7月26日，2025世界人工智能大会（WAIC）在上海盛大启幕，成为全世界的焦点！ 此次大会以"智能时代 同球共济"为主题，全方位呈现人工智能技术前沿、产业趋势及全球治理的最新实践成果。其中，华为、腾讯、阿 里、百度、宇树科技、科大讯飞等全球知名企业参展，百款"全球首发""中国首秀"新品重磅亮相！ 此次大会让"中国科技敢突破、敢创新、敢引领"的底色愈发鲜明。#人工智能大会上的科技敢#词条迅速引爆热搜，诺安基金科技组调研团 队深入现场，解码这场科技盛宴背后的技术跃迁与投资机遇。 人工智能大会引爆 亮点纷呈 2025世界人工智能大会（WAIC），终于开幕了！ 30余个国家和地区、12位图灵奖等顶奖得主、80余位中外院士参与！ 800余家企业，数十家AI龙头链主企业参与！ 3000余项前沿展品集中亮相，涵盖40余款大模型、50余款AI终端产品、60余款智能机器人及100余款"全球首发""中国首秀"新品，规模 创历届之最！ 在这里，见到宇树科技机器人搏击！ 阿里巴巴首款自研旗舰AI眼镜重磅亮相！ 华为发布首次线下展出昇腾384超节点真机！ 此次大会为观众呈现了一场精彩纷呈的科技盛宴。对此，诺安基金科技组基金经理左少逸 ...

此外，稚晖君通过灵犀 X2 正式发布 "智元灵渠 OS" 开源计划 —— 这是业界首个具身智能操作系统参 考框架，旨在推动当前机器人系统生态融合、具身智能新技术突破。 专题：2025世界人工智能大会 新浪科技讯 7月26日下午消息，2025 世界人工智能大会暨人工智能全球治理高级别会议于今日在上海世 博中心举办。智元机器人联合创始人兼 CTO 彭志辉（稚晖君）作为唯一的具身智能代表，携灵犀 X2 人形机器人登场，并发布业界首个具身智能操作系统参考框架 "智元灵渠 OS" 开源计划，携手产业界共 建开放生态。 大会上，当稚晖君问及 "人机协作中最关键的挑战" 时，灵犀 X2 回应："技术当然重要，但更关键是'理 解'，人类对机器的理解，和我们试图去理解人类的意图。真正协作是建立在'共识'的基础上。"拟人化 的表达与动态交互，直观诠释了具身智能从 "工具属性" 向 "伙伴关系" 的跨越。 环节结束时，检测到电量亏损的灵犀 X2 突然 "吐槽"："下次对话前，可以先让我充个电吗？深度对话 还挺耗电的。" 引发现场一片掌声和欢笑，生动展现了人机交互的温度与活力。 人工智能是年轻的事业，也是年轻人的事业。作为具身行业的 ...

2025世界人工智能大会暨人工智能全球治理高级别会议在上海世博中心举办。智元机器人联合创始人兼 CTO 彭志辉（稚晖君）作为唯一的具身智能代表，携灵犀X2人形机器人登场，并发布业界首个具身智 能操作系统参考框架 "智元灵渠OS" 开源计划，携手产业界共建开放生态。 ...

Core Viewpoint - The article highlights significant advancements in the technology sector, particularly in artificial intelligence and autonomous driving, showcased at the 8th World Artificial Intelligence Conference (WAIC) in Shanghai, indicating a potential market rally for tech stocks. Group 1: AI Developments - Shanghai has issued new operational licenses for intelligent connected vehicles, with companies like Pony.ai and Baidu among the first to receive approval [2][5][7] - Alibaba has completed the development of its AI glasses, Quark AI, which integrates various functionalities and is expected to be released within the year [5][6] - Honor has launched its self-developed multi-modal perception model, MagicGUI, with 7 billion parameters, achieving a 91.5% accuracy rate in common operational scenarios, surpassing industry standards by 16.4% [6][11] Group 2: Autonomous Driving Initiatives - The "Mosu Zhixing" action plan aims to establish a leading high-level autonomous driving zone in Shanghai by 2027, fostering a competitive smart connected vehicle industry [3][11] - Pony.ai and other companies are set to provide autonomous driving services in key areas of Shanghai, indicating a push towards commercializing autonomous vehicle technology [7][11] Group 3: Market Trends and Projections - The global AI market is experiencing explosive growth, with a projected market size of $185 billion in 2023, expected to exceed $780 billion by 2027, driven by advancements in AI applications [12] - The WAIC attracted over 800 companies and showcased more than 3,000 AI-related products, indicating strong interest and investment in the AI sector [11][12]

