嘉宾：创世伙伴创投创始主管合伙人 周炜 当下，AI与机器人赛道正经历从底层技术突破到应用落地的关键转折期。作为创世伙伴创投的创始主 管合伙人，周炜以其技术出身的背景和跨越互联网、硬科技多轮周期的投资经验，对行业趋势有着独到 判断。 近日周炜与新浪科技《科创100人》栏目对话。在对话中，周炜表示，大模型行业正经历残酷洗牌，但 惨烈程度远不及当年的电商大战。未来可能仅存1-3家真正的大模型巨头，而无法跻身头部的企业将转 向垂直领域发展。周炜还谈到，真正的技术价值在于解决实际问题，呼吁投资者更关注AI应用层而非 盲目追逐底层技术热潮。 文 | 新浪科技 徐苑蕾 期数：No.74 谈及当下风险投资机构的退出机制，周炜指出，并购仍是最主要的退出方式，而IPO则象征企业进 入"成年阶段"，健康的二级市场对于投资机构的退出同样至关重要。周炜坦言，近年来，中国企业上市 数量减少，导致当前资本市场面临"堰塞湖"困境，亟需疏通退出通道以维持创投生态的良性循环。 谈大模型竞争：行业分化是必然趋势 近两年，大模型行业经历了一轮显著的洗牌，许多公司因商业化困难、资金链断裂或竞争压力倒闭或寻 求收购。行业呈现"强者愈强"的马太效应，随着 ...

Group 1 - Xiaomi Auto refutes rumors regarding accidents during advanced driving training, emphasizing the importance of the training despite potential risks, and plans to take legal action against those spreading false information [1] - BYD and Alibaba Cloud deepen their collaboration by integrating the Mobile-Agent AI into BYD's vehicle system, enhancing user interaction and driving experience through voice commands [2] - Li Auto establishes two new divisions focused on "space robots" and "wearable robots," indicating a strategic upgrade in its AI initiatives aimed at improving user experience and potentially expanding into the wearable technology sector [3] Group 2 - BMW plans to restart the development of its range extender (REx) system, with the first model expected to be the sixth-generation X5, addressing market demands for extended range and charging infrastructure challenges [4] - Youjia Innovation secures a key project with Changan Automobile for an auxiliary driving domain controller, enhancing its competitive edge in the smart driving sector and contributing to the development of intelligent driving ecosystems [5]

2025 年 6 月 2 日， 斯坦福大学 黄柯鑫 、 Serena Zhang 、 王瀚宸 、 屈元昊 、 陆荧洲 等研究人员领衔的团队，联合 Genentech、Arc Institute、 加州大学 旧金山分校及 普林斯顿大学等 多个顶尖研究机构，发布了一款 通用生物医学 AI 智能体 —— Biomni ，该智能体能够自主完成横跨遗传学、基因组学、微生物 学、药理学和临床医学等多个生物医学分支领域的复杂研究任务 。 Biomni 的诞生标志着 AI 在生物医学研究中从"工具使用者"向"自主决策者"的跃迁 。通过将分散的科研资源整合为可操作的 智能体行为单元 ，不仅破解了传统 研究流程的碎片化瓶颈，更可能催生跨学科、高通量的自主 化科学发现引擎 。 该研究以： Biomni: A General-Purpose Biomedical AI Agent 为题，发表在了预印本平台 bioRxiv 上，研究团队在 biomni.stanford.edu 开放免费注册和使用 编辑丨王多鱼 排版丨水成文 生物医学研究是增进人类对健康和疾病的理解、推动药物研发以及提升临床护理水平的基础。 然而，在生物医学实验室中， ...

证券代码：002093 证券简称：国脉科技 国脉科技股份有限公司 投资者关系活动记录表 编号：2025-012 | | 特定对象调研 □分析师会议  | | | --- | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | | □新闻发布会 □路演活动 | | | | □现场参观 | | | | □其他（请文字说明其他活动内容） | | | 活动参与人员 | 民生证券通信行业首席分析师马天诣 | | | | 国脉科技董事长陈维先生 | | | | 国脉科技董事会秘书张文斌先生 | | | 时间 | 2025 年 6 月 9 日（星期一） | | | 地点 | 公司会客室 | | | 形式 | 线下交流 | | | 交流内容及具体 | 本文中所涉及的未来计划、发展战略等前瞻性描述不 构成公司对投资者的实质承诺，敬请投资者注意投资风险。 | | | | 1、国家发布的开展智能养老服务机器人应用试点通知， | | | | 公司深耕智能养老产业多年，是否有计划申报？ | | | | 答：公司身联网技术、人工智能产品、养老应用场景及 | | | 问答记录 | 配套服务能力与国 ...

