远向黃峰之路 中国威张墨 Al 企业研究报告 intel. + Deloitte. + SAIIA 前言 过去 60 年,人工智能经历了几次从爆发到低谷再重新焕发生机的过程,进入 21 世纪以 来,随着数据的爆发式增长,计算能力的大幅度提升和深度学习的发展和成熟,人工智 能迎来了第三次发展浪潮,人工智能技术走向了全面应用,在全球范围内掀起了一场新 的产业革命。而 2020 年突如其来的疫情,对人类的生命健康,以及全球的经济发展构 成了巨大挑战,却也无意中加速了产业智能化的进程。 在中国,人工智能已经上升为国家战略,连续多年写入政府工作报告中,得益于社会经 济的持续增长、政策和资本的大力驱动、创新力量的持续沉淀,AI 产业正在蓬勃发展, 并孕育了数千家人工智能相关企业。而成长型 AI 企业数量占比达到九成,是人工智能 技术发展,应用创新和产业融合的重要推动力量。非独家兽 AI 企业大多成立于我们正 在经历的第三次人工智能浪潮期间,普遍有着优秀核心团队,技术上有一定积累,对所 赋能的行业有深刻理解,体量虽小,但可以灵活的打造满足细分市场需求的智能化解决 方案,从农业畜牧业,到游戏娱乐,从时尚产业到工业生产,几乎所 ...

自主创新,数智赋能 2023 亦庄高科技高成长20强暨明日之星报告 2024年7月 2023亦庄高科技高成长20强 及明日之星概览 2 20强上榜企业概览 一级行业分布 二级行业分布 • 集中于机器人和智能制造产业、生物技术和大健康等一级 行业 • 机器人和智能制造产业以智能制造、航空航天等为代表, 共有7家入选 • 生物技术和大健康行业以生物制品与技术、高端医疗设备 及数字化诊疗技术为代表,共有7家入选 3 生物技术和大健康 7 3 7 机器人和智能制造产业 新一代信息技术 高端汽车和新能源智能汽车 • 集中于智能制造、高端医疗设备及数字化诊疗技 术等二级行业 • 智能制造行业最多,共有5家入选 智能制造 5 4 生物制品与技术 3 车载及出行 2 2 物联网硬件 车联网 1 1 1 1 航空航天 其他高端装备 大数据 高端医疗设备及数字化… 3 亦庄明日之星上榜企业概览 一级行业分布 二级行业分布 • 未来健康行业以高端医疗设备及数字化诊疗技术、生物制品 与技术等为代表,位居第一; • 随着芯片领域竞争愈加激烈,未来材料行业发展迅速。 1未来健康 1 2 6 2 未来材料 未来空间 未来制造 未来能源 高 ...

Deloitte. 德勤 d 2024全球生命科学行业展望 变中求进 韧而有为 目录 2 前言 3 价值创造:借助并购、建立合作伙伴关系、达成协作、寻找新的资本 来源和调整投资组合等策略实现价值创造 5 17 30 47 59 74 89 尾注 90 探索生成式AI和新兴技术的价值 全球药品定价压力上升,影响研发创新积极性 加速实现研发活动价值 开放趋势的变化:全球化与本地化及其对跨国企业的影响 通过个性化体验和共同决策改善患者疗效 联系人 3 前言 随着曾席卷全球的新冠疫情成为过去,当下生命科学公司纷纷 着眼于探究宏观和微观经济的主要驱动因素,以指导其未来发 展。尽管具有全球广泛影响的趋势不胜枚举,但在2024年,生 命科学公司更为关注颠覆性趋势,包括定价压力上行、美国监 管变化、生成式人工智能(GenAI)的加速应用和影响、地缘政 治环境,以及一如既往的突破性科学和成果。各大公司正探索 生成式AI的发展能够如何影响其运营,并明确优先事项以及如 何产生差异化价值。生命科学公司正致力探究先进技术的潜力 并积极开展相关合作,以改善患者疗效并优化研发决策。 围绕AI和生成式AI达成的合作也带来了加速实现研发活动价 ...

