Ethan Mollick认为，Gemini 3的出现意味着具备自主行动能力的"代理模型"正在崛起，它虽然并非 完美无瑕，但其所犯的错误已不再是无中生有的"幻觉"，而更接近人类在判断或意图理解上的偏差。 随着AI能力的提升，人机协作正从"人类修复AI的错误"进化为"人类指导AI的工作"。 谷歌最新发布的Gemini 3模型正标志着人工智能领域的一个关键转折点。 美东时间18日周二，谷歌正式发布备受期待的该司迄今最强大人工智能（AI）模型Gemini 3，并于发 布首日立即在谷歌搜索、Gemini应用程序App及多个开发者平台同步上线，在多个盈利产品中投入使 用。 谷歌高管在新闻发布会上强调， 在衡量人工智能模型性能的几个热门行业排行榜上，Gemini 3处于 领先地位。 谷歌AI研究实验室DeepMind的CEO Demis Hassabis表示，Gemini 3是"世界上最好的多 模态理解模型"，也是公司迄今最强大的智能体和代码生成模型。 根据沃顿商学院教授Ethan Mollick的深度测评，Gemini 3的发布及其配套工具"Antigravity"展示了惊 人的"代理"能力。与三年前的GPT-3模型相 ...

"今年到明年，我们在脑机接口算法、脑机接口软件开发以及系统应用开发这几个方向的招聘人数要翻倍。"秋招期间，天津一家科技公司负责人这样透露。 作为国家重点发展的未来产业， 我国脑机接口市场规模发展迅猛。因其技术需求覆盖生物医学、神经科学、计算机、电子工程等多个学科，带动了多专业 背景毕业生就业。 就业现状与产业发展息息相关。新兴产业人才"走俏"的背后，是我国产业结构持续优化与转型升级的生动体现。 近年来，我国高校毕业生规模持续超千万。对每位毕业生而言，在秋招中选择一个有前景、能深耕的行业，无疑是职业生涯的良好起步。将个人发展方向与 国家战略需求对齐，不仅是实现个人职业价值的"最优解"，更是驱动企业创新、服务国家发展的强大内生动力。 正如"十五五"规划所指出，要"形成人尽其才、才尽其用、万众一心、勠力进取的生动局面"。我们期待更多青年以奋斗之姿，投身于中国式现代化的浪潮， 共赴一个更加澎湃的时代。 （文丨孙诗乔 编辑丨赵静） [ 责编：张璋 ] "十四五"时期，我国在科技创新与产业融合方面成就显著。新兴产业加速发展，带动相关领域人才需求快速增长。今年第三季度，新材料行业岗位数量同比 增长66.7%，光电子行业招聘 ...

