全球AI产业周报 为你精选过去一周（7.5-7.11）最值得关注的AI新闻和 国内外热门AI投融资事件 ，帮助大家及时了 解全球AI市场动向。 本周AI热点资讯 国内大事 上下滑动可查看长图 可灵AI推出可图2.1模型 7月10日，快手可灵AI上线可图2.1模型，在多个维度实现了全面升级，包括指令遵循能力的大幅提 升、人像美感和电影质感以及超180多种不同风格的响应能力，同时新模型还进一步增强了文字生成 效果。官方公布的数据显示，可灵AI已累计生成超3.44亿图片和1.68亿视频。 （界面新闻） 智元机器人回应拟赴港IPO：不属实 7月10日，有消息称智元机器人上市目的地为港交所且正在推进港股IPO事宜。对此，智元机器人对 记者表示，上述消息不属实，智元机器人暂无赴港上市明确计划。7月8日晚间，科创板上市公司上纬 新材发布公告称，智元机器人拟收购其控股权。（中证金牛座） 百川智能联合创始人谢剑将离职 百川智能技术联合创始人谢剑将离职。其离职原因尚未公开，下一步动向也暂无明确消息。谢剑硕士 毕业于武汉大学人工智能方向，2012 年获得硕士学位后加入百度，后在职攻读博士，并获得清华大 学计算机科学博士学位。他曾是 ...

办公产品开"卷"AI表格重构企业工作流。7月9日，在2025飞书未来无限大会上，飞书发布了知识问答、AI会议、 Aily、飞书妙搭等多款AI新产品，同时重磅推出了升级后的多维表格产品，升级后多维表格已具备替代小型业务 系统的能力，企业将无需再采买销售、客服、人力等系统便可实现这些功能。 值得一提的是，飞书还官宣其多维表格未来将支持企业微信和钉钉，能够跨平台融入用户现有协作环境。 南都记者关注到，就在飞书未来无限大会前后，钉钉和企业微信也特别针对AI表格产品进行官宣。其中钉钉全新 发布AI表格，将文档、图片等非结构化信息也融入表格工作流中，用户可以快速输入、查看信息，也可实现便捷 批量处理信息。企业微信也在7月11日官宣针对其智能表格进行了升级。 7月11日，企业微信也宣布针对智能表格等功能的进一步升级。其中在智能表格板块，企微智能表格能连接微信的 表格一键导入微信客户，也可用AI生成内容、理解图片、AI分类、 AI客户跟进总结，在视频文案生成、工厂和门 店巡检自动识别、给客户打标签、分析客户意向等场景提升效率。 飞书发布首个AI 应用成熟度模型 AI时代汹涌而来，不少企业都充斥着AI焦虑。飞书CEO谢欣在发布 ...

Core Insights - The competition between Feishu and DingTalk in the office automation sector is intensifying, particularly with the launch of DingTalk's new AI spreadsheet product just before Feishu's Future Unlimited Conference [1][3] - Feishu's multi-dimensional spreadsheet has nearly reached 10 million monthly active users since its launch in 2020, and it is set to integrate with WeChat Work and DingTalk, marking a significant step towards interoperability among major office software [1][4] - Feishu's Chief Commercial Officer emphasized the need for open collaboration and urged DingTalk to expedite its application market review process to keep pace with WeChat Work [3] Feishu's Competitive Edge - Feishu has a first-mover advantage in the AI spreadsheet domain, with its multi-dimensional spreadsheet being recognized for its long-term investment, attention to detail, and continuous innovation [3][4] - The CEO of Feishu highlighted the extensive use of its intelligent document creation feature in large enterprises, showcasing its strength in knowledge accumulation and AI application [3][6] - Feishu has established a strong customer base in various industries, including new energy, tea, and beauty, which enhances its competitive position against DingTalk [4][7] DingTalk's Response - DingTalk has also launched its AI spreadsheet, which aims to transform each cell into an AI entry point for data analysis and automation [3][4] - Since the return of its former leader, DingTalk has been under pressure to revitalize its commercial capabilities, and it has made significant strides in the AI office space [4][7] - Despite DingTalk's large user base exceeding 100 million daily active users, it still faces challenges in commercializing its offerings compared to Feishu [4][7] Market Dynamics - The competition between Feishu and DingTalk is not only limited to the domestic market but also extends to international markets, where Feishu aims to challenge Microsoft's dominance [6] - Both companies are actively exploring ways to leverage AI to enhance productivity for B-end enterprises, aiming for maximum commercial value [7]

