7月28日，上海市经济和信息化委员会发布的《上海市进一步扩大人工智能应用的若干措施》(以下简称 《若干措施》)提出，"降低智能算力使用成本。发放6亿元算力券，加强算力调度平台建设，体系化支 持企业研发和应用大模型，加快大模型生态空间集聚"。 算力券从聚焦智能算力转向同时涵盖智能算力和超算算力，是政策设计对算力产业发展新趋势的精准回 应。郭涛表示，一方面，大模型参数爆发式增长催生混合精度训练需求，单一架构难以满足全场景要 求；另一方面，气候模拟、生物医药等领域的科研攻关以及产业的深度转型升级亟须超算算力提供有力 支撑。 算力券是地方层面培育数字经济优势、构建人工智能(AI)产业生态的重要切入点，如今，促进算力券与 其它奖补措施有机结合的举措已成为热门选择。 例如，今年上半年，芜湖市数据资源管理局先后发布《芜湖市"数据券"实施细则(试行)》《芜湖市人工 智能"算力券"实施细则(试行)》，明确了数据券、算力券的申报与兑付程序。《若干措施》提出，"推动 建设高密度、低成本的人工智能产业集聚区，市区协同给予配套支持，向符合条件的创新型企业发放最 高100%支持的100万元算力券、100万元模型券、100万元语料券补贴" ...

发放6亿元算力券、3亿元模型券、1亿元语料券，以真金白银从算力、数据等方面给予人工智能企业实 实在在的支持。 7月29日，上海市经信委发布《上海市进一步扩大人工智能应用的若干措施》（下称"人工智能12 条"），从12个方面送上政策"大礼包"，支持上海人工智能发展。 6亿元算力券，降低算力使用成本 2025年一季度，上海全市规上人工智能产业规模超过1180亿元，同比增长29%，利润增长65%，成为拉 动全市经济增长的新引擎。 此次政策涵盖了降低智能算力使用成本、扩大人工智能大模型应用、开展关键技术创新等共12项内容， 几乎每条都涉及具体的支持金额。 "人工智能12条"明确，上海要降低智能算力使用成本。 比如，发放6亿元算力券，加强算力调度平台建设，体系化支持企业研发和应用大模型，加快大模型生 态空间集聚。对租用智能算力的主体，市级给予最高30%租金补贴，并推荐申报国家智能券补贴，按 照"补早补小"原则，市区协同给予最多1年、最高100%的租金补贴。对自主智能算力设施部署项目，给 予最高10%建设支持，加速培育人工智能自主生态。 记者了解到，在2025世界人工智能大会期间，上海市智能算力资源统筹调度服务平台（简称 ...

进入7月份，A股市场出现了向上突破的行情，连续突破3500点和3600点两大整数关口，随后出现了震 荡走势。近日，高盛将未来12个月MSCI中国指数的目标从85上调至90。外资对A股未来走势纷纷转 多，这体现出在稳经济增长政策逐步落地显效、经济数据出现一定改善的背景下，资本市场得到了积极 回应，外资纷纷加大了对中国资产的配置比例，中国资产有望迎来估值修复的机会。 从经济转型的角度来看，以人形机器人、物联网、算力、半导体为代表的前沿方向的科技创新迎来了发 展机会。全国工业和信息化主管部门负责同志座谈会在京召开，座谈会提到制定《增强消费品供需适配 性助力扩大消费行动方案》，启动促进工业新兴产业发展、培育壮大新动能行动。完善人形机器人、物 联网、高端仪器仪表等产业发展政策，加强光伏等重点行业治理，以标准提升倒逼落后产能退出。这也 有利于产能过剩较大的行业出现回暖，特别是上市公司受益明显，因为上市公司一般是行业内技术较为 领先、具有较大优势的企业，反对内卷有利于这些上市公司业绩回升。 此外，上海市经济信息化委印发《上海市进一步扩大人工智能应用的若干措施》，其中提到降低智能算 力使用成本，发放6亿元算力券；扩大人工智能 ...

