人工智能正加速推动国民经济三大产业向智能化跃迁。26日中国国务院印发的《关于深入实施"人工智 能+"行动的意见》(简称《意见》)，首次从国家战略层面系统规划了人工智能赋能产业升级的实施路 径。 中国工程院外籍院士张亚勤认为，人工智能产业正经历全球格局重塑的关键阶段，技术研发从单点突破 转向体系化创新，应用场景从消费端向科技、交通、医疗等各领域渐进式渗透。 360集团创始人周鸿祎表示，随着国产大模型的集体发力，不仅能力已经走进了国际第一梯队，而且开 源普惠的生态逐步形成，人工智能进入了规模化商业化应用时代，带来了比互联网更大的机会。 《意见》突出分业施策。上海人工智能实验室主任、首席科学家周伯文认为，《意见》围绕科学技术、 产业发展、消费提质、民生福祉、治理能力、全球合作等六个方面组织实施"人工智能+"重点行动，明 确提出人工智能应用普及率等关键指标，为"人工智能+"工作绘制了清晰的路线图。 对于"人工智能+"产业这一重点任务，中国电子信息产业发展研究院(赛迪研究院)未来产业研究中心人 工智能研究室主任钟新龙认为其核心是推动人工智能与实体经济的"全要素、全链条、全场景"深度融 合，其战略目标是利用人工智能这一" ...

从短期角度，8月重点关注五大具备边际改善的赛道：AI应用、AI硬件、非银金融、国防军工、创新 药。从中长期角度，招商策略建议以周期为轴，供需为锚。关注新科技周期下，全社会智能化的进展 （大模型的持续迭代、算力基础设施与AI生态的完善、AI商业模式的落地、以及AI对消费电子、机器 人等赋能），国产替代周期下相关产业链的自主可控（国产大模型、国产AI应用与算力、国产集成电 路产业链），以及"双碳"周期下碳中和全产业链的降本增效（光伏、风电、储能、氢能、核电），电动 化智能化大趋势下电动智能汽车渗透率增加。 ...

广汽集团人形机器人团队负责人张爱民博士指出，人形机器人发展了经历技术探索、功能突破、高动态 发展3个阶段，当前面临技术难、监管弱、成本高、场景少的困境。未来人形机器人发展要以低成本高 效率的远程控制机器人模式实现机器人在商业应用中完成数据采集。广州人形机器人应用场景丰富，可 以考虑建立"人形机器人与都市生活"展厅和人形机器人示范应用区，推动相关产业发展。 广州市社会科学院党组书记、院长张跃国在研讨会上表示，数字经济发展到今天，已经成为超高速迭 代、多分支突进的复杂课题，特别是新一代人工智能技术快速演进，正在重塑现实、定义未来。人工智 能已经作为引领新一轮科技革命和产业变革的战略性技术，正在深刻改变人类生产生活方式，成为国际 竞争的新高地和经济发展的新引擎。他认为，具身智能正在蓬勃发展，并呈现3个特点。一是具身智能 新技术加速迭代；二是万亿级市场新蓝海加速开启；三是重点城市布局新赛道的加速兑现。 记者从日前在广州举办的《广州数字经济发展报告》发布会暨人工智能与数字经济发展研讨会获悉： 2024年广州数字经济稳步增长，数字经济核心产业增加值首次突破4000亿元大关，达到4470.30亿元， 同比增长9.8%，占全 ...

Core Insights - The "Guangzhou Digital Economy Development Report (2025)" predicts that the global digital economy will grow at a rate exceeding 8% by 2025, with Guangzhou's core digital economy industry value exceeding 500 billion yuan, representing a year-on-year growth of approximately 10% and accounting for over 15% of the regional GDP [1][3]. Group 1: Digital Economy Growth - Guangzhou's digital economy is in a phase of rapid development, with strong factor aggregation capabilities and comprehensive growth across various fields [3]. - In 2024, the core industry value of Guangzhou's digital economy is expected to surpass 400 billion yuan, reaching 447.03 billion yuan, with a year-on-year growth of 9.8%, contributing 61.3% to the city's economic growth [3]. - As of July 2024, Guangzhou has opened over 100,000 5G base stations, with 20.99 million 5G users, leading the nation in 5G user penetration [3]. Group 2: Artificial Intelligence and Industry Transformation - Experts highlight that embodied intelligence is rapidly developing, characterized by accelerated technological iteration and the opening of a trillion-level market [4]. - The transition from single capability to general intelligence in artificial intelligence is underway, with significant implications for industries such as education, healthcare, and manufacturing [4]. - The report suggests that embodied intelligence could become a new pillar industry for Guangzhou during the "14th Five-Year Plan" period [4]. Group 3: Future Development Directions - The report outlines Guangzhou's future digital economy development direction, focusing on building a system centered on artificial intelligence, with "AI+" and "+AI" as dual engines [5]. - The humanoid robot industry will focus on "R&D + manufacturing + application," aiming to establish a stable industrial chain ecosystem within 3-5 years [5]. - Guangzhou plans to enhance its layout in semiconductor, intelligent connected vehicles, and quantum technology sectors to build a modern industrial system [5].

