这是姚顺雨的十年。从17岁到27岁，他用十年活成了大众眼中"学霸流"小说中的男主模板。但在他看 来，他想做的就两条线——简单通用的方法、有实际价值的任务。"这些任务往往是如何在真实数字世 界创造新的价值。这是一块处女地，是一个巨大的宝藏。我只是恰好挖掘到了一些东西。"姚顺雨说。 2015年，以安徽省理科第三名的成绩考入清华大学交叉信息研究院"姚班"；2019年，远赴美国普林斯顿 大学深造，专攻自然语言处理与强化学习；2024年，加入OpenAI，为其首批智能体产品Operator、Deep research的开发作出了核心贡献；2025年，出任腾讯首席AI科学家，同时兼任AI Infra部及大语言模型部 负责人，掌舵腾讯AI基础设施与大模型研发的核心业务。 在姚顺雨刷屏的这几天，我们接收到了不少关于他的信息：16岁拿到全国信息学奥林匹克竞赛（NOI） 银牌；在高考考场上睡着了，丢了十几分，错失"状元"；参与联合创办清华大学学生说唱社，在网易云 发布了20余首说唱作品；以最年轻入选者身份跻身《麻省理工科技评论》"35岁以下科技创新35人"中国 区名单…… 看起来像一个"对抗路"天才，但姚顺雨本人不这么想，回望来 ...

专题：第二十二届中国国际金融论坛 12月19日-20日，"第二十二届中国国际金融论坛"在上海举行，主题为：数字经济时代的智能金融生态 构建。中国工商银行软件开发中心高级金融科技专家刘承岩出席并演讲。 刘承岩谈到，2025年被称为智能体元年，特别随着GPT5、千问3等为代表的大模型超级应用的正式发 布，标志着头部科技企业大语言模型训练已近尾声，大模型已经成为数智时代的新型基础设施，企业进 入了大规模智能产品化的新阶段。 他提到，企业要高质量推进AI➕行动，需要加快推进IT架构从云原生架构向数智原生架构演进，形成 集算力，数据，算法，策略，应用于一体的数智原生架构，为企业大规模上线和运营智能体建设提供企 业级支撑和治理能力。"为了大规模推进智能体在我行的建设和应用，我们建成了面向全机构、全组 织、全员工的智能体平台，实现了全行全员AI创新应用的普惠。" 在他看来，2026年企业进入智能体大规模建设和应用阶段，要实现智能体在企业的高质量深化应用，有 六个方面的挑战企业要重点解决： 一是算力方面，重点要解决异构算力融合、训推一体、算力池化和调度等重点工作，夯实算力底座，实 现算力的集约化应用。 二是算法方面，企业要构 ...

鹭羽 发自 凹非寺 量子位 | 公众号 QbitAI 毋庸置疑！2025年title属于 「Agent元年」 。 要说Agent这把火，一直从年初烧到了年末—— 先是Manus，再到最近的豆包手机……Agent已然成为全行业的关注焦点。 而回顾这一年，也是 Agent从技术萌芽，走向工程化落地的关键一年 。 于是乎，量子位趁热打铁攒了场局，邀请来两位行业大拿——Dify开源生态负责人 郑立 和腾讯云云原生产品副总经理 于广游 做客，聊一聊 他们眼里Agent落地过程中的挑战、机遇和未来： 两位嘉宾还给出了一个高度一致的判断： 在智能体落地过程中，Agent Infra是关键一环。 郑立 ：其实这一年Agent发展吧，我能感受到就是 大传统和小传统 之间的鲜明张力。 大传统其实就比如说来自硅谷那些的宏大叙事，他们会许诺用全自动智能体取代白领，逻辑完美但实际落地的时候会有些水土不服。 那从小传统来看，会充满一些烟火气，比如我看到义乌商家使用AI自动回复客户，还有比如独立开发者会用工作流进行代码评审。 下面一起跟随量子位的视角，看看他们具体都说了些什么，知识密度之高，不要轻易眨眼。 从年初硅谷的宏大叙事，Agent ...

