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社会要闻 S o c i e t y ◆全国首个应对疟疾、结核病及病毒等全球健康疾病挑战的AI制药平台正式发布 12月11日，记者从全球健康药物研发中心（GHDDI）获悉，其正式发布由中国自主研发、实现药物研发全流程智能设计的AI平台“AI孔明”。“AI孔明”为全国首个聚焦应对疟疾、结核病及病毒等全球健康疾病挑战的开放式AI制药平台，旨在显著提升从靶点发现到临床候选药物的研发效率与成功率，尤其是加速结核病、疟疾等全球健康重点领域的新药研发。（界面新闻） ◆哪吒卡牌一年卖出一个亿 12月10日消息，《2025闲鱼卡牌年度报告》发布，显示今年前三季度卡牌交易规模同比增长21%，行业保持稳健增长态势。集换式卡牌和球星卡等高价格带卡牌交易额涨超84%，卡牌消费走向高端化。国潮IP卡及影视综三次元卡牌表现突出，哪吒卡牌一年卖出一个亿，影视综卡牌订单量同比提升130%。（腾讯网） ◆报告：预计到2030年中国培育钻石市场规模将超千亿元 12月6日消息，《2025培育钻石产业发展报告》在河南郑州举行的2025培育钻石产业大会上发布。报告称，预计到2030年，中国培育钻石市场规模将超千亿元。据该报告，截至目前，全球培育钻石毛坯产能约4000万克拉，中国产能约2520万克拉，占比约63%，中国是全球培育钻石生产核心力量。（中新网） ◆机构：10月全球半导体销售额同比激增33%，总额达713亿美元 据美国半导体行业协会（SIA）的最新数据，10月全球半导体销售额同比激增33%，总额达713亿美元（约合人民币5040亿元），其中DRAM（动态随机存取存储器）销售额同比飙升90%。分析认为，这背后的最大助推力是，人工智能（AI）推动需求激增，大量行业产能转向用于AI加速器的高带宽内存（HBM），导致用于标准DRAM和3D NAND的晶圆产出减少。当前全球AI基础设施建设热潮正在造成存储芯片等关键投入品短缺，或将推动2026年DRAM均价持续上涨。Counterpoint Research预计，先进和传统存储芯片价格将在2026年初可能再涨20%。（格隆汇） ◆《疯狂动物城2》周边彻底卖爆了，部分品类销量飙升670% 近期电影《疯狂动物城2》引发观影狂潮。电影热度持续攀升，也带火了周边产品。在全球小商品集散地浙江义乌，《疯狂动物城2》联名的公仔、挂件、毛绒包等周边产品持续热销，多款商品出现“排单排到几个月后”的火爆景象。有经营户介绍：“仓库里《疯狂动物城2》的周边产品都没存货了，基本一下线就马上发给客户，订单已经排到明年4月份。”有平台数据显示，在电影上映第一周，“疯狂动物城”相关关键词搜索量就环比增长了225%，其中玩具乐器品类表现亮眼，整体销量环比增长670%。（央视财经） 大厂动态 C o m p a n y ◆摩尔线程势不可挡：上市5天狂飙723%，离千元股仅差60元 作为“国产GPU第一股”，摩尔线程在登陆科创板后的短短五个交易日内，正在以惊人的涨幅重新定义市场的估值逻辑与造富效应。截至12月11日，摩尔线程股价在午后进一步走高，收盘录得最高价941.08元，单日涨幅达28.04%。目前公司总市值已攀升至4423亿元，股价距离千元大关仅差6.26%，约60元的差距。若以114.28元的发行价计算，该股上市以来累计涨幅已达723%。（华尔街见闻） ◆马斯克、黄仁勋、李飞飞在列，《时代》周刊年度人物致敬AI缔造者 12月11日，《时代》周刊公布了2025“年度人物”：正在构建、设计和塑造人工智能，以及传播这项技术的商业大咖和幕后科学家。《时代》周刊称，今年是人工智能全部潜力真正轰然显现的一年，它触及了我们生活的方方面面，从经济到教育。“AI的缔造者们”为了开启“思考型机器”的时代、让全人类惊叹亦忧虑、改变当下并突破可能性的界限。 该杂志将围绕这一主题发行两个封面，一个是正在锻造中的巨型字母AI，另一个是受1932年经典摆拍照片《摩天大楼上的午餐》启发而作的人工智能界著名人物群像：Meta的扎克伯格、AMD的苏姿丰、xAI的马斯克、英伟达的黄仁勋、OpenAI的奥特曼、DeepMind的哈萨比斯、Anthropic的阿莫迪，以及斯坦福科学家李飞飞。（界面新闻） ◆“杭州六小龙”之一的群核科技发布空间智能开放平台 群核科技12月9日首次发布空间智能开放平台Aholo，公司CEO陈航表示，“当AI开始迈向三维世界，需要空间智能的‘卖水人’。”记者现场获悉，Aholo将陆续开放空间重建、空间生成、空间编辑、空间理解等群核底层空间智能能力，最终可应用于3D空间创作、影视短剧、工业孪生、机器人仿真等领域。（财联社） ◆星矢·紫金港科技孵化器：星矢孵化器未来的主场，目前已有华大基因系、浙大系、西湖大学的创业创新团队申请入园！欢迎各方优秀的人工智能、生命健康科创项目和创客们来实地相看，全流程落地匹配的服务团队已在此恭候哦 ◆喜茶一年关店超650家，关联公司过半分支机构被注销 12月11日，喜茶关店超600家受到关注，在社交媒体引发大量讨论。据极海品牌监测数据，2024年10月，喜茶全国总门店数为4610家；至2025年10月，门店总数减少至3930家，一年间门店净减少680家。另据壹览商业统计数据，至2025年10月，喜茶门店总数为3903家，较去年同期的4614家减少711家，同比降幅达15.41%。极海品牌监测数据显示，10月份，上海、重庆等一线城市也有喜茶门店关闭。早在2025年2月，喜茶就通过公司内部全员邮件形式发布《不参与数字游戏与规模内卷，回归用户与品牌》，宣布暂停加盟申请，不做低价内卷。（新浪财经） ◆智元第5000台人形机器人量产下线！合伙人王闯：已经具备批量出货能力 智元机器人12月8日宣布第5000台通用具身智能机器人量产下线，并对外展出了公司位于上海临港工厂的约500台人形机器人产品。据智元机器人合伙人、高级副总裁、通用业务部总裁王闯介绍，“第5000台产品下线，代表着公司已具备批量出货能力，后续公司的人形机器人出货量也将很快达到5000台。”（新浪科技） ◆玛莎拉蒂降至30万+级，北京仅剩一家4S店 有着“超跑皇后”之称的玛莎拉蒂，如今正走向关店和降价。近日，记者多次走访后发现，玛莎拉蒂在北京的三家4S店仅剩一家营业。在售的格雷嘉等车型以40%的幅度降价清库存，莱万特、吉博力等主力车型相继停产后，燃油车出现断档。这背后是玛莎拉蒂全球销量的几近腰斩，中国市场份额也缩水至8.2%。在此背景下，公司管理层两年三换，却并未改善业绩下滑的趋势。业内人士指出，超豪华品牌的核心竞争力在于稀缺性与溢价能力，无序降价会固化“廉价豪车”标签，更会损害品牌价值根基。事实上，玛莎拉蒂早年就因“微商神车”标签透支品牌形象，如今又面临产品力的全面掉队：电动化转型滞后，智能化配置与国产高端车型差距显著，未来或将不可避免地走向平民化。（北京商报） ◆2.69亿，春雨医生被收购 近日，知名移动医疗服务平台春雨医生，以2.69亿元的价格被收购。12月5日，港股物业管理服务上市公司国锐生活（00108.HK）宣布，将以2.69亿元的价格收购北京春雨天下软件有限公司78.3%的股份，主要通过发行代价股份及部分现金支付，收购属须予披露交易，需股东批准及相关监管许可。国锐生活方面表示还将收购春雨医生剩余部分股份，正在与相关股东进行磋商。国锐生活主营物业开发与管理。 ◆夸克AI眼镜二手溢价飙到5000元 夸克AI眼镜S1在多渠道频频“上架即售罄”。发货周期已被拉长至45天，而在二手交易市场，现货价格更是被炒到4000-5000元。