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摆脱对外依赖,日本押注国产AI
Huan Qiu Shi Bao· 2025-09-14 22:46
作为日本在人工智能领域的首份基础规划草案,该草案将提交至人工智能战略本部审议,预计年内通过 内阁审议完成最终方案。今后将根据国内外情况每年进行修改。 日本《朝日新闻》12日分析称,ChatGPT推出至今已有3年左右的时间。在技术创新不断推进的背景 下,日本政府也承认作为GDP规模世界领先的经济体,日本"在AI开发和应用方面落后于世界"。在面向 AI的尖端半导体领域,日本正不得不依赖其他国家。此外,像ChatGPT这样目前尚且免费可用的AI,也 可能会因收费化等企业战略调整而对日本国内的使用产生影响。 《朝日新闻》称,日本首相石破茂当天在会议上表示,"在安全保障方面,AI是极为重要的。在全球开 发竞争加剧的背景下,须为扭转劣势尽快制定紧急支持政策,"并提出了致力于建设"一个人们因AI而幸 福的社会"的愿景。 日本科学技术政策大臣城内实12日回答记者提问时表示,"随着全球人工智能开发和应用竞争的日益激 烈,未来一两年的努力对于实现反守为攻至关重要,我们决不能停滞不前。政府将积极支持私营企业和 研究机构开发国产AI。" 据美国斯坦福大学的一项调查显示:2024年日本民间对AI的投资额约为9亿美元,而美国的民间投资额 ...
券商7月“金股”出炉高景气产业结构性机会受关注
Zhong Guo Zheng Quan Bao· 2025-07-01 21:04
Group 1 - Over 200 A-shares and Hong Kong stocks have been included in the July "golden stock" list by brokerages, with high attention on stocks like Kaiying Network, Zijin Mining, Huadian Technology, and Muyuan Foods [1][2] - Kaiying Network has been recommended by five brokerages, making it the most favored stock for July, with a stock price reaching 20.31 yuan per share, a new high in over nine years [1][2] - The performance of the June "golden stocks" was strong, with 61.40% of the 272 stocks achieving positive returns, and the median increase being 8.10% [3][4] Group 2 - The Hong Kong Stock Exchange has seen a significant increase of over 44% year-to-date, with its stock price reaching a three-year high [2] - Analysts suggest that the A-share market will maintain a volatile trend in July, with a focus on high-growth sectors and a "barbell" strategy for Hong Kong stocks [1][5] - Key sectors to watch include domestic technology innovation, advanced manufacturing, non-ferrous metals, and financial sectors benefiting from reforms and high dividends [5]