China’s DeepSeek-led AI revolution could boost financial sector profit by up to 13%: UBS

UBS预测,中国人工智能技术的突破,特别是DeepSeek的出现,将通过大幅降低劳动力成本,显著提升对AI依赖度高的金融行业的利润。瑞银证券的金融分析师曹刚表示,生成式AI每降低10%的劳动力成本,券商行业的净利润可能增长8%,保险行业则可能增长13%。

瑞银预计,今年券商和保险类股票的估值将分别上涨高达21%和18%。曹刚认为,AI具有根本性的颠覆作用,尤其是在对大型语言模型依赖度高的岗位上。DeepSeek-R1是杭州一家初创公司于1月20日发布的开源推理模型,其能力可与OpenAI、Anthropic和谷歌的模型相媲美,但训练成本显著降低,引发了广泛关注。尽管目前生成式AI在各行业的应用率低于10%,但金融机构的使用案例在2023年和2024年已占总量的37%。

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Chinese media echoes Xi’s speech on private sector with flurry of editorials

China's state media outlets are strongly backing the private sector, echoing President Xi Jinping's recent supportive statements. Editorials in prominent publications like the People's Daily highlight the private economy's vital role in China's modernization and high-quality development, emphasizing the government's commitment to unwavering support, equal competition, and legal protection.

These editorials extensively reference Xi's speech, reinforcing the message that the government's policies toward the private sector are integral to China's socialist system and represent a long-term commitment. A commentary in the same newspaper praised the "innovative spirit" of private enterprises and their potential to contribute to technological innovation, sustainable development, and the digital economy as China enters a stage of high-quality development.

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Malaysia’s Johor-Singapore SEZ gets US$150 million boost from Hong Kong battery maker

Gold Peak Technology Group将成为柔佛-新加坡经济特区(JS-SEZ)的首批投资者之一,计划投资约1.5亿美元在柔佛建设新工厂,以扩大在中国大陆以外的生产。此举旨在应对全球不确定性,并利用JS-SEZ的机遇拓展全球市场。

Gold Peak是首家使用Invest Johor和UOB联合推出的“绿色通道”倡议的公司,该倡议旨在加速投资者进入该经济特区。该公司计划在柔佛建立一个集制造、研发于一体的新工厂,并已签署意向书。Gold Peak高管表示,除了平衡生产以避免过度集中于中国市场外,地缘政治不确定性也是其向外扩张的重要原因,此举有助于缓解相关问题。

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PolyU head confident of securing approval to run Hong Kong’s third medical school

香港理工大学校长邓锦光表示,对该校获得政府批准开办香港第三所医学院“充满信心”,理由是该校在医疗保健教育方面拥有坚实的基础。邓锦光是在该校理事会主席表示,希望即将到来的政府预算案中,大学的潜在资金削减不会过于剧烈时发表上述言论的。

邓锦光指出,理大已经开设了许多与医疗保健相关的课程,如物理治疗、眼科、医学实验室科学、放射学和护理学。此外,该校还拥有1300多名与医学相关的教学和研究人员,以及可以支持医学院启动的实验室。理大在提供医疗保健教育方面拥有45年的历史,并为医疗保健行业培养了5万名毕业生,这是一个坚实的基础。

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Consensus Hong Kong: regulators seek ‘global liquidity’ in crypto, roll out road map

香港监管机构表示,香港正积极争取成为虚拟资产行业的“全球流动性”中心。在香港举办的全球加密货币大会Consensus上,香港证监会(SFC)表示,香港正在制定监管框架,以促进负责任的创新,并吸引全球流动性。此前,SFC已向总部位于纽约的Bullish颁发了虚拟资产交易平台牌照,使其成为首家在香港获得该牌照的国际加密货币交易所。