多则利好消息引发市场关注！ 近日，高盛将未来12个月MSCI中国指数的目标从85上调至90。同时，高盛将保险与材料板块评级上调至"增 持"。 高盛上调MSCI中国指数目标 周一（7月28日），国际知名投行高盛上调了对中国股市的目标，将MSCI中国指数的12个月目标点位从85点上 调至90点。这意味着，MSCI中国指数较最新收盘价还有10%~11%的上涨空间。此外，高盛维持对中国股 市"超配"的立场。 年初至今，MSCI中国指数已上涨超过25%。在此背景下，高盛将投资策略转向聚焦个股，将保险和材料板块 的投资决策上调至"增持"，但对银行与房地产保持谨慎态度。 高盛指出，中国股市近期突破震荡区间，MSCI中国指数与沪深300指数分别创下四年新高和年内高点。其中， 国际贸易紧张局势的缓和是关键因素，其他利好因素包括二季度GDP数据强劲、部分重点行业"反内卷"、港股 IPO市场复苏等。更重要的是，外资对中资股兴趣增加。 高盛6月及7月的全球路演回馈显示，投资者对中资股的兴趣已攀升至近年高位，主要得益于投资者对美国市场 的多元化投资需求、人民币升值的可能性、DeepSeek等人工智能模型或AI应用的涌现、中资股估值较全 ...

Group 1 - Lankai Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with joint sponsors including CICC, Morgan Stanley, and UBS [1] - The Chinese government announced a childcare subsidy plan, providing 3,600 yuan per child per year for children under three years old starting January 1, 2025 [2] - The Pacific island nation of Tuvalu plans to migrate its entire population due to climate change, with over 80% of residents applying for climate visas to Australia [3] Group 2 - BOSS Zhipin responded to reports of vulgar content on its platform, confirming that the offending account was operated by a male impersonating a female job seeker [4][5] - The U.S. stock market showed mixed results, with Tesla shares rising over 3% while many Chinese concept stocks declined [6] - Japan's chief negotiator indicated that only 1-2% of a recently agreed $550 billion U.S. fund will be used for investments, with most allocated as loans [7] Group 3 - The Chongqing case involving the tragic death of two children saw the auction of the related property postponed again [8] - The CEO of居然智家, Wang Linpeng, passed away, with the company stating that daily operations will continue normally under the management team [9] - NASA discovered a significant gold deposit on asteroid 16 Psyche, estimated to be worth 700 trillion euros, raising concerns about potential economic impacts [10] Group 4 - The Chinese market supervision authority emphasized the need to regulate low-quality and low-price competition among enterprises [11] - The代工厂商白家阿宽 issued an apology for quality issues with a product, recalling affected batches due to contamination [12] - 达华智能 is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [13] Group 5 - Xiaopeng Motors' vice president refuted rumors about reintroducing laser radar in their vehicles, stating that legal actions will be taken against false reports [14] - The first Apple Store in Dalian will close, marking Apple's first closure of a direct store in China, attributed to declining foot traffic [15] - Samsung secured a $16.5 billion chip supply contract with Tesla, which is expected to boost Samsung's struggling foundry business [16] Group 6 - Tata Consultancy Services announced plans to lay off approximately 12,000 employees due to declining industry demand [17] - Russian International Airlines reported operational disruptions due to a failure in its information systems [18] - South Korea's housing prices outside the capital region fell, while prices in Seoul increased by 0.39% in the first half of 2025 [19] Group 7 - The National Taxation Administration of China reported over 360 cases of tax evasion by internet anchors since 2021, recovering over 3 billion yuan in taxes [20] - Shanghai announced measures to support AI talent and startups, including rent reductions and financial subsidies [21] - A new multimodal dream brain-computer interface device was launched, aimed at improving sleep quality and anxiety management [22]

《育儿补贴制度实施方案》公布，从2025年1月1日起，无论一孩、二孩、三孩，每年均可领取3600元补 贴，直至年满3周岁 光库科技：拟购买安捷讯控制权，股票今起停牌 上纬新材：公司股票交易价格已严重脱离目前基本面情况 今日提示 北交所新股酉立智能(920007)今日申购，发行价为23.99元/股。 央行公开市场今日有2148亿元7天期逆回购到期。 新一轮成品油调价窗口将于今日24时开启。 中证指数修订中证人工智能产业指数、中证银发经济主题指数、中证老年消费主题指数等3条指数编制 方案，今日实施。 首届北京智能康养机器人应用大赛今日在北京举办。 CBTC2025上海国际储能及锂电池技术展览会7月29日至31日举办。 2025第二十三届中国智能工厂展览会暨上海国际工业自动化及机器人展览会7月29日至31日举办。 1.据新华社7月28日消息，近日，中共中央办公厅、国务院办公厅印发了《育儿补贴制度实施方案》。 根据方案，从2025年1月1日起，无论一孩、二孩、三孩，每年均可领取3600元补贴，直至年满3周岁。 根据方案，补贴对象为从2025年1月1日起，符合法律法规规定生育的3周岁以下婴幼儿。 2025年1月1日前出 ...

