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国泰海通|产业:华为盘古大模型与昇腾AI计算平台,共同构建软硬一体的AI技术体系
国泰海通证券研究· 2025-08-07 14:15
华为正通过从大模型设计到基础设施的软硬协同,探索构建其全栈 AI 竞争力的路径。 华为 AI 发展策略已逐渐从追赶并对标业界 SOTA 模型,转向为更好地 发挥自研昇腾硬件潜力而量身定做模型架构。这一双向协同进化路径,旨在解决 AI 模型规模化应用中的系统性问题,并构建一个由软硬件协同架构、算子与 软件栈构成的全栈技术体系。 盘古大模型的演进,其核心是为解决大规模分布式系统中的效率难题。 随着大语言模型从稠密架构全面转向混合专家( MoE )稀疏架构,业界普遍面临专家 负载不均衡这一系统性瓶颈,它制约了 MoE 模型在训练和推理中的实际性能。华为将此系统性问题作为其软硬架构创新的核心方向,标志着其关注点已从单 纯硬件或单纯 AI 算法问题,拓展至在自研硬件上更高效解决 AI 系统工程问题。 华为在大模型层面并行推出了两种创新路径。一方面, Pangu Pro MoE 通过架构破局,提出分组专家混合( MoGE )架构,旨在通过结构性设计解决负载不 均衡问题。另一方面 , Pangu Ultra MoE 则通过系统级优化,以仿真先行的设计方法来优化模型架构从而更好的适配昇腾硬件,并通过贯穿训练和推理的协 同优化 ...
Nextech3D.ai enhances AI platform to support high-volume 3D content creation
Proactiveinvestors NA· 2025-08-07 12:43
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company focuses on medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - Proactive's news team delivers insights across various sectors including biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]
Fullpower-AI Secures 10-Year Global Licensing Agreement and Strategic Investment from Tempur Sealy International to Power the Future of Smartbeds
Prnewswire· 2025-08-07 10:45
SANTA CRUZ, Calif., Aug. 7, 2025 /PRNewswire/ -- Fullpower-AI®, a leader in AI-powered health and wellness technologies, today announced a transformative partnership with Tempur Sealy International ("Tempur Sealy"), a wholly-owned business of Somnigroup International Inc., anchored by a 10-year global licensing agreement for Fullpower-AI's KOA Sleeptracker-AI Large Action Model (LAM) platform. As part of the agreement, Tempur Sealy will make a $25 million Series C investment in Fullpower-AI, valuing the com ...
七牛智能再涨超6% 近一个月股价累升五成 公司AI战略布局成效凸显
Zhi Tong Cai Jing· 2025-08-05 03:32
消息面上,自上市以来,七牛智能便一直积极围绕AI展开战略布局,正式换道AI。如今,公司已蜕变 成为"音视频+AI+云服务"赛道的领先者。值得关注的是,今年7月,七牛智能AI大模型用户量成功突破 10000人,验证了其技术路线的市场吸引力,也标志着公司换道AI战略布局迎来新里程(002219)碑。 七牛智能(02567)再涨超6%,近一个月股价累升五成。截至发稿,涨6.11%,报1.39港元,成交额456.23 万港元。 ...
港股异动 | 七牛智能(02567)再涨超8% 公司有望站上AI技术革命前沿
智通财经网· 2025-08-04 06:57
申万宏源发布研报称,七牛智能布局AI大语言模型推理服务、AI Agent、Go+编程语言、智能化音视频 处理能力等AI技术产品,从而提升服务价值,拓展应用场景。公司的核心优势在于一体化MPaaS技术, 多年的技术积累使公司自主拥有支撑一站式场景化音视频解决方案的关键技术,包括音视频技术、低代 码平台、AI能力等。伴随AIGC技术融入,公司将专注多模态大模型,结合场景化开发赋能APaaS业 务,匹配客户需求。此外,公司预计将加快海外业务拓展,提升国际市场占有率。 智通财经APP获悉,七牛智能(02567)再涨超8%,截至发稿,涨7.73%,报47.1港元,成交额4433.13万港 元。 智通财经APP在《换道AI后,看七牛智能(02567)领涨48.8%背后的战略升维》指出,得益于公司较早 上线的MCP托管服务,并针对用户需求提供多个模型效果的中立对比,今年7月,七牛智能AI大模型用 户量成功突破10000人,验证了其技术路线的市场吸引力,也标志着公司换道AI战略布局迎来新里程 碑。随着数字中国建设深入"深水区",基础设施与应用端价值加速释放。政策强驱动、基建大投入、应 用快落地、产业高景气四重因素叠加,AI领 ...
