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经济学家刘煜辉:今年A股涨幅较大,到年末收官阶段止盈需求强烈!人生发财靠科创,明年春季布局看好国产算力链等四大方向
Sou Hu Cai Jing· 2025-11-07 06:08
Group 1 - The core viewpoint is that November and December are expected to be a period of declining market sentiment, with strong profit-taking demand as the A-share market has seen significant gains this year [1] - The market is likely to adjust in a "time for space" manner, presenting a pattern of oscillation with reduced trading volume, with an expected index pullback of around 200 to 300 points [1] - The probability of a "space for time" deep V adjustment is low unless an external event occurs, such as a critical accumulation of contradictions in the US AI bubble leading to a liquidity contraction [1] Group 2 - In terms of asset allocation, gold is considered an ideal long-term investment under the backdrop of the prolonged G2 competition, suitable for long-term holding [3] - Chinese core equity assets, such as stocks, are viewed as the most aggressive and dividend-rich investment opportunities in the context of the east rising and west declining trend [3] - For spring 2024, four key areas are highlighted for investment: domestic computing power chain, energy storage, circular economy, and materials industry, with expectations of significant breakthroughs and potential for substantial stock price increases [4]
工信部人才交流中心举办《人工智能赋能材料科学关键技术》高级研修班
国芯网· 2025-08-25 14:01
Core Viewpoint - The article emphasizes the importance of integrating artificial intelligence (AI) with materials science to foster innovation and develop interdisciplinary talent in the field [1][2]. Summary by Sections Workshop Content - The workshop will cover various topics including: 1. New paradigms in materials science driven by AI 2. AI's role in data acquisition, processing, and standardization in materials science 3. AI-assisted discovery and design of new materials 4. Predicting material structures and properties using AI 5. Applications of AI in material characterization and testing 6. Multi-scale high-throughput computing in materials science 7. Automation in materials science experiments and design through AI 8. Core principles of AI-enabled materials science technologies 9. Applications and practices of machine learning in materials science 10. Case studies of deep learning applications in materials science 11. Applications of reinforcement learning in key materials science technologies 12. Neuromorphic and brain-like computing applications in materials science 13. AI technologies supporting intelligent manufacturing and industrialization of materials 14. Analysis of outstanding achievements in materials science enabled by AI [3][4]. Participants - The workshop is aimed at professionals from enterprises, research institutes, and universities engaged in materials science, as well as individuals interested in the field [5]. Schedule and Location - The fourth session is scheduled from September 11 to 14, 2025, in Guangzhou, with online participation available [6]. Fees and Registration - The fee for participation is 4,980 yuan per person, covering expert fees, venue, meals, materials, and teaching services. Accommodation is not included and must be arranged individually [7]. - Participants must submit a recent 2-inch photo during registration, and those who meet the criteria will receive a professional certificate from the Ministry of Industry and Information Technology [10].
人工智能为材料工业带来战略机遇
Jing Ji Wang· 2025-07-01 04:48
Core Insights - The materials industry is at a critical historical juncture, requiring a transformation to leverage AI technology for overcoming development bottlenecks and advancing from a materials power to a materials stronghold [1][3]. Group 1: AI-Driven Material Innovation - AI is enhancing material innovation by enabling rapid iteration, atomic-level manufacturing, and breakthroughs in high-stability materials for extreme environments [3][4]. - Emerging industries such as new energy and robotics are creating new demands for high-end materials, including advanced polyolefins and biodegradable materials [3][4]. - Material innovation is pivotal in the intersection of AI and the new technological revolution, with China positioned to transition from "catching up" to "leading" in this field [3][4]. Group 2: Industrial Paradigm Shift - AI is driving a systemic reconstruction of industrial development paradigms, particularly in the materials sector, through three dimensions: technological innovation, production manufacturing, and organizational management [4][5]. - The shift from traditional experience-based R&D to AI-driven digital and intelligent processes significantly enhances efficiency and precision in material design and testing [4][5]. - AI facilitates real-time global optimization in manufacturing, transforming production models from discrete to continuous and proactive [5]. Group 3: New Research Paradigms in Material Science - The materials science research paradigm is undergoing a fourth transformation, evolving from experience-driven to data and AI-driven approaches [6][8]. - Global practices demonstrate the disruptive value of AI in material research, with significant advancements in predicting new materials and optimizing existing ones [6][8]. Group 4: Empowering New Material Production and Applications - AI is transitioning the new materials industry from single-segment optimization to collaborative lifecycle applications, addressing core pain points in production and management [8][9]. - The materials industry is expected to see three major trends: reduced R&D costs, intelligent manufacturing, and the emergence of a digital twin ecosystem [8][9]. Group 5: Systematic Implementation Pathways - To harness AI's strategic value, a systematic implementation pathway is necessary, including data governance, high-quality data set construction, and a national materials data space [10][11]. - Establishing a layered AI model system and enhancing AI literacy among industry professionals are crucial for supporting the intelligent transformation of the materials sector [10][11]. Group 6: Future Outlook - The materials industry in China is poised for a revolutionary era of innovation driven by AI, with significant reductions in R&D cycles and production costs, ultimately supporting the nation's goals of becoming a manufacturing and technological powerhouse [12].