本报讯 （记者何文英）5月11日，全球权威商业媒体《福布斯》揭晓"2025年人工智能科技企业50强"榜单，湖南地区智慧 眼科技股份有限公司（以下简称"智慧眼"）凭借其在医疗人工智能领域的技术实力与产业落地成果入选。 据悉，此次"2025福布斯中国人工智能科技企业TOP50评选"活动，根据技术创新能力、市场表现、成果应用及实际影响、 团队与文化、投融资情况、长期愿景和战略规划等多个维度进行综合考评，旨在展示人工智能领域取得斐然成绩的标杆企业及 人物，并分享他们的成功模式和发展路径，智慧眼作为医疗AI赛道入选，也是湖南地区仅有的一家入选企业。 榜单显示，在行业特征上，技术导向型企业占比约40%，在机器学习、深度学习等领域成果丰硕；应用导向型企业占比约 60%，将AI技术与医疗、金融等行业深度融合，创造巨大商业与社会价值。 在大模型领域，包括智慧眼在内有11家企业入选，22%的占比成为核心赛道和行业主导地位，生成式AI已实现从实验室到 商业化的跨越与突破；具身智能（14%）和内容创作（12%）占比分列第二、三位，具身智能和AIGC应用逐步进入落地阶段； 医疗、金融、芯片均占8%，凸显AI在垂直行业的价值与国产硬科技 ...

Core Insights - OceanBase is transitioning to become an integrated data foundation for the AI era, driven by market demand and existing technological capabilities [4][6][14] - The global big data IT investment is projected to reach approximately $354 billion in 2024, with a compound annual growth rate (CAGR) of 16.8% expected to reach nearly $644 billion by 2028 [2] - By 2028, China's big data IT spending is anticipated to be $62.17 billion, accounting for about 10% of the global market, with a remarkable CAGR of 24.9% [2] Company Overview - OceanBase, founded in 2010, is a leading integrated distributed database company in China, having commercialized its operations under Ant Group since 2020 [3] - The company has supported over 2,000 clients across various sectors, including finance, government, telecommunications, retail, and the internet, in upgrading their critical business systems [3] Strategic Developments - In April 2025, OceanBase's CEO announced a strategic shift towards AI, emphasizing the creation of a "DATA×AI" core capability and an integrated data foundation for the AI era [3][4] - The company is enhancing its talent and organizational structure to support this strategic transition, appointing its CTO as the head of AI strategy and establishing new departments focused on AI [3][4] Technological Challenges and Solutions - OceanBase aims to address the complexities of data types and scales in the AI era, moving beyond traditional structured data to include unstructured data such as images, text, and videos [4][6] - The company recognizes the challenges posed by data fragmentation and the need for innovative solutions to enhance data processing capabilities [4][8] Upcoming Initiatives - OceanBase plans to unveil AI-related database products and capabilities at its upcoming developer conference, focusing on integrated data processing and vector database enhancements [10] - The company will also introduce RAG services to help enterprises combine their proprietary data with public data models for greater business value [10] Future Vision - OceanBase envisions itself as a leading integrated data foundation in the AI era, emphasizing the importance of continuous innovation and ecosystem development to meet evolving market needs [13][14] - The company aims to maintain its focus on data processing, adapting to the increasing complexity and volume of data in the AI landscape [13][14]

