每经记者｜杨建 每经编辑｜肖芮冬 ｜2025年7月29日 星期二｜ NO.1 上海支持人工智能等前沿方向技术创新，最高5000万元支持 上海市经济信息化委7月28日发布《上海市进一步扩大人工智能应用的若干措施》。其中提出，开展关 键技术创新。支持人工智能基础理论、方法和工具、新一代通用人工智能、具身智能、智能软件、脑机 接口、智算系统等重点前沿方向的技术创新，按照核定项目总投资给予最高30%、最高5000万元支持。 支持各类创新主体参与国家重大项目、战略平台、揭榜挂帅等任务，申报市级配套项目，给予最高5000 万元支持。对具有战略性、公益性的关键项目，经市政府批准后可给予最高50%的支持。 NO.2 上海支持优质企业发展风险投资基金，聚焦算力、语料等关键要素 上海市经济信息化委7月28日发布《上海市进一步扩大人工智能应用的若干措施》。其中提出，完善产 业投融资体系。发挥国家人工智能产业投资基金、市级人工智能先导产业母基金等引导作用，联合区级 投资基金、社会资本等投早、投小、投长期。支持优质企业发展风险投资基金，聚焦算力、语料等关键 要素，以及大模型、具身智能、科学智能等赛道，联合相关区级基金，推动设立专题子基 ...

完整早报音频，请点击标题下方小耳机收听 【居然智家：实际控制人、董事长兼 CEO 汪林朋逝世】 7 月 28 日消息，居然智家公告称，公司实 际控制人、董事长兼 CEO 汪林朋于 2025 年 7 月 27 日在家中不幸身故。 公司已对相关事项做了 妥善安排，日常经营管理由高管团队负责，公司经营情况一切正常。 此前有消息指出，汪林朋于 7 月 27 日坠楼。 汪林朋被视为家居行业的标杆人物，入行至今已超过 25 年。公开资料显示，汪林朋现年 57 岁，硕 士研究生学历。 2001 年至 2020 年 12 月任北京居然之家投资控股集团有限公司总裁， 2015 年 至今任北京居然之家投资控股集团有限公司董事长， 2015 年至 2019 年 12 月先后任北京居然之家 家居连锁有限公司执行董事、经理、董事长， 2019 年 12 月至 2020 年 12 月任公司董事长。 （ 证券时报 ） 【嵩山少林景区发布补充公告：因系统升级，少林景区原购票渠道不变】 7 月 28 日，嵩山少林景区 发布补充公告：因系统升级，少林景区原购票渠道不变，由此给各位游客造成的不便，深表歉意。 7 月 27 日，嵩山少林景区发布公告 ...

【环球时报报道 记者 杨沙沙】7月28日，在上海举办的"2025世界人工智能大会"（WAIC）闭幕。此次 大会四大主题展馆展区面积首次突破7万平方米，吸引了800余家企业参展，集中展示3000余项前沿展品 及100余款"全球首发""中国首秀"新品。 26日，"2025世界人工智能大会"开幕式当天，互联网大厂开始密集发布大模型产品。京东当天宣布，旗 下言犀大模型品牌全新升级为JoyAI，拥有从3B到750B的全尺寸模型。京东集团高级副总裁、京东集团 探索研究院副院长何晓冬接受《环球时报》等媒体采访时透露，"经我们内部评测，750B大模型，已经 进入世界第一梯队。" 27日，阿里巴巴最新开源的三款大模型在上海亮相。几天前，阿里通义千问团队接连开源三款大模型， 被外界称为"阿里AI三连发"。阿里云相关负责人28日对《环球时报》记者表示，上述三款大模型性能可 比肩Claude4、GPT4.1、Gemini2.5 pro等目前同领域最强的闭源模型。同日，腾讯也发布混元3D世界模 型 1.0，并宣布全面开源。 阿里云副总裁、大数据和智能实验室负责人叶杰平表示，当前AI模型技术正经历从"渐进式创新"到"指 数级跃迁"的历史 ...

