每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 ①创新药+机器人+AI智能体+脑机接口！这家公司参与设立新产品战略相关基金主要投资于创新药等领 域；②固态电池+可控核聚变+算力+机器人+体育产业+国企改革！这家公司固体氧化物电池研发项目在研 发攻关过程中；③固态电池+机器人！这家公司与小米下属公司战略合作研发机器人电子皮肤。 前言 ...

So robot body process automation is literally if human had to do something you basically open some browser or whatever take some data put into some other system click some button and all that stuff. So it records that human clicks on that desktop and tries to keep repeating it. So you kind of like get that automated and the hard part that they had is you can't do robotic process for unstructured data because it's not fixed they change it.So anything will be very very brutal. The bet that we are taking is th ...

今天分享的是：传媒：AI Agent生态建设提速，B、C两端价值明确 报告共计：82页 《传媒：AI Agent生态建设提速，B、C两端价值明确》指出，AI Agent作为生成式AI商业化落地的关键形态，正从工具向智能工作体演进，其核心 在于通过模型、工具与多智能体通信协议（A2A）构建任务自动化处理能力。国际巨头如OpenAI、Google、微软等已在Agent开发框架、多模态交 互及企业级应用领域形成突破，例如OpenAI的Operator智能体可模拟人类操作浏览器完成复杂任务，Google的A2A协议实现智能体间协作，微软的 Microsoft 365 Copilot则深度整合办公场景。 国内互联网大厂加速布局：阿里巴巴推出Qwen-Agent开源框架，支持函数调用与RAG技术，其"扣子空间"实现多智能体协作完成行业报告分析；腾 讯"元器"基于混元大模型构建一站式AI Agent开发平台，覆盖微信生态全链路；百度"文心智能体平台"提供从智能体创建到插件集成的全流程工 具，支持个性化智能体快速部署；字节跳动"Coze"推出零代码AI Agent开发工具，支持接入Discord、微信等多平台，实现内容生成与 ...

作者丨樱木 编辑丨九黎 2025年5月，红杉资本AI峰会在旧金山落下帷幕。这场汇聚150位全球顶尖AI公司创始人的大会达成重要共识：下一轮AI竞争的核心不再是工具本 身，而是为用户创造的实际收益。在此背景下，Agent的重要性被前所未有的推至所有人的视野前沿。 硅谷大厂开启了第一波加速，微软CEO纳德拉在主题演讲中宣布："我们已经进入了AI Agent时代，正在见证AI系统如何以全新方式帮助我们解决 问题。"Open AI CEO山姆·奥特曼宣布，推出面向开发者的新Codex Agent，称"这可能是编程史上最大的变革。" 而将目光聚焦到国内，大厂纷纷亲自下场，当没人怀疑AI Agent确定性时，实用性的困境却在继续。用户喜欢用"AI实习生"来诠释当下AI Agent的 能力。 从实际情况来看，所谓"AI实习生"直接揭示的是当下AI Agent无法在泛化场景下，满足企业和个人的执行落地要求。特别是当企业进入到数字化 转型的深水区，具体的场景和数据开始细化，传统AI难以打通数据孤岛，员工困囿于重复工作等问题就显得异常突出，关于AI agent的升级似乎 迫在眉睫。 如何解决这一困境，一直聚焦于大模型商业化的智谱 ...

Core Viewpoint - The A-share market is experiencing a fluctuating upward trend, with specific sectors such as CRO, weight loss drugs, and innovative pharmaceuticals showing significant gains. The rise of self-controllable technology and the acceleration of AI commercialization are driving the technology sector's performance [1][2]. Group 1: Market Performance - The A-share market maintained a fluctuating upward trend, with a slight pullback in the afternoon [1] - The CRO, weight loss drugs, and innovative pharmaceuticals sectors saw the highest gains in the afternoon [1] - The 信创 ETF (562570) rose nearly 1% at the close, with top holdings including 用友网络 (600588) and 泛微网络 (603039) [1] Group 2: Industry Trends - The computer industry has entered a new AI Agent market phase, accelerating the commercialization of technology [1] - The 信创 industry chain is undergoing mergers and acquisitions, evolving towards "technology complementary integration" and "ecosystem closure construction" [1] - Current mergers and acquisitions exhibit three main characteristics: 1) Technology collaboration orientation, where companies acquire to fill technological gaps [2] 2) Policy-driven concentration, enhancing industry concentration and encouraging mergers for resource optimization [2] 3) International ecological layout, allowing companies to acquire core technologies through cross-border mergers [2] Group 3: Related ETFs - 信创 ETF (562570) is closely related to the strategic restructuring of 海光信息 and 中科曙光, which are significant components of the index [3] - 云计算50 ETF (516630) tracks an index with a high AI computing content, covering various popular computing concepts [3] - As of May 30, 中科曙光 is the sixth largest component of the 云计算50 ETF, with a weight of 4.32% [3]

