据手机应用商店显示，DeepSeek App更新，支持对话内容生成分享图功能。 值得一提的是，近日有市场传言称，国产大模型公司深度求索旗下DeepSeek R2有望在8月15日至30日期 间发布。 不过，8月13日，DeepSeek内部人士向媒体人士表示，该消息不属实。 OpenAI表示，GPT-5将面向所有用户开放，Plus会员可获得更多使用量，Pro会员则可访问GPT-5 Pro版 本——该版本具有扩展推理能力，可提供更全面、更准确的答案。 在年初成为大模型产业王炸黑马后，DeepSeek成为国内大模型厂商的集体竞标对手，包括MiniMax、月 之暗面等知名大模型公司或明或暗都提出了对标DeepSeek的目标，且在更新迭代上进展迅速。作为中 国开源大模型的"风向标"，DeepSeek正在面临更激烈竞争。 此外，8月13日消息，OpenAI首席执行官山姆·奥尔特曼在社交媒体平台发文介绍ChatGPT最新功能更新 情况。其中提到，目前GPT-5在响应模式的选择上提供"自动"、"快速"和"深度思考"三种模式，山姆·奥 尔特曼称，多数用户适合"自动"模式，但新增的控制选项将为特定需求用户提供便利。他还表示，开发 ...

wumiancaijing.com / 因DeepSeek爆火，幻方量化俨然是"科技新贵"，但"券商返佣"腐败曝光后，外界甚至开始担忧DeepSeek的未来。 重要提醒！！！为防失联，请"星标"我们！进入无冕财经公众号，点击右上角"..."，再""，以便您及时接收每篇推送~ 作者：贾琦 编辑：陈涧 设计：岚昇 一边是公众眼中的"科技新贵"，一边是卷入灰色交易的金融机构，这种巨大反差使其面临质疑，也迫使外界重新审视其与DeepSeek之间的资本关联。 甚至有网友表示："期待已久的Deepseek R2一再跳票，难道是因为母公司出问题了？" "钞能力"算法 2015年，梁文锋正式注册成立了杭州九章和宁波幻方两个投资平台，凭借AI算法做量化投资，从10万元初始资金干到了国内首个募资超过1000亿元的量 化对冲基金，成功赚到"第一桶金"。 而在幻方工作的李橙，却有着自己另一套"算法"。曾任职于招商证券的他，在2017年加入幻方，随后成为市场总监之一，多次在不同场合代表幻方量化发 声。 ▲李橙曾任职招商证券。 天眼查信息显示，李橙名下持有宁波少广创业投资合伙企业（有限合伙）0.5%股权，持有宁波程采旃蒙企业管理咨询合伙 ...

Group 1 - China has reportedly requested local companies to avoid using Nvidia's H20 chip, particularly for government or national security-related work, following concerns about chip security risks [1] - Tencent's Q2 advertising revenue reached a record high of 35.76 billion yuan, a 20% year-on-year increase, driven by AI-enhanced advertising platform improvements and strong demand from advertisers [3] - The Ministry of Industry and Information Technology in China has published the first batch of typical application cases for artificial intelligence in the biomanufacturing sector, aiming to promote the integration of AI and biomanufacturing [4] Group 2 - Malaysia introduced its first autonomous AI model named "ILMU," developed by the Malaysian AI Laboratory and the University of Malaya, which will be available for public experience in September [5] - Apple is planning to re-enter the AI market with new products, including a desktop robot and a smart speaker with a display, with a focus on enhancing its product ecosystem [6][7] - Alibaba has initiated a large-scale recruitment plan for nearly 1,000 AI talents, focusing on advanced technologies such as large language models and multimodal recognition [8]

