Core Viewpoint - The company anticipates significant growth in the education market driven by an expanding base of students and the demand for smart classrooms and AI-enabled teaching applications [1] Industry Insights - The number of candidates and enrolled students is expected to continue increasing in the coming years, leading to a release of demand for the construction of new schools and campuses [1] - The penetration rate of smart classrooms is currently below 20%, compared to nearly 70% for multimedia classrooms, indicating substantial room for growth [1] - Supportive policies such as the "Education Strong Nation 2035" initiative and the push for digital education and AI integration are expected to contribute to considerable market expansion [1] Market Opportunities - There is a structural shift in user demand towards smart classrooms and AI-driven educational systems, which will create new opportunities for the industry [1] - The demand for evaluation and assessment services based on new technologies and models is expected to rise, further benefiting the sector [1] - The emergence of AIGC and large models is anticipated to reshape the competitive landscape of the market [1] Company Strategy - The company plans to leverage its advantages in scenario chains, training data, and large model technology to seize market opportunities and enhance its competitiveness within the industry [1]

Core Viewpoint - The company has been deeply engaged in the smart education sector for nearly thirty years, developing a profound understanding of user needs and business logic in vertical scenarios, and has accumulated a vast multimodal training data resource [1] Group 1: Company Developments - The company has completed the filing of one educational large model and seven deep synthesis service algorithms [1] - It applies cutting-edge technologies such as big data, large models, and AIGC to innovate educational products, creating a full-stack product matrix that covers the entire cycle from basic education to vocational training [1] - The company has built a core advantage through continuous deep integration of technology and scenarios, optimizing vertical large models based on privatized educational data resources to precisely meet complex teaching needs [1] Group 2: Product and Service Offerings - The company has formed a comprehensive solution that spans all aspects of talent cultivation [1] - Through technological innovation and integration capabilities, the company combines data, models, and products to effectively empower the improvement of educational quality and transformation of educational models [1]

此外，科技周开幕式还涵盖主旨演讲、国际创新对话、深圳湾园区"十大服务平台"与"十大应用场景"发 布，以及T800机器人、脑机接口产品等多款前沿科技新品展示。 本届大赛由中国国际文化艺术中心、深圳市人工智能行业协会、湾区数字科技产业联盟、深圳市青年科 学家协会、深圳市电子竞技行业协会、香港科技大学深港协同创新研究院、上海华人影业有限公司、春 光里产业资本集团、深圳湾科技发展有限公司、深圳市超维影像科技有限公司联合发起，并获深圳市人 工智能产业办公室、深圳市南山区委宣传部大力支持。 "2026AIGC创新影像大赛"与"超维AI影视内容投资基金"的正式启动成为本届科技周的核心亮点，标志 着"技术探索、创作竞赛、资本赋能、产业落地"的全链路创新模式正式在深圳湾形成闭环。这一"赛事 +基金"的双轮驱动，不仅为AIGC技术与文化创意融合提供了标杆平台，也为粤港澳大湾区在未来数字 内容与智能影像产业的全球竞争中奠定了关键支点。 采写：南都N视频记者 陈紫嫣 通讯员供图 大赛以 "AIGC+文化与视觉融合" 为核心，设置影视短剧、文旅文博、商业广告、IP命题四大赛道，面 向全球征集作品，旨在推动AIGC技术从创作实验走向产业 ...

"AI超级周期启动，智能经济机会无限。" 正当我们讨论 AI浪潮时，一个被忽视的宏大背景正在展开：AI不仅是一个独立的技术赛道，它正站在一个高达10万亿的基础产业之上。这意味着，我们今 天所见的AI趋势，将是下一轮对现有工种和组织形态进行 "彻底改变"的巨大力量。 百度集团执行副总裁、百度智能云事业群总裁沈抖博士在江阴飞马水城带来了《智能，生成无限可能》的分享，从趋势、原理、场景、基建、变革五方面 带领我们透视智能经济的整个面貌，包括 深入浅出的技术解析与 丰富生动 落地实践分享。 此次分享是一份面向未来的生存指南，帮助创业者抓住这波以大模型为核心的技术浪潮，实现企业的高效、变革与增长。 本文仅为部分内容，打开混沌APP，观看完整版课程《智能，生成无限可能》。 AI 的价值会远超互联网 我们正在 AI超级周期的起点，智能经济带来的机会是无限的。 等 AI进一步发展的时候，不但会使得自身的规模变得更大，而且会把整个产业做得更大。所以，尽管今天AI可触达的市场虽然只有200 亿，但它实际上改 造的会是10万亿的市场。——从注册护士、软件开发师到销售、教师，今天的人工智能会彻底地改变每一个工种，包括为其赋能，或者帮 ...

