随着AI被广泛应用于企业降本增效，人工智能之于企业管理，到底是助力还是混乱，引人深思。 针对此，中欧国际工商学院管理学教授韩践女士与易路人力资源科技董事长&CEO、中欧EMBA校友王天扬先生受邀做客《虎嗅·AI无悖论》节目，深入 探讨AI对企业管理的冲击与机遇，分享关于组织变革、员工激励、数据伦理及中小企业转型的洞见： ◉ 从个体提效到组织流程优化，AI如何推动管理模式的转型？ 本期主持人为资深媒体人、热AInext主理人陈庆春，以下核心观点转载自虎嗅，原文有删减。 01 如何看待AI对组织与岗位的冲击 陈庆春：目前AI正在如何影响企业的组织结构与管理方式？ 韩践： AI对企业管理的影响，正在从个体层面逐步扩展到组织结构层面。 首先，在个体工作层面，AI带来的提效已经非常明显。像会议纪要生成、文生图、生成标准化报告等容错率较高的应用场景，已经成为不少职能部门 的"标配工具"，显著减轻了日常重复性劳动。 其次，在组织架构层面，一个值得关注的新现象是越来越多的企业开始设立如首席AI官（CAIO）这样的职位。 这背后有两个动因：其一，企业在战略层面对AI给予了高度重视，认为AI是未来竞争力的关键部分；其二，是为了推 ...

硅谷101 . 有趣有用的商业访谈 本文来自微信公众号： 硅谷101 ，访谈：泓君，图文：思扬，编辑：泓君、梓沁，原文标题：《智 能体大战的分水岭时刻：四种技术路径全解析》，题图来自：AI生成 美国时间7月17日，OpenAI终于迎来了它的"Agent时刻"——通用型ChatGPT Agent正式发布。 它整 合了深度研究工具Deep Research与执行工具Operator，可一站式完成复杂任务，但仍存在速度 慢、个性化不足等短板。 这款产品的发布，让市场重新审视通用AI代理的技术路径选择。 ChatGPT Agent的架构本质是 "浏览器+沙盒虚拟机" ，与Manus、Genspark形成鲜明的技术路线差 异。在底层架构层面，浏览器 （Browser-based） 代理虽堪称万能，但运行速度较慢；沙盒虚拟机 （Sandbox） 高效，但无法联网操作、工具库受限；工作流集成 （Workflow API） 速度快、结果精 准，但业务范围有限。 不同架构模式下的几大主流Agent，各有哪些优劣势？针对B端客户和C端客户的Agent产品，在适用 场景和技术逻辑上有何差别？Agent将重塑互联网入口，那么依靠广告 ...

Investment Rating - The report maintains a "Buy" rating for multiple stocks in the communication sector, including 沪电股份 (002463.SZ), 美格智能 (002881.SZ), 中际旭创 (300308.SZ), 天孚通信 (300394.SZ), and others [1]. Core Insights - The WAIC 2025 conference highlighted the acceleration of AI large model iterations and the growing investment opportunities in the computing power industry chain [2][7]. - The conference showcased significant trends such as the practical application of embodied intelligence, AI enhancing personal efficiency, and the emergence of AI agents [3][6][21]. - The report emphasizes the increasing demand for computing power driven by advancements in AI models and the potential for AI-driven digital interactions to become a new hot sector [9][25]. Summary by Sections Industry Overview - The communication sector index rose by 2.54%, outperforming the Shanghai and Shenzhen 300 index, which fell by 1.75% [14][16]. - The report identifies key stocks to watch, including major telecom operators and technology companies involved in AI and computing power [26][27]. WAIC 2025 Highlights - The WAIC 2025 conference, held from July 26 to 28, featured over 800 companies and 3,000 exhibits, marking a significant milestone in AI development [2][28]. - Key trends observed include the practical implementation of embodied intelligence, AI's role in enhancing personal productivity, and the introduction of AI emotional companion products [3][6][21][31]. AI Model Developments - Google's Gemini 2.5 Deep Think model was introduced, showcasing improved performance in various benchmarks [7][39]. - The domestic model GLM-4.5 was released, achieving top rankings in multiple performance tests and offering competitive API pricing [8][49][50]. - Alibaba's launch of the Wan2.2 video generation model represents a significant advancement in video generation technology [52][55]. Investment Opportunities - The report suggests a focus on the computing power industry chain, highlighting the increasing need for advanced computing capabilities as AI models evolve [9][25]. - Recommended stocks span various sectors, including telecommunications, cloud computing, and AI technology, indicating a broad investment strategy [26][27].

