近日，360集团正式宣布纳米AI完成品牌焕新，升级为"多智能体蜂群"。就此，360方面告诉《中国经营 报》记者，多智能体蜂群首次实现多智能体拉群组队、像蜂群一样分工协作，依靠群体智慧全自动完成 复杂任务，直接为用户交付结果。 L3智能体，是推理型智能体，代表是首发版的Manus。据介绍，纳米AI上也有5万+推理型智能体，包括 深度研究智能体、购物智能体、旅行规划智能体等。它们单兵作战的能力很强，能够针对特定任务进行 多步逻辑推演，可调用工具完成定向目标。推理型智能体能实现AI自主规划完成任务，像是人类制造 的一位领域专家。 "360蜂群的核心壁垒在于全球首个L4级多智能体落地能力，将AI从'工具时代'推进到'协作时代'。谨慎 看好，但需突破三大临界点，其能否持续领先取决于：算力成本控制（决定商业化速度）、跨领域泛化 能力（如工业自动化场景验证）、生态开放度（避免闭门造车）。"阳明商业论创始人沈阳告诉记者， 短期看，360在内容创作领域将收割红利；长期需警惕OpenAI与DeepMind在通用蜂群架构上的降维打 击。需建议密切关注其2025年第三季度开发者大会的生态开放策略。 团队协作模式 据介绍，纳米AI多智 ...

Core Insights - The article discusses the rapid advancements in the AI large model industry, highlighting the emergence of "embodied intelligence" as a significant trend, with major companies showcasing their latest technologies at the World Artificial Intelligence Conference (WAIC) [15][16][27]. Group 1: Industry Trends - The WAIC attracted over 350,000 attendees and featured more than 800 exhibitors, showcasing over 3,000 cutting-edge technologies, indicating a strong interest in AI applications and industry collaboration [15]. - The trend of "embodied intelligence" is shifting AI from virtual environments to physical applications, such as robots and smart devices, enhancing real-world interactions [15][16]. - The development of multi-agent systems is becoming prominent, allowing multiple AI agents to collaborate on complex tasks, improving efficiency and aligning with real-world operational logic [17][18]. Group 2: Major Company Developments - Alibaba launched several models at WAIC, including the Qwen3 series, which outperformed closed-source models in various evaluations, emphasizing its commitment to open-source AI [21][22]. - ByteDance introduced new models like Doubao 3.0 for image editing and a simultaneous interpretation model, showcasing its diverse AI capabilities across different domains [23][24]. - Huawei unveiled the Ascend 384 super node, achieving 300 PFLOPS computing power, significantly enhancing the performance of large models [26][27]. Group 3: Open Source Initiatives - The open-source movement in the AI sector is gaining momentum, with major companies like Alibaba and ByteDance releasing models to foster innovation and collaboration within the developer community [19][20]. - The open-source models are expected to accelerate application development and attract more talent and resources into the ecosystem, marking a new phase in the domestic AI landscape [20]. Group 4: Performance Metrics - The GLM-4.5 model from Zhiyuan AI achieved a significant reduction in inference costs while maintaining high performance across various benchmarks, indicating advancements in model efficiency [40]. - The Kimi K2 model from Moonlight achieved a high performance rating in mathematical reasoning and multi-language support, setting a new standard for open-source models [47][48].

Group 1 - The core viewpoint of the article is that the company 360 has launched the world's first L4-level enterprise intelligent agent factory, SEAF, at the China Internet Security Conference, aiming to address issues related to the deployment of intelligent agents in government and enterprise scenarios, such as usability and trustworthiness [1] Group 2 - The SEAF is designed to specifically tackle problems that arise in the implementation of intelligent agents, which include being unusable, difficult to use, and concerns about reliability [1]

