【大涨解读】人工智能大模型：AI大模型迎来密集催化，世界人工智能大会即将召开，GPT-5还刚刚确定发布时间

Market Overview - On July 25, the artificial intelligence large model sector showed localized strength, with Hanwang Technology, Zhizhen Technology, and Insai Group hitting the daily limit, while CloudWalk Technology rose over 11% [1] Events - The 2025 World Artificial Intelligence Conference and the High-Level Meeting on Global Governance of Artificial Intelligence will be held on July 26, 2025, at the Expo Center, with Premier Li Qiang set to attend and deliver a speech [2] - OpenAI is reportedly preparing to launch its flagship model GPT-5 in August, along with mini and nano versions, aiming to create a more powerful system that integrates various technologies and ultimately achieve Artificial General Intelligence (AGI) [3] Institutional Insights - The World Artificial Intelligence Conference (WAIC) has become a significant driving force in the global AI ecosystem since its inception in 2018, with the theme for this year emphasizing global AI cooperation and advocating for technology inclusivity [4] - GPT-5 is expected to be a fully multimodal model supporting various input types, which will significantly increase computational demands and drive hardware construction needs [4] - Domestic models such as Doubao Seed 1.6, Alibaba Tongyi Qianwen, and KimiK2 are flourishing, showcasing the efficiency of domestic models, indicating that Chinese large model companies are not lagging behind in terms of technological essence and talent reserves [4]