1.【英伟达回应美国政府向特许对华出口AI芯片征收15%"交易许可税"】8月12日，对于美国向英伟 达特许对华出口的AI芯片H20 GPU征收15%的营收以作交易许可费一事，英伟达公司回应称，"英伟 达遵守美国政府制定的参与全球市场的规则；加速计算的需求是全球性的，英伟达将继续在规则范围 内为尽可能多的客户提供服务"。当地时间8月11日，美国总统特朗普对外证实，他已要求向AI芯片大 厂英伟达、AMD对其销往中国大陆的芯片征收营收的15%作为许可费。特朗普透露，他最初要求收 取20%的费用，但在英伟达CEO黄仁勋的协商下，该比例降至15%。（界面新闻） 2.【OpenAI CEO呛声马斯克：希望对马斯克操纵X展开反调查】在马斯克威胁对苹果采取法律行动 后，OpenAI CEO Sam Altman在X上转发了前者的帖文并表示：我听说有人指控马斯克通过操纵X来 谋取个人及公司利益，并损害其竞争对手和他不喜欢的人的利益，这一指控令人震惊。我希望有人能 对此展开反调查，我和许多人都想知道究竟发生了什么。但OpenAI将专注于打造卓越的产品。 Altman同时转发了一篇2023年的媒体文章，文章称马斯克曾施压推特团队大 ...

Core Viewpoint - The Hong Kong Stablecoin Regulation will officially take effect on August 1, 2025, allowing institutions to apply for licenses, with nearly 50 companies, including major Chinese tech firms Ant Group and JD.com, eager to participate [2] Group 1: Licensing and Market Entry - The initial plan is to issue the first batch of licenses by the end of October 2025, allowing licensed institutions to prepare for stablecoin issuance before the Christmas season [2] - The approval process for stablecoin licenses will follow a market-oriented principle, but the entry threshold is expected to be high, with estimates suggesting that the first batch of licensed institutions will not exceed 10 [2][3] - The application process will require institutions to demonstrate comprehensive capabilities in finance, IT, and marketing, along with maintaining high operational costs, which may reach several million Hong Kong dollars annually [3][4] Group 2: Potential Issuers and Challenges - Potential issuers include major players like Ant International and Ant Digital Technology, as well as various financial institutions and tech companies [3][4] - Two main challenges during the application phase include demonstrating a genuine business need and addressing anti-money laundering concerns, particularly in cross-border scenarios [5] - The regulatory focus will prioritize applications from companies with mature technology and strong capabilities, making it difficult for smaller players to succeed in the competitive cross-border payment space [5] Group 3: Impact on the Ecosystem - Local brokers are expected to be significant beneficiaries, with many already upgrading their licenses, leading to increased trading commissions and potential new revenue streams from virtual asset custody services [8][10] - Banks may also play a dual role as third-party custodians and potential stablecoin issuers, leveraging their existing customer base to offer stablecoin services [11][12] - The overall market for stablecoins in Hong Kong is still considered niche, with the local currency not being a major international currency, limiting the growth potential without tapping into the mainland Chinese market [13][14] Group 4: Future Prospects - The emergence of a leading stablecoin company in Hong Kong, akin to Circle in the U.S., is possible but will be limited in number due to the lengthy operational timeline required to achieve profitability and meet listing standards [18][19] - The focus for Hong Kong in 2026 will be on large-scale promotion and implementation of stablecoins to enhance settlement efficiency, potentially involving agreements with friendly nations to expand application scenarios [20]

来源丨 APPSO（ID： appsolution ） 编辑丨 APPSO 图源丨 The Information 最近往返中美频繁发声的黄仁勋，是把英伟达打造成4万亿帝国的「AI教父」，最近The Information 曝光了一个老黄布局多年的秘密。 而这个秘密的揭开，要从今年早些时候的一次英伟达全员大会说起。一个敏感问题通过匿名提问系统 跳出来，现场数千名员工的目光瞬间都聚焦到了台上的黄仁勋身上。 英伟达员工的二代正在进入公司，这种裙带关系你怎么看？ 穿着标志性黑皮夹克的黄仁勋没有回避，身体微微前倾，拿起话筒：公司确实雇佣了不少员工的孩 子。他还笑着补充说，这些父母要是没把握孩子不会给自己丢脸，绝对不敢推荐，而且很多「二代」 表现得比他们爹妈还要出色。 这场看似即兴的问答更像是一次精心的安排。就像往平静湖面扔了颗石头，瞬 间在英伟达内部掀起了 不小的波澜，也让外界第一次把目光聚焦到了两个最特殊的「二代」身上——黄仁勋自己的一双儿 女：35岁的斯宾塞（ Spencer Huang） 和34岁的麦迪逊 （Madison Huang） 。 在这个全球市值最高的AI帝国里，一场关于自我证明、摆脱父辈光环、以及企 ...

