1. 【面壁智能发布端侧大模型MiniCPM 4.0】6月6日晚，面壁智能发布端侧大模型MiniCPM 4.0。 该公司称新模型通过自研CPM.cu推理框架，在极限场景下实现最高220倍提速，常规5倍提速，支持 在vLLM、SGLang、LlamaFactory等框架部署。（界面新闻） 2. 【机构：5月全球AI APP预估下载总量达2.8亿次，环比下滑16.4%】 点点数据显示，2025年5 月，全球（含中国大陆）AI APP苹果App Store与谷歌Google Play双端预估下载总量达2.8亿次（不 含重复下载），环比4月下滑了16.4%。其中，ChatGPT、Google Gemini、DeepSeek、豆包与 PixVerse位列TOP 5，占据了全球市场双端AI应用下载量的51%。具体来看，ChatGPT下载量占比 进一步提升，由4月份的27%提升至5月份的32%，其余4款应用下载量占比相差不大。4月份位列第 四的Genius在5月份跌出前五，取而代之的是在4月份跌出榜单的PixVerse位列5月份第五，豆包则前 进一名成为第四。（新浪财经） 3. 【中国科学院院士丁汉：人形机器人成产业爆发点 ...

Core Insights - The artificial intelligence (AI) boom is ongoing, with executive teams eager to leverage the technology while employees express concerns about job impacts. Investors are actively seeking profitable opportunities in this trend [1] Group 1: Company Overview - Alphabet has been a pioneer in AI, transitioning from a mobile-first to an AI-first approach as early as 2015, showcasing its foresight in the tech landscape [3] - The company has utilized machine learning since 2001, indicating a long-standing commitment to AI technology [4] - Recent advancements include AI applications in various platforms such as Search, Maps, and YouTube, enhancing user experience [5] Group 2: AI Developments - Alphabet announced the upcoming release of Agent Mode, which can perform complex, multistep tasks, further demonstrating its commitment to AI innovation [6] - Google Cloud is positioned as a significant growth market, especially as companies increasingly integrate AI into their operations [7] Group 3: Financial Performance - In Q1 2025, 74% of Alphabet's revenue, amounting to $67 billion, was derived from digital advertising, with AI playing a crucial role in automating ad campaigns [8] - Despite capital expenditures of $53 billion in 2024, Alphabet generated $73 billion in free cash flow, indicating strong financial health [10] - The current valuation shows shares trading at a forward price-to-earnings ratio of 17.5, representing a 22% discount to the S&P 500, making it an attractive investment opportunity [11]

"相较去年，AI进步很快，不再机械单一，变得有思想了。"在看完几家模型的作文后，四川南充市嘉陵一中语文教师李东林表示。 一年一度高考来临，考生之后，按惯例是各家AI的答题时间。这一年AI模型圈加速迭代进化，让AI写作文，水平会有提高吗？让名师来打分，各大模型的 成绩排名有多大变化？ "相较去年，AI进步很快，不再机械单一，变得有思想了。"在看完几家模型的作文后，四川南充市嘉陵一中语文教师李东林对第一财经表示。 2024年，第一财经写了一期九大模型"决战"高考，当时李东林老师在看完AI作文后，认为它们"缺一点情感和灵气"，到今年，他觉得AI已经补上了这方面， 但仍达不到细腻。 "人写作，可以刻意抒情和感性，即使是思辨类题目，也需要去契合某些人的感受。"李东林认为，这是AI仍然缺少的部分。 湖南省中学语文特级教师左建国有同样的看法，他觉得Al作文整体有提升，但提升幅度不大。因为有关时代、社会与生活方面的新素材并不多，明显储存不 够，尤其是在抒发个人情感方面，仍然是短板，缺少生命的温度。 左建国老师曾担任高考作文阅卷组的副组长，在高考阅卷方面有十几年的经验。"Al作文已经把考场作文变成一种可计算的拼图，形式上固然能 ...

Group 1: Market Overview - The market has recovered from its April lows, but some dominant AI stocks remain below their all-time highs, presenting a potential buying opportunity [1] - Three stocks down at least 10% from their all-time highs that are considered strong picks are Amazon, Taiwan Semiconductor Manufacturing, and Alphabet [2] Group 2: Amazon - Amazon's profitability is significantly driven by Amazon Web Services (AWS), which accounted for 63% of its profits in Q1 [4] - AWS is well-positioned to benefit from the AI movement, as it provides essential infrastructure for running AI workloads [5] - AWS net sales grew 17% year-over-year in Q1, with operating income increasing by 23%, indicating a favorable environment for continued growth [6] - Amazon's stock is currently down approximately 14% from its all-time high, suggesting it remains a good value [7] Group 3: Taiwan Semiconductor Manufacturing - Taiwan Semiconductor Manufacturing (TSMC) is crucial to modern technology, serving as a chip foundry for a wide range of clients [9] - TSMC projects AI-related revenue to grow at a 45% compounded annual growth rate (CAGR) over the next five years, with overall revenue increasing nearly 20% [10] - TSMC's stock trades at 21.1 times forward earnings, which is lower than the S&P 500's 22.4 times, indicating it is undervalued [10][12] Group 4: Alphabet - Alphabet's stock trades at a low price of 18 times forward earnings, despite strong Q1 results showing 12% revenue growth and 49% growth in diluted EPS [13] - Concerns regarding economic headwinds, AI competition in search, and potential federal lawsuits have led to a depressed stock valuation [14][16] - The potential for government breakup could unlock value for shareholders, making Alphabet a compelling buy on dips [16]

