以下文章来源于AGI接口 ，作者苗正卿 AGI接口 . AI卷起的财富风暴。 本文播客版由豆包AI播客功能自动生成 出品｜虎嗅科技组 作者｜苗正卿 题图｜VAST，头图中身着黑色衣服者即为宋亚宸 6月中旬，在清华大学旁边的海淀区东升科技园，虎嗅见到了VAST创始人、CEO、1997年出生的宋 亚宸。就在几天前，VAST刚刚宣布完成了数千万美元的Pre-A+轮融资。在去年9月，VAST曾宣布完 成数亿元Pre-A融资，截至目前，VAST完成了连续三轮共计数亿元融资，并成为AI 3D大模型公司中 估值最高的公司。另据虎嗅了解，VAST目前年度ARR达到了700万美元/年，也是AI 3D大模型公司 中收入最高的。 虎嗅曾多次到访VAST办公地，和月之暗面、阶跃星辰等AI大模型公司相比，VAST这家公司有很多 特殊之处：公司里摆放着大量二次元手办、漫画，但同时也有专门柜子存放古玩杂项，在这里你能看 到在休息时刻有醉心"间谍过家家"、吃着炸串的工程师，但同时你又能看到在其不远处有"玄学"爱好 者正在推演命盘或起卦。 更深层的"异样"之处，让虎嗅对这家公司感到好奇：在3D大模型领域，VAST保持了最快的产品迭代 速度（ ...

Core Viewpoint - The Kimi K2 model, released by Moon's Dark Side, is a significant advancement in AI technology, featuring a 1 trillion parameter architecture and demonstrating exceptional performance in various benchmarks and practical applications [1][3]. Group 1: Model Specifications - The Kimi K2 model utilizes a MoE architecture with a total of 1 trillion parameters and 32 billion active parameters, showcasing strong capabilities in code generation and general agent tasks [1]. - The model achieved top scores in several benchmark tests, including SWE Bench Verified, Tau2, and AceBench, indicating its leading position in code, agent, and mathematical reasoning tasks [3]. Group 2: Technical Innovations - During the pre-training phase, the Kimi K2 model employed the MuonClip optimizer, which facilitated stable and efficient training of the trillion-parameter model, enhancing token utilization efficiency [3]. - The model's performance in core capabilities such as Agentic Coding, Tool Use, and Math & Reasoning was notably strong, reflecting its potential for practical applications [3]. Group 3: User Accessibility - Users can now experience the Kimi K2 model through the official website kimi.com or by downloading the Kimi App, with API services available that are compatible with OpenAI and Anthropic's Chat API [4]. - The Kimi K2 model supports a context length of up to 128K, providing enhanced versatility and tool usage capabilities for diverse user needs [4].

Core Viewpoint - The Kimi K2 model has been released and open-sourced, marking a significant advancement in the competitive landscape of large models, especially in the context of recent releases from other companies like xAI and Google [2][40]. Model Release and Features - Kimi K2 includes two models: the base model Kimi-K2-Base and the fine-tuned model Kimi-K2-Instruct, both available for commercial use [4]. - The pricing for Kimi K2 is set at 16 RMB per million tokens output [2]. - The model achieved nearly 12,000 downloads within the first 20 minutes of its release [5]. Performance and Benchmarking - Kimi K2 has surpassed several open-source models, becoming the new state-of-the-art (SOTA) in open-source models, and has shown competitive performance against closed-source models like GPT-4.1 and Claude 4 Opus in various benchmarks [9]. - The model demonstrates strong capabilities in knowledge, mathematical reasoning, and coding tasks, with users noting its code generation abilities as a highlight [20][17]. Technical Innovations - Kimi K2 was trained on 15.5 trillion tokens and utilized the MuonClip optimizer, which enhances model stability and performance during training [24][28]. - The model incorporates a novel approach to data synthesis for tool interaction, generating high-quality training data through a comprehensive pipeline that simulates real-world tool usage scenarios [31][35]. Future Implications - The advancements in Kimi K2's architecture and training methods may set a new trend in the industry, focusing on algorithmic innovation rather than merely increasing parameters and computational power [43]. - The model's ability to self-evaluate and adapt in complex environments could be crucial for the future evolution of model intelligence [38][37].

