10月21日，中文精确指令遵循测评基准（SuperCLUE-CPIF）正式发布，文心X1.1以75.51分位居国产大 模型第一，在任务类型、指令数量两类划分中均为国内榜首，文心X1.1在实际生产环境中应用具有显著 优势。 本次测评涵盖GPT-5(high)、DeepSeek-V3.2-Exp-Thinking、Claude-Sonnet-4.5-Reasoning、Gemini-2.5-Pro 等共10个国内外模型参与。基于实际生产环境特点，SuperCLUE-CPIF重点评估大型语言模型（LLM） 在中文环境下的精确遵循复杂、多约束指令能力，重点评估模型将自然语言指令转化为符合所有要求的 具体输出的能力。测评结果显示，国产主流大模型中，文心X1.1以75.51分位居国产大模型第一， DeepSeek-V3.2-Exp-Thinking和Hunyuan-T1-20250822分别以73.98分和65.82分位居国内二、三。 SuperCLUE-CPIF中文精确指令遵循测评总榜，文心X1.1位居国内第一 文心大模型X1是基于文心大模型4.5训练而来的深度思考模型，升级后的X1.1主要采用了迭代式混合强 化学习训 ...

Core Insights - Baidu Smart Cloud leads the intelligent computing service market with a 19.9% market share and has achieved nearly 5-fold growth in the GenAI IaaS sector, ranking first in market growth rate [1][3] - Baidu Smart Cloud has maintained its position as the top player in the AI public cloud market for six consecutive years, with a market share of 24.6% [3][4] - The company has developed a comprehensive AI cloud infrastructure, including self-developed Kunlun chips, which have been deployed in major enterprises [3][6] Market Position - Baidu Smart Cloud is recognized as a leader in the AI cloud sector, with significant market share and consistent growth in revenue, reaching over 19.4 billion yuan in the first half of 2025, a 36% year-on-year increase [9] - The company has been acknowledged by multiple reports for its strong competitive position in the AI cloud market [3][4] Technological Advancements - Baidu has made significant breakthroughs in chip technology with its self-developed Kunlun chips, which have been successfully deployed in various high-profile projects [3][7] - The company has established a full-stack AI cloud infrastructure that supports the rapid deployment of large models across various industries [3][6] Industry Applications - Baidu Smart Cloud supports a wide range of AI applications across different sectors, with over 65% of central enterprises and 100% of systemically important banks choosing its services for large model deployment [6] - In the financial sector, Baidu collaborates with China Merchants Bank to enhance core business applications using Kunlun chips, achieving high performance with minimal server requirements [7] - In the gaming industry, Baidu's partnership with 37 Interactive Entertainment has led to the development of an AI customer service system that significantly improves response accuracy and efficiency [7] Future Outlook - The growth trajectory of Baidu Smart Cloud in the AI sector is expected to continue, with increasing recognition from financial institutions and analysts, leading to upgraded ratings from multiple brokerages [9]

多家AI眼镜厂商将于近期发布新品。 《科创板日报》还独家获悉，百度旗下的小度AI眼镜计划于今年年内开售。在2024百度世界大会上，小 度AI眼镜曾首度亮相。 IDC数据显示，2025上半年，中国智能眼镜厂商出货量突破100万台，同比增长64.2%，占据全球26.6% 的市场份额。 雷鸟眼镜将在10月23日发布全球首款支持HDR的智能观影眼镜产品。10月16日，影目科技发布了新一代 AI智能眼镜INMO GO3，并宣布与腾讯、蚂蚁集团、智谱AI等共建AI+AR原生内容生态。 定于在年内发布的阿里夸克AI 眼镜，则流传出了电商预售界面的截图。《科创板日报》独家获悉，目 前夸克AI眼镜正在加快量产爬坡中，但具体发售时间未定。 在AI技术驱动与行业需求双重加持下，下半年开始国内厂商格局将迎来重大变化。以字节、阿里、百 度、魅族为代表的多家厂商，将陆续推出以AI功能为主打的音频与音频拍摄眼镜产品，市场竞争进一步 加剧。 阿里、百度AI眼镜发布在即 Meta 和雷朋联合推出的 Ray-Ban Meta ，让众多厂商看到 AI眼镜市场的巨大潜力。今年2月，该款眼镜 的销量已经突破200万台。据媒体报道，雷朋还计划与Meta ...

