Core Insights - The 2025 World Artificial Intelligence Conference (WAIC 2025) concluded successfully in Shanghai, featuring over 1,500 top experts from more than 70 countries and regions, showcasing over 3,000 cutting-edge technologies, with more than 100 global and Chinese product debuts [2] - The conference highlighted a shift in the AI industry from "parameter competition" to "value creation," indicating China's AI sector is moving towards defining global standards and promoting inclusive development [2] - Huawei showcased its Ascend 384 SuperNode (Atlas 900 A3 SuperPoD), which addresses communication bottlenecks in AI model training and inference through high bandwidth and low latency interconnects among 384 NPUs [2] AI Model Development - Over 80 large models have been developed based on Huawei's Ascend platform, with partnerships involving over 2,700 collaborators to create more than 6,000 industry solutions across 11 sectors, including internet, finance, and healthcare [4] - Zhaoxin presented its KX-7000N AIPC processor, which integrates high-performance NPUs to enhance local AI processing capabilities for applications like speech recognition and image generation [4][6] AI Hardware Innovations - Moore Threads showcased its full-featured GPU solutions, emphasizing their role in general-purpose accelerated computing platforms and various industry applications, including professional graphics rendering and AI model training [6][8] - Muxi introduced its flagship GPU, the Xiyun C600, which is designed to provide reliable computing power for critical sectors, marking a significant step in domestic supply chain development [8][10] Industrial AI Applications - Siemens made its debut at WAIC, presenting its Industrial Copilot system, which integrates large language models with industry knowledge to enhance production efficiency by 50% [11][15] - The company also demonstrated AI applications in energy systems and process industries, showcasing its extensive patent portfolio and AI expertise [15] Ecosystem Development - North Electric Intelligence introduced a comprehensive AI empowerment system that integrates city-level AI infrastructure with industry-specific solutions, aiming to enhance digital transformation across various sectors [11][13] - Super Fusion launched its FusionOne AI solution, which aims to bridge the gap in AI implementation across industries by providing a full-stack digital resource intelligent system [15][17] Consumer AI Products - Rokid unveiled its lightweight AR glasses, which utilize advanced technologies for seamless user interaction, showcasing the potential of AI in enhancing user experiences in everyday scenarios [19]

7月28日消息，面向用户工作、生活以及健康管理等多元场景，OPPO携多项前沿AI终端技术与应用成果亮相2025年世界人工智能大会（WAIC 2025）。 OPPO副总裁、健康实验室负责人曾子敬在论坛上发布了OPPO健康实验室历时四年深耕的行业突破性成果 ——行业首个AI健康档案，以及更懂你的 OPPO AI 健康管家。据介绍，这套方案以手机用户核心场景为锚点，构建起"监测-分析-预警-预防-改善"的全链路服务体系，不仅重塑了个人健康管理模 式，更推动健康服务行业从"被动治疗"向"主动预防" 跨越，为用户带来个性化、智能化的健康管理新体验。 "每一份体检报告背后，都藏着我们对健康的真实担忧。当 AI 能读懂这些报告，我们也就离真正了解自己更近了一步。"曾子敬表示。 在此次WAIC上，OPPO 智能助理部总经理万玉龙宣布：OPPO和芯片厂商一起，共同研发了端侧AI并行译码加速技术，在最新的芯片平台上达到8倍以 上的decoding加速，实现了端侧AI性能的跃迁，在3B模型上峰值出字速度超过每秒200 token，达到行业领先水平，为长文翻译等需要即时响应的场景提供了 强大支撑。 随着 AI 的普及，用户对个人数据 ...

责编 | 王启隆 出品 | CSDN（ID：CSDNnews） 投稿或寻求报道 | zhanghy@csdn.net 人工智的牌桌上，人声鼎沸，每个人都声称手握未来。但喧嚣之下，真正的牌局是如何进行的？这其中最关键的矛盾点在于： 我们讨 论 AI 时所用的概念，与驱动其发展的商业现实，常常是脱节的。 Andreessen Horowitz (a16z) 的合伙人 Martin Casado 在接下来这场对话中，亲手戳破了几个被吹得最大的泡沫。 往回看，历史总在重演。Casado 认为，当前 AI 大模型的竞争格局，不过是当年云计算大战的翻版。他断言： " 寡头垄断正在降临， 就像云服务一样。 " 这意味着，少数巨头将凭借雄厚的资本和算力，定义整个市场，而"赢家通吃"的法则将再次上演。 那么，为什么看似亏本的 AI 应用，VC 们还抢着下注？这背后真实的动机，不是为了眼前的利润，而是为了未来的入口。Casado 一针 见血地指出，理性的商业决策是 "牺牲利润来换取分销" 。这就像在新大陆上"跑马圈地"，先占下地盘，未来的商业模式总会有的。这 套打法，从互联网时代到今天，从未改变。 这场变革对我们普通人意味着什么 ...

