幻觉正在成为大模型的"公敌" 如果要给当前的大语言模型挑出一个最致命的短板，"幻觉"二字当之无愧。 所谓"幻觉"（Hallucination），并不是模型崩溃或者系统宕机的表现，恰恰相反，它往往以最流畅、最 自信的语气，输出最离谱、最错误的内容。模型给出的回答结构清晰、逻辑顺畅、语言得体，甚至还能 引用"似是而非"的数据或术语，但本质上，它在一本正经地胡说八道——内容错得离谱，却骗得你一愣 一愣的。 在中国企业服务市场，一场静悄悄却极具风险的智能化狂潮，正在上演。 过去半年，成千上万家软件企业争先恐后地将国产大语言模型——尤其是DeepSeek这样的"明星模 型"——接入到自家产品体系中，仿佛只要挂上"AI"的名号，就能瞬间实现降本增效、智能升级。政务 系统开始用AI解答政策法规，电商平台让AI客服自动应对客户提问，SaaS平台嵌入AI助手生成报告、 写邮件、整理合同，几乎所有B端系统都在加速"AI化"。 它像是新一轮"上云"运动，只不过这次不是搬服务器，而是"接大脑"。 企业的技术团队在重构流程，产品经理在重写交互逻辑，AI似乎无所不能，从问答、推荐，到洞察和 决策。一夜之间，AI不再是概念，而是写进了SO ...

智通财经APP讯，中国软件国际(00354)发布公告，于2025年4月9日，中软国际及其旗下公司深圳开鸿数 字产业发展有限公司(以下简称"深开鸿")共同发布全国首个基于开源鸿蒙的分布式异构多机协同机器人 操作系统-M-Robots OS(Multi-Robots OS) 1.0。标志着我国机器人操作系统迈入"多机协同、群体智能"的 新阶段，为全球机器人技术发展提供了全新的"中国方案"。 M-Robots OS以开源鸿蒙操作系统为核心引擎，依托国产多种架构芯片构建硬件底座，面向多形态异构 机器人或群体机器人协同场景，打造机器人操作系统统一底座，实现各种形态机器人(工业机械臂、协 助机器人、移动作业机器人等)之间的高效协作，同时赋能机器人与人及周边环境的智能交互。该系统 不仅提升了机器人单机性能，更突破了多机器人协同的技术壁垒，为机器人产业的"群体智能"时代开辟 了道路。 M-Robots OS具备四大差异化能力。 1. 多机实时协同：中断延迟低于1-3微秒，任务切换低于1微秒，可满足机器人、无人机、工业控制及自 动驾驶等场景需求; M-Robots OS 採用开放开源的方式，通过开源社区驱动建设的统一标准(如统 ...

Investment Rating - Industry rating: Recommended [5] Core Viewpoints - The ongoing tariff war between the US and China has intensified, with the US imposing a 34% tariff on Chinese imports, prompting China to respond with similar tariffs, which accelerates the domestic innovation and localization process in the technology sector [1][3][14] - The Chinese government emphasizes "technological self-reliance" as a core agenda, with policies aimed at enhancing key technology breakthroughs and increasing investment in basic research, which supports the growth of the domestic technology industry [2][26] - The tariff situation has led to significant market volatility, with the Chinese stock market experiencing a drop of over 7% in a single day, but state-owned enterprises have stepped in to stabilize the market through share buybacks and acquisitions [3][32] Summary by Sections 1. Changes in Foreign Tariff Policies - The US has implemented a "reciprocal tariff" policy, raising tariffs on Chinese goods, which has increased the cost of imported high-end components for the Chinese tech industry, particularly in hardware sectors like chips and servers [1][14][19] - The tariff war has created short-term challenges for the domestic innovation industry, but it also accelerates the push for domestic alternatives and self-sufficiency in technology [19][35] 2. Policy Promotion of Self-Reliance - The Chinese government has introduced measures to strengthen key technology research and optimize the layout of scientific research resources, aiming to create a trillion-level domestic innovation industry cluster by 2027 [2][28] - Local governments are also implementing supportive policies to promote domestic technology development, focusing on areas such as artificial intelligence and software ecosystems [28][30] 3. Corporate Actions and Domestic Tariff Responses - In response to the tariff war, state-owned enterprises have increased share buybacks to bolster market confidence, with 18 central enterprises taking action to stabilize the market [3][32] - The domestic chip market is benefiting from the increased prices of imported chips, highlighting the competitive advantage of domestic alternatives [3][31] 4. Investment Recommendations - Beneficial targets include core domestic innovation companies such as China Software, China Great Wall, and Dongfang Tong, as well as domestic computing and chip firms like Tuwei Information and Haiguang Information [4][39]

