中信建投表示，DeepSeek模型更新至V3.1版，新增支持FP8精度和国产芯片。此举有望推动国产算力生 态加速落地。腾讯业绩会上透露，公司推理芯片供应渠道多元化，国际供应链波动下，国产推理算力芯 片或成助力。华为昇腾芯片近期在政府、金融等行业的应用逐步扩大，进一步体现国产芯片的市场竞争 力正在提升。 市场昨日震荡调整，三大指数涨跌不一。沪深两市全天成交额2.42万亿，较上个交易日放量158亿，成 交额连续7个交易日超2万亿。板块方面，油气、数字货币、美容护理、银行等板块涨幅居前，稀土永 磁、PEEK材料、液冷服务器、CPO等板块跌幅居前。截至昨日收盘，沪指涨0.13%，深成指跌0.06%， 创业板指跌0.47%。 在今天的券商晨会上，中信建投指出，DeepSeek-V3.1发布，国产算力板块迎催化；国金证券认为，AI 服务器出货量带动电子氟化液需求快速提升；银河证券表示，商业航天产业规模预计将持续高增。 中信建投：DeepSeek-V3.1发布，国产算力板块迎催化 银河证券指出，当前广东、上海、北京等地已经出现集群化效应，可回收火箭、低成本卫星以及星间链 路等关键技术也在逐步的取得突破。根据蓝箭航天预测，预 ...

人民财讯8月22日电，中信建投研报认为，国产算力板块迎来密集催化。腾讯业绩会表示推理芯片的供 应渠道侧具备多种选择，国际供应链波动背景下国产推理算力芯片有望提供助力。DeepSeek更新模 型，DeepSeek V3.1发布，明确支持FP8精度与将发布的下一代国产芯片，头部国产开源模型对国产芯片 的支持有望推动国产算力生态加速落地。华为昇腾芯片近期陆续参与到政府、金融、运营商等行业客户 招投标产品中，印证国产芯片竞争力持续提升。 ...

"猛士M817的推出，是基于用户需求与技术积累的渐进式进化。"东风汽车副总经理尤峥对中国证券报 记者表示，"M817是基于当前市场需求开发的智能越野车，其技术方案经过多轮验证。我们关注的是如 何让技术真正服务于用户需求，而不仅仅是追求概念上的突破。" 在此背景下，日前，猛士科技携第二款车型M817猛攻主流市场，其以31.99万元的起售价发布后，在一 小时内预售订单量破万。这款搭载华为乾崑智驾ADS 4.0和鸿蒙座舱5.0的智能越野新车，映衬出东风汽 车集团有限公司（以下简称：东风汽车）转型升级的雄心。 近年来，国内高端越野新能源车市场持续爆发。机构数据显示，2025年上半年，国内越野SUV市场整体 销量同比上涨38.2%至45.8万辆，新能源车细分领域更是同比大涨112.5%，渗透率突破46.5%。头部品牌 如长城坦克、比亚迪仰望和猛士科技的强劲增长，充分验证了当前越野SUV市场已成为汽车行业增长的 核心引擎之一。 猛士科技总经理曹东杰以技术视角诠释道："我们在行业内首次实现了前后解耦，开发了一套榫卯架 构，能够做到前后驱动同步，这就是我们的智能E锁。这种创新将机械越野的能力升维为电子控制的精 准，解决了传统 ...

