9月24日，计算机板块反复活跃。相关ETF中，截至发稿，计算机ETF（159998）涨0.09%，成交额超 4000万元，现居同标的产品第一。 电子ETF（159997）跟踪中证电子指数，该指数以中证全指为样本空间，选取涉及半导体产品与设备生 产、电脑存储与外围设备生产、电脑与电子产品零售、电子设备制造、电子制造服务和消费电子生产等 业务的上市公司股票作为成分股，以反映电子类相关上市公司整体表现。值得注意的是，电子ETF （159997）是全市场唯一一只跟踪中证电子指数的ETF。 消息面上，据中证网，2025云栖大会将于9月24日至26日举行，新模型、Agent（智能体）应用等AI软件 产品及服务器等基础设施硬件或是看点。 据智通财经， 9月21日下午，由科技部、上海市人民政府主办，上海市科委、复旦大学承办的浦江创新 论坛量子智能专题论坛举行，上海量子人工智能联合体、上海量子科技装备产业创新联盟宣布成立，上 海量子计算十大应用场景发布。复旦大学物理学系教授李晓鹏介绍，未来五年，该联合体将重点开展量 子人工智能学科交叉研究，突破基础理论、关键核心技术与重点应用，培育高水平量子人工智能交叉人 才团队。 （本文机构 ...

Group 1 - The core viewpoint emphasizes that quantum artificial intelligence is in its initial stage but holds significant potential for development [1] - AI can empower quantum computing, particularly in overcoming the major bottleneck of quantum error correction [1] - Google's quantum chip achieved a quantum error correction threshold below 1% using 105 qubits, showcasing the integration of AI in quantum technology [1] Group 2 - Chinese researchers, including professors from Tsinghua University and Zhejiang University, have made significant advancements in quantum error correction, indicating that China is at a world-class level in this field [2] - The need for post-quantum cryptography arises due to the vulnerability of current encryption methods like RSA to quantum algorithms, with the LWE algorithm emerging as a promising candidate [2] Group 3 - China possesses a solid foundation in quantum artificial intelligence but requires strategic planning and talent cultivation for future advancements [3] - The country is currently leading in AI applications but lacks sufficient talent for original innovation, which is crucial for becoming a technological powerhouse [3] - The quantum industry in China is still in its infancy, but there is potential for development without waiting for quantum computers to be fully operational [3]

中国青年报客户端讯（中青报·中青网记者 王烨捷）9月21日，以"AI量子：量子智能"为主题的浦江创新 论坛专题论坛在上海张江科学城举行。来自中国、美国、荷兰、卢森堡、新加坡等国的量子科技领域专 家，以学术报告、圆桌讨论等多层次互动方式，探讨人工智能与原子量子计算、量子信息科学、量子线 路优化、量子算法应用的交叉融合，研判量子人工智能领域当下亟需解决的关键科学问题和近期发展机 遇。论坛由中华人民共和国科学技术部、上海市人民政府主办，上海市科学技术委员会、复旦大学承 办。 量子人工智能作为引领未来科技革命的重要前沿方向，正成为量子科技与人工智能深度交叉融合的战略 高地，量子智能融合了量子计算与人工智能两大前沿技术，通过量子物理特性突破经典计算瓶颈，为人 工智能发展提供全新范式。一方面，人工智能正在为量子研究提供强大助力，赋能量子科学发展的同 时，还能显著提升量子设备性能。另一方面，量子计算已逐步进入中等含噪规模（NISQ）时代，可为 人工智能发展提供前所未有的算力支持。 近年来，人工智能发展迅速，但也日益面临经典算力的制约，传统计算性能增长趋缓。在这一背景下， 量子计算凭借其量子叠加与纠缠所带来的指数级并行处理能 ...

2025 DEMO CHINA「AI创新应用专场」招募开启 产品能 Dem o，就有机会入选《2025早期AI创新先锋50强》，直面200+投资机构～ 点击右边链 接，专属报名通道走起➡️ 创业邦·2025 早期 AI 创新先锋50强报名表 感谢关注创业邦，每天精彩内容不停 关注 AIGC 等热门垂直赛道，扫码可订阅产业日报 欢迎加入 睿兽分析会员 ，解锁 AI、汽车、智能制造 等相关 行业日报、图谱和报告 等。 1.【华为启动"天工计划"，将投入10亿元支持鸿蒙AI生态】在华为全联接大会2025上，华为正式启 动"天工计划"，未来将投入10亿元人民币资金与资源，全面支持鸿蒙AI生态创新。据介绍，AI智能体 正成为鸿蒙生态进化的重要方向，借助"天工计划"，华为将支持开发者构建更多AI元服务、意图框架 与智能体。（第一财经） 2.【华为、浙大发布DeepSeek-R1-Safe基础大模型：基于昇腾千卡算力平台，破解AI"安全与性 能"难题】 华为技术有限公司与浙江大学联合发布了国内首个基于昇腾千卡算力平台的DeepSeek- R1-Safe基础大模型。在算力平台搭建方面，团队首次实现基于昇腾千卡算力平台的千亿级 ...

