高盛发布研报称，随着苍穹智能体2.0平台的发布，重申对金蝶国际(00268)的买入评级，该平台具备覆 盖财务、商旅、招聘等功能的特性，由多个AI基础模型驱动。该行预期公司将继续将智能体扩展至AI 销售、AI运营、AI决策等领域，并使AI智能体能够根据不同用户行为提供定制化体验。凭借其在苍穹 和星瀚云积累的客户基础，公司目标到2030年AI贡献约20%的总收入。伴随着员工效率和盈利能力的提 升，该行看好金蝶作为本土企业服务领导者带来的增量生成式AI收入。 AI智能体支持高效工作：金蝶已推出五个由AI基础模型(深度求索/文心一言/豆包/Kimi等)驱动的AI智能 体(财务智能体/企业商旅智能体/对话式BI/招聘智能体/AI知识库)，并持续开发新的智能体。公司强调用 户可以同时调用多个AI智能体，这些智能体将根据用户的个人偏好和历史行为定制并完成任务。 财务智能体：金蝶云·星瀚财务智能体可汇总关键财务数据并为公司管理层和个人投资者生成分析报 告，这表明公司正在向ToC应用扩展。 企业商旅智能体：多个智能体可帮助员工规划行程，并根据用户偏好完成机票和酒店预订，同时节省员 工报销时间。 AI渗透多元化客户群：该行看到金 ...

IDC中国全球及中国副总裁王吉平在演讲中提到，智能终端制造商出海需精准把握全球化战略与新兴机 遇。他深入剖析了新兴市场需求增长态势，指出5G和AI等新兴技术的强劲驱动作用，以及消费者行为 的显著变化等关键市场趋势。同时，王吉平也指出了企业出海将遇到的挑战，涵盖政策法规差异、品牌 文化碰撞、复杂供应链物流，以及激烈国际与本土品牌竞争等多方面。他给出应对策略，包括精准选择 目标市场、实施本地化设计、拓展多渠道销售、强化品牌营销和推进生态合作等。王吉平强调，未来厂 商要紧抓元宇宙、物联网创新机遇，推进可持续发展，平衡全球化布局与本地化需求。 本报讯(记者冯雨瑶)6月17日，IDC Directions：ICT市场趋势论坛(北京站)成功举办，ICT业界头部企业 代表、行业数字化专家、投资机构等400余位嘉宾聚集一堂，探讨AI领航的时代，如何重塑业务转型之 路。 IDC中国副总裁兼首席分析师武连峰分享了关于AI大转型的深度洞察。基于IDC研究，到2030年AI累计 产生的全球经济影响将达22.3万亿美元，占全球GDP的3.7%，其巨大的中长期价值驱动企业进行AI大转 型。他提出，AI大转型需要转变战略、员工与组织等，并 ...

GUIRoboTron-Speech团队 投稿 量子位 | 公众号 QbitAI 只需要动动嘴就可以驱动GUI代理？ 由美团和浙江大学联合推出的 GUIRoboTron-Speech ——让用户解放双手，直接对计算机"发号施令"。 从文本到语音，智能代理的下一次进化 当前，以大型语言模型（LLMs）为核心的自主GUI智能体，已能通过文本指令自动执行跨应用、多步骤的复杂任务，极大地提升了用户的工 作效率。但这种对文本的依赖，限制了其在更广泛场景下的应用。 试想一个常见的家庭场景：在对家中的公用电脑发出指令"打开我的浏览器"时，一个仅能理解文本的智能体将不知所措——它无法分辨指令发 出者是家庭中的哪一位成员，自然不知道什么是"我的"浏览器。 然而，一个能够直接处理语音的智能体，则可以通过分析独特的声纹特征，准确识别指令发出者的身份，并打开该成员的个性化Google浏览 器界面。 这正是语音模态所蕴含的独特价值——它不仅传递了指令内容，更包含了身份、情绪等丰富的非言语线索，而这些对于实现真正个性化和智能 化的交互至关重要。 传统的解决方案，如采用"语音识别(ASR)模型转录+文本GUI代理"的级联方式，不仅会增加系 ...