Core Insights - 360 Group, led by founder Zhou Hongyi, collaborates with ISC.AI Academy to launch the "ISC.AI Academy Intelligent Agent Training Manual and Intelligent Agent Course," aimed at facilitating zero-threshold digital transformation for enterprises [1][3]. Group 1 - The release is based on the 360 SEAFactory training platform and ISC.AI Academy's AI practical training field, providing a comprehensive system of intelligent agent courses and scenario-based case libraries [3]. - The 360 SEAFactory training platform is a "no-code" intelligent agent customization platform that allows users to quickly build exclusive intelligent agents using natural language commands, significantly lowering technical barriers [3][5]. - ISC.AI Academy's AI practical training field is the first domestic industry-education integrated AI practical platform, integrating enterprise technology standards and business processes [3][5]. Group 2 - The systematic intelligent agent courses and scenario-based case libraries focus on practical applications, forming a complete loop from theoretical explanation to deployment operations [5]. - The collaboration combines 360 Group's technological accumulation in the intelligent agent field with ISC.AI Academy's systematic educational capabilities, providing full-cycle support for intelligent agent development, deployment, and operation [5]. - The new paradigm of "capability co-construction and achievement sharing" may accelerate the establishment of a self-evolving intelligent agent industry community across various sectors [5].

Core Viewpoint - The 13th Internet Security Conference (ISC.AI 2025) emphasizes the importance of AI and its applications, with a focus on the transformative impact of intelligent agents on various industries and the economy [1][3]. Group 1: AI Development and Impact - Zhou Hongyi, founder of 360 Group, highlights that the current wave of AI development is unprecedented, predicting significant societal and economic changes due to the rise of intelligent agents [3]. - The concept of "All In Agent" is promoted, encouraging all sectors to embrace AI to enhance productivity and drive the construction of a digital China [3][5]. Group 2: Intelligent Agents and Their Capabilities - Intelligent agents are described as the key to transitioning AI from mere thinking to actionable capabilities, reshaping industry structures and accelerating new productivity [5][6]. - The introduction of the L4 multi-agent swarm by Nano AI represents a qualitative leap in intelligent agent capabilities, allowing for efficient teamwork across different domains [6]. Group 3: 360 Intelligent Agent Factory - The 360 Intelligent Agent Factory aims to lower the barriers for AI application, featuring a simple development process that allows non-technical personnel to create intelligent agents using natural language [6][10]. - The factory supports continuous execution of complex tasks and integrates a vast ecosystem of existing intelligent agents and tools, enabling businesses to utilize AI effectively [7][8]. - A comprehensive security framework is established to protect the entire lifecycle of intelligent agent production and application, addressing potential risks [9]. Group 4: Future of Work and AI Integration - The model proposed by Zhou Hongyi envisions a future where human employees lead numerous intelligent agents, transforming them into "super individuals" and organizations into "super organizations" [10]. - The "Red Dress Classroom" initiative aims to educate individuals and organizations on building core competencies in the era of intelligent agents, facilitating the practical application of cutting-edge technology [10].

Core Insights - The stock price of 360 Security Technology Co., Ltd. (601360) closed at 10.99 yuan on August 7, 2025, with a slight decline of 0.18% [1] - The company reported a total revenue of 1.864 billion yuan for Q1 2025, reflecting a year-on-year growth of 8.39% [1] - The net profit attributable to shareholders decreased significantly by 149.16% to 273.166 million yuan, while the non-recurring net profit increased by 14.81% to 282.42 million yuan [1] Financial Performance - The liquidity ratios are strong, with a current ratio of 4.107 and a quick ratio of 4.052, indicating good short-term financial health [1] - The debt-to-asset ratio stands at 20.90%, suggesting a low level of financial leverage [1] Investment and Business Activities - The company has made investments in 11 enterprises and participated in 706 bidding projects [2] - It holds 428 patents and has obtained 6 administrative licenses, showcasing its active engagement in innovation and compliance [2]

