Core Insights - Wuhan has attracted major companies to establish their regional headquarters, indicating its growing appeal as a business hub [1][2][3] - The city has made significant improvements in its business environment, ranking among the top ten provincial and sub-provincial cities in a national evaluation [1][2] - Innovative service models, such as the "zero employee" service, have facilitated the rapid establishment of new businesses in the region [1][3] Business Environment - Wuhan's business environment has been enhanced through various reforms, leading to its recognition in the "Ten Thousand Private Enterprises Evaluation" [1][2] - The Wu Chang District has achieved the highest provincial ranking in business environment assessments three times in the past four years, with a GDP surpassing 200 billion yuan in 2024 [2] - The "three certificates in one" initiative in the Cai Dian District has streamlined administrative processes, reducing approval times by over 90% [2][3] Government Services - The city has implemented the "Four Ones" reform to create a more efficient government service system, allowing for the integration of multiple administrative tasks into single processes [3][4] - In 2023, Wuhan achieved "one-time handling" for 134 high-frequency administrative tasks, significantly reducing the time and effort required for businesses and citizens [3][4] - The 2025 Action Plan for Improving the Business Environment outlines six key areas for development, including market, legal, open, efficient, ecological, and innovative environments [4][5] Smart Living - The integration of smart living services is enhancing the quality of life in Wuhan, with advancements in transportation, healthcare, education, and community management [6][8] - The city has established a comprehensive smart traffic system, with 191 kilometers of coordinated roads and over 1,300 acres of testing areas [6][10] - Smart healthcare initiatives have improved diagnostic capabilities in local hospitals, enabling rapid remote consultations and diagnoses [8][9] Community and Elderly Care - The city is focusing on smart elderly care solutions, with pilot projects like the AI-assisted Rose Bay community providing various intelligent services for seniors [9][10] - Significant investments in educational digital transformation have been made, with over 12 billion yuan allocated to enhance smart education infrastructure [9][10] - The development of intelligent community governance models is addressing safety and care needs for residents, particularly the elderly [10]

Group 1 - The company has a leading position in distributed architecture platform construction, core system construction, channel management construction, open banking construction, and middle platform construction for data, business, and payment [1] - The company possesses technical capabilities related to RWA (Real World Assets) [1] - The company is optimistic about the future prospects of stablecoins and plans to actively engage in the stablecoin sector [1]

Core Viewpoint - The article emphasizes the transformative impact of AI technology on the job market for programmers, highlighting the urgent need for professionals to adapt to new AI-driven roles and skills to avoid career obsolescence [1]. Group 1: Industry Trends - Major companies like Alibaba Cloud, ByteDance, Tencent, JD.com, and Baidu are integrating AI capabilities into their core operations, with a significant portion of job openings (80%) related to AI [1]. - Traditional programming skills are becoming less relevant, as the demand shifts towards expertise in AI model development and application [1]. - The job market is experiencing a dichotomy where traditional tech roles are shrinking, while AI-related positions are expanding rapidly, with salaries increasing by 150% for these roles [1]. Group 2: Training and Development Opportunities - A free training program titled "AI Model Application Development Practical Training Camp" is being offered to help tech professionals acquire essential AI skills [2][3]. - The training includes live sessions covering the career prospects in AI, typical business scenarios, technical architecture, and hands-on experience with AI model fine-tuning [3][7]. - Participants will receive practical resources such as case studies and white papers on AI commercial applications upon completion of the course [14][18]. Group 3: Career Advancement - The article suggests that having experience in AI project development will soon become a prerequisite for job applications in the tech industry [1]. - The training program aims to help participants build a competitive edge by linking them with product teams and providing insights into the current job market and salary trends in AI [12][17]. - The course is designed to help individuals avoid the risk of job loss due to industry changes and to secure high-paying positions in the evolving tech landscape [12][17].

Core Viewpoint - The article discusses the advancements of Huawei Cloud's Pangu multimodal large model, highlighting its capabilities in generating 4D space images and videos from Mars images, and its unique ability to support both point cloud and video modalities simultaneously [1][7]. Group 1: Model Upgrades - Huawei Cloud has upgraded five foundational models, including Pangu NLP, multimodal, prediction, scientific computing, and CV models [8]. - The Pangu NLP model features two significant technologies: Pangu DeepDiver and a low hallucination new scheme, which enhance its capabilities [12][18]. Group 2: Pangu DeepDiver Technology - Pangu DeepDiver utilizes Search Intensity Scaling (SIS) to improve interaction between large language models (LLMs) and search engines, allowing dynamic adjustment of search frequency and depth based on problem complexity [13][14]. - The model has demonstrated performance comparable to a 671 billion parameter model in various benchmarks, indicating a qualitative leap in open-domain information retrieval capabilities [16][17]. Group 3: Low Hallucination New Scheme - The low hallucination scheme includes a multi-layered hallucination defense system and a closed-loop quality assurance system, focusing on data quality and diversity to reduce hallucination triggers [18][21]. - The model employs reinforcement learning to suppress hallucinations and enhance factual accuracy, logical consistency, and reliability [22][23]. Group 4: Industry Applications - The Pangu models have been applied in various industries, such as agriculture, where a model developed with the Chinese Academy of Agricultural Sciences can recommend gene editing targets, significantly reducing design time [28][34]. - The Pangu prediction model has been implemented in industries like cement and steel, providing process optimization solutions that enhance production efficiency [35][36]. Group 5: Model Development and Training - Huawei Cloud offers a comprehensive AI toolchain through its ModelArts Studio, facilitating the development of industry-specific models without the need for companies to start from scratch [42]. - The industry model training workflow reduces training time and costs by 60%, enabling clients to build high-quality proprietary models efficiently [45][46]. Group 6: Evaluation and Standards - Huawei Cloud has established an industry model evaluation center that provides a three-tier evaluation system across various sectors, helping clients optimize their models based on clear standards [47][48].

