Core Viewpoint - The Chinese government emphasizes its commitment to data privacy and security, denying any involvement in illegal data collection or storage practices by companies [1] Group 1 - The Chinese Foreign Ministry, represented by spokesperson Guo Jia Kun, responded to South Korea's claims that DeepSeek transferred user data abroad without consent [1] - Guo highlighted that the Chinese government has never and will never require enterprises or individuals to collect or store data unlawfully [1] - The Chinese stance opposes the politicization of economic and technological issues under the guise of national security [1] Group 2 - The Chinese government asserts its determination to protect the legitimate rights and interests of Chinese companies [1]

上世纪90年代，日本曾是全球科技经济的核心：全球市值前十的公司中有一半来自日本——NTT、住友银行、东京电力、松下、日立……而今 天的AI时代，主角却几乎都来自中美两国。 能跑出一家DeepSeek，本就是小概率事件；但对于曾经的创新中心日本来说，为什么连这样的希望都看不见？日本的AI企业，都跑哪儿去 了？ 提起这个话题，常见的回答有几种套路： 中美如火如荼的AI 战局之中，日本几乎是AI 荒漠，没几个能拿得出手的产品； 日本犄角旮旯的小创新源源不断，却没有一个ChatGPT或DeepSeek这种世界级的2C爆款； 听说小日子程序员短缺，AI人才就更不够了； 日系VC 保守，烧不起大模型的钱…… 如此这般，对日本科技商业的"奚落"甚至可以写成一篇爽文。但今天我想换个问法：日本，需要DeepSeek吗？ 还有，日本这片土壤，非得长出个DeepSeek吗？ 听起来像句废话：哪个国家不需要明星企业呢？况且是如此突破性的企业，为国家增光，带动整个AI行业的发展，引导资金流入，推动技术 渗透到制造、医疗、金融等传统行业，帮助企业提效降本、实现自动化……这不正是很多AI企业的"终极使命"吗？ 制造业的数据预测、医疗的自动 ...

很多人都觉得 2025 年会是"AI 智能体元年"，也就是基于 OpenAI、Anthropic、Google 和 DeepSeek 等机构提供的大语言模型，打造专注特定任务的智能体系统。 但是，最近在社交平台 X 上有个调查显示，现在大部分 Agent 都在"玩票"阶段，还没真正走出实验 室，普遍滞留在"企业试点"的状态中。 编译 | Tina 推理智能体训练框架已开源 与解题或代码生成等静态任务不同，RAGEN 聚焦在多轮交互场景中训练智能体，要求它们能在不确 定性中进行推理、记忆历史对话并灵活应对变化。 | Al agents in the enterprise right now are ... | | | --- | --- | | Smarter than the hype | 6.4% | | Stuck in pilot purgatory | 64.2% | | Powerful, but high effort O | 24.8% | | Nearing real scale | 4.6% | 不过，李飞飞所在的一支团队或许即将带来改变：他们与西北大学、微软、斯坦福大学和华盛顿大学 的研究 ...

新质生产力对劳动者的知识和技能提出了更高要求，迫切需要大量高素质创新人才。因此，发展新质生 产力，必须重视高精尖人才和高技能人才的培养、引进和使用。 一是要大力培养符合发展新质生产力要求的高素质创新人才。一方面，进一步优化高等教育培养体系， 围绕新一代信息技术、新材料和新能源等与新质生产力相关的重点产业需求，引导高水平研究型大学优 化学科布局，促进学科交叉融合，加快新兴学科建设，培养高精尖人才。另一方面，进一步加强职业教 育发展，结合与发展新质生产力相关的重点产业需求，大力推进职业教育和培训，深化产教融合和校企 合作，推动职业教育与产业需求精准对接，建立产业需求导向的课程体系，培养具有创新实践能力的高 技能人才。 二是要积极引进符合发展新质生产力要求的高素质创新人才。一方面，深入研究新一代信息技术、新材 料和新能源等重点产业的发展动态，识别关键技术需求，明确重点产业的人才缺口，通过提供具有国际 竞争力的薪酬待遇，重点引进掌握关键核心技术的国际人才。另一方面，进一步完善国际人才的工作环 境，围绕住房保障、子女教育和医疗服务等关键领域，建立健全全方位支持体系，构建集住房补贴、一 站式服务、子女就学和医疗保障等于一 ...

