以下文章来源于光子星球 ，作者郝鑫 光子星球 . 细微之处，看见未来 将投中网设为"星标⭐"，第一时间收获最新推送 处在上市前夜的AI六小虎，却各有各的难。 作者丨 郝鑫 编辑丨 吴先之 来源丨 光子星球 隔壁阿里Qwen3刷新模型记录，字节豆包全家桶打折甩卖。资本和市场就像两个无形的手，让大模 型六小虎们（月之暗面、智谱AI、MiniMax、阶跃星辰、百川智能、零一万物）不敢再沉寂下去。 智谱宣布获得浦东创投集团和张江集团联合10亿元人民币的战略投资，并开源新一代视觉语言大模 型GLM-4.1V-Thinking和全新的生态平台"Agent应用空间"；月之暗面开源代码模型Kimi-Dev， 上市这个选择，既关乎"面子"也关乎"里子"，一方面是靠融资上市续命，缓解"吞金"的压力，另一 方面是争夺行业话语权，撕掉"掉队"的标签。 不过，处在上市前夜的AI六小虎，却各有各的难，能否一举成功上市尚未可知，上市之后仍是挑战重 重。 各有各的难处 首个AI Agent项目Kimi Researcher（深度研究）开启内测；MiniMax"五连更"，涵盖推理模型、 视频生成模型、智能体、音色设计。 截至目前，六小虎中的两 ...

Group 1 - Xi Jinping emphasized the development of wind power, hydrogen energy, and other energy sources to build a new energy system while ensuring coal supply responsibilities [1] - The coal industry is encouraged to transition from low-end to high-end products, moving from primary fuels to high-value products [1] Group 2 - Trump announced a 50% tariff on copper products and up to 200% on pharmaceuticals, causing New York copper futures to surge by 17% to a record high [2] - The potential tariffs could increase costs for many industries reliant on copper and disrupt the global copper supply chain [2] Group 3 - The State Council issued a directive to promote the application of AI large models and new technologies in government services to enhance administrative efficiency [3] - The focus is on ensuring safety while steadily advancing the integration of these technologies [3] Group 4 - Tongwei Co. stated that there is no confirmed news regarding the recent rumors of silicon material storage, but prices for silicon materials have significantly increased [4] - The photovoltaic sector is actively responding to market conditions, leading to notable performance among silicon material companies [4] Group 5 - The Chinese government is set to release June CPI data, which may impact market expectations and investment strategies [5] - Investment advice emphasizes avoiding foolish mistakes rather than trying to appear overly clever, highlighting the importance of long-term advantages [5] Group 6 - Various securities firms suggest that "anti-involution" and AI are key drivers for market growth, with potential for major financial and cyclical resource sectors to lead the way [6][7] - There is a high probability of the Shanghai Composite Index breaking through the 3500-point mark, with financial and technology sectors expected to play crucial roles [7] Group 7 - Seven departments jointly released opinions to accelerate the construction of a universal childcare service system, indicating growth potential in the maternal and infant sector [8] - Zhejiang province launched a consumption promotion action for the summer of 2025, focusing on cultural tourism and sports events, which may benefit related sectors [9] Group 8 - Meta reportedly invested $3.5 billion in a European partner for AI smart glasses, which are expected to be a key application for AI technology [10] - The market is anticipated to enter a phase of intensive new product releases, benefiting the related industry chain [10] Group 9 - Shen Shen Fang A reported a net profit of 85 million to 120 million yuan for the first half of the year, marking a year-on-year increase of 1411.70% to 2034.17% [11] - Shengnong Development expects a net profit of 850 million to 950 million yuan for the first half of the year, reflecting a year-on-year growth of 732.89% to 830.88% [13]

据彭博社报道，苹果 AI 模型负责人 Ruoming Pang 将离职加入 Meta，成为小扎"超级智能"团队的一员。这也是继 OpenAI、Google、Anthropic 之后， Meta 挖到的又一位重磅 AI 人才。 从 Google Brain 到 Apple Intelligence 翻开 Ruoming Pang 的简历，你会发现他的职业路径干净利落：博士毕业后只待过两家公司——Google 和 Apple。 他 2006 年从普林斯顿大学拿到博士学位，随后加入 Google，一干就是 15 年。 在 Google 时期，他是 Brain 部门语音识别和人机交互领域的技术中坚，Tacotron 2 项目的关键贡献者之一。 根据 Google Scholar 数据，他的论文总引用次数达 46,364 次，其中近五年就占了 92%，他在学术界以及行业的影响力正处于持续攀升中。 | Ruoming Pang | | FOLLOW | GET MY OWN PROFILE | | | | --- | --- | --- | --- | --- | --- | | Apple Al/ML | | | | ...

