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我收到俩BP,一份是Manus(另一份也是)
投中网· 2025-06-16 08:57
近日,据一位正在帮Manus融资的投资人,Manus已经接近完成新一轮人民币融资,由某地国资领投,金额达数亿元,投前估值37亿人民币。 投中网向 Manus高层确认此消息,得到回复"这个完全是谣言"。 不过,这位据称正在帮Manus融资的投资人向我表示,由于签署了保密协议,目前不方便公开更 多细节,但"保证一定会投",还向我提供了两份BP。 一级市场虚虚实实,融资消息真实性我将持续关注。两份 Manus 的 BP (融资计划书),分别对应美元和人民币机构。 先来大概述说 Manus 的近况。 半年估值就翻5倍。 作者丨 张雪 来源丨 投中网 市场上似乎没有哪家 AI 公司像 Manus 这样,从一面世就在盛誉与争议间摇摆。尽管外界评价对这家 AI Agent 公司相当分化,但自 3 月初仅限邀请 用户上线以来,M anus 因能够处理复杂任务的惊艳表现,吸引了全球人工智能界的关注,这使得它成为继 DeepSeek 之后,最热门的中国人工智能 初创企业。 今年 4 月,据彭博社报道, Manus 完成了由 Benchmark 领投的新一轮融资,金额为 7500 万美元(约 5.4 亿人民币),估值也达到了 5 ...
【公告全知道】谷子经济+算力+军工+多模态AI+国产芯片!这家公司设立合资企业主要生产军工消音材料
财联社· 2025-06-15 13:59
每周日至每周四推送明日股市重大公告!内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告,其中重要公告均以红色标注,帮助投资者提前寻找到投资热点, 防范各类黑天鹅事件,并且有充足的时间进行分辨和寻找合适的上市公司。 ①谷子经济+算力+军工+多模态AI+国产芯片!这家公司与上海博物馆等IP合作开发系列文创产品,设立合 资企业主要生产军工消音材料;②军工+量子科技+云计算+数字货币+区块链+ AI智能体+芯片+华为鸿 蒙!这家公司产品已集成抗量子密码算法和量子随机数芯片;③机器人+新能源汽车+光模块!公司豪掷近 60亿元押注光通信赛道。 前言 ...
AI投研应用系列之二:从大模型到智能体,扣子Coze在金融投研中的应用
金融工程 证券研究报告 |深度研究报告 2025/06/13 AI投研应用系列之二: 从大模型到智能体,扣子Coze在金融投研中的应用 马自妍 S1190519070001 证券分析师: 分析师登记编号: 刘晓锋 S1190522090001 证券分析师: 分析师登记编号: P2 目录 请务必阅读正文之后的免责条款部分 守正 出奇 宁静 致远 1. AI Agent赋能投研应用 2. Coze核心功能解析 3. Coze投研应用实践 4. Coze投研应用相关插件 5. Coze在投研领域的应用前景展望 1、AI Agent赋能投研应用 1.1 AI Agent助力智能投研落地 2025年大语言模型(LLM)在技术层面迎来爆发式发展,但在实际应用落地中仍面临一定的局限:复 杂任务拆解能力不足、多工具协同效率低、专业场景适配成本高等问题,制约了其从技术能力向生产 力的转化。 AI Agent通过整合LLM的核心认知能力与外部工具、自动化工作流及领域知识库,助力大模型在智能 投研场景应用中高效落地。 字节跳动于2024年2月推出Coze扣子平台,2025年4月发布"扣子空间"协同办公系统,并于2025年5 月全面 ...
当AI来填报高考志愿 ,你听谁的?
Core Insights - Quark has launched China's first AI model specifically designed for college entrance examination (Gaokao) application scenarios, featuring three core functions: deep search, application report, and intelligent application selection [3] - The model was fine-tuned by benchmarking against industry experts, ensuring that it meets the unique requirements of Gaokao application, which demands high accuracy and logical coherence [3][4] - The fine-tuning process involved creating a structured knowledge base covering over 2,900 universities and nearly 1,600 undergraduate programs, with a focus on data verification and cross-referencing [4] Model Fine-Tuning - The fine-tuning of the model is critical, involving targeted instruction adjustments and the collaboration of hundreds of experts to create a unique generation mechanism [4] - The team distilled thousands of past decisions from human experts to develop a reasoning chain that informs the model's decision-making process [4] - The model's design includes a mechanism to prevent "hallucinations," ensuring that the final recommendations are based on real data and historical validation [4] Agent Product Development - Quark's team served over 30 million users, with 50% being students from third-tier cities or below, indicating a significant market reach [6] - The introduction of the Agent format represents a shift in the industry, with a focus on providing expert-level advice rather than just public information [6] - The year is seen as a pivotal moment for Agent products, with major tech companies rapidly advancing their offerings in this space [6][7] Market Trends - The global AIGC technology penetration is projected to exceed 40% by 2025, with the AI Agent market expected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [7]
How LinkedIn Built Their First AI Agent for Hiring with LangGraph | LangChain Interrupt
LangChain· 2025-06-13 17:16
Hi everyone, thanks for coming. Um, this is my talk agents at scale using langraph. And today I'd like to focus on thinking about scale in two different ways.The first kind of scale I think we're all familiar with. You know, as engineers, product builders, there's a sense of scale in which we want to make sure our services, our apps are able to process tons of data and it's performant. The second kind of scale I think is a little bit more subtle.Um, and what I'd like to focus a lot on in this presentation i ...
