刘东（下一代互联网国家工程中心主任、2025世界互联网名人堂入选者） 智能体互联网（Internet of Agents，IoA）是指由自主智能体组成的数字生态系统，这些智能体能够彼此 发现、通信并协作，在无人直接干预下完成复杂任务。IoA以智能体为主体，支持端到端的自主交互， 在智能体互联网范式下，智能体可以根据用户意图彼此对话、协同决策，直接采取行动来完成用户委托 的目标，标志着互联网走向了由"智能体驱动"的新型业态。 智能体互联网并非凭空出现，其技术突破伴随着需求牵引，使智能体互联网迅速升温。一方面，企业和 用户面对海量信息和复杂数字流程，自动化助手的价值日益凸显。Gartner（高德纳咨询公司——编者 注）预测到2028年，将有15%的日常事务由人工智能代理自主处理，约三分之一的企业应用将内嵌代理 智能。据估计，智能体相关市场规模未来几年将以年复合46%的惊人速度增长。智能体技术被视为改变 商业模式和生产生活方式的颠覆力量，各国政府和科技巨头纷纷将其纳入战略规划。另一方面，产业界 的投入和协作推动IoA生态加速成形。华为《智能世界2035》报告就预测，到2035年全球AI智能体数量 将达9000亿，超 ...

Core Viewpoint - The article discusses the evolution of policy from "Internet Plus" to "Artificial Intelligence Plus," highlighting the differences in focus and implications for the future of technology integration in China [2][5][18]. Policy Evolution - The "Artificial Intelligence Plus" action plan was released by the State Council on August 26, 2025, aiming to deeply integrate AI with various sectors of the economy and society, outlining six key actions and corresponding developmental goals [2][3]. - In contrast, the "Internet Plus" action plan was issued on July 4, 2015, emphasizing the role of the internet as a foundational infrastructure for resource integration and innovation [3][7]. Terminology and Focus - A notable difference between the two documents is the frequency of the term "platform," which appears 62 times in the "Internet Plus" document but only 4 times in the "Artificial Intelligence Plus" document, indicating a shift in focus from platform-centric models to a broader integration of AI [4][5]. Technological and Economic Differences - The article argues that the fundamental nature of the internet as a "connector" contrasts with AI as a "cognitive" technology, leading to different policy approaches. The internet's value lies in connecting dispersed entities, while AI enhances the intelligence of individual nodes [9][10]. Industry Practices - The concept of "industrial internet" emerged from the "Internet Plus" initiative, where platform companies sought to extend their influence from consumer to enterprise sectors. However, the reality of business needs has led to a decline in enthusiasm for this strategy [11][12]. AI Integration and Future Prospects - The "Artificial Intelligence Plus" initiative aims to transition service industries from digital empowerment to intelligent-driven services, suggesting a shift in how businesses will adopt AI technologies [13][14]. - The article expresses optimism about achieving the 2027 goal of widespread AI integration across six key areas, citing lower resistance compared to the "Internet Plus" initiative [13][14]. Long-term Goals and Network Strategies - The long-term objectives for 2030 and 2035 require a network strategy to support the comprehensive development of the intelligent economy, emphasizing the need for interaction between supply and demand [16][18]. - The article notes a lack of emphasis on the internet within the "Artificial Intelligence Plus" policy, which may overlook the potential benefits of network effects in facilitating AI's growth [17][18]. Intelligent Internet Concept - The concept of "intelligent internet" is introduced as a potential framework for integrating AI and internet technologies, suggesting that the evolution from platform models to intelligent agents could enhance the effectiveness of AI applications [19][20]. - The emergence of open-source protocols for intelligent agents may facilitate a transition to a more decentralized and efficient model, breaking the dominance of traditional platform companies [19][20]. Conclusion - The article concludes that both "Internet Plus" and "Artificial Intelligence Plus" are not mutually exclusive but rather interdependent, with the potential to jointly drive China towards a new stage of intelligent economic and social development [22].

