家电丨市场观察 本周看点： -奔向AI的厨电战争，该为谁打响？ -阿里、小米们加速"围攻"Meta，AI眼镜打响"持久战"; -空间计算机很好， 但苹果、INAIR、魅族谁更接近未来？ 行业环境 1.奔向AI的厨电战争，该为谁打响？ 关键词 ： 厨房,年轻人,智能化,烹饪,户外经济 概要 ： 在消费格局变化下，厨房对年轻人吸引力减弱，中国厨电企业通过AI技术融合推出智 能化产品吸引用户，如"食神"大模型。但市场对其高溢价和数据安全问题态度不一。行业还面 临房地产下行、海外竞争等挑战，企业尝试多元化发展、优化设计并加速出海。未来，厨电企 业需拓展饮食产业链，借助AI赋能降低下厨门槛，重塑市场格局，把握智能化发展机遇。 2.阿里、小米们加速"围攻"Meta，AI眼镜打响"持久战" 关键词 ： AI眼镜,智能硬件,市场表现,供应链,佩戴体验 概要 ： 扎克伯格认为智能眼镜将成未来手机，2024年一季度全球销量达60万台，同比增长 216%，远超VR和AR。Meta引领行业，苹果等加速布局，但中国产品多停留在"PPT"阶段。AI 眼镜因成本低、佩戴舒适受青睐，预计2025年销量达550万台。然而，技术设计平衡、SKU ...

Core Viewpoint - The article emphasizes the significant updates in HarmonyOS 6, showcasing a comprehensive embrace of AI and intelligent agents, marking a pivotal evolution in the operating system's capabilities [2][60]. Group 1: AI Integration - The new AI features include a video call capability for the Xiao Yi assistant, allowing real-time interaction and explanation of its surroundings [3][26]. - AI will enhance various system applications, including advanced photo editing capabilities, with AI-driven style effects and composition assistance based on over 500,000 images [5][20][22]. - The Xiao Yi assistant has been upgraded to integrate with Huawei's Pangu and DeepSeek models, utilizing a training dataset of 20 trillion tokens [14][15]. Group 2: Ecosystem Expansion - Over 3,000 applications and meta-services are currently in accelerated development to become more integrated with HarmonyOS [9]. - The HarmonyOS 6 developer Beta version introduces a new interconnected architecture, supporting over 660 applications for a smoother and more innovative experience [8]. - The launch of over 50 HarmonyOS smart agents, including popular applications like Weibo and DingTalk, highlights the ecosystem's growth [8][34]. Group 3: Cross-Device Connectivity - The "One Touch Share" feature allows users to share content across devices seamlessly, now supporting over 50 applications and enabling multi-device sharing without data consumption [37][40]. - The system supports reverse transmission, allowing users to transfer edited images back to their mobile devices effortlessly [54]. - The seamless integration across devices is showcased in a promotional video, demonstrating the fluid transfer of media between various Huawei devices [56]. Group 4: Developer Engagement - The event featured numerous developers showcasing their contributions to the HarmonyOS ecosystem, indicating a robust collaborative environment [57][58]. - The article suggests that HarmonyOS is not merely a replacement for Android but is designed for the AI era, emphasizing its unique capabilities and fully domestic development [59][60].

Group 1 - The 2025 World Mobile Communication Conference held in Shanghai highlighted AI intelligent agents as a key focus, showcasing innovations in smart terminals, communication technologies, and urban governance [1][4] - AI smartphones can autonomously interpret information, such as identifying medication and setting reminders, demonstrating advanced user interaction capabilities [1][3] - The concept of intelligent agents extends beyond smartphones to various devices like AI glasses and watches, enhancing personal task management and spatial understanding [3][4] Group 2 - The Wi-Fi sensing integration project in Shanghai aims to automatically detect personnel status and optimize energy consumption, achieving a 15% reduction in air conditioning energy use through AI algorithms [4][6] - The integration of AI with communication networks is leading to the emergence of urban intelligent agents, which enhance city governance by enabling real-time data-driven decision-making [6][8] - The development of city super intelligent agents allows for more complex urban tasks, enhancing the capabilities of city management systems beyond mere data collection and visualization [8]

