自古以来，"风云莫测"是人类对天气最无奈的感叹。然而，人工智能技术的迅猛发展，让科学家们看到 更精准预测天气与气候的前景。 多重优势加持，AI气象大模型展现潜力 盘古、风乌、伏羲……在我国，这些带有中国传统文化印记的AI气象大模型，如今正在台风预测、短 期气候预报等领域，帮助人类提升对于天气的预测精度和效率。 "使用AI技术建模预报多种天气气候事件已逐渐成为研究热点。"穆穆认为，用气象大模型进行可预报性 研究，机遇与挑战并存。 "我们期待AI模型在时间与空间分辨率方面，可以媲美乃至超越物理模型。"10月22日，在江苏省南京市 启幕的第36届中国气象学会年会上，中国科学院院士、复旦大学特聘教授穆穆作大会报告时指出，当 前，天气与气候事件的可预测性研究，聚焦于厘清预测不确定性的原因和机制，而AI模型或将助一臂 之力。 本届年会中，多位院士、学者围绕人工智能时代的天气与气候预测、气象领域高性能计算、台风预报新 技术等前沿话题展开交流。而人工智能，是话题中的高频词。 AI与传统方案融合，打破计算精度瓶颈 面对瞬息万变的气象，AI的预测能力也需迭代。穆穆认为，当前气象大模型的研发，尚存两大短 板。"大模型的运算逻辑是投 ...

2025.09.29 本文字数：2124，阅读时长大约4分钟 作者 |第一财经 李娜 尽管资本市场对算力泡沫发出的警告不断，但英伟达CEO黄仁勋依然对算力产业的发展调高了预期。在 近期一次访谈中，他预测AI推理即将迎来十亿倍的增长，并指出由AI增强的经济活动将催生一个每年5 万亿美元的AI基础设施资本支出市场。 值得注意的，就在访谈前的72小时，英伟达与OpenAI正式达成战略合作，黄仁勋称这笔交易为"能想象 到的最聪明的投资之一"。但也有券商分析师将这种交易模式比喻为金庸小说中的"梯云纵"——看似向 OpenAI投资1000亿美元，实则这些资金又以订单形式流回自家口袋。这种左脚踩右脚的模式，使英伟 达提前锁定利润。 面对这样的"算力激进者"，比起泡沫更担心的是错过，近一个月以来，如甲骨文、英特尔等厂商开始以 订单、资金或股权方式与英伟达结盟，一个以美国企业主导的AI新生态正在酝酿。而在国内算力市场 上，随着单颗算力芯片的焦虑逐步缓解，建立一个具有同样生命力和吸引力的生态系统也开始变得迫 切。 生态竞争进入拐点 不断被抬高的需求正在驱动全球算力竞赛进入淘汰赛阶段。 在英伟达与OpenAI的合作中，计划建设高达 ...

Investment Rating - The report maintains a "Strong Buy" rating for the company, with a target price of 47.12 CNY [2][8]. Core Views - The company reported a revenue of 1.742 billion CNY for the first half of 2025, a year-on-year decline of 2.30%. The net profit attributable to shareholders was a loss of 770 million CNY, an improvement from a loss of 820 million CNY in the same period last year [2][8]. - The company has shown significant improvements in efficiency, with a reduction in total expenses (R&D, sales, and management) by 14.37% year-on-year, amounting to 1.530 billion CNY [2][8]. - The company is actively integrating AI into its products, achieving notable results with various AI-enabled offerings [2][8]. - The company has accelerated its international expansion, securing significant contracts in overseas markets, including a project with a state-owned bank and a rail transit system [2][8]. Financial Summary - For 2025, the company is projected to achieve revenues of 4.612 billion CNY, with a growth rate of 6.0% [4][9]. - The net profit is expected to narrow to a loss of 320 million CNY in 2025, with further improvements anticipated in subsequent years, potentially turning profitable by 2027 [4][9]. - The company's total assets are projected to increase from 14.867 billion CNY in 2024 to 15.727 billion CNY by 2027 [9][4]. - The company’s debt-to-equity ratio is expected to rise from 31.5% in 2024 to 42.7% in 2027, indicating a potential increase in leverage [9][4].

来 源： 每晚一卷书 （ID: JYXZ89896） 洞见 （ DJ00123987 ） —— 不一样的观点，不一样的故事， 3000 万人订阅的微信大号。点击标题下 蓝字 " 洞见 " 关注，我们将为您提供有价值、有意思的延伸阅读。 凡是经历，皆是成长。 ♬ 点上方播放按钮可收听洞见主播安东尼 朗读音频 作 者：Leyla 松下幸之助曾经说过，自己的成功之道归因于三点： 以前常生病，生活困顿潦倒，而且学历是零。 因为身体不好，所以他特别珍惜时间，总想着在短暂的生命中创出一番事业； 因为贫穷潦倒，他不得不十分努力，所以被迫成为一个不会因为一点困难就放弃的人； 再加上完全没有学历可言，他只好持续学习、终生不辍，来提升自己的水平。 后来他就明白了一个顶级思维： 凡事发生，其实皆有利于我。 正如生命中那些看似不利的条件，却造就了他的辉煌。 人生所有的磨难，换个角度看，其实都是成功的垫脚石。 想通了这一点，你就不再惧怕任何困难的来临。 逢低谷，是老天给你的转机。 作家张德芬说： "当你脚下的那块安全毯突然被抽走的时候，这是人生的关键时刻。你的反应，都一再地左右 着你此后的人生格局和布局。" 许多挫折的来临，看似是命运 ...

