4月23日，特朗普关税"改口"，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。 板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。 下面我们来看下今日龙虎榜情况： | | 爱博医疗 -20.00% | 曙光股份 6.43% | 百大集团 -8.70% | 丽尚国潮 -5.28% | 西昌电力 5.00% | 浙江自然 10.02% | 丰标品 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 轻纺城 10.05% | 连云港 10.00% | 健尔康 10.01% | 天和磁材 2.12% | 华脉科技 3.75% | 保税科技 2.35% | 信雅 | | 沪市 | 肯特催化 -5.15% | 安记食品 -9.98% | 安正时尚 -9.98% | 葫芦娃 -9.99% | 中毅达 -10.00% | 赤峰黄金 -10.00% | CONDE | | | 凌云B股 -10.00% | ST新潮 2.56% | ST广物 5.05% | ST通葡 4.98% ...

2025年是AI应用爆发的元年，当全球AI竞赛步入"中国时刻"，一场深刻的技术变革正悄然改写产业格局。在此关键节点，行业面临核心命题：如 何跨越AI技术到规模化应用的鸿沟？下一个颠覆性的AI超级应用将诞生于何处？ 4月18日，由36氪主办的2025 AI Partner大会于上海模速空间盛大启幕。本次大会以"Super APP来了"为主题，聚焦AI应用对千行百业的颠覆性变革。大会分 为"Super App来了"和"谁是下一个超级应用"两大篇章，覆盖"在AI世界中长大""2025卷AI就卷超级应用"等七大话题，涵盖10+场主题演讲、3场圆桌对话与 两大优秀AI案例企业名册发布环节，深度剖析AI技术如何重构商业逻辑、重塑产业格局，探索AI超级应用带来的无限可能。 当日，大华股份软件研发部副总裁周淼带来了《大华星汉大模型在AI Agent 行业化落地的探索与实践》的主题分享。 以下为周淼演讲内容，经36氪整理编辑： 大华股份软件研发部副总裁周淼 大家上午好！我是来自大华股份的周淼。非常荣幸能与各位专家学者交流分享，也衷心感谢 36 氪提供的宝贵机会。今天，我将围绕大华星汉大模型，为大 家介绍我们在 AI 领域的探索 ...

Market Overview - Major stock indices in China experienced fluctuations but ended higher, with Shenzhen Component Index and ChiNext Index rising over 1% and North Star 50 Index increasing nearly 3% [1] - The total trading volume in the Shanghai, Shenzhen, and North exchanges reached 1,073.8 billion yuan, an increase of 124.5 billion yuan from the previous day [1] Investment Opportunities - CATL launched new products including the second-generation Shenxing battery and sodium-ion battery, achieving significant advancements in charging speed and energy efficiency [2] - The second-generation Shenxing battery can charge in 5 minutes for a range exceeding 520 kilometers, marking it as the world's first lithium iron phosphate battery with both 800 kilometers of long range and peak charging capability of 12C [7] - The second-generation sodium-ion battery maintains over 90% energy efficiency at -40°C, with an energy density of 175Wh/kg, the highest in the industry for mass production [2] AI Development - OpenAI released the latest models in the o series, enhancing multi-modal reasoning capabilities and integrating image processing directly into the models [3] - The advancements in AI models are expected to drive a surge in demand for computing power, presenting investment opportunities in AI and related computational sectors [3] Policy and Regulatory Developments - The Chinese government issued a strategic opinion to enhance the Free Trade Zone, focusing on improving trade, investment, and data flow policies [4][5] - The Ministry of Industry and Information Technology announced plans to expand openness in the telecommunications sector, encouraging foreign investment and new business models [6] - The National Health Commission is promoting commercial health insurance to support the development of foreign medical institutions in China, aiming to enhance local healthcare services [6]