Core Points - The third United Nations Ocean Conference, co-hosted by France and Costa Rica, opened in Nice, France on June 9 [1] - The China National Ocean Information Center led a side event titled "Smart Ocean: Innovative Science Leading Action for a Sustainable Future" [1] - The Ministry of Natural Resources of China publicly released the China Global Ocean Fusion Dataset 1.0, which integrates over 40 different data sources and includes China's independent ocean observations [1] Summary by Categories Dataset Features - The China Global Ocean Fusion Dataset (CGOF1.0) has a time span of up to 60 years and a spatial resolution of 10 kilometers [1] - The dataset incorporates advanced AI technologies such as deep learning, transfer learning, and machine learning, resulting in improved accuracy compared to mainstream foreign datasets [1] International Collaboration - The event highlights China's commitment to international collaboration in ocean data sharing and sustainable ocean management [1] - The integration of diverse data sources reflects a global effort to enhance oceanic research and monitoring [1]

汽车周观点： 5月第5周乘用车零售环比+17.1%，继续看好汽车板块 证券分析师 ：黄细里 执业证书编号：S0600520010001 联系邮箱：huangxl@dwzq.com.cn 2025年6月9日 请务必阅读正文之后的免责声明部分 核心结论 注：若无特殊说明，"本周"均代表2025.6.2-2025.6.8 2 （ ◼ 本周复盘总结：五月第五周交强险45.8万辆，环比上周/上月周度+17.1%/+10.1%。 ◼ 本周细分板块涨跌幅排序：SW摩托车及其他(+3.6%) > SW乘用车(+0.8%)>SW汽车 零部件(+0.3%) > SW汽车（+0.2%）>SW商用载客车(-2.6%) >SＷ商用载货车(-6.7 %) 。本周已覆盖标的长华集团、旭升集团、春风动力、理想汽车-W、长安汽车涨幅 前五。 ◼ 本周行业核心变化：1）小鹏和华为合作研发了全球首个真正融入AI智驾的HUD解决方 案——追光全景抬头显示系统，将由小鹏汽车旗下车型小鹏G7首发搭载；2）保隆科 技成功举办"保隆技术日" ，深化与宝马集团技术交流；3）搭载小马智行第七代自动 驾驶系统的广汽埃安霸王龙自动驾驶车辆，正式获得智能网联汽车道路 ...

未经许可，不得转载或者引用。 投资要点 核心结论： 本周复盘总结：五月第五周交强险45.8万辆，环比上周/上月周度+17.1%/+10.1%。 本周细分板块涨跌幅排序：SW摩托车及其他(+3.6%) > SW乘用车(+0.8%)>SW汽车零部件 (+0.3%) > SW汽车（+0.2%）>SW商用载客车(-2.6%) >SＷ商用载货车(-6.7%) 。本周已覆盖标 的长华集团、旭升集团、春风动力、理想汽车-W、长安汽车涨幅前五。 本周行业核心变化：1） 小鹏和华为合作研发了全球首个真正融入AI智驾的HUD解决方案—— 追光全景抬头显示系统，将由小鹏汽车旗下车型小鹏G7首发搭载 ；2） 保隆科技成功举办"保 隆技术日" ，深化与宝马集团技术交流； 3） 搭载小马智行第七代自动驾驶系统的广汽埃安霸 王龙自动驾驶车辆，正式获得智能网联汽车道路测试牌照，在广州和深圳开启公开道路测试； 4） 小马智行6月3日发布公告称以5000万元入股格蓝若智能机器人，获10%股份和一席董事会 席位。 5） 三部委约谈车企一把手倡议汽车反内卷，不要无底线打价格战。 6） 特斯拉人形机 器人项目负责人离职。 板块观点重申：继续坚定看好汽 ...