Summary of Conference Call Records Companies and Industries Involved - **Companies**: 中芯国际 (SMIC), 华虹半导体 (Huahong), 联想科技 (Lenovo) - **Industry**: Semiconductor Industry, AI Solutions Key Points and Arguments 中芯国际 (SMIC) - **Q1 Revenue Growth**: Revenue growth in Q1 was below expectations, but shipment volume increased by 15% year-on-year, benefiting from improved capacity utilization [1][9] - **ASP Decline**: Average Selling Price (ASP) decreased by 9% due to maintenance affecting yield, with tariff impact being minimal at about 1% of revenue [1][11] - **Long-term Outlook**: Despite short-term yield issues with domestic equipment, the trend towards localization remains strong, with core equipment stocks expected to grow around 30% [1][7] - **Market Position**: SMIC's ASP decline was the largest in the global foundry industry, while TSMC's guidance remains conservative [1][21] - **Future Capacity**: An additional 50,000 wafers of capacity are expected to be added this year, with ASP anticipated to rebound in Q3 [13] 华虹半导体 (Huahong) - **Q1 Performance**: Revenue met expectations, but Q2 guidance is weak with only 3.5% growth anticipated [1][12] - **Margin Pressure**: Gross margin fell to 9.2% due to weakening ASP and depreciation from new facilities [1][12] - **Acquisition Plans**: Huahong plans to acquire 华力五厂 (Huahong's fifth factory) to address competitive issues [1][12][15] - **Future Growth**: Expected growth rates are 8.2% for 2025 and 13.1% for 2026, with a target price indicating over 50% upside potential [16] 联想科技 (Lenovo) - **AI Transformation**: Lenovo emphasized its transition to an AI-driven solutions provider, launching products like 天睿 (Tianrui) and 联想乐享 (Lenovo Lexiang) [3][25] - **Financial Projections**: Expected revenue for FY 2024-2025 is over $68 billion, with a recurring profit of approximately $1.24 billion, maintaining double-digit growth [3][25] - **Global Strategy**: Lenovo's diversified supply chain and global presence enhance its resilience against risks, with a focus on physical AI applications [3][31][32] - **Product Launches**: New products include AI super agents and robots, showcasing Lenovo's commitment to AI integration in various sectors [27][33] Industry Trends - **Domestic Semiconductor Growth**: The trend of domestic semiconductor companies replacing foreign counterparts is expected to continue, particularly in the analog sector [1][6] - **Capacity Utilization**: Despite ASP pressures, capacity utilization rates are improving, indicating a potential recovery in demand [1][21] - **Investment Outlook**: Predictions indicate a 2% decline in capital expenditure for domestic manufacturers in 2025, with localization rates approaching 30% [19] Additional Insights - **Geopolitical Impact**: The geopolitical landscape is influencing the growth of domestic design companies, particularly in the analog chip sector [18] - **Market Valuation**: Current valuations for Chinese companies are more attractive compared to their US counterparts, with a PE ratio of 17 for Chinese giants versus 27 for US firms [8] - **Emerging Technologies**: The introduction of protocols like MCP (Model Communication Protocol) is crucial for enhancing AI model capabilities [28] This summary encapsulates the essential insights from the conference call records, highlighting the performance and strategic directions of the involved companies within the semiconductor and AI solution industries.

生成式AI 一、 OpenAI强化微调终于上线，几十个样本可轻松打造AI专家 1. OpenAI正式发布RFT(强化微调)功能，通过思维链推理和专属评分机制，可用极少样本快 速提升模型在特定领域的专业表现； 2. RFT主要应用于三大场景：指令转代码、文本精华提取、复杂规则应用，已有ChipStack 等多家公司取得显著成效； 3. 实施RFT前必须创建评估体系，需要明确任务定义和强化评分方案，避免模棱两可的任务 目标。 https://mp.weixin.qq.com/s/c7RfeoWNwh3NZDeuTCXXLw 二、 Gemini 2.5实现视频理解重大突破：一口气处理6小时视频 1. Gemini 2.5 Pro突破视频处理长度限制，通过低媒体分辨率技术可处理长达6小时视频， 在多个学术基准测试中创下新纪录； 2. 实现视频内容与代码无缝结合，能将视频直接转化为交互式网页应用、p5.js动画等创新应 用形式； 3. 具备精准的视频片段检索和时序推理能力，可实现复杂场景计数、时间戳定位等高级分析 功能。 https://mp.weixin.qq.com/s/FkaOacVuVCS7wzny5l1jFQ ...

