来源：中国新闻网 中新网广州7月12日电 (程景伟 张跞乐)广东省2025年世界青年技能日首场主题活动11日在广州市公用事 业技师学院启幕。活动现场发布"世赛通"AI智能体平台，标志着广东技能人才培养进入数字化新阶段。 日前，广东省人力资源和社会保障厅印发了《关于组织开展2025年世界青年技能日"技能照亮前程"主题 活动的通知》，计划于7月至8月开展多项相关活动。(完) 来自香港的第47届世赛商品展示项目冠军陈咏琪通过视频，介绍了其如何将天马行空的创意变为获奖作 品。来自澳门的第47届世赛酒店接待项目优胜奖获得者陈志力则用"让服务传递家的温度"的职业追求， 诠释了技能无小事的真谛。 人工智能展区现场。张跞乐 摄 技能嘉年华活动设置了学生作品展区、技能超市体验区、人工智能展区、世赛成果展区等四大主题展 区，其中学生作品展区展示广州技工院校学生创作的110余件优秀作品，涵盖服装设计、智能制造、数 字创意等领域。 该平台包含了图文、视频等多媒体资源，支持赛事资讯、世赛(世界技能大赛)科研等内容的智能检索， 能够自动解答世赛成果转化中的常见问题，为高技能人才培养与科研工作提供智能支持。 活动现场。广东省人力资源和社会 ...

1.【 Manus"润了"？官网显示"地区不可用"，社交账号清空 】 7月11日消息，日前有消息称，通用 AI智能体公司Manus对旗下部分国内业务进行裁员，并将核心技术人员迁往新加坡总部，公司目前在 中国区的员工总数为120人左右。对此，Manus方面曾回应称：基于公司自身经营效率考量，我们决 定对部分业务团队进行调整。公司将继续专注核心业务发展，提升整体运营效率。新浪科技发现，目 前Manus官网首页显示为"Manus在你所在的地区不可用"，而此前为"Manus中文版本正在开发 中"。此外，Manus官方微博和小红书账号的内容已清空。（新浪科技） 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 此外，如果您还想 查公司、找项目、看行业，深入了解人形机器人、商业航天、AGI等热门赛道 ，欢迎加入睿兽分析会员，解锁相关行业图谱和报告等。 （活动期间加入会员可免费获赠一份 产业日报） 4.【消息称亚马逊 AWS将于7月15日推出AI智能体市场，Anthropic参与】 7月11日消息，外媒 TechCrunch当地时间昨日援引消息人士的话称，亚马逊AWS将于7月15日在美国纽约市举行的AWS 峰会上 ...

以下文章来源于富国基金 ，作者前瞻布局 富国基金 . 关注富国基金，获取富国基金独家专业又有料的投资资讯，富二姑娘为您提供专业服务。富国基金，投资未 来 · 在一起。 市 场 总 是 充 满 惊 喜 —— 时 隔 8 个 月 ， A 股 重 新 站 上 3500 点 ， 机 器 人 、 创 新 药 、 光 伏 等 赛 道 表 现 活 跃，。这不仅仅是简单的指数反弹，更是"政策暖风+产业升级+资金重构"三重共振下的新起点。 站在这个关键节点，我们不禁要问：AI应用爆发在即，哪些公司能真正兑现业绩？创新药出海加速， 如何捕捉下一个10倍牛股？港股估值洼地，持续吸引南向资金，哪些资产被严重低估？下面特别梳理 了主流券商研究所2025下半年最为关注的投资主线，助力客官把握市场脉搏，在新起点上，实现高效 布局! 展望2025下半年：市场主流投资机会在哪里？ 站在年中节点回望，A股上半年的震荡如同为下半场蓄力的弓弦，三大力量正悄然拧成合力： 政策底的"加法效应"，政策已从"托底"转向"发力"、盈利周期的"V型曙光"刺破阴霾、全球科技的"同 频共振"更添变数。对于当下的市场，我们普遍认为它更像是"五月的麦田"：政策是阳光， ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 智通财经记者 | 陈靖 金融科技已成为证券行业发展的重要驱动力。 近期，东海证券发布首席信息官（CIO）招聘公告、星展证券原CIO李洋加盟野村东方国际证券拟任CIO，再度将市场 目光聚焦于券商首席信息官这一关键岗位的变动情况。 据智通财经不完全梳理，2025年以来，券商行业高管变动频繁，CIO岗位也不例外，截至目前，至少已有10余家券商的 CIO发生了更替。 从变动券商的具体情况来看，中信证券（600030.SH）于2月19日聘任于新利担任公司首席信息官，方兴不再担任该 职。于新利自1999年加入中信证券，现任公司信息技术中心行政负责人，其履历横跨经纪、研究等多领域，是综合金融 领域的"多面手"。兴业证券（601377.SH）的蒋剑飞同样是从内部提拔，他历任信息技术中心总监、副总经理，数智金 融部总经理等管理岗。有业内人士指出，这种内部任命的方式，体现出券商对人才技术与业务管理复合能力的重视，期 望CIO能更好地将信息技术融入业务流程，实现从"被动适配"到"主动赋能"的转变。 并购重组与股权变更也促使了部分券商CIO的新任命。6月6日， ...

