以下文章来源于盐财经 ，作者张旦珺 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 争抢人才。 盐财经 . 作者 | 张旦珺 来源 | 盐财经 （ID：nfc-yancaijing） 市场对寻求AI人才的渴望，到了按图索骥的程度。 晚点latepost曾在报道中记录过这样一个细节：当一位投资人循着AI论文上的名字一个 个去拜访时，发现他们此前都与张一鸣单独见过面，其中包括尚未毕业的博士生。 这是一个信号，意味着互联网大厂正在使用它们的最大能量挖掘AI领域的人才。 不只是顶尖精英，对于任何一个处于快速爆发期的行业来说，支撑业务落地的基础岗位 员工也会成为争夺的焦点。2月中旬，阿里巴巴AI To C业务开启大规模招聘，开放岗位 达到数百个；几乎在同一时间，腾讯旗下AI助手腾讯元宝开启"热招"。 腾讯元宝开启"热招" /图源：腾讯招聘 当焦灼、激烈、残酷的AI竞赛发生时，属于个人的机会就出现了——各大公司率先捧出 的招聘诚意，就是薪资。 今年农历新年之初，超级独角兽DeepSeek就曾因高薪招人引发了大量关注。 根据DeepSeek母公司幻方量化发布的招聘信息，所有招聘岗位年薪均至少约50万元， 部分岗位如深度学 ...

Investment Rating - The report indicates a shift from strong beta to strong alpha in the computer industry, suggesting a focus on sectors with significant growth potential such as AI applications, cloud computing, and domestic innovation [4][6][7]. Core Insights - The report emphasizes the importance of AGI (Artificial General Intelligence) expectations, highlighting that the release of Manus has intensified market interest in AGI, which could lead to a significant evolution in technology companies and AI applications [7][8]. - The RISC-V open-source ecosystem is rapidly developing, with a projected compound annual growth rate (CAGR) of over 40% for RISC-V based SoCs, expected to reach 20 billion units by 2024 and over 200 billion by 2031 [9][11]. - The report suggests focusing on companies within the RISC-V ecosystem and those involved in AI, cloud computing, and domestic innovation, such as Haiguang Information, Keda Information, and others [8][19]. Summary by Sections Industry Overview - The computer industry index rose by 6.46% from March 2 to March 8, outperforming the ChiNext index by 4.85 percentage points [21][22]. - The report notes that the current momentum in the computer industry is comparable to the upward trend observed from 2018 to 2020, but with stronger potential this time [4][6]. RISC-V Ecosystem - RISC-V architecture is rapidly evolving, characterized by its modularity and open-source nature, which allows for high scalability and low energy consumption [11][12]. - The domestic RISC-V ecosystem is thriving, with major companies like Alibaba and Huawei actively participating, and the RISC-V International Foundation has over 4000 members from 52 countries [9][14]. - Investment recommendations include companies like Haiguang Information, Cambrian, and Loongson Technology, which are positioned to benefit from the increasing penetration of domestic software and hardware [19][20]. Market Performance - The report highlights that the computer industry has shown strong performance, with significant weekly gains and a notable increase in trading volume [21][22]. - Specific stocks such as Xinkai Pu and Hengfeng Information have seen substantial weekly increases, indicating strong market interest [23]. Major News - The report covers significant developments in AI, including the launch of the QwQ-32B model by Alibaba, which demonstrates competitive performance with significantly fewer parameters compared to existing models [36]. - The report also notes the increasing deployment of AI technologies in the financial sector, with multiple institutions adopting the DeepSeek model for various applications [44].

Core Viewpoint - Manus has gained attention in the media but is not as popular as DeepSeek, with mixed reviews regarding its performance and capabilities [1][2][12]. Group 1: Product Performance - Manus is described as an impressive AI tool by some, but it is built on existing AI models with deep fine-tuning, including Claude and Qwen, which raises questions about its originality [2]. - Early user feedback indicates frequent errors and issues with information accuracy, with some users reporting that Manus fails to complete tasks efficiently compared to competitors like Deep Research [3][4][5]. - Despite some positive feedback regarding its ability to generate research reports, users have expressed concerns about its scalability and economic viability, as operational costs may exceed revenue potential [7][8][9]. Group 2: Market Dynamics - The platform's rapid growth in user interest is attributed to a scarcity effect created by limited invitations and media hype, positioning Manus as a "breakthrough" in AI [12]. - There is competition from larger companies that are expected to launch similar products, which could disrupt Manus's market position [10]. - Manus's operational costs are significant, with estimates suggesting that each task could cost around $2, leading to potential financial strain as user numbers grow [9]. Group 3: Company Response and Future Outlook - Manus's team is focused on continuous improvement and addressing user feedback, indicating a commitment to refining the product despite current limitations [11]. - The company acknowledges that it is still in the early access phase and is working to expand its capabilities while addressing performance issues [12].

