根据市场公开信息及8月28日披露的机构调研信息，知名私募睿扬投资近期对1家上市公司进行了调研，相关名单如下： 1）昆仑万维 （睿扬投资参与公司业绩说明会） 调研纪要：AI音乐与AI社交月流水已突破百万美元量级，AI视频收入逐步提升，预计9月产品升级后有望增长；短剧年化ARR已突破2.4亿美元， 单月流水超2000万美元，预计2025年底达3.6亿美元；SkyReels支持30秒长视频生成与40秒连贯数字人表现，商业化处于早期；天工智能体仍在打 磨，待核心指标达标后加快推广。公司对全年AI业务的整体预期是积极的。 机构简介： 公司成立于2017年1月，目前主要开展投资于二级市场的私募证券投资基金业务，公司的管理人登记编码：P1062872，观察会员编码： GC190030259，具有"3+3"投顾资格。目前资产管理规模约100亿，基金经理平均从业年限超过10年。 彭砚于2021年9月荣获"第12届中国私募金牛奖--三年期金牛私募投资经理（股票策略）"，2020年8月荣获"第11届中国私募金牛奖--一年期金牛私 募投资经理（股票策略）"，2020年1月获得"金长江奖2019年度优秀私募基金经理"；睿扬精选2号于2 ...

Summary of Key Points from Conference Call Records Industry Overview - **AI Applications Growth**: The AI inference side is experiencing rapid growth, with Google's Gemini achieving a monthly call volume of 480 trillion tokens, a year-on-year increase of 48 times. Domestic usage of Doubao reached 16 trillion tokens daily, up 137 times year-on-year, indicating significant commercial potential in AI applications, although the inference side is still in its early stages [1][2] - **Domestic AI Ecosystem Expansion**: Platforms like Kimi K Two are expected to form a closed-loop ecosystem, while NVIDIA's H20 re-entering the Chinese market provides computational support, benefiting the rapid development of domestic AI applications [1][2] Company-Specific Insights Dou Shen Education - **AI Education Innovations**: Dou Shen Education utilizes virtual teachers for online classes and comprehensive supervision, addressing the challenge of scaling quality teaching resources. Their AI dual-teacher and super-practice products may disrupt the recorded class market [1][7] - **Market Impact**: The introduction of AI products is expected to capture market share quickly, with a significant portion of the K12 education market valued at approximately 800 billion to 1 trillion yuan [9][12] Fenbi Company - **Competitive Advantage in Public Exam Preparation**: Fenbi's AI-driven public exam system class has seen a doubling in order volume after a price reduction, achieving a gross margin of over 80%. This could be a pivotal point for reversing market share decline [13][14] - **Future Potential**: With a monthly active user base of 9.3 million, Fenbi has the potential to penetrate deeper into the public exam market, aiming for over 1 billion yuan in incremental profit if it can maintain high gross margins [14][15] Alibaba - **AI Strategy**: Alibaba's competitive edge lies in its comprehensive ecosystem from computing power to applications, along with extensive industry experience. The long-term profit potential of Alibaba Cloud is promising, with expectations for commercial monetization within two to three years [16][18] - **Impact of Traditional Business**: The ongoing subsidy war in the retail sector has negatively impacted short-term profits, but long-term growth in e-commerce is anticipated to yield positive results [17][18] Kuaishou - **AI Application Implementation**: Kuaishou has launched the Wangrack end-to-end generative recommendation system, significantly enhancing app engagement and driving unexpected growth in advertising and e-commerce [19][20] - **Product Development**: The company is optimistic about the performance of its AI products, which have shown improvements in various aspects, indicating a strong potential for future successful applications [20] Sheng Tian Network - **AI Integration in Gaming**: Sheng Tian Network has made strides in AI across application, model, and infrastructure layers, launching social gaming apps and integrating AI tools for enhanced user experience [21][22] Other Notable Companies - **Emerging AI Companies**: Companies like Meitu, Zhiyu, and Minimax are highlighted for their strong R&D capabilities and potential for growth in the AI sector [4][5] Conclusion - The AI application industry is poised for significant growth, with various companies leveraging innovative technologies to capture market share. The competitive landscape is evolving, with established players and emerging companies alike making substantial advancements in AI capabilities and applications.

3. 美中不足的是并没有真实去执行代码，所以也无从知道代码是否有问题，人肉检查后只能说大致步骤和思路是对的 4. 在没有执行代码的情况下就给出了结论，结论应该是参考网上的 这个看似简单的例子其实很考验agent的综合能力，他涉及到意图识别，ocr，网络搜索，网上资源获取能力，代码能力，执行代码及纠错的能力；这每一 步让机器来做其实都有其复杂性存在，尤其要让机器每步自动干下去的综合难度不小的。天工agent能给出最后的代码已经超过我们的预期，毕竟很多 agent在第一步就会宕机 。 另外，PPT制作也进步很大，基本可看了： 文档撰写也基本可以参考的，但是过于依赖搜索工具，有点深度不足的缺点 又一个agent发布，号称拳打manus，脚踢openai。我们贴出的例子还是被AI卷下岗的码农领域，输入： 查询图片中的的报告，并且进行报告中算法的复 现，并给出使用示例 以下为执行过程： 其他亮点 ： G C ( < 股票市场动态与交易分析 ◎ 智能体,通用模式 I LA BANDA HA A - LY PT - HAL 3 PAT - HAL A - MIN Skywork虚拟机 MCP 工具 | C 搜索网页 1 M ...