Industry Insights - The Shanghai Quantum Artificial Intelligence Consortium and the Shanghai Quantum Technology Equipment Industry Innovation Alliance were established, focusing on interdisciplinary research in quantum artificial intelligence over the next five years [1] - The global quantum computing industry is expected to grow from $5.04 billion in 2024 to $21.998 billion by 2030, with a compound annual growth rate (CAGR) of 87.64% [1] - Various hardware technology routes for quantum computing are developing concurrently, with superconducting quantum computing being the most favored [2] Company Developments - Geer Software has invested in Shanghai Hongge Post-Quantum Technology Co., which is engaged in research, standard formulation, and product development in the field of post-quantum cryptography, with applications in government, finance, and military sectors [3] - Jida Zhengyuan has made progress in research on post-quantum cryptographic algorithms, achieving an algorithm for post-quantum signatures [4]

Group 1 - The 2025 Pujiang Innovation Forum, held in Shanghai, focuses on building a global platform for technological innovation, with over 550 guests from 45 countries and regions participating [1][4] - The forum emphasizes the importance of collaboration in addressing complex challenges in fields such as energy, climate, and life sciences, as highlighted by Benoit Dubuis, President of the Swiss Academy of Engineering [2] - The comprehensive technology innovation level in China has improved, with a score of 80.20, an increase of 1.77 points from the previous year, indicating the strengthening of innovation hubs like Shanghai, Beijing, and Guangdong [2] Group 2 - The WeStart Entrepreneurship Investment Conference attracted 1,487 teams for the TOP100 competition, with 71 international projects, showcasing a strong interest in biotechnology, integrated circuits, artificial intelligence, and future industries [6] - The Shanghai Future Industry Fund launched a new community aimed at discovering and supporting future entrepreneurs, building an ecosystem for disruptive innovation [6] - The InnoMatch Technology Transfer Conference released 10,000 technology demands and showcased over 80 innovative products, with significant participation from leading companies [7][9] Group 3 - The forum featured over 30 specialized discussions on cutting-edge fields such as quantum technology and controlled nuclear fusion, with participation from top global scientific award winners [10] - The establishment of the Shanghai Quantum Artificial Intelligence Consortium aims to advance interdisciplinary research and develop high-level talent in quantum AI over the next five years [11] - Plans for the first commercial fusion power plant in Shanghai are underway, with a projected investment scale exceeding one trillion yuan, highlighting the potential of fusion energy to drive significant industrial growth [12][13]

国网上海电科院电网技术中心主任潘爱强介绍，上海电网已经达到了相当高的稳定性和可靠性，但随着 新能源的增多和新型电力系统发展，电网也面临着一系列问题，供需平衡难度高、稳定运行压力大，量 子科技正是应对这些挑战的前沿技术，它能让电网从"稳定"走向"更智能、更安全、更高效"。据透露， 上海电力已在研究量子计算优化的可能性，目前正在加速探索量子技术在能源领域的应用，将积极融入 上海市量子科技的整体布局，为上海超大型城市电网的更安全、更绿色做出努力。 上海量子人工智能联合体(简称：联合体)由复旦大学、上海期智研究院、上海量子科学研究中心、上海 人工智能实验室等12家科研机构和若干量子领域优势企业组成。据复旦大学物理学系教授李晓鹏介绍， 未来五年，该联合体将重点开展量子人工智能学科交叉研究，突破基础理论、关键核心技术与重点应 用，培育高水平量子人工智能交叉人才团队。 上海量子科技装备产业创新联盟(简称：联盟)由上海科学院牵头，集聚长三角地区量子科技领域的重点 企业及部分科研机构，肩负"产业集聚、攻关协同、标准制定、生态打造"四大核心使命。上海科学院院 长孙真荣教授介绍，联盟旨在加强量子装备产业全链条协同，以关键元器件研发 ...

