Group 1 - Meta is exploring AI-generated advertising technology to reduce costs and complexity for advertisers [1] - Meta announced an upgrade to its image-to-video advertising tool, allowing marketers to create multi-scene video ads from up to 20 images [1] - The global AI advertising market is projected to grow from $1.023 billion in 2024 to $10.32 billion by 2031, with a compound annual growth rate of 39.7% [1] Group 2 - Yidian Tianxia is enhancing AI capabilities in e-commerce video advertising through collaboration with partners like Alibaba Cloud and Zhipu AI [2] - Simai Media is actively developing applications for AIGC in advertising and cultural tourism, focusing on AI ad generation and intelligent placement systems [2]

Core Insights - The 2025 Hannover Industrial Fair showcased significant trends in industrial IoT technologies, as analyzed by IoT Analytics, highlighting ten key industrial technology trends that are expected to have a profound impact on the industry. Group 1: AI Integration - Generative AI has become an integral part of industrial software, moving from proof of concept to practical application, with major software companies showcasing integrated GenAI capabilities primarily for code simplification, data analysis, and user support [4] - Agent-based AI is gaining attention but remains in early stages, with many cloud service providers emphasizing their "agent" capabilities, though most demonstrations involve simple automation tasks rather than true autonomous behavior [5] Group 2: Edge Computing and DataOps - Significant innovations in edge computing are occurring, with a complete AI stack migrating to the edge, allowing operational AI to run efficiently on-site, meeting low-latency and compliance needs [6] - The demand for DataOps platforms is surging, evolving from data integration and modeling to becoming key enablers of industrial AI, with data governance now a standard capability [7] Group 3: Predictive Maintenance and 5G - Predictive maintenance (PdM) is shifting from software-centric models to integrated sensor systems, with a focus on sensor quality, coverage, and system compatibility, expanding to previously overlooked asset types [9] - The demand for dedicated 5G is increasing, particularly in specific industries and regions, although widespread adoption is hindered by integration challenges [10] Group 4: Sustainability and Robotics - AI is transforming carbon emission management and ESG compliance processes, enhancing data visibility and optimizing energy consumption on production lines [11][12] - Cognitive capabilities and voice interaction are becoming new trends in robotics, enabling easier collaboration between users and robots through voice commands [13] Group 5: Digital Twins - Digital twins are evolving from virtual mirrors to real-time decision-making assistants, with many companies demonstrating how these systems serve as operational, training, and quality control "real-time copilots" [14]

以下文章来源于财经杂志 ，作者焦建 财经杂志 . 《财经》杂志官方微信。《财经》杂志由中国证券市场研究中心主办，1998年创刊，秉承"独立、独 家、独到"的新闻理念，以权威性、公正性、专业性报道见长，是政经学界决策者、研究者、管理者的 必读刊物。 资本门户。 作者 | 焦建 编辑 | 苏琦 来源 | 财经杂志 (ID: i-caijing) 6月13日，香港特区政府财政司司长陈茂波正式向外宣称了这一预判。而构成其此番阐述 的背景，则包括地缘政治中"全球南方"作为动力源、科技变革以及绿色转型。以前者为 例，全球南方目前占全球整体GDP（国内生产总值）达到40%左右，对世界经济增长贡 献则达80%左右。 随着南南合作及金融合作网络扩大，互利合作不断增加，"国际投资者以资金和实际行动 对香港资本市场投下了信心的一票"，陈茂波称。在这一过程中，以作为"全球南方"重要 力量的中东为例，随着相关资本在亚洲布局加速，中国香港特区也成为关键地区之一。 "中东资本正通过三个层级进入亚洲市场。"在近日参加于中国香港特区举办的瑞银2025 亚太家族办公室峰会期间，易达资本（ewpa rt ne rs）管理合伙人、香港办公室负责人周 ...

