Guan Cha Zhe Wang

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产学医媒四方会诊:AI的价值是“有用”而非“万能”
Guan Cha Zhe Wang· 2025-07-30 09:42
大模型,如何从"无所不能"走向"无处不在"?从科研、医疗到工业、金融,当人工智能(AI)的浪潮拍 向千行百业的堤岸,我们迎来的,是生产力的真正革命,还是一场喧嚣的泡沫? 7月28日,在中国信通院承办的 WAIC 2025 "大模型智塑全球产业新秩序" 论坛上,来自上海人工智能实 验室、复旦大学附属中山医院、上海大学、第一财经等不同领域的实践者,围绕 AI 如何真正改变行业 展开了坦诚交流。 对话中,嘉宾们的观点交锋,却共同指向一个核心共识:AI落地的关键不在于模型参数的继续膨胀, 而在于对行业痛点的精准把握和对人的深刻理解。 例如,乔宇提出"模型落地需在通用性、专用性、经济性中寻求平衡"、卢春来提出"AI医疗服务的对象 首先是'人',其次才是'疾病'"、曾丹提出"AI的应用将从'单点替代'走向对业务流程的'深度重塑'"、姚 学润提出"衡量一项 AI技术价值,其核心标准在于'有用性'"…… 从技术极客的算力竞赛,到产业实践的价值创造,人工智能的"下半场"已经开启。更多关于AI如何重塑 各行各业的深度洞察,请欣赏↓ 回顾大模型再进阶:突破、趋势与与应用示范 主持人:中国信通院人工智能研究所-魏凯 魏凯:乔宇所带领 ...
国产AI算力的“阶跃”时刻
Guan Cha Zhe Wang· 2025-07-30 09:26
(文/观察者网 张广凯) 沐曦陈维良、天数智芯盖鲁江、燧原赵立东、壁仞张文,四家国产算力芯片领军企业的创始人同台对 话,即使不是第一次,也是非常罕见的一幕。 更耐人寻味的是,这一幕出现在大模型企业阶跃星辰的发布会上。 7月25日,作为今年世界人工智能大会的一部分,阶跃星辰在上海发布了新一代SOTA级的多模态推理 大模型Step 3。 作为著名的"多模态卷王",如果说Step 3本身的模型能力已经不会太让人意外,那么这次发布会上更大 的惊喜,来自于其对国产芯片的强大适配能力——据介绍,Step 3在国产芯片上的推理效率最高可达 DeepSeek-R1的300%。 同日,阶跃星辰联合近10家芯片及基础设施厂商发起"模芯生态创新联盟",首批成员包括华为昇腾、沐 曦、壁仞科技、燧原科技、天数智芯、无问芯穹、寒武纪、摩尔线程、硅基流动等。 阶跃星辰的名字来自数学中的"阶跃函数",这个函数常用来描述从0到1的突然跳变。当英伟达H20都面 临"断供"风险,国产算力今年已经成为大模型企业的必选项。这个趋势当然不仅仅归功于阶跃星辰,但 国产模芯生态确如"阶跃函数"一样正在快速跃迁。 当模型和芯片变成一个系统 自从今年初Deep ...
