鱼羊 发自 凹非寺 量子位 | 公众号 QbitAI 事情变得有意思了起来。 OpenAI豪掷30亿美元收购AI编程初创公司Windsurf的事，黄了。 并且谷歌已经迅速出手—— 把包括Windsurf CEO、联合创始人在内的核心团队一整个打包带走 ，上演硅谷经典" 雇佣式收购 "。 港真，网友都有点猝不及防了：这是什么鬼热闹。 毕竟OpenAI这笔收购案闹得轰轰烈烈，Windsurf作为一个基础模型靠大厂的AI编程工具，还因此惨遭Claude断供，API直接不给用。 这下可好，整个团队彻底投入谷歌Gemini怀抱。 Google DeepMind一把手哈萨比斯亲自出面表示欢迎： 推文中透露，此番Windsurf团队加入谷歌，将参与到Gemini项目之中，负责Google DeepMind的编程Agent开发。 OpenAI为何出局？ 原因之一，在于与OpenAI关系日渐微妙的微软。 根据OpenAI和微软的协议，微软可以访问OpenAI的所有知识产权。 但桥豆麻袋，微软自己手握GitHub Copilot，正正经经是Windsurf的竞品。因此对这事儿OpenAI的态度是： 尴尬的情况使得收购案陷入了僵局 ...

马克·安德森：大家好！欢迎参加我们的首届里根经济论坛，很荣幸能与大家齐聚一堂。我们在这里经常讨论里根总统的经济支柱和政策——放松管制、降 低税收、减少开支，这些在今天依然至关重要。但今天，我想从一个更长的历史视角开始，谈谈美国如何应对当前的战略拐点，以及人工智能（AI）和再 工业化将如何塑造我们的未来。 在不久前的首届里根经济论坛上，马克·安德森（Marc Andreessen）表示，美国必须在人工智能时代的机器人技术中占据领导地位，否则将面临中国机器人 洪流的冲击。他称，自20世纪中期以来，制造业在美国经济中的占比大幅下降。安德森呼吁建立"外星无畏舰"工厂，以实现再工业化并推动未来经济增长。 马克·安德森是美国著名的企业家、风险投资家和软件工程师，被誉为互联网发展的先驱之一。安德森以其对技术趋势的敏锐洞察和前瞻性思考，成为科技 投资领域的思想领袖。他积极倡导软件驱动的创新，提出"软件正在吞噬世界"（Software is Eating the World）的著名论断，强调技术对各行业的重塑。 他此次在里根经济论坛上的发言正体现了这些风格特点，心智观察所将发言内容整理，以供参考。 让我们看看美国经济的轨迹。从 ...

1.【 Manus"润了"？官网显示"地区不可用"，社交账号清空 】 7月11日消息，日前有消息称，通用 AI智能体公司Manus对旗下部分国内业务进行裁员，并将核心技术人员迁往新加坡总部，公司目前在 中国区的员工总数为120人左右。对此，Manus方面曾回应称：基于公司自身经营效率考量，我们决 定对部分业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。新浪科技发现，目 前Manus官网首页显示为"Manus在你所在的地区不可用"，而此前为"Manus中文版本正在开发 中"。此外，Manus官方微博和小红书账号的内容已清空。（新浪科技） 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业日报） 4.【消息称亚马逊 AWS将于7月15日推出AI智能体市场，Anthropic参与】 7月11日消息，外媒 TechCrunch当地时间昨日援引消息人士的话称，亚马逊AWS将于7月15日在美国纽约市举行的AWS 峰会上 ...

Core Viewpoint - The U.S. must lead in robotics technology during the AI era to avoid being overwhelmed by China's advancements in this field [1][10]. Group 1: Historical Context - The decline of manufacturing's share in the U.S. economy has been significant since the mid-20th century, necessitating a call for re-industrialization [1][5]. - The historical "American System," proposed by Alexander Hamilton, emphasized industrialization and urbanization, which laid the foundation for the U.S. becoming an industrial superpower in the 19th century [3][4]. Group 2: Economic Trends - From 1870 to 1920, U.S. economic growth was driven by industrialization at a rate three times faster than current growth, with a high immigration and tariff environment [5][6]. - The shift towards de-industrialization and a service-oriented economy has led to a significant slowdown in economic growth since 1971, contributing to a zero-sum mentality among the populace [6][10]. Group 3: Current Challenges - The economic transformation has exacerbated urban-rural divides, with rural areas suffering from a lack of economic opportunities due to de-industrialization [6][9]. - The current urban landscape is characterized by a divide between high-income knowledge elites and low-income service workers, pushing the middle class out of cities [9][10]. Group 4: Future Opportunities - The rise of AI presents a pivotal opportunity for the U.S. to innovate in hardware manufacturing, particularly in robotics and AI-driven technologies [10][12]. - The concept of "alien dreadnought factories," proposed by Elon Musk, could lead to significant job creation and economic growth, especially in rural areas [12][16]. Group 5: Policy Implications - Immigration policy needs reevaluation, particularly concerning low-skilled immigration, which may negatively impact the working class amid rising automation [13][14]. - Regulatory barriers in energy, critical minerals, and housing must be addressed to facilitate the growth of AI and re-industrialization efforts [15][16].