Core Insights - The article discusses the strategic importance of AI-driven spreadsheet tools in the digital transformation of businesses, highlighting how companies like DingTalk and Feishu are leveraging these tools to enhance operational efficiency and data management [11][39][40]. Group 1: Importance of Spreadsheets - Spreadsheets are identified as a fundamental unit in digital transformation, addressing common pain points in document management and data flow within organizations [7][8]. - The evolution of spreadsheets from basic data recording tools to integral components of business processes is emphasized, with a focus on their role in facilitating collaboration and automation [10][21]. - The article notes that the familiarity of users with spreadsheets provides a significant advantage in promoting new functionalities without extensive retraining [19][20]. Group 2: Competitive Landscape - DingTalk and Feishu are positioned as key players in the AI spreadsheet market, each adopting different strategies: DingTalk focuses on a productivity suite for industry-specific solutions, while Feishu targets knowledge-intensive enterprises with high-quality service [33][34][39]. - DingTalk's approach is described as "top-down," leveraging its large user base and low-cost offerings to penetrate the market, while Feishu employs a "bottom-up" strategy, emphasizing product quality and user experience [36][62]. - The article suggests that both companies face challenges in monetizing their spreadsheet tools, with DingTalk adopting a "free + premium" model and Feishu focusing on high-value subscriptions for larger clients [40][42]. Group 3: Future Outlook - The potential for third-party competitors, such as WeChat Work and Notion, to disrupt the market is acknowledged, particularly if they integrate AI capabilities into their existing tools [64][66]. - The article concludes that the ultimate success of DingTalk and Feishu will depend on their ability to transition from mere tools to comprehensive platforms that create an ecosystem around their spreadsheet offerings [72].

Core Insights - The article discusses the competitive landscape between Feishu and DingTalk, particularly focusing on their recent AI product launches and market strategies. Feishu introduced several new features, including a multi-dimensional spreadsheet, while DingTalk announced its own AI spreadsheet product. Both companies are targeting different customer segments and have experienced organizational changes in 2024 [1][9]. Product Launches - Feishu launched a multi-dimensional spreadsheet that will be available on DingTalk and WeChat Work platforms, indicating a strategy of openness and collaboration [1][3]. - DingTalk's new AI spreadsheet allows each cell to serve as an AI entry point, integrating document functionalities into data tables [5]. - Feishu's multi-dimensional spreadsheet is expected to reach 10 million monthly active users, with a single table capacity of 10 million rows, a tenfold increase from 2024 [5][6]. Market Positioning - Feishu targets knowledge-intensive enterprises, while DingTalk focuses on sales and manufacturing sectors, leading to different product development strategies [6][8]. - The competitive landscape is characterized by a significant market share held by DingTalk and WeChat Work, which together are projected to capture 75% of the collaborative office market by 2025 [8]. AI Application Levels - Feishu categorized its AI applications into four levels, from concept validation to fully mature applications, with the "Knowledge Q&A" feature classified as M3 and the "Smart Meeting Minutes" as M4 [6][7]. - This classification aims to set customer expectations and reduce anxiety regarding AI product capabilities [6][8]. Financial Performance - Feishu projected an ARR of over $300 million for 2024, with a previous ARR of $10 million in 2022, reflecting a 2.7 times growth from 2021 [9]. - DingTalk reported an ARR of $200 million for the first half of its 2025 fiscal year and aims for breakeven in 2025 [9]. - WeChat Work expressed confidence in achieving profitability before its competitors in 2024, highlighting the ongoing competition among these platforms [9].

预计中国协同办公市场2025年规模将达414.8亿元。 | ● 电商直播管理 | << | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 命 首页 | | | | | | | | | | | 』 数据洞察 | | | 电商直播管理平台 | | | | | | | | ~7 直播选品看板 | | | 优质选品 吸引客户 实时数据 精准决策 | | | | | | | | 巴 直播分析看板 | | | | | | | | | | | 2 选品管理 | | | | | | | | | | | 文 选品 | | | | | | | | | | | ◎ 品牌合作 | | | | | | | | | | | 令 商品推广文案 | | 商品提报 选品信息 | 品牌信息 | 商品信息 | | 直播策划 | 直播排期 | 直播复盘 | R | | [窗 样品管理 | 1 | | | | | | | | | | 2 样品信息 | | 商品 GMV | | 佣金总金额 | | | 利润 | | | | ◇ 样品出库 | ...

Core Viewpoint - Alibaba is making significant investments in the enterprise-level AI sector, with DingTalk as a central focus, marking a substantial transition towards "intelligent" capabilities [1] Group 1: Product Development - DingTalk has launched the AI spreadsheet, which serves as an entry point for AI in every cell, allowing real-time data analysis and rapid business process construction [1] - The AI spreadsheet introduces the "spreadsheet as a document" feature, transforming each row into an independent document, thus creating a powerful business knowledge repository [1] - The launch of the AI spreadsheet is a critical step in Alibaba's AI to B strategy, indicating a tangible shift towards DingTalk's transformation into an "intelligent entity" [1] Group 2: Strategic Focus - Since the return of former key figure Chen Hang as CEO in March, DingTalk's strategic focus has shifted towards enhancing user experience and co-creating AI-native productivity tools [2] - Chen Hang emphasized two main objectives: optimizing product experience and returning to frontline operations to listen to user needs [2] Group 3: AI Integration and Efficiency - The AI spreadsheet allows for the extraction, classification, understanding, and matching of information, generating multi-modal content based on user requirements [2] - Users can create automated processes by setting "trigger conditions" and "execution actions," enabling immediate responses to data changes, thus addressing efficiency pain points in business processes [2] - The AI spreadsheet has become a vital tool for many enterprises, with applications in e-commerce operations, brand promotions, and market management [2] Group 4: Market Position and Challenges - For e-commerce brands, the AI spreadsheet significantly reduces the time required for data analysis, transforming a three-day task into a ten-minute process [3] - Despite having a strategic advantage, DingTalk faces challenges in establishing the AI spreadsheet as a leading product in the enterprise market, requiring rigorous testing in practical applications [4] - The competition in the collaborative office sector is intensifying, with ByteDance's Feishu and Tencent's enterprise services rapidly advancing their product capabilities and AI applications [3][4]

