杨小芳：AI大模型刚出现时，大家更多关注的是模型生成内容的风险，但随着AI技术的逐步应用，风 险也逐渐从理论走向实际，需要我们从多个角度进行关注和审视。 第一是数据隐私风险。比如，训练数据透明度不足，可能会引发版权问题，这个问题亟待解决。另外， 随着大模型被赋予调用各种线上服务的能力，AI Agent（智能体）应运而生，但可能会越权访问用户数 据。比如原本用户只能访问本人的基本信息或账单，但由于服务权限配置不当或安全性不足，可能会使 得恶意用户可以访问其他人的账单等敏感信息。 第二是安全攻击门槛降低的问题。过去，黑客攻击被视为一种技术密集型的安全技术，但大模型的发展 带来了"智力平权化"，人们可以通过自然语言指挥大模型执行攻击指令。加上AI技术快速商业化和安全 投入滞后的矛盾，进一步加大了AI安全攻防对抗的难度。 随着生成式AI（人工智能）技术飞速发展，AI在数据分析、智能交互、效率提升等多个领域展现出巨 大的应用潜力，为解决复杂问题提供了新思路和新方法。但与此同时，这些技术所引发的安全性问题也 变得愈发突出。 近一段时间以来，AI换脸成为诈骗新手段、美国人工智能公司OpenAI旗下大模型o3"不听人类指令， ...

先进封装成为下１个技术帝国的边疆要塞，不是偶然，而是3股力道推动出来的必然结果。 第1股力道是算力井喷，但制程进展放缓，芯片必须被切割、堆叠、重组。陆行之表示，你能做到 5奈米，不代表你能塞进20倍算力，光罩极限挡住了芯片的面积，只有Chiplet 能绕过这道墙， Ncidia Blackwell 就是这样诞生的。 第2股力道则是应用百变，芯片不再单一适配，系统设计走向模组化。陆行之说，1种芯片搞定所 有应用的时代已经结束，AI训练、自驾决策、边缘运算、AR装置……每1个应用都需要不同组合 的矽，先进封装加Chiplet，就是设计弹性与效率的平衡解答。 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自 自由时报 。 半导体的改变正在加速，先进封装，不再是边角料。知名分析师陆行之表示，棋盘中央如果说先进 制程是矽时代的权力中枢，那么先进封装，正在成为下１个技术帝国的边疆要塞。 陆行之在脸书上贴文指出，10年前，这条路线曾被误解，甚至被忽视，但10年后的今天，它已悄 悄从「非主流的Plan B」变成「主流赛道的Plan A」。 第3股力道则是资料搬运成本飙升，能耗变成第１瓶颈。在AI 芯片里，搬资料的耗能 ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

今天分享的是：2025人形机器人供应链洞察报告-亿欧智库 报告共计：30页 该文档围绕2025年人形机器人供应链展开相关洞察，主要提及众多与该领域相关的企业，以下是具体总结： 从整体信息来看，文档多次出现"亿欧智库"字样，结合网址等内容，可推测这是亿欧智库关于2025年人形机器人供应链的相关报告内容。文档中罗列了大量 企业名称，这些企业分布在不同领域，可能在人形机器人供应链的各个环节有所参与。 在科技与互联网领域，有百度、阿里巴巴、腾讯、美团、抖音集团、中兴、中国移动等知名企业。百度、阿里巴巴、腾讯作为科技巨头，在人工智能、大数 据等领域具有强大的技术实力和资源整合能力，可能在人形机器人的算法研发、智能系统搭建等方面发挥重要作用。美团、抖音集团等互联网企业，可能在 机器人应用场景的拓展、数据收集与分析等方面有涉足。中兴和中国移动在通信领域的技术积累，为人形机器人的通信模块和网络连接提供了支持。 新能源智能汽车 (AIEV) 产业赋能人形机器 2025人形机器人供应链洞察报告 亿欧智库 https://www.iviou.com/research Copyright reserved to EO Intelli ...