转化率超过泳池?充电桩正悄悄改写酒店“必选项”
Guan Cha Zhe Wang· 2025-07-30 09:13
Group 1 - The core viewpoint of the articles highlights the increasing importance of electric vehicle (EV) charging stations in the hotel industry, significantly influencing travelers' booking decisions [1][2][3] - Hilton has equipped over 1,800 hotels globally with EV charging stations, leading to a higher likelihood of room bookings when guests search for this facility [1][2] - The company aims to reduce carbon emissions intensity by 75% for its hotels and 56% for franchised hotels by 2030, with these targets certified by the Science Based Targets initiative (SBTi) [1][2] Group 2 - Hilton has signed an agreement with Tesla to install 20,000 charging stations in North American hotels, aiming to create the largest overnight EV charging network in the hotel industry [2] - Other hotel brands, such as Marriott, Radisson, Hyatt, Accor, Wyndham, and Best Western, are also rapidly deploying EV charging facilities across their properties [2][3] - Approximately 25% of U.S. hotels currently offer EV charging services, with this percentage rising quickly, and properties with charging facilities tend to have higher booking rates and revenue [3]
会飞的 “出租车”,成为了WAIC上的吸睛焦点
Guan Cha Zhe Wang· 2025-07-30 08:36
Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased the E20 eVTOL, developed by the company, which became a focal point due to its innovative design and technology [1][9] - The E20 eVTOL features a six-unit power system with redundancy for enhanced safety and a low noise level, making it suitable for urban air mobility [4][9] - The company aims to make eVTOLs a cost-effective alternative to traditional helicopters, with significantly lower operational costs and ticket prices [5][7] Group 1: Product Features - The E20 eVTOL is designed with a six-unit power system and three wheeled landing gears, ensuring high safety standards [4] - It operates at a cruising noise level of approximately 70 decibels, allowing for comfortable communication inside the cabin [4] - The aircraft can reach a maximum speed of 320 km/h and has a range of 200 km, accommodating up to five passengers [9] Group 2: Economic Viability - The operational cost of eVTOLs is projected to be significantly lower than traditional helicopters, with estimates of $0.5 to $2.5 per seat mile, which is about one-fifth of helicopter costs [7] - The company plans to offer competitive ticket prices, such as 300 yuan for a 100 km flight, making it accessible to a broader audience [7] - The use of electric, lightweight, and intelligent technologies has reduced manufacturing and maintenance costs, bringing the price of eVTOLs down from tens of millions to millions [7] Group 3: Market Positioning - The company positions the E20 eVTOL as a viable option for urban air mobility, targeting low-altitude tourism and short-distance travel [4][8] - Other domestic manufacturers are also planning to launch eVTOL models by 2025-2026, indicating a growing market for this technology [7] - The integration of AI in flight control systems enhances the aircraft's operational capabilities, paving the way for future autonomous flights [9]
巴西被曝已退出“国际大屠杀纪念联盟”,以色列急眼:可耻、道德败坏
Guan Cha Zhe Wang· 2025-07-30 08:29
Core Viewpoint - The recent escalation of the Israel-Palestine conflict has led to significant casualties in Gaza, with over 60,000 reported deaths, prompting widespread international condemnation, particularly from Brazil [1][6]. Group 1: Brazil's Position - Brazilian President Lula has labeled Israel's actions in Gaza as "genocide" and has called for Israel to stop portraying itself as a victim [1][6]. - Brazil has announced its support for South Africa's legal action against Israel at the International Court of Justice regarding the Gaza situation [1][6]. - Brazil's recent withdrawal from the International Holocaust Remembrance Alliance (IHRA) has further strained relations with Israel, which has expressed strong disapproval of this decision [3][4]. Group 2: IHRA and International Reactions - The IHRA, established in 1998, aims to promote Holocaust education and combat anti-Semitism, with Brazil participating as an observer since 2021 [3]. - Brazil's exit from IHRA was communicated through a diplomatic letter citing legal constraints on fee payments, linking the Holocaust commemoration to the current Israel-Palestine conflict [3][4]. - The leadership of IHRA has expressed concern over Brazil's decision and is open to dialogue to address the issues raised [4]. Group 3: Broader Implications - The Palestinian Arab Federation (FEPAL) welcomed Brazil's decision, criticizing IHRA as a tool of Zionism that undermines the historical memory of the Holocaust for political purposes [4][5]. - FEPAL's statement accused IHRA of facilitating the oppression of Palestinians and legitimizing discriminatory policies against them [5].
