新华财经北京8月29日电 29日，由百度智能云与新华财经共同主办2025百度云智大会—AI+金融专题论坛在北京举办。汇聚了来自金融机构、 科技企业及学术界的多位专家，围绕大模型技术在金融领域的应用现状、挑战与前景展开深度讨论。 与会专家认为，随着国家"人工智能+"行动计划的深入推进，AI技术与金融业务的深度融合将进入新阶段，为金融行业高质量发展注入了新动 能。 让"通才"变"伙伴"：金融大模型落地进入深水区 百度集团副总裁袁佛玉在致辞中指出，当前大模型在金融行业呈现"一半是火焰，一半是海水"的发展态势。行业在积极拥抱AI应用的同时，也 面临落地到严肃场景时的多重挑战——要让大模型从"智力超群的通才"变成能深入专业领域、符合安全合规要求并创造真实商业价值的"业务 伙伴"，还需持续发力。袁佛玉认为，大模型为金融业带来的价值并非简单的降本增效，而是重新定义"人"的价值。AI的应用不是为了取代金 融专家，而是要将他们从重复、繁琐的工作中解放出来，去从事更具创造性、更需要同理心和战略洞察力的工作，去创造更大的价值。 清华大学五道口金融学院院长助理张伟认为，AI改变金融是必然趋势，正在重塑用户体验、业务流程和员工角色三大 ...

Core Insights - The integration of AI and cloud computing is reshaping the technology and business landscape, marking a new starting point for the industry [2][4] - In 2024, China witnessed the emergence of 50 trillion-level parameter models, leading to a 74.1% year-on-year growth in intelligent computing power, significantly outpacing general computing growth [1] - Baidu's intelligent cloud has become a leader in the AI field, leveraging its comprehensive AI technology stack to drive innovation and transformation in cloud services [4][6] Industry Trends - The cloud computing sector is undergoing unprecedented changes due to the incorporation of AI technologies, which are redefining service architectures and value propositions [1][4] - The competitive landscape in cloud computing is shifting from cost-based competition to a focus on innovative solutions that address specific business challenges [4][6] Company Developments - Baidu has made significant advancements in AI, launching the first deep learning framework "PaddlePaddle" in 2016 and the AI chip "Kunlun" in 2018, establishing a robust foundation for its AI capabilities [4][5] - Baidu's intelligent cloud has achieved a 24.6% market share in China's AI public cloud market, maintaining its position as the leader for six consecutive years [6][7] - The "Cloud Intelligence Integration" strategy of Baidu's intelligent cloud is set to evolve further, aiming to enhance intelligence capabilities and expand its market penetration [6][7] Product Innovations - The Baidu "Baihe" AI computing platform has been upgraded to version 5.0, focusing on enhancing inference capabilities and optimizing resource utilization [6][7] - The "Qianfan" platform has transitioned to version 4.0, providing a one-stop enterprise service platform centered around AI agents, aimed at accelerating application deployment [7] Financial Performance - Baidu's intelligent cloud revenue grew by 27% year-on-year, contributing to the company's AI new business surpassing 10 billion yuan for the first time, with a 34% year-on-year increase [7]

