（原标题：韩加速人工智能基础设施建设） 韩国《KBS WORLD》11月3日报道，韩国以APEC峰会为契机，宣布与跨国人工智能巨头展开具体 合作，人工智能数据中心将在国内大规模落地。亚马逊云服务（AWS）首席执行官马特·加曼宣布，将 在韩国增投50亿美元。此前6月，AWS与SK集团已斥资约49亿美元建设100兆瓦级人工智能数据中心。 加曼在上月29日与韩国总统李在明会面时表示，韩国已成为人工智能创新中心，AWS将在仁川和 京畿地区持续投资，预计到2031年累计增投超过50亿美元建设人工智能数据中心。韩国政府还表示，将 与OpenAI合作建立大型人工智能数据中心，SK集团已签署相关谅解备忘录，选址可能落在光州广域 市。 此外，英伟达首席执行官黄仁勋在峰会期间宣布向韩国供应26万块Blackwell GPU，预计将推动国内计 算基础设施迎来快速发展，为人工智能产业的快速落地提供强力支撑。 ...

（原标题：崔泰源：SK集团将强化AI·半导体核心重组） 据韩国《首尔经济》11月4日报道，SK集团会长崔泰源3日在首尔COEX举行的"SK AI峰会2025"上 指出，集团正围绕能源、半导体、人工智能（AI）等核心业务强化价值链协同，并通过结构调整提高 效率，巩固竞争力。崔强调，韩国在全球AI竞争中完全有能力追赶，并提到政府与企业从英伟达采购 26万块GPU后，"关键在于如何有效利用"。英伟达CEO黄仁勋将韩国列为主要合作国，反映出"内存供 应链对AI产业至关重要"。他同时指出，AI核心存储器HBM仍将长期供不应求，扩大产能至少需要4年 时间。据悉，近期SK海力士股价持续飙升，3日股价上涨10.91%至创纪录的62万韩元，市场分析机构纷 纷上调其目标股价。 ...

Core Insights - The article discusses significant advancements in visual-language-action models for robotic operations, highlighting the challenges faced in dynamic and cluttered environments, which hinder the deployment of existing models [2][4]. Research Background - Visual-language-action models have made notable progress in robotic operations through pre-trained visual language models that enable end-to-end mapping from language to action. However, two main bottlenecks limit their deployment in real-world scenarios: low computational efficiency and weak task grounding capabilities [2]. Key Innovations - Introduction of a semantic-guided dual-visual pruner that addresses visual redundancy through instruction-aware token filtering and geometric-aware aggregation, while maintaining semantic alignment [3]. Main Work Overall Framework Design - The framework processes real-time visual observations, robot state (e.g., joint angles, end-effector posture), and natural language instructions to predict future action sequences. It employs two parallel paths for visual input processing, culminating in an end-to-end pipeline for action mapping [4]. Visual Perception Redundancy - The general visual encoder processes all pixels uniformly, leading to background interference and environmental noise, which increases computational costs and dilutes attention on critical task cues [5]. Semantic Complementary Layered Fusion - A semantic complementary layered fusion mechanism integrates dense patch features with sparse semantic tokens, enhancing the alignment of instruction semantics with spatial structures [5]. Semantic Conditioned Action Coupler - The design reconstructs the mapping from visual to action, improving the efficiency and interpretability of action decoding by representing actions as semantically coherent types [5]. Experimental Results Efficiency Advantages - The model achieves a training cost reduction of 3.0 times, inference latency reduction of 2.7 times, and visual token compression of 8-16 times, significantly enhancing throughput [14]. Real-World Performance - In long-range tasks, the model's success rate reaches 77.8%, surpassing the OpenVLA-OFT model by 22.2%, demonstrating strong generalization capabilities [14]. Ablation Studies - The dual-pruning combination of the SD-Pruner enhances success rates by 2.1%-5.2%, achieving optimal performance and efficiency balance at an 8× sparsification ratio [16].

周五，"英伟达亲儿子"CoreWeave(CRWV.US)续跌近5%，月内暴跌45%。消息面上，美国科技媒体昨日 预告了一篇即将发布的调查报道，将AI基础设施供应商CoreWeave形容为"AI泡沫的核心"，并对其商业 模式及对英伟达的高度依赖提出质疑。报道强调，CoreWeave几乎不可能在缺乏英伟达大规模资金与硬 件支持的情况下运作，并对其模式在AI需求出现波动时是否能维持提出疑问。 ...