8月12日，英伟达宣布推出全新的NVIDIA Omniverse库和NVIDIA Cosmos世界基础模型（WFM），加 速机器人解决方案的开发和部署。官方介绍，新的库和模型由全新NVIDIA RTX PRO服务器和NVIDIA DGX Cloud提供支持，可帮助开发者在任何地方开发物理精确的数字孪生，在仿真中捕捉和重建现实世 界，生成用于训练物理 AI 模型的合成数据，并构建理解物理世界的AI智能体。 ...

Core Insights - Real-time cloud rendering is an emerging rendering method based on rapid advancements in cloud computing, virtualization, and rendering engines, enabling high-quality video streaming of complex 2D or 3D graphics in real-time [1][2][7] - The global real-time cloud rendering market is projected to grow from $1.595 billion in 2020 to $4.03 billion by 2024, achieving a compound annual growth rate (CAGR) of 26% [7][9] - In China, the market is expected to reach 8 billion yuan in 2024, with a year-on-year growth of 45.5%, significantly outpacing the global market [9] Market Overview - Real-time cloud rendering enhances user experiences across various sectors, including entertainment, film, tourism, architecture, social interaction, and office applications, as well as cutting-edge fields like the metaverse and digital twins [1][9] - The service is categorized into three main applications: cloud gaming, cloud-native, and other scenarios, with cloud gaming being the primary application due to its established industry framework and large user base [11][13] Competitive Landscape - The real-time cloud rendering market consists of independent rendering cloud vendors and cloud computing providers, each offering different capabilities and solutions [13] - Independent vendors, like Ruiyun Technology, provide platforms compatible with multiple computing resources, while cloud computing firms, such as Alibaba Cloud, offer integrated "compute + render" platforms but with limited application support [13] Business Model - Various pricing models exist for cloud rendering services, including billing by duration, frame count, or node count, with many platforms adopting a dual-track pricing model based on configuration and time [15] Industry Trends - The real-time cloud rendering market is evolving towards large-scale, diversified, and specialized services, driven by the increasing complexity of application scenarios and the demand for high-quality rendering [19] - Enhanced infrastructure capabilities are necessary to meet the growing demands for computing power, storage speed, and network bandwidth [20] - The integration of artificial intelligence with real-time cloud rendering is improving rendering quality and system responsiveness, enhancing user interaction [21] - The industry ecosystem is expanding, attracting more participants and driving growth, although many applications are still in early development stages [22]

