苹果公司表示，在为其iPhone操作系统引入生成式人工智能（AI）时，选择与OpenAI而非马斯克旗下 的xAI合作"并无不当"。 苹果公司的律师在周二提交给法院的文件中称，即便公司先与OpenAI合作，"众所周知，苹果未来也有 意与其他生成式AI聊天机器人合作"。 苹果要求位于德克萨斯州沃斯堡的法官驳回该案。苹果在文件中辩称，马斯克旗下公司的反垄断损害主 张是"基于层层臆测"。 苹果的律师写道，X公司声称，苹果不能与OpenAI合作，除非同时与各家生成式AI聊天机器人合作，且 不论其质量、隐私或安全考量、技术可行性、研发阶段或商业条款如何。苹果的律师指出反垄断法并无 此要求。 xAI的媒体代表在正常工作时间之外暂未回应置评请求。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不 对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担 全部责任。邮箱：news_center@staff.hexun.com 马斯克的xAI以及他的社交媒体平台X公司8月份起诉苹果和OpenAI，称苹果偏向由马斯克的竞争对手萨 姆·奥尔特曼领导的Open ...

Group 1 - A research team from the University of California, Los Angeles has developed a new optical-based image generation model that significantly reduces energy consumption for generative AI, paving the way for a more sustainable future [1] - Current generative AI systems face scrutiny due to their high energy consumption and environmental impact, requiring substantial electricity and water resources for cooling data centers, raising concerns about long-term sustainability [1] - The new model utilizes an innovative computing paradigm that combines digital encoding with optical decoding, allowing for a single-step image generation process that enhances efficiency and reduces computational burden [1] Group 2 - The optical system has demonstrated the capability to perform complex generative AI tasks at scale, potentially leading to faster and more energy-efficient AI systems that can be integrated into everyday devices [2] - Testing on multiple datasets has shown that the optical model can generate images such as handwritten digits, clothing, butterflies, and faces with significantly lower energy consumption compared to traditional methods [2] - The system offers unique security and privacy advantages, and its compact size and low power consumption enable integration into smart glasses, augmented reality, virtual reality headsets, and mobile devices, promoting localized real-time content generation and supporting the development of edge computing [2]

智通财经APP获悉，嘉利国际(01050)再涨超10%，月内累计涨幅接近170%。截至发稿，涨9.21%，报 2.49港元，成交额1992.81万港元。 值得注意的是，嘉利国际此前发布截至今年3月底的年度业绩，全年收入32.31亿港元，同比增长11%； 净利润2.04亿港元，同比增长21%。年度增长主要受惠于生成式人工智能应用的迅速扩展，推动全球对 高效能服务器需求显着上升。嘉利国际主席助理何伟汗曾于今年7月表示，集团正积极与英伟达接洽。 消息面上，嘉利国际近日公告，公司现已获纳入英伟达公司的服务器机壳及机柜组件合格供应商名单及 推荐供应商名单。此外，集团亦正致力于在未来数月向英伟达交付更多原型产品，以支持其人工智能服 务器平台及数据中心部署。 ...

Core Viewpoint - The analog semiconductor market is projected to grow significantly, reaching $102.3 billion in 2024 and expanding to approximately $295.9 billion by 2034, with a compound annual growth rate (CAGR) of 6.4% [2][4][14]. Market Overview - The analog semiconductor market is composed of integrated circuits and devices that process real signals such as voltage, current, frequency, temperature, and light [2]. - In 2024, the Asia-Pacific region will dominate the market with a share exceeding 45.9%, generating $46.9 billion in revenue [2][8]. Key Drivers - The rapid expansion of electric vehicles (EVs) and advanced driver-assistance systems (ADAS) is a primary driver for the analog semiconductor market, with global EV registrations expected to reach approximately 14 million by 2023 [4][14]. - The development of the Internet of Things (IoT) ecosystem, including smart homes and industrial automation, heavily relies on analog chips for signal processing and power efficiency [4][16]. Demand Analysis - Industries such as automotive, telecommunications, consumer electronics, and industrial automation are increasingly adopting analog semiconductor solutions [5][6]. - The automotive sector accounted for 33.6% of the market share in 2024, with analog semiconductors being widely used in powertrain control, safety systems, battery management, and infotainment systems [9][15]. Emerging Trends - The shift towards energy-efficient devices is particularly prominent in IoT and automotive sectors, where battery life and power consumption are critical [12][14]. - The integration of new materials like Gallium Nitride (GaN) and Silicon Carbide (SiC) is on the rise, enhancing performance and efficiency [12]. Investment Opportunities - There is a growing demand for power management chips, sensors, and dedicated analog components tailored for artificial intelligence and machine learning applications [6][12]. - Companies focusing on advanced manufacturing facilities for analog chips and research into energy-efficient solutions are expected to thrive [6]. Challenges - The analog semiconductor market faces challenges such as high manufacturing and development costs, which are exacerbated by supply chain disruptions and geopolitical tensions [15][17]. - The reliance on a limited number of key material suppliers increases the risk of shortages, leading to higher prices and production instability [15][17]. Key Players - Major companies driving the analog semiconductor industry include Texas Instruments, Analog Devices, STMicroelectronics, and NXP Semiconductors, which provide essential components for consumer electronics, automotive, and industrial systems [18].