Core Viewpoint - The report "Intelligent World 2035" by Huawei outlines a systemic technological revolution driven by five foundational technologies: energy, storage and computing, perception and interaction, communication and networking, and intelligent technology, which will create significant opportunities in the next decade [8][13]. Group 1: Ten Technological Leapfrogs Towards Intelligent World 2035 - The report emphasizes that the upcoming technological revolution is not a result of single-point breakthroughs but a resonance effect from the accumulation of foundational technologies over decades [13]. - The future will see a shift from linear technological progress to simultaneous breakthroughs across multiple domains, creating a feedback loop that accelerates change [13][14]. - The concept of "superintelligent agents" is still maturing, requiring innovations beyond current models like Transformer to achieve true reasoning capabilities [16][17]. Group 2: Computing Power - Huawei predicts that global computing power demand will increase by 100,000 times by 2035 compared to 2025, highlighting computing power as a critical resource [19][22]. - The report introduces the concept of a "computing power cost singularity," where AI applications create value exceeding ten times the cost of computing power, leading to explosive demand [22]. Group 3: Storage - By 2035, storage demand is expected to grow by 500 times compared to 2025, with AI data comprising over 70% of this demand, indicating a significant growth opportunity in the storage industry [24]. Group 4: Intelligent Agent Internet - The report forecasts a future where 9 billion humans are interconnected with 900 billion intelligent agents, suggesting that the opportunities in the intelligent agent internet era will surpass those of the PC and mobile internet combined [28]. Group 5: Communication and Satellite Internet - Future communication networks will evolve into a "ground + satellite" collaborative network, making satellite internet and low-orbit satellite communication key infrastructure opportunities [30]. Group 6: Energy - The report anticipates that by 2035, wind and solar energy will surpass fossil fuels in generation capacity, with breakthroughs in hydrogen, controlled nuclear fusion, and space-based solar energy expected [30]. Group 7: Robotics, Batteries, and Perception Technology - The report identifies the need for advancements in robotics, including lighter, more cost-effective designs, and enhanced perception capabilities to enable AI to interact with the physical world [33][35]. - Innovations in energy density and efficiency of batteries are crucial for the practical application of AI in real-world scenarios [35][36]. Group 8: Opportunities Ahead - The report concludes that the next decade will present a multitude of interconnected opportunities across various industries, driven by advancements in AI and intelligent agents [39][40].

Group 1 - The media industry possesses dual attributes of technology application and discretionary consumption, expected to leverage AI applications to create new consumption scenarios [1] - In terms of policy, the State Council launched the "Artificial Intelligence +" action plan in August 2025, followed by the Ministry of Commerce's announcement in September to expand service consumption policies, supporting the creation of quality works in film, animation, and other fields, while exploring the value of traditional cultural IP [1] - The film industry is seeing a rich supply of films for the National Day holiday, including titles like "Assassination Novelist 2" and "Life of Langlang," with average content quality, while high-quality content is anticipated to drive surrounding derivative economies [1] Group 2 - AI technology is driving the development of movie-level video generation models, enhancing content production efficiency [1] - The overall industry benefits from the spiral development of AI from hardware to application, with the intelligent internet era set to reshape entertainment experiences through immersive technology that integrates multi-sensory interactions, promoting the fusion of virtual and physical worlds [1] - The Film ETF (516620) tracks the CSI Film Index (930781), which selects listed companies involved in film and television production and distribution from the Shanghai and Shenzhen markets, reflecting the overall performance of the film and entertainment industry [1]

Core Viewpoint - The article discusses the transformation of China's communication industry from "Internet of Everything" to "Intelligent Internet of Everything," highlighting the role of Haohan Deep (688292) in this AI revolution and its efforts to redefine its position in the market [1]. Group 1: AI Integration and Strategy - Haohan Deep is focusing on building an integrated AI engine that combines cloud, network, edge, and terminal, aiming to enhance decision-making efficiency and collaborative trust in the industry [2]. - The company has shifted from traditional network visualization to becoming an "intelligent hub," utilizing machine learning to proactively predict security threats rather than reactively responding to them [1][2]. - The company emphasizes a dual-driven strategy of "empowerment" and "protection," ensuring that each iteration of intelligence is reliable, verifiable, and traceable [2]. Group 2: Partnerships and Innovations - In June 2024, Haohan Deep signed a cooperation agreement with Huawei to leverage Huawei's Ascend full-stack solutions for AI application innovation [2]. - By 2025, Haohan Deep plans to collaborate with UnionPay's data subsidiary to apply its self-developed "Morning Star" large model in the intelligent call sector, expanding its reach in financial services [3]. Group 3: New Concepts and Ecosystem Development - The concept of "Intelligent Agent Internet" is introduced, where AI agents with autonomous decision-making capabilities will redefine connection logic in the digital world [3][4]. - Haohan Deep aims to create a new ecosystem that allows various intelligent agents to collaborate and generate value, focusing on open interfaces, data contracts, and revenue-sharing rules [4]. Group 4: Future Plans and Market Positioning - The company has outlined a three-step strategy to establish a platform for financial and security projects, develop an A2A interconnection protocol, and promote the Intelligent Agent Internet across various sectors [4]. - Haohan Deep is positioned to leverage China's vast data resources, rich scenarios, and strong computing power to contribute to the development of the AI industry, aiming for sustainable growth through its dual-driven strategy [5].

