记者获悉，四大行近期开始纷纷接入阿里 AI 。阿里云中标建设银行智能编码项目、工商银 行则将阿里 Qwen 模型应用于智能风控。这是近五年来，国家级金融机构首次密集与阿里 展开深入合作。这意味着阿里在 AI 技术领域通过了最严苛的考验，并重新获得四大行的信 任。 随着人工智能技术的飞速发展，全球银行业都在经历着一场由大模型技术引领的变革。安全 和合规是银行业的基石，因此银行业对技术选型的要求十分严苛，头部银行选择的 AI 技术 合作方都是顶级厂商。如花旗银行、西太平洋银行、荷兰银行、摩根大通、德国商业银行等 全球顶级银行都选择采购 OpenAI 、 Google 、 AWS 等旗下的大模型产品。 中国的顶级银行也纷纷选择具有全栈 AI 技术的阿里巴巴作为合作伙伴。 据阿里财报披露，中国建设银行金融科技子公司建信金科已引入通义灵码赋能研发全流程， 助力开发人员的研发智能化，代码智能生成采纳率超 30% ，显著提升研发团队开发效率与 工程规范性。 在最近 2025 全球数字经济大会公布的 " 人工智能＋ " 标杆成果中，中国工商银行和阿里 巴巴的合作也首次亮相。中国工商银行基于通义千问多模态大模型推出了 " 商户 ...

Core Viewpoint - Alibaba's AI smart glasses made their debut at the WAIC, showcasing AR technology, but are still in the early development stage and not yet available for sale [1][2][5]. Product Overview - The AI glasses come in two versions: one without AR display and one with AI+AR capabilities, with the latter being prioritized for release [2][3]. - The glasses utilize a dual-chip architecture with Qualcomm Snapdragon AR1 and Hengxuan BES2800, with production expected to be handled by Luxshare Precision [2][3]. - The official launch is anticipated around this year's "Double Eleven" shopping festival [2][3]. Market Context - Following Xiaomi's successful launch of its AI glasses, which reportedly sold 50,000 units in three days, Alibaba aims to capture a share of the growing smart glasses market [3][12]. - The smart glasses market is projected to see significant growth, with an expected shipment of 2.907 million units in China by 2025, marking a 121.1% year-on-year increase [12]. Competitive Landscape - The entry of Alibaba, Xiaomi, and ByteDance into the smart glasses market suggests a potential "Three Kingdoms" era of competition among major players [3][11]. - The current market is characterized by a lack of fierce competition, with companies still in the early stages of product development and market penetration [11][14]. Technical Features - Alibaba's glasses feature a light guide AR technology, which is considered essential for consumer-grade AR glasses due to its lightweight and high light transmission properties [3][7]. - The design of the glasses has received mixed reviews, with some industry experts noting a lack of balance between functionality and aesthetics [6][8]. Software Ecosystem - Alibaba's software ecosystem, including applications like Alipay and Taobao, is seen as a competitive advantage over rivals, providing a more integrated user experience [9][10]. - The glasses are designed to support various applications, such as product recognition and price comparison, enhancing their utility [9][10]. Production and Supply Chain - Initial production targets for Alibaba's AI glasses are set at 100,000 units, while Xiaomi's first batch reportedly sold out quickly [12][13]. - The industry faces challenges related to production capacity and supply chain management, which are critical for meeting market demand [14][15]. Future Outlook - The smart glasses market is still in its infancy, with many products focusing primarily on photography and audio features rather than fully utilizing AI capabilities [16][21]. - As the market evolves, companies will need to explore hardware integration and offline retail strategies to enhance user engagement and sales [17][19].

Core Insights - The four major banks in China have recently begun to integrate Alibaba's AI technologies into their operations, marking the first significant collaboration between national financial institutions and Alibaba in the past five years [1] Group 1: Collaborations and Projects - Alibaba Cloud has won the bid for the China Construction Bank's intelligent coding project, while the Industrial and Commercial Bank of China (ICBC) is applying Alibaba's Qwen model for intelligent risk control [1] - The financial technology subsidiary of China Construction Bank, Jianxin Jinke, has adopted Tongyi Lingma to enhance the entire development process, achieving over 30% adoption rate for intelligent code generation, significantly improving development efficiency and engineering standards [1] - The collaboration between ICBC and Alibaba was highlighted at the 2025 Global Digital Economy Conference, showcasing the "Merchant Intelligent Review Assistant" based on Tongyi Qianwen multimodal model, which replaces traditional OCR technology in the merchant admission review process, demonstrating substantial business value [1]

