每经记者｜可杨 每经编辑｜杨夏 丨 2025年5月12日 星期一 丨 NO.1 松延动力发布新一代女性仿生机器人小诺 5月11日，人形机器人企业松延动力发布新一代仿生机器人全新女性形象小诺。据介绍，其具有多模态 具身交互、超高自由度、近乎真人的面部表情，开放人设定制和底层接口，支持个性化妆容。 5月7日，"2025联想创新科技大会"在上海世博中心正式开幕，发布了一系列前沿AI（人工智能）创新技 术与产品。其中联想乐享企业超级智能体，作为全球首个企业超级智能体，在发布之后立刻引起广泛关 注。 点评：联想乐享企业超级智能体的发布是AI赋能企业创新的重要里程碑。它开启了企业智能化发展的 新纪元。在联想等科技企业的引领下，AI技术将在企业领域绽放出更加耀眼的光芒，推动全球经济迈 向更加智能化、高效化的未来。 NO.3 英诺赛科在与英飞凌的专利诉讼中获得管辖权胜诉 点评：在人工智能和机器人领域，创新和速度是企业能否脱颖而出的关键。同时，这也提醒我们，未来 的人形机器人市场竞争将更加激烈，企业需要不断加大研发投入，提升技术水平，才能在市场中占据一 席之地。 NO.2 联想正式发布全球首个企业超级智能体乐享 中国第三代半导 ...

Core Viewpoint - Lenovo Group has launched the "Super Intelligent Body" aimed at personal and enterprise use, accelerating the implementation of hybrid AI through innovative breakthroughs [1][3] Group 1: Product Features - The "Leisure Enterprise Super Intelligent Body" is Lenovo's first enterprise-specific AI solution, designed based on its hybrid AI advantages [3] - This super intelligent body can take the form of digital humans and silicon-based life, encompassing knowledge from nearly all business departments and roles within Lenovo [3] - It can autonomously execute tasks by cross-referencing data across devices and platforms while ensuring data security, addressing a primary concern for enterprises [3][5] Group 2: Strategic Importance - The enterprise super intelligent body is seen as a prototype for "enterprise AI twins," allowing Lenovo to create a variety of intelligent applications for different enterprises and organizations [5] - Lenovo aims to position itself as a model for the implementation of enterprise AI through the "Leisure Enterprise Super Intelligent Body" [5][8] Group 3: Technological Foundation - According to Accenture's "2025 Global Enterprise Intelligence Index," 84% of CEOs believe that AI employees will reshape organizational structures, highlighting the need for clear implementation paths and technological breakthroughs [7] - Lenovo's foundation for the enterprise super intelligent body relies on its heterogeneous computing platform, which reduces training costs and accelerates AI inference [7] - The company is building a hybrid infrastructure based on "end-edge-cloud-network" to facilitate data collection, storage, and processing for AI model training [7] Group 4: Future Prospects - Although the "Leisure Enterprise Super Intelligent Body" is currently tailored for Lenovo, there are plans to replicate this capability for external enterprises, creating new growth opportunities in the AI sector [8]

Group 1 - Lenovo Group launched the "Super Intelligent Body" at the 2025 Lenovo Tech World, aimed at accelerating the implementation of hybrid AI for both personal and enterprise use, enhancing creativity and driving new growth for businesses [1] - The Lenovo Wanquan Heterogeneous Computing Platform 3.0 was introduced, featuring over 10 innovative technologies, including AI inference acceleration algorithms and self-healing systems, making it a comprehensive engine for AI deployment [3][5] - The platform's AI inference performance has improved by 5-10 times, maintaining a 20% advantage over the best community solutions, while reducing training and inference costs by over 15% [3] Group 2 - The platform's intelligent scheduling engine and FinOps engine work together to dynamically balance resource utilization and costs, increasing cluster resource utilization by 13% [4] - Lenovo has demonstrated the platform's capabilities in various scenarios, including a national AI cluster where training efficiency was improved from 30% to 60%, and a collaboration with Peking University that reduced operational costs by 50% [5] - The company aims to build a more powerful, efficient, stable, and green hybrid infrastructure to support the rapid deployment of hybrid AI and maximize AI value [6]

