2025 年 7 月 30 日 招银国际环球市场 | 睿智投资 | 行业研究 联合报告 WAIC 大会：聚焦科技创新、普惠、协同共治 2025 年 WAIC 大会于 7 月 26 日-28 日召开，我们总结核心趋势如下：1）企 业加速智能体应用布局：腾讯已推出超 10 个垂直领域智能体，覆盖办公、营 销、代码生成等多场景；京东正式开源 JoyAgent 智能体。2）开源生态快速 发展，支持国内 AI 生态繁荣：阿里巴巴通义千问全球下载量已突破 4 亿，衍 生模型突破 14 万个；腾讯混元大模型已实现全模态开源。3）世界模型和具 身智能成为新焦点：腾讯发布并开源混元 3D 世界模型 1.0，面向机器人产业 发布具身智能开放平台 Tairos；商汤推出悟能具身智能体平台，赋能机器人 等终端硬件。4）自动驾驶作为 AI领域的重要应用之一，为更通用化及复杂化 的 AI 场景夯实基础。我们看好具备坚实技术实力和广泛应用场景的互联网公 司，应用端对大模型调用需求的持续起量有望支撑云业务发展。AI 主题下推 荐阿里巴巴、腾讯、快手、百度、地平线、理想、小鹏。 互联网 - 中国互联网/汽车/半导体行业 贺赛一, CFA (8 ...

机器之心报道 作者：Youli 京东大模型品牌全新升级：JoyAI，Enjoy AI！ 此次大会上，京东宣布旗下大模型品牌全新升级为「JoyAI」，跟千行百业一起「Enjoy AI」 无疑，现在已然进入下半场。比起在模型参数、性能的陡峭曲线上攀登，讲好大模型落地应用的新故事，似乎有更多的张力与想象力。 悄然之间，一场新的、围绕该如何让大模型技术更广泛、更深入地走进实际生活场景的突围赛拉开序幕。 而这种趋势，在今年的 WAIC 大会上彰显得更为明显。观众非常直观的一个感受是，相较于以往几届，不管是参展的技术、产品，还是各大论坛的讨论话题，这 一届更为「务实」：各大厂商纷纷发力，秀起了大模型的触角是如何深入到产业更深的毛细血管处。 业界广为流传的说法是，大模型的上半场战事主要集中在找到模型训练的有效方法，从架构到参数、从单一语言到多模态大模型、从基础大模型到行业大模 型……「卷生卷死」。而下半场的主流叙事则是找到可行方案，让模型切切实实地解决人们生活和工作中的实际问题。 京东也是其中一家。 京东集团高级副总裁、京东探索研究院副院长何晓冬表示，两年前京东大模型发布，彼时大模型主要聚焦语言。如今，经过两年发展、AI ...

白交 发自 凹非寺 量子位 | 公众号 QbitAI 离企业AI落地最近的智能体，刚刚在WAIC官宣对外开源了。 京东云JoyAgent ，成为了首个100%开源企业级智能体。 当前市场上的开源Agent主要是SDK或者框架，而JoyAgent是包括前后端、框架、引擎、核心子智能体等 完整能力全部开源 ，企业开发者 无需再进行二次开发，直接就能本地独立部署，开箱即用。 前段时间它已深夜开源，在开发者圈火了一波，大家纷纷好感拉满，GitHub Star数持续拉升。 大家除了对这个产品级 端到端开源 印象深刻之外，还对它多智能体协同、处理问题的能力感到惊艳。 它在GAIA榜单上以Validation集准确率75.15%的成绩上榜，性能比肩甚至超越了行业领先的产品。而相较于前面数一数二的产品，它还胜 在轻量化，并不依赖更多的生态和云平台，开发者能够独立部署。 | Agent | Score | Score level1 | Score level2 | Score level3 | | --- | --- | --- | --- | --- | | Alita v2.1 | 0.8727 | 0.8868 | 0. ...

7月29日消息，2025世界人工智能大会（WAIC 2025）进入最后一日。 本届WAIC期间，京东公布人工智能（AI）领域一系列新消息：言犀大模型升级为JoyAI、开源JoyAgent 智能体，发布附身智能品牌JoyInside，并且宣布与数十家主流机器人品牌达成合作，包括被外界视 为"AI版labubu"的Fuzozo芙崽、火火兔；教育领域的元萝卜AI、心大陆、Folotoy、噜咔博士；产业领域 的众擎、云深处、魔法原子等。 会后媒体群访中，京东集团高级副总裁、京东集团探索研究院副院长何晓冬对笔者表示，他不担心具身 智能过热，但认为具身智能的机器人距离真正落地仍需解决很多问题。 何晓冬表示，公众对AI和具身智能的期望是很高的，很容易在一个点就引爆。但要真正走入家庭，还 有很多问题要解决。例如灵巧手的控制，具备多个自由度，其实难度还不如一只人类的手。其次，大模 型也尚未与机器人充分结合，例如还无法让机器人精准定位房间内的特定物体。他认为，大家对具身智 能的发展应该保持乐观，任何产业只要走向C端用户，就会迅速迭代成熟，智能驾驶就是类似路径。 对于通过模型在具身智能产品商业化话题，何晓冬对笔者表示，他认为卖大模 ...