Group 1 - The core viewpoint of the article highlights the performance of various indices related to Hong Kong stocks, with the Consumer Theme Index rising by 0.7% and the Hang Seng Technology Index increasing by 0.5% [1] - The net inflow for the Hang Seng Technology ETF and the Hong Kong Internet ETF in the current month reached 960 million and 450 million respectively, indicating strong investor interest [1] - Analysis suggests that Hong Kong internet companies have a first-mover advantage in AI-native applications and smart hardware integration due to their platform scale, data resources, and cloud computing infrastructure [1] Group 2 - The article notes that as super applications, intelligent agent platforms, and full-link AIGC capabilities mature, the profitability structure of leading internet companies in advertising, cloud services, local life, and e-commerce efficiency is expected to improve [1] - The industry valuation is currently at a historically low level, and the trend of AI investment converting to revenue is becoming clearer, enhancing the long-term allocation value of the sector [1]

Core Insights - The core focus of Lenovo Ventures is on investing in "Agents" as a key investment direction, marking a shift from previous investments in large models and computing power to intelligent agents that can deliver real commercial value [2][3] Investment Opportunities - The company identifies eight platform-level opportunities in the AI landscape, emphasizing the potential for disruptive innovation in various sectors [4][5][6][7][8] - **Content Generation**: AIGC's capabilities are seen as transformative for content creation, with investments in companies like Liblib AI that aim to democratize content generation [4] - **AI Operating Systems (AIOS)**: The belief is that a universal AIOS will emerge, moving away from traditional operating systems [5] - **Coding Platforms**: The potential for coding to evolve beyond mere tools into a foundational platform for the digital world is recognized [6] - **Model-as-Application**: Companies that can deliver foundational models directly to enterprise clients are viewed favorably, with examples like Palantir [6] - **Reconstruction of Relationships**: AI's ability to enhance productivity and reshape production relationships is highlighted, with Aha Lab as a case study [7] - **AI and Hardware Integration**: The emergence of new hardware as a platform for AIOS is anticipated [7] - **Native AI Applications**: The potential for intelligent agents to redefine social interactions is acknowledged [7] - **Infrastructure for Agents**: A new infrastructure tailored for intelligent agents is expected to develop [8] Characteristics of Successful Founders - Lenovo Ventures emphasizes four key traits in successful Agent entrepreneurs: - **Youthfulness**: A youthful mindset is seen as crucial for innovation [9] - **Experience**: Founders with deep industry knowledge are favored [9] - **Originality**: The ability to innovate from scratch is essential [10] - **Resilience**: The capacity to pivot and adapt is important for success [10] Advice for AI Entrepreneurs - Entrepreneurs are advised to develop their agents to exceed existing model capabilities by at least six months to lead in the market [11][12] - The importance of defining new paradigms in the industry is stressed, with examples of companies like Cursor demonstrating the potential for agents to lead foundational model development [12][13] Market Strategy - The trend of targeting global markets from day one is noted, with a focus on the vast opportunities presented by AI innovations [15][16] - The competitive landscape is characterized by the need for startups to engage directly with large companies, leveraging their unique innovations to capture market attention [13][14]

Core Viewpoint - The article discusses the rising global influence of China's cultural "new three samples" (online literature, web dramas, and online games) and their potential for high-quality development in the digital age, emphasizing the unique advantages of Chinese creators in storytelling and cultural representation [1][2]. Group 1: Cultural "New Three Samples" Overview - The cultural "new three samples" have gained significant traction overseas, with online literature generating an estimated revenue of 4.815 billion yuan in 2024, micro-short dramas achieving nearly 55 million downloads, and self-developed games earning over $18.5 billion in overseas sales [2]. - Popular titles like "Black Myth: Wukong" and dramas such as "Sifeng" and "Changyue Jinming" have topped sales charts in multiple countries, showcasing the global appeal of Chinese narratives [2]. Group 2: Unique Advantages of Chinese Creators - Chinese creators leverage traditional cultural elements to enhance their storytelling, drawing inspiration from classic literature and historical texts [2]. - The integration of traditional culture into online games, such as the martial arts game "Naraka: Bladepoint," highlights the global interest in Chinese cultural themes [2]. Group 3: Technological Role in Cultural Dissemination - Technological advancements, particularly in AIGC (Artificial Intelligence Generated Content), are reshaping the production and distribution of cultural content, with projections indicating a significant increase in animated micro-short dramas by 2025 [4][5]. - Companies are utilizing AI to streamline content creation processes, enhancing efficiency and allowing creators to focus on emotional expression and artistic innovation [5]. Group 4: Quality as a Key to Success - The consensus among industry experts is that high-quality content is essential for successful overseas dissemination, with premium works achieving spontaneous recognition even without translation [6][7]. - The characteristics of quality content include engaging narratives and emotional resonance, which are universally understood [3][7]. Group 5: Industry Ecosystem and Support - The micro-short drama industry is transitioning towards quality enhancement, with leading platforms implementing stricter review standards and support measures to foster a sustainable environment [8]. - Initiatives like the establishment of the "Cultural 'New Three Samples' Innovation Cooperation and International Exchange Center" aim to strengthen the industry ecosystem and promote international collaboration [9].