Core Viewpoint - The World Robot Conference emphasizes the importance of innovation and application in robotics, showcasing advancements in technology and the need for interdisciplinary collaboration in the field [1][3]. Group 1: Key Presentations - Ni Guangnan, an academician from the Chinese Academy of Engineering, highlighted the significance of "AI + spatial computing" as a new paradigm that bridges the physical and digital worlds, essential for enhancing robot intelligence [3]. - Vašek Hlaváč from Czech Technical University discussed the development of a unique visual guidance method for industrial robots, which improves precision in flexible assembly tasks through custom datasets and machine learning [5]. - Seng Chuan Tan, the incoming president of the World Federation of Engineering Organizations, emphasized the need for engineers to evolve from traditional roles to innovative problem solvers with interdisciplinary skills [7]. Group 2: Challenges and Opportunities - Gao Feng from Shanghai Jiao Tong University identified four key challenges in robot invention: functional-driven design, performance integration, behavioral intelligence, and specific engineering applications [9]. - Alexander Verl, chair of the International Federation of Robotics Technical Committee, discussed the limitations of current robots and the potential of digital twins and AI to enhance their capabilities [11]. - Sergej Fatikow from the University of Oldenburg presented innovations in micro-robotics for precision manufacturing, emphasizing the importance of nanotechnology in driving breakthroughs [13]. Group 3: Industry Applications - Zhang Jiafan from ABB Robotics highlighted that industrial robots currently cover only 20%-30% of industrial needs, indicating significant untapped potential for AI applications in decision-making and control [15]. - Zeng Guang from Zoomlion discussed the integration of humanoid robots into manufacturing systems, emphasizing the need for comprehensive knowledge and AI-driven platforms for effective deployment [17]. - Hu Luhui from Zhicheng AI pointed out the core pain points in the industry, including high costs and safety issues, and advocated for deep collaboration between physical and intelligent systems to overcome these challenges [19]. Group 4: Medical and Agricultural Innovations - Bradley Nelson from ETH Zurich presented the application of micro-robots in medicine, particularly for targeted drug delivery and remote surgeries, showcasing their potential to address significant healthcare challenges [21]. - Jens Kober from Delft University of Technology discussed the automation of agriculture in the Netherlands, emphasizing the need for cost-effective solutions to labor shortages and the importance of addressing real pain points in the industry [29]. - Yaniv Maor from Tevel highlighted the challenges in automating fruit picking, focusing on the need for flexible robotic systems that can adapt to diverse environments and fruit varieties [31]. Group 5: Future Directions and Market Trends - Dennis Gutowsky from FESTO introduced bio-inspired robotics, showcasing innovations that mimic natural mechanisms to enhance robotic design and functionality [33]. - The dialogue on embodied intelligence emphasized the need for reliable and transparent AI systems to foster trust and collaboration between humans and robots [34][36]. - The discussions highlighted the importance of open-source models to build user trust and the necessity for predictable AI systems to ensure effective human-robot interaction [42][44].

在全球经济绿色复苏与产业链深度调整的背景下，中国钢铁行业如何以创新驱动高质量发展？8月5日至 10日，第十四届中国国际钢铁大会暨首届中国国际钢铁周在上海举行，活动围绕"科技赋能·新质未 来"主题探讨了钢铁行业在高端化、智能化、绿色化转型中的创新实践与发展路径。 高端化：万亿研发投入重塑竞争力 在首钢集团展区，一张由钢铁制成的冬奥会明信片吸引了观众的注意力。明信片上冰墩墩热情灵动，而 整张明信片最薄处只有约0.06毫米，被称作"蝉翼钢"。"这薄度约为一根头发的直径，展示了我国钢铁 制造的技术突破和前沿发展。"首钢京唐公司融媒体中心主持人王宇说。 当前，钢铁行业的智能化转型正在加速演进，人工智能、数字孪生、工业互联网等新一代信息技术正与 钢铁制造深度融合，推动全产业链向"数智化"方向拓展前行。 "河钢数字自主研发的WesCarber碳中和数字化平台，聚焦'双碳'目标，以'能碳+AI'为全新核心驱动力， 深度融合数字化技术与绿色低碳制造全流程场景，是目前行业内'碳功能'最全面的数字化平台。"河钢 数字的现场人员介绍说，某钢铁企业通过平台智能数采技术实现40余工序共计510万条碳数据采集，自 动化采集覆盖率75%以上 ...

Group 1 - The metaverse concept is experiencing a resurgence in 2025, driven by significant technological breakthroughs and strong national support [1] - The implementation of the national standard GB/T 45993-2025 for the metaverse and the establishment of a standardization committee signal a shift from a "technology stacking phase" to a "scene explosion phase" in China's metaverse industry [1][3] - Hardware and software advancements, exemplified by new VR and MR devices like Meta Quest 3S and Apple Vision Pro, are enhancing user experience and accessibility [1] Group 2 - The practical applications of mature technology are evident, such as the "Metaverse Neo World" in Shanghai, which has attracted major gaming companies and created an integrated industrial ecosystem [2] - The industrial sector is becoming a focal point for the metaverse's value, with predictions that 47% of global enterprises will actively engage in the industrial metaverse by 2027 [2] - Early adopters like Siemens and Renault are leveraging digital twin technology and AR systems to improve operational efficiency and reduce costs [2] Group 3 - The announcement of the metaverse standardization committee by the Ministry of Industry and Information Technology indicates China's proactive approach to establishing a metaverse standard system [3] - The focus on developing foundational standards for metaverse terminology, digital human coding, and industry application standards reflects a strategic direction towards integrating metaverse technology into the real economy [3] - This initiative aims to accelerate the transition from virtual to real, driving industrial upgrades and value creation [3]

