Group 1 - The U.S. government is considering additional sanctions against Russia and has approved more defensive weapon shipments to Ukraine [2] - Japan reported a record high of 16,943 people hospitalized for heatstroke in June, the highest since records began in 2010 [5] - The National Development and Reform Commission of China announced a new investment of 10 billion yuan to support employment initiatives, aiming to create jobs for 310,000 people [6] Group 2 - France's President Macron is on a state visit to the UK, marking the first visit by a French president since 2008 and the first by an EU leader since Brexit [4] - The Chinese logistics sector saw a significant increase in e-commerce logistics index, reaching a new high of 111.8 points in June [12] - The Chinese government aims to increase the availability of childcare services, targeting 4.5 childcare spots for every 1,000 people by 2025 [8] Group 3 - The China Securities Association is conducting a comprehensive survey of the securities industry to prepare for the upcoming "China Securities Industry Development Report (2025)" [10] - GAC Fiat Chrysler has declared bankruptcy due to an inability to repay debts and lack of assets to cover liabilities [24] - The stock market saw significant movements, with Intel shares rising over 7% while major banks experienced declines [28]

智东西 编译 | 程茜 编辑 | 心缘 AI能听懂你的"话外音"了？ 智东西7月8日消息，近日，阿里通义实验室开源多模态推理模型HumanOmniV2。 HumanOmniV2通过引入强制上下文总结机制、大模型驱动的多维度奖励体系，以及基于GRPO的优化训练方法，实现了对多模态信息的全面理解，使得模 型不会错过图像、视频、音频中的隐藏信息，一定程度上规避其在全局上下文理解不足和推理路径简单上的问题。 如在生成最终答案前，模型会输出一个标签内的上下文概括，系统性分析多模态输入内容中的视觉、听觉、语音信号，为后面的推理过程提供依据。如下图 提问"女人为什么翻白眼"，HumanOmniV2基于视频、音频等信息给出正确答案"她的翻白眼更像是对一个潜在敏感话题的夸张、俏皮的反应，非对其他人表 示不满"。 现阶段HumanOmniV2已开源。阿里通义团队还推出包含633个视频和2689个相关问题的评测基准IntentBench，在此之上，HumanOmniV2准确率达到 69.33%。 Hugging Face：https://huggingface.co/PhilipC/HumanOmniV2 IntentBench评 ...

Core Insights - AI agents are experiencing rapid advancements and widespread adoption across various industries, with major tech companies investing heavily in their development and integration into existing platforms [1][2][3] Group 1: Market Developments - Baidu and Xiaomi have partnered to launch an "AI Agent Zone," marking the first integration of AI agents with an application marketplace [1] - Honor has released new AI-enabled devices powered by its YOYO AI agent, in collaboration with Alibaba, indicating a competitive landscape for AI agent ecosystems [1] - Major tech giants like Microsoft, Google, and Tencent are pushing AI agents from experimental phases to practical applications across multiple sectors, including content creation and customer service [1][2] Group 2: Company Strategies - Baidu is focusing on integrating AI agents into its mobile ecosystem, with 150,000 enterprises and 800,000 developers engaged in its AI initiatives [2] - Alibaba is targeting consumer-facing applications with its AI agents, leveraging its large model to enhance various internet platform services [3] - Tencent is developing a differentiated AI agent within its WeChat ecosystem, aiming to enhance user experience through social and content integration [3] Group 3: Technological Evolution - AI agents are evolving to become autonomous and capable of complex task execution, transitioning from passive tools to proactive executors [1][5] - The development of AI agents is expected to reshape user interaction with technology, moving towards a model where users interact with a single AI assistant rather than multiple applications [12] Group 4: Economic Impact - The global AI agent market is projected to grow from $7.63 billion in 2025 to $50.31 billion by 2030, with a compound annual growth rate of 45.8% [11] - AI agents are anticipated to create approximately $7 trillion in economic benefits by 2030, primarily through efficiency improvements [5][11] Group 5: Challenges and Risks - The current development of AI agents is still in its early stages, facing challenges such as "hallucination" issues and data security concerns [7][8] - There is a need for standardization in the technology ecosystem to facilitate collaboration and interoperability among different AI agents [9][10]