Group 1: Xiaomi and Huawei Developments - Xiaomi's chairman Lei Jun unveiled the new back screen design for the Xiaomi 17 Pro smartphone, featuring customizable display options and dual cameras [1] - Huawei has initiated price reductions for three flagship phone series, with the Mate X6 dropping from 12,999 yuan to 10,999 yuan, and the Pura 80 series seeing reductions of up to 1,500 yuan [2][4] Group 2: Tencent and Alibaba Market Performance - Tencent's market capitalization has returned to 600 billion HKD, with a nearly 300% increase over three years, driven by AI investments and strong gaming revenue [4] - Alibaba's stock price has reached a nearly four-year high, with a year-to-date increase of over 96%, recovering significantly from a low of 59 HKD in October 2022 [5] Group 3: Haier and Robotaxi Investments - Haier's Robotaxi business received strategic investment from Alibaba, indicating a deepening collaboration in autonomous driving technology [5][6] - Haier aims to scale its Robotaxi operations within two years, having already established a team of over 200 personnel [6] Group 4: Health and Retail Expansion - "Dong Mingzhu Health Home" has opened 970 stores nationwide, with plans to establish 3,000 stores this year, generating approximately 3.9 billion yuan in retail sales from 293 stores [7] Group 5: Huawei's Technological Insights - Huawei released a report outlining ten technology trends for the smart world by 2035, emphasizing breakthroughs in computing architecture and the growing importance of data for AI development [8] Group 6: Laser Radar Market Growth - The Chinese laser radar market is projected to exceed 24 billion yuan by 2025, with significant growth driven by increased demand in the robotics sector [9]

Group 1 - Huawei held the "Exploring the Unknown, Leaping into the Future" keynote speech on September 16, officially releasing the "Intelligent World 2035" series reports, which include the "Intelligent World 2035" and "Global Digital Intelligence Index 2025" reports, forecasting key technological trends for the next decade and their impacts on various industries such as education, healthcare, finance, manufacturing, and energy [1] - The first trend indicates that AGI will be the most transformative driving force in the next decade, but several core challenges must be overcome to achieve the AGI singularity, with a necessary path towards the physical world [1] Group 2 - The second trend highlights that as large models develop, AI agents will evolve from execution tools to decision-making partners, driving an industrial revolution [2] - The third trend points to a transformation in development models, where human-AI collaborative programming becomes mainstream, allowing humans to focus on top-level design and innovative thinking while delegating tedious coding tasks to efficient AI [2] - The fourth trend notes a shift in interaction methods from graphical interfaces to natural language, evolving towards multi-modal interactions that integrate human senses, providing users with immersive experiences [2] Group 3 - The fifth trend states that mobile apps are transitioning from independent functional entities to AI-driven service nodes, where users can simply give commands, and AI agents will invoke relevant service nodes for an optimal experience [2] - The sixth trend anticipates that with breakthroughs in key technologies like world models, new L4+ autonomous vehicles will enter daily life, becoming a "mobile third space" [2] - The seventh trend predicts that by 2035, the total computing power of society will increase by 100,000 times, breaking free from traditional von Neumann architecture constraints and achieving disruptive innovations across four core areas: computing architecture, material devices, engineering processes, and computing paradigms [2] Group 4 - The eighth trend emphasizes that data will become the "new fuel" driving AI development, with AI storage capacity demands expected to grow 500 times by 2025, accounting for over 70% of total storage needs, leading to changes in storage paradigms driven by Agentic AI [2] - The ninth trend indicates that the number of connected objects in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [3] - The tenth trend highlights that energy will become a core constraint on the rapid development of AI, with renewable energy expected to accelerate the replacement of traditional fossil fuels, surpassing 50% of total power generation by 2035, while AI will play a central role in managing new energy systems through token management of watts for real-time energy management [3]

