证券之星消息，日前华安恒生互联网科技业ETF(QDII)基金公布二季报，2025年二季度最新规模8.05亿元，季度 净值涨幅为-1.31%。 | 在任置等 | 规模(亿元) | 年化回报 | 2025年二季度涨幅 | 第一重合股 | 占净值比 | | --- | --- | --- | --- | --- | --- | | 华安德国(DAX)联接(QDII)A 000614 | 2.28 | 6.83% | 14.41% | | | | 华安德国(DAX)联接(QDII)C 015016 | 0.75 | 15.78% | 14.35% | -- | -- | | 石油基金LOF 160416 | 2.95 | 4.29% | -3.82% | 埃克森美孚 XOM | 8.93% | | 华安标普全球石油指数(LOF)C 014982 | 0.61 | 10.67% | -4.03% | 埃克森美孚 XOM | 8.93% | | 华安恒生科技ETF发起式联接(QDII)C 015283 | 11.39 | 10.99% | -1.27% | -- | | | 华安恒生科技ETF发起式联接(QDII)A 0 ...

具身智能热度持续升温，AI巨头争相入局！ 7月22日，记者从业内了解到，商汤科技正计划进军具身智能领域，其核心团队已经初步组建完毕，并正在业内"招贤纳 士"。 记者还了解到，在即将到来的2025世界人工智能大会（WAIC）上，商汤将发布具身智能平台，集成感知、视觉导航及多 模态交互能力，旨在为机器人、智能设备等多种智能终端提供强大赋能。 事实上，商汤布局具身智能早已有迹可循。今年4月，在商汤科技"2025技术交流日"上，商汤科技与松应科技完成战略合作 签约，未来双方将围绕具身智能数据仿真、研发管线及客户服务展开深度合作，加速具身智能技术的规模化落地。 有券商分析人士认为，商汤的具身智能棋局，本质是视觉基因的必然延伸：从"看懂世界"到"动手改造世界"。 2025年，具身智能赛道吸引了全球目光。谷歌AI模型Gemini Robotics展现了卓越的类人能力，Figure AI自主研发的端到端 VLA模型Helix，则实现了从语言理解到动作执行的无缝对接。 国内的互联网大厂也跃跃欲试，争相布局。 7月21日，京东宣布完成对千寻智能、逐际动力、众擎机器人三家具身智能头部企业的投资。在过去的两个月中，美团接连 对它石智 ...

中国基金报记者 赵心怡 【导读】商汤科技计划进军具身智能领域，团队正在组建 具身智能热度持续升温，AI巨头争相入局！ 7月22日，记者从 业内 了解到，商汤科技正计划进军具身智能领域，其核心团队已经初步组建完毕， 并正在业内"招贤纳士" 。 据接近该 业务 的消息人士透露， 有部分团队成员来自此前的智能驾驶业务领域，还有一些是计算机视觉领域的研究人员和机器人领域从 业者。 上述人士进一步表示，现在许多智能驾驶的人才都在涌向具身智能。 具身智能与自动驾驶技术均依赖于与环境的交互，通过利用大量传感 器数据来感知外部信息，实时构建环境模型。 记者还了解到，在即将到来的2025世界人工智能大会（WAIC）上， 商汤将发布 具身智能平台 ，集成感知、视觉导航及多模态交互能 力，旨在为机器人、智能设备等多种智能终端提供强大赋能。 事实上，商汤布局具身智能早已有迹可循。今年4月， 在商汤科技 " 2025技术交流日 " 上，商汤科技与松应科技完成战略合作签约，未来 双方将围绕具身智能数据仿真、研发管线及客户服务展开深度合作，加速具身智能技术的规模化落地。 《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载， ...

来源：猎云精选；文/邵延港 今年6月，商汤联合创始人徐冰发起成立了一家GPU芯片公司曦望，而在不久后，商汤2025 年股东大会，徐冰正式辞任执行董事及董事会秘书职务，亲自下 场入局芯片事业。 这是商汤在去年底推动"1+X"组织架构重组后，"X"阵营迎来的最新板块。据曦望方面对猎云网透露：曦望是一家全新的芯片公司，从组织到目标都是重新 开始，商汤的大芯片团队已经成建制加入曦望。此外，曦望官网、官微近期也已经正式开启运营。 如徐冰所说："算力自主权，是AGI时代的呼吸权。"这也是战略调整后的商汤需要面对的事情，作为当前大模型产业的深度参与者，商汤对于算力的需求达 到新的高度。AI芯片已经是算力生态的根基，曦望，则延续了商汤在AI时代的新使命。 在中国市场上，GPU"烧钱快，赚钱难"，但热情却没有衰减。7月份，曦望公布了首轮近10亿元融资，投资方包括三一集团旗下华胥基金、第四范式、游族 网络、北京利尔、松禾资本和海通开元等。 曦望，将自己定位商汤生态中的算力底座，但其独立性，也让其开始谋划在中国AI市场中的生态地位。商汤AI芯片已经做了多年，这次借曦望重新出发， 又将驶向多远的星辰大海？ 徐冰挥旗，商汤大芯片重新出 ...

