Core Insights - Taobao is accelerating the implementation of AI technology in consumer scenarios with a new feature called "AI Universal Search" currently in gray testing [3] - This innovative search function represents a significant transformation in the e-commerce search model, moving away from traditional keyword matching to a conversational interaction approach [3][4] - The system can understand user queries in natural language and generate a comprehensive "answer report" that includes product links, review videos, and purchasing guides [3][4] Feature Details - "AI Universal Search" allows users to ask questions in everyday language, such as "What are some simple style dresses suitable for new employees?" or "Recommendations for practical gifts under 500 yuan for my father?" [3] - The system breaks down key dimensions like cost-performance ratio, budget range, and battery life when users input queries like "How to choose a phone," providing a layered product recommendation scheme [4] - Users receive tailored "avoid pitfalls" reminders and pairing suggestions, with the system guiding them to refine their queries if they are not satisfied with the results [4] Technical Capabilities - The feature relies on Alibaba Cloud's Tongyi large model technology, combined with Taobao's vast product data and user behavior insights, enabling strong semantic understanding and content generation capabilities [4] - The system dynamically organizes information based on user needs, providing personalized recommendations, such as suggesting air conditioners suitable for small apartments along with installation tips and user reviews [4] - "AI Universal Search" also incorporates a "shopping preference" function using collaborative filtering algorithms, allowing the AI to understand user tastes and preferences, achieving a level of personalization previously unattainable by other platforms [4] Additional Information - It remains unclear whether "AI Universal Search" utilizes other models like DeepSeek in addition to Tongyi Qianwen, and whether the search data is based on product details or user-generated content [5]

Core Viewpoint - The global location intelligence software market is projected to reach $1.95 billion by 2031, with a compound annual growth rate (CAGR) of 8.1% in the coming years [1]. Market Overview - The leading manufacturers in the global location intelligence software market include Esri, Precisely, Alteryx, Qlik, CARTO, SAS, VIAVI Solutions, Kalibrate, Connectbase, and GapMaps, with the top ten companies holding approximately 73.0% market share in 2024 [5]. - Cloud-based solutions dominate the product type segment, accounting for about 58.2% of the market [6]. - Large enterprises represent the primary demand source, capturing around 64.8% of the market share [7]. Key Drivers - The advancement of mobile devices, social media, and the Internet of Things (IoT) has generated a vast amount of location-related data, which location intelligence software can leverage for deeper analysis and insights [8]. - Location intelligence software aids businesses in gaining competitive advantages by enhancing customer experience, service, marketing strategies, and optimizing operations and resource management [8]. - Government regulations regarding the collection, storage, sharing, and use of location data can promote the development and application of location intelligence software while ensuring user privacy and security [8]. Major Obstacles - The need to collect and analyze user location data may involve sensitive personal information and trade secrets, posing risks if data is leaked, altered, or misused [9]. - Integrating multiple data sources, platforms, and tools can increase technical complexity and costs, with potential compatibility issues due to a lack of unified standards [9]. - Location intelligence software is subject to legal regulations that may change over time, such as the EU's General Data Protection Regulation (GDPR), which imposes strict requirements on location data handling [9]. Industry Development Trends - Location intelligence software is applicable across various industries, including retail, logistics, tourism, healthcare, education, and government, helping organizations improve efficiency, reduce costs, increase revenue, and enhance competitiveness [10]. - As user awareness and trust in location intelligence software grow, its applications may expand into areas like smart cities, autonomous driving, social media, gaming, and advertising [10]. - The quality and accuracy of data are crucial for the performance and value of location intelligence software, with advancements in data collection, processing, and analysis technologies expected to enhance data quality [13]. - Artificial intelligence and machine learning are vital supporting technologies for location intelligence software, enabling the extraction of valuable information from large datasets and the discovery of hidden patterns [13].

来源：环球网 【环球网科技报道 记者 郑湘琪】当前在技术创新与文化融合双重驱动下，中国游戏出海成果丰硕。中 国音像与数字出版协会发布的《2025年1-6月中国游戏产业报告》显示，今年1至6月，中国自研游戏海 外市场实际销售收入达95.01亿美元，同比增长11.07%。 面对全球互联网生态的快速变化，Moloco如何以AI驱动的广告技术，助力中国开发者构建可持续增长 模式？对此，记者与Moloco相关负责人进行了交流。 值得一提的是，在联网电视 (CTV)层面，Moloco 目前已经实现了程序化的、结合机器学习模型的精准 投放和精准衡量。杜恔透露，Moloco的CTV产品正在以非常快的速度推进，已经能支持以CPI（每次安 装费用）为目标的优化。"而且这个CPI可以是移动游戏里的'I'，也可以是PC游戏的'I'，也可能是 Consloe游戏的'I'，实现跨设备、跨场景的用户行为识别，实现从曝光到转化的全流程识别和优化。现 在Moloco 的 CTV 解决方案已覆盖游戏、体育等多个垂直领域，并与 TVING 等领先平台建立深度合 作，我们将持续为广告主创造更大价值。" 加码全球布局：从"围墙花园"外挖掘增量市场 当 ...