演讲中，李君深入阐释了智能体作为人工智能关键演进方向的重要性。他回溯阿兰·图灵"高度智能有机体"概念，强 调智能体通过感知、规划与执行能力，实现复杂任务自主完成。"大模型是'顾问'，提供智慧大脑；智能体则成为'AI专 班'，为AI装上眼、手、脚。"他以"把大象放进冰箱"比喻，说明其拆解任务、自主执行的本质，标志AI从"说到"迈向"做 到"的关键进化。 在探讨智能体如何深刻变革传播及更广泛领域时，实验室集中探索其在传媒业的创新应用。李君指出，从AI顾问至 AI助理再到AI专班，智能体不仅赋能内容生产，还推动采编流程的全智能化，而"新闻+智能体"的创新应用，还助力主 流媒体与各行各业实现全新连接服务，逐步创造行业新生态。 李君出席代理式人工智能峰会并发表主旨演讲。人民网 严小晶摄 此外，李君重点介绍人民网"初芯"智能体平台的核心价值与实践成果。"初芯"依托人民网独有的海量优质数据资源 和各垂类AI服务能力，深度赋能人民网自身及衍生平台的内容生产、舆情研判、社会治理等全链条业务。 人民网上海6月19日电 （严小晶）2025年世界移动通信大会（上海）（简称"MWC上海"）6月18日至20日举行。人 民日报社传播内容认 ...

文｜号外工作室 资本市场即将迎来"大模型除幻第一股"！ 2025年6月17日，北京海致科技集团股份有限公司（以下简称"海致科技"）向港交所递交招股书，拟港股主板上市，此次IPO的 联席保荐人分别为招银国际、中银国际、申万宏源。 海致科技是由互联网老兵任旭阳创立的人工智能企业，他领导的这家公司用知识图谱给大模型"治病"，成为中国产业智能体赛 道隐形冠军。当资本市场迎来"大模型除幻第一股"，技术情怀与商业现实如何共舞？ 1、百度系老兵的第三次创业 海致科技成立于2013年，由百度元老、前副总裁任旭阳创立。任旭阳曾主导爱奇艺和一点资讯的创立，并担任真知创投董事 长，其丰富的互联网创业经验为海致科技注入了战略视野与资源整合能力。 2013年创立海致科技时，任旭阳将技术情怀注入公司基因："一定要做出属于中国自己的世界级软件。"如今担任董事长的他， 在招股书中被描述为"负责提供战略方向与指引"的关键角色。 海致科技的核心管理层的配置凸显技术底色：CEO杨再飞、CTO杨娟、副总万澎江组成的铁三角，平均年龄不足45岁。新加入 的CFO孙君博曾任出门问问CFO，操盘过AI公司上市全程，补齐资本运作关键拼图。 海致科技致力于通过 ...

Core Insights - The article highlights the transformative impact of AI technology on industries, particularly through the use of commercial intelligent agents like JD Cloud's JoyAgent during the 618 shopping festival [1][2]. Group 1: Commercial Intelligent Agents - The concept of "intelligent agents" is rapidly evolving, with commercial intelligent agents designed specifically for enterprise applications, distinguishing them from general-purpose agents [2]. - JoyAgent integrates deeply into the production chain, allowing employees to focus on strategic goals while the intelligent agent handles execution, creating a new productivity paradigm [2][3]. - JoyAgent's capabilities were demonstrated during the 618 event, where it analyzed vast data streams to predict inventory shortages and generated urgent replenishment plans, significantly reducing procurement time from days to minutes [2][3]. Group 2: Technological Foundation - JD's unique technology matrix, which includes a knowledge base across various sectors and a mixed-agent model, enhances JoyAgent's task handling capabilities, surpassing competitors in benchmark tests [3]. - The integration of JoyAgent into business systems allows for seamless human-machine collaboration, positioning it as a core driver of organizational evolution [3][4]. Group 3: Digital Employees - The emergence of digital employees, exemplified by JoyAgent, is reshaping organizational structures into agile networks that do not rely on traditional hierarchies [4]. - Digital employees are becoming integral to key business functions, enabling human workers to focus on higher-value tasks, thus transforming the value creation logic within organizations [4][5]. - The collaboration between humans and digital employees is likened to a continuous intelligent spiral, merging human creativity with machine execution [4][5]. Group 4: Future Competitiveness - The article posits that the future competitive advantage for companies will hinge on their ability to collaborate effectively with digital employees rather than solely on scale or manpower [5][6]. - The evolution of organizations from physical entities to entities woven from human intelligence and computational power is emphasized, with JoyAgent serving as a testament to this shift [6].

6月19日，2025上海世界移动通信大会(MWC上海)期间，荣耀CEO李健在主题演讲中宣布，将于7月2日 发布最新一代AI折叠旗舰荣耀Magic V5。据悉，全栈式个人知识库、多智能体协同带来的PC级生产 力、全品牌互联互通等都将落地到这款手机中。他表示，荣耀Magic V5将成为全球最轻薄的折叠屏手 机，也是"行业最强"AI智能体手机。(新浪财经) ...