陈杰表示，本届大会是一个汇聚全球成果、发出中国声音、贡献上海智慧，集中展现人工智能产业发展 生态的大会。具体表现为：一是构建全球治理新平台。大会发布五项重要成果——全球人工智能创新治 理中心启动、《中国智·惠世界（2025）》案例集、《人工智能开源合作倡议》、全民早期预警中国方 案、《人工智能全球治理行动计划》。二是开辟技术探索新前沿。围绕AI基础设施、科学智能、智能 终端、赋能新型工业化等主题，举办超百余场论坛；特别设立"科学之问、数学之问、模型之问"三大前 沿议题，探讨AI技术新架构、落地赋能新模式。三是打造产业生态新范式。创新设立"创投孵化"核心板 块，打造企业供需对接平台。 ◎记者 宋薇萍 7月28日，2025世界人工智能大会（WAIC）圆满闭幕，各项指标均创历史新高：线下参观人数突破30.5 万人次，全网流量超23.6亿，较上届增长21.6%；100余款"全球首发""中国首秀"产品亮相；大会共签约 32个项目，总投资额达450亿元，达成意向采购金额162亿元…… 当天，上海市经信委还印发《上海市进一步扩大人工智能应用的若干措施》（即"人工智能12条"），提 出要发放6亿元算力券、3亿元模型券、1亿元 ...

Core Viewpoint - Guangzhou Development Zone has introduced a series of supportive policies aimed at promoting high-quality development in the artificial intelligence, embodied intelligence, integrated circuits, ultra-high-definition video, and new display industries, with a total investment fund of 5 billion yuan established to support innovation and entrepreneurship in strategic emerging industries [1][10]. Group 1: Policy Measures - The "Artificial Intelligence + Robotics" policy measures include the issuance of "computing power vouchers," "model vouchers," "scenario vouchers," and "data vouchers" to enhance infrastructure, create a diverse industrial ecosystem, promote application demonstrations, and improve data support systems [4][6]. - The measures encourage enterprises to build trustworthy data spaces based on actual application scenarios and promote data resource assetization and innovation [4][6]. Group 2: Industry Development - The Guangzhou Development Zone has gathered 219 key enterprises in the artificial intelligence sector, with an industry scale exceeding 50 billion yuan, and has established nearly 10,000 P of intelligent computing power [5][10]. - In the integrated circuit sector, over 150 upstream and downstream enterprises have been developed, with an industry scale nearing 30 billion yuan, and the area is home to several leading research institutions and companies [10][11]. - The new display industry is a pillar industry for the Guangzhou Development Zone, with an expected output value exceeding 150 billion yuan in 2024, accounting for over 76% of the panel production capacity in Guangzhou [10][11]. Group 3: Investment and Innovation - The Guangzhou Development Zone has over 900 venture capital institutions with a total fund management scale exceeding 270 billion yuan, and has established pilot equity investment funds totaling over 12 billion yuan to support key enterprises in the integrated circuit sector [11]. - The area has gathered 1,429 research institutions and over 3,000 high-tech enterprises, with a research and development investment intensity of 6.81%, ranking it among the top in the country for technological innovation capabilities [11].

Core Viewpoint - Shandong Province is investing 1 billion RMB to support the development of artificial intelligence (AI) through various policies and initiatives, extending support until the end of 2026 [1][3]. Group 1: Financial Support and Policies - The Shandong Provincial Development and Reform Commission announced a total of 1 billion RMB to support key AI clusters, platforms, enterprises, and projects [1]. - The support includes innovative policies such as "computing power vouchers," "model vouchers," "corpus vouchers," and "data sets" to strengthen AI development [1][4]. - A comprehensive "policy package" consisting of 28 measures and 45 specific policies has been introduced to support the entire AI industry chain [3]. Group 2: Research and Development Initiatives - Shandong plans to invest in over 150 basic research projects annually, focusing on cutting-edge theories such as multimodal intelligence and embodied intelligence [4]. - The province aims to enhance its capabilities in core technologies by supporting the construction of key innovation platforms and promoting the application of technological achievements [4][5]. Group 3: Infrastructure and Resource Allocation - The policies emphasize increasing the supply of essential elements for AI, including computing power, data, and models [4]. - Shandong will implement a "computing power voucher" subsidy based on a percentage of the amount spent on purchasing computing power, and will select 10 high-quality corpora annually for "corpus vouchers" [4][5]. - The province plans to select 30 large model products each year for "model vouchers" to accelerate the development of high-performance large models [5]. Group 4: Future Development Goals - By 2027, Shandong aims to establish around 30 provincial key laboratories and 20 provincial technology innovation centers in critical areas such as key chips and large models [5]. - The province intends to gather over 240 provincial-level scientific talents and incubate more than 50 technology-based enterprises to drive significant innovations in the AI sector [5].