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(经济观察)中国企业“数智”出海,人工智能“挑大梁”
Zhong Guo Xin Wen Wang· 2025-05-23 13:50
中新社北京5月23日电 (记者 夏宾)中国汽车品牌出海,如何解决智能座舱的操控语言问题? 广州汽车集团股份有限公司(下称"广汽集团")数字化部资深架构师王麒钧对此的答案是:借助人工智 能。 "2025阿里云中企出海大会"近日举行,中新社记者从会上了解到,广汽集团与阿里云达成多项合作,将 持续探索大模型与传统AI模型的结合,针对构建智能体Agent,渗透研产供销服全场景,利用AI能力支 持业务变革核心流程更快落地。 阿里巴巴集团CEO、阿里云智能集团董事长兼CEO吴泳铭说,新一轮的中国企业全球化必然需要新一代 的基础设施,阿里云将全力支持中国企业出海,包括加大投入打造全球云计算一张网、加速模型出海及 AI产品国际化等。 以语言问题为例,今年4月开源的新一代模型千问3支持119种语言,涵盖众多小语种和方言,在东南亚 地区和中东各国,千问已成当地开发者的广泛选择。 王麒钧也表示,广汽集团在接下来的AI创新浪潮中,会与阿里云一起,加速AI应用在海外市场落地。 在数字基础设施扩张和人工智能时代发展的大背景下,不仅是广汽集团,美的、伊利、东方航空、爱诗 科技等一大批中国企业掀起了"数智"出海浪潮。 北京市社会科学院副研究 ...
【产业互联网周报】美国商务部撤销拜登时代AI扩散规定;英伟达将调整对华芯片出口,不再基于Hopper;微软裁员3%,减少中层管理人员
Tai Mei Ti A P P· 2025-05-21 00:54
阿里巴巴正式开源通义万相Wan2.1-VACE,这是一款支持视频生成与编辑的模型,单一模型可同时支持 文生视频、图像参考视频生成、视频重绘、视频局部编辑、视频背景延展以及视频时长延展等全系列基 础生成和编辑能力。本次共开源1.3B和14B两个版本,其中1.3B版本可在消费级显卡运行。 卫龙美味:引入字节跳动旗下飞书作为全员协作沟通平台 图片系AI生成 【产业互联网周报是由钛媒体TMTpost发布的特色产品,将整合本周最重要的企业级服务、云计算、 大数据领域的前沿趋势、重磅政策及行研报告。】 国内资讯Manus开放注册,用户每天可免费执行一项任务 价格曾经炒到10万,一码难求的AI智能体平台Manus宣布开放注册,Manus在公告中表示,Manus向所 有人开放,无需等待名单;所有用户每天可免费执行一项任务(300积分),所有用户一次性获得1000 积分奖励。 阿里巴巴开源视频生成与编辑模型通义万相Wan2.1-VACE 中国休闲食品企业卫龙美味(09985.HK)宣布:引入字节跳动旗下飞书作为全员协作沟通平台。卫龙美味 表示,未来将通过飞书的数字化能力,提升组织效率并布局 AI 生产力。卫龙美味副董事长兼CE ...
2025维多利亚消费品贸易洽谈合作会广州站落幕
Sou Hu Cai Jing· 2025-05-20 12:30
洽谈合作会现场。主办方供图 活动现场。主办方供图 21家维多利亚州优质品牌亮相路演环节,覆盖个护、母婴营养、健康食品、保健品及宠物食品等核心消 费品品类,展示涵盖了维州消费品品牌针对中国消费市场的定制化战略和创新成果,进一步促进中国华 南消费品市场买家对维州消费品的了解,提升跨境行业洞察。 此外,21家维州品牌与20家华南地区进出口贸易及跨境买家展开一对一洽谈,聚焦区域化合作需求。参 会买家涵盖跨境电商平台、头部电商平台及区域分销商,双方就产品准入、渠道拓展及联合营销等议题 达成多项初步合作意向。(完) 中新网广东新闻5月19日电 (记者 程景伟)2025维多利亚消费品贸易洽谈合作会-广州站近日在广州国际金 融中心举办。 作为维多利亚消费品在中国贸易促进系列活动的第二站,本次会议汇聚来自维多利亚州的21家优质快消 品牌、20家粤港澳大湾区及华南地区头部进出口贸易企业,以及抖音跨境、美团跨境等平台代表,围绕 中国南部市场特性与跨境电商新趋势,共探中澳快消品行业的区域化合作机遇。 抖音电商全球购业务负责人周宁卓发表《兴趣电商驱动下的消费品增长密码》主题演讲,深度解析抖 音"内容+货架"双引擎战略,涵盖短视频与直播 ...
720小米、亚洲收益、三菱电机、香港银行、美国互联网、京东物流
Goldman Sachs· 2025-05-20 07:35
19 May 2025 | 7:20AM HKT The 720: Xiaomi, Asia earnings, Mitsubishi Electric, HK Banks, US Internet, JD Logistics In Focus | Xiaomi Xiaomi - Strong AIoT sales to drive higher 1Q25 profit; Eyes on strategic product launch event – Buy. Xiaomi's President hosted a live-streaming session on May 17 where he disclosed strong operating metrics for smartphone/AIoT segments in 1Q25, and released Xiaomi Civi 5 Pro as well as 6 new premium smart home appliance products. More importantly, this session lifted the curtai ...
