招股书显示，DeepSeek已与华为昇腾、寒武纪等国产芯片企业达成战略合作，其算力租赁平台将支持 大模型训练、自动驾驶仿真等高算力需求场景。行业专家指出，DeepSeek的上市将加速中国AI算力基 础设施的国产化进程，并有望在未来3-5年内占据国内35%以上的市场份额。 2025年11月——人工智能独角兽企业DeepSeek宣布启动北交所IPO进程，预计2025年11月正式上市。公 司未来5年的核心战略聚焦于算力租赁业务，计划投资30亿元建设自主可控的高性能计算（HPC）中 心，并联合国产芯片厂商打造定制化AI算力解决方案。 ...

Core Insights - The article discusses the competitive landscape of AI in China, particularly focusing on the launch of new open-source models like GLM-4.5 by Zhiyu and the ongoing rivalry among cities like Beijing, Shanghai, and Hangzhou in the AI sector [1][19] - The emergence of open-source models is seen as a response to the U.S. AI action plan, with China aiming to accelerate the deployment of open-source AI globally [1][16] Group 1: Open-Source Model Developments - Zhiyu has released the GLM-4.5 model, which has a total parameter count of 355 billion and an active parameter count of 32 billion, showcasing significant performance capabilities [11] - Alibaba has introduced several models, including Qwen3-Coder with 480 billion total parameters, which is priced at one-third of its competitor Claude 4, indicating a strong push in the open-source domain [3][5] - The K2 model from the company Moonlight has implemented a self-criticism reward mechanism to enhance its ability to handle complex tasks, marking a significant innovation in the field [10] Group 2: Competitive Dynamics - The competition among AI startups in Shanghai and Beijing has intensified, with companies like MiniMax and Moonlight rapidly updating their models to keep pace with market demands [6][9] - The article highlights the "flywheel effect" initiated by DeepSeek, which has led to price wars and increased performance testing among open-source models [2] - The collaboration and competition among these cities are likened to a "three-city drama," emphasizing the regional rivalry in AI development [1][19] Group 3: Strategic Implications - The open-source approach is seen as a cultural shift for companies like DeepSeek, which aims to attract top talent and contribute to global innovation in AI [14] - Alibaba's strategy aligns with its cloud computing identity, focusing on technology-first approaches rather than purely commercial ones [13] - The article suggests that the open-source ecosystem in China could lead to rapid innovation and improvement, potentially surpassing proprietary models from the U.S. [17][19]

Core Viewpoint - The article discusses the advancements and applications of reinforcement learning (RL) in the field of autonomous driving, highlighting its potential to enhance decision-making processes in dynamic environments. Group 1: Background and Concepts - The concept of VLA (Variational Learning Algorithm) and its relation to embodied intelligence is introduced, emphasizing its similarity to end-to-end autonomous driving [3] - Reinforcement learning has gained traction in various industries following significant milestones like AlphaZero in 2018 and ChatGPT in 2023, showcasing its broader applicability [3] - The article aims to explain reinforcement learning from a computer vision perspective, drawing parallels with established concepts in the field [3] Group 2: Learning Methods - Supervised learning in autonomous driving involves tasks like object detection, where a model is trained to map inputs to outputs using labeled data [5] - Imitation learning is described as a method where models learn actions by mimicking human behavior, akin to how children learn from adults [6] - Reinforcement learning differs from imitation learning by focusing on optimizing actions based on feedback from interactions with the environment, making it suitable for sequential decision-making tasks [7] Group 3: Advanced Learning Techniques - Inverse reinforcement learning is introduced as a method to derive reward functions from expert data, particularly useful when defining rewards is challenging [8] - The Markov Decision Process (MDP) is explained as a framework for modeling decision-making tasks, where states, actions, and rewards are interrelated [9] - Dynamic programming and Monte Carlo methods are discussed as techniques for solving reinforcement learning problems, emphasizing their role in optimizing decision-making processes [11][12] Group 4: Reinforcement Learning Algorithms - Various reinforcement learning algorithms are categorized, including on-policy and off-policy methods, highlighting their differences in training stability and data utilization [25][26] - The article outlines key algorithms such as Q-learning, SARSA, and policy gradient methods, explaining their mechanisms and applications in reinforcement learning [27][29] - Advanced algorithms like TRPO and PPO are presented, focusing on their strategies for ensuring stable training and optimizing policy updates [57][58] Group 5: Applications in Autonomous Driving - The importance of reward design in autonomous driving is emphasized, with safety, comfort, and efficiency being key factors [62] - The article discusses the need for closed-loop training systems in autonomous driving, where vehicle actions influence the environment, necessitating dynamic modeling of other vehicles [62] - The integration of end-to-end learning with reinforcement learning is highlighted as a method to adapt to changing environments in real-time [63]