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与往年一样 ， 我们的调查发现 ， 有少数女性同意以下三种说法 ： 为性别平等领导人工作的女性报告说 ， 她们对雇主的忠诚度更高 ， 生产力更高 ， 工作积极性更高。她们感到更安全 ， 更 乐于谈论自己在工作中的心理健康 ， 并且更乐于灵活地工作而不会损害自己的职业。 妇女 @ 工作2024 1 2 3 4 5 6 7 8 9 42 | --- | --- | --- | --- | --- | --- | |-----------------------|-------------------|-----------------|-------------------------------------------------------------------------------|---------------|-------------------------| | | 忠诚于我的雇 \n主 | 说好 \n工作效率 | 你会如何评价你今天生活中的以下每个方面 \n非常好的百分比 \n身体健康 / 福祉 | ？ \n工作动机 | 在工作中感受到归属 \n感 | | 性 别 平 等领导人 | 76% | ...

Deloitte. Women @ Work 2024 A Global Outlook A Letter from Emma Codd and Elizabeth Faber Since the inaugural report in 2021, Deloitte's annual Women @ Work: A Global Outlook has highlighted some of the most pressing challenges impacting women's experiences in the workplace, and their careers. The 2021 and 2022 findings largely reflected the impact of the COVID-19 pandemic on the lives of working women-and the move to hybrid working for many- s well as experiences of exclusion, non-inclusive behaviors, and b ...

Investment Rating - The report does not explicitly provide an investment rating for the industry. Core Insights - The report highlights a cautious optimism among Gen Z and Millennials regarding economic and personal financial conditions, with 32% of Gen Z and 31% of Millennials believing their country's economy will improve in the coming year, marking the highest level of optimism since pre-pandemic surveys [4][12]. - Concerns about the cost of living, unemployment, climate change, mental health, and personal safety remain significant for these generations, with 30% of Gen Z and 32% of Millennials feeling economically insecure [4][12]. - The report emphasizes the importance of purpose-driven work for job satisfaction, with 86% of Gen Z and 89% of Millennials stating that having a sense of purpose is crucial for their workplace happiness [5][17]. - Environmental sustainability is a top concern, with 62% of Gen Z and 59% of Millennials expressing anxiety about climate change, and many are willing to change jobs to align with their environmental values [6][24]. - There is a growing recognition of generative AI's potential impact on careers, with many expressing excitement but also concerns about job displacement due to automation [7][39]. Summary by Sections Social and Economic Outlook - Nearly one-third of Gen Z (32%) and Millennials (31%) expect economic improvement in their countries over the next year, reflecting a rise in optimism [4][12]. - Concerns about living costs are paramount, with 34% of Gen Z and 40% of Millennials prioritizing this issue [13][12]. Sense of Purpose - A significant majority (86% of Gen Z and 89% of Millennials) believe that a sense of purpose is essential for job satisfaction [5][17]. - Many are willing to reject job offers that do not align with their values, with 50% of Gen Z and 43% of Millennials having done so [18][20]. Environmental Sustainability - Environmental concerns are critical, with 62% of Gen Z and 59% of Millennials feeling anxious about climate change [6][24]. - Approximately 20% of both generations have changed jobs due to environmental issues, and many are willing to pay more for sustainable products [25][29]. Generative AI and Work - There is uncertainty regarding generative AI's impact on careers, with 59% of both generations fearing job losses due to automation [39][41]. - Many are seeking training in generative AI, with 38% of Gen Z and 36% of Millennials planning to participate in training within the next year [42][41]. Work Patterns - Work-life balance remains a top priority, with 64% of Gen Z and 66% of Millennials currently working in organizations that have implemented return-to-office policies [49][51]. - There is a notable trend towards non-traditional employment models, with many seeking part-time or gig work for flexibility [51][49]. Mental Health - Approximately 40% of Gen Z and 35% of Millennials report feeling stressed most of the time, with financial concerns being a primary source of stress [53][55]. - While there are signs of improvement in mental health awareness in workplaces, there is still a need for better support systems [57][59].

