百度集團股份有限公司（「本公司」）董事會（「董事會」）謹此公佈，本公司香港主要營業 地點之地址將自2025年8月18日起變更為香港灣仔港灣道18號中環廣場6706室。 本公司總部、網站、電話號碼及傳真號碼將保持不變。 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表 任何聲明，並明確表示概不會就本公告全部或任何部分內容而產生或因倚賴該等內容而引致的任何損失承擔任何 責任。 根據不同投票權架構，我們的股本包括A類普通股及B類普通股。對於提呈本公司股東大會投票的所有事宜，A類 普通股持有人每股可投1票，而B類普通股持有人則每股可投10票。股東及有意投資者務請留意投資不同投票權架 構公司的潛在風險。我們的美國存託股（每股美國存託股代表八股A類普通股）於美國納斯達克上市，股份代碼為 BIDU 。 Baidu, Inc. 百度集團股份有限公司 （於開曼群島註冊成立以不同投票權控制的有限責任公司） （股份代號：9888（港元櫃台）及89888（人民幣櫃台）） 變更香港主要營業地點之地址 承董事會命 百度集團股份有限公司 董事長兼首席執行官 李彥宏先生 香港，2025年8月 ...

国内资讯外交部：中方反对将科技和经贸问题政治化、工具化、武器化 外交部发言人林剑答记者问。有记者提问，据报道，消息人士称，近期中国官员向美国专家表示，希望 美方放宽对高带宽内存芯片对华出口管制。报道称，该类芯片可用于人工智能技术开发，中方担心美方 管制可能阻碍华为等中企自研人工智能芯片，中方将此要求作为双方贸易协议的一部分。中方能否证 实？对此有何评论？林剑表示，具体问题建议向中方主管部门询问。中方反对将科技和经贸问题政治 化、工具化、武器化，反对对中国进行恶意封锁和打压的立场是一贯、明确的。这种做法扰乱全球产供 链稳定，不符合任何一方利益。 智谱：视觉推理模型GLM-4.5V正式上线并开源 智谱宣布推出开源视觉推理模型GLM-4.5V（总参数106B，激活参数12B），并同步在魔搭社区与 Hugging Face开源。据介绍，GLM-4.5V基于智谱新一代旗舰文本基座模型GLM-4.5-Air，延续GLM- 4.1V-Thinking技术路线，在41个公开视觉多模态榜单中综合效果达到同级别开源模型SOTA性能，涵盖 图像、视频、文档理解以及GUI Agent等常见任务。 京东云JoyScale：目前支持华为 ...

Group 1 - The core viewpoint of the articles is that the Chinese AI public cloud service market is experiencing significant growth, driven by the expansion of generative AI applications and increased demand for machine learning training [1][3][5] - In 2024, the market size of China's AI public cloud service is projected to reach 19.59 billion RMB, representing a 55.3% increase compared to 2023 [1] - Major players in the market include Baidu Smart Cloud and Alibaba Cloud, which are tied for first place, followed by Tencent Cloud and Huawei Cloud [1] Group 2 - The computer vision public cloud service market in China is expected to reach 8.1 billion RMB in 2024, with a year-on-year growth of 33.7% [3] - The conversational AI public cloud service market is projected to grow to 2.09 billion RMB in 2024, reflecting a 39.5% increase from 2023 [3] - The intelligent voice public cloud service market is anticipated to reach 1.88 billion RMB in 2024, with a growth of 19.5% [3] - The natural language processing public cloud service market is expected to grow to 2.22 billion RMB in 2024, marking a 51.1% increase [3] - The machine learning platform public cloud service market is projected to reach 5.29 billion RMB in 2024, achieving a remarkable growth of 163.8% [3] Group 3 - IDC advises technology providers to leverage large models to comprehensively restructure cloud service architectures to meet the demands of an intelligent era [4] - Emphasis on AI governance is crucial as AI systems play a significant role in high-risk decision-making, necessitating transparency and accountability [4] - Companies are encouraged to rethink and build new partner ecosystems in the context of large models and generative AI, as the boundaries of the market are being reshaped [4]