BERNSTEIN:印度策略-剖析涨势 —— 盈利视角
2025-05-16 06:25
+91 226 842 1482 With Nifty nearing 25,000, we are now back to usual business after a dramatic weekend that culminated in India-Pakistan ceasefire (an uneasy calm, but we'll take it). We had advised in our previous notes to buy the dip given instances of sharp market recovery immediately once the escalation is behind. This report marks a return from the geopolitical Nikhil Arela to the fundamental, as we dissect the earnings to see what lies ahead. We retain our nikhil.arela@bernsteinsg.com positive view on ...
Analysts Say Unilever Has the Leverage to Hit New Highs
MarketBeat· 2025-05-15 11:16
Unilever TodayULUnilever$60.66 -0.11 (-0.18%) 52-Week Range$53.50▼$65.87Dividend Yield3.40%P/E Ratio17.38Price Target$69.50Add to WatchlistUnilever NYSE: UL has the leverage for its stock price to hit new highs in 2025, at least according to the analysts' sentiment trends. Those trends include significantly increased coverage since the lows of 2023, firming sentiment with MarketBeat’s reported consensus up to Moderate Buy from Reduce compared to last year, and a rising price target. The price target is mo ...
Mattel's Plea for Lower Tariffs Pays Off and the Stock Pops
The Motley Fool· 2025-05-12 20:32
Group 1: Market Reaction to Tariff Reduction - The market experienced significant gains after President Trump announced a reduction of tariffs on Chinese imports from 145% to 30% for at least 90 days, indicating a potential easing of trade tensions [1] - Retail companies, particularly Mattel, Deckers Outdoor, and Best Buy, saw substantial stock price increases, with Mattel peaking at a 11.1% gain and Best Buy at 11% [2] Group 2: Impact on Specific Companies - Mattel's CEO highlighted that tariffs would increase costs for consumers without boosting U.S. manufacturing, leading to potential diversification of supply chains outside of China [4] - Despite previous threats from Trump regarding specific tariffs on Mattel, the company is now positioned to benefit from the announced lower tariffs [5] - Best Buy faced rising costs for electronic devices due to supplier price increases, but the 30% tariff may be absorbed by producers or retailers, minimizing the impact on retail prices [9] Group 3: Broader Industry Implications - The imposition of tariffs has created a dual challenge for product companies like Mattel and Deckers Outdoor, as higher costs could reduce consumer demand for goods, potentially leading to lower sales during the holiday season [6] - While tariffs are seen as an incremental headwind for the retail industry, the current reduction provides a more favorable environment compared to previous conditions [10] Group 4: Future Uncertainties - Despite the positive market reaction, the uncertainty surrounding tariffs remains, as they are still higher than at the beginning of the year, and the 90-day pause does not guarantee long-term stability [11]
汇丰:美国股票策略_为不确定、波动环境挑选的十只股票
汇丰· 2025-05-12 01:48
US Equity Strategy Equity Strategy & Equities Ten stock picks for an uncertain, volatile environment Initial sell-off broad-based but recovery uneven The initial post-Liberation Day sell-off was broad-based (99% of S&P 500 stocks fell), but the recovery over the past weeks has been uneven. Tech and Mag7 have largely driven the S&P 500 recovery. The equal-weighted S&P 500 has underperformed the index by c170bp and value underperformed growth by 620bp. Just 35% of S&P 500 stocks have recovered to pre-Liberati ...
瑞银:中国股票策略-如何在当前市场中应对波动
瑞银· 2025-05-12 01:48
Historically equity market volatility in China rose mostly due to external shocks (e.g. COVID in 2020 and ADR delisting in 2022) and has typically seen negative returns with MSCI China down 6% during these periods of rising volatility (see Figure 1). That said, the market typically overshot in times of uncertainty and as volatilities declined in the ensuing period, the index actually delivered a positive return of 5% on average. Using the option implied volatility in the HSI as a proxy, we found that invest ...
四大证券报精华摘要:5月12日
Xin Hua Cai Jing· 2025-05-12 00:25
·近半数新三板挂牌公司去年净利润增长 全国股转公司近日发布2024年业绩总结,截至2025年4月30日,共有5844家挂牌公司披露去年年报,共 实现营业收入1.71万亿元,同比增长0.88%,净利润655.81亿元。近半数挂牌公司净利润增长,超两成 增速50%以上。总体来看,挂牌公司业绩表现韧性较足,专精特新特点鲜明。据统计,截至目前,78家 挂牌公司披露2025年一季度报告,共实现营业收入89.39亿元,其中45家公司实现营收增长;共实现净 利润10.03亿元,其中44家公司实现净利润增长。 ·深圳印发建设产业金融中心行动方案推动长期资本精准服务"硬科技"发展 日前,深圳市地方金融管理局、深圳证监局联合印发《深圳市关于发挥资本市场作用建设产业金融中心 行动方案(2025-2026年)》。《行动方案》明确,"十五五"期间,深圳力争构建形成适配经济社会高质量 发展需求、优质创新资本集聚的高质量资本市场,以一流的创新资本形成机制、一流的标杆企业、一流 的行业机构、一流的市场发展生态、一流的风险防控体系,助力推进中国式现代化深圳新样本、新实 践,并推出20项具体举措。 ·大厂各显神通 AI人才争夺战打响 新华财经北 ...