据悉，商汤日日新Seko系列模型可适配国产AI芯片寒武纪；商汤LightX2V框架设计强兼容的国产化适 配插件模式，目前已支持寒武纪等多款国产芯片。 贝壳财经记者从商汤科技了解到，今年10月，商汤科技已与寒武纪达成战略合作，重点推进软硬件的联 合优化；适配完成后，二者将在优化模型核心能力、提升算力利用率与成本效率等方向开展深度优化。 新京报贝壳财经讯(记者张晓慧)12月15日，商汤科技发布创编一体、多剧集生成智能体——Seko2.0。据 了解，Seko2.0依托商汤自研的日日新Seko系列模型，包括SekoIDX、SekoTalk等图像与视频生成多模态 模型所构成的技术底座。 ...

这些技术推动大模型从"AIforX"（为某领域提供工具）向"AIinX"（深度嵌入业务流程）演进，为构建 能与物理环境持续交互、自我演进的智能体奠定基础。 【环球网科技报道 记者 张阳】2025年12月9日，由商汤科技与香港科技园公司联合主办的"2025商汤科 技AI论坛"在香港科学园举行。以"模型智未来"为主题，论坛聚焦大模型演进、多模态融合、具身智能 落地及AI驱动的产业范式转移，吸引全球AI研究者、企业决策者与生态伙伴共议技术拐点与商业路 径。 从感知到具身： AI 进入 " 物理世界交互 " 新阶段 商汤科技CEO徐立在开场致辞中指出："我们正经历史上最大规模的技术浪潮——AI已从感知走向生 成，从云端走向端侧，并加速迈向具身智能与世界模型。"作为一家根植香港、服务全球的AI原生企 业，商汤将持续连接国家AI战略与全球创新网络。 香港科技园CEO黄秉修则强调，商汤的成长印证了香港具备孕育世界级科技企业的土壤，"其从初创到 全球领先的跃迁，正是我们支持硬科技创业的最佳案例。" 多模态大模型进入 " 价值闭环 " 攻坚期 商汤联合创始人、首席科学家林达华教授认为：经过三年爆发式发展，行业站在新十字路口。" ...

机器之心报道 编辑：杨文 自 Sora 2 发布以来，各大科技厂商迎来新一轮视频生成模型「军备竞赛」，纷纷赶在年底前推出更强的迭 代版本。 视频来自 Seko 官网，创作者：噪维 AIGC 谷歌推出 Veo 3.1，通过首尾帧控制和多图参考解决了以往视频生成「抽卡」随机性太强的问题；Runway 拿 出 Gen-4.5，强化了物理模拟和表情动作迁移；快手祭出 Kling 2.6，实现了原生音画同步…… 各家都在炫技，但一个更本质的问题却常被忽略：这些模型距离真正的生产力工具，究竟还有多远？ 12 月 15 日，商汤科技产品发布周正式开启，第一天就重磅上线了全新的 Seko 2.0 版本 ，让 AI 短剧创作真 正实现「一人剧组」。 比如只需输入一句简单的提示词，它立马就能策划剧本大纲，生成分镜和视频，整个过程相当麻溜。 视频来自 Seko 官网，创作者 ： 小铭 AI 百宝箱 无论是 1 分半钟的 3D 艺术风格的动画短片： 还是唇形同步精准的数字人音乐 MV，Seko 2.0 也都能在最短时间内信手拈来。 视频来自 Seko 官网，创作者 ： AI 制片人 Webb 作为行业首个创编一体、多剧集生成智能体 ...

Market Overview - Major Asia-Pacific stock indices closed mostly lower, with the Nikkei 225 and KOSPI indices both dropping over 1% [1] - A-shares experienced fluctuations, with the Shanghai Composite Index and Shenzhen Component Index both declining, while the Hang Seng Index fell significantly [2] - The total trading volume in the Shanghai and Shenzhen markets was 1.79 trillion yuan, a decrease of 324.6 billion yuan from the previous trading day [2] Sector Performance - Consumer stocks showed resilience, particularly in retail and food & beverage sectors, with notable performances from liquor stocks like Zhongrui Co. and Kweichow Moutai [2] - The insurance sector surged over 4%, led by companies such as China Ping An, which rose nearly 5% to a new four-year high [2][4] - The commercial aerospace sector also strengthened, with stocks like Hualing Cable and Zhongchao Holdings achieving three consecutive trading limits [4] Commodity Market - Gold and silver prices saw strong increases, with spot gold rising over 1% to reach $4,343 per ounce, and silver increasing by over 2% [7][8] - Platinum prices have surged over 100% this year, with analysts predicting further increases in the coming year [6][9] - Analysts expect platinum prices to rise significantly, with projections for 2026 ranging from $2,170 to $2,300 per ounce, indicating a shift towards undervalued precious metals [10]

