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]

辅导老师介绍 老师均在CVPR、ICCV、ECCV、ICLR、RSS、ICML、ICRA等顶级会议上发表论文，有较丰富的 指导经验。 学员要求 自带一份简历，学校背景：国内TOP100高校，国外QS200以内； 具身智能之心论文辅导正式推出啦！去年的成果还算不错，几个同学中了CVPR和ICRA等会议， 今年和老师们沟通过后，准备继续辅导几名同学冲下顶会，感兴趣的同学可以咨询，辅导方向如 下。 主要方向 更多咨询 多模态大模型，VLA、机器人导航、机器人抓取、具身泛化、具身合成数据、端到端具身智能 体、3DGS等方向； 详细内容欢迎添加微信：oooops-life，做进一步了解。 ...

成立于 2013年的 海致科技 专注于通过图模融合技术开发产业级智能体并提供产业级人工智能解决 方案。 作为 中国首家通过知识图谱有效减少大模型幻觉的 AI企业 ，这一 技术突破使海致科技能够开发智 能体，并为企业提供人工智能解决方案。通过融合大语言模型的推理规划能力、知识图谱的精确性与 可解释性，加之 自己 行业知识 与 落地实施能力，致科技开发的智能体与人工智能解决方案能有效 适应企业需求 。 2022年至2024年， 海致科技向客户提供两 大 人工智能解决方案： 1、 Atlas图谱解决方案， 其 基于海致科技 自己 的图计算与数据分析能力构建，包含 DMC数据智能平台、Atlas知识图谱平台 和 AtlasGraph图数据库 ； 2、 Atlas智能体， 这是 基于海致科技图模融合技术开发的智能体解决 方案。 截至目前， 海致科技的解决方案已在反欺诈、智能营销、智能营运、风险识别、数据治理 和 智能 制造等多类应用场景中实现落地 ，并正在 拓展新的应用场景，以更全面地赋能客户整体运营与决策 流程。截至 2024年12月31日，海致科技 已 与 300多家客户合作，涵盖 超 100 个应用场景。 根据弗 ...

Key Points - The document outlines a series of important economic events and data releases scheduled for May and June 2025, including trade balances, inflation rates, and central bank speeches [1] Group 1: Economic Data Releases - Japan's import and export data along with the merchandise trade balance for May will be released [1] - The UK will release its Consumer Price Index (CPI) for May at 14:00 [1] - The Eurozone's final CPI for May will be published at 17:00 [1] - The US will report on new housing starts and building permits for May at 20:30, along with initial jobless claims for the week ending June 14 [1] - The US will also release its international capital net inflow data for April at 04:00 the following day [1] Group 2: Central Bank Events - Multiple speeches from European Central Bank (ECB) officials are scheduled throughout the day, including remarks from Elderson, Donnelly, Panetta, Escriva, Villeroy, and Knot [1] - The Bank of Canada Governor Macklem will discuss the Canadian economic outlook and inflation trends [1] - The Federal Reserve will release its FOMC interest rate decision and quarterly economic projections at 02:00 the next day, followed by a press conference by Chairman Powell at 02:30 [1] Group 3: Conferences and Forums - The 2025 Data Intelligence Conference in Beijing will unveil the "Intelligent Body Industry Map" [1] - The 2025 Lujiazui Forum will take place in Shanghai [1]

①脑机接口+算力+固态电池+机器人+国产芯片+国企改革！这家公司参股企业主要从事医疗级全植入式无 线脑机接口系统研发；②脑机接口+边缘计算+机器人+ AI智能体+多模态AI+跨境电商！这家公司脑机技术 聚焦教育、医疗、养老三大核心应用场景；③创新药+细胞免疫治疗！公司创新药产品获欧盟孤儿药资格 认定。 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。 前言 ...

KA 大客户需求强劲，AI Agent 商业化加速落地 迈富时(2556) ——迈富时公司跟踪报告 股票研究 /[Table_Date] 2025.06.17 2025-06-17 [Table_Market] 交易数据 本报告导读： 公司实现营收高增长与现金流大幅优化，AI+SaaS 生态驱动中小+KA 双市场突破，客 户粘性持续提升，AI Agent 商业化加速落地带动公司业绩持续性增长。 投资要点： | [Table_Finance] 财务摘要（百万人民币） 风险提示。AI | 2022 | 2023 | 进展不及预期；业务拓展不及预期；市场竞争加剧。 | 2024 2025E 2026E 2027E | | | | --- | --- | --- | --- | --- | --- | --- | | 营业收入 | 1,143 | 1,232 | 1,559 | 2,368 | 3,251 | 4,327 | | (+/-)% | 30.3% | 7.8% | 26.5% | 51.9% | 37.3% | 33.1% | | 毛利润 | 560 | 706 | 826 | 1,218 | 1,671 ...

作者：刘锋 在 21 世纪的科学版图上，两个 重要 的谜题如同两座遥远而宏伟的山峰，吸引着人类智慧最前沿 的探索者。一座是物理学的终极圣杯：如何将描述宏观宇宙引力规律的广义相对论与描绘微观世 界 奇异 现象的量子力学统一在同一个理论框架之下。另一座则是智能科学的核心难题：智能的 本质是什么？意识又从何而来？ 这两个看似风马牛不相及的挑战，却 有着 深刻的内在关联。 现代 物理学理论中，无论是广义相 对论定义的时空参考系、量子力学引发的测量坍缩，还是热力学 所揭示的熵增方向，其核心都指 向了 " 观察者 " 这一角色。而在人工智能的研究中， "智能体"作为能够感知和决策主体，已成为 AI领域学术与产业的核心。 一个富有启发性的观点逐渐浮现：物理学中的 " 观察者 " ，或许可以 被理解为一种特定 形式的 " 智能体 " 。 2025 年 6 月 ， 我们发表近预印本论文 《 Generalized Agent Theory from First Principles （ 基于第 一性原理的广义智能体理论 ） 》，这是历经 11 年时间 的 探索过程 ，首次较系统的阐述了广义 智能体理论的整体框架 ， 并由此对智 ...