专题：2025世界人工智能大会 新浪科技讯 7月27日上午消息，2025世界人工智能大会（WAIC 2025）于7月26-28日在上海举办。大会 期间，阿里巴巴发布首个自研AI智能眼镜，该款AI眼镜将深度融合阿里及支付宝生态：具备通义千问 大模型和夸克最新AI能力，还支持高德导航、支付宝看一下支付、淘宝比价、飞猪商旅提醒等，未来 还将探索在健康、办公等场景的应用。 第三，它是一款超级的AI助理，它基于夸克以及阿里各种AI应用的能力，基于此以及跨应用的能力， 它可以对我们日常的通用问答，包括这种视觉的图像问答有一个更好的理解和内容的输出。 据该产品经理演示，在阿里AI眼镜的镜片上，有两块透明的光波导镜片，可用于显示地图导航信息， 翻译字幕等功能。（文猛） 目前，字节跳动、小米等科技大厂均已发布自己的AI眼镜，与此同时，Rokid、Xreal等行业新秀也新品 跌出。 责任编辑：王翔 对于阿里AI眼镜是否会比小米等厂家眼镜便宜这一问题，该款AI眼镜产品经理在与新浪科技沟通中表 示，"我们和小米的眼睛是有区别的，不管是它的佩戴的轻便性，还是说它是带显示，因为小米本身是 不带显示的"。他指出该，这款AI眼镜具备三大亮点 ...

Core Trends - Major tech giants are integrating AI products into multi-ecosystem functionalities to capture market share, while entrepreneurs can leverage open-source ecosystems for competitive advantages [1][4] - AI design tools are breaking traditional limitations, with products like Meitu's RoboNeo leading the market and reshaping industry standards [1][5][7] Product Launches - Alibaba is set to launch its first self-developed AI glasses, integrating various ecosystem functions such as voice assistance and real-time translation, aiming to penetrate the consumer market and compete with Meta and Xiaomi [4][5] - Meitu's RoboNeo has topped the App Store's graphics and design category, focusing on image editing and design through natural language interaction, competing with the overseas product Lovart [5][6] Industry Events - The departure of Apple's AI team leader to Meta highlights internal strategic disagreements within Apple regarding AI development, raising concerns about its competitive position in the AI landscape [8] Technological Breakthroughs - ByteDance's Trae 2.0 introduces a new AI programming assistant that supports end-to-end development processes, enhancing efficiency and reshaping the AI programming landscape [14][15] - Decart has launched the world's first live-streaming AI video model, which allows real-time video style transfer without time limitations, attracting significant investment and pushing the boundaries of AI video technology [16] AI Applications - OpenAI's ChatGPT Agent combines multiple functionalities for automated task completion, marking a shift from language interaction tools to execution systems, thereby challenging traditional software [18] - FinGenius, developed by a team of Gen Z entrepreneurs, utilizes a multi-agent system to generate financial reports in 30 seconds, significantly improving efficiency in investment decision-making [18][21] - Genspark's AI browser has achieved impressive commercial success, indicating the potential for AI integration in everyday applications and raising discussions about AI's role in personal life [19][20]

