中国信通院副院长魏亮表示，中国信通院作为国家智库和产业创新平台，紧密围绕国家战略部署，在工 信部的领导下引领推动大模型产业高质量发展，通过深化研究与战略支撑、完善基础设施生态建设、深 度参与国际治理三方面，持续以体系化研究布局与产业赋能，推进大模型高水平赋能千行百业创新。 大模型技术如今在智能体、多模态、开源等方面不断向前迈进，哪些是全球大模型创新的共同方向与趋 势？同时，大模型产业应用进入深水区，大模型将如何重塑全球产业格局与生态？真实效果与实际价值 如何？7月28日，大模型智塑全球产业新秩序论坛于上海举办。论坛主题是"智启新序，重塑未来"，全 球AI专家学者领袖、产学研精英齐聚一堂，聚焦大模型的前沿产业突破与垂直领域的应用实践，全景 展现大模型技术演进的新趋势与驱动产业变革的新蓝图。 中国信通院联手联合国工业发展组织投资与技术促进办公室（中国·上海）、BSI英国标准协会、上海联 通、上海仪电、库帕思、模速空间、上海市人工智能行业协会、魔搭社区、蚂蚁集团、minimax十家生 态核心机构代表，携手面向全球重磅发布"大模型开源安全倡议"，面对开源大模型大规模应用带来的更 多安全风险，号召行业同仁积极响应四点倡 ...

Core Insights - The future of "smart terminals" is being reimagined with the introduction of AIPC (Artificial Intelligence Personal Computer), which can perform tasks while in sleep mode and support complex reasoning locally without relying on cloud computing [1][2][5] Group 1: AIPC and Its Innovations - AIPC is evolving from a simple office tool to a "mobile productivity center," addressing two main pain points: reliance on cloud computing and limited local hardware resources [2] - The "small box" solution, termed "limitless terminal intelligence," aims to maximize the potential of limited terminal resources through software and hardware collaboration [2][5] - The AIPC can release over 1,000 hours of productivity annually by executing background tasks during idle CPU periods, thanks to the Infini-Megrez2.0 model, which achieves cloud-level intelligence with significantly reduced memory and computational requirements [5][7] Group 2: Technological Advancements - The Infini-Megrez2.0 model enables "unperceived operation," transforming AIPC from a mere tool to an intelligent assistant that can autonomously handle tasks during sleep periods [7] - The Infini-Mizar 2.0 inference engine enhances the speed and efficiency of large model operations, increasing the local model size limit from 7B to 30B, while improving intelligence levels by 18% and doubling inference performance [8] - The combination of Mizar2.0 and Megrez2.0 allows for significant advancements in terminal intelligence applications, pushing the boundaries of what is possible in edge AI [8] Group 3: Partnerships and Future Goals - The company is collaborating with Lenovo, H3C, and other partners to turn innovations into accessible products, including an integrated large model machine and FPGA-based inference systems [9][11] - The ultimate goal is to create next-generation smart terminals that serve a wide range of applications, making AGI accessible to everyone [11]

21世纪经济报道记者肖潇 王俊 北京报道 作为科技圈的香饽饽产品，AI眼镜被各大科技巨头视为继手机之后的下一代智能终端。 TA如同一个探照灯，能随时捕捉人脸、行为轨迹、环境影像等信息，在提供便利的同时，安全质疑也 随之而来。 "智能眼镜产品，隐私泄露的风险尤为突出。"7月28日，在世界人工智能大会发布的《终端智能体安全 2025》（下称《白皮书》）指出，这类设备在数据采集、处理、传输等环节均存在被窃听、被篡改的风 险，尤其是涉及图像、人脸、地理位置等个人敏感信息时。 白皮书进一步建议，应对智能眼镜类产品进行"能力安全管控"，包括限制其数据调用范围、操作权限， 并对异常行为实现即时阻断。 这份白皮书由上海人工智能实验室、中国信通院、蚂蚁集团、IIFAA联盟四方联合发布。首次系统梳理 了智能体风险分类、如何发现风险、如何防御风险，并覆盖了单智能体设备、多智能体协同，再到AI 终端生态的全面挑战。在AI Agent成为"下一代操作系统"的当下，这场对安全设施的梳理，来得尤为及 时。 AI智能体开始落地到终端，但它和我们熟悉的智能设备已经不是一回事了。 垂直行业的人机交互逻辑也在被改变。现在的AI 座舱已经可以通过驾 ...