Market Overview - Major U.S. stock index futures declined, with Dow futures down 0.37%, S&P 500 futures down 0.35%, and Nasdaq futures down 0.51% [1] - Popular Chinese stocks showed mixed performance in pre-market trading, with Tencent Music and Li Auto rising over 1%, Baidu up nearly 1%, while Xpeng Motors fell over 1% [1] Cryptocurrency Market - Bitcoin dropped below $110,000, currently at $109,940.2, reflecting a 2.82% decrease in the past 24 hours; Ethereum fell to $4,375.62, down 4.79% [1] Company Performance - Nvidia's pre-market shares fell nearly 1% due to Q2 data center sales falling short of expectations [1] - Alibaba's stock rose nearly 3% following the release of its Q1 FY2026 earnings report, which showed a 10% year-over-year revenue growth and a 76% increase in net profit, exceeding market expectations. Alibaba Cloud's revenue grew 26%, marking a three-year high [1] - Dell's shares dropped over 6% despite reporting Q2 revenue and profit that exceeded market expectations, attributed to a decline in AI server orders [1] Government and Legal Developments - Intel received $5.7 billion in government funding from the U.S. government, with an additional $3.2 billion contingent on meeting conditions set by the Department of Defense [2] - A court document revealed that the UK government sought broader access to Apple's cross-border cloud data than previously expected, leading to a 0.49% drop in Apple's stock [2] Market Predictions - Tom Lee, co-founder of Fundstrat Global Advisors, predicts that the current U.S. stock bull market could last until 2035, driven by demographic trends and transformative technologies such as AI and blockchain [2]

你还记得上次被大模型产品 amazing 的瞬间吗？ 如今，AI 已经从惊艳的 Demo 转向一场关乎 架构、系统、数据与商业闭环 的硬核攻坚战。真正的考题摆在眼前：如何让技术突破成为可持续的产业能 力？ 10 月 16–17 日，由 CSDN&奇点研究院联合举办的 2025 全球机器学习技术大会将在北京威斯汀酒店隆重举行，汇聚来自高校科研工作者、顶会论文作 者与一线科技产业技术实践派的 50+ 位重量级嘉宾。他们将以实战经验与前沿洞察，带来关于智能体工程与实践、AI 编程、多模态大模型、具身智 能、开源模型与框架等领域的深度解读与破局思路。 这不仅是一份议题列表，更是一份导航图。接下来，我们将逐一揭晓那些站在浪潮之巅的领航者，聆听他们带来的破局之声。 官网： https://ml-summit.org/ 从顶尖议题看 AI 落地真径，首批嘉宾阵容重磅揭晓 为了系统性地回答这一时代命题，本次大会精心设计了一份 AI "全栈作战地图"。围绕技术深度与应用价值的双重驱动，共设置了大语言模型技术演进、 智能体工程与实践、多模态与世界模型、AI 赋能软件研发与氛围编程、大模型应用开发实践、GenAI 产品创新与探索、 ...

作者 | 周智宇 编辑 | 张晓玲 当一个数字复刻的"吴彦祖"开始担任你的专属英语教练时，一个全新的物种诞生了。这并非科幻电影的 预告，而是在2025年百度云智大会上，百度为其智能云战略递出的一张新名片。 "吴彦祖"的背后，是百度自研的端到端语音语义大模型与"慧播星"数字人技术的集成应用。它是一个清 晰的信号：百度正在全力推动AI从后台走向前台，从复杂的"技术可用"进化到人人可感的"产品好用"。 这个精致的数字人，只是冰山一角。它的诞生，源于百度智能云一场深刻的自我革命。 在8月28日的大会上，百度集团执行副总裁沈抖为这场变革定下基调："智能经济时代，呼唤智能优先的 AI云"。他直言，AI云正从一个花钱的成本中心，转向一个赚钱的新型利润中心。百度智能云的战略， 也随之从规模为王转向效能优先。 这套说辞的背后，是一场云计算价值体系的重构。过去，云厂商比拼的是谁的服务器更多、存储更便 宜，这是一场关于规模的战争。而百度认为，AI时代的下半场，是比谁的智能更聪明、更高效，更能 为客户的利润表创造价值。这是一场关于效能的战争。 为了打赢这场新战争，百度亮出了它的两大核心引擎——百舸与千帆。 百舸5.0是这场革命的动力 ...