Core Insights - The third-generation autonomous superconducting quantum computer "Benyuan Wukong" has achieved significant milestones, including over 30 million global visits and completion of more than 540,000 quantum computing tasks, indicating its expanding application areas and substantial breakthroughs [1] - The integration of quantum computing and artificial intelligence (AI) is viewed as a crucial direction for the next computing revolution, with quantum computing offering advantages in parallel computing and global optimization, thus providing new pathways to overcome traditional computational limitations [1][2] - The development team emphasizes that quantum AI is not merely a technical overlay but a reconstruction of underlying logic to provide new solutions for complex problems [1] Industry Applications - In a practical application at the First Affiliated Hospital of Bengbu Medical University, the system developed in collaboration with Benyuan Quantum successfully analyzed mammography images in seconds, highlighting early signs of breast cancer that traditional algorithms might overlook, thus aiding timely diagnosis [1][2] - The deep integration of "Benyuan Wukong" quantum computing power with AI has created a new paradigm for medical AI, significantly enhancing the accuracy of breast cancer screening and reducing the risks of misdiagnosis and missed diagnosis [2] - The quantum neural network image recognition algorithm developed by Benyuan Quantum has been adopted by several domestic research institutions due to its superior efficiency and stability in complex image recognition tasks, with ongoing efforts to expand quantum AI applications in the healthcare sector [2][3]

Core Insights - Huayi Quantum has recently completed a multi-hundred million yuan Series A financing round, led by the Social Security Fund and other investors, aimed at accelerating the development and application of core quantum computing technologies [1][2] - The company, founded in January 2022 and originating from Tsinghua University, focuses on ion trap quantum computing technology, providing integrated quantum computing systems and quantum cloud computing services for various industries [1][2] - The second-generation ion trap quantum computer prototype, HYQ-B100, has achieved a significant breakthrough with over 100 quantum bits, maintaining high fidelity and coherence times, positioning it at an international leading level [2][4] Company Overview - Huayi Quantum was established by a team of experts from Tsinghua University and other institutions, led by Professor Duan Luming, an academician of the Chinese Academy of Sciences [1][2] - The company primarily serves the research computing sector, with over 80% of its business in this area, collaborating with traditional research institutions and large state-owned enterprises [2][3] - The company aims to enhance its quantum computing capabilities while controlling costs, with over two-thirds of its total expenditure allocated to R&D and maintaining an annual growth rate of over 25% in R&D investment [4][5] Industry Context - Quantum computing is seen as a nascent field with significant potential, particularly in areas such as financial engineering, biomedicine, and logistics optimization, driven by the demand for advanced computational capabilities [1][2] - The commercial viability of quantum computing is still developing, with current applications focusing on research computing due to hardware limitations and the need for practical problem-solving [2][3] - Investment firms express strong confidence in the disruptive potential of quantum computing, highlighting Huayi Quantum's technological advancements and clear commercialization path as key factors for future growth [6]

Policy Environment - Anhui's quantum computing center is advancing the application of quantum artificial intelligence through its "Benyuan Wukong" quantum computing capabilities, collaborating with various institutions to transition from laboratory validation to industrial implementation [1] Industry Development - Elon Musk's xAI has launched the Grok 4 AI model, claiming it to be the strongest AI model globally, achieving a 25.4% accuracy rate in "Humanity's Last Exam," surpassing competitors like Google's Gemini 2.5 Pro and OpenAI's o3 [3] - Meta has acquired less than 3% of EssilorLuxottica, valued at approximately €3 billion, to strengthen its long-term collaboration in the smart glasses sector [5] - Nvidia has become the first company to surpass a $4 trillion market capitalization, driven by the surge in demand for high-performance AI chips, with analysts predicting it may reach $5 trillion in the next 18 months [7] - Apple has quietly acquired AI companies TrueMeeting and WhyLabs to enhance its technology in the Apple Vision Pro and Apple Intelligence domains [9] - Meta has recruited a senior AI executive from Apple to lead its new "Meta Superintelligence Labs," reflecting its aggressive expansion in AI capabilities [11] - Google is integrating its Gemini AI into Android XR-supported smart glasses and headsets, enhancing user interaction and support [13] - Samsung is set to launch Project Moohan later this year, which includes the development of smart glasses powered by Android XR [15] - Meta has launched a Zoom application for its Quest platform, enabling immersive video conferencing experiences [17] Market Dynamics - Apple plans to upgrade its Vision Pro headset this year, aiming to improve performance and comfort, with a redesigned model expected by 2027 [19] - WIMI has developed an intelligent edge computing scheduling platform using digital twin technology and multi-agent deep reinforcement learning to address challenges in managing heterogeneous tasks [21][22] - Nintendo is exploring new technologies such as VR/AR to create innovative gaming experiences, focusing on various hardware and software advancements [25]