"国信股市助手"具备"该快则快、该深则深"的智能思考模式。比如，遇到金融概念查询、财报速读等常 见问题时，智能体能基于金融百科知识库与权威数据源，作出快速、精准的解答。遇到政策解读等复杂 问题时，智能体会自动启动深度思考模式，通过模拟专业投顾的投研思维链进行推理，给出浅显易懂的 专业分析。 "快问快答"和"深思熟虑"的自由切换提高了回答效率和专业程度，既能让投资者快速get到关键信息，又 能在复杂决策时提供专业级的分析思路，帮大家在投资时做到"心里有谱"。 "国信股市助手"让投资者免于陷入海量信息筛选的困境。在纷繁复杂、千变万化的市场中，"国信股市 助手"的热点解读引擎具备更强的多模态信息处理能力，能高效处理毫秒级行情数据、实时抓取权威财 经资讯、追踪解析视频热度趋势、智能识别驱动市场的热点事件与情绪风向，帮助投资者把握机会。 金融服务领域高度重视内容安全，"国信股市助手"搭载了火山引擎大模型安全防火墙，对底层模型和上 层应用构建了立体式防护屏障，确保内容稳健可靠。 股市瞬息万变，投资比拼的不仅是信息质量的优劣，更是投研水平的高低。 近日，国信证券携手火山引擎在豆包APP上推出了"国信股市助手"智能体，助力广 ...

Core Insights - The domestic computing power industry chain has achieved a breakthrough in the logic chain of "industrial breakthrough - performance verification - demand verification," indicating that the industry is entering a catalytic phase [2][4] - Key domestic GPU manufacturers, such as Muxi Integration and Moer Thread, have had their IPO applications accepted, filling the gap in the A-share market for fully functional GPUs [5][6] - Huawei's computing power cluster performance is now comparable to NVIDIA, with significant advancements in AI model capabilities and infrastructure [6][9] Industry Overview - The performance of key companies in the industry chain, such as Industrial Fulian, has shown remarkable growth, with a forecasted net profit of 6.727 to 6.927 billion yuan for Q2 2025, representing a year-on-year increase of 47.72% to 52.11% [7] - The demand side is witnessing rapid growth in the consumption of tokens by domestic large models, indicating a significant increase in computing power demand [8] - The acceleration of the domestic GPU listing wave, combined with the performance of hardware manufacturers and the growing demand for AI large models, suggests that the domestic computing power industry is entering a high-growth cycle [4][8] Key Company Developments - Muxi Integration has sold over 25,000 GPU products and has achieved large-scale applications in various AI public computing platforms [5] - Moer Thread has successfully developed and mass-produced four generations of high-performance GPU architectures, launching multiple high-performance GPU accelerator cards and integrated solutions [5] - Huawei's CloudMatrix 384 AI cloud service has achieved a significant performance leap, surpassing NVIDIA's flagship products in several key metrics, indicating a milestone breakthrough in China's AI infrastructure [6][9] Market Dynamics - The rapid increase in token consumption for domestic large models, with daily usage reaching 16.4 trillion tokens, reflects a strong upward trend in computing power demand [8] - The performance of Industrial Fulian's AI-related business has seen over 60% revenue growth in AI servers, indicating a sustained positive outlook for the computing power industry chain [7] - The overall trend suggests that the domestic computing power market is likely to experience further catalysis, with recommendations to focus on domestic computing power chips, servers, PCB, and optical communication manufacturers [2][4][8]

