Core Insights - The rapid development of AI Agents has ignited a trend of "everything can be an Agent," particularly evident in the competitive landscape of model development and application [1][2][10] - Major companies like OpenAI, Google, and Alibaba are heavily investing in the Agent space, with new products emerging that enhance user interaction and decision-making capabilities [2][7][8] - The evolution of AI applications is categorized into three phases: prompt-based interactions, workflow-based systems, and the current phase of AI Agents, which emphasize autonomous decision-making and tool usage [17][19] Group 1: Model Development - The AI sector has entered a "arms race" for model development, with significant advancements marked by the release of models like DeepSeek, o3 Pro, and Gemini 2.5 Pro [5][6][14] - The introduction of DeepSeek has demonstrated that there is no significant gap between domestic and international model technologies, prompting major players to accelerate their model strategies [6][10] - The focus has shifted from "pre-training" to "post-training" methods, utilizing reinforcement learning to enhance model performance even with limited labeled data [11][13] Group 2: Application Development - The launch of OpenAI's Operator and Deep Research has marked 2025 as the "Year of AI Agents," with a surge in applications that leverage these capabilities [7][8] - Companies are exploring various applications of AI Agents, with notable examples including Cursor and Windsurf, which have validated product-market fit in the programming domain [9][21] - The ability of Agents to use tools effectively has been a significant breakthrough, allowing for enhanced information retrieval and interaction with external systems [20][21] Group 3: Challenges and Opportunities - Despite advancements, AI Agents face challenges such as context management, memory mechanisms, and interaction with complex software systems [39][40] - The future of Agent applications may involve evolving business models, potentially shifting from subscription-based to usage-based or outcome-based payment structures [40][41] - The industry is witnessing a competitive landscape where vertical-specific Agents may offer more value due to their specialized knowledge and closer user relationships [42][46]

1、行业：模型竞赛冷却，AI进入产品化与生态整合。各大平台不再仅仅卷参数和论文，而是争夺用户入口、智能体标准和终 端能力。 2、模型：大模型不再是简单被动的"回答器"，在生成回答之前，它会进行复杂的"自我对话（Self-Reflection）"和多步推理。变 得越来越像人一样：一边思考，一边行动。 3、智能体：正在根本性地改变人与软件交互和工作的方式。从"知识助理"或"内容生成器"，进化成能独立完成任务的"数字员 工"。人机界面从传统的"工具栏+菜单"，变成更自然、更直观的"自然语言+智能执行"。 4、AI编程：AI编程从辅助走向全面委派。编程不再是一种纯粹的"手艺活"或"体力活"，价值重心从具体的编码技能，转向了更 具战略性的产品设计能力、系统架构能力和决策能力。 5、商业模式：2025年，行业共识从MaaS（Model as a Service，模型即服务），转变为RaaS（Results as a Service ，结果即服 务）。AI从成本中心直接转化为利润引擎。 6、职业冲击：品味、判断、方向感，才是人无法被替代的核心能力。别怕AI会抢走你的工作。怕的是，你没有准备好，成为 一个能够和AI协作的人。 ...

Core Insights - Quark has launched China's first AI model specifically designed for college entrance examination (Gaokao) application scenarios, featuring three core functions: deep search, application report, and intelligent application selection [3] - The model was fine-tuned by benchmarking against industry experts, ensuring that it meets the unique requirements of Gaokao application, which demands high accuracy and logical coherence [3][4] - The fine-tuning process involved creating a structured knowledge base covering over 2,900 universities and nearly 1,600 undergraduate programs, with a focus on data verification and cross-referencing [4] Model Fine-Tuning - The fine-tuning of the model is critical, involving targeted instruction adjustments and the collaboration of hundreds of experts to create a unique generation mechanism [4] - The team distilled thousands of past decisions from human experts to develop a reasoning chain that informs the model's decision-making process [4] - The model's design includes a mechanism to prevent "hallucinations," ensuring that the final recommendations are based on real data and historical validation [4] Agent Product Development - Quark's team served over 30 million users, with 50% being students from third-tier cities or below, indicating a significant market reach [6] - The introduction of the Agent format represents a shift in the industry, with a focus on providing expert-level advice rather than just public information [6] - The year is seen as a pivotal moment for Agent products, with major tech companies rapidly advancing their offerings in this space [6][7] Market Trends - The global AIGC technology penetration is projected to exceed 40% by 2025, with the AI Agent market expected to grow from $5.1 billion in 2024 to $47.1 billion by 2030, reflecting a compound annual growth rate of 44.8% [7]