Group 1: Local Government Debt and Investment Funds - Local governments are issuing bonds to fund government investment guidance funds, with Shenzhen planning to issue 6.52 billion yuan in 10-year special bonds [2] - A total of 52 billion yuan in special bonds have been issued by various local governments this year, aimed at supporting local government investment funds [2] - The effectiveness of leveraging these funds into industrial momentum is crucial for enhancing local industry competitiveness and creating sustainable tax sources [3] Group 2: Express Delivery Industry Growth - The express delivery business volume in China reached 1,626.8 billion pieces in the first ten months, a year-on-year increase of 16.1% [4] - Revenue from express delivery services totaled 12,174.1 billion yuan, growing by 8.5% year-on-year, indicating a steady expansion despite a slight slowdown compared to last year [4] - The growth in the express delivery sector is significantly driven by the "old-for-new" policy and the active online consumption market, particularly in the central and western regions [5] Group 3: Xiaopeng Motors Financial Performance - Xiaopeng Motors reported a total revenue of 20.38 billion yuan in Q3, marking a 101.8% year-on-year increase, with vehicle sales revenue at 18.05 billion yuan, up 105.3% [6] - The gross margin improved to 20.1%, with a net loss of 150 million yuan, a significant reduction of 90.1% year-on-year [6] - The company aims to deliver between 125,000 and 132,000 vehicles in Q4, projecting revenue of 21.5 billion to 23 billion yuan, although this growth rate is expected to be lower than in Q3 [7] Group 4: Luckin Coffee's Revenue Growth - Luckin Coffee's total revenue for Q3 reached 15.3 billion yuan, a 50.2% increase year-on-year, with a total merchandise transaction value of 17.3 billion yuan [8] - The company opened 3,008 new stores, bringing the total to 29,214, which has enhanced its delivery capabilities and customer base [8] - Despite the revenue growth, net profit decreased by 2.7%, indicating rising operational costs due to increased delivery expenses [9] Group 5: Ant Group's AI Assistant Launch - Ant Group launched the "Lingguang" AI assistant, which supports multi-modal content generation and is designed to enhance user experience through interactive applications [10] - The assistant's unique features include real-time video analysis and structured content presentation, aiming to improve readability and user engagement [10] - The focus on user experience in AI applications is expected to be a key development direction in the future [11] Group 6: JD.com's New Review Platform - JD.com announced the launch of an independent app for its review platform, promising "never to commercialize" its services [12] - The platform aims to compete with existing services by emphasizing authentic user data and enhancing local business visibility [12] - The effectiveness of the review platform will depend on the richness and authenticity of its content, which requires time to develop [13] Group 7: GlobalFoundries Acquisition - GlobalFoundries announced the acquisition of Advanced Micro Foundry, positioning itself as the largest silicon photonics foundry by revenue [14] - The acquisition is expected to enhance capabilities in AI data centers and next-generation applications, leveraging AMF's manufacturing expertise [14] - The growth potential for silicon photonics technology is significant, particularly in data center construction and quantum computing [15] Group 8: Market Overview - The stock market experienced fluctuations, with major indices declining, reflecting a weak overall sentiment amid global market concerns [16] - The AI application and semiconductor sectors showed resilience, while other sectors like lithium batteries and coal faced declines [16] - The upcoming Nvidia earnings report is anticipated to influence market sentiment, with mixed expectations regarding AI investments [17]

Core Viewpoint - Google has launched its latest AI model, Gemini 3, to enhance its competitive position against companies like OpenAI, with significant improvements in handling complex queries and programming tasks [3][4]. Group 1: AI Model Features - Gemini 3 allows users to obtain desired results with fewer prompts, showcasing enhanced capabilities in programming, application development, and image generation [3][4]. - The model will be integrated into various Google products, including Gemini applications, AI search products, and enterprise solutions, with a phased rollout starting for select subscribers [3][4][8]. - The new model supports "generative interfaces," providing visually rich interpretations of content, such as art analysis with images and text [7]. Group 2: Market Position and Competition - Despite a slower start in the AI race, Google possesses advantages such as proprietary chips, a dominant online search market share of approximately 90%, and a vast user base across services like Gmail and Google Docs [4]. - Alphabet and other tech giants are significantly increasing infrastructure investments, with a combined expected capital expenditure exceeding $380 billion this year [5]. Group 3: Developer and Enterprise Integration - Developers can utilize the Gemini API for the new model, while enterprise clients can integrate it into their workflows through Google Cloud's Vertex AI, enhancing processes like employee onboarding and video analysis [9]. - The introduction of a new platform, "Google Antigravity," allows developers to engage in task-oriented programming at a higher abstraction level [6].