适配完成后，商汤科技与寒武纪还将在多个方向共同进一步展开深度优化： 智通财经APP获悉，12月15日，商汤科技(00020)基于在生成式AI与多模态交互领域的技术积累，正式 发布Seko2.0——行业首个多剧集生成智能体。该智能体在多剧集视频生成的一致性方面展现出显著优 势，其背后依托的是商汤自研的日日新Seko系列模型，包括SekoIDX、SekoTalk等图像与视频生成多模 态模型所构建的技术底座。 商汤日日新Seko系列模型已完成对国产AI芯片寒武纪(688256.SH)的适配，国产算力对AIGC核心场景的 支持实现了从语言到多模态的关键跨越。这不仅是技术协同的深化，更是国产AI生态的重要完善，为 视觉内容的创新开发提供了更坚实、自主的底层支撑。 其中，商汤LightX2V框架设计了强兼容的国产化适配插件模式，可快速完成各类国产硬件的适配，目 前已支持寒武纪等多款国产芯片;为了更好释放国产算力优势，Seko系列模型与LightX2V框架在设计之 初即引入了低比特量化、压缩通信、稀疏注意力等硬件友好创新机制，将推理性能提升3倍以上。 今年10月，商汤科技与寒武纪已达成战略合作，重点推进软硬件的联合优化，并 ...

12月15日，商汤科技正式发布Seko2.0——行业首个多剧集生成智能体。其背后依托的是商汤自研的日 日新Seko系列模型。商汤日日新Seko系列模型已完成对国产AI芯片寒武纪的适配，国产算力对AIGC核 心场景的支持实现了从语言到多模态的关键跨越。适配完成后，商汤科技与寒武纪还将在多个方向共同 进一步展开深度优化。 ...

▪提升算力利用率与成本效率：通过算子融合、算子自动调优等，推进更高效的计算与存储方式，降低 模型运行所需的资源占用，让更多企业能够以更低成本获得高性能的多模态能力。 ▪强化大规模并行处理能力：基于计算与通信并行等优化技术，优化跨硬件的调度与通信策略，提升复 杂任务在大规模集群中的运行效率与稳定性。 12月15日，商汤科技基于在生成式AI与多模态交互领域的技术积累，正式发布Seko2.0——行业首个多 剧集生成智能体。该智能体在多剧集视频生成的一致性方面展现出显著优势，其背后依托的是商汤自研 的日日新Seko系列模型，包括SekoIDX、SekoTalk等图像与视频生成多模态模型所构建的技术底座。 商汤日日新Seko系列模型已完成对国产AI芯片寒武纪的适配，国产算力对AIGC核心场景的支持实现了 从语言到多模态的关键跨越。这不仅是技术协同的深化，更是国产AI生态的重要完善，为视觉内容的 创新开发提供了更坚实、自主的底层支撑。 其中，商汤LightX2V框架设计了强兼容的国产化适配插件模式，可快速完成各类国产硬件的适配，目 前已支持寒武纪等多款国产芯片；为了更好释放国产算力优势，Seko系列模型与LightX2V ...

作者｜黄楠 但大模型狂飙3年后，一个实际的问题出现："除了特定场景的单点突破，AI如何真正走进物理世界、成为改变生产生活的实用工具？" 这也是商汤在每一次技术迭代中都在追问的核心命题。 随着具身智能成为下一代AI革命的主赛场，近日，大晓机器人公司成立，由商汤联合创始人、执行董事王晓刚出任大晓机器人董事长，正式入局具身智 能战场。 王晓刚告诉硬氪，大晓机器人成立的初衷，并非是跟风"本体内卷" 或 "复杂技能炫技"，而是要回归真正的痛点，并提出"以人为中心（Human- centric）"的全新研究范式。在提供专注于构建能理解物理世界规律的"大脑"基础之上，最终输出一个适配真实场景需求的软硬一体产品。 编辑｜袁斯来 在AI行业，商汤科技已经是家成立11年的公司，早已习惯一次次浪起浪涌。 在视觉AI崛起的时代，它从港中文实验室跑出、叩开规模化落地的大门。但To B业务从来不是一份轻松活，包括商汤在内、绝大部分公司不得不应对客 户长期定制化的开发需求。 直到ChatGPT横空出世，所有公司集体转向大模型。在算力层面先走一步的商汤，找到了施展空间。根据商汤年报，其生成式AI 2024年收入为24亿元， 占比由2023年 ...

