来源：钛媒体APP 负责任AI将从"少数企业的实践"转变为"行业标配"，中美AI生态也将在竞争中走向更深层次的协作。而这一切，都离不开CIO们的战略远见与务 实行动。 在全球AI技术加速迭代与地缘政治交织的复杂环境下，首席信息官（CIO）的角色已从传统技术管理者，进化为企业战略的核心驱动力、风险控制的守护者 与跨境技术合作的桥梁。 日前，在钛媒体2025 T-EDGE举办期间，Laserfiche企业战略高级副总裁兼CIO托马斯·菲尔普斯、加州大学洛杉矶分校安德森管理学院的CIO霍华德·米勒、香 港医院管理局CIO蔡阳、普华永道美国人工智能合伙人伊拉娜·布卢门费尔德汇聚一堂，在己任律师事务所管理合伙人何菁的主持下，分享了包括CIO在企业 中职责、数据，以及AI合规等在内的话题。 普华永道最新美国负责任AI调查数据显示，仅28%的美国受访者将"负责任AI"视为核心业务的重中之重，仅有33%的企业在全公司范围实现了明确的应用落 地。这一数据不仅引发了业内对AI治理成熟度的广泛思考，更折射出全球企业在AI创新与风险管控之间的艰难平衡。麦肯锡2024年全球AI调查报告印证了 这一困境：全球约60%的企业已启动AI相关 ...

"当我们谈论负责任AI时，不应只聚焦于风险缓解与控制措施，其核心价值在于帮助企业从AI系统中获 取更多商业价值。"普华永道美国业务合伙人伊拉娜·布卢门费尔德在分享调查核心发现时强调。这一观 点颠覆了此前行业对负责任AI的传统认知，将其从单纯的"合规工具"升级为"价值挖掘引擎"。 伊拉娜进一步解释，负责任AI的实践成熟度之所以偏低，核心原因在于技术迭代速度与治理体系建设 之间的失衡。随着AI智能体（AI Agents）成为行业热点，企业发现传统的应用程序管理模式已无法适 配新型AI技术，而在尚未明确AI应用场景的前提下，构建前瞻性的治理体系更是难上加难。"任何声称 拥有完整、成熟负责任AI计划的组织都是在自欺欺人。"伊拉娜直言，AI技术与风险认知的快速演变， 要求治理实践必须具备高度的敏捷性与演进能力。 对话中，全球AI监管的区域差异成为热议焦点。香港医院管理局CIO蔡阳结合其Gartner研讨会的参会经 历，提出了鲜明的观点："与欧洲和中东相比，美国和中国在放松AI监管，这两个地区的发展势头远快 于其他地区。负责任AI并非监管的对立面，而是促进AI放松监管的工具——想要跑得更快，就需要找 到保护自己与他人的方 ...

文 | 脑极体 每到岁末年初，我们就会被众多研究机构的预测所包围。不少科技公司的朋友，也希望跟我们交流一下 对来年的行业趋势的看法。 他们都表示，平时忙于本职工作，往往只关注自己所在的特定领域，以及自家和友商明年想推什么产 品。到了年底复盘、年度规划的时候，更渴望跳出单一视角的局限，以更全面、宏观的维度，审视整个 行业的变化。找来找去，似乎就我们平时关注的技术领域格外全面，AI、云、终端、通信、计算、软 件等都有涉及。 为啥不只盯着AI算法，非要关注这么多技术领域？背后的逻辑有点类似查理·芒格的格栅理论，这么多 技术概念相互交织，才能构建多因素综合的认知框架，对产业进行全局观察和综合研判，从而预测某一 个具体技术可不可靠、能否落地。 结合2025年我们对多个技术领域的实地走访与观察，一个核心感受是：2026年，科技行业不会再上演概 念的狂飙突进，开始进入现有技术能力的消化期。 诸多热点退潮的2026，将是一个祛魅之年。 当浮华褪去，比起踩中风口，提高容错率才是对个人和企业真正重要的事情。所以我们不打算预测来年 热点，更希望帮大家预测下什么会凉，提前祛魅。 提到祛魅之年，首当其冲的就是英伟达叙事。 智算市场的2 ...

11月20日，澳洲会计师公会华东和华中区委员会会长、澳洲资深注册会计师金科表示，AI基础设施前 期投入巨大，部分企业缺乏清晰的投资回报评估框架，难以量化AI对业务的实际价值，易陷入投入看 不到回报或期望收益的困境中。中小企业技术人才短缺，AI应用难以有效推进和规模化落地。 投入产出回报不明显，阻碍AI落地应用 澳洲会计师公会最新发布的《2025年商业科技应用调查》（下称"调查"）访问了亚太区1117位不同行业 的财务、会计和金融人士，调查显示，过去12个月，中国企业的人工智能应用率与应用成熟度同步提 升。人工智能、数据分析和可视化软件、网络安全软件是应用最多的三项技术。提高运营效率、降低成 本和改善客户体验是企业科技应用的三大驱动因素。随着技术应用深化，企业对AI项目的价值预期愈 发务实，提升投资回报率已成核心关注点。 澳洲会计师公会华南区委员会会长、澳洲资深注册会计师陈建峰表示，财务成本与低投资回报率是亚太 区企业面临的共同挑战。"超过1/3的受访大型企业更加关注科技应用成效的不确定性、数据质量问题和 复杂的系统遗留问题。当人工智能深度融入企业商业模式，会牵涉更复杂的解决方案和更前沿的技术， 往往需要内部或 ...

