2025年，大模型落地了，但好像又没全落。 硬币的一面是"Agent元年"，随着Manus的出圈，公众视线进入了Agent时间。就连今年世界人工智能大 会（WAIC 2025）上，Agent也是当之无愧的主角，To C类型Agent样式繁多，To B类型Agent则离钱更 近、离真实需求也更近。AI Agent的火热，某种意义上代表大模型应用的繁荣。 硬币的另一面，许多企业仍困在大模型落地难的泥潭中——算力成本高企、数据孤岛难破、场景价值模 糊，展会上的炫酷Demo与实际业务的真实痛点之间，仿佛隔着一层"毛玻璃"，那些曾被寄予厚望的颠 覆性应用，不少正尴尬地卡在概念验证阶段，等待一场更务实的进化。 没有企业想抛个硬币，指望正好能落在自己需要的那一面。企业需要的是确定性，是将已有的行业 know-how借由大模型转化为真正的生产力。 据不完全统计数据显示，2024全年，智能体构建平台相关共有570个中标项目，372个项目公开金额，总 金额达23.52亿元。而2025上半年，智能体构建平台相关中标项目数量已达371个，是去年同期的3.5倍， 甚至接近去年全年总量的三分之二，待到下半年订单需求集中释放，今年全年的项 ...

Core Insights - The narrative around large models has shifted towards enterprise-level AI Agents, focusing on the integration of AI into business processes and the creation of replicable, operational intelligent platforms [1] - Companies that can deliver measurable ROI through AI integration will be seen as the ultimate players in the market [1] Company Summaries 1. MaiFus (02556.HK) AI-Agentforce - MaiFus has focused on the "last mile" of enterprise AI application, emphasizing the concept of "delivery equals operation" for its AI-Agentforce platform, which highlights deployability, operability, and sustainable optimization [2] - The AI-Agentforce 2.0 integrates workflow orchestration, RAG knowledge engine, and DevOps lifecycle management, enabling efficient development and deployment of high-value AI applications [2] - The platform allows frontline staff to quickly generate and manage agents using natural language, reducing deployment barriers and accelerating AI application penetration within organizations [2][3] 2. ByteDance HiAgent - HiAgent is a highly platformized intelligent agent platform that aims to create a standardized, scalable operating system for AI agents, facilitating large-scale deployment and cross-scenario replication [4] - It features a unified agent orchestration framework that integrates a three-stage execution chain, supporting natural language, flowcharts, and API task flow construction [4] - HiAgent has been widely applied internally at ByteDance for tasks such as content review and customer service automation, and is gradually being offered as a SaaS product to external enterprises [4] 3. Dify - Dify is an active open-source intelligent agent platform that has gained traction in the GitHub community since its launch in 2023, primarily serving small and medium enterprises and AI developers [5] - The platform supports private deployment and a plugin ecosystem, allowing developers to build adaptable intelligent systems at low costs [5] - Dify is focused on creating a standardized open-source community to accelerate deployment efficiency for enterprises [5][6] Market Insights - MaiFus has chosen a challenging yet correct path by focusing on scene understanding, process re-engineering, and business closure rather than competing on computing power or model parameters [3] - HiAgent's strengths lie in its platform standardization and component-based development, which enhance system stability and reduce marginal costs for large-scale deployment [4] - Dify's lightweight platform is well-suited for sectors requiring private deployment, such as healthcare and government, due to its ease of deployment and strong controllability [6] Conclusion - The AI Agent market is diversifying, with companies like MaiFus focusing on value realization, while others like Baidu and Huawei pursue deep industry integration [7] - The ability to integrate AI with business processes and deliver measurable commercial value will determine the winners in this competitive landscape [7]

Core Insights - The integration of AI in healthcare, particularly through large models, is transforming the efficiency of medical processes and enhancing patient experiences [1][3][5] Group 1: AI Applications in Healthcare - The introduction of the "AI Pre-Consultation" assistant allows patients to upload their medical history, which is then structured and summarized for doctors, saving time and improving the quality of consultations [3][4] - The large model can match patients with clinical trial criteria, automating the notification process and reducing the burden on doctors [4] - AI capabilities extend to pain assessment, utilizing facial expression recognition to provide timely and accurate evaluations of patient discomfort [4] Group 2: Enhancing Medical Knowledge and Research - The use of AI in multidisciplinary treatment (MDT) meetings helps doctors manage complex cases by integrating data from various medical systems, thus improving decision-making efficiency [5][6] - AI tools assist in knowledge iteration and research by enabling quick access to relevant literature and facilitating the learning of new medical knowledge [6][7] Group 3: Building Intelligent Healthcare Platforms - The collaboration with Volcano Engine aims to create an "Intelligent Hospital Platform," enhancing service efficiency and patient experience through comprehensive data integration and AI technology [7] - The platform encompasses a full-service system from infrastructure to application development, promoting the digital transformation of healthcare [7]

