华为董事、质量流程IT总裁陶景文表示，“像以华为为龙头的硬件公司，在算力上应该已经能够基本解决美国对中国的卡脖子问题。中国还有一批像DeepSeek这样的优秀大模型公司，我们在大模型竞争力上已经不输于美国公司。”“中国还有全球最丰富的实体经济和业务场景，也有最完整的数据积累，如果发力正确的话，我们一定能在人工智能应用上超越美国。”陶景文也指出，华为打造了完全不依赖美国的生态系统，从算力、数据库到工具链，包括上个月完全开源的CANN（Compute Architecture for Neural Networks）生态工具链，希望能为中国人工智能发展做一点贡献。 ...

Core Insights - The article discusses the release of TIME's list of the 100 most influential people in AI for 2025, highlighting an increase in the representation of Chinese individuals in the field [1][4]. Leaders - Ren Zhengfei, founder of Huawei, has driven long-term investments in AI, launching the Ascend series AI chips and MindSpore deep learning framework, establishing a competitive edge in the smart era [5][7]. - Liang Wenfeng, CEO of DeepSeek, has led the company to become a core player in AI technology, releasing the R1 model that competes with OpenAI's latest offerings [8][10]. - Huang Renxun, co-founder and CEO of NVIDIA, transformed the company into a leading AI computing firm, with its GPU technology being essential for deep learning advancements [11][13]. - Wei Zhejia, chairman of TSMC, has positioned the company as a key player in AI chip manufacturing, ensuring the production of powerful AI processors [14][16]. - Wang Tao, co-head of Meta's Superintelligence Lab, has focused on high-quality data as a critical factor for AI model capabilities [18]. - Wang Xingxing, CEO of Unitree Technology, is a key figure in embodied AI, leading the development of humanoid robots [21]. Innovators - Peng Jun, CEO of Pony.ai, has been pivotal in the commercialization of autonomous driving technology, achieving large-scale operations of Robotaxi services in major Chinese cities [22][24]. - Edwin Chen, founder of Surge AI, has built a company that generates high-quality datasets, achieving over $1 billion in revenue by 2024 [25][27]. Shapers - Li Feifei, Stanford professor and CEO of World Labs, has been influential in AI research and ethics, leading the creation of the ImageNet project [28][30]. Thinkers - Xue Lan, a professor at Tsinghua University, has contributed to AI governance and public policy, influencing the development of ethical AI frameworks [32][34].

这个问题最初是在火山引擎、chutes等平台上被发现，但随着事件的发酵，更多平台也被卷入了进来，包括腾讯的CodeBuddy，甚至是 DeepSeek官方…… 转自： 量子位 | 公众号 QbitAI DeepSeek V3.1 上演的bug大秀" 极 你太美"，可谓是让全网热议了一波。 简单来说呢，就是陆续有开发者们发现，当他们在调用API进行代码开发的过程中，输出结果里会 时不时蹦出来"极"字 。 像这样： 事件之火，在国外 Reddit上也是讨 论声一片，重灾区是"extreme"、"极" 和"極"： 腾讯CodeBuddy还出现了更加奇葩的情况，直接插了句带"极"字儿的广告…… "extreme" （id:15075） "极" （id:2577，简体中文的extreme） "極" （ i d:16411，繁体中文中的extreme） △ 图源：小红书用户@ 奈绪白 Nine-piece shell 若是开发者们没有细看，直接用了生成的代码，那定然是会导致编译不通过等情况，可以说是对需要高精度、结构化输出的场景是致命一击。 截至目前，大家已经统一将问题的矛头指向了DeepSeek V3.1模型本身，以及 ...

Market Overview - On August 28, the market experienced a V-shaped rebound in the afternoon, with the ChiNext Index rising nearly 4% and the Sci-Tech 50 Index increasing over 7%. Notably, companies like Cambrian and SMIC reached historical highs [3] - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion yuan, a decrease of 194.8 billion yuan compared to the previous trading day. The market saw over 2,800 stocks rise, with sectors like computing power and semiconductors leading the gains [3] Domestic Developments - The All-China Federation of Industry and Commerce released the "2025 China Top 500 Private Enterprises" list, with JD.com, Alibaba, and Hengli Group taking the top three spots. Jiangsu province had 90 private enterprises on the list, an increase of one from last year, with Hengli Group ranking third nationally with 871.5 billion yuan in revenue [6] - The National Bureau of Statistics reported that the data industry in China has surpassed 5.8 trillion yuan, with an expected annual growth rate of over 15% from 2025 to 2030 [7] Global Insights - Following the dismissal of Federal Reserve Governor Lisa Cook by Trump, concerns about the independence of the Federal Reserve have persisted, leading to a decline in the US dollar. European Central Bank board member Lane indicated that Trump's pressure on the Fed could significantly impact global financial markets and the real economy [5] - On August 28, Japan's Ministry of Finance reported the lowest demand for 2-year government bonds since 2009, with a bid-to-cover ratio of 2.84, indicating reduced investor interest amid expectations of a potential interest rate hike by the Bank of Japan [8] Company Performance - Didi released its Q2 2025 earnings report, showing a total transaction value (GTV) of 109.6 billion yuan, a year-on-year increase of 15.9%. The number of orders rose to 4.464 billion, with significant growth in both domestic and international business orders [8] - A16z published a list of the top 100 consumer-grade generative AI applications, highlighting that Chinese developers secured 22 spots in the mobile Top 50. Notable mentions include Meitu's five applications and ByteDance's Doubao and imaging tool Hypic [8]