长江商报消息 数字化转型是勘察设计行业高质量发展的必然过程。近日，湖北省住房和城乡建设厅等八部门联合印发 《促进全省勘察设计行业数字化转型发展的若干措施》（下称《措施》）。据悉，这是全国出台的首部 省级勘察设计行业数字化转型发展政策性文件，十分具有前瞻性，也为勘察设计行业转型指明了方向。 湖北省住建厅日前披露的数据显示，湖北勘察设计行业年营业收入超过4000亿元，其中，2023年达 4314.93亿元，位居全国第三、中部第一。 推进企业差异化转型 据了解，《措施》从增强行业数字化技术创新能力、推动企业数字化转型提档升级、强化复合型专业人 才培养、健全行业数字化转型服务体系等四个方面，共提出了10项举措，包括打造创新协同平台、开展 关键技术攻关、加快管理数字化升级、推进业务数字化提质、支持拓展数字化业务、加强"数字+勘察 设计"专业人才供给等各项支持政策。 在科技创新上，《措施》突出自主创新与集成应用相结合。湖北立足国家战略需求，聚焦勘察设计行业 关键核心技术，从重基础、抓攻关、转成果三个方面，构建了"基础研究+技术攻关+成果转化"的科技 创新体系。 在企业转型上，突出系统推进与分类施策相结合。湖北创新性地建立 ...

Core Insights - The establishment of the "FoodSeek" model aims to address data silos in the food industry and enhance food safety and innovation in research and production [1][2] - The model is designed to provide multi-dimensional functionalities such as information extraction, reasoning, precise analysis, and intelligent Q&A specifically for the food discipline [2] - Future developments will focus on improving the model's analytical capabilities and creating application-oriented intelligent agents for various industry needs [3] Group 1 - The "FoodSeek" model is a collaboration initiated by Jiangnan University with partners like iFlytek and Huawei, marking the first specialized AI model for the food discipline globally [1] - The model aims to bridge the gap between agricultural production and consumer food safety, enhancing the overall quality of life [1] - The model will soon be accessible to the public through web and mobile platforms, allowing users to inquire about health diets and food safety [2] Group 2 - The research team has developed a high-quality corpus and foundational model for the food discipline, enabling the model to assist students with real-time tutoring and data analysis [2] - Future enhancements will include pre-training and fine-tuning to improve the model's decision-making and multi-modal analysis capabilities [3] - The team plans to explore applications such as food recipe design and health assistance, catering to the entire food industry [3]

Group 1 - The communication sector experienced a significant increase, with the communication ETF (515880) rising over 4.6% on July 8 [1] - The demand for high-speed optical modules is expected to enhance the industry's profitability, driven by the rise of large models and generative AI applications, which are expanding the AI server market [1] - According to Lightcounting's forecast, the market size for 800G Ethernet optical modules is projected to exceed $40 billion by 2025, with the overall market for 800G and 1.6T optical modules expected to surpass $16 billion by 2029 [1] Group 2 - Chinese optical module manufacturers have been increasing their global market share, with the latest 2024 global optical module TOP10 list showing Chinese firms occupying 7 out of 10 positions [1] - The communication ETF (515880) tracks the communication equipment index and includes listed companies involved in communication equipment manufacturing and technology services, reflecting the overall performance of the sector [1] - The optical module weight in the communication ETF (515880) is nearly 30%, positioning it to benefit significantly from the current AI wave [1]

Core Viewpoint - Dou Shen Education is intensifying its efforts in AI education, launching new products such as Super Training Ground and Learning Companion Robot, aiming to leverage AI for growth in a competitive market [1][3][4]. Group 1: Product Development - Dou Shen Education has introduced Super Training Ground, which deconstructs the writing process into visual elements using 3D modeling, allowing children to learn from multiple perspectives [3]. - The Learning Companion Robot provides real-time targeted training for students, addressing challenges in personalized learning [3]. - The company has launched its self-developed end-model integrated education product "Dou Shen AI," which has seen 190,000 downloads within 20 days of its new version release [3][4]. Group 2: Financial Performance - In 2024, Dou Shen Education's AI education business achieved revenue of 27.31 million yuan, indicating a strategic focus on AI as a key growth area [4]. - The company aims to enhance its AI technology research and expand product applications, indicating a commitment to improving educational content accuracy and production efficiency [4]. Group 3: Industry Competition - The AI education sector is becoming increasingly competitive, with other companies like Yuanfudao and Xueersi launching their own AI products, posing challenges for Dou Shen Education [4][5]. - Industry experts highlight the rapid technological advancements in AI, necessitating continuous investment in research and development for Dou Shen Education to maintain its competitive edge [5]. Group 4: Future Outlook - Dou Shen Education plans to transition from a technology-supported training company to a fully-fledged AI education company by 2025, expanding its subject coverage beyond language to include mathematics and English [5]. - The company faces challenges in keeping its educational products updated with the fast-paced technological changes in AI, which is a common issue across the industry [5].

