2024 年 8 月，Transformer 论文作者之一 Llion Jones 创立的 Sakana AI 推出全球首位「AI 科学家」，可自主提出研究问题、设计实验并撰写论文，引发全 球科研界震动。从自动化实验到自主发现，AI 正从科研助手跃升为「共同研究者」。当 AI 走进实验室，科学的未来将被如何改写？ 2024 年 8 月，由 Transformer 论文作者之一 Llion Jones 创立的 Sakana AI 公司宣布推出全球首位「AI 科学家（AI Scientist）」，通过自主生成研究想法、 设计实验、编写代码、执行实验乃至撰写论文，并借助「AI 审稿人」对结果进行评审与改进，形成了完整闭环的科研生态系统。今年 3 月，该系统产出 的一篇计算机科学论文通过了 ICLR 2025 研讨会的双盲评审；同期，Autoscience 研究所也表示其 AI 系统 Carl 撰写的论文也被 ICLR 的 Tiny Papers 赛道 接收。 从某种程度上看，这些 AI 科学家已经走出实验室，正在一步一步攀向与人类研究人员比肩的高度。 然而，当 AI 将瞄准镜指向科学发现时，对人类而言或是喜忧参半— ...

9.11和9.9谁更大？ 去年，这道小学生难度的数学题难倒了一众海内外AI大模型。当时第一财经记者测试了12个大模型，其中阿里通义千问、百度文心一言、Minimax和腾讯 元宝答对了，但ChatGPT-4o、豆包、kimi都错了，错法各有不同。 今日，当第一财经记者提问阿里巴巴最新公测的千问APP："数字9.9和9.11谁大？"时，这次千问却答错了，称："9.11更大"。 有意思的是，在随后的问题拆解中，千问称这是一个常见的思维陷阱，又经过分析后给出了9.9大于9.11的结论。 此前有AI技术从业人士对第一财经记者表示，大模型本质上还是一个语言模型，它从语言数据中学习的是统计相关性，而这使它不擅长做规则学习，从 而不擅长归纳推理。 尽管在常识性问题上出现失误，但在技术积累、生态布局和全球拓展方面，包括阿里巴巴的Qwen模型等在内的中国大模型已具备不容忽视的全球竞争 力。截至目前，Qwen系列模型的全球下载量已突破6亿次。 不久前，爱彼迎CEO Brian Chesky曾表态称公司已经很大程度上依赖阿里巴巴的Qwen模型，它非常好，速度也很快，而且很便宜，"我们也会用OpenAI的 最新模型，但在实际生产中通常 ...

蒂尔是金融科技巨头 Paypal和国防AI公司Palantir的联合创始人，在投资领域也成绩斐然，不仅创立了 Founders Fund 等知名投资基金，还精准押注众多明星企业，比如早期投资 Facebook并获得巨额回报， 有着 "硅谷风投教父" 的称号。 （原标题：英伟达遭"硅谷风投教父"清仓 此前已被软银、桥水大幅抛售） 据智通财经报道，继日本首富、软银孙正义后，又一亿万富翁出手，清仓了AI领域的核心龙头股—— 英伟达。 周末披露的文件显示，亿万富翁彼得·蒂尔（Peter Thiel）已经出售了其对英伟达（Nvidia）的全部持 股。 蒂尔创立的蒂尔宏观基金（Thiel Macro Fund）提交的13F文件显示，蒂尔在7月至9月期间出售了约 537742股英伟达股票（占其投资组合的近40%），截至9月30日，他已不再持有英伟达任何股份。 相关测算显示，基于英伟达7月至9月期间的平均股价，此次出售股份的价值接近1亿美元。 ...

