专题：2025中国国际数码互动娱乐展览会（ChinaJoy） 8月1日至4日，第二十二届ChinaJoy将在上海新国际博览中心盛大启幕。三七互娱（维权）技术中心数 据副总裁王传鹏在CDEC高峰论坛发表演讲，他表示，三七互娱的AI战略包括文化、组织、人才、能 力、投资六个方面。 他表示，三七自研游戏行业大模型"小七大模型"，对过去的数字化能力进行重构。通向AGI之路包括三 个方向，自然语言、视觉语言、编程语言，这三方面都会朝着AGI发展，也会产生融合。 "在当前AI赋能之下，游戏行业可以打通全流程，包括方案策划、创意来源、创意制作、版权检测等方 面，我们能够实现AI全流程覆盖。"他表示，"AI赋能下的高效工作模式，是让思考者做选择，让梦想家 去创造。"（罗宁） 新浪声明：所有会议实录均为现场速记整理，未经演讲者审阅，新浪网登载此文出于传递更多信息之目 的，并不意味着赞同其观点或证实其描述。 责任编辑：李昂 ...

借势超出市场预期的强劲季报，加上巨资刚刚组建的AI"梦之队"，扎克伯格高调宣布了Meta最新的AI 战略：个人超级智能。 扎克伯格坚持AI眼镜至少与手机同样重要。他在分析师会上表示："我仍然认为，眼镜基本上是人工智 能的理想形态，因为你可以让人工智能看到你一整天看到的东西，听到你听到的东西，并与你对 话，"他认为，一旦在眼镜上装上显示器，可以全天与人工智能系统互动。 他在视频中说："在过去的几个月里，我们开始隐约看到一个重大转折的端倪——我们的AI系统，已经 在尝试改进自身。这种进步尚属初级，速度也不快，但其趋势已无法否认。超级智能的诞生，如今已近 在眼前。" 扎克伯格的讲话，传出三个最重要的信息： 首先，Meta将对开源做出重大调整。扎克伯格称这是出于缓解超级智能风险的考虑，将会"非常小心选 择开源的范围"。 其次，超级智能将拥有超级个人终端，即AI眼镜或者头显，它们甚至将像手机一样，成为个人计算主 平台。 最后，他公开反对奥特曼等人的AGI主张，未来的社会将是由掌握了超级智能的个人组成，而不是像 OpenAI所主张的那样，AGI凌驾于社会，然后向个人发放"全民基本工资"的福利。 个人超级智能将贯穿于Met ...

Group 1 - Mercedes-Benz reported a significant decline in net profit by 55.8% year-on-year for the first half of 2025, with sales revenue decreasing by 8.6% to €72.6 billion [1] - Audi's net profit fell by 37.5% year-on-year in the first half of 2025, attributed to U.S. tariff policies and increased transformation costs, resulting in a loss of approximately €600 million [1] - The cash flow of Germany's three major automotive manufacturers is projected to decrease by €10 billion this year due to U.S. tariff policies and other factors [1] Group 2 - Leap Motor announced the production of its 10,000th unit of the B01 model, a pure electric sedan, which was launched on July 24 with a price range of ¥89,800 to ¥119,800 [1] - Toyota achieved a record global sales volume of 5,544,880 vehicles in the first half of 2025, marking a 7.4% increase year-on-year and surpassing Volkswagen's sales [1]

Core Viewpoint - The development of multi-modal information perception and processing capabilities is essential for achieving Artificial General Intelligence (AGI), marking a significant transition from language models to AGI [1][3]. Group 1: SenseNova V6.5 Model Upgrade - SenseNova V6.5 introduces three major breakthroughs: enhanced reasoning capabilities, improved efficiency with a cost-performance ratio increased by over 300%, and advanced data analysis leading to end-to-end scenario implementation [3][4]. - The model's multi-modal reasoning and interaction capabilities have significantly improved, surpassing competitors like Gemini 2.5 Pro and Claude 4-sonnet in text reasoning and multi-modal interaction [4][5]. - The new architecture promotes early cross-modal fusion, resulting in a 20% increase in pre-training throughput, a 40% boost in reinforcement learning efficiency, and a 35% improvement in reasoning throughput [5]. Group 2: Application of Multi-Modal Capabilities - The upgraded SenseNova V6.5 enables the "Xiaohuanxiong" AI assistant to handle complex multi-modal inputs, providing in-depth analysis and professional visualization outputs, thus transforming AI from a productivity tool to a true productivity driver [6][8]. - Xiaohuanxiong achieves near 100% accuracy in tasks such as time series calculations, data matching, mathematical computations, and anomaly detection, positioning it at the international benchmark level [6][10]. - The AI assistant can simplify complex data inputs, such as Excel sheets with merged cells and nested tables, and generate comprehensive analysis reports [10][12]. Group 3: Industry Impact and User Engagement - The Xiaohuanxiong assistant has been deployed in various sectors, including education and finance, with over 10 million users benefiting from its capabilities [15]. - In the education sector, it has improved student learning efficiency by 15-30% and reduced academic anxiety by 40% across more than 500 institutions [13]. - The financial version of Xiaohuanxiong offers solutions for knowledge assistance, intelligent querying, and multi-modal claims processing, establishing a new paradigm for human-machine collaboration in decision-making [14].