欧盟官员又抱怨上了:中方寸步不让,治住了美国,有信心拿捏我们…
Guan Cha Zhe Wang· 2025-07-30 07:30
【文/观察者网 阮佳琪】 据央视新闻消息,上周(24日),第二十五次中国—欧盟领导人会晤(以下简称"中欧峰会")在北京举行。会后,双方共同发表《中欧领导人关 于应对气候变化的联合声明》(以下简称《联合声明》),并同意建立升级版出口管制对话机制。 7月29日,有知情人士透露,此次中欧峰会虽未出现太多波澜,但在一些长期关切的议题上,布鲁塞尔方面发现中方这回拒绝让步,更在谈判中尽 显自信与底气。他们补充说,自三个月前迫使美国在关税问题退让后,中方一直表现出这种信心十足的状态。 荣鼎集团的资深中欧关系分析师巴金(Noah Barkin)在最新报告中也提到,有欧盟高级官员告诉他,"中方寸步不让,我们本以为他们至少会作 出一些表面上的让步,结果完全没有。"另一名欧盟官员则直言,"中方已经转变策略。他们确信自己治住了美国,也更有信心拿捏我们。" 从北京返回后,还有欧洲官员称,中方在产业政策方面"很明显"不愿意妥协,"欧盟要想保持竞争力,就必须坚持自己的立场。" 然而,在经历周末来自美国的贸易打击后,人们愈发怀疑,热衷于"内斗"的欧洲,究竟还有多大能力去应对外部挑战? 有分析指出,"经历北京的紧张谈判、华盛顿的沉重贸易打击后 ...
麦当劳不想在香港当“地主”了
Guan Cha Zhe Wang· 2025-07-30 07:30
Core Viewpoint - McDonald's is planning to sell eight properties in Hong Kong, marking a strategic shift in its asset management approach in response to the declining retail market in the region [1][10]. Group 1: Property Sale Details - McDonald's is auctioning eight properties located in prime commercial areas such as Tsim Sha Tsui, Causeway Bay, and Mong Kok, with a total building area ranging from 6,746 to 18,746 square feet, built between 1969 and 1991 [1][3]. - The total market value of the properties is approximately HKD 1.2 billion, with the highest valued property being a street-level shop in Tsim Sha Tsui worth about HKD 460 million [3]. - The bidding process is managed by JLL, with a deadline set for September 16 [1]. Group 2: Strategic Rationale - McDonald's is undergoing a phased "clearance" of all its shop properties in Hong Kong, involving 23 locations with a total market value exceeding HKD 3 billion [7]. - The company stated that the sale is part of a routine optimization of its global asset portfolio and will not affect the daily operations of its restaurants in Hong Kong [9]. - The properties are owned by McDonald's Corporation, while the restaurants are operated under a leasing agreement by a consortium led by CITIC, which acquired McDonald's business in mainland China and Hong Kong in 2017 [9]. Group 3: Market Context - The current sluggish state of the Hong Kong retail market is a significant factor driving McDonald's decision to reallocate capital [10]. - A report indicated that rental prices for major street shops in Hong Kong fell by 3.5% in Q1 2025, marking the highest decline in six quarters [10]. - Despite a 11.9% year-on-year increase in tourist numbers, overall retail sales in Hong Kong decreased by 4.0% during the same period, leading to rising vacancy rates in core commercial areas [10].
