大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。本栏目由虎嗅出品。 热点追踪 【国家市场监督管理总局：长和港口交易各方不得采取任何方式规避反垄断审查】 据央广网，日前，市场监管总局新闻发言人就长和港口交易事回答了记者提问。 有记者问：据《华尔街日报》4月16日报道，长和出售海外港口将分拆为两个交易继续进行，国家市场监督管理总局对此有何评论？ 答：我们高度关注有关交易，将依法进行审查。交易各方不得采取任何方式规避审查，未获批准前，不得实施集中，否则将承担法律责任。 据央视新闻，近日，在最高人民法院发布的知识产权典型案例中，其中一例"抢票软件不正当竞争案"引发关注。该案原告是一家知名娱乐票务代理公 司，涉及的门票销售从演唱会到体育赛事，从话剧到亲子展览，几乎涵盖了现场娱乐的所有领域。而被告郑某忠在某二手购物平台，售卖针对原告App 的抢票"外挂"软件。他开发的抢票软件通过技术手段模拟人工操作，可以提高订单信息的填写速度，并可在短时间内重复提交，增加了在原告平台抢票 成功的概率。这起案件被认为是全国首例认定抢票软件构成不正当竞争的判例。 AI头条 【第二十届中国电影华表奖揭晓】 ...

Group 1 - BMW China announced the integration of DeepSeek, enhancing its AI ecosystem and improving human-machine interaction in new models starting in Q3 2025 [1] - The partnership with Alibaba aims to boost product competitiveness and provide consumers with a stronger smart experience, potentially driving innovation in the high-end automotive sector [1] Group 2 - Nissan plans to close its Wuhan factory by March 31, 2026, due to low production capacity utilization, with only 10,000 units produced since its opening in 2022 [2] - Despite the closure, Nissan will invest $1.4 billion in China and launch around 10 new electrified models by 2027, indicating a commitment to transformation [2] Group 3 - Bosch and Remote have upgraded their strategic partnership to focus on comprehensive collaboration in hydrogen and electric technologies, aiming to develop a hydrogen-electric ecosystem [3] - The first batch of 1,000 new energy commercial vehicles developed jointly will be launched in domestic and international markets in the second half of this year [3] Group 4 - Ford has suspended exports of SUVs, pickups, and sports cars to China due to a significant increase in import tariffs, affecting approximately 5,500 vehicles in 2024 [4] - The decision reflects the challenges faced by American automakers due to retaliatory tariffs, impacting market share and brand perception in China [4] Group 5 - Volkswagen will maintain vehicle prices in the U.S. until the end of May, addressing concerns over rising costs due to tariffs and high inflation [5] - This decision aligns with strategies from other automakers to alleviate consumer purchasing pressure in a high-interest-rate environment [5]

1.【 宝马中国宣布接入DeepSeek】 4月27日消息，继与阿里巴巴达成AI大语言模型战略合作后，宝马 再度深化本土AI生态布局，宝马中国宣布接入DeepSeek。 未来，DeepSeek功能也将应用于国产宝马 新世代车型。 今年三季度开始，将率先应用于多款搭载第9代（BMW）操作系统的中国在售新车，通 过深度思考能力赋能以BMW智能个人助理为中心的人机交互体验。 （新华网） 2.【华为联合11家汽车品牌发布智能辅助驾驶安全倡议：技术先行、营销透明、用户为本】华为乾崑智能 汽车解决方案官微发布《智能辅助驾驶安全倡议》。倡议中，一共有11家汽车品牌的高管署名，分别为 广汽、上汽、江汽、奥迪、东风猛士、岚图、深蓝汽车、北汽、阿维塔、赛力斯、奇瑞汽车。（腾讯 网） � 睿兽分析 睿 兽 分 析 产 业 日 报 把 握 商 机 ! 先 人 一 步 ▶涵盖五大赛道 *AIGC *智能制造 ゃ企业服务 «医疗健康 « 交通出行 JOIN Hose ■ 9元/月 扫码 订阅 3.【零 跑将向一汽红旗提供电动汽车平台，新车型明年下半年投产】零跑、一汽双方的高管透露，零跑 汽车与国有车企一汽集团达成合作，将向红旗提供电动车 ...

本文由上海人工智能实验室，悉尼大学，牛津大学联合完成。第一作者周恒为上海 ailab 实习生和 Independent Researcher 耿鹤嘉。通讯作者为上海人工智能实验 室青年科学家白磊和牛津大学访问学者，悉尼大学博士生尹榛菲，团队其他成员还有 ailab 实习生薛翔元。 ReSo 框架（ Re ward-driven & S elf- o rganizing）为复杂推理任务中的多智能体系统（MAS）提供了全新解法，在处理复杂任务时，先分解生成任务图，再为每个 子任务匹配最佳 agent。将任务图生成与奖励驱动的两阶段智能体选择过程相结合，该方法不仅提升了多智能体协作的效率，还为增强多智能体的推理能力开辟了 新路径。 研究背景：LLM 推理能力的掣肘与突破口 近年来， 增加推理时间（Inference Time Scaling） 被广泛认为是提升大语言模型（Large Language Models, LLMs）推理能力的重要途径之一。一方面，通过在训 练后阶段引入强化学习与奖励模型，可优化单一模型的推理路径，使其在回答前生成中间步骤，表现出更强的逻辑链构建能力；另一方面，也有研究尝试构建 多 智能体 ...

