目前，最新语音同传大模型已经在讯飞双屏翻译机2.0、讯飞AI录音笔、讯飞同传等产品中上线，并且作为世界人工智能大会(WAIC)翻译合作伙伴，还为大 会提供AI翻译服务，助力实现无障碍沟通。 才灏指出，讯飞深耕多年的智能语音创新算法和大模型形成了很好的互补。"这些算法在语音信号的前端处理上特别有优势，比如降噪、回声消除、方言口 音适配等，跟大模型结合之后，能让前端的语音信号处理更精准、更高效，为大模型后续的语言理解、语义分析打下更扎实的基础，从而让整个智能交互体 验更流畅、更可靠；大模型也为智能语音技术带来了更好的效果和更多的可能"。 基于这些创新技术在智能硬件的应用，科大讯飞做到了软硬件一体化，比如新一代翻译机双屏翻译机2.0通过硬件性能的持续升级，显著提升了抗干扰能力 与耐用性。这种软硬件深度融合的专业设计，能够屏蔽1米外的噪音，在展会洽谈、工厂巡场的嘈杂环境中也能使用，更适用用户的实际使用场景，使其与 7月26-28日，2025世界人工智能大会暨人工智能全球治理高级别会议("WAIC2025")在上海举行，来自全球30余个国家和地区的1200余位嘉宾，超800家企业 重磅参展，3000余项前沿展品集中亮相 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI technology, particularly in computing power, algorithms, and applications, indicating a robust growth trajectory for the industry [12][60] - Domestic manufacturers are progressively enhancing their chip performance from inference to training, emphasizing ecosystem support and application scenarios [13][60] - The report highlights the emergence of quantum computing as a disruptive innovation in the computing power industry, with potential for exponential growth in computational capabilities [38][39] Summary by Sections 1. Industry Overview - The WAIC 2025 featured over 800 companies and more than 3000 cutting-edge exhibits, marking the largest scale in its history [12] - The conference focused on AI technology frontiers, industry trends, and global governance practices [12] 2. Computing Power - Domestic chip manufacturers are evolving from inference-focused AI chips to high-performance training chips, showcasing various industry applications [13] - The report notes the importance of supernodes, integrated machines, and liquid cooling solutions as key trends in the future of domestic AI computing power [18][19] 3. Algorithms - The evolution of large models is highlighted, with a shift towards multi-modal capabilities and the integration of deep reasoning and thinking abilities [43][44] - The report emphasizes the growing importance of AI agents and physical AI, which aim to enable intelligent agents to understand and interact with the real world [43][44] 4. Applications - The report identifies a flourishing landscape for both B2B and B2C AI applications, with significant advancements in areas such as AI glasses, smart driving, and robotics [60] - C-end applications focus on AIGC and productivity tools, while B-end applications emphasize cost reduction and efficiency improvements across various sectors [60][61] 5. Quantum Computing - Quantum computing is positioned as a critical future technology, with companies showcasing solutions that leverage quantum mechanics for superior computational capabilities [38][39]

New Energy Vehicles - Elon Musk indicated that Tesla may experience several quarters of poor performance as U.S. subsidies fade [1] Artificial Intelligence - Zhiyuan has launched a quadruped robot on its official website [2] - The White House released a U.S. AI action plan aimed at consolidating the country's leadership in the artificial intelligence sector [2] - Donald Trump stated that the AI race requires patriotism from Silicon Valley and plans to sign an executive order to accelerate large project advancements [2] - iFlytek announced that its deep reasoning model, iFlytek Spark X1 upgraded version, will officially launch on July 25, supporting over 130 languages [2] Other Technologies - DJI officially announced its entry into the robotic vacuum cleaner market [3] Financial Performance - Tesla reported a double-digit decline in both revenue and net profit for Q2 [4] - SK Hynix projected that DRAM shipments in Q3 will grow by low single digits quarter-over-quarter [5] - Google reported a 19% increase in net profit for Q2 and raised its full-year capital expenditure forecast to $85 billion [5] - 360's chip procurement has shifted to domestic chips, with recent purchases being exclusively from Huawei [5] - Apple plans to launch a new product insurance plan covering up to three devices for a monthly fee of $20 [5] - Nintendo Switch 2 achieved sales of 1.6 million units in its first month in the U.S., making it the fastest-selling game console in the country's history [5]

Core Insights - The company iFlytek is set to launch an upgraded version of its deep reasoning large model, called iFlytek Spark X1, on July 25 [1] - The upgraded model will expand its multilingual capabilities to support over 130 languages [1] Company Summary - iFlytek is enhancing its AI model to improve language processing and understanding [1] - The launch of the upgraded model signifies the company's commitment to advancing AI technology and expanding its market reach [1] Industry Implications - The introduction of advanced multilingual capabilities may position iFlytek favorably in the competitive AI landscape [1] - This development reflects the growing demand for AI solutions that can operate across multiple languages, catering to a global audience [1]

Group 1 - WeChat is testing a feature for backing up chat records to external storage devices [1] - iFlytek plans to launch an upgraded version of its AI product, Spark X1, in July 2023 [2] - Meituan CEO Wang Xing has sold shares in Li Auto, cashing out HKD 600 million in four days [3] Group 2 - AI startup Anysphere has received venture capital interest, with a valuation exceeding USD 18 billion [4] - Elon Musk's XAI is in talks to raise USD 4.3 billion through equity financing [5] - Tencent has launched an AI programming mode for its Yuanbao platform, allowing users to write code while specifying requirements [6] Group 3 - China has made progress in manned lunar missions, successfully conducting a zero-height escape flight test with the Dream Boat spacecraft [7] - Microsoft is reportedly developing the next generation of Xbox Cloud Gaming servers [8] - CFM reports that DDR4 memory prices are rising, with the spot market showing signs of weakness [9] Group 4 - Baoneng Automobile responded to reports of "dissolution and liquidation," stating that the company is operating normally and has new vehicles set to launch [10] - China has achieved a breakthrough in magnetic levitation technology, accelerating a 1.1-ton test vehicle to 650 km/h over a distance of 1,000 meters [11] - Nomura Securities predicts that Meta will launch its next-generation ASIC chip, MTIA T-V1, as early as Q4, with specifications expected to surpass NVIDIA's "Rubin" [12]