最近，来自世界知识产权组织的一组数据，再次印证了我国在人工智能领域的综合实力：我国已成为全球人工智 能专利最大拥有国，占比达60%。世界知识产权组织助理总干事夏目健一郎表示："在生成式人工智能领域的全球 十大专利持有者中，超半数是来自中国的企业和科研机构。" 人工智能是引领新一轮科技革命和产业变革的战略性技术。尤其是随着大模型和生成式AI发展，进一步带动全球 范围内的人工智能创新。 这轮人工智能浪潮中，中国正视差距、加倍努力、不断超越。目前，我国人工智能研究论文的数量、质量均居于 全球第一梯队，人工智能企业数量位居全球第二，还是诸多人工智能开源社区的重要贡献者。 这些成绩，是在我国加快实现高水平科技自立自强的大背景下取得的。近些年来，我国科技创新遇到了前所未有 的外部挑战，人工智能就是饱受制裁打压的领域之一。比如，美国一直限制高阶芯片对我国的出口，想以此来遏 制中国科技发展。 人工智能领域"开花结果"，与我国在这方面的前瞻性布局密不可分。2015年，国务院出台《关于积极推进"互联 网+"行动的指导意见》，首次将"人工智能"纳入重点任务；2017年，《新一代人工智能发展规划》印发；2021 年，人工智能在"十四 ...

摘要 1、今天，A股三大指数再度收跌，不过有超3500只个股上涨，小盘股表现突出， 汽车零部件板块逆势上涨，外交部重磅发布。 2、 盘点历史五一节前后走势， 哪些板块机会更大？ 3、 上天天基金APP搜索【777】 领98元券包 ，优选基金10元起投！限量发放！先到先得！ 真话白话说财经，理财不说违心话 --这是第1343 篇白话财经- - 今天，A股三大指数继续收跌，但有超3500只个股上涨，小盘股表现突出，北证50、国证2000、中证1000等小盘股指数领涨。 （图片来源：东方财富APP，统计截至2025/4/29，不作投资推荐） 两市成交额1.02万亿元，节前资金有些无心恋战了。盘面上，汽车零部件、传媒、食品饮料等板块逆势上涨，电力、银行等板块下跌。 分析人士认为， 短期市场或有一定调整压力，但调整也为投资者提供配置良机，5月A股有望迎来反弹窗口。 一则消息，这一板块大涨 今天，小盘股扛起了领涨大旗。汽车零部件板块在利好下涨超2%。 一方面，科技板块以技术突破来提供生产力的底层逻辑未变； 另一方面，扩内需促消费政策持续加码，加强国内大循环以对冲外需走弱。红利板块则在市场下行期间，防御风格抬头时相对优势更 ...

Group 1 - The National Natural Science Foundation of China (NSFC) will implement governance measures for talent projects to enhance the effectiveness of funding and ensure resources are directed towards innovative frontline researchers by 2025 [1] - In 2024, China's basic research funding is projected to reach 249.7 billion yuan, reflecting a year-on-year growth of 10.5%, with significant improvements in high-impact papers and international competitiveness [1] - The NSFC aims to strengthen original innovation capabilities by reforming talent projects and establishing a funding mechanism for non-consensus projects, promoting interdisciplinary research and disruptive innovation [1] Group 2 - The NSFC will enhance organized basic research to support economic and social development, expand joint funds to attract more social resources, and explore new support models for private enterprises [2] - A global scientific research fund will be established to facilitate international research funding [2]

最近，来自世界知识产权组织的一组数据，再次印证了我国在人工智能领域的综合实力：我国已成为全 球人工智能专利最大拥有国，占比达60%。世界知识产权组织助理总干事夏目健一郎表示："在生成式 人工智能领域的全球十大专利持有者中，超半数是来自中国的企业和科研机构。" 来源：人民日报客户端 人工智能是引领新一轮科技革命和产业变革的战略性技术。尤其是随着大模型和生成式AI发展，进一 步带动全球范围内的人工智能创新。 这轮人工智能浪潮中，中国正视差距、加倍努力、不断超越。目前，我国人工智能研究论文的数量、质 量均居于全球第一梯队，人工智能企业数量位居全球第二，还是诸多人工智能开源社区的重要贡献者。 人工智能领域良好的发展势头，也让外国投资者更加看好中国科技产业发展前景。高盛发布的报告就预 计："如果中国在基础技术自主创新方面取得更显著进展，并广泛应用具有成本效益的人工智能，那么 中国科技企业盈利将在我们基本预测的基础上提高2%。" 技术没有止境，发展未有穷期。应当看到，我们在人工智能基础理论、关键核心技术等方面还存在短板 弱项。面对新一代人工智能技术快速演进的新形势和日趋激烈的全球科技竞争，牢牢把握人工智能发展 机遇，充分 ...

