"智能体拼的不只是模型参数，还有行业Know-How。 前两年我们见证了大模型的全面爆发，但2025年，却更像是一场理性的回调。企业不再为"AI能画图、会聊天"而惊叹，而是开始直截了当地发问："能帮 我审一份标书吗？"、"能替我看懂这张发票报销合理吗？"、"到底能不能用在生产线上？" 从"技术炫技"转向"落地实效"，整个AI行业正悄然完成一场范式切换。在这场变化中，"智能体"逐渐取代"大模型"成为热词，尤其是在产业应用领域。 但智能体真的准备好了吗？ 为了回答这个问题，数据猿在WAIC 2025峰会上，专访了达观数据创始人兼CEO陈运文。 如果说大模型是AI大脑的雏形，那么"智能体"就是把这颗大脑装进身体、接入现实世界的过程。问题是，大多数智能体仍停留在"嘴上功夫"阶段，能说不 能做，能答不能干。要真正替代人类完成工作，它至少需要具备四个器官：眼睛、双手、大脑和记忆。 在这方面，达观数据提出了一个通俗却极具说服力的类比：智能体=数字白领，而这位"白领"需要具备完整的感知、执行和认知能力—— ·OCR是眼睛：读取文档、识别图像、解析发票和合同内容； ·RPA是双手：登录系统、点击审批、填表发邮件，完成操作流程； ...

Core Viewpoint - The article discusses the evolving role of human programmers in the age of artificial intelligence, emphasizing that "Vibe Coding" essentially leads to legacy code, which is often misunderstood and can accumulate technical debt [1][11][13]. Group 1: Concept of Vibe Coding - "Vibe Coding" is defined as a new programming approach where programmers immerse themselves in the "vibe" and embrace exponential possibilities, often neglecting the actual code [6][10]. - The term was coined by Andrej Karpathy, who illustrated that programmers may not even look for specific lines of code but instead instruct AI to perform tasks [6][10]. - This approach is suitable for one-off projects but is not considered true programming, as it results in code that is difficult to understand and maintain [10][11]. Group 2: Technical Debt and Legacy Code - The article argues that code produced through "Vibe Coding" is essentially legacy code, which is often viewed negatively due to its lack of clarity and maintainability [11][13]. - Programming should focus on building a deep, operable theoretical model in the programmer's mind, rather than merely producing lines of code [11][20]. - Accumulating technical debt through "Vibe Coding" can lead to significant challenges, especially when untrained individuals attempt to manage long-term projects [13][16]. Group 3: The Role of AI and Tools - The article highlights the importance of using AI as a tool rather than delegating thought processes to AI agents, advocating for a balance between human creativity and AI assistance [17][22]. - It emphasizes that effective tools should enhance human capabilities rather than replace human thought, likening programming to a collaborative process between the programmer and the tool [18][20]. - The conclusion stresses that the human brain remains central to programming, and the goal should be to leverage AI to strengthen this core capability [23].

Core Insights - The 13th Internet Security Conference (ISC.AI 2025) in Beijing focused on digital security and artificial intelligence, emphasizing the transition to an era driven by intelligent agents [1] - The founder of 360, Zhou Hongyi, highlighted two main pain points in the application of large models: insufficient reasoning ability and lack of independent operational capability, with the latter still unresolved [1][3] - The evolution from large models to intelligent agents is deemed necessary for AI to become a productive tool rather than a mere toy [1][3] Intelligent Agent Evolution Path - L1: Chat assistants are basic tools for suggestions and emotional support, categorized as "toy-level" intelligent agents, such as GPTs [3] - L2: Low-code workflow agents have evolved into tools that require human setup for task execution, enhancing productivity [3] - L3: Reasoning agents can autonomously plan and complete tasks, akin to specialized employees, but face limitations in cross-domain collaboration [3] - L4: Multi-agent swarms represent a revolutionary breakthrough, allowing multiple expert agents to collaborate flexibly, achieving high task success rates [3][4] Nano AI and Collaboration - Nano AI employs a unique "multi-agent swarm collaboration space" technology, enabling memory sharing among agents and efficient task execution [4] - The platform has gathered over 50,000 L3 agents, allowing users to create their own "Manus" through natural language [4] - The efficiency of complex tasks has drastically improved, reducing completion time from 2 hours to 20 minutes for tasks like generating a 10-minute movie [4] Intelligent Agent Factory and Security Implications - 360 Group launched the "Intelligent Agent Factory," enabling enterprises to customize L3 agents without programming knowledge [6] - The emergence of "intelligent agent hackers" poses new challenges in cybersecurity, as individual hackers can control multiple agents for automated attacks [6] - 360's security intelligent agents aim to replicate the capabilities of human security experts, marking a qualitative breakthrough in security [6] Strategic Vision - Zhou Hongyi emphasized that security is the foundation of digitalization, while AI represents its pinnacle, with 360 committed to a dual development strategy of "security + AI" [6]

