Mountain View, California-based Alphabet Inc. (GOOGL) hardly needs an introduction, as Google sits at the center of daily digital life. Valued at roughly $4 trillion, the company anchors global search and online advertising while expanding aggressively into cloud computing, artificial intelligence (AI), hardware, and emerging healthcare offerings across key international markets. All eyes now turn to earnings, as Alphabet prepares to report fiscal 2025 Q4 results on Wednesday, Feb. 4, after market close. ...

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格隆汇1月12日丨若羽臣(003010.SZ)在互动平台表示，公司携手奥飞数据完成大模型本地化集群落地， 通过专属高性能算力集群保障了信息安全与数据隔离，并针对电商运营场景对DeepSeek模型进行了专 业适配与优化。该能力已与自研数智化系统深度融合：在BI数据中心实现全域数据资产的智能交互分 析，在SCM平台通过模型赋能需求预测与库存优化，驱动模型与业务场景双向进化，有效提升了业务 决策精度与运营效率。 ...

【环球网科技综合报道】1月12日消息，《卫报》调查发现谷歌一些人工智能生成的健康摘要信息存在虚假和误导性，使人们面临伤害风险，随后谷歌删除 了部分此类摘要。 据此前报道，《卫报》发现，用户输入"肝功能血液检查的正常范围是多少"会得到大量数字，几乎没有任何背景信息，也没有考虑患者的国籍、性别、种族 或年龄。 专家表示，谷歌人工智能概览中定义的"正常"可能与实际的正常标准存在巨大差异。这些概览可能导致重症患者误以为自己检测结果正常，从而忽略后续的 医疗检查。 调查结束后，该公司已删除了针对"肝血检查正常范围是多少"和"肝功能检查正常范围是多少"这两个搜索词的 AI 概览。 谷歌发言人表示："我们不对搜索中的个别内容移除事件发表评论。如果人工智能概览缺少某些上下文信息，我们会努力进行全面改进，并在适当情况下根 据我们的政策采取行动。"（思瀚） ...

Core Insights - Walmart has initiated a partnership with Google to enhance its retail experience through the Universal Commerce Protocol and the Gemini AI tool, marking a significant shift towards agent-led commerce in retail [2][3] Group 1: Partnership Details - The collaboration aims to integrate Walmart and Sam's Club products into Google's Gemini, allowing for a more intuitive and personalized shopping experience for customers [2][3] - Customers linking their accounts will receive recommendations for complementary items based on past purchases and can benefit from Walmart+ and Sam's Club memberships [4] Group 2: AI Integration - Walmart is positioning AI not just as a utility but as a new interface for guiding product discovery, moving away from traditional search methods [5] - The appointment of AI specialist Shishir Mehrotra to Walmart's board signifies a strategic commitment to embedding AI leadership in decision-making processes [6][7]

Core Viewpoint - Tencent is undergoing a significant transformation in its AI strategy, appointing 27-year-old Yao Shunyu, a former core researcher at OpenAI, to lead its AI initiatives, signaling a serious commitment to revitalizing its struggling AI business [2][4]. Group 1: AI Business Challenges - Tencent's AI division has been characterized by inefficiencies, with each business unit independently investing over 2 billion yuan annually in R&D without effective collaboration, leading to resource wastage [4][5]. - The company has faced difficulties in monetizing its AI products, with the AI product "Yuanbao" struggling to retain users, as it primarily showcases technical capabilities rather than solving real problems [7][14]. - Despite having a large user base and numerous business scenarios, Tencent's AI efforts have been hindered by internal coordination issues and a lack of unified standards for AI agents [9][10]. Group 2: Strategic Changes and Innovations - Yao Shunyu's appointment is seen as a strategic move to break down departmental silos and establish a cohesive AI framework, creating new departments to enhance collaboration and efficiency [5][16]. - The new AI model architecture led by Yao has shown early signs of success, with the "Hunyuan" model being integrated into over 900 business scenarios, significantly improving operational efficiency [5][8]. - Tencent's focus has shifted from merely achieving high rankings in AI benchmarks to developing commercially viable solutions, as evidenced by improvements in product design and user engagement metrics [8][15]. Group 3: Financial Performance and Investment - Tencent's third-quarter financial report indicates a strong emphasis on AI, with R&D expenditures rising to approximately 22.82 billion yuan, reflecting a 27.57% year-over-year increase [15]. - The company's revenue from marketing services grew by 21% year-over-year, highlighting the potential for AI to contribute to revenue growth despite current challenges [13]. - By the end of 2025, Tencent aims to increase the revenue share from its AI-related businesses from 3% to 5%, transitioning from a cost center to a revenue-generating engine [8][14].

Core Insights - The company is entering the agentic commerce market with AI tools designed for retailers [1] - Major retail chains are preparing for the upcoming trend of AI agent-based shopping [1] Company Developments - The search giant's introduction of AI tools marks its first venture into the agentic commerce sector [1] - This move indicates a strategic shift towards integrating AI in retail operations [1] Industry Trends - Retail chains are actively getting ready for the anticipated rise of AI-driven shopping experiences [1] - The industry is likely to see significant changes as AI technology becomes more prevalent in consumer purchasing processes [1]

Alphabet ( GOOG ) ( GOOGL ) stock is a strong buy for me. Alphabet has a highly positive risk-reward profile among the Magnificent 7. I am saying this not just because of Google’s searchAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have ...

Core Viewpoint - Alphabet (GOOG, GOOGL) stock is considered a strong buy due to its highly positive risk-reward profile among the Magnificent 7 tech stocks [1] Group 1: Investment Potential - Alphabet's stock is highlighted for its favorable risk-reward dynamics, suggesting it may outperform other stocks in the same category [1]

二、政策与技术环境 一、背景与核心诉求 随着人工智能技术飞速发展，AI 基础设施成为产业智能化变革的核心支撑，在国家 "十四五" 数字经济发展规划与 "东数西算" 工程推动下，我国算力中 心建设呈现政策驱动显著、智能化需求爆发、应用场景深化三大特征。但与此同时，AI 基础设施面临合规要求收紧、云平台漏洞频发、大模型新型攻击 涌现等多重安全挑战，构建高效、安全、可靠的 AI 基础设施成为行业刚需。 （一）整体安全架构 百度构建了以合规为纲、技术为骨、管理为翼的全方位多层级安全防护体系，涵盖合规与标准规范、核心安全域分层防护、管理与运行体系三大维度，形 成 "边界 - 平台 - 租户 - 密码 - 模型 - 运营" 六层联动防护，适配 AI 基础设施特性。 （二）关键安全域防护 模型应用安全：从语料安全清洗、输入输出安全管控、数据安全保护、安全评测能力建设四方面入手，通过 prompt 审核、回复干预、数据加密、蓝军评 测等手段，覆盖大模型训练、部署、推理全生命周期。 云平台安全：以 "治理 - 防护 - 合规 - 运营" 为主线，涵盖安全治理（漏洞、基线）、计算 / 存储 / 网络安全、等保与密评合规、物理安全 ...