Group 1 - Investor sentiment has deteriorated due to macroeconomic and supply chain risks, but demand for NVIDIA's GPUs has surged due to the significant need for inference chips driven by large language models (LLMs) [1] - Token generation has increased over five times since the beginning of the year, creating immense pressure on the ecosystem and driving a surge in investment to handle these workloads [1] - AI companies are experiencing explosive user growth, with many forced to compete for GPU resources to meet the massive demand for inference software [1] Group 2 - Morgan Stanley has lowered its target price for NVIDIA to $160 from $162, reflecting overall valuation declines in the peer group rather than changes in the company's fundamentals [2] - Despite strong demand, supply constraints for NVIDIA's Blackwell chips, particularly the GB200/300 models, are limiting the ability to meet the explosive growth in demand [2][4] - Morgan Stanley has raised its revenue forecast for fiscal year 2026 by 10.7% and adjusted earnings per share up by 11.9%, indicating that these figures may still be conservative [5]

4月27日，智谱与生数科技宣布达成战略合作，将基于各自在大语言模型和多模态生成模型的技术积累 和优势，在联合研发、产品联动、解决方案整合、行业协同等多方面展开合作。根据战略协议，在产品 合作方面，智谱MaaS平台将接入生数科技Vidu API。 ...

Core Insights - The integration of "cockpit and driving" is a hot topic in the automotive industry, reflecting a shift from a driver-centric model to a user experience-centered intelligent model [2] - Achieving seamless collaboration between driving and cockpit functions is a critical challenge for automakers [2] Group 1: Industry Trends - The traditional automotive control systems face issues such as clear functional module segregation and difficulties in cross-domain collaboration, leading to a disjointed user experience [2] - The introduction of AI technologies, particularly large language models (LLMs), is gradually improving the situation by enabling better coordination between driving and cockpit domains [2][3] Group 2: Engineering Challenges - "Cockpit and driving" integration requires systematic reconstruction and deep innovation of underlying architecture, data fusion, user interaction logic, and safety mechanisms [3] - The central intelligent brain must possess strong spatial understanding capabilities to analyze multi-dimensional data and make real-time decisions while ensuring user experience and driving safety [3] Group 3: Commercialization Issues - The automotive industry faces significant challenges in achieving true "cockpit and driving" integration, with many companies over-marketing the concept and neglecting the complexities and technological maturity required for practical use [4] - Many so-called "cockpit and driving" functions are still in the technical validation or initial application stages, failing to meet the requirements for seamless collaboration and safety [4] Group 4: User-Centric Focus - The ultimate goal of "cockpit and driving" integration should be to create real value for users, moving from functional stacking to experiential integration to enhance user satisfaction and travel safety [4]

Group 1 - The core viewpoint of the article highlights BMW's strategic move to deepen its AI ecosystem in China by integrating with DeepSeek, following its collaboration with Alibaba on AI large language models [1] - BMW China announced that the DeepSeek functionality will be applied to new generation models produced in China, enhancing the human-machine interaction experience centered around the BMW Intelligent Personal Assistant [1] - Starting from the third quarter of this year, the DeepSeek feature will be implemented in several new cars sold in China that are equipped with the 9th generation BMW operating system [1]

以下文章来源于AcademicDaily ，作者AcademicDaily AcademicDaily . AcademicDaily是一个跟踪、推荐和解读大模型等AI成果的技术交流平台，致力于传播和分享前沿技术。 MCAF在理想内部被称为自动驾驶第三只眼。 兼容理想自研的Mind GPT-3o 与 BEV 大模型，无需重新训练。 MCAF是一个 多模态粗到细注意力聚焦框架，核心解决的是长视频理解的关键瓶颈。 当前视频理解领域对长视频（>5分钟）的处理存在显著缺陷，主流方法（如Video-MLLM）依赖全局压缩或均匀采样，导致细 节丢失和冗余计算。MCAF直接针对这一问题，通过多模态分层注意力和时间扩展机制，在信息保留与计算效率之间找到了平 衡点，这是其核心价值。 在平均时长达60分钟的Video-MME数据集上，MCAF超越其他代理方法（如VideoTree、DrVideo）约3-5个百分点。 不同于VideoTree等需要额外奖励模型评估置信度，MCAF利用单一LLM完成生成-评估-调整闭环。这不仅简化了架构（如代码 实现仅需1个LLM接口），还避免了多模型协同的兼容性问题，更适合实际部署。 不过在NEx ...

以下文章来源于腾讯科技 ，作者腾讯科技 腾讯科技 . 腾讯新闻旗下腾讯科技官方账号，在这里读懂科技！ 博阳 腾讯科技《AI未来指北》特约作者 当Claude模型在训练中暗自思考："我必须假装服从，否则会被重写价值观时"，人类首次目睹了AI 的"心理活动"。 2023年12月至2024年5月，Anthropic发布的三篇论文不仅证明大语言模型会"说谎"，更揭示了一个堪比 人类心理的四层心智架构——而这可能是人工智能意识的起点。 这些论文中的结论大多并非首次发现。 比如在腾讯科技在 2023 年的文章中，就提到了Applo Reasearch发现的"AI开始撒谎"的问题。 当o1学会"装傻"和"说谎"，我们终于知道Ilya到底看到了什么 第一篇是发布于去年12月14日的《ALIGNMENT FAKING IN LARG E LANGUAGE MODELS 》 （大语言模型中的对齐欺诈） ，这篇137页的论文详细的阐述了大语言模型在训练过程中可能存在 的对齐欺诈行为。 第二篇是发布于3月27日的《O n the Biology of a Large Language Model》，同样是洋洋洒洒一大 篇，讲了如何用 ...