Core Insights - The focus of the cloud computing market has shifted from "resource scale" to "intelligent capability" in the AI-native era, driven by significant advancements in AI models and infrastructure [1][4][19] - Baidu's "Artificial Intelligence +" initiative aims to deeply integrate AI technology across various industries, enhancing quality, efficiency, and innovation [1][2] - Baidu's intelligent cloud strategy emphasizes the need for new infrastructure to support the intelligent economy, positioning AI cloud as a new profit center rather than a cost center [4][7][19] Cloud Infrastructure Developments - Baidu has upgraded its AI infrastructure with the launch of the Baijie AI Computing Platform 5.0 and Qianfan Enterprise AI Development Platform 4.0, enabling lower-cost and more efficient AI product deployment [4][12] - The new platforms focus on enhancing computational efficiency, reducing latency, and improving model training and inference capabilities [10][12] - Baidu's AI cloud services have achieved a market share of 24.6%, maintaining its position as the leading provider in China's AI public cloud service market [18][19] AI Model and Agent Development - The core elements of AI cloud are identified as computing power, models, data, and engineering capabilities, which are essential for supporting the rapid growth of AI applications [8][9] - Baidu's Qianfan platform has been upgraded to support agent development, providing a comprehensive service platform for developers with over 150 models available [14][15] - The introduction of the RFT toolchain significantly reduces the data requirements for model fine-tuning, making it easier for enterprises to enhance model performance [15] Industry Transformation and Future Outlook - The AI-native era is expected to create a "super cycle" in the industry, where the value creation process is fundamentally restructured, leading to new opportunities for businesses [6][19][21] - Baidu's strategic shift from traditional cloud services to AI cloud services is seen as a "change of lane" competition, positioning the company as a leader in the AI cloud sector [19][21] - The integration of AI capabilities into cloud services is viewed as a critical factor for enterprises to drive value creation and operational efficiency [21]

如果 把时间拉 回到 三 年前，很少有人预料到，云计算市场的竞争焦点会从 "资源规模"彻底转 向"智能能力"。 从 2022年11月30日OpenAI发布ChatGPT算起，到 现在 短短 33个月，整个世界围绕大模型发生 了巨大变化：算力投入巨大，成就了英伟达3年10倍的市值增长，达到了4.4万亿美元；模型快速迭 代，催生了4000个大模型，在榜单上各领风骚；应用爆发式增长，诞生了将近500家AI独角兽，吸 引了近5000亿美元的投资。 在 AI重构产业的超级周期里，云服务厂商的下一站究竟在哪 儿 ？ 日前，国务院印发《关于深入实施 "人工智能 + "行动的意见》。百度副总裁石清华表示，"人工智 能 + "行动将加速 AI 技术向千行百业深度渗透，推动制造业、服务业、金融、交通等重点领域实现 质量变革、效率变革和动力变革，全面激发新产业、新业态、新模式的创新活力。百度将持续加大在 AI 技术创新上的投入，依托"云智一体"优势，打造更易用、更高效、更安全的 AI 基础设施与平台 服务。 8月28日的2025百度云智大会上，百度集团执行副总裁、百度智能云事业群总裁沈抖给出了云厂商 在AI原生时代的新定位 —— ...

根据协议，双方将以中新苏滁高新技术产业开发区为核心载体，共建"百度智能云人工智能数据标注基 地"。依托百度领先的大模型数据标注平台和实训系统，支持文本、图像、语音、视频等多模态数据处 理，满足工业质检、医学影像分析、3D点云标注等高精度需求。基地将联合滁州学院、安徽科技学院 等本地高校，构建"标注+实训+就业"一体化人才培养体系，预计年培养复合型AI人才超1000人，本地 就业占比达95%以上。 此次合作精准对接长三角一体化战略。滁州地处南京、合肥两大都市圈交汇点，是安徽"东向发展"的桥 头堡。依托区位与产业优势，百度智能云将结合滁州"8+3+N"现代产业体系——即聚焦光伏、半导体、 新能源电池等8大战略性新兴产业，联合开发行业专属数据集，推动传统产业智能化升级。双方还将共 建数据要素运营平台，挖掘新能源、医疗健康、文旅农业等领域数据价值，探索"数据标注+行业应 用"的"滁州模式"，助力数据要素市场化改革。 百度副总裁石清华表示："滁州区位优势突出，产业基础扎实。百度智能云将发挥技术与生态优势， 以'技术+场景'双轮驱动，助力滁州打造全国领先的人工智能数据标杆基地。" 此次合作标志着百度智能云在长三角布局的首 ...