Core Viewpoint - Wuxi is leveraging technological innovation to drive the development of a modern industrial system, focusing on key industries such as the Internet of Things (IoT), integrated circuits, and biomedicine, while also fostering future industries like artificial intelligence and aerospace [1][2][9]. Group 1: Technological Innovation and Industry Development - Wuxi has successfully developed the first domestically produced 28-nanometer electron beam measurement equipment, marking a significant breakthrough in semiconductor technology [1]. - The city has established itself as a global leader in the IoT sector, with over 3,500 IoT companies and an industry revenue exceeding 250 billion yuan [2]. - Wuxi's integrated circuit industry has over 600 companies, generating a total output value of 251.2 billion yuan, ranking second in the country [3]. Group 2: Major Projects and Collaborations - At the 2025 World Internet of Things Expo, Wuxi showcased significant innovations and signed 26 major projects worth over 32 billion yuan [2]. - The establishment of key innovation platforms has been crucial for the development of Wuxi's landmark industries, including the creation of national and provincial manufacturing innovation centers [4]. Group 3: Digital Transformation and Upgrading - Wuxi is focusing on digital transformation in traditional industries, emphasizing high-end equipment, textiles, and new energy sectors to enhance competitiveness [6][7]. - The city has implemented action plans to support the digital transformation of manufacturing, aiming to reduce costs and improve efficiency [6]. Group 4: Future Industry Development - Wuxi is strategically targeting future industries such as artificial intelligence, quantum technology, and commercial aerospace, with specific measures to promote the aerospace sector [9][10]. - The establishment of a 12 billion yuan fund for low-altitude economy and aerospace industries aims to support long-term development in these sectors [11]. Group 5: Ecosystem and Collaboration - Wuxi is fostering a collaborative ecosystem involving government, industry, academia, and finance to enhance innovation and industrial support [11]. - The integration of technology research, market operations, and talent development is being emphasized to create a sustainable innovation model [8][11].

Core Viewpoint - Suiyuan Technology, an AI chip "unicorn," has re-registered for listing guidance with a new advisory firm, CITIC Securities, due to changes in the capital market environment and strategic development needs, while continuing its progress towards listing on the Sci-Tech Innovation Board [1][4]. Group 1: Listing Guidance and Advisory Changes - Suiyuan Technology has changed its listing guidance advisory firm from China International Capital Corporation (CICC) to CITIC Securities as of November 1 [1][3]. - The company emphasizes its commitment to advancing its listing process on the Sci-Tech Innovation Board, which it believes supports the development of key technology enterprises [1][4]. Group 2: Company Background and Financials - Suiyuan Technology was valued at 20.5 billion yuan and ranked 395th on the Hurun Global Unicorn List published in June [5]. - The company has no controlling shareholder; its founders, Zhao Lidong and Zhang Yalin, collectively control 28.14% of the voting rights, down from 32.51% reported last year [5]. Group 3: Product Development and Market Position - The company launched its new AI chip, L600, which took two and a half years to develop, featuring 144GB of storage and a bandwidth of 3.6TB/s, suitable for both training and inference of large models [6]. - Suiyuan Technology's previous chip, S60, has shipped 70,000 units and is widely used across five major intelligent computing clusters in China [6]. Group 4: Investment and Financing - Tencent has been a significant investor in Suiyuan Technology, participating in six rounds of financing since 2018 [7]. - The latest financing round, E round, was completed in May with investments from Shanghai Guotou, Shanghai International Group, and Guotou Juliy [7].

Core Viewpoint - 罗普特科技集团在人工智能和数字经济领域的整体解决方案中处于领先地位，但在行业内的营收和净利润表现较弱，面临较高的资产负债率和低毛利率的挑战 [1][2][3] Group 1: Company Overview - 罗普特科技集团成立于2006年，2021年在上海证券交易所上市，专注于计算机视觉领域 [1] - 公司的主营业务包括社会安全系统解决方案、安防视频监控产品的开发与销售等 [1] Group 2: Financial Performance - 2025年三季度，罗普特实现营业收入1.44亿元，行业排名20/26，远低于海康威视的657.58亿元和大华股份的229.13亿元 [2] - 同期净利润为-9557.01万元，行业排名26/26，行业第一名海康威视净利润为102.54亿元 [2] Group 3: Financial Ratios - 2025年三季度，罗普特的资产负债率为42.60%，高于行业平均的31.60% [3] - 毛利率为17.65%，低于行业平均的38.30% [3] Group 4: Shareholder Information - 截至2025年9月30日，罗普特的A股股东户数为8161，较上期减少1.98% [5] - 户均持有流通A股数量为2.27万，较上期增加2.02% [5] Group 5: Future Outlook - 开源证券给予罗普特"买入"评级，预计2025-2027年归母净利润分别为-0.85亿元、0.60亿元和1.10亿元 [5] - 2025年上半年公司营收同比增长81.4%，净利润减亏203.61万元，经营活动现金流转正 [5] - 公司与浪潮合作推出DeepSeek一体机，预计将成为新的增长点 [5]

