AI 发自 凹非寺 量子位智库 | 公众号 AI123All Hi hi hi，未来同事你好～～ 量子位智库是量子位旗下的产业链接平台。 量子位以AI前沿科技新媒体被广泛认可，量子位智库则进一步聚焦于提供体系化研究输出。 目前，有两大板块在招聘纳新—— 一、行业研究·AI分析师 职责描述： 任职要求： 一、AI行业研究报告 二、AI产品数据榜单 1. 聚焦AIGC，围绕垂直场景操作深度产业报告； 2. 持续跟踪AIGC方向产学研进展，与产业专家建立联系连接； 3. 协助到主导完成专题研讨会、闭门会、专业榜单等相关工作。 1. 学习能力强，乐于沟通，能够快速学习新技术新行业； 2. 擅长逻辑分析，快速建立认知体系； 3. 善于学习新工具，高效完成信息检索、整理、桌面研究分析工作； 4. 计算机、经管专业背景优先。 报告成果参考： 《中国AI大模型创业格局报告》 行业最早明确了大模型创业的「6+2」格局。 量子位智库产出报告、榜单，也会组织线上和线下的沙龙，链接AI创新和关注者、供需者， 促进产业交流和进步。 职位描述： 任职要求： 榜单图谱参考： 更多关于量子位智库研究成果，可前往主页： 1. 围绕国内AI产品 ...

Core Viewpoint - The article emphasizes the transformative impact of AIGC (Artificial Intelligence Generated Content) on the banking industry, highlighting its potential to enhance content production efficiency and revolutionize various banking processes [2][5][29]. Group 1: Evolution of Content Production - The training led by Dr. Du Yu reviewed the evolution from WEB1.0 to WEB3.0 and the metaverse, analyzing the shift from PGC (Professionally Generated Content) to UGC (User Generated Content) and now to AIGC [2]. - AIGC is recognized as a key driver of content production efficiency, with its capabilities in generating multi-modal content such as text, audio, images, and videos [2]. Group 2: Distinction Between AI Types - Dr. Du Yu differentiated between generative AI, which focuses on creating new content, and decision-making AI, which is aimed at making satisfactory decisions [3]. Group 3: Applications of AIGC in Banking - AIGC shows significant potential in various banking applications, including product marketing, risk management, and process optimization [5][11]. - In product marketing, AIGC can analyze vast historical data to predict customer needs and enhance retail credit loan scales [5]. - AIGC's multi-modal data processing capabilities have improved mortgage loan operations by efficiently extracting important information from various document types [8]. Group 4: Risk Management Enhancements - AIGC can enhance risk management by enabling dynamic risk detection and covering various fraud and default scenarios, thus improving overall risk management capabilities [11]. Group 5: Practical Case Studies - Successful case studies include: - Guangfa Bank utilizing AIGC for customer service efficiency, significantly improving response times and customer satisfaction [14]. - Industrial and Commercial Bank of China innovating in financial report generation through AIGC, enhancing efficiency and quality [18]. - Beijing Bank exploring AIGC applications through its self-developed models and partnerships [22][25]. Group 6: Challenges and Solutions - The article identifies challenges such as inadequate innovation mechanisms, talent shortages, and data quality issues that hinder AIGC implementation in banking [29][30][33]. - Recommendations include enhancing internal collaboration, investing in talent development, and improving data governance to support AIGC applications [30][33][34].

Core Viewpoint - The article discusses the application of artificial intelligence (AI) in banking, highlighting a presentation by Zhang Ziming, Vice President of the Unknown AI Research Institute, aimed at enhancing marketing and productivity through AI tools in Hangzhou United Rural Commercial Bank [1][13]. Group 1: AI Development and Applications - Zhang Ziming provided an overview of the evolution of AI, emphasizing the rise of AIGC (Artificial Intelligence Generated Content) technology and its transformative impact on content creation across various fields [5]. - AIGC technology is fundamentally different from traditional decision-making AI, enabling efficient generation of diverse content forms such as text, audio, images, and videos [5]. Group 2: AI in Banking Marketing - The presentation detailed multiple applications of AI in banking marketing, including the use of AI prompts and intelligent agents to accurately identify customer needs and generate personalized marketing copy [7]. - AI can facilitate the rapid creation of various documents such as promotional materials, marketing plans, and meeting minutes, significantly enhancing work efficiency [7]. - Features like AI+PPT can assist in creating marketing activity reports, while AI+image and AI+video capabilities can generate visuals and promotional videos, adding creativity and appeal to marketing efforts [7]. Group 3: AIGC Technology Potential - Zhang Ziming showcased successful applications of AIGC technology in different sectors, such as award-winning AI-generated artwork and popular AI-composed songs, illustrating the technology's vast potential [9]. - The discussion included the future prospects of AIGC technology in banking, such as integrating AIGC models into risk management systems, customer marketing, and optimizing mortgage loan processes, providing new ideas and directions for business development [9]. Group 4: Engagement and Future Outlook - An interactive segment allowed attendees to guess which images and texts were AI-generated, fostering lively discussions and deepening understanding of AI technology [11]. - The successful event energized the digital transformation efforts of Hangzhou United Bank, with participants expressing a deeper understanding of AI applications in banking and anticipation for future integration of AI technologies [13][16].

