感谢关注创业邦，每天精彩内容不停 1.【阿里自研AI芯片现身，部分参数比肩英伟达H20】市场传闻半个月之久的阿里自研AI芯片，9月16日晚出现在央视《新闻联播》。央视画面披露，阿里 旗下平头哥PPU芯片在部分重要参数上比肩英伟达的H20芯片，并超过A800芯片。（新浪科技） 2.【马斯克称xAI有望通过Grok 5实现AGI】马斯克在X上发帖称："我现在认为xAI有机会通过Grok 5实现AGI（人工通用智能）。以前从没这么想 过。"（IT之家） 3.【硅基流动上线腾讯混元翻译模型Hunyuan-MT-7B】据硅基流动消息，硅基流动大模型服务平台已上线腾讯混元团队最新开源的翻译模型Hunyuan- MT-7B。该模型支持33个语种互译（除中文、英语、日语等常见语种外，也包含捷克语、马拉地语、爱沙尼亚语、冰岛语等小语种），包括5种民汉语言/ 方言。（界面新闻） 4.【应用场景超800个、打造上千智能工厂，AI赋能产业转型升级】国务院新闻办公室于9月17日上午举行"高质量完成'十四五'规划"系列主题新闻发布 会，国务院国有资产监督管理委员会主任张玉卓介绍砥砺奋进"十四五"，中央企业高质量发展情况并答记者问。发布会 ...

Core Viewpoint - The article discusses the significant stock price drop of Shandong High-Speed Holdings (山高控股) amidst no negative fundamental news, leading to a swift response from management with a $100 million share buyback plan, highlighting a divergence in market perception of the company's intrinsic value [1][2][19]. Group 1: Market Reaction and Management Response - On September 16, the stock price of Shandong High-Speed Holdings experienced a sharp decline, prompting management to announce a $100 million share buyback plan the same evening [1][4]. - The stock price rebounded by 17.37% on September 17, indicating strong investor support for management's decisive action [6][19]. - The unusual trading activity was characterized by a concentrated sell-off within a short time frame, suggesting possible malicious short-selling by foreign institutions [3][4]. Group 2: Business Transformation and Strategic Positioning - Shandong High-Speed Holdings has undergone a significant transformation over the past three years, establishing a dual-engine growth model centered on "green electricity" and "computing power" [1][10]. - The company has strategically invested in Shandong High-Speed New Energy and Century Internet, positioning itself as a key player in the AI and green energy sectors [10][11]. - The integration of green electricity and computing power creates a unique ecosystem that addresses critical industry pain points, such as high electricity costs and energy consumption efficiency [14][15]. Group 3: Financial Performance and Future Outlook - For the first half of 2025, Shandong High-Speed Holdings reported revenues of approximately 2.503 billion RMB and a net profit of about 476 million RMB, reflecting a year-on-year growth of over five times [19]. - The company’s total assets exceeded 67.5 billion RMB, with emerging industry-related assets accounting for nearly 77% of total assets, indicating a strong focus on growth in these sectors [19]. - The recent buyback plan is seen as a strong counter to short-sellers and a signal of the company's commitment to expanding in the AI computing market [20][22].