当前，AI模型技术正经历从"渐进式创新"到"指数级跃迁"的历史性转变，包括OpenAI、阿里巴巴、阶 跃星辰等科技企业持续对大模型进行升级迭代。 科技企业密集迭代大模型 据媒体报道，OpenAI计划最早在8月初发布新版本旗舰大模型GPT-5，并推出mini和nano版本。其中， mini和完整版本将通过ChatGPT和API供应，但nano版本仅通过API供应。 业内人士表示，GPT-5若如期上线，将标志着OpenAI在推理密度与多模态能力上的又一次跃迁，也为产 业发展再添一把火。 国产AI大模型也有新进展。7月27日，在2025世界人工智能大会（WAIC 2025）上，阿里巴巴携最新开 源的三款大模型亮相，分别为千问3最新版基础模型（非思考版）、千问3推理模型和AI编程模型 Qwen3-Coder。 7月25日，阶跃星辰在上海发布了新一代基础大模型Step 3，这款大模型兼顾智能与效率，旨在面向推 理时代打造最适合应用的模型，将于7月31日面向全球企业和开发者开源，为开源世界贡献最强多模态 推理模型。 凭借系统和架构创新，Step 3实现了行业领先的推理解码效率。根据原理分析，Step 3在国产芯片上的 推 ...

② 【以太坊概念股走强】以太坊概念股走强。截至发稿，iShares以太坊信托ETF上涨7.1%， Gamesquare Holdings涨6.2%，BTCS涨7.7%，Bit Digital涨5.4%。 ③【礼来GLP-1药再添新适应症】近日，礼来GLP-1药物替尔泊肽注射液获得中国国家药品监督管理局 批准，新增适应症：用于在饮食控制和运动基础上，联合胰岛素（伴或不伴口服降糖药）治疗，改善成 人2型糖尿病（T2DM）患者的血糖控制。截至发稿，礼来上涨0.32%。 ④【三星与特斯拉达成165亿美元芯片大单】当地时间7月27日，马斯克证实，特斯拉已与三星电子签署 了一项价值165亿美元的芯片供应协议。马斯克在X平台上发帖称："三星在得克萨斯州新建的大型晶圆 厂将专门生产特斯拉新一代AI6芯片。这一合作的战略意义怎么强调都不为过。"截至发稿，特斯拉上涨 1.65%。 ⑤【摩根大通计划对客户数据收费】当地时间7月27日，据外媒报道，摩根大通计划向金融科技初创企 业收取访问其客户数据的费用。这笔费用最早可能于9月初生效，不过摩根大通正在与各公司进行谈 判，可能会改变时间表和收费金额。 ①【三大期指齐涨】截至发稿，道指期 ...

【 导读 】恒瑞医药出海授权交易刷新纪录，港股狂飙24.54% 中国基金报记者 格林 7月28日，港股三大指数涨跌不一。其中， 恒生指数涨0.68%，报25562.13点 ； 恒生科技指数跌0.24%，报5664.02点 ； 恒生国企指 数涨0.29%，报9177.15点。全日 大市成交 额为 2502.99亿港元，南向资金净买入 额为 92.53亿港元。 | 序号 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | 成交额 | 年初至今 序号 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | HSCI | 恒生综合指数 | 3850.98 | 23.86 | 0.62% | 1824.15亿 | 29.09% 1 | | 2 | મંદા | 恒生指数 | 25562.13 | 173.78 | 0.68% | 2502.99亿 | 27.43% 2 | | 3 | HSCEI | 恒生中国企业指数 | 9177.15 | 26.66 | 0.29% | 775.64亿 | 25.89% 3 | | 4 | HSCCI | 恒生香港中资企 ...

