空间智能
Search documents
中美AI巨头都在描述哪种AGI叙事?
腾讯研究院· 2026-01-14 08:33
以下文章来源于腾讯科技 ,作者博阳 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号,在这里读懂科技! 博阳 本文作者 徐青阳 编辑 在刚刚过去的2025年,我通读了大约两百篇人工智能领域的论文。 如果用一个词来形容这一年的技术体感,那就是"暴力美学"代的终结。 单纯依靠堆砌参数摘取低垂果实 的日子已经过去,2025年的技术进化回归到了基础研究。 这篇文章,我想通过梳理这一年的技术脉络,明确三个结论: 第一,2025年,技术进步主要集中在流体推理 (Fluid R easo ning) 、长期记忆 (Long-term Memory) 、空间智能 (Spatial Intelligence) 以及元学习 (Meta- learning) 这四个领域。 原因在于Scaling Law在 单纯的参数规模上遇到了边际效应递减,为了突破 AGI 的瓶颈,业界被迫寻找新的增长点,即从"把模 型做大"转向把"模型做聪明"。 第二,现在的技术瓶颈主要在模型要"不仅要博学,更要懂思考和能记住"。 通过Yoshua Bengio提出的 AGI框架 (基 于 C HC认知 理论 ) ,我们发现之前的AI存在严重的"能力偏科" :它在一 ...
李飞飞引领空间智能革命 五一视界(6651.HK)卡位物理AI赛道
Zhong Jin Zai Xian· 2026-01-14 07:33
Core Insights - The core focus of the news is on the advancements in spatial intelligence showcased by Li Fei-Fei at CES, highlighting the transition of AI from understanding text to interacting with the physical world, which has significant commercial implications for companies like 51WORLD [1][2][5] Company Overview - 51WORLD has established a comprehensive physical AI ecosystem that supports the large-scale application of spatial intelligence, leveraging its solid technical foundation and extensive practical experience [1][5] - The company has developed a full-chain closed-loop ecosystem encompassing synthetic data, spatial intelligence models, and simulation training platforms, positioning itself at the forefront of the industry [2][4] Technological Advancements - The quality of synthetic data is crucial for the value of the ecosystem, and 51WORLD has accumulated a vast library of high-quality 3D assets, mastering a comprehensive synthetic data technology path [3] - The synthetic data generated by 51WORLD adheres strictly to real-world physical laws, achieving a realism rate of 90% and ensuring high fidelity in various simulations, which supports the training of spatial intelligence models [3] Innovation in Spatial Intelligence - 51WORLD employs an innovative dual-engine architecture for spatial intelligence model construction, enabling the creation of high-fidelity digital twin environments and enhancing the capabilities of intelligent agents [4] - The Clonova spatial intelligence interaction platform launched by 51WORLD in August 2025 demonstrates advanced contextual awareness and personalized content generation, aligning with the core needs of physical world interaction [4] Industry Impact - The advancements in spatial intelligence are transitioning from conceptual technology to practical industry applications, with 51WORLD's physical AI ecosystem already demonstrating success in sectors such as intelligent driving, smart factories, and energy management [5] - As spatial intelligence emerges as a key area for AI's next chapter, 51WORLD is driving the large-scale application of physical AI, accelerating the realization of a "digital twin physical world" and intelligent interactive spaces [5]
商道创投网·会员动态|流形空间·完成超亿元天使+轮融资
Sou Hu Cai Jing· 2026-01-13 16:19
《商道创投网》2026年1月13日从官方获悉:流形空间(Manifold AI)近日完成了由君联资本、同创伟 业领投,哈勃投资等多家机构跟投的超亿元天使+轮融资。 《商道创投网》创业家会员·单位简介 流形空间成立于2025年5月,是一家专注于通用空间世界模型研发的高科技企业。其核心产品 WorldScape通过海量第一人称视角视频数据进行预训练,能够预测并模拟空间内的物理反馈,使机器人 从旁观者变为改造者。公司创始人武伟博士曾是商汤科技早期核心成员,主导过开悟世界模型的研发。 流形空间在低空经济领域取得了显著进展,其AirScape子模型让无人机在复杂场景下实现自主穿梭。 《商道创投网》创业家会员·本轮融资用途是什么? 流形空间创始人武伟博士表示,本轮融资将主要用于技术研发与产品迭代,进一步优化WorldScape模型 的性能和应用场景。同时,公司还将加大市场拓展力度,推动产品在更多行业的落地应用,提升市场占 有率。 《商道创投网》创投家会员·本轮投资原因是什么? 君联资本董事总经理表示,流形空间的技术实力和市场潜力是吸引投资的关键因素。其WorldScape模型 在空间智能领域的创新性,以及在低空经济等领域 ...
