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教育部新规:虚拟伙伴进校园,是减负还是增负?
3 6 Ke· 2025-05-13 00:26
教育部基础教育教学指导委员会于近日正式发布《中小学人工智能通识教育《指南》(2025版)》(以 下简称《指南》)。不仅明确了学生学什么、怎么学,更对怎么保障、如何实施明确了方向。尤其是家 庭、社会机构和校外资源该怎么配合,确保 AI 教育既安全又落地。本文一起来探讨个中细节。 AI抓娃娃,一个都不能少 从政策看,AI 教育是「刚需」。《指南》指出,人工智能通识教育的目标是普及技术原理、应用场景 和伦理安全,培养学生的创新思维和核心素养。这背后有两个关键信号:一是 AI 技术正加速渗透各行 各业,未来职场对 AI 技能的需求将「井喷」;二是教育改革需要跟上时代步伐,培养能适应智能社会 的「新质人才」。 但更重要的是,AI 教育不是「教编程」那么简单。它更像是一把钥匙,打开学生理解技术与社会关系 的大门。比如,通过 AI 工具分析数据,学生不仅能提升逻辑能力,还能学会如何用技术解决现实问题 ——AI不再是「高冷」的概念,而是触手可及的工具。 整篇《指南》从指导思想、基本原则、培养目标、主要任务和保障体系共分五个部分,后两者占据一半 以上的篇幅,建议校方以及校外机构重点研读。 先来看基本原则。其中一条强调:「主动引 ...
计算机行业周报:鸿蒙电脑正式亮相,产业链有望受益
Guoyuan Securities· 2025-05-12 13:25
Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5]. Core Insights - The computer industry has shown signs of recovery, with the Shenwan Computer Index rising by 4.44% from April 28 to May 9, 2025, outperforming major indices such as the Shanghai Composite Index (up 1.42%) and the Shenzhen Component Index (up 2.12%) [3][10][19]. - Huawei's launch of the "Hongmeng Computer" marks a significant step for domestic operating systems in the PC sector, with over 300 applications already adapted and expectations for over 2000 by the end of the year [3][19]. - The Hongmeng Computer supports over 1000 external devices, indicating a broad compatibility and potential market penetration, with a significant replacement opportunity in the Chinese PC market, which is projected to have a total shipment of 39.7 million units in 2024 [3][19]. Summary by Sections 1. Index Performance - The Shenwan Computer Index has increased by 4.44% from April 28 to May 9, 2025, indicating a recovery from previous lows [10][19]. - Sub-sectors such as Computer Equipment, Software Development, and IT Services have also shown positive trends, with respective increases of 3.60%, 3.43%, and 6.30% [12]. 2. Major Events - The report highlights the launch of the Hongmeng Computer by Huawei, which is expected to benefit the entire Hongmeng ecosystem and related companies [3][19]. 3. Performance Summary - Financial results from key companies show mixed performance, with Huada Jiutian reporting a revenue of 1.222 billion yuan (up 20.98%) but a net profit decline of 45.46% [2]. - Bosi Software's revenue reached 2.142 billion yuan (up 4.79%), while net profit decreased by 7.44% [2]. - China Software reported a revenue of 5.198 billion yuan (down 22.69%) and a net loss of 413 million yuan [2]. 4. Investment Perspective - The report suggests that the computer sector has adjusted sufficiently after previous tariff impacts and is now on an upward trajectory, particularly with the introduction of the Hongmeng Computer [3][19]. - Investors are encouraged to focus on companies within the Hongmeng ecosystem that demonstrate strong operational performance [3][19].
