作者 | 贝隆行业研究 数据支持 | 勾股大数 据（www.gogudata.com） 如果说前期的 AI行情属于概念狂热期，那么当下行业正从"百花齐放"的探索阶段迈入关键的 商业化验证期。 资本市场不再为所有"AI故事"买单，而是将焦点转向那些能证明自身商业价值的企业。 这意味着，投资者不仅关注技术是否跨越了从 "可用"到"好用"的临界点，更开始紧盯商业化 落地节奏与场景闭环能力。财报季因此成为观察行业真实进展的重要窗口。 8月26日，七牛智能（02567.HK）发布了中期业绩公告，关键信息浮出水面。 七牛智能此前被资金聚焦，股价从低点接近翻倍：一方面，它是 "多模态+MCP"稀缺标的。 多模态AI被普遍视作人工智能从"感知"跃迁到"认知"、从"工具"升级为"伙伴"的必经之路， 也是具身智能实现"人机自然交互"的底层基座，将成为下一波价值捕获的核心赛道。另一方 面，其端侧AI交互平台"灵矽AI"刚刚落地，被视为切入具身智能赛道的关键落子。 01 财报两个重要的量化观察点 对所有 AI概念公司的财报，看两点最实在：一是增长快不快，什么时候能赚钱；二是生意是不 是真的转起来了。 观察维度一：增长质量与盈利前景 ...

Group 1 - The rapid development of large models and Agent technology is leading to a new paradigm in AI application development, where the Model Context Protocol (MCP) addresses the collaboration challenges between large models and external data sources and tools [1][2] - The launch of the first batch of MCP Server services by Hehe Information's TextIn aims to lower the barriers for developers in building intelligent document processing Agents, facilitating the goal of "one development, multiple models applicable" [1] - The MCP Server service supports various downstream application developments, including educational question bank data processing, RAG knowledge base construction, document translation and format preservation, and RPA and Agent automation processing [1] Group 2 - The multi-Agent collaborative model is becoming a significant development direction in the AI industry, with MCP acting as a "universal plug" that solves the "last mile" problem of AI tool integration [2] - The TextIn MCP Server service is designed to support enterprise clients and developers in complex document parsing tasks, promoting the scalable development of AI applications across various industries such as education, healthcare, manufacturing, and finance [2] Group 3 - As of May 12, Hehe Information's stock closed at 241.68 yuan, reflecting a 2.93% increase [3]

机器之心发布 作者： Aipotheosis Labs 想象一下，你的智能体只需接收一条自然语言指令，就能在 600+ 工具中自动筛选出最合适的 API 组合来完成整个任务流程，无需逐个集成、无需硬编码。这不再 是未来畅想，而是 ACI.dev 开源 MCP 中枢（Unified MCP Server）已经实现的现实。 ACI.dev 是一款用于 AI 智能体工具使用的开源基础架构层。它能为智能体提供意图感知型访问权限（intent-aware access），并且可访问的工具数量超过 600，并具 备多租户身份验证、精细权限和动态工具发现等功能。 使用该工具，用户可以在短短几分钟内就打造出一个智能体！ 话不多说，先上 Demo 在这个 Demo 中，智能体仅凭一句自然语言指令，就完成了整个任务链： 使用 ACI.dev 的 Unified MCP Server，从 Hacker News 获取当日热榜； 接入 Tavily 查找更多上下文内容； 最后通过 Gmail 将整理好的摘要发送至 team@aipolabs.xyz。 全程无需手动集成、无需多轮交互，工具自动编排调用。 这就是 Unified MCP ...

Core Insights - MCP (Model Context Protocol) has rapidly become the de facto standard for AI interaction, akin to "HTTP" for the AI industry, with major companies like Baidu, OpenAI, Google, and others supporting it [2][4][12] - Baidu has launched its enterprise-level MCP service, with over 1000 MCP Servers available for developers and businesses, aiming to enrich the MCP ecosystem [2][13] - The necessity for MCP arises from the complexity of integrating various tools and components in AI applications, particularly in enterprise settings, where customization and system-level support are crucial [4][5][9] Group 1: MCP Overview - MCP was introduced by Anthropic in November 2024 to create a secure two-way link between large models and data sources, addressing inconsistencies in tool implementation [2][4] - The adoption of MCP is expected to simplify the development of AI applications by standardizing interactions between large models and tools, reducing integration complexity [4][8] Group 2: Baidu's Strategy - Baidu's approach focuses on building an enterprise-level MCP ecosystem, encouraging developer participation to enhance the quantity and quality of MCP services available [3][12] - The company has implemented a three-step strategy: launching its own MCP Servers, supporting enterprise development of MCP services, and initiating an AI open plan to facilitate traffic and monetization for developers [13][14] Group 3: Industry Implications - The emergence of MCP aligns with industry expectations for the deployment of large models, which require comprehensive support from computing power to application development [9][12] - The competition in the MCP space is fundamentally about platform and ecosystem development, with companies needing to build robust platforms while fostering a thriving ecosystem to attract more participants [12][14]

4月18日晚间，字节跳动扣子空间开启内测，定位通用Agent。与其他类似产品如manus一样，扣子空间 采用了邀请码制。平台上，用户可以选择精通各项技能的通用实习生，也可以选择行业的领域专家，通 过与 AI 的互动完成工作任务。 据官方介绍，扣子空间主要有以下特点： 1） 从回答问题，到解决问题 全线打通：自动分析需求，拆解为多个子任务；自主调用工具（浏览器、 代码编辑器等），执行任务；输出完整的结果报告，例如网页、PPT 、飞书文档等。 2） 拥有 专家Agent生态 ：华泰A股观察助手可以为用户进行每日早报生成、针对股票分析问题、答疑 解惑；用户研究专家可以协助进行用研资料深度分析，获取更多用户洞察。 3） 探索/规划双模式 ，人机协同完成高难度任务：用户如果想一步到位输出，可以选择探索模式、如 果想亲自把控每个步骤，可以选择规划模式。 4） MCP扩展集成 ，拓展Agent能力边界：首批官方支持飞书多维表格、高德地图、图像工具、语音合 成等MCP；即将支持扣子开发平台发布MCP至扣子空间。 通过支持添加MCP扩展，AI Agent能力边界被进一步扩展，接下来会有更多插件接入。 MCP（Model Con ...