从信息化、数字化到如今的智能化，在每一轮信息革命的浪潮中，医疗健康领域始终是新技术的试验场 与先行区。当前，大模型技术正加速向多模态融合方向演进，生成式人工智能持续为医疗服务赋能。 无论是AI辅助诊断突破传统诊疗效率的瓶颈，还是加速AI药物研发中候选化合物的筛选周期，技术革 新正为全球医疗健康领域注入前所未有的创新动力。 然而，在技术迅猛发展的背后，产业落地的现实挑战也逐步显现——从数据治理到临床转化，从技术伦 理到全球普惠，医疗AI在跨越实验室与真实世界的"断层带"时，正面临多重结构性矛盾的考验。 面对这一系列挑战，究竟该如何应对？7月26日至28日，2025世界人工智能大会在上海多场馆同步拉开 帷幕。本次大会以"智能时代同球共济"为主题，涵盖会议、展览等五大板块，聚焦AI基础设施、科学智 能等十大领域。据悉，本次大会迎来800余家企业参展，3000余项前沿展品集中亮相，其中包括40余款 大模型、50余款AI终端及100余款全球首发/中国首秀新品，规模创历届之最。 在医疗AI领域从"技术可行"迈向"规模应用"的关键跨越阶段，产业亟需破解标准缺失、生态分散、转化 困难等瓶颈问题。对此，大会期间，安永大中华区生 ...

Group 1 - The report titled "Coexistence Partners: Top 10 Trends in Artificial Intelligence for 2025" outlines significant trends in AI development, emphasizing the transition from "intelligent tools" to "coexistence partners" [1][7][26] - The three main themes identified are the evolution of foundational models, the rise of intelligent agents, and AI's integration into the physical world [1][7][21] Group 2 - The first trend highlights the breakthrough in reinforcement learning (RL), which is becoming a key force in enhancing the reasoning and action capabilities of large models, enabling them to solve complex scientific and engineering problems [2][36][39] - The second trend focuses on native multimodal generation, which allows AI to deeply integrate various data types such as images, speech, and text, facilitating seamless interaction across modalities [2][49][50] - The third trend discusses the evolution of voice models towards emotional intelligence, enabling AI to express context-aware emotional responses and enhancing human-machine interaction [2][3][48] Group 3 - The rise of intelligent agents is characterized by two main development paths: orchestration agents for complex task automation and end-to-end agents that internalize reasoning and planning capabilities [3][4][18] - The concept of LifeOS is emerging, where AI integrates user data to become a personalized digital self, enhancing user experience through long-term memory and personalized reasoning [3][4][19] - The trend of "intelligence as a service" is reshaping industry workflows, embedding AI deeply into sectors like healthcare, finance, and manufacturing [3][4][26] Group 4 - The report anticipates a "GPT-2 moment" for embodied intelligence in 2025, marking a significant leap from virtual computation to physical execution, with advancements in multimodal models and data engineering [4][6][21] - Spatial intelligence is evolving, allowing AI to process and understand three-dimensional environments, which opens new opportunities in fields like autonomous driving and robotics [4][20][21] - The commercialization of embodied intelligent robots is expected to accelerate, with companies like Tesla and Agility planning to produce around 1,000 units each for various applications [6][21][29] Group 5 - The overall trends indicate a shift towards AI becoming a true coexistence partner, with enhanced capabilities in reasoning, emotional understanding, and physical interaction, fundamentally changing human-AI relationships [7][21][26] - The report emphasizes the importance of building trust and collaboration with the next generation of AI, as it becomes more autonomous and capable [7][21][26]

