就在这届WAIC的未来发展论坛上，上海交大青年博导、CVPR最佳论文得主 张林峰 与深势科技创始人 张林峰 ，双峰闪耀，共同发布了全球 首个通用科研智能体 SciMaster 。 克雷西 发自 徐汇西岸 量子位 | 公众号 QbitAI 全球首个通用科学智能体，亮相WAIC！ SciMaster是属于每个人的专家级科研助手，可以结合全网资源和1.7亿科学文献，帮你扫清科研过程中遇到的各种困难。 还可以跳出科研圈，以科研的思维审视日常问题，在工作生活的方方面面给予你帮助。 而且主要功能统统免费，这也使得SciMaster发布后，网友们迅速开启了求邀请码模式。 科研神器SciMaster SciMaster的核心功能，就是 专家级的深度调研 ，它的背后是通用科学基座大模型Innovator，具备多模态能力。 话不多说，直接看SciMaster的真实表现。 在AI前沿领域，出现了很多对Transformer发起挑战的新型模型架构，我们想让SciMaster帮我们调查一下，这些架构当中哪些最具应用前 景。 我们看到，SciMaster首先根据自身的知识储备，提出了可能的候选答案，然后设计了检索方案，以便寻找相关资料。 ...

Group 1 - Innovator Deepwater Frontier Tech ETF (NYSEARCA: LOUP) targets high achievers in technology sectors such as AI, EVs, and fintech, focusing on future potential rather than current valuations [1] - Vasily Zyryanov emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper investment insights [1] - The research covers a wide range of industries, including energy (oil & gas), mining, chemicals, and luxury goods, highlighting the need for thorough analysis to identify underappreciated equities [1] Group 2 - The article reflects the author's personal opinions and does not represent any investment recommendations or advice [2][3] - There is no current investment position in any mentioned companies, indicating an unbiased perspective in the analysis [2]

Group 1 - Veralto reported $1.37 billion in revenue for the quarter ended June 2025, a year-over-year increase of 6.4% [1] - The EPS for the same period was $0.93, compared to $0.85 a year ago, indicating a positive trend in earnings [1] - The reported revenue exceeded the Zacks Consensus Estimate of $1.34 billion, resulting in a surprise of +2.06% [1] Group 2 - The company delivered an EPS surprise of +4.49%, with the consensus EPS estimate being $0.89 [1] - Veralto's stock has returned +2.2% over the past month, while the Zacks S&P 500 composite has changed by +4.9% [3] - The stock currently holds a Zacks Rank 2 (Buy), suggesting potential outperformance against the broader market [3] Group 3 - Sales in Product Quality & Innovation reached $546 million, exceeding the two-analyst average estimate of $534.05 million, with a year-over-year change of +6.9% [4] - Sales in Water Quality amounted to $825 million, surpassing the $801.05 million average estimate, reflecting a +6.2% year-over-year change [4] - Operating profit for Water Quality was reported at $211 million, above the average estimate of $194.2 million [4]

Group 1 - The 2025 World Artificial Intelligence Conference showcased unprecedented scale, with over 800 companies and more than 3,000 cutting-edge exhibits, including 40 large models and 60 smart robots [2][5] - Baidu introduced its new digital human technology, NOVA, which aims to replicate top-tier influencer capabilities and is expected to be available to the industry by October [5][6] - The AI-powered educational tool, Youdao AI Answering Pen SpaceOne, integrates advanced AI models to assist students in problem-solving across various subjects [6][8] Group 2 - Black Lake Technology presented its AI Agent-based flexible manufacturing solution, which enhances order response speed and fulfillment efficiency for small and medium-sized factories [11][12] - SenseTime launched its embodied intelligence platform "Wuneng," designed to provide robots and smart devices with advanced perception and interaction capabilities [12][13] - Wuneng aims to facilitate interaction between intelligent devices and the real world, enhancing operational efficiency in various applications [12][13] Group 3 - The conference emphasized the importance of international collaboration in AI governance to ensure the development of "good AI" that does not threaten human existence [15][17] - Discussions highlighted the need for equitable access to AI technology and the importance of addressing safety concerns to benefit all nations [17][18] - Experts called for effective regulation of AGI to minimize risks and ensure it serves as a global public resource [18]

Innovator Deepwater Frontier Tech ETF (NYSEARCA: LOUP ) was listed on 7/25/2018 and tracks the Deepwater Frontier Tech Index. It has a portfolio of 30 stocks and an expense ratio of 0.70%. As described in theFred runs the investing group Quantitative Risk & Value where he shares a portfolio invested in quality dividend stocks, and companies at the forefront of tech innovation. Fred also supplies market risk indicators, a real estate strategy, a bond strategy, and an income strategy in closed-end funds. Lear ...