计算机行业周报:鸿蒙电脑正式亮相,产业链有望受益-20250512
Guoyuan Securities· 2025-05-12 11:42
Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5]. Core Viewpoints - The computer industry has shown signs of recovery, with the Shenwan computer index rising by 4.44% from April 28 to May 9, 2025, indicating a move out of the bottom region [3][19]. - Huawei's launch of the "Hongmeng Computer" marks a significant step for domestic operating systems in the PC sector, with over 300 applications already adapted and expectations for over 2000 by the end of the year [3][19]. - The Hongmeng Computer supports over 1000 external devices, including more than 800 standard peripherals, indicating a broad compatibility and potential market impact [3][19]. - The total PC market shipment in mainland China for 2024 is projected to be 39.7 million units, suggesting a substantial replacement opportunity for Hongmeng Computers [3][19]. - The recent performance of the Hongmeng concept stocks has been positive, and there is a recommendation to closely monitor companies with strong operational performance within the Hongmeng supply chain [3][19]. Summary by Sections 1. Index Performance - The Shenwan computer index increased by 4.44% from April 28 to May 9, 2025, outperforming the Shanghai Composite Index, which rose by 1.42%, and the Shenzhen Component Index, which rose by 2.12% [10][19]. - Sub-sectors such as computer equipment, software development, and IT services also showed positive trends with respective increases of 3.60%, 3.43%, and 6.30% [12]. 2. Major Events - Huawei held a communication meeting on May 8, 2025, to introduce the Hongmeng Computer, emphasizing its significance in the PC market [3][19]. 3. Performance Summary - Huada Jiutian reported a revenue of 1.222 billion yuan for 2024, a year-on-year increase of 20.98%, but a net profit decline of 45.46% [2]. - Bosi Software's revenue for 2024 was 2.142 billion yuan, with a net profit decrease of 7.44% [2]. - China Software reported a revenue of 5.198 billion yuan, down 22.69%, with a net loss of 413 million yuan [2]. 4. Investment Viewpoints - The computer sector has adjusted sufficiently after previous tariff impacts, and recent trends indicate a recovery [3][19]. - The introduction of the Hongmeng Computer is expected to benefit the Huawei supply chain significantly, with a recommendation to focus on companies with strong performance in this area [3][19].
AI日报丨突发!消息称英伟达RTX 5090 D显卡确定禁售中国大陆市场,英伟达将取消厂商2025Q2的订单
美股研究社· 2025-05-06 11:59
整理 | 美股研究社 今日,用户@头号种子在板卡渠道论坛"博板堂"爆料称,英伟达已确定在第二季度内全面停售中 国大陆市场的RTX 5090 D显卡。各AIC厂商将无法继续下单该显卡核心,已下订单但尚未交付 的部分也将被全部取消。 值得注意的是,RTX 5090 D本就是为应对美国出口管制而定制的"降规"版本(完整版本为RTX 5090)。尽管游戏性能未变,但AI性能削减超过30%,在极端场景下甚至高达60%。如今,随 着出口限制进一步收紧,RTX 5090 D也面临被禁售的命运。 七 巨 头 日 报 在这个快速变化的时代,人工智能技术正以前所未有的速度发展,带来了广泛的机会 。《AI日报 》致力于挖掘和分析最新的AI概念股公司和市场趋势,为您提供深度的行业 洞察和价值 分析。 A I 快 报 1.黑石总裁兼:数据中心需求仍有很大的增长空间。 尽管美国总统特朗普的关税政策对人工智能 热潮构成了威胁,黑石集团(Blackstone)总裁兼首席运营官Jonathan Gray认为,数据中心的 需求仍有很大的增长空间。尽管Gray强调AI仍处于"初期阶段",但他看到这个领域每年都有显著 增长。Gray引用Meta首席 ...
腾讯研究院AI速递 20250506
腾讯研究院· 2025-05-05 10:05
生成式AI 一、 DeepSeek-Prover-V2加冕数学王者!671B数学推理逆天狂飙 1. DeepSeek-Prover-V2推出671B和7B模型,用递归+强化学习提升数学推理能力,创造 多项新纪录; 2. 采用DeepSeek-V3分解定理+GRPO算法优化,结合冷启动训练实现非形式化与形式化推 理统一; 3. 在本科级测试表现优异,7B模型展现独特基数处理能力。 1. NotebookLM支持50种语言生成播客,语音地道,擅长模拟京腔等本地口音; https://mp.weixin.qq.com/s/Dsn3iypDSpzUVC35XX8Z1A 二、 继MCP后Anthropic 推出全新整合功能,Claude再添连接利器 1. Anthropic发布Claude整合功能(Integrations),基于MCP协议实现与多种应用的无缝连接,支持Jira等10 个热门服务; 2. Claude新增研究能力,可在5-45分钟内完成复杂调研,支持多数据源查询并标明出处; 3. 新功能目前在Max、Team和Enterprise计划测试,将扩展至Pro计划,全球付费用户已可使用Web搜 索。 http ...
