新浪科技讯 9月12日上午消息，支付宝在2025 Inclusion·外滩大会宣布推出国内首个"AI付"服务，面向AI 时代为智能体提供支付服务，并率先在瑞幸咖啡的AI点单助手"Lucky AI"上线，用户可在瑞幸支付宝小 程序或瑞幸咖啡App，用说话的方式完成下单并支付。这也是行业首次打通智能体内的下单与支付全链 路，实现无缝的AI服务体验。 以点咖啡为例，此前用户通过AI智能体下单，仍需跳转至支付页面再予手动确认。现在，用户在瑞幸 支付宝小程序或瑞幸App唤起"Lucky AI"，不仅可以说句话点咖啡，还可以直接说句"下单"，完成身份 核验后即支付。整个过程用户无需离开AI对话界面，像日常和店员聊天一样简单自然。（罗宁） 责任编辑：江钰涵 专题：2025 Inclusion·外滩大会 ...

Group 1: AI Technology and Investment - The investment and innovation in artificial intelligence (AI) have seen strong growth, with AI companies receiving approximately $90 billion in venture capital in Q2 2025 [2] - A McKinsey survey indicates that 92% of executives plan to increase AI investments over the next three years [2] - Major companies like Meta, Amazon, Alphabet, and Microsoft plan to invest $325 billion in AI infrastructure in 2025, a 46% increase from 2024 [2] Group 2: Organizational Transformation for AI - Successful AI transformation must be led by CEOs and driven by business needs rather than IT departments, focusing on profit rather than just application scenarios [2] - Organizations need to undergo restructuring rather than simple optimization, breaking down barriers and inertia to achieve real breakthroughs in "change management" [2] Group 3: Global Trade and Geopolitical Risks - Geopolitical instability and conflicts are identified as the top potential risks to global economic growth in the next 12 months, with trade policy changes also posing significant risks [3] - The proportion of global exports to GDP has fluctuated below 25% since 2010, halting a 50-year trend of continuous growth [3] Group 4: China's Globalization Stages - China's globalization process is categorized into three stages: 1.0 relying on low-cost manufacturing, 2.0 driven by overseas acquisitions, and 3.0 focusing on sustainable development as global corporate citizens [4] - Chinese companies need to shift from pure export transactions to establishing a global perspective, moving towards outputting intellectual property, expertise, and capabilities [4]

新浪科技讯 9月12日上午消息，在2025Inclusion·外滩大会上，蚂蚁集团与中国人民大学联合发布业界首 个原生MoE架构的扩散语言模型（dLLM）"LLaDA-MoE"。 责任编辑：江钰涵 实现数据显示，LLaDA-MoE模型性能效果在代码、数学、Agent等任务上领先于LLaDA1.0/1.5和Dream- 7B等扩散语言模型，接近或超越了自回归模型 Qwen2.5-3B-Instruct，仅激活 1.4B 参数即可实现等效3B 稠密模型的性能。 据了解，蚂蚁与人大团队攻关 3个月，在LLaDA-1.0基础上重写训练代码，并且基于蚂蚁自研分布式框 架 ATorch提供EP 并行等一系列并行加速技术，基于蚂蚁Ling2.0基础模型的训练数据，在负载均衡、噪 声采样漂移等核心难题上取得突破，最终采用 7B-A1B（总7B、激活1.4B）的MOE架构完成约 20T 数 据的高效训练。（罗宁） 据介绍，这款新模型通过非自回归的掩码扩散机制，首次通过原生训练的MoE在大规模语言模型中实现 了与Qwen2.5相当的语言智能（如上下文学习、指令遵循、代码和数学推理等），挑战了"语言模型必 须自回归"的主流认知。 ...

近日，"西贝"陷入的预制菜舆论风波。 9月10日，罗永浩发博公开吐槽连锁餐饮品牌西贝："好久没吃西贝了，今天下飞机跟同事吃了一顿，发 现几乎全都是预制菜，还那么贵。希望国家尽早推动立法，强制饭馆注明是否用了预制菜。" 此前，西贝创始人兼董事长贾国龙却比较认可预制菜，其受访时还曾坦言， "好菜全是预制出来的，只 要越高级预制程度越高，预制菜是未来餐饮的大趋势。" 贾国龙表示，并不否认此前的言论，他表示，鱼翅、鲍鱼、等高级菜都得经过长时间的预制。否则菜品 做法比较复杂，不可能马上就上来，"就一个红烧肉，你都得预制很长时间。"他说。 贾国龙还表示，预制和预制菜是两回事儿，因为预制就是提前做，提前加工预加工，但预制菜就是成品 了。他指出，全在门店完成的这不叫预制菜，它是有预制工艺。 责任编辑：李思阳 9月11日，西贝创始人贾国龙在罗永浩就餐的餐厅对外界多方面问题进行回应，并称"将要起诉罗永 浩。" 贾国龙表示，餐饮行业不回避预加工菜品，但"我们不是预制菜，国家对预制菜有严格定义"，"按国家 规定，我们没有一道是预制菜，而且100%不是预制菜"。"罗永浩说全是预制菜，太恶心了，挺伤我们 的"。 ...

