本报讯 （记者谢岚）近日，2025年世界互联网大会乌镇峰会落幕，作为峰会重要环节的"互联网之 光"博览会以"AI共生、智启未来"为主题，汇聚了全球54个国家和地区的670家企业与机构，集中展示人 工智能技术赋能实体经济的创新成果。 对于实时交互性强、高并发访问更集中等业务场景，如在线教育、互动娱乐，公有云部署虽便捷、初始 成本低，但其网络延迟和服务稳定性难以满足用户及时响应和稳定扩容的严苛要求。对于数据敏感型行 业如：金融、医疗、政务，由于其严格的数据隐私和合规监管要求，往往倾向于采用私有化部署，却面 临高昂的GPU硬件投入和专业技术团队建设成本。由此可见，AI规模化落地的核心瓶颈，实质上是在 响应速度、数据安全、实施成本与地理覆盖这几个关键维度之间寻求平衡的难题。市场迫切需要一种能 够灵活适应不同业务场景需求的柔性化部署方案。 与往年相比，本届展会的一个显著变化是，焦点正从大模型本身的性能竞赛，转向AI如何在实际业务 中安全、经济、高效地实现规模化落地。这一转变标志着AI产业正从技术探索期步入商业化应用的"深 水区"。 AI应用规模化落地将带来新的技术挑战 当下，金融服务、智慧交通、智慧零售、个性化教育、娱 ...

这一模式构建了企业、平台与地方产业三方共赢的格局。一脉云数从"租户"升级为"合伙人"，不仅降低 了固定成本，还通过股权纽带获得了技术支持、产业链资源与场景机会。对智算云腾而言，这意味着 从"算力房东"向"产业合伙人"的战略转型，既能分享企业成长红利，又能促进区域AI产业集聚。对成都 AI产业而言，"云腾方案"成为展现城市创新能力的"磁石"，强化了成都作为"人工智能产业新高地"的标 签。 智算云腾负责人表示，该方案已完成产品化打磨，将面向更多高成长性AI企业开放，并希望推动建 立"算力资本化"的行业标准，构建开放共赢的AI产业新生态。 通讯员 刘小莉 记者 粟新林 供图 郫都融媒 责任编辑 罗皓 编辑 王淇 审核 张渝 在AI技术快速发展的当下，算力已成为核心生产要素。然而，高昂的算力租赁成本严重制约了初创企 业的成长。智算云腾负责人指出，传统模式下企业需持续支付算力费用，挤占了研发与市场资源，这正 是推出"算力入股"模式的动因。 "云腾方案"的创新在于将算力从"服务成本"重新定义为"战略资本"。合作中，智算云腾根据一脉云数的 研发需求评估算力价值，并将其转化为股权注入企业。此举改变了"付费租算力"的单向模式， ...

Group 1: Computing Power Dynamics - The rental prices for computing power remain stable, with Tencent Cloud pricing at 5.73 RMB/hour for A100-40G configuration and Alibaba Cloud at 31.58 RMB/hour for a similar setup [14][16]. - Sina Weibo's AI team has open-sourced the VibeThinker-1.5B model, which has 1.5 billion parameters and a training cost of less than $8,000, achieving significant performance in logical reasoning tasks [15][28]. Group 2: AI Application Dynamics - Kimi's weekly traffic increased by 39.84%, making it the fastest-growing AI application in terms of user engagement [29][30]. - OpenAI's release of the GPT-5.1 series marks a significant advancement in human-computer interaction, with improvements in user experience and naturalness of dialogue [31][32]. Group 3: AI Financing Trends - AI code editor Cursor completed a $2.3 billion Series D funding round, achieving a valuation of $29.3 billion, driven by its innovative CursorXComposer dual-engine architecture [46][48]. Group 4: Investment Recommendations - Tencent reported a total revenue of 192.87 billion RMB for Q3 2025, a 15% year-on-year increase, with significant growth in its financial technology and enterprise services segments [58]. - Companies to watch include Yida Information (001314.SZ), Weike Technology (301196.SZ), and Nengke Technology (603859.SH), all showing strong growth potential in their respective fields [59][60].

