近在人工智能浪潮席卷全球的当下，未可知人工智能研究院于近日举办的企业AI 战略落地工作坊第二天上午场活动成功落下帷幕。本次工作坊 聚焦于全球人工智能产业发展趋势洞察、企业变革以及 AI 在企业经营中的落地实施路径，吸引了众多企业高管和行业专家的积极参与，共同 探索 AI 时代的商业机遇与挑战。 一、全球人工智能产业发展趋势洞察 杜雨博士首先深入剖析了全球人工智能产业的发展趋势。数据显示，人工智能行业是目前唯一投融资交 易量上涨的赛道， 2024 年 全 球 AI 融资规模突破历史性高点达到 1004 亿美元，约合人民币 7290 亿元。 然而，中国在该领域的资金占比持续收缩，面临融资约 束与算力瓶颈的双重压力。尽管如此，中国 AI 产业的发展依然展现出强劲的势头，大 语言模型（LLM）的发展加速了中国 AI 在全球市场的扩张，其全球市场份额占比已达 20%。 杜博士指出，生成式 AI 正在重塑全球经济结构和社会发展模式，从文本、音频、图像到视频，AIGC 实现了多模态内容的生成，成为大厂的必 争之地。AI 技术的发展不仅推动了资讯、影视、电商、教育、金融、医疗等行业的变革，还催生了新的商业模式和应用场景。 例 ...

在动画影视行业，AI的迅速普及和法庭对抗正在双线并行。21记者从国内头部动画电影公司了解到，在国内，AI生成亦已进入实际制作中，《哪吒2》等电 影均有实践。与此同时，就在上周，全球最大的图片版权商Getty Images 在英国高等法院起诉 Stability AI，指控其未经许可，使用数百万张照片来训练其文 生图大模型。 21世纪经济报道记者肖潇 北京报道 "生成式AI既不是工具，也不高效，更不廉价。它是一台有缺陷、具有破坏性且运行成本高昂的复印机。" 在有"动画界奥斯卡"之称的安纳西国际动画电影节召开之际，多家工会机构联合发表了一份紧急声明《动画行业陷入危机：面对AI的使用，各国工会宣布进 入紧急状态》，并面向监管者和行业高层提出三项明确主张。 签署的25家组织主要为欧美大型行业工会，包括西班牙视频游戏工会、法国动画和视觉特效工会，美国、比利时、荷兰、爱尔兰等国动画工会。 "动画行业进入紧急状态" 这份最新发布的紧急声明，最主要担心的是就业替代问题。声明认为，AI不仅基于受版权保护的作品进行训练，却并未经过创作者授权，更逐步挤压人类 创作者的生存空间。"用受控制和偏见的创造力替代了人类独有的创造力，会导致 ...

当华尔街还在为AI驱动的智能手机"超级周期"描绘美好前景时，UBS最新调查数据如一盆冷水泼向市场——全球智能手机购买意愿正在急剧萎缩，苹果更 是首当其冲。 据追风交易台消息，本周瑞银发布调查报告，对横跨五国（美、英、德、日、中）的7500名消费者进行的调查显示，未来12个月的智能手机购买意向已从 去年四季度的39%下滑至36%，与去年同期持平。 其中，美国市场的崩塌式下滑尤为引人注目，其远期购买意向从四季度惊人的50%暴跌至37%，同比也低于去年的44%。瑞银分析师David Vogt在其报告 中指出： 美国市场远期购买意向的急剧下滑尤其值得注意。消费者在美国可能征收新关税前，已经提前释放了需求。 苹果首当其冲，iPhone光环褪色 与此同时，消费者的"换机拖延症"正变得愈发严重。 被称为"期望更换周期"的数据——即消费者计划持有多久才更换新手机——已经从去年四季度的29.7个月，悄然延长至31.1个月（约2.59年）。 在这场全面的市场降温中，苹果公司感受到的寒意或许最为直接。 调查显示，iPhone的未来12个月购买意向份额已从去年四季度的18%降至14%。 在美国这个关键市场，其跌幅更为惨重，从24%大 ...

【观网财经丨智能早报 6月11日】 中办、国办发文允许在港粤企深交所上市 中共中央办公厅、国务院办公厅发布关于深入推进深圳综合改革试点深化改革创新扩大开放的意见。健 全金融服务实体经济的激励约束机制。支持深圳开展科技产业金融一体化专项试点。健全科技型企业信 贷、知识产权证券化、科技成果和知识产权交易等实践场景和规则体系。优化科技型企业债权和股权融 资协同衔接机制。深化绿色金融改革。支持保险资金依法合规投资在深圳发起设立的主要投向特定领域 的私募股权投资基金和创业投资基金。允许在香港联合交易所上市的粤港澳大湾区企业，按照政策规定 在深圳证券交易所上市。（新华社） 腾讯音乐收购喜马拉雅100%股权 6月10日，腾讯音乐娱乐集团于纽交所和港交所发布公告，公告称腾讯音乐与中国领先的在线音频平台 之一喜马拉雅控股（下称喜马拉雅）及其他若干订约方就拟收购喜马拉雅签订并购协议及计划。受限于 交割前提条件的满足，腾讯音乐拟以下述对价全资收购喜马拉雅：（1）12.6亿美元现金；（2）总数不 超过总股数5.1986%的腾讯音乐A类普通股（总股数为不晚于交易交割前五个工作日的工作日当天腾讯 音乐已发行及发行在外的普通股）；及（3） ...