Core Viewpoint - Shenzhen has emerged as a leader in modern agriculture, with 20 companies listed in the "2024 China Agricultural Enterprises Top 500," showcasing its strength in agricultural innovation and technology-driven platforms [1][2]. Group 1: Agricultural Enterprises in Shenzhen - Shenzhen ranks first among major cities in China with 20 companies on the "2024 China Agricultural Enterprises Top 500" list, with a total of 226 agricultural leading enterprises in the city [1]. - The city hosts 14 national-level and 133 provincial-level agricultural leading enterprises, indicating a robust agricultural sector [1]. - Notable companies include Deep Agriculture Group, which operates 35 offline agricultural wholesale markets with an annual transaction volume of 2.5 trillion yuan and 36 million tons [1]. Group 2: Technological Innovation in Agriculture - Shenzhen is recognized for its technological innovation, which is crucial for enhancing agricultural productivity and transitioning from a large agricultural nation to a strong agricultural nation [2]. - The city has established national agricultural technology parks and various innovation platforms, including 9 academic workstations and a national gene bank [2]. - Companies like Tencent and DJI are advancing digital agriculture, with DJI operating over 300,000 agricultural drones globally [2]. Group 3: Comparison with Developed Countries - Developed countries typically utilize a "farm-to-table" model that integrates various agricultural processes, ensuring global competitiveness through high R&D investment in biotechnology and sustainable practices [3]. - These countries maintain control over critical agricultural production and logistics, highlighting the need for similar strategies in China [3]. Group 4: Challenges and Opportunities in China's Agriculture - China's agricultural modernization is still lagging, with issues such as "data silos" hindering the flow of information between production and demand [4]. - There is a need for increased investment in agricultural technology and the integration of e-commerce platforms to enhance supply chain efficiency [4]. - Shenzhen's strengths in information technology and innovation can address these challenges, creating opportunities for increased agricultural efficiency and modernization [4].

Core Viewpoint - The exploration of Artificial General Intelligence (AGI) is increasingly focusing on embodied intelligence, which emphasizes the interaction and adaptation of intelligent agents within physical environments, enabling them to perceive, understand tasks, execute actions, and learn from feedback [1]. Industry Analysis - In the past two years, numerous star teams in the field of embodied intelligence have emerged, establishing valuable companies such as Xinghaitu, Galaxy General, and Zhujidongli, which are advancing the technology of embodied intelligence [3]. - Major domestic companies like Huawei, JD, Tencent, Ant Group, and Xiaomi are actively investing and collaborating to build a robust ecosystem for embodied intelligence, while international firms like Tesla and investment institutions are supporting companies like Wayve and Apptronik in the development of autonomous driving and warehouse robots [5]. Technological Evolution - The development of embodied intelligence has progressed through several stages: - The first stage focused on grasp pose detection, which struggled with complex tasks due to a lack of context modeling [6]. - The second stage involved behavior cloning, allowing robots to learn from expert demonstrations but revealing weaknesses in generalization and performance in multi-target scenarios [6]. - The third stage introduced Diffusion Policy methods, enhancing stability and generalization by modeling action sequences, followed by the Vision-Language-Action (VLA) model phase, which integrates visual perception, language understanding, and action generation [7][8]. - The fourth stage, starting in 2025, aims to integrate VLA models with reinforcement learning, world models, and tactile sensing to overcome current limitations [8]. Product and Market Development - The evolution of embodied intelligence technologies has led to the emergence of various products, including humanoid robots, robotic arms, and quadrupedal robots, serving industries such as manufacturing, home services, dining, and medical rehabilitation [9]. - The demand for engineering and system capabilities is increasing as the industry shifts from research to deployment, necessitating higher engineering skills for training and simulating strategies on platforms like Mujoco, IsaacGym, and Pybullet [23]. Educational Initiatives - A comprehensive curriculum has been developed to cover the entire technology route of embodied "brain + cerebellum," including practical applications and real-world projects, aimed at both beginners and advanced learners [10][20].

