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肖钢:数字经济核心产业增势良好,增长速度保持在10%以上
2 1 Shi Ji Jing Ji Bao Dao· 2025-05-18 12:36
21世纪经济报道记者 周妙妙 深圳报道 5月18日,中国证券监督管理委员会原主席肖钢在2025年清华五道口全球金融论坛表示,今年一季度我 国数字经济持续保持良好发展态势。其中数字经济核心产业增势良好,增长速度保持在10%以上(两位 数增长)。 他介绍,从数字制造业增加值情况来看,数字制造业同比增长了11.5%,高于同期工业和高技术制造业 增幅;从数字服务业增加值情况看,如信息传输、软件和信息技术服务业的增加值的同比增长也达到了 两位数。 同时,数字经济投资也实现了高增长。在固定资产投资中,数字经济核心产业投资增速也实现了两位数 增长,特别是电子信息制造业、信息服务业的投资分别增长了10.1%和10.5%。 数字消费也实现稳中有升。肖钢介绍,当前数字产业和数字消费已经形成了供需协同局面,数字技术的 协同发展,不断推动着数字消费场景的拓展。如网上食品消费的增长快于整个消费增长,特别是今年以 来,以旧换新模式快速发展,进一步拉动了线上消费。由于数字技术不断创新,消费场景和体验得以改 善。通过互联网、人工智能、元宇宙等构建"内容+体验"的新场景不断涌现,也极大促进了数字消费的 发展。 从区域分布、企业总量来看,东部地 ...
微软大裁员引发热议!AI全面替代白领,“无处可躲”?
Hua Er Jie Jian Wen· 2025-05-18 12:10
微软宣布新一轮大裁员,而这轮裁员只是更大趋势的缩影,硅谷正经历一场由AI驱动的就业市场重 构。 本周,微软宣布将在全球范围内裁减不到3%的员工,影响约6000人,其中软件职位占到了大约40%。 而推动这次裁员的背后原因正是公司内部AI自动化战略的结果,六名现任和被裁员工表示,高管们已 经预示了数月,同时强调提升自动化的必要性。公司各部门的高级领导者一直向下属重复一个理念:利 用AI提高销售、工程和客户支持等角色的生产力。 不仅是微软,美国整个科技行业出现"AI取代员工"趋势,分析认为,"科技七巨头"就业已经达到顶峰, 我们可能会看到这些公司再也不会增加员工。 AI替代人力,微软裁员6000人,软件职位占40% 本周微软裁员约6000人,尽管裁员仅影响3%的员工,但裁员行动绝非偶然,而是公司内部AI自动化战 略的结果。根据The Information报道,微软正在积极推动内部流程自动化,特别是在客户支持、财务 和人力资源等传统依赖人工的部门。 具体来看: 销售团队重组,每位企业客户仅保留一个联系点,销售人员被要求使用Research Copilot和 Operations Copilot工具快速掌握不熟悉的产 ...
2025五道口金融论坛|肖钢:推动金融行业严格执行AI算法备案制度
Bei Jing Shang Bao· 2025-05-18 10:20
5月18日,在2025清华五道口全球金融论坛上,中国证券监督管理委员会原主席肖钢就"数字金融与数字经济季度形势分析"发表演讲。针对未来数字经济和 数字金融发展,他提出,要深化落实"人工智能+"战略,加快构建生成式AI金融应用的治理闭环。一方面推动金融行业有序稳健使用好大模型,有必要推动 金融行业严格执行AI算法备案制度;另一方面也要聚焦AI技术滥用的风险治理,对金融领域应用AI大模型治理进一步加强。 人形机器人等新兴领域投资热情高涨 肖钢指出,数字经济一季度发展态势良好。今年一季度,国民经济整体呈现稳中向好、稳中回升、稳中向新的发展态势。具体来看,数字经济保持着良好发 展势头。数据显示,一季度数字经济核心产业增势突出,增速超10%,远超同期GDP增长水平,为宏观经济超预期开局贡献显著力量。 另外,数字制造业增加值同比增长11.5%,高于同期整个工业以及高技术制造业的增长幅度,数字服务业得到快速发展,信息传输、软件和信息技术服务业 增加值同比实现两位数增长,相较于整体服务业增加值增速高出5个百分点,且连续多个季度维持两位数增长。 此外,今年一季度数字金融发展的另一特点,是金融数据市场建设进一步深化。各金融机构积 ...
