Genpact, an agentic and advanced technology solutions company, has announced the launch of the Genpact Insurance Policy Suite for commercial and specialty business insurance, a new solution created to reinvent insurance buying.Part of Genpact’s Service-as-Agentic-Solutions™ portfolio, it offers autonomous, AI-powered workflows to help insurers remove repetitive administrative tasks, shorten cycle times, and acquire data-driven insights.The Genpact Insurance Policy Suite orchestrates and executes underwritin ...

请务必阅读正文后免责条款 证券研究报告 阿里云发布多项AI创新成果， 我国AI产业发展势头良好 计算机行业 强于大市（维持） 平安证券研究所计算机团队 分析师： 闫磊 S1060517070006（证券投资咨询）YANLEI511@pingan.com.cn 黄韦涵 S1060523070003（证券投资咨询）HUANGWEIHAN235@pingan.com.cn 2025年9月29日 核心摘要 行业要闻及简评：1）阿里云发布多项AI创新成果，我国AI产业发展势头良好。9月24日，2025云栖大会在浙江省杭州市云栖小镇举行。 阿里云在2025云栖大会发布多项AI创新成果，Qwen3-Max大语言模型全球领先。我国国产大模型持续迭代，能力持续提升。阿里云宣布正 在积极推进三年3800亿的AI基础设施建设计划，并将会持续追加更大的投入。另外，我国AI产业正加强生态合作，DeepSeek-V3.1与国产 AI芯片的协同进一步加深。我国AI产业发展势头良好。2）英伟达和OpenAI宣布达成合作，全球AI产业生态合作加深。当地时间周一（9 月22日），英伟达和OpenAI宣布达成合作，包括建设庞大数据中心计划，以及英 ...

A year ago, Oracle cofounder and chairman Larry Ellison described a future where everyone, including law enforcement, will face regular surveillance as daily life is documented seemingly nonstop. At Oracle’s financial analyst meeting last September, he predicted artificial intelligence will help process the vast amounts of footage recorded by cameras placed on everything from car dashboards and front doors to security systems and cops. “We’re going to have supervision,” Ellison said. “Every police office ...

Core Insights - The report by EO Intelligence focuses on the hyper-converged infrastructure (HCI) market in China, analyzing the overall market situation, application implementation, construction methodology, vendor practices, and future trends. Market Overview - Hyper-converged architecture integrates resources through Software-Defined Storage (SDS) and Software-Defined Networking (SDN), addressing the complexities and high TCO of traditional IT architectures. However, challenges such as talent shortages and complex technology routes persist. The market is expected to grow continuously from 2020 to 2029, reaching 24.8 billion yuan by 2024, with further growth anticipated by 2029. Companies like H3C and SmartX hold significant market shares. The integration of AI with hyper-convergence, supported by technologies like NVIDIA GPUs, enhances IT efficiency and promotes cloud-native development [1][2][41]. Application Implementation - Hyper-converged infrastructure is advancing in various sectors. In government, the focus is on office automation software, aiming for a 70%-80% domestic CPU localization rate by 2027. In healthcare, major hospitals are gradually adopting hyper-converged architectures to support systems like HIS and PACS, improving data processing efficiency. The education sector plans phased IT architecture upgrades by 2027 and 2035, with hyper-convergence aiding resource integration. Each sector faces challenges related to ARM vs. x86 architecture choices and data security [1][2][41]. Construction Methodology - The implementation of hyper-converged infrastructure is phased from 2022 to 2027, starting with office automation and expanding to manufacturing systems. Emphasis is placed on IT planning and business alignment, selecting appropriate CPUs (e.g., ARM-based Kunpeng, Phytium, x86-based Zhaoxin), operating systems (UOS, KylinOS), and databases (OceanBase, openGauss). POC testing is crucial for performance validation, alongside strengthening security measures like SM2/SM3/SM4 encryption [2][3]. Vendor Practices - Major vendors like Inspur, Lenovo, and Huawei provide comprehensive solutions, while foreign products from VMware and Nutanix offer high flexibility. In finance, compliance and resource pooling are emphasized, while in healthcare, solutions focus on rapid deployment and simplified operations, such as H3C UIS, which can be deployed in 30 minutes, and Huawei FusionCube, which enhances system reliability [2][3]. Future Trends - The hyper-converged infrastructure will deepen collaboration with cloud vendors and enhance Kubernetes integration to support containerized applications. AIOps will simplify management and improve intelligence levels. The combination of edge computing and HCI will meet real-time processing needs for AI and IoT, with lightweight HCI becoming a significant direction to drive the industry towards efficiency, security, and intelligence [2][3].

Investment Rating - The industry investment rating is "Positive" and maintained [8] Core Insights - The AI development is proposed to evolve through three stages: from General Artificial Intelligence (AGI) to Super Artificial Intelligence (ASI), with a significant investment of 380 billion yuan in AI infrastructure over three years to create a "Super AI Cloud" [2][5] - The report emphasizes the importance of open-source ecosystems and aims to establish Alibaba as a global full-stack AI service provider, with strategic initiatives to enhance AI capabilities and infrastructure [11] - Continuous monitoring of domestic AI infrastructure manufacturers' business progress and investments is recommended, with a focus on the commercialization of AI agents and related investment opportunities [11] Summary by Sections Event Description - The 2025 Cloud Habitat Conference will take place from September 24 to 26, 2025, in Hangzhou, where Alibaba's CEO outlined the AI development path and announced a 380 billion yuan investment plan [2][5] Event Commentary - The report highlights the transition from AGI to ASI, emphasizing the need for advanced model capabilities and the establishment of a global AI service ecosystem [11] - Key highlights include the launch of flagship models and the enhancement of full-stack AI infrastructure, showcasing Alibaba's commitment to becoming a leader in AI technology [11]