消息面上，中国软件国际2024年实现收入169.51亿元，其中，全栈AI产品及服务贡献收入达9.57亿元， 占收比达到5.65%。此外，Windows对华为授权到期，3月27日，Google宣布将停止Android开源项目 （AOSP）。方正证券认为，行业变革预计加速鸿蒙操作系统的推广，及应用生态的适配。中软国际始 终处于开源鸿蒙生态领先地位，在OpenHarmony 社区代码贡献量稳居前位。公司依托KaihongOS+超级 设备管理平台KaihongOS Meta，研发了20款自研产品，服务400多家企业，为500多款应用提供迁移服 务，接入设备数量达千万级。 海通证券指出，公司积极布局"1+3"，形成全栈AI有机体。"1+3"即云智能+鸿蒙智能物联网与数字孪生/ 企业数字化转型与ERP咨询实施/AIGC业务；公司持续保持华为云业务生态份额第一，以云智能业务密 切抵达AI价值客户；公司在鸿蒙原生应用和元服务方面深度融入华为纯血鸿蒙生态体系；加速AIGC创 新和Agent工场布局，促进算力/模型/数据/应用全栈AI优势融合。打造AI原生ERP咨询实施和自研服务 能力，公司成功交付某电力央企自研ERP原型系统研 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏，并对其内容 的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ● 公司股票交易于2025年4月3日、7日、8日连续3个交易日内日收盘价格涨幅偏离值累计超过20%。 ● 经公司自查，并经公司控股股东及实际控制人书面确认，截至目前，公司不存在应披露而未披露的重 大事项。 ● 相关风险提示：公司于2025年1月18日披露《中国软件2024年年度业绩预亏公告》，预计2024年度实 现归属于上市公司股东的净利润-46,500万元到-39,000万元；预计2024年度实现归属于上市公司股东的 扣除非经常性损益后的净利润-63,000万元到-53,000万元，以上预告数据仅为初步核算数据，具体准确 的财务数据以公司正式披露的经审计后的2024年年报为准。 一、股票交易异常波动的具体情况 本公司股票交易于2025年4月3日、7日、8日连续3个交易日内日收盘价格涨幅偏离值累计超过20%；根 据《上海证券交易所交易规则》的有关规定，已构成股票交易异常波动。 （三）媒体报道、市场传闻、热点概 ...

证券代码：600536 证券简称：中国软件 公告编号：2025-009 中国软件与技术服务股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 公司股票交易于 2025 年 4 月 3 日、7 日、8 日连续 3 个交易日内日收盘 价格涨幅偏离值累计超过 20%。 （二）重大事项情况 -1- 经公司自查，并经公司控股股东及实际控制人书面确认，截至目前，公 司不存在应披露而未披露的重大事项。 相关风险提示：公司于 2025 年 1 月 18 日披露《中国软件 2024 年年度业 绩预亏公告》，预计 2024 年度实现归属于上市公司股东的净利润-46,500 万元 到-39,000 万元；预计 2024 年度实现归属于上市公司股东的扣除非经常性损益 后的净利润-63,000 万元到-53,000 万元，以上预告数据仅为初步核算数据，具 体准确的财务数据以公司正式披露的经审计后的 2024 年年报为准。 一、股票交易异常波动的具体情况 本公司股票交易于 2025 年 4 月 3 日 ...

关于对中国软件股票交易异常波动询证的复函 中国软件与技术服务股份有限公司: 你公司股票交易于 2025年4月3日、7日、8日连续 3个交易日 内日收盘价格涨幅偏离值累计超过20%,根据《上海证券交易所交易 规则》的有关规定,已构成股票交易异常波动。现就你公司向我公司 询证事宜答复如下: 截至2025年4月8日,除中国软件与技术服务股份有限公司 2024 年度向特定对象中国电子、中电金投发行 A 股股票,募集资金用于麒 2025年4月3日、7日、8日连续3个交易日内,我公司及一致 行动人不存在买卖你公司股票的情况。 特此函复。 中国电子信息庆 8 F 关于对中国软件股票交易异常波动询证的复函 中国软件与技术服务股份有限公司: 你公司股票交易于 2025年4月3日、7日、8日连续 3个交易日 内日收盘价格涨幅偏离值累计超过20%,根据《上海证券交易所交易 规则》的有关规定,已构成股票交易异常波动。现就你公司向我公司 询证事宜答复如下: 截至2025年4月8日,除中国软件与技术服务股份有限公司 2024 年度向特定对象中国电子、中电金投发行 A 股股票,募集资金用于麒 麟软件实施研发项目事项外,未筹划涉及你公司的重 ...