作者 | 孟旭 编辑 | 李忠良 策划 | AICon 全球人工智能开发与应用大会 在近期举办的 AICon 全球人工智能开发与应用大会·上海站（2025） 现场，网易有道词典笔产品负责人孟旭以一款全新的 AI 原生硬件 【有道 AI 答疑笔】 为例，分享了智能学习硬件在大模型技术催化下的变革逻辑——从解决单一需求的"学习工具"，进化为陪伴学习的"智能伙伴"。 孟旭指出，从多年的经验和认知出发，有道智能学习硬件的进化本质是 用户需求、硬件创新与 AI 技术三者的螺旋推进，三者像齿轮一样咬合转动，推 动产品进化 。即使是在大模型爆发的当下，纯软件升级或者纯硬件创新都更像是炫技，唯有软硬结合才能让技术润物无声地渗入场景，去解决用户的真 问题 ，这也是垂类硬件在技术爆发时代的生存法则。 以下根据演讲实录整理（部分内容有删改），供大家深入了解： 大家好，我来自网易有道硬件产品团队，我叫孟旭。 现在 AI 可以说无处不在了，作为智能学习硬件的产品团队，我们也一直在思考：当 AI 教育碰撞，如何让这项前沿技术真正成为孩子学习成长路上的"智 慧引路人"? 如何突破传统学习工具的局限，解决孩子在学习过程中遇到的实际痛点，为他 ...

计算机行业 投资评级 推荐 维持 国产Agent不断演进，通用协议推进系统性应用 ——AI行业专题报告 证券研究报告 2025年6月9日 分析师：王朗 邮箱：wanglang2@gyzq.com.cn SAC执业资格证书编码：S0020525020001 目录 • 第一部分：国产智能体技术创新，C端产品百花齐放 请务必阅读正文之后的免责条款部分 2 • 第二部分：MCP开放协议持续扩圈，跨平台协作提升Agent商业价值 • 第三部分：相关标的 • 风险提示 1 国产智能体技术创新，C端产品百花齐放 AI Agent领域的新摩尔定律，显示智能 体的能力急剧快速提升。 2022年ChatGPT发布以来，大模型的能 力持续快速提升，带动AI智能体的能力 提升，进而促进人们竞逐研发更强大的 AI模型。 根据AI研究网站AI Digest发布的研究， AI智能体能够完成的任务时长呈现指数 增长的趋势，其中，任务长度指的是专 业人士完成这些任务需要的时间，从不 到30秒到超过8小时不等。目前，智能体 可以自主完成人类需要一小时才能完成 的编程任务，顶尖的AI系统可以完成的 任务长度正在呈指数级增长——每7个月 翻一番。 ...