Group 1 - Amazon Web Services (AWS) will collaborate with SK Group to build the largest AI data center in South Korea, with a capacity of 103 megawatts and equipped with 60,000 GPUs, marking the highest GPU deployment in any data center in the country [2] - Circle's co-founder and CEO Jeremy Allaire predicts that the stablecoin market is approaching its "iPhone moment," suggesting that global developers will soon recognize the potential of "programmable digital dollars," which could lead to significant changes in the market [3] - OpenAI is considering antitrust claims against Microsoft due to stalled cooperation talks, which could threaten their six-year partnership and reflects the complexities in tech collaborations within the rapidly evolving AI sector [4] Group 2 - Meta Platforms is increasing its investment in AI, with a recent $14.3 billion investment in Scale AI, and analysts expect generative AI tools to drive a 1% to 2% annual increase in Meta's advertising revenue over the next few years, potentially reaching 4% by the end of 2030 [5] - NVIDIA CEO Jensen Huang criticized Anthropic CEO Dario Amodei's claim that 50% of entry-level jobs could be replaced by AI, calling it alarmist and reflecting differing views on the impact of AI on the job market [6]

国家统计局：前五月宏观政策效应持续显现，投资延续平稳增长态势 国家统计局投资司首席统计师罗毅飞解读2025年1—5月份投资数据：下阶段，要深入贯彻落实党中央、国务 院决策部署，统筹用好各类政府投资工具，着力扩大有效益的投资；加快推进"两重"建设和"两新"工作任务 高质量落实；稳步推进制造业高端化、智能化、绿色化发展，加快制造业技术改造升级；以政府投资有效带 动社会投资，多措并举激发民间投资活力，促进民间投资发展。 成品油价或现今年最大涨幅，加一箱油将至少多花11元 由于近期伊以冲突助推国际油价大涨，能源咨询机构隆众资讯预计，6月17日24时国内汽、柴油零售价上调 幅度将在300元/吨左右，以油箱容量70升的普通私家车计算，新一轮调价后，车主们加满一箱油将多花16元 左右，50升油箱容量的私家车加满一箱油则将至少多花11元。 中国一汽飞行汽车总部项目落户深圳市大鹏新区 据深圳市大鹏新区消息，6月13日，深圳市大鹏新区与深圳市工业和信息化局（市新能源汽车产业办公 室）、市交通运输局、中国第一汽车集团有限公司（下称"中国一汽"）举行飞行汽车产业创新发展合作框架 协议签约活动。此次签约，标志着中国一汽飞行汽车总部项目 ...

生成式AI 一、 GPT-5训练背后隐藏大佬 ， 靠一篇 Muon 博客入职OpenAI 1. 研究员Keller Jordan仅凭一篇关于Muon优化器的博客文章成功加入OpenAI，可能正用于 GPT-5训练； 2. Muon是针对神经网络隐藏层的优化器，采用牛顿-舒尔茨迭代法实现更新矩阵正交化，训 练速度比AdamW快； 3. Keller批评优化器研究文献充斥未 能 被采用的方法，提倡在竞争性训练任务中验证新方法 有效性。 https://mp.weixin.qq.com/s/_Fw2pT9Y4Gxb3z5Tmg6ogA 二、 谷歌AI路线图，要抛弃注意力机制？Transformer有致命缺陷 1. 谷歌AI路线图承认现有Transformer注意力机制无法实现无限上下文，需要在核心架构层 面进行全新创新； 2. Gemini未来将成为谷歌的"统一线程"，连接所有服务并向"主动式AI"转变，支持全模态能 力和智能体功能； 3. 谷歌重组AI团队，将研究与产品团队整合到DeepMind，加速创新节奏，Gemini 2.5 Pro 是 重大转折点。 https://mp.weixin.qq.com/s/S ...

近日，未可知人工智能研究院院长杜雨博士受邀为安利中国的700名员工及合作伙伴带来了一场以"AI赋能大健康营销"为主题的精彩培训。 培训现场座无虚席，气氛热烈，学员们的学习热情高涨，充分展现了对人工智能技术在大健康营销领域应用的高度关注与期待。 在培训中，杜雨博士凭借其深厚的专业知识和丰富的行业经验，深入浅出地为学员们剖析了 人工智能在全球的发展趋势、AI技术在健康产业中 的创新应用以及如何助力市场营销实现智能化升级等前沿内容。 他指出，人工智能行业是当前 唯一投融资交易量上涨 的赛道， 生成式 AI正为企业带来巨大的生产力提升，成为各大企业竞相布局的焦点。 通过丰富的案例分析，杜博士展示 了 AI在内容创作、产品研发、精准营销、供应链优化等多个环节的强大赋能作用，让学员们深刻认识到AI技 术与大健康营销深度融合的无限可能。 在健康产业模块，杜雨博士详细介绍 了 AI技术为大健康产业带来的诸多机遇，包括健康数据分析平台的搭建、智能客服与咨询系统的引入、社 交媒体分析助力精准营销等。 他还强调了 AI在生命科学领域的广泛应用，如药物设计、基因测序与编辑、个性化医疗等，这些技术的突破将为大健康产业注入新的活力，推 ...