天眼查App显示，近日，软通天枢智能(南京)科技有限公司成立，法定代表人为刘会福，注册资本3000 万元，经营范围包括人工智能应用软件开发、工业控制计算机及系统制造、计算机软硬件及外围设备制 造、智能机器人的研发等，由软通动力（301236）全资持股。 ...

蚂蚁数科在杭州成立科技新公司 注册资本3000万 智通财经6月19日电，天眼查App显示，近日，蚂蚁鑫能（杭州）科技有限公司成立，法定代表人为边 卓群，注册资本3000万人民币，经营范围包括软件开发、软件销售、计算机系统服务、数据处理服务 等。股东信息显示，该公司由蚂蚁数科旗下上海云镌企业管理咨询有限公司全资持股。 ...

Core Insights - Globant has launched Globant FUSION, a suite of AI Agents aimed at enhancing full-funnel marketing, communications, and advertising, presented at the Cannes Lions International Festival of Creativity [1][2] - The FUSION suite integrates Globant GUT's creative capabilities with Globant Enterprise AI, focusing on solving real-world marketing challenges and improving measurable business outcomes [2][3] Product Features - Globant FUSION is designed to streamline the entire marketing funnel, from strategic planning to campaign optimization, by merging human creativity with AI efficiency [5] - The suite includes various AI Agents that automate tasks such as digital ad production, content creation, image generation, video production, and landing page development, all tailored to brand specifications [6][5] - Key performance metrics reported include a 23% improvement in click-through rates (CTR), four times the number of assets created, six times faster adaptations, and a threefold reduction in production time [6] Business Model - The FUSION suite operates on a subscription-based AI Pods model, allowing marketing teams to scale AI services based on actual demand, ensuring faster execution and tangible AI savings [4][5] - This model emphasizes flexibility and productivity, enabling organizations to adapt to evolving business needs while unlocking measurable outcomes [5] Strategic Positioning - Globant GUT aims to transform marketing through intelligent technology and human insight, focusing on delivering personalized experiences that drive growth and value [7] - The company positions itself as a leader in AI services, having been recognized as a Worldwide Leader in AI Services and CX Improvement Services by IDC MarketScape [8][10]

聚焦核心龙头及边际变化。 当前，正进入半年末，市场风险偏好波动可能加大，确定性将成为投资的核心抓手。 对计算机行业而言，目前板块位置及持仓水平较低，建议从两方面把握确定性： 1 ）底部的核心龙头，特别是 AI 及国产化领域的龙头； 2) 边际变化较大的细分领域及个股。 点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨 本周观点聚焦 周观点 持续聚焦核心龙头及边际变化 桂 杨 SAC执业证书编号：S0190524040005 1、本周 观 点： 持续聚焦核心龙头及边际变化 2、深度跟 踪 ： 从火山 Force 原动力大会看大厂 AI 生态 使用本研究报告的风险提示及法律声明 兴业证券股份有限公司经中国证券监督管理委员会批准，已具备证券投资咨询业务资格。 本报告仅供兴业证券股份有限公司（以下简称"本公司"）的客户使用，本公司不会因接收人收到 本报告而视其为客户。本报告中的信息、意见等均仅供客户参考，不构成所述证券买卖的出价或征价 邀请或要约。该等信息、意见并未考虑到获取本报告人员的具体投资目的、财务状况以及特定需求， 在任何时候均不构成对任何人的个人推荐。客户应 ...

程序员的市场真是变天了！ 朋友早上还正常去上班，下午就拿着大礼包回来了，干的好好的说裁就裁了？！ 还真是，最近花qi爆出将裁员3500个技术人，连大家公认的铁饭碗都不保了， 传统技术真的不香了吗？还有出路吗？ 前言 其 实不是岗位不火了，而 是 技术栈该迭代了！ AI时代，各大厂都在加紧落地AI应用，行业迭代的背后， 是AI技术人才的严重稀缺！ 最近粉丝也反馈： " 投了七、八十份常规开发岗， HR 都已读不回，但我发现，凡是跟 AI 沾点边的， HR 都着急问最快到岗时间，薪资还高的离谱 ……" 尤其是那些 能把 RAG、Agent 、微调、 Function Call等 AI应 用开发技术搞懂的人，大厂年薪直达 70-100W ，今年已经被市场抢疯了！！ 不需要懂深奥的算法， 现有的 "连接、封装、服务"能力才是大模型接入业务的核心刚需， 就足够打造出智能客服、 Al 助手等爆款应用，做的都 是程序员的老本行！ 不主动求变的技术人迟早会被淘汰， 现在市场上对懂AI的技术需求远大于供给！这对于 职业发展陷入瓶颈/或业务正面临转型 的技术人来说，无 疑是一个巨大的机会！ 如何快速补齐 AI大模型底层原理、 应 ...

Company Announcement no. 07/2025 cBrain appoints new CFO Copenhagen, June 11, 2025 cBrain (NASDAQ: CBRAIN) is happy to announce that Lars Møller Christiansen has accepted the role as new CFO starting August 1st, 2025. Lars Møller Christiansen comes from a position as Deputy Director at the Environmental Protection Agency (EPA), now known as the Agency for Green Land Use Planning and Aquatic Environment. Lars was responsible for financial management and digitization at the Danish EPA. cBrain’s current CFO, ...