Group 1 - Micron Technology's stock price decreased by 5.04% to $115.9 per share, with a trading volume of $597 million and a total market capitalization of $129.707 billion as of August 20 [1] - For the fiscal year ending May 29, 2025, Micron Technology is projected to have total revenue of $26.063 billion, representing a year-over-year growth of 50.12%, and a net profit attributable to shareholders of $5.338 billion, reflecting a staggering year-over-year increase of 4997.25% [1] Group 2 - Micron Technology is a global leader in the semiconductor industry, offering a wide range of high-performance memory and storage technologies, including DRAM, NAND, NOR Flash, and 3D XPoint memory [2] - The company has a 40-year history of technological leadership, with its memory and storage solutions driving disruptive trends in key market areas such as cloud data centers, networking, mobile, artificial intelligence, machine learning, and autonomous vehicles [2] - Micron's common stock (MU) is traded on the NASDAQ exchange [2]

Core Insights - Fourth Paradigm has maintained its leadership in the Chinese machine learning platform market for seven consecutive years, indicating its expanding technological leadership and market competitiveness since first leading in 2018 [1] - The company is positioned as a leader in the large model development platform evaluation, alongside major players like Baidu and Alibaba, showcasing its role in driving technological advancements [1] Group 1: Market Performance - Fourth Paradigm's market size for 2024 is projected at 1,189.4 million RMB, up from 1,001.4 million RMB in 2023, reflecting a growth rate of 18.8% [7] - The company's market share in 2024 is estimated at 34.5%, maintaining its position as the largest player in the market [7] - Huawei Cloud follows closely with a market size of 1,096.1 million RMB and a market share of 31.8%, growing at 9.5% [7] Group 2: Competitive Advantages - The core competitive strengths of Fourth Paradigm include a platform-based product strategy that lowers technical application barriers and enhances the efficiency of AI deployment [4] - The company offers cross-industry solutions across finance, energy, manufacturing, and retail, creating a reusable industry know-how system [5] - Fourth Paradigm serves over 161 Fortune Global 500 companies, enhancing their core competitiveness through AI, establishing a value enhancement cycle [6] Group 3: Technological Innovations - Fourth Paradigm's large model development platform supports integrated management throughout the model lifecycle, from data management to deployment and monitoring [9] - The company has developed its own large model inference framework, SLXLLM, which improves inference performance by ten times [9] - It supports over 20 domestic chips and computing environments, optimizing resource management to maximize computing efficiency and reduce IT infrastructure costs [9] Group 4: Industry Applications - Fourth Paradigm has achieved significant results in various industries, such as improving financial fraud detection accuracy by 316% for a leading bank [12] - In manufacturing, it developed a 3D parts management system that reduced lifecycle costs by over 100 million RMB [12] - The company implemented a customized production and sales coordination solution for a retail enterprise, increasing inventory turnover by 40% [12] - In the energy sector, it enhanced chemical price prediction accuracy to 98% [12]

Domestic Market Overview - The domestic market experienced a rise in both volume and price, with the Shanghai Composite Index closing at 3728.03 points, up 0.85%, and the Shenzhen Component Index closing at 11835.57 points, up 1.73% [1][11] - A total of 28 out of 30 sectors in the CITIC first-level industry index saw gains, with notable increases in telecommunications, computers, and defense industries, while only real estate and petroleum sectors experienced slight declines [1][11] - The total trading volume of the A-share market reached 280.91 billion yuan, significantly higher than the previous day [1][11] Overseas Market Overview - The three major U.S. stock indices closed mixed, with the Dow Jones down 0.08%, the S&P 500 down 0.01%, and the Nasdaq up 0.03% [2] - The Wande American Technology Seven Giants Index fell by 0.15%, with Facebook dropping over 2% [2] News Highlights - The State Council, led by Premier Li Qiang, emphasized the need to enhance the effectiveness of macroeconomic policies and stabilize market expectations [12][15] - The Zhejiang Provincial Government issued a three-year action plan (2025-2027) to accelerate the development of the first-store economy, aiming to add over 2000 new urban brand first stores by 2027 [18] - The China Automotive Industry Association reported that 13 companies' 49 vehicle models met five compliance requirements for automotive data security [19] Industry Insights - The AI public cloud service market in China is projected to reach 19.59 billion yuan in 2024, reflecting a year-on-year growth of 55.3% [21] - The cold chain logistics sector showed steady growth, with a total demand of 192 million tons in the first half of the year, up 4.35% year-on-year, and total revenue of 279.94 billion yuan, up 3.84% [24]

