作者 ｜ InfoQ InfoQ 2025 中国技术力量年度榜单评选报名 即将截止 。 11 月 30 日 是"2025 中国技术力量年度榜单"的最后报名日期，现在仅剩一天。 今年是 InfoQ 连续进行榜单评选的第五年，每年基本都能收到来自 100 余家 企业的案例申报。 本次参评企业阵容强大，既包括阿里、腾讯、京东、百度、字节跳动、网易、科大讯飞、蚂蚁科 技、神州数码、商汤科技等行业巨头，也有昆仑万维、博查科技、无问芯穹、小影科技等创新代 表积极加盟，共同见证 AI 产业创新力量的崛起。 本次榜单以 "洞察 AI 变革，见证智能未来" 为主题，围绕 AI 基础设施、工程与部署、智能体生 产力、行业应用、数据智能、AI Coding、具身智能与开源等 八大方向 ，全面展现 AI 在技术突 破与产业落地上的新成果。 具体包括 八大榜单类别 ： 2025 年度 AI 基础设施卓越奖 TOP20 2025 年度 AI 工程与部署卓越奖 TOP20 "人工智能 +"行业最佳解决 / 落地方案 TOP20 AI Agent 最具生产力产品 / 应用 / 平台 TOP15 Data & AI 最具价值产品 / 平台 T ...

转自：南宁发布 此次大会通过主题报告、专题演讲、企业恳谈会、实地考察等活动，全方位展现南宁智算产业发展基础 与潜力，让与会嘉宾感受到南宁人工智能产业的发展活力与合作诚意。清晰的政策导向、优越的区位条 件与完善的产业配套，激发了企业代表的强烈合作意愿。 "我们看中了南宁这片发展的热土，将企业的技术优势与南宁的区位、政策优势相结合，助力本地制造 业企业'用好数据、用对数据'，在'家门口'就能享受到最前沿的数字化红利。"北京新材道数智科技有限 公司董事长、总经理赵旭表示，该公司核心业务是通过数据赋能制造业升级，协助企业积累工艺参数与 性能数据，联通产业链上下游，希望以南宁为重要窗口，将先进的工业数据解决方案与东盟国家的制造 业需求精准对接。 作为国内通用GPU（图形处理器）行业领域领军企业，北京天数智芯半导体科技有限公司将目光投向南 宁。"计划以南宁为核心支点拓展东盟市场，在核心产品供给、智算技术服务、生态与人才共建等方面 全面布局。"公司总经理郭为表示，企业计划借助跨境算力适配优势，支撑南宁向东盟输出智算服务， 同时通过产学研合作定向培养专业人才，夯实南宁智算创新与产业发展根基。 开元云（北京）科技有限公司创始人 ...

AI前沿每周关键词Top50 （1124-1128） 每周50关键词 把握全局AI动态 | | | 点击 关键词 可查看资讯概述 👇 | | --- | --- | --- | | 类别 | Top关键词 | 主体 | | 算力 | TPU v7 | 谷歌 | | 算力 | Flex.ai容器技术 | 华为 | | 模型 | DeepSeek-Math-V2 | DeepSeek | | 模型 | Grok 5战书 | 马斯克 | | 模型 | Claude Opus 4.5 | Anthropic | | 模型 | HunyuanOCR | 腾讯 | | 模型 | 嵌套学习 | 谷 歌 | | 模型 | Shallotpeat | OpenAI | | 模型 | Nano Banana Pro实测 | 谷歌 | | 应用 | 双Agent架构 | Anthropic | | 应用 | 华纳合作 | Suno | | 应用 | Z-Image | 阿里 | | 应用 | 语音模式整合 | OpenAI | | 应用 | App Directory | OpenAI | | 应用 | FLUX.2 | 黑森林实 ...

11月28日，据券商中国记者获悉，在首批科创创业人工智能ETF发行首日，永赢中证科创创业人工智能 ETF认购规模超过9亿元，接近首次募集规模上限10亿元。11月28日晚，永赢基金公告，该基金将提前 结束募集。 年内，在人工智能投资浪潮下，相关板块中接连涌现出多只涨幅亮眼的股票，因此本次ETF的推出显得 恰逢其时。 从成份股来看，中证科创创业人工智能指数前五大权重股为新易盛、中际旭创、寒武纪、澜起科技、金 山办公，合计占比达58%，集中度较高，聚焦AI产业链核心环节。指数剔除了一些主板上市、没有在本 轮大模型产业趋势中获得市场认可的公司，通过"剔差"提升业绩表现。 "这个指数一键打包科创板和创业板的AI龙头企业。这个指数精挑细选了50家企业，从提供专用计算芯 片、高性能计算机的算力基础设施公司，到掌握云计算、机器视觉等核心技术的企业，再到智能安防、 医疗等应用端龙头，覆盖了AI全产业链。"华东某公募基金表示。 年内，在人工智能投资浪潮下，相关板块中接连涌现出多只涨幅亮眼的股票，科创创业人工智能ETF挂 钩指数中，前五大权重股为新易盛、中际旭创、寒武纪、澜起科技、金山办公，合计占比达58%，在产 业依旧利好频出的 ...