Core Viewpoint - Tianpu Co., Ltd. (605255) will resume trading on September 18, 2025, after being suspended due to significant stock price fluctuations and trading risks [1][3]. Group 1: Stock Performance and Trading Suspension - The company's stock price experienced a continuous increase, with 11 consecutive trading days of涨停 (price limit up), resulting in a total increase of 185.29% from August 22 to September 10, 2025 [3][5]. - The stock was suspended for review due to abnormal trading activity, with the last trading day before suspension being September 10, 2025, when the closing price was 76.00 yuan per share [1][5]. Group 2: Shareholding Structure and Acquisition - Tianpu's total share capital is 13.408 million shares, with the controlling shareholder holding 10.056 million shares, accounting for 75% of the total [5]. - An acquisition led by Zhonghao Xinying (Hangzhou) Technology Co., Ltd. aims to gain control of Tianpu through various means, with a total investment exceeding 2.1 billion yuan [5][6]. - After the completion of the acquisition, Zhonghao Xinying and its partners will hold a combined 50.01% of Tianpu, while the original controlling shareholder's stake will decrease to 25% [6]. Group 3: Company Background and Future Plans - Zhonghao Xinying, founded in October 2020, focuses on high-performance AI chips and has completed nine rounds of financing, with a valuation of 4.412 billion yuan [6]. - The company has no immediate plans to change Tianpu's main business or make significant adjustments within the next 12 months [7]. - There are uncertainties regarding the completion of the acquisition process, as the funding from one of the acquirers has not yet been secured [7]. Group 4: Financial Performance - For the first half of 2025, Tianpu reported revenue of 151 million yuan, a year-on-year decrease of 3.44%, and a net profit of 11.298 million yuan, down 16.08% year-on-year [8].

9月10日晚间， 天普股份 公告，公司股票价格自2025年8月22日至2025年9月3日连续9个交易日涨 停，其间4次触及股票交易异常波动、2次触及股票交易严重异常波动，公司已就上述股票交易波动情况 进行停牌核查，于2025年9月9日公告核查结果并复牌；复牌后自2025年9月9日至2025年9月10日连续 2个交易日涨停，再次触及股票交易异常波动，鉴于公司股价连续涨停期间已累积巨大交易风险，为进一 步维护投资者利益，公司就近期股票交易波动情况进行停牌核查。 11个交易日连续一字板涨停的天普股份，今日起将复牌。 天普股份 （605255） 9月17日晚公告，根据《上海证券交易所上市公司自律监管指引第4号——停复 牌》《上海证券交易所股票上市规则》等相关规定，经向上海证券交易所申请，公司股票将于9月18日 （星期四）开市起复牌。 | | | 公告指出，公司股票价格自2025年8月22日至2025年9月10日连续11个交易日涨停，累计上涨 185.29%，其间已累积巨大交易风险，目前公司股价已严重偏离上市公司基本面，存在随时快速下跌的 风险。 该公司致力于为AIGC（人工智能生成内容）时代的超大规模AI（人工智能） ...

自8月22日-9月10日，天普股份已经连续拉出11个"一"字涨停板，7月以来累计涨幅高达288.5%，股价上涨接近3倍。 从连板数量来看，天普股份比7月份大牛股上纬新材还多2个。截至9月10日收盘，天普股份股价报76元/股，总市值为 102亿元。 实际控制人。 收购方中昊芯英无资产注入计划 9月17日，天普股份公告称，收购方中昊芯英无资产注入计划，中昊芯英自身现有资本证券化路径亦与本次收购上市 公司无关。收购方没有在未来12个月内改变上市公司主营业务或者对上市公司主营业务做出重大调整的明确计划；没 有在未来12个月内对上市公司及其子公司的资产和业务进行出售、合并、与他人合资或合作的明确计划，或上市公司 拟购买或置换资产的明确重组计划；及中昊芯英自身现有资本证券化路径亦与本次收购无关。 11连板大牛股天普股份(605255.SH)宣布，股票交易停牌核查工作已完成，9月18日复牌。 9月17日晚间，天普股份公告称，公司股票价格于2025年8月22日至9月10日连续11个交易日涨停，期间多次触及股票 交易异常波动及严重异常波动情形，公司就股票交易异常波动及严重异常波动情况进行停牌核查。鉴于相关核查工作 已完成，经公 ...