北京商报讯（记者 魏蔚）8月18日，第三方机构IDC发布了《中国AI公有云服务市场份额，2024》（以 下简称"报告"）。根据报告，2024年中国AI公有云服务市场规模195.9亿元，其中百度智能云、阿里云 位居市场并列第一，市场份额24.6%，其次是腾讯云和华为云。增长驱动力一方面来源于生成式AI应用 的扩展，另一方面也来源于机器学习训推需求的明显增长，带动了平台层以及应用层的AI市场增长。 具体到在自然语言处理公有云服务市场，2024年市场规模22.2亿元，相比2023年增长51.1%。百度智能 云、华为云、阿里云位居市场前三名。 ...

Core Viewpoint - The rapid development of genomics presents unprecedented opportunities and challenges for characterizing protein functions, highlighting the limitations of traditional biochemical methods and the need for high-precision, quantitative approaches [3][4]. Group 1: Research Development - A machine learning model named AlphaCD was developed to accurately characterize 21,335 cytidine deaminases (CD), demonstrating high precision in predicting catalytic efficiency, off-target activity, target site window, and catalytic motifs [4][6]. - The research team experimentally characterized 1,100 APOBEC-like family cytidine deaminases fused with nCas9 in HEK293T cells, generating the largest dataset of experimental functional data for a single protein family to date [6][8]. Group 2: Model Performance - AlphaCD achieved high precision in predicting catalytic efficiency (0.92), off-target activity (0.84), target site window (0.73), and catalytic motifs (0.78) [6]. - The model was validated by subsampling 28 cytidine deaminases from the Uniprot database, with prediction accuracies of 0.84, 0.87, 0.75, and 0.73 for the respective features [6][8]. Group 3: Practical Application - The research team optimized the off-target site of one cytidine deaminase (A0A2R2Z4E4) using alanine scanning mutagenesis, creating a variant (A0A2R2Z4E4 E100A) that serves as a highly accurate and efficient cytidine base editor [8]. - This case exemplifies the application value of AlphaCD in high-precision, high-throughput protein function characterization and provides a paradigm for accelerating functional analysis of other proteins [8].

今日截至13点31，AI产业链全线爆发，通信、计算机、电子等行业领涨市场。科创人工智能ETF华 夏（589010）爆涨4.68%，盘中最大涨幅一度达5.61%。持仓股方面，九成成分股飘红，凌云光大涨 12.50%，恒玄科技大涨10.88%，亚信安全、虹软科技等跟涨。流动性方面，盘中换手超24%，成交金额 达1880万元，市场交投火爆，量能释放充沛。 消息方面，IDC报告显示，2024年中国AI公有云服务市场规模达195.9亿元人民币，相比2023年增 长55.3%。百度智能云、阿里云位居市场并列第一，其次是腾讯云和华为云。增长驱动力一方面来源于 生成式AI应用的扩展，另一方面也来源于机器学习训推需求的明显增长，带动了平台层以及应用层的 AI市场增长。 国金证券表示，看好AI-PCB及算力硬件、苹果链、AI驱动及自主可控受益产业链。随着英伟达 GB200及ASIC的放量，AI服务器及交换机大量转向采用M8材料，由于海外AI覆铜板扩产缓慢，覆铜板 龙头厂商有望积极受益，看好核心受益公司。建议重点关注算力核心受益硬件、AI-PCB产业链，苹果 链、AI驱动及自主可控受益产业链。 科创人工智能ETF华夏（589010 ...

Group 1 - The core competency of market analysts combines both hard and soft skills, enabling them to translate data into actionable business insights [1] - The growth trajectory for market analysts is divided into three phases: foundational (0-1 years), breakthrough (2-3 years), and leap (5+ years), each with specific skill development tasks [1] - In the foundational phase, analysts should focus on mastering Excel for data visualization and identifying anomalies in reports to enhance their visibility to management [1] - During the breakthrough phase, analysts are encouraged to utilize Python for automated reporting and explore user behavior correlations to suggest marketing strategies [1] - The leap phase emphasizes advanced techniques like machine learning for market penetration predictions and strategic thinking for customer lifecycle value analysis [1] Group 2 - The CDA certification is highlighted as a significant asset for career advancement in data analysis, offering three core advantages: knowledge input, practical validation, and certification endorsement [2] - Completing learning stages and obtaining CDA certification serves as a benchmark for skill assessment, enhancing the analyst's profile on platforms like LinkedIn [2] - The ability to present data-driven insights with certification backing can significantly increase an analyst's credibility in professional settings [2]