Core Insights - The four major banks in China have recently begun to integrate Alibaba's AI technologies into their operations, marking the first significant collaboration between national financial institutions and Alibaba in the past five years [1] Group 1: Collaborations and Projects - Alibaba Cloud has won the bid for the China Construction Bank's intelligent coding project, while the Industrial and Commercial Bank of China (ICBC) is applying Alibaba's Qwen model for intelligent risk control [1] - The financial technology subsidiary of China Construction Bank, Jianxin Jinke, has adopted Tongyi Lingma to enhance the entire development process, achieving over 30% adoption rate for intelligent code generation, significantly improving development efficiency and engineering standards [1] - The collaboration between ICBC and Alibaba was highlighted at the 2025 Global Digital Economy Conference, showcasing the "Merchant Intelligent Review Assistant" based on Tongyi Qianwen multimodal model, which replaces traditional OCR technology in the merchant admission review process, demonstrating substantial business value [1]

全球知名的大模型API三方聚合平台OpenRouter公布了最新一期榜单，来自中国的 DeepSeek和阿里通义 千问跻身全球前五。其中，通义千问以10.4%的市场份额，超越OpenAI的4.7%，位列第四。OpenRouter 推文显示，当下成长最快前10大模型中有9个是开源的。其中，Qwen3-Coder调用量以近500亿 Tokens高 居第一，通义千问包揽前三，并在前十中占据五席。最近一周，OpenRouter上的千问模型总调用量已超 过2000亿Tokens。 (智通财经) ...

行业评论 第一上海研究部 research@firstshanghai.com.hk 2025 年 7 月 28 日 星期一 【行业评论】 科技行业周报：算力景气持续，WAIC 大会催化国产算力投资 +852-2532 1954 chen.huang@firstshanghai.com.hk 赵绵璐 +852-2532 1962 mianlu.zhao@firstshanghai.com.hk 核心观点： 我们继续强烈看好 AI 应用驱动的算力需求持续高增长，海内外 AI 应用进入普及的 拐点时刻，国内外算力产业链共振。国产算力产业链在沉寂数月后重新赢得市场关 注。我们认为国内算力紧平衡的状态将持续，国产算力的卡脖子环节如先进制程产 能、先进封装产能、大模型适配、HBM 供给等，随着时间推移均将被逐步攻克，产 业链好消息预计将持续不断催化市场，看好下半年乃至明年国产算力的投资机会。 国内方面，国产 AI 应用持续有新品推出，阿里通义千问 3 推出重榜更新，在编程 能力取得重大突破，推出的 Qwen3-Coder 在代码能力上比肩 GPT4.1 和 Claude4 等 顶级闭源模型，登顶全球最大 AI 开源社区 ...