一、今日盘面分析及明日操作策略 今日大盘低开震荡上涨0.45%，深成指和创业板指均涨逾1%。医药、大飞机、跨境支付、化工、食品、 黄金、造纸、人形机器人、AI智能体、算力等热点板块轮番表现，银行、地产、酿酒、煤炭和保险等 趋弱。八成个股上涨，涨停板100个，其中一字板4个，另有31个涨逾10cm，涨停被砸个股26个。跌停 板12个，大跌5%以上个股47个。 市场震荡反弹，盘面个股氛围不错，问题在于缺乏绝对的领涨主线，而是快速轮动之势。除了少数传统 板块外绝大多数板块都轮了个遍，且基本上是一会转一个，今天可谓近几个月轮番异动热点板块最多的 一天。然而反弹依然没量，那么多板块隔天怎么接是个问题。最近没量有个重要因素是对净卖出的限 制，那减少了抛压的同时也降低了资金进攻的热情，时间越久累积的抛压会越大，那一旦放开就会给市 场带来冲击，除非是市场走向了有增量资金接得住的主升行情。故而何时放开很考验上面的智慧，一直 人为干预肯定不现实。 因为护盘和净卖出的限制，所以当前市场还未回到正常阶段，而是特殊时期的特殊生态，上无激情而下 有托底，主打的是节奏。这个节奏是不怕大盘跌，跌一下后个股反而可能更活跃。热点特色是轮动快， ...

Core Viewpoint - The article discusses the rise of a domestic AI model called Manus, which is designed to be more practical and capable of problem-solving, unlike traditional chatbots or rigid tools [2] Group 1: AI Development and Capabilities - The AI landscape has evolved significantly with breakthroughs in AIGC (generative artificial intelligence), expanding capabilities from text generation to images and videos [3] - The e-commerce industry is particularly eager to leverage AI to reduce workload, as it heavily relies on visual content [4] - The upgraded Doubao 1.5 Deep Thinking Model has made significant advancements in visual reasoning, multi-modal interaction, and reduced visual description hallucinations [8] Group 2: E-commerce Applications - The Doubao model addresses common issues in traditional content creation, such as high costs and time-consuming processes for producing high-quality images and videos [9] - The model can generate realistic images that closely resemble real-life photography, significantly improving the quality of AI-generated content [9] - Doubao's capabilities extend to writing marketing copy, with its performance surpassing that of other models in creative writing tasks [14] Group 3: Customer Service Enhancement - The Doubao model can provide instant and accurate responses to common customer inquiries, improving shopping experiences and reducing the pressure on human customer service representatives [22] - It can analyze user feedback and preferences, enabling personalized product recommendations based on historical behavior and real-time interactions [23] - The integration of AI in customer service can lead to higher conversion rates and lower return rates by accurately understanding shopping intentions [23] Group 4: Industry Impact and Future Outlook - The advancements in AI technology and the cost-effectiveness of the Doubao model make it accessible to all e-commerce operators, not just large businesses [24] - The model is poised to become a core component of e-commerce infrastructure, driving efficiency and innovation across the industry [24]

Market Overview - The market showed strength with a decrease in trading volume, with various concept stocks experiencing significant movements, particularly in the large aircraft and cross-border payment sectors [3] - The Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closed up by 0.45%, 1.27%, and 1.59% respectively, with over 4,300 stocks rising and around 800 declining [3] Robotics Sector - The first humanoid robot marathon took place, featuring 20 teams competing over a half marathon distance, with the winning robot developed by Beijing Humanoid Robot Innovation Center and UBTECH Technology [6][7] - The performance of Yushutech's G1 humanoid robot, which fell during the race, sparked discussions about its capabilities, despite the company clarifying that it did not participate directly [8][9] - The humanoid robot sector saw a 3.5% increase overall, with stocks like Tian工 and Songyan Power experiencing significant gains [9] MCP Concept - The MCP (Multi-Context Protocol) concept, set to launch in November 2024, aims to standardize applications for large language models, simplifying AI integration and reducing development barriers [11] - The announcement of ByteDance's new AI collaborative platform, "Coze Space," which supports MCP integration, acted as a catalyst for the surge in related stocks [12] - Stocks such as Dongfang Materials and Hengfeng Information saw significant increases, with some reaching their daily limit [12] Cross-Border Payment (CIPS) - The CIPS concept saw a resurgence, with stocks like Hailian Jinhui and Xinyada hitting their daily limits after the People's Bank of China announced plans to enhance the CIPS system and expand its global network [14] - The CIPS sector closed up by 3.41%, reversing an earlier decline [14] Paper Industry - The paper sector experienced a surge following news related to "intellectual property construction," with stocks like Annie Co. and Huatai Co. hitting their daily limits [16][17] - The increase in paper stocks was linked to rising raw material costs, particularly for specialty paper pulp, which has seen price fluctuations of nearly 50% due to supply chain issues [20]

智通财经4月21日电，东方材料走出5天3板，赛意信息涨超10%，恒锋信息、汉得信息、鼎捷数智、税 友股份等跟涨。消息面上，腾讯云智能区域解决方案总监王伟表示，腾讯云大模型知识引擎已率先接入 MCP。用户在搭建应用时，可以通过大模型知识引擎调用平台精选的MCP插件或插入自定义的MCP插 件。 AI智能体概念震荡走强 东方材料5天3板 ...

