Group 1 - The rapid development of the digital economy in China has created new talent demands, necessitating cross-field collaboration to innovate in digital talent cultivation [1] - High-quality digital talent is crucial for driving technological innovation and industrial upgrades, with a focus on building a collaborative ecosystem for data talent development [1] - The transformation of digital talent training is urgent due to the industrial changes brought about by generative artificial intelligence, requiring a new model of "AI + education" [1] Group 2 - Digital leading talents are expected to be "watchers" of the times, "strategic designers" for resource optimization, and "operators" for technology industrialization [2] - There is a strong emphasis on cultivating composite digital talents to enhance China's international competitiveness in the global digital economy [2]

"模速空间"展厅内的产品。 本报记者 谢 雨摄 刘益东在介绍企业情况。 本报记者 田 泓摄 在这里，首创企业备案奖励与算力叠加补贴，入驻企业最高可享受100%的租金减免，仅算力成本一项 就降低40%。更重要的是，园区主动搭建场景对接平台，联合上海市国资委举办了上百场供需对接会， 将初创企业直接"送入"产业链核心环节。 "'模速空间'就像是人工智能产业应用场景的大超市，我们在这里找到技术落地的方向。"刘益东带记者 参观公司的"一方天地"：20余人的创业团队平均年龄30岁，80平方米的开放办公区，企业高管与员工并 肩而坐，可以随时讨论研发中出现的问题。 "每天都会有不同的企业和单位推开这扇玻璃门，在研讨中，我们总结出共性需求，开发出大模型，进 而在交流中收集市场反馈，一次次完善。"刘益东说，蜜巢大模型已推出多个标准产品，广泛应用于城 市治理、智能办公、智能客服、智能营销等领域。 在这里，"上下楼就是上下游""邻居就是合伙人"。 "模速空间"外景。 "模速空间"供图 白板上，画着各种思维导图和技术路线；沙发区、茶水间、会议室，走几步就是交流空间；电子屏上预 告着最新一周的沙龙主题，从行业动态、营销辅导到资源对接…… ...

Core Insights - The article emphasizes the transformative impact of artificial intelligence (AI) on the digital music industry, highlighting its role in reshaping creation, distribution, and consumption models [1][2][3] Group 1: AI's Role in Digital Music - Generative AI is deeply integrated into the entire digital music industry chain, enhancing music creation efficiency, personalization, and value addition [2] - AI music creation platforms, such as Amper Music, can automatically generate melodies, harmonies, and rhythms based on user preferences, significantly improving creative efficiency [2] - AI systems explore connections between different music styles, enhancing artistic quality and aesthetic value, as demonstrated by Sony's Flow Machines system collaborating with musician Benoît Carré [2] Group 2: Regional Advantages in Digital Music - The Yangtze River Delta region is emerging as a global hub for digital music, leveraging its cultural heritage, economic vitality, rich artistic resources, and active technological innovation [3][4] - Major online music platforms, like NetEase Cloud Music, have established a strong presence in the region, with 206 million monthly active users and approximately 4.35 billion yuan in online music service revenue as of 2023 [4] - The region hosts two of the five national music industry bases in China and the first national online audio-visual industry base, underscoring its leadership in resource integration and industry ecosystem development [4] Group 3: Capital and Policy Support - The Yangtze River Delta region is fostering digital music enterprises through cultural industry investment funds and supportive government policies [5] - Investment funds focus on cultural creativity and digital media, providing strategic investments to bolster the growth of digital music companies [5] - Various government initiatives aim to create a favorable environment for digital music development, encouraging the integration of quality content with digital technology [5] Group 4: Talent and Market Demand - The region benefits from a robust talent pool, with institutions like Shanghai Conservatory of Music and Nanjing University of the Arts supplying skilled professionals [7] - Rising disposable income and consumer spending in the Yangtze River Delta contribute to a large and financially capable digital music user base [8] - The region's users lead in spending on subscription services, digital album purchases, and music live-streaming, indicating a strong market demand for digital music products [8] Group 5: Strategic Development Initiatives - To further advance, the region should focus on brand building and leveraging AI technology for content innovation [9][10] - Integrating regional resources to enhance brand recognition through international-level digital music events and forums is essential [9] - Strengthening cross-industry collaboration with sectors like film, gaming, and tourism can create diverse applications and business models [9] Group 6: Talent Ecosystem and Innovation - Collaborative training programs between universities and industry players are crucial for developing versatile talent in the digital music sector [10] - Establishing a multi-layered talent ecosystem will attract top talent and foster continuous innovation in the industry [10] - Breaking down disciplinary barriers by integrating music, computer science, and AI education can cultivate innovative creators and technical experts [10] Group 7: Enhancing Artistic Spaces - Transforming old factories and historical districts into music creative parks can enrich the cultural landscape of the region [11] - Utilizing technology like VR and AR can enhance audience engagement and redefine performance experiences [11] - Creating diverse performance venues in public spaces can foster a vibrant music culture throughout the region [11] Group 8: Policy Coordination and Regional Collaboration - Shanghai can implement policies to attract leading global digital music companies, while other cities can focus on specific industry strengths [12] - Establishing a regional digital music development fund can facilitate resource integration and collaborative innovation across the Yangtze River Delta [12]