Core Insights - The report emphasizes that by 2035, the total computing power of society will increase by 100,000 times, indicating a significant transformation in the computing landscape [1] - It highlights that the computing field will break free from the traditional von Neumann architecture, achieving disruptive innovations in four core areas: computing architecture, material devices, engineering processes, and computing paradigms [1] - Data is identified as the "new fuel" driving the development of artificial intelligence, with AI storage capacity demand expected to grow by 500 times compared to 2025, accounting for over 70% of total storage needs [1] - The report predicts that the number of connected entities in communication networks will expand from 9 billion people to 900 billion intelligent agents, marking a transition from mobile internet to intelligent agent internet [1]

Core Insights - The GOSIM HANGZHOU 2025 conference highlighted the integration of open-source and AI technologies, showcasing their potential across various industries and emphasizing the importance of community collaboration in driving innovation [1][3][4]. Group 1: Conference Overview - The conference attracted over 200 global leaders in open-source and AI, along with more than 1500 developers, featuring keynote speeches, high-end forums, and specialized discussions on AI models and infrastructure [1][3]. - Keynote speakers included influential figures from organizations like the United Nations and major tech companies, discussing the significance of open-source in AI development and global collaboration [3][6][7]. Group 2: Community and Collaboration - The event emphasized community engagement, with forums dedicated to the Rust programming language and hands-on workshops that fostered interaction among developers [4][5][15]. - The conference featured a strong focus on practical applications, including hackathons that encouraged developers to create innovative solutions in real-time [22][24]. Group 3: AI and Open Source Integration - Discussions on the future of AI highlighted the need for high-quality training data and the challenges of integrating AI into real-world applications, stressing the role of open collaboration in overcoming these hurdles [8][12]. - The conference explored various AI themes, including embodied intelligence, intelligent agents, and the next generation of AI technologies, showcasing advancements and potential applications [10][12][14]. Group 4: Workshops and Practical Engagement - A total of 14 workshops were organized, allowing developers to engage in hands-on learning and collaboration on cutting-edge technologies [17][20]. - The workshops covered a range of topics, from AI inference to cross-platform development, providing participants with practical skills and insights [18][20]. Group 5: Future Directions and Closing Remarks - The conference concluded with a call for continued collaboration in the open-source AI community, setting the stage for future events and innovations [33][34]. - GOSIM HANGZHOU 2025 served as a platform for fostering connections between academia and industry, promoting ongoing dialogue and exploration in the tech community [29][31].

Core Insights - The "Artificial Intelligence+" initiative aims to deeply integrate AI with various sectors of the economy and society, focusing on six key actions: scientific technology, industrial development, quality improvement in consumption, welfare, governance capabilities, and global cooperation [2] - The policy document reflects a significant shift from the "Internet+" initiative, with a notable reduction in the emphasis on platforms, indicating a recognition of the differences between AI as a cognitive technology and the internet as a connective technology [2][3] - The long-term goals for 2030 and 2035 emphasize the need for a comprehensive and systemic approach to develop an intelligent economy and society, which requires a network strategy to support the penetration of AI into various sectors [12][16] Comparison of Policy Approaches - The "Internet+" initiative focused on the internet as an infrastructure for connecting and integrating resources, emphasizing the role of platform enterprises in driving action [5][6] - In contrast, the "Artificial Intelligence+" initiative appears to lack a coherent internal logic and core focus, presenting a collection of scattered efforts rather than a unified strategy [6][7] - The fundamental differences in technology economics explain the divergent policy approaches, with the internet's value stemming from connectivity and network effects, while AI's value lies in enhancing the intelligence of individual nodes [7][8] Industry Practices and Challenges - Platform enterprises initially aimed to extend their influence from consumer to enterprise markets, but faced challenges in achieving rapid technology diffusion, leading to a shift in focus back to more straightforward B2B paths [9][10] - The "Artificial Intelligence+" initiative encourages a transition from digital empowerment to intelligent-driven services, indicating a shift in how enterprises will adopt AI technologies [10][11] - The absence of a strong internet component in the "Artificial Intelligence+" policy may hinder the potential for network effects that could enhance the initiative's long-term goals [12][13] Future Directions - The concept of the "Internet of Agents" is highlighted as a potential area for synergy between AI and the internet, suggesting that AI could facilitate a transition from platform-based models to more decentralized, agent-based networks [14][15] - The emergence of open-source protocols for intelligent agents could disrupt the current platform-dominated landscape, fostering a more equitable distribution of intelligence and data [14][15] - The successful integration of AI into various sectors will depend on establishing a foundation for the "Internet of Agents," which could ultimately support the broader goals of the "Artificial Intelligence+" initiative [16][17]