Core Viewpoint - The article highlights the unprecedented enthusiasm and advancements in the AI industry showcased at the Shanghai World Artificial Intelligence Conference (WAIC), emphasizing the transformative impact of DeepSeek and the emergence of various trends in AI technology and applications [3][4]. Group 1: Key Trends in AI - Trend 1: DeepSeek has fundamentally changed the perception of AI in China, with a growing belief in the potential for achieving AGI (Artificial General Intelligence) [6][7]. - Trend 2: New foundational large models are not only focused on state-of-the-art (SOTA) performance but also on reasoning, multimodality, and cost-effectiveness [8][11]. - Trend 3: Open-source large models have entered a new phase in China, with significant players like Tongyi Qianwen leading the way [17][18][28]. Group 2: Integration of Hardware and Software - Trend 4: The integration of chips and models is creating a fully domestic AI ecosystem, with a focus on collaboration between hardware and software [32][34]. - Trend 5: AI infrastructure is rapidly developing, with vertical industry models providing direct productivity benefits, as seen in sectors like energy and finance [50][60]. Group 3: Consumer-Focused Innovations - Trend 6: AI innovation is shifting towards consumer-facing products, with AI agents becoming a new focal point in various applications [66][81]. - Trend 7: The first wave of commercial AI terminals includes automobiles, headphones, and glasses, indicating a growing market for AI-integrated hardware [88][99]. Group 4: Robotics and Non-Transformer Architectures - Trend 8: The field of embodied intelligent robots is experiencing rapid growth, with advancements in capabilities and applications [112][134]. - Trend 9: Non-Transformer architectures are emerging from research into practical applications, showcasing innovative approaches in AI development [144][146]. Group 5: Competitive Landscape - Trend 10: The gap between China's AI capabilities and those of Silicon Valley has narrowed to approximately six months, highlighting China's unique advantages in resources and talent [150][155].

Group 1 - Apple will close its first direct store in China located in Dalian on August 9, 2025, due to the departure of multiple retailers from the shopping center [2] - Several companies, including ByteDance and Xiaomi, have announced donations to support disaster relief efforts in the Beijing-Tianjin-Hebei region, with ByteDance donating 10 million yuan and Xiaomi contributing 5 million yuan [2] Group 2 - ByteDance denied rumors about launching a car brand called "Doubao Automobile," stating that it has no plans for autonomous driving business [3] - The short video app Hongguo achieved 210 million monthly active users in June, surpassing Youku's 200 million, marking the first time a short video app has outperformed long video platforms [3] - Meituan's "Raccoon Canteen" reported a 40-fold increase in search volume and a 164% rise in overall exposure since its launch, emphasizing its commitment to not compete with merchants [3] Group 3 - Microsoft is in deep negotiations with OpenAI for a new agreement that would allow it to continuously access key OpenAI technologies, with a potential deal expected in a few weeks [3] - A criminal gang selling counterfeit Labubu toys was dismantled in Shanghai, with over 5,000 fake items seized and the total sales amounting to over 12 million yuan [3] Group 4 - Changan Automobile announced that it will directly hold 14.23% of shares in Changan Automobile Group, increasing its stake to 35.04% due to a corporate restructuring [9] - Walmart's subsidiaries have experienced multiple executive changes, including the appointment of Zhao Chengning as the new legal representative of Walmart (Guangdong) [9] Group 5 - China Ping An appointed Wang Xiaohang, former vice president of Ant Group, as its Chief Technology Officer, bringing nearly 20 years of experience in the finance and technology sectors [14] - Miniso has launched a marriage and childbirth reward program with an initial investment of 10 million yuan, offering financial incentives for employees [14][19] Group 6 - Li Auto's new electric SUV, the Li i8, was launched with a price range of 321,800 to 369,800 yuan, and it is expected to start deliveries on August 20 [25][26] - The total box office for the summer movie season in 2025 has surpassed 5.5 billion yuan as of July 29 [32]

80家参展公司、150多个机器人产品，与观众的感知一致，今年WAIC无论是科技创业还是投资话题， 热度最高的赛道无疑集中在具身智能。 "作为投资者，都有点心虚。"7月28日，启明创投主管合伙人周志峰在WAIC的创投论坛上如此表示。 仅仅在过去的一个月里，多家具身智能企业的融资消息频出，大厂和机构争相出手，热钱涌入，大家都 要挤上牌桌，头部公司估值水涨船高。据IT桔子数据，截至目前，今年国内人形机器人领域共发生99起 投融资事件，远超去年全年的67起，但这个赛道仍充满了高度不确定性。 去年起，机构就感受到AI投资越来越"热"了。整个2025年上半年，AI初创企业吸引了全球53%的风险投 资基金，虽然市面上出现过"预训练这条路快走到头了，Scaling Law是不是不灵了"的论调，但投资仍在 持续流向基础模型公司。 全球53%的风险投资基金流向AI初创企业/智通财经记者摄 AI投资"热"的同时，也意味着噪音更多了，怎么在噪音中独立判断且思考布局，是对投资人的考验。 而从创业者角度来看，AI创业资源消耗巨大，且是全球竞争最激烈的行业之一，在这样的行业里创 业，难度同样在提升。 旷视科技CEO印奇以"千里科技董事长" ...

