Group 1: Industry Overview - The domestic AI industry is experiencing a historic development opportunity amid escalating global trade tensions, with AI technology being a key driver for breaking technology barriers and enhancing self-sufficiency [1] - The evolution of large model capabilities is expected to significantly broaden AI application scenarios, shifting market focus from infrastructure to application value [1] - The necessity of establishing a foundational platform for intelligent agents is emphasized to achieve real-time understanding of user needs and efficient data analysis [1] Group 2: Company Focus - Saiyi Information (300687) is accelerating the integration of AI technology with vertical industries, exemplifying the trend of deep fusion between AI capabilities and specific business scenarios [2] - The company has developed an "AI + PCB manufacturing solution" leveraging its extensive experience in digital smart factory construction and Huawei's Ascend AI computing power [2] - Saiyi Information has initiated the "AI + supply chain" era, utilizing a dual-engine approach of "low-code + large model" to enhance supply chain intelligence through various technological steps [2] Group 3: Solutions and Impact - Saiyi Information has launched four intelligent agent scenario solutions focusing on order, planning, procurement, and logistics, addressing inefficiencies and enhancing supply chain transparency and resource scheduling [3] - The intelligentization of supply chains is becoming a critical competitive metric for enterprises, with Saiyi Information aiming to reconstruct supply chain value chains to achieve improvements in customer experience, cost efficiency, and risk control [3] - The demand for AI toolchains in the manufacturing sector is on the rise, marking a golden development period for AI application deployment in manufacturing software [3]

课程内容涵盖了 从智能体的基础概念到实际应用场景 的多个方面，包括但不限于： 基于知识库搭建 AI客服智能体 在近日， 未 可知人工智 能研究院与三节课携手合作 ，成功举办了主题为" 定制你的智能体 "的AI课程。 本次课程由未可知人工智能研究院资深讲师Jeffrey老师授课，吸引了众多对AI技术感兴趣的 学习者参与， 共同探索如何利用AI技术定制专属智能体，提升工作效率和业务能力。 课程亮点：深度解析智能体定制与应用 Jeffrey老师凭借其在人工智能领域的深厚背景和丰富经验，为学员们带来了一场精彩的知识 盛宴。 Jeffrey老师首先介绍了 如何基于知识库搭建AI客服智能体 。 他以三节课的会员权益为例，展示了如何通过知识库让智能体更好地理解用户需求并提供精准 服务。学员们了解到，通过准备详细的业务知识库，智能体可以实现与用户的高效互动，提升 用户体验和服务质量。 飞书多维表格批量分析运营周报 课程中， Jeffrey老师还分享了 如何利用飞书多维表格和AI工具批量分析运营周报。 他通过实际数据，展示了如何快速生成流量数据、转化率数据、销售数据等关键指标的分析报 告。 学员们学会了如何利用 AI工具提高数 ...

与此同时，大会将聚焦以下十二大专题，全面呈现当前最具突破性与实践价值的 AI 研究与 应用成果：大语言模型技术演进、大模型应用开发实践、大模型驱动的软件开发变革、多模 态大模型前沿、GenAI 产品创新与探索、AI Infra 大模型基础设施、大模型工程与架构、 具身智能与智能硬件、算力基建与性能优化、DeepSeek 技术解析与行业实践、AI 智能 体、大模型 + 行业落地实践。无论你是科研学者、技术专家，还是行业从业者，都将在这 里收获前沿洞见和实践经验，共同推动 AI 时代的技术变革与应用落地。 官网：https://ml-summit.org/ 2025 全球机器学习技术大会·上海站全日程正式发布，邀您一同见证 AI 的真实进化轨迹， 抢先布局智能时代的新增长引擎。 最新最全的日程来了 AI Agent 将成为各行各业的"虚拟同事"。 OpenAI CEO Sam Altman 直言，强大智能的 Agent 使用成本正以指数级下降，快速融入各类工作场景。AI 正在从"工具"走向"搭档"， 正式从信息助手跃升为任务执行者，开始重塑"人-机"关系。计算力演进、强化学习落地、 Agent 架构普及、多模态技 ...