近日，2025世界人工智能大会（简称WAIC）在上海世博中心举办，大会的核心亮点如下： （2）前沿展品密集亮相：3000余项展品中涵盖100余款全球首发新品，如华为昇腾384超节点算力集 群、蘑菇车联MogoMind物理世界AI大模型等； （3）顶尖学者云集：12位图灵奖/诺奖得主（如"AI教父"杰弗里·辛顿）、80余位中外院士参与，探讨 AI治理与技术创新。 2、技术突破性进展 （1）具身智能与人形机器人：智元机器人"远征A2"展示工业装配技能，下半年将落地正大集团物流与 零售场景；傅利叶GR-1机器人实现医疗导诊交互；宇树科技格斗机器人G1动态平衡系统、星动纪元Q5 舞蹈机器人（单价40-50万元）引发关注。 （2）算力基础设施升级：华为昇腾384超节点算力密度提升300%，通信带宽增15倍；无问芯穹首发 5nm"穹天"芯片，能效较英伟达H200提升30%。 （3）行业智能体平台涌现：京东开源企业级智能体JoyAgent，支持多任务协同；中国移动灵犀2.0实现 旅游全流程自动规划。 3、AI赋能千行百业 （1）医疗：北电数智"星火医疗底座"构建专病大模型，助力中日友好医院分级诊疗； 1、规模与影响力创历史 ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating expected performance above the market benchmark by over 10% [3][33]. Core Insights - The e-commerce sector remains highly competitive, with platforms opting to continue offering discounts to merchants or increasing investments in the food delivery and instant retail sectors to seek new growth [2][29]. - In the AI domain, major players are benefiting from business scenarios such as cloud computing and advertising, although short-term AI agent developments still require refinement [2][29]. - The Hang Seng Technology Index is currently in a volatile phase, with recommendations for companies less correlated with macroeconomic trends, such as NetEase Cloud Music, Meitu, and Tencent Music [2][29]. Summary by Sections Industry Dynamics - Google launched the stable version of Gemini 2.5, achieving breakthroughs in speed and cost, while Alibaba open-sourced the Qwen3-Coder model to assist developers in efficient programming [1][19][20]. - Tencent's ASR model has been integrated into the ima platform, enhancing smart input capabilities, and ByteDance introduced Seed LiveInterpret 2.0 for real-time translation [1][21][22]. - JD.com open-sourced the JoyAgent intelligent system, creating a comprehensive enterprise-level multi-agent platform [1][23]. Underlying Technologies - Google released the Opal no-code experiment, allowing users to create AI applications through natural language descriptions [1][24]. - Meta introduced the AU-Nets architecture, revolutionizing text modeling by learning directly from byte sequences [1][25]. - DeepMind open-sourced the Aeneas model to aid in ancient text research, focusing on Latin inscriptions [1][26]. Industry Policies - The Trump administration released the "AI Action Plan," emphasizing deregulation, infrastructure support, and technology export as key strategic pillars [1][27]. Key Events Preview - The 7th World Artificial Intelligence Conference (WAIC) is scheduled from July 26 to 28 [1][28].

2025世界人工智能大会期间，京东动作频频，先是宣布旗下大模型品牌升级为JoyAI，同时京东云还正 式开源JoyAgent智能体。而在硬件方面，京东发布了JoyInside附身智能，并与数十家主流机器人品牌达 成合作，包括陪伴类的Fuzozo芙崽、火火兔；教育领域的元萝卜AI、心大陆、Folotoy、噜咔博士；产 业领域的众擎、云深处、魔法原子等。 除此之外，笔者独家获悉，京东还与神州数码联手孵化名为"灵觅"的AIPC 品牌，该品牌目前推出两个 系列—灵觅Pro Max与灵觅Pro，其中灵觅Pro Max搭载了英特尔全新第二代Ultra 7处理器,灵觅Pro则是搭 载了AMD锐龙7000系列R7-8745H处理器。据悉，此次亮相的两个系列产品仅是"灵觅"涉足AIPC领域的 开始，未来还将推出AI游戏本、AI工作站及AI生态周边产品，逐步形成覆盖全场景的AIPC产品矩阵。 入局具身智能 在WAIC期间，京东集团高级副总裁、京东集团探索研究院副院长何晓冬在WAIC期间对具身智能的发 展进行了一些分析与展望，他表示："公众对AI和具身智能的期望是很高的，很容易在一个点就引爆。 但要真正走入家庭，还有很多问题要解决。 ...