Core Viewpoint - The 22nd China-ASEAN Expo showcases significant advancements in AI technology, particularly in multilingual translation services provided by iFlytek, enhancing international communication and collaboration [1][3]. Group 1: Event Overview - The expo, themed "Digital Intelligence Empowering Development, Innovation Leading the Future," features participation from 3,200 enterprises across 60 countries, with Myanmar and Sri Lanka as the theme country and invited partner [1]. - The event aims to foster new consensus and stimulate economic growth in the region, contributing to a peaceful and prosperous community between China and ASEAN [1]. Group 2: iFlytek's Contributions - iFlytek serves as the AI partner for the expo, providing real-time translation in seven languages, marking a significant breakthrough in multilingual processing capabilities [1][3]. - The iFlytek simultaneous interpretation system has been utilized in over 420,000 meetings globally, serving more than 400 million attendees, establishing itself as a new infrastructure for cross-language communication [3]. Group 3: Technology and Innovation - The translation service relies on two core engines: a mature Chinese-English translation model and a specialized model for ASEAN languages, optimized for grammar, cultural context, and professional terminology [4]. - iFlytek introduced innovative subtitle presentation styles tailored for the expo, moving away from traditional formats to enhance audience engagement [5]. Group 4: Digital Human Technology - The expo featured two digital human hosts, a first for the event, designed by iFlytek's team to represent Chinese and ASEAN cultures, showcasing a blend of modern and traditional aesthetics [5][7]. - iFlytek's digital human technology allows for the creation of digital avatars from a single photo, enabling interactive communication in multiple languages and dialects [7]. Group 5: Future Developments - iFlytek plans to launch several products during the expo, including a multilingual model base for ASEAN, a translation SaaS platform, and an upgraded translation device tailored for ASEAN languages [8].

Core Insights - The 2025 Tencent Global Digital Ecosystem Conference focuses on independent innovation and industrial intelligence upgrades, highlighting new trends in global technology and industry development [1] - The wave of Chinese companies going global is accelerating, with over 10,000 new cross-border enterprises expected by 2025, marking a 194.1% year-on-year increase [1] - Companies are shifting from extensive growth to refined operations in response to changes in traffic patterns, localization challenges, and the rise of AI [1] Group 1: Creative Strategy - Wondershare has established global operation centers and is actively recruiting creative talent worldwide, focusing on content co-creation and channel integration to overcome traffic challenges [2] - The company has set up operation centers in cities like Shenzhen, Vancouver, and Tokyo, covering over 200 countries and regions, and is attracting graduates from top global universities [2] - The 2026 global campus recruitment initiative offers competitive salaries, with top R&D talent earning up to 1 million yuan in their first year [2] Group 2: Localization Efforts - As a pioneer in going global, Wondershare emphasizes deep user insights and brand building to transition from "going out" to "integrating in" [2] - Over 90% of the company's revenue comes from overseas, with significant success in the Japanese market, where Wondershare Filmora ranks among the top three video editing software [2] - The company tailors its products to local market needs, developing localized content libraries for specific demographics [2] Group 3: AI Integration - Wondershare leverages AI to enhance internal efficiency and empower external capabilities, significantly boosting its competitive edge in international markets [3] - The company upgraded its AI cloud platform and introduced various AI tools, achieving over 40% code generation through AI tools in the first half of 2025 [3] - New AI products, such as the Wondershare Tianmu multimedia model and AI video creation platforms, aim to lower creative barriers and enhance user experience [3] Group 4: Industry Outlook - The generative AI market is projected to reach $1.8 trillion by 2032, with the AI video generation market expected to grow at a compound annual growth rate of 20% from 2025 to 2032 [4] - Wondershare is recognized as a leading player in the AIGC creative software sector in China, offering a range of products comparable to Adobe [4]