Group 1 - The National Grain Industry Technology Innovation Alliance was recently established in Beijing, with Liaoning Grain Group being the only provincial grain enterprise included as a member [1] - Liaoning Grain Group has obtained the qualification of the Technology Innovation Center of the National Grain and Material Reserve Bureau in Liaoning [1] - The inclusion in the alliance is closely related to the company's efforts in exploring and promoting intelligent warehousing equipment and service technologies, as well as driving collaborative innovation among industry, academia, and research [1] Group 2 - Liaoning Grain Group has significantly increased its digital capabilities and information technology construction, planning to utilize artificial intelligence and new digital technologies to enhance operational efficiency and risk management [1] - The company has initiated its largest structural reform since its establishment, focusing on reforming grain purchase, sales, and reserve management systems, with 13 core tasks and 49 detailed measures outlined [1] - The management structure has been simplified to improve operational efficiency, resulting in a fundamental change in the company's operational landscape [2] Group 3 - In the first half of this year, Liaoning Grain Group achieved a revenue of 5.55 billion yuan, a year-on-year increase of 53.31% [2] - The total asset scale reached 22.91 billion yuan, with a year-on-year growth of 27.14% [2] - The grain collection/purchase and sales volume increased by 53.2% and 157.16% year-on-year, respectively, indicating a significant improvement in both quantity and quality of operations [2]

在AI领域持续发力的百度，近日正式拉开了2026届校园招聘的大幕，此番招聘规模空前，共提供了超过4000个工作岗位，其中AI相关职位的比例高达九 成，这一数字无疑是国内互联网巨头在校招中对AI人才最为重视的一次体现，也标志着AI技术正加速从理论探索走向商业应用的广阔舞台。 本次校招活动覆盖了包括北京、上海、深圳、成都等在内的七大城市，百度不仅扩大了招聘范围，还特别增设了90个AI领域的全新职位，专注于多模态、 跨模态以及大模型架构等前沿技术的探索。对于即将走出校门的应届生而言，他们将有机会直接参与到百度文心大模型、飞桨平台、数字人项目等核心产品 的研发中，这无疑为他们提供了一个极高的职业起点。 从国内AI产业的发展现状来看，互联网巨头们在AI领域的竞争已经日益激烈，形成了多维度、多层次的战略布局。百度凭借其全栈AI能力，在智能云市场 表现出色，2025年上半年，百度智能云在大模型相关项目的招投标中，以48个中标项目和5.1亿元的金额位居行业前列。在金融、能源、政务等多个领域， 百度都取得了显著的成果，65%的央企选择与百度进行深度合作。 百度还构建了包含三万台昆仑芯集群的算力底座，为招商银行等企业提供了稳定、 ...

6月中旬，在清华大学旁边的海淀区东升科技园，虎嗅见到了VAST创始人、CEO、1997年出生的宋亚 宸。就在几天前，VAST刚刚宣布完成了数千万美元的Pre-A+轮融资。在去年9月，VAST曾宣布完成数 亿元Pre-A融资，截至目前，VAST完成了连续三轮共计数亿元融资，并成为AI 3D大模型公司中估值最 高的公司。另据虎嗅了解，VAST目前年度ARR达到了700万美元/年，也是AI 3D大模型公司中收入最高 的。 虎嗅曾多次到访VAST办公地，和月之暗面、阶跃星辰等AI大模型公司相比，VAST这家公司有很多特 殊之处：公司里摆放着大量二次元手办、漫画，但同时也有专门柜子存放古玩杂项，在这里你能看到在 休息时刻有醉心"间谍过家家"、吃着炸串的工程师，但同时你又能看到在其不远处有"玄学"爱好者正在 推演命盘或起卦。 2024年下半年，宋亚宸做出了一个创业以来最关键的策略调整：5月，VAST发布了针对PGC场景的一站 式3D工作台Tripo Studio。此前，VAST的思路是直接针对C端用户，提供3D大模型产品，并希望通过运 营活跃的C端社区去提振产品月活。这个思路的本质逻辑，和目前很多ToC的通用大模型产品类 ...

Core Viewpoint - The 2025 Beike Finance Annual Conference opened with the theme "Chinese Economy: Co-Growth of Openness and Resilience," focusing on how the automotive industry can consolidate and expand its advantages in smart connected vehicles and accelerate the construction of a new industrial ecosystem [1]. Group 1: Smart Connected Vehicles - The future of smart connected vehicles is envisioned as a user-centered mobile living space that understands and grows with user needs [1][9]. - The impact of the smart connected ecosystem on traditional fuel vehicles is likened to adding "smart cream" to the "fuel vehicle cake," enhancing existing value through technological integration and driving the industry towards "software-defined vehicles" [1][8]. Group 2: Safety and AI Integration - The current safety level of smart assisted driving is rated at 7 out of 10, with improvements in active safety features like AEB contributing to reduced accidents, but challenges remain in areas such as left-turn protection and complex road scenarios [4]. - AI models are transforming automotive intelligence, moving from "function stacking" to "intelligent emergence," with AI becoming a foundational infrastructure that permeates all operations and product development [5]. Group 3: Fuel Vehicles and New Growth Points - Despite the rise of electric vehicles, fuel vehicles possess inherent advantages that make them difficult to replace in the short term, such as performance in low temperatures and cost-effectiveness [6]. - Smart technology can empower fuel vehicles, allowing them to find new growth points and vitality through intelligent systems, even as the market shifts towards electric vehicles [7][8]. Group 4: Future Outlook - The automotive industry is expected to see more cross-industry collaborations, with fuel vehicles undergoing smart transformations through upgrades in electronic and electrical architectures [9]. - The vision for the future includes seamless connectivity through integrated vehicle-road-cloud systems, redefining the relationship between people and vehicles, and elevating "travel life" to "smart life" [9].

