Group 1 - OpenAI held a live event to launch the ChatGPT Agent, which possesses autonomous thinking and action capabilities, allowing it to select appropriate tools from its skill set to complete complex tasks [1] - NVIDIA's CEO Jensen Huang stated that China's open-source AI is a catalyst for global progress, providing opportunities for various countries and industries to participate in the AI revolution [1] - The capital expenditure growth rate for North American and domestic cloud vendors is expected to remain high through 2025, with global AI computing infrastructure still on the rise [1] Group 2 - NVIDIA's supply chain reported generally high growth rates in Q2, with developments in sovereign AI expected to provide additional support [2] - The ChiNext AI ETF (159388) serves as a good representation of the AI market, focusing on software and various vendors in the ChiNext market, which is worth monitoring [2]

Core Viewpoint - DeepSeek's initial success in the AI field has been overshadowed by a lack of progress and the increasing gap with competitors like Musk's initiatives [2][4][11]. Group 1: DeepSeek's Journey - DeepSeek gained significant attention in February with the launch of DeepSeek-VL and DeepSeek-R1, showcasing high performance at low computational costs, leading to discussions about the diminishing importance of computational power [3][7]. - However, the anticipated R2 version has not been released, primarily due to limitations in computational power, contradicting earlier claims that downplayed its significance [4][10]. - The initial excitement surrounding DeepSeek R1 is now viewed as somewhat inflated, as the lack of substantial technological advancements has become evident [8][10]. Group 2: Competitive Landscape - Musk's rapid advancements with GROK 4 have created a widening gap in the AI sector, as he has moved beyond theoretical discussions to practical applications in companies like SpaceX and Tesla [11][12]. - Musk's approach has disrupted the industry, compelling competitors to accelerate their innovation and efforts, making it challenging for others to keep pace [12][13]. - Despite the challenges posed by Musk's leadership in AI, there remains potential for companies to carve out opportunities by adopting similar models and strategies, albeit at a slower pace [13][14]. Group 3: Future Outlook - The current situation serves as a reminder that technological innovation must adhere to fundamental principles, emphasizing the need for practical accumulation and breakthroughs rather than mere aspirations [14]. - Companies should focus on recognizing their position in the market and leverage their strengths to remain competitive, even if they cannot match Musk's speed [14].

🚨 LATEST: OpenAI launches ChatGPT Agent - a unified agentic system that can take action on the web, combining Operator's browsing capabilities with deep research and ChatGPT's conversational AI. https://t.co/ppm7tLnxJy ...

Perplexity sees India as a shortcut in its race against OpenAI | TechCrunch https://t.co/oy3je5Uu7M ...

科创人工智能ETF华夏（589010）紧密跟踪上证科创板人工智能指数，覆盖全产业链优质企业，兼具高 研发投入与政策红利支持，20%涨跌幅与中小盘弹性助力捕捉AI产业"奇点时刻"。 中金公司研报表示，自2023年ChatGPT兴起至今已近三年，随着大模型的持续迭代进步，构建AI Agent 智能体的技术基础和产品路线正在逐步成熟，产业也在愈发期待Agent的落地能够带来在AI应用端的拐 点，使得AI大模型产业能够形成完整的商业闭环。在2025年这一AI Agent"元年"，看好AI Agent产业浪 潮持续向前。 今日截至10:16，科创人工智能ETF华夏（589010）上涨0.39%，盘初最大涨幅达1.45%，有望冲击"六连 阳"。持仓股方面，合合信息领涨6.26%，金山办公上涨4.17%、福昕软件上涨3.18%；石头科技、奥普 特、威胜信息等跌幅超1%。流动性方面，盘中换手3.06%，成交总额达230万，市场持有稳健，长期价 值凸显。 消息方面，北京时间7月18日凌晨，OpenAI发布ChatGPT Agent。ChatGPT Agent一个重要功能模块是其 多工具集成能力，将Operator的网站交互能力 ...

Group 1 - The China Securities Big Data Industry Index rose by 0.59% as of July 18, 2025, with notable increases in constituent stocks such as Deepin Technology (7.05%), Tax Friend (3.97%), and Bosi Software (3.04%) [1] - The Data ETF (516000) increased by 0.52%, with a latest price of 0.97 yuan, and has seen a cumulative increase of 4.67% over the past week [1] - The Data ETF has achieved a net value increase of 54.47% over the past year, ranking first among comparable funds [1] Group 2 - Recent announcements from Baidu and Huawei regarding the open-source promotion of large model technology, along with the release of seven national standards for digital services, are expected to enhance the competitiveness of enterprises and accelerate the development of the computer industry [2] - The implementation of these standards is anticipated to break down technological barriers and promote the deep integration of the digital economy with the computer industry, unlocking greater development potential [2] - The Data ETF and its linked funds closely track the China Securities Big Data Industry Index, focusing on popular sectors such as data elements, data security, and the East Data West Computing initiative, covering key stocks like iFlytek and Inspur Information [2]