新浪科技讯 8月7日下午消息，在ISC.AI 2025未来峰会上，360数字安全集团总裁胡振泉指出："随着大 模型技术加速落地与智能体的规模化应用，AI安全风险也正呈现出'内忧外患'的复杂态势。" 据他介绍，360提出的"以模制模"新思路，利用人工智能技术自身优势对抗AI安全风险，并打磨出360大 模型安全卫士，通过四大安全智能体形成闭环防护体系。 其中，内容安全智能体作为AI内容"守门人"，通过幻觉抑制、安全风控等专用模型，实时审核输入输出 内容，拦截违法违规信息，抑制虚假生成，为党政军企等场景筑牢内容安全防线。 AI Agent安全智能体聚焦智能体执行安全，通过异常行为识别、权限管控及人工审核，防范数据泄露与 越权操作，确保 AI"行动能力" 可控。 他指出，从内部来看，AI存在与生俱来的"四大基因缺陷"：一切皆可编程、一切皆可模仿、一切皆可生 成、一切皆可调度。从外部来看，一方面，针对AI系统的攻击将变成大国博弈的关键；另一方面，黑 灰产利用AI批量制造攻击武器，甚至部署"黑客智能体"，传统安全防御体系难以应对。 "这些风险交织，使得AI安全的复杂程度远超传统范畴"。胡振泉强调，AI安全既涵盖网络、数据 ...

Core Viewpoint - 360 Group launched the "Intelligent Agent Factory" during the 13th Internet Security Conference (ISC.AI 2025), enabling enterprises to customize L3 intelligent agents without programming knowledge and to form L4 multi-agent teams through natural language [1][2] Group 1 - The company emphasizes the importance of addressing core pain points in small, high-yield scenarios when building effective intelligent agents [1] - Four key recommendations were provided by the CEO of 360 Digital Group, including focusing on small scenarios, knowledge-friendly scenarios, convergent scenarios, and markets with significant potential [2] Group 2 - The first recommendation is to identify small scenarios, as many companies struggle to implement large models effectively [2] - The second recommendation is to choose knowledge-friendly scenarios, which align with the company's trained models in safety awareness, knowledge understanding, and multi-modal analysis [2] - The third recommendation is to focus on convergent scenarios, where fewer types of solutions can yield greater returns [2] - The fourth recommendation highlights the necessity of market potential, as AI implementations must demonstrate visible value to be successful [2]

计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。截至8月6日， 该ETF前十大重仓股包括科大讯飞、海康威视、中科曙光、金山办公、同花顺、浪潮信息、恒生电子、 紫光股份、润和软件、三六零等龙头。计算机ETF（159998）配有场外联接基金（A类：001629/C类： 001630）。 8月7日，三大指数集体走低，截至发稿上证综指下跌0.05%，深证成指下跌0.68%，创业板指跌1%。中 证计算机主题指数(930651.CSI)跌0.73%，该指数成分股中，用友网络上涨超5%，卫宁健康上涨近3%， 三六零与虹软科技等4只个股上涨超1%。 相关ETF方面，计算机ETF（159998）截至发稿下跌0.85%。资金流向方面，该ETF上个交易日(8月6日) 净流入额为2032.42万元，截至上个交易日，已连续4个交易日"吸金"（获资金净流入），累计净流入额 为9422.46万元。截至8月6日，该ETF最新流通份额为38.65亿份，最新流通规模为36.5亿元，居全市场 计算机类ETF产 ...

Core Viewpoint - 360 Group has unveiled its new strategy "AllinAgent" at the Internet Security Conference, emphasizing the need for AI capabilities to produce tangible results rather than just suggestions or answers [1] Group 1: AI Development and Strategy - The company is focusing on developing intelligent agents across all departments to automate tasks, allowing employees to balance work and personal life without layoffs [1] - 360's upgraded Nano AI has transformed into a "multi-agent swarm," capable of generating high-quality videos and reports, and addressing user queries in various domains [1][3] - The development of intelligent agents is categorized into four levels, with the newly introduced L4 level aiming for collaborative efforts among multiple agents to enhance service capabilities [3] Group 2: Cybersecurity and Market Challenges - 360 is also targeting the B2B market by providing AI-driven cybersecurity services, recognizing the increasing threat posed by AI-enabled attacks [4] - The emergence of intelligent agents in hacking has created an asymmetry in cybersecurity, necessitating the integration of AI in defense strategies [4][5] - The newly launched security intelligent agent can identify threats three times more effectively than human efforts, with a tenfold increase in detection speed and a 20% improvement in accuracy [5] Group 3: Business Dynamics and Future Outlook - The company anticipates continuous rapid changes in its business model, asserting that the evolution of intelligent agents is ongoing and that execution and adaptability are key competitive advantages [5]