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小模型,也是嵌入式的未来
3 6 Ke· 2025-08-22 01:29
小型语言模型比大型模型更紧凑、更高效。因此,SLM需要较少的内存和计算能力,非常适合资源受限的边缘或者嵌入式设备。 这两天,英伟达一个最新研究结论让业界备受关注——小型语言模型(SLM)才是智能体的未来。紧接着,英伟达又抛出了自己的全新小型语言 模型:Nemotron-Nano-9B-V2,该模型在部分基准测试中达到了同类产品中的最高性能。 事实上,小型语言模型(SLM)的风,也刮到了MCU和MPU领域。 小模型,就是"压小"的大模型 小型语言模型(SLM)也许我们早有所接触。SLM 的参数范围从几百万到几十亿不等,而 LLM 则具有数千亿甚至数万亿参数。 SLM是由LLM压缩而来,压缩模型需要在缩小模型的同时,尽可能保留模型的准确性。常见方法如下: 知识蒸馏:利用从大型"教师"模型转移的知识来训练一个较小的"学生"模型; 剪枝:移除神经网络架构中冗余或不那么重要的参数; 量化:降低计算中使用的数值精度(例如,将浮点数转换为整数)。 许多小而强大的语言模型已经出现,证明大小并非一切。常见的10亿到40亿的SLM包括Llama3.2-1B(Meta开发的10亿参数变体)、Qwen2.5-1.5B (阿里巴巴的1 ...
腾讯研究院AI速递 20250822
腾讯研究院· 2025-08-21 16:01
生成式AI 一、 全新Pixel 10「全家桶」火力全开,全系Gemini加持 1. 谷歌发布Pixel 10系列四款机型,搭载Tensor G5芯片和Gemini Nano模型,强调AI深度整合成为标志性特点; 2. 新机型配备多项AI功能:Gemini Live语音助手、Voice Translate实时语音翻译、Nano Banana照片编辑器和 Camera Coach摄影导师等; 3. Pro Res Zoom支持高达100倍智能变焦,Magic Cue智能信息提示自动从Gmail和日历中提取内容,谷歌宣告"传 统智能手机时代终结"。 https://mp.weixin.qq.com/s/M7NZWAuZnIB4iywKWzIJ6w 二、 官宣:DeepSeek-V3.1 发布,迈向 Agent 时代的第一步 1. DeepSeek正式发布V3.1模型,采用混合推理架构同时支持思考与非思考模式,思考效率和Agent能力均有显著提 升; 2. 新模型在编程智能体测评SWE和搜索智能体测评上取得明显进步,并在保持性能的前提下减少20%-50%的输出 token; 3. 模型全面开源,采用UE8M0 FP ...
美的、奥凯如何用AI降低获客成本,缩短成单周期?【502线上同行】
虎嗅APP· 2025-08-21 14:11
Core Viewpoint - The article emphasizes the challenges and opportunities in AI-driven marketing, highlighting the need for businesses to adopt intelligent growth strategies while addressing issues like implementation difficulties, unclear ROI, and high customer acquisition costs [5][9]. Group 1: AI in Marketing - AI+marketing has entered a practical phase, with generative AI being applied across six core marketing functions: insights and strategy, creative generation, customer outreach, conversion facilitation, customer relationship management, and performance optimization [9]. - The market's interest in AI applications is increasing, particularly among enterprises that need to tailor AI use cases to their specific industry characteristics [9]. Group 2: Expert Insights - The article features insights from two experts in intelligent marketing: Chen Xiaofeng from Tanjie Technology, who has extensive experience in sales management at Alibaba, and Ge Kaigang from Ruitai Information, who has led digital marketing projects for major corporations [6][7]. - These experts will share practical case studies and thoughts on how AI marketing can effectively drive business growth for both large groups and growing enterprises [8]. Group 3: Event and Evaluation - The "Big Whale List: Best Implementation Companies in Intelligent Marketing GenAI" initiative aims to identify solution providers and benchmark cases that effectively use AI to solve marketing challenges and drive business growth [10]. - An online seminar on August 28 will focus on the difficulties of customer acquisition and high lead management costs, showcasing representative companies with successful AI sales empowerment and content advertising practices [10][12].
