AppleGPT？ Siri 陪练！ 苹果眼中的 AI，和我们想要的 AI，好像有点不一样。 Apple 智能本质上是一堆 AI 实用功能的打包，既有集成在苹果系统级操作的功能，也有单独的 AI 创作工具，准确度一般，实用性也相对有限，反响平 平，但奈何这是操作系统的原生功能，也不好说什么。 而用户现在最常用的 AI，是 ChatGPT、Google Gemini 和 Claude 这类的聊天机器人，苹果反而认为「对用户价值不大」。 但没想到，其实苹果内部已经开发了一个 AI 聊天机器人——只是，我们作为用户，可能永远都见不到它。 苹果的 GPT，原来是 Siri 的陪练 根据彭博社爆料，这个「AppleGPT」的代号为「Veritas」，是拉丁语「真相」的意思，但目前仅限苹果内部使用。 Veritas 的形态是一个独立的 iPhone 应用，和 ChatGPT 类似：可以用对话框输入请求和机器人对话，还具有保存和引用聊天记录的能力，进行拓展性的 对话。 众所周知，苹果对生成式人工智能一直持有谨慎的态度，即使因为市场和行业的原因，进一步拥抱生成式 AI 的潮流。 但聊天机器人则一直属于「红线」，它对于苹果，就 ...

证券日报网讯博思软件（300525）9月29日在互动平台回答投资者提问时表示，公司作为专注财政数字 化领域的行业龙头企业，积极响应国家治理需要，通过预算管理一体化、财政大数据、智慧财政等多样 化数字产品，有效支撑财政相关数字化需求。 ...

Investment Rating - The report maintains a "Positive" investment rating for the industry [8] Core Insights - The 25th China International Industry Fair highlighted the need to cultivate emerging industries and create new growth drivers, focusing on technology innovation, large-scale development, and application scenario construction [2][5] - Key areas of investment opportunity include the entire quantum technology industry chain, particularly quantum system platforms and applications, as well as the brain-computer interface industry chain and its downstream applications [2][10] Summary by Sections Event Description - The report discusses the opening of the 25th China International Industry Fair in Shanghai, emphasizing the importance of nurturing emerging industries and establishing a growth mechanism for future industries [5] Industry Evolution - The report notes that quantum technology and brain-computer interfaces are transitioning from laboratory research to practical applications, with significant advancements in hardware materials [10] - In the medical field, brain-computer interfaces can assist paralyzed patients in controlling exoskeletons through thought, while in consumer technology, they may change interactions with electronic devices [10] Policy Support - The report indicates that supportive policies are being implemented to promote future industries, with a focus on systematic layout at the national strategic level [10] - The report cites a joint opinion issued by multiple government departments aimed at fostering innovation and development in future industries [10] Future Industry Potential - The report highlights that future industries such as humanoid robots, brain-computer interfaces, the metaverse, and quantum information are still in their early stages, presenting significant growth potential [10] - It suggests that with strong policy support, these industries are expected to accelerate their development and become important components of China's economy [10]

证券日报网讯 四维图新（002405）9月29日在互动平台回答投资者提问时表示，根据2025年半年报，截 至2025年6月30日，股东户数为206814户。 ...

Core Viewpoint - The company has undertaken several data center projects to support the development of key industries such as artificial intelligence, big data, and industrial internet in the region [2] Group 1 - The company has secured projects related to data centers in Zhuozhou Zhonglongyun, Zhonghanyun, and Sanhe, Hebei [2] - The company primarily provides comprehensive energy solutions including energy planning, renewable energy design, and energy efficiency management for data center projects [2]

丨证券研究报告丨 行业研究丨点评报告丨软件与服务 [Table_Title] 国机采标准更新，关注信创产业进展 报告要点 [Table_Summary] 2025 年 9 月 22 日，中央政府采购网发布国机采〔2025〕22 号《关于更新中央国家机关台式 计算机、便携式计算机批量集中采购配置标准的通知》（以下简称《通知》）。其中提到，经财政 部国库司同意，中央国家机关台式计算机、便携式计算机批量集中采购配置标准已更新为 2025 年版。建议重点关注受益于信创产业的国产芯片产业链、国产操作系统产业链和华为产业链等 方向。 分析师及联系人 [Table_Author] 宗建树 陈耀文 SAC：S0490520030004 SAC：S0490525070002 SFC：BUX668 请阅读最后评级说明和重要声明 %% %% %% %% research.95579.com 1 软件与服务 cjzqdt11111 [Table_Title2] 国机采标准更新，关注信创产业进展 [Table_Summary2] 事件描述 2025 年 9 月 22 日，中央政府采购网发布国机采〔2025〕22 号《关于更新中央国家机 ...