Consensus香港会议由Bullish子公司CoinDesk组织,标志着自Bullish在2023年收购CoinDesk以来,该领先加密货币会议的首次重大扩张。与会议同期,SFC公布了一项包含十二项举措的新路线图,旨在“面向未来”地发展香港的虚拟资产生态系统。该框架旨在扩大产品供应,充当传统金融的桥梁,并“吸引全球平台、订单流和流动性提供商”,尽管监管机构也指出,香港的虚拟资产市场目前在范围上仍然受到限制,影响了投资者的选择。

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Taiwan’s marine corps to rebuild brigade with modern coastal mission

台湾正在重组海军陆战队,以提高其沿海打击能力,应对来自中国人民解放军日益增长的压力。此次重组将参照美国海军陆战队濒海作战团模式,组建新的77旅,旨在打造一支更敏捷、更现代化的部队。

据报道,77旅曾于2013年解散,此次将重新组建,并配备远程精确打击武器,类似于美国海军陆战队使用的武器。一位不愿透露姓名的军方人士表示,此次调整是台湾领导人赖清德旨在实现台湾防卫结构现代化的指示的一部分,第一阶段的重点是海军陆战队。前海军上校姜新彪表示,新成立的旅必须具备远程打击能力。

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China’s subsea data centre could power 7,000 DeepSeek conversations a second: report

中国建成一个水下数据中心,其计算能力足以支持每秒7000次与DeepSeek的对话。这个数据中心通过利用海水冷却,提高了计算效率,同时节省了土地、淡水和电力。该项目由深圳海兰云数据中心科技有限公司运营,旨在为人工智能模型训练、游戏制作和海洋科学研究提供强大的计算支持。

这个水下数据中心位于中国最南端的海南岛附近,新增的数据舱进一步增强了其计算能力,相当于30000台高端游戏电脑同时运行。与传统的计算机相比,该集群可以在一秒内完成需要一年才能完成的任务。此外,该项目的推出正值中美科技竞争加剧之际,DeepSeek凭借其低成本高效能的AI模型,上个月在全球范围内引起了广泛关注。

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Henderson offers 63 flats in Eight Southpark at discount amid warming Hong Kong market

Hong Kong property developers are increasingly offering new projects at discounted prices to capitalize on improving market sentiment amid a significant supply glut. Henderson Land Development, for example, is selling the first units of its Eight Southpark project in Kowloon City at an average price of HK$17,388 per square foot, approximately 10% cheaper than comparable properties in the area.

This trend follows New World Development's successful sale of all units at its State Pavilia project after pricing them at a substantial discount, energizing buyers and signaling a potential market upturn. Other developers like Wang On Properties are also offering significant discounts, with their Coasto project in Ap Lei Chau priced 36% lower than a comparable project launched last year. The recent surge in Hong Kong’s Hang Seng Index has further incentivized buyers to enter the property market.

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Mainland blockbuster Ne Zha 2 to hit Hong Kong, Macau screens on Saturday

《哪吒2》将于本周六在香港上映,此前因发行商纠纷而延期。这部动画电影是2019年上映的《哪吒》的续集,在全球范围内已获得123亿元人民币的票房收入,其中包括中国大陆的票房,使其成为全球票房最高的动画电影,超过了皮克斯的《头脑特工队2》。

为了配合电影上映,香港的一些购物中心也推出了促销活动以吸引顾客。例如,新鸿基地产将在其观塘的Apm购物中心和大埔超级城推出促销活动,消费满1000港币的顾客将获赠两张《哪吒2》的电影票。据大陆媒体报道,该片在香港和澳门的上映是在中国电影管理局的指导下,以及中央政府驻香港联络办公室和香港特区政府有关部门的有力协调下安排的。

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EU slaps more sanctions on Russia ahead of Ukraine war’s third year

EU envoys have approved a new round of sanctions against Russia, scheduled to take effect next week, coinciding with the third anniversary of Russia's full-scale invasion of Ukraine. This marks the 16th package of measures imposed by the EU, including travel bans, asset freezes, and trade restrictions, targeting over 2,300 officials and entities since the conflict began.

