Group 1 - Wanjing Technology has launched a campus recruitment plan for 2026 graduates, offering a starting annual salary of up to 1 million yuan [1][4] - The internship program for 2026 graduates has been upgraded, with daily wages reaching 1,000 yuan and opportunities for full-time positions for outstanding interns [1][4] - The company operates in over 200 countries and regions, with a global user base exceeding 1.5 billion, positioning itself as a major player in the digital creative software sector [4] Group 2 - SANY Group has initiated its early recruitment for 2026 graduates, targeting various engineering and management roles across multiple locations in China [5][7] - SANY Group is recognized as a leading high-end equipment manufacturing enterprise, with core businesses in engineering machinery and renewable energy [7][8] - The company has established a significant global presence, with manufacturing bases in countries such as India, the USA, Germany, Brazil, and Indonesia [8] Group 3 - China Mobile's subsidiary, Zhongyi Internet, has launched its summer internship program for 2025, targeting 2026 graduates in various AI and software development roles [9] - Zhongyi Internet focuses on information and internet services, actively participating in national projects and collaborating with academic institutions [9]

技术层面，大模型在规模、长上下文处理及多模态融合等领域持续突破，DeepSeek、ChatGPT等引领全球发展，我国科技企业则聚焦中文场景与垂直应用 落地，加速技术实用化进程。AI与文娱产业的深度融合已成为关键趋势——人工智能高效承担基础性工作，释放人类创造力，使"创意"本身成为产业的核 心价值所在。 影视领域，2024年3月，我国首部AI全流程微短剧上线，其美术、分镜、视频、配音、配乐均由AI完成 ，标志着AI制作流程的全面落地。传统3A游戏也 引入了先进AI技术，例如《黑神话：悟空》以高精度3D扫描技术为基础，结合虚幻引擎5和英伟达RTX光追技术，实现了逼真自然的人物动作与光影效 果，带来震撼的视觉体验。 据研究机构Precedence Research预测，2025年全球人工智能市场规模将达到2.3万亿元，同比增长38%。AIGC价值不断凸显的同时，已经有越来越多的科技 企业和内容创作者开始意识到，AI生产工具正在让内容生产边际成本几近归零。而文娱领域作为技术落地的最佳场景之一，也将因此获得更多发展机 遇。 值此产业跃迁的关键时刻，由珀乐科技、生数科技、Vast联合主办，36氪战略合作的ChinaJoy ...

Core Viewpoint - The AIGC video "Seven Sons New Song: Macau" showcases the integration of AI technology in modern artistic creation, highlighting Macau's historical and cultural evolution through innovative visual storytelling [2][10]. Group 1: AI in Artistic Creation - AI demonstrates significant potential in modern art by analyzing vast historical data and contemporary imagery to depict Macau's transformation from pre-handover struggles to post-handover prosperity [4][10]. - The application of AI in video creation results in fluid and expressive visuals that capture the essence of Macau's unique charm and contemporary spirit [6][10]. Group 2: Emotional and Aesthetic Impact - The video intertwines historical memories with contemporary vibrancy, evoking deep emotional resonance among viewers while showcasing Macau's rich cultural heritage [4][10]. - AI-generated music and sound effects complement the visuals, achieving a harmonious unity that enhances the overall artistic impact of the video [8][10]. Group 3: Future of AI in Culture - The project exemplifies the deep integration of technology and culture, suggesting that the continuous advancement of AI will lead to more innovative artistic works, enriching cultural experiences [10].

VAST 创始人、CEO 宋亚宸 一个先相信、后看见的 AI 创业者。 文 丨 邱豪 编辑 丨 宋玮 据我们了解，AI 3D 生成模型公司 VAST 近期完成数千万美元 Pre A+ 轮融资，由北京市人工智能产 业投资基金领投，靖亚资本跟投。VAST 此前投资股东包括绿洲资本、达晨财智、春华创投、英诺天 使基金、水木清华校友种子基金等。 VAST 成立于 2023 年 3 月，最早有声量是当年 10 月在 GitHub 上线的开源项目 Wonder 3D，可以根 据单张 2D 图片生成 3D 模型，3 个月内获得近 4000 颗星。次年 2 月，VAST 上线了第一个产品 Tripo，可以同时用文字描述和图像来生成 3D 模型。 如今，VAST 已正式发布全球首个 AI 3D 工作台 Tripo Studio，系列模型 Tripo 也即将更新至 3.0 版 本。根据公司介绍，二者搭配可将 3D 建模从人工时代的 15 小时缩短至 6 分钟。 VAST 创始人宋亚宸是个非典型的 AI 创业者，1997 年出生的他身材高大，鬓角微白，跟人交谈时笑 声爽朗，语气自信而张扬。 很难在同一个人身上见到这么多矛盾特征：一 ...