Core Viewpoint - The article discusses the intensified competition among major tech companies in the AI sector as they launch new products and models towards the end of the year, marking a significant shift in the AI landscape [2][14]. Group 1: Major Product Launches - Alibaba launched the "Qianwen" app, based on its large model "Tongyi Qianwen," which is seen as a direct competitor to ChatGPT, featuring strong multilingual capabilities and a real-time translation function covering 119 languages [4][5]. - Ant Group introduced the "Lingguang" app, which emphasizes efficiency by allowing users to generate interactive applications in 30 seconds using natural language [4][5]. - Both apps quickly gained traction, with Qianwen reaching the top three in the App Store within two days and Lingguang surpassing two million downloads in six days [7]. Group 2: Competitive Landscape - ByteDance's "Doubao" launched a new AI phone assistant that integrates large model capabilities directly into hardware, allowing for complex cross-application tasks with simple voice commands [8][10]. - DeepSeek released two new models, DeepSeek-V3.2 and DeepSeek-V3.2-Speciale, aiming to enhance reasoning capabilities and cater to complex tasks, positioning itself as a competitor to Doubao [12][13]. - The competition among these companies has reached a "white-hot" level, pushing the domestic AI market to new heights [14]. Group 3: External Influences - The article highlights the influence of Silicon Valley, particularly the release of OpenAI's GPT-5.1 and Google's Gemini 3.0, which set new benchmarks for AI capabilities and prompted responses from domestic companies [16][20]. - Google's Gemini 3.0 was noted for its comprehensive upgrades and received positive feedback from industry leaders, indicating a shift towards a more collaborative AI platform [21][23]. Group 4: Strategic Timing of Releases - Major tech companies tend to launch significant AI models at the end of the year to maximize media exposure and public attention during a quieter news cycle [30][32]. - This timing allows companies to leverage the holiday season for increased visibility, as seen with the launch of ChatGPT, which coincided with the Thanksgiving to Christmas period [33]. - The end-of-year releases also serve as a strategic move for companies to define their capabilities and set competitive standards for the upcoming year [39][40]. Group 5: Future Implications - The article suggests that the current competition is shifting from merely releasing models to building comprehensive AI ecosystems that integrate model capabilities, product forms, and commercial viability [46]. - The outcomes of these year-end launches are expected to shape the future landscape of AI, indicating a new phase in the global AI race [47].

最近一个月以来，AI大模型领域的火药味明显变浓了。Google与OpenAI这两家长期占据行业头部位置的玩家，几乎将产品迭代发布节奏压缩到"以周计 算"。上一代AI模型尚未站稳脚跟，下一轮更新便已接踵而至，正面碰撞不断。 最新的一击，来自Google。 几乎在同一时间轴上，另一边的OpenAI也不甘示弱。 在自家的新一代产品GPT-5.1正面迎战Google Gemini 3却处于下风之后，OpenAI内部迅速进入了应急状态。12月2日，据外媒披露，OpenAI CEO山姆·奥特 曼在一份发给员工的内部备忘录中明确表示，公司已进入"红色代码（Code Red）"紧急状态。 这一状态下，OpenAI的资源和注意力被重新拉回到最核心的产品——ChatGPT本身。OpenAI应用总监菲吉·西莫随后证实，这一"警报"直接加速了GPT-5.2 的发布节奏。 于是仅仅一周后，OpenAI十周年之际，GPT-5.2火速上线，并一次性推出了三个版本——Instant、Thinking、Pro。 北京时间12月18日凌晨，Google官宣Gemini 3 Flash正式发布，这是Gemini 3系列中速度最快、性价比最高的模型 ...

Core Insights - The core initiative is the launch of the "Artificial Intelligence Agent Engineer Standard and Certification System" by 360 Digital Security Group, aimed at addressing the talent shortage in the AI industry and promoting high-quality development [1][5]. Group 1: Industry Context - The AI industry is entering the "Reasoning Year" and "Agent Era," with agents increasingly penetrating various sectors such as security, finance, and healthcare, leading to a consensus on "All in Agent" [3]. - The shift in enterprise organization from "human-centered" to "agent-centered" highlights the growing importance of AI talent as a core competitive advantage for businesses [3]. Group 2: Talent Development - There is a significant gap in composite talent that possesses both technical development skills and business implementation thinking, which is seen as a major bottleneck for industry growth [3]. - The new certification system is designed with a tiered structure, including "Agent Engineer, Senior Agent Engineer, and Agent Expert," focusing on both technical and business capabilities [5]. Group 3: Implementation and Collaboration - The certification system will be supported by the NITE Standardization Committee's Artificial Intelligence Agent Technology Professional Committee, ensuring authoritative certification through a "one exam, dual certificate" approach [5]. - 360 Digital Security Group aims to collaborate with more enterprises and educational institutions to build an AI talent cultivation ecosystem, promoting the implementation of agent engineer standards [6].

Group 1 - The core focus of the 2026 Annual Conference is on the impact of artificial intelligence (AI) from technological breakthroughs to societal reconstruction, exploring how embodied intelligence drives industrial transformation and seeks paths for AI to align with low-carbon goals during the critical period of the "14th Five-Year Plan" [2][3] - The conference features prominent guests including Terrence Sejnowski, a member of the National Academies of Sciences, Engineering, and Medicine, and Xue Lan, Director of the National New Generation Artificial Intelligence Governance Professional Committee [3] Group 2 - Insights from the industry highlight how breakthroughs in AI models in 2026 will reshape investment logic in computing power, applications, and aerospace computing, with models like DeepSeek driving advancements in China [5][6] - The long-term improvement in the A-share market environment is expected to stem from a decline in interest rates and increased liquidity, with the CSI A500 index providing balanced industry allocation and core asset selection [8] Group 3 - The 2026 Annual Strategy Conference will focus on the restructuring and opportunities in cyclical industries under the "anti-involution" policy, discussing how construction materials can accelerate clearing at the bottom, and how new chemical materials can benefit from supply-demand improvements [10] - The investment outlook for 2026 emphasizes resilience and rebalancing, with global investment patterns influenced by geopolitical uncertainties and expectations of interest rate cuts by the Federal Reserve, alongside China's fiscal policies potentially boosting economic growth [13][14]

