2025年，围绕人工智能的主流叙事正在发生一场深刻转向：以大模型为基础能力、Agent（智能体）为交互核心的新范式，开始加速向各个行业渗透。技术 能力的暴发式增长 ，也在倒逼商业逻辑、组织形态和投资策略的全面重构。 9月17日，由《财经天下》发起，携手《人物》《每日人物》共同举办的"2025异想大会"在北京举行。大会以"X狂想曲"为主题，邀请来自学界、投资界、产 业界等科技领域的多名专家、企业家，共同探索AI行业前沿技术，热议行业发展趋势。 大会致辞环节，博雅天下传播机构董事长、创始人荣波表示，我们正处在一个千行百业被人工智能加速迭代的阶段。那些曾经只存在于人们想象中的场景， 正借助人工智能的力量成为现实。现在，人工智能不再只是技术的代名词，它已经成为国际竞争的战略核心。它如同一场新的"工业革命"，正在重新定义所 有产业。 ▲博雅天下传播机构董事长、创始人荣波 "技术突破与产业落地正在中国大地发生同频共振。无数怀揣梦想的创业者，正将技术转化为商业现实和生活的便利。"荣波说，大模型在金融、医疗、制 造、智慧城市等领域的深度嵌入，催生了大量智能化升级需求，生成式AI应用的暴发式增长，又反过来推动了对高性能算力和先 ...

Summary of Conference Call Industry Overview - The discussion primarily revolves around the **AI technology** sector, particularly focusing on **AI video models** and **multimodal search capabilities**. The recent advancements in AI applications have catalyzed movements in the primary market financing, with notable reactions observed in the **A-share media** and **Hang Seng Technology Index** since the second week of March [1] Core Insights and Arguments - The AI sector is advancing in two main directions: 1. **Tool Development**: Emphasis on refining AI multimodal applications, with recent reports highlighting the impact of open-source AI video generation models and the launch of Tencent's membership model on March 6 [2] 2. **Application Exploration**: Focus on innovative applications, including AI companionship and interaction, with products like **EVE** and AI toys being highlighted for their technological responsiveness and user engagement [3][4] - The **AI interaction** segment is evolving through platforms that allow users to create virtual personas and engage with AI characters, enhancing storytelling and user experience [5] - In the **advertising sector**, there is a cautious recovery observed, with some industries showing signs of improvement. Notably, sectors like **3C digital** are recovering, and e-commerce giants like **Alibaba** and **JD.com** are expected to influence advertising spending positively [6][7] - The **AI hardware** market is also gaining traction, with brands like **iFlytek** and **Bubugao** emerging as key players, indicating a growing demand for AI-related products [8] - The overall cost structure in the advertising space remains stable, with a quarterly operating cost around **11 million**. This stability is expected to support profit growth alongside revenue increases [9] Additional Important Content - The **film industry** is experiencing a rebound, particularly in ticket sales across different city tiers, with major players like **Wanda** and **Cinemas** holding significant market shares [10][11] - The **long video platform** performance in February showed a decline in MAU for three major platforms, with **iQIYI** leading in effective play share at **33.9%**. The increase in **Youku's** share by **2.4 percentage points** indicates a positive trend for the platform [12][13] - Upcoming film releases and the performance of key series and variety shows are anticipated to drive engagement and viewership in the coming months, with several major productions awaiting release [14]