■ H20在中国AI公司中非常受欢迎，尤其是与英伟达的CUDA软件堆栈的兼容性使其成为中国市场的 首选硬件。 ■ DeepSeek的CEO梁文锋表示，尽管团队在加紧工作，但尚未对性能感到满意，且在模型获得批准 部署前，仍会进行内部调整和优化。 ■ 美国的出口限制凸显了中国顶尖AI公司对美国硬件的依赖，虽然DeepSeek声称其资源投入远小于 OpenAI等美国公司，但这一依赖关系依然是一个关键弱点。 ■ OpenAI私下指责DeepSeek在R1的开发过程中使用了其专有技术，但DeepSeek尚未公开回应这些 指控。 4、 《 黄金 行业新规倒逼中小企业转型升级 》 摘 要 ■ 近日，工业和信息化部等九部门发布了《黄金产业高质量发展实施方案（2025—2027年）》的通 知，明确提出推动我国黄金产业高质量发展的具体任务与目标，标志着黄金产业进入了新的发展阶 段。 ■ 加强黄金储备有助于国家经济稳定，尤其在全球经济不确定性加剧的背景下，黄金可以有效对冲货 币贬值风险，并增强国家金融安全。 ■ 中小企业面临环保标准和技术门槛的提高，将加速行业整合，规模小、技术薄弱和环保不达标的企 业可能面临淘汰风险。 ■ 虽然短 ...

Group 1 - Cai Lan passed away on June 25, 2023, in Hong Kong, with no ceremonies held as per his wishes [2] - Cai Lan was a co-founder and spiritual leader of the "Cai Lan Pho" and "Cai Lan Dim Sum" brands, emphasizing the importance of quality in food preparation [2] - Cai Lan's philosophy included the belief in spending time on beautiful things, setting a standard for lifestyle aesthetics in business [2] Group 2 - The 2025 New Wealth 500 list was released, with ByteDance founder Zhang Yiming topping the list with a valuation of 481.57 billion yuan [4] - The wealth of Nongfu Spring founder Zhong Shanshan decreased by nearly 100 billion yuan, placing him second with a valuation of 360 billion yuan [4] - Tencent's Ma Huateng ranked third nationally with a valuation of 306.7 billion yuan, reflecting a significant increase of 45% from the previous year [4][5] Group 3 - Vipshop's Vice President Feng Jialu is under investigation for personal economic issues, with the company maintaining normal business operations [6] - The company has a zero-tolerance policy towards corruption, and Feng has been with Vipshop since 2013 [6] Group 4 - Dong Fang is set to be appointed as the president of Zhuhai Wealth Management, with prior experience as the deputy general manager of the company [6] - Zhuhai Wealth Management currently manages 2.47 trillion yuan in products, leading among 31 bank wealth management subsidiaries [6]

Group 1 - DeepSeek has not confirmed the release date for its R2 model due to dissatisfaction with its performance from Liang Wenfeng [1] - The R2 model was initially planned for release in May, aimed at enhancing programming capabilities and enabling multilingual reasoning [1] - Engineers have been optimizing the R2 model while awaiting approval from Liang Wenfeng for its release [1] Group 2 - The shortage of NVIDIA server chips in China, caused by U.S. export controls, will hinder the rapid deployment of the R2 model even if it is released [1] - The demand for DeepSeek R2 could overwhelm Chinese cloud service providers, as running AI models requires advanced NVIDIA chips [1] - DeepSeek has engaged with several Chinese cloud companies to provide technical specifications for hosting and distributing the R2 model [1] Group 3 - Most cloud customers currently using the R1 model operate it on NVIDIA H20 chips [2] - New U.S. export controls implemented in April have prohibited NVIDIA from selling H20 chips to the Chinese market, which was previously the only AI processor that could be legally exported [2]

