每次发布财报前，在联想园区里录制一条解读视频是联想集团董事长杨元庆的固定动作。但这次，他的 角色被"数字双胞胎"取代了——AI还原了杨元庆的形象、声音与演讲风格，并解读了联想今天发布的 24/25财年财报数据。 其中第四财季，联想所有主营业务实现双位数营收增长，驱动整体营收同比增长23%达1220.91亿元； 净利润8.92亿元，同比减少42%，公司称主要是由于非现金认股权证公允值亏损所致。 分业务来看，IDG智能设备业务集团去年营收3647亿人民币，同比增长13%。PC之外业务持续成为重要 增长引擎，智能手机业务全年营收同比增长27%，创下并购摩托罗拉移动业务以来历史新高。 今日杨元庆表示，短期内还看不到PC市场增长趋缓的趋势，预计会保持强劲的表现，同时，人工智能 将带动企业及用户升级换代PC，推动平均单价上升。更长远来看，PC市场的需求与宏观经济有关。 得益于AI服务器订单的强劲增长和企业需求的回升，去年ISG基础设施业务集团营收同比增长63%至 1048亿人民币，下半财年实现扭亏。 杨元庆此前说，个人的人工智能双胞胎将成为用户的数字延伸。未来它将比你自己更了解你，模拟你的 思维模式，预测你的需求，甚至在 ...

当2025年被业界冠以"边缘生成式AI元年"之名时，半导体产业正经历着自移动互联网时代以来最剧烈 的底层架构变革。在这场由智能终端设备、工业物联网和实时决策需求共同驱动的技术革命中，传统算 力分配模式遭遇根本性挑战。IDC数据显示，全球边缘AI芯片市场规模在2025年Q1同比增长217%，其 增长速度远超云端AI芯片市场。在这场变革中，GPU、NPU、FPGA三大架构呈现出迥异的演化路径， 背后的技术哲学差异折射出半导体企业对未来计算范式的不同判断。 GPU 在过去几年以大模型为核心的AI浪潮中，通用GPU凭借其强大的稀疏计算能力和可编程性脱颖而出。 然而，边缘硬件不仅要处理单一模型的推理任务，还需对设备上的所有分支加速任务、用户交互任务以 及设备管理任务进行处理。因此，AI边缘设计需要从全局视角出发，确保AI场景能够与其他功能共 存。更重要的是，随着性能提升和晶体管密度增加，还必须进行热分配和热管理，这是新出现的关键问 题。在未来的边缘AI应用中，每瓦算力（TOPS/W）将比绝对算力（TOPS）更为重要。 另一个在大模型应用中得到验证的重要规律是，AI模型和算法领域始终处于快速变化与演进之中。硬 件设计者需 ...

此外，研究指出，CEO们认为战略领导力与专业化人才对于释放人工智能价值至关重要。69%的受访 CEO表示，其组织机构的成功直接依赖于具备深入战略理解和关键决策权的领导者。同时，CEO们将组 织内部协作不足、对风险和变革的抵触、以及缺乏专业知识视为当前创新的主要障碍。受访CEO们预 计，未来三年，31%的员工需要再培训和技能再提升，65%的CEO们表示将通过自动化来弥补技能差 距。 （全球TMT2025年5月22日讯）IBM商业价值研究院发布的一项全球最新研究显示，受访CEO们坚定地 在整个组织范围内推进部署AI解决方案，即使面临技术加速应用所带来的挑战。研究显示，高管受访 者预计未来两年AI投资的增长率将超过两倍，61%的CEO正在积极采用AI智能体，并准备将其规模化应 用。然而，半数CEO承认，近期过快的投资节奏导致其企业出现了技术割裂及技术碎片化问题。 研究还发现，68%的受访CEO认为搭建企业范围的一体化数据架构对跨部门协作至关重要，72%的CEO 将企业专有数据视为解锁生成式AI价值的关键。此外，CEO们在推进AI应用时，正在平衡短期投资回 报与长期创新投入之间的压力。受访CEO称，过去几年中，仅25 ...

Core Viewpoint - The first generative AI content infringement liability insurance in China has been launched in Wuxi, providing risk coverage for AI-generated content, addressing potential infringement issues related to copyright, portrait rights, and reputation rights [1][2]. Group 1: Insurance Product Details - China Pacific Insurance Wuxi Branch signed a liability insurance agreement with Wuxi Xuelang Digital Technology Co., providing 700,000 yuan in risk coverage for the company's self-developed Xuelang Industrial Model [1]. - The insurance is designed to cover unintentional infringement of third-party rights during the use of the AI model, with a one-year policy period from May 22, 2025, to May 21, 2026, and a premium of 15,000 yuan [1]. - Claims will be based on actual litigation costs incurred by the insured and compensation amounts determined by court or arbitration decisions [1]. Group 2: Market Demand and Industry Context - The demand for generative AI infringement liability insurance has increased due to multiple infringement disputes since 2024, notably the "AI-generated Ultraman infringement image" case in January 2025, which raised awareness of the responsibilities of AI service providers [2]. - Xuelang Digital Technology indicated that the insurance product effectively addresses industry pain points and helps mitigate risks faced by generative AI service companies [2]. - The willingness of insurance companies to underwrite this new type of insurance is high, with discussions on premium rates reflecting the actual risks faced by Xuelang Digital Technology [2]. Group 3: Insurance Coverage Scope - Traditional liability insurance primarily focuses on hardware failures or data breaches, which are inadequate for addressing AI-generated content infringement issues [3]. - This new insurance product covers the entire process of AI training and inference, helping technology companies alleviate concerns during innovation and establishing a risk mitigation mechanism for AI users [3].

