Workflow
Tai Mei Ti A P P
icon
Search documents
大模型争相接入MCP,百度智能云推企业级MCP服务
Tai Mei Ti A P P· 2025-04-26 10:07
Core Insights - MCP (Model Context Protocol) has rapidly become the de facto standard for AI interaction, akin to "HTTP" for the AI industry, with major companies like Baidu, OpenAI, Google, and others supporting it [2][4][12] - Baidu has launched its enterprise-level MCP service, with over 1000 MCP Servers available for developers and businesses, aiming to enrich the MCP ecosystem [2][13] - The necessity for MCP arises from the complexity of integrating various tools and components in AI applications, particularly in enterprise settings, where customization and system-level support are crucial [4][5][9] Group 1: MCP Overview - MCP was introduced by Anthropic in November 2024 to create a secure two-way link between large models and data sources, addressing inconsistencies in tool implementation [2][4] - The adoption of MCP is expected to simplify the development of AI applications by standardizing interactions between large models and tools, reducing integration complexity [4][8] Group 2: Baidu's Strategy - Baidu's approach focuses on building an enterprise-level MCP ecosystem, encouraging developer participation to enhance the quantity and quality of MCP services available [3][12] - The company has implemented a three-step strategy: launching its own MCP Servers, supporting enterprise development of MCP services, and initiating an AI open plan to facilitate traffic and monetization for developers [13][14] Group 3: Industry Implications - The emergence of MCP aligns with industry expectations for the deployment of large models, which require comprehensive support from computing power to application development [9][12] - The competition in the MCP space is fundamentally about platform and ecosystem development, with companies needing to build robust platforms while fostering a thriving ecosystem to attract more participants [12][14]
雷军缺席,智驾噤声,今年的上海车展不再流量至上
Tai Mei Ti A P P· 2025-04-26 02:28
文 | 太平洋科技 4月23日,第二十一届上海车展拉开帷幕。与往届相比,今年的上海车展既有不变,也有改变。 不变的是,新能源汽车潮浪势不可当,自主品牌在势头上继续压过BBA、合资品牌,汽车行业朝着"东 升西落"继续前进; 变化的是,少了雷军、周鸿祎等企业家亲临展台的"追星式"围观,车企纷纷褪去"智驾"(智能辅助驾 驶)的激进营销话术,取而代之的是跨国车企的深度本土化战略、自主品牌的系统性技术突围,以及全 行业对安全与价值的理性回归。 在监管部门加强"智驾"宣传监管、市场从"技术尝鲜"向"价值深耕"转型的背景下,本届上海车展成为观 察新能源汽车"智能化下半场"的绝佳窗口。 来自26个国家和地区的近1000家企业参展,首发新车超120款,展区面积达36万平方米,创历届上海车 展历史新高。但数据之外更值得关注的是,中国汽车产业正以更成熟的姿态,推动全球汽车工业向电动 化、智能化的深水区迈进。 网红企业家缺席,告别"追星式"围观 去年4月的北京车展,刚刚上市的小米SU7几乎成为了唯一的主角,而它的缔造者,小米集团创始人兼 董事长雷军无论走到哪里,都是引发一阵骚动,雷军每去到一个展台,都会被围得水泄不通。 而360创始 ...
长江存储母公司获94亿增资:“六个核桃”控股公司出16亿元,总估值超千亿|硅基世界
Tai Mei Ti A P P· 2025-04-25 15:06
国内存储芯片龙头长江存储的母公司获新一轮巨额融资。 钛媒体硅基世界获悉,4月25日晚,"六个核桃"所属公司、A股上市企业河北养元智汇饮品股份有限公 司(以下简称"养元饮品",603156.SH)发布公告,其99.9%控股的芜湖闻名泉泓投资管理合伙企业(有 限合伙)(简称"泉泓投资")出资16亿元,对长江存储科技控股有限责任公司(以下简称"长控集团") 增资,并获得长控集团0.99%股权,认缴金额为11.11亿元。 融资完成后,长控集团的认缴出资额由原来1052.04亿元人民币,如今到约1118.12亿元,增加了约65.42 亿元。 本次交易完成后,以泉泓投资以16亿元收购长控集团0.99%股份来推算,本轮融资总额约94.38亿元人民 币,长控集团投后总估值超过1000亿元,达到约1616.16亿元。 据悉,长控集团成立于2016年,是国内芯片巨头长江存储(长江存储科技有限责任公司)的母公司。除 了长江存储之外,长控集团旗下还有正在IPO进程中的武汉新芯、宏茂微电子(持股近51%)、长江存 储科服、长存资本、长江先进存储产业创新中心(持股近39.5%)等多家子公司。 据养元饮品公告显示,2023年,长控集团净利 ...