质疑声也有。在公众对平台竞争合规性愈加敏感的今天，难免产生疑问：巨头们如此"撒钱"，真的健康 吗？对此，淘宝、美团均承诺此轮补贴由平台承担，不转嫁成本，不挤压商家。这一点需要社会监督。 补贴换市场是互联网企业的竞争策略，而竞争本身就是市场活力的最强注解。正是激烈的市场竞争，淬 炼出如今的行业巨头，构建起覆盖电商、外卖、打车、移动支付的庞大基础设施与成熟商业模式。平台 企业的竞争，不仅深刻改变了国人的生活方式，更助力我国移动互联网和数字经济全球领跑，为如今角 逐人工智能时代奠定了坚实基础。 竞争带来机会。人们渴望那种生机勃勃、热气腾腾，人人有奔头的繁荣气象。但阳光灿烂的日子是等不 来的，它需要各行各业敢于投资、勇于拼搏，共同驱动消费、投资、出口"三驾马车"跑起来。 此轮角逐虽为争夺即时零售市场，但若平台能坚持用真金白银拉动消费，重构利益分配，带动就业，真 正做到"卷自己不卷商家，补用户也补骑手"，那不仅有利于促消费，也有利于激发社会活力。 如果外卖界要写大事记，那2025年7月5日必须记上一笔——当天，美团毫无征兆地放出海量免费饮品券 和外卖优惠券，瞬间引爆流量，APP忙到闪崩，商家订单满墙。截至5日22时54 ...

Group 1 - The Nasdaq China Golden Dragon Index increased by 0.71% [1] - Popular Chinese concept stocks mostly rose, with iQIYI up over 3% [1] - JD.com and New Oriental both rose by over 2%, while Alibaba increased by 1.6% [1]

纳斯达克中国金龙指数一度涨近2%， 热门中概股集体大涨。 美国总统特朗普的新关税政策让美股周一（7月7日）大幅下挫。但周二（7月8日）亚洲和欧洲市场的平稳表现，让市场憧憬特朗普的关税大棒只会高高举 起，轻轻放下。周二美股开盘后，三大指数表现平稳，中概股表现亮眼。 多国态度强硬 反对美国关税政策 周一，14个国家收到了特朗普的信函，信中列出了将于8月1日起对其商品征收的高额关税税率。虽然美股周一大幅回调，但亚太和欧洲股市周二均未出现剧 烈波动。分析认为，其中一个原因可能是特朗普在新政策上似乎采取了更灵活的态度。他向记者表示，8月1日的截止日期 "是确定的，但并非100%不可更 改"。 与此同时，也有不少国家对特朗普的关税政策展现出强硬姿态。 其中，泰国财政部长披猜周二表示，泰国预计将与美国举行会谈，争取在新的贸易提案下， 将特朗普宣布的36%关税税率降至更低水平。但他同时强调，谈判团队一直在战斗，且会继续战斗下去。他们将坚持战斗到底，为泰国争取到最好的方案。 美国重要贸易伙伴日本更多的是无奈。针对特朗普公布的将对来自日本的进口产品征收25%关税的信息，日本首相石破茂表示，此举令人遗憾。此外，石破 茂做出指示，继 ...

Core Viewpoint - The competition among major players Meituan, JD.com, and Alibaba in the instant retail sector is intensifying, particularly through their involvement in the "Su Super" football league, which has seen a significant increase in sponsorship and marketing activities [1][2][3] Group 1: Sponsorship and Marketing Activities - The number of sponsors for the "Su Super" league has surged from 6 to 29, with each of the three giants participating as sponsors [1] - JD.com became the official strategic partner of "Su Super" on June 13, and subsequently named a local team, promoting local specialties through substantial discount campaigns [1][2] - Alibaba's brands, including Taobao Flash Sale and Alipay, have also engaged in sponsorship, creatively linking their marketing strategies to the performance of the teams they sponsor [2][3] - Meituan announced its sponsorship of the Yangzhou team on July 4, leveraging local cultural elements in its marketing campaigns [3] Group 2: Impact on Consumer Behavior - JD.com reported a more than 10-fold increase in order volume for its food delivery service in Jiangsu since the league's inception, with agricultural product sales up 82% year-on-year [2] - The search volume for football-related merchandise on JD.com has doubled compared to last year, indicating a strong consumer interest [2] - Meituan's marketing efforts, including free foot massage promotions, have attracted significant user engagement, showcasing the potential for converting event traffic into long-term consumer habits [3] Group 3: Competitive Landscape - The competition among JD.com, Meituan, and Alibaba is fundamentally about capturing high-frequency local consumption scenarios through digital channels, with the "Su Super" league serving as a strategic battleground [3] - The challenge for these companies will be to convert the short-term traffic generated by the league into lasting user habits post-event [3]