已获亚马逊注资的Anthropic(据传正接受该电商巨头新一轮数十亿美元投资)，将未来数年AI发展重点押 注于智能体领域。该公司不仅自主开发AI智能体，还通过API赋能开发者创建定制化方案。 AWS市场将助其触达更广泛客户群(包括OpenAI等竞品的现有用户)，同时吸引更多开发者使用其API开 发生态，最终提升营收规模——今年5月底其年化收入已突破30亿美元。 与所有在线市场类似，AWS将从智能体安装收入中抽取分成。但相较于其开启新收入渠道、获客能力 的潜在价值，佣金比例实则微乎其微。知情人士透露，该市场采用类SaaS的独立定价模式，而非捆绑式 服务销售。 亚马逊并非首个布局智能体市场的科技巨头。今年4月，谷歌云推出AI智能体市场；一个月后微软在 Microsoft 365 Copilot中上线"Agent Store"；Salesforce、ServiceNow等企业软件服务商也相继推出自有平 台。但此类市场对中小AI初创企业及特定需求客户的实效仍有待验证。 智通财经APP获悉，亚马逊(AMZN.US)云服务(AWS)将于下周推出AI智能体市场（AI agent marketplace），AI公司Anthr ...

Core Viewpoint - Manus, an AI Agent company, has faced significant challenges following a large-scale layoff and a shift of its headquarters to Singapore, indicating a strategic pivot in response to market pressures and operational efficiency [1][3][10]. Group 1: Company Developments - Manus confirmed a layoff of non-core technical staff, reducing its workforce from 120 to around 40 core technical personnel, as part of a strategy to enhance operational efficiency [1][3]. - The company has rapidly expanded its global presence, moving its headquarters to Singapore and establishing offices in California and Tokyo, reflecting a trend of "de-Chinaization" in its operations [3][4]. - Manus has completed two rounds of financing within a year, with a notable $75 million Series B funding led by Benchmark, raising its valuation to $500 million [4][6]. Group 2: Market Challenges - The AI Agent market is highly competitive, with the need for strong user retention and data accumulation to create a sustainable business model [2][10]. - Manus faces internal challenges related to the complexity of coordinating multiple AI models as tasks grow in scale and complexity [14]. - External competition is intensifying, particularly from newer entrants like GenSpark, which has demonstrated rapid growth and user acquisition, posing a threat to Manus's market position [15][16]. Group 3: Strategic Considerations - Manus has a significant user base of 200,000 potential paying customers, which could be monetized if user engagement and retention strategies are effectively implemented [17][20]. - The company must focus on creating a product that is not only functional but also engaging to retain users, as evidenced by successful strategies employed by other AI startups [18][19]. - There is a potential path for Manus to pivot towards niche markets or vertical applications, which could provide a more secure competitive position in the evolving AI landscape [20][22].

从"山重水复"到"柳暗花明" 华龙证券研究所 策略 分析师：朱金金 SAC执业证书编号：S0230521030009 邮箱：zhujj@hlzq.com 2025年7月10日 ——A股市场2025年中期投资策略报告 证券研究报告 请认真阅读文后免责条款 资料来源：Wind，华龙证券研究所 《A股月度金股：7月市场中枢或有上移》2025.07.01 《A股市场2024年报及2025年一季报综述：二季度关注政策催化且业绩保持韧 性方向》2025.5.17 《2025年A股投资策略报告：启航新时期，逐梦高质牛》2024.12.09 请认真阅读文后免责条款 目 录 3 长牛未央 坚守成长 2 摩擦缓和 政策显效 1 对等关税 扰动可控 4 行业主题 突出重点 2 5 风险提示 请认真阅读文后免责条款 2025年1月1日-2025年6月30日市场走势（单位：%） 相关报告 3 报告摘要 请认真阅读文后免责条款 4 Ø 对等关税，扰动可控。美国关税政策干扰全球经济，多国际组织下调全球经济增速。世行将2025年全球经济增长预期下调至2.3%，原因是贸易政策不 确定性。美国加征关税对其主要贸易国短时冲击明显，4月美国前八大贸 ...

