RT s4mmy (@S4mmyEth)As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:i) @virtuals_io : ACP + Decentralized Governance.Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.Expect more to come as innovative teams launch agents to disrupt their respective industr ...

RT s4mmy (@S4mmyEth)As Bitcoin hits price discovery it's important to pay attention to the coins showing strength.Nansen 24-hour net inflows show that AI tokens continue to run hard as majors break:i) @virtuals_io : ACP + Decentralized Governance.Once again 7-figure net inflows and top of the leaderboard as ACP gathers momentum.The first phase of governance proposals passed highlighting an engaged veVIRTUAL holder base.Expect more to come as innovative teams launch agents to disrupt their respective industr ...

据澎湃新闻，曾在今年3月一度爆火的AI Agent（智能体）平台Manus再次引发关注。7月11日，记者 发现，登录Manus官网，已显示为"Manus在你所在的地区不可用"，此前为"Manus中文版本正在开 发中"。同时，Manus的官方微博和小红书账号已清空内容，只有微信视频号ManusAI留下一则宣 布"与阿里通义千问团队正式达成战略合作"的信息。不过，Manus的海外社交平台X上的账号依旧保 持更新，该账号显示位置为"新加坡"，最新一条更新时间为7月10日，介绍一场定于13日在旧金山的 徒步活动信息。对此，Manus方面尚未作出回应。 ...

多年以来，大量全球技术人才集中流向硅谷的几家科技巨头；如今，这场人才竞争加速蔓延至更多国家、城市与公司之间。中国新兴的 AI 初创企业，也开 始加入战局。 初创企业的全球招聘 4月有消息称 Manus 获得了硅谷风投 Benchmark 领投的7500万美元融资，估值达到5亿美元，并称 Manus 已与投资人讨论了将国际业务与国内业务完全分 离、专注全球市场的可能性；5月有消息称投资方 Benchmark 因该笔投资接受美财政部审查。对于一家产品型公司来说，新加坡或许是为了解决资金、算力 和增长问题的折衷选择。 另一家热门 AI 初创 DeepSeek（深度求索）近期也在 LinkedIn 上发布招聘信息，包括全栈工程师、深度学习研究员/研发工程师等10个岗位，由于目前 LinkedIn 在中国并无 C 端服务，因此被视作正在"开展国际招聘"。但目前职位描述均使用中文，岗位 base 地点也集中在北京与杭州，推测以扩大人才触 达、吸引海外华人技术人才为主。 科技巨头仍是最大买家 Manus 和 DeepSeek，两家上半年名声大噪的 AI 公司近期均因人才流向成为关注热点。 因发布"通用型 AI agent" ...

Group 1: Computer Industry - The overseas demand for AI token continues to grow, creating a positive cycle between AI computing power and applications, suggesting a focus on domestic NV chain-related companies [5][2] - ByteDance has established a relative advantage in the AI application ecosystem, recommending attention to ByteDance's ecosystem partners [5][3] - The business model of AI Agents is shifting from "providing tools" to "delivering value," enhancing investment opportunities in vertical industry know-how companies, particularly leading SAAS firms in AI Agent deployment [5][4] Group 2: Machinery Industry - In June, domestic excavator sales showed a year-on-year recovery (+6.2%), with exports increasing significantly (+19.3%), indicating resilience in domestic demand supported by government initiatives [8][12] - The average working hours for major construction machinery products in China decreased year-on-year, while Indonesia's market showed strong growth, suggesting a structural recovery in overseas demand [10][12] - The export growth of excavators to emerging markets like Africa and the Middle East continues, compensating for declines in exports to the US and Canada [11][12] Group 3: Media Industry - The film market in June showed a box office of 1.906 billion yuan, a year-on-year decline of 35.39%, but a month-on-month increase of 9.60%, indicating a recovery trend driven by quality films [15] - The gaming market continues to grow, with actual sales revenue reaching 28.051 billion yuan in May, reflecting a year-on-year increase of 9.86% [16] - The IP derivative market is gaining attention, with several companies preparing for IPOs, indicating a shift in consumer demographics and preferences [17] Group 4: Public Utilities - The newly released renewable energy consumption responsibility weights for 2025 indicate a clear demand for green electricity, with most provinces seeing an increase in responsibility targets compared to previous expectations [21][22] - The introduction of green electricity consumption targets for high-energy industries like steel and data centers is expected to foster new business models and alleviate current industry challenges [24][26]