蓬勃的创新生态催生了旺盛的休闲消费与生活配套升级的需求。据港城集团相关负责人介绍，今年 上半年，港城广场商圈客流量已突破270万人次，营业额超4000万元。此轮新店集中开业后，港城广场 特色街区已汇聚50余家各类品牌商户的全国首店、临港首店等，一个融合科技产业与文旅商体展等功能 的创新型产业生态系统正加速成型。 伴随"上海之夏"国际消费季滴水湖旅游度假区专场活动开展，日前，临港新片区滴水湖畔的港城广 场特色街区也正式揭开面纱，大光明影院、滴水湖英迪格酒店、奇遇宠物生活馆、西语系国际商品展示 中心、ArtFlash（MR特展）等16家涵盖国别好物、美食餐饮、日咖夜酒及文化娱乐多元业态的新店集 中开业，为滴水湖周边的业态丰富度与活力能级带来显著提升。 港城广场是滴水湖AI创新港的核心载体，汇聚了新能源科技企业宁德时代、中国首家智能操作系 统上市企业中科创达、自动驾驶知名企业商汤"绝影"等领军企业，还吸引了概伦电子、临科智华、小零 科技等200余家创新型企业，超3000名科创人才在此深耕智能芯片、自动驾驶、具身智能等前沿领域。 今年以来，港城广场还吸引3D数字资产领军企业万生华态入驻并筹建"数字游民社区"，昆仑联通 ...

Core Insights - The WAIC 2025 Large Model Forum will officially open on July 27 in Shanghai, aiming to drive innovation and accelerate the transformation of production power across various industries [1] - The forum will serve as a global platform for top researchers and technology experts to discuss the evolution of large models and their commercial applications [2] - Key topics will include the collaboration and ecosystem construction of domestic heterogeneous computing power, as well as breakthroughs in embodied world models [3] Group 1: Forum Objectives and Themes - The forum aims to gather global wisdom and leverage Shanghai's strategic position in large model technology to foster innovation [1] - It will focus on the construction logic, collaboration paradigms, and development bottlenecks of the large model industry ecosystem [2] - Discussions will also cover international collaboration opportunities in AI, including technology standards, ethical governance, and talent cultivation [4] Group 2: Key Participants and Contributions - Notable participants include representatives from leading AI companies such as SenseTime, NVIDIA, and various top universities [2][3] - The forum will feature keynote speeches from prominent figures, including the president of Nanyang Technological University and executives from major companies like Kingsoft and Xiaomi [6][7] - Insights from industry leaders will provide valuable, replicable blueprints for intelligent transformation across various sectors [4]

广西云－广西日报AI体验官在南京投石科技有限公司投石光影艺术馆体验AI漫画变脸透明屏，通 过AI大模型训练可以实现人脸头像的实时动漫变化。 "作为重要合作伙伴，讯飞看好广西积累的海量东盟语料资源和东盟语言人才资源，计划搭建多语 言数据平台。"科大讯飞董事长刘庆峰如是介绍。 "作为头部机器人企业，埃斯顿正积极评估在广西设立区域服务与展示中心，以强化本地化支持和 供应链能力，辐射我国西南及东盟市场。"南京埃斯顿学院副总监李明立透露。 广西云－广西日报AI体验官在科大讯飞采访拍摄。 "商汤科技将在广西开展智算中心及产业生态合作，共同打造面向东盟赋能千行百业应用创新的示 范展示窗口。"商汤大装置事业群解决方案总监刘波表示。 连日来，广西云－广西日报AI体验官走访长三角人工智能企业，在开阔眼界的同时，也有了更多 思考：硬核技术"扎堆"的背后，有哪些因素支撑？人工智能企业纷纷表示看好广西，仅仅是因为这里的 独特区位优势吗？共建人工智能国际合作高地，吸引人工智能企业落地，广西怎样提供更加丰富的应用 场景？ 既要留足"自主空间"，也要提供"安全感" "我们不需要政府宠企业，我们需要政府懂企业。"在杭州采访，浙江实在智能科技有 ...

