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“人工智能湘军”崛起,长沙站上C位
Chang Sha Wan Bao· 2025-11-17 04:16
中联重科已成功研制多款人形机器人,全面覆盖工业作业多元需求。 党的二十届四中全会通过的《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》提出, 全面实施"人工智能+"行动,全方位赋能千行百业。近日,湖南正式印发《湖南省贯彻落实国务院"人工 智能+"行动的实施方案》(以下简称《实施方案》),并同步公布了全省"人工智能+"十大重点企业、 十大示范场景、十大未来场景、十大科技创新平台(首批)及十大支持措施。 在这份标志性名单中,长沙当仁不让成为"人工智能湘军"主阵地,其中湖南湘江新区表现抢眼,不仅包 揽十大重点企业中的7席,还在重点培养型企业中占据5席,展现出其在人工智能领域的领先实力和产业 集聚效应。从十年前的"互联网+"指导意见,到今年"人工智能+"上升为国家战略,长沙正从"万物互 联"迈入"万物智联"的产业新纪元。 构建"算力+平台+生态"支撑体系,打造AI创新高地 根据《实施方案》,湖南将大力培育"人工智能+"领域的研究型、应用型、创新型平台,并对新获批的 国家级平台给予连续三年资金支持。湘江新区作为长沙建设全球研发中心城市的核心区,平台承载优势 显著。 在企业技术突破方面,长沙亦成果频出。湘江新 ...
20cm速递|华为将发布突破技术,创业板人工智能ETF国泰(159388)盘中涨超2%
消息面,华为将在11月21日发布AI领域的突破性技术,有望解决算力资源利用效率的难题。具体 来看,华为即将发布AI领域的突破性技术,可将GPU(图形处理器)、NPU(神经网络处理器)等算 力资源的利用率,从行业平均的30%至40%提升至70%,显著释放算力硬件潜能。 注:如提及个股仅供参考,不代表投资建议。指数/基金短期涨跌幅及历史表现仅供分析参考,不 预示未来表现。市场观点随市场环境变化而变动,不构成任何投资建议或承诺。文中提及指数仅供参 考,不构成任何投资建议,也不构成对基金业绩的预测和保证。如需购买相关基金产品,请选择与风险 等级相匹配的产品。基金有风险,投资需谨慎。 (责任编辑:董萍萍 ) 国信证券表示,AI对互联网巨头广告业务场景、云计算场景和企业效率方面的作用依然明显,各 公司依然保持积极的投资力度,但市场开始逐渐增加关注巨额CAPEX背后的ROI表现。国内大厂的资本 开支压力远小于海外,且AI对其相关业务的带动同样明显,同时利润端预计多家龙头公司经营效率提 升明显。 【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提 ...
阿里巴巴AI千问公测首日因流量过载服务中断
Xin Lang Ke Ji· 2025-11-17 04:08
+86 V 下一步 支 淘 ( ⑦ 未注册手机号验证通过后将自动注册,已详读并同意 用户协议 和 隐私协议 6 YOHARAR 【#阿里巴巴千问崩了#:指令无响应,服务暂不可用】阿里巴巴新推出的AI应用"千问"公测首日即遭遇 流量洪峰,因用户涌入过载,部分服务出现拥堵和中断。据多名用户反馈及应用内提示内容,该应用在 今天官宣上线后不久便显示"入口拥堵"。部分用户称,在对话框输入指令后无法获得响应,服务暂时不 可用。 截至发稿,阿里方面并未回应@新浪科技 问询。消息面上,今日阿里巴巴宣布"千问"进军C端市场。据 悉,"千问"定位为与ChatGPT竞争的"个人AI助手",计划整合其电商、地图和本地生活等庞大生态系 统。(新浪科技) ...
