Core Viewpoint - DeepSeek-R1 has become the first large model to be published on the cover of Nature after rigorous peer review, highlighting significant advancements in AI research and development [2][10]. Group 1: DeepSeek-R1 and Its Significance - DeepSeek-R1 is recognized as the first large model to undergo strict peer review, marking a milestone in AI research [2]. - The publication has garnered widespread attention, particularly for its unique contributions to reasoning capabilities in AI models [5][54]. Group 2: Jinhao Tu's Contributions - Jinhao Tu, an 18-year-old intern at DeepSeek, is one of the authors of the Nature article, showcasing a remarkable journey from high school to a published researcher [8][10]. - Tu's achievements include winning the global first place in the 2024 Alibaba Data Competition's AI track and developing advanced prompting techniques for AI models [14][18]. Group 3: Innovations in AI Models - Tu's work involved creating a "Thinking Claude" prompt that enhances the reasoning capabilities of the Claude 3.5 model, making it more human-like in its thought processes [16][35]. - The final version of the prompt allows users to interact with the model in a more nuanced way, including features to expand or collapse its reasoning [32][35]. Group 4: Broader Implications for AI - The advancements in AI models like DeepSeek-R1 and Claude 3.5 reflect a shift towards creating systems that not only predict text but also understand underlying meanings, which is crucial for achieving advanced AI capabilities [40][42]. - The focus on safety and alignment in AI development is emphasized, with the belief that these measures are essential for ensuring that AI systems can operate safely and effectively [37][41].

Elon Musk on his biggest focus in AI and AGI“Making it useful, making it safe for humanity, making it love humanity especially. I’ve never seen any technology advance as fast as AI."https://t.co/0XpniO2m5O ...

在合作方面，公司算力业务客户结构多元，与诸多优秀公司存在良好合作关系。对于后续合同拓展节 奏，公司称将持续紧密跟进市场需求，积极开拓境外业务，业务及业绩情况以公告为准。 智算中心建设及运营项目按实际情况有序推进，盈利实现情况以定期报告为准。算力运营服务多为以年 为单位的中长期合同，客户结构多元、均衡。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 宏景科技于2025年9月19日15:30 - 17:00，通过全景网"全景路演"（https://rs.p5w.net）参加2025年广东上 市公司投资者网上集体接待日活动，接受线上投资者调研。参与接待的公司人员包括董事长欧阳华、副 总经理兼财务总监夏明以及董事会秘书张铁舰 。 此次投资者关系活动类别 ...

但大家可能不知道，去年9月，它在旧金山成立了自己的AI实验室，Amazon AGI SF Lab（以下简称亚马逊AGI实验室）。 这标志着亚马逊的重大转型：从基础设施，转向更具雄心的AGI研发。 而且，这个实验室的一号位还是名华人。 大佬叫David Luan，已有15年的AI相关工作经验。他是OpenAI的早期员工，曾做到工程副总裁，参与过GPT-2、GPT-3、CLIP和DALL·E等多个重要项目 的研发。 靠电商和云计算席卷全球的亚马逊，正在借这一波Gen AI浪潮，续写新的故事—— 过去，它的AI战略定位是做基础平台，用户可以通过Amazon Bedrock获得全栈式服务。 论资历，Luan绝对算市场中的老炮。 实验室怎么来的？ 亚马逊之所以决定成立一家AGI实验室，主要是受AGI时代这柄双刃剑影响。 一方面，如果Agent成了新的交互形态，人们不再亲自上网购物，那亚马逊依托于电商生态的广告和佣金业务，显然岌岌可危。 但硬币的另一面是机会。 作为数字化的鼻祖，亚马逊掌握着海量且极具价值的用户行为数据：用户的浏览路径、他们对促销、评论和页面布局的敏感度，以及不同群体之间的相似 性。 如果能把这座数据金矿 ...

高端制造 | 2025 年 9 月 17 日 高端制造 强劲的消息面支撑 利好消息流持续提振市场上行。中港机器人主题股票 9 月表 现强劲，万得机器人指数（884126）受技术突破和乐观情绪 推动上涨 18.2%。传感器板块领涨：3D 视觉专家奥比中光 （688322 CH，未评级）上涨 14.3%，IMU 与电子皮肤供应商 儒竞科技（688582 CH，未评级）涨 12.7%，触觉与六轴传感 器制造商汉威科技（300007 CH，未评级）大涨 27.5%，压电 传感器供应商安培龙（301413 CH，未评级）攀升 22.8%。电 机制造商同样表现强劲：卧龙电驱（600580 CH，未评级）因 海外出货扩大暴涨 39.8%，港股上市的德昌电机（179 HK， 未评级）因服务机器人精密电机订单创纪录收获上涨16.7%。 减速器厂商亦实现上涨，双环传动（002472 CH，优于大市） 升 22.3%，绿的谐波（688017 CH，优于大市）升 11.2%。核 心环节的普涨格局印证投资者对机器人主题的关注度持续提 升。 当前 vs 三月：现实检验。在我们此前报告中曾指出，尽管恒 指与沪指已较 3 月高点超出约 10 ...