高盛:引发美股科技股抛售的 MIT 调查,1 万亿美元生成式 AI 投资是否值得?
Zhi Tong Cai Jing· 2025-08-21 11:49
Group 1 - The recent sell-off of U.S. tech stocks is attributed to the MIT report titled "The Generative AI Gap: The State of Business AI in 2025" [1] - The core conclusion of the MIT survey indicates that despite investments of $30-40 billion in generative AI, 95% of organizations have not seen commercial returns [2] - The survey highlights a disparity of "high adoption but low transformation," with only two industries showing signs of structural disruption, while seven remain in the experimental phase [2] Group 2 - There is a time lag in the reaction to the MIT report, which was released in July but only gained Wall Street's attention in mid-August, suggesting investors may be seeking justification for selling overvalued AI stocks [3] - Goldman Sachs had previously warned about the "input-output" controversy of generative AI, questioning whether the $1 trillion investment in AI is worthwhile [4] - The disparity between conservative and optimistic productivity and GDP growth projections indicates a risk of overvaluation in the AI market [5] Group 3 - The case of Global Crossing during the internet bubble serves as a historical lesson, where significant investments in infrastructure did not prevent bankruptcy when the bubble burst [6] - This reflects a pattern where the realization of a correct vision may take longer than expected, raising questions about whether the current AI hype will follow a similar trajectory [7] Group 4 - The main obstacles to scaling AI in enterprises, as identified by the MIT survey, include challenges in change management, lack of executive support, poor user experience, concerns over model output quality, and low willingness to adopt new tools [8]
北大ChatExcel,获得千万级新投资
量子位· 2025-08-21 07:15
不圆 发自 凹非寺 量子位 | 公众号 QbitAI 还记得北大团队搞的 ChatExcel 吗? 获得新融资了。 就在最近, ChatExcel官方披露最新进展,公告完成了天使轮融资 ,获得了上海常垒资本、武汉东湖天使基金的 近千万 支持。 据官方表示,本轮资金主要用于加速产品研发迭代,以及全球化市场运营推广,进一步提升ChatExcel在数据智能体(DataAgent)领域的领 先地位。 是的,全球化,这是要出海全球化的节奏。 △ 图源"元空AIExcel"公众号 ChatExcel这些年可以说是蓬勃发展。 甚至有网友认为,这可能是目前最好用的数据可视化AI。 已启动PreA轮融资 ChatExcel是中国首个生成式AI Excel与数据分析智能体,仅通过聊天,即可操作Excel表格。 覆盖Excel处理、数据运算、数据分析、图表生成四大模块,无需编写复杂的公式和代码,适合各种水平的用户使用。 同时,ChatExcel还可以对话企业数据库,自动获取网络数据生成分析报告,从Excel到数据库,到网页数据分析,支持多种数据源。 过去ChatExcel凭借其学术背景与技术研发能力,在AI表格处理与DataAge ...
FDA已批准超1200款AI医疗器械:影像学之外,新的扩张专科在哪里?
思宇MedTech· 2025-08-21 03:50
北京和上海活动报名: 第三届全球手术机器人大会 2025医疗器械研发创新论坛 人工智能(AI)正在迅速渗透医疗器械领域。根据 FDA 最新公布的数据,截至 2025 年 7 月,FDA 已经累计批准了 超过 1200 款 AI/ML 医疗器械 ,而且仅在 2024 年,就有 235 款设备获批 ,创下历史纪录。这意味着,AI 不再是未来的设想,而是正在以大规模产品化的形式进入医疗临床。 如果仔细拆解这些获批器械的分布,就会发现一个鲜明的趋势: 影像学(radiology)仍是绝对主力 ,占据了多数的 AI 应用场景,例如自动分割影像、病灶检测 和风险筛查等。但与此同时, 心脏病学、神经学等专科 正在快速追赶,成为 FDA 审批曲线中新的增长点。 # 其他新兴专科:从内镜到病理 除了心血管和神经学,还有一些专科的 AI 医疗器械数量正在快速增长: # 监管前沿与未来挑战 # 心血管专科:从心电到血管成像的加速渗透 在心血管领域, AI 已经从最早的 心电图(ECG)节律分析 ,扩展到 心脏超声和 CT 冠脉成像 。 这一专科的加速扩张有两个原因:一是心血管疾病发病率高、患者群体庞大;二是影像数据和生理信号量大, ...
