作者 | 吴婷 以DeepSeek为代表的AI给了中国一次重估价值的机会，也给了国内城市一次重新洗牌的机会。 在AI领域，首都北京是无可置疑的全国第一，断崖式第一。 这么说吧，你能想到所有竞争层面，无论是人才、专利、企业、融资、大模型数量，北京都是全国第一，而且都占全国30%以上；去年北京AI核心产业规 模3000亿，占全国一半；北京有2400多家AI企业，约占全国四成；去年全国696起AI行业融资，北京占213起；全国200多款备案大模型，北京占123款， 光海淀就占了76款。 "北上广深"的一线格局，已经25年没变过了，接下来，会出现逆袭的AI黑马城市吗？ 今天我带你挨个梳理一遍，各个城市的发展情况。 先从国家的顶层设计讲起，早在2017年，国务院就提出"三步走"战略： 到2020年，AI技术和应用与世界先进水平同步，核心产业规模1500亿，带动相关产业规模1万亿； 到2025年，AI基础理论实现重大突破，核心产业4000亿，带动产业5万亿； 到2030年，AI理论、技术、应用都世界领先，核心产业1万亿，带动产业10万亿。 现在回看，发现这份规划还是保守了。单说实打实的产业规模，根据工信部数据，截至202 ...

7月4日，微博认证为"格力电器市场总监"的朱磊发微博称，"董明珠的影响力不来自于财富，来自于她所创造的财富。"发文配了一张董明珠出席两会时的 照片以及董明珠在任格力董事长期间纳税的金额和向股民的分红以及格力的专利数量。 董明珠15年来首次落榜《财富》女性榜引发关注。 《财富》杂志于近日发布了2025年中国最具影响力的商界女性榜单，立讯精密董事长王来春连续第三年位居榜首，华为副董事长孟女士、小鹏汽车总裁王 凤英、字节跳动首席财务官高准、宏胜饮料集团总裁宗馥莉、拼多多首席运营官顾娉娉等入选了该榜单，今年榜单最大的意外就是格力董事长董明珠15年 来首次落榜。 朱磊回应媒体称，微博发文确实是因为《财富》杂志榜单一事有感而发。并强调"《财富》杂志是第三方，有自己的评价体系，格力方面不在意这个事 情。"但不少网友评论称如果真不在意的话，都不会正面回应这个事。 近期的董明珠舆情较多，格力业绩也面临挑战，这次榜单依然引发了公众对格力的关注。 立讯精密王来春霸榜 开始于2010年的《财富》中国最具影响力的商界女性榜单，旨在呈现中国商界女性领导者的智慧、勇气、坚持与信心。也成为众多女性创业者的一大荣 耀。且每年评选的主题不同，今 ...

Group 1 - The report indicates that the external uncertainty from tariffs is expected to gradually spread, with the U.S. "reciprocal tariffs" 90-day deadline approaching, suggesting that most economies may struggle to resolve tariff issues within this timeframe [4][13][15] - The domestic policy is anticipated to remain proactive yet restrained, with the need to maintain sufficient policy space to address potential extreme risk scenarios while avoiding excessive short-term stimulus that could disrupt long-term goals [30][32][38] Group 2 - The report highlights that the improvement in domestic demand is a key driver for economic and corporate profit recovery, with expectations that consumer confidence will continue to rise due to the rebound in residents' income and wealth effects [77][78][83] - The real estate sector is showing signs of gradual recovery, with new home sales and land transaction data improving, indicating a potential positive impact on the overall economy [83][88][91] Group 3 - The report emphasizes that the capital market's liquidity remains high, with a significant number of stocks experiencing substantial gains, which has fostered a strong investment sentiment among individual investors [116][122][134] - The importance of the equity market is underscored by ongoing policy support aimed at enhancing residents' property income and maintaining market stability [136]

Group 1: AI Industry Development - The AI industry follows a "technology-hardware-terminal-application" development model, with a shift from communication networks to large model theoretical research[1] - Domestic chip manufacturers are accelerating technological breakthroughs, enhancing the application ecosystem, and driving the deep integration of generative AI across multiple industries[2] - The global large model technology is entering a deep competitive phase, with differentiated development paths between China and the US[2] Group 2: AI Chip and Hardware Investment - AI chips are the cornerstone of the large model industry, characterized by long R&D cycles, high technical barriers, and significant investment costs[2] - China has established a basic layout in GPU, ASIC, and FPGA chips, meeting standards for various application scenarios[2] - Investment opportunities exist in the AI industry chain, including optical modules, power distribution technology, and liquid cooling technology[2] Group 3: Market Trends and Opportunities - The domestic AI industry is experiencing a strategic transformation from "software-hardware decoupling" to "full-stack collaboration"[2] - The market for AI software ecosystems is still dominated by foreign open-source frameworks, but domestic companies are accelerating their AI ecosystem layout[2] - The procurement rate of domestic large models in key industries like finance and telecommunications has exceeded 45%[2] Group 4: Risks and Challenges - Risks include slower-than-expected technological iterations, industry growth rates, and potential policy risks[2] - The need for high-quality data and standards in model training remains a challenge for the domestic AI industry[2]