近日，未可知人工智能研究院院长杜雨博士受邀前往浙江省省级机关党校，为浙江省某省级机 关的领导干部们带来了一场精彩纷呈的人工智能主题培训课程， 深入剖析了当代人工智能的发 展趋势及其在日常工作中的广泛应用，助力领导干部们紧跟时代步伐，拥抱智能科技，注入新 活力。 培训中，杜雨博士详细介绍了全球人工智能产业的发展态势，指出生成式 AI 正在重塑全球经 济结构和社会发展模式，并展示了其在文本、音频、图像和视频生成等领域的强大生产力。他 还着重分析了生成式 AI 在资讯、影视、电商、教育、金融和医疗等行业的具体应用，以及中 国 AI 产业在发展过程中面临的挑战和机遇。 特别值得一提的是，杜雨博士分享了深度求索（ DeepSeek）人工智能公司的崛起历程。作为 国产 AI 大模型的代表， DeepSeek 以其全栈开源、高性价比的特点，成功构建了性能卓越的 国产 AI 模型 ，其训练成本显著低于国际同行，展现出强大的市场竞争力。DeepSeek 的快速 崛起不仅重构了 AI 产业格局，还推动了企业服务智能化变革。 合作联系微信：duyuaigc 合作伙伴 | ]]1 字节剧坛 | a新浪财经 信息不对新 | | | | ...

采访 | 霍太稳 编辑 | Tina 过去一年，全球科技巨头都把宝押在了 AI 上。像 Meta、微软、亚马逊、谷歌 这些大公司，今年光是在 AI 基础设施上就打算砸 3,250 亿美元，秉持"先 烧钱、后吃肉"的战略，推动大模型技术快速发展。在这一波浪潮中，DeepSeek 等企业在大模型上的创新，更是把各路玩家卷得不行，甚至逼得 OpenAI 都打起了价格战。 面对全球激烈的竞争态势，中国企业不仅没有被拉开差距，反而在多个 AI 领域实现了反超，尤其是一批敢于投入并抢先布局的企业正迅速崛起。以昆仑 万维为例，他们始终紧抓行业风口，业务已覆盖全球 100 多个国家和地区。从早期的音乐社交平台 StarMaker，到成功收购全球互联网巨头 Opera，再 到现象级 AI 音乐产品 Mureka，昆仑万维的布局广泛且有前瞻性。 到了 2025 年第一季度，昆仑万维的总营收达到了 17.6 亿元，同比猛增了 46%，其中 94% 的收入都来自海外。旗下 AI 音乐业务年化流水约 1,200 万 美元，单月流水突破 100 万美元。另外，短剧平台 Dramawave 的 ARR 更是高达 1.2 亿美元。昆仑万维的 ...

AI类App流量丨 分析报告 核心摘要： 本报告通过海量用户行为数据与深度分析，揭示 AI应用流量增长逻辑、用户留存策略及技术竞争壁垒，为企 业制定技术研发、用户运营及市场拓展策略提供实证依据，适合AI科技公司、互联网平台、投资机构及行业 研究者参考。艾瑞咨询以专业视角助力客户把握市场脉搏，抢占技术与用户双轮驱动的增长先机。 技术尚未收敛 DeepSeek的爆发，证明技术能力依旧是AI领域的核心竞争力 DeepSeek的月用户设备数从1月的1885.9万台激增至3月超过1亿，豆包从4819.1万台升至7409.4万 台。这种短时间内市场份额的快速更迭，深刻反映出人工智能行业技术尚未收敛的特性。当某一产 品实现技术能力跃升时，便能迅速吸引用户关注与使用，从而快速抢占市场。这表明每一次技术层 面的提升都可能成为市场格局重新划分的关键契机，企业技术能力的进步能够直接转化为用户规模 的扩张，凸显了技术跃升对市场抢占的关键作用。 在看不到技术天花板的情况下，亦无法断言没有其他技术突破的路径 从使用次数上也可以看到前文所述的趋势。DeepSeek月总使用次数从1月的3亿次跃升至3月的22.8 亿次，涨幅惊人；豆包从18. ...

Group 1 - German data protection commissioner has requested Apple and Google to remove the DeepSeek app from their app stores due to concerns over data protection [1] - The commissioner claims that DeepSeek illegally transmits user personal data to China, and Apple and Google need to review this request [1] - Google has acknowledged the notification and is currently assessing it, while Apple has not yet responded [1] Group 2 - Italy has already banned DeepSeek from its app store, while the Netherlands has prohibited its use on government devices [2] - Belgium has advised government officials against using DeepSeek, with ongoing evaluations to determine appropriate responses [2] - China's Ministry of Foreign Affairs has emphasized its commitment to data privacy and security, denying any illegal data collection requests from the government [2]

