面对AI产业的未来格局，周总表达了深元人工智能的坚定信念："我们将继续深耕AI Agent领域，以'自 主可控、高效落地'的技术体系，为AI产业的长期价值创造提供坚实底层支撑。"同时，他也向资本界与 产业界发出邀请："深元人工智能期待与更多具有远见的家族办公室、投资机构及产业伙伴建立深度链 接，共同推动国产硬科技的产品化、商业化与全球化进程，在AI产业的价值重塑中把握确定性机遇。 摘要： 深元人工智能受邀亮相2025福布斯中国家族办公室系列评选颁奖盛典 近日，深元人工智能董事长周家豪受邀出席2025福布斯中国家族办公室系列评选颁奖盛典，并以圆桌嘉 宾身份参与"AI 产业投资是否存在泡沫"主题论坛，向与会专家和媒体朋友介绍了深元核心产品——全 球首个L4级智能体母体系统MasterAgent在各行业的落地应用情况，引发与会嘉宾对AI产业价值评估的 深度思考。 周总表示，当前，AI技术已成为全球经济增长的核心驱动力，AI技术长期价值始终蕴藏在能落地、能 解决实际问题之中。周总以深元人工智能自主研发的MasterAgent为例，阐释了AI科技的长期价值逻 辑。他提到，当前AI的落地瓶颈表面上是算法与算力的挑战，实质 ...

Core Viewpoint - The 15th National Games not only serves as a significant sporting event but also showcases advanced technology, particularly in robotics, which is expected to drive the valuation and growth of the robotics sector in the market [2][4][7]. Group 1: Robotics Sector Performance - The robotics sector in Hong Kong has shown signs of recovery since 2024, with a nearly 45% increase in the overall AI sector since 2025, driven by the resurgence of "embodied intelligence" as a key application of AI technology [2][4]. - The appearance of robots like UBTECH's Walker S2 at the National Games acts as a strong catalyst for the Hong Kong robotics sector, particularly for related concept stocks [4]. Group 2: Technological Innovations at the National Games - Over 130 advanced technology products were showcased at the National Games, focusing on artificial intelligence and next-generation information technology to enhance event operations and viewer experiences [5][6]. - The opening ceremony featured a 174-meter AI digital painting created by the world's first L4-level intelligent system, highlighting the integration of AI in cultural presentations [5][10]. Group 3: Future of Robotics Industry - The National Games serves as a testing ground for robotics technology, with significant advancements expected to push the industry towards mass production by 2025, driven by major players like Tesla and NVIDIA [9][10]. - The emergence of distributed intelligent collaboration, as demonstrated by the AI digital painting, marks a pivotal shift in the robotics industry from single-machine execution to multi-agent cooperation [11]. Group 4: Investment Opportunities - Investment opportunities in the robotics sector are anticipated, focusing on both "whole machine" and "ecosystem" aspects, with a priority on leading companies that demonstrate technological and ecological advantages [12]. - The initial phase of the industry is characterized by hardware advancements, with hardware companies expected to lead in mass production, while software companies may catch up later in the commercialization process [12].

Core Viewpoint - The 15th National Games not only serves as a significant sporting event but also showcases advanced technology, particularly in robotics, highlighting the potential of "embodied intelligence" as a key application of AI [1][7]. Group 1: Robotics and Market Impact - The appearance of the "robot army" at the National Games has injected new imagination into the valuation of the robotics sector, which has shown signs of recovery since 2024, with the Hong Kong stock AI sector rising nearly 45% [2][4]. - The high-profile presence of companies like UBTECH (优必选) at the event acts as a strong catalyst for related concept stocks in the Hong Kong robotics sector [4]. - The event features over 130 high-tech products, emphasizing the integration of AI and new information technologies to enhance event operations and viewer experiences [5]. Group 2: Technological Innovations - The opening ceremony included a 174-meter AI digital painting created by the world's first L4-level intelligent system, showcasing the capabilities of AI in art generation [5][9]. - Various technologies such as digital twin platforms and AI risk monitoring have transformed event management into a more sophisticated operation, likened to a "city brain" [6]. - The use of digital volunteers and autonomous logistics vehicles illustrates the creation of a "tireless service ecosystem," enhancing the overall experience for attendees [6]. Group 3: Future of Robotics Industry - The National Games serves as a testing ground for robotics technology, potentially pushing the industry towards a new development peak, with 2025 anticipated as a "mass production year" for humanoid robots [8][9]. - The advancements in robotics, particularly with UBTECH's Walker S2, demonstrate significant breakthroughs in autonomous capabilities and multi-agent collaboration [10]. - Investment opportunities are emerging in the robotics sector, focusing on both "whole machine" and "ecosystem" aspects, with a need to prioritize leading companies with technological and ecological advantages [11].