资讯日报-20250821
Guoxin Securities Hongkong· 2025-08-21 03:26
Market Overview - The Hang Seng Index closed at 25,165.94, down 0.41% for the day but up 25.57% year-to-date[3] - The Hang Seng Technology Index ended at 5,541.27, with a slight decrease of 0.01% daily and a year-to-date increase of 23.12%[3] - The Shanghai Composite Index rose by 1.04% to 3,766.21, marking a year-to-date increase of 10.53%[3] Sector Performance - Semiconductor stocks showed gains, with SMIC and Hongguang Semiconductor rising over 3%[9] - New consumption concepts gained traction, with Pop Mart surging 12% and Laoputang Gold increasing by over 8%[9] - Solar energy stocks performed well, with Fuyao Glass rising over 15% and Xinyi Energy up over 3%[9] U.S. Market Dynamics - Major U.S. tech stocks fell, with Apple down 1.97% and Intel dropping 6.99% due to concerns over government intervention in the semiconductor sector[12] - The Nasdaq China Golden Dragon Index saw a slight increase of 0.33% amidst mixed performances of Chinese concept stocks[12] Economic Indicators - Japan's exports to the U.S. fell by 10.4% year-on-year in July, the largest decline since 2020, indicating the impact of U.S. tariff policies[12] - The Federal Reserve's July meeting minutes revealed concerns over inflation risks, overshadowing worries about a weak job market[12] Investment Insights - Analysts suggest that the recent sell-off in tech stocks may represent a rotation rather than a full-scale market downturn, with many undervalued sectors presenting attractive opportunities[9][12] - The semiconductor and AI sectors are expected to see structural growth driven by advancements in generative AI technology[9]
股指期货:反内卷政策再度催化股指期权:积极预期再度兑现,波动率抬升
Zhong Xin Qi Huo· 2025-08-21 00:45
Group 1: Report Industry Investment Ratings - The investment rating for stock index futures is "oscillating upward with a bias towards strength" [10] - The investment rating for stock index options is "oscillating" [11] - The investment rating for treasury bond futures is "oscillating downward with a bias towards weakness" [11] Group 2: Core Views of the Report - Stock index futures are catalyzed by anti - involution policies. The upward trend of the market continues, and it is recommended to hold long positions in IM contracts to enjoy the excess returns of the growth style [3][10] - Stock index options see the fulfillment of positive expectations and an increase in volatility. It is advisable to adopt bull spread and short - volatility strategies [4][11] - Treasury bond futures experience a resurgence of risk appetite. The long - end of the bond market is significantly disturbed, and it is recommended to pay attention to opportunities for the yield curve to steepen and long - end arbitrage [5][11][12] Group 3: Summary by Related Catalogs 1. Market Views Stock Index Futures - On Wednesday, the Shanghai Composite Index opened lower and closed higher, standing firmly at a ten - year high with trading volume slightly shrinking to 2.44 trillion yuan. The growth style was prominent. Affected by the overnight slump in US tech stocks, A - shares opened lower but became an opportunity for portfolio adjustment. Anti - involution news catalyzed the oil and petrochemical industry, and the index accelerated its upward movement with the discount further narrowing. It is recommended to hold long positions in IM contracts [3][10] Stock Index Options - The underlying assets first declined and then rose. The option market turnover increased in the afternoon. Volatility decreased in the morning and increased in the afternoon. It is recommended to build short - volatility positions in batches and maintain a positive directional exposure [4][11] Treasury Bond Futures - The main contracts of treasury bond futures closed lower again. The decline was mainly due to the stock - bond seesaw effect. The long - end of the bond market was more disturbed, and the short - end performed relatively well with the curve steepening. It is recommended to pay attention to curve - steepening opportunities and long - end arbitrage [5][11][12] 2. Economic Calendar - On August 20, 2025, China's one - year loan prime rate (LPR) in August remained at 3%. The preliminary value of the US SPGI manufacturing PMI in August is expected to be 49.5, and Japan's national CPI annual rate in July is expected to be 3.1% [13] 3. Important Information and News Tracking - The upcoming military parade will feature domestically - produced active - service main battle equipment, including new fourth - generation equipment, unmanned intelligent and anti - unmanned equipment, and advanced strategic weapons, demonstrating the military's combat capabilities [13] - The US Treasury Secretary said that the US and China had a "very good dialogue" on economic and trade issues and expected to meet again before November [14] 4. Derivatives Market Monitoring - The report includes data on stock index futures, stock index options, and treasury bond futures, but specific data details are not elaborated in the summary requirements [15][19][31]