众所周知，食品供应链管理极为混乱。订单通过不同渠道到达，员工需耗费数小时将数据手动录入笨 重的企业软件系统，合规性审核往往还依赖电子表格。 数十年来，软件供应商一直试图实现易腐商品全球流通工作流程的现代化转型，但成效参差不齐。 如今，一家名为 Burnt 的 Y Combinator 初创公司认为，人工智能Agent——这种能自动完成人类常规 任务的软件，可以在价值万亿美元的美国食品市场中取得传统企业软件未能实现的突破。 图片来源： Unsplash 这家运用 AI 实现供应链后台任务自动化的公司，已获得由 NBA 球星斯蒂芬·库里支持的 Penny Jar Capital 领投的 380 万美元种子轮融资，跟投方包括 Scribble Ventures 、 Formation VC 以及丹·谢因 曼等天使投资人。 Burnt 联合创始人兼 CEO 约瑟夫·雅各布在食品工厂环境中长大。他表示，其曾祖父是 1930 年代首位 将虾类从印度出口到美国的商人。此后家族每一代成员都从事海鲜供应链相关业务，涵盖养殖、加 工、进出口等环节。 雅各布在成长时期移居印度，大学毕业后曾在农村地区的一家虾类加工厂车间工作。这段经 ...

初灵信息9月29日交易公开信息 | 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 机构专用 | 5070.64 | 395.51 | | 买二 | 国泰海通证券股份有限公司上海松江区中山东路证券营 业部 | 5038.52 | 8.90 | | 买三 | 机构专用 | 3857.28 | 1243.15 | | 买四 | 机构专用 | 3440.92 | 700.85 | | 买五 | 机构专用 | 3348.82 | 3162.87 | | 卖一 | 机构专用 | 3348.82 | 3162.87 | | 卖二 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 840.18 | 1524.01 | | 卖三 | 东方财富证券股份有限公司拉萨东环路第二证券营业部 | 456.29 | 1259.05 | | 卖四 | 机构专用 | 3857.28 | 1243.15 | | 卖五 | 东方财富证券股份有限公司拉萨团结路第二证券营业部 | 644.40 | 1144.01 | （文 ...

Group 1 - The stock of Huasoft Technology experienced a limit down, with a turnover rate of 31.36% and a trading volume of 1.556 billion yuan, showing a fluctuation of 9.11% [2] - Institutional investors net sold 72.8798 million yuan, while brokerage seats collectively net bought 47.8918 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily turnover rate of 31.89% and a daily decline deviation of -11.52% [2] Group 2 - The latest margin trading data shows that as of September 26, the total margin balance for the stock is 213 million yuan, with a financing balance of 213 million yuan and a securities lending balance of 517,100 yuan [3] - Over the past five days, the financing balance decreased by 6.3343 million yuan, a decline of 2.89%, while the securities lending balance increased by 80,900 yuan, an increase of 18.55% [3] - On September 29, the top five buying and selling brokerage seats had a total transaction amount of 271 million yuan, with a buying amount of 123 million yuan and a selling amount of 148 million yuan, resulting in a net sell of 24.988 million yuan [2][3]

Core Viewpoint - Dasin Intelligent announced advancements in energy-saving technologies for data and computing centers, leveraging its AIoT platform to develop various control systems aimed at enhancing energy efficiency [1] Group 1: Technology Development - The company has independently developed a liquid cooling global optimization energy-saving control system, an AI-tuned energy efficiency management system, and a precise energy efficiency control and management system for data centers [1] - An additional investment of over 20 million yuan will be made by June 30, 2025, for the research and development of these data center control systems [1] Group 2: Application and Experience - The liquid cooling global optimization energy-saving control system has been successfully applied in the operation management of the cold plate liquid cooling system at the Shenzhen Guangming Life Science City big data center [1] - The company has undertaken multiple large-scale data and computing center projects, including the State Energy Commerce Cloud Computing Center and the Qianhai Information Hub, accumulating rich practical experience [1] Group 3: Market Outlook - Currently, the revenue generated from the liquid cooling global optimization energy-saving control system constitutes a small portion of the company's overall business [1] - Business promotion is subject to various factors such as policy guidance and market demand, indicating a degree of uncertainty in the expansion of related business [1] - The company will continue to monitor the development trends of emerging technologies like liquid cooling and actively explore opportunities in line with its business practices [1]