《科创板日报》20日讯，华为首批50+鸿蒙智能体即将上线。基于鸿蒙智能体，消费者与鸿蒙系统、应 用的交互将发生根本改变，通过鸿蒙智能体系统级安全可信、自主可控的个性化、多智能体间高效协 同、多设备间自然流程等特质，真正从传统的"以用户指令为中心"转变为"以用户意图为中心"。 华为发布全新鸿蒙智能体 ...

Core Insights - Minglue Technology officially launched AdEff, an AI-driven global advertising testing and optimization product, on June 19 [1] - AdEff is developed based on Minglue's proprietary Hypergraph Multimodal Large Language Model (HMLLM) and employs a collaborative architecture of large models and mixed expert models [1] - The product aims to address long-standing challenges in advertising testing and optimization regarding time and cost, providing a new efficiency tool for the creative industry [1] Group 1 - AdEff can simulate consumer feedback on advertising creativity in just a few minutes and provide targeted optimization suggestions [1] - The product enables marketing and creative professionals to make more agile and informed decisions based on data, enhancing the success rate of advertising campaigns [1] - AdEff significantly reduces the cost of advertising testing, allowing companies to test every advertisement and find a balance between "creative sensibility" and "commercial rationality" [1] Group 2 - AdEff represents the latest application of generative AI technology and intelligent agents in the marketing services sector, indicating the future direction of marketing tool development [2] - The company plans to continue enhancing AdEff in areas such as brand content measurement types, technical optimization, personalized adaptation, and global ecosystem expansion [2]

Group 1 - The core viewpoint of the news highlights the significant integration of AI capabilities in global applications, with 90% of the Top 100 applications incorporating AI, leading to over 1.2 billion monthly active users in AI applications [1] - The shift in mobile terminals from an app-centric model to an agent-centric model is emphasized, predicting nearly 10 billion personal AI agents by 2030, which will transform user interaction experiences [1] - The A-share market experienced a slight decline, but certain AI-related stocks showed resilience, with notable increases in companies like Chipone Technology and others, indicating a high market interest in AI themes [1] Group 2 - Open Source Securities indicates that the investment value in the AI sector is becoming increasingly evident, driven by the rapid iteration and performance enhancement of AI large model technologies [2] - The practical application of AIGC technology is being reinforced, particularly in education, coding, and gaming, supported by recent policies in Beijing that incentivize game companies to enhance R&D efficiency through AI [2] - The demand for AI computing power is being driven by low-latency applications such as AI video calls and online gaming, which are boosting the overall demand for domestic AI computing power [2]

Core Viewpoint - The importance of safety and trustworthiness in digital financial innovation is emphasized, highlighting the need for regulatory clarity and market confidence [1][5][6]. Group 1: Digital Financial Innovation Principles - The "high, medium, initial, small" principle is proposed to balance innovation and risk tolerance, allowing for some flexibility in risk management [1][8]. - Financial models must prioritize safety, reliability, and explainability, with a focus on advanced security technologies to prevent malicious attacks [2][4]. Group 2: Key Considerations for Financial Models - Financial models should avoid pitfalls such as model hallucination, discrimination, algorithmic resonance, AI deception, and the coldness of machine interactions [4]. - The need for legal clarity regarding the status and responsibilities of financial AI is highlighted, ensuring that financial institutions have clear decision-making accountability [4][6]. Group 3: Economic Efficiency and Collaboration - Industry-level financial models should be developed through extensive data pre-training and customization to reduce development costs and expand application ranges [5]. - Collaboration between strong tech companies and financial institutions is encouraged to lead the development of industry-level financial models and applications [5]. Group 4: Regulatory Innovation - The necessity for a robust regulatory framework for digital finance is stressed, including the establishment of clear business norms and a comprehensive regulatory system [6][7]. - The balance between innovation and regulation is crucial, with a call for a flexible approach that does not stifle innovation while ensuring market stability [7][8].

