Core Insights - Baidu's new search intelligent assistant, Wen Xiaoyan, has fully integrated the latest two large models, 4.5 and X1, along with the full version of DeepSeek-R1, enabling automatic scheduling of multiple models [1] - Users can choose specific models or intelligent modes for faster responses and more accurate results [1] - Upcoming features include upgraded end-to-end voice dialogue, photo search, and AI-generated videos, which will be available to users for free [1]

"我是学计算机的，对口工作有哪些？""我是一名会计，想跳槽做文员，请问有合适我的岗位吗？"…… 过去，对于福建省福州市总工会稳岗就业创业服务超市的社群服务人员陈晓瑜来说，要在对话窗口里解 答任意一条求职者发来的问题，需要花费10分钟以上的时间。可在不久前举行的福州市总工会"春暖职 工 福你就业"招聘会现场，陈晓瑜的"徒弟"——AI助手"就业阿福"只用3秒钟便解答了这些问题。 "就业阿福"是由福州市总打造的深度融合DeepSeek的就业智能助手。"这些就业咨询涉及跨产业的职业 规划、新兴职业的资格认证路径以及专业与岗位的动态匹配等，以往人工受理往往需要依赖人工检索、 跨部门咨询，耗时耗力。"陈晓瑜感叹，如今，"就业阿福"已经成了工会帮就业的重要工具。 "最强大脑"打通"从产业到职业"的通道 "我们在云端部署了DeepSeek 671B模型，结合工会就业服务基础数据及企业岗位信息数据，建立了一个 独属于'就业阿福'的知识库。"在海峡两岸（福州）职工创新创业创造中心产品主管许鹏飞看来，"就业 阿福"整合了"从产业到职业，从专业到就业"的"四业贯通"的海量数据资源，通过福州打造的"工会稳岗 就业创业服务超市"，可提供 ...

March 7, 2025 09:32 AM GMT 科技脉动 | Asia Pacific M Idea DeepSeek对内存的影响⸺低 成本方案 DeepSeek正在重塑人工智能的故事，表明优化、更智能的软 件和开放平台，可以像海量计算能力一样具有变革性。对于 内存而言，这可能会影响高带宽内存(HBM)对非云应用程序的 需求，从而导致内容大幅减少。 走向廉价化，在中国更加本地化：中国的人工智能模型正变得更小、更高效，并 且需要更少的计算能力。在云提供商之外，DeepSeek不是托管在数据中心，而是 托管在游戏PC集群或不再需要GPU或HBM芯片的设备中。如果在中国能够以更少 的计算部署尖端人工智能模型，那么对利润最高、最昂贵的HBM的需求将会减 少，而标准品DRAM芯片便已足够。 += Analysts employed by non-U.S. affiliates are not registered with FINRA, may not be associated persons of the member and may not be subject to FINRA restrictions ...