深演智能赴香港上市备案反馈意见,涉新三板未挂牌情况、搭建及拆除VIE架构原因等
Sou Hu Cai Jing· 2025-07-28 05:44
Core Viewpoint - DeepZero Technology Co., Ltd. (Deep AI) has submitted its prospectus for an IPO in Hong Kong, with the China Securities Regulatory Commission requesting additional information regarding its previous attempts to list and its business operations [1][2][3]. Group 1: Listing and Regulatory Compliance - The company previously obtained approval from the National Equities Exchange and Quotations but did not proceed with the public transfer, raising questions about its intentions for A-share listing and any potential impacts on the current IPO [1]. - The company is required to clarify the reasons for establishing and dismantling offshore and VIE structures, including any violations of foreign exchange regulations and the status of any administrative penalties [1][2]. - The company must explain its smart advertising business in layman's terms and confirm compliance with relevant regulations regarding internet advertising [1][2]. Group 2: Business Operations and Data Management - The company is asked to detail its business scope, including internet information services and cultural exchange activities, and confirm whether it has the necessary licenses and whether its operations fall within restricted foreign investment areas [2]. - The company needs to disclose its involvement in developing and operating websites, apps, and other digital products, including the types of information provided to third parties and measures for data security and user information protection [2][3]. - The company must clarify whether the shares held by shareholders participating in the "full circulation" are subject to any pledges, freezes, or other rights defects [3]. Group 3: Market Position - Established in 2009, Deep AI is recognized as a leading decision-making AI technology company in China, particularly in the marketing and sales sectors, leveraging advanced AI algorithms and multimodal data [3]. - According to Frost & Sullivan, Deep AI ranks first in the Chinese marketing and sales decision-making AI application market by revenue in 2024 [3].
明略科技跻身《TOP50酷公司》,以AI创新引领行业新范式
Sou Hu Cai Jing· 2025-07-25 06:11
Core Insights - The 2025 definition of a successful company is centered around being a "breaker of real business dilemmas" [1] - The evaluation for the 2024-2025 "TOP50 Cool Companies" list focuses on the ability of service providers to address three core trends: AI intelligence wave, global brand expansion, and upward brand value breakthrough [1][4] - Minglue Technology has been recognized for its deep accumulation and innovative practices in the AI field, marking its inclusion in the "TOP50 Cool Companies" list as a significant acknowledgment of its technical strength and industry contribution [1][4] Company Overview - Minglue Technology is dedicated to AI technology research and industry application, with a mission to "link data to create trustworthy intelligence, enabling efficient operations and accelerating innovation" [4] - The company has developed a proprietary multimodal large model that effectively reduces AI hallucination phenomena, showcasing exceptional performance in key business scenarios such as intelligent insights, content generation, and smart deployment [4] - Minglue Technology provides comprehensive AI solutions from data to decision-making, facilitating the deep integration of AI technology into industry practices [4] Industry Impact - The company has accelerated the integration of large AI models with Agent technology, significantly enhancing operational efficiency and decision-making accuracy for enterprises [4] - Minglue Technology's services cover multiple key industries across the country, with project outcomes receiving numerous industry awards, establishing it as a trusted partner in digital transformation [4] - The recognition as one of the "TOP50 Cool Companies" represents another milestone in Minglue Technology's honor matrix, reflecting its commitment to technological innovation and deep insights into industry value [4]
一年破千万美金,一款海外AI创意引擎爆发了
量子位· 2025-07-18 06:16
Core Viewpoint - Creati, an AI-driven creative engine, has rapidly gained traction in the advertising sector, amassing 10 million users and generating millions in annual revenue within just one year of its launch [5][6]. Group 1: AI Creative Engine - Creati focuses on automating the creative process in advertising, differentiating itself from competitors by leveraging influencer power for customized creative content [6][8]. - The platform allows businesses to transform popular influencer videos into tailored templates, significantly reducing the time and effort required to generate marketing materials [9][12]. - Creati's unique AI model enables the production of high-quality videos that rival traditional advertising efforts, attracting major brands like Shein and Cider [10][11]. Group 2: Market Disruption - The platform addresses the pain points of both influencers and small businesses by providing a stable income stream for influencers and simplifying the creative process for businesses [11][12]. - Creati's approach to content generation is designed specifically for e-commerce, recognizing the unique needs of online retailers compared to general video generation tools [18][20]. - The platform's ability to maintain consistency in product representation is a key advantage, particularly for e-commerce businesses [20]. Group 3: Data-Driven Innovation - Creati employs a data feedback loop to refine its AI creative model, allowing for continuous improvement based on user engagement metrics [21][22]. - The platform's ability to generate customized content based on brand characteristics and audience feedback enhances its effectiveness in driving marketing success [21][22]. - Creati's vision includes developing a creative agent that autonomously generates and optimizes advertising content, potentially revolutionizing the marketing landscape [24][25]. Group 4: Future Aspirations - The company aims to evolve into a comprehensive creative engine that can assist users in various aspects of content creation, beyond just advertising [29]. - Creati's long-term goal is to integrate advanced technologies, such as brain-computer interfaces, to further enhance its creative capabilities [29][30].
Digi Power X signs purchase order with Supermicro to launch NVIDIA B200-powered AI platform
Proactiveinvestors NA· 2025-07-17 12:54
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced and qualified news journalists who produce independent content [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
港股奇点国峰盘初涨幅扩大至28%
news flash· 2025-07-11 01:42
Group 1 - The core point of the article is that the Hong Kong stock of Singularity Guofeng has seen its initial increase expand to 28% due to the company's plan to acquire an AI technology company focused on interest e-commerce AI-enabled services [1] Group 2 - The company is actively pursuing growth through strategic acquisitions in the AI sector, indicating a strong focus on enhancing its technological capabilities [1] - The acquisition aligns with current trends in the industry, where AI and e-commerce are increasingly integrated to improve service offerings [1] - The significant stock price increase reflects positive market sentiment regarding the company's future prospects following the announcement [1]