天猫、抖音、京东等主流电商平台显示，夸克AI眼镜S1均处于售罄状态。（搜狐） ◆豆包手机二手价被炒到3.6万元 近日，豆包和中兴旗下努比亚合作开发的AI手机努比亚M153技术预览版工程机，一经发布就迅速引发市场关注。据蓝鲸新闻，在闲鱼等二手平台，该手机被炒至500-1000元不等的官方购机F码（优先购买资格），目前已基本消失。据购机者反映，由于该F码的最迟购买期限已于12月7日截止，如今已无法通过购买F码在官方渠道购机，这也意味着所有购机需求全面转向二手机交易。受此影响，该机型在闲鱼上价格持续攀升。12月10日，界面新闻查阅闲鱼平台发现，这款手机大部分全新未拆封版本报价3999到4999元不等，最高报价36000元。平台上还衍生出日租金50至79元不等的短期租赁业务，出租该款手机使用。（界面新闻） 酷炫科技 Technology ◆岚图发布旗舰轿车追光L，售价27.99万起 12月11日消息，岚图汽车发布全新旗舰轿车岚图追光L，新车推出Max与Ultra两个版本，售价分别为27.99万元和30.99万元。岚图追光L定位中大型插混轿车，搭载全域800V智能超混系统，匹配5C超充与63 kWh大容量电池组，同时标配智能四驱。新车全系配备“华为全家桶”智能生态，包括乾崑智驾ADS 4与鸿蒙座舱5，并采用百万级底盘配置，面向能效、驾控与智能化体验的全面升级。（央广网） ◆华为新一代鸿蒙电脑发布 12月11日，鸿蒙PC产业峰会上，华为发布新一代鸿蒙电脑华为擎云HM740，支持升级至鸿蒙电脑企业版Beta操作系统，并配备70Wh（额定容量）电池，为华为迄今续航最长的笔记本电脑。（凤凰网） ◆谷歌与XREAL联合发布Project Aura 在12月9日举行的The Android Show上，谷歌首次公布了智能眼镜Project Aura产品和Android XR系统的关键细节，该产品被定位为迄今为止最完整、最接近Android XR理想形态的硬件样本。据悉，Project Aura采用XREAL自研X1S芯片，将于2026年正式面向市场。（钱江晚报） ◆全球限量300台，长城坦克300极地版于12月11日上市 12月8日消息，据长城汽车坦克SUV官方，坦克300极地版于12月11日正式上市。新车已在上个月的广州车展上开启预订，全球限量300台。（IT之家） 以上：）周末愉快，下期再见 星矢STARX 点分享 点点赞 点在看

When asked by MobiHealthNews to highlight what most surprised them in 2025, healthcare executives pointed to a year marked by volatile policy shifts, rapid AI acceleration and unexpected industry turns. From Medicaid cuts and a rise in uninsured patients to expanding GLP-1 demand and use cases, the leaders collectively painted a picture of a sector at a pivotal inflection point. Here’s what was said regarding the most noteworthy surprises of the year: Anu Sharma, founder and CEO of Millie So much happened in 2025 – the passage of OBBBA [One, Big, Beautiful Bill Act] accompanied by deep Medicaid cuts, the rise of AI across every sector of the industry, the GLP-1 drug wars, the mainstreaming of menopause, the rise of consumerism seen clearly through the trend of longevity, DPC [direct primary care] models and ICHRA plans. Plus, the shock moment when Unitedhealthcare CEO Brian Thompson was shot in broad daylight on a NYC sidewalk. My overall take is that we are still making sense of all of it, but the healthcare world is in agreement that "change is in the air" and we will see lasting effects for many years to come. A few things that have surprised me include the increasing attention and reliance on ChatGPT and TikTok as health intervention and education tools, as they have little basis for evidence and can increase the spread of misinformation. Additionally, I am surprised to see a lack of understanding from patients that their premiums may rise under individual coverage health reimbursement arrangements (ICHRA) as the Affordable Care Act markets grapple with an increase in enrollment following Medicaid cuts and the ongoing rise in medical costs. I urge industry leaders and stakeholders to pay more  attention to this impact and not just the individual choice benefits. Shannon West, chief strategy officer for Datavant There have been a few big happenings this year. Most notably, CMS’ Health Tech Ecosystem creates a new path for collaboration between government and industry to solve data sharing and empower patients. The increasing use of ambient and AI is changing care delivery and patient engagement while driving organizations to consider new ways to reduce costs