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) will be held in Shanghai from July 26 to July 28, focusing on AI infrastructure, intelligent terminals, and AI-enabled new industrialization among other key areas [1][2]. Group 1: Event Overview - The WAIC will feature an unprecedented exhibition scale, with over 70,000 square meters of exhibition space and participation from more than 800 companies, over 50% of which are from outside China [1]. - The event will showcase over 3,000 cutting-edge exhibits, including 40 large models, 50 AI terminal products, and 60 intelligent robots, marking the largest scale in the history of the conference [1]. Group 2: Product Launches and Innovations - The conference will highlight innovative products in three main areas: model applications, embodied intelligence, and smart hardware, with numerous first-time launches [2]. - Notable product launches include Siemens' Industrial Copilot, Tesla's Tesla Bot, and various AI applications from major companies like Google, Alibaba, and Tencent [2]. Group 3: Industry Insights - Analysts from Dongwu Securities and Guojin Securities indicate that AI applications are experiencing rapid growth, with significant cost reductions and increasing penetration rates, suggesting a transition into a fast growth phase for the industry [3][4]. - The emergence of AI Agents is seen as a pivotal moment in the software revolution, reshaping various aspects of work and life [4]. Group 4: Company Developments - Baidu has announced the open-sourcing of its Wenxin large model series, marking a significant advancement in the large model field [5]. - Alibaba is collaborating with China FAW to develop a dedicated large model for the automotive industry, aiming to enhance efficiency and drive business transformation [5]. - SenseTime plans to launch its new productivity tools and an embodied intelligence platform during the conference [5]. Group 5: Market Predictions - Horizon Robotics is projected to achieve a compound annual growth rate of 57.5% from 2025 to 2027, with expectations of reaching breakeven by 2028 [6]. - The company is anticipated to capture 54% of the market share for advanced driver-assistance systems (ADAS) in China by 2027, leveraging local automotive chip advantages [6].

Core Insights - The World Artificial Intelligence Conference (WAIC) 2025 will focus on the integration of AI in the cultural and entertainment industries, addressing challenges such as content homogenization, copyright issues, and ethical concerns surrounding virtual interactions [3][4][5]. Group 1: Event Overview - WAIC 2025 will take place from July 26 to July 28, 2025, at the Shanghai World Expo Center, featuring forums and exhibitions dedicated to AI's role in arts and entertainment [3]. - The event aims to explore solutions and future prospects for AI in various sectors, including art, tourism, gaming, and media [4]. Group 2: Key Topics - Discussions will include technical solutions and legal frameworks for AIGC content copyright, ethical boundaries and commercialization models for virtual human interactions, and the development path of AI machine vision aesthetics [5]. - The event will also address the collaborative growth model between artistic intelligence and AI, focusing on interactive audio therapy and the construction of world IP in the context of Chinese themes [6]. Group 3: Featured Sessions - A session on AI music therapy will showcase the integration of AI and acoustic technology, aiming to promote the industrial transformation of AI music therapy for healthcare and mental wellness [7]. - Another session will analyze the current state and trends of the "AI + cultural tourism" industry, exploring new paths and opportunities for intelligent and personalized development [8]. Group 4: Participating Organizations - The event will involve cultural institutions such as the Shanghai Municipal Bureau of Culture and Tourism and various media outlets, alongside renowned companies like Microsoft, Alibaba, and Tencent [9][10][11]. - International academic institutions and research organizations, including King's College London and the European Academy, will also participate [12]. Group 5: Notable Guests - The conference will feature prominent figures such as Joanna Zylinska from King's College London and other influential artists and scholars from various countries [14]. Group 6: Exhibition Highlights - WAIC 2025 will showcase over 40 companies and more than 100 innovative products in a 70,000 square meter exhibition area, highlighting the deep integration of AI with cultural and digital entertainment [16]. - Notable exhibits will include the Nuwaai digital human platform and various AI and AR glasses, showcasing advancements in user experience and technology [17][19][21][25]. Group 7: Publication Launch - The conference will also introduce the first issue of "WAIC UP!", a guide aimed at exploring the potential of AI and its impact on future civilization [29].

Group 1 - The Hong Kong technology index rose by 1% on July 11, with the Hang Seng Hong Kong Stock Connect China Technology Index strengthening [1] - The Hong Kong Technology 30 ETF (513160) saw a trading volume exceeding 120 million yuan and a turnover rate over 9%, indicating active trading [1] - Notable gainers among constituent stocks included SenseTime-W, which rose by 4%, along with other stocks like Zhongxu Future, Alibaba-W, China Software International, and Huahong Semiconductor [1] Group 2 - The Hong Kong Technology 30 ETF (513160) experienced net inflows for 3 out of the last 5 days, accumulating over 140 million yuan [2] - The Hong Kong stock market has seen a significant increase in equity financing, with a total of 287.98 billion HKD raised this year, marking a year-on-year increase of 350.56% [2] - In the first half of the year, 42 IPOs were completed in the Hong Kong market, raising over 107 billion HKD, which is approximately 22% more than the total for the previous year, making it the top market globally for IPOs [2] Group 3 - Guosen Securities indicated that the Hong Kong technology sector is currently at the peak of the AI innovation wave, with the next 3-4 years expected to be a phase of application and monetization of AI technology [3] - Historical data from the U.S. stock market suggests that during previous technology revolutions, the Nasdaq index showed significantly higher average returns, a trend that is anticipated to reflect in the Hong Kong technology sector as well [3] - The Hong Kong technology sector includes major participants in the AI technology revolution, such as internet, consumer electronics, semiconductors, and software, all of which are expected to benefit from AI development opportunities [3]