Soul的目标不止于提升用户内容生产率，更在于通过"可共创、可互动"的AI与真人社交融合，推动社交 从"信息交换"迈向"情感共生"，重构新世代群体的社交方式。在未来，Soul将不断深耕AI技术，致力于 为用户带来更具温度、更能满足情感需求的社交体验。 为了进一步提升用户体验，Soul在接入DeepSeek模型后，通过AI技术重塑社交场景中的内容生产与互动 模式。基于用户兴趣与历史数据，Soul能自动推荐发帖主题并生成图文内容，打造出低门槛、符合用户 个性化表达的发布器。此外，Soul还在探讨打造虚拟人社区，利用不同类型的AI Agent为用户提供多样 内容。例如，面对大三学生"毕业就业还是考研"的困惑，马斯克-AI Agent会用第一性原理帮助分析决 策，马云-AI Agent则从经验和理论相辅相成的角度提供参考。这种方式并非直接给出答案，而是助力 提问者看清问题本质，促进不同观点的交流互动，探索出AIGC技术下新型社区交流模式。 在AI技术深度融入社交领域的当下，社交平台的变革正悄然发生。Soul App作为新型社交平台，持续发 力AI技术落地，致力于通过AI向用户提供更长期的情绪价值。 Soul App内 ...

日前在英特尔的2025年第一季度财报电话会上，当被投资者问及"为什么老一代产品（如Raptor Lake） 的需求比新一代产品（Meteor Lake）更多，是为了更高的利润率主推老产品"时，英特尔产品部门负责 人米歇尔・约翰斯顿・霍尔索斯的回答，是"客户对N-1和N-2产品有更大需求，这样他们可以继续提供 消费者真正需要的价格。" 这里投资者提出的需求转向老产品现象，来源于英特尔方面对于"Intel 7"工艺节点产能出现短缺的解 释，其表示这一工艺产能短缺的原因是"N-1和N-2"产品需求的意外激增。N-1和N-2代表前一代或前两 代处理器，比如英特尔目前最新的处理器是Meteor Lake架构的酷睿Ultra系列，所以N-1和N-2就分别是 指14代和13代酷睿。 简而言之，英特尔方面在财报电话会议上的说法，其实从侧面证实了市场对于13代、14代酷睿的需求， 远胜过最新的附带NPU单元的酷睿Ultra系列，也印证此前分析机构Canalys对于AI PC出货量的追踪数 据。 Canalys公布的相关数据中显示，在整个2024年全球PC市场出货的产品中，带有专门处理AI工作负载 （如NPU）芯片或模块的AI ...