盘前要闻 1、谷歌宣布推出大模型Gemini 3：图像生成、编程与AI搜索全面增强 类型：公司 情绪影响：正面 谷歌宣布发布最新AI模型Gemini 3，针对复杂问题提供更优答案，增强编程、应用开发与图像生成能 力。华鑫证券认为，谷歌核心业务稳健增长，AI推动盈利能力持续释放。随着AI功能在搜索广告与 Cloud客户中的深度集成，公司具备持续提升营收效率与用户体验的能力。 2、北京提振扩大消费迎政策利好，明确支持消费产业链优质企业上市融资 类型：行业 情绪影响：正面 北京等多部门印发金融支持北京市提振和扩大消费的实施方案，力争2030年基本建成多元化消费金融服 务体系。方案明确加大商品消费信贷支持力度，成为汽车、家电等大宗消费的利好。在股权融资方面， 《方案》明确支持消费产业链优质企业通过发行上市、新三板挂牌等方式融资。 3、马云佩戴工牌现身蚂蚁园区，业内猜测或与近期一系列AI产品战略有关 类型：公司 情绪影响：正面 11月18日，有网友拍到马云佩戴工牌现身蚂蚁园区，并由蚂蚁集团董事长井贤栋、蚂蚁集团CEO韩歆毅 两人陪同，业内人士猜测，此次马云出现在蚂蚁园区或与近期一系列AI产品战略有关。近期阿里AI方 面 ...

Core Insights - Microsoft, Nvidia, and Anthropic have formed a strategic partnership, creating a tightly-knit "AI alliance" with mutual investments and resource sharing [1] - Microsoft will invest up to $5 billion in Anthropic, while Nvidia will invest up to $10 billion, leading to Anthropic's valuation soaring to $350 billion [1] - Anthropic will purchase $30 billion worth of Azure computing power from Microsoft, with additional commitments for up to 1 gigawatt of computing capacity based on Nvidia's AI systems [1][2] Group 1: Partnership Details - This marks the first deep technical collaboration between Nvidia and Anthropic, focusing on optimizing Anthropic's products for performance and efficiency [2] - Anthropic's initial commitment includes acquiring up to 1 gigawatt of computing power, utilizing Nvidia's advanced architectures [2] - The partnership allows Anthropic to access Nvidia's latest AI systems, including the Grace Blackwell and Vera Rubin architectures [2] Group 2: Microsoft and Anthropic Collaboration - Microsoft is expanding its collaboration with Anthropic to provide broader access to the Claude model for enterprise users [3] - Azure AI Foundry customers will have access to Anthropic's Claude models, enhancing Microsoft's AI offerings [3][4] - Microsoft will continue to integrate Claude into its Copilot product suite, maintaining its core partnership with OpenAI while diversifying its AI model offerings [4] Group 3: Anthropic's Growth and Infrastructure - Anthropic, founded by former OpenAI employees, is recognized in sectors like finance and healthcare, with a recent valuation of $1.83 trillion after raising $13 billion [6] - The company plans to invest $50 billion in building custom data centers across the U.S. to support AI development [6] - Anthropic has also secured a deal with Google for up to 1 million AI chips, significantly enhancing its computing capabilities [6] Group 4: Market Concerns - The announcement of this partnership comes amid rising skepticism about the AI investment boom, with Nvidia and Microsoft's stock prices dropping nearly 3% on the announcement day [7] - Concerns about a potential "AI bubble" are prevalent, with 45% of fund managers viewing it as a significant market risk [8] - The cyclical investment model among tech giants raises questions about the sustainability and profitability of AI products [8]

美东时间18日周二临近美股午盘，谷歌正式发布备受期待的该司迄今最强大人工智能（AI）模型 Gemini 3，并于发布首日立即在谷歌搜索、Gemini应用程序App及多个开发者平台同步上线，在多个盈 利产品中投入使用。 在衡量人工智能模型性能的几个热门行业排行榜上，Gemini 3均领先地位。其中在全球AI模型LMArena 排行榜上以1501分的历史最高分登顶，在衡量通用推理能力的Humanity's Last Exam基准测试中获得 37.5%的最高分，超越了此前由GPT-5 Pro保持的31.64%纪录。该模型还在数学、多模态理解和事实准确 性等多个维度刷新了行业标准。 此外，被谷歌称为最佳vibe coding和智能体编码模型，推理能力有"巨大飞跃"，是"世界上最好的多模 态理解模型"、谷歌最安全模型。除了Gemini 3 Pro的预览版，谷歌还发布增强推理模式Deep Think。 思泉新材：公司深耕散热行业多年，终端品牌有谷歌、ABB、伟创力、比亚迪、富士康等。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 分析认为，主要厂商在视频生成、推理能力、架构创新及服务普 ...

