Core Viewpoint - AI is transforming modern workplaces and daily life, shifting user behavior from "searching" to "asking AI" for solutions, leading to a significant increase in AI search users from 310 million in January 2024 to 1.98 billion by February 2025, a growth rate of 538.7% [1] Group 1: User Experience and Concerns - Users are increasingly questioning whether AI-generated answers contain advertisements, as seen in the experiences of individuals like Zhao Xinting, who noticed brand mentions in AI responses and expressed skepticism about their authenticity [1][4] - Social media platforms are filled with users voicing concerns that AI responses are becoming "advertising spaces," with examples of AI tools like DeepSeek and Doubao incorporating promotional content in their answers [5][9] Group 2: Marketing Opportunities - The rise of AI has created new marketing opportunities, particularly through Generative Engine Optimization (GEO), which aims to influence AI outputs by producing content that aligns with AI preferences, similar to traditional Search Engine Optimization (SEO) [10] - The GEO market is projected to grow significantly, with estimates suggesting a market size of approximately 2.1 billion yuan in 2023, expected to reach 24.2 billion yuan by 2027, indicating a potential market value transformation exceeding 300 billion yuan in the next five years [14] Group 3: Service Providers and Pricing - GEO service companies are emerging, offering services that optimize brand visibility in AI responses, with pricing models based on the number of keywords and entries, ranging from 6,000 yuan for 50 entries to 20,000 yuan for 500 entries per month [12][13] - The effectiveness of GEO services is measured by the frequency of brand mentions in AI responses, with some companies offering guarantees of performance or refunds if results are unsatisfactory [14]

Core Insights - The banking industry's initial enthusiasm for DeepSeek has diminished over the past six months, with many professionals indicating that the model's impact has not met expectations [1][4][5] - DeepSeek faces significant challenges in the banking sector, primarily due to the complexity of financial data, which it struggles to process effectively [7][8][9] - Despite the setbacks, the trend of increasing investment in financial technology within the banking sector is expected to continue [2][4] Application Status - DeepSeek has not produced any "killer applications" in the banking sector, as initially anticipated, with many banks reporting underwhelming results from its implementation [1][7] - The model's general-purpose nature limits its compatibility with existing banking technologies, leading to difficulties in integration [8][9] - Smaller banks have been more proactive in adopting DeepSeek, often for marketing purposes, while larger banks have shown reduced enthusiasm [3][4][5] Industry Response - The regulatory environment has shifted, with authorities advising large banks against extensive promotion of DeepSeek, emphasizing the importance of self-developed financial models [4][5] - The emergence of new financial models from domestic tech giants has further diluted DeepSeek's uniqueness in the market [6][5] - The banking sector's low tolerance for errors in financial applications has led to cautious approaches in deploying DeepSeek for critical functions like AI advisory and risk management [9]

Group 1: DeepSeek and ACL Conference - DeepSeek, in collaboration with Peking University, won the Best Paper Award at the 63rd ACL conference, highlighting a significant achievement in natural language processing with the introduction of the Native Sparse Attention (NSA) mechanism [1][2] - The ACL conference saw a record submission of over 8000 papers, with a main conference acceptance rate of 20.3% and a Findings acceptance rate of 16.7% [1] Group 2: Anthropic's Market Position - Anthropic has surpassed OpenAI in popularity among enterprises, capturing 32% of the large language model market, while OpenAI's share has decreased to 25% [3][4] - Two years ago, OpenAI held a dominant 50% market share, with Anthropic at only 12%, indicating a significant shift in the competitive landscape [3] Group 3: AI Model Developments - The AI startup Step 3 has released an open-source foundational model with 321 billion parameters, showcasing advanced capabilities in visual perception and complex reasoning [5] - Multiple companies, including Tencent and Moonlight, have also released open-source models, indicating a trend towards open-source solutions in the AI industry [5] Group 4: Baidu's AI Integration - Baidu is testing an AI application entry point on its search homepage, allowing users to access various AI applications directly [6][7] - This move follows a major redesign of Baidu's search platform and reflects the company's commitment to integrating AI into its services [6] Group 5: Robotics Industry Insights - Tencent's chief scientist, Zhang Zhengyou, stated that the embodied intelligence industry is still in its early stages, comparing it to the mobile phone industry's evolution [8] - He emphasized that current humanoid robots are primarily used for data collection and research, and a significant breakthrough is needed for widespread adoption [8] Group 6: Supernode Solutions - Several companies showcased supernode solutions at the WAIC, addressing the challenges of large-scale computing clusters [9] - Supernodes aim to enhance performance by integrating computing chip resources, which is increasingly necessary as model parameters grow larger [9] Group 7: Financial Performance of Major Tech Companies - Meta reported a 22% year-over-year revenue increase in Q2, reaching $47.5 billion, with a net profit of $18.3 billion, up 36% [10] - Microsoft achieved a revenue of $76.4 billion in Q4, an 18% increase, with its market capitalization reaching $4 trillion, driven by demand for AI services [11]

