| 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].