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港股概念追踪|三部门开展高端医疗装备推广申报 国产器械板块复苏明确(附概念股)
智通财经网· 2025-09-29 00:33
通知指出,为深入贯彻健康中国、制造强国战略部署,加快推进高端医疗装备创新发展,开展新技术新 产品新场景大规模应用,现就 2025 年度高端医疗装备推广应用项目申报工作有关事项通知如下:面向 高端医疗装备重点产品和典型场景,遴选一批技术创新水平与临床应用水平处于全国前列,对医工协同 创新、中试验证、临床研究、迭代升级与推广应用等具有较强引领带动作用的项目。本年度重点开展 5 类重点产品和 4 类典型场景的推广应用。 智通财经APP获悉,工业和信息化部办公厅 、国家卫生健康委办公厅、 国家药监局综合和规划财务司 发布关于开展 2025 年高端医疗装备推广应用项目申报工作的通知。 招商证券国际发布研报称,2025年上半年,内地医疗器械行业整体收入同比跌3.8%,归母净利润同比 跌12.8%;扣非净利润同比跌14.5%。第二季单季收入同比跌5.5%,归母净利润同比跌20.3%,扣非净利 润同比降25%。 该行以港股和A股上市的129家医疗器械公司为样本,经过分析发现上半年约53%的公司收入实现同比 增长,增速超20%占比16%,增速处于0-20%区间占比37%。 该行认为,经历过疫情及国内集采双重政策扰动后,整体器械 ...
云栖大会聚焦“云智一体” 阿里推进3800亿AI基建
Zheng Quan Shi Bao· 2025-09-24 17:59
Core Insights - The 2025 Yunqi Conference in Hangzhou focuses on "Cloud Intelligence Integration and Carbon-Silicon Symbiosis," featuring three main forums and over 110 discussion topics [1] - Alibaba's CEO, Wu Yongming, emphasized that the realization of Artificial General Intelligence (AGI) is a certainty, with the ultimate goal being the development of Super Artificial Intelligence (ASI) [1][2] Group 1: AI Development and Strategy - Wu outlined a three-phase evolution route to ASI: "Intelligent Emergence," "Autonomous Action," and "Self-Iteration," highlighting the current phase as AI assisting humans [2] - Alibaba is investing 380 billion yuan (approximately $53 billion) over three years in AI infrastructure, with plans to increase energy consumption at global data centers by tenfold by 2032 compared to 2022 [2] - Alibaba Cloud announced the launch of seven large model technology products covering various fields, including language and vision models [2] Group 2: Global Infrastructure Expansion - Alibaba Cloud is expanding its global infrastructure by establishing new cloud computing nodes in Brazil, France, and the Netherlands, and expanding data centers in Mexico, Japan, South Korea, Malaysia, and Dubai [3] - The company currently operates 91 availability zones across 29 regions, making it the largest cloud service provider in China and the Asia-Pacific [4] Group 3: AI Applications and Collaborations - Alibaba Cloud partnered with NVIDIA in the Physical AI sector to integrate NVIDIA's software stack, enhancing services for enterprise users in data preprocessing and simulation [5] - The conference showcased numerous companies specializing in embodied intelligence, with a significant increase in audience engagement [6] - Companies like YuShu Technology and YuanLi Unlimited presented their latest robotic products, demonstrating practical applications of AI in various sectors [6][7]
知乎-W(02390)TechClub新知科技大会:展开科技与人文思辨,向AI先行者致敬
智通财经网· 2025-09-21 05:56
Group 1 - The Zhihu-W TechClub conference focused on the theme "Reconstructing Technology Under AI," bringing together experts, executives, AI developers, and Zhihu contributors to discuss AI technology evolution and human-machine collaboration [1][4] - Zhihu announced the "AI Pioneers" and "Tech Translator Brand" lists, recognizing developers and brands leading technological and product innovation [3][11] - The conference featured discussions on the future of AI technology and its impact on human life, with insights from academic experts on AI development paths and the integration of brain-machine interfaces [4][5] Group 2 - The conference highlighted the importance of AI in various sectors, with examples from China Mobile's AI applications in agriculture, mining, and smart living [5] - A debate among Zhihu contributors addressed the dual nature of AI's impact on society, discussing whether AI enhances or diminishes human creativity and productivity [6][9] - The "AI Pioneers" list included notable figures from academia and industry, showcasing individuals who are driving AI advancements and innovation [13][14] Group 3 - The conference launched the 2025 National AI Application Scenario Innovation Challenge, focusing on general artificial intelligence (AGI) and encouraging participation from research institutions and technology companies [15][17] - The challenge aims to gather innovative projects across various AI application scenarios, emphasizing social concerns and enhancing workplace efficiency [17] - Zhihu aims to connect technology professionals, academia, and the public to transform advanced technologies into practical solutions for everyday life [17]
斥资超9亿美元!英伟达(NVDA.US)“买人”又“买技术”
Xin Lang Cai Jing· 2025-09-19 11:39
来源:智通财经网 此类"挖角核心人才+获取技术授权"的交易模式,在科技行业并不鲜见——Meta(META)、谷歌 (GOOGL.US)等巨头此前均有类似操作。 例如,今年6月,Meta宣布向AI公司Scale投资143亿美元,收购其49%股权,对这家总部位于旧金山的 企业估值超290亿美元;与此同时,Scale CEO亚历山大·王(Alexandr Wang)加盟Meta,牵头负责聚焦通用 人工智能(AGI)的"超级智能"团队。 7月,谷歌也以24亿美元达成一笔类似交易,将Windsurf联合创始人兼CEO瓦伦·莫汉(Varun Mohan)及该 公司多名研发人员纳入麾下,交易中同样包含技术授权费用。 除此之外,谷歌去年还通过类似方式吸纳了AI聊天机器人公司Character.AI的创始人团队;微软(MSFT)、 亚马逊(AMZN)也分别针对AI公司Inflection、Adept完成了"人才+技术"双引进的交易。 值得关注的是,就在本周四,英伟达与英特尔(INTC.US)还宣布达成一项重磅合作,将联合研发个人电 脑(PC)与数据中心芯片;与此同时,英伟达表示将以50亿美元入股英特尔。 据报道,英伟达(NVD ...