深圳华强实业股份有限公司 投资者关系活动记录表 证券代码：000062 证券简称：深圳华强 编号：2025-008 投资者关系活动 类别 ■特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 活动参与人员 盈怀基金韩洲枫 时间 2025年7月9日 地点 深圳华强会议室 形式 线下 上市公司接待人 员姓名 董事会秘书：王瑛 交流内容及具体 问答记录 首先董事会秘书介绍了公司业务、经营情况及核心竞争力等内容， 随后就调研人员关注的问题进行了交流，主要包括： 1、电子元器件是否有涨价趋势 电子元器件的价格在2023年和2024年经历了两年的下行，大部分电 子元器件的价格已经处于底部，而且这几年激烈的价格竞争，不断推动 上游芯片设计行业加速洗牌和过剩产能出清进程。在这种背景下，行业 内优质原厂有调涨价格的动因和可能性，但涨价时间、能否形成广泛趋 势有待进一步观察。 2、公司与海思的合作情况 公司是海思的主要授权分销商之一，代理分销其各类IC产品。近年 来，海思陆续推出新产品，公司持续加大海思产品的应用方案研发与推 广力度，促进海思产品的市场拓展。2024年以及今年一季度 ...

Investment Rating - The report rates the computer industry as "Outperform" [1] Core Insights - The computer industry continues to follow core trends of AI, localization, and robotics, with significant developments from Huawei, Hong Kong's digital asset policies, and Xiaomi's product launches [3][18] - Huawei's Developer Conference introduced HarmonyOS 6 and new AI cloud services, marking a new phase for the HarmonyOS ecosystem [3][18] - Hong Kong's Digital Asset Development Policy 2.0 aims to establish the region as a global hub for digital assets, emphasizing blockchain's role in enhancing financial transactions [3][19] - Xiaomi's YU7 model achieved remarkable pre-order success, indicating strong market demand and the company's commitment to R&D investment [3][20] Summary by Relevant Sections Huawei Developer Conference - The conference showcased HarmonyOS 6, with over 40 devices now running the system and more than 9000 applications in development [3][18] Hong Kong Digital Asset Policy - The new policy aims to create a diverse digital asset ecosystem, enhancing Hong Kong's position as a leading international financial center [3][19] Xiaomi Product Launch - Xiaomi's YU7 model received over 200,000 pre-orders within 3 minutes, highlighting its market impact and the company's future R&D investment plans [3][20] Key Companies to Watch - The report highlights key companies in the sector, including Empyrean Technology, Dameng Data, Beijing Kingsoft Office Software, Newland Digital Technology, Jiangsu Tongxingbao, Kingdee International, and Huhu Information [3][18]

日前，第十八届中国智慧城市大会在湖北武汉举行，"2025智慧城市先锋榜"系列榜单出炉，钦州市数字底座建设案例荣获优秀案例二等奖，是广西唯一获 奖案例。 颁奖现场 中国智慧城市大会创办于2001年，由中国测绘学会会同中国服务贸易协会、中国遥感委员会共同主办，是我国智慧城市领域规格高、规模大、影响力广的 行业盛会。 近年来，钦州市深入贯彻落实党中央、国务院关于推动人工智能发展战略部署和自治区党委、政府关于以"人工智能+"赋能千行百业等决策部署，加快推 动智慧城市建设，积极构建稳定可靠、集约高效、自主可控、安全可信、开放兼容的"城市服务能力体系"框架，打造了以"一云一脑一中心"为核心的钦州 市数字底座，不断提升城市智慧化、精细化管理水平。 钦州市"城市大脑"平台架构图 依托"钦点即到"小程序，自主开发了钦州市"城市大脑"平台，搭建了钦州市城市大脑运营指挥中心，全面整合雪亮工程、智慧食安、智慧应急等30多个现 有系统，成为广西首个依托本地昇腾算力、深度融合国产大模型DeepSeek的城市智慧管理平台。建设了"共享单车监管""扫码入企""政务服务云端预 约""矛盾调解""智慧门牌"等多个子系统，并开发了超过60项人工智 ...