Summary of the Investor Presentation on Greater China Tech Semiconductor Industry Overview - The focus is on the Greater China Tech Semiconductor industry, particularly in the context of AI and its impact on semiconductor demand and supply dynamics [1][2][5]. Core Insights - **Cloud AI Demand**: The positive outlook on cloud AI demand remains unchanged, with US Cloud Service Providers (CSPs) maintaining expectations for similar AI capital expenditure intensity [1][2]. - **China AI Market**: There is a more constructive view on the AI market in China, with MediaTek rated as Overweight (OW) [1][2]. - **AI Semiconductor Demand**: The demand for AI semiconductors is expected to accelerate due to generative AI applications spreading across various sectors beyond the semiconductor industry [6]. - **DeepSeek Impact**: The introduction of DeepSeek may trigger an edge AI replacement cycle, as it demonstrates cheaper inferencing capabilities [6]. - **Inventory Trends**: A decline in semiconductor inventory days historically signals potential appreciation in semiconductor stock prices [6][11]. Key Companies and Ratings - **Top Picks**: - AI: Alchip, TSMC, MediaTek, ASE, KYEC, AllRing, FOCI, Montage, Silergy - Non-AI: Novatek (Smartphone), ASMedia (PC), Naura, AMEC, ACMR (China WFE), RichWave, WIN Semi (WiFi 7), Hua Hong, SG Micro, SICC, Nuvoton, Yangjie (Specialty) [6]. - **Underweight Ratings**: UMC, Will Semi, Aspeed, ASMPT, Nanya Tech, Vanguard, Macronix, Parade, Realtek [6]. Financial Metrics and Valuation - **TSMC**: Current price at 1,000 TWD with a target of 1,388 TWD, indicating a 39% upside. P/E ratios for 2023, 2024e, and 2025e are 30.9, 22.1, and 16.3 respectively [7]. - **MediaTek**: Current price at 1,505 TWD with a target of 1,688 TWD, indicating a 12% upside. P/E ratios for 2023, 2024e, and 2025e are 31.1, 22.5, and 18.1 respectively [8]. Market Dynamics - **Logic vs. Memory Cycle**: The logic semiconductor foundry utilization is at 70-80% in the first half of 2025, indicating it has not fully recovered. The increase in semiconductor supply chain inventory days was noted in Q4 2024 [10]. - **Non-AI Semiconductor Growth**: Excluding NVIDIA's AI GPU revenue, non-AI semiconductor growth is projected at only 10% year-over-year in 2024 [11]. - **Memory Stock Prices**: Memory stock prices are seen as leading indicators for logic semiconductors, with an In-Line industry view on Greater China semiconductors [13]. Long-term Demand Drivers - **Tech Diffusion**: The reacceleration of AI semiconductor demand is driven by the proliferation of generative AI across various verticals [6]. - **Tech Deflation**: Anticipated "price elasticity" is expected to stimulate demand for technology products [6]. Conclusion - The Greater China Tech Semiconductor industry is poised for growth, particularly in AI applications, with key players like MediaTek and TSMC leading the charge. The overall sentiment remains cautiously optimistic, with attention to inventory trends and market dynamics shaping future performance [1][6][11].

Core Insights - The article discusses the experience of a small supermarket owner who is considering purchasing a vehicle, specifically an Iveco model, and highlights the various promotional offers available from the manufacturer [1][5]. Group 1: Vehicle Options and Recommendations - The AI assistant "豆包" recommends the Iveco 聚星 model for its affordability and suitability for both family outings and cargo transport [2]. - Another AI, "DeepSeek," provides a more detailed analysis, comparing the advantages and limitations of different models, ultimately favoring the Iveco 欧胜 for its balanced features [3]. - The AI "腾讯元宝" emphasizes the logistics-focused design of the Iveco 得意 series, suggesting it for daily cargo needs while also recommending the 聚星 series for its dual functionality [4]. Group 2: AI Assistance in Decision Making - The article illustrates how different AI tools provide varied yet insightful recommendations, helping the owner clarify the performance advantages and pricing of each vehicle [5]. - The use of AI in decision-making is portrayed as beneficial, allowing the owner to make a more informed choice while also considering financial implications [5][6].

Core Viewpoint - The use of AI tools like DeepSeek in student writing has sparked debate on whether it enhances writing skills or diminishes creativity [1][6][10] Controversy - There is a tension between the ability to "master tools" and the risk of "losing creative ability" among students [9][10] - Supportive teachers argue that AI can quickly generate writing frameworks and provide language enhancement suggestions, potentially replacing some teacher functions [9][10] - Concerns exist that over-reliance on AI may lead to a loss of independent thinking and creativity in students [10][11] Innovation - Educational institutions in Changsha are actively exploring the integration of AI into classrooms, with initiatives like the "Smart Education" program aimed at enhancing teachers' skills in using AI [11][12] - Schools are implementing AI-assisted writing feedback systems to provide personalized guidance to students, thereby reducing teacher workload and improving teaching efficiency [12][13] Suggestions - Educators emphasize the need to view AI as an "accelerator" rather than a "steering wheel," promoting the idea that students should learn to use AI tools effectively without becoming overly dependent [13][14] - Parents are encouraged to guide their children in using AI tools appropriately, focusing on enhancing writing skills rather than generating content automatically [13][14] Communication - Experts suggest that open communication between parents and children regarding the use of AI tools is essential to ensure that students understand the purpose of these tools as aids rather than replacements for their own efforts [14][15] - Collaboration between parents and teachers is recommended to explore the effective use of new technologies in education [15][16]

