While OpenAI may be the “straw that stirs the AI drink” and dominates daily headlines, investors should focus on the “picks and shovels” of the artificial intelligence boom, according to Beth Kindig, lead tech analyst at I/O Fund. Investors Can Find Value In Compute, Networking: I/O FundIn a Fox Business interview uploaded on I/O Fund’s YouTube on Nov. 12, Kindig acknowledged OpenAI's “pivotal” role in accelerating AI adoption but argued that the “majority of the revenue and the profits” for investors are c ...

Core Insights - Google DeepMind has publicly released the complete technology and training methods behind its IMO gold medal model, AlphaProof, continuing its tradition of transparency in AI research [1][30] - The model utilizes a 3 billion parameter encoder-decoder transformer architecture, which allows it to understand and generate mathematical proofs effectively [12][21] Development Process - The AlphaProof team was relatively small, consisting of about 10 members for most of the development period, with additional members joining closer to the IMO competition [3] - A key breakthrough came from team member Miklós Horváth, who developed a method to create various problem variants for training the AI [4][5] - Over a year, the team explored various research ideas, integrating successful approaches into the AlphaProof system [7] Training Methodology - AlphaProof transforms the mathematical proof process into a game-like environment, where each mathematical proposition serves as a new game level [8] - The system employs a reinforcement learning environment based on the Lean theorem prover, allowing it to suggest strategies and estimate the steps needed to complete proofs [13][14] - The training faced challenges in sourcing sufficient mathematical problems, initially using 300 billion tokens of code and math text for pre-training, followed by fine-tuning with 300,000 manually crafted proofs [16][21] - A significant innovation was the automatic formalization process, which translated natural language math problems into a format understandable by Lean, generating around 80 million formalized problems from 1 million natural language questions [16][21] Performance at IMO - AlphaProof's performance at the 2024 IMO was remarkable, successfully solving three problems, including the most difficult one, despite requiring 2-3 days of computation for each problem [26][28] - The system's ability to generate related problem variants during the competition was crucial for its success [26][27] Future Directions - Following its success, DeepMind has opened AlphaProof's capabilities to the scientific community, allowing researchers to apply for access [30] - Researchers have noted AlphaProof's strength in identifying counterexamples and its limitations when faced with custom definitions in proofs [31][33] - The reliance on the Lean theorem prover presents challenges due to its evolving nature, which can affect AlphaProof's performance in more mature mathematical domains [35] - The limited availability of unique mathematical problems poses a challenge for the AI's generalization capabilities, highlighting the need for further development in generating its own training problems [36]

Group 1: Solar and Energy Stocks - Solar stocks showed recovery with New Special Energy (01799) up 4.99%, Flat Glass (06865) up 3.25%, Xinyi Solar (00968) up 3.75%, and GCL-Poly Energy (03800) up 2.27%. The China Photovoltaic Industry Association stated that rumors about a polysilicon storage platform were false, aiming to malign the industry [1][2] - Energy storage concept stocks rose against the trend, with Longpan Technology (02465) up 17.09%, Ruipu Lanjun (00666) up 15.2%, and Zhongxin Innovation (03931) up 9.22%. Lithium hexafluorophosphate prices have surged, with some market quotes reaching 150,000 yuan/ton, doubling since mid-October [1] Group 2: Oil and Gas Stocks - Oil stocks collectively declined, with CNOOC (00883) down 3.14%, CNOOC Services (02883) down 2.98%, PetroChina (00857) down 2.09%, and Sinopec (00386) down 1.79%. OPEC's monthly report indicated a slight oversupply in the oil market by 2026, contrasting previous predictions of sustained demand [2] Group 3: Steel and Mining Stocks - Steel stocks saw a midday surge, with Maanshan Iron & Steel (00323) up 7.09%, Ansteel (00347) up 2.26%, and Chongqing Iron & Steel (01053) up 2.13%. The Simandou project in Guinea, which has the potential to become the fifth-largest mine globally, has commenced production [2] Group 4: Airline and Transportation Stocks - Southern Airlines (01055) rose over 3.9% after reporting a 2.2% year-on-year increase in revenue for the first three quarters of 2025 [2] Group 5: Biotechnology and Pharmaceuticals - Gilead Sciences (01672) increased over 5.7% as it announced the clinical development of new drugs ASC36 and ASC35 [3] - Zai Lab (02509) rose over 8.4% after announcing plans for continued related transactions for the commercialization of QX001S from 2026 to 2028 [4] Group 6: Gold Stocks - Gold stocks collectively rose, with China Gold International (02099) up 5.99%, Jihai Resources (02489) up 7.3%, and Lingbao Gold (03330) up 4.47%. Gold prices have surpassed $4,100 and are testing the $4,200 resistance level [4] Group 7: US Market Movements - Major tech stocks in the US fell, with Meta Platforms (META.US) down over 2.8%, Tesla (TSLA.US) down over 2%, and Amazon (AMZN.US) down over 1.9% [5] - Eli Lilly (LLY.US) rose 2.95%, reaching a historical high, after announcing a deal to lower GLP-1 drug prices to $245 per month, potentially opening a new market of 30 million people [5] - The US airline service sector saw gains, with United Airlines (UAL.US) up 5.29% and American Airlines (AAL.US) up 3.62%, as the government is expected to reopen soon [5] Group 8: Nuclear Energy Stocks - US nuclear energy stocks rose, with Oklo (OKLO.US) up 6.67% as the government plans to finance new nuclear power plants to meet the energy demands of AI development [6] Group 9: Company-Specific Developments - On Holding (ONON.US) surged over 17.9% after reporting Q3 net sales of 794.4 million Swiss francs, exceeding market expectations [7] - AMD (AMD.US) rose 9% as it projected a 35% annual growth rate in revenue over the next three to five years, driven by AI chip demand [7]