《辟谣财知道》注意到，近期一则关于DeepSeek(深度求索)公司上市的消息出现在诸多权威的新闻网 站。据南方日报报道，知情人士表示，该消息不实。 ...

近期，一则关于DeepSeek（深度求索）公司上市的消息出现在诸多权威的新闻网站。知情人士告诉南 都N视频记者，该消息不实。虚假信源也使得DeepSeek的AI应用成了"受害者"。 这则DeepSeek的IPO假新闻有两个版本：版本一是DeepSeek准备科创板上市，于7月18日发布。该版本 的消息中写道："DeepSeek今日（7月15日）正式宣布，公司已递交科创板上市申请，计划于2025年11月 正式挂牌交易，此次IPO旨在进一步扩大算力租赁业务规模。" 然而经记者核实，上海证券交易所并无DeepSeek的上市申请记录，DeepSeek近期也从未在任何官方渠 道宣布过上市计划。更关键是，DeepSeek背后的公司迄今未进行过股改。股改是一家公司上市的必要 条件。此外，DeepSeek官网显示的服务内容中，并不包含所谓算力租赁业务。 版本二发布7月30日左右，改称DeepSeek提交了北交所上市申报材料，拟于2025年11月正式挂牌。然 而，北京证券交易所官网同样无法查询到DeepSeek的上市申请记录。 上述新闻网站发布的DeepSeek上市消息，共同点是没有明确的署名，消息来源模糊。 虚假的信源也污染了 ...

Core Insights - DeepSeek is enhancing its technological barriers by collaborating with the Institute of Computing Technology, Chinese Academy of Sciences to establish a joint laboratory focused on cutting-edge technologies such as "storage-compute integration" [1] - The dual-driven model of "listing + R&D" is expected to accelerate the transformation of scientific research achievements into practical applications [1] - The laboratory has already filed three patents that have entered the PCT international application stage, which may lead to new profit growth points in the future [1]

AI正在以一种意想不到的方式，嵌入中国家庭最私密的肌理。 它不再仅仅是工具，更开始扮演一个微妙的"第三方"角色——在因观念、代际和沟通方式差异而撕裂的家庭关系中，充当起"军师"或"翻译官"。 蔡考和程君，这两位年轻女性的家庭，都因AI的偶然介入，经历了一场充满试探、挫折与反复的、漫长的"沟通实验"。 AI如同一面镜子，照见了她们与母亲在亲密关系中的僵局，也意外地赋予了她们重建现实关系的力量。 这并非一个"科技改变生活"的乐观故事。它更像是一个粗糙的、关于两代人在巨大的认知鸿沟面前，如何借助一个陌生的工具，笨拙走向彼此的现实记 录。 交锋 2025年5月下旬，距离女儿蔡考的又一次相亲还有一周，妈妈张瑞芳特地从浙江赶到上海。她此行的目的，是监督女儿为这场"考试"做万全准备。 张瑞芳去上海之前，问蔡考需不需要带过去点护肤品。蔡考说：我这全有。 结果张瑞芳发现，蔡考唯一的"家当"是酒店拿来的免费润肤霜。她形容女儿匪夷所思。 蔡考第一次相亲见面后没了下文，张瑞芳很焦虑，把这一切都归咎于女儿"长得不像照片"。"再不减减肥、脸上抹点东西，别人就看不上你了。" 蔡考暴跳如雷，质问妈妈为什么要代入男人的目光审视、否定自己，为什 ...