公开资料显示，MasterAgent是深元人工智能自主研发的全国产化多智能体生成与协作平台，于2025年5 月18日在深圳正式发布。该系统以"一键式生成多智能体集群并自主协作交付结果"为核心创新模式，突 破了传统AI在复杂任务处理中的瓶颈。 开幕式现场，这幅长达174米的数字画卷以9块圆形屏幕联动呈现，生动描绘出广州塔"小蛮腰"、港珠澳 大桥、澳门大三巴牌坊等粤港澳大湾区标志性景观。画面既保留了油画的厚重质感，又融入数字艺术的 灵动韵律，充分诠释了开幕式"山水相依、风土同源"的艺术主题。 本报讯 （记者王镜茹）11月9日晚，第十五届全国运动会开幕式在广东奥体中心体育场隆重举行。在国 旗入场的庄严时刻，一幅由全球首个L4级智能体母体系统"MasterAgent"自主生成的174米AI数字画卷铺 展开来，以科技与艺术交融的恢宏气势展现岭南山水风光，成为本届乃至历届全运会开幕式上最具视觉 震撼力的亮点之一。 深元人工智能技术负责人黄倞知介绍，为完成本次AI数字画卷的创作在创作中阶段，MasterAgent以数 万幅中西方油画为训练样本，结合卷积神经网络与DiT（扩散transformer架构）等前沿技术，打造出名 ...

Core Insights - The opening ceremony of the 15th National Games showcased a 174-meter-long oil painting created by AI technology, symbolizing the integration and development of the Guangdong-Hong Kong-Macao Greater Bay Area [1][2][12] - The artwork was generated by MasterAgent, an AI system developed by Shenzhen Deep Yuan Artificial Intelligence Technology Co., which autonomously completed the entire creative process from conception to rendering [2][4][9] Company Overview - Shenzhen Deep Yuan Artificial Intelligence Technology Co. is recognized as a leading force in China's AI sector, with its MasterAgent system being the first L4-level intelligent agent capable of full-process autonomous creation [2][4][9] - MasterAgent was launched on May 18, 2025, and quickly gained recognition, being selected as one of the "Top 20 Commercial Applications of AI Agents" at the World Artificial Intelligence Conference in Shanghai [4][9] Technological Innovation - MasterAgent's core innovation lies in its ability to generate multi-agent clusters and autonomously coordinate their collaboration, significantly lowering the barriers for integrating AI technology into complex tasks [4][11] - The system utilizes advanced techniques such as convolutional neural networks and diffusion transformer architecture to create a unique artistic style by learning from thousands of classical oil paintings [6][7] Artistic Collaboration - The AI demonstrated collective artistic intelligence by autonomously learning the essence of Western and Chinese classical oil painting styles, resulting in a creative expression that reflects the geographical and cultural spirit of the Greater Bay Area [6][8] - The project involved targeted technical upgrades to ensure high-quality artistic presentation, showcasing the seamless integration of AI technology with traditional art [6][8] Industry Impact - The successful application of MasterAgent at the National Games marks a significant breakthrough in multi-agent collaborative technology, paving the way for further integration of AI in cultural and artistic domains [12] - This event signifies a shift in AI's role from being a mere tool to becoming a core creator in artistic endeavors, opening new avenues for the fusion of technology and culture [8][12]

Core Insights - The AI wave is a transformative force that has leveled the playing field for established companies, elite returnees, and newcomers alike, presenting new solutions to past business challenges and future opportunities [1][2] Investment Landscape - Global tech giants continue to invest heavily in AI, but concerns about whether generative AI represents a "bottomless pit" for capital without long-term returns are rising [2][14] - The debate between "bubble theory" and the ongoing AI hype is critical for entrepreneurs and investors, emphasizing the need for agility, risk-taking, and keen market insight [2][12] Entrepreneurial Strategies - Entrepreneurs are exploring diverse approaches within the AI landscape, such as AI content ecosystems, robotic interactions, and intelligent agent technologies, each aiming to carve out a niche amid competition from tech giants [2][11] - Founders like Shen Qiaojin and Lai Jie are leveraging their unique backgrounds and insights to innovate in AI-driven content and robotics, respectively, with Shen's company, IdeaFlow, targeting interactive content and Lai's Astribot focusing on AI robots [5][8][9] Market Dynamics - The AI startup ecosystem is characterized by a mix of established industry veterans and new entrants, all vying for survival and success in a competitive environment dominated by major players [11][12] - The emergence of AI applications is broad, with significant investment in various sectors, including content creation, robotics, and AI chips, indicating a robust growth trajectory [16][17] Financial Performance - Companies like DeepWisdom have reported rapid revenue growth, with their product MGX achieving an annual recurring revenue of over $1 million shortly after launch, highlighting the potential for profitability in the AI sector [10][12] - The overall investment in AI, particularly in the robotics sector, has surged, with significant funding recorded in the first eight months of the year, suggesting a strong market appetite for AI innovations [17] Future Outlook - The AI industry is at a critical juncture, with discussions around whether it is experiencing a bubble or entering an "iPhone moment," where transformative products and companies will emerge [14][18] - The potential for AI to revolutionize various sectors is immense, with predictions of substantial market growth in AI chips and applications, indicating a promising future for the industry [16][17]

