Market Overview - A total of 70 stocks hit the daily limit up, with 28 stocks experiencing limit down, resulting in a sealing rate of 71% [1] - The market showed a recovery trend, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index increasing by 0.45%, and the ChiNext Index gaining 0.68% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.34 trillion yuan, an increase of 64 billion yuan compared to the previous trading day [1] Stock Performance - The stock with the highest performance was Huajian Group, achieving a four-day consecutive limit up, while Shoukai Co. had nine limit ups in ten days [1][3] - Other notable stocks included Shanghai Construction, Xiangjiang Holdings, and Rongsheng Development, each achieving three consecutive limit ups [1][3] - The low-priced stocks continued to attract significant capital, with several stocks achieving multiple limit ups, indicating a strong focus on this segment [3] Sector Analysis - The leading sectors included robotics, internet e-commerce, and logistics, which saw significant gains, while sectors like pork, non-ferrous metals, and film and television experienced declines [1] - The robotics sector gained momentum due to multiple positive developments, including the announcement of an open-source model by Yushu Technology and significant investments by Tesla [5] - The unified market concept also performed well, with logistics stocks like New Ning Logistics and Yiyaton hitting the limit up [7] Notable Stocks - Shoukai Co. achieved a 10.07% increase with nine limit ups in ten days, driven by its involvement in real estate and investment in Yushu Technology [11] - Chunzhong Technology saw a 10.00% increase with five limit ups over six days, benefiting from the liquid cooling IDC sector [11] - Bidet Technology and Huajian Group also recorded significant gains, with increases of 10.01% and 10.01%, respectively, due to their focus on high-speed rail and Shanghai microelectronics [11]

"到2035年，人工智能将助力预防超过80%的慢性病；超过90%的中国家庭将拥有智能机器人；人类将逐渐进入全息生活空间的时代。" 9月16日，华为发布智能世界2035系列报告，展望了未来十年的关键技术趋势以及这些技术对教育、医疗、金融、制造、电力等行业带来的改变和影响。 华为常务董事汪涛发表了"探索未知，跃见未来"的主题演讲。汪涛表示："每一次文明的跃迁都源自人类对未知的不断探索。这份深植于人类基因的探索 精神，推动我们不断突破认知与技术的边界，走向更加繁荣的智能文明。生成式人工智能正在以我们从未想象过的方式，重新定义未来的可能性。因此， 我们比以往任何时候都更需要前瞻的视野，更需要依靠科技的愿景与假设来指引前路。" 在华为看来，未来十年，AGI、智能体、自动驾驶、算力等十大关键技术，将发展成什么样子呢？一起来看一下。 趋势一：AGI将是未来十年最具变革性的驱动力量，但仍需克服诸多核心挑战，方能实现AGI奇点突破。因此，走向物理世界是AGI形成的必由之路。 趋势二：随着大模型的发展，AI智能体将从执行工具演进为决策伙伴，驱动产业革命。 趋势三：开发模式迎来变革，人机协同编程成为主流。人类将更专注于顶层设计和创 ...

Core Insights - The current industrial revolution is fundamentally driven by artificial intelligence, transitioning from digitalization to an intelligence-centric empowerment model [2] - The focus of artificial intelligence has shifted from large language models to intelligent agents, which are seen as essential for driving industrial transformation [2][3] - Intelligent agents are compared to "robots in virtual space" and possess four core capabilities: task decomposition and planning, memory, tool usage, and collaborative division of labor [2] Industry Implications - The adoption of "specialized intelligent agents" is emphasized over "general intelligent agents," as the former can better integrate into existing business processes and address specific industry challenges [3] - Specialized intelligent agents can replace traditional software and human execution roles, leading to reduced operational costs and improved quality of outcomes [3] - The concepts of "super employees" and "super organizations" are introduced, highlighting the potential for exponential productivity increases when individuals can manage multiple intelligent agents [3] Technological Development - The evolution of intelligent agents is outlined in five levels, from chat assistants to self-learning and self-evolving agents capable of creating other agents [3] - 360 Group has launched an intelligent agent factory platform that allows users to create intelligent agents without programming skills, facilitating rapid deployment [4] - The company aims to support the digital transformation of traditional industries by offering a comprehensive enabling platform for intelligent agent development and application [4][5]

