北京时间8月6日凌晨，多家海外大模型厂商发布了最新产品。AI创业公司Anthropic发布了Claude Opus 4.1，称这一模型是Opus 4 在代理任务、现实世界编码和推理方面的升级版。谷歌推出了新一代世界模型Genie 3，并表示这是公司第一个支持实时交互的世 界模型。OpenAI则开源了gpt-oss-120b和gpt-oss-20b两个推理模型，这是OpenAI时隔六年再次开源模型。 这三家大模型厂商的新产品面向的使用场景各不相同，但不难看出，通过此次新品发布，OpenAI和Anthropic都展示了产品策略 上变化。 其中，OpenAI的开闭源策略发生了转变。随着DeepSeek引领开源的方向，今年4月，OpenAI CEO山姆·奥尔特曼（Sam Altman） 就表示，OpenAI认为推出强大、有推理能力的新开源模型"非常重要"。此次OpenAI兑现了推出新开源模型的承诺。山姆·奥尔特 曼称，这两款开源模型是OpenAI耗资数十亿美元的研究成果。 此次OpenAI开源的gpt-oss-120b参数量为1170亿，采用MoE（专家）架构，激活参数量51亿。另一个开源模型gpt-oss-20b参 ...

另一方面，尽管OpenAI尚未官宣GPT-5的发布日期，但最近一系列不寻常的信号，已经把人们的胃口吊 了起来。 7月19日，OpenAI创始人阿尔特（300825）曼在X平台上发文："我们即将发布GPT-5。"没过几天，7月 24日，他在一档播客节目中首次提及GPT-5的内部测试体验，称其"令人震惊"，并表示"我们很快就会发 布它"。 当地时间周一，OpenAI宣布，其旗下ChatGPT本周的周活跃用户数将达到7亿，较3月的5亿有所增长， 这标志着其用户量同比激增逾4倍。该公司表示，这一数据涵盖了ChatGPT的所有人工智能产品，包括 免费版、PlusPro版、企业版、团队版和教育版，同时每日用户消息量已突破30亿条。与去年同期2.5倍 的同比增长率相比，当前增长速度还在加快。 第二，OpenAI将拥有更强的推理与解决问题的能力。中信证券研究8月1日发布的报告预计，较GPT-4单 次激活2770亿的规模，新一代模型GPT-5单次推理的算力消耗不会大幅增加，API价格或较GPT-4o仅小 幅增长甚至不增长，推理性价比提升一倍以上，这将带动AI应用盈利能力大幅改善。 第三，GPT-5将具备自主规划和执行任务的能力 ...

随着近期美国关税政策扰动全球铜市场供应链，铜价发生震荡。北京时间7月31日凌晨，纽约商品交易所铜期货主力合约盘中跳水，随后几日铜价继续波 动。这种价格震荡不是第一次出现，今年早些时候，铜价也曾出现"过山车"行情。 从数字化时代到智能化时代，数据将不再是一个简单的结果，还是AI的原材料。 大宗商品贸易行业数字化建设的动力源于对数据反馈敏捷度的需求，例如从交易所获取的数据需在几十毫秒内传入中台，随后抵达交易部门，整体延迟控制 在几十毫秒内，以支撑投资研判。数据反馈越快，决策就有可能越准确。今年以来，美国对进口铜加征关税等消息作用下，全球铜市发生过数次剧烈震荡。 企业需要应对这类价格变动带来的新风险。 中基宁波集团年交易额超千亿元、服务覆盖上百个国家，对价格变化及背后的因素较为敏感。阎瑾称，今年4月以来，大宗商品价格变化的背后有国际局势 和金融环境变化的影响，企业无法完全预判这些因素，可以做的则是通过数据中台、研投系统辅助经营决策。一方面关注上下游生产制造、产能变化，另一 方面通过研投系统获得外部数据支撑，使用数字化交易模型或研究模型帮助企业形成策略。 在大宗商品贸易行业，单笔订单动辄上千万元、数亿元，价格波动给交 ...