Core Insights - The era of artificial intelligence (AI) driven by intelligent agents is accelerating, leading to the evolution of cloud architecture from traditional IaaS, PaaS, and SaaS models to a model-centric AI cloud-native architecture [1] - In this new architecture, models become the core of software, and Model as a Service (MaaS) is identified as the optimal way to utilize these models [1] Group 1: AI Cloud Architecture - The traditional IT architecture is becoming ineffective as the AI era progresses, necessitating a shift to a model-centric cloud-native architecture [1] - The new architecture focuses on intelligent agents, with cloud platforms and middleware assembling tokens into intelligent agents for seamless communication [1] Group 2: Product Launch and Performance - Volcano Engine launched two new models: Doubao Model 1.8 and Doubao Video Generation Model 1.5 Pro, optimized for multi-modal intelligent agent scenarios [2] - The Doubao model family is now ranked among the top globally in multi-modal understanding and generation capabilities, with a daily token usage exceeding 50 trillion, making it the leading model in China and third globally [2] Group 3: Cost Reduction Initiatives - To reduce model usage costs for enterprise users, Volcano Engine introduced the "AI Savings Plan," which includes tiered discounts for all pay-as-you-go model products [2] - Users can save up to 47% on usage costs as their consumption increases under this new pricing model [2]

国内大模型公司，正在率先走到IPO 的门口。 12 月 17 日，腾讯新闻《一线》从多个信源处获悉，"AI 六小龙"中的 MiniMax 与智谱 AI，已于本周初完成 中国证监会备案，并参与了港交所的上市聆讯。 其中，MiniMax 早在今年 6 月便已通过"秘交"方式向港交所递交上市申请。 在内地企业赴港上市转为"报备制"之后，这两家公司可能是过聆讯节奏最快的一批案例。按照目前的安 排，MiniMax 计划于 2026 年 1 月在港挂牌上市。 回顾智谱IPO的时间线，其实相当紧凑。 这一进度，本身已释放出一个清晰信号： 上市对它们而言，不是可选项，而是一件需要尽快完成的事。 而从资金层面看，这种选择并非源于"缺钱"。作为国内大模型领域的头部玩家，智谱与 MiniMax 都已获得 相当充足的资本支持。 截至目前，智谱已完成了第16笔融资，最新估值约 400 亿元人民币；MiniMax虽融资轮次略少，但也已完成 7轮融资，估值接近300亿元。 无论是融资资源，还是商业路径，智谱与MiniMax 都代表着大模型赛道中两种截然不同的解法。而就在上 市前的一年里，智谱又经历了幅度不小的战略收敛与团队调整。 在资本市 ...

Core Insights - The article highlights Tencent's strategic shift in AI, marked by the appointment of Yao Shunyu as Chief AI Scientist, indicating a significant elevation of AI within the company's priorities [1][5][10] Group 1: Company Strategy - Tencent's organizational adjustments and key personnel appointments reflect an intensified focus on AI strategy, especially in response to competition from ByteDance and Alibaba [3][4] - The appointment of Yao Shunyu, a former OpenAI researcher, is seen as a move to replicate a latecomer strategy in the AI field, elevating AI from a support function to a central strategic role within Tencent [5][9] Group 2: Yao Shunyu's Background and Vision - Yao Shunyu's credentials include being a Princeton PhD and a member of the "Yao Class" from Tsinghua University, which positions him as a leading figure in AI innovation [5][8] - He has articulated a vision for AI's evolution, suggesting that the competition has shifted from model intelligence to defining tasks and assessing value, emphasizing the importance of practical applications [7][8] Group 3: AI Development Focus - Tencent's AI strategy under Yao Shunyu aims to bridge the gap between research and application, with a focus on enhancing foundational model capabilities while leveraging strengths in 3D generation and physical simulation [10][12] - The integration of AI into WeChat is seen as a significant opportunity, given its vast user base and complex social relationships, which could serve as a fertile ground for developing AI agents [10][12] Group 4: Ethical Considerations and Challenges - The article notes the ethical challenges and commercial conflicts that AI will face as it becomes more integrated into daily life, highlighting the need for Tencent to establish rules around AI rights and responsibilities [14][15] - The successful commercialization of AI technology hinges on building trust among users, partners, and regulators, which is critical for overcoming barriers to adoption [15]