Core Insights - 36Kr Holdings Inc. hosted the "2025 AI Partner Conference" focusing on AI-powered super applications and scenario-based innovation, featuring prominent speakers from academia and industry [1][2] Group 1: Conference Highlights - The conference included two main segments: "The Arrival of the Super App" and "Who Is the Next Super App," discussing emerging dynamics in the AI era and the potential of next-generation AI applications [2] - Sessions under "The Arrival of the Super App" examined trends in AI super app development from commercialization and investor perspectives, including topics like "Growing Up in the AI World" and "Competing for Super Apps in 2025" [2] - Executives from various leading companies shared insights on "AI+ Empowering Countless Industries," highlighting innovation across sectors [2] Group 2: Awards and Recognition - 36Kr unveiled the "2025 AI-Native Application Innovation Cases" and "2025 AI Partner Innovation Awards," recognizing outstanding AI applications in various domains such as intelligent manufacturing and smart healthcare [3] - The awards emphasized AI-native products that enhance efficiency and drive industry transformation, showcasing the integration of AI in real-world applications [3] Group 3: Future Initiatives - Following the conference, 36Kr aims to empower transformative AI companies in China through the "Disruptor Initiative," identifying enterprises with disruptive potential and acting as their partner [4] - The initiative will leverage global resources and industry-academic collaboration to elevate Chinese AI companies on the global stage [4] Group 4: Company Overview - 36Kr Holdings Inc. is dedicated to serving New Economy participants in China, offering high-quality content and business services to meet the evolving needs of various industries [5] - The company has a strong data analytics capability and aims to capture the growth potential of China's New Economy through diverse service offerings [5]

Core Insights - 36Kr Holdings Inc. hosted the "2025 AI Partner Conference" focusing on AI-powered super applications and scenario-based innovation, featuring prominent speakers from academia and industry [1][2] - The conference included discussions on emerging dynamics in the AI era and the potential of next-generation AI applications, with segments dedicated to identifying future super apps [2] - 36Kr introduced the "2025 AI-Native Application Innovation Cases" and "2025 AI Partner Innovation Awards" to recognize outstanding AI applications across various sectors, emphasizing AI's role in driving industry transformation [3] Company Overview - 36Kr Holdings Inc. is a leading platform serving New Economy participants in China, providing high-quality content and business services to meet the evolving needs of both new and traditional companies [5] - The company leverages a comprehensive database and strong data analytics capabilities to capture growth potential in China's New Economy [5] Future Initiatives - Following the conference, 36Kr aims to empower transformative AI companies in China through the "Disruptor Initiative," which will identify and support enterprises with disruptive potential [4] - The initiative will integrate global resources and foster collaboration between industry and academia to enhance the global presence of Chinese technology [4]

Core Insights - 36Kr Holdings Inc. hosted the "2025 AI Partner Conference" focusing on AI-powered super applications and scenario-based innovation, featuring prominent speakers from academia and industry [1][2] - The conference included discussions on emerging dynamics in the AI era and the potential of next-generation AI applications, with segments dedicated to identifying future super apps [2] - 36Kr introduced the "2025 AI-Native Application Innovation Cases" and "2025 AI Partner Innovation Awards," recognizing innovative AI applications across various sectors [3] Group 1: Conference Highlights - The conference featured key segments such as "The Arrival of the Super App" and "Who Is the Next Super App," exploring commercialization trends and investor perspectives in AI super app development [2] - Notable speakers included leading figures from companies like AMD, Baidu, and Qualcomm, emphasizing the collaborative nature of the event [1][2] - Discussions highlighted the integration of AI across industries, showcasing innovation and breakthroughs that drive market-wide intelligent transformation [2] Group 2: Awards and Recognition - The "2025 AI-Native Application Innovation Cases" and "2025 AI Partner Innovation Awards" were unveiled to spotlight outstanding AI applications in sectors like intelligent manufacturing and healthcare [3] - The awards aimed to recognize AI solutions that enhance efficiency and quality, addressing real-world challenges and generating measurable value [3] Group 3: Future Initiatives - Following the conference, 36Kr plans to launch the "Disruptor Initiative" to support transformative AI companies in China, leveraging insights from successful enterprises like DeepSeek [4] - The initiative aims to identify and partner with forward-thinking companies to replicate successful innovation models, enhancing the global presence of Chinese technology [4] - 36Kr's commitment to integrating global resources and fostering collaboration between industry and academia positions it as a key player in the AI landscape [4]