卖房赚5亿,这家上市农商行的全年利润却只多了1.2亿
Tai Mei Ti A P P· 2025-04-25 14:47
头部农商行上海农商银行(沪农商行)发布2024年报和2025年一季报。 年报显示,2024年,上海农商银行营收净利均保持微增。实现营收266.41亿元,同比增长0.86%;归母 净利润122.88亿元,同比增长1.20%。 资产规模方面,截至2024年末,上海农商银行资产总额14878.09亿元,较上年末增长6.87%,其中贷款 与垫款总额7552.19亿元,较上年末增长6.15%;负债总额为13598.28亿元,较上年末增长6.58%,其中 吸收存款10721.41亿元,较上年末增长5.48%。 一季报显示,上海农商行实现营收65.60亿元,较去年同期的70.85亿元下降7.41%。其中,利息净收入 47.66亿元,同比下降5.62%;非利息净收入17.94亿元,同比下降11.82%。非利息净收入下降主要受上 年房屋征收一次性影响。手续费及佣金净收入6.04亿元,同比下降6.26%。 "报告期末,累计服务上海市近半数"专精特新'小巨人'"企业和约三成"专精特新"中小企业, 其中,上海市242家"专精特新'小巨人'"企业和2,260家"专精特新"中小企业为本公司授信客 户,授信余额分别为104.52亿元、45 ...
人形机器人赛道爆发,铝产业成幕后大赢家?
Tai Mei Ti A P P· 2025-04-25 06:07
Group 1 - The humanoid robot industry is experiencing explosive growth, leading to a revolution in material science, with lightweight materials becoming a necessity [1][2] - The demand for aluminum in humanoid robots is surging, with 2023 global aluminum usage for humanoid robots reaching 128,000 tons, of which China accounts for 63% [2][3] - The shift from traditional aluminum manufacturing to high-end aluminum supply is evident, as the profit margin for aluminum used in robots can reach 42%, compared to less than 8% for construction aluminum [3][4] Group 2 - Collaborative efforts in the industry are emerging, such as the partnership between Jianmei Aluminum and Country Garden to develop a one-piece die-cast aluminum robot torso, reducing production costs by 40% [4] - The introduction of new standards for aluminum alloys for humanoid robots is expected to enhance material quality, with the new standard increasing grain size control precision fourfold [4] - Strategic investments in the aluminum sector for robotics have been significant, with 28 investments in 2023 averaging over 200 million yuan each [4] Group 3 - Challenges for the aluminum industry include performance limitations, as aluminum alloys have a fatigue life only 60% that of titanium alloys, and environmental regulations are tightening [5][6] - The emergence of magnesium alloy alternatives poses a competitive threat, with new alloys being developed that offer lower density and electromagnetic shielding properties [7] - The aluminum industry is at a crossroads, needing to balance technological innovation with cost control amidst increasing competition and environmental pressures [7][8] Group 4 - The humanoid robot industry is projected to grow at a compound annual growth rate of 60%, driving aluminum demand from thousands of tons to millions of tons [8][9] - The aluminum industry is evolving from a focus on volume to performance, with opportunities for growth in the humanoid robot sector potentially rivaling the automotive lightweighting trend [8][9]
李彦宏:模型有很多,但统治世界是应用,开发者要全面拥抱MCP(附演讲全文)
Tai Mei Ti A P P· 2025-04-25 05:02
百度创始人 李彦宏,图片来自百度官方 "百度还在支棱着。" 这是一位开发者在Create2025百度AI开发者大会现场的感叹。 毕竟,李彦宏还在不遗余力地在台前为AI布道。他始终对外展示出一副训练有素的姿态,就像一个持 续稳定输出的AI。 Create大会是百度一年一度面向开发者群体的技术发布和交流大会。4⽉25日, Create2025百度AI开发 者大会如期举行,百度创始人李彦宏发表了题为《模型的世界 应用的天下》的演讲。 60分钟的演讲中,李彦宏发布了两大模型,多款AI应用,并宣布将帮助开发者全面拥抱MCP。 过去一年,一面是大模型厂商卷死卷生,另一面是开发者无所适从,不敢放心大胆做应用,生怕一不留 神,重投入的应用,就被新出现的应用取代,当然,事实也是如此。 李彦宏对开发者说,"只要找对场景,选对基础模型,有时候还要学一点调模型的方法,在此基础上做 出来的应用是不会过时的""没有应用芯片、模型都没有价值。模型会有很多,但未来真正统治这个世界 的是应用,应用才是王者。" 在基础模型侧,李彦宏还发布了文心大模型4.5 Turbo和深度思考模型X1 Turbo。相比文心4.5,文心大 模型4.5 Turbo ...