每经记者｜黄博文 每经编辑｜张海妮 5月10日，小米集团-W（HK01810）创始人、董事长兼CEO（首席执行官）雷军通过社交媒体发布动态，分享了自己近期的工作与生活状态。他表示，过去 一个多月是自己创办小米以来最艰难的阶段，情绪一度低落，但这段相对空闲的时光也让他能够静下心来深入思考，并有所收获。最后，雷军特别向粉丝们 表达感谢。 这是雷军创办小米以来最艰难的一个多月，也是小米品牌面临严峻考验的一个多月。品牌创始人选择以"情绪低谷"为切口，暗合了品牌管理中的"脆弱性"策 略——将领导者的"示弱"转化为公众的共情触点，为品牌价值构筑情感的保护层。 值得注意的是，小米的特殊性在于，其"参与感"基因构建的粉丝生态，能将创始人的情感表露迅速转化为用户社群的集体共情。这种情感共振机制，可以解 释为危机公关中的"信任储蓄"理论，即品牌通过日常积累的情感资本对冲阶段性危机。 当然，品牌叙事的终极考验仍在商业基本面。不论是在消费电子领域，还是在产品单价更高的新能源汽车领域，用户可能会为情怀按下转发键，但长期来 说，还是需要产品的颠覆性创新和企业实力提升，持续为品牌提供硬核支撑。 重大发布 美团-W（HK03690）：推出即 ...

Investment Rating - The report maintains an "Outperform" rating for the robotics industry [1]. Core Insights - Major companies like Lenovo and Midea are accelerating their investments in humanoid robots, indicating a growing trend in the industry [1][5]. - The robotics index underperformed the broader market, with a 1.6% increase compared to the Shanghai Composite Index and CSI 300 Index [12]. - Significant procurement activities are noted, such as Tongji University purchasing 10 humanoid robots for 8.2566 million yuan, marking a substantial investment in educational robotics [16]. - Midea plans to deploy humanoid robots in its factories and retail stores, aiming for operational efficiency and customer interaction [17]. - Lenovo introduced its first humanoid robot, showcasing advanced capabilities in coordination and customer interaction [20]. - The 2025 World Humanoid Robot Games will take place in Beijing, featuring various competitions that highlight the capabilities of humanoid robots [23]. - Tsinghua University and Star Dynamics have released an open-source AIGC robot model, enhancing the development of robotics technology [24]. - Amazon has launched its first tactile robot, Vulcan, which improves operational efficiency in warehouses [25][26]. - Shark Intelligence completed a multi-million B-round financing to expand its exoskeleton robot product line [27]. Summary by Sections Market Review - The robotics index increased by 1.6% but lagged behind major indices, indicating a need for strategic adjustments in investment [12]. Industry Dynamics - Notable procurement by educational institutions and advancements in humanoid robotics by major companies signal a robust growth trajectory in the sector [16][17][20]. Financing Dynamics - Shark Intelligence's successful financing round highlights investor confidence in the robotics sector, particularly in exoskeleton technology [27].

作者：周源/华尔街见闻 天禧个人超级智能体，联想会如何构建？ 5月7日，上海世博中心见证了人工智能发展史上的重要时刻。 在以"Smarter AI for All 让AI成为创新生产力"为主题的联想创新科技大会（Tech World）上，联想集团展示了混合式AI战略的产业落地成果：新发布的天禧 个人超级智能体和业内首个企业超级智能体"联想乐享"，再配合搭载天禧个人超级智能体的AI PC、AI手机和AI平板等，由此构成个人与企业拥抱个性化AI 的超级入口。 在此基础上，联想集团执行副总裁兼中国区总裁刘军在大会上宣布，AI普惠已从"芝麻开门"的技术探索阶段，正式迈入"烟火人间"的规模化落地时代。 联想集团执行副总裁兼中国区总裁刘军 刘军在主题演讲中强调，联想中国将聚焦混合式AI战略，通过以"超级智能体"（Super AI Agent）领纲、面向C端的"智能双胞胎"和专供B端的"硅基战队"的 双重引擎，推动AI从实验室走向千行百业。 这一战略布局，不仅是联想八年技术沉淀的厚积薄发，更是其响应国家"十四五"规划、加速中国智能化转型的关键落子。 超级智能体=认知操作OS 5月7日，联想正式发布天禧个人超级智能体，首开业 ...

