日日新 V6.5

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香港施政报告强调推动AI发展 相关概念股集体爆发
Zheng Quan Shi Bao Wang· 2025-09-18 04:22
9月17日,香港特区行政长官李家超在立法会发表2025年《施政报告》,多次强调人工智能(AI)的战略 地位,提出强化科研、资金、数据和应用等多方面优势。受此刺激,港股AI概念股今天集体爆发,其 中商汤大涨15.79%,重新回归千亿市值。百度、有赞、第四范式、金山云、万国数据、微盟集团等AI 概念股的涨幅也均超过5%。 在利好的刺激下,商汤股价在9月17日大幅上涨,成为当日恒生科技指数成分股中涨幅最高的股票,市 值更是突破1000亿港元,达1021亿港元。 上海人工智能实验室权威评测平台OpenCompass发布的多模态大模型学术榜单显示,最新数据表明,商 汤"日日新 V6.5"多模态大模型以82.2的综合成绩荣登榜首,领先Gemini 2.5 Pro 以及 GPT-5等国际顶尖 模型 ,成为目前全球综合能力最强的多模态大模型之一。据介绍,"日日新 V6.5"是商汤以多模态为技 术主轴下的最新成果,在国内率先突破 "图文交错思维链" 技术,"日日新 V6.5"能够像人一样,实现逻 辑思维和形象思维的结合,可将部分思考过程转化为图形化表达,具备真正的多模态思考能力,成为中 国首个拥有形象思维,实现图文交错思维的商 ...
商汤上半年营收24亿,亏损收窄50%
Guan Cha Zhe Wang· 2025-08-28 13:04
8月28日,商汤集团股份有限公司(简称"商汤集团")发布截至2025年6月30日止六个月的中期业绩公 告。 2025年上半年,商汤集团总收入同比增长36%,达人民币24亿元,业绩超出市场预期;其中,生成式AI 收入连续第三年高速增长,增幅达73%;经调整亏损净额同比和环比均大幅收窄至11.6亿元,同比下降 50%;贸易应收回款额32亿元,以96%大幅提升,达历史新高。截至2025年上半年,集团的总现金储备 达132亿元。 商汤科技董事长兼首席执行官徐立表示:"在国务院发布《关于深入实施"人工智能+"行动的意见》重要 举措的背景下,商汤紧抓落地机遇,深耕行业领域,以生成式AI与视觉AI为双引擎,使商汤在继续保 持视觉AI龙头地位基础上,抓住生成式AI 所带来的历史性窗口,为员工、客户和股东持续创造价值。" 2025年上半年,商汤持续深化"1+X"战略并取得实质性进展。「1+X」以生成式AI与视觉AI作为「1」 的核心业务,亦是双引擎,而「X」代表的X创新业务板块以孵化创新生态为核心战略,聚焦智能驾 驶、智慧医疗、家用机器人、智慧零售等四个赛道。 期内,生成式AI占商汤收入进一步提升至77%,大模型应用围绕"生产 ...
人工智能月度跟踪:WAIC2025聚焦多种大模型、AI算力芯片和服务器-20250818
Shanghai Aijian Securities· 2025-08-18 11:01
Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1]. Core Insights - The WAIC 2025 showcased advancements in AI models, computing chips, and server technologies, indicating a robust growth trajectory for the domestic AI industry [2][5]. - Domestic AI models and intelligent agents are rapidly evolving, with significant improvements in performance and cost efficiency [10][19]. - The report emphasizes the importance of long-term investment opportunities in the domestic AI supply chain, despite external challenges [2][8]. Summary by Sections WAIC 2025 Highlights - WAIC 2025 focused on AI models, computing chips, and servers, featuring top tech companies and innovations [5][6]. - Key products included the Step-3 model by Jieyue Star, SenseNova V6.5 by SenseTime, and Tencent's Hunyuan 3D World Model, showcasing advancements in multi-modal capabilities [10][19][25]. Domestic AI Model Developments - Jieyue Star's Step-3 model achieved state-of-the-art results in various benchmarks, with a total parameter count of 321 billion and activation parameters of 38 billion [11][12]. - SenseTime's SenseNova V6.5 model demonstrated a threefold improvement in cost-performance ratio compared to its predecessor [21][23]. - Tencent's Hunyuan 3D World Model 1.0 gained over 2.3 million downloads, highlighting its popularity and effectiveness in generating editable virtual worlds [25][28]. GPU Innovations - Muxi's flagship GPU, Xiyun C600, represents a significant breakthrough in domestic high-performance GPUs, featuring a complete supply chain and advanced capabilities [7][42]. - Huawei's Cloud Matrix 384, equipped with Ascend 910C chips, offers 300 PFLOPs of computing power, suitable for large model inference and training [46][50]. Investment Opportunities - The report suggests that the domestic AI industry is progressing in multiple areas, including model capabilities and hardware specifications, making it a worthwhile investment focus [2][8].