> 腾讯云 | | 腾讯研究院 Research Institute | Gartner. 企业级智能体 产业精英报 从场景试点到规模化应用实践 关注公众号，后台回复 "企业级智能体" ，即可下载PDF版报告全文 随之而来的是智能体应用形态的百花齐放。在个人生活领域，它正从简单的聊天机器人演变为无所不包 的"数字伙伴"，能够管理你的日程、筛选信息、处理邮件，甚至在你授权下完成订餐、购物等生活琐 事，逐步成为个性化的"生活操作系统"。在企业运营中，智能体以"嵌入式"或"产品化"的形态，深度融 入营销、客服、研发、财务等核心业务流。从处理海量高频咨询的"高效助手"，到串联多个系统完成复 杂流程的"执行专家"，再到辅助进行市场分析的"决策专家"，智能体的角色愈发多元且关键。更有甚 者，多个智能体构成的协同网络，正以"虚拟项目组"的形式，自主完成软件开发、市场研究等复杂项 目，预示着一种全新的组织形态与生产关系正在形成。 与此同时，智能体的能力边界正从数字世界向物理世界延伸。当智能体的"大脑"与机器人、自动驾驶汽 车、智能家居等硬件深度融合，具身智能便应运而生。它不仅能"想得明白"，更能"动得精准"，在复杂 的物理环 ...

人类与 AI 间的对决，自 2016 年的 AlphaGo 打赢世界围棋冠军李世石起，就开始不断出现在大众视线 中，出圈的例子更是不少。 曾担任《最强大脑》节目首席科学家的刘嘉，也亲眼见证过这样一场比赛。当时，还是百度大脑首席科 学家的吴恩达带着搭载百度大脑的智能机器人小度上了舞台，与人类组选手比拼起"看照片认脸"。面对 多轮挑战，最终人类最顶尖的面孔识别选手不敌 AI。 这个结果，好似当头一棒重重敲向了此时正往北京师范大学副校长一职奔赴的刘嘉。他火速向学校递交 辞呈，重新钻进实验室，将全部心思转投到了脑科学与 AI 的交叉研究中。 回到 2025 年的今天，我们更是已置身于一个几乎被 AI 包围的时代。去年，诺贝尔物理学奖和图灵奖 双双花落 AI 领域。今年年初爆火的 DeepSeek 让"无所不知"的大模型遍布朋友圈，随后 Manus 的横空 出现又将 AI 完全自主的蓝图放到大众眼前。AI 真的将超越人类吗？身处于现在的时代，这个话题已被 推至现实议程，越来越多的人能够感觉到一种深切的危机感。 在今年 6 月出版的新书《通用人工智能：认知、教育与生存方式的重构》中，刘嘉用"近乎疯狂"几个字 来形容 AI ...

作者 | 华卫 人类与 AI 间的对决，自 2016 年的 AlphaGo 打赢世界围棋冠军李世石起，就开始不断出现在大众视线中，出圈的例子更是不少。 曾担任《最强大脑》节目首席科学家的刘嘉，也亲眼见证过这样一场比赛。当时，还是百度大脑首席科学家的吴恩达带着搭载百度大脑的智能机器人小 度上了舞台，与人类组选手比拼起"看照片认脸"。面对多轮挑战，最终人类最顶尖的面孔识别选手不敌 AI。 这个结果，好似当头一棒重重敲向了此时正往北京师范大学副校长一职奔赴的刘嘉。他火速向学校递交辞呈，重新钻进实验室，将全部心思转投到 了脑科学与 AI 的交叉研究中。 回到 2025 年的今天，我们更是已置身于一个几乎被 AI 包围的时代。去年，诺贝尔物理学奖和图灵奖双双花落 AI 领域。今年年初爆火的 DeepSeek 让"无所不知"的大模型遍布朋友圈，随后 Manus 的横空出现又将 AI 完全自主的蓝图放到大众眼前。AI 真的将超越人类吗？身处于现在的时代，这个话 题已被推至现实议程，越来越多的人能够感觉到一种深切的危机感。 在今年 6 月出版的新书《通用人工智能：认知、教育与生存方式的重构》中，刘嘉用"近乎疯狂"几个字来形容 ...