Core Insights - The article highlights the systemic risk of information pollution in AI models, particularly in the context of county-level AI applications in China [1][4]. Group 1: Information Pollution Mechanisms - The first stage of pollution occurs during pre-training, where AI models absorb vast amounts of internet data, which often contains biases and misinformation [2]. - The second stage involves post-training, where intentional "cognitive poisoning" can occur through the introduction of biased data to enhance AI performance on specific tasks [2][3]. - The third stage is real-time searching, where AI retrieves information from a polluted internet, further perpetuating the cycle of misinformation [3][4]. Group 2: Consequences and Solutions - The lack of high-quality, reliable information sources on the Chinese internet exacerbates the issue, as many platforms promote low-quality content for traffic [4][5]. - A feedback loop is forming where AI-generated content containing factual errors is cited by other AI, amplifying and solidifying misinformation [4]. - To combat this, the establishment of a high-quality "clean corpus" is essential, with initiatives already proposed by Chinese authorities to create a national key corpus by 2027 [5].

技术面上，沪指昨天放量突破3430点关键压力位，MACD红柱明显拉长，KDJ也形成了金叉，这可是典型的多头信号。创业板指更猛，直接大涨3.11%，突 破2100点整数关口，量能放大到1428亿，这说明资金在往成长股扎堆。不过得注意，沪指上方3500点附近可是去年的密集成交区，短期可能会有震荡，但中 期趋势已经打开了。 家人们，昨晚美股又上演了一出"冰火两重天"！英伟达市值突破3.77万亿美元再创新高，但特斯拉跌超3%、中概股普遍疲软，北向资金反手就砸了63亿。不 过咱们大A昨天可是硬气了一把，沪指放量大涨1.04%站稳3455点，成交额直接干到1.6万亿，这量能可是最近三个月最大的！今天市场会怎么走？作为在财 经圈摸爬滚打的20年老炮儿，我给大家拆解拆解。 先看外围影响。英伟达的疯狂其实给咱们科技股打了个样儿，AI这波红利还远没到头。但特斯拉的大跌和中概股的低迷，也提醒咱们得防着点外资情绪波 动。尤其是北向资金连续三天净卖出，贵州茅台被砸了10个亿，这说明外资在高估值板块上有点犹豫。不过内资机构昨天可是真金白银在干活，主力资金净 流入23亿，传媒、电子、计算机三大科技板块吸金超50亿，这说明聪明钱已经开始干活 ...

Group 1 - Guangdong Province is leveraging its advantages in electromechanical technology and digital intelligence to focus on artificial intelligence and robotics, establishing itself as a leading hub for the smart robotics industry in China [2] - The Ministry of Industry and Information Technology (MIIT) has emphasized the need to implement the "AI + Manufacturing" initiative to accelerate the intelligent upgrade of key industries and create an upgraded version of smart manufacturing [4] - The integration of artificial intelligence and manufacturing is accelerating, with significant achievements and a complete industrial system established in China, covering foundational, framework, model, and application layers [4][5] Group 2 - Domestic manufacturers have rapidly developed over a hundred AI products, including AI smartphones and computers, with humanoid robots transitioning from performance to practical applications in factories [5] - The MIIT is focusing on creating a favorable ecosystem for the development of the AI industry, emphasizing the need for a systematic approach to planning, collaboration, and the implementation of strategies, policies, and standards [6][7] - There is a push for the establishment of industry-specific application innovation centers and collaboration among leading technology companies, research institutions, and universities to drive AI technology integration into various sectors [8] Group 3 - Various regions in China are increasing policy support for the AI industry, with Guangdong proposing financial support for manufacturing innovation centers and Beijing outlining plans to develop leading industry models [9] - The MIIT is committed to advancing AI-enabled new industrialization by focusing on both supply and application, enhancing the development of general and industry-specific models, and promoting intelligent upgrades across manufacturing processes [10]

5月20日，中央广播电视总台与应急管理部联合举办"与平安同行--防灾减灾公益项目成果发布暨国家应 急广播预警小程序上线活动"。 活动中，"国家应急广播预警小程序"正式上线。小程序汇聚了水利、海洋、气象、森林防火等权威信息 源单位发布的预警信息，可以基于用户定位，精准推送。一个短片，告诉你多灾种预警如何秒达指尖↓↓ 防灾减灾预警先行，在移动互联网时代，中央广播电视总台全力构建全媒体应急传播体系，持续以技术 创新提升预警信息传播的速度和精度。 大国重器连接天地 在防震减灾中大显神威 织密防灾减灾的安全网 要有成功经验的深度积累 同时也要有新质生产力不断赋能 大国重器更是防灾的利器 听听北斗系统副总设计师谢军 讲述大国重器 活动上，北斗专项工程副总设计师、国家应急语言服务团、演员杜江等嘉宾还在现场分享了新质生产力 赋能减灾的创新故事。 如何连接天地、大显神威 突破语言壁垒 七小时开发互译系统 国家应急广播预警小程序正式上线 大国重器联通空天地网 智能应急赛道也已经加速起跑 蛇眼探测仪精准搜救 机器狗加入消防智能救援 更有国产大模型 七小时开发中缅英互译系统 在缅甸7.9级强震中 最快速突破语言壁垒 一起听听北京语言 ...