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国新证券每日晨报-20250728
Domestic Market Overview - The domestic market experienced a weak consolidation with a decrease in trading volume, with the Shanghai Composite Index closing at 3593.66 points, down 0.33%, and the Shenzhen Component Index at 11168.14 points, down 0.22% [1][5][10] - Among the 30 sectors tracked, 9 sectors saw gains, with notable increases in computer, electronics, and light manufacturing, while construction materials, construction, and food and beverage sectors faced significant declines [1][5][10] - The total trading volume for the A-share market was 181.55 billion yuan, showing a decrease compared to the previous day [1][5][10] Overseas Market Overview - The three major U.S. stock indices saw slight gains, with the Dow Jones up 0.47%, S&P 500 up 0.4%, and Nasdaq up 0.24%. Notably, Tesla's stock rose over 3% [2][5] - The performance of Chinese concept stocks was mixed, with many declining, including a drop of over 10% for Xiaoying Technology [2][5] Key News Highlights - The 2025 World Artificial Intelligence Conference was attended by Premier Li Qiang, emphasizing the rapid development of AI technology and its integration into the economy [3][12] - The establishment of the China Capital Market Society was announced, aiming to enhance research and development in the capital market [3][21] - A trade agreement was reached between the U.S. and the EU, which includes a 15% tariff on EU goods entering the U.S. and a commitment from the EU to increase investment in the U.S. [3][22][23] Industrial Insights - In June, the profit decline of industrial enterprises above designated size narrowed, with total profits amounting to 715.58 billion yuan, a year-on-year decrease of 4.3%, which is an improvement from the previous month [16][17] - The equipment manufacturing sector showed significant growth, with a 7.0% increase in revenue and a profit increase of 9.6%, contributing positively to overall industrial profits [17][18] - The manufacturing sector is advancing towards high-end, intelligent, and green production, with notable profit increases in high-end equipment manufacturing and smart products [18][19] Agricultural Sector Developments - A new plan to promote agricultural product consumption was released, focusing on optimizing supply, innovating distribution, and enhancing market activation [20] - The plan aims to meet diverse consumer needs and improve the quality of agricultural products while leveraging e-commerce platforms for better market reach [20]
2025中国国际消费电子博览会|青岛消费电子展
Sou Hu Cai Jing· 2025-05-13 14:14
Group 1: Event Overview - The 2025 China International Consumer Electronics Expo will take place from September 19-21, 2025, at the Qingdao International Convention Center, aiming to enhance the resilience of industrial and supply chains while promoting domestic and international dual circulation [1] - The expo will feature leading global consumer electronics companies showcasing the achievements of China's consumer electronics industry and fostering resource aggregation across the entire industry chain [1] Group 2: Exhibition Areas - The A2 Smart Home Exhibition Area will focus on innovative, convenient, and comfortable living solutions, showcasing products and applications in smart home, health, entertainment, and education [2] - The A3 International Brand Exhibition Area will gather renowned global brands and quality products, promoting exchange and cooperation between domestic and international brands [3] - The A4 Artificial Intelligence Exhibition Area will present cutting-edge technologies from AI, IoT, and the metaverse, demonstrating applications from chips to systems and terminals [4] - The B2 Smart Mobility Exhibition Area will concentrate on smart mobility technologies and solutions, showcasing advancements in intelligent transportation, low-altitude flight, new energy vehicles, and smart connectivity [5] - The B3 Smart Home Exhibition Area will highlight the latest trends in smart home technologies and solutions, including smart appliances, lighting, and security systems [6] - The B3 Digital Consumption Exhibition Area will focus on new-generation information technologies such as 5G, cloud computing, and digital virtualization, showcasing software and applications that integrate with industrial manufacturing and social life [7] Group 3: Industry Trends - The integration of artificial intelligence in consumer electronics will lead to more intelligent and personalized products, enhancing user experience through machine learning and big data [9] - The proliferation of IoT technology will enable tighter interconnectivity among consumer electronics, providing comprehensive home solutions and creating new business models for manufacturers [9] - The widespread application of 5G technology will offer new opportunities for the consumer electronics industry, improving data transmission speeds and supporting the functionality of smart devices [9] - Emerging technologies like virtual reality and augmented reality will provide immersive experiences, driving innovation in gaming, education, and tourism, with potential for broader consumer adoption as costs decrease [9]
晚点独家丨比亚迪大模型研发提速,零一万物前首席技术专家聂鹏程加入
晚点LatePost· 2025-01-08 08:36
以下文章来源于晚点Auto ,作者晚点团队 晚点Auto . 从制造到创造,从不可能到可能。《晚点LatePost》旗下汽车品牌。 比亚迪将推进大模型多线研发,这需要巨大的计算资源、数据量和训练量支持。 文丨司雯雯 这需要巨大的计算资源、数据量和训练量。目前,常见高阶智驾功能的车端大模型是十亿级参数,云端大模 型是百亿级参数,而基座模型、语言大模型等参数在千亿级别。 为快速补齐能力,比亚迪选择从大模型公司招聘有成熟经验的技术人才。聂鹏程 2013 年毕业,在 AI 计算领 域工作近 12 年,有管理大型算力资源、研发基座模型的经验,也参与研发 AI 应用。 编辑丨龚方毅 在偏好内部培优的比亚迪,外部人才的流向体现着一项业务的资源、级别和受重视程度 —— 2023 年起 智驾是行业的竞争焦点,也被比亚迪重视。2024 年下半年开始,以端到端大模型为代表的人工智能对汽 车公司越来越重要,车企的比拼从汽车的智驾、座舱延伸到人形机器人。 2024 年下半年起,比亚迪对人工智能业务的投入明显加大。 我们独家获悉,2024 年 11 月,零一万物前首席技术专家聂鹏程加入比亚迪先进技术研发中心,将主要负 责 AI 超算,也 ...