Core Viewpoint - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai highlighted the significant advancements in AI technology, particularly in the commercialization of robotics, with a focus on practical applications across various industries [1][19]. Group 1: Industry Trends - The WAIC showcased over 800 participating companies and more than 40 large models, indicating a shift from content creation and customer service to applications in industrial manufacturing, healthcare, and financial risk control [1]. - The keyword "technology landing" emerged as a central theme, emphasizing the importance of practical applications of AI technology in real-world scenarios [1]. Group 2: Company Developments - Cloud Deep Technology has successfully implemented its products in over 600 industry applications across 44 countries and 34 provinces in China, covering sectors such as construction surveying, industrial operations, emergency firefighting, and security patrols [3]. - The company has developed a new generation "Intelligent Patrol System" that can autonomously manage multiple quadruped robots, enhancing inspection efficiency and quality in complex environments [9]. Group 3: Customer Demand - There has been a shift in customer focus from the technical capabilities of robots to their ability to replace manual labor and reduce operational costs [5]. - For instance, a transformer station in Zhejiang has fully adopted Cloud Deep's quadruped robots for routine inspections, achieving over 1,000 hours of average fault-free operation [7]. Group 4: Product Innovations - The "Zhi Ying Lite3" robot, which allows for immersive interaction through AR glasses, was a highlight at the WAIC, showcasing the integration of embodied intelligence and large models [10]. - The "Mountain Cat M20" robot has demonstrated exceptional mobility and is being explored for applications in power inspection, emergency firefighting, and logistics [12][14]. Group 5: Financial Growth and Future Outlook - Cloud Deep Technology recently completed a financing round of nearly 500 million RMB, which will be used to expand production lines for quadruped robots and advance humanoid robot technology [18]. - The company is entering a new phase of large-scale production, with a clear focus on practical technology applications, as the market increasingly favors companies that demonstrate effective technology implementation [15][18].

衡宇 发自 WAIC 量子位 | 公众号 QbitAI 智能时代的尺度，在计算资源与智能效率的双重牵引下正在极速压缩、迅速蔓延。 两年前，我们惊艳于几千卡集群训练而成的GPT3.5；但今天，一部手机也可以装下与它同等性能的小型AI了。 2025年WAIC上， 无问芯穹联合创始人、CEO夏立雪 如此说道。 他还代表无问芯穹，带来了AI落地这道难题的最新回答—— 三个盒子，打通从十万卡到一张卡的AI效能跃升路径 。 是的，仅仅是三个盒子。 在无问芯穹看来，这三个盒子背后，是一整套面向未来的智能基础设施设计。 什么是三个盒子？ "三个盒子"其实是无问芯穹全规模AI效能跃升方案的三大核心产品： 这是一整套软硬件协同系统，专为未来智能基础设施设计，能覆盖从云到端的各种规模场景，支持多种异构算力，同时打通模型调度、性能优 化到应用部署的全流程。 我们一个一个来看—— 大盒子：无穹AI云 大盒子：无穹AI云 中盒子：无界智算平台 小盒子：无垠终端智能 大盒子，即无问芯穹推出的 无穹AI云 ，是面向万卡至十万卡级别的智算网络，为超大规模算力集群的利用提供了一个系统性的解决方案。 夏立雪在现场透露，无界智算平台已在超过100个 ...

Core Insights - The "AI Practicalists" event at the 2025 World Artificial Intelligence Conference (WAIC) focused on the application of AI technology in various industries, highlighting the transition of AI from its first phase to a more productive second phase for enterprises [1][2] - DingTalk's CTO, Zhu Hong, emphasized that the next few years will see the rapid emergence of vertical AGI (Artificial General Intelligence) and that 2025 will mark the year of implementation for industry-specific and enterprise-exclusive models [1][2] - DingTalk aims to enhance its AI capabilities and assist clients in leveraging data value and industrial intelligence to achieve new heights in the AI era [2][3] AI Application Scenarios - Zhu Hong revealed the top ten AI capabilities commonly used on DingTalk, which include voice-to-text, message summarization, translation, AI spreadsheets, and intelligent financial data insights [2] - These AI capabilities simplify human-machine collaboration, lower the skill requirements for users, and significantly improve efficiency by reducing repetitive tasks [2] - The release of the "AI Practicalist" case manual showcases AI applications from 12 well-known companies across various sectors, demonstrating significant cost savings and efficiency improvements [2] Future Outlook - DingTalk plans to deepen its platform capabilities and lower the barriers to AI application, collaborating with numerous enterprises to transform AI technology into a new productive force for business development [3] - The company expresses a commitment to exploring infinite possibilities in the AI implementation year and beyond [3]