近日，笔者在与IBM大中华区技术销售总经理、首席技术官翟峰的对话中，他也提出了同样的观点。在此基础上，翟峰还认为，AI的试验阶段已经结束，企 业核心竞争力将取决于定制化AI应用和可量化的业务成果方面。 在前不久举办的IBM Think大会上，IBM董事长兼首席执行官（CEO）阿温德·克里希纳（Arvind Krishna）曾指出，当前的AI需要聚焦四个层面，分别是：智 能体、数据、集成、基础设施。 在翟峰看来，企业想要通过AI获得收益的过程中，首先需要面对三个问题：第一，高质量的数据有没有？第二，有没有在用？第三，有没有发挥作用？"企 业级AI落地最重要的因素是数据，这是核心生产力，没有数据一切都是空谈，"翟峰进一步指出，"现在大家在谈的大模型，可能有很多互联网数据，但是企 业最核心的数据有没有整合出来？这是最关键的因素。" 另一方面，在AI技术风潮步入智能体时代的背景下，AI技术如何与传统自动化技术融合，成为接下来AI技术发展的关键点。 以制造业为例，在生产制造过程中，原本工厂就已经应用上了诸如自动化流水线、自动化机器臂等自动化设备，在AI时代，这些传统的自动化设备如何与 AI智能体融合，产生更大的力量是个 ...

智能体进一步改变了人机协作的范式：用户不需要主动操作工具，而是简单地发出指令，让智能体去完成一系列复杂的任务。 01 智能体的"魔力"：下一个交互入口 开始讨论前，不妨先花点时间了解下"智能体"的概念。 随着Deepseek、Manus火遍全网，科技圈的热点过半和大模型、智能体有关。 4月22日的酷开春季发布会上，由影音、健康、生活、设备、创作、教育六大智能体构成的超级智能体正式亮相； 3天后的百度AI开发者大会，李彦宏连发通用超级智能体心响APP、内容操作系统沧舟OS等多款AI应用； 5月中旬举办的红杉AI峰会，意料之中地将"智能体"列为核心议题，坦言AI有着"10倍于云计算"的市场潜力； 以及接踵而至的谷歌I/O 2025、微软 Build 2025等开发者大会，无不提到了智能体，涵盖编程、医疗、金融等多个行业……无论是微软、谷歌、OpenAI等 海外巨头，阿里、腾讯、百度、酷开等国内企业，还是红杉代表的资本机构，无不开始大力推进智能体。 与之对应的问题是：到底什么是智能体，为什么"大厂"都在竞逐智能体，又将会带来哪些改变？ 智能体是英文AI Agent，其中Agent的含义中有"代理人"的意思，让智能体 ...

小明 发自 凹非寺 量子位 | 公众号 QbitAI 今年的4月26日， 我们测评了百度新发布的多智能体协作应用心响APP 。当时只上线了安卓版，很多网友在线求苹果版链接。 就在这几天， iOS版也终于上线了 ，只需要在苹果的APP Store搜索关键词即可下载。 现在，苹果安卓用户全部免费用，完全不限量！ 在第一时间体验了iOS版心响APP，我们基本上可以下一个判断：智能体应用，终于卷对地方了。 不仅体验门槛低——苹果安卓用户，下载APP就能用， 无需邀请码、每天不限次数 。 而且玩法超全，各类火热的智能体玩法，这一个APP就够用了。 比如定制一个北京游玩攻略，向智能体提出具体的需求，它便能自己拆解任务、调用多个智能体生成对应的方案，甚至四天游玩的路线都基于 地图MCP清晰呈现了出来。 最近智能体真的太火了，各种APP都在接入，让普通人眼花缭乱。 但实际使用还是有很多gap，比如邀请码、用量限额、能力不全面等，导致实际体验受影响。 现在，一个APP，把上述问题都搞定了。 具体体验，来看量子位一手实测。 全能自主的AI搭子 我们具体实测了旅游攻略、深度研究、法律咨询、试题讲解几大场景。 最近很火热的 深度研究 ...

更多AIGC资讯 …… 1.【华为正式推出昇腾超节点技术】5月25日消息，在昇腾AI开发者峰会上，华为正式推出昇腾超节 点技术，由12个计算柜和4个总线柜构成，实现业界最大规模的384卡高速总线互联，是目前业界规 模最大的超节点。（财联社） 2. 【腾讯首个全模态模型混元O将发布，正面硬刚DeepSeek和字节豆包】5月25日消息，基于腾讯自 研大模型混元的首个端到端语音通话模型Hunyuan-Voice，最快今年6月上线腾讯元宝App，从而与 豆包AI视频通话功能对抗。而且，腾讯已规划多模态和全模态路线，最快今年将推出全球首个"全模 态模型"，代号为 混元-O，瞄向"世界模型"。隶属于腾讯TEG（技术工程）事业群的腾讯混元科研人 员透露，面向AGI，混元将以语言模型为核心，探索多种模态融合，并将向深度、广度两方面持续推 进探索。（金融界） 3. 【百度多智能体协作App心响正式推出iOS版本】百度多智能体协作App心响日前正式推出iOS版 本，用户可在苹果应用商店搜索下载。至此心响App在安卓端与iOS端均已全量上线。据悉，心响App 是今年4月25日在Create2025百度AI开发者大会上推出的一款通用 ...