2025"人工智能+"大会举行，以场景驱动点燃新质生产力 中新网北京11月17日电 (记者 夏宾)11月15日至17日，以"AI下一个十年：场景驱动×新质引擎"为主题的 2025"人工智能+"大会在北京中关村国际创新中心举行。众多行业专家、头部企业和创业者、投资人代 表出席，共绘"人工智能+"未来发展新图景。 本次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 团联合主办。 来源：中国新闻网 编辑：熊思怡 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 大会发布的《AI中国方案》，结合智慧能源、智能装备、空间智能等领域的产业实践案例，生动展现 了"以场景需求驱动技术创新，以技术创新反哺产业升级"的特色路径。《智启新未来："人工智能+"发 展五大趋势洞察》提出，全球人工智能发展开始进入技术加速进化、能力集中涌现、应用加快普及、创 新群体突破交织叠加的时期。 圆桌对话环节进一步深化了技术趋势的探讨。来自智谱华章、面壁智能、范式联合、阶跃星辰、星海 图、思必驰、 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The report highlights six main lines of new productive forces, emphasizing the importance of innovation and advanced technologies in enhancing combat capabilities and operational efficiency [3][6][8] - It anticipates that 2026 will be a pivotal year for the mass production of humanoid robots and the practical implementation of Level 3 autonomous driving [3][43] - The commercial space sector is identified as a strategic emerging industry with significant growth potential, driven by technological advancements and policy support [24][32] Summary by Relevant Sections New Quality Combat Power - New quality combat power is characterized by innovation-driven advancements, moving away from traditional methods of enhancing combat capabilities [6][8] - Key features include the integration of emerging technologies such as AI, big data, and quantum information into military applications [7][8] Unmanned Equipment - Unmanned combat equipment is seen as a core component of new quality combat power, utilizing AI and advanced manufacturing technologies for various military tasks [15][19] - The report predicts that 2026 will be a critical year for the large-scale application of unmanned equipment, driven by new procurement paradigms and practical experiences from recent conflicts [19][20] Commercial Space - The commercial space industry is projected to experience rapid growth, with the global satellite industry revenue reaching approximately $285.3 billion in 2023, reflecting a significant increase [32][31] - The report emphasizes the role of policy support and technological breakthroughs in accelerating the development of the commercial space sector [32] Controlled Nuclear Fusion - Controlled nuclear fusion is highlighted as a key pathway for achieving clean and nearly limitless energy, with the potential to reshape global energy dynamics [35][38] - The report identifies 2026 as a crucial year for the development of controlled nuclear fusion, with multiple international projects reaching significant milestones [38] Intelligent Driving - The report forecasts that the market for Level 3 autonomous driving will exceed 50 billion yuan in 2025, with a long-term potential nearing 300 billion yuan [43] - It notes that 2026 is expected to be the year when Level 3 autonomous driving becomes commercially viable, supported by regulatory advancements [43][46]

Core Insights - The article discusses the performance of various AI models, particularly focusing on Alibaba's Qwen model, in answering a simple mathematical question about the comparison between 9.9 and 9.11, highlighting the challenges AI faces in common-sense reasoning [1][9][10]. Group 1: AI Model Performance - Alibaba's Qwen model initially answered incorrectly that 9.11 is greater than 9.9, but later corrected itself after a breakdown of the reasoning process [1][9]. - Other prominent AI models, including ChatGPT-4o and Google's Gemini Advanced, also failed to answer the question correctly, indicating a broader issue in AI's handling of basic arithmetic and common-sense reasoning [10][11]. Group 2: Self-Correction and Learning - The Qwen model demonstrated self-correction capabilities by analyzing its initial mistake and providing the correct answer upon further questioning [9][10]. - The initial error was attributed to a mismatch between the reasoning process and the final conclusion, as well as cognitive biases related to the numerical representation of 9.11 [9]. Group 3: Market Position and Strategy - Alibaba is positioning the Qwen model as a competitive alternative to ChatGPT in the global market, with plans to integrate it into various consumer applications such as maps, food delivery, and shopping [11]. - The Qwen series has achieved significant global traction, with over 600 million downloads, showcasing its growing influence and competitiveness in the AI landscape [10][11].

一、行情回顾 市场全天震荡调整，三大指数小幅下跌。福建本地股再度大涨，海峡创新、平潭发展等20余股涨停。锂电板块逆势走强，中矿资源、融捷股份等封板。AI 应用方向表现活跃，三六零、宣亚国际等涨停。军工板块盘中拉升，江龙船艇、航天发展等封板。下跌方面，医药股集体调整，硕世生物跌超10%。个股涨 跌互现，今日成交1.93万亿。 二、当日热点 1.福建自贸 锂电池概念今日继续活跃，孚日股份8连板，大中矿业、永太科技、盛新锂能等多股涨停。 行情数据显示，碳酸锂期货今日涨停。 在第十届动力电池应用国际峰会（CBIS2025）上，赣锋锂业董事长预测"如果2026年碳酸锂需求增速超过30%，甚至达到40%，短期内供应无法平衡，价格 可能会突破15万元/吨甚至20万元/吨。"储能产业爆发和新能源车高景气度成需求新引擎。 福建自贸板块今日继续爆发，平潭发展一字涨停，三木集团7连板，九牧王4连板，海峡创新、厦工股份等继续涨停。 | 股票名称 | | 最新价 = | 涨跌幅 = | 涨停时间 = | 换手率 = | 流通市值 = | | | --- | --- | --- | --- | --- | --- | --- | --- ...