Core Insights - The article reflects on the evolution of artificial intelligence (AI) over the past decade, highlighting the rise and decline of major players in the industry, particularly the "AI Four Dragons" [3][4] - It suggests that the next decade (2025-2035) may shift focus from visual recognition to visual generation technologies [4][5] - The article discusses the emergence of various AI models in China, including those from major companies like Baidu, Alibaba, and Tencent, indicating a competitive landscape [4][6] Industry Developments - The AI landscape has seen significant advancements in large models, with a variety of applications emerging, such as text generation, audio generation, image generation, and video generation [4][5][6] - The article notes that these advancements are being monetized, with many companies starting to charge for their services, except for code generation in China [6] Historical Milestones - Key milestones in AI development include the introduction of the Transformer model in 2017, which revolutionized the field by consolidating various specialized models into a more unified approach [7] - The launch of ChatGPT in 2023 marked a significant turning point, prompting major companies like Google to accelerate their AI initiatives [8] - The article also references the release of OpenAI's Sora visual model in 2024, which highlighted the industry's challenges and led to renewed focus on text and context generation [8] Philosophical Considerations - The article raises questions about the future direction of AI, debating whether the next decade will be dominated by Artificial General Intelligence (AGI) or AI-Generated Content (AIGC) [11] - It draws parallels with the skepticism surrounding reusable rocket technology, suggesting that innovation often faces initial resistance before its value is recognized [13][14][15]

Core Insights - The establishment of the first government-affiliated agency focused on artificial intelligence and robotics in Longgang District is seen as a significant breakthrough in institutional innovation [1][2] - The agency aims to serve as a core leader in industry development, an integrator of innovation resources, and a comprehensive service provider for enterprises [1][3] Group 1: Strategic Initiatives - Longgang District has launched the "All in AI" strategy, which includes a series of policies for AI and robotics development, technological innovation, and talent development [1][2] - The agency will coordinate planning, ecological construction, enterprise services, and scene promotion for the AI and robotics industry [1][3] Group 2: Historical Context and Future Vision - The current AI revolution is compared to the electrification of the 19th century and the information revolution of the 1990s, indicating its foundational impact across various industries [3] - Longgang aims to achieve deep application of global AI technology in over 80% of key industries by 2027, with a target to exceed 100 billion yuan in industry scale [9] Group 3: Infrastructure and Resource Allocation - The agency will facilitate the coordination of resources such as data, computing power, models, and financial support to enhance the industrial ecosystem [5][6] - Longgang has established a computing power platform with a current capacity of 2000P, aiming to build a resource pool of 10,000P by the end of the year [6] Group 4: Economic Impact and Growth Projections - The AI industry cluster in Longgang is projected to reach an added value of 4.052 billion yuan in 2024, with a growth rate of 6.5% [8] - The establishment of the agency is expected to accelerate the dual drive of AI industrialization and the industrialization of AI, creating a closed loop of technological innovation and industrial upgrading [8]

Group 1 - The emergence of superintelligence is predicted to occur by 2026, which could represent a pivotal moment in human history, potentially leading to a choice between submission to or rebellion against this new intelligence [2][3] - The author, Zhu Jiaming, posits that artificial intelligence is creating a "third existence" that fundamentally alters human civilization, distinct from physical and spiritual existence [2][3] - The development of AI is marked by three waves: machine learning, deep learning, and the current trend of generative AI models, which have significantly advanced AI capabilities [4][5][6] Group 2 - The introduction of AI into economic activities challenges traditional economic theories, particularly the assumption of "rational agents" and the concept of resource scarcity [8][9] - AI's efficiency surpasses human labor, leading to a potential redefinition of economic principles such as division of labor and employment goals [9][10] - The integration of AI into various sectors is expected to create new academic disciplines, such as AI economics and AI sociology, to explore the interactions between AI and societal structures [10] Group 3 - Concerns about AI's potential to surpass human control have sparked discussions about the need for humanity to undergo a transformation towards a new human identity [11][12] - The concept of transhumanism suggests that humans can transcend their natural limitations through technology, with advancements in bioengineering supporting this vision [12] - The relationship between human intelligence and AI is seen as one of mutual understanding, with AI playing a crucial role in future wealth creation [12]