当硬件在性能创新上撞到天花板，AI正在成为消费电子行业破局的关键变量。 9月17日，在智通财经、星耀资本主办的"大消费投资高峰论坛暨2025智通星耀秋季联合策略会"上，深元人工智能董事长周家豪抛出了一个值得关注的判 断：消费电子行业正在迎来新的增长逻辑，而以MasterAgent为代表的国产智能体产品，将成为企业实现"轻量级+AI"转型的重要路径。 这个观点，与国务院提出的"人工智能+"战略高度呼应。更重要的是，它为消费电子行业提供了一条"小成本、快验证、可规模化"的落地路线。在长期依赖 硬件迭代的消费电子赛道里，这或许正是下一个增长引擎。 从"制造"到"智造"的必然转向 今年9月，国务院明确提出"人工智能+"，意在推动AI技术与实体经济、消费行业深度融合，形成对产业升级的系统性驱动。 与此同时，传统消费电子行业也走到了发展的十字路口。一方面，用户对设备的需求已从"硬件性能"转向"智能体验"；另一方面，厂商面临竞争加剧与创新 疲软的双重压力，增长越来越受限。 周家豪将这种转变概括为从"工具逻辑"到"成果逻辑"：传统AI更像工具箱，需要用户会用才有价值，而MasterAgent则是交给它一个目标，系统会自动产出 ...

Core Insights - The global first L4-level intelligent agent system MasterAgent has achieved a significant upgrade with the launch of the autonomous general intelligent agent "Master Master" [1][3] - MasterAgent has introduced four specialized intelligent agent clusters covering text creation, video generation, website building, and design production, aiming to build a multi-scenario ecosystem [1][4] Group 1 - Since the global limited public testing began on July 29, MasterAgent has attracted widespread attention from the global tech community, enterprise clients, and individual users due to its groundbreaking multi-agent generation and collaboration architecture [3] - The newly released "Master Master" is generated by MasterAgent, integrating multi-modal large models and deep industry knowledge, capable of providing highly precise and executable complete solutions for various work and personal tasks [3][5] - MasterAgent's unique Master Builder and Agent Group dual-engine architecture allows for the rapid generation of customized multi-agent collaborative networks based on user natural language instructions, enabling users to access various professional AI capabilities on a unified platform [3][4] Group 2 - MasterAgent focuses on real user high-frequency needs and business pain points, providing a professional, one-stop, end-to-end task-solving experience [4] - The system has launched four professional intelligent agent clusters: "Textura" for article creation, "Storiva" for story video creation, "Webora" for website building, and "Creavo" for design production, marking a significant step towards scenario-based implementation and building an intelligent agent ecosystem [4] - MasterAgent's self-developed agent generation model allows for the dynamic creation of scenario-based intelligent agent clusters based on user natural language instructions, significantly lowering the development and usage barriers for intelligent agents [4][5] Group 3 - The five preset intelligent agents, including "Master Master," are generated by the MasterAgent system and fine-tuned by the technical team to meet typical "AI+" scenarios, providing comprehensive knowledge and skills to address diverse needs [5] - MasterAgent aims to democratize AI technology, allowing users to generate multi-agent clusters and customize them flexibly, supporting organizations and individuals in training and deploying their exclusive intelligent agent teams [5] - The company plans to deepen collaborations with leading enterprises in legal, medical, and financial sectors to promote the application of "AI+" in vertical fields, building a broad, precise, secure, and trustworthy intelligent agent ecosystem [5]

