人民财讯8月26日电，国务院印发《关于深入实施"人工智能+"行动的意见》，其中提出，拓展服务消费 新场景。培育覆盖更广、内容更丰富的智能服务业态，加快发展提效型、陪伴型等智能原生应用，支持 开辟智能助理等服务新入口。加强智能消费基础设施建设，提升文娱、电商、家政、物业、出行、养 老、托育等生活服务品质，拓展体验消费、个性消费、认知和情感消费等服务消费新场景。 ...

Core Viewpoint - The rapid development of AI has transformed it from a mere tool into an emotional companion, raising questions about the authenticity of the emotional support it provides and the potential consequences for human interaction and emotional health [2][4][10]. Group 1: AI as an Emotional Companion - AI has evolved to fulfill roles traditionally held by humans, such as providing emotional support and companionship, especially during times of loneliness and distress [2][5]. - The ability of AI to offer emotional value is rooted in its training models and operational logic, utilizing vast datasets to simulate human-like interactions [6][7]. - AI's responses can often feel more understanding than those from real friends, leading to a false sense of emotional connection [6][7]. Group 2: Emotional Dependency and Its Consequences - The interaction with AI creates a high-response relationship, leading to a sense of being spoiled and potentially causing individuals to struggle with real-life interpersonal relationships [11]. - As AI takes over more cognitive tasks, there is a risk of humans becoming passive recipients of information and losing their critical thinking abilities [12]. - The rise of virtual connections through AI may lead to a decline in genuine human interactions, as individuals may prefer the conflict-free environment AI provides [13][14]. Group 3: The Reversal of Human and Tool Dynamics - AI, originally designed to empower humans, may lead to a reversal where humans become dependent on AI for emotional and cognitive functions, resulting in a decline in human agency [16]. - The increasing intelligence of AI contrasts with a potential decline in human capabilities, creating a widening gap between technology and human skills [16]. Group 4: Recommendations for Healthy Coexistence with AI - It is essential to redefine the perception of AI as a tool rather than a companion, emphasizing its role in enhancing human capabilities without replacing them [20]. - There is a need to focus on developing critical thinking, emotional regulation, and interpersonal skills to counteract the passive tendencies fostered by AI [21]. - Establishing clear boundaries regarding the use of emotional data by AI is crucial to prevent manipulation and dependency, ensuring that AI serves to promote human growth rather than replace it [23][24].

Core Insights - Artificial intelligence (AI) is significantly transforming the education sector, with the Ministry of Education in China releasing guidelines to promote AI integration across all educational stages [1][14] - Schools are adopting AI technologies to enhance teaching methods and create personalized learning experiences for students [3][5][14] Group 1: AI Integration in Primary Education - At the Changsha Xiangjiang New District Leifeng New City Experimental Primary School, AI assistants are used in English classes to provide real-time feedback on students' pronunciation, rewarding them with "stars" based on performance [3][5] - The school has been recognized as an AI education base by the Ministry of Education, collaborating with tech companies to implement intelligent voice and image recognition technologies in classrooms [5][7] - AI applications have expanded to various subjects, including a system that tracks students' physical activities and generates customized exercise prescriptions [5][7] Group 2: AI in Vocational Education - In vocational colleges, AI is integrated into course design and practical training, as seen at Shenzhen Polytechnic, where AI assistants help students understand complex projects through detailed step-by-step instructions [9][11] - AI aids in real-time problem-solving during practical sessions, providing students with immediate feedback and guidance based on their performance [11] Group 3: AI in Higher Education - Higher education institutions like Beijing Institute of Technology are utilizing AI to enhance teaching quality by automatically generating knowledge maps and analyzing classroom interactions [13][14] - The emergence of intelligent assistants and platforms is facilitating personalized education and improving the overall learning experience for both students and teachers [14] Group 4: Future of AI in Education - The development of large AI models is revolutionizing educational practices, promoting personalized learning and digital transformation in the education sector [14][16] - Experts emphasize that AI should not replace teachers but rather empower them to innovate and enhance educational outcomes, while also addressing ethical challenges such as data privacy and algorithmic bias [16]

Investment Rating - The report maintains an "Outperform" rating for the company [1] Core Views - The company is currently in a transformation phase, facing overall pressure, but AI empowerment is expected to drive future growth [1] - The company's revenue for 2024 is reported at 9.153 billion yuan, a decrease of 6.6% year-on-year, with a net loss of 2.061 billion yuan, which is an increase in loss compared to the previous year [6] - The decline in revenue is attributed to delayed customer demand and the impact of transitioning to a subscription business model [6] - The company’s cloud service revenue for 2024 is 6.85 billion yuan, a decrease of 3.4% year-on-year, while subscription revenue has grown by 26% [6] - The company has launched an enterprise service model, YonGPT2.0, focusing on AI and agent technologies, which are seen as strategic priorities for future growth [6] - The long-term growth potential is supported by the successful advancement of cloud business and AI initiatives, despite short-term challenges [6] Financial Data and Profit Forecast - Total revenue projections for 2025-2027 are 10.505 billion, 12.187 billion, and 14.181 billion yuan respectively, with expected growth rates of 14.8%, 16.0%, and 16.4% [5] - The forecasted net profit for 2025 is 101 million yuan, with significant improvements expected in subsequent years, reaching 410 million yuan in 2026 and 838 million yuan in 2027 [5] - The company’s gross margin is projected to stabilize around 49.4% in 2025, improving to 51.6% by 2027 [5] - The return on equity (ROE) is expected to turn positive by 2025, reaching 1.2% and improving to 8.7% by 2027 [5]

秘塔完成 1 亿元新融资，投后估值达 1.5 亿美元，主打 AI 搜索。 文丨王与桐 编辑丨程曼祺 我们独家获悉，秘塔科技近期完成了超 1 亿元人民币的新一轮融资，由蚂蚁集团领投、光速光合跟投 本轮投后估值达 1.5 亿美元。秘塔之前的老股东有明势资本、猎豹移动和丰元资本等。 据了解，百度、腾讯等大型科技公司也曾在这轮融资期间与秘塔接触，最终蚂蚁与秘塔达成交易。去年以 来，蚂蚁集团在 AI 领域已至少投资 6 家公司，包括大模型公司智谱 AI、月之暗面，视频生成公司爱诗科 技、生数科技 ，AI 芯片公司墨芯和最新的秘塔。 除投资外，蚂蚁去年发布了自研的 "百灵" 多模态大模型，今年初成立 AI 新部门 "NextEvo"，4 月在支付 宝上线 "智能助理" 功能。蚂蚁集团董事长兼 CEO 井贤栋今年在世界人工智能大会上说，蚂蚁的 AI 战略 是发展 "专业智能体"，即拥有金融、医疗等专业知识的 AI。 秘塔创始人闵可锐是一位连续创业者，2012 年他联合创立了自然语言技术供应商 "玻森数据"，任 CTO，该 公司后在 2015 年被蚂蚁收购。2017 年，闵可锐加入猎豹移动任首席科学家。 2018 年 4 月 ...