浏览器，这个互联网时代最古老的入口工具，正成为AI时代的新前沿。在Perplexity、谷歌与OpenAI暗 中角力硅谷版图的同时，中国科技巨头腾讯与阿里也以QQ浏览器与夸克为武器，迅速入局这场全球AI 浏览器争夺战。 这场悄然掀起的变革远不止于功能升级，而是对互联网基础设施的重新定义，谁能占据这一入口，谁就 可能获得下一代数字世界的统治权。 AI浏览器——下一代互联网入口 在一场展示中，Comet看起来像标准浏览器窗口，但侧边栏中有AI助手功能，能够搜索用户浏览器中的 各种打开的标签页，提取正确的统计数据，甚至主动提出发送电子邮件的建议。 AI时代的第一波浪潮是聊天机器人，但现在科技公司的目光正越来越多地转向重新想象互联网的基础 服务：网页浏览器。 AI浏览器，是对互联网入口的重新定义。这不仅仅是简单的功能叠加，而是对90年代就已存在的产品 进行彻底重塑，以适应AI代理浏览网络和替用户完成任务的新需求。 "如果你想构建一个主动、个性化的AI，它需要与你共存，"AI搜索初创公司Perplexity的首席执行官 Aravind Srinivas在彭博科技峰会上表示，"这就是为什么我们需要彻底重新思考浏览器。" ...

Amazon - Amazon has a strong position in three growing markets: e-commerce, retail media, and cloud services, with 41% of U.S. retail e-commerce sales and 77% of domestic retail ad spending [3][4] - Amazon Web Services (AWS) holds a 29% market share in infrastructure and platform services, positioning it well to capitalize on the growing demand for AI infrastructure [4] - The company is developing around 1,000 generative AI tools to enhance productivity in its retail operations, which is expected to improve retail margins in the coming years [5] - Analysts project a 44% upside for Amazon's stock, with a target price of $305 per share, implying a market value of $3.2 trillion [7] - Wall Street expects Amazon's earnings to grow at 10% annually through 2026, making the current valuation of 34 times earnings appear expensive, but historical performance suggests the stock price may be reasonable [8] Alphabet - Alphabet's investment thesis is based on opportunities in digital advertising and cloud services, being the largest ad tech company globally, with digital ad spending expected to grow at 15% annually through 2030 [10] - The company is successfully adapting to the shift towards AI tools in internet search, with its generative AI application Gemini being the second-most downloaded AI chatbot last year [11] - Alphabet is the third-largest public cloud provider, accounting for 12% of infrastructure and platform services spending, and is recognized as a leader in large language models and AI infrastructure [12] - The global autonomous ride-sharing market could exceed $2 trillion over the next decade, with Alphabet's Waymo currently providing 250,000 driverless rides per week, a fivefold increase from last year [13] - Analysts estimate a 45% upside for Alphabet's stock, with a target price of $250 per share, implying a market value of $3 trillion [7] - Wall Street projects Alphabet's adjusted earnings to increase at 7% annually through 2026, making the current valuation of 19 times sales appear somewhat expensive, but historical performance indicates the valuation could be reasonable if trends continue [15]

【环球网科技综合报道】6月7日消息，据外媒报道，谷歌为其AI助手Gemini推出全新"计划操作"功能，进一步强化AI在任务管理领域的实用性。该功能允许 用户通过文字或语音指令设定Gemini在指定时间自动完成特定任务，并支持重复执行，标志着AI助手从被动响应向主动规划的跨越。 据悉，"计划操作"功能的使用方式与ChatGPT的排程功能高度相似，用户可通过自然语言输入（如"每周五下午3点发送项目周报"），或语音指令直接设定 任务。Gemini将自动解析指令并生成待办事项，用户可在设置页面查看、编辑或删除已安排的操作。此外，该功能支持重复任务设置（如每日、每周、每 月），并可结合日历、邮件等工具实现跨应用联动，例如自动生成会议提醒或发送定期报告。 Gemini的"计划操作"功能依托其多模态处理能力，可同时解析文本、语音、日历事件等多源数据。例如，用户输入"下周二会议结束后提醒我跟进客户"， Gemini将自动识别时间、事件关联性，并在日历中生成提醒。谷歌透露，该功能基于Gemini 2.5版本的深度推理架构，通过"思维链"机制拆解复杂任务，确 保多步骤操作（如"每天早上8点检查邮件并生成待办清单"）的准确性。 目 ...