Macro News - The People's Bank of China emphasized the importance of utilizing securities, funds, and insurance company swap facilities, as well as stock repurchase and increased re-loans, to maintain capital market stability [3] - In the first eight months, the total profit of industrial enterprises above designated size in China reached 46,929.7 billion yuan, showing a year-on-year growth of 0.9%. In August, profits turned from a decline of 1.5% in the previous month to a growth of 20.4% [3] Industry News - The Ministry of Industry and Information Technology and seven other departments issued a work plan for the non-ferrous metal industry, targeting an average annual growth of around 5% in added value from 2025 to 2026, with a 1.5% average annual growth in the production of ten non-ferrous metals [4] - The National Development and Reform Commission and six other departments released measures to strengthen the cultivation of innovative digital economy enterprises, including the construction of a national integrated computing network [4] - The 2025 classification evaluation of securities firms was released, with 53 companies rated as Class A, 43 as Class B, and 11 as Class C. Among Class A companies, 14 received an AA rating [4] - The Ministry of Commerce, the Ministry of Industry and Information Technology, and other authorities decided to implement export license management for pure electric passenger cars starting January 1, 2026, to promote healthy development in the new energy vehicle trade [4] Company News - Moer Thread's IPO was approved by the Shanghai Stock Exchange's listing committee [6] - Dalian Wanda Group and its legal representative Wang Jianlin were recently restricted from high consumption, attributed to possible information asymmetry in execution [6] - Jin Hai Tong announced that its shareholder Xunuo Investment plans to reduce its stake by no more than 3% [6]

Investment Rating - The industry investment rating is "Overweight," indicating that the growth level of the industry is expected to be higher than that of the CSI 300 index over the next six months [26]. Core Insights - The ASI declaration by Alibaba signifies a new direction for the AI industry, with a focus on collaboration between government and enterprises, and the acceleration of AI applications across various sectors [2][21]. - The AI industry is currently experiencing a phase of multiple resonances in policy, technology, and application, which is expected to lead to systematic implementation rather than isolated breakthroughs [21]. - Short-term developments in policy implementation and standardized evaluation systems are anticipated to drive the industry towards a more regulated and sustainable growth trajectory [21]. - In the medium to long term, the multi-dimensional upgrades of large models are expected to accelerate their penetration into sectors such as education and film, enhancing application implementation and industrialization processes [21]. Summary by Sections Market Performance Review - The social services sector index experienced a weekly decline of 5.92%, ranking 31 out of 31 in the Shenwan first-level industry performance [7]. - The performance of sub-industries showed declines, with tourism and hospitality sectors facing significant drops of 9.46% and 9.18%, respectively [7][19]. Core Insights - The ASI declaration and collaboration with NVIDIA highlight the industry's forward-looking signals, emphasizing the importance of computational power and AI agent evolution [2][21]. - The collaboration between Alibaba and NVIDIA covers various aspects of Physical AI, including data synthesis, model training, and environment simulation [2][21]. - The AI applications are transitioning from isolated pilot projects to cross-regional and cross-scenario implementations, supported by initiatives like the China-ASEAN AI cooperation [18]. Industry News Dynamics - The Ministry of Education and other departments have launched a plan to enhance the quality of high schools in rural areas, focusing on resource expansion and digital education [22]. - A joint initiative to promote electrification in buildings has been proposed, aiming to reduce carbon emissions and enhance energy efficiency [23].

Core Viewpoint - The discussion between Sam Altman and David Deutsch revolves around the potential for AI to develop into a conscious superintelligence, with Altman suggesting that future iterations like GPT-8 could solve complex problems such as quantum gravity and explain their reasoning, while Deutsch remains skeptical about AI achieving consciousness [1][14]. Group 1: AI and Consciousness - The dialogue highlights a divergence in views on whether AI can evolve into a conscious superintelligence, with Deutsch arguing against it and Altman suggesting it is possible [5][7]. - Altman believes that future AI models, such as GPT-8, could demonstrate understanding and reasoning capabilities that resemble human-like consciousness [1][14]. Group 2: AI Capabilities - Deutsch acknowledges that while current AI, like ChatGPT, is not AGI, it can engage in meaningful conversations due to its extensive knowledge base [8]. - The conversation touches on the misconception of the Turing Test, clarifying that it was not intended as a benchmark for AGI but rather a thought experiment [9][10]. Group 3: Human Intelligence vs. AI - The discussion emphasizes that human intelligence involves a process of actively choosing motivations and storytelling, which current AI lacks [11][13]. - Altman argues that if future AI can articulate its problem-solving process, it may challenge existing perceptions of intelligence and consciousness [14]. Group 4: David Deutsch's Background - David Deutsch is a prominent figure in quantum computing, known for his foundational work in the field and contributions to quantum theory [15][17]. - He has received multiple awards for his research, including the ICTP Dirac Prize and the Breakthrough Prize in Physics [17].