Group 1 - The core viewpoint emphasizes the role of finance in supporting national strategies, poverty alleviation, and technological independence, showcasing the commitment of professionals like Wu Bin in the financial sector [1][2] - Wu Bin has been instrumental in facilitating significant IPOs, such as Huahong Semiconductor, and breaking foreign monopolies in medical imaging by assisting United Imaging Healthcare in its listing on the Sci-Tech Innovation Board [1] - The introduction of the first domestic green securities and the promotion of green finance initiatives across multiple regions, including airports and rail transit, highlights the push towards sustainable development [1] Group 2 - Wu Bin's leadership in the 13.8 billion yuan CMBS project demonstrates the ability to bridge financial capital with the real economy, ensuring successful project execution [2] - The establishment of youth service points for state-owned enterprises under Wu Bin's guidance fosters resource sharing and collaboration among young professionals, encouraging their involvement in innovative industries [2] - Wu Bin's approach to finance emphasizes practical action and community engagement, reinforcing the idea that finance serves the people through tangible efforts in various sectors [2]

Core Insights - The national trade friction response meeting highlighted that China is entering a high-intensity phase of trade friction, emphasizing the need for confidence, strategy, and innovation in the face of challenges [1] - China's nuclear power industry has successfully reduced reliance on foreign technology, achieving over 95% localization in key equipment and demonstrating significant advancements in self-developed technologies [1][2] - The nuclear power sector has matured its supply chain, with major companies like China General Nuclear Power Group (CGN) achieving 100% domestic equipment capability for nuclear power plants [1][2] Industry Developments - Since 2016, particularly after the U.S. placed certain Chinese state-owned enterprises on the entity list in 2019, the nuclear power sector has accelerated its self-sufficiency efforts across various fields, including equipment manufacturing and software design [1] - Domestic manufacturers such as Dongfang Electric and Shanghai Electric have developed the capability to produce core equipment like pressure vessels and steam generators [2] - The nuclear fuel component production has transitioned to domestic technology, with ongoing advancements in fuel component research and development [2] Strategic Responses - The nuclear power industry has adopted a collaborative approach with upstream and downstream partners to identify and address potential vulnerabilities in the supply chain due to trade tensions [2] - The industry has expressed confidence in its ability to compete with global leaders like the U.S. and France, asserting that it can not only match but also surpass their nuclear technology in several areas [2]

Core Viewpoint - The construction of a resilient scientific research system is essential for ensuring national technological security and achieving self-reliance in science and technology, especially in the context of increasing global technological competition and geopolitical tensions [3][8]. Group 1: Challenges to the Research System - The scientific research system faces multiple challenges, including accelerated technological iteration, interdisciplinary collaboration risks, sudden public events, and uneven resource distribution [2][4]. - The rapid development of technology brings ethical and regulatory issues, as well as disruptive changes in research paradigms, posing adaptability challenges to traditional research organizational models [2][3]. Group 2: Necessity for a Resilient Research System - A resilient research system is particularly necessary for China due to increasing international competition and sanctions from developed countries, which hinder international research cooperation and access to research facilities [3][4]. - The lack of an independent and self-sufficient research ecosystem in China, along with limited international academic discourse power and weak foundational research, necessitates the establishment of a resilient research system [3][4]. Group 3: Strategies to Enhance Resilience - Enhancing the resilience of the research system should focus on four aspects: technological resilience, institutional resilience, organizational resilience, and social resilience [4][5]. - Strengthening technological resilience involves improving independent innovation capabilities and developing backup plans for critical technologies to mitigate risks from potential technological blockades [4][5]. - Institutional resilience requires continuous evolution and improvement of existing systems to enhance risk resistance, including the establishment of flexible legal frameworks and risk assessment mechanisms [5][6]. - Organizational resilience can be improved by increasing flexibility in resource allocation and fostering collaboration among various research entities to optimize strategies and share resources [6][7]. - Social resilience emphasizes the importance of public engagement and support for scientific research, enhancing scientific literacy, and fostering a stable social environment for technological development [7][8].