点击上方"公众号"可订阅哦！ 1、本周 观 点： 从强贝塔走向强阿尔法？ 2、深度跟 踪： RISC-V 开源生态：正在快速崛起的国产化分支 周观点 从强贝塔走向强阿尔法？ 从强贝塔走向强阿尔法。 鉴于本轮计算机行业的业绩趋势与产业变化的特征，目前暂判断其动能与 2018-2020 年上行趋势具有可比性，但预计本轮会更强一些。综合 来看，全年板块收益的贝塔属性仍在，但将收敛，挖掘阿尔法是未来的胜负手。当前的位置，建议重点关注产业变化更显著、成长空间更大的细分方向，比如 AI 应用、 云计算、信创、 eCall 等方向；对于看重中短期业绩兑现的方向，需聚焦到具备业绩持续超预期能力的公司。 高度重视 AGI 预期发酵。 Manus 的发布，正打开 AGI 预期发酵的大门。 AGI 是人工智能的终极目标，伴随着 Manus 的发布，市场对 AGI 的预期正在升温，同时也 有望加快科技大厂在 AGI 领域的进化速度，以及各应用场景的 AI Agent 落地速度。需要高度重视的是：从投资的长期视角来看， AGI 的预期发酵往往是 AI 投资的最 后冲刺阶段；但从中期视角来看，如果 AGI 的预期发酵能得到产业变化的持续 ...

Core Viewpoint - The current trend in the computer industry is shifting from strong beta to strong alpha, with expectations that the momentum will be stronger than the upward trend observed from 2018 to 2020. The focus should be on sectors with significant industrial changes and growth potential, such as AI applications, cloud computing, and eCall, while also identifying companies with sustained performance exceeding expectations [1][2]. Group 1 - The release of Manus has heightened expectations for AGI (Artificial General Intelligence), which is seen as the ultimate goal of AI. This development is expected to accelerate the evolution of major tech companies in the AGI field and the implementation of AI agents across various applications [2]. - From a long-term investment perspective, the fermentation of AGI expectations often represents the final sprint phase for AI investments. If sustained industrial changes support this trend, the market will likely exhibit strong continuity [2]. - The launch of Alibaba's open-source QwQ-32B model, which has performance comparable to the full version of DS-R1 but with significantly lower computational requirements, indicates that leading domestic models will continue to emerge. The valuation premium for companies with scene positioning capabilities will be significantly higher than that for companies tied to a specific large model [2]. Group 2 - The report emphasizes the rapid rise of the RISC-V open-source ecosystem as a significant branch of domestic innovation, highlighting its importance in the current technological landscape [3].

Core Viewpoint - The article highlights the intense demand for AI talent in the industry, leading to significant salary increases and a competitive job market for AI-related positions [2][3][4]. Group 1: Salary Trends and Job Opportunities - AI industry salaries are notably high, with DeepSeek offering annual salaries starting at approximately 500,000 yuan, and some positions exceeding 1.76 million yuan [6][7]. - Nearly one-third (30.97%) of top AI job postings have annual salaries above 500,000 yuan, indicating a trend of high compensation in the sector [7][17]. - The demand for AI talent is reflected in the recruitment strategies of major companies like Alibaba and Tencent, which are actively hiring for AI-related roles [23][24]. Group 2: Talent Shortage and Market Dynamics - There is a significant talent shortage in the AI field, with a predicted demand for 6 million skilled AI professionals by 2030, while the supply is expected to be only 2 million, resulting in a 4 million shortfall [22]. - The AI talent shortage is exacerbated by high entry barriers and the need for candidates to possess both technical skills and industry knowledge [27][29]. - Companies are struggling to find qualified candidates, with reports indicating that only 1 in 400 applicants for certain AI roles meet the necessary qualifications [26][27]. Group 3: Future Outlook and Industry Challenges - The article discusses the optimistic outlook for the AI industry, despite potential challenges such as funding requirements and the uncertainty of technology implementation [36][38]. - The competitive landscape among tech giants is leading to resource allocation challenges, as companies develop multiple teams for similar AI projects [37]. - The narrative emphasizes that while there may be some market bubbles, the overall momentum and investment in AI are expected to drive significant advancements in the field [38][39].

Core Viewpoint - The article discusses the underlying logic behind the rise of robotics, emphasizing that the three key elements of AGI (Artificial General Intelligence) are computing power, algorithms, and data, with current robotics representing the data aspect [2][3]. Group 1: Development of Robotics - The development of large models faced challenges last year due to the exhaustion of available data on the internet, leading to a need for new data sources [3]. - Robotics can be viewed as a core component of AIDC (Artificial Intelligence Data Center), similar to GPUs and other capital expenditures in AI models [4]. - The anticipated deployment of 1 million robots globally by 2027-2028 could represent a capital expenditure of 500 billion to 1 trillion [4]. Group 2: Market Dynamics and Investment Opportunities - The current market perception of robotics is skewed, with many believing that robots are far from being able to serve humans, while they are actually crucial for data collection in AI development [4]. - The article suggests that the robotics sector is currently dominated by a small number of institutional investors, indicating a potential for significant growth if the sector gains broader acceptance [5]. - The ongoing "bull market" is attributed to a shift of global capital from US stocks to emerging markets, particularly Hong Kong and A-shares, which are closely following the trends in technology sectors [8]. Group 3: Challenges and Risks - There are several risks identified in the robotics sector, including the significant decline in major players' stock prices and the skepticism surrounding new entrants in the market [5]. - The article highlights the contradiction between strong expectations for AI implementation and the actual challenges faced in achieving these goals [7]. - Concerns are raised about the reliance on foreign capital and the potential volatility in the A-share market if foreign investors withdraw [8].