从洗碗工到“AI教母”,她又预言了下一个十年
3 6 Ke· 2026-01-13 07:31
作为"AI教母",李飞飞每次对AI的判断都会成为全球科技的重要风向标,2025年年底,李飞飞发出万字 长文,引发的讨论又一次引爆了硅谷。 她笃定AI的下一个十年是"空间智能"——若AI无法理解物体的深度、距离、遮挡与重力,就永远无法真 正"具身"。她表示,语言是用来描述世界的工具,但不是世界本身。 1月6日,李飞飞应邀站在CES 2026的演讲台上,她也再度强调了"大语言模型终究受制于语言本身"的局 限性。 "一只苍蝇没有万亿级参数,却能在杂乱空间中极速避障、精准着陆。"关于空间智能,网络上流传着这 样一句热梗。在李飞飞发布的万字长文末尾,便提到:"若没有空间智能,我们关于真正智能机器的梦 想将永远不完整。这场探索,是我的北极星。" 这颗恒星对李飞飞来说,意义非凡。它是李飞飞十几岁时,在一次野外徒步中对自然世界的感悟。她在 加州理工学院读博期间,受认知神经科学启发,开始研发"如何教计算机识别物体"。后来她一手缔造 ImageNet数据集,推动计算机视觉领域实现跨越式发展,也是她从寒武纪大爆发与生物视觉起源中攫取 到的灵感。 2025年末,李飞飞创立的World Labs发布首款商用"世界模型"Marble。该 ...
华是科技实控人筹划公司控制权变更
Zheng Quan Shi Bao· 2026-01-12 18:23
Core Viewpoint - Huashi Technology (301218) may undergo a change in control as major shareholders are planning significant matters that could affect the company's ownership structure [2] Group 1: Company Announcement - On January 12, Huashi Technology announced that it received notifications from its controlling shareholders, Yu Yongfang, Ye Jianbiao, and major shareholder Zhang Zhongcan, regarding the planning of significant matters that may lead to a change in control [2] - The company has applied for a trading suspension starting January 13, 2026, for no more than two trading days to ensure fair information disclosure [2] - Following the announcement, Huashi Technology's stock price surged, reaching a high of 17.15% and a market value of approximately 3.4 billion [2] Group 2: Business Developments - Huashi Technology is focused on providing information system integration and technical services for smart city clients and has previously invested in AI and robotics [2] - The company invested 22.5 million in Yuchuang Robotics, acquiring a 15% stake, making it an associate subsidiary [3] - Yuchuang Robotics possesses core technologies in spatial intelligence and embodied intelligence, enhancing the autonomy and intelligence of various unmanned equipment [3] Group 3: Shareholder Actions - Prior to the significant matter planning, shareholders had intentions to reduce their stakes, with Yu Yongfang, Ye Jianbiao, and Zhang Zhongcan planning to sell up to 1.5161%, 1.4732%, and 0.8681% of their shares, respectively [3] - On December 11, 2025, Yu Yongfang reduced his holdings by 579,000 shares, representing 0.5077% of the total share capital, while Ye Jianbiao and Zhang Zhongcan did not sell any shares at that time [3]
华是科技实控人 筹划公司控制权变更
Zheng Quan Shi Bao· 2026-01-12 18:13