Group 1 - OpenAI CEO Sam Altman predicts that General Artificial Intelligence (AGI) will arrive before 2030, claiming it will be "far smarter than humans" and could take over 30-40% of jobs in the economy [2] - Zero Run Auto has addressed reports of being listed as a dishonest executor due to a contract dispute, confirming that it has paid the full amount of 3,618,085.25 yuan and is working to resolve vehicle transfer issues [3] - Gree Electric has established over 970 "Dong Mingzhu Health Homes" across the country since the first store opened in March, with significant growth in consumer interest and purchases in non-air conditioning categories [5] Group 2 - Guangzhou has introduced new regulations to support small and micro enterprises, with a maximum annual credit risk compensation of 1.5 billion yuan, aiming to streamline financial resources and improve policy effectiveness [6] - International coffee prices have reached a 50-year high, with Yunnan coffee exports seeing both volume and price increases, rising from 40 yuan/kg at the end of last year to around 66 yuan/kg in May [8] - AI startup Anthropic plans to double its international workforce and expand its AI team fivefold by 2025, reflecting a surge in demand for its Claude AI model [10]

Core Insights - Alibaba Group's CEO, Wu Yongming, outlined a three-stage evolution path towards Artificial Super Intelligence (ASI) during the 10th anniversary of the Yunqi Conference, positioning Alibaba Cloud as a "full-stack AI service provider" [1][3] - The first stage, "Intelligent Emergence," focuses on AI's ability to learn from vast amounts of human knowledge, achieving near-human performance in fields like mathematics [3][4] - The second stage, "Autonomous Action," emphasizes AI's interaction with the physical world through natural language processing and tool usage, with Alibaba Cloud already making significant advancements in this area [4][5] - The third stage, "Self-Iteration," aims for AI to surpass human capabilities by directly accessing raw data and optimizing its models through self-learning, supported by substantial investments in AI infrastructure [5][6] Investment and Infrastructure - Alibaba Cloud's strategy includes a comprehensive ecosystem covering model, platform, and infrastructure layers, with significant achievements in AI model development and deployment [5][6] - The company plans to enhance its data center energy efficiency by tenfold by 2032, which is expected to support a massive increase in computing power [6][7] - The competitive landscape is shifting towards "super AI cloud" platforms, with Alibaba and Google being the only companies with capabilities across large models, cloud computing, and chip development [6][7] Future Outlook - Wu Yongming predicts that ASI will exponentially amplify human intelligence, positioning AI as a super assistant rather than a replacement for humans [8] - The collaboration between humans and AI is expected to evolve, allowing individuals to manage multiple AI agents, significantly increasing productivity [8] - Alibaba Cloud's ongoing investments and partnerships, such as with NVIDIA, are aimed at driving the transition from a technological revolution to an industrial revolution in AI [8]

Group 1 - Li Kaifu emphasized that DeepSeek's core contribution to China's AI development is the promotion of an open-source ecosystem, which is expected to help China narrow the gap with the US in AI [2] - OpenAI CEO Sam Altman stated that general artificial intelligence (AGI) will arrive before 2030, claiming it will be "far smarter than humans" and could take over 30-40% of human jobs in the future [2] - Anthropic announced plans to double its international workforce and expand its AI team fivefold by 2025, driven by a surge in demand for its Claude AI model [2] Group 2 - Apple is reportedly developing a ChatGPT-like application for internal testing of a major upgrade to Siri, with the app currently named Veritas and focused on enhancing Siri's capabilities [2]

"在AI时代，智能体的开发是今天一个重要的开发范式。"在9月24日举办的2025云栖大会上，阿里云智能集团首席技术官周靖人提到了38次Agent，33次智 能体。 毫无疑问，Agent正在成为企业追求效率提升过程中绕不开的路径。在今年5月，普华永道调研了全球300名高管后，发现79%的受访公司已经在某些业务 中应用 AI Agent；其中66%表示生产力提升，57%看到了成本下降，55%感受到决策效率加快，54%提升了客户体验。 眼下，Agent平台更是已经成为了互联网大公司的兵家必争之地。海外，LangChain/LangGraph、微软AutoGen、Google ADK纷纷升级，国内，腾讯、华 为、百炼在 2025年9月集中推出和升级其Agent智能体平台。 然而，行业热度之下，现实中的落地体验或许还有待考究，比如，近两年涌现的低代码Agent平台，大多依赖"预定义编排"逻辑，适合做简单的问答或流 程自动化，但一旦涉及跨系统调用、长链条任务，或需要多轮反思与自主决策时，往往力不从心。更重要的是，企业真正关心的不是"能不能做出一个 Agent"，而是"Agent能否稳定运行在业务体系"里，最好还能实现"规 ...