21世纪经济报道记者孔海丽、实习生吴佳芸北京报道 人工智能时代，企业对AI工具跃跃欲试，却往往败在低于预期的投资回报率。投入巨大，产出有限， ROI难以兑现，企业应该如何跨过"试用期"，把AI变成驱动增长的核心引擎，成为企业共同面对的难 题。 企业AI落地应用从实验探索到实际用例，再到模型自动化，被IBM亚太区总经理Hans Dekkers称为企业 AI的"价值创造曲线"。他强调，企业只有在每一个阶段都实现规模化发展，才能成为以人工智能为核心 的"AI优先"型企业。 目前，更多企业正在将AI技术部署到自身业务中。IDC数据显示，66.5%的中国企业已在局部场景中应 用AI，27.2%正迈向规模化部署。 机器学习、深度学习、自然语言处理和其他AI技术可以帮助企业推动业务目标和决策。除了数据收集 和分析，AI还可以完成自动化、客户服务和风险管理等更为复杂的运营任务。 以IBM为例，在过去两年里，AI转型为公司创造了35亿美元收益；在支持案例(support case)总结方面， 每季度节省超过12.5万小时的工作。另据凯傲集团亚太区信息技术及数字化业务副总裁张犇介绍，作为 工业叉车生产商，凯傲集团已在推进基于识别 ...

Core Insights - Huawei's Mate XTs, the first foldable phone pre-installed with HarmonyOS 5.1, has officially launched, marking a significant breakthrough by integrating PC-level financial applications into mobile devices [1][3] Group 1: Product Features - The Mate XTs features a 10.2-inch large screen that allows users to interact with professional financial information in a PC-level experience [3] - The HarmonyOS version of the Oriental Fortune PC application supports real-time global market data, enabling users to quickly grasp market movements and investment trends [3] - The application offers comprehensive data modules, including financing, annual reports, and dividend information, allowing users to develop precise investment strategies [3][5] - It includes unique trading features such as night market orders and comprehensive account analysis, providing full support from stock selection to investment management [3] - Users can engage in discussions within a stock community and receive continuous updates on financial news, keeping them informed about market developments [3] Group 2: Service Innovations - Oriental Fortune has introduced new service forms such as intelligent agents and meta-services, enhancing user experience within the Harmony ecosystem [6] - The first financial intelligent agent, "Miaoxiang," is designed to respond to user inquiries around the clock with accurate and professional answers [6] - Users can add "Oriental Fortune Lite" service cards to their interface for quick access to real-time data, stock information, and financial news, as well as expedited account opening [6] Group 3: Strategic Collaboration - The ongoing collaboration between Oriental Fortune and HarmonyOS demonstrates a commitment to innovation, with frequent updates and comprehensive device compatibility [7] - The partnership is expected to yield further breakthroughs and innovations, making investment and financial services more accessible and efficient [7]

