因此，亚马逊近年来在自动化物流领域持续进行大规模投入，积极构建从仓储机器人到配送机器人的全 链条自动化闭环，实现成本控制的目的。在去年12月举行的2024亚马逊全球开店跨境峰会上，亚马逊高 管透露，在其全球物流配送网络中已经部署超过75万台机器人，其中既有固定式包装拾取机器人，也有 用于仓储搬运的自主移动机器人。 随着亚马逊测试人形机器人包裹递送功能，机器人除了应用于仓库搬运场景外，或也将进军物流配送场 景。分析认为，倘若亚马逊的人形机器人项目测试成功并顺利投入实际应用，不仅将重塑其自身的物流 配送模式，还可能对整个快递行业产生深远影响。 机器人送快递，或许很快将成为现实。 据多家外媒报道，亚马逊正在测试人形机器人的包裹递送功能，其机器人快递员包含多家中国科技企业 的技术。硬件方面，亚马逊正在对几种不同的人形机器人进行测试，参与测试的包括中国宇树科技开发 的机器人；软件方面，亚马逊在为仿真机器人开发软件，而这些软件将基于深度求索公司的DeepSeek- VL2模型和阿里巴巴的Qwen模型。 亚马逊测试人形机器人送货 据了解，亚马逊在美国旧金山打造了一个室内障碍训练场，并设置了台阶、草坪、门禁等复杂地形，测 试 ...

Core Viewpoint - Microsoft is making significant investments in agentic artificial intelligence, which is expected to benefit the company substantially, as highlighted in Deutsche Bank's report that maintains a "buy" rating with a target price of $475 [1] Group 1: Microsoft’s Developments - At the Build 2025 developer conference, Microsoft unveiled a comprehensive strategy centered around the "open agentic web," launching over 10 AI tools and platforms, and more than 50 updates across its product line [1] - The focus of these developments is on AI agents capable of independently or collaboratively solving complex business problems, enhancing the capabilities of developers to create AI systems with minimal human intervention [1][2] - Microsoft’s Chief Communications Officer emphasized that advancements in reasoning and memory capabilities of AI models are leading to more efficient and powerful AI systems that can assist humans in novel ways [1] Group 2: Market Position and Strategy - Deutsche Bank noted that the announcements primarily revolve around AI, particularly the integration of agentic AI features into Microsoft's product suite, indicating rapid innovation and a commitment to providing developers with essential tools [2] - CEO Satya Nadella described the current phase as a "mid-game" in the transformation of AI platforms, aiming to build an open agent network that shifts from a few vertically integrated applications to a platform-based approach [2] - Microsoft aims to establish leadership in this domain, leveraging its extensive product coverage and large user base to offer horizontal solutions across multiple levels [2] Group 3: Financial Performance and Future Outlook - Microsoft’s AI business has achieved an annualized revenue of $13 billion in less than three years, primarily from Azure infrastructure services, while platforms like GitHub, M365, Dynamics, and DAX are still in early development stages [3] - Deutsche Bank believes that as investments and extensive experimentation continue, relevant use cases will gradually materialize, positioning Microsoft as one of the most capable companies to benefit from these advancements [3]

在通用型智能体方面，我们正在一些原生AI产品中构建相关能力，例如元宝和Ima（腾讯智能工作 台）。随着时间推移，这些AI的能力会持续进化：最初它们只能快速回答问题，属于"即时响应"模式； 之后会逐渐引入"思维链"和长思考推理模型，能够处理复杂问题；最终，其能力将支持完成更复杂的任 务，逐步进化为具备自主智能体功能，并与所有其他应用程序、外部API交互以帮助用户。这一点与同 行提供的通用型智能体并没有太大差异。 但另一方面，目前在微信生态内，我们有机会打造一个非常 独特的智能体，它将与微信生态的独特组件深度连接，包括社交图谱、通信和社群能力、内容生态（如 公众号、视频号）以及微信内数以百万计的小程序——这些小程序实际上覆盖了各类信息，以及多个垂 直领域的交易和操作能力。我认为，与其他更通用的智能体相比，这将是极其独特的存在，也是我们差 异化的核心产品优势。 关于您提到的AI业务模式问题，我认为首先应该看广告业务，AI对其有直接的增强作用。AI能够提升 广告的定向投放能力，让我们实现更好的投放效果，可以直接增长广告收入。我们已经在效果广告中看 到了这一增长机会，并且未来还有更多发展空间。交易业务实际上与广告密切相 ...

Core Viewpoint - Taxfriend Software Group Co., Ltd. reported significant revenue growth in Q1 2025, driven by its high-value transformation strategy and the accelerated promotion of compliance tax optimization products [1][2] Group 1: Financial Performance - The company achieved an operating income of 449 million yuan, representing a year-on-year increase of 23.72% [1] - The net profit attributable to shareholders was 24.74 million yuan during the same period [1] Group 2: High-Value Transformation - Taxfriend's transformation focuses on creating an AIBM digital ecosystem in the smart tax and finance sector, leveraging Agentic AI technology to enhance compliance and financial management services [1] - The company aims to capture the trillion-yuan compliance tax optimization market through a joint operation and business management model [1] Group 3: Product Development and Market Strategy - The rapid growth in user adoption of basic compliance products like Risk Control Warning Agent and Compliance Assessment Agent contributed significantly to revenue growth [2] - Advanced compliance products such as Tax Optimization Planning Agent and Consulting Copilot are also experiencing increased user volume [2] - The "Xiyou" intelligent agent is designed to cover various application scenarios across different levels of tax authorities and government agencies, facilitating a shift towards high-value data services in digital governance [2] Group 4: Future Outlook - Despite increased short-term investments, the company anticipates that its high-value tax and finance services will continue to contribute to revenue and improve profitability [2] - The company is committed to building an Agent application factory that covers the entire tax and finance value chain, while also enhancing digital governance services driven by data [2]

年度科技盛宴GTC昨晚正式拉开帷幕。 会上，黄仁勋透露，美国四大云端龙头今年已购360 万个 Blackwell 芯片，预计2028 年资料中 心资本支出规模突破1万亿美元。他同时透露，透露，Blackwell 架构的芯片，已经全面投产， 客户的需求令人难以置信。 黄仁勋甚至开玩笑说他是"主要营收破坏者"，因为他贬低了英伟达的旧款Hopper 系列，展示了 Blackwell 如何提供比旧款Hopper 系列更好的推理性能。 黄仁勋说，由于这些优势，当Blackwell 开始批量发货时，公司甚至无法免费赠送Hopper 产 品，但他表示"当科技发展如此之快"且"工作量如此之大"时，最新一代芯片将带来巨大的好处。 于是，在大会上，黄仁勋正式揭开了英伟达新GPU路线图。 Blackwell Ultra，今年重点 本届GTC上，NVIDIA 首先通过其 Blackwell Ultra 平台升级 Blackwell，提供高达 288 GB 的 HBM3e 内存。不过，Nvidia 并未我们期望那样，透露 Blackwell Ultra 比原版 Blackwell 有多好的 数据。 如果您希望可以时常见面，欢迎标星收藏 ...