Core Insights - Alibaba has officially launched the AI to C project "Qianwen" on November 17, transitioning from its previous version "Tongyi," indicating a strategic shift in its AI business focus [1][4][7] - The Chinese large model industry is evolving from a "technology frenzy" to "scene cultivation," with user scales of native AI apps beginning to stratify [1][10] - The Qianwen app aims to leverage Alibaba's ecosystem to compete in the AI market, raising questions about its potential success against established competitors [1][11] Group 1: Product Launch and Features - The Qianwen app is now in public beta, available on both web and PC platforms, with an international version expected soon [4] - The app's ranking on the Apple App Store has improved significantly, moving to third place in the free efficiency category and ninth overall since its launch [4][5] - Qianwen's download estimates rose from approximately 12,700 on November 12 to about 34,800 by November 16, indicating strong initial interest [5] Group 2: Strategic Adjustments - The transition from "Tongyi" to "Qianwen" reflects internal adjustments within Alibaba, with the AI application being split from Alibaba Cloud and integrated into the Alibaba Intelligent Information Business Group [7][8] - The management's focus on AI business segmentation is evident, aligning with the broader strategy of prioritizing user experience and AI-driven solutions [8][9] Group 3: Market Position and Competition - According to Frost & Sullivan, Alibaba's Tongyi accounted for 17.7% of the enterprise-level large model market in China, leading the sector [10] - The Qwen series models have achieved over 600 million downloads globally, with the latest flagship model Qwen3-Max outperforming competitors like GPT-5 and Claude Opus 4 [10] - The current user base for native AI apps in China is 729 million, with Qianwen's user scale at 28.7 million, indicating a competitive landscape where it must catch up to leading apps like Doubao and DeepSeek [10][11]

Group 1 - China's Chang'e 6 mission has discovered micron-sized hematite (α-Fe2O3) and magnetite (γ-Fe2O3) crystals from lunar samples, marking a significant breakthrough in lunar science research [1][3] - The research indicates that large impact events can create a transient high oxygen fugacity environment, leading to the oxidation of iron sulfide (FeS) and the formation of hematite and magnetite, challenging the traditional view of the Moon's lack of oxidation [3] Group 2 - China Telecom has achieved a milestone by completing the world's first quantum-classical hollow-core fiber transmission experiment over a distance of 101.6 kilometers, showcasing advanced technology in quantum communication [4] - The experiment utilized innovative spectrum coordination and crosstalk suppression techniques, achieving a stable transmission capacity of 37.6 Tbps and a key rate of 5 kbps, positioning China Telecom as a leader in this field [4] Group 3 - Elon Musk aims to launch 100 gigawatts of solar-powered AI satellites annually, which he believes could be the most cost-effective way to power large-scale AI operations [5] - Musk emphasized the importance of collaboration with TSMC and Samsung for AI chip manufacturing, expressing concerns about the lengthy timeline for new wafer fabrication plants [5] Group 4 - Blue Origin successfully completed the second flight of its New Glenn rocket, achieving a vertical landing of the booster on a recovery ship, and is evaluating whether to reuse the booster for future flights [6][8] - The company plans to launch the "Blue Moon" MK1 lunar lander in its next mission, with a goal to produce 20 second stages annually by 2026 [8] Group 5 - SES has signed a contract with Infinite Orbits to become the first commercial customer for its "Endurance" satellite servicing vehicle, aimed at extending the lifespan of geostationary satellites [11] - SES is developing a comprehensive satellite servicing system that includes robotic docking and propulsion upgrades, setting a new standard for GEO fleet management [11] Group 6 - Sierra Space's "Dream Chaser" spaceplane has completed critical electromagnetic interference tests, confirming its systems will not interfere with its rocket or itself [12][14] - The company plans to focus on national security applications for the Dream Chaser, which was originally developed for cargo missions to the International Space Station [14] Group 7 - Virgin Galactic confirmed its new generation Delta suborbital spaceplane is on track for test flights in Q3 2026, with commercial flights expected to begin shortly thereafter [16] - The company plans to resume ticket sales in 2026, with prices expected to increase from the previous $600,000 [16] Group 8 - OHB expressed concerns over the necessity of a joint venture among competitors in the European aerospace sector, questioning its impact on market opportunities [19] - OHB anticipates significant growth in European government space spending, including a planned investment of €35 billion in military space systems over the next five years [19] Group 9 - Canadian company SBQuantum has secured an €800,000 contract from the European Space Agency to develop a quantum diamond magnetometer, enhancing Earth observation capabilities [20][22] - The instrument aims to provide superior sensitivity for monitoring ecological changes, leveraging advanced laser and microwave technology [20] Group 10 - A bipartisan group of Maryland Congress members has raised concerns about NASA's plans to close facilities at the Goddard Space Flight Center, fearing it may weaken research capabilities [23][25] - NASA has defended its consolidation plan, stating it will save operational costs while maintaining mission support [25] Group 11 - Yushu Technology has completed its IPO counseling and plans to apply for an initial public offering in China [27] - The company is backed by its controlling shareholder, Wang Xingxing, who holds a significant portion of its equity [27] Group 12 - Alibaba's AI application "Tongyi" has undergone a major rebranding, now named "Qianwen," and has launched with enhanced features aimed at competing with top AI applications globally [27][28] Group 13 - Google's new model for transcribing ancient texts has achieved a core error rate of only 0.56%, demonstrating high accuracy comparable to expert transcribers [29] - The model showcases strong adaptability and contextual reasoning capabilities, enhancing its performance in complex transcription tasks [29]