Core Insights - The 2025 Tencent Global Digital Ecosystem Conference focuses on independent innovation and industrial intelligence upgrades, highlighting new trends in global technology and industry development [1] - The wave of Chinese companies going global is accelerating, with over 10,000 new cross-border enterprises expected by 2025, representing a year-on-year growth of 194.1% [1] - Companies are shifting from extensive growth to refined operations in response to changing traffic patterns, localization challenges, and the rise of AI [1] Group 1: Company Strategies - Wondershare Technology has established global operation centers and is actively recruiting global creative talent to overcome traffic challenges through co-creation of content and activities [4] - The company has set up operation centers in cities like Shenzhen, Vancouver, and Tokyo, covering over 200 countries and regions, and has attracted graduates from prestigious universities [4] - Wondershare's overseas revenue accounts for over 90%, with a focus on deep user insights and localized product iterations, particularly in the Japanese market [4] Group 2: AI Integration - Wondershare Technology is enhancing its competitiveness in overseas markets by leveraging AI for internal efficiency and external empowerment [5] - The company has upgraded its AI cloud platform and introduced various AI tools, achieving over 40% code generation by AI tools in the first half of 2025 [5] - The global generative AI market is projected to reach $1.8 trillion by 2032, with the AI video generation market expected to grow at a compound annual growth rate of 20% from 2025 to 2032 [7] Group 3: Product Offerings - Wondershare Technology has launched several creative software products, including Wondershare Filmora and Wondershare SelfyzAI, positioning itself as a leading player in the AIGC creative software sector in China [7] - The company is often referred to as the "Chinese version of Adobe," indicating its significant role in the creative software market [7]

Group 1 - The "AI Guangdong? Yue Movement 21 Cities" AIGC video creation competition has gained widespread attention since its launch on August 8, coinciding with National Fitness Day [1] - The competition is organized by the Southern Finance Media Group and guided by the Communist Youth League of Guangdong Province, with Kling AI as the exclusive technical support platform for AIGC [1][3] - The competition aims to explore the sports culture, historical background, and unique characteristics of cities in the Guangdong-Hong Kong-Macao Greater Bay Area, encouraging participants to create impactful AIGC video works [2] Group 2 - The "AI Creative Camp College Tour: Youth Ignite Plan" will be launched in collaboration with key universities in the Greater Bay Area, featuring training sessions and events to empower students and creative enthusiasts [2] - The competition encourages participants to utilize social media platforms for sharing their works, with metrics such as views, likes, comments, and shares serving as important criteria for online evaluation [3] - The event aims to showcase the integration of AIGC technology with sports culture, inviting all creative and sports enthusiasts to participate and celebrate the upcoming 15th National Games and the Special Olympics [3]

Core Viewpoint - The copyright battle between Hollywood and the AI sector has intensified, with major film studios suing a Chinese AI company, MiniMax, for unauthorized use of iconic intellectual properties in AI model training and commercial services [1][2]. Group 1: Lawsuit Details - Disney, Universal Pictures, and Warner Bros. have filed a lawsuit against MiniMax and its image and video generation service "Hai Luo AI" in a California federal court [1]. - The lawsuit accuses MiniMax of "brazenly" using well-known copyrighted characters, such as Darth Vader from "Star Wars," Minions from "Despicable Me," and Wonder Woman, to promote its AI services [1][2]. - The studios claim that users can generate and download images and videos featuring these characters on "Hai Luo AI" with simple text prompts, which MiniMax markets as a "Hollywood studio in your pocket" [1]. Group 2: Legal and Industry Implications - Prior to the lawsuit, the studios requested MiniMax to take reasonable measures to avoid infringement, but received no response [2]. - The studios emphasize the importance of a responsible approach to AI innovation and their commitment to pursuing accountability for infringers, regardless of their location [2]. - The lawsuit seeks a permanent injunction to prevent MiniMax from offering "Hai Luo AI" services without proper copyright protection [2]. - This case is part of a broader trend of legal disputes between Hollywood and AI generation tools, following similar lawsuits against Midjourney by Disney and Universal in June, with Warner Bros. joining the fray earlier this month [2]. - MiniMax claims to have served over 157 million individual users and thousands of enterprises globally, and is seeking a valuation exceeding $4 billion, aiming to be one of the first publicly listed AI companies in China [2].