以下文章来源于吴怼怼 ，作者吴怼怼 吴怼怼 . 左手科技互联网，右手文创与消费 来 源丨吴怼怼（ID： esnql520 ） 作者丨 吴怼怼 图源丨Midjourney 曾几何时，" 谷歌一下" 几乎成为搜索互联网的代名词，这家诞生于一间车库的公司建立起了人类历史上规模最大的信息 连接 帝国。 然而，当生成式 AI 如闪电般划破科技天空，谷歌这艘航母级别的巨舰开始感受到前所未有的颠覆性浪潮。 帝国的动摇： 谷歌 的焦虑时刻 2025 年的春天，硅谷弥漫着不安与躁动。#谷歌 的股价走势 正在动摇投资者对这个帝国的信心 —— 2 月初 GOOGL 曾短暂触及 206 美元的历史高点， 仿佛一切尽在掌握；但随后如自由落体般下滑，到 4 月初已跌至 145 美元附近。 即使在最新的一季度财报后有所反弹， Alphabet 的股价仍比年初下跌近 20% ，表现远逊于竞争对手微软和 Meta 。 他们交出了 12% 的营收增长和超 40% 的净利润增幅，换来的却是投资者的持续担忧。 数字背后的故事远比冰冷的数据更具启示意义谷歌依然是互联网的收费站 —— 2025 年第一季度，其广告收入 668.9 亿美元，占总营收的 7 ...

Core Insights - Anthropic, a leader in generative AI, has achieved an annualized revenue of approximately $3 billion, indicating strong early validation for the commercial application of generative AI software [1] - The company's revenue has surged from nearly $1 billion in December 2024 to $3 billion by May 2025, reflecting a threefold increase in just five months [1] - The growth is primarily driven by the sale of customized "AI large model as a service" to enterprises, enhancing operational efficiency [1] Company Performance - Anthropic's rapid revenue growth positions it as one of the fastest-growing SaaS companies, with a notable increase in demand for AI code generation capabilities [2] - The company has outpaced traditional SaaS firms, achieving a revenue growth rate that is unprecedented according to industry experts [2][3] - In contrast, OpenAI is projected to reach over $12 billion in total revenue by the end of 2025, significantly higher than its previous year's revenue of $3.7 billion [4] Market Dynamics - The demand for enterprise-level AI applications is on the rise, with companies increasingly interested in deploying AI solutions internally, although some remain in experimental phases [1][2] - The competitive landscape shows that while both Anthropic and OpenAI offer enterprise and consumer AI applications, OpenAI is focusing more on consumer products, particularly through its ChatGPT platform [4][5] - The overall market for AI applications is expected to expand significantly, with companies like C3.ai and Palantir reporting strong performance and optimistic future outlooks [6] Future Trends - The introduction of new paradigms in AI training and inference is anticipated to lower costs and drive explosive growth in generative AI applications across various sectors [7] - The evolution of AI applications is shifting towards "AI agents" capable of executing complex tasks autonomously, which could significantly enhance productivity across industries [7]

在7月24日举行的第十七届英特尔网络与边缘计算行业大会上，机器人、深信服、数码视讯、中科 创达等上市公司企业代表现身，分享了其在边缘AI领域布局的最新进展。英特尔方面表示，将与中国 企业持续深度布局边缘算力，以加速AI大模型在实际场景中的应用落地。 "随着大模型和算力的底层技术不断完善，生成式AI带动应用端革命，大模型部署在边缘侧成为必 然趋势，边缘AI将成为各科技巨头抢占的下一块高地。AI与边缘计算的融合，也为产业链发展带来新 机遇。"中国联合国采购促进会副秘书长宋嘉在接受《证券日报》记者采访时表示。 原标题：边缘AI市场升温 多家企业加码布局 生成式人工智能的快速发展为诸多行业带来新的机遇。当下，众多企业加速布局边缘AI，加速大 模型降本，也推进了具身机器人、数字人等智能终端的迭代发展。 多家企业积极备战边缘AI，推进大模型在边缘场景的部署。深信服工程师表示，公司实现在垂直 领域安全大模型的高效能部署，极大提升了大语言模型的处理速度，进一步降低了运营成本。数码视讯 相关负责人称，采用AI分辨率软件，公司转码器实现了图像重建等功能，并可以利用生成式AI算法自 动产生超高清视频内容。 英特尔副总裁兼网络与边缘 ...