Group 1: Nvidia and China - China has reportedly requested local companies to avoid using Nvidia's H20 chip, particularly for government or national security-related work [1] Group 2: Tencent's Financial Performance - Tencent reported record-high advertising revenue in Q2, with total revenue of 676.15 billion yuan in the first half of the year and 357.62 billion yuan in Q2, marking a 20% year-on-year increase [3] - The company's total revenue for the first half of the year reached 3,645.26 billion yuan, a 14% year-on-year growth, with Q2 revenue showing a 15% increase [3] - Growth is attributed to AI-driven improvements in advertising platforms and enhanced WeChat transaction ecosystem, leading to strong demand from advertisers [3] Group 3: AI Developments in Malaysia - Malaysia introduced its first autonomous AI model "ILMU," developed by the Malaysian Institute of Artificial Intelligence and the University of Malaya, set to be available for public experience in September [5] Group 4: Apple's AI Product Plans - Apple is planning to re-enter the AI market with new products, including robots, an updated Siri, smart speakers with displays, and home security cameras, with a desktop robot expected to launch in 2027 [6] - The new AI camera is seen as a core component of Apple's security system, aimed at enhancing consumer engagement with Apple's product ecosystem [6] Group 5: Alibaba's Recruitment and Leadership Changes - Alibaba is launching a large-scale AI talent recruitment plan, aiming to hire nearly 1,000 people across various cities, focusing on cutting-edge technologies [8] - The departure of a key figure, known as the first programmer of Taobao, marks a significant change within Alibaba [8] Group 6: Financial Statistics - The People's Bank of China reported an increase of 18.44 trillion yuan in RMB deposits over the first seven months of the year, with household deposits rising by 9.66 trillion yuan [8]

Core Insights - DeepSeek App has been updated to support a new feature that allows users to generate and share images of conversation content [1] Company Developments - The update enhances user engagement by enabling the sharing of conversation content in a visual format [1]

Core Viewpoint - Elon Musk criticizes Apple for allegedly manipulating the App Store rankings to favor its partner OpenAI, threatening legal action for antitrust violations [1][3][5]. Group 1: Musk's Accusations Against Apple - Musk claims that Apple's App Store is biased against his applications, Grok and X, which he argues are not included in the recommended lists despite their high rankings [3][4]. - He accuses Apple of creating an unfair environment where only OpenAI can achieve top rankings, which he deems a clear violation of antitrust laws [3][5]. - Musk's emotional response includes a series of posts on social media, expressing his frustration and determination to challenge Apple's practices [1][3]. Group 2: Apple's Response and Market Context - Apple is currently facing multiple antitrust lawsuits in the U.S. and EU, with the App Store being a central focus of these legal challenges [5][6]. - The company has previously collaborated with OpenAI to integrate ChatGPT into its products, which Musk views as preferential treatment [8][12]. - Despite Musk's claims, other AI applications like DeepSeek and Perplexity have achieved high rankings in the App Store, undermining his argument [4][19]. Group 3: Competitive Landscape - OpenAI's ChatGPT has over 700 million weekly active users, while Musk's Grok has less than 40 million monthly active users, highlighting the competitive gap [11]. - Musk's rivalry with OpenAI's CEO Sam Altman is intensified by their past collaboration and subsequent fallout, with Musk feeling sidelined [11][12]. - Musk's efforts to establish his own AI company, xAI, are part of his strategy to compete directly with OpenAI and its products [12][14]. Group 4: Recent Developments - Following Musk's accusations, Grok's chatbot publicly supported Altman's position, further complicating Musk's narrative [19]. - Musk's emotional volatility is evident as he oscillates between criticism of Apple and moments of satisfaction when Grok achieves recognition in the App Store [23].

