[Table_Date] 2025 年 07 月 27 日 [Table_Title] AI 产业有望进入"技术+政策"共振上行周期 [Table_Title2] 计算机行业周报 证券研究报告|行业研究周报 [Table_Summary] 本周观点: ► 一、海外大厂 AI 业务持续推进 谷歌公布二季度财报，AI 业务持续拓展。7 月 23 日，谷歌正式发布 2025 年 Q2 财报。根据华尔街见闻 信息，谷歌二季度财报电话会议披露了公司多项 AI 业务的最新进展。谷歌云计算业务二季度营收达 136 亿美元，搜索引擎业务持续保持韧性增长，Gemini 应 用目前的 MAU 已超过 4.5 亿，并宣布上调全年资本支 出至 850 亿美元。 ► 二、世界人工智能大会成功举办 评级及分析师信息 [Table_IndustryRank] 行业评级：推荐 [Table_Pic] 行业走势图 -7% 11% 28% 46% 64% 81% 2024/07 2024/10 2025/01 2025/04 2025/07 计算机 沪深300 世界人工智能大会成功举办，高级别领导出席并发表 讲话。根据澎湃新闻消息，7 月 26 ...

从大模型到智能终端，从具身机器人到AI+科学突破，一场关于未来科技的想象正在黄浦江畔照进现实。 7月26日，2025世界人工智能大会暨人工智能全球治理高级别会议（简称"WAIC"）在上海世博中心举行首日活 动，为期三天的展会正式拉开帷幕。 此外，据新华社消息，7月26日，中国政府倡议成立世界人工智能合作组织。这是中方坚持践行多边主义、推 动共商共建共享全球治理的重要举措，也是中方响应全球南方呼声、助力弥合数字和智能鸿沟、促进人工智能 向善普惠发展的实际行动。初步考虑该组织总部设在上海。 券商中国记者走进上海世博中心实探了解到，这场以"智能时代 同球共济"为主题的全球AI盛会，首次突破7万 平方米展览面积，吸引800余家企业参展。 如今，AI+文旅、AI+教育、AI+工业、AI+金融、AI+办公......一系列场景都能够与人工智能同行，在本届大会 上，AI融入医疗、金融、生活场景的最新产品也吸引着观众的目光。 （2025WAIC 场馆一览 李颖超/摄） 镇馆之宝亮相 大会首日，上海世博中心热闹非凡，尽管夏日炎炎又逢阵雨，却丝毫未减参展人的热情。 （2025WAIC 场馆内 李颖超/摄） 券商中国记者走进展馆发 ...

Core Insights - The United Nations announced the "AI for Good" innovation case collection for 2025, with Ant Group's AI health application AQ receiving the "Outstanding Case Award" alongside projects from Alibaba DAMO Academy, GE, and Huawei [1] - The summit aims to promote the development and application of AI technology in global issues such as climate, health, and energy, maximizing the social and economic benefits of AI [1] Group 1: Ant Group's AI Health Application AQ - Ant Group launched the independent AI health application AQ in June, offering over 100 AI services including consultation, report interpretation, and health records, connecting over 5,000 hospitals and nearly 1 million doctors [3] - AQ has served over 70 million users since its trial run in September last year, demonstrating its significant reach and impact in the healthcare sector [3] - The application features an "AI avatar" for doctors, which simulates voice conversations with patients to provide health consultations, thereby improving healthcare service efficiency [3] Group 2: Data and Model Development - High-quality data is essential for training advanced medical models, and Ant Group has developed an automated data labeling system that increases efficiency by 50% [4] - The company has partnered with Shanghai Renji Hospital to launch the RJUA series of medical datasets, covering 85% of disease types and 96% of high-frequency test items, setting a reference standard for industry model construction [4] - Ant Group's medical model has maintained a leading position in domestic and international evaluations, leveraging its privacy and security technology [4] Group 3: Recognition and Awards - Ant Group's AQ was the only innovative practice in China's healthcare sector to be selected for the World Economic Forum's MINDS Award and was also shortlisted in the top 30 for the SAIL Award at the World Artificial Intelligence Conference [5]