上周，来自 Anthropic 的研究人员表示，他们最近观察到"首个由 AI 协同操作的网络攻击行动"，在一次针对数十个目标的攻击活动中，他们检测到有黑客 使用该公司的 Claude AI 工具参与行动。不过，外部研究人员对 Anthropic 这一发现的评价要谨慎得多。 Anthropic 于上周四发布了两份报告称，早在 9 月份，Anthropic 发现了一场"高度复杂的攻击活动"，该组织使用 Claude Code 自动化完成多达 90% 的工 作。人类只需在少量关键节点干预，"每个黑客行动中仅有约 4–6 次关键决策点"。Anthropic 表示，这些黑客利用 AI Agent 化能力的程度达到了"前所未 有"的水平。 但 Anthropic 表示："这次行动对 AI Agent 时代的网络安全具有重大启示意义，这些系统可以在长时间内自主运行，并在较少人类参与的情况下完成复杂 任务。Agent 对日常工作和生产力非常有价值，但在错误的人手中，它们能够显著提升大规模网络攻击的可行性。" "说实话，整篇文章给我的感觉就像是'Claude 太厉害了，黑客都用它'之类的营销噱头。"有海外网友表示，"这让我想起 ...

（记者 王晓波） 云从科技（688327.SH）11月17日在投资者互动平台表示，公司通过全资子公司广州云从持有众数信科 32.21%的股权。公司与众数信科主营业务不存在同业竞争关系，而是具备明确的战略协同与生态互 补。云从科技的核心业务是提供高效人机协同操作系统和行业解决方案，聚焦于智慧金融、智慧治理等 核心领域。公司的CWOS作为底层技术平台和操作系统，具备全面的感知、认知和决策技术能力，通过 平台化、标准化和模块化的方式，提供了底层AI能力支撑和高效的开发环境。众数信科作为重要的生 态合作伙伴，其定位是企业AI智能体解决方案提供商，利用公司的平台技术，专注于为船舶海洋、智 慧水务、教育等特定垂直行业和长尾市场提供定制化的AI智能体产品及解决方案。这种"平台+应用"的 合作模式，是公司核心技术的有力延伸与商业化落地，双方业务领域差异化显著，不构成实质性竞争。 每经AI快讯，有投资者在投资者互动平台提问：众数信科列为种子独角兽企业和重点上市后备企业， 公司参股比例是多少？上市后会否存在同业竞争？ ...

Computer Industry - Alibaba launched the "Qianwen" app, entering the C-end AI assistant market, aiming to build an intelligent platform and expand globally, creating a technology and commercialization loop [2] - The AI ETF on the STAR Market (588760) has seen a net inflow of 530 million yuan over the last 10 trading days, indicating strong interest in the AI sector [2] - The cloud computing ETF (159527) has increased over 108% year-to-date, reflecting growth in China's cloud computing and big data industries [2] Defense and Military Industry - The defense and military sector reported a total net profit of 24.453 billion yuan for the first three quarters, a year-on-year increase of 17.29% [3] - The third quarter alone saw a net profit of 8.927 billion yuan, a significant year-on-year growth of 73.2%, driven by improved downstream demand and increased product deliveries [3] - The military industry is expected to enter a new growth cycle, supported by new equipment construction and accelerated military trade [3] Coal Industry - The coal sector is experiencing investment opportunities due to tightening supply and increasing demand, with thermal coal prices rising from 621 yuan/ton to 699 yuan/ton in the third quarter [4] - The upcoming winter heating season is expected to boost coal demand, particularly as electricity consumption rises [4] - The energy ETF (159945) that tracks the CSI All-Share Energy Index is highlighted as a potential investment opportunity [4] Hong Kong Innovative Drug Sector - The innovative drug sector in Hong Kong is in a rapid sales growth phase, with significant product approvals and inclusion in medical insurance driving revenue [5] - The largest innovative drug ETF in Hong Kong (513120) has a current scale of 25.988 billion yuan, indicating strong market interest [5] Hang Seng Technology Index - The Hang Seng Technology Index is viewed positively, with recommendations to focus on platform-based internet companies and AI ecosystem enterprises [6] - The Hang Seng Technology ETF (513380) has seen a net inflow of 1.357 billion yuan over the last 20 trading days, reflecting strong investor interest [6] Real Estate Market - The secondary real estate market is expected to continue improving, with a 4.7% year-on-year increase in transaction area for second-hand homes from January to October [9] - Major cities like Shanghai and Shenzhen have seen over 10% growth in second-hand home transactions, indicating a recovery in the real estate sector [9]