and improve operations. Punit Singh Soni , CEO of Suki I was surprised by the insane valuations for companies in our space this year driven by investor euphoria and FOMO when the game is such a long-term play. Neil Patel, head of ventures at Redesign Health The biggest surprise was Epic’s decision to partner with Microsoft, effectively competing with their anointed AI Scribe partner, Abridge. This announcement, coupled with an extensive AI product roadmap making the rounds, reignited a pre-pandemic conversation in the digital health industry about health systems taking an "Epic first" approach, but this time, for AI. Stephen Smith, cofounder and CEO of NOCD I was most surprised by how quickly AI overviews transformed the search landscape. Over the last 12 months, people have radically changed how they use search engines like Google, and the platforms themselves have evolved just as fast. This shift is forcing everyone to rethink SEO, content strategy and even how they measure engagement. The speed of adoption has been remarkable, and it is reshaping the entire digital ecosystem faster than most of us expected. Cindy Jordan, CEO of Pyx Health This year, we saw major policy decisions implemented that are already reducing access to care and negatively affecting the health of millions of Americans. Most consequential was the One Big Beautiful Bill Act, which has already reduced SNAP benefits and increased strain on the healthcare industry. These challenges will intensify in 2026 as additional provisions of the bill roll out. Specifically, new eligibility requirements for Medicaid and the Affordable Care Act plans are expected to increase the number of uninsured individuals. The result is a healthcare system being asked to do more with less, forcing payers and providers to meet rising demand with fewer resources. Roland Rott, president and CEO of Imaging at GE HealthCare One of the most noteworthy events of 2025 was the rapid expansion of AI’s utility – beyond simply enhancing individual images – for use in integrating multimodal patient data from disparate systems. We witnessed the remarkable speed of AI adoption in imaging, with hospitals and imaging centers quickly integrating AI features that help improve reconstruction, automate segmentation and enhance diagnostic confidence. These innovations enhance how clinicians approach disease diagnosis and progression, particularly in oncology, enabling more strategic and tailored treatment plans. This was significantly boosted by the major momentum observed in molecular imaging and theranostics, which are beginning to redefine how we diagnose and treat cancer. Equally transformative were the changes in business models, with healthcare notably shifting from selling devices to providing complete outcome-driven solutions that combine hardware, software and analytics. The speed at which regulatory bodies, like the FDA, have cleared or approved a record number of AI solutions also signaled a pivotal moment, also showing growing recognition of AI’s potential for clinical utility across broad applications. Ashley Beecy, chief AI officer at Sutter Health The biggest takeaway from this year is how AI in healthcare has