搭上AI快车的00后,已经融资千万了
3 6 Ke· 2025-05-18 01:32
好在毕业前,00后毕业生雪柳已经有三段大厂AI业务的实习经历——深度参与了大厂头部AI产品从0到1 的过程,其中有一款AI产品上线时的用户手册都 是她亲自撰写的。 上桌!留给00后的红利 双非院校,文科,即便是硕士学历,在如今的就业市场上也很难找到一份合适的工作。 投出的600多份简历,大多连初筛都过不了,但这三段实习经历犹如决定性筹码,让她收到了跟AI相关岗位的面试机会。 最终,雪柳拿到了2家AI公司的 offer。 职升机AI 产运负责人斑马所在的初创团队正是年轻人职场通关游戏play中的一环。 即将从复旦大学金融系硕士毕业的博誉在这波AI热潮下,也顺利拿到了上海一家大厂AI业务线的offer,年薪数十万,这个年包在同期毕业生里极具竞争 力。 去年10月,她在小红书发布了一条"AI初创团队招聘内容实习生"的帖子,意外收获了5000多阅读量,数百条留言。她所在的AI团队只是一家10多人规模的 初创公司,但依然挡不住蜂拥而来的询问和关注,令她有种"杀鸡焉用牛刀"的错位感。 她的后台还收到了很多自荐的私信,附带的简历中不乏知名大厂的产品经理、名校背景又有很强科研实力的毕业生,"在传统的行业里已经快接触不到这 么 ...
IDC预计,2028年全球新生成数据量规模将达393.9ZB
news flash· 2025-05-17 12:04
"GenAI(生成式人工智能)推动全球企业数据量高速增长。"IDC中国软件行业研究经理李凌霄17日在广州 表示,根据IDC报告,受生成式AI等技术驱动,预计2028年全球新生成数据量规模将达到393.9ZB(泽字 节),其中企业数据规模和增速尤为凸显。(中新网) ...
南极光(300940) - 300940南极光投资者关系管理信息20250516
2025-05-16 12:51
Financial Performance - In 2024, the company achieved a net profit of 20.63 million CNY, with a comprehensive gross margin of 16.24%, marking a turnaround from losses [3] - In Q1 2025, the net profit rose to 29.73 million CNY, with a gross margin of 26.97%, indicating a continuous growth trend [3] - The significant increase in profitability is attributed to optimizing the business structure and cost control measures, leading to reduced operational costs [3][9] Product Development - The company has successfully developed Mini-LED backlight products, which are expected to be used in smart wearable devices [4] - Plans are in place to invest in Mini/Micro-LED display module production projects to enhance competitiveness in the new display technology market [4] Client Base - The company is a qualified supplier for major LCD display module enterprises, including brands like Nintendo, OPPO, VIVO, and Huawei [5][6] Market Outlook - The company maintains a positive outlook on the display industry, driven by the increasing demand for consumer electronics and advancements in AI technology [12][14] - The performance of backlight display components is closely tied to the overall health of the consumer electronics market, with seasonal influences expected to diminish over time [12] Strategic Goals - The company encourages investors to monitor future financial reports for specific profit targets and revenue contributions from key projects like the Switch 2 [7][12]
烧钱8亿换“第一股”,酒店机器人是“伪刚需”吗?
Guan Cha Zhe Wang· 2025-05-16 10:10
Core Insights - Beijing Yunji Technology Co., Ltd. has submitted its prospectus to the Hong Kong Stock Exchange, aiming to become the first publicly listed company in the hotel service robot sector [1] - The hotel service robot market has shown varied development trends, with some companies thriving while others face significant challenges [1][5] - Yunji Technology reported a cumulative loss exceeding 800 million yuan over three years, raising concerns about the sustainability of its business model and the broader hotel robot industry [1][4] Company Overview - As of the end of 2024, Yunji Technology serves over 30,000 hotels and 100 hospitals across 329 prefecture-level cities in China [2] - More than 80% of Yunji Technology's revenue comes from hotel robot services, with this figure reaching 95.1% in 2023 [2] - The company holds a market share of 9% globally and 12.2% in China for hotel scenarios, ranking first in both markets [2] Financial Performance - Yunji Technology's revenue grew from 161 million yuan in 2022 to 245 million yuan in 2024, with a compound annual growth rate of 23.2% [4] - Despite revenue growth, the company reported net losses of 365 million yuan, 265 million yuan, and 185 million yuan over the same period, totaling over 800 million yuan in losses [4] - The gross margin improved from 24.3% to 43.5%, but hardware business margins remain lower at 38.1% [4] Industry Challenges - The hotel robot industry faces challenges such as reduced procurement budgets in the hotel sector and intensified price competition [4][5] - The market for hotel service robots in China grew from 500 million yuan in 2019 to 1.1 billion yuan in 2023, with projections of reaching 3.6 billion yuan by 2028 [5] - The competitive landscape is intense, with the top five players holding a combined market share of 27.6% [5] Market Dynamics - The hotel robot market is experiencing saturation in hotel applications, while expansion into non-hotel scenarios remains difficult [6] - Many hotels prefer human services over robots, and the industry is characterized by a lack of innovation in business models [6][12] - The high initial investment and maintenance costs of robots, along with their limited functionality compared to human staff, contribute to the perception of hotel robots as a "pseudo-necessity" [12][13] Future Outlook - Experts predict that the hotel robot market will evolve through technological innovation, diversified applications, and new business models [14] - The integration of embodied AI and modular functionalities in robots could reduce costs and enhance service efficiency [14] - The potential for robots to generate additional revenue through value-added services and data-driven operational strategies is recognized [14][15]