Core Insights - The recent product launches by OpenAI, Anthropic, and Google indicate a shift in product strategies among major AI model developers, with a focus on open-source models and incremental updates [1][3][5] OpenAI - OpenAI has released two open-source models, gpt-oss-120b with 117 billion parameters and gpt-oss-20b with 21 billion parameters, both utilizing the MoE architecture [2] - The gpt-oss-120b model can run on a single 80GB GPU, while gpt-oss-20b can operate on consumer devices with 16GB memory, allowing for local deployment on laptops and mobile devices [2] - OpenAI's CEO, Sam Altman, emphasized the importance of releasing powerful open-source models, which are the result of billions of dollars in research [1][2] Anthropic - Anthropic has shifted its strategy to focus on more frequent incremental updates rather than solely major version releases, exemplified by the launch of Claude Opus 4.1 [3] - Claude Opus 4.1 shows improvements in coding capabilities, scoring 74.5% on the SWE-bench Verify benchmark, surpassing its predecessor [4] - The new model is designed to handle complex multi-step problems more effectively, positioning it as a more capable AI agent [3][4] Google - Google introduced Genie 3, its first world model that supports real-time interaction, building on previous models like Genie 1 and Genie 2 [5] - Genie 3 can simulate diverse interactive environments and model physical properties, allowing for realistic navigation and interaction within generated worlds [5][6] - Despite its advancements, Google acknowledges limitations in Genie 3, such as restricted action spaces and challenges in simulating multiple agents in shared environments [9]

Core Viewpoint - The ISC.AI 2025 Internet Security Conference emphasizes the evolution of intelligent agents as digital partners capable of performing high-value tasks, rather than merely software solutions [1] Group 1: Development of Intelligent Agents - Zhou Hongyi, Chairman of 360 Company, highlights that intelligent agents should be evaluated based on their ability to handle tasks traditionally assigned to human roles and teams [1] - The future development of intelligent agents is seen to have significant potential, particularly at the L3 level [1] Group 2: Key Drivers for Intelligent Agent Advancement - Three key developments are identified as catalysts for the advancement of intelligent agents: 1. The introduction of DeepSeek, which has popularized reasoning models 2. The widespread adoption of MCP standards 3. The emergence of Manus, which can fully understand and decompose tasks [1][1][1]

1、央行等七部门印发《关于金融支持新型工业化的指导意见》。到2027年，支持制造业高端化智能化 绿色化发展的金融体系基本成熟；引入长期资金和发展耐心资本，加快科技成果转化。推动产业加快迈 向中高端，防止"内卷式"竞争。 国务院办公厅印发《关于逐步推行免费学前教育的意见》明确，从2025年秋季学期起，免除公办幼儿园 学前一年在园儿童保育教育费，不含伙食费、住宿费、杂费等。免保育教育费标准按照县级以上地方人 民政府及其教育、价格主管部门批准的公办幼儿园保育教育费收费标准执行。国新办周四举行国务院政 策例行吹风会，介绍逐步推行免费学前教育政策有关情况。 3、周二，A股高开高走，权重股表现出色，脑机接口、高速铜、稳定币概念轮番冲高，智能体概念多 数调整，西藏板块延续回调。截至收盘，上证指数涨0.96%报3617.6点，再创年内新高；深证成指涨 0.59%，创业板指涨0.39%，市场成交额1.62万亿元。 4、周二，香港恒生指数涨0.68%报24902.53点，恒生科技指数涨0.73%，恒生中国企业指数涨0.65%。恒 生行业指数全线上涨，医药股强劲反弹。南向资金大幅净买入234.26亿港元。 1、上交所发布通报称，对 ...

近年来，人工智能技术持续向纵深发展，以智能体为代表的大模型应用正成为推动产业智能化变革的核心引擎之 一。智能体可以将模型技术能力与任务执行能力充分结合，高度契合日益复杂的提质增效需求，有望成为推进人 工智能与实体经济深度融合的关键力量。 2025年7月28日上午，世界人工智能大会（WAIC）智能体驱动产业变革论坛成功举办。会上，中国人工智能产业 发展联盟副秘书长、中国信息通信研究院（简称"中国信通院"）副总工程师王爱华正式发布并解读"2025智能体 十大关键词"，十大关键词分别是通用智能体、专用智能体、端侧智能体、企业级智能体、智能体平台、智能体通 信协议、多智能体协同、智能体价值评估、智能体可信、智能体基准测试，集中体现了当前智能体未来发展趋 势、技术研究热点与产业关注重点。 一、通用智能体：面面俱到的"数字通才" 通用智能体具备跨领域知识和通用能力，能够理解并执行多种类型任务，是迈向通用人工智能的重要路径。通用 智能体的发展不仅依赖大模型的能力提升，也需要感知规划、认知决策、多模态融合、人机协作等多技术融合创 新。未来，通用智能体将沿着多阶段能力跃迁与多维度技术融合的方向发展，驱动人机协同从"被动响应"迈 ...

