梁怀新告诉记者，美国的审查站不住脚，任何AI大模型的开发，都是在所在国家的正常依法监管下进 行的，需要符合所在国家的相关法律法规，而中国的大模型在其他国家开展跨国经营时，一定会遵守当 地法规，此问题需要从法律层面来思考，而非政治层面，否则容易出现"扣帽子"的问题。他认为，现阶 段美国方面要做的依然不应该是试图抓住所谓"中国把柄"、对中国进行泛安全化制裁，而是应该与中国 携手，与世界各国一起，推动全球AI大模型共同治理，"这才是正途"。 对此，路透社称，AI大模型开发者能否左右其聊天机器人的意识形态立场，已成为一个核心关注点， 不仅限于中国的AI大模型。美国亿万富翁马斯克在近期修改旗下公司的Grok大模型后，该模型竟开始 发表支持希特勒、攻击犹太人的言论。马斯克8日发表声明称，Grok正在"积极删除不当内容"。 【环球时报报道 记者 陈子帅】路透社9日报道称，美国官员一直在秘密评估中国的人工智能（AI）大 模型是否在按照中国官方的立场输出内容。美官员透露他们可能会公开评估结果，以对外警告中国部署 的所谓"带有意识形态导向的AI工具"。对外经济贸易大学国家安全与治理研究院研究员梁怀新10日对 《环球时报》记者表示 ...

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Core Insights - Musk's xAI has launched its latest AI model, Grok 4, which is touted as the "strongest model in the universe" and claims to outperform competitors in various academic assessments [2][5][6] - Grok 4 achieved a 38.6% accuracy rate in the "Humanity's Last Exam," surpassing Google's Gemini 2.5 Pro and OpenAI's o3 [2][5] - The model's training involved a significant increase in computational resources, utilizing a supercomputing center with 100,000 H100 GPUs, resulting in a training volume 10 times that of Grok 3 and 100 times that of Grok 2 [2][6] Performance Metrics - Grok 4 demonstrated exceptional reasoning capabilities, scoring 88.9% in the Graduate-level Question Answering (GPQA) and achieving a perfect score in the American Mathematics Invitational Exam (AIME25) [6] - In a commercial simulation task, Grok 4 managed an average net asset of $4,684.15, double that of its closest competitor, showcasing its long-term planning and multi-step reasoning abilities [6] Business Strategy - xAI has introduced a premium subscription plan for Grok 4 at $300 per month, which is 50% more expensive than OpenAI's top-tier subscription [7] - The API pricing is also aggressive, charging $3 per million tokens for input and $15 for output, reflecting the high training costs associated with Grok 4 [7] Future Developments - Musk plans to integrate Grok 4 with humanoid robots and aims to create high-precision physical simulators, including black hole simulations, to test AI against physical laws [7][8] - Grok 4 is expected to be embedded in Tesla's latest firmware, potentially serving as the brain for voice assistance and autonomous driving [3][7] Industry Context - The AI arms race is intensifying, with Musk's aggressive pace in advancing AI models and applications, positioning xAI as a formidable competitor in the market [9] - The integration of various technologies, including autonomous driving and commercial space ventures, is creating a closed-loop system that enhances the capabilities of Grok 4 [9]

Core Viewpoint - The integration of AI-driven quality inspection and training systems is essential for enhancing sales team performance, reducing costs, and improving overall business efficiency [1][6]. Group 1: Sales Quality Inspection - Intelligent quality inspection employs a combination of large and small models to monitor and analyze sales behaviors comprehensively, identifying issues such as inadequate product knowledge and ineffective customer need exploration [3]. - The system can analyze sales calls for aspects like speech rate and the effectiveness of communication, ensuring that sales personnel convey product value accurately [3]. Group 2: Sales Training - Based on the results from quality inspection and customer analysis, intelligent training provides personalized coaching for sales personnel, generating targeted virtual customer scenarios and practice tasks [4]. - The training system allows sales personnel to practice repeatedly, receiving real-time feedback to improve their sales skills [4]. Group 3: Integration of Quality Inspection and Training - The combination of quality inspection and training creates a complete sales training loop, where quality inspection identifies weaknesses that trigger personalized training tasks, significantly enhancing training efficiency and reducing onboarding time [6]. - Unified standards between quality inspection and training ensure compliance and mitigate risks associated with sales misguidance or knowledge errors, thereby reducing customer complaints and potential losses [6]. Group 4: Application and Impact - The "quality inspection + training" system has been widely applied across various sectors, including automotive sales, financial insurance, internet education, and home appliances, serving as a catalyst for sales team performance growth [7]. - The solution aims to enhance sales conversion rates, lower training costs, standardize service quality, mitigate compliance risks, and accelerate new employee development, helping companies thrive in competitive markets [7].