格林大华期货早盘提示-20250821
Ge Lin Qi Huo· 2025-08-20 23:31
1. Report Industry Investment Rating - The report recommends a long position for macro and financial index futures, including IM, IC, IF, IH [1]. 2. Core View of the Report - The major indices of the two markets on Wednesday first declined and then rose, with the chip sector surging in the afternoon and the Shanghai Composite Index reaching a new high in this round. The trading volume of the two markets was 2.40 trillion yuan. The inflow of continuous funds will drive the stock market to maintain an upward trend [1][2]. 3. Summary by Relevant Catalogs 3.1 Market Review - The major indices of the two markets on Wednesday first declined and then rose, with the chip sector surging in the afternoon and the Shanghai Composite Index reaching a new high in this round. The trading volume of the two markets was 2.40 trillion yuan. The CSI 1000 Index closed at 7305 points, up 62 points or 0.86%; the CSI 500 Index closed at 6728 points, up 72 points or 1.09%; the SSE 300 Index closed at 4271 points, up 48 points or 1.14%; the SSE 50 Index closed at 2846 points, up 34 points or 1.23%. Among industry and theme ETFs, the top gainers were Science and Technology Innovation Chip ETF, Artificial Intelligence ETF Science and Technology Innovation, Chip 50 ETF, Science and Technology Innovation Information ETF, and Semiconductor Equipment ETF, while the top losers were Financial Technology ETF, Film and Television ETF, and Biological Vaccine ETF. Among the sector indices of the two markets, the top gainers were commercial vehicles, chemical fibers, semiconductors, hotel and catering, and optical and optoelectronic indices, while the top losers were navigation equipment, ground military equipment, radio and television, film and television theater chains, and CXO concept indices. The settlement funds of CSI 1000, SSE 300, CSI 500, and SSE 50 index futures had net inflows of 9.9 billion, 3.6 billion, 3.4 billion, and 0.8 billion yuan respectively [1]. 3.2 Important Information - Among the 31 Shenwan primary industries, 28 have risen overall this year. The top five gainers are the communication, non-ferrous metals, pharmaceutical and biological, machinery and equipment, and comprehensive industries, with annual increases of over 20%. The communication and non-ferrous metals industries have both increased by over 30% [1]. - As of the close on August 18, among the 5424 A-share stocks, 4514 have risen overall this year, accounting for 83%. 360 stocks have doubled this year, accounting for 6.6% [1]. - Overseas capacity construction has shifted its focus to equipment procurement. The imports of production equipment such as milling machines and grinding machines in the US, India, Malaysia, etc. have significantly increased since the second half of 2024, and the imports of generators and transformers are also picking up [1]. - Wall Street traders are buying a large number of "disaster puts" on the Invesco QQQ Trust Series 1 ETF that tracks the Nasdaq 100 Index, seemingly worried about a repeat of the sell-off in April [1]. - A MIT report states that "95% of organizations have received zero returns on their generative AI investments," combined with a bubble warning from OpenAI CEO Sam Altman, causing investors to flee high-momentum technology stocks and move to defensive sectors [1]. - Japan's export data for July reflects the continuous impact of tariffs. Japan's exports of automobiles and parts to the US decreased by 28.4% and 17.4% respectively, and exports of semiconductor manufacturing equipment decreased by 31.3%. Economists warn that Japan may fall into a recession [2]. - The US government has quietly expanded the scope of steel and aluminum tariffs, adding over 400 product categories with a 50% tariff rate, which will add more cost-push inflation pressure [2]. - The US Commerce Secretary is exploring how to obtain more equity in major chip manufacturers through the Chip Act funds. If the equity-for-subsidy model is fully implemented, the US government will become an important shareholder in major global chip manufacturers [2]. 