Core Viewpoint - Kunlun Wanwei, once a leader in the overseas gaming market, reported its first-ever loss in its ten-year history, with a net profit loss of 1.595 billion yuan in 2024, despite a revenue increase of 15.2% to 5.662 billion yuan [1][4]. Group 1: Financial Performance - In 2024, Kunlun Wanwei's revenue reached 5.662 billion yuan, marking a 15.2% year-on-year increase, while the net profit loss was 1.595 billion yuan, a decline of 226.8% compared to the previous year [1]. - The company attributed its losses to increased R&D expenses of 1.54 billion yuan, a 59.5% increase year-on-year, and investment-related losses of 820 million yuan due to market fluctuations [4][11]. Group 2: AI Development and Innovations - Kunlun Wanwei has launched several AI models, including the Skywork-R1V 2.0 multimodal reasoning model and the Mureka O1 music reasoning model, which has been recognized as the world's first of its kind [1][2]. - The company has been proactive in the AI space, releasing various models across different domains, including text, music, and 3D generation, positioning itself as a key player in the AI landscape [3][9]. Group 3: Strategic Positioning and Market Challenges - Despite being a smaller player compared to giants like Baidu and Alibaba, Kunlun Wanwei has focused on overseas markets, with 88% of its revenue coming from international sources [9]. - The competitive landscape is intensifying, with major companies and startups making significant strides in AI, leaving Kunlun Wanwei with limited time to experiment and adapt [5][10]. Group 4: Future Outlook and Industry Trends - The AI industry is evolving rapidly, with predictions that by 2030, AGI (Artificial General Intelligence) will begin to materialize, necessitating continuous innovation and adaptation from companies like Kunlun Wanwei [5][14]. - The company is expected to undergo a product upgrade by May 2025, indicating a strategic shift in response to market demands and competition [15].

行 业 及 产 业 计算机 2025 年 05 月 05 日 25Q1 业绩回顾：行业加速恢复， 软硬协同+信创超预期 看好 ——计算机行业周报 20250428-20250502 相关研究 《字节 AI 布局 Agent+MCP！25Q1 机构 加仓 AI 应用 —— 计算机行业周报 20250421-20250425 》 2025/04/26 《跨境支付催化层出不穷!国内外厂商积极 拥抱 MCP！—— 计算机行业周报 20250414-20250418 》 2025/04/19 证券分析师 黄忠煌 A0230519110001 huangzh@swsresearch.com 洪依真 A0230519060003 hongyz@swsresearch.com 胡雪飞 A0230522120002 huxf@swsresearch.com 刘洋 A0230513050006 liuyang2@swsresearch.com 研究支持 崔航 A0230524080005 cuihang@swsresearch.com 徐平平 A0230123060004 xupp@swsresearch.com 曹峥 A023 ...

【马斯克更改网名】 Grok上线语音模式，为了配合Grok更新，马斯克也更改X昵称为"groklon rust"，头像也进行了修改。（新浪财 经） 【小米汽车定购页智驾更名辅助驾驶】 小米汽车近日调整了SU7新车定购页面中的措辞，将"智驾"更名为"辅助驾驶"。（搜狐） | SU7 | | | ¥ 215,900起 | | --- | --- | --- | --- | | 5.28s | 百公里加速 | 700km 频航里程(CLTC) | Xiaomi Pilot Pro 小米辅助驾驶Pro | | 220kW单电机后驱 | . | | | | 前双叉臂&后五连杆独立 裂 | . | | | | . | 小米澎湃者能座舱,骁龙(295智能座舱芯片 | | | | 高品质 10扬声器 | . | | | | SU7 Pro | | | ¥ 245,900起 | | 5.7s | | 830km | Xiaomi HAD | | 百公里加速 | | 纯航里程(CLTC) | 小米瑞到微和智能 | | SU7 Max | | | ¥ 299,900起 | | 百公里加速 | 2.78s | 800km 纯航里程( ...

【2025 年 Q1 全球 AI 智能眼镜销量 60 万台，同比增速达 216%】2025 年 Q1 全球 VR 销量 133 万台，同比下降 23%，主要原因有 Vision Pro 基数 效应消退、PS VR2 与 Meta Quest 销量下滑、Pico 等其余品牌表现乏力。 2025 年全年预计销量为 611 万台。同期 AR 产品销量为 11.2 万台，与去年 基本持平。综合来看整体大环境消费行情下行，但中国消费补贴与海外信息 提示类 AR 填补了老牌 AR 头盔停产缺口。2025 年全年预计销量 65 万台，大 头为下半年光波导 AI+AR 新品。AI 智能眼镜 Q1 销量 60 万台，同比增长达 216%，主力产品 Ray Ban Meta 贡献 52.5 万台，雷鸟 V3 等新品增量显著。 AI 智能眼镜类产品全年预计销售 550 万台。值得一提的是，中美贸易战对 XR 与 AI 类产品都带来了极大的不确定性，如果关税没有豁免，近两年对 Meta 等产品的销量将会带来巨大冲击。 【Claude 网页版接入 MCP！10 款应用一键调用】Anthropic 宣布 Claude 两大更新："MCP ...