对话后摩智能CEO吴强:未来90%的数据处理可能会在端边
Guan Cha Zhe Wang· 2025-07-30 06:41
Core Insights - The World Artificial Intelligence Conference (WAIC 2025) highlighted the development of domestic computing power chips, particularly the M50 chip from Houmo Intelligence, designed for large model inference in AI PCs and smart terminals [1][4] - Houmo Intelligence's CEO, Wu Qiang, emphasized a shift in the focus of large models from training to inference, and from cloud intelligence to edge and endpoint intelligence [1][4] Company Overview - Houmo Intelligence was founded in 2020, focusing on high-performance AI chip development based on integrated storage and computing technology [3] - The M50 chip is seen as a significant achievement for Houmo Intelligence, showcasing their advancements over the past two years [3] Product Specifications - The M50 chip delivers 160 TOPS INT8 and 100 TFLOPS bFP16 physical computing power, with a maximum memory of 48GB and a bandwidth of 153.6 GB/s, while maintaining a typical power consumption of only 10W [4] - The product matrix from Houmo Intelligence covers a range of computing solutions from edge to endpoint, including the LQ50 Duo M.2 card for AI PCs and companion robots [4] Market Positioning - Wu Qiang stated that domestic companies should adopt differentiated technological paths rather than directly copying international giants like NVIDIA and AMD [4] - Houmo Intelligence aims to integrate storage and computing technology with large models to enable offline usability and data privacy [4] Future Developments - The release of the M50 chip is viewed as a starting point, with plans for more chips to address computing power, power consumption, and bandwidth issues in edge and endpoint AI computing [5] - Houmo Intelligence has initiated research on next-generation DRAM-PIM technology, which aims to achieve 1TB/s on-chip bandwidth and triple the energy efficiency of current levels [9] Target Markets - The M50 chip is applicable in various fields, including consumer terminals, smart offices, and smart industries, with a focus on offline processing to mitigate data transmission risks [8] - Potential clients include Lenovo's next-generation AI PC, iFlytek's smart voice devices, and China Mobile's new 5G+AI edge computing equipment [8]
医疗AI商业化破冰:善诊、中兴首款AI总检一体机落地上海十院
Guan Cha Zhe Wang· 2025-07-30 06:28
【文/王力 编辑/周远方】 在医疗资源分配不均与服务效率瓶颈的双重行业挑战下,AI技术的应用正成为破局关键。 7月27日,2025世界人工智能大会(WAIC)上,善诊与中兴通讯联合研发的AI智能总检一体机宣布商 业化落地——与上海市第十人民医院达成战略合作。这标志着AI技术在医疗领域的应用,迈入商用新 阶段。 从亮相到商业化仅用时一个月,AI+医疗提速 这款基于DeepSeek大模型深度优化的创新产品,直击医疗体系核心痛点:一方面,大城市三甲医院总 检医生日均处理数十份报告已近极限;另一方面,基层医疗机构因专业人才短缺,体检报告质量参差不 齐,影响后续健康管理。 数据显示,AI智能总检一体机将传统人工10分钟的体检报告生成时间缩短至2分钟,准确率达95%,实 现效率与精准度双重突破。 作为年覆盖超5亿人次的高频医疗入口,体检场景的数据密集性和需求刚性,为AI技术提供了绝佳应用 土壤。 AI智能总检一体机的技术优势,在于创新的"生成式+规则"双引擎架构。规则模型确保医疗逻辑严谨 性,规避生成式AI误判风险,生成式模型优化报告可读性,既有专业术语也有通俗健康建议,实现技 术先进性与医疗安全性的平衡。 此前,AI智 ...
中兴通讯一次开源11个核心成果
Guan Cha Zhe Wang· 2025-07-30 06:03
在2025世界人工智能大会的关键节点,由国务院国资委统筹指导、中国移动牵头运营的国家级AI开源 开放平台"焕新社区"正式启动,标志着中国AI"国家队"建设迈入实质性阶段。作为首批共建单位,中兴 通讯一次性开源11项核心技术成果,涵盖大模型、数据集、训练范式及专业领域测评工具,以硬核技术 实力助力国产AI生态体系构建,彰显科技企业支撑国家AI战略的坚定决心。 实测数据显示,3B-Curr-ReFT在AI2D数学推理测试中准确率达83%,超越26B参数的InternVL-26B;7B 版本在MathVista测评中得分92.2%,较基础模型提升33.6个百分点。"Curr-ReFT的核心是让模型像人类 学习一样循序渐进。"技术专家表示,该范式将任务分为二元决策、多项选择、开放式回答三阶段,配 合GPT-4-O评分的拒绝采样机制,既突破了小模型的"能力瓶颈墙",又避免了基础能力退化。这种轻量 化方案特别适用于智能终端、边缘计算等资源受限场景。 同步开源的5个行业数据集则覆盖通信、数学、Code、视觉识别等关键领域,其中TFCE数据集堪称"电 信AI百科全书"。该数据集整合中兴40年技术积淀,包含1800余个函数、9 ...