Core Insights - The music industry is experiencing a transformative phase with the integration of AI, but the transition from "fun" to "beautiful" music creation is still ongoing [1][18] - Migu Music is leveraging its extensive copyright resources and innovative AI tools to enhance user engagement and create unique offerings like AI video ringtones [4][5][31] Group 1: AI Music Development - The current state of AI music is described as "fun" but not yet "beautiful," indicating that further integration of art and technology is needed [1][18] - A high-quality AI song still requires significant human input, as demonstrated by the creation of the AI theme song for the T-EDGE conference, which involved generating over 60 versions before finalizing [2][3] - The rapid evolution of AI models creates a sense of urgency for companies to adapt or risk being left behind [6][12] Group 2: Migu Music's Strategy - Migu Music has transitioned from a traditional ringtone service to a comprehensive music platform, maintaining its core ringtone functionality while expanding into AI-driven services [4][5] - The company has achieved significant user engagement, with 80 million monthly active users for video ringtones within a year of transforming the service into a media-oriented business [5] - Migu Music's AI video ringtone service focuses on 15-second videos, balancing user engagement and content generation efficiency [6][26] Group 3: Market Position and Competition - The music industry is currently dominated by Tencent Music and NetEase Cloud Music, creating a competitive environment where Migu Music seeks differentiation through innovative offerings [3] - Migu Music's video ringtone service is positioned as a unique value proposition, especially in the context of stable voice call usage despite the rise of messaging apps [7][25] - The company is exploring commercial opportunities within its video ringtone service, including potential advertising and promotional content for businesses [30][32] Group 4: Future Outlook - Migu Music anticipates that the AI video ringtone service will become a major growth driver, as user creativity and engagement are expected to increase with better tools and features [31][32] - The company is committed to refining its products and expanding its market reach, leveraging its operator resources for growth [33][34] - The integration of AI in music creation is seen as a pathway to democratize music production, with plans to incentivize AI creators through revenue-sharing models [21][24]

新智元报道 编辑：Aeneas 【新智元导读】我国科研团队在这篇论文中，提出了一个崭新观点：智能体不但是AI领域的核 心，更可能是构成宇宙的基本单元，或许还将引发21世纪科学范式的重大变革！ 在人类探索宇宙奥秘的漫长旅程中，每一次重大的科学范式转变都源于对基本问题的全新认 识。如今，一个探索性的科学理论正在挑战我们对宇宙本质的传统理解。 刘锋、吕本富和刘颖研究团队在其开创性论文《Agent: A New Paradigm for Fundamental Units of the Universe》中提出一个崭新的观点：智能体不仅是人工智能领域的核心概念， 更可能是构成宇宙的基本单元。 论文地址：https://www.preprints.org/manuscript/202503.1457/v1 这项人工智能领域的前沿理论研究通过为智能体建立标准的统一功能结构，大胆论证了「宇 宙是不断演化的智能体，而宇宙中的万物皆可视为智能体的不同表现形式」。 这种将智能体视为宇宙基本构成单位的全新视角，不仅打破了物理学与智能科学之间的传统 界限，还为21世纪科学范式带来了突破性变革。并为解决长期困扰物理学和科技哲学的诸多 ...

现在，制作一条这样的ins做饭视频，你猜需要几个步骤？ 鱼羊 一水 发自 凹非寺 量子位 | 公众号 QbitAI 刚刚，又一个中国血统智能体，让歪果仁大呼"疯狂"。 于是乎，歪果友人的反应be like： 新的最佳Agent来了！再次来自中国。 比赛完全没有放缓的迹象。 细究起来，Genspark倒并非新面孔，其背后公司，是 前百度高管、小度之父景鲲的创业公司MainFunc 。 去年 （2024年） 6月，MainFunc官宣成立即推出首款产品Genspark。不过当时，他们剑指的还是AI搜索，并凭此在种子轮融了6000万美 元 （约合4.35亿人民币） ，投后估值突破18亿人民币。 答案是，告诉Agent"帮我制作一条如何制作金桔开心果脆皮鳕鱼的视频"，然后就可以坐等结果了。 全程无需自己动手打开任何一个视频编辑软件，零帧起号不是梦（doge）。 这个智能体名叫 Genspark超级智能体 ，刚一推出，就在智能体基准测试GAIA上击败了Manus和OpenAI Deep Research。 关键是，它不要邀请码， 免！费！就能玩 ！ 如此看来，此番超级智能体新亮相，还意味着景鲲团队的彻底掉头转向。 "适 ...

Group 1 - The core viewpoint is that Everbright Bank is actively deploying its technology finance organizational system, establishing a financial technology leadership group at the headquarters and selecting 16 key branches focused on technology finance in strategic regions such as Beijing-Tianjin-Hebei, Guangdong-Hong Kong-Macao, and the Yangtze River Delta [1] - Everbright Bank's technology and green loan growth exceeded 40% last year, with technology enterprise loan balance reaching 379.5 billion yuan, a year-on-year increase of 42.1%, and green loan balance at 442.4 billion yuan, up 41.0% from the previous year [1] - The bank plans to increase credit support in technology, green, inclusive, manufacturing, private, and agricultural sectors, with this year's credit increment expected to account for over 70% of the total planned increase in corporate credit [1] Group 2 - The bank aims to enhance its financial supply by integrating services across the entire lifecycle of key technology enterprises, including equity, loans, bonds, and private investments [2] - Everbright Bank has established a modeler team to accelerate the construction and application of large models, implementing a comprehensive talent training mechanism with five levels of modeler expertise [3] - The bank has launched a self-developed model management platform for unified management and deployment of models, significantly improving operational efficiency [3]