Core Viewpoint - The VanEck Semiconductor ETF (NASDAQ: SMH) is recommended as a Buy due to strong momentum and the potential benefits from AI tailwinds and overall semiconductor supply chain growth [1] Group 1: Investment Thesis - The ETF is considered essential for a core portfolio, capitalizing on the growth in the semiconductor industry driven by advancements in AI [1] Group 2: Analyst Background - The analysis is conducted by a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management, emphasizing equity valuation and market trends [1] - The analyst has a background as a former Vice President at Barclays, with expertise in model validation, stress testing, and regulatory finance [1] - The research is co-authored with a partner, combining strengths to provide high-quality, data-driven insights focused on macroeconomic trends and corporate earnings [1]

Core Insights - The 2025 World Artificial Intelligence Conference held in Shanghai showcased over 3,000 cutting-edge exhibits, marking a record scale for the event [1] - The rapid development of AI-generated content (AIGC) is transforming various fields, with companies like SenseTime and Kuaishou demonstrating innovative AIGC applications [1][5] - Despite the advancements, challenges such as content quality, copyright issues, and misinformation have emerged, prompting discussions on the need for regulation and ethical guidelines [1][11] AIGC Applications - Kuaishou introduced the "Ling Animation Canvas" feature, enabling users to convert fragmented ideas into cohesive visual works [2] - SenseTime launched the Seko short film creation agent, which automates the entire video production process from scriptwriting to final editing, focusing on high-quality output [5][7] - The conference featured various themed spaces, including an "AI Painting Laboratory" and an "AI Music Workshop," encouraging creative exploration using AI tools [7] Regulatory Landscape - The need for AI regulation is becoming increasingly urgent as AI-generated content becomes more realistic, with concerns about ethical use and potential illegal activities [13] - The European Union's AI Act, approved in March 2022, represents a significant step in regulating AI applications, with most rules set to take effect by August 2026 [13][14] - China is actively advancing AI legislation, having introduced several regulations and ethical guidelines to ensure the healthy development of AI technologies [14]

[Music] All right. So, I was gonna give uh live demo coding, but well, I will, but I know you all are actually here to hear a cool story. So I'll tell you a story about web search built for AI and then we do some coding at the end.This story will end with this slide uh one API to get any information from the web and you'll know what this means by the end but the story starts in 1998 and what you're looking at is the the state-of-the-art in information retrieval in 1998. You type in a word Australia to this ...

Second quarter 2025 results Roy Jakobs, Chief Executive Officer Charlotte Hanneman, Chief Financial Officer July 29, 2025 Table of contents | Second quarter 2025 performance | 4 | | --- | --- | | 2025 outlook | 16 | | Financial appendix | 20 | © Koninklijke Philips N.V. 2 In presenting and discussing the Philips Group's financial position, operating results and cash flows, management uses certain non-IFRS financial measures. These non-IFRS financial measures should not be viewed in isolation as alternatives ...

7月29日，A股三大指数午后持续走强，计算机概念反复翻红。 热门ETF中，计算机ETF（159998）截至发稿上涨0.32%。成交额超5700万元暂居同标的第一。成分股 中，恒生电子涨停，江波龙、华勤技术、财富趋势、奇安信-U等多股跟涨。 资金流向上看，Wind数据显示，该ETF近3个交易日持续获资金净流入，累计"吸金"超3700万元。该 ETF最新流通规模为36.33亿元，居同标的产品首位。值得注意的是，Wind实时申购赎回信息显示，计 算机ETF（159998）获实时净申购达1560万份。 计算机ETF（159998）跟踪中证计算机指数（930651.CSI）。该指数以中证全指为样本空间，选取涉及 信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。 据科创板日报，在2025世界人工智能大会上，英国皇家工程院院士郭毅可在演讲中指出，全球AI算力 需求正以每两年750倍的速率极速扩张。 海通国际指出，WAIC 2025以空前规模、全民热度再度坚定AI信心。我们判断，投资机会也在从单卡走 向机柜，从训练走向推理，建议关注算力、模型、AI PCB、散热、AIPower等方向。 华创证券认为 ...

LSEG Tick History、 LSEG MarketPsych Tick History（逐笔成交历史） 核心解决方案 Tick History - 数据包抓取(PCAP) LSEG Tick History- PCAP 是基于云、规模超过 20 PB 的超高质量全球市场数据存储库，可直接获取数据中 心级别的数据。 Tick History-查询 在 Google® BigQuery" 的支持下，几分钟内即可访问和分析云中 Tick History 数据库的海量数据。 我们的数据库涵盖全球500家交易所的1亿多种工具，历史可追溯至25年前，数据超过87万亿笔成交，可助您开启无 限可能性，从而充满信心地在市场中采取下一步行动。 通过Tick History发现未来的机会 Tick History（逐笔成交历史）是我们基于云的历史实时定价数据服务，涵盖来自超过500个交易场所和第三方报价 商的场外和交易所交易工具，提供超过45PB的可用数据。每个交易场所的数据都经过标准化处理，因此可跨所有 交易所提供一致的数据体验，或者您也可以选择查看原始格式的数据。 将主要国家、商品、货币、加密货币、股票部门以及上市公 ...

BCG全球合伙人郝婧则从更宏观的视角指出，中国药企在走向国际化的过程中，常因组织结构、人才体系、管理语言不同 步而形成内耗。"突击队模式能赢得一战，但走不远"，她强调，真正要走出去的企业，必须完成组织和人才的"全球化再 造"。 如果说国际化路径是"外功"，AI则是所有企业争抢的"内力"。Veeva中国总经理丁晓枫表示，AI技术正以前所未有的速度渗 透到药企的商业化、研发与合规流程之中。"过去不允许医药代表自由输入内容，现在开始讨论是否让AI实时审核"，他认 为，在AI的辅助下，企业管理边界正在被重塑。 创新不是孤立的冒险，而是彼此协同的结果。本土化，是为了站稳脚跟；全球化，是为了提升格局；而可持续的前提，是 能活下来，也活得有价值。 君实生物执行董事、高级政府事务副总裁李鑫坦言，中国创新药企出海虽已步入深水区，但挑战依旧密集。从监管沟通、 适应症选择到生产和临床核查，每一关都在考验企业的资源调度与长期战略能力。特别是在国际审批趋严的大背景下，企 业不仅要"过得去"，还要"站得住"，这使得早期质量体系建设和跨国沟通能力成为出海成功的"硬件基础"。 与本土企业的"出海逻辑"相对，跨国药企则在中国市场加速"本地化" ...