The latest sanctions aim to crack down on Russia's "shadow fleet" of ships, which are allegedly used to circumvent restrictions on the transport of oil, gas, and stolen Ukrainian grain. Approximately 70 vessels suspected of being part of this fleet will be added to the existing list of sanctioned ships. The formal endorsement by EU foreign ministers is expected on Monday, after which the sanctions will officially enter into force, despite Europe being sidelined from US-led peace talks.

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Jimmy Lai trial: Hong Kong judges query prosecution’s claims on protest violence

Three Hong Kong judges have expressed skepticism regarding the prosecution's arguments in Jimmy Lai's national security trial, pointing out a seeming contradiction in their claims about his stance on protest violence. The judges questioned whether Lai was attempting to incite violence to gain international support, or avoiding condemning violence to maintain that support, as the prosecution has argued.

During the trial, prosecutors argued that Lai, the founder of Apple Daily, strategically avoided condemning radical protesters during the 2019 anti-government protests to both incite violence and maintain international backing. However, the judges highlighted Lai's previous statements suggesting he believed violence would actually undermine international support, creating a contradictory picture of his intentions.

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China’s AI-driven robots are ‘evolving at an incredibly fast pace’: Unitree CEO

China's humanoid robot industry is expected to make significant advancements this year, driven by rapid developments in artificial intelligence. According to Wang Xingxing, CEO of Unitree Robotics, these robots, which resemble humans in shape, are likely to see widespread adoption in China's service and industrial sectors within the next one to two years. Wang expressed surprise at the accelerated pace of AI-driven robot evolution, anticipating a "whole new level" for humanoid robots by the end of the year.

Wang's comments followed a symposium with President Xi Jinping, who pledged strong support for private companies and urged entrepreneurs to contribute significantly to the country's development. The progress of Chinese tech start-ups like Unitree and DeepSeek has garnered international attention, boosting investor confidence and leading economists to revise upwards their economic growth projections for China. This surge in AI development, exemplified by companies like DeepSeek, is seen as a key factor in China's economic expansion.

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DeepSeek faster, cheaper: innovation speeds processing of long text 10 times, paper says

Chinese AI start-up DeepSeek has developed a new "native sparse attention" (NSA) method that significantly speeds up and reduces the cost of processing long texts for next-generation language models. The technology, detailed in a paper by CEO Liang Wenfeng and his team, achieves up to an 11-fold increase in processing speed by training AI to focus on key information rather than analyzing every word.

The NSA method combines algorithmic innovations with hardware improvements to enhance efficiency without compromising performance. This advancement could greatly improve AI's capabilities in solving complex problems, writing extensive programs, and maintaining context in lengthy conversations. DeepSeek's announcement on X followed the release of xAI's Grok 3 model, highlighting the ongoing advancements in AI technology.

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Taiwanese quiet as Ukraine’s fate hangs in balance amid US-Russia talks

Despite high-level negotiations between the US and Russia regarding the war in Ukraine, Taiwan's reaction has been largely indifferent. These talks, held in Riyadh, have sparked concerns about potential shifts in US foreign policy and the implications for global security, particularly in Ukraine and Europe.

The muted response in Taiwan stems from more immediate domestic concerns, such as US tariffs on Taiwanese semiconductor products and the island's own defense spending. The negotiations, initiated after a call between Trump and Putin, exclude key stakeholders like Ukraine, NATO, and European representatives, adding to the complexity and uncertainty surrounding the situation. Trump's controversial demand for Ukraine to provide rare earth minerals in exchange for US military aid further underscores the potential for significant shifts in the dynamics of the conflict.