阿里“闪电战”再发力,这次是千问APP
歸藏的AI工具箱· 2025-11-17 04:04
Core Insights - Alibaba's influence in the AI sector is significant, being one of the few companies capable of competing with Google and OpenAI in both model variety and capability [1] - The recently released Qwen3-Max model demonstrates strong capabilities, ranking just below the leading models from major overseas competitors, while the open-source Qwen3-235B is the top open-source model on Lmarena [1] - Alibaba has developed a comprehensive suite of AI models, covering a wide range of applications including video generation, translation, image editing, and more, positioning itself as a formidable competitor in the AI landscape [4][7] Model Performance and Popularity - Qwen models dominate the download rankings on Huggingface, with over half of the top ten models being Qwen variants, indicating their popularity and acceptance in the community [2] - The Qwen3-Max model scored 1432 in evaluations, showcasing its competitive edge against other proprietary models [2] Application Features - The newly launched Qwen-based Qianwen app serves as a primary entry point for users, integrating various AI capabilities to perform common tasks effectively [8] - The app offers a user-friendly design, allowing users to trigger functions using natural language, making it accessible to a broader audience [10] - Key features include image recognition, real-time translation, and comprehensive health report analysis, demonstrating the app's versatility [20][24][25] User Experience and Accessibility - The Qianwen app provides free access to its features, including video generation with a daily limit of 15 uses, making it appealing to everyday users [12][43] - Users can generate detailed reports and summaries from complex documents, enhancing the app's utility for personal and professional use [30][31] Community and Ecosystem Integration - Alibaba's ecosystem, including platforms like Taobao and DingTalk, enhances the potential for the Qwen models to be integrated into various applications, expanding their reach and functionality [8] - The app's design and functionality are tailored to meet user needs, with a focus on clarity and ease of use, which is crucial for attracting non-technical users [49]
蔚来、豪威集团等成立科技公司,含AI及集成电路业务
人民财讯11月17日电,企查查APP显示,近日,重庆创元智航科技有限公司成立,注册资本1亿元,经 营范围包含:集成电路设计;集成电路芯片设计及服务;集成电路芯片及产品销售;人工智能应用软件 开发;人工智能基础软件开发等。企查查股权穿透显示,该公司由蔚来汽车科技(安徽)有限公司全资子 公司安徽神玑技术有限公司、豪威集团(603501)等共同持股。 ...
OpenAI两起新诉讼曝光,大模型使用作品或要担责
21世纪经济报道· 2025-11-17 04:01
编辑丨肖潇 大模型"偷书"算不算"偷"?是贯穿生成式AI发展过程中的议题,近几年版权纠纷的熊熊战火足以说明其重要性。 本月,OpenAI分别在欧洲大陆和美国本土迎来两起诉讼,把这个问题又推向了新的高度: 一起是被称为欧洲首例生成式AI版权侵权案,据央视报道, 当地时间11月11日,德国慕尼黑第一地区法院裁定:OpenAI未经许可使用受著作 权保护的音乐歌词训练ChatGPT模型,已构成侵权。 记者丨王俊 图/德国慕尼黑法院就GEMA v. OpenAI案的判决书 另外一起则是已经缠斗两年的《纽约时报》诉OpenAI案,11月7日,纽约南区联邦法院法官Ona T. Wang发布最新命令,责令OpenAI向《纽 约时报》提交多达2000万条ChatGPT用户日志。 业内对这两起案件倾注了足够的关注,仔细翻阅法律文书,有很多高光点不容忽视: 1、推翻"合理使用" 此前的不少判决中,大模型训练被视为"合理使用",即在特定情况下,模型无需得到授权即可使用作品。但德国法院率先认定,AI模型"记 忆"与"输出"歌词均构成复制侵权,将AI"学习"定性为"偷书"。 技术祛魅,大模型训练数据的过程并不神秘 生成式AI的训练过程是 ...
核心观点:一、宏观经济组:-20251117
Macroeconomic Overview - In October, the industrial added value of large-scale enterprises in China grew by 4.9% year-on-year, a decrease of 0.6 percentage points from September, while the market expectation was 5.5% [4] - The cumulative year-on-year growth from January to October was 6.1%, down 0.1 percentage points from January to September [4] - The fixed asset investment year-on-year growth rate from January to October was -1.7%, marking the lowest level since June 2020, and significantly below the WIND expectation of -0.7% [4] - The retail sales of consumer goods in October nominally grew by 2.9%, continuing a decline for five consecutive months, and was lower than the WIND expectation of 