Market Overview - US stock market showed mixed performance last Friday, with economic data presenting a varied outlook and market sentiment being cautious ahead of the US-Russia leaders' meeting [2] - The three major indices closed with differing results, while the US dollar declined and the yield on the 10-year Treasury note rose to 4.32% [2] Asian Market Performance - The Hang Seng Index opened higher today, up 0.09% at 25,293.34 points, while the Hang Seng Tech Index increased by 0.40% and the National Enterprises Index rose by 0.21% [2][3] - In the market, tech stocks showed mixed results, with Bilibili rising over 2%, JD.com and Baidu up over 1%, while Lenovo fell nearly 1% [2] - Chinese stocks generally saw gains, with Guolian Minsheng rising over 2% [2] - The innovative drug sector opened mostly higher, with Hansoh Pharmaceutical increasing over 2% [2] - Gold stocks were active, with China Gold International rising over 1% [2] - Some automotive stocks also saw increases, with NIO rising over 5% [2]

恒生指数高开0.09%，恒生科技指数涨0.4%。中国神华涨近3%，京东、百度涨超1%。 本文转载自"腾讯自选股"，智通财经编辑：陈筱亦。 关于港股后市 华泰证券指出，当下，市场处于交易主线相对缺乏、海外及国内重要事件等待验证的关键阶段，也正是 仓位调整的窗口期，我们对后续行情并不悲观。 中报视角下，建议关注：1)高景气估值性价比的游 戏、互联网电商龙头；2)估值修复较多但业绩预喜率高、增长预期有望上修的创新药和大金融，包括香 港本地金融股。 中国银河指出，展望后市，建议关注港股以下板块：(1)中报业绩表现超预期的板块，港股中报业绩表 现好于预期的板块有望补涨。(2)政策利好增多或政策利好持续发酵的板块，例如创新药、AI产业 链、"反内卷"行业等。(3)美国加征关税政策扰动不断，投资者风险偏好随之波动。在海内外不确定性 因素的扰动下，高股息标的可以为投资者提供较为稳定的回报。 中信证券研报认为，展望8月份，半年报业绩期将是港股行情是否延续的重要节点，结合政策方面"反内 卷"的广泛影响与快速落地，预计短期市场可能由前期的流动性驱动转往业绩驱动与政策验证的共振阶 段。随着市场焦点从"预期"转往"兑现"，业绩超预期、 ...

Core Insights - The AI industry is experiencing a shift from explosive growth to a new phase characterized by user preference changes and declining traffic for many vertical tools [4][5][59]. Group 1: User Trends and Market Dynamics - General-purpose AI models are squeezing the survival space of specialized tools, leading to a decline in traffic for AI writing and content tools by 12% and 8% over the past three months [5][33]. - Video and voice generation products are also facing growth bottlenecks, with video generation growth dropping from nearly 20% at the beginning of the year to just 1% [6][37]. - In the overseas market, while many vertical products are cooling off, travel-related products like Mindtrip have seen a remarkable increase of 153% in the last three months [7][40]. - The "plugin" model has become mainstream in the domestic market, with an average of 2.1 AI features integrated into each app [8][54]. - The total number of active mobile AI users in China reached 680 million, but native app growth is slow, with a significant decline in PC web applications [9][54]. Group 2: Competitive Landscape - AI search remains the leading segment, with over half of the users lost by DeepSeek migrating to Baidu [10][58]. - The impact of AI on traditional industries is evident, with significant traffic declines in sectors like education technology, where platforms like Quora saw nearly a 50% drop year-over-year [11][59]. - OpenAI dominates the market, with a clear advantage over smaller players, leading to a pronounced "Matthew effect" where the rich get richer [12][13]. Group 3: Performance Metrics - The overall traffic for global AI tools has stabilized after rapid growth earlier in the year, with a notable decline in many vertical categories [13][24]. - The traffic for AI writing tools has been consistently declining, with many well-known tools like Jasper and Wordtune experiencing significant drops [33][34]. - The travel category has shown remarkable resilience, with a 90% increase in traffic over the last 12 weeks, likely driven by seasonal demand [40][41]. Group 4: Future Outlook - The industry is moving towards embedding AI deeply into existing workflows and applications, rather than relying solely on standalone AI apps [60][62]. - The expectation for AI development is shifting from merely increasing model size to focusing on practical usability and user experience [63][66]. - The future of AI innovation is anticipated to be more complex and diversified, with a focus on genuinely useful applications [68].