Core Viewpoint - The 2025 Beike Finance Annual Conference opened with the theme "Chinese Economy: Co-Growth of Openness and Resilience," focusing on how the automotive industry can consolidate and expand its advantages in smart connected vehicles and accelerate the construction of a new industrial ecosystem [1]. Group 1: Development Stage of Smart Assisted Driving - The smart assisted driving industry is currently in a transitional development stage, showing significant progress compared to ten years ago, particularly in safety across various scenarios, including highways [4]. - There remains a gap between current smart assisted driving capabilities and L3 level or higher autonomous driving, leading to user hesitation, especially among new drivers [5][6]. Group 2: Impact of AI and Computing Power - The reliance on large computing power for AI models is leading to a phenomenon called computing power overflow, which is driving the integration of cabin and driving functions [6]. - The benefits of cabin-driving integration include elastic computing power allocation, allowing for better resource utilization across various scenarios, enhancing both smart driving and user interaction capabilities [6][7]. Group 3: Advantages of New Energy Vehicles - New energy vehicles (NEVs) possess inherent advantages in the realm of smart connectivity and intelligence, which may accelerate the phase-out of traditional fuel vehicles in the long run [8]. - In the short term, fuel vehicles still have advantages in refueling convenience, but NEVs are expected to overcome these challenges in the long term [9][10]. Group 4: Future Outlook - The future of smart connected vehicles may not resemble current forms, as advancements in AI could lead to the emergence of generalized intelligent agents that replace today's specialized vehicle systems [10].

Core Viewpoint - Tianrongxin Technology Group Co., Ltd. (hereinafter referred to as "the company") expects significant growth in its financial performance for the first half of 2025, with projected revenue between 800 million to 850 million yuan and a net profit increase of 65.98% to 70.84% year-on-year [2] Financial Performance - The company anticipates a revenue increase of over 8% year-on-year for the second quarter [2] - The gross profit margin has improved by over 4 percentage points compared to the previous year [2] - Total expenses for sales, research and development, and management have decreased by over 13% year-on-year [2] Strategic Initiatives - The company is deepening its "AI + Security" strategy to capture the market for large model application security [2][3] - A significant upgrade to the Tianwen large model has been implemented, enhancing its intelligent defense capabilities [2] - The company has launched a comprehensive security protection framework for large models, covering the entire lifecycle of large model applications [3] Market Positioning - The company aims to become a leading provider of cybersecurity and intelligent computing cloud solutions in China over the next decade [3] - A partnership with Huawei has been established to develop an intelligent computing integrated machine based on the Kunpeng architecture [3] - The company has signed and is expected to sign orders exceeding 20 million yuan for the intelligent computing integrated machine, with annual sales projected to exceed 100 million yuan [4]

Core Insights - The 27th China (Guangzhou) International Building Decoration Expo showcases advancements in smart home products, emphasizing intelligence, proactivity, and environmental sustainability [1][20] - China holds a dominant position in the smart security market with nearly 50% market share, driven by technological breakthroughs and increased consumer awareness [1] Smart Security - Smart locks are highlighted as key products, with brands like萤石 and乐橙 entering the market alongside traditional appliance manufacturers like Bosch and Sharp [1] -萤石 Y5000FVX smart lock features AI voice interaction and advanced detection capabilities, allowing for nuanced recognition of family members and visitors [1][3] -乐橙's collaboration with China Mobile has led to the development of a "Super Flash Link Phone" that enhances user experience by eliminating reliance on app background operations [3] Smart Cameras - Smart cameras are gaining popularity, with萤石 showcasing a new 4G camera that operates without wires and features a long-lasting battery [4] - The AOV (Always On Video) technology allows for proactive monitoring, significantly improving detection accuracy compared to traditional PIR technology [4][6] - New products also incorporate solar charging and night vision capabilities, enhancing their functionality and reducing energy costs [4][6] Smart Lighting - The CBD Lighting exhibition introduces intelligent lighting systems that not only illuminate spaces but also provide therapeutic benefits for various health conditions [6][10] - AI-enabled lighting systems can create personalized lighting environments based on user commands, showcasing a shift from functional to emotional-driven lighting solutions [10] Home Automation - The integration of IoT and AI technologies is enabling seamless connectivity among smart home devices, addressing challenges such as interoperability and user experience [12] - Companies like三翼鸟 are developing comprehensive home automation solutions that respond to user commands and optimize home environments automatically [12] Sustainable Materials - The expo features innovative building materials, such as low-formaldehyde options, catering to health-conscious consumers [12] - Lamett's stone crystal boards demonstrate durability and environmental benefits, appealing to modern renovation needs [12][14] Custom Furniture - The trend towards aluminum custom furniture is gaining traction, with consumers appreciating its aesthetic and environmental advantages [15][17] - This shift reflects a broader movement towards high-end, eco-friendly home decor solutions [15][20]