机器之心报道 Le Chat 新功能宣传片 机器之心编辑部 Mistral AI只是想做欧洲版的OpenAI？ 最近几 个月，由谷歌和 Meta 前研究人员建立的欧洲的 AI 初创公司 Mistral AI 有些躁动不安。 他们接连发布了好些个开源模型，覆盖不同的领域，包含号称「世界上最优秀」的 OCR 模型、「对标 Claude」的多模态模型、首个推理大模型 Magistral 以及两 天前发布的「全球最佳」的开源语音模型 Voxtral。 这样似乎也很难让这位欧洲 AI「新贵」感到满意，他们还想在应用层面好好地卷一卷 OpenAI。 他们将 Le Chat 再一次升级，引入了一些强大的新功能，使其 更强大、更直观，也更有趣，在功能上几乎 全方位对标 ChatGPT。 Le Chat 的新功能 研究模式 可 将 Le Chat 转变为一个协调的研究助手，能够规划、明确需求、搜索和综合信息。提出一个有深度的问题，它会将其分解，收集可靠的资料，并构建 一个结构清晰、有参考文献支持且易于理解的报告。 它由工具增强型深度研究 Agent 驱动，但设计得简单、透明且真正有帮助，仿佛与一个组织良好的研究伙伴合作。 Mi ...

Mistral's Le Chat chatbot gets a productivity push with new ‘deep research' mode | TechCrunch https://t.co/EOciUlJtdx ...

Group 1 - Mistral AI is negotiating with investors, including Abu Dhabi's MGX, to raise $1 billion through equity financing [1] - MGX, supported by the UAE and with assets around $100 billion, has invested in several AI developers, including Anthropic, OpenAI, and xAI [1] - In May, MGX established a joint venture with France's sovereign wealth fund Bpifrance, Mistral, and NVIDIA to build a 1.4 GW data center near Paris [1] Group 2 - Mistral provides AI models and chatbots, including Le Chat, and is building cloud computing services equipped with 18,000 NVIDIA chips [1] - Mistral is also in discussions with lenders, including Bpifrance, to raise hundreds of millions in debt financing for Mistral Compute services [1]

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5]. Core Insights - The computer industry has shown signs of recovery, with the Shenwan Computer Index rising by 4.44% from April 28 to May 9, 2025, outperforming major indices such as the Shanghai Composite Index (up 1.42%) and the Shenzhen Component Index (up 2.12%) [3][10][19]. - Huawei's launch of the "Hongmeng Computer" marks a significant step for domestic operating systems in the PC sector, with over 300 applications already adapted and expectations for over 2000 by the end of the year [3][19]. - The Hongmeng Computer supports over 1000 external devices, indicating a broad compatibility and potential market penetration, with a significant replacement opportunity in the Chinese PC market, which is projected to have a total shipment of 39.7 million units in 2024 [3][19]. Summary by Sections 1. Index Performance - The Shenwan Computer Index has increased by 4.44% from April 28 to May 9, 2025, indicating a recovery from previous lows [10][19]. - Sub-sectors such as Computer Equipment, Software Development, and IT Services have also shown positive trends, with respective increases of 3.60%, 3.43%, and 6.30% [12]. 2. Major Events - The report highlights the launch of the Hongmeng Computer by Huawei, which is expected to benefit the entire Hongmeng ecosystem and related companies [3][19]. 3. Performance Summary - Financial results from key companies show mixed performance, with Huada Jiutian reporting a revenue of 1.222 billion yuan (up 20.98%) but a net profit decline of 45.46% [2]. - Bosi Software's revenue reached 2.142 billion yuan (up 4.79%), while net profit decreased by 7.44% [2]. - China Software reported a revenue of 5.198 billion yuan (down 22.69%) and a net loss of 413 million yuan [2]. 4. Investment Perspective - The report suggests that the computer sector has adjusted sufficiently after previous tariff impacts and is now on an upward trajectory, particularly with the introduction of the Hongmeng Computer [3][19]. - Investors are encouraged to focus on companies within the Hongmeng ecosystem that demonstrate strong operational performance [3][19].

Investment Rating - The report maintains a "Recommended" investment rating for the computer industry [5]. Core Viewpoints - The computer industry has shown signs of recovery, with the Shenwan computer index rising by 4.44% from April 28 to May 9, 2025, indicating a move out of the bottom region [3][19]. - Huawei's launch of the "Hongmeng Computer" marks a significant step for domestic operating systems in the PC sector, with over 300 applications already adapted and expectations for over 2000 by the end of the year [3][19]. - The Hongmeng Computer supports over 1000 external devices, including more than 800 standard peripherals, indicating a broad compatibility and potential market impact [3][19]. - The total PC market shipment in mainland China for 2024 is projected to be 39.7 million units, suggesting a substantial replacement opportunity for Hongmeng Computers [3][19]. - The recent performance of the Hongmeng concept stocks has been positive, and there is a recommendation to closely monitor companies with strong operational performance within the Hongmeng supply chain [3][19]. Summary by Sections 1. Index Performance - The Shenwan computer index increased by 4.44% from April 28 to May 9, 2025, outperforming the Shanghai Composite Index, which rose by 1.42%, and the Shenzhen Component Index, which rose by 2.12% [10][19]. - Sub-sectors such as computer equipment, software development, and IT services also showed positive trends with respective increases of 3.60%, 3.43%, and 6.30% [12]. 2. Major Events - Huawei held a communication meeting on May 8, 2025, to introduce the Hongmeng Computer, emphasizing its significance in the PC market [3][19]. 3. Performance Summary - Huada Jiutian reported a revenue of 1.222 billion yuan for 2024, a year-on-year increase of 20.98%, but a net profit decline of 45.46% [2]. - Bosi Software's revenue for 2024 was 2.142 billion yuan, with a net profit decrease of 7.44% [2]. - China Software reported a revenue of 5.198 billion yuan, down 22.69%, with a net loss of 413 million yuan [2]. 4. Investment Viewpoints - The computer sector has adjusted sufficiently after previous tariff impacts, and recent trends indicate a recovery [3][19]. - The introduction of the Hongmeng Computer is expected to benefit the Huawei supply chain significantly, with a recommendation to focus on companies with strong performance in this area [3][19].

金十数据5月7日讯，周三，Mistral AI推出了企业用聊天机器人Le Chat，其首席执行官Mensch表示，这 家法国初创公司的收入在过去100天内增长了两倍，尤其是来自美国以外的需求。总部位于巴黎的 Mistral AI成立于两年前，今年2月推出了开源版的Le Chat助手。企业版现在可以连接内容管理系统，如 微软的SharePoint和谷歌Drive。Mistral的估值为60亿美元，该公司没有公开披露其收入，但据一家行业 媒体报道，该公司去年的收入为3000万美元。Mensch说，Mistral AI正在运营自己的计算能力，减少对 云服务商的依赖，使公司能够为客户提供不依赖于美国公司的服务。 法国初创公司Mistral为企业推出AI聊天机器人 ...