Investment Rating - The report maintains a "Recommendation" rating for the industry [5] Core Viewpoints - The emphasis on "technology domestic demand" is highlighted, with a focus on self-reliance and control as a core theme in the context of major power competition [3][10][22] - The report suggests that the domestic computing demand and self-reliance will be the main drivers for investment opportunities in the technology sector [3][22] - The report identifies key areas of focus including domestic AI computing, national software innovation (信创), military information technology, and the Harmony OS ecosystem [3][22] Summary by Sections Market Review - The Shanghai Composite Index fell by 1.37%, the SME Index by 2.93%, and the ChiNext Index by 2.95% during the week of March 31 to April 3 [30] Industry News - The report discusses the release of the national measurement list which is expected to accelerate the domestic innovation industry [14] - It notes the importance of the Harmony OS as a significant new player in the domestic operating system market, particularly in PCs [15] Company Dynamics - Highwei Technology plans to reduce its shareholding by up to 4,400,000 shares, accounting for 1% of the total share capital [27] - The report mentions that Lai Si Information has completed the registration and filing procedures for changing its legal representative [27] Investment Suggestions - The report recommends focusing on companies involved in domestic AI computing, national software innovation, military information technology, and key players in the Harmony OS ecosystem [22] - Specific companies highlighted include Haiguang Information, Cambrian, Inspur Information, China Software, and others across various segments [22][21]

Group 1 - The core index of the software sector, the CSI All Share Software Index, opened lower but experienced a slight increase of 0.67%, closing at 14,174.3 points with a trading volume of 20.589 billion yuan [1] - Over the past month, the CSI All Share Software Index has decreased by 6.92%, while it has increased by 5.78% over the past three months and year-to-date [2] - The index is composed of publicly listed companies involved in software development, reflecting the overall performance of this sector [2] Group 2 - The top ten weighted companies in the CSI All Share Software Index include: iFlytek (10.46%), Kingsoft Office (8.08%), Tonghuashun (7.06%), Hang Seng Electronics (4.95%), Runhe Software (4.83%), 360 (4.3%), Yonyou Network (3.6%), Tuwei Information (3.37%), Sangfor Technologies (3.02%), and China Software (3.01%) [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange, accounting for 58.79%, while the Shanghai Stock Exchange accounts for 41.21% [2] - The index is entirely composed of companies in the information technology sector, with a 100% allocation [3] Group 3 - The CSI All Share Software Index undergoes adjustments every six months, with the next adjustment scheduled for the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers and acquisitions [3] - Public funds tracking the software index include various ETFs and fund products from Guotai, Zhaoshang, and Huatai [3]

Core Viewpoint - The China Securities Central Enterprises New Momentum Theme Index has experienced a decline, reflecting the overall performance of selected central enterprise listed companies in manufacturing, technology, and modern services sectors [1][2] Group 1: Index Performance - The index opened lower and fluctuated, closing down 0.23% at 1593.32 points with a trading volume of 17.177 billion yuan [1] - Over the past month, the index has decreased by 0.93%, and it has fallen by 2.38% over the last three months and year-to-date [1] Group 2: Index Composition - The index comprises 45 representative listed companies from central enterprises under the State-owned Assets Supervision and Administration Commission, focusing on R&D investment, profitability, and industry cross-integration [1] - The top ten weighted stocks in the index are Hikvision (10.25%), Guodian NARI (9.28%), Changan Automobile (8.8%), AVIC Optoelectronics (7.12%), China Merchants Highway (3.75%), AVIC On-board (3.65%), Shenzhen South Road (3.58%), China Software (3.51%), Baoxin Software (3.4%), and AVIC High-Tech (2.74%) [1] Group 3: Market Distribution - The index's holdings are primarily listed on the Shenzhen Stock Exchange (58.81%), followed by the Shanghai Stock Exchange (40.91%) and the Beijing Stock Exchange (0.28%) [1] - The industry distribution of the index holdings shows that industrials account for 47.74%, information technology for 34.27%, consumer discretionary for 9.20%, financials for 4.14%, communication services for 3.83%, and materials for 0.83% [2] Group 4: Index Adjustment Mechanism - The index samples are adjusted semi-annually, with adjustments occurring on the next trading day after the second Friday of June and December each year [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2]