斥资超9亿美元!英伟达(NVDA.US)“买人”又“买技术”,挖角AI芯片创企Enfabrica核心团队
智通财经网· 2025-09-19 11:30
智通财经APP获悉,据报道,英伟达(NVDA.US)斥资超9亿美元,用于挖角AI硬件初创公司Enfabrica的 首席执行官罗尚·桑卡尔(RochanSankar)及其他员工,并同时获得该公司的技术授权。 此次交易中,英伟达将以现金加股票的形式支付款项,相关交易已于上周完成。报道援引知情人士消息 称,Enfabrica CEO桑卡尔已正式加盟英伟达。 Enfabrica成立于2019年,其核心技术可实现10万台以上图形处理器(GPU)的互联。报道指出,这项技术 能帮助英伟达围绕自家芯片打造集成系统,让多组GPU集群可高效协同,如同一台独立计算机般运作。 事实上,英伟达早与Enfabrica有资本往来:2023年,在由阿特瑞德斯资本(Atreides Management)牵头的 Enfabrica B轮1.25亿美元融资中,英伟达就曾参与投资。报道提及,Enfabrica当时未披露具体估值,但 透露较A轮融资时增长了5倍。 去年年底,Enfabrica再次完成1.15亿美元融资,投资方包括星火资本(SparkCapital)、Arm(ARM.US)、三 星(Samsung)及思科(CSCO.US)等。据市场数 ...
聚焦具身智能产业化 2025科技创变者大会在京举办
Zhong Guo Xin Wen Wang· 2025-09-06 10:29
中新网北京9月6日电 (记者 陈杭)2025科技创变者大会5日在北京举办,以"具身智能 产业智变新引擎"为 主题,吸引国内外科学家、企业家及投资人等齐聚一堂,共同探索具身智能的前沿创新、科技成果转化 以及产业化落地。 大会由智友·雅瑞科创平台主办,北京中关村东升科技园有限责任公司、广发证券股份有限公司联合主 办。 大会现场举行"中国意大利机器人(北京)研究创新中心"合作签约仪式,意大利机器人国家能力中心 ARTES4.0首席科学家保罗·达里奥,与中关村智友研究院院长、智友·雅瑞科创平台及雅瑞科学家基金发 起人王田苗代表双方签署战略合作协议。 由智友·雅瑞科创平台联合多家产业链主企业共同发起的"具身智能-产业协同创新中心"正式成立,该中 心首批创始成员汇聚京东方、联想、TCL、施耐德、浪潮、白鲸航线、长城资本等,将创新构建"技术- 项目-产业-资本"全链路贯通的发展新范式,助力具身智能技术从实验室走向现实场景,加速突破产业 应用"深水区"。 保罗·达里奥表示,从发展脉络看,机器人已从工业自动化、服务场景渗透,迈向融合仿生学、认知科 学与 AI的突破性创新阶段,高性能产品已融入生活。 北京智源人工智能研究院理事长 ...
