在集成灶业务接连下滑的局面下，头部公司纷纷选择多元化发展，打造未来增长曲线。 公开资料显示，超聚变脱胎于华为的X86服务器业务，2021年华为将该业务剥离并成立超聚变数字技术有限公 司，后由河南国资委旗下河南超聚能控股。现在超聚变专注于算力基础设施与算力服务两大领域，2024年的销售 收入突破400亿元。今年年初，超聚变董事长刘宏云表示，2025年全年营收将突破500亿元。近期，有消息称超聚 变正在筹备上市相关工作。截至目前，陆续有多家机构注资超聚变，包括中国移动相关的中移股权基金、中国互 联网投资基金、郑州航空港先进计算基金等。 11月19日，"集成灶四小龙"之一的帅丰电器发布公告称：公司拟与优势金控（上海）资产管理有限公司、福建炳 中投资有限公司、玖势通源（上海）数字科技有限公司、杭州汇方私募基金管理有限公司、张笑天、朱灵洁、黄 照华、赵静、王笛共同投资厦门芯势澜算贰号创业投资基金合伙企业（有限合伙）。公司作为有限合伙人，拟以 自有资金出资认购标的基金份额5300万元。该基金将直接投资于超聚变数字技术有限公司。 在这背景下，南都湾财社记者注意到，近年来集成灶公司纷纷尝试跨界转型，寻找新的增长点。此前浙江美 ...

Core Insights - Ant Group has launched a universal AI assistant named "Lingguang," which can generate small applications in natural language within 30 seconds on mobile devices [1][2] - Lingguang is the first AI assistant in the industry capable of full-code generation for multimodal content, featuring three main functions: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye" [1][3] Group 1: Features and Capabilities - "Lingguang Dialogue" enhances traditional text-based Q&A by structuring responses logically and visually, allowing users to understand complex information quickly [1][2] - The "Flash Applications" feature enables users to create AI applications in under a minute by simply inputting a sentence, making AI coding accessible to the general public [2][3] - Lingguang's applications are not static; they can interact with backend capabilities, expanding the potential use cases significantly [3] Group 2: Strategic Positioning - Lingguang incorporates AGI camera technology for real-time observation and understanding of the physical world, supporting various creative modes [3] - The launch of Lingguang aligns with Ant Group's AGI strategy, which aims to transform the AI application market towards scenario-based productivity tools by 2025 [3] - Ant Group has accelerated its AGI initiatives since 2025, showcasing its full-chain capabilities in the field of general artificial intelligence [3]

Core Insights - Alibaba officially announced the "Qianwen" project on November 17, aiming to enter the "AI to C" market with the launch of the Qianwen APP, which integrates the world's top-performing open-source model Qwen3 and competes directly with ChatGPT [2][4] Group 1: Project Overview - The Qianwen APP is positioned as a personal AI assistant that focuses on productivity tools rather than entertainment, aiming to provide solutions across various scenarios, including professional research and everyday life [4][5] - Alibaba plans to gradually integrate services such as maps, food delivery, and ticket booking into the Qianwen APP, indicating a strategic intent to extend its technological advantages into the consumer market [5] Group 2: Technological Foundation - The Qianwen APP is built on the Qwen model family, which has been developed over several years and includes over 300 models across various modalities, establishing a strong foundation for consumer applications [7] - The Qwen model family has gained significant traction globally, with notable mentions from industry experts highlighting its foundational role in innovations by major tech companies [7] Group 3: Strategic Vision - Alibaba's leadership views the Qianwen project as a critical battle for the future in the AI era, leveraging the open-source advantages and international influence of the Qwen model [4][8] - The company is committed to a "full-stack" AI strategy, aiming to create a comprehensive ecosystem that integrates from foundational computing power to upper-layer applications, with the ultimate goal of achieving superintelligent AI [9] Group 4: Market Implications - The launch of the Qianwen APP opens new possibilities for Alibaba in the AI to C market, potentially enhancing user engagement and creating synergistic value across its ecosystem [10]