AppleGPT？ Siri 陪练！ 苹果眼中的 AI，和我们想要的 AI，好像有点不一样。 Apple 智能本质上是一堆 AI 实用功能的打包，既有集成在苹果系统级操作的功能，也有单独的 AI 创作工具，准确度一般，实用性也相对有限，反响平 平，但奈何这是操作系统的原生功能，也不好说什么。 而用户现在最常用的 AI，是 ChatGPT、Google Gemini 和 Claude 这类的聊天机器人，苹果反而认为「对用户价值不大」。 但没想到，其实苹果内部已经开发了一个 AI 聊天机器人——只是，我们作为用户，可能永远都见不到它。 苹果的 GPT，原来是 Siri 的陪练 根据彭博社爆料，这个「AppleGPT」的代号为「Veritas」，是拉丁语「真相」的意思，但目前仅限苹果内部使用。 Veritas 的形态是一个独立的 iPhone 应用，和 ChatGPT 类似：可以用对话框输入请求和机器人对话，还具有保存和引用聊天记录的能力，进行拓展性的 对话。 众所周知，苹果对生成式人工智能一直持有谨慎的态度，即使因为市场和行业的原因，进一步拥抱生成式 AI 的潮流。 但聊天机器人则一直属于「红线」，它对于苹果，就 ...

2019年7月，张文翊被任命为亚马逊全球副总裁、亚马逊云科技（AWS）大中华区执行董事，掌管亚马 逊云科技在整个大中华区的业务战略制定和执行。2024年，她转而负责AWS生成式人工智能与机器学 习的全球市场拓展。 在亚马逊任职期间，张文翊曾在接受媒体采访时表示，有幸能在两家伟大的公司工作，并获得了多元化 的职业经历，尤其是大部分时间都在最具活力的中国市场度过，让她既具有全球化视野，又熟悉本土市 场。 9月29日，国际支付巨头Visa宣布任命张文翊女士（Elaine Chang）为Visa大中华区总裁，将接替计划于 年底退休的于雪莉。张文翊在半导体、在线零售、云计算等跨领域拥有三十多年的工作经验，有共事者 称其以实干著称，"非常有能力"。 1993年6月，张文翊毕业于美国华盛顿大学，获电机工程学士学位。同年，她加入英特尔，历任软件设 计工程师，亚太区品牌与广告总监、公关总监，中国区市场总监、市场与渠道部总经理等职位。 2013年5月，张文翊加入亚马逊担任 Kindle 中国业务总经理，并于 2016 年升任亚马逊中国总裁，全面 负责电商业务及 Kindle 在华业务。在这三年时间里，她带领Kindle中国业务团 ...

1993年6月，张文翊毕业于美国华盛顿大学，获电机工程学士学位。同年，她加入英特尔，历任软件设 计工程师，亚太区品牌与广告总监、公关总监，中国区市场总监、市场与渠道部总经理等职位。 9月29日，国际支付巨头Visa宣布任命张文翊女士(Elaine Chang)为Visa大中华区总裁，将接替计划于年 底退休的于雪莉。张文翊在半导体、在线零售、云计算等跨领域拥有三十多年的工作经验，有共事者称 其以实干著称，"非常有能力"。 在亚马逊任职期间，张文翊曾在接受媒体采访时表示，有幸能在两家伟大的公司工作，并获得了多元化 的职业经历，尤其是大部分时间都在最具活力的中国市场度过，让她既具有全球化视野，又熟悉本土市 场。 据了解，其此次加入的Visa是全球支付巨头，成立于1958年，总部位于美国，业务覆盖超200个国家和 地区。自上世纪80年代进入中国以来，Visa以消费支付、商业支付、增值服务等作为其核心业务领域。 展望未来，张文翊表示，将加强与政府及行业伙伴的合作，充分发挥Visa在科技领域的优势，共同打造 流畅且安全的支付体验，帮助客户开拓新的收入来源，并推动整个地区的可持续业务增长。 2013年5月，张文翊加入亚马逊 ...

