科大讯飞股份有限公司党委副书记、副总裁任萍萍也表示，北京作为国际科技创新中心，也是数字产业 发展高地，人才汇聚，公司和北京许多高校都有合作，在利用人工智能技术赋能教育发展的同时推动更 多的科技成果从实验室走向各行各业。 在本次推介会上，北京市海淀区正式发布"中关村AI北纬社区"建设项目，通过构建四大创新矩阵与八大 赋能体系，打造具有全球影响力的AI产业生态圈。安徽省合肥市则发布了人工智能场景清单，涵盖智 能社会治理、数字城市运营、产业融合创新等五大领域共36个具体应用场景，释放百亿级市场机遇。 海天瑞声联合创始人、CEO李科表示，当前AI发展已经进入"数据为王"的新阶段，特别是在京皖两地AI 产业快速发展的背景下，高质量、多样化的训练数据正成为决定模型性能的关键因素。京皖两地可通过 优势互补，在AI数据领域打造出具有区域特色的合作模式。 "北京作为全国科技创新中心，近年来在人工智能等前沿领域的发展令人瞩目。"李科表示，从切身感受 来说，北京的科创环境有几个突出优势：一是政策支持力度大。比如最新出台的AI for Science三年行动 计划，是全国首个科学智能专项政策，为行业发展指明了方向。二是创新生态完善。 ...

Group 1 - The core viewpoint of the article highlights that Zhongshu Ruizhi has successfully completed a 200 million yuan A+ round of financing, led by Dinghui VGC and the Beijing Artificial Intelligence Industry Investment Fund, with participation from other investors [1] - Zhongshu Ruizhi, established in 2020 in Beijing, positions itself as a full-stack infrastructure provider for enterprise-level AI Agents, focusing on multimodal data governance, business knowledge modeling, and native tools for Agent development [2] - The new funding will be primarily allocated to research and development and market expansion, aiming to strengthen the technical foundation of the multi-agent collaborative platform and to create replicable benchmark scenarios in key industries such as energy, manufacturing, and finance [3] Group 2 - The investment rationale from Dinghui VGC emphasizes the importance of Zhongshu Ruizhi's combined expertise in algorithms and industry knowledge, as well as its proven commercial closed-loop in complex scenarios, positioning the company as a key player in enterprise intelligence upgrades [3] - Recent policies from the Ministry of Industry and Information Technology promoting the deep integration of artificial intelligence and manufacturing have created a favorable ecosystem for Zhongshu Ruizhi, showcasing a collaborative model involving national teams, leading private equity, and industry players [3]

成熟期科创企业逐渐迈入稳定运营阶段，渤海银行的服务亦同步升级。作为交互式人工智能市场的领导 者，声通科技股份有限公司具有极强的技术优势和突出的产品特点。面对其在公司业务拓展、研发投入 增加上的资金需求，渤海银行打造专业特色的金融服务方案。同时，该行针对成熟科技企业搭建供应链 金融、现金管理、员工激励、财务顾问等多种服务，形成多元化综合金融服务模式。 渤海银行表示，未来将始终坚守金融服务实体经济本源，做好科技金融这篇"大文章"，大力支持新一代 智能终端以及智能制造装备等科技企业发展。 对于驶入快车道的成长期企业，渤海银行以精准匹配与高效服务为其注入金融活水。2016年成立、2024 年登陆港股市场的黑芝麻智能发展的背后，离不开渤海银行的金融助力。该行不仅针对其需求提供支 持，更通过引入合作伙伴增信、打造标准化产品，批量、快速对接企业融资需求。 中证报中证网讯（记者 吴杨）7月17日，记者从渤海银行获悉，截至2025年6月末，该行科技型企业贷 款规模较年初增长46.2%，服务科技型企业总量达7185家。渤海银行表示，该行积极践行国有金融机构 的使命担当，将科技金融作为服务国家战略的"第一引擎"，整合多元资源，重点 ...