Core Viewpoint - The article emphasizes the entrepreneurial journey of Nvidia, highlighting its struggles and strategic decisions that led to its current dominance in the AI sector, rather than just focusing on its technological advancements. Group 1: Nvidia's Early Struggles - Nvidia was founded in 1993 by Jensen Huang and two chip designers, initially aiming to create a competitive graphics chip [3] - The first product, NV1, faced poor sales due to high costs and incompatibility with industry standards, leading to a near bankruptcy situation [6][10] - A critical turning point occurred when Huang acknowledged the company's mistakes and sought help from Sega, which allowed Nvidia to survive financially [7][8] Group 2: Technological Breakthroughs - In 1999, Nvidia launched the GeForce 256, marking the beginning of the GPU era and revolutionizing graphics processing [12][15] - The introduction of the GPU shifted graphics processing tasks from the CPU, enhancing overall system performance and enabling advancements in gaming and graphics technology [14][16] Group 3: Transition to AI Dominance - From 2004 to 2007, Nvidia experienced steady revenue growth, but Huang envisioned a broader application for GPUs beyond graphics [18][19] - The collaboration with Intel in 2006 led to the development of CUDA, allowing GPUs to handle general computing tasks, which was pivotal for Nvidia's transformation into an AI powerhouse [23][25] Group 4: Strategic Management Principles - Huang's management philosophy includes a flat organizational structure that promotes transparency and independent action among employees [45][48] - The company operates under the belief that the mission itself is the ultimate boss, encouraging decisions that prioritize customer interests over internal politics [59][62] - Nvidia employs unique management methods, such as the "Five Key Items Email" and "Whiteboard Meetings," to foster open communication and problem-solving [65][70][78] Group 5: Lessons from Nvidia's Journey - Nvidia's journey illustrates the importance of recognizing mistakes and adapting strategies to overcome challenges [8][40] - The company's success is attributed to Huang's strategic focus and willingness to make difficult decisions, such as withdrawing from less profitable markets to concentrate on high-performance computing [42][44] - The article concludes that while Nvidia's technological achievements may be unique, its strategic insights and management practices can serve as valuable lessons for other businesses [84]

四大证券报内容精华摘要如下： 中国证券报 ·长线资金"上榜" 大手笔布局超百只A股 近日，随着上市公司2025年半年报陆续披露，社保基金、基本养老保险基金等长线资金的部分持仓情况 浮出水面。统计截至8月21日披露的上市公司半年报数据发现，二季度末已有40余只社保基金组合、20 余只基本养老保险基金组合进入上市公司前十大流通股东行列，覆盖上市公司约160家。南微医学、凯 立新材、苏试试验获得多只社保基金组合的青睐。3只个股前十大流通股东均有3只社保基金组合的身 影。春风动力、蓝晓科技受到养老金机构的追捧。 ·亚宠展上的科技革命："智能化"之笔点睛"它经济" 在上海新国际博览中心的E1展馆内，优克联展台的演示屏幕上，一只柯基犬在做出高频习惯动作后， 随即触发项圈上的智能设备，与异地出差的宠物主开始了远程语音"通话"。这不是科幻电影场景，而是 第27届亚洲宠物展览会上的真实一幕。8月21日上午9时，记者在展馆外看到，观众已排起长龙。2600多 家展商、31万平方米展览面积、预计超过51万的参观人次……这些数字背后，是一个正在高速发展 的"它经济"市场，而智能化是支撑其高质量扩容的重要引擎。 ·"创新+国际化"步伐加 ...

前阵子托尼参加了某个国外手机厂商在北京的线下活动，就是那个在手机的背壳设计和拓展配件上玩出花的品牌 Nothing。 我个人很喜欢这家手机厂商，但可惜他们的手机产品一直没有国行版本。。。 显然现场有人抱着和我一样的想法，因为那个人直接问了 Nothing 一个 "后面会不会推出国行版本" 的问题。 Nothing 方面的回答也很有意思，"国内厂商销售手机的利润构成里，互联网服务占了很大一部分， Nothing 目前没有什么互联网服务，而且因为 Nothing 暂时不打算调整业务模型，所以短期内不会考虑正式在大陆销售手机"。 Nothing 京东自营店仅有耳机产品在售 这话是不是听起来有点懵？听不懂没关系，托尼给大家中译中一下 —— 现在国内手机厂商的价格太卷，卖手机本身不赚钱。要想活下去必须得想其他办法，比如往手机里预装 App、在系统里面搞广告植入、探索可以收费的 会员服务。 确实国内的手机价格便宜，只卖苹果三星一半、甚至三分之一价格的同时，眼瞅着手机的电池容量就奔着 8000mAh 去了，像什么百瓦快充、护眼屏和潜 望长焦也早都普及，卷成这样必然就赚不到什么钱。。。 但是咱们也都明白一个道理，羊毛出在羊身 ...