旅行展望 2024 2024 旅行展望 执行摘要 在连续两年多的同比增长之后 ， 休闲旅行可能已经利用了其在大流行 高峰时期被压抑的所有需求。美国旅行需求是否应调整 ？ 我们的 2024 年行业展望探索了旅行需求强劲的信号。 随着 “复仇旅行 ” 现象的消退 ， 一个以旅行为优先的新时代可能正在出现。消费者对旅行表现出持续的兴趣 ， 对 许多人来说 ， 这种兴趣可能正在从对重新定义的优先事项的反动冲动。 消费者高度重视度假和探险的一个关键信号是 ， 旅行已经举办了即使在高度财务焦虑的时候 ， 美国钱包的份额也是一 致的。目的地活动 ， 对更多样化目的地的兴趣日益增长 ， 以及婴儿潮一代的回归in greater numbers add to positive indicators for travel. And workplace flexibility appears posted to进一步的浮标需求。 尽管前景乐观，但经济衰退可能会导致更保守的旅行行为，尤其是在低收入群体中。旅行频率和某些放纵可能会 下降。同时，如果高收入群体相对不受经济逆风的影响，那么高端旅行产品可能会比预算更好。在企业方面，来 年的 ...

Industry Investment Rating - The report does not explicitly provide an investment rating for the travel industry [1][2][3] Core Viewpoints - The travel industry is entering 2024 with strong performance, driven by sustained consumer interest and workplace flexibility [3][5] - "Revenge travel" has been a major driver of demand over the past two years, but its influence is waning, with only 11% of travelers citing it as a reason for travel in 2023 [5][7] - Travel spending intentions have shown greater resilience compared to other spending categories, with a significant portion of consumers indicating that travel has become more important post-pandemic [7][9] - Economic challenges may lead to more conservative travel behavior, particularly among lower-income groups, while high-income groups may continue to favor premium travel products [3][12] - The industry is expected to see fluctuating demand for different products and amenities, with companies leveraging technology to offer personalized and flexible options likely to thrive [3][13] Leisure Travel Demand - Leisure travel demand has rebounded from historic lows, with TSA-reported passenger throughput up 12.5% year-over-year from January to November 2023 [5] - Travelers are increasingly prioritizing value and redefining their priorities, with a shift towards exploring diverse destinations and new experiences [7][10] - Remote work flexibility is enabling more extended and frequent travel, with 34% of travelers planning to work during their longest vacation in 2023, up from 19% in 2022 [11][17] - Baby boomers are returning to travel in greater numbers, with 30% of those who cut holiday travel budgets in 2023 saving for future trips [7][12] Supplier Efforts to Enhance Travel Experience - Travel providers are focusing on improving the end-to-end journey through automation, targeted amenities, and investments in frontline teams [15] - Partnerships with sports teams, event venues, and food and beverage brands are expected to increase, offering exclusive access and discounts [15] - The industry is exploring the use of generative AI (Gen AI) to enhance operational efficiency and personalize marketing efforts [20][21] Corporate Travel Recovery - Corporate travel spending is expected to reach 80% of 2019 levels by the end of 2023 and 95% by the second half of 2024 [16] - Cost management remains a key concern for business leaders, with 86% of corporate travel managers citing airfare prices as a significant factor influencing travel decisions [16] Marketing and Technology Trends - Marketing spend in the travel industry is trending upward, with a focus on targeted strategies and the use of analytics and AI to optimize spending [19] - Gen AI is already impacting the industry, with applications in call center efficiency, marketing content, and personalized travel planning [20][21]

年美国零售业展望 ： 在所 2024 有合适的地方寻找忠诚度 通过体验、个性化和信任重新点燃有利可图的忠诚度 2024 年美国零售业前景| 在所有合适的地方寻找忠诚 Contents 机遇 2 ： 增强全方位体验 通过店内投资 7 机会 3 ： 推动个人参与 具有可信赖的 ...