近期，科创板592家公司的三季度"成绩单"正式揭晓。板块整体业绩呈现升势，单季度净利润同比大幅 增长75%，充分彰显"硬科技"企业的强劲动能。 上交所资 料图 ——板块业绩强势反弹。 科创板公司前三季度的业绩表现，凸显了"硬科技"企业成长韧性与发展质量。2025年前三季度，科创板 公司实现营业收入11050.11亿元，同比增长7.9%，延续开板以来连续增长态势；实现净利润492.68亿 元，同比增长8.9%。 尤为亮眼的是，科创板公司第三季度单季净利润同比大幅增长75%，呈现出强劲的发展势头。若剔除4 家光伏龙头公司，则板块整体营收、净利润分别同比增长14.6%、30.6%。 从业绩分布看，科创板呈现出"增长面广、结构优化"特征。前三季度，超七成公司实现营收增长，近六 成公司净利润增长；158家公司净利润增幅超过50%，46家公司扭亏为盈。头部企业与成长型企业形成 良性互补。 其中，科创50指数成分公司营收和净利润占板块整体比重分别保持在46%和50%的高位，继续发挥"压 舱石"作用。科创100指数成分公司展现高成长弹性，营收和净利润同比分别增长12%和134%，成为板 块增长的"先锋队"。 ——创新动能持续 ...

近期，科创板592家公司的三季度"成绩单"正式揭晓。板块整体业绩呈现升势，单季度净利润同比大幅增长75%，充分彰显"硬科技"企业的强 劲动能。 上交所资料图 ——板块业绩强势反弹。 科创板公司前三季度的业绩表现，凸显了"硬科技"企业成长韧性与发展质量。2025年前三季度，科创板公司实现营业收入11050.11亿元，同 比增长7.9%，延续开板以来连续增长态势；实现净利润492.68亿元，同比增长8.9%。 尤为亮眼的是，科创板公司第三季度单季净利润同比大幅增长75%，呈现出强劲的发展势头。若剔除4家光伏龙头公司，则板块整体营收、净 利润分别同比增长14.6%、30.6%。 从业绩分布看，科创板呈现出"增长面广、结构优化"特征。前三季度，超七成公司实现营收增长，近六成公司净利润增长；158家公司净利润 增幅超过50%，46家公司扭亏为盈。头部企业与成长型企业形成良性互补。 其中，科创50指数成分公司营收和净利润占板块整体比重分别保持在46%和50%的高位，继续发挥"压舱石"作用。科创100指数成分公司展现 高成长弹性，营收和净利润同比分别增长12%和134%，成为板块增长的"先锋队"。 ——创新动能持续培育。 ...

Group 1 - The State Council meeting emphasized enhancing the adaptability of supply and demand for consumer goods to further promote consumption policies [1] - The meeting highlighted the importance of accelerating the application of new technologies and models, focusing on key industries to develop new products and value-added services [1] Group 2 - Bridgewater's third-quarter holdings report revealed a significant reduction in its stake in Nvidia by 65.3%, raising concerns about the potential peak of the AI boom [2] - Other major institutions like Barclays and Citigroup also reduced their positions in Nvidia, contributing to market worries [2] Group 3 - The China Securities Regulatory Commission (CSRC) aims to enhance market resilience and stability, making the regulatory framework more inclusive and attractive [3] - The CSRC plans to improve the quality and value of listed companies and enhance the effectiveness of regulatory enforcement [3] Group 4 - The People's Bank of China announced an 800 billion yuan reverse repurchase operation to maintain liquidity in the banking system, scheduled for November 17, 2025 [4] - This move is expected to alleviate market funding pressures following a significant drop in the Shanghai Composite Index [4] Group 5 - Samsung is set to increase the prices of certain memory chips by 30%-60% due to supply shortages driven by AI demand [5] - The global storage sector experienced a downturn following poor performance from Japanese storage giant Kioxia, raising questions about the market's future direction [5] Group 6 - The Ministry of Commerce and other departments announced stricter controls on the export of new cars under the guise of used cars, effective January 1, 2026 [7] - This policy aims to address the recent surge in "zero-kilometer used car" exports, protecting the new car market's pricing integrity [7] Group 7 - Shanghai has initiated a special campaign to regulate online real estate information dissemination, targeting misleading and illegal content [8] - The campaign aims to combat price manipulation and misinformation that disrupts market order [8] Group 8 - Concerns about an AI bubble are growing, with executives in the AI sector acknowledging the risk of overvaluation despite the long-term potential of AI technologies [9] - The current AI market is compared to the early stages of the 1997 internet bubble, rather than the pre-crash environment of 1999 [9] Group 9 - The domestic robot core component manufacturers have seen a surge in orders, with production capacity expanding significantly [11] - The demand for humanoid robots is expected to drive the market, with projections indicating a market size of nearly 2.4 billion yuan by 2025 and approximately 140 billion yuan by 2035 [12] - The humanoid robot industry is anticipated to enter a large-scale production phase by 2026, benefiting related companies in the supply chain [12] Group 10 - The appreciation of the renminbi is noted, with the onshore price reaching 7.0908, marking a one-year high [13] - Positive announcements include Zhejiang Jiaokao's subsidiary winning a highway construction bid worth 1.836 billion yuan [14] - Negative announcements include the suspension of trading for HeFu China due to significant stock price fluctuations [14]