Jay 发自 凹非寺 量子位 | 公众号 QbitAI 靠电商和云计算席卷全球的 亚马逊 ，正在借这一波Gen AI浪潮，续写新的故事—— 过去，它的AI战略定位是做基础平台，用户可以通过Amazon Bedrock获得全栈式服务。 但大家可能不知道，去年9月，它在旧金山成立了自己的AI实验室， Amazon AGI SF Lab （以下简称亚马逊AGI实验室） 。 这标志着亚马逊的重大转型：从基础设施，转向更具雄心的AGI研发。 而且， 这个实验室的一号位还是名华人。 大佬叫 David Luan ，已有15年的AI相关工作经验。他是OpenAI的早期员工，曾做到工程副总裁，参与过GPT-2、GPT-3、CLIP和 DALL·E等多个重要项目的研发。 论资历，Luan绝对算市场中的老炮。 实验室怎么来的？ 亚马逊之所以决定成立一家AGI实验室，主要是受AGI时代这柄双刃剑影响。 一方面，如果Agent成了新的交互形态，人们不再亲自上网购物，那亚马逊依托于电商生态的广告和佣金业务，显然岌岌可危。 但硬币的另一面是机会。 作为数字化的鼻祖，亚马逊掌握着海量且极具价值的 用户行为数据 ：用户的浏览路径、他们对促销 ...

Core Viewpoint - Yunzhisheng has been officially included in the Hong Kong Stock Connect list, reflecting strong market recognition and opening new opportunities for liquidity and financing, following its successful listing as the "first AGI stock" in Hong Kong [1][12]. Financial Performance - In the first half of 2025, Yunzhisheng reported a revenue of 405 million RMB, achieving a year-on-year growth of 20.2%, demonstrating resilience amid increasing competition in the AI industry [3]. - The revenue from large model-related businesses surged by 457% year-on-year, nearing 100 million RMB, showcasing the company's ability to convert technology into commercial value [5]. - The AI chip sales reached 16.5 million units in the first half of the year, with cumulative shipments exceeding 100 million units, supporting daily life applications [5]. - The insurance business revenue skyrocketed by 1386.8% year-on-year, indicating a significant breakthrough and new growth trajectory [5]. - In the high-value "AI + healthcare" sector, the average revenue per customer increased by 116.2% year-on-year, highlighting market recognition of its healthcare AI solutions [5]. Technological Advancements - Yunzhisheng has intensified its investment in technology research and development, focusing on its self-developed Atlas intelligent computing platform to strengthen technological barriers [6]. - The company successfully compressed model parameters to below 0.5 billion through advanced model distillation technology, developing high-performance, low-latency edge models that have been successfully delivered in various vehicle models [6]. - The company has expanded its language model capabilities to cover multiple languages and dialects, enhancing speech recognition and semantic understanding in multilingual environments [8]. Market Expansion and Policy Support - Yunzhisheng has accelerated its domestic and international collaboration, signing memorandums with the government of Vanuatu and establishing a project in Southeast Asia [10]. - The company has formed strategic partnerships with health authorities and insurance companies in China, deepening its penetration in core sectors [10]. - Recent government policies promoting the integration of AI with various industries align with Yunzhisheng's strategic direction, providing a favorable environment for its growth [12].

【导读】华为轮值董事长徐直军：未来3年，昇腾芯片将以"几乎一年一代算力翻倍"的速度演 进 中国基金报记者 王建蔷 9月18日，华为全联接大会2025在上海召开，华为轮值董事长徐直军分享了昇腾芯片未来三 年的发展规划路线，并推出全球最强超节点和集群。 他透露，未来3年， 华为开发和 规划了三个系列，分别是Ascend（昇腾）950系列以及 Ascend 960、Ascend 970系列，更多具体芯片还在规划中。此外，以昇腾芯片为基础，华 为推出多款超节点和集群产品，到2027年昇腾超节点集群规模将达到百万卡级。 未来3年 昇腾芯片将以"几乎一年一代算力翻倍"的速度演进 徐直军认为，尽管DeepSeek模式减少了算力需求，但走向AGI和物理AI，算力仍是关键，尤 其是对中国人工智能而言。 他明确表示，未来3年至2028年，华为规划了Ascend 950、960、970三个系列昇腾芯片， 将以"几乎一年一代算力翻倍"的速度演进，同时，围绕易用性、数据格式、带宽等方向优 化，满足AI算力增长需求。 徐直军介绍，Ascend 950系列（含Ascend 950PR和Ascend 950DT两颗芯片）共用 Ascend ...