Core Viewpoint - The demand for custom AI chips is surging among large tech companies due to the supply constraints and high prices of Nvidia's AI chips, leading to a significant increase in Broadcom's stock price and market capitalization [1][2]. Company Performance - Broadcom's stock price has surged over 70% in the past two months, with its market value surpassing $1 trillion, positioning it among the top companies in the U.S. stock market [1]. - The latest financial report indicates that revenue from AI processing chips and related network chips is expected to reach $5.1 billion this quarter, marking a year-on-year growth of approximately 60% and accounting for about one-third of the company's total revenue [2]. Market Trends - The custom AI chip market is projected to grow significantly, with Morgan Stanley estimating it will reach approximately $30 billion by 2027, nearly tripling from $12 billion last year [2]. - Major tech companies, including Google and Meta Platforms, are increasingly adopting custom chips to meet their growing AI computing needs [2]. Competitive Landscape - Broadcom faces increasing competition in the custom AI chip market from U.S. chip manufacturers like Marvell and Taiwan's MediaTek, which are accelerating their efforts in this space [4]. - The overall AI chip market is expected to grow at an annual rate of 23%, potentially reaching nearly $500 billion by 2030, indicating a broader market opportunity beyond just custom chips [4]. Investment Outlook - Broadcom's expected price-to-earnings ratio is currently at 33.6 times, reflecting a premium of over 20% compared to the Philadelphia Semiconductor Index and 13% higher than Nvidia, indicating high investor expectations [5]. - Despite the optimistic outlook, there are concerns that Broadcom's stock may face short-term corrections due to already high market expectations [5].

Summary of SPS Commerce (SPSC) FY Conference Call - June 10, 2025 Company Overview - SPS Commerce operates a cloud-based network connecting retailers and suppliers for efficient supply chain information exchange, primarily focused on the ordering process [4][5] - The company has the largest EDI (Electronic Data Interchange) network in North America, emphasizing community enablement to connect suppliers digitally to retailers [6][10] Key Points Industry and Market Position - SPS Commerce's total addressable market (TAM) is now estimated at $11 billion, up from a previous estimate of $5 billion, reflecting growth in the EDI market [14][15] - The U.S. accounts for approximately $6.5 billion of the TAM, with a potential global supplier base of about 275,000, including 147,000 in the U.S. [15] Revenue Growth and Customer Acquisition - The company reported 300 net new customers in Q1, indicating a reacceleration in network expansion, driven by community enablement programs [10][12] - Revenue growth can come from new customer acquisition or increasing average revenue per customer, influenced by the nature of community enablement programs [11][12] Pricing Model - The core EDI pricing model is based on the number of connections suppliers have within the network, with a fixed fee per connection making up about 80% of revenue [21][23] - A small variable component is based on the number of documents exchanged, which remains stable despite fluctuations in consumer spending [21][23] Research and Development (R&D) - R&D spending has been consistent at about 10% of sales, focusing on enhancing existing products and internal tools, with a growing emphasis on AI and machine learning [24][26] - The company is also developing rule books to help retailers manage their supply chain processes more effectively [26] New Product Development - SPS recently launched a manufacturing supply chain performance suite aimed at co-packers and manufacturers, addressing upstream supply chain needs [28][29] - The company has also acquired revenue recovery software to help suppliers manage chargebacks and deductions from retailers, presenting a significant cross-selling opportunity [32][36] Financial Metrics and Goals - SPS aims for adjusted EBITDA margins of at least 35%, with current margins in the upper twenties [47] - The company targets gross margins in the low to mid-seventies, with ongoing investments in customer experience expected to drive improvements [48][45] International Growth - Currently, 17% of sales are international, with growth ambitions focused on expanding direct sales and community enablement in Europe following the acquisition of Thai Kinetics [51][52] Data Monetization Opportunities - SPS is exploring ways to monetize the data generated from transactions on its network, potentially offering insights for demand planning and forecasting [73] Additional Insights - The company has a strong focus on community enablement programs, which not only drive supplier connections but also enhance revenue opportunities through existing customer relationships [56] - The integration of recent acquisitions is ongoing, with efforts to standardize pricing and service delivery models [40][41] This summary encapsulates the key points discussed during the SPS Commerce FY Conference Call, highlighting the company's strategic initiatives, market position, and financial outlook.