刘诚／文 历史上，全球大国的崛起总是与科技革命紧密相连。 当今时代，全球正处于百年未有之大变局，恰逢新一轮科技革命的到来，AI领域的国际竞争也愈演愈烈。从历史、经济和政治的视角分析科技革命，并预 判AI国际竞争态势，这值得社会各界密切关注。 历史逻辑：科技中心的演变 美国耶鲁大学历史学教授保罗·肯尼迪（Paul Kennedy）在1992年曾经指出，从历史上看任何大国的崛起都与科技创新紧密相连，都遵循着"科技创新—国内 标准国际化—提供区域和国际公共产品—主导国际舆论"的成长路径。 也就是说，科技中心是经济中心、政治中心、文化教育中心以及军事中心的先导力量，是大国崛起的第一步。 经济逻辑：经济范式的跃迁 然而，科技革命并不必然引发产业革命。例如，各大文明古国虽有许多伟大的科技发明，却未能催生出现代工业；意大利作为近代第一个全球科技中心，也 未能率先掀起产业革命。 这说明，我们不能简单地将科技革命等同于产业革命，二者之间存在一定"鸿沟"。换句话说，科技革命需要实现"惊险一跃"，即通过商业化、产业化、规模 化生产，才能转化为产业革命，这实际上需要形成系统性的经济范式转换。 正如美国科学哲学家托马斯·库恩（Thom ...

濮建明 摄 昨天（7月11日），2025中外院士前沿科技论坛在南京大学苏州校区开幕。全英华人教授协会主席、英国皇家 工程院院士董洪标，南京大学党委书记、中国科学院院士谭铁牛，江苏省政府副秘书长邱志强，苏州市委副书 记、市长吴庆文出席。 吴庆文在致辞时说，论坛今年主题与苏州产业发展高度契合，相信一定能够进一步为苏州相关产业发展赋 能。热切期盼各位院士专家为苏州发展发表真知灼见，诚邀全球英才带着前沿理念、尖端技术和卓越团队，走进 苏州、深耕发展，共同创造无限可能的人工智能时代。 活动中，英国皇家工程院院士赵旭东、温晓玲正式受聘为南京大学杰出客座教授。 全英华人教授协会和南京大学相关负责同志；省相关部门负责同志；市委常委、组织部部长祁松，苏州高新 区主要负责同志参加。 中外院士前沿科技论坛是南京大学和全英华人教授协会联合举办的高水平国际学术交流活动和产业对接平 台。今年论坛以"人工智能赋能科技"为主题，会聚全球顶尖院士、AI领域先驱及交叉学科领军学者，共同探索AI 驱动下的科研范式变革与技术创新路径。围绕医疗与生命健康、先进制造与新材料、机器人与智能控制三大产业 方向，分享前沿最新进展、探讨未来技术趋势。 谭铁牛在 ...

智通财经7月12日电，Meta收购语音AI初企企业PlayAI。 ...

Group 1 - The Shenzhen Stock Exchange announced a revision to the ChiNext Composite Index, introducing a monthly removal mechanism for stocks under risk warning and an ESG negative removal mechanism for stocks rated C or below [1] - The revision aims to enhance the quality of sample stocks without changing the index's positioning and operational characteristics, potentially attracting long-term capital inflows and providing investors with a more transparent investment tool [1] - After the revision, the ChiNext Composite Index will include 1,316 sample stocks, covering 95% of ChiNext listed companies and 98% of total market capitalization, with a focus on high-tech industries such as semiconductors, AI, innovative pharmaceuticals, and more [1] Group 2 - Following the announcement of the optimized ChiNext Composite Index, seven fund companies quickly submitted applications for related ETFs, including three companies for ChiNext ETFs and four for enhanced ChiNext ETFs [2] - The ChiNext Composite Index, launched in August 2010, has shown a cumulative increase of 197% and an annualized return of 7.6%, with a 10% increase this year, reflecting strong long-term performance and balanced industry distribution [2] - The Shenzhen Stock Exchange plans to continue enhancing the "Chuang" series of indices and related products, focusing on serving national strategic priorities and providing diverse investment options for medium to long-term capital allocation [2]

Group 1 - The State-owned Assets Supervision and Administration Commission (SASAC) emphasizes the role of central enterprises in building a modern industrial system and a new development pattern through technological innovation, industrial control, and security support [1][2] - Central enterprises are encouraged to accelerate investment in strategic emerging industries, with a projected investment of 2.7 trillion yuan in 2024, representing a year-on-year increase of 21.8% and surpassing 40% of total investment for the first time [2] - The revenue from strategic emerging industries is expected to exceed 1.1 trillion yuan, accounting for nearly 30% of total revenue [2] Group 2 - The SASAC plans to enhance the development mechanism for strategic emerging and future industries, allowing for loss exemption periods for enterprises or projects engaged in these sectors [3]

Group 1 - The company held its 16th meeting of the second board of directors on July 11, 2025, with all seven directors present, and the meeting was conducted in accordance with legal and regulatory requirements [2][4] - The board approved the proposal to abolish the supervisory board, transferring its powers to the audit committee of the board, and revised the company’s articles of association accordingly [3][5] - The board proposed to authorize the management to handle the necessary business registration related to the amendments to the articles of association [3][5] Group 2 - The board approved the proposal for the company to issue H-shares and list them on the Hong Kong Stock Exchange to enhance competitiveness and utilize international capital markets [8][11] - The specific plan for the H-share issuance includes listing on the main board of the Hong Kong Stock Exchange, with shares having a par value of RMB 1.00 [13][15] - The issuance will be conducted through public offerings in Hong Kong and international placements, with a maximum of 15% of the total share capital available for issuance [19][22] Group 3 - The board agreed on the use of proceeds from the H-share issuance for research and development of AI-related technologies, expanding product applications, and general corporate purposes [34][36] - The board proposed that the resolutions related to the H-share issuance will remain valid for 24 months from the date of approval by the shareholders' meeting [38][56] - The board approved the establishment of a confidentiality and archival management system related to the overseas issuance of securities [68][69] Group 4 - The company appointed Tianzhi Hong Kong Certified Public Accountants as the auditing firm for the H-share issuance and subsequent annual audits [70][73] - The board proposed to authorize the management to negotiate the audit fees with the appointed auditing firm [71]