本文源自：金融界 作者：行情君 7月8日，阿里巴巴(BABA)开盘上涨2.35%，截至21:31，报108.77美元/股，成交8167.03万美元，总市值 2595.31亿美元。 财务数据显示，截至2025年03月31日，阿里巴巴收入总额9963.47亿人民币，同比增长5.86%；归母净利 润1301.09亿人民币，同比增长62.62%。 资料显示，阿里巴巴集团控股有限公司创立于1999年,旨在助力企业,帮助其变革营销、销售和经营的方 式,提升其效率。公司为商家、品牌、零售商及其他企业提供技术设施以及营销平台,帮助其借助新技术 的力量与用户和客户互动,并更高效地经营。公司还为企业提供领先的云设施和服务,以及更强的工作协 作能力,促进其数字化转型并支持其业务增长。公司的业务包括中国商业、国际商业、本地生活服务、 菜鸟、云、数字媒体及娱乐以及创新业务及其他。围绕着公司的平台与业务,一个涵盖了消费者、商 家、品牌、零售商、第三方服务提供者、战略合作伙伴及其他企业的生态体系已经形成。2022财年,阿 里巴巴生态体系的商品交易额(GMV)为人民币8.317万亿元,包括公司面向中国消费者的业务产生的GMV, 以及国际商业 ...

以下文章来源于AI产品榜 ，作者李榜主 AI产品榜 . AI产品榜 aicpb.com 按月发布AI产品榜单。AI产品榜大会，是你必参的会。 发起人：李榜主 wx：QBB2378 第25期AI产品榜·网站榜(Web) 第25期AI产品榜·网站榜(Web)（2025年06月）由AI产品榜、36kr、硅星人｜沃垠AI联名发布。 AI产品榜·网站榜(Web)2025年06月。本文里包含19个AI榜单。 | AI产品榜·网站榜(web) | | | --- | --- | | 全球总榜 - | 全球搜索引擎 | | - 国内总榜 | 全球聊天机器人 | | 出海总榜 - | 全球 AI 虚拟角色 | | 全球 · 增速/降速榜 - | 全球 AiPPT 工具 | | 国内·增速榜 | 图片生成/编辑 | | 全球视频生成/编辑 | 全球音乐/会议助理 | | Al代码助理 | Al 云榜 | | AI产品榜·智能体榜【NEW】 | | 非商用引用数据标注来源：【公众号@AI产品榜 aicpb.com】 亮点摘要 ChatGPT的下一个阶段将是超越海外版朋友圈Instagram，ChatGPT双端已经连续多月超越海外社 ...

7月8日，京东表示，截至当日，京东外卖上线4个月，已有近200个餐饮品牌在京东外卖销量破百万，第 三方调研机构数据显示品质外卖市场京东以45%份额居行业第一。同时京东外卖宣布正式启动"双百计 划"，投入超百亿元，真金白银扶持更多品类标杆品牌销量破百万。 图片来源：视觉中国 当美国科技企业凭借AI和太空探索等前沿创新不断推高市值时，中国的互联网巨头却再次深陷外卖补 贴的"内卷泥潭"，股价也集体进入震荡下跌模式。 7月2日，淘宝闪购宣布启动规模高达500亿元的补贴计划，当日订单即出现显著增长。5日至6日，美团 和阿里突然开战，分别发放外卖大额券，包括"满25减21""满25减20"等多张无门槛的外卖券，美团还联 合不同奶茶饮品品牌推出了"0元喝奶茶"的平台福利活动，"美团崩了"也一度登上热搜。5日夜间，美团 先行发布战报，称截至当日22时54分，美团即时零售当日订单已经突破了1.2亿单。淘宝闪购则在7日宣 布，7月5日的日订单数超8000万，其中非餐饮订单超1300万，淘宝闪购日活跃用户超2亿。 在这最新一轮的攻防战中，自今年2月起强势进军餐饮外卖业务的"搅局者"京东却显得相对沉寂，很大 程度上或许源于其骑手资源 ...