Core Viewpoint - The National Cybersecurity and Information Security Information Notification Center reported that 35 apps in Tencent's mobile app store "Yingyongbao" were found to illegally collect and use personal information, highlighting compliance issues in the emerging generative AI sector [1][2][4]. Group 1: Violations and Affected Apps - The reported violations involved 11 categories, with the most prominent being illegal notification forms, excessive information collection, and unrelated collection frequency, affecting 18, 12, and 10 apps respectively [1]. - Among the 35 apps, approximately 15 are video editing tools, 11 are AIGC (AI-generated content) tools, and 4 are AI education tools, indicating a significant reliance on user data in the generative AI technology field [1][2]. Group 2: Regulatory Context and Actions - The legal basis for the detection report includes the "Cybersecurity Law of the People's Republic of China" and the "Personal Information Protection Law," with enforcement actions being part of a broader initiative by multiple government departments [4][5]. - The report marks the first proactive intervention by the Ministry of Public Security regarding early-stage illegal collection of personal information by apps, suggesting a potential shift towards a long-term regulatory mechanism [3][4]. Group 3: Industry Response and Compliance - Companies involved have not publicly responded to the report, although some have reportedly received rectification requests, indicating a need for immediate compliance [3]. - The increasing regulatory scrutiny necessitates that app operators prioritize legal compliance regarding personal information collection and usage, as highlighted by the implementation of the "Personal Information Protection Compliance Audit Management Measures" [5][6].

Group 1 - Lenovo Group reported a revenue of 498.5 billion RMB for the fiscal year ending March 31, 2025, marking a strong year-on-year growth of 21.5% and achieving the second-highest revenue in history [1] - The company's profit increased at a faster rate, with a year-on-year growth of 36% [1] - In Q4, the Infrastructure Solutions Group (ISG) generated revenue of 29.96 billion RMB, reflecting a significant year-on-year increase of 63%, and achieved profitability for the second consecutive quarter [2] Group 2 - The ISG's annual revenue reached 104.8 billion RMB, with a remarkable year-on-year growth of 63% and a substantial improvement in profitability [2] - The cloud infrastructure (CSP) business saw a revenue increase of 92% year-on-year, while enterprise infrastructure (E/SMB) revenue grew by 20%, setting a historical high [2] - The Neptune liquid cooling solutions revenue surged by 68% year-on-year, and the AI server business experienced rapid growth, expanding into strategic sectors such as high-frequency trading, new energy, and smart healthcare [2] Group 3 - IDC forecasts that the global infrastructure market will grow by 18% to reach 265 billion USD by 2025, with the AI server market projected to reach 147.2 billion USD, reflecting a compound annual growth rate of 18% from 2024 to 2027 [2] - The acceleration of generative AI and multimodal models is expected to drive continued investment in enterprise-level AI infrastructure, leading to increased demand for computing power and storage solutions [2] - Moving forward, ISG will maintain its strategy of solidifying the "cloud infrastructure + expanding enterprise infrastructure" model, optimizing product structure, and enhancing market sales capabilities [2]

【环球网科技综合报道】5月22日消息，Meta宣布近日启动"Llama for Startups"计划，旨在激励初创公司采用其Llama AI模型。该计划面向在美国注册成立、 融资额低于1000万美元、至少拥有一名开发人员且正在开发生成式AI应用程序的公司，申请截止日期为5月30日。入选的初创企业将获得Meta Llama团队 的"直接支持"，包括技术专家的密切合作，以探索Llama的高级用例，助力企业发展。此外，符合条件的会员每月最多可获得6000美元的资金支持，为期六 个月，以帮助抵消构建和增强生成式AI解决方案的成本。 需要指出的是，这些产品的开发成本高昂。2024年，Meta的"GenAI"预算超过9亿美元，今年可能超过10亿美元，这还不包括运行和训练模型所需的基础设 施。此前，Meta曾表示计划在2025年投入600亿至800亿美元的资本支出，主要用于新建数据中心，以支持其AI业务的发展。（纯钧） 值得注意的是，Llama模型在过去几个月里经历了一些挫折。据《华尔街日报》报道，Meta推迟了旗舰AI模型Llama 4 Behemoth的发布，原因是担心该模型 在关键基准测试中表现不佳。 尽管面临挑战 ...