Group 1 - Shanghai United Imaging Intelligence Medical Technology Co., Ltd. (United Imaging Intelligence) successfully completed a Series A financing round with a total scale of 1 billion yuan [1] - The financing was led by E Fund Private Equity Fund Management Co., Ltd. and Shanggong Investment Management, with participation from various institutions including Shanghai United, Shengshi Capital, and others [1] - United Imaging Intelligence is a subsidiary of United Imaging Group, focusing on artificial intelligence in healthcare, providing integrated AI solutions across multiple scenarios and diseases [1] Group 2 - The completion of the Series A financing will accelerate both technological innovation and product implementation [2] - The company plans to increase investment in research and development in cutting-edge areas such as medical large models and intelligent agents, enhancing the depth of AI technology innovation in healthcare [2] - United Imaging Intelligence aims to optimize its product service system and accelerate market expansion, facilitating the clinical transformation of technological innovations for the benefit of more medical institutions and patients [2]

Core Insights - JD Finance has launched an AI wealth management tool named "Jing Xiaobei," which utilizes multi-model fusion and multi-agent collaboration to enhance investment opportunities and provide a smarter wealth management experience [1] Group 1: Multi-Model Fusion - Jing Xiaobei integrates a hybrid large model system that combines general capabilities with specialized financial models, enhancing financial analysis and decision-making [2] - The tool accesses vast amounts of structured and unstructured financial data, including real-time market data and macroeconomic indicators, to respond quickly to market dynamics [2] - For example, in fund diagnostics, Jing Xiaobei can analyze market trends and generate multi-dimensional quantitative evaluation reports to support user decision-making [2] Group 2: Risk Mitigation - Jing Xiaobei addresses AI "hallucination" risks by utilizing data from the JD Finance platform and employing methods like position analysis and risk preference tracking [3] - The system establishes a dynamic data lineage tracking system to ensure data reliability and automatically monitors asset portfolio deviations, triggering risk alerts when necessary [3] Group 3: Comprehensive Service Innovation - The product features five core functions: investment opportunities, intelligent analysis, asset optimization, risk alerts, and growth support, all integrated into the JD Finance app [4] - Jing Xiaobei offers personalized recommendations based on user profiles and historical preferences, enhancing user experience and operational efficiency [4] - The AI tool continuously learns from user interactions, improving service accuracy over time and transforming complex financial decision-making into a closed-loop experience [4] - JD Finance aims to deepen the integration of AI technology with financial scenarios, iterating on model capabilities and expanding service boundaries to reshape wealth management [4]

2025.06. 20 本文字数：2076，阅读时长大约4分钟 作者 | 第一财经 吕倩 本周又是Agent（智能体）热度持续的一周。北京时间6月19日，国内大模型初创企业Minimax发布能够 完成长程（Long Horizon）复杂任务的通用智能体MiniMax Agent，多步规划专家级解决方案、拆解任 务需求、执行多个子任务从而交付最终结果。 大模型干活更强了 在山姆·奥尔特曼的表述中，新模式的显著特性已不是性能多么好，而是干活多么强。 即将发布的GPT-5将不再是一个单一功能的产品，而是一个经过架构融合的综合性产物，该变化折射的 是山姆对AGI（通用人工智能）定义理解的变动，他表示，现在AI的发展已远远超过五年前行业根据软件 认知能力而提出的AGI定义。当下更需要考虑的是，AGI需要什么？山姆认为是能够自主发现新科学或极 大提高人们使用工具发现新科学的能力，例如当下正火的AI编程产品。 一位二级市场券商分析师对记者表示，大模型真正产生价值始于Agent开始为人类工作，虽然行业还处于 非常早期的阶段。过去的AI也具备提效功能，但存在功能单一且依赖人类指导、缺乏通用性和自主性等问 题。Agent将自然语 ...