Group 1 - The core viewpoint highlights the recent rebound in technology sectors, particularly in military, pharmaceutical, and TMT industries, with the Sci-Tech Innovation Board ETF (589630) rising nearly 1.5% [1] - The A-share merger and acquisition market has been active this year, with significant participation from Sci-Tech Innovation Board companies, especially in sectors like biomedicine, semiconductors, and new-generation information technology [1] - Data indicates that out of 86 major restructuring events in 2025, 18 involved Sci-Tech Innovation Board companies, showing a significant increase compared to the same period last year [1] Group 2 - Dongwu Securities emphasizes the importance of self-reliance in technology, focusing on sectors such as artificial intelligence, autonomous control, new energy technology, aerospace information technology, and data elements [1] - In aerospace information technology, areas like low-altitude economy, satellites, and commercial space are highlighted as key focus points [1] - The report suggests that the AI sector should concentrate on AI agents, AI applications (like standalone software and smart terminals), humanoid robots, and autonomous driving [1] Group 3 - Western Securities notes that the level of merger and acquisition activity reflects the direction of the industrial cycle, with the highest number of mergers occurring in the automotive, electronics, and machinery sectors in 2024 [2] - The report indicates that the trends in automotive intelligence, semiconductor self-control, and high-end manufacturing are accelerating technological upgrades and industry evolution [2] - It is suggested that if AI commercialization leads to performance improvements through mergers and acquisitions, it could create a mainline market trend; otherwise, it may only represent a short-term thematic opportunity [2] Group 4 - The Sci-Tech Innovation Index ETF from Guotai (code: 589630) tracks the Sci-Tech Innovation Index (code: 000680), which includes representative stocks from the Sci-Tech Innovation Board, with an average market capitalization of approximately 11 billion [2] - The index focuses on technology innovation companies, covering more early-stage innovative firms and emphasizing hard technology sectors [2] - Investors without stock accounts can consider Guotai's linked ETFs for the Sci-Tech Innovation Board Comprehensive ETF [2]

Important Market News - The Ministry of Commerce announced export control measures for rare earths, emphasizing their dual-use nature and compliance with international practices. China will continue to review export license applications and has approved a certain number of compliant requests [1] - As of May 2025, China's foreign exchange reserves reached $328.53 billion, an increase of $3.6 billion from April, while gold reserves rose to 7.383 million ounces (approximately 2,296.37 tons), marking a continuous increase for seven months [1] Industry Insights - Deutsche Bank is exploring stablecoins and tokenized deposits, considering options for issuing its own tokens or joining industry initiatives. The bank recognizes the potential for stablecoins, especially in the U.S. regulatory environment, and sees various roles it could play in the stablecoin sector [2] - The storage industry is experiencing a shift due to anticipated production cuts of DDR4 memory, leading to price increases and supply shortages. The demand for DDR4 remains stable in niche markets, and the overall market is expected to improve by the second half of 2025, driven by AI device demand and inventory adjustments [3] - The Ministry of Industry and Information Technology is promoting the integration of artificial intelligence and manufacturing, focusing on enhancing software and hardware capabilities. The initiative aims to accelerate the intelligent upgrade of key industries and foster innovation in industrial data and models [4][5] Company Updates - Ruoyu Chen announced a share reduction plan by its shareholder, Langzi Co., intending to reduce up to 4.768 million shares, accounting for 3% of the total share capital. The stock has seen a significant increase of 535% over the past year [5] - Silk Road Vision disclosed plans for share reductions by its executives, with specific limits on the number of shares to be sold [5] - Mindong Electric Power announced a plan to reduce 4,579,514 shares, representing 1% of its total share capital, between June 30 and September 26, 2025 [5] - *ST Haiyue received a decision from the Shanghai Stock Exchange for stock delisting, with the last trading date expected to be July 4, 2025 [6]

Core Insights - The "Wujie" series of open-source large models was officially launched by the Zhiyuan Institute, covering various applications in embodied intelligence, brain science, and micro-life models [1][3] - Wang Zhongyuan, the director of the Zhiyuan Institute, emphasized that the development of large model technology is far from reaching its limits, despite the slowdown in performance improvement of large language models [1][2] Group 1: Large Model Development - The industry is exploring three main paths to overcome the performance bottleneck of large language models: reinforcement learning, data synthesis, and multi-modal data utilization [2] - The Zhiyuan Institute focuses on research and layout around the native multi-modal world model to enable AI to perceive and interact with the physical world [2][3] Group 2: Embodied Intelligence and Robotics - The "Wujie" series includes models like Emu3, Brainμ, RoboOS 2.0, and OpenComplex2, which are designed to adapt to various types of robots [3] - The rise of humanoid robots is seen as a significant direction in embodied intelligence, with expectations that humanoid robots will learn to walk by 2024 and run by 2025 [5][6] Group 3: Industry Collaboration and Ecosystem - The Zhiyuan Institute has established a strategic cooperation framework with Hong Kong Investment Management Company to build a world-class AI ecosystem [4] - Different industry players are exploring various solutions, including reducing hardware costs and utilizing simulation data for effective model training [7]