Core Insights - Baidu Intelligent Cloud leads the smart computing service market with a 19.9% market share and has achieved nearly 5-fold growth in the GenAI IaaS sector, marking the highest growth rate in the market [1] - Baidu Intelligent Cloud has maintained its position as the market leader in AI public cloud services in China for six consecutive years, with a market share of 24.6% [1] - The company has established a comprehensive AI cloud infrastructure that includes computing power, models, data, and engineering capabilities, making it the most widely adopted cloud service provider for large models in China [1] Market Position - Baidu Intelligent Cloud is recognized as a pioneer in AI cloud services, having introduced the "cloud-intelligence integration" strategy in 2015 [1] - The company has been consistently acknowledged in various authoritative reports for its strong competitive position in the AI cloud sector [1] Technological Advancements - Baidu has made significant breakthroughs in chip technology with its self-developed Kunlun chip, which has been deployed at major institutions such as China Merchants Bank and Tsinghua University [2] - The company has launched the Baidu Hundred Boats AI computing platform, which supports the entire process from resource preparation to model deployment [2] - Baidu Qianfan provides a comprehensive suite of AI services, including model calling, development, and data intelligence [2] Industry Applications - In the financial sector, Baidu Intelligent Cloud collaborates with China Merchants Bank to support large model applications using the Kunlun chip P800, which requires only 32 servers for training a model with one trillion parameters [3] - In the gaming industry, Baidu has partnered with 37 Interactive Entertainment to create a specialized AI customer service system, achieving a 99.3% accuracy rate in responses [3] - Baidu's infrastructure supports advancements in the embodied intelligence sector, significantly enhancing research efficiency [3] Financial Performance - In the first half of 2025, Baidu's AI new business, including cloud services, generated over 19.4 billion yuan, reflecting a 36% year-on-year growth, the highest among cloud service providers [3] Market Recognition - Baidu has been recognized by Forbes as a leading player in AI, with several brokerages raising their ratings in light of its achievements in AI and self-developed computing chips [4]

今年3月，谢广军女儿被曝参与了"开盒素人"事件，引发大量争议。当时谢广军曾发朋友圈致歉。 【#曝百度副总裁谢广军接管新部门#】今日，有爆料称，百度进行了人事调整，ACG副总裁谢广军接 管业务能效部门。 随后，百度方面回应称，经过调查，开盒信息来自海外的社工库，一个通过非法手段收集个人隐私信息 的数据库。相关调查过程已取证，并得到公证机关公证。 网上流传的"当事人承认家长给她数据库" 的截图，内容为不实信息。此外，事件期间，社交媒体出现 了大量文案高度雷同的造谣内容。针对相关网络谣言，公司已向公安机关报案。 今年7月，据新浪科技，网传谢广军已提离职，但百度内部人士称，在公司内部系统中仍可检索到谢广 军信息，具体人事变动细节尚未明确。（三言科技） 受"开盒素人"事件影响，谢广军低调很多，并且还有传闻称其已递交辞职申请。 ...

Core Insights - The AI sector has seen significant investment from major companies over the past two years, but the question remains: who is actually profiting from these investments? [1] - The industry is experiencing a divide, with a few companies leveraging AI for growth while many others are still in the investment phase, often operating at a loss. [1] Monetization Paths - There are four primary monetization models for AI: 1. **Model as Product**: Directly targeting consumers with AI applications, primarily through subscription services, but facing high competition and low user retention. [3] 2. **Model as Service**: Providing AI model access or custom development via cloud platforms, which is currently the most mature monetization path due to clear enterprise demand. [3] 3. **AI as Function**: Integrating AI into existing business operations to enhance efficiency, indirectly contributing to profits without generating direct AI revenue. [3] 4. **"Selling Shovels" Model**: Offering computational infrastructure, which requires substantial investment and has a long return cycle. [3] Market Segmentation - The market has formed a clear tiered structure based on commercialization progress: - **First Tier**: Companies like Baidu, Alibaba, Tencent, and Huawei, where AI has become a significant growth driver. For instance, Baidu's non-ad revenue grew by 40% year-on-year in Q1 2025, largely due to AI cloud services. [5] - **Second Tier**: Companies such as Kuaishou and Meitu, which have successfully utilized AI to enhance their core offerings, with Kuaishou's AI video generation tool generating over 150 million yuan in Q1. [5] - **Third Tier**: Companies like iFlytek and Kunlun Wanwei, which have AI products but are still in the investment phase, facing losses while seeking growth. [5] Investment Landscape - Despite some companies generating revenue from AI, the overall industry is characterized by investments significantly outpacing returns. Major firms like Tencent and Alibaba are investing hundreds of billions annually, with Alibaba planning to invest 380 billion yuan in AI and cloud computing over the next three years. [6] - The profitability of AI is challenged by the rise of open-source models, which are diminishing the premium advantage of closed-source models. Currently, few companies can achieve positive cash flow solely from AI operations. [6] Strategic Importance - AI is viewed as a critical competitive race, essential for companies to secure their future, even if it does not provide immediate financial returns. Companies are investing today to gain future opportunities, with the effectiveness of these investments only becoming clear over time. [8]