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Fans of late Taiwan actress Barbie Hsu reflect on cherished moments, remember her kindness

台湾女演员兼电视主持人徐熙媛(Barbie Hsu),又名“大S”,近期因流感引发肺炎在日本去世,引发了粉丝们对她美好回忆的涌现。 许多人回忆起她温暖的个性和鼓舞人心的话语,以及她对他们生活产生的深刻影响。

一位台湾女性讲述了多年前与徐熙媛的一次偶遇。当时她坐在男友的摩托车后座上哭泣,他们的摩托车正在繁忙的十字路口等红绿灯。旁边一辆汽车里的女士摇下车窗,向她的男友挥舞着一包纸巾,鼓励他安慰她。“那是大S!”这位女士回忆道。

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CreateAI, once a self-driving star known as TuSimple, cuts 100 people in Guangzhou

CreateAI, formerly known as TuSimple, is laying off approximately 100 employees in Guangzhou and preparing for dissolution and liquidation of its Guangzhou subsidiary. The company, which delisted from the Nasdaq last year after going public in 2021, informed employees of the decision via email on Monday, following forced leave for "internal investigations" last week.

The layoffs come shortly after CreateAI rebranded and shifted its focus from self-driving technology to video game and film production, a move made in response to internal disputes and the high costs associated with autonomous driving development. Employees have also reported not receiving their January salaries and being offered minimal compensation in exchange for signing a resignation agreement, leading to widespread dissatisfaction and a refusal to sign.

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Hong Kong police seize HK$76 million of drugs hidden in paint tins, plush toys

香港警方查获价值7600万港元的疑似氯胺酮和可卡因,逮捕四人。毒品藏匿在合法商品中,其中两人被承诺提供免费旅行和高达5万港元的现金奖励而招募。

警方在本周两次行动中查获毒品,包括藏匿在近1500罐油漆中的疑似氯胺酮。毒贩被认为使用油漆罐掩盖非法药物的气味。为了逃避打击,犯罪集团会引诱不同的人在贩毒链中扮演不同的角色,进行详细的分工,例如租用仓库、走私、运输和出国走私少量毒品。据悉,三名被捕嫌疑人每人被支付了1万至5万港元,用于拆包或走私毒品。

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Council overseeing estate of Hong Kong’s Nina Wang to be set up by quarter end

香港已故富豪龚如心的1400亿港元遗产托管委员会预计下月成立,这标志着长达十年的法律纠纷可能结束,并有望实现龚如心的遗愿。香港律政司司长林定国表示,已开始物色合适的委员会成员,负责确保遗产用于慈善事业和公共服务。

该委员会预计将落实龚如心遗嘱中的一项重要愿望,即设立“一个基金和一个具有世界意义的中国奖项,类似于诺贝尔奖”。自2015年终审法院裁定时任律政司司长和华懋慈善基金需要制定计划以实现龚如心的遗愿以来,法律程序已持续多年。上个月,林定国已任命范徐丽泰、任志刚和郑恩基等担任监管机构成员,负责处理受托人的运作。

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Indonesia aims to create its version of DeepSeek in bid to become AI hub

印尼正积极开发本土化、低成本的AI模型,目标是追赶东南亚科技强国的步伐。该项目由总统Prabowo Subianto的经济顾问牵头,旨在建立一个开源的大型语言模型(LLM),类似于中国的DeepSeek。

该项目团队正在努力打造一款能够用印尼语和英语进行对话的聊天机器人,预计下月初将向总统展示。印尼希望通过这种数字化转型提高国家效率,尽管具体投入成本尚未公开,但据称“并不昂贵”。DeepSeek此前发布的R1聊天机器人声称,其能力与OpenAI的ChatGPT相当,但投资成本远低于后者。

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Can Bangladesh’s Yunus overcome legacy of Sheikh Hasina’s rule and deliver reform promises?

Bangladesh的临时政府面临多重挑战,包括通货膨胀上升和司法、政治、经济改革的延迟,主要原因是持续的治安问题。此外,被推翻的Awami League可能重组也引起了越来越多的担忧,而临时政府承诺的选举日期仍未确定,这让民众感到沮丧和焦虑。

专家和内部人士警告说,在Hasina执政的15年里蓬勃发展的人正在考虑卷土重来。一位不愿透露姓名的高级政府官员表示,一部分公务员正在破坏临时领导人Muhammad Yunus的改革议程,因为过去十几年,该系统一直依赖于保持Awami League的执政地位,许多人被赋予了不受约束的权力,导致各部门普遍存在腐败。

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