Core Insights - The "Travel Business Conference and Guizhou Tourism Product Promotion Meeting" was held during the 19th Guizhou Tourism Industry Development Conference, organized by the Guizhou Provincial Department of Culture and Tourism, Guizhou Provincial Big Data Bureau, and Anshun Municipal Government [1][11] - Guizhou Guilv Data Network Technology Co., Ltd. showcased its newly launched AI tourism model "Huang Xiaoxi," which offers automated travel notes, intelligent route planning, and specialty food recommendations [4][9] Company Insights - "Huang Xiaoxi" is an AI agent built on the Guizhou tourism model, supported by a dual foundation of data and AI technology. The data foundation includes a reliable tourism data space and a provincial smart interconnection platform, integrating various data sources to create a high-quality dataset of nearly 40,000 tourism products and services [9] - The AI technology foundation incorporates over 30 large language models, including self-developed AI support platforms and DeepSeek, built on Huawei's Ascend Cloud platform [9] Industry Insights - The AI agent aims to empower both consumers (C-end) and businesses/governments (B-end and G-end), providing a complete travel experience from planning to booking. It offers services such as travel planning, quick booking, entertainment activities, AI companionship, travel records, and travel design [9][10] - Future developments for "Huang Xiaoxi" will focus on enhancing user experience for tourists and expanding functionalities for businesses, aiming to present a more intelligent and colorful Guizhou to visitors [10]

Group 1: Industry Overview - The surge of robot companies listing in Hong Kong since 2024 highlights the market's attractiveness for tech firms seeking financing and international expansion [1] - Companies like UBTECH and Yujing Technology have successfully listed, with Yujing's stock price multiplying post-IPO, indicating a potential boom in the robotics sector [1] - The robotics industry is categorized into segments such as humanoid robots, collaborative robots, warehouse robots, and service robots, which are becoming significant growth drivers [1] Group 2: Company Performance - Yujing Technology, despite being a leader in hotel robotics, reported revenues of 161 million RMB in 2022, a decrease of 10% from the previous year, followed by a 68.63% increase in 2023 [3] - The company has incurred substantial losses, with cumulative losses of 815 million RMB over three years, indicating a challenging financial situation [3][6] - The average selling price of Yujing's robot products has significantly decreased, with the price of the "UP" series dropping nearly 60% within a year [4] Group 3: Financial Challenges - Yujing Technology has not secured any new financing in over three years, leading to a precarious cash flow situation with negative operating cash flows of 170 million RMB in 2022 [7] - The company faces a looming risk from a redemption liability of 1.87 billion RMB, which could trigger a payout if it fails to go public within 18 months [7]

飞虎互动副总裁乔彦军透露，今年银行等机构都在积极期待以智能体推动自身转型，例如某银行消费金 融中心，90%的贷款面签业务通过视频作业机器人远程办理，年放款金额超350亿元。 智能体应用在各行各业的突破，需要基于对垂直场景的深度理解。飞虎互动相关负责人介绍，基于此前 8年远程银行服务经验，其将国产大模型DeepSeek与金融业务逻辑深度融合，构建起"RAG增强检索+多 智能体协同+垂直工具链"的技术体系。在某省农商行的实践中，金融垂直智能体已帮助实现贷款面签 自动化率90%，单日处理量1.3万笔。 金融智能体的价值在核心业务环节尤为凸显。针对银行业睡眠客户激活难题，其营销机器人Flybot在某 城商行将信用卡激活率从12%提升至29%，风控机器人RCK通过8类风险检测，为某省农信减少年度坏 账损失近5亿元。 大模型正从尝鲜期走向落地期，从"好玩"走向"好用"，深入行业提质增效。记者4月8日从北京金融科技 企业飞虎互动获悉，作为国内率先实现智能体商业化落地的金融科技企业，其金融业垂直智能体已覆盖 银行、保险、证券等领域，并在风控、贷款面签等核心业务环节中发挥作用，年处理交易规模超千亿 元，帮助相关机构大幅降低人力 ...