近日，由世界人工智能大会（WAIC）组委会指导、壹沓科技主办的"智能体驱动供应链变革"分论坛于 上海世博中心举行。壹沓科技在论坛上宣布品牌升级为「ONEAIX壹沓」，并正式发布供应链领域首个 具备自主规划能力的垂类AI Agent智能体平台——运小沓数字员工4.0。该产品的面世，标志着供应链智 能化迈入全链路自主决策的新阶段。 壹沓科技技术副总裁庄学坤对观察者网阐述了壹沓科技在AI Agent领域的战略和实践。他提到，海运物 流涉及托书、提单、补料、报关等数十个环节，存在大量人工重复劳动。基于市场潜力、人工成本上升 及自动化提交需求，壹沓科技选择切入该赛道，构建"白领 + AI Agent"创新型办公模式。 论坛当天，近200名国际顶级专家学者、企业家、投资人、政府官员同聚一堂，共同见证行业发展方 向，深度探讨供应链物流领域的创新经验，探索创新方向，展示创新成果、结成创新伙伴，推动产学研 协同创新。 "现阶段不会自研基座模型" 论坛上，壹沓科技CEO卞晓瑜在主旨演讲中强调，未来的贸易不仅是货物的流动，更是思维和创意的流 动。随着大模型智能能力的不断突破，供应链物流行业将从当前的人主导、AI辅助模式，跃迁至AI ...

Core Viewpoint - Perplexity AI has developed the Comet browser to compete with Google and enhance user experience by integrating AI capabilities directly into the browsing process, aiming to provide a more personalized and efficient online experience [3][10][20]. Group 1: Development Motivation - The decision to create the Comet browser stemmed from the observation that most user queries are conducted through browser search bars, with Google handling approximately 15 billion queries daily, a significant portion of which comes from Chrome and Safari [3][4]. - The historical context of Google's rise, particularly through the Google Toolbar, illustrates the importance of controlling the browsing experience to avoid dependency on other platforms like Microsoft [4][7]. - The need for a dedicated client was emphasized due to challenges faced with existing browser extensions and the desire to maintain control over user data and experience [7][15]. Group 2: AI Integration and User Experience - Comet aims to leverage AI agents to perform complex tasks that traditionally require significant time and effort, such as conducting research across multiple platforms and managing schedules [8][9]. - The browser is designed to enhance user productivity by allowing AI to assist in everyday tasks, thereby providing a competitive edge for small business owners and individuals [9][19]. - The integration of AI within the browser is seen as a necessary evolution to keep pace with advancements in AI technology and user expectations [10][19]. Group 3: Competitive Landscape - Perplexity AI positions itself against Google by challenging the sustainability of Google's advertising model, suggesting that AI agents could disrupt traditional ad spending by providing more efficient alternatives for users [20][21]. - The company believes that Google's reliance on advertising revenue could be undermined as users increasingly turn to AI for decision-making, potentially reducing the effectiveness of Google AdWords [21][36]. - Perplexity AI's strategy focuses on creating a subscription-based model for AI services, which could provide a more stable revenue stream compared to ad-based models [36][39]. Group 4: Privacy and Data Management - Comet emphasizes user privacy by ensuring that data remains on the client side, with no sensitive information like passwords or credit card details being stored on external servers [15][40]. - The company advocates for a zero-retention policy, allowing users to control their data and delete any information they do not wish to retain [40][41]. - This approach contrasts with other AI services that may store user data on their servers, highlighting a commitment to user security and privacy [15][40]. Group 5: Future Vision and AI's Societal Impact - The long-term vision for Comet includes the potential for AI to filter out low-quality content and enhance the browsing experience by providing valuable insights and summaries [22][23]. - The company acknowledges the societal implications of AI, particularly the potential for job displacement, while also emphasizing the need for individuals to adapt and leverage AI to remain competitive in the workforce [43][44]. - Perplexity AI aims to empower users by providing tools that enhance productivity and free up time for personal pursuits, thereby redefining the relationship between humans and technology [43][44].