中金点睛 加大模型的打开方式 20250609 摘要 中金点睛平台整合宏观、市场策略、行业及公司研究报告，提供全面的 研究观点，助力投资者快速了解市场动态与趋势，辅助投资决策。 平台提供会议功能，包括报名参会、电话会议回放及 AI 转纪要，AI 纪要 功能可快速浏览会议主旨，定位关键信息，提高信息获取效率。 中金点睛拥有包含 12 万多项指标的基本面数据库，覆盖国内外宏观经 济、大类资产及行业数据，由分析师人工采集并维护，确保专业性和准 确性。 中金点睛大模型专注于金融垂直领域，数据准确度高，幻觉少，能有效 避免常见大模型在处理金融问题时的数据误导，为二级市场机构投资者 提供可靠数据支持。 中金点睛通过精品数据板块，高频维护和跟踪各行业重要数据库，提供 精准行业洞察，如汽车智能化数据看板，实时更新并反映最新数据变化。 平台覆盖近 200 个行业子板块，由 300 位研究人员梳理研究框架，定 期更新未来三个季度的观点，并 1:1 还原研究报告中的分析看板，数据 实时跟踪和更新。 中金点睛提供详细的个股财务模型和盈利预测变化跟踪功能，覆盖接近 1,700 只 A 股、港股及海外上市公司，助力投资者全面了解每只股票 ...

Core Insights - The article discusses the increasing integration of artificial intelligence (AI) in the gaming industry, highlighting its transformative impact on game production, user experience, and business models [3][4][21] Group 1: AI's Impact on Game Production - AI technology is significantly enhancing game production efficiency, with 71% of game studios reporting improved development and operational effectiveness after adopting AI tools [5][7] - Companies like Century Huatong have reported efficiency improvements of 60%-80% in art production processes, reducing project timelines from 30 days to 4-7 days [7][10] - AI tools are being integrated into various stages of game development, including art creation, programming, and testing, leading to a substantial reduction in labor hours and costs [10][11][12] Group 2: AI's Influence on User Experience - AI is revolutionizing player interactions by enabling dynamic, two-way communication with non-player characters (NPCs), creating a more immersive gaming experience [12][14] - Games like NetEase's "逆水寒" are utilizing AI to develop NPCs that can remember player actions and adapt their behavior accordingly, enhancing the depth of gameplay [12][13] - The introduction of AI-driven gameplay modes, such as in "太空杀," allows for complex interactions between human players and AI, showcasing the potential for innovative game mechanics [16][17] Group 3: Future Trends and Developments - The future of AI in gaming is expected to focus on dynamic content generation, intelligent NPC interactions, and user-generated content (UGC) capabilities [19][20] - AI tools are being utilized to streamline game localization and marketing strategies, allowing smaller teams to compete in global markets [20][21] - The gaming industry is seen as a fertile ground for AI experimentation, providing valuable data and scenarios for AI development, which could lead to broader applications in other sectors [21][22]

买入 全面升级为全栈 AI 产品和服务商，探索数字货币和 RWA 中国软件国际（354.HK） 2025-6-9 星期一 【投资要点】 ➢ 2024 年收入和利润相对稳定，AIGC 新业务成增长亮点 2024 全年公司实现收入 169.5 亿元人民币（-1.0%），归母净利润 5.1 亿元 人民币（-28.1%）。H2 财务环比回升，显示新业务拉动初现。全年经营活 动现金流净额 6.03 亿元，同比下降 16.3%。 ➢ 全栈 AIGC 能力体系加速成型，战略转型进入规模化落地阶段 公司加快 AIGC 战略落地，构建以"模型工场 2.0"和"Agent 工厂"为核 心的一体化能力体系，推动 AI 产品在多个行业场景中规模化复制，标志公 司由技术投入迈向商业化阶段。2024 年"全栈 AI 产品及服务"收入达人民 币 9.57 亿元，占集团总收入的 5.6%。其中，下半年该板块收入环比大幅上 升 135.44%，成为推动集团业绩触底反弹的关键动力之一。 ➢ 持续深化与华为生态合作，推动信创产品化落地 公司深化与华为合作，拓展 KaihongOS 在智能终端与开发工具链应用，并 完成超 200 个华为云 CTSP ...