Core Viewpoint - The article discusses the emergence of the "computing power equality movement," which is reshaping the underlying logic of artificial intelligence development, driven by significant reductions in AI model training costs and the democratization of technology through open-source collaboration [1][2]. Group 1: Computing Power Equality Movement - The training cost of the DeepSeek-V3 model is $5.576 million, which is significantly lower than the hundreds of millions spent by Silicon Valley giants, marking the start of the computing power equality movement [1]. - The CEO of ASML highlighted that as the training cost of AI models decreases, the demand for computing power may paradoxically increase, leading to exponential market expansion [2]. Group 2: Decentralization and Innovation - The article emphasizes a dual spiral of algorithmic innovation and open-source ecosystem collaboration that is dismantling computing power monopolies, allowing innovations to flow from tech giants to SMEs and individuals [4]. - Cloud service providers are restructuring the computing power landscape by creating decentralized networks and optimizing scheduling algorithms, with Chinese cloud providers playing a crucial role in this transformation [5]. Group 3: Challenges in Cloud Services - The article identifies a "trilemma" faced by cloud service providers: achieving model performance, stability, and accessibility simultaneously is nearly impossible, yet some players are approaching this ideal [7]. - Fire Volcano Engine's DeepSeek+ model has achieved high alignment with official models, providing full capabilities without compromising performance [8]. Group 4: Performance Metrics - Fire Volcano Engine's DeepSeek models have demonstrated superior performance in terms of response speed, with inference delays reduced to around 30ms, and achieving a 100% response rate in third-party evaluations [11][12]. - The platform can handle a throughput of 5 million tokens per minute, significantly enhancing the capacity for complex reasoning requests compared to traditional APIs [14]. Group 5: Application in Financial Sector - Fire Volcano Engine has integrated DeepSeek models into over 60 financial institutions, addressing key pain points such as data security, computing power shortages, and innovation constraints [15][16]. - The AI one-stop machine developed by Fire Volcano Engine is tailored for the financial sector, ensuring data security while meeting the high computing demands of the industry [17][19]. Group 6: Full-Stack AI Services - Fire Volcano Engine aims to build a prosperous AI ecosystem by offering a full-stack AI service that includes various models and platforms, facilitating intelligent transformation for enterprises [22][24]. - The integration of multiple capabilities, such as language processing and image generation, allows businesses to enhance efficiency and competitiveness [24][25]. Group 7: Future Outlook - The launch of DeepSeek-R1 serves as a test of cloud providers' technical capabilities, with Fire Volcano Engine demonstrating its leadership in high-demand scenarios [26]. - The company is positioned to lead the AI industry into a new era of ecological prosperity, leveraging its full-stack services to reshape the value ecosystem [26].

没人知道大模型未来到底该怎么用，但也没人敢错过这样一个机会。企业需要一个上手门槛低，能够快速 试错的大模型应用开发平台。而这个平台也需要尽可能丰富的企业参与使用，让自己快速迭代。 每一次颠覆式新技术的诞生都是一批公司弯道超车的机会。 2002 年夏天，亚马逊发布了云服务平台 Amazon.com Web Service，开发者可以通过互联网调用亚马逊的 "宝贵资产"——商品数据库，比如书名、出版书号、价格信息。在淘宝还没诞生的年代，这是个开创性的 做法，不过这很显然也没什么价值。当时基于它做出的最有用的产品可能是发书号查售价。 但之后经过 4 年的需求探索、产品迭代，这个平台往前走了一大步，发布了通过互联网调用存储空间的 S3 服务和调用算力的 EC2，最终演化为全球最大的云计算平台 AWS，撑起万亿美元市值。 突破性的新技术、伟大的产品诞生之初，往往都是从一些前景不明的实验开始，经过一次次迭代找到与市 场需求的契合点，再发展壮大。YouTube 最早是一个视频约会网站，字节的第一个内容产品没用上推荐算 法，iPhone 诞生时没有应用商店。 现在的大模型应用就在这样一个阶段。消费者甚至开发者已经开始质疑市面 ...