中证报中证网讯（记者 张鹏飞）近日，东方国信（300166）应华为邀请，参加"跃升行业智能化，华为 全连接大会2025"。在鲲鹏计算产业峰会上，东方国信在场景化解决方案联合发布环节，正式发布了基 于鲲鹏的大数据解决方案。 在大数据领域，公司构建了覆盖"感知采集-存储计算-治理管控-应用运营"的全链路能力。边缘计算平台 与Cloudiip-Link网关族产品将数据处理推向网络边缘，显著降低业务延迟；CirroData数据库家族、企业 级HADOOP BEH产品依托云原生技术，打造存储计算分离、弹性可扩展的基础设施，满足信创要求的 同时降低企业运维成本；企业级数据治理平台以数据标准为引领，实现数据资产化运营，助力客户释放 数据价值。 人工智能及大模型领域，公司构建了"训推平台-工程套件-行业应用"一体化大模型生态体系。大模型训 推平台BONDroid Platform打通垂直领域大模型构建全流程，涵盖裸算力管理、模型训练与推理；图灵 深思、图灵深言、图灵深问等应用产品，已在ChatBI、智能客服、文档智能问答等场景解决行业实际问 题。视觉大模型BonSARM基于SAM基础模型优化，攻克工业碎片化场景建模难题，在智 ...

Economic Growth - The U.S. economy grew at a 3.8% annual rate in the second quarter, marking the fastest pace since Q3 2023 and above the long-term trend [1] - This growth represents a sharp rebound from the first quarter's 0.5% contraction, attributed to tariff fears that curbed business activity [1] Labor Market - Jobless claims came in far below expectations, indicating that layoffs remain limited and the labor market is resilient despite Federal Reserve concerns [3] Corporate Earnings - Accenture plc reported fourth-quarter revenue of $17.6 billion, exceeding expectations, with bookings rising 3% to $21.3 billion [4] - Micron Technology, Inc. reported fourth-quarter revenue of $11.32 billion, beating analyst estimates of $11.22 billion [4] - BlackBerry Limited reported second-quarter earnings of $0.04 per share, surpassing the analyst consensus estimate of $0.01 [5] - Costco Wholesale Corporation reported fourth-quarter revenue of $86.16 billion, beating analyst estimates of $86.12 billion [5] Technology Developments - Microsoft Corporation suspended specific services used by an Israeli military unit following a media investigation into mass surveillance [6] - Meta Platforms is broadening access to its Llama AI models for key U.S. allies to enhance national security and operational efficiency [6] - Boeing Co. announced a strategic partnership with Palantir Technologies to integrate AI solutions across its defense and space unit [8] - Alibaba Group is deepening its AI ambitions by integrating Nvidia's suite of "physical AI" development tools into its cloud platform [8] Financial Agreements - PayPal Holdings, Inc. and Blue Owl Capital Inc. announced a two-year agreement for Blue Owl to purchase approximately $7 billion of buy now, pay later receivables originated by PayPal in the U.S. [9] AI Infrastructure - Cipher Mining Inc. secured a 10-year colocation agreement valued at roughly $3 billion, positioning itself as a major player in high-performance computing data centers [11] - Comcast Corporation announced an expansion of artificial intelligence in its broadband infrastructure to create a smarter network [12] Autonomous Vehicles - Lucid Group delivered the first Uber-exclusive robotaxi engineering vehicle to Nuro for integration [14] - Pony AI Inc. received a permit to begin autonomous driving trials in Dubai, moving closer to a commercial launch [15] - Alphabet's Waymo introduced a fleet of Robotaxis targeting universities and businesses as the self-driving race heats up [16]

9月28日，智通财经获悉，腾讯混元发布并开源原生多模态生图模型"混元图像3.0（HunyuanImage 3.0）"，参数规模达80B。据腾讯官方介绍，这是首个开源工业级原生多模态生图模型，是目前参数量 最大的开源生图模型，可对标业界头部闭源模型。 ...

Axon bought a company that will expand its ecosystem in important ways.Axon Enterprise (AXON -0.30%) announced the acquisition of a 991 emergency response company powered by AI, expanding the company's ecosystem for emergency response. Travis Hoium shows how this deal fits into the company's business in this video.*Stock prices used were end-of-day prices of Sept. 24, 2025. The video was published on Sept. 26, 2025. ...

Core Viewpoint - RBC Capital maintains a "Sector Perform" rating for BlackBerry, with a revised price target of $4.50, reflecting cautious optimism about the company's future performance [1][5] Financial Performance - BlackBerry reported second-quarter earnings that surpassed analysts' expectations, driven by strong growth in its QNX platform and significant wins in Secure Communications [2][5] - The company has raised its outlook following these positive developments [2] Stock Performance - BlackBerry's stock price increased to $4.87, up 4.73% or $0.22 for the day [2] - The stock has shown volatility, trading between $4.64 and $4.91 on the day, with a yearly range of $2.24 to $6.24 [3] Market Metrics - BlackBerry's market capitalization is approximately $2.9 billion, indicating the total market value of the company's outstanding shares [4] - The trading volume today is 5,432,040 shares, suggesting active investor interest and reflecting sentiment towards BlackBerry's recent performance and future prospects [4]