Group 1 - Volant Aviation has signed a tripartite cooperation agreement with Pan Pacific and China Aviation Technology International Engineering Company to procure 500 units of VE25-100 eVTOL, valued at $1.75 billion, marking the largest international order for Chinese high-grade passenger eVTOLs to date [2] Group 2 - Alibaba is set to launch its first self-developed AI glasses this week, featuring basic functionalities such as voice assistant, music playback, phone calls, real-time translation, and meeting minutes [3] Group 3 - Mitsubishi Motors has officially severed its joint venture with Shenyang Aerospace Mitsubishi Motors Engine Manufacturing Co., effectively exiting the Chinese automotive production market after 40 years [4] Group 4 - The Hainan Free Trade Port is scheduled to officially start its closure on December 18, 2025 [4] Group 5 - A report circulated that starting July 20, fuel vehicles would be completely banned from ride-hailing platforms in Beijing; however, the source was unverified and subsequently retracted [5] Group 6 - Quark Health's large model has successfully passed the written assessment for 12 core disciplines of chief physician in China, becoming the first large model to achieve this milestone [6] Group 7 - Li Auto has completed the adjustment of payment terms for direct suppliers to a 60-day period, with monthly payments scheduled twice [7] Group 8 - 360 Group's founder Zhou Hongyi announced a shift towards domestic chip procurement, primarily sourcing products from Huawei despite acknowledging the gap with NVIDIA [7] Group 9 - China National Nuclear Corporation announced the completion of the preliminary design for the country's first fourth-generation commercial fast reactor, CFR1000, which is ready for approval [8] Group 10 - Huawei has launched the Pura80 digital version, which is available for pre-sale at a starting price of 4,699 yuan, approximately 800 yuan lower than the previous generation [9] Group 11 - SenseTime is reportedly establishing an independent company focused on embodied intelligence, with a core team including its chief scientist and former head of JD's research institute [10] Group 12 - Zhiyuan Robotics has listed its quadruped robot D1 ULTRA on its official website, designed for specialized applications with a maximum running speed of 3.7 meters per second [11] Group 13 - Sales of moissanite jewelry from China have surged by 20 times on AliExpress, indicating a shift in consumer preference from traditional diamonds [11] Group 14 - Saudi Arabia's largest supermarket chain, Othaim, has joined AliExpress to expand its "hourly delivery" service [11] Group 15 - Stellantis is recalling over 121,000 vehicles in the U.S. due to potential issues with headrests that may not lock properly, increasing the risk of injury during collisions [12] Group 16 - Japan plans to utilize its local dealer network to assist in the sales of American cars [13] Group 17 - Tesla's vehicle registrations in California fell to 41,138 units in Q2, representing a year-on-year decline of 21.1%, marking the seventh consecutive quarter of decline [14] Group 18 - The European Commission is considering a partnership with Japan to jointly mine rare earth elements [15] Group 19 - OpenAI has reached a strategic partnership with the UK government to accelerate AI infrastructure development and attract private investment, building on a £674 million sovereign AI project [16] Group 20 - Surpine has completed a multi-million Pre-A financing round, backed by the Jiebai Consumer Fund [17] Group 21 - Amazon has confirmed plans to acquire wearable device startup Bee AI, which focuses on wearable voice devices [18] Group 22 - Mindray Medical is reportedly considering a secondary listing in Hong Kong, aiming to raise at least $1 billion [19] Group 23 - The three major A-share indices closed mixed, with the Shanghai Composite Index up 0.01% and the Shenzhen Component Index down 0.37% [20] Group 24 - The Hang Seng Index rose by 1.62%, while the Hang Seng Tech Index increased by 2.48% [20] Group 25 - The onshore RMB against the USD closed at 7.1610, appreciating by 146 points from the previous trading day [21] Group 26 - European stocks opened higher, with Germany's DAX index up 1.18% and France's CAC40 index rising by 1.23% [21] Group 27 - Domestic commodity futures closed mixed, with coking coal futures hitting the limit up, while lithium carbonate fell over 4% [21] Group 28 - The Nikkei 225 index closed up 3.51% at 41,171.32 points [22] Group 29 - The KOSPI index in South Korea closed up 13.83 points, a 0.44% increase, at 3,183.77 points [22]

【观网财经丨智能早报 7月24日】 埃森哲：中企全面拥抱AI，但仅9%应用生成式AI成效显著 7月24日消息，埃森哲发布《2025中国企业数字化转型指数》报告显示，中国企业正在全面拥抱AI，且 先进AI技术正在延伸至研发设计、制造、供应链等复杂领域，但生成式AI的规模化落地与价值实现仍 面临挑战。 调研显示，46%的受访企业正在规模化应用生成式AI，但只有21%的企业能够以较快速度实现规模化应 用，仅9%的企业通过生成式AI实现显著价值转化。（智通财经） 劳动力短缺，日本零售商店加强AI使用 由于劳动力短缺，日本一些零售商店引入人工智能（AI）来帮助处理订单和管理库存，以提高工作效 率。据日本广播协会22日报道，全家便利商店今年6月在日本约500家门店引入AI技术，可通过分析过 去一年的销售额、客流量和天气，为商店推荐采购清单。全家方面表示，该系统能将下单时间缩短一 半，缺货率降低约4%。未来可能会在更多门店引入这项技术。（新华社） 曝马斯克用200多名员工人脸数据训练 Grok 7月23日，有媒体曝光了马斯克旗下 xAI 的一个内部项目。该项目要求员工录制自身面部表情以训练 AI，帮助 Grok 理解人类的 ...