我国卫星互联网低轨卫星发射成功 消息称 iPhone XS/XR 将无缘 iOS 26 华为「一底双长焦」专利公布 Google Gemini 新版登顶大模型竞技场 员工高烧请假被辱骂，涉事公司 CEO 回应 宇树科技创始人回应机器人跳舞格斗 Google DeepMind CEO：AI 或能让人变得不那么自私 三星首款三折叠通过 3C 认证 《黑神话：悟空》将于 8 月登陆 Xbox 平台 视频号可修改封面、文案 《名侦探柯南：独眼的残像》定档 One Fun Thing｜首个满级 QQ 即将诞生 我国卫星互联网低轨卫星发射成功 央视新闻消息，今天，中国太原卫星发射中心使用长征六号改运载火箭，成功将卫星互联网低轨 04 组卫星发射升空，卫星顺利进入预定轨道，发射任务获 得圆满成功。 据了解，此次任务是长征系列运载火箭的第 580 次飞行，同时这也是中国星网「国网（GW）星座」第四次批量组网发射。 值得一提的是，MacRumors 指出，援引的消息人士在去年准确地泄露了 iOS 18 的兼容性信息，因此本次消息的真实性很高。 据悉，北京时间 6 月 10 日，苹果将举办一年一度的开发者大会 WWDC25，届时 ...

Financial Data and Key Metrics Changes - Alphabet experienced continued double-digit revenue growth in its Search business during the first quarter of 2025 [16] - The company reported significant growth in its Cloud segment, with enterprise usage on Vertex AI increasing more than 40 times [20] - YouTube surpassed 270 million paid subscriptions, contributing to its revenue growth [16] Business Line Data and Key Metrics Changes - Search business showed strong performance with double-digit revenue growth [16] - Cloud services are rapidly expanding, with leadership in infrastructure and AI agents [16] - YouTube celebrated its 20th anniversary and claimed the top TV viewing spot for three consecutive months [16] Market Data and Key Metrics Changes - In major markets like the U.S. and India, AI Overviews in Search are driving over 10% growth in query types [21] - The Gemini app has over 400 million monthly active users, indicating strong market adoption [20] Company Strategy and Development Direction - The company is focusing on AI-first product innovation, integrating AI into core products and expanding its cloud business [15][16] - Alphabet is committed to responsible AI development, emphasizing privacy, safety, and risk assessments [12] - The introduction of AI Ultra subscription plan aims to provide users with access to advanced AI models and features [16] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the evolving technological landscape and creating value for shareholders [13] - The board is pleased with Alphabet's leadership in AI and its ability to deliver real-world benefits to users [10] - The company is excited about the future of AI and its potential to drive innovation across various sectors [27] Other Important Information - Alphabet's infrastructure improvements, including the new Ironwood TPU, are expected to enhance AI performance significantly [19] - The company is actively working on projects like Firesat for wildfire insights and expanding Waymo's ride-sharing services [26] Q&A Session Summary Question: What is the company's approach to AI development? - The company is focused on responsible AI development with stringent privacy and safety policies in place [12] Question: How is Alphabet addressing climate goals? - The company has set ambitious targets for reducing greenhouse gas emissions and is committed to transparency in its climate progress [56] Question: What measures are being taken to ensure child safety online? - Alphabet has published a legislative framework for child safety but faces scrutiny over its lobbying activities against child safety legislation [96][97]

Core Insights - Alphabet (GOOGL) is experiencing a decline in its search engine market dominance due to the rise of Generative AI applications and competition from other search engines [1][5] Market Share and Competition - As of May 2025, Google holds a market share of 89.54%, with Bing and Baidu at 4% and 0.69% respectively, marking Google's lowest market share in two decades [2] - Microsoft is enhancing Bing's capabilities through AI integration, including the introduction of Copilot Search and Bing Video Creator [5] - Baidu is also improving its search engine with self-developed ERNIE models, including the recent launch of ERNIE 4.5 and ERNIE X1 [6] AI Innovations and User Engagement - Alphabet is implementing AI innovations to regain market share, with AI Overviews driving over a 10% increase in usage for relevant queries in major markets like India and the U.S. [3] - AI Overviews are currently utilized by more than 1.5 billion users monthly [3] - Circle to Search has been a significant factor in increasing user engagement, available on 250 million devices with a 40% usage increase in Q1 2025 [4] Financial Performance and Valuation - Alphabet's shares have decreased by 11.2% year-to-date, underperforming the broader technology sector and internet services industry [7] - The forward 12-month Price/Sales ratio for Alphabet is 6.03X, compared to the industry average of 5.05X, indicating a premium valuation [11] - The Zacks Consensus Estimate for Q2 2025 earnings is $2.12 per share, reflecting a 12.17% year-over-year growth, while the estimate for 2025 earnings is $9.47 per share, suggesting a 17.79% year-over-year growth [14]