新消费市场关注度显著提升，投资者积极寻找潜力股，但传统龙头公司 的高分红和竞争力亦带来投资机会。华泰证券建议关注能反映未来消费 趋势、提供情绪价值的消费品，如潮玩、黄金珠宝、美妆等。 新消费板块波动性预期增加，但部分龙头公司业绩超预期增长驱动股价 上涨，估值虽不便宜，但相对于未来复合增长率，PEG 小于 1，市场空 间大、竞争力强、产品上限高的公司仍值得重点推荐。 2025 年新消费投资主线包括国货崛起、情绪消费、银发经济及 AI 智能 家居。必选消费方面，重视大市值白马股价值重估，关注 AH 溢价较大 或即将港股 IPO 的大市值公司。 潮玩行业 IP 运营成熟，渠道拓展多样，海外市场确定性增加，资金层面 估值体系容忍度提高。泡泡玛特和名创优品作为龙头公司，在多元化变 现和海外市场拓展方面表现突出。 茶饮行业景气度较高，连锁茶饮仍是首推赛道。蜜雪冰城跳脱出茶饮品 类，更具生命久期，长期隐形壁垒深厚，值得关注。古茗的区域效率最 大化模式构成其独特护城河，成长空间值得期待。 再论新消费的投资节奏、方向 20250609 摘要 Q&A 对于当前新消费市场的关注度如何评价？ 当前新消费市场关注度极高，从去年（202 ...

Investment Rating - The report maintains a "Recommended" investment rating for the AI industry, highlighting the continuous evolution of domestic agents and the promotion of universal protocols for systematic applications [2]. Core Insights - The AI agent field is experiencing rapid advancements, with capabilities doubling approximately every seven months since the release of ChatGPT in 2022, leading to an exponential increase in the tasks that AI agents can complete [5]. - Major internet companies are competing to capture the AI internet era's new interaction entry point, with AI agents inheriting the core attributes of the app era and showing advantages in service delivery, network effects, and developer ecosystems [9]. Summary by Sections Section 1: Domestic Intelligent Agent Technology Innovation - The report discusses the launch of ByteDance's Coze Space, a universal agent product designed to facilitate efficient collaboration between users and AI agents, enabling the completion of complex tasks [13][14]. - Coze Space features two collaboration modes: an exploration mode for lightweight tasks and a planning mode for complex needs, allowing for real-time user input during task execution [17]. Section 2: MCP Open Protocol Continues to Expand - The introduction of the Agent2Agent (A2A) open protocol by Google aims to enable communication and secure information exchange between different AI agents, enhancing collaborative task execution across platforms [69]. - A2A facilitates interactions between client and remote agents, allowing for capability discovery, task management, and secure collaboration, thereby increasing operational efficiency [72]. - Microsoft announced plans to leverage the MCP to create an open "agentic web," where AI agents can autonomously initiate tasks and collaborate with minimal human oversight [80]. Section 3: Related Targets - The report identifies several companies involved in AI agent development, including Zhuoyi Information, which is focused on low-code integrated development environments (IDEs) that incorporate AI capabilities to enhance coding efficiency [84]. - Puyuan Information is integrating advanced large model capabilities into its low-code development platform, enhancing developer productivity through intelligent assistance [89]. - Hehe Information has launched an MCP server service for document processing, significantly improving the efficiency of intelligent document handling tasks [90].

Group 1 - The machine tool industry is crucial in manufacturing, often referred to as the "mother machine" [1] - The 2025 Xi'an International Machine Tool Exhibition showcased over 600 global machine tool companies, focusing on ten key technological directions including five-axis precision machining and AI intelligent manufacturing [1][2] - The exhibition expanded from 2 to 4 halls, increasing the scale by 40%, and attracted 27,883 professional visitors [2] Group 2 - The exhibition highlighted innovative products addressing industry upgrade pain points, with over 60% of attendees from sectors like aerospace, high-end equipment, and automotive manufacturing [2] - Companies are striving to enhance quality and move towards international standards in response to existing challenges in the domestic machine tool industry [4][6] - China's machine tool industry is currently the largest in the world, but it faces issues such as insufficient high-end industrial chain and lack of independent innovation capabilities [3] Group 3 - The DJF-CNC-2500 five-axis CNC machine showcased by 德拉赫 is designed for complex parts in the automotive and aerospace industries, emphasizing high precision and efficiency [4] - The introduction of the "walking heart" CNC lathe, which can perform multiple machining processes, reflects the evolution of precision machining equipment in China [5] - Recent government policies have significantly supported the development of the machine tool industry, fostering technological innovation and industry upgrades [6]