Core Insights - OpenAI has officially launched its ChatGPT Agent, marking a significant moment in the evolution of general-purpose AI agents, integrating deep research and execution tools, although it still faces challenges such as slow speed and lack of personalization [1][4][36] - The architecture of ChatGPT Agent is fundamentally a combination of a browser and a sandbox virtual machine, which contrasts with other agents like Manus and Genspark, highlighting different technical paths and capabilities [1][4][12] Architecture Comparison - The main types of AI agents currently available include browser-based agents, sandbox agents, and workflow-integrated agents, each with distinct advantages and limitations [12][26] - OpenAI's browser-based product is noted for its strong capabilities, achieving over 50% on the Browsing Camp benchmark, while competitors like Perplexity and Genspark have lower scores [4][6] - Browser-based agents are versatile but slow, while sandbox agents can execute tasks efficiently but often lack internet access [14][17] User Experience and Performance - User experience varies significantly among agents like Pokee, Genspark, Manus, and OpenAI's ChatGPT Agent, with Pokee being the fastest, potentially 4-10 times quicker than its competitors [36][40] - Manus and ChatGPT Agent share a common drawback of slow performance due to their reliance on browser navigation, with tasks taking upwards of 30 minutes [28][31] - Genspark has shifted towards a template-based approach, which may limit its general-purpose capabilities but improves speed and efficiency [34][33] Market Dynamics and Future Trends - The rise of AI agents is expected to transform internet traffic distribution, potentially reducing reliance on traditional web browsing and search engines [52][56] - Companies are increasingly motivated to open API interfaces to facilitate the integration of AI agents, which could lead to a decline in direct web traffic to traditional sites [52][58] - The advertising landscape is anticipated to evolve, with agents potentially compensating content creators directly, altering the traditional revenue models [64][66]

行 业 新 闻 2、中国人民银行召开2025年下半年工作会议要求，稳慎扎实推进人民币国际化。加快拓展贸易项下人民币使用。进一步提升人民币 融资货币功能，优化本外币一体化资金池和境内企业境外上市管理政策。发展人民币离岸市场，推动形成稳定的、期限齐全的流动性 供给渠道。加强对清算行的政策支持和履职管理，加快完善人民币清算行布局。 3、受潘功胜行长委托，中国人民银行副行长宣昌能会见来访的美中贸易全国委员会董事会代表团。双方就中美经贸关系、中国宏观 经济政策、金融业开放等议题进行深入沟通。 4、财政部、税务总局公告，自2025年8月8日起，对在该日期之后（含当日）新发行的国债、地方政府债券、金融债券的利息收 入，恢复征收增值税。对在该日期之前已发行的国债、地方政府债券、金融债券(包含在2025年8月8日之后续发行的部分）的利息收 入，继续免征增值税直至债券到期。 5、根据广东省疾控局的消息，从7月20日零时至26日24时，一周时间，全省新增基孔肯雅热本地病例2940例。为尽快阻断疾病传 播，上周，广东全省开展了为期一周的集中灭蚊行动。 6、8月2日，国家卫生健康委副主任、国家疾控局局长沈洪兵带队来佛山指导基孔肯雅热疫 ...