网友看着 "7年从研究员变主任" 的晋升速度，突然懂了：原来搞AI不如搞关系，写代码不如抢功劳。 王云鹤的职场路，比盘古大模型的宣传还魔幻。2018年博士毕业进华为，2025年就坐上诺亚方舟实验室 主任位置，7年时间完成别人20年的爬升。这一位置的前任包括大家耳熟能详的杨强、李航等，王云鹤 可谓德不配位）。 《讨贼檄文》里说他是 "诺亚方舟的祁同伟"，靠 "给人家捻发票捻得好" 上位，这话损归损，却戳中了 科技圈的痛点——有人熬夜写代码，有人靠 PPT 邀功，显然王主任属于后者。 GitHub上一篇《讨贼王云鹤檄文》，把华为盘古大模型搅成了一锅浑水。 2500字长文字字带刀：王云鹤靠剽窃同事成果上位，用英伟达芯片冒充国产训练，套壳阿里千问假装自 研——这哪是AI圈的瓜，分明是《甄嬛传》职场版，只不过后宫换成了实验室，争宠变成了抢模型。 | | | Solutions . Resources . Open Source . Enterprise . Pricing | | Q Sign in | | --- | --- | --- | --- | --- | | | | A Notifications 9 kn ...

Strategy Overview - The report emphasizes the upcoming release of GPT-5 in summer 2025, which is expected to catalyze the AI industry by transitioning from a general language model to a multi-task agent, enhancing market dynamics [2][3][20] - The AI industry chain is experiencing a positive trend, with both domestic and overseas computing power performance improving, indicating a favorable environment for investment in sectors such as optical communication, servers, computing chips, cloud computing, and AI agents [2][7][20] Key Events Tracking - GPT-5 is anticipated to support multiple input modalities including voice, images, code, and video, marking a significant advancement over previous models [3][20] - Huawei's CloudMatrix 384 AI cloud service has achieved performance levels comparable to NVIDIA's flagship products, indicating a milestone in China's AI infrastructure capabilities [4][8] - Xiaomi has launched its first AI glasses, which are lightweight and feature advanced functionalities, signaling the entry of major consumer electronics players into the AI end-product market [4][12] AI Industry Chain Performance - The AI industry chain is in a verification phase of upward momentum, with significant growth in AI glasses and AI mobile products expected to drive the end-side industry chain [2][12] - In Q1 2025, global AI glasses sales surged by 216% year-on-year, driven by new product launches from various manufacturers, including Xiaomi [12][13] - The performance of overseas AI applications has been strong, with companies like Palantir and Tempus showing impressive revenue growth, which may catalyze further investment in AI applications [20] Computing Power Infrastructure - The demand for overseas computing power remains robust, with major cloud providers reporting significant capital expenditures, indicating sustained growth in the sector [7][8] - Domestic computing power performance is strengthening, with local chip manufacturers seeing increased orders and inventory, suggesting a recovery in the domestic computing power industry chain [7][8] - Huawei's AI computing cluster has surpassed NVIDIA's in several key performance metrics, showcasing advancements in China's AI infrastructure [8][10] AI Application Trends - The report highlights the emergence of AI agents as a core form of productivity and interaction, with major tech companies like Microsoft and Google focusing on developing AI agent capabilities [20] - The anticipated release of GPT-5 is expected to further catalyze the AI application sector, enhancing the capabilities of AI agents and their integration into various applications [20]

Group 1: US-China Trade Negotiations - The US and China reached partial agreement on export controls, with the US lifting restrictions on EDA software and certain aerospace products, while China eased some rare earth controls[2] - The core issues in the negotiations include a 20% tariff on fentanyl and a 24% deferred tariff, with expectations that the 20% tariff may be reduced, but the 24% tariff will require longer negotiations[3] - The deadline for observing the outcome of the fentanyl tariff discussions is July 9, with significant implications for future negotiations[3] Group 2: US Trade Agreements with Other Countries - The US has reached trade agreements with Vietnam and Cambodia, but negotiations with the EU, Japan, India, and Canada have not made significant progress[4] - The agreement with Vietnam includes a 40% tariff on transshipment trade, which may set a precedent for future agreements that include unfavorable terms for China[4] - The US is expected to adopt a strategy of "increasing some tariffs while delaying others" to exert pressure on trade partners[4] Group 3: Potential Risks and Future Developments - There is a risk that the US will impose high tariffs on specific countries and industries, particularly if the trade negotiations do not progress favorably[6] - The US is conducting a 232 investigation into ten strategic products, with tariffs already in place for steel (50%) and aluminum (25%), which could lead to a baseline tariff structure of 10% plus additional tariffs for key industries[5] - Future developments to watch include the progress of US-China trade agreements, the outcome of negotiations with other major economies, and potential new conflicts in the Middle East[5]