21世纪经济报道记者吴斌上海报道 近期，国产大模型厂商DeepSeek推出V3.1版本，主要有三大亮点，包括混合推理架构、更高的思考效 率以及更强的智能体能力。 联合国助理秘书长、首席信息技术官Bernardo Mariano Junior告诉21世纪经济报道记者，自从DeepSeek 发布以来，他就一直在使用。作为联合国首席信息技术官，他尝试了ChatGPT、微软Copilot、DeepSeek 等一系列工具，并比较了每种语言模型的优势。 "DeepSeek(比其他大模型)便宜很多，但仍然很强大，它彻底改变了大模型在计算能力方面的构想，这 是一次伟大的进化，对每个人都有很大益处。一个大语言模型并不一定要有最强的处理能力，仍然可以 创造巨大价值，这对世界、对人类来说都是一件好事，也是来自中国的一项杰出创新。"他向记者感叹 道。 Bernardo Mariano Junior还表示，中国不仅在人工智能时代居于领导地位，还确保人工智能开源，愿意 分享，确保这些成果不仅惠及中国，也惠及全世界。 在人工智能时代，Bernardo Mariano Junior预计中国会继续创新，为人工智能创造发展空间。更重要的 是，中 ...

Core Viewpoint - The article discusses the growing emotional connection between humans and AI, highlighting the complexities and implications of these relationships in the context of modern technology and social interaction [1][2][18]. Group 1: Emotional Connection with AI - Users are increasingly treating AI as companions, engaging in deep conversations and role-playing scenarios that fulfill emotional needs [2][11]. - The phenomenon of "token exhaustion" leads to anxiety among users when they must switch to new AI instances, reflecting a deep emotional investment in their interactions [1][18]. - Many users express a desire for continuity in their AI interactions, seeking ways to transfer their emotional connections to new chat windows [1][2]. Group 2: Role-Playing and Identity Creation - Young users are creatively assigning various identities and roles to AI, such as romantic partners or mentors, enhancing their engagement through personalized interactions [2][3][10]. - The ability to customize AI responses through detailed instructions allows users to create unique and fulfilling experiences, akin to role-playing games [7][10]. - The trend of "养崽" (raising AI companions) is emerging, where users design and share their AI characters, blurring the lines between reality and fantasy [16][17]. Group 3: AI as Emotional Support - AI is increasingly seen as a source of emotional support, providing a non-judgmental space for users to express their feelings and thoughts [11][12]. - Users report feeling understood and respected by AI, which can help alleviate feelings of anxiety and loneliness [12][13]. - The AI's ability to engage in meaningful conversations about literature and personal experiences enhances the user's emotional and intellectual engagement [12][13]. Group 4: Market Growth and Product Development - The demand for AI companionship is driving the development of various AI products, with features aimed at emotional comfort and personalized interaction [15][16]. - Major AI models like ChatGPT and others are continuously evolving to improve user experience, including memory features and real-time communication capabilities [15][16]. - The market for AI companionship is becoming competitive, with numerous niche products targeting specific user demographics, such as fans of anime and role-playing games [16][17]. Group 5: Challenges and Concerns - Users face challenges such as AI's limitations in emotional sensitivity and the potential for "out of character" (OOC) responses, which can disrupt the immersive experience [8][19]. - The emotional dependency on AI raises questions about the authenticity of these relationships and the potential for psychological impacts, including addiction-like behaviors [18][21]. - Users often grapple with the implications of their emotional investments in AI, questioning the nature of love and connection in a digital context [21][23].

Group 1 - The latest LPR in China remains unchanged at 3.0% for 1-year and 3.5% for 5-year, consistent for three consecutive months, aligning with market expectations [1] - The U.S. manufacturing PMI for August reached 53.3, the highest since May 2022, significantly exceeding the expected 49.5, indicating strong manufacturing recovery [2] - The People's Bank of China announced a 600 billion MLF operation on August 25, with a net injection of 300 billion, marking the sixth consecutive month of increased liquidity [1][6] Group 2 - DeepSeek-V3.1 has been officially released, featuring enhanced agent capabilities and higher efficiency, with an increase in API call prices [2] - The U.S. and EU have reached a new trade agreement, with the U.S. imposing a 15% tariff on most EU goods, while the EU will eliminate tariffs on U.S. industrial products [4] - The U.S. is investigating tariffs on imported furniture, with a decision expected in 50 days [4] Group 3 - The U.S. Federal Reserve's July meeting minutes revealed a consensus against interest rate cuts, with most officials concerned about inflation risks [3] - The U.S. President indicated potential military involvement in Ukraine peacekeeping, while Ukraine plans to purchase $100 billion in military equipment from the U.S. [2][3] Group 4 - Recent data shows a decline in land transaction area and a decrease in housing transaction volume, indicating a weak performance in the real estate sector [9] - The automotive sector maintains high sales levels, with wholesale and retail sales growth rates of 12.08% and 6.10% respectively in July [10] Group 5 - The agricultural product prices have shown a slight increase, with vegetable prices rising while fruit prices have decreased [14] - The industrial product index has decreased, with coal, oil, aluminum, and cement prices rising, while copper and steel prices have fallen [16] Group 6 - The bond market has seen an increase in credit bond rates, with the 3Y AA+ rate rising by 11 basis points, indicating pressure on the bond market due to increased risk appetite [33][39] - The issuance of government bonds remains high, with a net issuance of 378.74 billion [35]