来源：本文来自 tomshardware ，谢谢。 如果您希望可以时常见面，欢迎标星收藏哦~ 据报道，该芯片采用 10 核布局，采用台积电 5nm 工艺制造。 该SoC采用基于Arm64-v8a ISA的十核（2+2+3+3）布局，但具体的CPU核心架构和配置细节尚 未公布。最快的核心簇频率为3.29 GHz，此外还有三个核心，频率分别为2.83 GHz、两个核心 和1.9 GHz，最后一个核心频率为1.71 GHz。 整个行业，尤其是中国制造商，越来越倾向于自主研发芯片，华为的麒麟X90、小米传闻中的 XRing，以及现在联想似乎也加入了这一行列。正如X（原推特）用户chunvn8888所指出的，联 想即将推出的Yoga Pad Pro预计将搭载代号为"SS1101"的定制SoC（片上系统），该SoC很可能 采用了Arm现成的Cortex设计。爆料人Digital Chat Station对此进行了进一步证实和详细分析， 尽管一些技术细节仍未公开。 由于全球覆盖范围和供应有限，联想的 Yoga Pad Pro 系列很可能只面向中国市场，作为二合一 混合设备，既可配置为笔记本电脑，也可配置为平板电脑。上一代产 ...

中美贸易战胶着之下，5月9日，我国召开会议宣布正式开展打击战略矿产走私出口专项行动。会议上还强调，自重稀土等战略矿产实施出口管制以来，部 分境外实体与境内不法人员相互勾结，不断翻新走私出口手法，试图逃避打击！结合最近新闻，指的是哪些大厂和哪些专家，已经昭然若揭。 越来越严格的管控 2025年1月16日，商务部在答记者问中指出，我国高度重视出口管制工作，战略资源相关物项具有明显的 军民两用属性， 2025年我国将根据自身需要，适 时在战略资源领域增列两用物项，并加强出口管制。 两用物项由于可以被广泛应用于军事用途，已经被提高到了战略资源的重视程度。而稀有金属作为两用物项的"常驻嘉宾"，近年来国家对其也给予了足够 多的重视： 早在2007年我国就将部分稀有金属纳入了出口管制目录； | 2 | 部分稀有金属 | | | | | --- | --- | --- | --- | --- | | | | 8109200090 | 其他未锻轧锆:粉末 | 公斤 | | | 管 | 8109300000 | 错废碎料 | 公斤 | | | | 8109900090 | 其他锻轧铝及结制品 | 公斤 | | | | 81032 ...

点击图片▲立即试听 " 这一轮的全球供应链的重新洗牌为企业提供了重新定义市场地位的机会。 " 文 / 巴九灵（微信公众号：吴晓波频道） "我第一次在海外当被告是在巴西，是我的巴西籍总经理告的。" 黄兆华曾是广西柳工海外事业部的总经理，出海足迹遍布全球近 50 个国家和地区。令他没想到的是，职业生涯中印象最深刻的一次"当被告"，发 生在国土面积排全球第五、人口排第七的巴西。 除了劳工环境和工作强度等差异带来的风险，供应链专家林雪萍还将巴西称为 "税种地狱"，即税收系统极其复杂，稍微不慎就会面临巨额罚款。 面对这块难啃的骨头，小米集团前总裁王翔亦感受颇深。他曾带领小米手机在 100 多个国家扫清知识产权和合规问题的障碍，然而在巴西市场却 步履维艰，"巴西同事跟我们开玩笑，说美国的税务体系都是巴西人帮建的。" 巴西似乎是这一轮中国企业出海的一个缩影：广阔市场和低成本制造吸引着中资企业，但出海目的地的法律文化、合规性、工会等又能化作一把时 刻悬在头顶的达摩克里斯之剑。 但出海的路总归不能停。最新出炉的 4 月外贸数据显示，进出口数据远超预期，除了宏观政策的扶持，出海企业的敏捷调整、技术创新和多元化 策略有效地应对了外 ...

Investment Rating - The industry rating is optimistic, expecting an overall return exceeding 5% above the CSI 300 index in the next six months [11]. Core Insights - On May 8, 2025, the CSI 300 index rose by 0.56%, while the machinery sector increased by 1.07%, ranking 6th among all primary industries. The photovoltaic equipment sub-sector saw the highest increase of 3.55%, while engineering machinery experienced the largest decline of 0.57% [3]. - Notable individual stock performances included Gaomei Co., Ltd. (+20.02%), Magu Technology (+20.01%), and Xinlei Co., Ltd. (+20.01%) on the gainers list, while Greebo (-6.70%), Gogo Technology (-6.22%), and Northern Co., Ltd. (-5.67%) led the decliners [3]. Sub-industry Summary - The humanoid robot industry is currently in a high prosperity cycle, representing a future trend in advanced products. Lenovo's entry into this market with its humanoid robot "Silicon-based Employee" aligns with industry trends, supported by a complete industrial chain [8]. - The SA750U large unmanned transport aircraft, developed by Shanhe Huayu Aviation Technology, successfully completed its first domestic test for autonomous multi-package air drop, marking a significant milestone in the development of large unmanned transport aircraft in China [9].