Group 1: Corporate Developments - ByteDance denies reports of selling TikTok's US operations to Oracle-led consortium, stating the information is false and the deal requires government approval by September 17 [2] - Manus responds to rumors of layoffs, stating adjustments are made for operational efficiency and focus on core business, with a recent shift of headquarters to Singapore [3] - OpenAI has upgraded its security measures to prevent corporate espionage, including information isolation policies and enhanced physical security [3] - Sony has paused sales of its Xperia 1VII smartphone due to power issues, with investigations ongoing [7] Group 2: Market Performance - Samsung's operating profit for Q2 dropped by 55.94% year-on-year to 4.6 trillion KRW (approximately 239.9 billion RMB), attributed to slow sales of AI chips [8] - Huagong Technology expects a net profit of 890 million to 950 million RMB for H1 2025, representing a year-on-year growth of 42.43% to 52.03%, driven by demand in high-speed optical modules and PTC heating components [9] Group 3: Investment and Financing - TARS, a domestic embodied intelligent robot startup, completed a $122 million angel round financing led by Meituan [10] - Zhiyuan Robotics plans to acquire at least 63.62% of shares in listed company Aowei New Materials, marking a significant acquisition in the A-share market [11] - Meta has invested approximately $3.5 billion in EssilorLuxottica to enhance its presence in the smart glasses sector [12] Group 4: Product Launches - IBM launched its new IBM Power11 servers, promising innovations in processor and hardware architecture for enhanced performance and deployment flexibility [14] - Magic Atom introduced the MagicBot Z1, a bipedal humanoid robot with advanced sensory capabilities [15] - DingTalk released a new AI table feature that integrates documents into spreadsheets, allowing for intelligent data extraction and analysis [16]

1.【AI编程工具Cursor定价调整引用户不满，CEO公开致歉并承诺退款】近日，由Anysphere公司开 发的热门人工智能辅助编程环境Cursor因定价调整引发用户不满，公司首席执行官Michael Truell在 博客中公开致歉，并承诺将对受影响用户进行退款。 6月16日，Cursor对其每月20美元的Pro计划进行了调整。此前，Pro用户每月可获得OpenAI、 Anthropic和Google的高级AI模型的500次快速回复，之后则以较慢的速度获得无限回复。然而，调 整后的新计划改为每月提供价值20美元的使用额度，按照API费率计费。用户在达到20美元的使用上 限后，需要购买额外的使用额度才能继续使用。这一调整引发了用户的强烈不满。（IT之家） 2.【扎克伯格挖角苹果基础模型团队负责人，更多员工或离开】领导苹果基础模型（AFM）团队的AI 主管庞若鸣（Ruoming Pang）即将离职，加入Meta新成立的"超级智能实验室"（MSL）。这是 Meta最新一项重磅人才引进，而对于正在努力推进AI布局的苹果来说，则是一记沉重打击。《华尔街 日报》指出，庞若鸣是首位从苹果公司跳槽至Meta旗下MSL的大佬 ...

完整早报音频，请点击标题下方小耳机收听 【 2025 年度电影总票房破 300 亿】 据网络平台数据，截至 7 月 8 日 11 时 38 分，历时 189 天， 2025 年电影大盘票房（含预售）突破 300 亿，相较去年提前 28 天。（人民日报） | 网 通眼专业版 | | --- | | 数据截至2025-07-08 11:43:58 | | | | | | --- | --- | --- | --- | --- | | 总出票6.59亿张 | 总场次7489.8万场 | | 平均票价45.4元 | | | ◎ 票房排名 | | | | | | 影片 | 年票房 | 票房占比 | 排片占比 | 上座率 | | | (万) | | | | | 哪吒之魔童闹海 | 1544614.30 | 51.4% | 18.0% | 16.6% | | 2025-01-29上映 | | | | | | 唐森 1900 | 361244.40 | 12.0% | 5.2% | 17.5% | | 2025-01-29上映 | | | | | | 封神第二部:战 | | | | | | 火西岐 | 123886.27 | ...