谷歌、华为等巨头纷纷出席，世界人工智能大会本周启幕

Group 1 - The 2025 World Artificial Intelligence Conference (WAIC) will be held from July 26 to 28, 2025, in Shanghai, with the theme "Cooperation in the Intelligent Era" [1] - The conference is expected to attract over 800 companies and showcase more than 3,000 cutting-edge exhibits, including over 40 large models, 50 AI terminal products, 60 intelligent robots, and over 100 global debuts or China premieres [1] - Major companies such as Amazon, Google, Tencent, Huawei, Ant Group, and others are expected to attend and showcase top AI products [1] Group 2 - Huaxi Securities anticipates that the WAIC will lead to new industrial technological innovations, strengthening the logic of AI application industry implementation [1] - The current AI sector is experiencing a concentrated release window for industrial catalysts, with the Ministry of Industry and Information Technology planning to introduce multiple digital transformation schemes [1] - Kimi has released the K2 foundational model, showing significant improvements in performance, cost optimization, and agent tool utilization, while OpenAI has launched the ChatGPT agent system [1][2] Group 3 - Minsheng Securities notes that the presence of over 60 intelligent robots at the WAIC is expected to act as a strong catalyst for the robotics sector [3] - The report highlights potential changes in hardware segments, including dexterous hand transmission solutions, tactile sensor configurations, and lightweight material selections [3] - Several listed companies are featured in the WAIC 2025 exhibition, including Runhe Software, Keda Technology, Zhongke Shuguang, Hanwang Technology, iFLYTEK, Kingsoft, ZTE, and others [3]