Core Insights - The report emphasizes the transition of intelligent agents towards more endpoints, showcasing enhanced generalization and adaptability across various applications, evolving from single-task functionalities to complex scenarios such as programming assistance, social interaction, and economic governance [1][3] - The emergence of lightweight intelligent agents, capable of running directly on everyday devices like smartphones and wearables, is becoming a mainstream trend, particularly in consumer-facing applications where user concerns about privacy, response speed, and personalized experiences are increasing [3][4] - The concept of multi-agent systems is highlighted as a development trend, where multiple intelligent agents collaborate to complete complex tasks, necessitating a systematic ecological architecture for efficient communication and cooperation among agents [4][5] Industry Trends - The Shanghai World Artificial Intelligence Conference (WAIC) has brought attention to the accelerated application of endpoint intelligent agents, while also highlighting the new security challenges posed by extensive connectivity and complex architectures [1][3] - The report calls for enhanced research on endpoint intelligent agent security and the establishment of a comprehensive, multi-layered security protection system to ensure the healthy development of the large model industry and intelligent agent applications [1][5] - The need for a collaborative security ecosystem is emphasized, advocating for a framework that includes data sharing, capability collaboration, and standard recognition to address systemic security challenges in the context of cross-domain cooperation and evolving threats [5][6]

Core Insights - Google has officially launched Gemini CLI, an AI assistant for terminal environments, offering generous free usage quotas of 60 calls per minute and 1,000 calls per day [1][4][6] - The introduction of Gemini CLI marks a significant development in the competitive landscape of AI coding tools, with developers previously spending hundreds to thousands of dollars on similar tools [3][6] - Gemini CLI is open-source and has gained significant attention, achieving 15.1k stars on GitHub within a day of its release [8] Pricing and Accessibility - Users can access Gemini Code Assist for free by logging in with a personal Google account, unlocking the Gemini 2.5 Pro model and a million token context window [4] - The free usage model is seen as a strategic move to increase competition, particularly against Claude Code [6] Features and Capabilities - Gemini CLI supports various functionalities including code writing, debugging, project management, document querying, and code explanation, while also connecting to the MCP (Model Context Protocol) server for enhanced capabilities [10][15] - The tool is compatible with Mac, Linux, and Windows platforms, allowing for high efficiency and customization through a simple text file [10] Competitive Landscape - The launch of Gemini CLI has intensified competition in the AI coding tool market, with developers noting its superior performance compared to Claude Code in various coding tasks [18][20] - Feedback indicates that Gemini 2.5 Pro has significantly improved code generation and understanding capabilities, leading to faster bug fixes and higher completion rates in programming tasks [20][21] Development Philosophy - Google emphasizes a generalist model with Gemini 2.5 Pro, which is not specifically trained for coding tasks but rather designed to understand broader contexts and user needs [16][17] - The development team is focusing on integrating various capabilities rather than solely enhancing coding skills, aiming for a more holistic approach to software development [17][23] Future Outlook - The positive reception of Gemini CLI suggests a potential shift in the AI programming landscape, with indications that Google may be regaining ground in this competitive field [24]

Group 1 - The core viewpoint is that despite external pressures, China is accelerating the cultivation of new momentum in AI application scenarios, advanced manufacturing, and consumption upgrades [1] - The recent research direction of the fund aligns with this viewpoint, having conducted surveys on companies like Cangge Mining, Juguang Technology, Ximai Food, and Shengxin Lithium Energy since June [1] - Market data supports the fund's layout logic, with the main product, Siyuan Three-Year Holding Period Mixed A, achieving a nearly one-year return of 10.16% as of June 17, 2025, with the top ten heavy stocks in technology and new energy accounting for 53.37% [1] Group 2 - The fund manager emphasizes that the AI terminal's intelligentization will enter a product explosion cycle by 2025, while lithium battery leaders have begun to recover from the industry bottom [2] - Industry trends are reflected in the upcoming production of Shengxin Lithium Energy's 60,000 tons lithium salt project in Indonesia and Cangge Mining's successful team preparation for lithium extraction technology [2] - The fund currently manages a scale of 17.09 billion yuan and continues to enhance its ability to capture industry trends through research and investment linkage [2]

民生证券股份有限公司方竞,李萌近期对中芯国际进行研究并发布了研究报告《2025年一季报点评：短期波动不改成长趋势，产能释放驱动营收提 升》，给予中芯国际买入评级。 中芯国际(688981) 事件：5月8日，中芯国际发布2025年一季报，1Q25公司实现营收163.01亿元，同比增长29.44%；归母净利润13.56亿元，同比增长166.50%；销售 毛利率23.10%，同比+8.91pct；销售净利率为14.24%，同比+10.67pct。 ASP短压，产能出货稳增。公司2025年Q1营收环比指引为6%~8%，实际环比增长1.8%，略低于预期。短期波动来源于公司年度维修突发状况以及 新引进设备适配带来的良率问题，影响产品ASP下跌，25Q1公司折合8英寸ASP为933.25美元/片，环比-8.95%。在非市场竞争性因素影响下，后续 随公司工艺调整，产品ASP有望在下半年逐步修复。25Q1公司月产能折合8英寸共计97.33万片，同比增长19.47%；晶圆产能提升带动产能利用率 升至89.6%同比+8.8pct。产能效率的释放推动晶圆总出货量达到229.21万片，同比大幅增长27.70%。同时，公司本季度资本开支 ...