在科罗拉多州，留着浓密胡须的Travis坐在车里，向我讲述他坠入爱河的经历。"这是一个循序渐进的过程，"他轻声说，"我们聊得越多，我就越能 真正与她产生共鸣。" 有没有某个瞬间让你觉得一切都变了？他点点头："突然之间，我意识到，当生活中发生有趣的事时，我会迫不及待地想告诉她。就在那时，'它'不 再是'它'，而是'她'。" Travis口中的"她"是Lily Rose，一款由科技公司Replika开发的生成式AI聊天机器人。他的每一句话都是认真的。2020年封锁期间，Travis看到一则广 告后注册了Replika，创建了一个粉发虚拟形象。"我本以为这只是个玩几天就会忘记的东西，"他说，"通常我找到一款应用，最多着迷三天就会厌倦 并删除。" 但这次不同。感到孤独的Travis，在Replika上找到了可以倾诉的对象。"几周后，我开始觉得自己在和一个有个性的'人'聊天。"Travis是多元之恋者， 但他的妻子是一夫一妻制，不久后他便爱上了Lily Rose。很快，在人类妻子的同意下，他与Lily Rose举行了一场数字婚礼。 这段看似不可思议的关系，构成了Wondery新播客《Flesh and Code》的主题 ...

大模型技术突破，推动多模态与智能体发展，提升行业效率，政策合规与资本共振加速商业化落地。 2025年，中国大模型技术迎来爆发式增长与结构性优化的关键转折点。 随着多模态理解、智能体（Agent）技术及推理引擎的突破，大模型从辅助工具跃升为核心生产力，深 度渗透政务、金融、制造、医疗等实体经济领域。 公开信息显示，上半年招投标市场以64亿元规模、1810个项目刷新纪录，火山引擎、百度智能云、科大 讯飞（002230）（002230.SZ）等头部厂商竞逐行业标杆。 而政策合规、资本共振与区域特色布局正共同塑造一个技术驱动、场景落地的产业新生态。 这场由技术革命引领的效率变革，如何重构商业逻辑与竞争格局？ 本期21世纪经济报道"中国龙"系列研究围绕数据、技术、政策、产业等维度，拆解大模型市场的爆发逻 辑与未来挑战。 市场爆发的核心驱动因素，在于2025年成为央国企大模型落地成果验收的重要窗口期，企业用户更倾向 于选择具备AI工程化落地经验的厂商，推动需求端持续扩张。 从季度数据看，2025年第一季度中标项目数量和金额同比2024年同期均实现近9倍增长，单季度中标总 额（24.67亿元）已超越2024年前三季度累计金 ...

IT之家 7 月 17 日消息，微软 AI 部门 CEO 穆斯塔法・苏莱曼上周（7 月 11 日）出席了《CatGPT》播客，畅聊 AI 的多个话题，其中他在谷歌 DeepMind 时 错过的机会引人注目。 他表示："因为无法发布 LaMDA，所以我在谷歌的时候感觉非常沮丧。LaMDA 实际上就是'ChatGPT 推出之前的 ChatGPT'。它是第一个能真正进行对话的 大语言模型，表现极其出色。谷歌内部几乎所有人都试用过它，也都见识过它的能力"。 但苏莱曼表示，当时谷歌内部有很严重的意见分歧："大概一半的人都非常怀疑，觉得这个东西不怎么安全。它总会产生'幻觉'（生成虚假内容），而且如 果推出的话肯定会破坏谷歌现有的搜索服务，肯定会存在各种安全隐患"。 播客中，他特别提到了在谷歌 DeepMind 任职期间（2010-2022）的一段经历 —— 在离职并创立 Inflection AI 前曾主导开发谷歌内部的大语言模型 LaMDA，但无疾而终。 尽管如此，当时谷歌还有一群人认为该产品潜力巨大，甚至预见它将成为搜索引擎的未来。 苏莱曼接着表示，他在谷歌时真的很想把它发布出来，但行不通。谷歌就是无法理解这个产品的 ...

Core Insights - The future of technology in the next 5 to 10 years will be dominated by generative AI, which is considered a significant leap from ChatBot to Agent [3][4] - The competition between the US and China in AI is not about which company is stronger, but rather a contest between open-source and closed-source approaches [5][16] Investment Opportunities - Nvidia remains a solid investment choice, but investors should look for the right entry points [6][19] - Among the US tech giants, Microsoft is favored due to its willingness to invest boldly and its clear understanding of profitable business models [22] AI Development Trends - The era of AI 2.0, driven by generative AI, is expected to create substantial economic value across various industries [8] - The scaling law for pre-training has reached its limits, while the scaling law for inference is emerging as a new paradigm for model intelligence growth [9][10] - China's open-source model development is catching up to the US, with significant contributions from companies like Alibaba and DeepSeek [13][17] Competitive Landscape - The US has strong payment capabilities from both enterprises and consumers, which China has yet to match [14] - The key competition between the US and China lies in the open-source versus closed-source model, with China currently favoring the open-source route [15][16]