Core Insights - The AI application market is rapidly evolving, with a significant increase in user engagement across various segments, leading to the formation of four distinct tiers of applications [1][12][19]. Group 1: Market Overview - As of June 2025, the first tier includes AI search engines and comprehensive assistants, with monthly active users (MAU) reaching 685 million and 612 million respectively [1]. - The second tier consists of AI social interaction and professional advisors, with MAUs of 126 million and 111 million [1]. - The third tier includes AI efficiency tools and image processing applications, with MAUs of 69 million and 49 million [1]. - The fourth tier encompasses AI creative design, copywriting, and educational applications, each around 20 million MAUs [1]. Group 2: User Engagement Trends - The "In-App AI" model has seen a user base of 630 million, while native apps have 570 million users, and PC web applications have 180 million users, indicating a shift towards mobile and integrated solutions [1][9]. - The growth of application plugins reflects users' preference for seamless AI experiences, with notable usage rates for Baidu AI and Quark AI search at 9.6% and 56.0% respectively [2][19]. Group 3: Competitive Landscape - The market is witnessing a dual oligopoly, where the combination of "search + service" is reshaping traffic entry points, leading to service integration and the development of intelligent agents [12][24]. - The majority of PC web players are facing decline, with 80% of them having user counts below 500,000 and 68.8% experiencing negative growth [2][31]. Group 4: Application Performance - Among software service providers, the photography and beautification sector is rapidly adopting AI plugins, driven by the "aesthetic economy" [14]. - As of June 2025, the average app with AI integration has 2.1 AI applications, with photography apps averaging 5.5 AI features [15][27]. Group 5: Future Outlook - The integration of AI into mobile applications is expected to enhance user engagement, with a focus on system-level integration capabilities [9][49]. - The competition will hinge on becoming the "only option" in users' minds or embedding deeply into essential workflows, with model iteration speed and ecosystem integration being critical factors for success [56].

各位童鞋搭嘎猴啊，上周"移动互联网半年大报告"看的怎么样？有童鞋在后台留言："上年 用户黏性增长态势确实有点出乎意料，互联网产业韧性相当强啊……"一如此前Mr.QM 说的，随着数字化持续深入，AI技术持续突破，很多变局正在悄然却又不可逆转的发生，这 个过程中，如何寻找到更多新场景、新技术应用来满足用户需求，就是构建企业发展韧性的 关键！ 言归正传，今天就给大家分享一下 2025 年 AI 应用市场半年报。 Qu e s tMobi l e 数据显 示，上半年 AI 应用快速发展，形成了"四大梯队"的应用格局，其中，第一梯队由 AI 搜索 引擎、 AI 综合助手两个赛道构成，已经遥遥领先，截止到 2025 年 6 月，二者的月活跃 用户规模分别达到 6.85 亿、 6.12 亿。 第二梯队由 AI 社交互动、 AI 专业顾问组成，月活跃用户规模分别为 1.26 亿、 1.11 亿。第三梯队由 AI 效率办公、 AI 图像处理构成，月活跃用户规模分别为 0.69 亿、 0.49 亿；第四梯队包括 AI 创作设计、 AI 文案写作、 AI 学科教育等等，均在 0.2 亿左右。 四大梯队应用的表现，落到应用模式上，形 ...

Group 1 - Shanghai Municipal Government issued measures to support enterprises in enhancing basic research and high-quality development [4][5] - Hainan Provincial Government released a three-year action plan to accelerate the construction of a modern industrial system with distinctive advantages [4] - Shanghai Science and Technology Committee introduced management measures for the "Explorer Program" to encourage enterprises to invest in basic research [4] Group 2 - AI agent concept gained traction with several companies experiencing significant stock price increases following the certification of an AI customer service agent [9] - The global first organic solvent testing standard for footwear was officially released, addressing a critical global issue [6] - The electric vehicle industry is witnessing advancements with the announcement of the world's first mass-produced semi-solid battery vehicle [14][15] Group 3 - The innovative drug sector remains active, with several companies experiencing stock price surges due to strategic partnerships and clinical trial advancements [12][13] - Public fund issuance continues to rise, with 36 new funds launched this week, marking a 5.88% increase from the previous week [26] - Foreign investment in A-shares is increasing, with four stocks having over 24% of their shares held by foreign investors [27]