近日， 具身智能公司Dexmal原力灵机宣布完成数亿元A+轮融资，阿里巴巴为独家投资方 ；此前，公司A 轮融资由蔚来资本领投，洪泰基金、联想创投、锡创投和正景基金跟投，老股东君联资本超额追投、启明 创投和九坤创投追投；两轮融资金额近10亿元，资金主要用于智能机器人软、硬件技术研发与落地。 成立于2025年3月，Dexmal原力灵机是一家专注于具身智能软硬件技术研发与落地的创新型公司，公司 CEO唐文斌为清华大学"姚班"出身、首届"Yao Award"金牌得主，同时也是旷视科技联合创始人兼 CTO。 其核心团队兼具AI顶尖学术背景和10余年AI原生产品规模落地经验，不仅在算法研发、硬件研发、数据管 理、工程创新、场景落地多个方面积累丰富，同时具备行业稀缺的"算法+硬件+场景"复合基因。 值得一提的是，公司团队还在AI物流机器人领域积累了丰富的落地经验。凭借在智慧物流机器人技术和柔 性仓库自动化产品方面的优势，公司推动物流行业智能化升级的同时，也为其在具身智能领域的发展奠定 了软件、硬件和产品的先发优势。 基于上述优势，公司自主研发的端到端多模态具身智能大模型MMLA，可以通过深度融合多传感器、大语 言模型(LL ...

2025"人工智能+"大会举行，以场景驱动点燃新质生产力 中新网北京11月17日电 (记者 夏宾)11月15日至17日，以"AI下一个十年：场景驱动×新质引擎"为主题的 2025"人工智能+"大会在北京中关村国际创新中心举行。众多行业专家、头部企业和创业者、投资人代 表出席，共绘"人工智能+"未来发展新图景。 本次大会由国家高新区人工智能产业协同创新网络、中央广播电视总台《赢在AI+》节目组、清华大学 可持续社会价值研究院、中国人民大学交叉科学研究院、赛迪研究院人工智能研究中心、中关村发展集 团联合主办。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 大会发布的《AI中国方案》，结合智慧能源、智能装备、空间智能等领域的产业实践案例，生动展现 了"以场景需求驱动技术创新，以技术创新反哺产业升级"的特色路径。《智启新未来："人工智能+"发 展五大趋势洞察》提出，全球人工智能发展开始进入技术加速进化、能力集中涌现、应用加快普及、创 新群体突破交织叠加的时期。 圆桌对话环节进一步深化了技术趋势的探讨。来自智谱华章、面壁智能、范式联合、阶跃星辰、星海 图、思必驰、 ...

自2022年11月ChatGPT发布以来，生成式人工智能高速发展，大模型竞赛白热化，性能指标不断刷新，多模态能力持 续提升。AI智能体能自主调用工具，完成越来越复杂的任务。AI大模型厂商纷纷声称，通用人工智能（Artificial General Intelligence，AGI）时代即将到来。 与技术高歌猛进形成鲜明对比的是商业落地的滞后。美国Ramp AI Index数据显示，美国公司采用付费AI产品的比例近 期有停滞迹象，甚至出现下滑。 麻省理工学院在2025年7月的一份研究报告（The GenAI Divide: State of AI in Business 2025）中指出：95%的生成式AI 应用项目效果不佳或中途夭折。这份报告甚至引发了美股震荡。 当"所有行业都需用AI重做一遍"的豪言遭遇"AI项目高失败率"的现实，我们不得不追问：AI从酷炫的功能到真实的产 业应用，究竟卡在了哪里？又该如何穿越迷雾，实现真正的价值闭环？ 01 根据我的观察，目前多数企业仍停留在直接套用AI工具的阶段，既未拆解工作流，也未评估AI能力与业务需求的适配 性，未能形成投入-数据-效益的飞轮，结果自然不如预期。 02 ...

Core Insights - The development of artificial intelligence (AI) is being driven by technological advancements and the emergence of large models, which are revolutionizing various industries and presenting limitless opportunities for growth [1] - The future direction of AI development is focused on Artificial General Intelligence (AGI), which is expected to have a profound impact and broad prospects [1] Group 1: AI Development Trends - The "2025 Artificial Intelligence + Conference" highlighted the importance of efficiently empowering various industries and leading industrial advancement over the next decade [1] - The Chinese approach to AI development emphasizes a "three-in-one" strategy of technology research and development, product application, and industry cultivation, aiming to enhance economic growth and improve people's well-being [1] Group 2: Practical Applications and Industry Collaboration - The next decade is envisioned as a transition for robots from being mere tools to becoming life partners, showcasing the evolving role of AI in daily life [2] - The "AI China Plan" was released, illustrating industry practice cases in areas such as smart energy and intelligent equipment, emphasizing the need for technology innovation driven by scene demands [2] - Discussions among industry representatives and academic experts focused on topics like ecological collaboration and strategies for large-scale AI implementation, outlining diverse possibilities for future AI development [2]