Core Insights - The article highlights the evolution of user demand for AI in smart terminals, shifting from "novelty experience" to "deep needs," emphasizing the desire for both engaging and efficient AI services [1] - Volcano Engine maintains a dominant position in the Chinese public cloud large model market with a 46.4% market share as of 2024, showcasing significant growth in AI capabilities [1][3] - The collaboration between Volcano Engine and smart terminal manufacturers aims to enhance user AI experiences by addressing pain points and optimizing large model capabilities [3][4] Market Position and Performance - Volcano Engine's daily token usage for its Doubao large model exceeded 16.4 trillion by May 2023, marking a 137-fold increase since its launch [1] - The company is positioned for continued growth in 2025, reflecting its deep integration with various industries [3] Technological Advancements - The AI capabilities of smart terminals are evolving, with Volcano Engine's models supporting diverse applications across text, voice, and image domains [4] - AI assistants are transitioning from basic tools to intelligent partners, enhancing user interaction through advanced functionalities [4][9] Application Innovations - Honor's AI assistant "YOYO" utilizes Doubao large model for intelligent photo editing, allowing users to issue voice commands for personalized tasks [4] - Vivo's AI assistant "Blue Heart Little V" integrates Doubao large model for real-time internet information retrieval, improving natural interaction [6] - OPPO's AI intent search feature, developed with Volcano Engine, enhances search capabilities across various applications, refining user query responses [7] - Nubia's multi-modal assistant "Little Star" expands the boundaries of mobile AI interaction by creating a comprehensive interaction system [9] Future Outlook - Volcano Engine aims to continue exploring new models and technologies in collaboration with industry partners, facilitating the implementation of more AI application scenarios in domestic smart terminals [9]

Group 1 - The 2025 Zijin Network Communication Innovation Conference was held in Nanjing, focusing on the theme "Riding the Tide: Digital Media Integration for a Future" to promote innovation in network media and enhance unity in cyberspace [1] - The conference highlighted the achievements of Jiangsu's network communication over the past year, with two works recognized as top ten positive energy online masterpieces and eleven as positive energy online masterpieces [1] - A total of 72 projects will be implemented in five major chapters for Jiangsu's online major theme publicity and major topic setting in 2025, with 44 projects included in the "project pool" [1] Group 2 - The conference featured a showcase of 2024 Jiangsu-related boutique projects and a smart media technology roadshow, with experts discussing economic publicity, online external publicity, and technological empowerment [2] - Keynote speakers included leaders from various media organizations and academic institutions, providing insights into media integration and the impact of algorithm recommendations on communication [2] - The event was marked by the launch of ten "dual" projects aimed at telling compelling stories about China, including themes like "The Encounter of the Yangtze River Delta and the Greater Bay Area" [3] Group 3 - A special area for smart media technology roadshows was set up, showcasing innovative technologies from mainstream media and domestic tech companies, including humanoid robots and AI applications [4] - The conference illustrated how artificial intelligence is reshaping the communication landscape, marking a new phase of diverse coexistence in the media industry [4]

Core Viewpoint - The collaboration between Kidswant and Volcano Engine aims to reshape family lifestyles through AI technology, enhancing the smart transformation of the maternal and child industry. Group 1: Partnership and Objectives - Kidswant operates nearly 1,200 direct stores and has trained over 8,000 certified childcare consultants, providing comprehensive services to families [1] - The partnership focuses on creating an AI-driven incubator to foster innovative smart products for the new generation [8][12] - The initiative is expected to accelerate the development of intelligent lifestyle solutions, enhancing the growth experience for families [10][28] Group 2: Technological Integration - Kidswant has developed the KidsGPT model, which covers over 95% of childcare inquiry scenarios, facilitating precise marketing and high-quality service [1] - Volcano Engine offers cloud services and AI technologies to help businesses innovate and adapt to market changes [2] - The BYKIDs incubator integrates resources such as the Doubao model technology and capital support to assist companies in product development and market entry [14][17] Group 3: Future Vision and Impact - The collaboration aims to create a warm and intelligent ecosystem that connects entrepreneurs and partners, fostering the development of AI products for families [12][14] - The initiative is positioned to address the needs of the new generation, enhancing emotional connections and providing solutions for family challenges [24][28] - Kidswant plans to continue focusing on user-centric approaches, collaborating with more partners to create a smarter and warmer living experience for families [28]