责编 |梦依丹 出品丨AI 科技大本营（ID：rgznai100） 3 月的最后一天，由蚂蚁与清华大学交叉信息研究院吴翼老师团队联合推出的开源强化学习框架 AReaL 发布了里程碑版本——AReaL boba，正如其 昵称"boba"（珍珠奶茶）所寓意的那样，AReaL 团队希望他们的工作能像美味且平易近人的奶茶一样，普惠整个 AI 开发社区，让每一位开发者都能 轻松驾驭强大的推理模型。 就像 AReaL 介绍里说的那番，他们将 完全致力于开源，发布所有重现所需性能模型的训练细节、数据和基础设施。 AReaL boba 不仅把模型、代 码、数据及实现细节通通开放出来，而且还提供非常详细的教程， 真正实现了"人人可手搓顶尖大模型"的愿景。 集成 SGLang 框架，效率大幅提升！ AReaL boba 是首个全面拥抱 xAI 公司高性能推理框架 SGLang 的开源训练系统。 通过引入 SGLang 并进行一系列工程优化，AReaL v0.2 在 7B 模型 上的训练速度相较于 v0.1 提升了 1.5 倍，端到端训练性能提升高达 73%。如下图所示： 官网提供的表格进一步展示了 AReaL-boba 在不同资 ...

Group 1 - The core index of the software sector, the CSI All Share Software Index, opened lower but experienced a slight increase of 0.67%, closing at 14,174.3 points with a trading volume of 20.589 billion yuan [1] - Over the past month, the CSI All Share Software Index has decreased by 6.92%, while it has increased by 5.78% over the past three months and year-to-date [2] - The index is composed of publicly listed companies involved in software development, reflecting the overall performance of this sector [2] Group 2 - The top ten weighted companies in the CSI All Share Software Index include: iFlytek (10.46%), Kingsoft Office (8.08%), Tonghuashun (7.06%), Hang Seng Electronics (4.95%), Runhe Software (4.83%), 360 (4.3%), Yonyou Network (3.6%), Tuwei Information (3.37%), Sangfor Technologies (3.02%), and China Software (3.01%) [2] - The index's holdings are primarily listed on the Shenzhen Stock Exchange, accounting for 58.79%, while the Shanghai Stock Exchange accounts for 41.21% [2] - The index is entirely composed of companies in the information technology sector, with a 100% allocation [3] Group 3 - The CSI All Share Software Index undergoes adjustments every six months, with the next adjustment scheduled for the second Friday of June and December [3] - In special circumstances, the index may undergo temporary adjustments, such as when a sample company is delisted or undergoes mergers and acquisitions [3] - Public funds tracking the software index include various ETFs and fund products from Guotai, Zhaoshang, and Huatai [3]

Core Viewpoint - The competition for AI "super entry" is intensifying among major internet giants, as they aim to capture user attention and establish themselves as key players in the AI application market [1][2]. Group 1: Market Dynamics - Alibaba has upgraded its smart search product Quark to become a flagship AI to C (consumer) product, aiming to be the leading "super entry" in the AI era [2][4]. - ByteDance's Doubao and Tencent's Yuanbao are also significant players in the AI application market, with each company investing heavily to create benchmark products for consumers [2][4]. - The AI "super entry" competition is characterized by a variety of applications, including DeepSeek, Kimi, and Baidu's Wenxiaoyan, all vying for market share [2][4]. Group 2: User Engagement and Retention - Despite Alibaba's advantages in model development, its consumer-facing product Tongyi APP has not gained significant traction, with weekly downloads of 364,000 and active users of 1.588 million [4]. - In contrast, Quark has seen higher engagement, with downloads reaching 1.066 million and active users at 8.423 million during the same period [4]. - The user retention rate for AI applications is low, averaging around 25%, indicating a challenge in maintaining user engagement [12][13]. Group 3: Advertising and Investment Strategies - ByteDance's Doubao has aggressively invested in advertising, with expenditures reaching 207 million, 1.57 billion, 2.14 billion, and 1.01 billion over the last four quarters [4]. - Tencent's Yuanbao has also ramped up its advertising spend to 1.426 billion in the first quarter, significantly outpacing Doubao's investment [5]. - The substantial advertising investments are aimed at capturing potential traffic value and monetization opportunities in the AI application space [5][6]. Group 4: Differentiation Strategies - Each major player is adopting different strategies based on their strengths; for instance, Quark integrates AI tools into its search capabilities, while Doubao focuses on conversational experiences and entertainment [8][10]. - Yuanbao leverages its integration with WeChat and QQ to enhance user engagement, aiming to create a robust ecosystem around its AI product [10]. - The competition is not just about user acquisition but also about creating unique user experiences and addressing diverse user needs across various scenarios [13][14].