国际最新研发一AI系统：能证明复杂数学理论 编辑：付健青 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 据研究团队介绍，AlphaProof为证明数学命题而设计，其在对8000万个命题进行自动形式化后，通过增 强学习找出这些证明方法，因此，AlphaProof被证明能提升之前先进AI系统在既往数学竞赛问题上的结 果。 2024年，在一项权威的高中水平数学竞赛——国际数学奥林匹克竞赛上，AlphaProof解出了竞赛的复杂 问题：在比赛过程中，AlphaProof联合名为AlphaGeometry的几何解题系统，解出6个竞赛问题中的4 个，取得相当于银牌水平的高分。 《自然》同期发表同行专家的"新闻与观点"文章指出，虽然AlphaProof在竞赛级数学推理领域的表现令 人惊艳，但它在求解其他形式难题上还存在一些局限性，建议作为未来的研究方向，而克服这些局限， 将使AlphaProof成为一个重要的复杂数学问题解题工具。(完 ...

来源：环球网 【环球网科技综合报道】11月13日消息，据Android Authority报道，谷歌近日宣布对Android系统应用安 装政策作出重大调整，推出面向开发者和高阶用户的"高级流程"，允许这类用户在充分了解风险后自主 安装未经验证的应用，此前备受争议的"全面阻止未验证应用安装"计划得以优化。 此次推出的"高级流程"针对性回应了相关诉求。谷歌在官方博客中说明，该流程面向风险承受能力更 强、有下载未验证应用需求的开发者和高阶用户，核心设计旨在防范诈骗诱导行为。流程中会设置清晰 的风险警告，确保用户充分知晓安装未经验证应用可能面临的安全隐患，最终安装决定权完全交由用户 自主掌控。目前，谷歌正收集该功能的早期用户反馈，后续几个月将公布更多实施细节。 与此同时，谷歌同步启动开发者验证抢先体验计划。仅在Play商店外分发应用的开发者，可通过 Android Developer Console提前完成身份验证，为明年即将实施的开发者验证要求做好准备；通过Play 商店分发应用的开发者也将陆续收到注册邀请。（纯钧） 今年8月底，谷歌曾公布初始政策规划，拟从明年起限制用户安装未经验证开发者制作的应用，这一举 措引发 ...

芯原股份涨超4%，公司近日宣布与谷歌联合推出面向始终在线、超低能耗端侧大语言模型应用的Coral NPU IP。 ...

11月12日消息，日前，一篇名为《谷歌是否悄然解决了人工智能领域最古老的两个难题？》（Has Google Quietly Solved Two of AI's Oldest Problems?）的文章在人工智能圈内迅速传播。 作者是加拿大滑铁卢劳里埃大学历史学副教授马克·汉弗莱斯（Mark Humphries），这位研究20世纪北美史的学者近年转向数字人文与人 工智能应用研究。他在Substack平台的专栏《Generative History》中披露：他在谷歌AI Studio中试验的一款神秘模型，展现出"几乎完 美"的手写识别能力，以及"自发的、抽象的、符号化推理"现象。 注：AI Studio界面显示A/B测试 谷歌的AI Studio是一个开放实验平台，用户可在其中测试提示词、比较模型表现。最近一周，一部分用户发现系统会随机生成两份答 案，要求他们选择较优者。这是大型AI实验室在模型上线前常用的A/B测试（用于比较两种或多种方案的效果，从而判断哪一个更优） 方式。由此外界推测，这款正在试验的模型可能是即将发布的Gemini-3。 汉弗莱斯的实验原本只是想验证这款模型在"手写历史文档转录"任务上的表现 ...

