Group 1: Market Overview - The ChiNext Index experienced a pullback after reaching a high, with the total trading volume of the Shanghai and Shenzhen markets at 2.85 trillion yuan, an increase of 47.6 billion yuan compared to the previous trading day, marking two consecutive days of trading over 2.8 trillion yuan [1] - The commercial aerospace sector showed significant activity, with over ten constituent stocks hitting the daily limit, including LeiKe Defense with six consecutive limit-ups and Goldwind Technology with two consecutive limit-ups [1] - The coal sector continued to rise, with Dayou Energy and Shanxi Black Cat hitting the daily limit [1] - Semiconductor equipment stocks maintained strong performance, with Zhongwei Company and Northern Huachuang reaching new historical highs [1] - The photoresist concept stocks were active, with Guofeng New Materials achieving two limit-ups in three days, and Nanda Optoelectronics and Tongcheng New Materials hitting the daily limit [1] - By the end of the trading day, the Shanghai Composite Index rose by 0.05%, the Shenzhen Component Index increased by 0.06%, and the ChiNext Index gained 0.31% [1] Group 2: Industry Insights - CITIC Securities predicts that by 2026, the oil market will enter a supply surplus cycle, with an expected surplus of 3.84 million barrels per day, leading to a systematic decline in oil price levels [2] - The structural opportunities are shifting from "oil prices" to "companies," with high cracking margins in the refining sector, resilience in U.S. shale oil production around $60, and increased LNG expansion driven by electricity demand [2] - CITIC Securities highlights the anticipated non-linear growth in AI sectors, focusing on Agent, multi-modal, emotional companionship, and AI hardware, as the market shifts from "model iteration" to "scene implementation" [3] - The domestic advanced manufacturing industry is relatively mature, with a complete industrial system and significant cost efficiency advantages, establishing strong global competitiveness [4] - In the new energy sector, lithium battery scale and profitability are globally leading, with top companies' valuations generally lower than overseas leaders, indicating a prominent cost-performance advantage [4] - The focus should be on the revaluation of leading companies with strong profitability and deep global layouts, as well as investment opportunities in high-quality manufacturing enterprises expanding overseas [4]

Core Insights - Xiaomi Group's strategy has officially upgraded to a "Human-Vehicle-Home Ecosystem," aiming to create a complete closed loop with the upcoming launch of Xiaomi cars in 2024, positioning itself as a leader in the global technology ecosystem [1][2] User and Hardware Ecosystem - Xiaomi's global monthly active users have reached 742 million, while the AIoT platform has connected over 1.04 billion devices, with more than 15,000 hardware partners [1] - The domestic application ecosystem sees a monthly app distribution volume exceeding 1.1 billion [1] Automotive Development - Xiaomi's automotive deliveries have entered a new phase, with cumulative deliveries surpassing 500,000 units, and over 350,000 units delivered in 2025 alone [1][2] - The CarIoT platform has opened over 30 product categories and established deep collaborations with four automotive manufacturers, including BYD and GAC Toyota [2] AI and R&D Investments - Since April, Xiaomi has launched several AI models and opened them to global developers, including the Xiaomi MiMo language and multimodal models [2] - Xiaomi MiMo-V2-Flash, a self-developed hybrid expert language model, has been announced as open-source, ranking among the top two global open-source models in multiple benchmarks [2] - The company plans to invest 200 billion yuan in R&D over the next five years, with an expected investment of 32-33 billion yuan in 2023 and around 40 billion yuan in 2026, focusing on core technologies such as chips, operating systems, and AI [2]

| 指数 | 收盘 | | 涨跌（％） | | | --- | --- | --- | --- | --- | | 名称 | （点） | 1 日 | 5 日 | 1 月 | | 上证指数 | 3940 | -0.81 | 2.61 | -1.57 | | 深证综指 | 2486 | -1.04 | 3.71 | -1.26 | | 风格指数 (％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 大盘指数 | -0.53 | 1.15 | 17.53 | | 中盘指数 | -1.16 | 1.45 | 26.1 | | 小盘指数 | -0.94 | 4.27 | 23.91 | | 涨幅居前 行业(％) | 昨日 | 近 1 个月 | 近 6 个月 | | --- | --- | --- | --- | | 广告营销 | 3.99 | 15.01 | 16.32 | | 数字媒体 | 3.41 | 5.75 | 10.21 | | 互联网电商 | 2.28 | -0.02 | 7.06 | | 渔业 | 2.02 | 20.85 | 26.74 | | ...

Core Insights - The article discusses the author's experience in job searching and interviews, highlighting the challenges and changes in the job market, particularly in the computer vision (CV) and deep learning sectors [4][6][8]. Job Search Experience - The author experienced a high volume of interviews, averaging six per day over a month, with some days reaching eight interviews, indicating a competitive job market [4][5]. - The author transitioned from a role in a delivery company focused on CV to seeking opportunities in more stable and specialized areas, reflecting a shift in personal career focus [6][8]. Market Trends - There has been a significant increase in job opportunities compared to previous years, with many large and mid-sized companies actively hiring [8]. - The demand for traditional CV roles has diminished, with a notable shift towards large models, multi-modal applications, and end-to-end models in the autonomous driving sector [8][10]. Interview Preparation - The author prepared for interviews by reviewing popular coding problems, particularly from LeetCode, indicating a trend where companies now require candidates to demonstrate coding skills more rigorously than in the past [9][10]. - The author noted that many interview questions were derived from the "Hot100" list of coding problems, emphasizing the importance of algorithmic knowledge in technical interviews [11]. Career Transition - After several interviews, the author received offers from companies like Kuaishou, Xiaomi, and Weibo, but faced challenges in securing positions at larger firms like Alibaba and Baidu [10]. - Ultimately, the author accepted a position at a foreign company, which was described as a significantly better work environment compared to previous domestic companies, highlighting the differences in corporate culture [10][12]. Technical Skills and Trends - The author observed a shift in technical skills required in the job market, with a growing emphasis on large models and multi-modal technologies, suggesting that professionals in the field need to adapt to these changes to remain competitive [13].

