在毛利率较低的数字营销业务领域，公司持续优化业务结构，继续向鲸鸿动能广告代理业务倾斜资金、 人力等资源，并积极探索AI大模型等工具在数字营销领域的应用，提升用户体验，从而增强用户黏 性。 在互联网媒体业务方面，公司通过先进的大数据技术和获客策略，自主研发和运营的移动端、PC端多 样化产品矩阵，帮助广告主更加高效地触达用户。其中PC端在稳定发展付费应用等业务的同时，不断 提升浏览器和数字媒体业务在PC端业务收入中的占比。上半年浏览器业务实现营业收入18390.07万元、 毛利9457.66万元，数字媒体业务实现营业收入11695.08万元、实现毛利1939.58万元，两者毛利均实现 稳步增长。 在移动端，上半年公司推出工具类、生活方式、健康等6款覆盖Android和iOS端的新产品，产品组合继 续扩大，现有工具类广告变现App和客户付费订阅类App60余个，全部通过谷歌合规审核上架，其中天 气类、新闻类、扫描类App在GooglePlayStore和AppStore应用商店长期同类别排名前十。报告期内，公 司移动端业务收入及毛利同比大幅增长，实现收入3.52亿元，同比增长91.11%，实现营业毛利1.10亿 元 ...

Core Viewpoint - The discussion emphasizes the importance of integrating AI technology with business operations, focusing on long-term strategic value rather than short-term gains [1][19][29]. Group 1: AI Technology Development - AI has reached a critical intersection of technology and product, where understanding its limitations and capabilities is essential for practical applications [5][6]. - The industry consensus is that the core capabilities of models stem from pre-training rather than post-training, highlighting the need for high-quality training data [6][7]. - AI tools are powerful but come with uncertainties, necessitating a careful approach to their integration into business processes [5][6]. Group 2: Practical Applications of AI - APUS has successfully implemented AI in coding, design, and healthcare, significantly improving efficiency and reducing the need for large teams [11][12][14]. - The company has developed proprietary models for coding and healthcare diagnostics, demonstrating the potential of AI to enhance productivity and service delivery [11][14][15]. - AI's role in content creation has transformed traditional processes, allowing for rapid generation of marketing materials and interactive products [12][13][14]. Group 3: Strategic Considerations for AI Implementation - Companies often misjudge the short-term capabilities of AI while underestimating its long-term potential, leading to misguided expectations [20][21]. - A structured approach to defining AI applications is crucial, starting from understanding the business's needs and aligning AI capabilities accordingly [26][27]. - The need for skilled project leaders who understand both AI and business operations is highlighted as a key factor for successful AI integration [22][23]. Group 4: Recommendations for CEOs - CEOs should clearly define the strategic value of AI within their organizations, ensuring that AI initiatives align with long-term business goals [26][27][28]. - Emphasizing the importance of cultural adaptation and understanding AI's operational principles can facilitate smoother integration into daily workflows [26][27]. - Companies must avoid focusing solely on technology and instead prioritize identifying relevant applications and the necessary data governance [27][28].

Core Viewpoint - Huawei's Developer Conference 2025 (HDC2025) introduced the Harmony Agent Framework (HMAF) and the white paper titled "Agent Era, Harmony Applications Born Intelligent," marking a significant step towards integrating intelligent agents into the Harmony ecosystem [1][3]. Group 1: Harmony Agent Framework - The Harmony Agent Framework establishes a new value network for intelligent agents, providing structural support for the intelligent upgrade of third-party applications [6]. - Key components include new interaction methods for agents, upgraded protocols, efficient development processes, and enhanced security, facilitating deep collaboration between applications and agents within the Harmony system [6]. Group 2: Xiaoyi Intelligent Agent Open Platform - The Xiaoyi Intelligent Agent Open Platform aims to accelerate the evolution of Harmony applications into intelligent agents, offering comprehensive solutions that support various development models [9]. - Developers can access over 50 Harmony system plugins and utilize an upgraded intent framework to quickly implement multi-agent collaboration across different scenarios [12]. Group 3: Launch of Pioneer Intelligent Agents - The first batch of over 50 pioneer Harmony intelligent agents is set to launch, featuring capabilities such as generating clothing recommendations based on weather data and creating playlists through voice commands [13][15]. - Notable partners like Shenzhen Airlines and Ximalaya are also developing their intelligent agents, indicating a rapid expansion of the ecosystem [15]. Group 4: AI Capabilities and Integration - The Harmony system has integrated AI capabilities into over 4,000 applications, with 240+ standard intents connected to more than 470 services, enhancing the system's intelligent interaction capabilities [17]. - Xiaoyi has evolved into a more capable intelligent agent, offering features like real-time dialogue, AI photo editing, and contextual memory across various devices [17]. Group 5: Developer Engagement and Ecosystem Building - The Harmony Agent Framework and Xiaoyi Intelligent Agent Open Platform empower developers to easily access intelligent agent services, fostering a collaborative ecosystem for global developers and enterprises [19].

公募基金重磅改革方案落地 公募基金迎来重大行业变革。5月7日，《推动公募基金高质量发展行动方案》正式发布。《方案》以25 条举措直击行业痛点，通过优化主动管理权益类基金收费模式、强化基金公司与投资者的利益绑定、提 升行业服务投资者的能力、提高公募基金权益投资的规模和稳定性等重点内容，着力督促基金公司、基 金销售机构等行业机构从"重规模"向"重回报"转变，形成行业高质量发展的"拐点"。在《方案》发布 后，证券时报记者第一时间采访了多家基金公司，对《方案》带来的行业意义进行解读。受访基金公司 表示，《方案》的出台为公募基金改革提供了明确的行动指引，未来基金公司与投资者利益更加紧密绑 定，投资者回报、基金公司报酬和投研人员激励将更为统一。公募基金行业将更加突出投资人利益导 向，以更合理的收费机制与更多的创新产品为投资者带来更好的投资体验，切实提升投资者的"获得 感"和"安全感"。（人民财讯） 公募基金行业2024年业绩全景透视：头部机构韧性凸显 随着上市公司2024年年报披露收官，公募基金行业整体经营画像清晰呈现。在资本市场深化改革、费率 调整和国际金融市场动荡的背景下，行业呈现出"强者恒强、特色突围"的发展态势。 ...

谷歌股价跌幅扩大至5%，此前苹果称计划在其浏览器中添加人工智能搜索功能。 ...

智通财经5月7日电，谷歌跌幅扩大至5%，此前苹果称计划在其浏览器中添加AI搜索功能。 ...

苹果(AAPL.O)高级副总裁Cue：浏览器中的搜索量在4月份首次出现下滑。 ...

Core Viewpoint - Apple is exploring the integration of artificial intelligence search capabilities within its browser [1] Group 1 - Apple's Senior Vice President Cue announced the company's interest in adding AI search features to its browser [1]

Core Insights - Apple is exploring the integration of artificial intelligence search capabilities within its browser [1] Group 1 - Apple's Senior Vice President Cue has indicated the company's interest in enhancing its browser with AI search features [1]