Core Viewpoint - The annual meeting of the Chicago chapter of the American Chinese Chamber of Commerce was held on November 13, 2023, focusing on cooperation opportunities between China and the U.S. in agriculture and artificial intelligence under the theme "Working Together to Create the Future" [1] Group 1 - The meeting brought together political and business figures from both China and the U.S. to discuss collaboration in key sectors [1]

Core Points - The Thai Deputy Prime Minister, Prawit Wongsuwan, emphasized the long-standing friendship between Thailand and China, highlighting the recent state visit of Thai King Vajiralongkorn to China as a significant event in bilateral relations [1] - The relationship is deeply rooted in cultural ties, with many Thai citizens having Chinese ancestry, which strengthens the sentiment of "Thailand and China as one family" [1] - China is a crucial trade partner for Thailand, with an increasing number of Thai consumers choosing high-quality Chinese products [1] - There is significant potential for cooperation in technology sectors such as biotechnology, artificial intelligence, and communication technology between Thailand and China [1] Youth and Education - The youth of both countries are seen as the future of Thailand-China relations, with increased exchanges fostering closer ties [2] - Thai students are increasingly choosing to study in China, reflecting deepening educational cooperation [2] - Prawit Wongsuwan praised China's commitment to high-level openness and modernization, which serves as a model for Thailand [2] Multilateralism and Future Cooperation - Prawit Wongsuwan advocated for multilateralism in international relations, opposing unilateralism and protectionism [2] - The year marks the 50th anniversary of diplomatic relations between Thailand and China, presenting an opportunity to strengthen bilateral ties [2]

本报讯 （记者吴文婧）11月12日，芯联私募基金管理（杭州）合伙企业（有限合伙）（以下简称"芯联 资本"）宣布其首只主基金完成12.5亿元规模的募集。该基金整体规模预计超15亿元，重点布局半导 体、人工智能、机器人、新能源等硬科技领域。 据悉，此次投资人包括基石出资人芯联集成电路制造股份有限公司（688469.SH），以及上海临港新片 区私募基金管理有限公司、上海国孚领航投资合伙企业（有限合伙）、苏州工业园区元禾鼎盛股权投资 合伙企业（有限合伙）、建发新兴基金、嘉兴嘉国叁号股权投资合伙企业（有限合伙）、南京银行股份 有限公司、无锡芯朋微电子股份有限公司（688507.SH）、安徽富乐德科技发展股份有限公司 （301297.SZ）、宁波江丰电子材料股份有限公司（300666.SZ），涵盖产业上市公司龙头、头部市场化 母基金、知名国资母基金、市场化政府出资平台及银行系金融机构等。 （编辑 乔川川） 芯联资本创始合伙人袁锋表示，该期基金的顺利募集，本质上是投资者对中国硬科技及战略性新兴产业 长期发展的信心体现。由于战略产业具有特殊性和周期性，不同发展阶段的企业需求差异显著。芯联资 本作为专注产业投资、陪伴被投企业穿 ...