Core Viewpoint - The new generation of enterprises in Shenzhen is shifting from a focus on speed and resource integration to a deeper, more sustainable approach that emphasizes product development and innovation, while leveraging existing strengths in technology and industry [1][29]. Group 1: Shenzhen's Economic Evolution - Shenzhen's competitive edge historically stemmed from its rapid resource integration and market responsiveness, exemplified by the "one-meter counter" model in Huaqiangbei, which has produced numerous billionaires [2][3]. - Recent discussions suggest that the innovative vitality represented by the "one-meter counter" is fading, with new first-tier cities like Hangzhou and Hefei gaining momentum in emerging industries [2][3]. Group 2: New Business Models and Innovations - New enterprises are exploring innovative solutions, such as humanoid robots for production tasks, advanced automotive electronics, and AI-driven systems for collaborative work [3][4]. - Companies like Youbixun and Zhifang are developing humanoid robots for industrial applications, while Ouyue Semiconductor focuses on next-generation automotive chip development [3][4]. Group 3: Infrastructure and Support Services - Hardware innovation service providers like Jialichuang are lowering barriers for hardware startups by offering comprehensive services from PCB prototyping to assembly [4][11]. - The shift in business logic from the "one-meter counter" model to these new enterprises indicates a transformation in Shenzhen's growth dynamics [5]. Group 4: Rapid Prototyping and Talent Pool - Shenzhen's innovation process emphasizes rapid prototyping, where ideas are quickly turned into tangible products, supported by a dense network of suppliers and skilled professionals [7][8]. - The concentration of talent in specific sectors, such as the "robot valley," enhances the efficiency of product development and iteration [8][9]. Group 5: Globalization and Market Strategy - New enterprises are adopting global strategies, with companies like Daotong Technology establishing production bases in multiple countries to mitigate geopolitical risks and enhance regional collaboration [19][20]. - KuSai Intelligent focuses on empowering overseas brands by leveraging Shenzhen's R&D and supply chain capabilities, rather than pursuing a self-branded global presence [19][20]. Group 6: Focus on Real-World Applications - Companies are prioritizing practical applications over trendy concepts, with a focus on solving real-world problems in sectors like AI and robotics [15][18]. - The emphasis on addressing immediate labor shortages in manufacturing through automation reflects a pragmatic approach to innovation [18][24]. Group 7: Commitment to Product Development - The new generation of Shenzhen enterprises is characterized by a commitment to product strength, with significant investments in R&D and manufacturing capabilities [25][26]. - Jialichuang's strategy of self-built production facilities and proprietary software development exemplifies the focus on quality and efficiency in manufacturing [26][27]. Group 8: Transition to Physical Economy - The shift from digital innovation to addressing complex issues in the physical economy is evident, with a focus on robotics, smart automotive technology, and AI applications [22][24]. - The integration of AI in manufacturing processes aims to enhance productivity and address labor challenges, marking a significant evolution in Shenzhen's industrial landscape [24][28].

Core Insights - The AI Agent application is on the verge of a significant breakthrough, with Chinese tech companies poised to lead the global market in the next generation of AI Agents [1][5][7] - The competition covers over 20 industry scenarios, emphasizing the integration of innovative technology with industry needs, and offers a total prize pool of over 200 million yuan in early investment funds [1][14] Group 1: Competition Overview - The AI Agent Global Special Competition was officially launched on August 16, 2023, at Hong Kong University of Science and Technology (Guangzhou) [1] - The competition includes two tracks: "open scenarios" and "industry propositions," focusing on sectors such as manufacturing optimization, financial risk management, medical diagnosis assistance, and personalized education services [1][14] - The event has attracted over 400 global project registrations since its opening on July 21, with 32% of projects coming from renowned university teams and 13% from major tech companies [14] Group 2: Industry Perspectives - Industry leaders believe that the current AI Agent landscape is comparable to the early internet era, indicating a potential for significant wealth creation in the next decade [7] - The emergence of the MCP (Massive Context Protocol) open-source agreement by the end of November 2024 is expected to mark the beginning of the "HTTP era" for AI Agents [5][7] - The competition is seen as a platform for young entrepreneurs to address industry pain points, with many projects being led by individuals or small teams [7][14] Group 3: Notable Projects - The "Yulan-Wanxiang" project from Renmin University claims to be the world's first fully automated AI Agent large-scale simulation platform, aimed at solving scientific verification challenges in policy-making [8] - The "Lucien-AI Scientist Platform" assists researchers in experimental processes, potentially saving time and resources in repetitive tasks [10] - The "MasterAgent" system, developed by Shenzhen Shenyuan AI Technology, is described as the world's first L4-level intelligent agent system, capable of generating multiple autonomous agent clusters [12] Group 4: Investment and Support - The competition aims to provide extensive support for winning teams, including access to top venture capital, industry connections, and specialized funding [15] - The Bay Area AI Industry Innovation Alliance, established in May 2023, focuses on nurturing early-stage projects through investment and resource support [14][15]