Core Viewpoint - Huashi Technology (301218) is undergoing a potential change in control as major shareholders are planning significant matters that may affect the company's ownership structure [1] Group 1: Company Developments - Huashi Technology announced that its controlling shareholders, Yu Yongfang, Ye Jianbiao, and major shareholder Zhang Zhongcan, are in discussions regarding a major matter that could lead to a change in control [1] - The company has applied for a trading suspension starting January 13, 2026, for up to two trading days to ensure fair information disclosure [1] - On January 12, 2026, Huashi Technology's stock price surged by 17.15%, reaching a new high of approximately 3.4 billion yuan in market capitalization [1] Group 2: Investment in Robotics - Huashi Technology invested 22.5 million yuan in Yuchuang Robotics, acquiring a 15% stake, making it an associate subsidiary [2] - Yuchuang Robotics possesses core technologies in spatial intelligence and embodied intelligence, enhancing the autonomy and intelligence of various unmanned equipment [2] - The company aims to promote the large-scale application of Yuchuang Robotics in high-risk operations, precision manufacturing, and intelligent inspection [2] Group 3: Shareholder Actions - Prior to the current significant matter, shareholders had planned to reduce their stakes in Huashi Technology, with Yu Yongfang, Ye Jianbiao, and Zhang Zhongcan intending to sell up to 1.5161%, 1.4732%, and 0.8681% of their shares, respectively [2] - On December 11, 2025, Yu Yongfang reduced his holdings by 579,000 shares, representing 0.5077% of the total share capital, while Ye Jianbiao and Zhang Zhongcan did not sell any shares at that time [2]
2025,AI行业发生了什么?
经济观察报· 2026-01-12 11:48
2025年的帷幕已经落下,这一年中,AI行业无疑走过了极具里程碑意义的一程。从技术范式的革 新,到商业逻辑的重构,从产业应用的落地,到全球规则的博弈,这一年既有突破,也留下诸多思 考。 以下文章来源于经济观察报观察家 ,作者经观观察家 经济观察报观察家 . 理性,建设性 AI已经进入"下半场"。技术边界不再只是把模型做得更大、更 久,而是重新定义问题、重塑评估方式、判断未来路径。越来 越多的企业意识到,AI的核心从"解决问题"转向"提出什么问 题、如何衡量进步",而这种能力往往出现在长期浸泡在一线 研究中的年轻技术派身上。 作者:陈永伟 封图:图虫创意 鉴于AI发展错综复杂,这里只能从十个侧面做一个简要回顾。 在设计原生多模态模型的过程中,很多人逐渐意识到:多模态模型的真正瓶颈,并不在于它能不能 看图、听声音,而在于能否把视觉、语言、时间与空间组织成一个可推理、可行动的统一表征。现 在的大模型在语言上已经高度成熟,却依然缺乏对三维空间、物理约束和因果关系的系统理解。因 此,下一代AI的突破重点,可能并不在于再多几个参数,而在于能否构建对真实世界的内部模型, 使其可以在脑中"预演"行动后果。在这种思路之下,"世 ...
亿道信息(001314) - 2026年1月12日投资者关系活动记录表
2026-01-12 10:28
深圳市亿道信息股份有限公司 | | 同时公司旗下亿道数字(亿道研究院),致力于以长期科技投入 | | --- | --- | | | 构建企业核心竞争力,专注于人工智能、感知技术、空间智能领域, | | | 旨在推动人机交互范式的不断发展进步,吸纳培养优秀的研究+产品复 | | | 合型创新人才。 | | | 2、公司哪个产品销量最好? | | | 答:目前公司产品结构中,笔记本电脑系列的销售收入占整体营 | | | 业收入比重较高。 | | 关于本次活动是 | | | 否涉及应披露重 无 | | | 大信息的说明 | | | 活动过程中所使 | | | 用的演示文稿、 | | | 提供的文档等附 无 | | | 件(如有,可作 | | | 为附件) | | 投资者关系活动记录表 | | 特定对象调研 分析师会议 | | --- | --- | | 投资者关系 | □媒体采访 业绩说明会 | | 活动类别 | □新闻发布会 □路演活动 | | | 现场参观 | | | 其他(线上交流) | | | 申万宏源证券有限公司、协同创新基金管理有限公司、北京正 | | | 和新融资产管理有限公司、杭州图灵资 ...