Core Viewpoint - The core viewpoint of the news is that Tencent aims to enhance industrial efficiency through intelligence and expand revenue scale through globalization, positioning these as the two main drivers for enterprise growth [5]. Group 1: Intelligentization - Tencent Cloud has launched a comprehensive AI strategy, focusing on open AI capabilities and enhancing both C-end and B-end scenarios to stimulate innovation potential in enterprises [3][4]. - AI has become a new business gene for Tencent, with the Tencent Yuanbao application ranking among the top three AI native applications in China, and user inquiries reaching the total volume of the previous month within a year [6][7]. - The IMA knowledge base has surpassed 100 million documents, and the monthly active users of QQ Browser's AI feature have increased by 17.8 times since April [6][7]. - AI has significantly contributed to double-digit growth in Tencent's advertising and gaming sectors, with marketing service revenue growing by 20% in Q2 [7]. Group 2: Globalization - Tencent Cloud is enhancing its international strategy by focusing on infrastructure, technology products, and service capabilities to help enterprises establish a local presence and expand globally [4][15]. - The speed of overseas infrastructure development is among the fastest among domestic cloud providers, with international business experiencing high double-digit growth over the past three years [4][16]. - Over 90% of Chinese internet companies and 95% of leading gaming companies have chosen Tencent Cloud for their international expansion [4][15]. Group 3: AI Application and Development - Tencent is committed to continuously upgrading its intelligent agent solutions, which are seen as the main application carrier in the AI era, and has released the ADP 3.0 version to enhance enterprise efficiency [8][9]. - The company has established a complete suite for intelligent agent development, providing capabilities such as security sandbox environments and long-term memory management [9]. - A recent collaboration with Juewei Food demonstrated that AI marketing efficiency can reach 2-3 times that of manual operations, with significant improvements in content click-through rates and transaction amounts [10]. Group 4: Infrastructure and Service Enhancement - Tencent Cloud is building a "global network" to support globalization, with significant investments in infrastructure, including a $150 million investment in Saudi Arabia [16][17]. - The company emphasizes the importance of a deep understanding of industry needs and long-term partnerships with clients, providing localized technical support and services [18][19]. - Tencent Cloud's products, such as CodeBuddy and ADP, have been successfully internationalized, showcasing strong competitiveness in the global market [17].

Investment Rating - The report indicates a positive outlook for the life sciences industry, emphasizing the competitive advantage gained through artificial intelligence (AI) adoption [10][11]. Core Insights - The life sciences sector is leading in AI application, with 86% of companies believing they can embrace AI for competitive advantage, and 97% have already improved operations through AI [10][11]. - Despite the potential, many companies face challenges in achieving high returns on AI investments, with a significant portion only reaching break-even or low returns [7][8]. - The report outlines a structured framework for AI transformation in three phases: empowering employees, integrating AI into workflows, and evolving operational models [21][59]. Summary by Sections Introduction - The introduction highlights the transformative potential of AI in the life sciences industry, emphasizing the need for innovation in operations and value creation [16][17]. Overview - AI is recognized as a significant competitive advantage, with initial implementation results being encouraging [10][11]. - A well-adapted organizational structure is linked to higher investment returns [10]. Research Findings - The report reveals that 73% of companies have improved efficiency through AI, while 39% have enhanced financial performance [67]. - Data issues, including silos and quality concerns, are identified as major challenges in AI implementation [32][40]. Building Intelligent Life Sciences Enterprises - The report discusses the importance of integrating AI into daily operations and the need for a mixed organizational structure to drive innovation [24][41]. - Companies are encouraged to develop a culture that supports continuous learning and collaboration to maximize AI's potential [48]. Phase One: Empowering Employees - In this phase, companies focus on identifying areas where AI can automate tasks and improve workflows [66]. - Nearly three-quarters of respondents reported efficiency gains from AI, with a significant number also noting improvements in financial health [67]. Phase Two: Integrating AI into Workflows - Companies are advised to embed AI into various functions, enhancing operational efficiency and decision-making processes [61][64]. - The integration of AI should be aligned with business objectives to ensure strategic relevance [73]. Phase Three: Evolving Operational Models - The final phase emphasizes the need for companies to adapt their business models and ecosystems to leverage AI effectively [61][62]. - Organizations should focus on building trust in AI systems and ensuring compliance with ethical standards [48]. Key Recommendations - The report suggests that life sciences companies should prioritize developing a comprehensive AI strategy that aligns with business goals and stakeholder needs [48]. - Establishing a flexible and scalable technology infrastructure is crucial for maximizing AI's long-term value [48]. Conclusion - The life sciences industry is positioned to harness AI for significant advancements, but companies must address data challenges and cultivate a supportive culture to fully realize AI's benefits [42][43].