Financial Data and Key Metrics Changes - In 2024, the company reported total sales of $83.7 billion, a decrease of 2.7% on a comparable basis [14] - Adjusted operating margin was 12.3%, and adjusted diluted earnings per share were $11.99 [14] - The company returned $6.5 billion to shareholders through dividends and share repurchases [15] - A 4% increase in quarterly dividend was approved, raising it from $1.15 to $1.20 per share [15] Business Line Data and Key Metrics Changes - Pro penetration increased to approximately 30% in 2024, up from 19% in 2019, with mid-single-digit comparable sales growth for Pro [16][17] - The redesigned Pro loyalty program, My Lowe's Pro Rewards, was launched to incentivize repeat purchases among small to medium Pros [17] - The first online product marketplace in home improvement was launched in December 2024, expanding product offerings without carrying inventory [19] Market Data and Key Metrics Changes - The acquisition of Artisan Design Group (ADG) aims to serve a larger pro customer base in a $50 billion market, addressing the need for 18 million homes in the U.S. by 2033 [22][23] Company Strategy and Development Direction - The company refined its total home strategy in 2025 to align with home improvement demand drivers [15] - Key pillars of the strategy include driving pro penetration, accelerating online sales, expanding home services, creating a loyalty ecosystem, and increasing space productivity [15] - The company is leveraging generative AI to enhance customer and associate experiences, improve forecasting, sourcing, and inventory planning [21][35] Management's Comments on Operating Environment and Future Outlook - Management acknowledged the challenging macroeconomic environment due to inflation and higher interest rates but expressed confidence in navigating market uncertainties [14][15] - The leadership team emphasized the importance of diversity and inclusion as a core value, contributing to the company's success [24][29] Other Important Information - The company has made strategic investments totaling over $4 billion in wages and benefits for frontline associates since 2018 [30] - The company sources approximately 60% of its purchases from within the U.S., equating to $30 billion in annual spend [33][34] Q&A Session Summary Question: Why did you scale back DEI because of pressure from conservative activists? - The company stated that no changes were made to its diversity approach due to activist pressure, emphasizing its commitment to diversity as core to its values [28][29] Question: Will you be increasing wages to be more competitive? - The company frequently monitors and adjusts wages to remain competitive, having invested over $4 billion in wages and benefits since 2018 [30] Question: What are you doing to improve your management of inventory? - The company is pleased with its inventory management, leveraging technology and AI-driven solutions for better replenishment and demand planning [31] Question: How do you plan to control your cost of goods given increased tariffs? - The company has diversified its global sourcing and currently sources products from over 100 countries, with 60% of purchases made in the U.S. [33][34] Question: What is the board's plan for downstream profits from AI? - The company aims to enhance customer and associate experiences through AI, which is expected to deliver improved profits [35] Question: What do you intend to do to help stores run more efficiently? - The company is committed to investing in technology and process improvements to enhance store operations and customer service [36][38]

Core Insights - The event focused on "AI Agent Ecosystem Construction and Investment Opportunities," highlighting the transformative role of AI technology in reshaping global business landscapes [1] - Industry leaders gathered to analyze trends and explore new paths for development in the AI Agent sector [1] Group 1: Company Insights - Jiahe Technology, led by CEO Yin Zijie, specializes in data attribution analysis for advertising reach and marketing effectiveness, processing approximately 50 billion advertising opportunities daily with an annual ad spend of 8 to 10 billion [1] - The company aims to leverage large models to enhance data utilization, overcoming previous limitations in marketing strategies and content availability [1] - Jiahe Technology is developing an intelligent marketing platform, GoalfyMax, to automate the entire process from data integration to optimization instruction generation [1] Group 2: Industry Challenges and Innovations - The proliferation of large models is expected to provide broader opportunities for enterprises to unlock data value, addressing challenges in cross-business data integration [1] - Entrepreneurs in the AI Agent field often face the dilemma of balancing technological leadership with commercialization speed, with Jiahe Technology emphasizing the importance of continuous tech investment [1] - A practical case shared by Jiahe Technology involved optimizing offline store operations for an international brand by integrating online data, demonstrating the significant application of AI Agents in marketing [3]

他说，鸿海2024年在全球电子代工市占率为44.2%，是业界龙头，ICT产品每两台就有一台是鸿海制 造；AI服务器市占率超过40%，也是全球之冠。鸿海的消费智能产品领域营收过去五年成长20%，云端 网路产品领域营收成长更高达60%。鸿海集团在ICT产业将继保持领先优势，客户与产品组合也更加均 衡。 在AI方面，鸿海将加速边缘计算相关应用，持续发展有潜力商机，AI是第二个成长引擎，包括AI服务 器，三大智慧平台，AI基础建设，都会带来巨大营收贡献。电动车产品陆续推出，客户基础扩大，市 场能见度提升，为集团注入成长动能，为客户与股东创造长期价值。 刘扬伟说，鸿海将跨入主权AI，在多国建立数据相关产业链，企业治理也导入AI，软体平台则以生成 式AI（GAI）为核心的三大应用平台，打通云端到边缘解决方案，包括智慧电动车，智慧制造与智慧城 市，鸿海将成为制造服务平台供应商。 他透露，鸿海AI服务器年营收可超过1兆元，成为AI主要企业，并以数位双生的模式打造未来工厂，透 过辉达平台建立虚拟工厂，模拟实际营运并调整产线，落实到实体工厂进行，数位双生模式让实体工厂 规画最佳机器设置地点与生产参数，提升建厂速度和营运效率。 鸿 ...