Group 1 - JD.com announced the launch of its 2026 campus recruitment, offering 35,000 positions, including 20,000 for fresh graduates and 15,000 for interns [4][5] - The company has invested 7 billion yuan to create nearly 5,000 fully furnished apartments for young talents in Beijing, with special accommodations for interns [5] - JD.com is focusing on rapid business development in sectors like food delivery and travel, while also making significant advancements in artificial intelligence [7][8] Group 2 - The company has implemented seven rounds of salary increases for employees over the past year and has raised compensation for campus recruitment positions [5] - JD.com has launched a new AI model brand called JoyAI and introduced the JoyAgent, the first fully open-source enterprise-level intelligent agent in the industry [8] - The company has made strategic investments in leading companies in the intelligent robotics sector, including Qianxun Technology and Zhujidian Power [8]

上天天基金APP搜索【777】注册即可 领500元券包，优选黄金基金10元起投！限量发放！ 先到先得！ 周末，2025年世界人工智能大会（WAIC）在上海开幕。今年的WAIC现场有多火呢？跟你们感受到的 夏天温度一样，hot！展区面积大到离谱，相当于十个苏超球场那么大；大厂、 大佬都来扎堆……来， 感受下现场的氛围。 WAIC现场，人潮涌动 人工智能领域再添一把火！ 更关键的 是， 自从DeepSeek在今年初再次点燃了AI火把后 ， 埋头憋了半年的AI企业们纷纷在WAIC现 场进行新品发布，有超过100款产品全球首发。商业化的速度明显比你我的想象更快。 这信号够不够明显？就问一句：明天开盘，AI板块是不是要躁动了？ 抢滩AI，京东大扫货 上上周还在外卖赛场上拼杀的京东，突然在AI上杀了一个回马枪！ 在WAIC期间，京东甩出AI组合拳：发布了全新的大模型品牌JoyAI，还切入当前炙手可热的智能体赛 道，直接宣布京东云JoyAgent开源——也是行业首个100%开源的企业级智能体，将京东的庞大场景能 力融合其中。同时一口气宣布其附身智能品牌JoyInside与数十家机器人企业合作，将京东角色大模型驱 动的对话智 ...

Group 1: Company Developments - Shengjia Zhao, a Tsinghua University alumnus, has been appointed as the Chief Scientist of Meta's Super Intelligence Lab, having previously contributed to OpenAI's GPT-4 and ChatGPT projects [2] - Alibaba has announced the completion of its self-developed AI glasses, Quark AI glasses, which are expected to be officially released within the year, integrating various services from Alibaba's ecosystem [4] - Alibaba has also launched the Qwen3-235B-A22B-Thinking-2507 open-source reasoning model, which enhances capabilities in logic reasoning, mathematics, and programming, and supports 256K context processing [5] - Tencent introduced the mixed Yuan 3D world model and the Tairos embodied intelligence platform, showcasing a comprehensive product application landscape for the AI era [6] - JD Cloud has open-sourced the JoyAgent intelligent agent, marking it as the first fully open-source enterprise-level intelligent agent in the industry [7] - Kingsoft Office released the WPS AI 3.0 version, featuring the WPS Lingxi, which allows users to create documents and presentations through natural language without complex operations [8] - Rokid has sold 300,000 units of its smart glasses, with plans to introduce a ride-hailing feature in collaboration with Gaode Map and Alipay [10] Group 2: Industry Trends - The robotics industry is experiencing exponential growth, with a strong demand for general-purpose robots, as noted by the founder of Yushu Technology [3] - Shanghai has issued new demonstration operation licenses for intelligent connected vehicles, allowing companies like Pony.ai and Baidu to offer autonomous taxi services [9] - Intel has announced the spin-off of its Networking and Communications business into an independent company as part of a broader asset slimming strategy [12] - AMD has appointed former Intel executive Ian Yang as vice president, indicating a strategic move to strengthen its leadership [13] - A joint release of AI all-in-one machines by China Electronics Cloud, China Great Wall, and Muxi Co., aims to optimize AI capabilities and model development [14] - China Mobile and Sugon Storage have launched the first unified file storage product in the country, integrating AI applications for efficient operation [15] Group 3: Financial Activities - Jinqiao Information plans to raise up to 633 million yuan through a private placement to fund AI research and development projects [16] - Shenke Co., Ltd. announced a strategic investment of 15 million yuan in Shandong Future Robotics, acquiring a 1.0990% stake in the company [17]