Core Viewpoint - The competition for AI "super entry" is intensifying among major internet companies, with Alibaba, ByteDance, and Tencent all investing heavily to capture user engagement in the AI application market [1][2][3]. Group 1: Market Dynamics - Alibaba has upgraded its smart search product Quark to become a flagship AI-to-C (consumer) product, aiming to be the leading "super entry" in the AI era [1][2]. - ByteDance's Doubao and Tencent's Yuanbao are also significant players, with Doubao adopting aggressive advertising strategies to capture market share [2][3]. - QuestMobile data shows that during March 10-16, Quark had 106.6 million downloads and 842.3 million active users, while Doubao had 706.1 million downloads [2]. Group 2: Competitive Strategies - Tencent's Yuanbao, which initially had a smaller user base, has rapidly increased its advertising spend to 14.26 billion in Q1, significantly boosting its user downloads to 321.4 million by March 10-16 [3][9]. - The competition is characterized by a lack of clear differentiation among products, leading to low user retention rates averaging around 25% [9][10]. Group 3: Business Considerations - The drive for AI "super entry" is motivated by the desire to control the next generation of traffic, as user interaction is shifting from active search to intelligent services [4][5]. - The potential for new business models and revenue streams through AI "super entry" is seen as crucial, especially as traditional advertising models face challenges [5][11]. Group 4: Differentiation and User Experience - Each company's approach to AI "super entry" reflects its unique strengths; for instance, Quark integrates various tools based on its search capabilities, while Doubao focuses on a more interactive, entertainment-driven experience [6][7][8]. - The need for a seamless user experience across multiple scenarios is emphasized, with a focus on deep integration of services to enhance user value [11][12].

金融界3月31日消息，上证指数下跌0.46%，中证软件服务指数 (中证软件，930601)下跌0.78%，报 6011.54点，成交额252.56亿元。 从指数持仓来看，中证软件服务指数十大权重分别为：科大讯飞（11.33%）、金山办公（8.91%）、同 花顺（7.91%）、恒生电子（5.47%）、润和软件（5.32%）、三六零（4.68%）、软通动力（4.22%）、 用友网络（3.97%）、拓维信息（3.7%）、深信服（3.47%）。 从中证软件服务指数持仓的市场板块来看，深圳证券交易所占比61.56%、上海证券交易所占比 38.44%。 跟踪中证软件的公募基金包括：博时中证软件服务A、博时中证软件服务C、万家中证软件服务ETF、 易方达中证软件服务联接C、万家中证软件服务联接A、万家中证软件服务联接C、嘉实中证软件服务 ETF联接A、嘉实中证软件服务ETF、嘉实中证软件服务ETF联接C、易方达中证软件服务ETF等。 据了解，中证软件服务指数选取30只业务涉及软件开发、软件服务等领域的上市公司证券作为指数样 本，以反映软件服务产业上市公司证券的整体表现。该指数以2004年12月31日为基日，以1000.0点 ...

截至2025年3月31日 10:03，中证软件服务指数下跌1.30%。成分股方面涨跌互现，广联达领涨2.14%，深信服上涨1.44%，中科星图上涨1.28%；同花顺领 跌，用友网络、恒生电子跟跌。软件ETF(159852)回调整固，盘中成交额已达1.03亿元，换手率3.81%。 以上内容与数据，与界面有连云频道立场无关，不构成投资建议。据此操作，风险自担。 规模方面，软件ETF近1周规模增长9363.05万元，实现显著增长。份额方面，软件ETF近1周份额增长1.90亿份，实现显著增长。资金流入方面，软件ETF最 新资金净流入6182.61万元。拉长时间看，近5个交易日内有3日资金净流入，合计"吸金"1.12亿元。 数据显示，杠杆资金持续布局中。软件ETF本月以来融资净买额达200.80万元，最新融资余额达1.18亿元。 中信建投研报认为，AI产业链正面临从性能拐点到份额拐点、从技术价值到商业化价值双重变化的转折点，当前AI产业链硬件和软件同频共振，均呈现加 速趋势，建议关注AI产业持续变化，持续看多大厂资本开支持续下底层算力产业链发展；看好AI产业链配套基础设施建设，建议关注数据处理和大模型安 全厂商。 场外 ...