Core Insights - The article discusses the transformative potential of Artificial Intelligence (AI) as the fourth industrial revolution, emphasizing its role in enhancing productivity and reducing costs across various sectors [1][5]. Group 1: AI Development Drivers - AI is driven by the need to improve efficiency and reduce costs, addressing pain points in consumer-related scenarios such as entertainment, travel, and health [3]. - The application of AI in consumer sectors includes labor replacement and productivity enhancement through technologies like voice recognition and intelligent customer service [3]. - In the business sector, AI is widely adopted in finance, public safety, and healthcare, reflecting a strong demand for efficiency improvements [3]. Group 2: Historical Context and Evolution - AI is positioned as the fourth productivity revolution, following the steam, electrical, and information technology revolutions, with significant historical milestones marking its development [5]. - The evolution of AI has seen three major waves of growth, each driven by breakthroughs in underlying algorithms, with the current wave characterized by deep learning advancements [8][12]. - The first wave of AI in the 1950s was limited by computational performance, while the second wave in the 1980s faced challenges due to the high costs of expert systems [9][11]. Group 3: AI Industry Structure - The AI industry can be segmented into three layers: foundational support (hardware and data), technology (algorithm development), and application (commercial solutions) [6][7]. - Major players in the foundational layer include international tech giants like Nvidia and Intel, while the technology layer features companies like Google and IBM focusing on specific AI applications [6][7]. - The application layer is where AI technologies are commercialized, with a relatively low entry barrier due to the global open-source community [6]. Group 4: Current AI Landscape - The current state of AI is classified as "weak AI," focusing on specific tasks such as speech and image recognition, with significant performance exceeding human capabilities in certain areas [30][33]. - AI's impact on global GDP is projected to be substantial, with estimates suggesting a 14% increase, translating to approximately $15.7 trillion in growth [37]. - The rapid advancement of deep learning algorithms and the availability of vast datasets are expected to drive widespread AI application across various industries [38][39]. Group 5: Future Opportunities - The article highlights the potential for AI to revolutionize content generation and distribution, particularly through platforms like TikTok and Douyin, which utilize AI-driven recommendation systems [46][52]. - The emergence of generative AI (AIGC) is seen as a significant opportunity, with advancements enabling the creation of diverse content types, including text, images, and videos [54][61]. - The integration of AI into various sectors is anticipated to accelerate, driven by technological advancements and supportive policies from governments [44][45].

Core Insights - The report emphasizes that the computer industry is driven by model iteration, application breakthroughs, and domestic computing power leadership, with a buy rating for the sector [2][4][17]. Industry Overview - The AI infrastructure sector is transitioning from "testing and trial" to "large-scale rollout in 2026" for domestic AI chip replacements, with a narrowing gap between domestic and international leading models [8][17][26]. - The AI application sector is categorized into three types of companies: those with recognized benchmark clients but in early stages, those with long-term trends but uncertain timelines, and those leveraging AI with reachable inflection points [8][17][19]. - The EDA and R&D software sector is seeing rapid improvement in domestic product capabilities, with mergers and acquisitions expected to accelerate due to policy support [8][17][21]. - In the intelligent driving and robotics sector, the report suggests focusing on competitive chip tracks, overseas expansion, and new autonomous driving opportunities, recommending global AMR leader Geek+ [8][18][21]. - The report notes that traditional trust and innovation directions are facing funding delays, while the release of HarmonyOS PC in 2025 is seen as a catalyst for business growth and technological upgrades [8][18][21]. - The energy information sector is expected to benefit from stable capital expenditures and market reforms, although policy implementation timelines need to be monitored [8][18][21]. Key Companies - In the AI infrastructure sector, recommended companies include Cambricon, Inspur, and Unisoc, with attention to Sugon [8][19]. - For AI applications, notable companies are Jingtaikong, Rainbowsoft, and Kingdee International, with additional focus on Hancloud and Guangyun Technology [8][19][21]. - In the intelligent driving and robotics sector, key players include Geek+, Black Sesame Intelligence, and Rui Ming Technology, with recommendations to monitor Desay SV and SOTER [8][19][21]. - In the EDA and R&D software sector, companies like GigaDevice, Gexin Electronics, and BGI are highlighted, with attention to Zhongkong Technology and Haocen Software [8][19][21]. - For trust and innovation, recommended companies include Kingsoft and Softcom, with additional focus on Taiji Co. and China Software International [8][19][21]. - In the energy information sector, notable companies are Guoneng Rixin and Longxin Group, with attention to State Grid Information and South Grid Digital [8][19][22].