生成式AI 一、 苹果 六大OS大变样，AI模型免费开放 ，但新Siri 又鸽了 1. 苹果发布六大系统统一设计，采用全新"Liquid Glass"流体玻璃元素，视觉效果大幅提 升； 2. 开放端侧大语言模型访问权限给所有App，系统级AI功能无处不在，包括视觉搜索、实时 翻译； 3. iPadOS窗口系统迎来重大更新， macOS联动iPhone功能增强 ，但新Siri再次推迟发布。 https://mp.weixin.qq.com/s/U7SmtQdmLX9N3qGJNnM1Rw 二、 苹果推出 Xcode 26 开发者工具，内置 ChatGPT 等 AI 功能 1. 苹果宣布Xcode 26将集成ChatGPT，使开发者能通过AI辅助代码编写、文档生成和错误 修复； 2. 新增窗口置顶功能，让划词结果窗口固定悬浮，不打断阅读节奏提高效率； 3. 升级功能特别适用于浏览外文网站、阅读英文文档和专业论文场景，可更新最新版本使 用。 2. 开发者可通过API密钥将其他供应商的AI模型引入Xcode，构建多元智能编程生态； 3. 苹果发布Foundation Models框架，让开发者仅需三行代码即可调用设备 ...

以下文章来源于互联网怪盗团 ，作者怪盗团团长裴培 互联网怪盗团 . 一生只为那颗星。 本文来自微信公众号： 互联网怪盗团 （ID：TMTphantom） ，作者：怪盗团团长裴培，原文标题： 《现在真到了"劝退"计算机专业的时候吗？写在今年高考结束后》，题图来源：AI生成 又一年的高考即将结束，很快又要开始填志愿了。过去二十年，在国内教育领域存在一个久经考验的 定律：学计算机是不会吃亏的。很多专业曾经成为热门专业，又都因为各种原因而衰落，但计算机一 直持续坚挺。在互联网兴起之前，计算机毕业生可以进入IT外企获取高薪；在互联网兴起之后，则 可以进入互联网大厂争取财务自由。计算机专业的光芒不仅照耀着中国，也照耀着美国——数以万计 的留学生跑到美国之后会立即研究"转码"，即转到任何与计算机相关的专业，然后去硅谷当码农。 有人说：高考是普通人家的子女改变命运的最佳出路。我还要补充一句：学计算机专业是这条出路的 最佳分岔路口， 不但质量高，而且容量大 ——仅仅在互联网大厂及中厂工作过的码农，恐怕就有几 十万乃至上百万之多。相比之下， 经济、金融等专业的金字塔尖虽然很高，但是金字塔的总体规模 有限，容纳效率不高。 糟糕的是 ...

Core Viewpoint - Beijing aims to enhance its fashion industry through the "High-Quality Development Implementation Plan (2025-2027)", focusing on smart design applications, innovation, and green development [1][2]. Group 1: Industry Development Plans - The plan includes the establishment of future design laboratories to foster an ecosystem for intelligent design applications by 2027 [1]. - The fashion industry will expand to include smart electronic products, smart home items, and smart travel goods, integrating advanced technologies like AI and IoT [1]. - The initiative promotes the use of generative AI in design, virtual prototyping, and immersive user experiences to reduce R&D cycles and enhance product iteration [1]. Group 2: Key Focus Areas - In addition to tech products, the fashion industry will also prioritize clothing, beauty products, health foods, sports gear, and creative arts [2]. - The plan encourages collaboration across the supply chain, fostering shared resources in R&D, manufacturing, and market services [2]. - Beijing will develop fashion-themed industrial parks that combine design, manufacturing, and display functions, creating a diverse and open fashion ecosystem [2].

Core Viewpoint - Many exciting Chinese tech companies are choosing London as their gateway to expand into the European market [1] Group 1: London as a Tech Hub - London Tech Week has attracted over 30,000 participants from nearly 130 countries to discuss hot topics like generative AI and quantum computing [1] - London is positioned as a crucial part of the global tech ecosystem and acts as a bridge between major countries, particularly between China and the US [3] - The UK ranks third globally in tech strength, following the US and China, and has strong collaborations with nearby cities like Paris [3] Group 2: Innovation and Commercialization - The UK has top-tier scientific research capabilities, with prestigious universities like Oxford and Cambridge contributing to innovation [3] - There has been a slow pace in commercializing research into large enterprises over the past decade, but this is changing [4] - A wave of innovative companies from the UK is expected to emerge in the next three to five years due to increased focus from various stakeholders [5] Group 3: Globalization and Market Entry - UK companies must adopt a global mindset early on due to the smaller domestic market size compared to China and the US [5] - Localizing products and teams is crucial for international expansion, as success in one market does not guarantee success in another [6] - Building a unified corporate culture across different continents is one of the biggest challenges for international founders [6] Group 4: Support for Chinese Tech Companies - The London & Partners organization offers support to Chinese investors and entrepreneurs looking to establish tech companies in London [7] - Assistance includes simplifying processes related to immigration, taxation, and legal entity registration, as well as building key networks [7] - Recent examples of Chinese companies entering the London market include BIPO, HanShuo Technology, and Honor [7]