谷歌在AI聊天机器人中嵌入广告 谷歌的广告网络已经开始在聊天机器人的对话流程中展示广告——这是谷歌母公司Alphabet为了保持其 在数字广告领域的优势，在生成式人工智能兴起之际所采取的措施之一。今年早些时候，传统上在搜索 结果和网站边缘显示广告的谷歌AdSense网络已经扩展到包括与人工智能初创公司运营的聊天机器人的 对话。据知情人士透露，谷歌在去年和今年早些时候与几家初创公司（包括人工智能搜索应用iAsk和 Liner）进行了测试后做出了这一决定。 ...

Group 1 - The core viewpoint of the article highlights the significant growth in Tongfang Co., Ltd.'s data resources, which increased by 61% to 93.44 million yuan compared to the initial disclosure in the semi-annual report [1] - Tongfang's total revenue for 2024 reached 16.802 billion yuan, with a net profit attributable to shareholders of 141 million yuan, marking the first profit after four years of losses [4] - The main revenue source for Tongfang is nuclear technology applications, generating 6.376 billion yuan, accounting for nearly 40% of total revenue, with a gross margin of 32.94% [5] Group 2 - The digital information business of Tongfang, driven by knowledge services, big data, industrial internet, and generative AI technology, reported revenue of 3.936 billion yuan, with a gross margin of 32.73%, the second highest among its five main business segments [5][11] - Tongfang's subsidiary, CNKI, holds nearly 380 million literature resources and has faced frequent copyright disputes, including issues related to authors needing to pay fees to download their own papers [11][12] - The current copyright model of CNKI involves indirect authorization through agreements with journal publishers, which has led to legal challenges regarding the rights of authors [12][14] Group 3 - The market regulatory authority investigated CNKI for abusing its dominant market position in the Chinese academic literature database service market, resulting in a fine of 87.6 million yuan based on 5% of its 2021 sales in China [14] - The "three rights separation" framework established by the "Data Twenty Articles" indicates that data ownership, processing rights, and product operation rights are now distinct, with CNKI primarily holding processing and operational rights rather than ownership [16]

为更好地对母基金在中国资本市场里所发挥的重要作用进行系统研究，发挥政府出资产业投资 基金等的资源和战略优势，加强政府对社会资本的管理和引导，促进社会资本流向创新创业型 企业和实体经济，推动中国投资行业特别是母基金行业的健康发展， "中国国际科技促进会母 基金分会"（简称"科促会母基金分会"）成立。科促会母基金分会领导班子所在机构及参会机 构共 8 2 家，科促会母基金分会于每周二更新相关机构的一周资讯。 【内容提要】 1 .这支国家级母基金又出手了 7 . 上海交易集团一行来绍考察调研 近日，江夏科投集团联合知名投资机构国投创业，共同完成对无锡智现未来科技有限公司（以 下简称 "智现未来"）的A轮投资，本轮总投资规模超亿元人民币。此次投资通过江夏区创业投 资基金直投，资金将用于进一步强化智现未来在设备监测、分析建模、工艺控制、良率改进等 方面的领先优势，重点推进生成式人工智能技术在半导体制造全流程中的应用落地和范式创 新，并助力国产半导体生态的协同优化。 8 . 国投集团所属国经环保基金公司与中国航发集团航发基金公司开展业务交流洽谈 智现未来为泛半导体制造产业提供良率、生产效率和产出的全面管理，主要产品包括经 ...

NO.1 赛力斯向港交所递交上市申请 4月28日，港交所文件显示，赛力斯集团股份有限公司向港交所提交上市申请书。今年3月底，赛力斯就宣布拟赴港上市，其彼时表示，发行H 股股票并上市是为了深入推进全球化战略布局，打造国际化资本运作平台，提高综合竞争力。H股募资将用于新能源汽车技术研发、海外市场 拓展及供应链优化。 点评：此次赴港上市旨在打造国际化资本运作平台，提高综合竞争力。H股募资将用于新能源汽车技术研发、海外市场拓展及供应链优化，这 将有助于赛力斯在全球新能源汽车市场中占据更有利的位置。 NO.2 昭衍新药一季度业绩同比扭亏为盈 4月28日，昭衍新药（HK06127，股价15.26港元）公布2025年第一季度业绩，公司实现营业收入约2.87亿元，同比减少11.54%；归属于上市公司 股东的净利润约4111.95万元，同比扭亏为盈；基本每股收益0.05元。公告称，净利增长主要系上年同期生物资产公允价值变动损失较多所致。 点评：尽管昭衍新药一季度营业收入有所下降，但净利润实现扭亏为盈，主要得益于上年同期生物资产公允价值变动损失的减少。这表明公司 在成本控制和运营效率方面取得了一定成效。 NO.3 耀才证券金融复 ...