Core Insights - Xiaomi's home appliance business is experiencing rapid growth, with air conditioner shipments exceeding 5.4 million units in Q2, marking over 50% growth for three consecutive quarters [1] - The company emphasizes a focus on growth rather than competition, contrasting its strategy with that of industry peers who are engaged in price wars [1] - Xiaomi is committed to high-end product development in the home appliance sector, viewing it as a critical step in its overall strategy for premiumization across all product categories [1] Group 1 - Xiaomi's air conditioner sales have shown significant growth, with a shipment of over 5.4 million units in the second quarter [1] - The company has achieved a balance of volume and price increase, contrary to competitors who are opting for price reductions to boost sales [1] - Xiaomi's approach to innovation is seen as a way to transform the competitive landscape of the home appliance industry, which is characterized as a "red ocean" [1] Group 2 - The home appliance sector is described as a long-term market with potential for continuous innovation, indicating Xiaomi's belief in the absence of a fixed industry structure [1] - The company aims to collaborate with industry veterans to explore new opportunities within the home appliance market [1] - Xiaomi's strategy reflects a broader trend of premiumization that has already been established in its mobile and automotive segments [1]

Core Insights - Xiaomi's air conditioning business has shown significant growth, with over 5.4 million units shipped in Q2 of this year, marking a continuous growth rate exceeding 50% for three consecutive quarters [1][6][7] - The company emphasizes a focus on growth rather than competition, contrasting its strategy with some industry peers who prioritize price competition [1][7] - Xiaomi aims to transform the home appliance sector through innovation, believing that continuous innovation can turn a "red ocean" into a "blue ocean" [2][7] Business Strategy - Xiaomi is committed to high-end product development across its appliance range, viewing this as a critical advancement following its mobile and automotive sectors [2][7][8] - The company has introduced innovative technologies in various appliances, such as the "super electrolysis" technology in washing machines, "micro-fresh" preservation technology in refrigerators, and a new "master picture engine" for televisions [2][8] Market Position - Despite being a newcomer in the home appliance industry, Xiaomi acknowledges the presence of established competitors and aims to learn from them while carving out its own niche [2][7] - The company is actively engaging in the market with initiatives like the "Xiaomi Technology Life Exhibition" to showcase its innovative products and smart home ecosystem [2][3]

Core Insights - WeChat has updated its search interface to incorporate deep search and multimodal capabilities, enhancing its AI search functionality [1] Group 1 - The WeChat search box, now a primary entry point, allows users to upload images or files for automatic entry into AI search mode [1]

Core Insights - Xiaomi's home appliance business is experiencing rapid growth, with air conditioner shipments exceeding 5.4 million units in Q2, marking over 50% growth for three consecutive quarters [1] - The company emphasizes a focus on growth rather than competition, contrasting its strategy with that of industry peers who are engaged in price wars [1] - Xiaomi is committed to high-end product development in the home appliance sector, viewing it as a critical step in its overall strategy for premiumization across all product categories [1] Group 1 - Xiaomi's air conditioner sales have shown significant growth, with a shipment of over 5.4 million units in the second quarter [1] - The company has achieved a balance of volume and price increase, contrary to competitors who are opting for price reductions to boost sales [1] - Xiaomi's approach to innovation is seen as a way to transform the competitive landscape of the home appliance industry, which is characterized as a "red ocean" [1] Group 2 - The home appliance sector is described as a long-term market with potential for continuous innovation, and Xiaomi believes there are no fixed patterns in the industry [1] - The company aims to collaborate with industry veterans to explore new opportunities within the home appliance market [1] - Xiaomi's strategy reflects a broader trend of premiumization that has already been established in its mobile and automotive segments [1]

此外，他还认为，数字世界的agent有效工作时间将会越来越长。当我们去衡量模型智能的时候，就是 去看它能够自主有效的工作多长时间。而其中的挑战就在于如何对模型的推理能力进一步增强，并提升 其泛化性。 姜大昕表示，agent除了在数字世界存在，还将走向物理世界。而agent将从经验学习走向自我进化。"人 类数据是有限且有偏见，单纯依靠人类数据无法超越人类智能。智能体将从自身与环境的交互中学 习。"他表示。（罗宁） 责任编辑：江钰涵 新浪科技讯 9月12日上午消息，在Inclusion·外滩大会现场，阶跃星辰创始人姜大昕表示，模型推理效率 是决定AI大规模落地应用的关键要素。而推理效率的提升需要两方面，一是产业上下游联合优化，系 统模型co-design。 他还提到，阶跃星辰和多个国产算力芯片合作，其Step3国产卡32K上下文推理效率最高可达DeepSeek R1的3倍。 姜大昕认为，从今年年初，大模型的应用已经从聊天的时代进入到做事的时代。在他看来，未来智能终 端的特点是会做事、总在场、有记忆、能进化。"下一代智能硬件，比拼的不是硬件，而是智能。"他总 结。 ...

责任编辑：李思阳 9月11日，西贝创始人贾国龙在罗永浩就餐的餐厅对外界多方面问题进行回应，并称"将要起诉罗永 浩。" 贾国龙表示，说西贝又贵又难吃是"被黑了"，他还强调，西贝忠实顾客很多，消费者用脚投票，八月份 客流历史新高，超过了19年，超过了23年，高过了20年，这个东西不是忽悠出来的。 近日，"西贝"陷入的预制菜舆论风波。 9月10日，罗永浩发博公开吐槽连锁餐饮品牌西贝："好久没吃西贝了，今天下飞机跟同事吃了一顿，发 现几乎全都是预制菜，还那么贵。希望国家尽早推动立法，强制饭馆注明是否用了预制菜。" 贾国龙还表示，他自己亲自管定价，是参照市场上的价，还有消费者能接受的价来定价。 ...