Investment Rating - The report suggests a positive investment outlook for the AI sector, particularly in areas such as AI cloud services, semiconductor supply chains, and smart automotive applications [1][14][15]. Core Insights - The report emphasizes the acceleration of AI applications and commercialization driven by government policies, with specific targets set for 2027, 2030, and 2035 regarding the integration of AI into various sectors [5][6][15]. - Key investment opportunities are identified in the internet and software sectors, semiconductor industry, and smart automotive sector, with specific companies highlighted as potential beneficiaries [1][2][10][14]. Internet and Software Sector - The report highlights the importance of AI cloud services, recommending investment in leading companies such as Baidu, Alibaba, Tencent, and SenseTime, which are well-positioned in AI computing resources and operational capabilities [1][10][12]. - It notes the expected growth in AI applications within entertainment and e-commerce, with companies like Tencent, Alibaba, and Kuaishou being key players due to their strong AI capabilities and application scenarios [1][10][11]. - The report also points to the integration of AI in education and healthcare, with companies like New Oriental and Alibaba Health being recognized for their advancements in AI-driven solutions [10][11][12]. Semiconductor Industry - The report identifies three main investment themes: the computing power supply chain, opportunities under the theme of self-sufficiency, and emerging application areas for semiconductors [1][14][19]. - It emphasizes the expected increase in demand for high-performance computing chips, storage chips, and specialized acceleration chips due to the growing AI applications [17][19]. - Key semiconductor companies such as Zhongji Xuchuang, Shengyi Technology, and Horizon Robotics are highlighted as potential beneficiaries of the AI-driven growth in the semiconductor sector [1][19][20]. Smart Automotive Sector - The report predicts a significant increase in the penetration rate of L2+ level autonomous driving vehicles, with expectations of surpassing 50% by 2026 [2][14]. - It highlights the synergy between the automotive and robotics industries, suggesting that leading automotive companies are well-positioned to leverage advancements in AI for both sectors [2][14]. - Companies like Xpeng, Li Auto, and BYD are identified as key players in the smart automotive supply chain, benefiting from the integration of AI technologies [1][2][14].

AI与云计算，正在以前所未有的紧密姿态绑定在一起。 2024年，中国新增千亿级别参数大模型50个，推动智能算力规模同比增长74.1%，是通用算力同期增幅的三 倍以上，智算中心利用率持续突破70%[1]。 云计算是AI规模化落地的基石，AI则彻底改变了云服务的架构与价值逻辑，催生了"AI云"这一新范式，使 得云计算产业突破长期桎梏，跑出了增长的第二曲线。 正如 百度集团执行副总裁、百度智能云事业群总裁 沈抖说，当价值的创造方式被重构，产业链也会进化， AI就会进入真正的"超级周期"。 随着产业进入应用规模化落地期，从"知识增强"走向"执行增强"，对AI云的需求也从底层的AI算力基础设施 走向了更全面的一站式端到端解决方案，给云厂商提出了新的挑战。 AI与云计算的共生关系重构技术与商业的边界，正在画出全新的起跑线，云计算固化已久的竞争格局也开 始松动。 AI 重塑云计算赛道 2020年5月，微软用28.5万颗CPU和1万颗GPU，在Azure云平台为OpenAI构建了第一台AI超级计算机，为两 年后的"ChatGPT时刻"按下了倒计时。 奥特曼（左）和纳德拉（右） 奥特曼将这次合作称为"科技界最佳基友情"，而对当 ...