2.7% [5] Industry Insights - Huawei is set to release a breakthrough technology in the AI field on November 21, which could increase the utilization rate of GPU and NPU resources from the industry average of 30%-40% to 70%, significantly enhancing hardware potential [9] - Ganfeng Lithium's chairman predicts that global lithium carbonate demand will reach 1.55 million tons in 2025, with supply capacity at over 1.7 million tons, indicating a potential price increase if demand grows beyond 30% in 2026 [10] - The sales of new energy heavy trucks in October reached 20,290 units, a year-on-year increase of 144%, indicating strong market demand [12] - The pet health products industry is expected to see increased demand due to the aging pet population, with a shift from preventive to essential health products as pet owners prioritize their pets' health [14] Market Strategy and Configuration - The SP500 index volatility increased by 3.9% last week, reflecting cautious market sentiment amid concerns over AI tech stocks and potential interest rate changes by the Federal Reserve [16] - The domestic market is experiencing a "high-low cut" sentiment, with consumer indices rising while high P/E indices fell, indicating a shift in market dynamics [16] Bond Market Analysis - The bond market experienced minor fluctuations last week, with short-term yields rising slightly due to unstable funding, while the overall economic data released was weak but within market expectations [18]
A股午评:三大指数震荡下跌创指跌0.8%,AI应用端逆势活跃!超2900股下跌,成交12782亿放量314亿;机构解读
Sou Hu Cai Jing· 2025-11-17 03:44
11月17日消息,市场早盘震荡调整,深成指、创指盘中一度翻红。板块方面,军工板块早盘强势, 10cm涨停;华为算力概念震荡走强,垒知集团、等多股涨停;AI应用端逆势活跃,、等多股涨停;下 跌方面,贵金属板块弱势震荡,招金黄金跌幅居前;创新药板块陷入回调,跌幅居前;光伏设备板块大 面积飘绿,弘元绿能领跌。总体来看,个股跌多涨少,下跌个股超2900只。 截至午间收盘,沪指报3973.31,跌0.43%;深成指报13169.37点,跌0.35%;创指报3086.67点,跌 0.80%。 盘面上,能源金属、兵装重组概念、华为欧拉板块涨幅居前,贵金属、生物制品、光伏设备板块跌幅居 前。 热点板块: 1、AI应用端 宣亚国际直线拉升20cm涨停,三六零、航天发展等多股涨停。 消息面上,11月17日,阿里巴巴正式宣布"千问"项目全力进军AI to C市场。目前,千问App公测版已在 各大应用商店上架,并同步提供网页和PC版。 2、华为算力概念 博睿数据20cm涨停,(维权)、直真、、垒知集团、等多股涨停。 消息面上,记者获悉,华为将在11月21日发布AI领域的突破性技术,是通过软件创新实现英伟达、昇 腾及其他三方算力的统一 ...
创50ETF(159681)盘中净申购4000万份,AI应用端盘中逆势活跃
Xin Lang Cai Jing· 2025-11-17 03:43
Group 1 - The ChiNext 50 Index (399673) shows mixed performance among its constituent stocks, with BlueFocus (300058) leading the gains at 13.84% [1] - The ChiNext 50 ETF (159681) has a latest price of 1.44 yuan, with a net subscription of 40 million units during the trading session [1] - The AI application sector remains active despite market pullbacks, with Alibaba officially announcing its "Qianwen" project to enter the AI to C market [1][2] Group 2 - Recent adjustments in the sector are influenced by overseas tech stock fluctuations and changes in market style, with a recommendation to gradually increase sector allocation [2] - Major domestic companies are accelerating AI application implementations, with Alibaba's "Qianwen" project aiming to compete with ChatGPT, Tencent planning to launch an AI assistant in WeChat, and ByteDance releasing the Doubao programming model [2] - The top ten weighted stocks in the ChiNext 50 Index as of October 31, 2025, include CATL (300750) and others, accounting for 70.15% of the index [3]
全新大脑知识平台推出
Huan Qiu Wang Zi Xun· 2025-11-17 03:42
过去,不同实验室使用不同物种、技术、术语对脑细胞进行分类,如同使用不同语言交流,严重阻碍了 合作与发现。如今,BKP充当起"通用翻译器"的角色,将全球多样化的研究数据整合成一张可搜索、可 导航的统一地图,为国际团队协作治疗阿尔茨海默病、帕金森病等脑部疾病提供了强大基础。 来源:科技日报 科技日报讯 (记者张梦然)全球神经科学家能否使用同一种"语言",即时共享他们的发现,共同破解 大脑的奥秘?据美国艾伦研究所官网最新消息,该所团队正将这一愿景变为现实,他们推出了一个旨在 彻底改变脑科学研究方式的开创性工具——全新大脑知识平台(BKP)。该平台运用人工智能(AI)技 术,首次将来自超过3400万个脑细胞的数据进行整合,并统一为标准化格式,打破了长期以来困扰该领 域的"数据孤岛"问题。 该平台由艾伦研究所主导,依托亚马逊网络服务构建的核心计算基础设施,并与谷歌合作开发神经科学 专用的人工智能模型。平台运用AI技术帮助科学家在海量数据中发现潜在模式和关联。例如,研究某 种与帕金森病相关细胞的科学家,可立即查看该细胞在健康大脑及其他疾病状态下的特征,AI将辅助 揭示差异,为新疗法提供线索。平台还集成了遗传工具目录,让科 ...