moved from buzz to results-focused, risk-tolerant growth. One example of that, in addition to being a noteworthy development in 2025, is how research has illustrated how ambient artificial intelligence platforms show promising results decreasing the burden of clinical documentation for healthcare providers. We’ve seen the dramatic impacts, and we’re just scratching the surface of what is possible with these platforms. In fact, our teams anticipate continued growth in AI tools dedicated to supporting clinicians in 2026. Kara Egan, founder and CEO of Teal Health GLP-1s continue to dominate conversations, and for many reasons outside of just losing weight. The conversation has revolved around cost and access and really shines a light on people’s appetite to take on more care themselves, in their own home. We are seeing this with cervical cancer screenings, too. Women are self-scheduling virtual visits to discuss hormone therapy for menopause treatment. People are showing that when given access and if convenient, they take action. Ellen Rudolph, cofounder and CEO of WellTheory One of the most consequential moments of the year came in August when the Gates Foundation announced a US $2.5 billion commitment through 2030 to accelerate research and innovation in women’s health globally. It was a sweeping investment that spanned maternal health, gynecological and menstrual health, contraception, sexual health and a wide range of conditions that have historically been profoundly under-researched. The scale of the commitment – and the explicit acknowledgment that women’s health has been systematically underfunded for decades – sent a powerful signal to the entire healthcare ecosystem. It reframed women’s health as a global innovation priority, not a philanthropic niche, and catalyzed a broader reallocation of capital and scientific attention toward areas that directly impact the lives and economic participation of millions of women worldwide. Matt Cybulsky , managing director of healthcare at Catalant No week, quarter or year goes by with AI that is not full of hard left turns – 2025 was no stranger. A few things come to mind: DeepSeek's global debut and their R1 model's release earlier this year and the possibility of healthcare integration into lower cost applications, mostly in Asia, showed us that a powerful and high-performing AI was perhaps not relegated to the build and resource constraints of larger firms. From a value perspective, it signaled a global shock of what is possible, but our sense of competition and expectations in the U.S. is high, including the accuracy and rigor of such tools in application – no matter the cost. Anthropic's valuation at $60 billion (although having far surpassed this at the end of 2025) was a surprise then, but no longer. As we experience what is possible with these tools, we see models becoming strategically embedded in the future for development of pharma, diagnostic support, safety and quality, and patient management. With their growing list of major partners (and those of OpenAI, Google and more) the healthcare impacts alone will leave $60 billion in the rearview mirror.

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