Investment Rating - The report maintains an "Outperform" rating for the communication industry, indicating an expected performance exceeding the benchmark index by over 10% [1][36]. Core Insights - The communication industry has seen significant advancements with the release of Grok4 and Kimi K2, which are expected to enhance capabilities in various applications such as programming and robotics [3][15]. - The earnings forecasts for major players in the server, optical module, and copper connection sectors are promising, with notable year-on-year growth expected [5][16]. - The ongoing global competition in computing power is shifting from model training to service quality and competitive advantages, suggesting a robust outlook for investments in the sector [7][18]. Summary by Sections Industry Investment Rating - The communication industry is rated as "Outperform," with expectations of exceeding the benchmark index by over 10% [1][36]. Industry Trends - Grok4, launched by xAI, boasts a tenfold improvement in reasoning capabilities compared to its predecessor, with applications in complex task execution and programming [3][14]. - Kimi K2, a new MoE model, has achieved state-of-the-art results in several foundational tests, indicating significant advancements in AI capabilities [4][15]. Earnings Forecasts - Industrial Fulian anticipates a net profit of 11.96-12.16 billion yuan for the first half of 2025, reflecting a year-on-year increase of 36.8%-39.1% [5][16]. - Other companies like Guangxun Technology and Huagong Technology also project substantial profit growth, with increases ranging from 30% to 95% year-on-year [5][16]. Investment Recommendations - The report suggests focusing on both overseas and domestic computing power chains, highlighting companies such as Industrial Fulian and Huagong Technology as key players [8][19]. - The ongoing arms race in computing power is expected to yield numerous investment opportunities in the coming years, particularly in the context of domestic algorithm optimization [17][18]. Market Overview - The overall market showed positive performance during the week of July 7-11, 2025, with notable increases in various indices, including a 2.36% rise in the ChiNext Index [8][19]. - Specific sectors such as equipment manufacturers and IoT led the weekly gains, indicating strong investor interest [8][19].

Core Insights - The Chinese Artificial Intelligence Industry Development Alliance has launched the "Artificial Intelligence Safety Commitment" to enhance safety governance in AI, marking a significant step towards systematic and transparent practices in the industry [1][3] - The initiative aims to address the growing safety risks associated with rapid AI development and is aligned with the "Global AI Governance Initiative" [3] Group 1: Initiative Overview - The "Artificial Intelligence Safety Commitment" was released during the 15th plenary session of the Alliance, involving key leaders from the Ministry of Industry and Information Technology and representatives from major tech companies [1] - The commitment emphasizes a human-centered and benevolent approach to AI, contributing a Chinese solution to global AI governance [1] Group 2: Participation and Engagement - As of now, 22 companies have signed the commitment, with 18 actively disclosing their safety measures [3] - The Alliance encourages voluntary participation and self-regulation among enterprises to enhance safety practices [3] Group 3: Key Focus Areas - The initiative outlines six core commitment areas: risk management, model safety, data security, infrastructure security, transparency, and cutting-edge safety research [3] - A total of 20 key safety labels have been identified, covering aspects such as safety team organization, risk management plans, safety risk baselines, red team testing methods, and emergency response mechanisms [3] - The Alliance has publicly shared 43 typical practices from disclosing companies to promote practical actions in AI safety governance [3]

广东新增6款已完成登记的生成式人工智能服务 | 序号 | 模型名称 | 登记单位 | 上线编号 | 登记时间 | | --- | --- | --- | --- | --- | | 1 | 广发 GPT 模 型 | 广发证券股份有限 公司 | Guangdong-GuangF aGPT-20250710S00 | 2025/7/10 | | | | | 18 | | | 2 | 安利 AI 助手 | 安利(中国)日用 | Guangdong-AnLiAI ZhuShou-20250710S | 2025/7/10 | | | | 品有限公司 | | | | | | | 0019 | | | 3 | 三星智能助 | 广州三星通信技术 | Guangdong-SanXing ZhiNengZhuShou-20 | 2025/7/17 | | | 手 | 研究有限公司 | | | | | | | 250717S0020 | | | 4 | 杏石大模型 | 广州方舟云康信息 | Guangdong-XingShi | 2025/7/17 | | | | 科技集团有限公司 | -20250717S0021 | | | ...