Group 1 - Baidu is actively promoting its autonomous driving business "Luobo Kuaipao" in Hong Kong [1] - Hong Kong Chief Executive John Lee met with Baidu founder Robin Li and other officials to discuss the application of AI and autonomous driving technology in Hong Kong [1] - The meeting included discussions on the development of AI technology and the implementation of autonomous driving in various scenarios within the city [1]

Core Insights - The digital economy has become a significant focus in Heilongjiang Province during the "14th Five-Year Plan" period, with rapid development and substantial investments in digital infrastructure [1][4][7] - Major tech companies such as Huawei, Baidu, JD.com, Tencent, and ZTE have established a presence in Heilongjiang, indicating the region's potential for digital technology applications [3][4] - The local government has actively sought to learn from other regions and has initiated projects like the "Digital Longjiang Intelligent Computing Center" to enhance digital capabilities [4][5] Industry Development - Heilongjiang's digital economy was relatively nascent in 2021 but has since seen a surge in market participants, with over 30,000 entities in the digital economy sector by June 2025 [7] - The core revenue of the digital economy in Heilongjiang has surpassed 100 billion yuan, marking the emergence of a new trillion-level digital industry chain [7] - Local entrepreneurs, such as Yang Yaning from Harbin Pengbo Puhua Technology Development Company, have successfully expanded their businesses, contributing to the growth of the digital economy [5][7] Infrastructure and Technology - The establishment of the China Mobile Intelligent Computing Center in Harbin has positioned the city as a key player in artificial intelligence research and development [7] - The region is leveraging its abundant electricity resources to create a "computing and electricity integration" base, aiming to reduce electricity costs for computing centers [7] - The "Digital Longjiang Intelligent Computing Center" is set to enhance Heilongjiang's integration into the national computing network, showcasing the province's commitment to digital transformation [4][7]

点击按钮▲立即预约 " 涉及公司业务部门的贪污腐败案件占比 81.89% 。 文 / 巴九灵（微信公众号：吴晓波频道） 因为一起腐败案， 8月中旬，DeepSeek的母公司幻方量化站在了风暴中心。 主犯，就是幻方量化的市场总监李橙，他与招商证券多名员工合谋，在 2018 — 2023年期间，通过虚构"经纪人"的身份，套取了1.18亿元佣金。 其中，李橙拿了约2000万，剩下的钱，则由招商证券两位涉嫌违法的员工分掉。 " 图源：微博 海淀区某短视频平台的冯某，负责服务商的入驻审批、奖励政策的制定以及执行，是公司与供应商之间资金往来的关键人物。 他利用职务便利，与熟人供应商密谋，通过泄露内部数据和设计政策漏洞，使虚假申请得以通过，将本应发放给服务商的 1.4亿元奖励金侵吞。 而为了转移赃款，冯某指示下属注册多家空壳公司接收资金，再通过多重账户层层转移。随后，团伙将资金兑换为比特币，并利用 "混币"技术混 淆交易链条，实现洗钱。最后，部分资金最终兑换回人民币，流入核心成员控制的账户，形成跨境资金闭环。 法网恢恢，腐败套路最终被识破，冯某等人都被判刑，团伙交出 90余枚比特币，公司部分损失得以挽回。 幻方量化本职是投 ...

Group 1 - The 2025 Global Smart Education Conference will be held in Beijing on August 18, 2025 [1] - The 2025 China International Futures Forum is scheduled for August 19, 2025, in Zhengzhou [1] - Companies such as Li Auto and Xiaomi Group are set to release their financial reports on August 19, 2025 [1][2] Group 2 - The Federal Reserve will announce its monetary policy meeting minutes on August 21, 2025 [2] - Google is hosting a product launch event to introduce new products on August 21, 2025 [2] - NIO will unveil its new ES8 product technology on August 21, 2025 [2]