1、中美经贸：中共中央政治局委员、国务院副总理何立峰11月12日晚在京会见美中关系全国委员会董 事会执行副主席格林伯格、会长欧伦斯。何立峰表示，中美在经贸领域拥有广阔合作空间，中美双方应 相向而行，共同维护好、落实好两国元首釜山会晤重要共识和成果，加强合作、管控分歧，推动中美经 贸关系稳定发展。 2、央行：中国人民银行召开党的二十届四中全会精神宣讲报告会，中央宣讲团成员，中国人民银行党 委书记、行长潘功胜作宣讲报告。潘功胜表示，完善中央银行制度是"十五五"时期推动金融高质量发 展、加快建设金融强国的战略举措。要构建科学稳健的货币政策体系，健全覆盖全面的宏观审慎管理体 系和系统性金融风险防范处置机制，持续深化金融供给侧结构性改革，稳步推进金融高水平开放，坚决 维护国家金融安全，为实现党中央确定的"十五五"目标任务贡献更大金融力量。 3、商务部：商务部11月12日消息，在第八届中国国际进口博览会期间，商务部副部长盛秋平在上海组 织召开外资零售企业座谈会，部分外资零售企业代表参加座谈交流。盛秋平表示，当前中国零售业规模 巨大、趋势向好、充满活力，行业发展处于快速变革期。欢迎广大外资零售企业来华发展。希望外资零 售企 ...

智通财经11月13日讯（编辑 黄君芝）众所周知，人工智能（AI）是只当之无愧的"吞电巨兽"。因此， 美国的"AI淘金热"可能很快就会遭遇严重的能源瓶颈。 摩根士丹利（Morgan Stanley）最新警告称，到2028年，由于AI数据中心消耗大量电力，美国可能面临 高达20%的电力缺口。该行估计，如果不能迅速增加新的电力容量，潜在的电力缺口将达到13至44吉瓦 （GW），相当于超过3300万美国家庭的用电量。 以Stephen Byrd为首的大摩分析师团队在最新发布的报告中指出，"我们预计，到2028年，美国的电力缺 口将达到44吉瓦，之后我们将考虑不依赖于传统电网互联过程的创新型供电解决方案。" 电网极限 推动这一增长的正是微软、谷歌、亚马逊和Meta等科技巨头，它们计划在2025年投资近4000亿美元来 扩展AI计算能力。然而，尽管芯片供应充足，电力却十分紧缺。微软CEO萨蒂亚·纳德拉承认，目前最 大的问题"不是计算能力，而是电力"，并警告说，如果没有电力供应，一些人工智能芯片最终可能会闲 置。 要知道，数据中心的建设仅需要两年时间，但输电线路的建设却需要长达十年的时间。这种供需不匹配 正使美国电网达到极 ...

Group 1 - Chery Automobile issued an apology after an incident during a vehicle challenge at Tianmen Mountain, where a vehicle slipped and damaged a guardrail due to a safety harness failure, but no injuries were reported [4][7] - Xiaomi has welcomed former DeepSeek researcher Luo Fuli, who will work on the company's first reasoning model, Xiaomi MiMo, aiming to advance towards AGI [4][7] - Luckin Coffee's CEO announced preparations for a relisting in the U.S. after recovering from a previous delisting due to financial misconduct, now surpassing Starbucks in China [4][9] Group 2 - ByteDance's Seed researcher Ren Zeyu was dismissed for leaking confidential information related to the GR-3 robotics project [4] - Vipshop is reportedly considering a Hong Kong listing as early as next year, with a current market value of approximately $7.8 billion [9] - Luckin Coffee's major shareholder, Centurium Capital, is evaluating a potential acquisition of Costa Coffee, with an estimated valuation of around £1 billion ($1.3 billion) [9] Group 3 - Ford's CEO expressed shock after analyzing Tesla and Chinese electric vehicles, prompting a comprehensive reform within Ford to address competitive challenges [11] - The China Association of Automobile Manufacturers reported that passenger car production and sales in October reached 2.995 million and 2.961 million units, respectively, marking year-on-year increases of 10.7% and 7.5% [20] - The global patent application volume is expected to reach a record high of 3.7 million in 2024, with China leading at 1.8 million applications [21] Group 4 - The Chinese pet market is projected to exceed 800 billion yuan by 2025, with significant growth in urban dog and cat markets [21] - Skims raised $225 million in funding, achieving a valuation of $5 billion, with expected net sales surpassing $1 billion this year [17] - SpaceX launched a new Starlink home package in the U.S. for $40 per month, offering unlimited data and speeds up to 100 Mbps [17]