当前，市场的焦点仍聚焦于贸易谈判进程。 过去一周，英美就关税贸易协议条款达成一致。全球市场情绪有所缓和，截至上周结束，美股实现连续 三周未出现超1%的下跌，较低位反弹近15%，不过大盘指数仍未重新站上关键的200日均线，观望情绪 依旧强烈。此前持续流入港股的南向资金在近一周也陷入观望模式，上周三、周四出现两日罕见的连续 净流出。 当前，华尔街的悲观情绪已经逆转，但各界仍抱着审慎乐观的态度。高盛G10外汇策略师Michael Cahill 表示，以英、美的贸易协议为例，双方都希望公布这项从2020年甚至2016年就开始酝酿的协议。对美国 总统特朗普团队而言，这协议"好谈"：一是大部分早就谈好了；二是美国对英国有贸易顺差。 美股情绪改善但仍受制于200日均线 早在4月初，"对等关税"给了美股当头一棒，标普500指数直接从6000点以上一路回调，4月7日狂泻至 4835点附近，美元资产被全球疯狂抛售。而特朗普推迟"对等关税"后，美股开始逆转。 高盛对冲基金业务负责人Tony Pasquariello提及，在关税、地缘政治的喧嚣中，生成式AI的发展被忽略 了。例如， 在各大科技公司一季度财报电话会上，微软披露其处理t ...

新华社深圳5月10日电 题：AI让零售业更"智慧"——第二十五届中国零售业博览会观察 新华社记者赵瑞希 记者从货架上拿起一个产品，货架上的屏幕立马开始介绍这个产品的功能、特点。记者还可以通过货架 上的话筒说出自己的需求，让货架帮忙寻找和推荐产品。"这个AI交互式货架相当于智能导购员，这个 产品已经在一些美妆店使用了。"契胜展台工作人员徐琼琼说。 从消费者行为的深度洞察到供应链的智能优化，从个性化营销的精准实施到客户服务的全面升级，AI 的应用正在重新定义零售业的各个环节。 中国连锁经营协会会长彭建真表示，从技术侧来看，零售企业依托智能硬件与AI技术，在供应链革 新、品类差异化打造中，构建独特的竞争力；从渠道端来看，线上线下全渠道融合已成趋势，线下门店 通过特色场景搭建升级为"体验高地"。 在AI技术加速渗透零售业的今天，零售门店正从传统"人货场"向"智能生态场"演进。从去年的点状分 布，到今年的全面开花，越来越多的AI+解决方案在零售业博览会现场亮相。聚焦零售技术革新，本届 博览会集中呈现了从智能硬件到全渠道整合，从供应链整合到体验消费、无人门店的行业前沿动态。 中国连锁经营协会名誉会长裴亮在本届博览会同期举 ...

京东认为，生成式AI正通过技术革新与场景落地，推动营销从"工具升级"迈向"生产力革命"。京东言犀以数字人、AI内容生成等技术为抓手，帮助企业构建 低成本、高效率、精准化的营销体系，助力品牌在智能化浪潮中实现生意增长与商业共识的达成。 新华财经杭州5月10日电（韦鹦曦）作为2025世界品牌莫干山大会的重要组成部分，以"AI赋能质领未来"为主题的2025新质生产力大会9日在浙江德清举办。 大会汇聚政企学研四方智慧，以人工智能为笔，以创新生态为墨，共绘新质生产力赋能高质量发展的时代画卷。京东科技言犀数字人及AIGC团队受邀出席 大会并作主旨发言。 京东认为，目前大模型发展已从单模态迈向多模态阶段，并结合京东实践阐述了生成式AI在降本增效、精准触达等领域的核心价值。 多模态数字人是生成式营销的重要落地场景。封君介绍说，数字人直播并非替代真人，而是通过可控化、规模化的人机交互降低AI使用门槛——其可自动 生成话术、控制节奏，尤其为中小商家节省人力成本。京东已与9000余家品牌合作数字人项目。数据显示，数字人技术显著降低开播试错成本，助力商家提 升GMV。 在内容创作领域，京东言犀也开启了诸多实践。一是文案生成：基于产品 ...

