人工智能不再是科幻电影中的桥段，它正以前所未有的速度融入现实。广东，以政策为帆、技术为桨、 机制护航，已冲在AI浪潮的前沿。最新数据显示，广东已完成92款生成式人工智能服务备案，数量居 全国前二。从政策布局到技术突破，从应用落地到生态繁荣，在广东，"AI+"正在发挥更大价值。 备案不只是合规动作，更为AI创新铺就了一条"既跑得快，又跑得稳"的高速路。南都大数据研究院梳理 广东备案生成式AI大模型数据，带你感受南粤大地的AI脉动。 备案护航，AI加速安全发展 生成式人工智能服务指利用生成式AI技术向公众提供生成文本、图片、音频、视频等内容的服务。为 促进生成式AI创新发展和规范应用，2023年7月，《生成式人工智能服务管理暂行办法》出台，明确了 我国对生成式AI大模型研发及服务的合规要求。 今年9月1日，广东省互联网信息办公室发布的新一期《广东省生成式人工智能服务已备案信息公告》显 示，我省新增14款已完成备案的生成式人工智能服务。至此，广东累计已完成92款生成式人工智能服务 备案，约占全国已备案大模型的17%，位居全国前二。 从时间维度看，《办法》出台以来，广东生成式AI大模型的备案工作呈稳步加速趋势。今年以 ...

美联储议息会议的阴影如达摩克利斯之剑般悬在头顶，8月1日关税大限的倒计时牌也直戳资本市场的痛 点，外资的调仓换股行动小心翼翼，市场人心惶惶。隔壁纳斯达克指数连续四天阴跌，A股科技板块已 提前打起了喷嚏。 本周二美联储的任何风吹草动，都将令全球市场瑟瑟发抖。 上午十点的盘面，如同一部悬疑大片，高潮迭起。科创50指数在半导体双雄寒武纪和中科曙光带领下冲 高1.2%，然而，券商板块的临阵倒戈却使其寸步难行，上证指数在3597点附近原地踏步，成交额仅为 1.68万亿，犹如一把钝刀子在磨人耐心。 多空双方在3600点这道城墙下展开激烈的厮杀，股吧实时评论 的刷屏速度之快，甚至导致服务器冒烟。 主力资金的暗流涌动，比表面现象更加凶险。尽管科技板块获得了50亿资金的"输血"，但高位PCB概念 股却突然出现3亿的集中抛盘。北向资金今日"回心转意"，早间净流入18亿抄底芯片，但南向资金仍在 港股市场挥金如土，狂砸45亿。两融余额维持在1.9万亿的高位，然而，周期股的融券余额却在半小时 内激增300万手，令人不寒而栗。 医药板块上演惊天逆转。恒瑞医药与葛兰素史克签署125亿美元的合作大单，令创新药械板块瞬间复 活，此前被集采政策 ...

Market Overview - The A-share market faced resistance at 3600 points due to the rapid decline of the Yasha Hydropower Station, while the Hong Kong market dropped 1.09% amid uncertainties for the upcoming week [1] - Trump's visit to the Federal Reserve is seen as an attempt to pressure Powell for a quicker interest rate cut, although a rate cut in July seems unrealistic [1] - The upcoming US-China talks scheduled from July 27 to 30 in Sweden may influence market sentiment, particularly regarding TikTok's operations in the US [1] Technology Sector - The 2025 World Artificial Intelligence Conference in Shanghai is set to showcase over 800 companies and 3000 cutting-edge exhibits, indicating strong market interest in AI technologies [2] - Huawei's Ascend 384 super node is a focal point of attention, with significant advancements in the domestic lithography machine industry expected to accelerate the localization process [3] Southeast Asia Market Expansion - Companies like Jihong Holdings and Lion Group are focusing on Southeast Asia, with Jihong expected to achieve a net profit of approximately 130 to 137 million yuan in the first half of 2025, marking a year-on-year growth of 97.25% to 108.21% [4] - Lion Group's partnership with China Post Hong Kong aims to create an AI-driven digital trade platform for Chinese brands entering Southeast Asia [4] Shipping Industry - Derxiang Shipping reported a 38.5% increase in revenue to approximately $326 million in Q1, driven by a 39.1% rise in average freight rates [9] - The company is expanding its service network with new routes and has a strong focus on the Middle East and Indian subcontinent, which are expected to drive future growth [11] Insurance Sector - The insurance industry is experiencing a "lock-in wave" due to a decrease in the predetermined interest rate for life insurance products, which is expected to boost new policy premiums in Q3 [7] - Major beneficiaries in the Hong Kong market include Zhong An Online, China Life, and China Pacific Insurance [8]