华为鸿蒙智家闵登峰:“好房子”时代空间智能提升住宅产品力构建消费者持续关怀|产品力100峰会后记
克而瑞地产研究· 2026-01-12 05:06
1月8日,"为更好 启新篇——2025中国房地产产品力TOP100发布会"成功召开。 克而瑞联席董事长、普睿 数智科技董事长丁祖昱先生、克而瑞CEO张燕女士, 普睿数智科技副总裁、合伙人孟音女士 与来自标杆房企 的多位嘉宾,通过主题演讲、圆桌对话,探讨当前房地产行业产品力创新迭代亮点及未来发展趋势,为企业 提供实践参考与启示,为行业产品力发展助力。 当前传统智能家居存在功能单一、被动响应、数据孤岛、无法持续升级等痛点,本质上仍停留在 "控制工 具" 的层面,类似为家庭提供 "工人",难以满足消费者深层次需求。 产品力100 点击图片查看大会实录 华为终端鸿蒙智家解决方案部总经理 闵登峰 做《"好房子"时代:空间智能提升住宅产品力构建消费者持续关怀》 主题演讲 ,主要内容如下: 华为终端鸿蒙智家解决方案部总经理 闵登峰 一、地产新建住房的智能化已成为不可逆转的趋势 从行业趋势来看,住宅智能化渗透率正加速提升。根据奥维数据显示,精装房智能化配套率从 2020 年的 5% 跃升至 2024 年的 30%,2025 年达到 40% 左右;华为鸿蒙智家 C 端智能化签单占比更是从 2021 年的 0.1% 快速增长至 ...
当AI拥有了“空间脑” ——读《空间智能》
Shang Hai Zheng Quan Bao· 2026-01-11 18:51
Core Insights - The article discusses the emergence of spatial intelligence as a new cognitive ability enabled by advancements in artificial intelligence, reshaping the relationship between humans and technology [2][4]. Summary by Sections Conceptual Framework - Spatial intelligence is defined as a comprehensive cognitive system that integrates perception, understanding, reasoning, and action, surpassing traditional computer vision limitations [2][3]. - The author introduces three foundational theories: three-dimensional perception, spatial reasoning, and multimodal generation, which together form the core framework for understanding spatial intelligence [2][3]. Technological Evolution - The evolution of spatial intelligence technology is traced from "single perception" to "integrated understanding," and finally to "creative interaction," mirroring human cognitive development [4]. - The transition from two-dimensional to four-dimensional representations highlights the continuous enhancement of representational capabilities, driven by advancements in deep learning and sensor technology [5]. Investment and Commercialization - The author analyzes the investment trends in the spatial intelligence industry through the lens of economist Carlota Perez's theory, identifying the VR investment boom around 2016 as a typical "installation phase" [6]. - The historical overview of investment cycles reveals a shift from early VR hype to enterprise-level AR applications, influenced by the pandemic and technological advancements [6][7]. Human-Machine Collaboration - The article emphasizes a fundamental shift in human-machine relationships from simple assistance to deep integration, redefining how technology shapes human capabilities [8][9]. - Empirical evidence from the use of augmented reality in medical training shows significant improvements in learning efficiency and error reduction, illustrating the transformative potential of spatial intelligence [9][10]. Future Outlook - The author envisions spatial intelligence as a new paradigm for human cognition and interaction with the universe, suggesting it will redefine humanity's relationship with the cosmos [11]. - The book provides a comprehensive theoretical framework and practical insights for developers, investors, policymakers, and business leaders, particularly in the context of the rapid development of generative AI [11].