Group 1 - The Yellow River Water Conservancy Commission is accelerating the implementation of the "Artificial Intelligence + Water Conservancy" initiative, completing the localization deployment of the domestic large language model DeepSeek, which integrates deeply with Yellow River protection and management operations, propelling the digital twin of the Yellow River into the AI era [1] - In flood control, DeepSeek's retrieval-augmented generation (RAG) technology and natural language processing (NLP) algorithms are combined with an established knowledge graph to enable rapid retrieval and analysis of vast information related to flood control situations, forecasts, and professional databases, generating comprehensive report solutions [1] - The initiative aims to establish a rapid registration and coupling calculation framework for water conservancy models that are compatible with DeepSeek, facilitating semantic parsing, logical reasoning, and collaborative computation across hydrological forecasting, reservoir scheduling, and hydrodynamic evolution models, ultimately enhancing the effectiveness of the "four-prevention" mechanism [1] Group 2 - In the management of direct pipe engineering safety and operations, large model technology is utilized to extract value from data resources related to basic information, real-time safety monitoring, operational management records, and multi-dimensional engineering inspections, enabling functions such as information querying, monitoring alerts, and scenario linkage [2] - In the digital twin of Sanmenxia, a fine-tuned DeepSeek model employs RAG technology to access a dedicated knowledge base, ensuring data security while empowering flood support, engineering management, and reservoir area management [2] - The Yellow River Water Conservancy Commission plans to enhance the integration of large model technology with Yellow River protection and management applications, expanding intelligent application scenarios for the digital twin of the Yellow River to promote high-quality development in water conservancy across the Yellow River basin [2]

Core Insights - Amazon Web Services (AWS) has launched DeepSeek-R1 as a fully managed serverless large language model (LLM) on Amazon Bedrock, marking it as the first cloud service provider to offer this model as a fully managed service [1] - Since its introduction in late January, thousands of customers have utilized the custom model import feature of Amazon Bedrock to deploy the DeepSeek-R1 model [1]

记者日前从工商银行了解到，该行在同业率先完成DeepSeek最新开源大模型的私有化部署，并将其接 入行内"工银智涌"大模型矩阵体系，推动金融业务场景的智能化升级。 江苏省金融业联合会金融科技专业委员会在其公众号上披露，江苏银行依托"智慧小苏"大语言模型服务 平台，成功本地化部署微调DeepSeek-VL2多模态模型、轻量DeepSeek-R1推理模型，分别运用于智能合 同质检和自动化估值对账场景中。 北京银行则于2024年底就联合华为引入部署DeepSeek系列大模型，探索大模型在金融领域的应用，目 前已在AIB平台京行研究、京行智库、客服助手、京客图谱等多个关键业务场景中试点应用，大幅提升 了知识驱动的模型服务质量和效率。 此外，重庆农商行、北京农商行、内蒙古银行、青岛农商银行等均宣布有所布局。 股份制银行中，浦发银行宣布，该行在昇腾服务器上部署DeepSeek-R1 671B千亿级大模型，在业内率先 实现全栈国产化算力平台+DeepSeek大模型的金融应用。该行积极推进"人工智能+"行动，体系化布局 场景、流程、数据、模型和技术等人工智能应用的核心要素，尤其是在普惠金融领域，瞄准中小微企业 供需两端存在的 ...

继DeepSeek席卷全网之后，Manus再度霸屏 AI"狂飙"背后的企业密码 阅读提示 DeepSeek、Manus相继火爆全网，是中国人工智能产业厚积薄发的有力见证，彰显出中国在该领域蕴藏 的巨大潜力。AI的"狂飙"给企业发展带来了前所未有的启示：科技创新激起澎拜动能，进而带动全社会 活力无限。与此同时，一些问题也已出现，需要多措并举，促进AI技术更好地发展。 3月6日，一款名为Manus的AI"黑马"产品横空出世，虽然尚未全面开放，但其热度已经席卷全网。这一 次的AI处理效果更加"夸张"，在其官网展示的案例中，无须人工后期优化，可直接交付完整成果，远超 OpenAI同类产品，创下GAIA基准测试新纪录。 DeepSeek、Manus相继火爆全网，是中国人工智能产业厚积薄发的有力见证，彰显出中国在该领域蕴藏 的巨大潜力。随着人工智能技术的深度应用，大模型所面临的挑战也日益严峻。如何让AI更好为企业 发展赋能，是当今社会面临的重大课题。 加速推进行业发展 天眼查专业版数据显示，截至目前，我国现有人工智能相关企业超409万家。仅2025年以来新增注册超 过11万家。近5年间，注册数量呈逐年增长态势，并在202 ...