采访 | 霍太稳 整理 | 宇琪 编辑 | Tina、蔡芳芳 在人工智能迈向"多模态智能体"新时代的过程中，视觉理解的超高维度、空间智能的建模难题， 以及将感知、认知与行动高效整合的挑战，仍如横亘在前的巨大鸿沟。如何让智能体真正实现"看 懂、想透、做好"？当前最具可行性的应用突破口是什么？ 在 6 月 27-28 日于北京举办的 AICon 全球人工智能开发与应用大会上，InfoQ 现场特别专访了 IDEA 研究院计算机视觉与机器人研究中心讲席科学家张磊。他在采访中剖析了从"半结构化"场景 切入的务实落地路径，分享了在工业界如何平衡前沿探索与产品落地的独到见解，并对年轻一代 如何在 AI 浪潮中筑牢根基、找准方向给出了恳切建议。 InfoQ：在实现智能体能够真正"看懂、想透、做好"的过程中，您认为哪些基础问题往往被忽视、 但实际上至关重要？ 部分精彩观点如下： AICon 全球人工智能开发与应用大会将于 8 月 22-23 日首次落地深圳！本次大会以 "探索 AI 应用 边界" 为主题，聚焦 Agent、多模态、AI 产品设计等热门方向，围绕企业如何通过大模型降低成 本、提升经营效率的实际应用案例，邀请来自头 ...

RT Josh “Pappy” Hazel (@JEHazel75)LOOK what we just got in the mail! We love to mount Action cameras on the roof of the Cybertruck for various adventures. We typically use the suction cup mounts and have had them come loose in weather or spirited driving. These new mounts by Our Cyber Weekend (@vanquishfoes) will connect directly to the roof rack mounts and offer a variety of slots to connect different devices! They arrived just in time for our cross country drive out to @theXtakeover!@chattybird0306 @cyber ...

神译局是36氪旗下编译团队，关注科技、商业、职场、生活等领域，重点介绍国外的新技 术、新观点、新风向。 编者按：未来的赢家将是那些对用户情绪敏锐，懂得文化嵌入和行为塑造的公司。本文来自编译，希望 对您有所启发。 消费者不在乎你的模型大小，他们关心的是AI是否能帮助自己更好地度过每一天。 想想Gmail、iCalendar、WhatsApp这些日常工具，它们最初为网页设计的，后来针对移动端进行了优 化。曾经觉得很现代的东西现在也有些落伍了，这些基础应用已经僵化，而人工智能正在揭示它们有多 么脆弱。 消费级人工智能其实指的并不是聊天机器人，至少不是我们所熟知的那种，而是关乎摆脱我们多年来一 直点击的那些陈旧的按钮和下拉菜单。真正的机遇在于界面：那些不仅能响应指令，还能预判语境的工 具。这不仅仅是为了更好的用户体验，还是一种全新的交互方式。 这可能意味着一个购房管家，它不仅展示房源，还能理解你的日常通勤、遛狗习惯以及你早上喜欢的灯 光类型。这可能意味着一个私人财务系统，它能够与你伴侣的日程和现金流同步，让你们无需每天讨论 金钱也能共同规划。这可能意味着一个钢琴教练，它能在你演奏时倾听并实时调整练习计划，这样你就 终 ...

RT Loxley (@Loxley_eth)Our first time running in-play predictions.Scaling from beta through szn 2 was a stack of work, but you can still expect more features and lines being developed every day.should we lean into more in-play predictions?? ...

兄弟们，最近A股市场有点不平静啊。华银电力突然宣布上半年净利润暴增4423%，直接把股价拉了个76%的月涨幅，连带着整个预增板块都跟着火了一 把。这可不是个例，截至7月10号，已经有487家公司发了中报预告，其中126家预增超过100%，连天赐材料这种龙头都单月涨了45%。作为在财经圈混了20 年的老江湖，今天咱们就来聊聊这波预增行情，到底该怎么抓住机会，又该避开哪些坑。 今年预增股主要扎堆在三个方向：电子行业受益于AI爆发，工业富联的AI服务器营收涨了60%，芯动联科的MEMS传感器在军工订单里卖爆了；化工行业因 为产品涨价，先达股份的除草剂烯草酮涨到16万一吨，直接让利润翻了28倍；医药生物则是多肽药物需求激增，翰宇药业的利拉鲁肽注射液拿到FDA认证， 净利润暴增16倍。这三个方向既有政策支持，又有实实在在的业绩，是中长线布局的好选择。 风险提示：别被表面数据忽悠了 这里得给兄弟们提个醒，不是所有预增股都能买。比如渝开发虽然预增784%，但主要是靠卖子公司股权赚了2.4亿，扣非净利润可能还不如主业稳定的公 司。另外，像华银电力这种靠短期电力需求激增的公司，一旦天气转凉或者产能过剩，业绩可能马上变脸。还有些 ...