Core Viewpoint - The recent quarterly report from Baidu has positively influenced market sentiment, showcasing strong revenue and profit growth, particularly in its cloud and autonomous driving segments [1][4]. Group 1: Financial Performance - Baidu's total revenue for Q1 reached 32.5 billion yuan, with core net profit increasing by 48% year-on-year to 7.63 billion yuan [1]. - The cloud business exhibited impressive growth, with a year-on-year increase of 42% [3][17]. Group 2: Cloud Business Development - Baidu's cloud business has shown consistent growth over several quarters, driven by increased demand for AI-related cloud services [4][17]. - The launch of new large models, such as Wenxin 4.5 Turbo and Wenxin X1 Turbo, has enhanced Baidu's competitive edge by offering lower costs and superior performance compared to competitors [4][15]. Group 3: Autonomous Driving Segment - Baidu's autonomous driving service, "Luobo Kuaipao," provided over 1.4 million rides in Q1, marking a 75% year-on-year increase [7]. - The service has achieved significant safety milestones, with a cumulative testing mileage of over 130 million kilometers and an accident rate significantly lower than human drivers [9]. Group 4: Market Position and Future Outlook - Baidu is positioned as a leader in the AI application landscape, with expectations that 2025 will be a pivotal year for AI applications and autonomous driving [13][22]. - The company has established strategic partnerships, such as with Shenzhou, to enhance its autonomous driving rental services, indicating potential for commercialization [12]. Group 5: Investment Sentiment - Institutional investors are increasingly bullish on Baidu, with significant stock purchases noted from firms like Bridgewater and Fidelity, reflecting confidence in the company's growth prospects [21][22]. - The overall market sentiment is shifting towards companies with strong AI capabilities, with Baidu being a prime candidate for investment due to its robust performance and growth potential [22][23].

冰柜"暗战"：从肥宅快乐水到养生续命汤 23999元的鸿蒙电脑，值得买吗？ 5月19日，华为用两台笔记本电脑搅动了整个科技圈——一台是定价7999元起的MateBook Pro（常规 版），另一台是价格23999元-26999元的折叠屏电脑MateBook Fold（非凡大师版）。根据发布会信息来 看，这两款鸿蒙PC打的是四张牌：流畅、AI、互联、安全，但华为这步棋不是单纯卖电脑。鸿蒙电脑 的灵魂是鸿蒙操作系统。华为把"纯血鸿蒙"搬上PC，既把手机、平板、电脑等终端用同一套系统串成 了闭环，也拉高了国产操作系统的天花板。过去十年，Windows在中国市场几乎包揽了PC操作系统的 话语权，华为想要换种玩法。华为有可能用"纯血鸿蒙"改写PC市场吗？本文将从产品、系统、市场突 围难度三方面展开分析。详情>> 南向资金今年最大净流出，港股后市怎么走？ 近期港股为何频繁调整，持续震荡？一方面，港股特别是港股科技板块前期涨幅较大，估值或已部分透 支利好，短期技术性调整压力显现。而防御性板块比如银行、医药未能对冲科技股下跌对指数的拖累。 另一方面市场情绪在利好兑现后转为谨慎，部分资金选择高位离场，导致回调。Wind数据显示 ...

Core Insights - Manus has opened free registration, which aligns with the recent trend of "periodic silence and sporadic bursts" in AI news, leading to a surge in related discussions [1][3] - The product, previously controversial due to its "hunger marketing" strategy, is now accessible to all users, offering initial rewards and daily free points for usage [3][4] - Manus differentiates itself from other AI search products by requiring points for task execution, which may limit user engagement [3][4] Product Features - Manus is designed to integrate information effectively, showcasing a structured workflow that breaks down tasks into manageable components [5][17] - The platform emphasizes source tracing within its workflow, aiming to reduce AI hallucinations, a notable criticism of competitors like DeepSeek [5][9] - Users can generate comprehensive reports and detailed task lists, although the speed of processing remains a concern [14][16] Market Positioning - Manus is positioned as a pioneering general-purpose AI agent, indicating a shift in the AI landscape towards collaborative and outcome-driven models rather than just tool provision [20][21] - The recent AI summit highlighted a new consensus that the value of AI applications will surpass the models themselves, focusing on deliverables and results [20][21] - Manus's approach reflects a broader industry trend towards task planning and execution frameworks that leverage multiple intelligent agents [25][24]