Core Insights - Manus, an AI Agent company, has faced significant challenges, including a large-scale layoff of employees, with 80 out of 120 employees being let go as part of a restructuring to focus on core business operations [1][6][21] - The company has shifted its headquarters to Singapore and is expanding its global presence, which is closely tied to its financing process [2][3][10] - Despite rapid fundraising success, Manus has not made substantial product updates since its initial launch, indicating a potential risk in maintaining user engagement and market competitiveness [3][13][22] Company Developments - Manus's restructuring involved moving over 40 core technical staff to Singapore, while the remaining employees were laid off, reflecting a strategic shift towards operational efficiency [1][6] - The company has completed two rounds of financing within a year, with a notable $75 million B round led by Benchmark, raising its valuation to nearly $500 million [5][10] - The company has been actively recruiting in Singapore, with job postings indicating a significant increase in salary offerings compared to previous domestic positions [7][10] Market Position and Competition - Manus is facing intense competition in the AI Agent space, particularly from newer entrants like GenSpark, which has demonstrated rapid growth and user acquisition [14][15][22] - The competitive landscape is further complicated by the entry of major tech companies into the AI application market, which could threaten Manus's market share [15][22] - The company has accumulated a waitlist of 2 million potential users, which could be a valuable asset if effectively converted into paying customers [16][20] Strategic Challenges - Manus's ability to maintain user engagement and loyalty is critical, as many AI products struggle with user retention [13][20] - The company must navigate the challenges of localization and integration into local markets as it expands internationally [11][12] - There is a pressing need for Manus to innovate and differentiate its product offerings to avoid being overshadowed by competitors [17][22]

随着AI大模型的普及，AI公司正涌入无数新玩家，曾经被视为弄潮儿的"AI四小龙"如今也只是AI大浪 潮中的一分子，直面激烈的行业竞争。 7月9日，科创板上市公司云从科技（688327）公告披露显示，公司于近日收到上海证券交易所科创板公 司管理部下发的《关于云从科技集团股份有限公司2024年年度报告的信息披露监管问询函》（以下简 称"问询函"）。问询函重点关注云从科技营收大幅下滑、主要客户显著变动、公司整体毛利率明显下降 等情况。 云从科技公告。 云从科技在回复中表示，相关情况主要是受外部环境和公司战略调整双重因素影响。南都·湾财社记者 观察发现，2024年以来，云从科技的政府、金融等传统"金饭碗"业务收缩明显，公司正在向制造、能 源、文旅等多元板块拓展新业务，拓新过程中毛利率承压。在拓新业务过程中，"现金流"成为云从科技 获取订单的重要考量。 营收大幅下滑引监管关注 称下游客户采购AI更重"性价比" 云从科技2024年年报显示，实现营收3.98亿元，同比减少36.69%，综合毛利率35.68%，同比减少16.20 个百分点。分行业看，公司收入结构变动较大，智慧治理、智慧金融、智慧出行、智慧商业行业的营收 和毛 ...

Market Overview - US stocks rose, led by major tech companies, with the Nasdaq up nearly 1% and the S&P 500 gaining 0.61% [2] - Nvidia's market capitalization briefly surpassed $4 trillion, closing up 1.8%, leading the tech giants [3] - US Treasury prices rebounded, with the 10-year Treasury yield dropping nearly 7 basis points [2][6] - Bitcoin surged to $112,000, marking a nearly 19% increase this year [2] - Oil prices remained stable despite a significant increase in crude oil inventories, the largest since January [2] Key Economic Indicators - China's June CPI rose 0.1% year-on-year, with core CPI reaching a 14-month high, while PPI's year-on-year decline expanded to 3.6% [3][10] - Trump's new tariffs target eight countries, with a 50% tariff on Brazilian imports, the highest to date [3][10] - The US Treasury Department reported a significant decrease in the risk of a "debt issuance wave" [12] Company News - Nvidia's market cap reached $4 trillion, with expectations for strong earnings in the upcoming earnings season [15] - OpenAI is set to launch an AI browser, challenging Google's Chrome dominance [15] - Amazon's extended Prime Day sales saw a significant drop in initial sales, raising concerns about consumer interest [15] - Hong Kong Jockey Club plans to sell $1 billion in private equity funds, including assets from Blackstone and Warburg Pincus [15][16] Industry Insights - The engineering machinery sector is experiencing a recovery, with excavator sales in June up 13% year-on-year [25] - The photovoltaic industry is undergoing a "de-involution" movement, with supply-side reforms expected to impact the silicon material segment [26] - The AI sector in China is seeing strong growth, with AI agents and multi-modal models becoming key growth drivers [20]