OpenAI首席人事官将离职,转投AI普及事业
智通财经网· 2025-08-22 03:51
Group 1 - OpenAI's Chief People Officer, Julia Villarreal, will leave the company to pursue personal aspirations related to art, music, and storytelling [1] - Villarreal joined OpenAI in February 2024 and was promoted to Chief People Officer in March 2024 [1] - Jason Kwan, the Chief Strategy Officer, will temporarily take over Villarreal's responsibilities while the new CEO of application business, Figi Simo, searches for a replacement [1] Group 2 - OpenAI is considering an employee stock sale plan that could increase its valuation from $300 billion to $500 billion, highlighting rapid user and revenue growth [2] - The company is facing increased competition for AI research talent, necessitating a demand for more cash [2] Group 3 - A recent survey indicates that 71% of Americans are concerned that AI will lead to permanent job losses, despite the current unemployment rate being only 4.2% [1] - The talent war in the AI sector is intensifying, with Meta's CEO Mark Zuckerberg offering $100 million signing bonuses to OpenAI researchers [1]
业界人士称2025年具身智能机器人将迎商用发展拐点
Zhong Guo Xin Wen Wang· 2025-08-21 17:57
Core Insights - The global industry is on the brink of an "explosion of embodied intelligence," with artificial intelligence accelerating towards Artificial General Intelligence (AGI) [1] - By 2025, embodied intelligent robots are expected to reach a commercial development turning point, becoming the "next generation of mass intelligent terminals" following smartphones and automobiles [1] Company Strategy - The company emphasizes ecosystem co-construction as the core driver for scaling the embodied intelligence industry, which is a key part of its strategic focus [1] - The company has launched the "Zhiyuan A Plan," aimed at incubating over 50 high-potential early-stage projects to create a trillion-level industry ecosystem within three years [1] Technological Development - The company's first embodied intelligent operating system, "Lingqu OS," has been open-sourced, supporting a full-stack technology strategy [1] - The company is building three core capabilities: motion intelligence, interaction intelligence, and operational intelligence, creating a self-evolving foundation for general embodied intelligent systems [1][2] Future Goals - The company aims to achieve a deployment scale of 100,000 general-purpose robots within three years, supporting a wide range of tasks with autonomous generalization capabilities [2]
“深度绑定”共攀科技创新高峰
Xin Hua Ri Bao· 2025-07-30 21:12
Group 1 - The core viewpoint of the article emphasizes the establishment and operationalization of the Yangtze River Delta Innovation Alliance, which aims to enhance regional collaboration in technology innovation and address key industry challenges [1][5][10] - The first batch of innovation alliances focuses on seven strategic technology fields, including artificial intelligence, integrated circuits, biomedicine, aerospace manufacturing, intelligent equipment, new energy vehicles, and quantum communication [2][5] - The second batch of alliances expands into ten fields, including new generation information technology and intelligent robotics, indicating a broader focus on emerging industries [5][10] Group 2 - The Yangtze River Delta Language Computing Innovation Alliance, led by Sibeichi Technology Co., Ltd., aims to address the challenges of general artificial intelligence (AGI) in various application scenarios, enhancing reliability and commercial value [3][8] - The Traditional Chinese Medicine Green Intelligent Manufacturing Technology Innovation Alliance, led by Jiangsu Kangyuan Pharmaceutical Co., Ltd., focuses on developing intelligent manufacturing technologies for modern Chinese medicine extraction [4][8] - The collaborative model of the innovation alliances promotes resource sharing among members, enhancing research efficiency and fostering innovation through a structured management system [6][7] Group 3 - The alliances are designed to eliminate the gap between technological innovation and industrial application, establishing clear operational rules and roles among participating entities [6][10] - The resource-sharing mechanism within the alliances allows for the integration of algorithms, research data, and industrial scenarios from different regions, enhancing collaborative innovation [7][10] - The article highlights the importance of government support in facilitating major technological breakthroughs and the establishment of significant innovation platforms within the Yangtze River Delta [10]
137亿美元换“永久AI通行证”? 微软与OpenAI再谈改写AGI触发条款
Zhi Tong Cai Jing· 2025-07-29 15:34
Core Viewpoint - Microsoft is in deep discussions to renegotiate its agreement with OpenAI, which may allow Microsoft to continue accessing critical AI technologies even after OpenAI achieves its goal of Artificial General Intelligence (AGI) [2][3][4] Group 1: Agreement Negotiations - The current agreement stipulates that once OpenAI reaches AGI, Microsoft will lose some rights to use OpenAI's technology [3][4] - New terms under discussion would allow Microsoft to use OpenAI's latest models and core AI technologies even if OpenAI claims to have achieved AGI [3][4] - Negotiations have been ongoing, with potential for an agreement to be reached within weeks [3][4] Group 2: Financial and Structural Considerations - OpenAI is seeking a larger share of revenue from its partnership with Microsoft and adjustments to Microsoft's access to its intellectual property [4][5] - Microsoft aims to maintain access to OpenAI's core AI technologies beyond the current contract's expiration in 2030 [4][5] - OpenAI is also looking to expand its services to more clients, including those not using Microsoft's Azure cloud platform [5][7] Group 3: AGI and Milestones - OpenAI defines AGI as a highly autonomous system that surpasses human capabilities in most economic value tasks [5] - The current contract includes clauses related to AGI milestones, which could trigger Microsoft's loss of rights to OpenAI's technology [5][6] - Microsoft has the authority to determine if commercial milestones are met, but disputes could lead to legal challenges [6] Group 4: Investment and Future Funding - OpenAI is eager to change its non-profit structure to secure additional funding for building data centers and supporting next-generation AI models [7] - SoftBank Group has indicated it would provide billions in support, contingent on OpenAI's restructuring being completed by year-end [7]