中新网北京11月17日电 (记者陈杭)北京市人工智能协会(筹)发起成立、中关村原生引擎(北京)科技有限 公司发起成立、首批"中关村人工智能企业出海服务港"揭牌……15日至17日，2025人工智能+大会在北 京举办。 据悉，中关村发展集团携手海淀区、中关村学院，共同发起设立中关村原生引擎，承担全国高校人工智 能区域技术转移转化中心运营工作。 大会由国家高新区人工智能产业协同创新网络、中央广播电视总台《赢在AI+》节目组、清华大学可持 续社会价值研究院、中国人民大学交叉科学研究院、赛迪研究院人工智能研究中心、中关村发展集团等 联合主办。 北京市人工智能协会(筹)发起设立 大会期间，北京市人工智能协会(筹)发起设立。该协会在北京市科委、中关村管委会的指导下，由中关 村发展集团、中关村科学城公司、智谱华章主要发起，联合北京移动、智源研究院、小米、360等理事 会成员，以及量子院、广联达、百川智能、摩尔线程等30家创始会员、141家意向单位共同组建。 据悉，该协会将承担政府决策"智囊团"、产业发展"助推器"、企业成长"服务商"的角色，围绕政策研究 与决策支撑、标准制定与行业治理、场景驱动与产业对接、人才培养与生态构建、 ...

高强度招聘 AI 人才的同时，字节 Seed 的核心研究者也在外流。 文 丨 陈佳惠 编辑 丨 贺乾明 2023 年中，字节从 AI Lab、AML、搜索团队等部门抽调人手组建 Seed （豆包大模型）团队，Seed 不属于字节原有业务体系内任何一个部门，负责人向 CEO 梁汝波和创始人张一鸣汇报。 字节已经是十几万人的超大公司，有复杂的架构和内部关系。 且字节投入大模型研究也较晚，Seed 脱离各营收部门，直接向创始人汇报的独立团队更容易摆脱 部门政治 ，可以提高研究效率，尽快训 练出行业第一梯队的大模型。 我们多方获悉，字节 Seed 大语言模型团队核心成员乔思远近期离职，加入 Meta。 乔思远本科毕业于上海交通大学，2021 年从约翰·霍普金斯大学博士毕业后加入 Google，先后 在 Google Brain、Google DeepMind 团队从事 AI 研究工作。2025 年初，Google DeepMind 研 究副总裁吴永辉加入字节负责 Seed 团队，乔思远一同加入字节。 此外，Seed 视觉模型研究团队核心成员蒋路、田值在今年中离职，其中蒋路加入苹果。蒋路 2024 年 2 月加入字节， ...

Core Viewpoint - Samsung Electronics has decided to initiate the construction of the fifth production line at the Pyeongtaek plant to meet the increasing long-term demand for storage chips driven by the surge in global AI infrastructure investment [1] Group 1: Investment and Expansion Plans - The fifth factory is expected to be operational by 2028 [1] - Samsung Group plans to increase investments in local cities to promote regional balanced development [1] - Samsung SDS aims to establish a large-scale AI data center in South Jeolla Province, targeting to secure 15,000 GPUs by 2028 [1] Group 2: Production and Manufacturing Developments - Samsung Electronics is considering establishing a domestic production line for the recently acquired German HVAC company Fläkt Group in Gwangju [1] - Samsung SDI is contemplating building a next-generation battery production base in Ulsan [1] - Samsung Display is constructing an 8.6-generation OLED production line in the Asan plant in South Chungcheong Province, with mass production expected to start in mid-next year [1]

（文章来源：证券日报） 证券日报网讯 11月17日晚间，格灵深瞳发布公告称，公司不存在对控股股东和实际控制人及其关联人 提供的担保，亦不存在逾期担保。 ...

人工智能的采用率正在上升，但信任仍是一个关键挑战。 全球四大会计师事务所之一的毕马威(KPMG)发布的最新数据显示，相较于2022年ChatGPT发布前，如 今AI(人工智能)普及率已经显著提升，但忧虑情绪也随之上升，全球仅46%受访者愿意信任AI系统。 许多先进的人工智能模型被视为"黑箱"，即便是开发者也难以完全理解其决策逻辑。面对这种透明度缺 失的情况，人们应如何建立对人工智能系统的信任？近日，《每日经济新闻》记者(以下简称NBD)专访 了香港金融科技周筹办商Finoverse首席执行官Anthony Sar。 NBD：许多先进的人工智能模型被视为"黑箱"，面对这种透明度缺失的情况，人们应如何建立对人工智 能系统的信任？ Anthony Sar：大型语言模型的透明度仍未完全实现，即便对其创造者而言亦是如此。如今，人工智能 不仅能预测文字，还能理解概念——这既赋予了它强大的能力，也带来了相应风险。 NBD：当人工智能系统出现严重错误(例如自动驾驶汽车引发事故、医疗人工智能给出误诊)时，该由谁 为这一错误负责？ Anthony Sar：人工智能出现严重错误，其责任应由多方共同承担。就像交通安全依赖于司机、行人 ...