据36氪7月23日报道，阿里巴巴将于本周发布首款自研AI眼镜。 据了解，阿里即将发布的这款AI眼镜会拥有市面上多数产品拥有的的基础功能，如语音助手、音乐播 放、电话通话、实时翻译、会议纪要等功能。这也是阿里自去年底整合AI To C业务之后，推出的首款 AI产品，是阿里AI to C战略的延展。 公司方面，据上市公司互动平台表示， 博士眼镜：公司已在100余家零售门店内铺设智能眼镜专柜。 龙旗科技：拥有智能眼镜整机组装等业务。 *免责声明：文章内容仅供参考，不构成投资建议 另据智通财经报道，当地时间7月22日，亚马逊宣布收购AI可穿戴设备初创公司Bee AI；交易完成后， Bee AI旗下的AI手环将加入亚马逊的硬件产品集。 点评：中原证券指出，AI眼镜是端侧AI最佳硬件载体之一，此前Meta、小米AI眼镜等重磅新品陆续发 布，多款AI眼镜新品放量在即，有望推动全球AI眼镜出货量快速增长，根据wellsennXR的数据，预计 2025年全球AI眼镜销量达到350万台，同比增长230%，预计2026年将达到千万台。 国金证券表示，AI眼镜正处产业趋势爆发前期，2025 年上半年 AI 眼镜赛道热情高涨，全球发布 ...

苹果境遇引发担忧媒体报道截图 彭博行业研究分析师凯瑟琳·林（Catherine Lim）在一份报告中写道："由于美国可能对苹果拟在中国iPhone中引入阿里AI的合作持反对态度，阿里潜在云业 务收入增长面临风险。在相关情况更明朗之前，阿里可能会推迟在相关基础设施上的研发投入和资本支出。" 对于苹果的市场前景，美国媒体多了一份担心。 5月19日，彭博社援引《纽约时报》消息称，"知情人士"透露，近几个月来，美国白宫和国会官员一直在审查苹果拟与阿里达成的合作。该合作将使得苹果 在中国销售的iPhone上提供阿里的AI技术。报道称，如果苹果公司与阿里巴巴集团的在华AI合作受挫，那么苹果的损失远大于阿里。 一些市场观察人士指出，如果这项合作被推迟甚至告吹，受损更大的可能是苹果，因为中国是仅次于美国的苹果第二大市场。"如果苹果放弃这笔AI合作， 它的损失远比阿里更大。苹果在中国最终仍需要一个AI合作伙伴，否则其手机的竞争力将会下降 。"瑞联银行董事总经理凌伟森表示。 今年4月，国际数据公司（IDC）发布2025年第一季度中国智能手机市场出货量的初步数据。当季中国智能手机市场出货量为7160万台，同比增长3.3%，优 于全 ...

大家早上好！这里是今天的早报，每天早上，我都会在这里跟你聊聊昨夜今晨发生了哪些大事儿。 本 栏目由虎嗅出品。 热点追踪 【国家新闻出版署：5月份共130款国产网络游戏获批，14款进口网络游戏获批】 据澎湃新闻，5月21日，国家新闻出版署发布2025年5月份国产网络游戏审批信息，共130款游戏获批。同日， 国家新闻出版署发布2025年进口网络游戏审批信息，5月份共14款进口网络游戏获批。 【倒卖蜜雪冰城柠檬水赚差价当事人发声：本为拍创业视频，无心之举引发全网关注，这次经历给自己 上了深刻一课】 据经视直播，5月21日，#蜜雪冰城回应网友倒卖柠檬水赚差价#一事经报道后，迅速引发热议。当天17时48 分，网名为"战凌云"的网友发布视频，公开承认自己正是事件当事人，并简要讲述了事情经过。 当事人"战凌云"表示，自己拍摄倒卖柠檬水视频，初衷是想为粉丝做一个低成本摆摊创业的实操示范，并非以 盈利为目的。让他始料未及的是，这段无心拍摄的视频收获了大量关注，引发广泛讨论。随着事件发酵，专业 法律人士也对此事进行了解读，明确指出当事人的行为并未构成侵权，这让当事人吃下了"定心丸"。"战凌 云"感慨，这次经历给自己，也给所有年轻 ...