上海市静安区科技和经济委员会主任王志佳、《中国航务周刊》总编陈宏兵、上海现代服务业联合会副 会长尤申为大会发表精彩致辞。他们表示，壹沓科技已连续四年主办供应链分论坛，彰显其在AI赋能 供应链领域的深厚积淀与引领地位，反映出行业认可度极高。 壹沓科技CEO卞晓瑜发表"智能体Agent驱动供应链变革"主旨演讲。他援引WTO数据指出，全球交通运 输服务贸易规模达1.7万亿美元，占服务贸易总额约20%。这个长期依赖人力、受困于语言、流程与规 则壁垒的领域，正被AI Agent技术重塑规则。 卞晓瑜强调，未来的贸易不仅是货物在流动，更是思维和创意在流动。随着大模型智能能力不断突破， 供应链物流行业"白领+数字员工"的人机协作模式，将从当下人主导、AI辅助的模式，跃迁至AI Agent 自主决策与执行，进一步驱动商业变革。 7月27日，由世界人工智能大会（WAIC）组委会指导、壹沓科技主办的"智能体驱动供应链变革"分论坛 于上海世博中心举行。壹沓科技在论坛上宣布品牌升级为「ONEAIX壹沓」，并正式发布供应链领域首 个具备自主规划能力的垂类AI Agent智能体平台——运小沓数字员工4.0。该产品的面世，标志着供应链 智 ...

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) held in Shanghai focused on the theme "Collaborating in the Intelligent Era," showcasing innovations in AI applications within the human resources sector, particularly through the upgraded AI recruitment assistant "Ailin" by Zhilian Recruitment [1][3]. Company Developments - Zhilian Recruitment's CTO, Wang Hao, highlighted the significant time savings for HR professionals by automating repetitive tasks such as screening, inviting, and initial interviews through AI technology [1][3]. - The AI recruitment assistant "Ailin" has evolved through several key stages, starting with internal efficiency improvements, followed by the introduction of features like job posting and automated communication in September 2024, and further enhancements in February 2025 with the integration of DeepSeek-R1 for improved talent matching [3]. AI Technology Advancements - The upgraded "Ailin" can now provide "intelligent full management" services, capable of screening 1,000 resumes in just 5 seconds, conducting multi-modal analysis during interviews, and automatically responding to candidates to enhance conversion rates [3]. - The AI recruitment assistant is designed to cover the entire recruitment process and can be customized to meet the specific needs of different industries, allowing for personalized recruitment experiences [3]. Future Outlook - Wang Hao envisions a future where resumes may become obsolete, as information could be gathered through multi-round dialogues between candidates and AI agents, allowing for deeper insights beyond traditional text-based resumes [4][5].

Group 1 - The computer ETF (159998) experienced a slight decline of 0.97% with a trading volume exceeding 31 million yuan, maintaining the top position among similar products [1] - The ETF saw a net inflow of over 18 million yuan yesterday, with four out of the last five trading days showing net inflows, totaling over 230 million yuan [1] - As of July 21, the latest scale of the computer ETF reached 3.557 billion yuan, marking a historical high in both scale and shares at 3.854 billion [1] Group 2 - The cloud computing ETF (517390) fell by 1.09% and closely tracks the CSI Cloud Computing Industry Index, which includes companies involved in internet services and computing hardware [2] - The AI and office software industry is at a transformative turning point, driven by breakthroughs in large model technology, enhancing productivity and reshaping market dynamics [3] - The computer and software development sector is expected to see growth in various sub-sectors, including AI computing and software outsourcing, with improvements anticipated in the second half of the year due to new technologies and policy support [3]

Core Insights - The AI + office software industry is at a transformative turning point, shifting from tool intelligence to workflow reconstruction, driven by breakthroughs in large model technology [1] - Major international players like Microsoft dominate the high-end market, while domestic companies are rapidly rising due to localized data advantages, policy support, and deep engagement in vertical scenarios [1] - The industry growth engine is fueled by the normalization of online work, deepening digital transformation of enterprises, and the demand for domestic alternatives [1] Technology Developments - Multi-modal interaction, agent technology, and cross-platform integration capabilities are accelerating product innovation in the office software sector [1] - AI Agent technology is evolving office software from efficiency tools to intelligent enterprise hubs, achieving end-to-end operational loops [1] Market Dynamics - The current trend in the industry is towards vertical specialization and ecological integration, with leading companies promoting "AI + tools + business" full-link intelligent collaboration through cross-platform interface encapsulation and business flow integration [1] - Domestic vendors with comprehensive scene integration capabilities and accumulated know-how in vertical fields are expected to continue expanding their competitive advantages under policy empowerment and substitution opportunities [1] Investment Insights - The software ETF tracks a software index compiled by China Securities Index Co., which selects listed companies involved in software development and IT services from the Shanghai and Shenzhen markets [1] - This index exhibits high growth potential and technological orientation, making it suitable for investors focusing on technological innovation and information development [1]