Core Insights - The article highlights the evolution of OpenAI's MathGen team, which has been pivotal in enhancing AI's mathematical reasoning capabilities, leading to significant advancements in AI agents [2][6][9] - OpenAI's CEO, Altman, emphasizes the transformative potential of AI agents, which are designed to autonomously complete tasks assigned by users, marking a strategic shift in AI development [11][28] - The competition for top talent in AI has intensified, with major companies like Meta aggressively recruiting from OpenAI, indicating a fierce race in the AI sector [13][15][36] Group 1: Development of AI Capabilities - The MathGen team, initially overlooked, is now recognized as a key contributor to OpenAI's success in the AI industry, particularly in mathematical reasoning [2][4] - OpenAI's recent breakthroughs in AI reasoning have led to its model winning a gold medal at the International Mathematical Olympiad (IMO), showcasing its advanced capabilities [6][20] - The integration of reinforcement learning and innovative techniques has significantly improved AI's problem-solving abilities, allowing it to tackle complex tasks more effectively [17][21][25] Group 2: Strategic Vision and Market Position - OpenAI's long-term vision is to create a general AI agent capable of performing a wide range of tasks, which is seen as the culmination of years of strategic planning [8][9][11] - The upcoming release of the GPT-5 model is expected to further solidify OpenAI's leadership in the AI agent space, with ambitions to create an intuitive assistant that understands user intent [35][39] - The competitive landscape is becoming increasingly crowded, with various companies vying for dominance in AI technology, raising questions about OpenAI's ability to maintain its edge [36][38]

AI智能体概念再度活跃，华盛昌等涨停；机器人、减速器概念延续强势，中马传动涨停。下跌方面，大消费概念展开调整。 | 板块指数 | | | 热点星空图 板块轮动 经济区板块 国资系板块 民营系板块 投资参股板块 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 全部板块 二级行业 概念板块 风格板块 地区板块 统计指数 圆 | | | | | 57 板块地图 主题投资 热点专题 | | | | A | 代码 名称 | . | 涨幅% | 规价 | 涨跌 | 涨速% | 量比 | 涨跌数 涨停数 | | | 18 | 881247 医疗服务 | | -2.16 | 512.90 | -11.31 | 0.02 | 1.04 | 8/45 | 0 | | 2 | 881275 光伏设备 | | -2.02 | 387.47 | -7.98 | -0.08 | 1.06 | 7/64 | 0 | | 3 | 881333 元語件 | | -2.01 | 1456.56 | -29.90 | 0.01 | ...

今日A股早盘震荡分化，三大指数涨跌不一。 沪深两市半日成交额9208亿，较上个交易日缩量741亿。 盘面上热点较为杂乱，个股涨多跌 少，全市场超2700股上涨。 7x24h电报 头条新闻 VIP资讯 实时盯盘 上证指数 创业板指 深证反射旨 -3567.02 ·2311.27 *10960.75 +7.07 +0.20% -30.57 -0.28% -11.36 -0.49% 市场概况 2119 1985 419 281 254 136 ୧୧ ୧୧ 70 41 25 o 2 大于 小于 涨停 +6% +4% +2% 0% -2% -4% -6% -6% -8% 跌停 +8% +8% -8% 上涨 2795家 持平 254家 下跌 2370家 2家 涨停 41家 停牌 12家 跌停 两市成交额:9208亿 市场热度: 47 2 较上一日: -741亿 今日预测量能: 50 100 O 1.5万亿 [ -981亿 下载财联社APP获取更多资讯 准确 快速 权威 专业 从板块来看， 军工板块集体爆发，爱乐达等涨停，长城军工等创历史新高；AI智能体概念再度活跃，华盛昌等涨停；机器人、减速器概念 延续强势，中马传动涨停 ...

午评：沪指半日低开高走涨0.2% 军工板块集体爆发 智通财经8月4日电，市场早盘震荡分化，三大指数涨跌不一。沪深两市半日成交额9208亿，较上个交易日缩量741亿。盘面上热点较为杂乱，个股涨多跌 少，全市场超2700股上涨。从板块来看，军工板块集体爆发，爱乐达等涨停，长城军工等创历史新高；AI智能体概念再度活跃，华盛昌等涨停；机器人、 减速器概念延续强势，中马传动涨停；下跌方面，大消费概念展开调整，大连友谊跌停。板块方面，军工、贵金属、培育钻石、工业互联网等板块涨幅居 前，创新药、CPO、离境退税、辅助生殖等板块跌幅居前。截至收盘，沪指涨0.20%，深成指跌0.28%，创业板指跌0.49%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3566.83 | -10960.42 | -2311.19 | | +6.88 +0.19% | -30.91 -0.28% | -11.44 -0.4 | | THE FOR THE FOR THE FOR | 170 | 100 11 100 | 64.00% 封板 32 触及 18 昨涨停今表现 2.20% 高开率 78% ...