香港科技大学(广州)信息枢纽院长、数据科学与分析学域讲座教授、联合实验室专家陈雷 "在大模型训练过程中，数据质量是最重要的一环"……香港科技大学(广州)信息枢纽院长、数据科学与 分析学域讲座教授、联合实验室专家陈雷接受南都访谈时表示，人工智能发展到现在，最重要的是数据 问题，期待粤港澳大湾区生成式人工智能安全发展联合实验室(简称"联合实验室")把各高校研究力量整 合起来，从政策、制度层面引导正确使用数据。 数据质量 要通过联合实验室整合数据 南方都市报（以下简称"南都"）：您是世界数据科学与分析领域的领军学者，能否结合数据领域深入研 究，谈谈对粤港澳大湾区生成式人工智能安全发展联合实验室发挥自身优势，更好服务人工智能安全发 展的期望？ 陈雷：粤港澳大湾区制造业很强，要把人工智能运用到传统行业，数据非常重要。通过实验室联合大湾 区各类高校，汇聚所有数据，做成大数据平台，供大家使用，做相应大模型测试。或者由联合实验室推 出数据测试平台，让各类大模型通过平台测试性能，找出不足，加以改进。 南都：如何确保数据质量，联合实验室能做些什么？ 陈雷：数据质量是全世界都想解决的问题，首要的问题是获取到的数据是不是有用？而且数 ...

随着智能体普及，人类角色将转变为AI的管理者，这种转变也带来了人与人之间能力的分化："无视 AI、不懂AI、不会管理智能体的人，注定会被淘汰。"周鸿祎强调，AI不是威胁，而是个体之间能力的 放大器，能让强者更强。 新浪科技讯 9月15日晚间消息，近日，央视《读书》栏目与360集团创始人周鸿祎围绕人工智能话题对 谈。"过去人们说'内事不决问张昭，外事不决问周瑜'，现在内外事不决其实可以问一问大模型。"周鸿 祎点出了大模型在工作和生活中的核心价值。 而智能体的出现，让AI从"光说不做"的聊天助理升级为"能落地干活"的数字员工。"大模型是大脑，负 责规划推理；智能体是手脚，负责调用工具。"周鸿祎解释，智能体能拆解复杂任务、还有思考和规划 的能力，这正是人类解决问题的核心逻辑。 "国内几个开源大模型已进世界一流梯队，软件层面差距很小，加上中国人才储备，AI领域已追上国际 水平。"周鸿祎更看重中国AI的生态优势："竞争是多维度的，开放才是关键。中国的很多大模型厂商坚 持开源免费，吸引全球开发者参与，形成"集中力量办大事"的效应，就连美国公司也在使用DeepSeek。 从互联网历史来看，开源一定会战胜闭源。" 面对这样的 ...

9月13日上午，以"元生有AI 万物盛开"为主题的2025年服贸会"数字开物·奇点π对"主题沙龙活动在北京 成功举办。来自中国信通院人工智能研究所、来画科技、思必驰、浩云长盛、优刻得、曙光数创、 ByteBridge、沨呵智慧、算力自由等业内专家与贯穿AI与算力全景生态的优秀企业代表出席活动并做精 彩分享。 活动现场，与会嘉宾共同探讨了大模型技术的演进趋势、包括AI陪伴、AI办公等AI应用的落地实践， 以及智算中心的基础设施创新、智算中心的热管理革命、GPU集群的精益化管理、服务于中小创业者的 AI算力云发展现状以及AI浪潮下全产业链的协同发展路径等前沿议题。本场活动由中国国际服务贸易 交易会、2025年服贸会ICT展指导，首都会展集团、数字开物主办，科智传媒承办。 01 前瞻洞察：大模型技术持续演进，Agent应用进入规模落地阶段 在主旨演讲环节，中国信通院人工智能研究所平台与工程化部主任曹峰带来题为《大模型技术和应用发 展现状及趋势》的分享。 聚焦AI应用，北京来画科技文化有限公司董事、合伙人白宇进行了《每个人的AI伙伴，无边界的沟通 桥梁》的分享。 白宇表示，当前AI应用无需执着于自建大模型，利用开源模 ...