Core Insights - The AICon Global AI Development and Application Conference highlighted the transformative impact of AI on the financial industry, emphasizing a shift from efficiency tools to value engines [1][3] - 2025 is projected to be a pivotal year for AI technology to fundamentally alter core business scenarios in finance, driven by advancements in foundational models and AI Agent technology [3][4] Financial Industry Developments - The continuous evolution of foundational models like DeepSeek and breakthroughs in AI Agent technology have enabled the financial sector to reach a critical point in its intelligent transformation [3] - Qifu Technology has developed an end-to-end risk control capability system based on rigorous innovation in core risk control modules, improving accuracy and efficiency in risk assessment [3] - The company has enhanced its data mining capabilities through multi-modal video capabilities, achieving over 95% accuracy in user feature consistency verification [3] Applications in Financial Services - The intelligent research report system for the securities industry utilizes large models to instantly analyze vast amounts of financial report data, significantly improving analyst efficiency [3] - In the insurance sector, an intelligent underwriting system employs knowledge graphs and multi-turn dialogue technology to drastically reduce the processing time for complex policies [3] - The consumer finance sector benefits from dynamic risk pricing optimization through 360-degree user profiling and cross-validation with macroeconomic data [3] Future Outlook - The integration of AI and finance is expected to lead to a significant transformation in the industry, marking the beginning of a century-long change in financial value creation [4] - The ongoing technological innovations centered around large models are anticipated to break traditional constraints and pave the way for a more efficient, precise, and creative development path in the financial sector [4]

Core Insights - The company reported a revenue of HKD 4.114 billion for the fiscal year 2024, with the sports knowledge subscription platform generating HKD 2.59 billion, a year-on-year increase of 13.68%, accounting for 62.9% of total revenue [1] - The company's loss narrowed to HKD 14.7 million, a 32.2% reduction compared to the HKD 21.7 million loss in 2023, primarily due to increased other income and reduced selling expenses [1] Revenue and Growth - The sports knowledge subscription platform's revenue increased by 13.7% compared to the previous year [2] - The total user base of the platform rose by 21.4% to 106 million, with average monthly active users growing by 17.4% year-on-year [1] Strategic Initiatives - The company aims to diversify its digital sports entertainment business while addressing the competitive landscape and evolving consumer demands [1] - Significant resources have been allocated to R&D, leading to the launch of targeted products in the sports knowledge subscription sector, enhancing competitiveness and user retention [2] Market Expansion - The company is focusing on optimizing its business model in the sports and leisure gaming sector, reducing investment in lower-yield games, and leveraging existing IP for sports game distribution [2] - International expansion efforts have progressed, with successful localized testing in Southeast Asia receiving positive feedback from users [2] Brand and Community Engagement - The company has successfully hosted major events, including the WBC Professional Boxing Championship in Foshan, which garnered over 300 million views, significantly enhancing brand influence [3] - The company is committed to social responsibility by promoting fitness through various sports events, contributing to the development of a strong sports culture in China [1]

Core Viewpoint - The article highlights the strategic investment in Zhipu AI, marking a significant move in the generative AI sector in Hangzhou, with over 1 billion yuan raised from local investment funds, indicating a strong governmental push towards AI development [1]. Group 1: Zhipu AI's Strategic Positioning - Zhipu AI's open-source model is reshaping the global AI innovation landscape, showcasing two main paths for domestic AI breakthroughs: algorithm innovation reducing computational power dependency and building an open-source ecosystem that attracts global developers [2]. - The DeepSeek-R1 model demonstrates a cost-effective approach, achieving performance comparable to billion-dollar models at a cost of $5.6 million, challenging the traditional paradigm of "computational power equals competitiveness" [2]. - Zhipu AI's ChatGLM series has gained significant traction, with over 50,000 stars on GitHub and 30 million downloads, reflecting the value of open-source models as a technological foundation [3]. Group 2: Technological Advancements and Market Trends - The shift towards multi-modal interaction and physical world manipulation is evident, with Zhipu's GLM series models capable of understanding various inputs and executing complex tasks, enhancing efficiency in sectors like finance and education [6]. - The anticipated "open-source week" by DeepSeek and Zhipu's upcoming AutoGLM framework signify a transition from single-model to toolchain open-sourcing, potentially transforming development paradigms and innovation focus [3]. - The AI Agent technology is expected to see significant advancements by 2025, with applications in both enterprise efficiency and personalized consumer services, indicating a structural shift in organizational roles and decision-making processes [5]. Group 3: Regional Economic Impact - Hangzhou's digital economy now accounts for over 28.8% of its GDP, transitioning from e-commerce to hard technology, with strategic goals to become a hub for computational power and AI industry development [7]. - The collaboration between Zhipu AI and local industries is set to enhance the integration of large model technology into various sectors, driving intelligent upgrades across manufacturing, healthcare, finance, and government [8].