Core Insights - Pan Xin, former head of visual model AI platform at ByteDance, has joined Meituan to lead multimodal AI innovation [1] - Meituan's strategic focus for 2025 is on the competition in food delivery and advancements in AI technology [1] - The company aims for an aggressive approach in AI technology rather than a defensive one, as stated by founder Wang Xing [1] Group 1: Personnel Changes - Pan Xin has a strong background in AI, having previously worked at Google DeepMind, Baidu, Tencent, and ByteDance [1] - His roles included leading the optimization of PaddlePaddle at Baidu and overseeing AIGC and visual model AI platforms at Tencent and ByteDance [1] Group 2: AI Development - At Meituan, Pan Xin is responsible for the development of applications related to multimodal AI, including the LongCat App [1] - The LongCat AI model's progress was first disclosed by Wang Xing during a conference call in Q1 2025 [1]

Core Viewpoint - Jiangbolong plans to raise 3.7 billion yuan through a private placement to actively invest in high-end AI storage, storage controller chips, and advanced packaging and testing [1] Group 1: Fundraising and Investment Plans - The company intends to use 880 million yuan of the raised funds to develop storage products targeting the AI sector, including enterprise-level SSDs and high-end consumer SSDs [1] - The company is expanding its enterprise storage business by leveraging self-developed technology and actively participating in major client technology and new product bidding [1] Group 2: Market Growth and Opportunities - The global AIGC wave and the "Digital China" top-level planning are providing new growth momentum for the storage market [1] - As a leading independent memory manufacturer in China, the company is advancing its domestic and international dual-wheel layout in the storage industry, indicating significant growth potential [1] Group 3: Financial Projections - The company's projected net profit attributable to shareholders for 2025, 2026, and 2027 is expected to be 1.16 billion, 1.85 billion, and 2.32 billion yuan, respectively [1] - Corresponding price-to-earnings ratios for 2025, 2026, and 2027 are forecasted to be 99, 62, and 49 times, respectively, maintaining a "buy" rating [1]

Core Insights - The "post-00s" demographic in mobile internet has reached 179 million monthly active users, accounting for 14% of the total online user base, with a year-on-year growth of 10.1% [1][7] User Engagement and Behavior - The average monthly usage time for "post-00s" users is 217.6 hours, and the average number of uses is 3296.7 times, both significantly higher than the overall user average by 18.7% and 24.0% respectively [9][12] - "Post-00s" users show a strong preference for mobile video, social interaction, and gaming, with mobile video usage time accounting for 37.1% of their total usage, reflecting a 1.3 percentage point increase year-on-year [14][18] Application Preferences - In the AIGC sector, the monthly active user numbers for Doubao, DeepSeek, and Tencent Yuanbao are 42.72 million, 26.97 million, and 6.785 million respectively, indicating a strong engagement with these platforms [23][24] - The gaming preferences of "post-00s" users are concentrated in MOBA, strategy, and shooting games, with popular titles like "Honor of Kings" and "Happy Elimination" leading in user numbers [27][26] Consumption Patterns - "Post-00s" exhibit stable online consumption willingness and capability, with over 90% showing medium to high consumption intent, and nearly 80% of users having a spending capacity between 1000-2999 yuan [20][22] - The e-commerce landscape is dominated by major platforms like Taobao, JD, and Pinduoduo, each with over 100 million monthly active users from the "post-00s" demographic, reflecting a double-digit growth trend [33] Urbanization and Demographics - High urbanization rates among "post-00s" are evident, with significant concentrations in first-tier and new first-tier cities, driven by advantages in education, employment, and digital infrastructure [16] Social and Emotional Consumption - "Post-00s" display a dual-track emotional consumption pattern, seeking both personal fulfillment and social capital accumulation, which shapes their overall value satisfaction [39][41] - The interest in live events and high-interaction entertainment activities is notable, with a significant proportion of "post-00s" engaging in esports and offline performances [44]