Core Insights - The WAIC 2023 showcased a significant increase in scale and attendance, with ticket prices reaching between 1300 to 3000 yuan on resale platforms, indicating high demand [1][2] - The exhibition area was highlighted as the main attraction, featuring numerous companies and their innovative projects, while the forum sessions were more accessible and less focused on technical depth [1][2] Group 1: Robotics and AI Innovations - The exhibition featured a wide variety of robots performing tasks such as sorting, making tea, and even playing mahjong, showcasing the advancements in robotics [3][10] - There is a growing interest in humanoid robots, as they are seen as the most adaptable to existing human infrastructure, with significant capital investment in the robotics sector [18][22] - The current period is described as a "species explosion" for robots, with substantial capital inflow, although the overall revenue from humanoid robots may not yet match the income from major AI events [22] Group 2: AI and Technology Companies - Major companies like Huawei, Alibaba, and Tencent showcased their AI capabilities, with Alibaba's integration of AI across various business lines being particularly noted [25][27] - The absence of companies like ByteDance and DeepSeek was mentioned, while other firms like Kuaishou presented their AI applications, indicating a diverse landscape of AI development [27][28] - The event also highlighted the emergence of AI glasses and low-altitude economy technologies, reflecting ongoing innovation in the sector [29][31] Group 3: Networking and Industry Trends - The exhibition served as a platform for networking, with many informal discussions and potential collaborations occurring after official hours [33] - The startup area was characterized by a more relaxed atmosphere, contrasting with larger companies, and was noted for its vibrant engagement [35] - The event underscored the importance of capturing opportunities in the rapidly evolving AI and robotics landscape, emphasizing the need for continuous engagement and exploration [33][39]

Core Viewpoint - The article discusses the establishment of a global governance framework for artificial intelligence (AI) led by China, emphasizing the need for multilateral cooperation to ensure the safe, reliable, and equitable development of AI technology [1][2]. Group 1: Global AI Governance Initiatives - The Chinese government has released the "Global AI Governance Action Plan" and proposed the establishment of a World AI Cooperation Organization headquartered in Shanghai to promote multilateral cooperation in AI governance [1]. - The United Nations has formed a high-level advisory body on AI, which released a report advocating for human-centered AI governance, highlighting the risks and ethical principles associated with AI [1][2]. - There is a lack of global consensus and a unified framework for AI governance, leading to fragmented governance structures among major powers [1][2]. Group 2: Divergence in AI Governance Approaches - Significant divergences in AI governance exist primarily between Europe and the United States, with the EU adopting strict regulations while the US emphasizes market-driven approaches [2]. - The US has implemented a "technology blockade" strategy to limit China's access to advanced AI technologies, including high-end chips and algorithms, as part of its efforts to maintain global technological dominance [2][3]. - China actively participates in the formulation of global AI governance rules and has proposed the "Global AI Governance Initiative" to foster a widely accepted governance framework [2]. Group 3: AI Technology Innovation and Market Dynamics - Chinese company DeepSeek has launched the advanced R1 model, breaking the US monopoly on AI technology by achieving competitive performance with lower hardware requirements [3][4]. - The US has shifted its stance by releasing the "Winning the Competition: US AI Action Plan," which aims to relax regulations on domestic companies and promote AI innovation while exporting AI solutions globally [4]. - China's initiatives at the World AI Conference aim to address the digital divide and promote inclusive AI development, providing international public goods through open collaboration [4].