在AMD的技术活动上发表演讲的CEO苏姿丰（12日、美国加利福尼亚州圣何塞） AMD在6月12日发布新款AI半导体。CEO苏姿丰表示与竞争对手英伟达相比，能以低成本发 挥同等性能。英伟达2024年掌握AI半导体市场超过7成份额。AMD将以廉价产品进行抗 衡…… 美国半导体巨头超微半导体（AMD）6月12日发布了新款人工智能（AI）半导体。表示与竞 争对手英伟达相比，能以低成本发挥同等性能。英伟达的尖端半导体有的一块就超过500万日 元，AMD将以廉价产品与领头羊英伟达抗衡。 AMD的首席执行官（CEO）苏姿丰在美国加利福尼亚州的技术活动上说明了AI半导体的开发 计划。新产品"MI350X"和"MI355X"将于2025年7～9月通过云企业开始提供。2026年将投 放新一代产品"MI400"。 这处活动场地在3个月前也举行过英伟达的技术活动。AMD的苏姿丰在同一场所发表了今后的 开发计划，显露出了对抗英伟达的姿态。苏姿丰将AMD的新产品与英伟达的主力产 品"B200"进行比较，认为"性能更胜一筹"。 AMD特别强调了与英伟达相比自身产品的高性价比。AMD计划以比英伟达产品更低的价格推 出替代品。AMD表示，相同 ...

Group 1 - The core viewpoint is that AI is expected to penetrate deeper into operating system development and foundational technologies, enabling users to create applications with low-code or no-code approaches, thus enhancing software development experiences [1] - The global software market is projected to grow from $737 billion in 2024 to $2 trillion by 2030, with enterprise software and cloud services being the fastest-growing segments, expected to achieve CAGRs of 12.3% and 20.7% respectively [1] - AI will provide a breakthrough path for China in key technology areas such as operating systems and databases, improving R&D efficiency and lowering development barriers, which will accelerate the construction of a self-controlled software and hardware ecosystem [1] Group 2 - The software ETF (code: 515230) tracks the software index (code: H30202), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the software industry [1] - The index has high growth potential and technical content, with industry allocation primarily concentrated in computer software and services [1] - Investors without stock accounts can consider the Guotai CSI Software ETF Connect A (012636) and Guotai CSI Software ETF Connect C (012637) [1]

Group 1 - The core viewpoint of the article highlights the recent trends in domestic investment and financing activities, indicating a decrease in the number of financing events compared to the previous week [5][6]. - A total of 88 financing events were disclosed this week, which is a decrease of 27 events from the previous week [5]. - The total financing amount for disclosed events reached 2.503 billion RMB, with an average financing amount of 83 million RMB per event [6]. Group 2 - The most active sectors in terms of financing events this week were intelligent manufacturing, artificial intelligence, and healthcare, with 17, 14, and 8 events respectively [8]. - In terms of disclosed financing amounts, the enterprise services sector led with a total financing scale of approximately 720 million RMB, including significant funding for the AI infrastructure company "Silicon-based Flow" [9][10]. - The automotive and transportation sector followed with a disclosed financing total of 420 million RMB, highlighted by the A-round financing of "East China Test Field" [11]. Group 3 - The regional distribution of disclosed financing events was primarily concentrated in Jiangsu, Shanghai, and Guangdong, with 17, 14, and 14 events respectively [15]. - The early-stage financing events dominated the market with 68 occurrences, while growth-stage and late-stage events accounted for 16 and 4 events respectively [18][19]. Group 4 - This week, 7 companies were monitored for IPOs across various exchanges, with the highest market value being "Insta360" at 65.243 billion RMB [30]. - Notably, 6 out of the 7 listed companies had previously received VC/PE or CVC investments, indicating a strong backing from investment firms [30]. Group 5 - There were 11 disclosed completed M&A events this week, consistent with the previous week, spanning traditional industries, intelligent manufacturing, and healthcare [33][34]. - A significant transaction included Haixia Co., which acquired 100% of the shares of the maritime passenger service provider COSCO Shipping Passenger for 2.515 billion RMB [33].