Core Insights - The article discusses the progress of various provinces in China in leveraging data as a valuable resource to enhance economic development and public services, highlighting initiatives in Hebei, Shandong, and Chongqing [1][3][6]. Group 1: Data Utilization in Industries - Hebei is advancing the construction of a large model for the steel industry, collaborating with 21 local steel enterprises to manage 1854TB of data and develop 293 high-quality datasets for applications such as personnel safety monitoring and waste steel quality inspection [1][6]. - Shandong has gathered over 50PB of high-quality marine data, accounting for 25% of the national total, and has established a marine big data trading service platform to enhance applications in marine fisheries and disaster prevention [7][8]. - Chongqing is focusing on the automotive industry, creating a trusted data space for the sector and developing high-quality datasets to support the digital transformation of the automotive industry, with a notable statistic that one in ten new energy vehicles in China is produced in Chongqing [8]. Group 2: Public Services and Data Accessibility - The "Yukuaiban" platform in Chongqing manages over 2900 government service items, achieving an 85% rate of online service completion, significantly reducing the time and effort required for citizens to access essential services [4][6]. - Jiangsu has established a unified data trading platform that has listed 3933 data products and attracted 1864 data vendors and third-party service providers, aiming to enhance the economic and social development through data utilization [3][11]. - Guangdong's "One Network Sharing" platform has served 2342 departments and opened over 27 billion public data records, providing robust data support for efficient public service delivery [3][11]. Group 3: Policy and Financial Support - The "Data Element x" competition has attracted over 22,000 teams, with 900 projects entering the finals, serving as a connector for data supply and demand across various regions [10][11]. - Financial incentives for data initiatives are significant, with Jiangsu offering over 2.3 million yuan in total rewards for the competition, while Shandong has allocated 1.05 billion yuan for data industry funding, including 35 million yuan specifically for the "Data Element x" initiative [11][12]. - Several provinces, including Guangdong and Shandong, are accelerating the formulation of provincial data regulations to support the development of data-driven industries [11][12].

AI2H（AI to Home，AI智能家庭）不仅是技术进步的产物，更是信息通信业转型的战略选择。会上发 布的《AI智能家庭（AItoH）研究报告》提出，AI2H作为新一代智能家庭形态，引领家庭业务智能化演 进，正推动信息通信业转型。 当前，我国电信运营商已从增量驱动转向存量价值经营，在传统业务增长放缓的背景下，亟需通过智能 化、多元化的家庭服务开辟新增长空间。同时，用户对个性化、高品质、智能化服务的需求快速提升， 中国、日韩、欧洲等通信发达市场纷纷涌现AI家庭业务创新实践，国内三大运营商分别推出"移动爱 家""美好家""AI全融通"战略，在刚刚落幕的中国国际信息通信展览会期间，国内三大运营商就分别展 出了各自AI家庭服务的探索。海外运营商如韩国SKT、德国电信、法国电信等也在积极布局AI家庭业 务，形成了竞合并进的格局。 随着生成式人工智能加速演进，多模态融合、本地化推理等关键能力不断突破，AI技术在家庭场景的 应用不断深化，形成了以AI智能家庭为代表的新模式，成为数字经济增长的新热点。在中国信息通信 研究院、AIIA信息通信业AI创新推进委员会和世界超高清视频产业联盟联合主办的 "AI智胜未来大会暨 AI ...

Group 1 - The 2025 Qingdao Venture Capital Conference successfully upgraded from a "Venture Capital Summit" to a "Financial Industry Summit," gathering over a hundred executives and experts to discuss global venture capital market trends [1] - The conference resulted in significant outcomes, including over 45 billion yuan in investment agreements and the successful launch of insurance fund pilot projects, marking Qingdao as the fifth city in China to establish such funds [1] - The conference highlighted two core achievements: the signing of strategic cooperation agreements with four major financial institutions and the establishment of a private securities investment fund with a total scale of 20 billion yuan [1] Group 2 - The conference officially launched the "Action Plan for Promoting High-Quality Development through Fund Leadership (2025-2027)," aiming to create a fund matrix of no less than 300 billion yuan by integrating government-guided funds [2] - The plan sets a phased goal of attracting a total of 15 billion yuan in long-term and patient capital over three years, with the government-guided fund's investment scale reaching 150 billion yuan by 2027 [2] Group 3 - The conference released the "2025 China Venture Capital and Private Equity Industry White Paper," which forecasts that global venture capital investment will approach 440 billion dollars by 2025, with generative artificial intelligence being the most attractive investment area [3] - Key investment sectors identified include intelligent and high-end manufacturing, artificial intelligence and big data, and biotechnology, with the future development of China's venture capital industry focusing on verticalization, international restructuring, and ecosystem building [3] Group 4 - Industry leaders provided insights on financial development, discussing topics such as venture capital direction, the construction of a financial powerhouse, and the high-quality development of equity investment funds [4] - Suggestions for advancing financial modernization included promoting market-oriented financial and technological innovation, deepening financial institution reforms, expanding openness, and ensuring a balance between innovation and safety [4] Group 5 - The conference featured a compact layout with one main forum and five parallel forums, covering industry hotspots and providing a platform for efficient communication and cooperation [5] - Ten quality projects were showcased for roadshows, offering technology innovation companies direct opportunities to engage with investment institutions [5] Group 6 - The conference served as a significant platform for Qingdao to showcase its financial strength and connect global resources, with the launch of the 300 billion yuan fund matrix and the signing of 20 key cooperation projects expected to optimize the venture capital ecosystem [6] - The developments are anticipated to attract more long-term capital and quality projects, injecting strong financial momentum into economic restructuring and high-quality industrial development [6]