宝马CEO表示，将从2025年年底开始将DeepSeek的人工智能技术集成到在中国销售的新车中。此举旨 在增强本地消费者的车内智能和用户体验。这反映了宝马与地区科技公司合作的更广泛战略，以配合中 国的创新生态系统。人工智能被视为推动未来汽车创新和全球竞争力的关键。 ...

Core Insights - Despite escalating trade tensions and tariffs of 145% on Chinese exports to the U.S., Chinese technology stocks are showing resilience and growth potential in 2025, driven by increased technological self-reliance and innovation capabilities [1][2][3] Group 1: Market Opportunities - President Xi Jinping's Southeast Asian tour has strengthened regional ties, creating new market opportunities for Chinese technology exports as U.S. markets face restrictions [2] - Major Chinese tech companies are making strategic investments in AI infrastructure and emerging technologies, enhancing China's digital ecosystem and creating new growth opportunities [5] - China's semiconductor sector has adapted well to Western export controls, dominating advanced packaging technologies with over 25% of the global market share [6] Group 2: Technological Advancements - Chinese companies have made significant advancements across various sectors, including robotics and electric vehicles, showcasing a comprehensive technological approach [7] - DeepSeek, an AI startup, has developed the R1 model that rivals Western counterparts at a lower cost, with the upcoming R2 model promising enhanced capabilities [4] Group 3: Company-Specific Developments - Alibaba is experiencing growth with customer management revenues increasing by 9% year over year and a 27% rise in U.S. orders for AliExpress, alongside a robust financial position with $51.9 billion in net cash [9][10] - JD.com is executing initiatives to incubate 600 bestsellers and has seen a 130% year-over-year increase in new product launches, maintaining a 30% compound annual growth in the durian market [12][13] - Baidu is positioning itself in the autonomous vehicle sector through a partnership with CATL, while also launching the upgraded Ernie 4.5 AI model, enhancing its capabilities in AI [14][15] - Tencent's Hunyuan Turbo S model is gaining attention for its speed and cost efficiency, positioning the company to capture market share in the AI sector [16][17]

Core Viewpoint - Nvidia's shares declined after announcing a charge of up to $5.5 billion due to China export restrictions, impacting its ability to export the H20 chip without a license, which is unlikely to be granted [1][2]. Financial Impact - Analysts estimate that the revenue impact from the restrictions could be significant, with Wedbush projecting a 10% revenue decrease, while Bank of America suggests a potential 9% to 13% reduction in 2025 and 2026 under a "dire" tariffs scenario [2]. - Nvidia reported $17.1 billion in revenue for fiscal 2025, indicating that the loss from China could be around 13% of total revenue, which has been declining over the past two years [3]. Regulatory Challenges - The House Select Committee is investigating Nvidia's relationship with DeepSeek, a Chinese AI start-up, labeling it a national security threat due to its use of Nvidia chips [5]. - Nvidia has been asked to provide documentation regarding its customer transactions in China and Southeast Asia amid concerns of chip diversion against U.S. export rules [6]. Company Reputation - Nvidia has faced previous fines, including a $5.5 million penalty related to SEC investigations, and is currently under antitrust scrutiny in France and China [7]. - The ongoing investigation may affect Nvidia's reputation, but it could also be seen as a recognition of the company's advanced technology [8]. Future Outlook - If the investigation clears Nvidia, it could enhance the company's standing, making its stock an attractive buy despite the current challenges [10].