5.【OpenAI正与微软重议合约，以保证未来IPO可能性】5月12日消息，报道，OpenAI和微软正洽谈数十 亿美元的全新融资与合作，旨在让Ope nAI能够在未来实现首次公开IPO上市，同时保护微软对前沿AI的 访问权限，通过放弃OpenAI新营利性业务中的部分股权，以换取2030年之后微软对OpenAI新技术访问 权，或将推动全球最大的IPO项目。（财联社） 更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 1.【 字节跳动公开向量模型Seed1.5-Embedding 】 5月12日消息，字节跳动Seed团队最新向量模 型Seed1.5-Embedding公布技术细节，该模型在权威测评榜单MTEB上达到了中英文SOTA效果。 该模型API接口将于近期在火山方舟平台 开放。（同花顺财经） 2. 【美团独家投资具身大脑企业自变量机器人A轮融资】 5月12日消息，具身智能公司自变量机器人完成 了数亿元的A轮融资，美团战投领投、美团龙珠跟投。自变量机器人表示，本轮融资将用于加速全自研端 到端通用具身智能大模型与机器人本体的同步迭代，以及未来多个应用场景的智慧化方案合作和落地。 ...

Core Viewpoint - Elon Musk stated that Grok 3.5 requires about another week for refinement, indicating that the current version is still somewhat rough [1] Group 1 - Grok 3.5 is in the process of being polished and is not yet fully ready for deployment [1]

Group 1: Macroeconomic Data - The National Bureau of Statistics will release foreign exchange reserve data on May 7, CPI and PPI reports on May 10, and customs will publish April import and export data on May 9 [1] - In March, China's CPI decreased by 0.1% year-on-year, while PPI continued to decline, with some industries showing positive price changes. Exports in March increased by 12.4% year-on-year in USD terms, while imports fell by 4.3% [1] Group 2: Government Bonds - The Ministry of Finance plans to issue the second phase of ultra-long-term government bonds, with a total face value of 71 billion yuan and a fixed interest rate of 1.88% [2] Group 3: Stock Market Developments - The Beijing Stock Exchange will switch to new securities codes for trial stocks starting May 6, 2025, affecting trading orders and market operations [3] - Multiple companies will remove risk warnings and change their stock names starting May 6, including *ST Hengyu to Hengyu Xintong and ST Tianbang to Tianbang Food [13][15] Group 4: Retail Sector Updates - Walmart has notified some Chinese suppliers to resume shipments, indicating that tariff costs will be borne by American customers. In 2023, Walmart's purchases from China were valued at approximately $30 billion [10][11] Group 5: Corporate Events - Lenovo's 2025 Innovation Technology Conference will take place on May 7, showcasing the Tianxi personal super-intelligent system, which aims to break barriers between different operating systems [6] - The 27th China Beijing International Science and Technology Industry Expo will be held from May 8 to 11, featuring six major exhibition areas [9] Group 6: Stock Unlocking Events - From May 6 to May 9, a total of 40 companies will unlock 6.567 billion shares, with a market value of 48.733 billion yuan, an increase of 10.079 billion yuan from the previous period [17] - The top three companies by unlocking market value are Tianshan Shares (25.86 billion yuan), Jingjiawei (4.43 billion yuan), and Jiahuan Technology (3.5778 billion yuan) [17] Group 7: New Stock Issuance - Three new stocks will be issued this week: Hanbang Technology on May 7, and Weigao Blood Purification and Taili Technology on May 8 [21] Group 8: Market Outlook - Huajin Securities indicates that the A-share market is likely to experience a rebound in May, with structural opportunities in consumption, technology, and dividend stocks [24][25]

Core Insights - Elon Musk announced that the early testing version of Grok 3.5 will be released to SuperGrok subscribers next week [1] - Grok 3.5 is described as the first AI capable of accurately answering questions related to rocket engines or electrochemical technology [1] - The AI operates from first principles, providing answers that may not exist on the internet, showcasing its understanding and reasoning abilities [1] Company Developments - The upcoming release of Grok 3.5 indicates a significant advancement in AI capabilities, particularly in specialized fields [1] - The focus on first principles suggests a shift towards more sophisticated AI that can engage in complex problem-solving rather than merely retrieving information [1] Industry Implications - The introduction of Grok 3.5 could enhance the competitive landscape in the AI sector, particularly for applications in aerospace and technology [1] - This development may attract interest from industries that require advanced AI for technical inquiries and problem-solving [1]