Core Insights - The advertising and marketing industry is undergoing transformation due to the rapid development of generative artificial intelligence (AI), with Beijing BlueFocus Data Technology Group Co., Ltd. (BlueFocus) leading the way in this shift towards an AI-driven business model [2][3]. Business Model Transformation - The current breakthroughs in AI large models are primarily in text models, while multimodal and video models are still in early stages, lacking large-scale intelligent emergence [3]. - China has made significant progress in the large model field, particularly in computational infrastructure and video models, establishing a global competitive advantage [3]. - Traditional marketing models are expected to face increasing competition and budget constraints, while companies embracing AI and accumulating data assets will differentiate themselves significantly in the next two to three years [3][4]. AI-Driven Revenue Growth - BlueFocus's "AllinAI" strategy initiated in 2023 has led to AI-enabled revenue of 108 million yuan, primarily from text content creation and data insights, which is projected to grow to 1.2 billion yuan in 2024, expanding into content generation, video production, and AI marketing automation [5][6]. - The company has deployed over 100 AI agents for various functions, with a focus on high AI concentration, high gross margins, and data accumulation for continuous AI learning [5]. Globalization Strategy - Starting in 2024, BlueFocus will implement a "Globalization 2.0 Strategy," emphasizing technology and AI-driven capabilities, with local offices established in nine countries, some of which are already profitable [6][7]. - The company aims to maintain its leading position in cross-border marketing, optimize market structure and gross margin, and expand its overseas presence by adding 3 to 5 local offices, particularly in Southeast Asia and emerging markets in Europe and South America [7].

《商道创投网》2025年4月28日从官方获悉：半导体工程智能系统企业无锡智现未来科技有限公司（以 下简称"智现未来"）近日完成了数亿元A轮融资。本轮融资由国投创业、梁溪科创母基金（博华资本） 联合领投，武汉江夏科投跟投。 《商道创投网》创业家会员·单位简介 智现未来是一家专注于半导体工程智能系统（Engineering Intelligence）的高科技企业。公司深耕半导体 制造领域20余年，凭借其多模态大模型驱动的工程智能系统解决方案，为高端制造业提供生产过程的工 程管理、产品管理以及设备智能化赋能。其核心业务涵盖设备监测、分析建模、工艺控制和良率改进等 方面，服务超过180家半导体标杆客户。公司通过"大模型+"产品应用，助力制造业转型升级，打破国际 巨头在工程智能领域的技术垄断。 《商道创投网》创业家会员·本轮融资用途是什么？ 智现未来董事长兼CEO管健博士表示，本轮融资将用于进一步强化公司在设备监测、分析建模、工艺 控制、良率改进等方面的领先优势，重点推进生成式人工智能技术在半导体制造全流程中的应用落地和 范式创新。同时，公司将助力国产半导体生态的协同优化，为客户创造更多价值。 《商道创投网》创投家会员 ...

华西证券（002926）发布研报称，在全球生成式人工智能高速发展驱动下，数据量与算力需求激增推动 光模块加速向800G/1.6T升级。国内头部光模块厂商2024年及2025Q1财报显示收入及净利润持续高增， 印证行业高景气。尽管市场担忧DeepSeek等技术降低算力成本可能抑制需求，但短期算力芯片升级、 大模型竞赛加剧供需紧张，中长期AI应用(如具身智能)仍处爆发初期，支撑光模块长期增长逻辑。叠加 地缘政治催化国产算力建设提速，行业具备业绩支撑与估值修复空间。 华西证券主要观点如下： 光模块业绩高速增长，国内云厂商算力投资加速 伴随生成式人工智能快速发展，全球数据总量与算力规模保持着高速增长态势，光模块市场向 800G/1.6T演进。 该行认为，算力需求在过去两年受益于算力芯片催生一波跳跃式需求增长，而短期供应紧缺、大厂大模 型"军备"竞赛加剧供需紧缺。中长期看AI应用仍处于极早期，包括具身智能在内的众多AI+应用场景仍 有巨大空间。作为算力集群拓展的基础组件，光模块行业仍然具备高增长能力。 短期内，考虑全球地缘政治冲突、关税贸易冲突等一系列不确定性影响下，国产算力建设加速对国内市 场需求有望提振。 光模块作 ...