3.3 Market Logic - The major indices of the two markets on Wednesday first declined and then rose, with the chip sector surging in the afternoon and the Shanghai Composite Index reaching a new high in this round. Hedge funds' net purchases of Chinese stocks last week reached the highest in seven weeks, making China the market with the largest net capital inflow on the Goldman Sachs platform since August [1][2]. 3.4 Future Market Outlook - The major indices of the two markets on Wednesday first declined and then rose, with the chip sector surging in the afternoon and the Shanghai Composite Index reaching a new high in this round. As of the close on August 18, among the 5424 A-share stocks, 4514 have risen overall this year, accounting for 83%. 360 stocks have doubled this year, accounting for 6.6%. Hedge funds' net purchases of Chinese stocks last week reached the highest in seven weeks, making China the market with the largest net capital inflow on the Goldman Sachs platform since August. Goldman Sachs believes that China's humanoid robot industry is undergoing product iterations at an astonishing speed, and the commercialization path is becoming increasingly clear. The chief strategist of Bank of America believes that the Fed may deal with debt through currency depreciation, making shorting the US dollar the core investment theme. Gold, cryptocurrencies, commodities, and emerging markets will be the biggest winners. The probability of a Fed rate cut in September has risen to 100%. The "de-Americanization" of global financial asset reallocation is expected to accelerate the inflow of international funds into the A-share market. The short-term technical index correction has ended, and the major indices of the two markets have entered an upward phase again. Continuous capital inflows will drive the stock market to maintain an upward trend [1][2]. 3.5 Trading Strategy - For index futures directional trading, the short-term technical index correction has ended, and the major indices of the two markets have entered an upward phase again. Continuous capital inflows will drive the stock market to maintain an upward trend [2]. - For index option trading, with continuous capital inflows, investors can choose to buy out-of-the-money long-term call options on growth index futures [3].
0820港股日评:三大股指低开高走,港股通轻工制造领涨-20250821
Changjiang Securities· 2025-08-20 23:30
Core Insights - The Hong Kong stock market opened lower but closed higher, with a total trading volume of HKD 285.29 billion and a net outflow of southbound funds amounting to HKD 14.682 billion [2][9] - Major new consumer stocks reported strong interim results, and positive guidance from company leaders boosted the new consumption sector [2][9] - The light industry manufacturing sector led the gains in the Hong Kong Stock Connect, benefiting from positive earnings announcements from leading companies [2][9] Market Performance - The Hang Seng Index rose by 0.17% to 25,165.94, while the Hang Seng Technology Index slightly declined by 0.01% to 5,541.27 [6] - The Hang Seng China Enterprises Index increased by 0.08% to 9,013.27, and the Hang Seng High Dividend Index fell by 0.06% [6] - In the A-share market, the Shanghai Composite Index rose by 1.04%, and the CSI 300 Index increased by 1.14% [6] Sector Analysis - Among the primary sectors in the Hong Kong Stock Connect, light industry manufacturing (+5.82%), electronics (+1.09%), and agriculture, forestry, animal husbandry, and fishery (+0.95%) led the gains [6][9] - Conversely, the pharmaceutical sector (-2.88%), comprehensive sector (-2.53%), and computer sector (-2.34%) experienced declines [6][9] - Concept indices such as the paper industry (+9.17%), baby and child products (+8.63%), and electronic cigarettes (+6.37%) saw significant increases, while the Foxconn index (-6.93%) and unprofitable biotech index (-5.02%) faced declines [6][9] Future Outlook - The report anticipates that the Hong Kong market could reach new highs driven by three core directions: AI technology and new consumption sectors, continued inflow of southbound funds, and improved global liquidity conditions due to potential U.S. interest rate cuts [9] - The report emphasizes the importance of the upcoming Jackson Hole global central bank meeting and its implications for future monetary policy [9]