速递|苹果AI生态再添盟友,借力Anthropic打造编程平台
Z Potentials· 2025-05-04 05:11
图片来源: Anthropic 据彭博社报道,苹果与 Anthropic 正联手打造一款"氛围编程"软件平台,该平台将利用生成式 AI 为 程序员编写、编辑和测试代码。 为加速 AI 布局,苹果似乎正在构建合作伙伴网络。 OpenAI 的 ChatGPT 已为其 Apple Intelligence 功能提供支持,苹果表示未来可能加入谷歌 Gemini 作为备选方案。 如今 Anthropic 或将协助苹果内 部代码编写。 在开发者群体中, Anthropic 公司最新的 Claude 模型尤其受到编程任务的青睐,特别是在 Cursor 和 Windsurf 这类氛围编程平台上。 参考资料 https://techcrunch.com/2025/05/02/apple-and-anthropic-reportedly-partner-to-build-an-ai-coding-platform/ 我们正在招募新一期的实习生 -----------END----------- 报道指出, iPhone 制造商计划内部推出该软件,但尚未决定是否公开上市 。该系统是苹果编程软件 Xcode 的新版本,并依赖于 An ...
隔夜美股 | 标普500指数连涨九日抹去“关税暴跌” 中概强势涨超3%
智通财经网· 2025-05-03 00:23
【宏观消息】 美国就业新增17.7万强化"软着陆"路径 且降息预期依旧坚挺。美国4月非农就业市场可谓持续增长稳 健,失业率保持稳定,表明美国总统唐纳德·特朗普主导的新一轮面向全球激进关税政策与全球贸易战 役尚未对美国企业招聘计划产生实质的负面影响。美国劳工统计局周五公布的数据显示,当月非农就业 人数增加17.7万人,低于上月统计但是优于经济学家们预期的13万,此前两个月的非农就业数据数据则 小幅向下修正。失业率维持在4.2%,与市场预期一致。 智通财经APP获悉,周五,三大指数均收涨超1%,且在本周录得涨幅,其中标普500指数、道指均连涨 9日。受到美国劳动力市场"温和"降温以及关税方面更多利好消息提振,风险资产普遍上涨。 【美股】截至收盘,道指涨564.47点,涨幅为1.39%,报41317.43点,本周累计涨幅3.00%;纳指涨266.99 点,涨幅为1.51%,报17977.73点,本周涨幅3.42%;标普500指数涨82.53点,涨幅为1.47%,报5686.67 点,本周涨幅2.92%。其中,标普500指数录得自2004年11月以来最长连涨纪录,收复自4月2日以来的 跌幅。 Meta(META.US ...
信“心”心理问答|一位焦虑母亲的求救信:当"经验"成为阻碍孩子成长的围墙
Jing Ji Guan Cha Bao· 2025-05-02 00:41
(原标题:信"心"心理问答|一位焦虑母亲的求救信:当"经验"成为阻碍孩子成长的围墙) 读者来信: 我是初三学生小宇的妈妈,本次期中考小宇距离他上学期期末的成绩在班里断崖式下跌了二十多名。更 让我难受的是,他说 " 妈妈你教的方法过时了 " ,我翻开他的作业本,发现那些我引以为傲的 " 解题秘 籍 " ,有时候竟成了困住他的枷锁。 孩子带回的数学课本经常让我这个曾经的学霸瞠目结舌,曾经熟悉的方程式解法被 " 情境建模 " 取代,几 何证明题变成了跨学科项目设计。我一直信任的某模拟试卷合集,里面的例题也已经与课本内容严重脱 节。最让我崩溃的是,孩子指着一道 " 智能电网能耗分析 " 的应用题, " 你连碳足迹计算都不会,怎么教 我? " 昨晚辅导英语时,我过去引以为傲的 " 作文模板 " 在新题型面前有点捉襟见肘。当我按老方法让他抄写十 遍单词时,他突然发飙撕了作业本: " 你根本不知道现在要考的是跨文化交流能力! " 我想起一个教育战 线新老师的话: " 当教育理念迭代时,家长的经验可能变成凶器。 " 上周三凌晨,我撞见他用编程软件破解数学题,当我质问 " 为什么要走捷径 " ,他打开教育类 APP 笑话 我: ...