紫金银行2024年净利微增0.3%,2025年一季度增4.04%
Tai Mei Ti A P P· 2025-04-25 02:14
Core Insights - The core viewpoint of the news is the financial performance and operational strategies of Zijin Bank for the year 2024 and the first quarter of 2025, highlighting both growth and challenges in various financial metrics. Financial Performance Summary - As of the end of 2024, Zijin Bank reported total assets of 269.944 billion yuan, an increase of 9.00% year-on-year [2] - The total deposit balance reached 209.965 billion yuan, up 6.70% [2] - The total loan balance was 188.852 billion yuan, reflecting a growth of 6.56% [2] - The net profit for the year was 1.624 billion yuan, a slight increase of 0.30% [2] - The non-performing loan (NPL) ratio stood at 1.24%, with non-performing loans amounting to 2.348 billion yuan, a decrease of 14.32% compared to the end of 2023 [2] Q1 2025 Performance - In Q1 2025, Zijin Bank achieved revenue of 1.141 billion yuan, a year-on-year decline of 4.82% [2] - The net profit attributable to shareholders was 422 million yuan, an increase of 4.04% year-on-year [2] - The NPL ratio remained stable at 1.24% compared to the end of 2024, with a provision coverage ratio of 202.52% [2] Loan Portfolio Analysis - The average balance of corporate loans was 1,220.207 billion yuan, a year-on-year increase of approximately 7.92% [3] - Retail loans averaged 417.597 billion yuan, with a slight increase of about 0.70% [3] - The average balance of discounted bills grew by approximately 11.27% to 215.212 billion yuan, although interest income from this segment decreased by about 14.51% [3] - Overall, the average balance of loans and advances totaled 1,853.004 billion yuan, up about 6.57%, but interest income decreased by approximately 4.07% [3] Deposit Structure - Total liabilities amounted to 250.008 billion yuan, an increase of 9.08% [5] - The bank's total deposits were 209.965 billion yuan, with a notable increase in time deposits by approximately 10.77% [5] - Demand deposits decreased by about 11.73%, with corporate demand deposits down 15.74% [5] - Personal time deposits increased by approximately 16.80% [5] Income Breakdown - Net interest income for 2024 was 3.674 billion yuan, a decrease of about 7.23% [7] - Net fee and commission income rose significantly by approximately 55.65% to 179 million yuan [7] - Other net income increased by about 76.9% to 611 million yuan [7] - Total operating income was 4.463 billion yuan, a slight increase of 0.98% [7] Investment Strategy - The bank's investment in local government bonds decreased by approximately 19.44% to 87.193 billion yuan [7] - Investment in financial bonds surged by about 1488.4% to 22.317 billion yuan [7] - The overall debt investment structure has shifted, with a reduction in local and corporate bonds but an increase in financial bonds and interbank certificates [7] Innovation and Services - Zijin Bank has optimized its "Yinqi e+" system to provide comprehensive financial services to enterprises [8] - The bank has signed up 17,218 corporate clients for the "Yinqi e+" service, facilitating 1.3853 million transactions [8] - The bank continues to enhance its "Yin Medical" and "Yin School" services, with significant engagement in the healthcare and education sectors [8]
阿里速卖通:带着“王者基因”,却陷入“成长烦恼”
Tai Mei Ti A P P· 2025-04-25 00:32
文 | 三车财观 近年来,全球跨境电商领域的竞争格局经历了深刻变革。前不久敦煌网的爆火更是让全世界的目光再度 聚集到跨境电商领域。 作为平台型企业的典型代表,速卖通自2010年创立后,依托阿里巴巴集团的资源禀赋与全球化战略,逐 步构建起覆盖全球市场的数字贸易网络,在国际市场确立了领先地位。它既承载着阿里巴巴的全球化野 心,也承受着新兴市场规则与技术竞争的双重碾压。 然而,当Temu以"价格屠夫"姿态席卷欧美,Shein用柔性供应链重构快时尚格局,速卖通的生存空间正 被挤压。这个曾以"全球买全球卖"为傲的平台,如今面临更复杂的命题。 破局者的底牌:速卖通的三重护城河 速卖通的崛起绝非偶然。当亚马逊沉迷于"飞轮效应",eBay困于老旧体系时,它凭借对新兴市场的敏锐 嗅觉与技术赋能,开辟出独特的第三条道路。这种优势既体现在物流网络的规模效应上,也根植于对中 小商家的生态赋能,更在于数据驱动的敏捷响应能力。 另一方面,在各个目标市场,速卖通还面临着本土电商平台的激烈竞争。以韩国市场为例,该市场有 Coupang、11Street等本土电商巨头。其中,Coupang通过密布全国的仓储网络,实现了部分地区的当日 达或次日 ...