Core Insights - Huawei's report "Intelligent World 2035" outlines ten technological trends that will profoundly change various industries over the next decade, emphasizing that AGI (Artificial General Intelligence) will be the most transformative driving force [1][3]. Group 1: Ten Technological Trends - Trend 1: The path to AGI involves real-time interaction with the physical world, enabling intelligent agents to perceive and adapt like humans [3][4]. - Trend 2: AI agents will evolve from execution tools to decision-making partners, driving a paradigm shift across industries, with potential market sizes reaching trillions of dollars [4][5]. - Trend 3: Human-machine collaborative programming will reshape software development, transitioning to a model where users define needs in natural language, leading to "malleable software" [5][7]. - Trend 4: New interaction paradigms will enhance immersive experiences, with advancements in multi-modal technologies and potential brain-machine interfaces [7][8]. - Trend 5: The mobile internet will transition from an app-centric model to a multi-agent collaborative ecosystem, focusing on service-driven interactions [8][9]. - Trend 6: Embodied intelligence will create multiple trillion-dollar industries, particularly in autonomous driving and robotics [9][11]. - Trend 7: A breakthrough in computing architecture will address the growing demand for computational power, moving beyond traditional models [12][13]. - Trend 8: Data will become a form of intelligence, driving changes in storage paradigms and emphasizing the importance of "warm data" [13][14]. - Trend 9: The emergence of an "agent internet" will facilitate new connections among billions of intelligent agents [14][15]. - Trend 10: Token management will revolutionize energy networks, with AI enabling programmable energy management [15][17]. Group 2: Sectoral Impacts - Healthcare: AI-driven predictive measures will potentially prevent over 80% of chronic diseases, enhancing life quality [18][19]. - Education: AI will facilitate a collaborative educational model, with over 10 million students using intelligent learning assistants by 2035 [19][21]. - Transportation: The rise of Mobility as a Service (MaaS) platforms will improve commuting efficiency by 15-30% [21][22]. - Agriculture: Smart farming will leverage IoT and AI, increasing productivity and breaking geographical constraints [22][23]. - Home: Living spaces will evolve into intelligent environments, with significant adoption of XR devices and household robots [23][24]. - Manufacturing: ICT technologies will transform manufacturing processes, enabling rapid prototyping and automation [24][25]. - Finance: AI will redefine financial services, making them more personalized and efficient [25][26]. - Energy: The power system will transition to a dynamic, intelligent ecosystem dominated by renewable energy sources [26][27]. - Logistics: AI will enhance global supply chains, significantly reducing costs and improving efficiency [27][28]. - Mining: The mining industry will adopt advanced technologies for exploration and production, moving towards full automation [28][29]. - Urban Development: Cities will evolve into intelligent entities, integrating AI to enhance urban life [29][30]. Group 3: Sustainable Development - AI will play a crucial role in bridging the digital divide and promoting sustainable development, ensuring equitable access to technology [30][31]. - Ethical considerations and safety measures will be essential in advancing AI technologies, focusing on transparency and accountability [32][33]. - AI's environmental impact will necessitate the development of energy-efficient algorithms and hardware [38][39].

Market Overview - A-shares experienced a significant drop in the afternoon session, with the Shanghai Composite Index nearing 3800 points and the ChiNext Index falling over 2% [1] - The Shanghai Composite Index closed down 1.15% at 3831.66 points, while the Shenzhen Component Index fell 1.06% to 13075.66 points, and the ChiNext Index decreased by 1.64% to 3095.85 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 316.71 billion yuan, an increase of over 76 billion yuan compared to the previous day [1][2] Sector Performance - Major sectors such as brokerage, insurance, banking, and beverage saw collective declines, while the tourism and catering sectors experienced gains [1] - The semiconductor sector showed strong performance, with stocks like Huicheng Co., Zhongwei Co., and Saiwei Microelectronics rising over 10% [1] - AI-related stocks were active, with Dekeli and Huafeng Technology hitting the 20% limit up, both reaching new highs [1][4] AI Industry Insights - Huawei's recent report highlighted significant growth projections for AI technologies by 2035, including a 100,000-fold increase in total computing power and a 500-fold increase in AI storage capacity [4] - Oracle reported a substantial increase in remaining performance obligations, reaching $455 billion, indicating strong demand for cloud infrastructure in the AI sector [4] - CITIC Securities noted a continuous rise in demand for computing infrastructure from AI clients, reinforcing the high growth potential in the AI industry [4] Strong Stock Performance - Several strong stocks continued to attract attention, including Tianpu Co., which achieved a 12-day consecutive limit up, closing at 83.6 yuan per share [6] - Shoukai Co. also saw significant gains, achieving 11 limit up days in the last 12 trading sessions [7] - Companies like Xiangjiang Holdings and Shanghai Construction also recorded multiple consecutive limit up days, indicating strong market interest [6]