Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous layout in the core AI industry direction, highlighting that several US-listed AI application companies have exceeded earnings expectations, validating the ongoing trends in the AI industry [5][12] - The rapid iteration of large models and the accelerated penetration of AI application scenarios are noted, with significant advancements from companies like Google, Alibaba, and Tencent in AI capabilities [6][13] Summary by Sections Weekly Perspective - The Shanghai Composite Index rose by 2.00% and the computer index increased by 1.92% during the week of May 6-9, 2025 [4][11] Company Dynamics - Xinyada announced a plan for shareholders to reduce their stakes through centralized bidding [15] - Shengshi Technology was announced as the first candidate for a major contract related to the Guangzhou Baiyun International Airport expansion project, with a bid of 187 million yuan [21] - Zhejiang University Net New announced participation in an investment fund focused on AI and robotics, committing 33% of the fund's target size [22] Industry News - Apple is collaborating with Anthropic to develop an AI platform for software coding [23][28] - The launch of Hongmeng computers was officially announced, integrating AI capabilities with the operating system [23]

Core Insights - Alibaba's AI application Quark has launched a significant upgrade with the "Deep Search" feature, integrating deep thinking capabilities, intelligent retrieval technology, and precise answering modules to enhance user search experience [1][2] - The "Deep Search" relies on Alibaba's self-developed Qwen-QWQ reasoning model, which understands natural language and performs semantic analysis, distinguishing it from traditional keyword-based search engines [1] - Quark's AI Super Box has also upgraded its "Image Intelligent Processing" feature, allowing for various creative editing scenarios and introducing style conversion capabilities for images [1] Company Developments - Quark plans to introduce more AI products that will not only focus on daily search scenarios but also on generating professional reports, expanding its service offerings [2] - The "Deep Thinking" feature was first launched on February 28 and has now evolved into the "Deep Search" phase, marking a competitive entry into the AI super gateway market [2] Industry Competition - The AI application sector is witnessing intense competition, with Tencent's "Yuanbao" and ByteDance's "Doubao" also making significant advancements [3] - Tencent's "Yuanbao" has integrated DeepSeek-R1 and its self-developed Hongyuan T1 model, achieving a monthly download volume of 13.43 million, a nearly 1500% increase [3] - ByteDance's "Doubao" has upgraded to version 3.0, enhancing its image generation and video capabilities, and has launched an educational sub-application with a monthly active user count of 6.5 million [3] - The battle for a sticky application ecosystem and commercial expansion is crucial for AI giants in the "super gateway" competition [3]

第一财经每日精选最热门大公司动态，点击「听新闻」，一键收听。 【今日推荐】 随着人工智能引领的新一轮技术浪潮席卷全球，尖端的技术人才已经成为各家互联网大厂争夺的"战略 资源"。5月8日，"京东招聘"公众号发布"顶尖青年技术天才计划"，项目面向全球高校本硕博毕业生及 毕业两年内的技术人才开放招募，薪酬不设上限。研究方向涵盖多模态大模型与应用、机器学习、搜索 推荐广告、空间与具身智能、高性能与云计算、大数据、AI Infra、安全等方向。 首款鸿蒙电脑亮相 5月8日，华为在深圳举办鸿蒙电脑技术与生态沟通会，"鸿蒙电脑"正式亮相。鸿蒙电脑搭载HarmonyOS 5，实现了AI能力与底层硬件、操作系统、软件应用的深度融合。华为终端BG平板与PC产品线总裁朱 懂东表示，历经五年，鸿蒙电脑积累超2700项核心专利。目前，鸿蒙电脑应用已覆盖多个垂域，满足基 础办公及核心场景。 玉石风波后，胖东来再回应：顾客如需退货，不扣任何费用 5月8日，胖东来发布和田玉、翡翠退货说明。声明提到，顾客在胖东来珠宝部自营区购买的和田玉、翡 翠商品只要对价格品质有任何质疑，可到第三方权威鉴定机构及相关行政部门进行评估。如有退货需 求，可到胖东 ...

Group 1 - The core viewpoint of the articles highlights the advancements in AI technology, particularly through the introduction of the "Deep Search" feature by Quark, which enhances the ability to solve complex problems through intelligent analysis and retrieval of information [1][4] - "Deep Search" utilizes a new approach of "thinking first, then searching," allowing it to analyze user queries deeply and extract key information and true intentions [4] - The feature is designed to provide comprehensive solutions across various domains such as daily life, travel planning, healthcare, and education, thereby addressing practical issues more effectively [4] Group 2 - The upgrade of the AI Super Box includes a "smart image processing" function, enabling users to creatively edit images through conversational commands, enhancing user engagement in content creation [4] - The ability to transform ordinary images into artistic styles, such as anime or oil paintings, showcases the potential for secondary content creation and artistic expression [4] - According to Huachuang Securities' latest report, Alibaba's continued investment in AI positions Quark to potentially become a national-level "AI super entrance" [4]

Group 1 - Quark has launched a new "Deep Search" product that utilizes deep thinking capabilities, intelligent retrieval technology, and precise answering functions to address complex user queries effectively [1] - The "Deep Search" feature analyzes user questions in depth, extracting key information and true intentions through a "think first, then search" approach, enhancing the quality of search results [1] - This product aims to reduce decision-making costs for users in various fields such as daily life, travel planning, healthcare, and education by providing detailed solutions and explanations [1] Group 2 - Quark has also upgraded its "Image Intelligent Processing" feature, allowing users to edit images through conversational commands and transform ordinary photos into artistic styles [2] - According to Huachuang Securities, with Alibaba's continued investment in AI, Quark is expected to become a national-level "AI super entrance" [2] - Quark has recently topped the free and tools charts in the App Store for Hong Kong, Macau, Taiwan, and Singapore, indicating its popularity as an AI application in the Chinese-speaking world [2]