央行：7月末广义货币(M2)余额329.94万亿元 同比增长8.8% 央行发布的7月金融统计数据报告显示，7月末，广义货币(M2)余额329.94万亿元，同比增长8.8%，6月 末为增长8.3%。狭义货币(M1)余额111.06万亿元，同比增长5.6%。流通中货币(M0)余额13.28万亿元， 同比增长11.8%。前7个月净投放现金4651亿元。 央行：前7个月社会融资规模增量累计为23.99万亿元 央行数据显示，初步统计，2025年前7个月社会融资规模增量累计为23.99万亿元，比上年同期多5.12万 亿元。其中，对实体经济发放的人民币贷款增加12.31万亿元，同比少增694亿元；对实体经济发放的外 币贷款折合人民币减少725亿元，同比少减245亿元；委托贷款减少689亿元，同比多减116亿元；信托贷 款增加1592亿元，同比少增1480亿元；未贴现的银行承兑汇票减少2196亿元，同比少减1243亿元；企业 债券净融资1.43万亿元，同比少1849亿元；政府债券净融资8.9万亿元，同比多4.88万亿元；非金融企业 境内股票融资2212亿元，同比多767亿元。 腾讯控股：第二季度营收1845.0亿元 同比增长 ...

小米任命多位非洲市场高管，雷军称要加大投入 访问36氪出海网站letschuhai.com，获取更多全球商业相关资讯。 热点快讯 追觅已成立追觅智显事业群，将整合追觅科技在AI算法和精工设计等领域的资源，正式进军电视、投影仪及音响市场。据知情人士透露，追觅智显新品将 于今年9月初首次亮相。（新浪科技） 阿里国际站"海外现货"模式缩短大单周期，覆盖欧美28国 阿里国际站推出"海外现货"模式。商家提前备货至海外仓，客户可快速获取样品，大幅缩短决策周期。据了解，阿里国际站的"海外现货"模式，覆盖美国和 欧洲27国，任何拥有海外仓或第三方仓库存的外贸商家都可以加入。阿里国际站将为这批商家提供一整套集流量、转化、履约于一体的订单增长解决方案。 （36氪） 小米近日对非洲市场进行人事调整，任命刘社全担任非洲地区部总经理兼任西非战区负责人，向国际销售部总经理林恩汇报。另外，此次人事调整还涉及多 位非洲地区部负责人。任命邹承宗担任东非战区负责人，黄进华担任肯尼亚国家经理，吴春晖担任市场部负责人，刘业齐担任售后服务部负责人，上述四人 均向非洲地区部总经理刘社全汇报。在此前的第八届中非企业家大会上，小米集团创始人、董事长兼CEO ...

Core Viewpoint - The market has circulated rumors regarding the release of DeepSeek's next-generation model, DeepSeek-R2, expected between August 15 and 30. However, sources close to DeepSeek have confirmed that this information is inaccurate and that there are no plans for a release in August [1] Group 1 - The anticipated release window for DeepSeek-R2 was reported to be between August 15 and 30 [1] - Sources close to DeepSeek have denied the rumors about the release of DeepSeek-R2 [1] - Confirmation was made that there are no plans for the release of DeepSeek-R2 within August [1]

2025年8月13日，创业板人工智能ETF南方(159382)盘中走强一度涨超5%， 冲击3连涨。截至10:43，该 基金盘中换手20.24%，成交1726.33万元，市场交投活跃。跟踪指数创业板人工智能指数强势上涨 4.91%，成分股光库科技上涨20.01%，新易盛上涨14.69%，中际旭创上涨9.12%，首都在线，天孚通信 等个股跟涨。 创业板人工智能ETF南方(159382)紧密跟踪创业板人工智能指数，创业板人工智能指数反映创业板人工 智能主题相关上市公司的股价变化情况。目前，该指数前十大权重股分别为中际旭创、新易盛、天孚通 信、软通动力、润泽科技、全志科技、景嘉微、深信服、北京君正、网宿科技。 相关产品： 创业板人工智能ETF南方(159382) 资金流入方面，创业板人工智能ETF南方(159382)近10个交易日内，合计净流入1457.93万元。 昨日一则关于DeepSeek-R2即将发布的消息引发市场热议。市场传出DeepSeek-R2的预计发布时间窗口 为2025年8月15日至8月30日，但具体日期尚未官宣。据了解，DeepSeek-R2早期计划指向2025年5月发 布，但因技术进度和市场竞争因 ...