Core Insights - The industrial control system (ICS) industry in China is undergoing a strategic transformation from traditional automation to intelligent and autonomous systems, driven by policy guidance and technological innovation, resulting in a market size of over 300 billion yuan with a compound annual growth rate exceeding 10% [1][6][14] - The market structure shows a clear distinction where foreign companies dominate the high-end market while domestic firms are rising in the mid-range segment, with significant advancements in localization [1][20] Industry Overview - ICS refers to the combination of hardware and software used to monitor, control, and manage industrial production processes, ensuring safety, efficiency, and stability [2] - The main categories of ICS include SCADA, DCS, PLC, RTU, and SIS, with further segmentation by industry and control levels [2] Development Background - The Chinese government has prioritized the development of ICS, implementing various policies to enhance network security, data management, and digital transformation, thereby supporting the industry's shift towards autonomy and intelligence [8][9] Industry Chain - The ICS industry has established a complete ecosystem, with upstream focusing on core components and software, midstream on manufacturing and system integration, and downstream applications in diverse sectors like renewable energy and smart manufacturing [10] Current Market Analysis - The ICS market in China is projected to exceed 300 billion yuan in 2024, with expectations to reach 320 billion yuan by 2025, driven by policy support and technological advancements [14] - The DCS market is expected to reach 14.8 billion yuan in 2024, with over 95% penetration in the petrochemical and power sectors [17] Competitive Landscape - The competitive landscape is characterized by foreign companies leading the high-end market, while domestic firms like Inovance Technology and Zhongkong Technology are gaining ground in the mid-range market [20][21] - Siemens holds a 48% market share in the PLC sector, while domestic companies are achieving significant localization breakthroughs [20] Future Trends - The ICS industry is moving towards intelligent upgrades driven by technology integration, with AI and edge computing enhancing system capabilities [24] - The push for localization and global expansion is accelerating, with domestic companies expected to increase their international market share significantly by 2030 [26] - Safety and sustainability are becoming core competitive factors, with a focus on reducing energy consumption and enhancing cybersecurity measures [27]

Group 1 - The Suzhou Technology Town Leaders Team has signed 225 technology and research cooperation contracts with a total value exceeding 225 million yuan, facilitated financing connections for 139 enterprises amounting to over 1.3 billion yuan, and introduced 23 new innovative platforms [1][6] - The team is focused on strategic emerging industries, key industrial clusters, and rural revitalization, with the 18th batch of the team being formed to continue promoting talent and technological innovation [1][2] - The team consists of over 100 members from nearly 40 universities and institutions, enhancing collaboration between local areas and national research entities [2][6] Group 2 - The team has facilitated over 20 industry-academia-research collaborations in the new generation information technology sector, with a total technical contract value exceeding 20 million yuan [2] - The team has established an "Industrial AI Empowerment High-Precision Manufacturing Technology Innovation Center" and a joint center for automotive interior surface micro-nano manufacturing [2][3] - The team has helped companies like Xingtong Medical Technology achieve breakthroughs in R&D and application through technology transfer agreements, including an 8 million yuan contract for a patented technology [5] Group 3 - The team has addressed financing challenges for enterprises, helping secure 1.93 billion yuan in funding for key technology projects [6][7] - The team has implemented targeted strategies to attract high-level, young, and skilled talent, resulting in the establishment of a technology transfer center and local job fairs that attracted over 2,000 young talents [7][8] - The team has supported traditional craftsmanship and rural cultural tourism development, exemplified by the establishment of the Suzhou Craft Academy and various training programs [8][9] Group 4 - The team has fostered a sustainable innovation ecosystem by linking university technology outputs with enterprise validation and market returns [3][9] - The team has enhanced the influence of Suzhou's intelligent connected vehicle industry through collaborative agreements with major automotive companies, totaling over 62 million yuan in technical contracts [5][6]