阿里国际站登顶美区,中国购物APP轮番“炸”榜|钛媒体「出海参考」
Tai Mei Ti A P P· 2025-04-24 16:29
当地时间4月23日,Alibaba.com(阿里国际站)一度登顶美国苹果应用商店购物APP榜,最终拿下第二 名宝座。 从4月12日开始,中国电商APP在美国轮番"杀疯"了。先是敦煌网霸榜第一名,后淘宝持续占据第二 名,当前阿里国际站则一度冲榜登顶。美国关税激发的这波中国APP购物潮还在持续影响着中国跨境电 商平台未来在美国的发展走向。 据Sensor Tower数据显示,Alibaba.com在美国App Store购物免费榜中,4月12日之前,一直在14-24名之 间反复波动,直到4月12日之后,一路攀升至榜单前三名,4月23冲击到榜单第二名,4月24日回落到第 四名。 从3月26日至4月24日,将近一个月时间,Alibaba.com排名上升12位。同周期,Alibaba.com在总体免费 榜中,最高攀升至第十八名,排名上涨128位。 在购物免费榜单中,淘宝在4月7日之前,一直在100名左右徘徊。4月8日至4月13日排名一路飞升。在4 月14日到4月19日连续6天霸榜第二名,直到4月24日让位于阿里国际站,回落至第41名,总排名上升60 位。 而这一时期,阿里系B2C跨境平台速卖通则处于下滑之中。在购物免费 ...
这届上海车展,没人靠流量活着
Tai Mei Ti A P P· 2025-04-24 16:09
2025上海车展 四月的国家会展中心,上海车展准时开幕。 这场被誉为全球最大车展的盛会在今年却显得格外"清醒":地铁广告少了、展馆外的广告位未满,往年 网红扎堆的"非主流热闹"也悄然退场。 展厅里,车回到了舞台中央。没有车模当主角,没有往日维权潮,没有大V直播凹造型,更多的是车企 设计师、工程师、研发负责人亲自上阵解读产品,展台前围着的不是好奇群众,而是一群拿着麦克风、 抱着笔记本、眼里全是数据的汽车媒体人。 当然,车展上的营销造势依然有声有色:陈道明空降赛力斯展台,黄渤见到新款问界M9直呼"买早 了";凯迪拉克代言人樊振东一身纯白西装亮相,观众却挤满了对面的奥迪展台;明星车主杜江"偶 遇"猛士发布会,姚安娜站台阿维塔,这一幕幕明星与汽车的交叉叙事,把车展变成了话题秀场,也点 燃了另一种热度。 大佬们之间的互动同样热络而有序:宁德时代曾毓群亲赴理想展台,奇瑞董事长尹同跃为搜狐张朝阳现 场交车,宝马集团董事长齐普策与魏建军在长城展台亲切交流……产业链上下游的对话、跨界与合作的 暗涌,都在展台之间悄然发生, 据统计,本届车展共发布新车超过120款,焕新升级的车型多达600余款,参展阵容覆盖新能源新势力、 传统车企 ...