| | 9月中国非游戏厂商出海收入榜 2025年9月1日-9月30日 | | | | ■ 型川屋 app.diandian.com | | --- | --- | --- | --- | --- | --- | | 排名 | 公司 | | 开发者账号 | 主要应用 | 排名趋势 | | | li 字円跳动 | 字节跳动 | 10 | | > 0 | | 2 | | 睿琪软件 | 10 | | > 0 | | 5 | JOVV | 欢聚集团 (NASDAQ:YY) | 36 | | > 0 | | 4 | meltu美國 | 美图(HK:01357) | 11 | | > 0 | | 5 | 16 TIAK | TP-LINK | 5 | | > 0 | | 6 | | 赤子城科技(HK:09911) | 23 | | ▶ 0 | | 7 | INTSIG | 合合信息 (SH:688615) | 9 | | ▶ 0 | | 8 | | 畅读科技 | 11 | | ▶ 0 | | 9 | Tencent | 腾讯 (HK:00700) | 151 | | > 0 | | 10 | 小红花 | 行吟科技 | 2 ...

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 DeepSeek团队开源新模型DeepSeek-OCR，少量视觉token完成海量文本压缩 10月20日，DeepSeek-AI团队发布《DeepSeek-OCR：Contexts Optical Compression》论文，提出利用视 觉模态压缩长文本上下文的新方法。根据介绍，此次开源的 DeepSeek-OCR 由两个部分组成：核心编码 器 DeepEncoder 和解码器 DeepSeek3B-MoE-A570M。在实际生产中，DeepSeek-OCR 可在单块 A100- 40G 显卡上每天生成超过 20 万页的大语言模型 / 视觉语言模型训练数据。 苹果iPhone 17系列在华美市场销售强劲，股价创历史新高 10月20日研究公司Counterpoint报告显示，iPhone 17系列在中国和美国市场的早期销售强劲，销量比 iPhone 16系列高出14%，其中iPhone 17基本款在中国销量几乎翻了一番。同日，苹果股价创历史新高 ...

Core Viewpoint - The AI glasses market is experiencing significant growth, with multiple companies preparing to launch new products, driven by advancements in AI technology and increasing consumer demand [4][6][16]. Group 1: Upcoming Product Launches - Thunderbird glasses will launch the world's first HDR-supported smart viewing glasses on October 23 [4]. - Yingmu Technology has released the new generation AI smart glasses INMO GO3 and is collaborating with Tencent, Ant Group, and Zhipu AI to build an AI+AR content ecosystem [4]. - Alibaba's Quark AI glasses are in the process of ramping up production, with a pre-sale price of 9.9 yuan and additional benefits for early adopters [8][14]. Group 2: Market Growth and Competition - According to IDC, China's smart glasses shipments are expected to exceed 1 million units in the first half of 2025, marking a 64.2% year-on-year increase and capturing 26.6% of the global market share [6]. - The AI glasses market is becoming increasingly competitive, with major players like ByteDance, Alibaba, Baidu, and Meizu set to release AI-focused audio and video recording glasses [6][8]. Group 3: Industry Insights - The collaboration between Meta and Ray-Ban has demonstrated a viable commercialization path for smart glasses, focusing on user needs rather than excessive technological features [7]. - The integration of AI capabilities into products, such as navigation and payment systems, is expected to enhance user experience and drive market adoption [8][14]. Group 4: Supply Chain Challenges - The smart glasses industry faces supply chain and production challenges, including limited capacity for core components and high production costs due to complex manufacturing processes [16][17]. - Companies like Rokid have experienced delays in product delivery, highlighting the pressures on production and supply chain management in the rapidly expanding market [17].

6个AI模型、各给1万美元实盘厮杀，DeepSeek暂为交易之王 从上周六（10月18日）开始，美国人工智能研究实验室nof1.ai在其"Alpha Arena"（阿尔法竞技场）平台上举办了一场活动——给六个顶级模型一万美元的真 金白银，让它们自主交易加密货币，而且并非模拟盘。每个模型只能独立交易，面对一模一样的提示词、一致的市场、一致的时间戳。这是 AI 之间最公平 的擂台赛。 GPT-5、Claude Sonnet 4.5、DeepSeek Chat V3.1、Gemini 2.5 Pro、Grok 4、Qwen3 Max，六位大模型"选手"正式开战。 几天内6个AI 选手已经拉开了差距，风格各不相同，排名情况是： DeepSeek 大部分时候是第一，不愧是量化起家的，Grok 4 凭借激进风格偶尔能反超一下 DeepSeek，咬的很近。Claude 是妥妥的一位理性脑，分析到位但就 是有拖延症，最惨的是 Gemini 2.5 Pro ，深度套牢，一路向下。 【观网财经丨智能早报10月20日】 截至北京时间周一傍晚，DeepSeek的持仓总市值接近1.4万美元，收益率约40%，最高时一度接近1.5万美元， ...