国泰海通研究|一周研选0607-0613
壹|本周深度报告汇总 【宏观】 全球变局:锚定"确定性" 在各国信任基础逐渐减弱的情况下,全球产业链、货币体系及资产分析框架都迎来重构,黄金因去美元化 及持续的央行购金需求或呈长期牛市,美元美债定价需关注美元信用因素;国内经济需求端仍待提振,政 策将延续渐进积极基调。 风险提示: 中美贸易摩擦超预期 。 【宏观】 通胀低位:利率下行仍有空间 —— 2025年5月物价数据点评 尽管贸易摩擦有所缓和,但我们观察到私人部门风险偏好冲高后回落,资产负债表修复的进展仍然有限, 导致通胀低位徘徊。因此,通胀回升的关键在内不在外,下半年政策发力有望更加积极。 01、 【宏观】 全球变局:锚定"确定性" 02、 【宏观】 通胀低位:利率下行仍有空间 —— 2025 年 5 月物价数据点评 03、 【宏观】 出口:回归正常化 —— 2025年5月贸易数据点评 04、 【宏观】 美元信用:脆弱边界的紧平衡 05、 【策略】 中国资产交投活跃,融资资金开始回流 ——投资者微观行为洞察手册· 6月第1期 06、 【策略】 行云流水:欧洲央行连续八次降息 07、 【海外策略】 港股是本轮牛市主战场 08、 【固收】稳定币如何影响美债: ...
计算机行业2025年6月暨中期投资策略:AI产业快速迭代,持续看好Agent和算力租赁
Guoxin Securities· 2025-06-13 13:37
优于大市·维持 021-61761067 021-60875168 证券分析师:熊莉 证券分析师:库宏垚 证券研究报告 | 2025年06月13日 计算机行业 2025 年 6 月暨中期投资策略 优于大市 AI 产业快速迭代,持续看好 Agent 和算力租赁 核心观点 行业研究·行业投资策略 计算机 证券分析师:艾宪 0755-22941051 aixian@guosen.com.cn S0980524090001 市场走势 xiongli1@guosen.com.cn kuhongyao@guosen.com.cn S0980519030002 S0980520010001 资料来源:Wind、国信证券经济研究所整理 相关研究报告 《稳定币香港政策落地,关注板块投资机会》 ——2025-06-04 《人工智能专题报告:国内大厂扩张资本开支,算力租赁订单持 续落地》 ——2025-05-21 《计算机行业 2025 年 5 月投资策略暨财报总结-大厂布局 Agent 产品,AI 应用快速落地》 ——2025-05-08 《人工智能行业专题:2025Q1 海外大厂 CapEx 和 ROIC 总结梳理 -2025 ...
How Modern Treasury AI Agents for Financial Payment Operations with LangGraph
LangChain· 2025-06-12 16:30
[Music] I'm Paul Rasgitis and I'm the tech lead for AI products at Modern Treasury. Modern Treasury is the payment operations platform built for the instant economy. At Modern Treasury, our goal is to transform how teams track and move money.Recently, we launched Modern Treasury AI, a horizontal platform that includes chat, task management, monitoring, and an AI agent designed specifically for financial operations. The agent is just one part of this broader experience, but it plays a key role in how users i ...
Databricks CEO on evaluating AI agents
CNBC Television· 2025-06-12 14:45
What is a bottleneck perhaps that CEOs, CIOS, executives aren't talking enough about. Yeah, I would say this thing that we call evaluations or benchmarks like it doesn't matter if the agent can crush it at programming contests or you know do math Olympiad really well and it's smarter than us in math. We wanted to do a specific job at the company.How do we know how it's doing. That's called evaluations or benchmarks. So that's what we focused on when we launched agent bricks and it's a way to do agent learni ...
AI Agent大战开启,字节跳动欲破局
Core Insights - The article discusses the evolution of AI from passive response systems to proactive AI Agents, highlighting the shift in technology focus from traditional applications to intelligent agents capable of autonomous execution [1][2] - Major tech companies, both globally and in China, are heavily investing in AI Agents, viewing them as the next core form of artificial intelligence [1][3] - ByteDance is positioning itself strategically in the AI Agent space through a "technology + scenario" ecological approach, aiming to integrate AI capabilities into various applications [6][8] Industry Trends - The AI industry is transitioning towards a new development paradigm that emphasizes multi-modal models and agent platforms, with a significant upgrade in infrastructure from CPU to GPU and an increase in data processing needs [3][5] - The market for AI Agents is projected to grow significantly, with estimates indicating a rise from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [5] Competitive Landscape - The competitive landscape is characterized by a divide between North American cloud providers focusing on efficient model deployment and Chinese internet giants leveraging user traffic logic to capture market share [4][5] - Numerous startups are also exploring the AI Agent field, either by developing lightweight applications based on open-source models or by specializing in niche areas to avoid direct competition with larger firms [4] ByteDance's Strategy - ByteDance's Volcano Engine is focusing on foundational model development in 2023, with plans to integrate multi-modal capabilities and build an AI Agent ecosystem by 2025 [6][7] - The launch of the "Kouzi Space" platform in April 2025 aims to provide a universal agent that assists users in completing complex tasks through multi-modal interaction and task planning [6][7] - ByteDance is also optimizing costs for its models, with the pricing strategy for its latest models significantly lower than previous versions, facilitating broader adoption [7][8]