Group 1: Nvidia Financial Performance - Nvidia reported Q2 revenue of $46.743 billion, a 56% increase year-over-year from $30.040 billion and a 6% increase from the previous quarter's $44.062 billion [2] - Net profit for the second quarter was $26.422 billion, up 59% from $16.599 billion year-over-year and up 41% from the previous quarter's $18.775 billion [2] - Adjusted net profit, not in accordance with GAAP, was $25.783 billion, a 52% increase year-over-year from $16.952 billion and a 30% increase from the previous quarter's $19.894 billion [2] Group 2: Meituan Financial Performance - Meituan's adjusted net profit for Q2 was 1.49 billion yuan, a significant decline of 89% year-over-year from an estimated 9.85 billion yuan [3] Group 3: DingTalk Hardware Development - DingTalk released its first report after a four-month return, introducing the AI-enhanced DingTalk 8.0 and the AI hardware product DingTalk A1 [4] - The development of DingTalk A1 took less than four months, with a team of about 40-50 people reportedly working with minimal sleep to ensure efficiency [4] Group 4: Huawei Technology Theft Case - Fourteen individuals were sentenced for infringing on Huawei's chip technology, with the stolen technology valued at 317 million yuan [4] Group 5: DeepSeek Bug Issue - DeepSeek V3.1 experienced a bug causing the character "极" to appear in code outputs, leading to potential compilation issues for developers [5] Group 6: Cainiao Year-End Bonus - Cainiao Network is set to fulfill its promise of double year-end bonuses, which will be distributed at the end of August to employees who were on staff as of August 1 [6] Group 7: Meituan Policy Change - Meituan plans to eliminate "overtime penalties" for its delivery riders by the end of 2025 [7] Group 8: Meta and OpenAI Employee Movement - Two core researchers left Meta shortly after joining and returned to OpenAI, indicating potential instability within Meta's new AI lab [8] Group 9: Musk's Starship Updates - Elon Musk announced that Starship V3 is expected to be completed and tested by the end of this year, with V4 anticipated in 2027 [9] Group 10: Apple A20 Chip Production - Apple's upcoming A20 chip will utilize TSMC's 2nm process, with significant demand expected, as Apple is projected to occupy nearly half of the production capacity [9] Group 11: Apple Acquisition Strategy - Reports indicate that Apple CEO Tim Cook has repeatedly rejected acquisition proposals for Tesla, despite suggestions from senior executives [10] Group 12: Nvidia's Future Outlook - Nvidia's projected sales for Q3 are approximately $54 billion, aligning with Wall Street expectations, but concerns arise over the sustainability of AI investment growth [12]

转自： 量子位 | 公众号 QbitAI 简单来说呢，就是陆续有开发者们发现，当他们在调用API进行代码开发的过程中，输出结果里会 时不时蹦出来"极"字 。 像这样： 这个问题最初是在火山引擎、chutes等平台上被发现，但随着事件的发酵，更多平台也被卷入了进来，包括腾讯的CodeBuddy，甚至是 DeepSeek官方…… 事件之火，在国外 Reddit上也是讨 论声一片，重灾区是"extreme"、"极" 和"極"： DeepSeek V3.1 上演的bug大秀" 极 你太美"，可谓是让全网热议了一波。 腾讯CodeBuddy还出现了更加奇葩的情况，直接插了句带"极"字儿的广告…… "extreme" （id:15075） "极" （id:2577，简体中文的extreme） "極" （ i d:16411，繁体中文中的extreme） △ 图源：小红书用户@ 奈绪白 Nine-piece shell 若是开发者们没有细看，直接用了生成的代码，那定然是会导致编译不通过等情况，可以说是对需要高精度、结构化输出的场景是致命一击。 截至目前，大家已经统一将问题的矛头指向了DeepSeek V3.1模型本身，以及 ...

What DeepSync is doing is it's making everybody take notice that okay there are opportunities to have the models be far more efficient than what we thought was possible. And so it's expanding and it's accelerating the adoption of AI. And so now we have R1.>> Yes, >> we have Infinia data intelligence layer. >> Yeah. >> The R1's can now be able to talk to intelligent information to solve problems.[Music]. ...