Group 1 - Anthropic launched the Claude in Excel plugin, an intelligent assistant embedded in Excel that can understand entire workbooks, including complex formulas and multi-sheet dependencies [1] - Altimeter Capital's partner, Freda Duan, highlighted that while programming is currently a strong AI application area, Excel has the potential to become the next "super vertical" in AI due to its billion-user scale [1] - Major industry players like OpenAI and Anthropic are actively expanding into the spreadsheet and productivity workflow sectors, indicating a significant shift in the market [1] Group 2 - The AI + office software market is projected to reach 30.864 billion yuan in 2024 and is expected to grow to 191.137 billion yuan by 2028, with a compound annual growth rate (CAGR) of 57.75% [1] - GF Securities believes that if the upcoming DeepSeek V4 shows improvements in model capabilities and reduced computing costs, it could accelerate the commercialization of related applications [2] - Kingsoft Office is identified as a leading domestic office software company, while Yealink has developed a comprehensive business covering desktop communication terminals, conference products, and cloud office terminals [2]

生成式AI 一、OpenAI Codex预告，今先揭秘Codex CLI核心智能体循环 1. OpenAI CEO奥特曼预告下周起将发布Codex相关重磅内容，官方同步发布技术博客揭秘Codex CLI核心架构—— 智能体循环； 2. 智能体循环通过Responses API协调用户指令、模型推理与本地工具执行，采用"提示词前缀一致"策略触发缓存优 化性能； 3. Codex支持零数据保留配置保障隐私，利用自动压缩技术管理上下文窗口，后续将深入介绍工具调用和沙箱模型。 https://mp.weixin.qq.com/s/dEpQBtt3wHgzPz_HEIDVdA 二、谷歌 DeepMind 发布 D4RT，彻底颠覆了动态 4D 重建范式 1. 谷歌DeepMind发布D4RT，将3D重建、相机追踪、动态物体捕捉统一成"查询"动作，速度比现有SOTA快18至 300倍； 2. 核心创新是统一的时空查询接口，AI先全局"阅读"视频生成场景表征，再按需搜索任意像素的3D轨迹、深度和位 姿； 3. 该技术对具身智能、自动驾驶和AR意义重大，让AI实时理解动态环境，但训练仍需10亿参数模型和64个TPU。 1. 百 ...