这家公司做了什么？目前几乎一无所知。 成立不到半年，没有产品，也没有披露具体技 术方向，却缔造了史上最大种子轮融资。 AI融资到底有多疯狂？ 投资界获悉，AI初创公司Th i n k i ng Ma c h i n e s La b完成2 0亿美元种子轮融资，估值为10 0 亿美元（约合人民币7 17亿元），由a 1 6 z领投。 估值700亿。 作者 I 王露 报道 I 投资界PEdaily 投资即投人。由此望去，AI竞赛全面进入"抢人"时代。 她带队 " 我 们 是 最 广 泛 使 用 的 AI 产 品 背 后 的 科 学 家 、 工 程 师 和 构 建 者 。 "Th i n ki n g Ma c h i ne s La b官网极其简洁，自称是一家人工智能研究和产品公司，旨在使人工智能系统得到更广 泛地理解、可定制化，并具备通用能力。 真正吸引投资人蜂拥而至的，是创始人"Ch a tGPT之母"米拉·穆拉蒂和她召集的一支豪华 团队——来自Ope nAI的核心班底， 其中就包括国内熟识来自西安的女学霸、北大校友翁 荔。 缔造史上最大种子轮 先来看这笔最新融资。 据 《 金 融 时 报 》 披 露 ， T ...

Core Insights - The article highlights the transformation of China's manufacturing industry from a "world factory" to a "manufacturing powerhouse" over the past decade, emphasizing the shift from "made in China" to "created in China" [1][3] - The success of the Chinese printer manufacturer, Pantum, is presented as a case study of overcoming global technological barriers and achieving significant advancements in the printing industry [3][12] Industry Overview - The printer industry is characterized as a "high-tech intensive" sector with significant technological barriers, involving over 200,000 patents across various advanced disciplines [4][6] - Prior to 2018, domestic laser printer manufacturers held only about 5% of the global market share, indicating a long-standing technological gap [4] Company Development - Pantum began its research and development in 2007, facing challenges such as a lack of technology and international patent restrictions, with over 90% of core patents held by companies from the US and Japan [6][10] - The company successfully launched China's first A4 laser printer with independent core technology in 2010, positioning China among the top three countries with such capabilities [6][10] - By 2024, Pantum is set to release China's first fully independent A3 laser copier, completing the country's high-end printing technology landscape [6][10] Technological Innovations - Pantum has invested billions in R&D and built a team of over 2,000 researchers, achieving breakthroughs in core components such as the printer engine and SoC main control chip [6][10] - The company established a comprehensive quality control system that exceeds national and EU standards, ensuring high-quality production from material development to final product testing [7] Product Achievements - At the Summer Davos Forum, Pantum set a world record with its printer capable of continuous printing of 400,000 pages and a paper jam rate of less than 0.02‰, showcasing the company's technological advancements [3][9] - The new "Kangda" series products integrate four core capabilities: durability, intelligence, energy efficiency, and ecological adaptability, redefining reliability and smart standards in the printing industry [9][12] Market Impact - Pantum's innovations have led to the establishment of 12 national standards for laser printers, reshaping market dynamics and positioning the company as a leader in setting industry benchmarks [12] - The company's products are now available in over 110 countries, maintaining a leading growth rate in the global industry for eight consecutive years, with over 20 million units sold [12]

在被视为未来经济主导领域的人工智能方面，中国已取得多项成功。过去十年间，全球70%的生成式人 工智能相关专利来自中国，据报道全球47%的顶尖人工智能人才源自中国。 在韩国，我们有许多研究美国和日本的专家，但深入研究中国的却少得多——考虑到中国对韩国未来的 重要性，这一现象令人惊讶。当然，理解任何国家都非易事，尤其是中国这样幅员辽阔、情况复杂的国 家。然而，分析中国科技崛起的成因及影响，是韩国为未来做准备的关键。毕竟，中韩两国注定要在高 端制造业领域展开全球竞争。 来源：环球时报 韩国《中央日报》6月27日文章，原题：我们对中国到底了解多少？ 全球范围内，对中国科技能力的认 知正在经历根本性转变，越来越多人意识到中国已崛起为世界级技术和工业产品的生产国。这一认知转 变的主要触发点是近期的"深度求索（DeepSeek）震撼"。尽管受美国出口管制影响无法获取尖端半导 体，这家中国小型人工智能研究公司仍成功开发出可与OpenAI等科技巨头媲美的大型语言模型。 这一成功并非孤例。甚至在DeepSeek取得突破前，已有大量证据显示中国科技水平已达全球领先标 准。例如在无人机领域，中国企业大疆占据全球70%以上市场份额；中 ...