Group 1 - Samsung announced a total investment of 450 trillion KRW in South Korea over the next five years, focusing on R&D and expanding semiconductor investments, including the construction of a fifth factory in Pyeongtaek, expected to be operational by 2028 [2] - Chipone Integrated Circuit released a new silicon carbide G2.0 technology platform aimed at high efficiency, high power density, and high reliability, applicable in electric vehicles and AI data center power supplies [2] - An international research team led by Aalto University in Finland developed a method to perform complex tensor calculations using single light propagation, marking a significant step towards general AI hardware development [2] Group 2 - China's first high-energy direct geometric non-elastic neutron scattering time-of-flight spectrometer has been successfully accepted, filling a gap in non-elastic neutron scattering above 100 meV in the country [2]

Group 1: Optimus Robot Production and Cost - The company aims to achieve stable production of 1 million units of the Optimus robot annually, with material and labor costs potentially reduced to $20,000 to $30,000 after reaching this production level [1][2][3] - The production process for robots is expected to be simpler than that of cars, allowing for precise cost management with suppliers [3] Group 2: Hand Design and Functionality - The Optimus robot's hand design includes approximately 50 actuators, which are essential for achieving human-like dexterity and precision in tasks [4][5] - The goal is to enable the robot to perform complex medical procedures, potentially providing top-tier surgical services to everyone [5][6] Group 3: Neuralink and Optimus Integration - Neuralink has successfully implanted devices in over 10 paralyzed patients, allowing them to communicate in real-time [6][7] - The integration of Neuralink with Optimus could enable individuals to regain mobility and perform tasks at superhuman speeds, with costs estimated around $60,000 [7] Group 4: AI Developments and Grok 5 - The company plans to release Grok 5 in Q1 2026, featuring 6 trillion parameters and a 10% probability of achieving artificial general intelligence (AGI) [1][2][16] - Grok 5 will be a multimodal AI capable of processing text, images, video, and audio, significantly enhancing its functionality [18] Group 5: Chip Manufacturing and Future Plans - The company is considering building its own large-scale wafer fabrication plant to meet the demand for AI chips, aiming for completion within 1-2 years [1][25] - The AI5 chip is expected to outperform Nvidia's offerings by 2-3 times while being significantly cheaper, playing a crucial role in the company's future endeavors [24][25] Group 6: Tesla's Manufacturing Efficiency - The company is working towards reducing the production cycle time for vehicles to as low as 5 seconds, which would dramatically increase output [21][22] - The focus on improving factory efficiency and reducing logistics paths is seen as a key differentiator from traditional automotive manufacturers [23] Group 7: Vision for Humanity and Space Exploration - The company emphasizes the importance of expanding human consciousness and exploring the universe, aiming to ensure the survival and prosperity of civilization [2][20][27] - The long-term vision includes using AI and robotics to create a world of abundance, where material needs are met sustainably [5][27]

当AI还在高喊「改变世界」，但是电网、变压器和现金流已经开始喊累——AI狂热梦想能不能跑得过物理定律？或许，是时候把OpenAI和世 纪初的安然做个对比了。 OpenAI会是下一个安然吗？ 2001年12月2日，安然申请破产，是当时美国史上最大的企业破产案。 「为啥你们每次发业绩只给利润表，从来不同时给一份资产负债表？你们的资金状况到底怎样？」 安然的CEO Skilling一开始打哈哈，绕来绕去就是不正面回答。 Grubman有点烦了，说：你们是我见过的唯一一家不愿在发业绩时给出资产负债表的公司。 Skilling这时候突然情绪失控，结巴两句之后，直接接了句： 「Well…thank you very much,we appreciate it…Asshole.」 这句话被完整录音，后来在他受审的时候法庭又放了一遍，全场都听得到。 更讽刺的是，安然内部有人还把这当成「CEO强势反击唱空者」的英雄事迹，做了各种恶趣味周边： 比如把公司口号「Ask Why」改成「Ask Why，Asshole」印在T恤和贴纸上。 在这场震惊所有人的案件之间，最有名莫过于那句著名的「asshole」。 在安然申请破产的2001年 ...