转自：央视新闻客户端 "更新"是今年经济主要的变化之一，消费场景的"更新"、基础的设备"更新"、城市的"更新"，还包括人工智能技术的更新，这些"更新"持续激发中国经济的 活力，也为百姓带来"更新"的生活。今年，我国深入实施"人工智能+"行动，AI正在各行各业加速落地，AI+教育、AI+消费等等各种应用场景已经深度融入 咱们老百姓的日常工作和生活。那么，现在AI的应用又有哪些新鲜事？ AI成为亲密"学伴" 让教学更智能更高效 借助AI算法，这个机器能精准捕捉0.01摄氏度的细微温差，哪怕是手在书页上留下的短暂余温，都能被它清晰锁定。可以让森林防火、电网巡检、管线泄漏 监测等场景告别"盲区"。 在健身房中，AI技术正让传统器材焕发新生。这些健身器材，器械自动生成专属"运动处方"，比如阻力调到多重、动作幅度设定为多少度、做多少组等。屏 幕实时显示动作标准度提示，新手跟着指引就能练，为用户提供科学化、趣味化的健身体验。 总台记者 王利：目前我国人工智能技术迭代持续加速，从实验室到生产线，从供给侧到消费端，一场深刻变革正在悄然发生。我们先来看一下，教学大模 型是如何帮助老师们进行备课的。我们可以把传统的备课过程想象成老 ...

Investment Rating - The industry investment rating is "Maintain Overweight" [10] Core Viewpoints - The escalation of US-China trade tensions is expected to benefit domestic software, particularly in the foundational software sector, as the US imposes new tariffs and export controls on key software [2] - The introduction of the first policy document for large models in the government sector is expected to heat up the AI bidding market, with significant budgets allocated for various AI projects [3] - Major tech companies are accelerating their investments in embodied intelligence, indicating a global competition in robotics and AI applications [4] Summary by Sections Market Review - During the past week (October 6-12), the Shanghai Composite Index rose by 0.37%, while the ChiNext Index fell by 3.86%. The CSI 300 Index decreased by 0.51%, and the computer sector index (Shenwan) dropped by 1.83%, underperforming the Shanghai Composite by 2.20 percentage points and outperforming the ChiNext by 2.03 percentage points [1] Policy Developments - The Central Cyberspace Affairs Commission and the National Development and Reform Commission issued guidelines for the deployment and application of AI large models in government sectors, providing a framework for various applications [3] Industry Trends - The bidding market for AI large models in government is gaining momentum, with notable procurement announcements and significant budget allocations for projects in cities like Nanjing, Hangzhou, and Beijing [3] - Tech giants like Alibaba and companies like Sais and Volcano Engine are forming partnerships to advance embodied intelligence technologies, indicating a shift towards practical applications in the physical world [4] Investment Recommendations - Suggested companies to focus on include those in computing power such as Huafeng Technology, Shenling Environment, and Cambrian; in AIDC such as Kehua Data and Yunsai Zhili; and in AI applications like Kingsoft Office and iFlytek [10]

在本届大会展区，多家科技公司展出了智能体相关内容。腾讯展示的"反诈助手"通过演示还原用户遇到 诈骗问题时咨询"反诈助手"的场景，让现场观众沉浸式体验AI赋能反诈工作。 浪潮云洲工业互联网基础设施建设事业部副总经理李程告诉记者，面向企业数字化转型需求，浪潮云洲 打造了工业算网智能体工厂，通过"云—边—端"协同算力网络、可信计算全栈技术及智能体工程化生产 体系，打造"模型即服务、安全即能力、智能体即产品"的工业算网云网边端一体化全场景智能体产品矩 阵和工业大模型产品体系，面向用户提供行业应用550余个，服务16个行业近5000家企业。 目前，我国已建成全球规模最大的5G网络和千兆光网。上半年，5G基站总数达454.9万个，5G移动电话 用户达11.18亿户，千兆宽带用户达2.26亿户；移动互联网累计流量达1867亿GB，同比增长16.4%。 中国联合网络通信集团有限公司副总经理郝立谦介绍，中国联通面向政务领域，打造政务大模型和热线 智服、民意智办等智能体，实现简单问题自动处理、复杂工单智能分派。 7月23日至25日，2025（第二十四届）中国互联网大会在北京举行。工业和信息化部副部长张云明在会 上介绍，我国网络技 ...

Group 1 - The core theme of the event is "Empowering the Future of Cities with Large Models," focusing on the innovative applications and development prospects of large model technology in urban governance [1][2] - Qingdao's big data development management bureau emphasizes that large model technology is a core engine for building a digital Qingdao, aiming to enhance the intelligent level of government services through integrated management and service systems [2][4] - The event showcased various applications of large model technology in urban governance, including case studies on community management efficiency and AI-driven digital upgrades for enterprises [2][3] Group 2 - The interactive dialogue segment highlighted the collaboration among industry associations, enterprises, and research institutions, discussing challenges and solutions in enhancing urban service capabilities through large models [3] - The Qingdao big data development management bureau plans to continue promoting the inclusive application of large models in education, healthcare, and transportation, fostering a collaborative mechanism among government, enterprises, and citizens [4]

Core Insights - The global AI industry is accelerating towards a "deep empowerment" phase by 2025, with iFlytek Co., Ltd. leading the way through its Spark model, which is being applied across various sectors such as education, healthcare, and automotive [1][3]. Technology Breakthroughs - iFlytek has transitioned from a "follower" to a "leader" in AI technology, significantly increasing its R&D investment, which reached 3.827 billion yuan in 2023, accounting for 19.53% of its revenue [1]. - The company launched the "Feixing No. 1" computing cluster in October 2023, achieving a 94% average utilization rate for training large models [2]. - In January 2025, iFlytek introduced the Spark 4.0 Turbo model, which features advanced reasoning capabilities and aims to match the performance of OpenAI's latest models [2]. Industry Empowerment - iFlytek's Spark model has been widely adopted in various industries, with 91 projects won in the large model bidding market in 2024, totaling 848 million yuan [3]. - In healthcare, the Spark medical model has been implemented in over 60,000 grassroots medical institutions, providing more than 877 million AI-assisted diagnosis suggestions [3]. - In the financial sector, the Spark model serves as a digital foundation for several banks and insurance companies, enhancing their operational capabilities [3]. Educational Initiatives - iFlytek collaborates with educational institutions to develop AI teaching assistants, impacting over 10,000 teachers across more than 2,000 schools [4]. - The company has provided AI teaching solutions to over 1,000 schools in remote areas, demonstrating its commitment to educational equity [5]. Social Governance and Applications - iFlytek has established smart computing centers in various cities to support urban development and governance [5]. - The company has developed a governance model that significantly reduces processing times for public services, enhancing efficiency [6]. - iFlytek's AI applications in construction management have won awards for their innovative approach to digital management [6]. Conclusion - iFlytek's advancements in AI technology and its applications across multiple sectors position it as a key player in driving high-quality development and providing a model for AI empowerment in China [6].