Core Viewpoint - Singapore is welcoming cost-effective AI models like DeepSeek, as small countries and businesses also want to utilize AI without incurring high costs [1][2][3]. Group 1: AI Cost Considerations - Companies must weigh costs when considering the application of AI, making innovations like DeepSeek particularly appealing from a cost-reduction perspective [2][3]. - DeepSeek, a Chinese AI startup, demonstrated that it can train AI models comparable to top-tier models with significantly fewer resources, prompting investors to reassess the massive capital expenditures by tech giants in the AI arms race [3][4]. Group 2: Regional AI Development - Singapore is not adopting DeepSeek in its national AI development plan, but acknowledges that such models reflect a broader shift towards addressing needs outside the Western context [5]. - The primary language models are predominantly based on Western datasets, particularly English, which may not meet the linguistic needs of Southeast Asia, where hundreds of languages are spoken [6][7]. Group 3: Southeast Asia Language Integration - Singapore is leading the "Southeast Asia Language Integration Network" (SEA-LION) project, which involves a series of open-source language models trained in regional languages such as Vietnamese and Malay [8]. Group 4: Geopolitical Positioning - Singapore maintains a neutral stance between the US and China, expressing a desire for improved relations between the two powers while acting in its own interests [9][10]. - The country aims to learn from both the US and China in the field of AI, particularly in governance and application scenarios, leveraging China's extensive industrial base and application cases [11].

在AI人才大量活跃的同时，AI公司也掀起新一轮AI人才争夺战。杨滢表示，截至7月，已有超过1000家 公司在脉脉发布AI岗位，更有企业的高管和团队负责人亲自下场招人。华为、小红书、DeepSeek等多 个大厂高管在脉脉的个人主页签名显示"长期招人"，HR和猎头也保持着近乎"分钟级"的活跃，多个认 证信息为AI公司员工的用户主页访问量激增，人才争夺呈现白热化状态。 AI人才的互动与流动具有明显的圈层聚集效应。脉脉平台上AI相关的行业圈、同事圈、校友圈里，已 聚集超过12万名AI人才，形成了高密度、专业化的信息交流场域。2025年上半年，AI人才在这些圈子 里频繁发布高质量内容，包含内推岗位、工作体验、业务探讨等。MiniMax、趣丸科技等多家公司员工 发布内推信息，也有AI领域从业者分享中兴通讯等企业的AI岗位。 （原标题：脉脉：AI 人才呈现空前活跃态势，有跳槽意向的人才数量月增过万） 近日，职场社交平台脉脉发布的数据显示，2025年，AI人才呈现空前活跃态势。自2025年2月以来，脉 脉平台每月新增上万名AI人才将求职状态改为"正在看机会"，截至2025年7月，有41.07%国内AI头部公 司员工的求职状态 ...

Core Insights - The East Forward 2025 conference, focusing on globalization and overseas expansion, will take place in Hangzhou, highlighting the shift of Chinese brands from "Made in China" to "Created in China" and "Belief in China" [1][3][4] Group 1: Conference Overview - The conference will feature a main venue and sub-venues, including a "Country Cooperation Matching Meeting" focusing on investment in BRICS nations [1] - Topics will cover popular overseas sectors such as consumption, technology, e-commerce, finance, and new energy, with over 10 keynote speeches and 5 roundtable discussions [1] - The event aims to provide a sustainable path for companies to navigate globalization challenges and enhance their overseas capabilities [1] Group 2: Key Themes and Concepts - The theme "From Craftsmanship to the World" emphasizes the importance of patience, determination, and empathy in achieving success in international markets [4] - The conference will showcase successful case studies, such as DeepSeek and Black Myth: Wukong, which exemplify the application of technology and cultural understanding in building international brand competitiveness [4][5] Group 3: Location Significance - Hangzhou was chosen for its recent successful overseas cases and its reputation as a city that values craftsmanship, with many passionate entrepreneurs eager to make their mark globally [6] - Qiantang has a history of foreign investment cooperation and successful overseas ventures, making it a strategic location for the conference [6] Group 4: Agenda and Participation - The agenda includes a full day of brand sharing sessions, with a parallel session focused on practical cooperation in the UAE market [6][7] - The event will retain networking opportunities for brands interested in the UAE market, with representatives from various trade organizations attending [7] Group 5: Company Evolution - Over the past 15 years, the company has transitioned from bringing foreign enterprises to China, to supporting domestic startups, and now aims to assist numerous companies in their global expansion efforts [7]