随着AI大模型的普及，AI公司正涌入无数新玩家，曾经被视为弄潮儿的"AI四小龙"如今也只是AI大浪 潮中的一分子，直面激烈的行业竞争。 7月9日，科创板上市公司云从科技（688327）公告披露显示，公司于近日收到上海证券交易所科创板公 司管理部下发的《关于云从科技集团股份有限公司2024年年度报告的信息披露监管问询函》（以下简 称"问询函"）。问询函重点关注云从科技营收大幅下滑、主要客户显著变动、公司整体毛利率明显下降 等情况。 云从科技公告。 云从科技在回复中表示，相关情况主要是受外部环境和公司战略调整双重因素影响。南都·湾财社记者 观察发现，2024年以来，云从科技的政府、金融等传统"金饭碗"业务收缩明显，公司正在向制造、能 源、文旅等多元板块拓展新业务，拓新过程中毛利率承压。在拓新业务过程中，"现金流"成为云从科技 获取订单的重要考量。 营收大幅下滑引监管关注 称下游客户采购AI更重"性价比" 云从科技2024年年报显示，实现营收3.98亿元，同比减少36.69%，综合毛利率35.68%，同比减少16.20 个百分点。分行业看，公司收入结构变动较大，智慧治理、智慧金融、智慧出行、智慧商业行业的营收 和毛 ...

Investment Rating - The report initiates coverage with an "Outperform" rating for the company [4][16]. Core Insights - The company is a pioneer in the cross-border payment industry in China, benefiting from the expansion of cross-border e-commerce [4][18]. - The company has obtained 65 global payment licenses, enabling it to provide a wide range of digital payment services [4][18]. - The projected revenue growth for the company is robust, with expected revenues of RMB 1,315 million in 2024, increasing to RMB 2,577 million by 2027, reflecting a compound annual growth rate (CAGR) of 22% [3][44]. - The company is expected to experience significant fluctuations in profits due to a one-time large investment gain in 2025, with net profits projected to be RMB 1,485 million in 2025, followed by losses in 2026 and a small profit in 2027 [3][10]. Financial Summary - Revenue projections for the company are as follows: RMB 1,315 million in 2024, RMB 1,652 million in 2025, RMB 2,089 million in 2026, and RMB 2,577 million in 2027, with growth rates of 28%, 26%, 26%, and 23% respectively [3][9]. - The net profit is expected to be negative RMB 168 million in 2024, positive RMB 1,485 million in 2025, negative RMB 73 million in 2026, and positive RMB 27 million in 2027 [3][10]. - The earnings per share (EPS) are projected to be -0.16 in 2024, 1.38 in 2025, -0.07 in 2026, and 0.03 in 2027 [3][10]. Business Overview - The company has established a global payment network, serving over 590,000 clients with a total transaction payment volume (TPV) of RMB 3.3 trillion in 2024 [4][25]. - The company’s digital payment services include both global and domestic payment solutions, with global payments accounting for approximately 60% of total revenue [25][30]. - The company is expanding its value-added services, which are expected to grow significantly, with revenue growth rates projected at 50%, 35%, and 30% for 2025, 2026, and 2027 respectively [8][9]. Market Potential - The cross-border e-commerce and export trade markets in China are expected to continue expanding, with the total export value projected to reach nearly RMB 47 trillion by 2027 [46]. - The demand for cross-border payment solutions is increasing as traditional foreign trade embraces digitalization and online operations [46][52]. - The cross-border payment service market in China is projected to grow from RMB 4.6 trillion in 2022 to RMB 14.1 trillion by 2027, with a CAGR of 25.2% [52][56].

【观网财经丨智能早报 7月10日】 网信公安联合整治 AI 制假信息 7月9日，据网信中国微信公众号，2025年6月，网络谣言主要聚焦社会热点、灾情事故、伪科普等领 域，造谣者通过移花接木、AI 生成、伪科学包装等手段虚构或夸大事实，扰乱正常社会秩序。相关部 门迅速响应，通过权威信息发布、跨部门联动执法等举措依法惩治造谣传谣行为，持续筑牢网络空间清 朗防线。 中央网信办整治 AI 技术滥用，第一阶段累计处置违规小程序、应用程序、智能体等 AI 产品 3500 余 款，清理违法违规信息 96 万余条，处置账号 3700 余个。 两部门联合印发方案 推动建立人工智能风险等级测试评估体系 7月9日，市场监管总局、工业和信息化部联合印发《计量支撑产业新质生产力发展行动方案（2025— 2030年）》。其中就人工智能提出，面向集群智能感知、人工智能传感、人工智能大模型、智能制造等 新型技术，开展人工智能算法计量测试关键技术研究及体系建立、自主无人系统关键性能与系统计量等 研究，建设跨领域的人工智能计量测试平台，提升人工智能算法性能评估、模型与平台安全性测试评 估、新型智能装备测试评价等方面的计量能力水平，推动建立人工智 ...