“数字教育研究全球十大热点”发布
Zhong Guo Qing Nian Bao· 2025-05-16 08:17
Core Insights - The 2025 World Digital Education Conference concluded with the release of the "Top Ten Global Hotspots in Digital Education Research" [1][4] - The report was based on nearly 60,000 digital education papers from 2019 to 2024, utilizing bibliometric analysis and insights from interdisciplinary experts [1] Group 1: Top Ten Hotspots - Generative AI accelerating interdisciplinary integration [2][3] - Metaverse technologies catalyzing smart learning paradigms [2][3] - Digital education transforming cognition of learning behaviors [2][3] - AI empowering personalized learning: the future is now [2][3] - Digital literacy supporting teachers' professional development [2][3] - Human-AI collaboration reshaping the digital education ecosystem [2][3] - Vocational education aligning with smart technology-driven innovation demands [2][3] - Global co-governance redefining ethical boundaries in digital education [2][3] - Digital education bridging regional gaps in balanced development [2][3] - Data driving intelligent decision-making across the entire teaching process [2][3]
“一哥”也巨亏 网安公司入局AI找增量
Jing Ji Guan Cha Wang· 2025-05-16 07:38
Core Insights - The core viewpoint of the articles highlights the significant challenges faced by the cybersecurity industry, particularly the financial struggles of leading companies like Qihoo 360, which reported a loss exceeding 1.3 billion yuan in 2024, reflecting a saturated market and intense competition [1][4]. Group 1: Industry Challenges - The cybersecurity industry is experiencing a "red ocean" dilemma characterized by market saturation, price competition, and tightening customer budgets, leading to a decrease in project availability [1][3]. - Major cybersecurity firms are reporting substantial losses, with Qihoo 360's loss of over 1.3 billion yuan and other firms like Green Alliance Technology and Starry Stone Network also facing losses ranging from 100 million to 400 million yuan [4]. - The shift in client behavior is evident as enterprises are increasingly developing their own cybersecurity solutions, reducing reliance on external vendors [3][8]. Group 2: AI Integration and Future Opportunities - Leading cybersecurity firms are investing in AI technologies, launching products like Qihoo 360's "Q-GPT" and Green Alliance Technology's "Fengyunwei," indicating a strategic pivot towards AI-enhanced security solutions [2][7]. - The emergence of generative AI is reshaping the threat landscape, with attackers leveraging AI to enhance the efficiency of phishing attacks and other cyber threats, thus necessitating a rethinking of defense strategies [5][6]. - Three potential growth markets for cybersecurity firms in the AI era include compliance-driven service upgrades, vertical industry-specific demands, and cloud-native security solutions, with the latter expected to grow at a compound annual growth rate exceeding 30% [6][5]. Group 3: Challenges of AI in Cybersecurity - The integration of AI into cybersecurity presents a dual challenge, as both attackers and defenders utilize AI, leading to a "cat-and-mouse" dynamic where the effectiveness of AI security products against zero-day attacks remains insufficient [7][8]. - Current AI security products have a low interception rate for zero-day attacks, and issues such as high false positive rates due to model "hallucinations" pose additional challenges for cybersecurity firms [7][8]. - The industry's ability to balance technological innovation with risk management will be crucial for firms to gain a competitive edge in the evolving cybersecurity landscape [7].
德科集团发布2025年商业领袖研究报告:仅10%企业做好AI变革准备,人才战略滞后成转型最大瓶颈
Huan Qiu Wang Zi Xun· 2025-05-16 06:23
来源:美通社 上海2025年5月16日 /美通社/ -- 近日,全球领先人力资源咨询与解决方案提供商德科集团(The Adecco Group)发布2025年商业领袖研究报告——《引领人工智能时代:期望与现实(Leading in the age of AI: Expectations versus reality)》。该研究连续第二年开展,对13个国家、17个行业的2,000名企业高管 (C-Suite)展开调研,揭示尽管企业加大AI投资,但仅有10%的公司达到"未来就绪"标准,即具备支持 员工适应AI变革的结构化战略。 摘自德科集团《引领人工智能时代:期望与现实(Leading in the age of AI: Expectations versus reality)》报告 "未来就绪"(future-ready)企业的新标准 报告发现,一小部分被定义为"未来就绪"的企业正在崛起,且表现优于其他企业。基于在四个核心标准 上的发展投入,"未来就绪"企业具有以人为本、技术赋能和为变革做好准备的特点。这四个维度包括: 对AI采取结构化且可问责的管理方式;促进员工适应性和职业流动性;致力于员工技能发展;以及让 ...