Investment Rating - The industry investment rating is "Accumulate," indicating that the growth level of the industry is expected to be higher than that of the CSI 300 index over the next six months [3][27]. Core Insights - The national-level promotion of the "Artificial Intelligence +" strategy is accelerating, with the domestic general model GLM-4.5 speeding up its open-source commercialization. The State Council's meeting on July 31 approved the "Opinions on Deepening the Implementation of the 'Artificial Intelligence +' Action," emphasizing the large-scale and commercial application of AI across various sectors [2][18]. - The release of GLM-4.5 marks a significant leap in the capabilities of domestic large models, achieving leading performance in reasoning, coding, and agent interaction. Its architecture features 355 billion total parameters and 32 billion active parameters, ranking among the top three in international evaluations [19][20]. - The report anticipates that the second half of 2025 will be the "year of AI application landing," with general-purpose intelligent tools maturing and high-frequency usage scenarios emerging in enterprise AI assistants, automated workflows, and intelligent content generation [22]. Summary by Sections Market Review - The social service sector index experienced a weekly change of +0.10%, ranking 5th among 31 first-level industries in the Shenwan classification. The performance of sub-industries varied, with education and tourism sectors showing positive growth [5][7]. Core Insights - The report highlights two main investment lines: 1) Large model development and AI agent capability providers such as Kunlun Wanwei and iFLYTEK; 2) AI application scenarios such as Focus Technology, Aofei Entertainment, and others [6][22]. Industry News Dynamics - Various initiatives are being launched to enhance the AI ecosystem, including the "AI Industry Accelerator Plan" in Zhejiang to support the digital transformation of small and medium-sized enterprises [23].

Core Insights - OpenAI's CEO Sam Altman expressed fear regarding the upcoming release of GPT-5, indicating its potential impact on the industry and society [1][4][10] - GPT-5 is expected to launch in early August 2023, with significant advancements in capabilities compared to its predecessor [5][12] - The development of GPT-5 is likened to the Manhattan Project, highlighting its transformative potential [4][10] Development and Features - OpenAI has completed the core architecture and capabilities of GPT-5, which will include API access and lightweight model versions for developers [5][12] - Internal testing of GPT-5 has shown impressive results, with capabilities to perform complex tasks and even develop simple games [5][9] - GPT-5 is anticipated to integrate multiple technologies, simplifying and unifying its product line while enhancing reasoning and problem-solving abilities [9][10] Market Impact - The release of GPT-5 is expected to stimulate demand for chips and cloud computing resources, leading to increased capital investment in these areas [12][13] - Major cloud providers like NVIDIA, AWS, Google, and Microsoft are preparing for the increased performance demands associated with GPT-5 [13] - The capabilities of GPT-5 will likely lead to a reshaping of enterprise software and SaaS services, embedding AI functionalities into existing products [12][14] Industry Applications - GPT-5's advancements are projected to disrupt various sectors, including education, marketing, finance, and healthcare, by enabling more intelligent applications [14][15] - The model's multi-modal capabilities will enhance productivity in areas such as call centers and medical diagnostics [14][15] - Industries with high willingness to pay and strong data foundations are expected to benefit the most from GPT-5's deployment [15]

以下文章来源于乌鸦智能说 ，作者智能乌鸦 入榜的企业也不乏耳熟能详的名字：从面向开发者的编程助手 Cursor，到服务 Fortune 500 企业法务团 队的 Harvey；从自动化销售线索拓展的 Clay，到嵌入邮箱的个人 AI 助理 Fyxer——这些公司不仅代表 了 AI Agent 商业化最前沿的探索方向，也在各自垂直场景中跑出了明确的变现路径。 透过这份榜单，我们能看到两个清晰的趋势： 第一，AI Agent 正在从工具走向"数字员工"。它们不再只是一个回答问题的助手，而是能自主完成任 务、甚至负责结果的智能个体，开始真正接管销售、法务、客服、编码等核心业务流。 第二，收入正在成为衡量 AI 初创公司竞争力的新门槛。在"讲故事"的时代之后，谁能更快进入收钱的 阶段，谁就有更大的话语权。 以下是 20 家 AI Agent 公司的具体情况。 乌鸦智能说 . 人人都能读懂的AI商业 最近，数据机构CB Insights 发布了一份备受关注的榜单： "全球营收最高的20家 AI Agent 初创公司"。 这份榜单不同于传统依靠融资额或估值的排名，而是直接按企业的真实收入来排序——可以说，它是观 察 AI ...