【导读】阶跃星辰宣布三个重磅消息，涉及新一代大模型、融资、生态联盟 中国基金报记者 邱德坤 7月25日下午，"多模态卷王"阶跃星辰在发布会上连发三个重磅消息：一是正式推出新一代基础大模型 Step3，二是与上海国有资本投资有限公司（以下简称上海国投）达成深度战略合作，三是联合近十家 芯片厂商和算力平台成立模型生态创芯联盟。 上海市委常委、副市长陈杰在发布会上表示，上海将深入实施"模塑申城"战略，持续优化AI创新生态， 夯实载体、算力、语料、场景、资金等要素的保障供给，支持更多像阶跃星辰的AI初创企业加速技术 升级，打造更多应用场景，为上海的AI产业发展建设探索新路径和新经验。 新一代基础大模型对比DeepSeek-R1 阶跃星辰创始人、CEO姜大昕在发布会上宣布，阶跃星辰正式推出新一代基础大模型Step3，并且将在7 月31日面向全球企业和开发者开源。 姜大昕表示，Step3兼顾智能与效率，旨在面向推理时代打造最适合应用的模型，为开源世界贡献最强 的多模态推理模型。 目前，基础大模型的研发步入深水区，模型厂商和芯片厂商通过联合技术创新的方式，让大模型和算力 实现双向价值最大化，加速推动大模型被各行各业应用。 ...

上海市委常委、副市长陈杰在发布会上表示，上海将深入实施"模塑申城"战略，持续优化AI 创新生态，夯实载体、算力、语料、场景、资金等要素的保障供给，支持更多像阶跃星辰的AI 初创企业加速技术升级，打造更多应用场景，为上海的AI产业发展建设探索新路径和新经验。 新一代基础大模型对比DeepSeek-R1 【导读】阶跃星辰宣布三个重磅消息，涉及新一代大模型、融资、生态联盟 中国基金报记者 邱德坤 7月25日下午，"多模态卷王"阶跃星辰在发布会上连发三个重磅消息：一是正式推出 新一代 基础大模型Step 3，二是 与上海国有资本投资有限公司（ 以下简称上海国投 ）达成深度战 略合作， 三是 联合近十家芯片厂商和算力平台成立模型生态创芯联盟。 阶跃星辰创始人 、 CEO姜大昕 在发布会上宣布，阶跃星辰 正式推出新一代基础大模型Step 3，并 且将 在7月31日面向全球企业和开发者开源 。 姜大昕 表示， Step 3兼顾智能与效率，旨在面向推理时代打造最适合应用的模型，为开源世 界贡献最强 的 多模态推理模型。 目前，基础大模型的研发步入深水区，模型厂商和芯片厂商通过联合技术创新的方式，让大 模型和算力实现双向价值最 ...

Core Viewpoint - The article highlights the launch of Step 3, a new generation of open-source base model by Jieyue Xingchen, which is positioned as a leading open-source VLM (Vision-Language Model) that excels in various benchmarks and has significant commercial potential [1][2][11]. Group 1: Model Features and Performance - Step 3 is recognized for its strong performance, surpassing other open-source models in benchmarks such as MMMU, MathVision, and SimpleVQA [1][41]. - The model integrates multi-modal capabilities, combining text and visual understanding, which is essential for real-world applications [10][39]. - Step 3 is designed to balance intelligence, cost, efficiency, and versatility, addressing key challenges in AI deployment [7][8]. Group 2: Technical Innovations - The underlying architecture of Step 3 utilizes a proprietary MFA (Multi-matrix Factorization Attention) design, optimizing for efficiency and performance, particularly on domestic chips [29][31]. - The model features a total parameter count of 321 billion, with 316 billion dedicated to LLM (Large Language Model) and 5 billion for the visual encoder, showcasing its extensive capabilities [33][34]. - Step 3 employs advanced distributed inference techniques, enhancing resource allocation and reducing operational costs [38]. Group 3: Commercialization and Market Impact - The launch of Step 3 marks a significant step towards commercialization for Jieyue Xingchen, with expectations of substantial revenue growth, projected to approach 1 billion yuan in 2025 [54]. - The model has already been integrated into various smart devices, with partnerships established with over half of the top 10 domestic smartphone manufacturers [54]. - The establishment of the "Model-Chip Ecological Innovation Alliance" with multiple chip manufacturers signifies a strategic move to foster collaboration and reduce costs in the AI ecosystem [51][52]. Group 4: Industry Positioning - Step 3 is positioned as a solution to the pressing industry need for a practical, open-source multi-modal reasoning model, filling a significant market gap [58][60]. - The article emphasizes the shift from competitive pricing strategies to collaborative innovation as a sustainable growth path for the industry [59][60]. - Jieyue Xingchen's rapid iteration and comprehensive model matrix have solidified its reputation as a leader in the multi-modal AI space [57].