打造上海创新应用中心的高地。 AutoGLM背后是GLM大语言模型、多模态理解模型、Agent、语音模型等多个模态的模型。未来， AutoGLM和GLM全系列模型将在"模力社区-智谱大模型MaaS平台"上面向模力社区开放。 本文为IPO早知道原创 作者｜Stone Jin 微信公众号｜ipozaozhidao 据IPO早知道消息，上海张江（集团）有限公司（以下简称"张江集团"）与北京智谱华章科技有限公 司（以下简称"智谱"）于2025年3月14日正式签署战略合作，双方联合发布"模力社区-智谱大模型 MaaS平台"。 这里不妨补充一点， 作为浦东新区重点打造的垂类模型生态集聚区，模力社区自2024年8月30日开 业以来，已集聚大模型上下游生态企业近50家，重点涵盖了具身智能、科学智能、应用智能等多个 领域，形成了较为完整的产业生态 。智谱的正式落地，标志着模力社区产业能级实现跨越式提升。 下一步，依托智谱国产大模型基座和领先的智能体（AI Agent）技术，模力社区企业可以在"模力社 区-智谱大模型MaaS平台"上更高效、更低成本地调用GLM全栈能力，构筑丰富强大的智能体应 用。链接技术创新与市场需求，发挥GL ...

Investment Rating - The report maintains an "Outperform" rating for the telecommunications industry, indicating an expected performance exceeding the benchmark index by more than 10% [1][38]. Core Insights - The launch of the AI agent platform Manus signifies a maturation of intelligent agent capabilities, with significant market interest and a rapid increase in computational token consumption [4][11]. - Manus is designed to integrate various capabilities, including planning, tool usage, and memory, which are essential for executing complex tasks and will lead to a substantial increase in computational demand [4][12]. - The report emphasizes that the domestic computational power sector is currently the largest investment theme, with recommendations to focus on companies benefiting from capital expenditures by CSPs and operators [5][13]. Summary by Sections Industry Investment Rating - The telecommunications industry is rated as "Outperform" with expectations of exceeding the benchmark index by over 10% [1][38]. Market Performance - The overall market saw an increase during the week of March 3 to March 9, 2025, with the Shenwan Communications Index rising by 2.81% and the STAR Market Index increasing by 2.67% [6][14]. Key Developments - The Manus AI platform has been released, showcasing advanced capabilities in handling various tasks, which has garnered significant attention in the market [4][11]. - The report highlights that the introduction of Manus will lead to a dramatic increase in the consumption of computational tokens, with a single task running cost estimated at approximately $2, significantly lower than previous models [4][12]. Investment Recommendations - The report suggests focusing on domestic computational power, particularly in sectors such as servers, switches, optical modules, and IDC infrastructure, which are expected to benefit from increased capital expenditures [5][13]. - It also recommends monitoring overseas computational sectors for innovations in NV technology and ASIC capital expenditures, especially with upcoming events like GTC2025 [5][14]. - Attention is drawn to edge AI applications, particularly in IoT modules and edge computing, as they align with privacy compliance requirements [5][14]. Notable Companies to Watch - Domestic computational power: Unisplendour, Ruijie Networks, Guangxun Technology, Huagong Technology, Guanghuan New Network, Aofei Data, Chaoxun Communication, Langwei Co [5][15]. - Overseas computational power: NewEase, Tianfu Communication, Zhongji Xuchuang, Taicheng Light, Guangku Technology, Dingtong Technology, Wolong Nuclear Materials [5][15]. - Edge AI: Guanghetong, Yiyuan Communication, Meige Intelligent, Yuntian Leifeng, Yinghantong, Tianzhun Technology, Heertai, Tuobang Co [5][15].

Macro Dynamics - In February, domestic retail sales of new energy passenger vehicles reached 686,000 units, a year-on-year increase of 79.7% [1] - The overall retail sales of passenger vehicles in February amounted to 1.386 million units, reflecting a year-on-year growth of 26% [1] AI Industry Developments - Wuhan's 2025 AI Industry Development Action Plan emphasizes the transition from large models to intelligent agents, with support from industrial policies [2] - The plan includes the establishment of a service team to coordinate data and computing resources for AI companies, aiming to develop intelligent products across various sectors [2] Financial Market Insights - The first two phases of savings bonds were issued with a total maximum issuance of 30 billion yuan, attracting high investor interest, leading to some bank branches selling out quickly [7] - On March 10, A-shares experienced slight adjustments with total trading volume shrinking by over 300 billion yuan, while the market saw mixed performance across sectors [8] - As of March 7, the total margin balance in the two markets decreased by 9.487 billion yuan [9] - The Hang Seng Index fell by 1.85%, with southbound funds recording a net purchase exceeding 29 billion HKD, marking a historical high [10] Commodity Market Trends - On March 10, domestic commodity futures closed with mixed results, with major contracts like soybean meal reaching the daily limit [11] Company News - Midea Group has implemented a policy to encourage employees to leave work by 18:20, aiming to reduce overtime and promote a healthier work culture [13] - Haier Group denied rumors of enforcing mandatory double weekends for employees, clarifying that no such notice was issued [15] - Hu Yuhua, the president of Goodix Technology, resigned for personal reasons, with the chairman temporarily taking over the role [16] - A 00s streamer utilized DeepSeek to generate sales of 330 million yuan in a single day, showcasing the tool's effectiveness in enhancing work efficiency [17]