Core Viewpoint - The article discusses the impact of recent regulatory changes and market dynamics on the domestic AI chip industry, particularly focusing on the shift towards domestic chips and the evolving landscape of computing power rental and supply chain management. Group 1: Regulatory Changes and Market Dynamics - A new "window guidance" document mandates that projects with local subsidies must exclusively use domestic chips, prohibiting the use of foreign GPUs like H20 in new market-oriented projects [2] - Projects outside the "national hub computing power facility cluster" will not receive financial or electricity subsidies, leading to the cancellation of existing local policies [2] - The ban on foreign chips and the push for domestic alternatives create a favorable environment for domestic AI chip manufacturers [3] Group 2: Computing Power Rental Market - Major companies in East China are paying significantly higher rental prices for computing power, which benefits both the companies and their IDC partners by enhancing cloud business collaboration and easing financial pressures [5] - The rental market is seeing a shift, with a model company planning to lease 60 H200 servers, indicating a trend towards smaller, more flexible rental agreements that align with technology upgrade cycles [8] - GPU rental prices have drastically decreased, with H100 prices dropping from 60,000-80,000 yuan to around 40,000 yuan, while H200 is priced at 60,000 yuan, making it a more attractive option for companies [9] Group 3: Supply Chain and Vendor Management - Leading companies are tightening their supplier networks, imposing penalties exceeding 100 million yuan on non-compliant suppliers, indicating a move towards a more stable and closed supply chain [6] - The construction of computing centers is now focused on calculating potential losses rather than profits, reflecting a more cautious approach in project planning due to delayed subsidy disbursements [7] Group 4: Emerging Trends in Chip Technology - Domestic RISC-V chip companies are expected to aggressively enter the server market next year, with several firms already developing high-performance RISC-V server chips [10][11] - The storage chip market is experiencing price increases driven by strong demand from AI and high-performance computing sectors, with distributors adopting strategies to hold inventory until prices rise further [12]

Group 1 - The 22nd China-ASEAN Expo was held in Nanning, Guangxi, showcasing cooperation achievements between China and ASEAN countries, with 3,200 enterprises from 60 countries participating [1][3] - Hongshan Technology, a leader in AI storage, was recognized in the "Top 100 Future Unicorn Enterprises in AI Going Global" list, highlighting its strength in the AI storage sector [1][4] - The event served as a platform for enhancing collaboration in the AI industry between China and ASEAN, with officials emphasizing the region as a "golden harbor" for AI expansion [3][6] Group 2 - Hongshan Technology's entry into the unicorn list reflects its significant potential in the AI export sector, driven by its innovative solutions tailored for AI computing scenarios [4][6] - The company has launched customized solutions like the DeepSeek integrated machine and AI storage for various sectors, including healthcare and education, establishing a strong foundation for international expansion [6][7] - The introduction of the new AI storage product, MS5520G3, at the expo demonstrates Hongshan Technology's commitment to high-performance and reliable storage solutions, addressing the growing data demands in AI applications [9][11]

Core Insights - The article discusses the transformative impact of AI on various industries and the importance of adapting to this change for entrepreneurs and professionals [3][14][22]. Group 1: AI Communication Challenges - When AI fails to perform tasks effectively, it may be due to unclear communication of the task requirements [7][12]. - Enhancing AI's understanding can involve providing more context and breaking down tasks into smaller steps [12][10]. - An example is given of an individual who improved AI interaction by equipping it with sensory capabilities to better understand human thoughts and actions [10][11]. Group 2: Skills for the AI Era - The job market for computer science graduates is changing, with AI taking over many entry-level positions [14]. - The most valuable human skills in the post-AI era will be abstract thinking, aesthetic judgment, distribution capabilities, and proactive initiative [15][17]. - Education should shift focus from rote memorization to developing hands-on skills and emotional intelligence [18][20]. Group 3: Entrepreneurial Landscape - The competitive landscape for AI startups is evolving, with concerns about fairness in competition due to varying access to AI models [23][24]. - The emergence of open-source models has leveled the playing field, allowing more entrepreneurs to access advanced AI technologies [26]. - The article highlights the importance of early adopters, referred to as "product locusts," who can leverage new products for competitive advantage [27][30]. Group 4: Future of Work and Business - The article emphasizes the need to rethink business strategies in light of AI's capabilities, which may streamline traditional processes [34]. - It suggests that while AI can enhance efficiency, it also raises questions about the future roles of designers and product managers [34][41]. - The long-term impact of AI is likely to be underestimated, with significant changes expected over the next decade [32]. Group 5: Community and Collaboration - The establishment of AI Hacker House aims to foster a community for AI entrepreneurs to share ideas and collaborate [46][47]. - The importance of community in entrepreneurship is highlighted, as it provides support, inspiration, and networking opportunities [52][53]. - The article concludes with a call to balance technological engagement with humanistic experiences to foster innovation [53].