Domestic News - Alibaba Tongyi Qianwen announced the update of its flagship Qwen3 model, introducing the Qwen3-235B-A22B-FP8 non-thinking mode, with long text capability increased to 256K [2] - Youfang Technology plans to sign a server procurement contract worth up to 4 billion RMB to support its computing cloud service business, expecting a positive impact on its future financial status [3] - Shanghai Artificial Intelligence Laboratory released the DeepLink technology solution for large-scale cross-domain mixed training, enabling interconnection and mixed training of large models across multiple intelligent computing centers [4] - ByteDance's Volcano Engine is reportedly testing a new digital human platform named "Chimera," currently in an invitation-only phase [5] - Shanghai Artificial Intelligence Laboratory launched the multi-agent framework Intern·Agent, which enhances AI's autonomous exploration capabilities in scientific research [6][7] - Tongyi Qianwen's latest AI programming model Qwen3-Coder has been officially open-sourced, featuring multiple sizes and the most powerful version with 480 billion parameters [8] - Shanghai Data Exchange held a closed-door seminar on "New Opportunities in Capital Markets: RDA," introducing the RDA paradigm emphasizing data's role in verifying and enhancing the value of physical assets [9] - Lingyang announced the launch of Alibaba's first batch of enterprise-level Agents, providing multi-faceted services in various business scenarios [10] - 360 Group's founder Zhou Hongyi stated that the company is shifting its chip procurement towards domestic products, primarily purchasing from Huawei [11] - Alibaba Cloud's Qwen3-Coder API is now available on its platform, with competitive pricing compared to other models [12] - Weimob reported a 25% increase in consumer spending per transaction after deploying its AI recommendation engine [13] - Zhou Hongyi revealed plans for the first intelligent agent community in China, "Nano AI Intelligent Agent Community," to enhance the capabilities of digital experts [14] - ByteDance released the Seed LiveInterpret 2.0, a near-human-level simultaneous interpretation model for Chinese and English [15] - Xin'ao Paneng Network launched an autonomous driving architecture in the energy sector, integrating AI with energy expertise [16] - The World Internet Conference held a session on AI development and governance, highlighting China's commitment to AI safety and innovation [17] - Wisdom Eye Technology unveiled the Bian Stone AI Traditional Chinese Medicine Diagnostic Instrument, integrating traditional diagnostic methods with AI [18] - China Mobile's chairman emphasized the importance of the "AI+" initiative for industrial upgrades and innovation [19] - The large model industry is transitioning to a value realization phase, with significant market potential identified [20][21] - Luo Yonghao's digital human capabilities are expected to be mass-produced by October, leveraging advanced script generation technology [22] - Huawei Cloud launched a new AI computing service in Ulanqab, providing high-performance computing capabilities [23] - SenseTime released the new "Riri Xin" model and the "Wuneng" embodied intelligence platform, showcasing advancements in AI capabilities [24] - CITIC Group announced the "Rock" action plan for technological innovation, focusing on multiple key research areas [25] - JD.com upgraded its Yansai large model brand to JoyAI, offering a range of models to meet diverse industry needs [26] Overseas News - Neuralink successfully completed two surgeries in one day, with Elon Musk stating that brain-machine interfaces will change millions of lives [27] - Fidji Simo, the outgoing CEO of Instacart, will join OpenAI as the new application CEO, focusing on building and sharing AI technologies [28] - TRAE launched the SOLO mode AI development assistant, achieving over 1 million monthly active users [29] - Meta reportedly hired three top AI researchers from Google [30] - Alphabet's CEO announced that Google's AI model has over 100 million monthly active users in the US and India [31] - IBM reported a net profit of $2.2 billion for Q2 2025, with an 8% revenue increase [32] - Perplexity's CEO praised China's open-source large model Qwen3-Coder, highlighting its competitive performance and pricing [33] - The US government released an AI action plan aimed at easing regulations and promoting rapid data center construction [34] - Trump expressed his dislike for the term "artificial intelligence," suggesting a name change [35] - Intel reported a net loss of $2.92 billion for Q2 2025, with plans for significant layoffs [36][38] - Starlink experienced a 2.5-hour network outage due to software service failure, which has since been mostly resolved [37] - Jeff Bezos completed a large-scale stock sale of Amazon shares, raising $5.7 billion [39] Financing and Mergers - UBTECH announced a placement agreement for 30.16 million new H shares at a price of 82 HKD per share [40] - Hainan Da announced a plan to transfer its wholly-owned subsidiary for approximately 628 million RMB [41] - Musk's xAI is seeking to raise up to $12 billion for chip procurement and data center establishment [41] - KKR is in talks to acquire ST Telemedia Global Data Centres, with a valuation exceeding $5 billion [42] Policies and Trends - The National Data Bureau's deputy director announced the establishment of data labeling bases in seven cities [43] - The National Data Bureau reported that seven data labeling bases have built 524 datasets [44] - The National Data Bureau aims to promote market-oriented data element allocation and the "AI+" initiative [45] - The Ministry of Industry and Information Technology held a meeting to discuss the integration of information technology and industrialization [46] - IDC predicts that China's data warehouse software market will reach $2.09 billion by 2029 [46] - Over 40% of employees at leading AI companies are considering job changes [47][48] - Anhui Province aims to cultivate competitive data enterprises and industry clusters [49] - Shanghai's information transmission and software services sector grew by 14.6% in the first half of 2025, contributing significantly to GDP growth [50] - Shanghai Pudong plans to add 1,000 AI companies in the next three years, with a focus on infrastructure and application scenarios [51][52] - The Pudong AI Seed Fund was launched with a total scale of 2 billion RMB [52] - AI large language models have shown a high success rate in code writing, exceeding 90% for most software [53] - China leads the world in the number of large models, with 1,509 out of 3,755 globally [54] - Alibaba Cloud's VP noted that large models are experiencing rapid iterations [55]