一个共识是，AI 今年的大主题，是 Agent。 如果说过去我们习惯了 AI 的「动嘴」，那么接下来，就是 AI「动手」的时代。毕竟，既然 AI 已经能听懂、又足够聪明，那为什么不能直接把 事儿干完？ 2025 年下半场刚开局，一直在定义 AI 的 OpenAI，突然端出了他们的 Agent 答卷。不过有趣的是，乍一看，它和几个月前爆火的 Manus 模 式，惊人地相似。 7 月 18 日凌晨，Sam Altman 和四位 OpenAI 研究员在直播中介绍了 OpenAI 即将推出的 Agent 模式。 简单来说，在 Agent 模式下，你可以直接对 ChatGPT 提要求：婚礼缺双鞋，去电商平台帮我买了；或者，给我设计个宠物周边，直接下单打 印；查找信息，直接生成 PPT。然后，ChatGPT 会自己打开虚拟机，一步步操作。 在演示中，一个复杂任务大概需要 10 分钟完成。但从结果看，完成度很高。ChatGPT 可以在虚拟环境里可以调用文本浏览器、可视化浏览器和 终端。而基于终端，还可以进一步调用云服务 API、图片生成器，运行代码等。 更关键的，这次 OpenAI 不再 Pro 用户优先，Plus、Tea ...

Core Insights - OpenAI has launched ChatGPT Agent, a new feature that allows its chatbot to perform multi-step tasks on behalf of users, such as scheduling meetings and creating presentations [2][3] - The feature is currently available only to paid users, with Pro subscribers allowed up to 400 agent prompts per month, while Plus and Team users are limited to 40 prompts [2] - This launch follows significant investments in AI agents by major tech companies like Google, Salesforce, and HubSpot over the past year [2] Functionality and Design - ChatGPT Agent integrates capabilities from previous breakthroughs, including interaction with websites, information synthesis, and conversational intelligence [3] - Users can issue commands for tasks like checking schedules or analyzing competitors, with the agent operating on a virtual machine that can switch between various tools [3] - The design allows for collaboration, enabling users to interrupt or reassign tasks without losing progress [3][4] Limitations and Safety Measures - The tool currently lacks real-time response capabilities, taking approximately 25 minutes to generate a presentation based on company financial reports [3] - Certain features, such as memory, are disabled for safety reasons, with the company taking a cautious approach to its release [4] - OpenAI has classified the underlying model as having "high biological and chemical capabilities," indicating potential risks associated with misuse [4][5] Risk Mitigation Strategies - To reduce the risk of real-world abuse, OpenAI has implemented measures such as requiring user confirmation for irreversible actions and monitoring high-risk tasks [5] - The company has introduced protections against prompt injection, which could lead to malicious instructions being executed by the agent [5] - OpenAI emphasizes that the release of ChatGPT Agent is just the beginning, with plans for ongoing improvements in efficiency and interaction quality [5]

瑞穗银行：计划使用软银、OpenAI开发的人工智能服务。 ...

每经编辑｜彭水萍 从基本面看，伴随B系列芯片放量，英伟达产业链Q2业绩增速普遍较高，而主权AI等发展又将为其增加一重助力。 创业板人工智能ETF（159388）很好的代表了AI的行情。创业板人工智能ETF除了光模块外，则兼顾了较多的软件和创业板的半导体厂商，值得关注。 近期AI催化不断，英伟达创始人兼首席执行官黄仁勋出席第三届链博会开幕式并致辞："中国的开源AI是推动全球进步的催化剂,让各国和各行业都有机会参 与这一AI革命。"此前，英伟达宣布了H20恢复对华供应。 据量子位消息，苹果为端侧AI模型训练的MLX框架主动增加了CUDA支持，这意味着英伟达CUDA生态在AI开发领域占据绝对的主导地位。据悉，2023年12 月，苹果推出专为Apple芯片设计的开源机器学习框架MLX（MachineLearningeXchange）。当时苹果已先后发布M1、M2、M3系列芯片，MLX为其注入了 端侧AI的潜力。但近年来苹果AI进展缓慢，以封闭著称的"苹果"如今终于选择了拥抱英伟达。 从产业趋势看，2025年北美及国内云厂商资本开支均维持了较高的增速，目前全球AI算力基建仍处在上升期。海外巨头依旧选择拥抱Scaling ...