Core Insights - The company, Xinke Mobile, is focusing on innovative applications in XR and holographic technology, providing multi-modal and immersive network solutions to enhance user experience and efficiency across various sectors such as network planning, film and entertainment, telemedicine, and education [2] Group 1 - The company plans to release a white paper on AI and 6G network integration by June 2025, showcasing research outcomes in this area [2] - The proposed architecture includes a cloud-network-edge intelligent network framework, covering terminals, wireless access networks, edge intelligence, core networks, and intelligence centers [2]

Core Viewpoint - The company is focusing on innovative applications in XR and holographic technology, providing immersive network solutions that enhance user experience and efficiency across various sectors [1] Group 1: XR and Holographic Technology - The company offers multi-modal, all-sensory immersive network solutions aimed at improving user experience and efficiency in fields such as network planning, film and entertainment, telemedicine, and education [1] Group 2: AI and 6G Integration - The company plans to release the "AI and 6G Network Integration White Paper" in June 2025, showcasing research results on the integration of AI with 6G networks [1] - The white paper proposes a cloud-network-edge 6G intrinsic intelligent network architecture, which includes terminals, wireless access networks, edge intelligence, core networks, and intelligence centers [1]

Core Insights - The AAAI-2026 conference has received an unprecedented number of submissions, with nearly 29,000 papers submitted, of which around 20,000 (approximately two-thirds) are from China [2][5] - The total number of unique authors submitting papers exceeds 75,000, indicating a significant increase in participation [4] - The review process is facing challenges due to the high volume of submissions, with about 23,000 papers entering the review process, nearly double the number from AAAI-25 [5][6] Submission Statistics - The main technical track of AAAI-2026 received close to 29,000 submissions, with Chinese submissions accounting for approximately 20,000 [2] - The top three research keywords for submissions are computer vision (nearly 10,000 papers), machine learning (around 8,000 papers), and natural language processing (over 4,000 papers) [5] - The number of emails received by the organizing team has surpassed five times the total for AAAI-25, peaking at 400 emails per day [4][5] Review Process and Quality Assurance - To manage the increased demand, AAAI has recruited over 28,000 committee members, nearly tripling the size of the committee from AAAI-25 [6] - AAAI is actively investigating potential ethical issues in the review process and has established committees to ensure integrity and accountability [7] - AI-assisted review experiments have shown promising early results, including tools to detect collusion among reviewers [8] Trends in AI Research - The surge in submissions reflects a broader trend of increasing participation from Chinese researchers in AI, with China becoming a dominant force in the field [17][20] - Reports indicate that the proportion of papers authored by Chinese researchers at top AI conferences has significantly increased over the past decade [20][22] - By 2024, eight of the top 20 institutions ranked by accepted papers at leading AI conferences are from China, highlighting the country's growing influence [24][25]

Group 1 - The article announces the launch of the 2026 global campus recruitment for the Shanghai Artificial Intelligence Laboratory, offering over 100 positions [1] - The laboratory seeks individuals who are not only skilled in algorithms but also excel in complex engineering and are eager to validate technology in real-world scenarios [3] - Candidates are encouraged to pursue challenging and innovative research, focusing on fundamental issues rather than settling for easy achievements [3] Group 2 - The recruitment is targeted at graduates from January 2025 to October 2026, with specific categories for "Dream New Stars," "Academic New Stars," "Engineering New Stars," and "Competition New Stars" [4] - There are six categories of positions available, including algorithm, research and development, product, operations, solutions, and functional/support roles [6][7] - The application process includes online submissions starting from August 20, 2025, followed by a series of written tests and interviews [10][11] Group 3 - The laboratory provides a top-tier research platform with extensive computational resources and data support, encouraging candidates to engage in scalable and impactful projects [12][13] - Candidates can apply by scanning a QR code or contacting the provided assistant for any issues during the application process [14]

Investment Rating - The report maintains a "Positive" investment rating for the software and services industry [7]. Core Viewpoints - The report expresses a strong optimism regarding the performance of AI applications in the second half of the year, driven by supportive government policies and increasing market activity in AI-related sectors [6][27]. - Recent policies from Shanghai and Shenzhen are expected to accelerate the development and application of AI technologies, particularly in infrastructure and low-altitude economy [20][29]. Summary by Sections Market Performance - Last week, the computer sector experienced a slight decline of 0.39%, ranking 8th among major industries in the Yangtze River region, with a market share of 9.27% in total trading volume [2][4][16]. Key Recommendations - Focus areas include: 1. AI infrastructure 2. Overseas applications in AI+ fields such as video, coding, and integrated solutions 3. Vertical integration companies in closed-loop scenarios like education, taxation, and healthcare [6][27][42]. Policy Support - Shanghai's recent measures include a 600 million yuan subsidy for computing power and various incentives for AI model development, which are expected to lower operational costs and enhance AI application deployment [20][24]. - Shenzhen's plan aims to establish a comprehensive low-altitude infrastructure by 2026, with projected economic output exceeding 130 billion yuan [32][29]. Investment Opportunities - The report highlights potential investment opportunities in: 1. Domestic large model manufacturers 2. AI intelligent entities 3. Domestic computing power supply chains 4. High-quality data-related companies [27][42].