Core Viewpoint - AIDC capital expenditure is experiencing rapid growth, driven by strong industry demand, with global tech giants expected to invest over 2 trillion RMB by 2025, maintaining a growth rate of over 50% to support generative AI model training, cloud computing expansion, and real-time data processing [1] Group 1: HVDC Demand and Power Supply - Increased power demand is expected to drive HVDC demand, as data centers globally adopt UPS for power assurance, with HVDC offering advantages such as efficiency, reliability, and low cost [1] - The integration of BBU and supercapacitors in power systems is anticipated to enhance power supply safety, especially with the rise in server power requirements [2] Group 2: Energy Quality and Renewable Energy - The demand for power quality equipment is likely to increase due to the growing reliance on renewable energy in data centers, necessitating precise reactive power and harmonic management [3] Group 3: Server Power Supply Market - The value per watt of server power supplies is expected to improve due to increased power density, with potential advancements including the replacement of silicon-based devices with SiC and GaN, and the adoption of liquid cooling methods [4] - The server power supply market is becoming more concentrated, with Taiwanese companies dominating, particularly Delta holding over 50% market share, while mainland firms like Megmeet are beginning to enter the supply chain [4]

他表示，技术层面上，我国当前大多数数字人仍在技术方面存在融合与衔接方面不流畅等问题。这直接 导致了在使用中数字人可能出现的交互反应延迟、动作生硬、表情不自然等表现，让使用体验大打折 扣。而现阶段高质量的技术制作与高精度的品质把控又会直接提高数字人产品的整体成本，影响数字人 面向更广泛下沉市场的广泛普及与应用。另一方面，在伦理与合规上，数字人产品通常会包含肖像权、 版权等归属问题，那么随着数字人的进一步市场化商用，由此产生的内容及形象如何能达到监管要求， 如何合理保障数字人产品供应链中的多方权益等，都急需数字人产业多方与相关监管部门来共同探讨、 协商与解决。 同时，该分析人士还指出，参与到数字人产业的企业在后续发展中应不断寻找企业创新技术与市场合规 发展之间的有效平衡点，快速让自身推广与研发的数字人产品或解决方案真正从底层的"技术展现"升级 为更高层次的"价值创造"，从而为我国产业数字化升级提供持续且有力的核心驱动力。 此前，中国互联网协会发布《中国数字人发展报告(2024)》中提到，截至2024年，中国与数字人相关的 企业已达114.4万家，仅2024年前五个月就新增注册企业17.4万余家。同时该报告还分析认 ...

Core Insights - Yingnuo Medical has secured a new round of financing in the tens of millions, which will be used for product registration, new pipeline development, and overseas market expansion [1] - The company focuses on AI solutions in the field of gastrointestinal endoscopy, with its core product, Yingnuo Eagle Eye, being the first to build a comprehensive AI-assisted system for gastrointestinal endoscopy [1][2] - The company has established a partnership with Olympus (China), which holds over 70% market share in the domestic gastrointestinal endoscopy field, becoming its exclusive AI solution provider [1][8] Company Overview - Founded in 2017, Yingnuo Medical specializes in AI solutions for gastrointestinal endoscopy, aiming to enhance diagnostic accuracy and operational efficiency [1][2] - The company has developed an early cancer screening model based on big data from endoscopy centers, which aids in the early identification and diagnosis of gastrointestinal tumors and precancerous lesions [2][4] Product Development - Yingnuo Medical's gastric endoscopy assistance system is entering clinical registration, supporting the detection of early esophageal cancer, gastric cancer, and precancerous lesions [4] - The system has shown a detection accuracy of 2.6mm for early lesions, improving the early detection rate of esophageal cancer by approximately 20% [4] - The company received approval for the first multi-light source medical device registration for colorectal polyp detection in China, leading to market-scale commercialization [4] Clinical Applications - The AI-assisted system acts as a "real-time assistant" for endoscopists, helping to standardize endoscopic examinations and diagnoses [5] - The Yingnuo Eagle Eye system has been implemented in nearly 170 hospitals, assisting in over 250,000 diagnoses [5] - The system's prior and simultaneous identification rate in clinical applications is reported to be 95% [5] Future Plans - Yingnuo Medical plans to expand its research into ultrasound endoscopy and respiratory endoscopy, as well as pursue FDA registration for overseas market expansion [7] - The company aims to collaborate with domestic endoscope manufacturers to facilitate its international growth [7] Investment Perspective - Investors view Yingnuo Medical as a leading player in AI-assisted gastrointestinal endoscopy diagnostics, with significant barriers to entry due to its extensive clinical data accumulation [8] - The company has achieved notable milestones, including obtaining the first class III medical device registration in the lower gastrointestinal tract and forming a partnership with Olympus [8]