期指：静待走稳 2025 年 8 月 4 日 国 泰 君 安 期 货 研 究 所 金 融 期 货 研 究 | | | 毛磊 | | | 投资咨询从业资格号：Z0011222 | | maolei@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 【期指期现数据跟踪】 | | | | | | | | | 期指数据 | | | | | | | | | | | 收盘价 | 涨跌幅% | 基 差 | 成交额-亿 | 成交量 | 变 动 | 持仓量 | 变 动 | | 沪深300 | 4054.93 | ↓0.51 | | 3596.9 | | | | | | IF2508 | 4042.8 | ↓0.52 | -12.13 | 341.1 | 28026 | ↓9717 | 44554 | ↓76 | | IF2509 | 4029.6 | ↓0.52 | -25.33 | 690.2 | 56881 | ↓34566 | 151416 | ↓6186 | | IF2512 | 3997.2 | ↓0.48 | -57.7 ...

Core Insights - The article highlights the acceleration of AI agents from a technical concept to industrial application by 2025, driven by government policies and technological advancements [1] - The release of ChatGPT-5 by OpenAI is expected to provide a new paradigm for global AI applications, positioning AI agents as essential tools for enhancing corporate efficiency [1] Company Summaries - **Ruijie Networks**: Focuses on network equipment and security products, launching the "AI Campus Assistant" for universities, with a projected net profit increase of 160.11%-231.64% [3] - **Pinming Technology**: Operates in digital construction, introducing the "AI Technology Assistant" to improve construction efficiency, with a projected net profit increase of 231.79%-302.89% [4] - **Hongying Intelligent**: Engaged in new energy and smart control, integrating AI into autonomous driving systems, with a projected net profit increase of 329.57%-490.66% [4] - **Hang Seng Electronics**: In the fintech sector, collaborating on the "Niu De Linqi AI" financial model, with a projected net profit increase of 740.95% [4] - **Haitian Ruisheng**: Provides AI training data services, launching the "Data Flywheel AI" in partnership with Huawei, with a projected net profit increase of 607.01%-960.52% [5] - **Qianfang Technology**: A leader in smart transportation, developing an AI traffic agent with a projected net profit increase of 1125.99%-1534.65% [8] Industry Trends - The government's "Artificial Intelligence +" initiative is fostering the integration of domestic large models with various industries, making AI agents a core tool for improving business efficiency [9] - Technological breakthroughs, such as the DeepSeek model, are accelerating the deployment of AI applications across sectors like education, transportation, and manufacturing [10] - Significant profit growth among leading companies indicates a rapid commercialization of AI agents, suggesting a potential increase in order volumes [11]

Core Insights - The "Zhilian China-ASEAN AI Win-Win Future" ecological forum successfully took place during the World Artificial Intelligence Conference, where Runjian Co. publicly launched its Quchi AI platform ecological strategy and operation model products, attracting over 200,000 online and offline attendees [1] - Runjian Co. has established itself as a leader in AI export, with its overseas business covering 10 countries and regions, having undertaken over 700 local projects in the ASEAN region and completed more than 20 data center or computing center projects [1] - The company has accumulated partnerships with hundreds of Chinese enterprises going abroad and ASEAN industry clients, contributing to the digital economy development in the ASEAN region [1][3] Business Development - Runjian Co. is enhancing its AI development strategy by focusing on B-end business empowerment through its self-developed "Quchi" generative AI industry model development platform, which aims to create competitive industry models and digital products [2] - The company has a robust data accumulation, with over 10 million communication network maintenance data points collected annually and extensive datasets across various sectors, including energy and digital networks [2] - The launch of the Quchi operation model 1.0 during the 2025 WAIC aims to advance maintenance models towards "predictive self-healing" through five key dimensions, enhancing the platform's attractiveness [2] Market Position and Partnerships - Runjian Co. operates across multiple application scenarios, including telecommunications, new energy, public safety, education, rural revitalization, and smart communities, with a digital product portfolio covering 12 product series and 65 application scenarios [3] - The company is actively expanding its large customer base for computing power services and has developed an integrated intelligent operation management platform [3] - The Wuxiang Cloud Valley Intelligent Computing Center is positioned as a core hub for China-ASEAN AI cooperation, providing essential support for enterprises venturing into the ASEAN market [3] Financial Projections - Revenue forecasts for Runjian Co. from 2025 to 2027 are projected at 10.25 billion, 11.92 billion, and 13.81 billion yuan, with corresponding growth rates of 11.43%, 16.26%, and 15.87% [4] - The net profit attributable to the parent company is expected to be 222 million, 461 million, and 728 million yuan, with year-on-year growth rates of -10.10%, +107.85%, and +58.01% [4] - The earnings per share (EPS) are projected at 0.78, 1.62, and 2.56 yuan, with corresponding price-to-earnings (PE) ratios of 58.24, 28.02, and 17.73 [4]