上 市 公 司 传媒 2025 年 06 月 09 日 阿里影业 (01060) ——现场演出+IP 衍生高景气，打造现实娱乐平台 报告原因：首次覆盖 买入（首次评级） | 市场数据： | 2025 年 06 月 06 日 | | --- | --- | | 收盘价（港币） | 0.95 | | 恒生中国企业指数 | 8629.75 | | 52 周最高/最低（港币） | 1.01/0.35 | | H 股市值（亿港币） | 283.82 | | 流通 H 股（百万股） | 29,875.86 | | 汇率（人民币/港币） | 1.0920 | 一年内股价与基准指数对比走势： -21% 179% 06/06 07/06 08/06 09/06 10/06 11/06 12/06 01/06 02/06 03/06 04/06 05/06 06/06 HSCEI 阿里影业 资料来源：Bloomberg 相关研究 证券分析师 林起贤 A0230519060002 linqx@swsresearch.com 任梦妮 A0230521100005 renmn@swsresearch.com 夏嘉励 A02305220 ...

Core Viewpoint - The article highlights the evolving job market in China, emphasizing the emergence of new roles and skills driven by advancements in technology, particularly in AI and high-end manufacturing, as well as the importance of education and training in preparing the workforce for these changes [4][17]. Group 1: New Roles - The role of "Prompt Engineer" has emerged, requiring professionals to bridge human language and AI, showcasing the integration of traditional art forms with modern technology [5][6]. - Algorithm engineers are now applying AI technologies, such as AIGC, in film production, automating processes that previously required extensive manual labor [6][7]. - The demand for skilled workers in high-end manufacturing is increasing, with companies implementing comprehensive training programs to enhance employees' technical capabilities [10][11]. Group 2: New Skills - Technical workers in advanced manufacturing are now required to possess both theoretical knowledge and practical skills, with companies offering extensive training and hands-on experience [10][11]. - Continuous learning and adaptability are essential in fast-evolving fields like AI, where new algorithms and technologies emerge rapidly [8]. Group 3: New Education Models - Educational institutions are creating integrated training programs that align closely with industry needs, enhancing students' employability and practical skills [12][13]. - The collaboration between schools and companies is fostering a practical learning environment, allowing students to gain real-world experience and skills relevant to their future careers [12][14]. Group 4: New Opportunities - Entrepreneurs in the creative industry are leveraging online platforms to streamline product sourcing and reduce financial risks, enabling them to launch new products with lower upfront costs [15][16]. - The growth of e-commerce and digital platforms is providing new avenues for independent designers to reach consumers and expand their product offerings [15][16].

-20 -10 0 10 20 30 40 50 (%) 传媒 沪深300 资料来源：Wind，华鑫证券研究 关注 AI 应用撬动传媒新增量 即梦 AI 月活超 3000 万 推荐(维持) 投资要点 | 分析师：朱珠 | | S1050521110001 | | | --- | --- | --- | --- | | zhuzhu@cfsc.com.cn | | | | | 行业相对表现 | | | | | 表现 | 1M | 3M | 12M | | 传媒(申万) | 3.4 | -3.8 | 33.0 | | 沪深 300 | 0.7 | -1.8 | 8.4 | | 市场表现 | | | | 相关研究 2025 年 06 月 09 日 1、《传媒行业动态研究报告：2025 年端午单日票房同比增 30%电影院线 布局新业务可期》2025-06-02 2、《传媒行业动态研究报告： 52TOYS 递表看 IP 撬动潮玩及渠道新 增量》2025-05-25 3、《传媒行业周报：政策护航持续 护航 AI 应用与可选消费双轮驱动》 2025-05-18 ▌ AI 应用从硬件到内容均可看 商业化持续 2G2B2C 均 ...