There might not be anything as a "free lunch†in the stock market, but for investors who still believe in the long-term AI growth story, AI data firm Palantir (NASDAQ:PLTR) certainly looks tempting now that it's dropped like a rock despite clocking in some very strong third-quarter results. ...

These days, it's not unreasonable for investors to feel as if there's one word attached to AI: "bubble.†AI bubble talk is increasing in frequency, as are comparisons to the internet bubble of 2000. Also adding to the case for QQQ and QQQM is that today's valuations on AI stocks look attractive relative to internet stocks 25 years ago. "We believe the AI theme is not yet in bubble territory. Expectations for the leaders of AI are high, but valuations remain reasonable. However, we are aware of and monitoring ...

Nebius Group NV (NASDAQ:NBIS) may have closed up 6.54% on Wednesday at $94.69, yet the stock still trades roughly 30% below its 52-week high of $141.10. For most companies, that kind of drawdown is a distress signal. For Amsterdam-based Nebius, it's starting to look like the market may be mispricing one of the fastest-scaling AI platforms on the exchange. Because while the chart has cooled, the underlying engine hasn't.Track NBIS stock here.Growth That Refuses To Slow DownNebius' third-quarter numbers deliv ...

The AI industry is full of investment opportunities.The artificial intelligence (AI) industry is expanding rapidly. With that growth, there are tremendous opportunities for investors to capitalize on the rising demand for AI-driven technologies. At the same time, AI stocks can be highly volatile, and so far, the AI boom has benefited a relatively small number of tech giants and other ancillary players.That dynamic will likely change in the years to come as the market expands and becomes more fragmented. If ...

Core Insights - Artificial intelligence (AI) is driving a significant investment cycle, with global investment expected to exceed $1.4 trillion this year, indicating a long-term growth engine rather than a passing trend [3][4][16] - Major companies like OpenAI, Microsoft, Alphabet, Amazon, Meta, Nvidia, and Apple are making substantial capital commitments to AI, which will reshape the economy for years to come [5][6] Investment Landscape - AI stocks are experiencing renewed volatility due to shifting sentiment and concerns about valuations, but this presents opportunities for disciplined investors [2][7][11] - Historical patterns show that early stages of technology cycles often involve volatility, which can lead to significant long-term gains for investors who navigate the market effectively [8][9][16] Market Dynamics - The current capital cycle impacts various sectors, including cloud computing, semiconductor manufacturing, and enterprise software, driven by the demand for increased compute power [4][5] - Despite volatility, demand for AI technology remains robust, and the underlying trends indicate a strong future for AI investments [9][16] Investment Strategies - Investors can benefit from identifying companies with strong fundamentals and improving earnings estimates, particularly during market pullbacks [12][14] - Utilizing tools like the Zacks Rank and technical analysis can help investors spot turning points and capitalize on opportunities in the AI sector [13][14][17] Future Outlook - The AI cycle is still in its early stages, with massive spending and rapid innovation expected to continue, creating attractive entry points for savvy investors [16][19] - Companies that are well-positioned in the AI landscape are likely to trade at more favorable valuations, enhancing the potential for significant returns [11][12]

Core Insights - The release of China's DeepSeek advanced open-source AI model has intensified competition in the AI sector, particularly against established players like Google and Nvidia [1][3] - Chinese companies are increasingly focusing on open-source AI models, which are accessible and free for developers, leading to more efficient models that require less computing power [2] - Google's Gemini 3, launched on November 16, 2025, aims to compete with OpenAI's GPT-5 and Anthropic's Claude family, enhancing capabilities in coding, searching, and image creation [4] Group 1: Chinese AI Developments - Chinese firms, including Baidu and Alibaba, are pushing the boundaries of open-source AI, with DeepSeek's new model demonstrating strong performance in mathematical reasoning [2][3] - DeepSeek has significantly reduced its API pricing by 63%, making it the lowest globally, which could drive application development and user adoption in China [8] Group 2: Competitive Landscape - Meta Platforms has lost its leading position in open-source AI to Chinese companies, marking a shift in technological competitiveness [3] - Nvidia's stock experienced volatility, dropping 17% after DeepSeek's model release but rebounding to a 30% gain in 2025, highlighting the fluctuating nature of AI stocks [7] Group 3: Google and Market Reactions - Google stock surged by 68% in 2025 as the company effectively integrated AI across various sectors, including search, cloud computing, and digital advertising [6] - Investor concerns regarding Google's core internet search business have been heightened since the introduction of ChatGPT, which provides direct answers to queries [5]