Core Insights - The article highlights the transition of industrial AI from cognitive capabilities to autonomous execution, exemplified by the operation of unmanned excavators at the 2025 World Artificial Intelligence Conference (WAIC) [1][2][3] Group 1: Industrial AI Development - Industrial AI is undergoing a significant transformation, showcasing high autonomy and efficiency in complex tasks, such as loading operations in harsh environments [1][2] - The emergence of "Lingju," a model developed by NetEase for unmanned excavators, demonstrates the shift towards end-to-end integrated models that enhance performance and adaptability [2][4] - The collaboration of multiple intelligent agents in industrial settings is redefining production efficiency and flexibility, reducing operation times from hours to minutes [3][5] Group 2: Technological Innovation and Ecosystem - The rise of industrial AI in China is supported by self-innovated foundational technologies, emphasizing the importance of security and stability in the supply chain [3][4] - NetEase's "Lingju" is built on a domestically developed framework, ensuring technological safety and supply chain reliability [4] - Initiatives like the "2027 Industry Collaboration Plan" aim to achieve unmanned operations in over 30 mines by 2027, showcasing a commitment to technological diffusion and ecosystem collaboration [4][5] Group 3: Future of Industrial AI - The concept of a "universal team" of industrial AI agents is emerging, with each agent specializing in different tasks while collaborating to solve complex challenges [5] - The potential for industrial AI to expand into various sectors, including agriculture and smart manufacturing, indicates a redefinition of traditional industry boundaries [5] - The deep integration of AI with the real economy is seen as a key pathway for developing new productive forces [5]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Amazon is set to report second-quarter 2025 results on July 31, with expected net sales between $159 billion and $164 billion, reflecting a growth of 7-11% year-over-year, despite a negative impact of approximately 10 basis points from foreign exchange rates [1] - The Zacks Consensus Estimate for second-quarter earnings is $1.33 per share, indicating an 8.13% growth from the previous year [2] Financial Performance - Current estimates for Q2 2025 earnings per share are $1.33, with projections for the next quarters being $1.53 for Q3 2025, $6.28 for the full year 2025, and $7.28 for 2026 [3] - Amazon has a strong earnings surprise history, with a 17.78% surprise in the last quarter and an average surprise of 20.68% over the last four quarters [6] Business Segments - Amazon's e-commerce and cloud markets are performing well, with AWS expected to grow 16.9% to $30.72 billion, driven by advancements in AI [10][11] - The advertising segment showed robust growth with first-quarter revenues of $13.9 billion, up 19% year-over-year, and is expected to continue this momentum [14] - E-commerce revenues from online stores are estimated at $60.2 billion, reflecting an 8.8% year-over-year increase, supported by improved fulfillment network efficiency [15] Innovations and Initiatives - The launch of Amazon Nova models and Trainium 2 chips is expected to enhance AWS's competitive positioning in the AI infrastructure market [12][13] - The introduction of Alexa+ has gained traction, indicating advancements in smart home technology [19] - Project Kuiper's successful satellite launches position Amazon for future growth in broadband connectivity [21] Market Position and Valuation - Amazon's shares have gained 5.5% year-to-date, compared to the broader Zacks Retail-Wholesale sector and S&P 500 index increases of 6.9% and 8.2%, respectively [22] - The company is trading at a premium forward P/S ratio of 3.34X, compared to the industry average of 2.17X, reflecting a stretched valuation [25] Investment Thesis - Amazon's diversified ecosystem, including strong growth in AWS, robust advertising, and optimized e-commerce operations, positions it as a compelling buy despite premium valuations [29] - Strategic investments in AI infrastructure, international expansion, and next-generation technologies create sustainable competitive advantages [30]

Core Insights - SenseTime is establishing an independent embodied intelligence company, led by key figures including Chief Scientist Wang Xiaogang and Tao Dacheng, indicating a strategic shift towards this emerging sector [1][3] - The launch of the "Wuneng" embodied intelligence platform at the 2025 World Artificial Intelligence Conference (WAIC) showcases SenseTime's commitment to integrating its technology in multimodal models and computer vision into embodied intelligence [1][4] Group 1: Strategic Developments - The "Wuneng" platform is designed to provide perception, visual navigation, and multimodal interaction capabilities for hardware like robots, reflecting SenseTime's ambition to facilitate real-world interactions for various embodied intelligence enterprises [1][4] - SenseTime's organizational restructuring, termed the "1+X" strategy, aims to focus on core businesses while allowing ecosystem companies to operate independently, with the new embodied intelligence company potentially becoming another "X" business [3][4] Group 2: Technological Pathways - SenseTime's entry into embodied intelligence is seen as a necessary step towards achieving AGI (Artificial General Intelligence), emphasizing the importance of transitioning intelligence from digital to physical spaces [4][5] - The company plans to utilize a combination of internet-sourced data for pre-training multimodal models, simulation data generated through a "world model," and limited real-world operation data for model alignment, enhancing training efficiency [5]

开源开放是科学发展的未来， SciMaster始终拥抱开源开放。 7月26日，上海交通大学-深势科技-上海算法创新院共同发布真正通用意义的科学基座大模型Innovator，并依托Innovator推出"通用科研智能体"SciMaster。 SciMaster并非又一个冰冷的工具，而是一位触手可及的"Master-专家级"科研助手，正将AI for Science的宏伟愿景转化为人人可参与的科研新现实。 应对科研痛点而生的 "超级智能体"——SciMaster 科学的发展依赖于历代研究者孜孜不倦地探索与海量典籍、文献地传承。 然而统计显示，自19世纪以来人类文献数量增长了4000倍，但是人们研读文献的速度仅提升了2倍。面对无限的科研需求，广阔的探索空间，研究者只有有 限的探索手段，这使科学发现的速度受到严重制约，且限制了更多创新的发生。 此外，当前的科学研究越来越需要多学科研究者同时参与，并且解决问题需要的各类工具日益增长且愈加复杂，会使研究者被迫陷入知识壁垒等问题引起的 效率瓶颈中。 为了应对这些科研挑战，SciMaster应运而生，旨在重塑科研过程。它不再满足于提供孤立的答案片段，而是立足于"读、算、做"构 ...