Core Viewpoint - The event focused on promoting the advanced manufacturing industry in Wanqingsha Town, aiming to establish a new high ground for intelligent manufacturing in the Guangdong-Hong Kong-Macao Greater Bay Area, with a specific emphasis on strategic emerging industries such as semiconductors, artificial intelligence, and new materials [1][2]. Group 1: Event Overview - The "Gravitational Pull, Heartfelt Collaboration" promotional event was held in Shenzhen, organized by the People's Government of Wanqingsha Town, with support from various institutions [1]. - The event highlighted the unique geographical advantages and extensive development space of Wanqingsha Town, promoting a three-in-one solution of "space + policy + service" to address the capacity expansion challenges faced by Shenzhen enterprises [1]. Group 2: Policy and Financial Support - Representatives from the Nansha Development Zone Investment Promotion Bureau provided a comprehensive introduction to the overall industrial layout, supporting facilities, and policy support in the Nansha District, showcasing a favorable business environment and development opportunities [2]. - The Guangzhou Nansha Greater Bay Area Climate Investment and Financing Center representatives explained the "Nansha Financial 30 Measures," clarifying the policy implementation paths to facilitate investment in Nansha [2]. Group 3: Investment Opportunities - Two high-growth, technology-leading manufacturing companies presented their project plans and financing needs, aligning with the key focus of Wanqingsha on developing new material industry clusters, providing potential investment targets for attending financing institutions [2]. - Wanqingsha Town is actively promoting the creation of a 22 square kilometer "Golden Inner Bay" benchmark intelligent manufacturing cluster, focusing on attracting third-generation semiconductor applications and advanced manufacturing enterprises [3].

Core Insights - The rapid development of AI technology has transitioned from simple image generation to high-quality video content creation, leading to the emergence of generative AI directors in the film industry [1][3] - The film "Tracing Back" directed by Wang Xingjian and Yang Xiaolu showcases the full integration of AI in the filmmaking process, raising questions about the core value of directors when machines can generate images [1][3] Group 1: AI in Filmmaking - Generative AI is now used throughout the entire production process, from script visualization to final rendering, demonstrating the speed of technological iteration [1] - The directors emphasize that while AI enhances efficiency, emotional expression still requires human intervention, with AI improving animation production efficiency by 50% [3][5] Group 2: Human-AI Collaboration - The directors express cautious optimism regarding the potential of AI, suggesting that human emotions and feelings will guide AI's use in filmmaking [5] - A collaborative model is envisioned where AI handles bulk rendering, allowing humans to focus on emotional decision-making, potentially reshaping the film industry workflow [5] Group 3: Philosophical Reflections - The directors reflect on the essence of creativity, with Wang comparing AI's role to that of photography and painting, suggesting that directors should capture genuine emotional moments [5] - Yang views AI as an "accelerator of imagination," emphasizing its value in freeing creators from repetitive tasks to focus on more creative narrative construction [5]

据悉， 阿里巴巴AI眼镜已完成研发，预计将于年内正式发布。当前， 阿里凭借通义 千问 跻 身全球基座模型第一梯队，应用侧夸克快速发展成为国内领先的AI应用。夸克AI眼镜标志着阿 里在AI领域的又一次战略性下注，代表其AI to C战略正从软件领域延伸至多形态硬件。 项目的整体研发由阿里巴巴智能信息事业群终端业务负责人宋刚负责。宋刚表示，AI眼镜会是 智能穿戴方向最重要的产品形态，它将成为人类另一双"眼睛"和"耳朵"，具备极强的场景穿 透能力。"眼镜一定会成为下一代人机交互的'感官中枢'，这将催生个人数据量的急剧爆发。 全场景的业务覆盖和领先的AI能力正是阿里巴巴最为擅长的。"他谈道。 作为阿里巴巴AI能力与生态协同的集大成者，夸克AI眼镜将深度融合阿里及支付宝生态： 具 备通义 千问 大模型和夸克最新AI能力 ，还支持高德导航、支付宝"看一下支付"、淘宝比 价、飞猪商旅提醒等功能。 以导航场景为例，研发团队联合高德地图开发了适配AI眼镜的近眼显示导航系统，可实现在骑 行、步行等移动场景下的精准指引。夸克的视觉问答能力、学习办公能力都将提供原生适 配，使AI眼镜从"听歌拍摄"进化为真正意义上的随身AI超级助理。 ...