Core Insights - Rocket Lab's shares surged 40.4% in the first half of 2025, with a remarkable increase of nearly 600% over the past year, positioning the company closer to competing with SpaceX, which has a valuation of $400 billion [1][3]. Company Overview - Rocket Lab aims to establish itself as a vertically integrated space flight company in the U.S., starting with its Electron rocket, which has completed 68 missions and has a significant backlog of customer orders [3]. - The company has expanded its capabilities to include the sale of space systems such as satellites, communication systems, and solar arrays, which now account for the majority of its sales [4]. Future Developments - Rocket Lab is developing a larger rocket system called Neutron, which is expected to compete more directly with SpaceX. Testing for Neutron will commence soon, with a fully reusable system anticipated within the next one to two years [5]. Financial Performance - The company's revenue reached $122.5 million last quarter, reflecting a year-over-year increase of 32% and an impressive growth of 734% over the past five years [6]. - Despite the rapid revenue growth, Rocket Lab's market capitalization stands at $18 billion, with total revenue of $466 million over the last 12 months, leading to a high price-to-sales ratio of 42, which raises concerns about sustainability [7].

Grok video generation is coming soon https://t.co/5GObflkQQF ...

Core Viewpoint - Power Solutions International (PSIX) is experiencing a strong stock rally, with technical indicators suggesting further upside potential, possibly reaching $140 by the end of the year [1][5]. Group 1: Stock Performance and Technical Analysis - The weekly chart indicates a bull market gaining strength, with potential for a 75% increase before hitting a significant top [2]. - Current price action is trending higher, supported by robust MACD and increasing volume, although there was a pullback in mid-July [2]. - A bullish flag pattern may be forming, suggesting a continuation of the upward movement [4]. Group 2: Business Model and Market Position - PSIX operates in the power and power management sector, providing custom engines and power solutions essential for data center infrastructure [6][7]. - The company offers diversified solutions compatible with various fuel types, including natural gas, propane, and biofuel, and serves multiple markets such as industrial and transportation [9]. Group 3: Financial Performance - The company reported a 42.3% year-over-year revenue increase in Q1, significantly outperforming market expectations [9]. - Positive cash flow has allowed PSIX to reduce debt, with net income increasing by nearly 170% and adjusted EPS exceeding expectations [12]. - Gross margin improved by 270 basis points in Q1, indicating operational efficiency and effective spending controls [12]. Group 4: Analyst Ratings and Future Outlook - The 12-month stock price forecast is set at $37.00, indicating a potential downside of 48.63% from the current price [8]. - Despite a low number of analysts covering the stock, there is potential for increased institutional activity, with current ownership below 25% [11]. - Analysts expect continued high-double-digit revenue growth through the end of the year, although consensus estimates may be conservative [10].

北京敏速智造生物科技有限公司 将出席 2025（第四届）高分子3D打印材料高峰论坛 （7月18-20 日 | 浙江 · 杭州），并在现场展示 熔融近场直写打印机Panospace MEWOne、全功能生物智造平 台Panospace BioPro、全天候生物打印系统Panospace Bione、生物打印材料、生物培养支架、打 印结果测试与分析 。 在生物3D打印技术加速向医疗、科研领域深度渗透的背景下， 北京敏速智造生物科技有限公司 （以 下简称"敏速智造"）凭借十余年的技术积淀与产品创新，正日益成为生物制造领域的行业焦点。近 日，公司宣布将携多款自主研发的 生物3D打印设备 亮相 2025（第四届）高分子3D打印材料高峰论 坛 ，并首次发布以"测试即服务"为核心理念打造的"72小时打印测试反馈平台"，致力于帮助客户从 打印到结果实现高效闭环，加速科研与临床转化进程。 一、72小时打印测试反馈：为客户研发"提速50%+" 敏速智造不仅是设备制造商，更是生物支架构建的"全流程服务商"，致力于为客户提供从设计、材料 到打印及检测的完整解决方案与技术支持。无论用户是否拥有设备，公司均能满足不同需求： 对于没有设备 ...

📈 "Historically, the very dominant venue in crypto has always been Deribit."Global Co-Head of Markets at FalconX Josh Lim on how crypto trading volumes are shifting from centralized exchanges to both DeFi and regulated markets like IBIT options and CME futures. https://t.co/4TYyED8MSg ...