Key Points - Xiaomi's chief designer emphasizes that while functional parameters can be compared, emotional value is irreplaceable in automotive design [4] - Yu Chengdong states that the accident rate for the AITO Wenjie has decreased by nearly 90% compared to the industry average, with expectations for further reductions in the future [6] - BYD introduces a "full coverage" smart parking system where the company assumes responsibility for accidents, eliminating the need for insurance claims [8][9] - The founding team of ShunYao Electronics, a former EDA company, is launching a new AI hardware venture called Meihong Technology [10] - Vipshop's operations director has been detained for corruption, accused of accepting substantial kickbacks from suppliers [11] - ZhiYuan Robotics denies rumors of a reverse merger, clarifying that it has only acquired a listed company [13] - Apple announces a significant personnel change with COO Jeff Williams stepping down, marking a major shift in the company's leadership [29] - NVIDIA becomes the first company in history to reach a market capitalization of $4 trillion [30] Domestic News - Xiaomi's automotive design philosophy focuses on scientific, natural, and intuitive design principles [4] - AITO Wenjie's accident rate has significantly decreased, showcasing advancements in smart driving technology [6] - BYD's smart parking system promises to cover accident liabilities, enhancing consumer confidence [8][9] - The founding team of ShunYao Electronics is pivoting to AI hardware, indicating a trend in the tech industry towards AI solutions [10] - Vipshop's corruption scandal highlights ongoing issues within corporate governance in China [11] - ZhiYuan Robotics' acquisition of a listed company reflects strategic moves in the robotics sector [13] International News - Apple's leadership change with Jeff Williams stepping down could impact future strategic directions [29] - NVIDIA's market cap milestone signifies its dominance in the tech industry and the growing importance of AI [30]

作者 | 星空 编辑 | 蛋总 美编 | 邢静 出品 | 创业最前线 审核 | 颂文 作为中国HR SaaS第一股，北森控股自从2023年4月上市以来，营收也在持续增长，2025财年已经突破9亿元大关。 事实上，从2016年到2024年，北森控股已经连续9年坐稳HCM SaaS榜首（HCM SaaS全称"Human Capital Management Software-as-a-Service"，是一种基于 云计算的人力资源管理软件服务），但如今也面临着持续亏损、AI业务贡献小、并购协同效应存疑这三重挑战，值得该公司董事会主席王朝晖及公司管 理层格外注意。 今年6月下旬，北森控股发布了2025财年的财报。 表面上看，北森控股2025财年的业绩挺亮眼：年营收突破9亿元，达到9.45亿元，同比增长10.6%；整体ARR（年度经常性收入）突破9.08亿元，同比增长 超20%；经营性现金流净额7690万元首次转正。 同时，年内亏损从32亿元收窄至1.47亿元，降幅达到95%，经调整净亏损亦从1.05亿元收窄至2910.1万元，同比缩减约72%；公司整体毛利率从2024财年的 60.2%增至2025财年的64.9%。 ...

机器人大讲堂获悉， 户外场景下的 AI伴随机器人研发商 「 深庭纪智能」近日成功完成数千万元种子 +轮融 资 ， 由黑芝麻智能，软通高科、粒子未来基金等机构参投 。 本轮融资将 用于 持续提升自研 AI大脑的核心 能力，完善从感知、认知到决策的闭环架构，并加速新一代家用机器人产品的量产与落地。 图片来源：深庭纪智能 在产品研发与业务拓展方面 ， 深庭纪智能 用端侧 AI大模型、环境感知、多模态交互等最新技术， 打造 自 主前行、主动互动、真正帮助用户解决实际需求的 AI 伙伴 ， 目标是让 "陪伴"变得更智能、更安全、更有 趣。 深庭纪智能 申报了多项原创发明专利，不断拓展机器人的 "智力"和"情商"。 例如 多模态的家庭人员 关系自主学习方法和装置 ， 大模型智能体记忆能力优化方法和装置 ， 情绪输出方法、装置和机器人 ， 基 于跟踪的聚类人脸识别方法和装置 ， 连续手势识别方法、装置和计算机设备 等。应用最新技术， 深庭纪智 能打造的初版原型机已经在户外场景展开测试。凭借先进的算法，机器人能够精准分辨复杂地形和路线，忠实 地伴随人类左右，甚至可以与人类互动踢足球。机器狗作为其中的代表，曾亮相苏超球场，具备 ...