LSEG 《前瞻》中国4月底政治局会议料不轻易露"底牌"，但会释放增量信号振奋信心 - Reuters News み 2025年4月25日 10:09:44 上午 中国财长和央行行长近日出席二十国集团（G20）会议，蓝佛安强调中国主张通过平等对话协商解决贸易和关税争议；潘功胜则表示 各方应加强合作，努力避免全球经济滑向'高摩擦、低信任'的轨道。 **明确增量预期** 张迪认为，4月政治局会议或释放更加积极的工作基调：一方面、加快已有政策工具的落实、包括加快政府债券的发行进度、为下半 年政策加码腾出空间；另一方面，给出增量政策信号， 待外部环境进入稳态后， 适时推出政策储备。 路透北京4月25日 - 中国4月底即将召开政治局会议，为全年经济工作开展"划重点"。但鉴于中美谈判形势尚未明晰，分析人士普 遍预期，会议可能难见"大水漫灌"式激进策略. 因为不轻易亮出全部"底牌"。预计随着贸易战进展"攻守兼备", 择机出动, 不过他们认为，总体会议在强调落实既有政策基础上，也会释放增量政策信号提振信心。具体来看，刺激内需尤其是消费的政策将 逐渐浮出水面, 如提高居民收入、提供育儿补贴等, 后续聚焦与社会保障体系密切相关的 ...

1、新思想引领新征程】建设国之重器 筑牢科技自立自强根基； 2、《习近平经济思想系列讲读》节目研讨会在京举行； 3、"十四五"生态保护修复预期目标基本完成； 4、一季度我国装备制造业增加值同比增长10.9%； 5、一季度我国电子商务保持较快增长； 6、电商平台多举措助推外贸企业开拓内销渠道； 7、神舟二十号发射在即 各系统准备就绪； 8、【在希望的田野上】各地高效有序推进春耕春管； 9、国务院新闻办召开"新征程上的奋斗者"中外记者见面会； 10、教育部增设29种普通本科新专业； 11、全国人大常委会启动工会法执法检查； 12、一季度西部陆海新通道进出口规模创新高； 13、一季度金融机构春耕备耕信贷投放力度加大； 14、超135亿元节能减排补助资金预算下达； 15、水利部启动干旱防御四级应急响应； 16、我国已建立三级预防接种服务网络； 17、港珠澳大桥珠海公路口岸一季度进出口创新高； 18、我国首批1000千瓦电池动力机车在大连下线； 19、"何以中国·闽山闽水物华新"网络主题宣传活动在福建武夷山启动； 20、美国领先经济指数3月下跌0.7% 多国人士表示关税政策将使美国自我孤立； 21、俄称打击乌军用机场 ...

每经记者 任飞 每经编辑 肖芮冬 4月22日，财通成长优选公布2025年一季度报告，加上此前披露一季报的大摩数字经济、银华数字经 济，2024年主动权益类基金普通股票型、偏股混合型、灵活配置型基金的业绩冠军一季报全部揭晓。 基金经理金梓才在一季报中总结道，一季度持仓板块进行了大幅调整，基本完全减持了海外算力板块， 结合美国经济现状，以及北美算力投资进入到第三年，海外算力板块后续出现风险的概率可能会加大。 与此同时，银华数字经济A今年一季度的净值增长率达到12.80%，大摩数字经济A同期业绩则录得 1.31%收益率。从两只基金的重仓股调整来看，也都出现了较大的变化。 大摩数字经济一季报显示，新进重仓科泰电源、蓝思科技、胜宏科技等个股，此前重仓的英维克、润泽 科技、海光信息等均获得加仓。基金经理雷志勇表示，该基金聚焦于数字化、智能化为代表的数字经济 板块，一季度增配的国产智算基础设施对基金净值有所贡献。 银华数字经济一季报披露的重仓股也出现不少新面孔，中芯国际、恒玄科技新进成为前两大重仓股，兆 易创新、道通科技的环比加仓幅度超过100%。基金经理王晓川表示，继续聚焦在政策支持的新质生产 力、高水平科技自立自强方向 ...