DeepSeek R2还没来，但DeepSeek下一代模型的更新，已经提前在今年的ACL最佳论文中"剧透"了。 昨天，全球自然语言处理领域的顶级会议ACL公布了今年的最佳论文。 这个会议堪称自然语言处理领域的"世界杯"，不仅是未来一两年大语言模型的风向标，而且从这里走出的顶尖技术，往往会迅速被全行业采纳。当年颠覆 了整个AI领域的Transformer架构，最初就是在这里崭露头角的。 而今年，一篇由DeepSeek和北京大学联合完成的论文斩获了"最佳论文奖"：《Native Sparse Attention: Hardware-Aligned and Natively Trainable Sparse Attention》。 从标题就能看出，这是一篇非常硬核的技术论文，关键词密度拉满：Sparse Attention（稀疏注意力）、Hardware-Aligned（硬件对齐）、Trainable（可训 练）…… 但即便如此，它依然值得所有关注大模型未来的人认真读一遍，因为它首次把稀疏注意力从理论推理带进了完整训练流程，在保持模型性能的同时，还带 来了高达11倍的推理加速。 论文第一作者北京大学硕转博研究生袁境 ...

在这届 ACL 大会上，华人团队收获颇丰。 ACL 是计算语言学和自然语言处理领域的顶级国际会议，由国际计算语言学协会组织，每年举办一次。一直以来，ACL 在 NLP 领域的学术影响力都位列 第一，它也是 CCF-A 类推荐会议。今年的 ACL 大会已是第 63 届，于 2025 年 7 月 27 日至 8 月 1 日在奥地利维也纳举行。 今年总投稿数创历史之最，高达8000多篇（去年为 4407 篇），分为主会论文和 Findings，二者的接收率分别为 20.3% 和 16.7%。 根据官方数据分析，在所有论文的第一作者中，超过半数作者来自中国（51.3%），而去年不到三成（30.6%）。紧随中国，美国作者的数量排名第二， 但只占 14.0%。 今年共评选出 4 篇最佳论文，2 篇最佳社会影响力论文、3 篇最佳资源论文、3 篇最佳主题论文、26 篇杰出论文，2 篇 TACL 最佳论文、1 篇最佳 Demo 论 文以及 47 篇 SAC Highlights。 以下是具体的获奖信息。 最佳论文奖 论文摘要：算法公平性传统上采用了种族色盲（即无差异对待）这种数学上方便的视角。然而，该团队认为，在一系列重要的情 ...

2025 年的 WAIC（世界人工智能大会）闭幕了，AI 等待的重磅「靴子」却没有落地。 热度高涨，人群汹涌。 WAIC 今年全网超 23.6 亿的流量，比去年增长了 21.6%；但是悬念未解：Open AI 即将发布的新一代 GPT-5，以 及 DeepSeek 延期已久的新一代模型 V4 或 R2，有分析认为 8 月初都有望推出，但 WAIC 并未见它们的身影和消息。 DeepSeek 加速了 Agent 的普及，但深入场景还要再来一把火。 格局没有变，AI 行业主要还是互联网大厂的舞台，抖音、腾讯、阿里和百度四家占据强势地位，构成了第一梯队，去重用户规模分别达 到12.66亿、12.48亿、11.68亿、11.05亿。 根据《2025 年中国移动互联网半年大报告》，AI 应用市场的原生 APP、AI 应用插件和 AI PC 网页三个应用类型中，总览 TOP30 应用， 80% 来自互联网企业，四大集团占据强势地位，占据 66.7% 的份额。而从原生 APP的增长看，DeepSeek、豆包和腾讯元宝包揽前三席。 赛道规模数据更显眼的是 AI 插件，因为原生 App 被越来越多的传统 App 以接入 Dee ...