Group 1 - Southern Power Grid collaborates with Huawei to create the first self-innovated large model "Dawatt" in the power industry, enabling large-scale applications of AI in various scenarios such as grid section control, intelligent inspection of transmission lines, intelligent customer service, and AI4S current simulation [1] - The integration of AI in the power sector is seen as a key variable in reshaping the energy landscape, with AI technologies injecting new momentum into the construction of new power systems [2] - Huawei's AI-driven intelligent scientific computing system, exemplified by the "Yudian" intelligent simulation model, has achieved a significant breakthrough in the power industry's intelligent scientific computing, ensuring the safe and stable operation of large power grids [2][3] Group 2 - Huawei's innovative practices in smart distribution networks have led to the automatic detection of distribution network faults and improved management efficiency, showcasing its leading advantages in AI technology [3] - The joint solution for short-term power forecasting using AI models has achieved a prediction accuracy of 97.24% for 15 minutes and 91.72% for 4 hours, significantly reducing operational costs for wind and solar power plants [3] - The ISDP platform developed by Huawei enhances on-site operational efficiency by integrating digitalization and safety standards into the workflow, widely applied in Guangxi's power enterprises [4] Group 3 - By the end of 2024, Guangxi's installed capacity of renewable energy is expected to reach 42.01 million kilowatts, accounting for 43.9% of the total installed capacity in the region, marking it as the largest power source in Guangxi [5] - Huawei emphasizes the importance of communication networks in achieving high-quality data integration with AI, proposing a dual-plane communication architecture to meet the core demands of power grid management [5][6] - The introduction of next-generation intelligent data communication networks based on "IPv6+" aims to enhance operational safety and efficiency through advanced technologies [6][7] Group 4 - Huawei's low-voltage communication solutions aim to achieve transparency in 400V systems, addressing the challenges posed by distributed renewable energy and electric vehicles [7] - Continuous investment in R&D for 400V transparency innovations is being pursued by Huawei in Guangxi, supporting the construction of a new power system communication target network [7][8] - Talent cultivation is identified as a critical factor for the successful digital transformation of the power industry, with Huawei providing training across various talent categories [8][9] Group 5 - The construction of new power systems presents new requirements for digitalization, with Huawei committed to building a safe, flexible, and efficient new energy system in Guangxi [10]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 | 1 自动驾驶之心原创直播课程 | (5) 自动驾驶数据工程系列视频教程 | | --- | --- | | | 主要涉及自动标注、4D标注、数据处理、数据闭环等 | | (0) 综述汇总 | 学习链接： https://t.zsxq.com/0eXetSHAM | | 自动驾驶的里程碑调研PPT:https://t.zsxq.com/10LdsK3aw | | | 自动驾驶的里程碑调研视频：https://t.zsxq.com/10PkSHh9w | (6) 2D/3D目标跟踪系列视频教程 | | | 主要涉及2D/3D目标跟踪,多传感器融合等! | | (1) 感知融合系列视频教程 | 学习链接：https://t.zsxg.com/0eCgihNZR | | 主要涉及2D/3D检测、语义分割、点云分割、多模态、多传感器 | | | 学习链接： https://t.zsxq.com/0etfc3qsy | | | | (7) 自动驾驶仿真系列视频教程 | | (2) 多传感器标定系列视频教程 | 主要涉 ...