在epark（花园路社区）蹲守的记者 园区运营人员向极速财讯透露，按照Manus公司的要求，目前不接受任何采访和访客。园区内大约还有100个共享工位，按人头和工位数计费，而 非按面积。Manus的北京办公地点设于此，但今日并无工作人员在场，如有需要，可通过官网或其他途径进行联系。 epark（花园路社区）位于海淀人工智能创新街区，西邻中关村，北接上地产业基地，周边环绕着北航、北邮等知名高校，不仅是海淀AI生态的核心 地带，也是Manus故事的见证者。街区规划面积达53平方公里，汇聚了清华、北大等37所高等学府，拥有约1300家人工智能企业，占全市三分之 二、全国六分之一。 在epark（花园路社区）蹲守的记者 来源｜极速财讯 在海淀区花园北路25号的科技园区内，一栋看似普通的白色写字楼中，隐藏着近期在中文互联网界 引起 广泛关注 的 AI新贵 ——Manus的北京分 公司。 3月7日下午三点半，极速财讯来到位于海淀人工智能创新街区的epark（花园路社区）发现，有媒体陆续抵达蹲守，而物业方面也加强了安保措 施。 epark（花园路社区） （Manus北京公司所在园区） 园区内还有灵犀科技、锐视智芯等科技公司。 ...

Summary of Manus AI Conference Call Industry Overview - Manus AI operates within the AI assistant industry, focusing on multi-agent systems and complex task execution capabilities [2][3][4]. Key Points and Arguments - **Integration of Capabilities**: Manus AI combines reasoning and task execution abilities, allowing it to break down complex tasks into logical steps and achieve efficient information retrieval, data analysis, and visualization through multi-agent collaboration [2][3]. - **Performance Benchmarking**: Manus AI outperformed OpenAI's Deep Research in benchmark tests across three difficulty levels, particularly excelling in Level 1 and Level 3 tasks, indicating its strength in handling continuous complex multi-step tasks [4]. - **Data Access and Management**: Data permissions are highlighted as a critical competitive factor in the era of large models. Manus AI addresses data accessibility issues through programming methods, emphasizing the growing importance of private data management [4][11]. - **Future Development Plans**: Manus AI plans to open-source some models to enhance technology sharing and collaboration, while also optimizing product iterations to improve engineering implementation for broader applications [7][12]. - **Engineering Challenges**: The transition of AI agents from theoretical models to practical applications faces significant engineering challenges, despite the advanced capabilities of existing models [12][13]. - **Agent Framework Evolution**: The development of the Agent Framework (AF) is closely tied to data complexity, evolving from simple data organization to complex data integration and multi-dimensional business collaboration [10]. Additional Important Insights - **Technological Applications**: Manus AI employs automated coding to develop interfaces or web scrapers for data retrieval, showcasing its technical capabilities in data extraction and presentation [8]. - **Market Competitors**: Companies like Tencent and Salesforce are noted for their efforts in integrating AI functionalities within their ecosystems, which could lead to successful product launches [16]. - **Multi-Agent System Functionality**: Manus AI's multi-agent system allows for collaborative task execution, akin to expert models in other frameworks, enhancing its operational efficiency [15]. This summary encapsulates the critical insights from the conference call regarding Manus AI's capabilities, market positioning, and future directions within the AI assistant industry.

以下文章来源于盐财经 ，作者张旦珺 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 技术的时代，终归属于人才。 文 ｜ 张旦珺 编辑 ｜ 何子维 来源｜ 盐财经（ID：nfc-yancaijing） 封面来源 ｜ Pexels 市场对寻求AI人才的渴望，到了按图索骥的程度。 晚点latepost曾在报道中记录过这样一个细节：当一位投资人循着AI论文上的名字一个个去拜访时，发现他们此前都与张一鸣单独见过面，其中包括尚未毕 业的博士生。 这是一个信号，意味着互联网大厂正在使用它们的最大能量挖掘AI领域的人才。 不只是顶尖精英，对于任何一个处于快速爆发期的行业来说，支撑业务落地的基础岗位员工也会成为争夺的焦点。2月中旬，阿里巴巴AI To C业务开启大规 模招聘，开放岗位达到数百个；几乎在同一时间，腾讯旗下AI助手腾讯元宝开启"热招"。 腾讯元宝开启"热招"/图源：腾讯招聘 当焦灼、激烈、残酷的AI竞赛发生时，属于个人的机会就出现了——各大公司率先捧出的招聘诚意，就是薪资。 今年农历新年之初，超级独角兽DeepSeek就曾因高薪招人引发了大量关注。 根据DeepSeek母公司幻方量化发布的招聘信息，所 ...