点击下方 卡片 ，关注" 具身智能 之心 "公众号 作者丨 Physical Intelligence团队 编辑丨具身智能之心 本文只做学术分享，如有侵权，联系删文 >> 点击进入→ 具身智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区 ： 具身智能之心知识星球 (戳我) ， 这里包含所有你想要的。 11月17号！Physical Intelligence团队正式发布 ，从经验中学习的VLA。 项目链接：https://www.pi.website/blog/pistar06 论文链接：https://www.pi.website/download/pistar06.pdf VLA模型如何通过强化学习在现实部署中实现自我改进？ 提出了一种通用方法RECAP：基于经验与校正的优势条件策略强化学习，该方法通过优势条件机制 实现VLA模型的强化学习训练。 该方法将异构数据整合到自我改进过程中，包括演示数据、在线收集数据以及在自主执行期间专家远程干预数据。RECAP方法首先通过离线强化学习预训练通用型 VLA模型（记为 ），该模型随后可通过机器人现场数据收集实现下游任务的专业化性能提升。 实验表明 ...

贝佐斯亲身下场物理AI了，亲自担任CEO的那种。 纽约时报消息，这名前世界首富创立了一家新公司并亲自担任联席CEO。 而且资金实力雄厚，包括贝佐斯本人出资在内，该公司已获得62亿美元资金。 编辑丨 量子位 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 这也是贝佐斯卸任亚马逊CEO之后，首次担任正式的运营职务。 贝佐斯入局物理AI 去年，贝佐斯投资了具身大牛 Sergey Levine 创立的顶尖AI机器人公司Physical Intelligence，现在他又亲自下场创立了 Project Prometheus ，进军物理AI。 有贝佐斯的下场，这个公司一创立就资金雄厚，获得了62亿美元，约合人民币440亿。 员工规模也达到了上百人，其中包括从OpenAI、DeepMind等顶级人工智能公司挖来的研究人员。 Project Prometheus的研究项目包括将人工智能应用于机器人、药物设计和科学发现等物理任务，明确将重点放在计算机、汽车、航空航天 等高科技 ...

图为2025年美国拉斯维加斯消费电子展Old World Labs展区的机器人展示。（ 新华社发） 近期，美股中人工智能（AI）概念股波动加剧，华尔街关于"人工智能泡沫"的警告声日益响亮。一边是 英伟达等AI概念股市值屡创新高、互联网巨头不断加码算力建设；一边是"大空头"公开做空AI明星股， 软银集团、桥水基金、花旗等机构清仓或大幅减持英伟达股票。进与退的交错之间，显露出资本市场对 AI估值的分歧正在加大，对行情过热的担忧情绪正逐渐升温。 当前市场对美国"人工智能泡沫"的质疑主要集中体现在以下几个方面。 一是概念股估值过高透支业绩。2022年11月ChatGPT大模型出现被视为推动AI产业进入新增长阶段的关 键节点，自其问世以来，英伟达公司股价已累计上涨约11倍，同期，标普500指数上涨约70%。今年10 月29日，英伟达公司市值首次突破5万亿美元，超过德国全年国内生产总值（GDP）规模。在公布获得 美国开放人工智能研究中心（OpenAI）的3000亿美元订单后，云服务商甲骨文股价一度飙升41%，但 最新财报显示，AI云服务毛利率仅14%，租赁英伟达芯片单季亏损1亿美元。 二是基础设施投资过度。以OpenAI ...