Core Insights - The establishment of the Von Neumann Research Institute at Hong Kong University of Science and Technology (HKUST) reflects a growing trend among universities to create AI-related research institutes, with at least nine notable institutions in China having done so in the past year [1][4][6] - The research institute will focus on five key areas: embodied intelligence, generative AI, advanced supercomputing, AI-driven healthcare reform, and the development of intelligent robotics [2][4] - The institute aims to train over 100 PhD students and enhance collaboration between academia and industry [2][4] Summary by Sections Establishment of AI Institutes - HKUST's Von Neumann Research Institute is the latest addition to a wave of AI institutes established by universities, with at least nine notable institutions launching AI-related programs since April 2023 [1][4] - Other universities, including Tsinghua University and Shanghai Jiao Tong University, have also established AI institutes focusing on various aspects of artificial intelligence [4][6] Research Focus and Goals - The Von Neumann Research Institute will concentrate on integrating technologies such as embodied intelligence and generative AI, aiming for breakthroughs in key areas like multi-modal AI systems and trustworthy AI [2][4] - HKUST's goal is to accelerate the transformation of research outcomes into practical applications, particularly in critical fields [2][4] Industry Collaboration and Startup Ecosystem - The close relationship between academic research and the AI industry has led to the emergence of numerous startups, with many founders being university professors [6][9] - HKUST has a history of fostering startups, having incubated over 1,800 companies, including four unicorns, benefiting from its proximity to the Greater Bay Area [9] Characteristics of Hong Kong's AI Ecosystem - Hong Kong's research ecosystem is characterized by a decentralized approach, with many small but specialized companies emerging rather than large-scale projects [8] - The region's unique position allows for collaboration with nearby cities, enhancing the potential for startup growth [9]

百图生科技术副总裁张晓明（图片来源：受访者提供） 新药研发是人类发展中极具风险和复杂度、耗时最漫长的技术研究领域之ー。 今年1月，英国《自然》杂志子刊《自然医学》（Nature Medicine）发表的一篇论文显示，平均而言， 新药的研发投入约26亿美元，可能需要耗时12-15年，但不幸的是，即使在临床试验阶段，新药的成功 率也低于10%。 上述论文认为，新药研发复杂的原因在于，传统药物研发依赖于药物开发人员的经验和反复试验，尤其 寻找潜在候选药物需要探索的化学空间之大，而且监管要求非常严格，满足安全性、有效性和质量标准 可能是一项耗时且成本高昂的工作。因此，为了克服这些挑战，科学家们一直在积极探索新技术和新方 法，以改进药物开发流程。 如今，AI 技术的出现，尤其是大模型在内的生成式AI技术，融入药物开发流程——靶点识别、药物发 现、临床研究等，有望重塑传统药物研发模式，从而有效提升药物研发效率。 最新数据显示，目前全球已经有3800家企业、4900家投资机构入局AI生物领域，相比四年前笔者发表 的《AI何以成"药神"》深度文章中提到入局的300家企业、880家投资机构，分别增长了1166.7%、 456. ...

AI代理的概念及其在金融领域的发展 －应用于财富管理的潜力－ 作者：野村资本市场研究所 坂上 聖奈 要点 1. 随着大型语言模型在自然语言处理领域取得显著突破，AI代理受到了广发关注。例如，摩根 士丹利在2025年至2027年中长期经营计划中指出，AI代理的潜力是其技术战略的一个重点领域。 2. 简而言之，AI代理就是一种能够自主决策的AI模型。本文以穆迪和Coinbase为例，介绍AI代 理的应用。尽管两家公司根据其业务战略对AI代理的应用采取了不同的方式，但在增强AI自主性方 面却有着共通之处。 3. 穆迪将AI代理视为强化现有服务的工具，通过数据驱动的决策效率来提升客户体验。另一方 面，Coinbase则将AI代理定位为区块链交易的手段，旨在通过交易的自动化和自主化来提升客户体 验，甚至改变经济活动的性质。 4. 随着客户需求的多样化、依赖特定人员的业务流程优化、以及降低人力和成本等因素的驱使 下，金融机构对AI代理的需求在不断扩大。在财富管理业务中，AI代理的应用也被认为是一个重要 的候选方向。具体包括：（1）为客户提供最佳投资建议以实现特定的财务目标；（2）提升托管服 务水平；（3）扩大数字资产交易 ...