Group 1 - Xi Jinping emphasized the need to develop wind power, hydrogen energy, and other energy sources while enhancing the coal industry from low-end to high-value products, aiming to build a new energy system [1] Group 2 - The State Council issued an opinion to optimize government services and enhance administrative efficiency, promoting the application of new technologies like AI in public services [2] Group 3 - Seven departments jointly released opinions to accelerate the construction of an inclusive childcare service system, focusing on a "1+N" model for childcare services [3][4] Group 4 - The Ministry of Foreign Affairs responded to Trump's announcement of tariffs on imports from 14 countries, reiterating that trade wars have no winners and protectionism harms all parties [5][13] Group 5 - In June, the retail market for new energy passenger vehicles grew by 29.7% year-on-year, with total retail sales reaching 1.111 million units [7][8] Group 6 - Changan Automobile is in the critical phase of restructuring, with a preparatory group formed and the new Changan Group expected to be established in August [9] Group 7 - The market is concerned about the potential loss of majority seats by the ruling coalition in Japan's upcoming elections, leading to a surge in long-term bond yields [14] Group 8 - Zhongke Xingtu and Zhongke Shuguang signed a cooperation agreement to advance space computing technology, indicating a growing interest in the domestic computing market [16][22]

Core Viewpoint - The article discusses the new deployment of the "Efficient Handling of One Matter" initiative, which aims to streamline government services and improve efficiency for both enterprises and the public [1][4]. Group 1: Implementation and Mechanism - The State Council's recent opinion emphasizes the need for a normalized approach to the "Efficient Handling of One Matter" initiative, which is crucial for the development of a digital government [2][4]. - The core significance of the normalized approach is to shift government services from a "dispersed reform" model to a "systematic reconstruction," focusing on key matters to enhance cross-departmental collaboration [2][3]. Group 2: Service Improvement Measures - The opinion outlines several measures to promote the normalized implementation of key matters, including integrated handling of cross-departmental issues, reducing overall processing time, and minimizing the number of visits required [4][5]. - It encourages the expansion of service scenarios that are beneficial to both enterprises and the public, aiming to enhance the business environment and improve government service efficiency [5]. Group 3: Data Sharing and Technology - Establishing efficient data sharing channels and implementing the "Government Data Sharing Regulations" are critical for achieving "one-stop" integrated services [6][7]. - The article highlights the importance of utilizing new technologies, such as artificial intelligence, to provide intelligent services that can better meet the needs of enterprises and the public [8]. Group 4: Reform and Collaboration - The article stresses the importance of establishing a user demand response mechanism to transition from passive responses to proactive governance [9]. - It advocates for a national "one chess game" approach to enhance the standardization and integration of government services, ensuring that they are closely aligned with the needs of the public [9].

《意见》指出，坚持集约高效、整体规划，加强资产调剂共享，避免低效闲置、铺张浪费，坚 决防治和纠正政务服务中的"面子工程"。强化统筹规划，在确保安全的前提下稳妥有序推进人 工智能大模型等新技术在政务服务领域应用。持续完善全国一体化在线政务服务平台，强化有 关业务系统集约整合和互联互通，提高安全防护能力水平。 《意见》要求，国务院有关部门要加强本行业本领域重点事项统筹协调，强化条块联动，实现 涉及本行业本领域的"一件事"标准统一、业务协同。各省（自治区、直辖市）人民政府要统筹 推进本地区"高效办成一件事"工作，明确部门分工，加强综合协调，强化跟踪督办和创新激 励。注重发挥市县级政务服务管理部门直接服务企业和群众的优势，创造性推动重点事项在基 层一线落地见效。 日前，国务院办公厅印发《关于健全"高效办成一件事"重点事项常态化推进机制的意见》（以 下简称《意见》），对进一步优化政务服务、提升行政效能，健全常态化推进机制作出部署。 《意见》强调，要坚持以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和 二十届二中、三中全会精神，践行以人民为中心的发展思想，进一步发挥"高效办成一件事"牵 引作用，推动重点事项 ...