来源：环球网 3月22日，以"数智融合 共创未来"为主题的窦店人工智能应用研讨会在中关村新兴产业前沿技术研究院 国际会议中心盛大举行。此次活动由中关村房山园管委会区科委、房山区经济和信息化局、房山区良乡 大学城管理委员会指导，窦店镇人民政府主办，北京网络职业学院、中和碳研究院承办，吸引了政、 产、学、研各界逾100位嘉宾参与，共同探讨人工智能技术的最新进展与应用前景。 窦店人工智能应用研讨会成功举办，为区域产业升 级筑牢数智根基 在产业应用方面，拓尔思、软通动力、360智能产品部、东方国信等企业的代表分别介绍了各自在人工 智能领域的创新成果和应用案例，展示了人工智能技术在不同行业中的广泛应用和巨大潜力。 研讨会期间还举行了"数字友好城市联合创新中心"与"北京窦店人工智能应用孵化基地"的揭牌仪式，标 志着窦店镇在人工智能应用领域的创新平台建设取得了重要进展。同时，窦店镇人民政府组建了"窦店 人工智能应用专家委员会"，并为相关专家颁发了聘书，进一步提升了窦店镇在人工智能领域的专业水 平和影响力。 窦店镇党委书记薛金国在总结发言中表示，窦店镇将以此次研讨会为契机，积极推动人工智能应用协同 创新，拓展应用场景，加快人 ...

金融界消息 截至2025年3月24日收盘，三六零（601360）报收于11.07元，上涨2.03%，换手率1.55%， 成交量108.70万手，成交金额11.88亿元。 三六零（601360）3月24日主力资金净流入3611.64 万元 资金流向方面，今日主力资金净流入3611.64万元，占比成交额3.04%。其中，超大单净流入3498.87万 元、占成交额2.95%，大单净流入112.77万元、占成交额0.09%，中单净流出流出1258.61万元、占成交 额1.06%，小单净流出2353.03万元、占成交额1.98%。 三六零最新一期业绩显示，截至2024三季报，公司营业总收入56.09亿元、同比减少16.76%，归属净利 润57890.10万元，同比减少57.03%，扣非净利润80049.50万元，同比减少111.18%，流动比率4.293、速 动比率4.239、资产负债率21.27%。 通过天眼查大数据分析，三六零安全科技股份有限公司共对外投资了12家企业，参与招投标项目702 次，专利信息446条，此外企业还拥有行政许可6个。 来源：金融界 天眼查商业履历信息显示，三六零安全科技股份有限公司，成立于1 ...

撰文 / 牛跟尚 设计 / 师 超 3月5日上午，十四届全国人大三次会议会前举行首场"代表通道"。全国人大代表、小米集团创始人、董事长兼CEO雷军第一个回答记者提问，为小米和 小米汽车广而告之。 9时开始，国务院总理李强在第十四届全国人民代表大会第三次会议上做《政府工作报告》（以下简称报告），时长60分钟，全文约17860字。报告三大 部分中前后两部分均提到汽车，还提到提振消费、综合整治"内卷式"竞争以及鼓励外资、对外投资等事项。 报告第一部分——2024年工作回顾，有关"进"的表述提到，高技术制造业、 装备制造业增加值分别增长8.9%、7.7%，新能源汽车年产量突破1300万 辆。 这一部分还提到，生态环境质量有新改善，地级及以上城市细颗粒物 (PM2.5 ) 平均浓度下降2.7% , 优良天数比例上升至87.2% 。 报告提到，党中央和国务院加力支持"两新"工作。2024年8月，财政部明确安排3000亿元左右超长期特别国债资金，加力支持重点领域设备更新，进一 步提升地方消费品以旧换新的能力。 报告提到激发数字经济创新活力，持续推进"人工智能＋"行动，将数字技术与制造优势、市场优势更好结合起来，支持大模型广 ...

以下文章来源于投资界前哨 ，作者王露 投资界前哨 . 做投资界最新动态的瞭望者 一窥两会。 作者 I 王露 报道 I 投资界前哨 今日（3月5日），十四届全国人大三次会议正式开幕。 备受瞩目的《政府工作报告》出炉，透露了许多产业风向——持续推进"人工智能+"，支 持大模型广泛应用，推动商业航天、低空经济等新兴产业，加快制造业数字化转型…… 这份沉甸甸的万字报告，无疑是中国最权威、最具前瞻性的政策报告，也是投资人不容 错过的产业研究素材。 今年产业关键词有哪些？ 加快建设现代化产业体系，无疑是重点工作任务。 《政府工作报告》提出，推动科技创新和产业创新融合发展，大力推进新型工业化，做 大做强先进制造业，积极发展现代服务业，促进新动能积厚成势、传统动能焕新升级。 培育壮大新兴产业、未来产业。深入推进战略性新兴产业融合集群发展。开展新技术新 产品新场景大规模应用示范行动，推动商业航天、低空经济等新兴产业安全健康发展。 建立未来产业投入增长机制，培育生物制造、量子科技、具身智能、6G等未来产业。 激发数字经济创新活力。持续推进"人工智能+"行动，将数字技术与制造优势、市场优势 更好结合起来，支持大模型广泛应用，大力发 ...