Group 1: Federal Reserve and Economic Outlook - The Federal Reserve maintains the federal funds rate target range at 4.25%-4.5% and anticipates two rate cuts by the end of the year [2] - Economic growth forecast for this year has been downgraded to 1.4%, while inflation expectations have been raised to 3% [2] - The labor market remains strong, with no signs of economic weakness, but uncertainties regarding trade and fiscal policies persist [2][4] Group 2: AI and Internet Sector Insights - UBS reports that the KWEB China Internet ETF has risen 18% year-to-date, driven by valuation, particularly in AI stocks [5] - Key focus areas for the second half of the year include AI monetization, overseas expansion, and profit margin restructuring [5] - The transition from commission to advertising revenue is expected to enhance profit margins for e-commerce platforms [5] Group 3: Global Market Sentiment - A Bank of America survey indicates that 54% of fund managers favor international stocks over U.S. stocks for the next five years [8] - Concerns about trade wars and potential global recession are highlighted as significant tail risks [8] - Investor sentiment has improved, with 66% believing in a soft landing for the global economy in the next 12 months [8] Group 4: AI Transformation in Software Industry - Goldman Sachs predicts that "intelligent AI" will transform the enterprise software ecosystem, with a market size expected to grow by at least 20% by 2030 [10] - The customer service software market is projected to grow at a rate of 45%, with intelligent AI expected to capture over 60% of the software industry [10] - Companies like Microsoft, Google, and Adobe are recommended for investment due to their potential in the new AI ecosystem [10] Group 5: Gene Editing Sector Developments - Eli Lilly's acquisition of Verve Therapeutics for up to $1.3 billion signals a positive outlook for the gene editing industry [11] - Verve's stock surged by 81.5% following the acquisition announcement, indicating strong market interest in gene therapy [11] - The investment logic in gene editing is shifting towards specific targets and clear payment models, moving beyond platform potential [12]

Group 1 - Goldman Sachs reports that the next phase of generative AI, termed "Agentic AI," will significantly transform the enterprise software ecosystem [1][2] - Over the next three years, Agentic AI is expected to unlock productivity gains at the application layer, with the global software market projected to expand by at least 20% by 2030 [2][3] - The customer service software market could see growth rates between 20% to 45%, driven by the integration of traditional SaaS and AI agents [2][3] Group 2 - SaaS companies are anticipated to capture a substantial share of the new Agentic AI market, but their innovation pace is critical, and the transition may not be linear [3][4] - By 2030, Agentic AI is expected to account for over 60% of the total software market, potentially becoming the new user interface for knowledge workers [3][4] - Existing SaaS leaders are showing signs of enhancing execution capabilities, indicating a clear strategic market awareness [3][4] Group 3 - The technological architecture for generative AI applications will require a new tech stack, leading to significant changes in existing architectures [4] - The rise of AI platform layers and the improvement of key middleware will be crucial for the development of AI-native applications [4] - SaaS companies must adapt to emerging AI standards and adjust their architectures to successfully integrate into the generative AI enterprise application ecosystem [4][5] Group 4 - Despite current limitations in SaaS giants' transitions due to generative AI technology maturity, these factors are expected to translate into sustained growth momentum after 2027 [5] - Investors are advised to focus on companies such as Microsoft, Google, Salesforce, ServiceNow, HubSpot, Adobe, and several private firms as potential investment opportunities [5]

Core Insights - The rise of intelligent agents in the AI sector is being driven by significant investments from various Chinese tech companies, with predictions that 2025 may mark a breakthrough year for this technology [1][2] - Intelligent agents are defined as interactive systems that utilize AI to understand external stimuli and generate meaningful actions, encompassing key technologies such as environmental perception, decision planning, autonomous learning, multimodal interaction, and task execution [2] Company Developments - Luckin Coffee has implemented an intelligent agent in its app, allowing users to order coffee through voice commands, significantly enhancing order efficiency [1] - Lenovo has launched the Tianxi personal super intelligent agent, which integrates into personal computers, smartphones, and tablets, focusing on multimodal interaction while ensuring data privacy and security [1] - JD.com operates over 14,000 intelligent agents that handle more than 18% of work tasks, particularly in areas like food delivery recruitment and financial management [1] Industry Trends - The development of intelligent agents is seen as a catalyst for industrial upgrades, creating new business models and economic growth points [2] - The technology is expected to evolve from passive tools to proactive executors, with the potential for widespread application in daily life and work environments [3] - Experts suggest that specialized intelligent agents may have a greater chance of successful implementation compared to general-purpose agents, with the potential for significant growth in the SaaS market [3]