设，沿江9 个自贸试验区联动发展。 1月5日，国新办举行新闻发布会介绍长江经济带发展十年工作进展和成效，国家发展改革委副主任王昌林表示，十年来，科技创新和产业创新在长江经济带 加快融合，创新长江动能更加强劲。 "我们坚持把科技创新作为主动力，持续推进上海（长三角）国际科技创新中心和武汉、成渝地区区域科技创新中心建设，积极培育壮大新兴产业和未来产 业。"王昌林表示，长江经济带创造出"人造太阳"亿度千秒运行、靶向抗癌药等一批处于世界先进水平的科技成果，涌现出DeepSeek、宇树科技等一批具有 国际竞争力的 ...

Group 1: Capital Market Insights - Global markets showed overall recovery during the New Year holiday, with Hong Kong's Hang Seng Index rising 2.7%, marking the strongest start in over a decade [2] - The Chinese yuan continues to appreciate, breaking the 7 mark, benefiting Chinese assets due to a weaker dollar and stable economic fundamentals [2] - Major brokerages remain optimistic about the A-share market, predicting a sustained bull market into 2026 [2] - A total of 71 new funds are scheduled for issuance in January, with 44 launching in the first trading week [2] Group 2: Industry Highlights - AI sector sees renewed attention with DeepSeek introducing a new AI model architecture that significantly reduces computing power requirements while enhancing efficiency [4] - The low-altitude economy is set to grow, with Shanghai aiming for a core industry scale of approximately 80 billion yuan by 2028 [4] - The film industry is projected to reach a box office of 51.83 billion yuan by 2025, with a year-on-year growth of 21.95% [4] - The real estate market in Beijing has seen increased viewing and transaction volumes since the implementation of new policies, with daily new home sales rising significantly [4] Group 3: Company Developments - Baidu plans to spin off Kunlun Chip for an IPO, with Goldman Sachs estimating its valuation at up to $16.5 billion, leading to a 10% surge in Baidu's Hong Kong shares [6] - BYD's electric vehicle sales have surpassed Tesla for the first time, with BYD selling 2.25 million units, a 28% increase year-on-year, while Tesla's deliveries are projected to decline by 8.6% to 1.64 million units in 2025 [6] - Ningde Times has repurchased 15.99 million shares for a total of 4.386 billion yuan [7] - DreamNet Technology has partnered with Shenzhou Liuhe to develop heavy-duty drone products [7]

Group 1 - In 2026, China's commercial space sector is set to witness multiple new rocket launches and recovery challenges, marking a significant development in the country's space ambitions [1] - The "Fifteen Five" plan is initiating a new phase for China's space exploration, including manned lunar missions and the Chang'e 7 mission aimed at finding evidence of water ice on the Moon [1] Group 2 - Emerging market stocks have had a strong start in 2026, reaching their highest level since 2021, driven by optimism around Asia's rising position in artificial intelligence [2] - The MSCI Emerging Markets Index rose by 1.7% on the first trading day of the year, while technology stocks surged by 2.8% due to excitement over new listings and technological advancements [2] Group 3 - DeepSeek has introduced a more efficient AI development method through a new framework called "manifold-constrained hyperconnection" (mHC), aimed at enhancing scalability and reducing computational and energy demands [3] - The next flagship system, R2, is expected to be launched around the Chinese New Year in February [3] Group 4 - The digital renminbi app has been upgraded to version 2.0, enhancing user experience and consolidating wallet access for managing digital currency assets [4] - Since its launch in January 2022, the app has undergone 54 iterations to improve functionality [4] Group 5 - China's "artificial sun" experiment has made breakthroughs in overcoming density limits in nuclear fusion, providing crucial physical evidence for high-density operation in magnetic confinement fusion devices [5] - The findings were published in the international journal "Science Advances" [5] Group 6 - CITIC Securities forecasts that the A-share bull market will continue in 2026, with expectations of a fluctuating upward trend but with slower growth rates [6] - Investors are advised to focus on fundamental improvements and sectoral shifts, particularly in resource commodities as a new investment direction [6] Group 7 - The first "embodied intelligence dataset" has been successfully listed and traded on the Jiangsu Data Exchange, marking a significant milestone in the trading of such datasets nationwide [7][8] Group 8 - In 2025, China approved 76 innovative drugs, significantly surpassing the 48 approved in 2024, setting a new record [9] - The total value of innovative drug licensing transactions exceeded $130 billion, with over 150 deals completed, also a historical high [9] - Among the approved drugs, 80.85% of chemical drugs and 91.30% of biological products were domestically developed [9] Group 9 - CITIC Securities predicts that the quantum computing industry will experience high compound growth, with the global market expected to grow from approximately $5 billion in 2024 to around $800 billion by 2035 [10] - The upstream sector is relatively mature, while the downstream sector shows significant growth potential, projected to increase from $2.7 million in 2024 to $2026.7 million by 2035 [10] Group 10 - China's largest all-vanadium flow battery energy storage station has achieved full-capacity operation, with a rated power of 200,000 kW and a storage capacity of 1 million kWh [11] - The facility is expected to enhance the utilization rate of associated photovoltaic power stations by over 10% annually, potentially generating an additional 230 million kWh of clean electricity [11]

Core Viewpoint - Sinopec's South China Company has raised the listing price of xylene by 100-150 yuan/ton to 5800 yuan/ton, indicating a tight supply and strong demand in the spot market, which is favorable for spot prices [1][4]. Group 1: Price Adjustment - The new listing prices for xylene are as follows: Guangzhou Petrochemical, Maoming Petrochemical, and Zhongke Refining all execute at 5800 yuan/ton [1][4]. - The price increase reflects a broader trend of tightening supply in the market, which is expected to support higher prices [2][5]. Group 2: Market Implications - The price adjustment is likely to boost bullish sentiment in the futures market, particularly for PX futures, which have a settlement price of 7190 yuan/ton for contract 2609 [2][5]. - The increase in xylene prices may lead to a positive outlook for related commodities, as the market responds to the supply-demand dynamics [2][5]. Group 3: Pricing Mechanism - The pricing mechanism used by the business community is based on big data and a pricing model, which generates a benchmark price for transactions [2][5]. - The pricing formula includes an adjustment coefficient (K) and a premium/discount (C) that accounts for logistics costs, brand price differences, and regional price differences [3][6].