图片来源： Anthropic 据 TechCrunch 消息， 亚马逊云科技（ AWS ）将于下周推出 AI 智能体市场， Anthropic 已成为其合 作伙伴之一。AWS Agent 市场将于 7 月 15 日在纽约市举行的 AWS 峰会上推出。 如今 AI Agent 无处不在。硅谷的每位投资者都看好开发 AI Agent 的初创公司 ——尽管对于 AI Agent 的确切定义仍存在分歧。 这个术语有些模糊 ，通常被用来描述能够自主决策和执行任务的计 算机程序，例如通过后端 AI 模型与软件交互。 OpenAI 和 Anthropic 等 AI 巨头正将其宣传为科技界的下一件大事。然而， AI Agent 的分发面临挑 战，因为大多数公司都是孤立地提供它们。 AWS 似乎正通过这一新举措来解决这个问题。 该公司的专属 Agent 市场将允许初创企业直接向 AWS 客户提供其 AI Agent 。消息人士称，该市场还 将允许企业客户根据需求在一个平台上浏览、安装和寻找 AI Agent 。 这可能会为 Anthropic， 以及其他 AWS 智能体市场合作伙伴——带来显著的增长动力。 Anthropic ...

8 July 2025 | 11:12PM HKT Yonyou (600588.SS): Mgmt. call: AI to drive client spending and internal efficiency; Large-scale clients to see sequential recovery We hosted Yonyou management on July 8 in our China Software Corp Call Series (July 7-10). Key discussions focused on (1) Enterprise clients' IT spending, (2) Gen-AI and AI agent monetization, and (3) Efficiency improvement. Overall, post challenging 1Q25 (rev -21% YoY), management expects to see sequential growth in 2Q, supported by improving demand fr ...

中国银河证券表示，海外token需求持续增长， AI算力与应用实现正向循环，建议关注国内NV链相关企 业；字节在 AI应用生态领域已构建起相对优势，建议关注字节生态合作伙伴；AI Agent的商业模式正 从"提供工具"向"交付价值"转变，对应垂直行业know how型卡位公司的投资机会相对提升，建议关注在 AI Agent方面布局领先的垂直领域卡位SAAS企业。 ...

Core Insights - The rapid development of AI Agents has ignited a trend of "everything can be an Agent," particularly evident in the competitive landscape of model development and application [1][2][10] - Major companies like OpenAI, Google, and Alibaba are heavily investing in the Agent space, with new products emerging that enhance user interaction and decision-making capabilities [2][7][8] - The evolution of AI applications is categorized into three phases: prompt-based interactions, workflow-based systems, and the current phase of AI Agents, which emphasize autonomous decision-making and tool usage [17][19] Group 1: Model Development - The AI sector has entered a "arms race" for model development, with significant advancements marked by the release of models like DeepSeek, o3 Pro, and Gemini 2.5 Pro [5][6][14] - The introduction of DeepSeek has demonstrated that there is no significant gap between domestic and international model technologies, prompting major players to accelerate their model strategies [6][10] - The focus has shifted from "pre-training" to "post-training" methods, utilizing reinforcement learning to enhance model performance even with limited labeled data [11][13] Group 2: Application Development - The launch of OpenAI's Operator and Deep Research has marked 2025 as the "Year of AI Agents," with a surge in applications that leverage these capabilities [7][8] - Companies are exploring various applications of AI Agents, with notable examples including Cursor and Windsurf, which have validated product-market fit in the programming domain [9][21] - The ability of Agents to use tools effectively has been a significant breakthrough, allowing for enhanced information retrieval and interaction with external systems [20][21] Group 3: Challenges and Opportunities - Despite advancements, AI Agents face challenges such as context management, memory mechanisms, and interaction with complex software systems [39][40] - The future of Agent applications may involve evolving business models, potentially shifting from subscription-based to usage-based or outcome-based payment structures [40][41] - The industry is witnessing a competitive landscape where vertical-specific Agents may offer more value due to their specialized knowledge and closer user relationships [42][46]

以下文章来源于三言Pro ，作者DorAemon 三言Pro . 聚焦新未来新科技，严肃又活泼 砍掉2/3中国区员工。 文 ｜ DorAemon 来源｜ 三言 Pro(ID:sycaijing ) 封面来源 ｜ 企业官方 此事可能首先与当前国际技术投资以及合作环境的变化密切相关。据报道，Manus近期完成了由硅谷顶级风投Benchmark领投的7500万美元融资，最新估值 达到5亿美元。然而，Benchmark在注资后随即收到相关监管部门的问询，询问该笔投资是否涉及针对特定国家关键技术投资的新限制。鉴于外部环境原 因，促使Manus将业务重心转向海外市场。 近日，各社交平台上有大量爆料称，之前爆火的AI Agent Manus进行裁员。据钛媒体报道，Manus在中国区的员工总数约为120人，其中40多名核心技术人 员已转岗至新加坡总部，其余员工面临裁员优化，裁员补偿标准为N+3或2N。 今年6月中旬，Manus的相关广告就已经出现在新加坡公交站台以及地铁站中。并且Manus已在新加坡展开招聘，岗位包括AI工程师、数据科学家、软件开 发经理等，薪资每月8000美元-16000美元，约合人民币11万元/月，年薪超 ...