生成式AI 一、OpenAI重磅：AgentKit、Codex正式版、Apps SDK等 1. OpenAI发布AgentKit工具集，包含可视化Agent Builder、Connector Registry和ChatKit，提供拖拽式工 作流编排和安全护栏功能，被认为对创业公司构成威胁； 2. Codex正式版上线并新增Slack集成和SDK，日活使用量三个月增长10倍以上，GPT-5-Codex处理超40 万亿token； 3. 同步发布Sora 2 API、gpt-realtime-mini、gpt-image-1-mini等新模型接口，ChatGPT开放Apps SDK支持 第三方应用内嵌交互界面。 https://mp.weixin.qq.com/s/d9-xJiuuxvLyyE52cL6Jog 二、 Gemini 3.0 Pro内测流出，编程实力惊人！下周上线 1. Gemini 3.0 Pro内测流出显示其前端和web编程能力极强，能精准实现物理引擎、太阳系模拟、SVG图 形生成等复杂任务； https://mp.weixin.qq.com/s/fFcj-E1pjXVebdLWv1Vtgw 2 ...

Core Viewpoint - NVIDIA has made significant advancements in robotics by releasing multiple open-source technologies, including the Newton physics engine, which enhances robots' physical intuition and reasoning capabilities, addressing key challenges in robot development [1][4][10]. Group 1: Newton Physics Engine - The Newton physics engine aims to solve the challenge of transferring skills learned in simulation to real-world applications, particularly for humanoid robots with complex joint structures [4]. - It is an open-source project managed by the Linux Foundation, built on NVIDIA's Warp and OpenUSD frameworks, utilizing GPU acceleration to simulate intricate robot movements [4]. - Leading institutions such as ETH Zurich and Peking University have already begun using the Newton engine, indicating its adoption by top-tier robotics companies and universities [4][3]. Group 2: Isaac GR00T N1.6 Model - The Isaac GR00T N1.6 model integrates the Cosmos Reason visual language model, enabling robots to understand and execute vague commands, a longstanding challenge in the industry [5][6]. - This model allows robots to convert ambiguous instructions into actionable plans while performing simultaneous movements and object manipulations [6]. - The Cosmos Reason model has surpassed 1 million downloads, and the accompanying open-source physical AI dataset has exceeded 4.8 million downloads, showcasing its popularity and utility [6]. Group 3: Training Innovations - The Isaac Lab 2.3 developer preview introduces a new workflow for teaching robots to grasp objects, utilizing an "automated curriculum" that gradually increases task difficulty [8]. - This approach has been successfully implemented by Boston Dynamics' Atlas robot, enhancing its manipulation capabilities [8]. - NVIDIA has collaborated with partners to develop the Isaac Lab Arena, a framework for large-scale experiments and standardized testing, streamlining the evaluation process for developers [8]. Group 4: Hardware Infrastructure - NVIDIA has invested in hardware advancements, including the GB200 NVL72 system, which integrates 36 Grace CPUs and 72 Blackwell GPUs, already adopted by major cloud service providers [9]. - The Jetson Thor, equipped with Blackwell GPUs, supports multiple AI workflows for real-time intelligent interactions, with several partners already utilizing this technology [9]. - Nearly half of the papers presented at CoRL referenced NVIDIA's technologies, highlighting the company's influence in the robotics research community [9]. Group 5: Comprehensive Strategy - NVIDIA's "full-stack" approach, encompassing open-source physics engines, foundational models, training workflows, and hardware infrastructure, is redefining the landscape of robotics development [10]. - The advancements suggest that the integration of robotics into everyday life may occur sooner than anticipated [11].

[Table_Title] 低空经济快速发展，工程机械景气度向 [Table_Main] 行业研究|工业 证券研究报告 工业行业周报、月报 2025 年 05 月 27 日 好 ——机械行业周报 [Table_Summary] 报告要点： 周度行情回顾 2025 年 5 月 18 日至 5 月 23 日，上证综指下跌 0.57%，深证成指下 跌 0.46%，创业板指下跌 0.88%。其中申万机械设备下跌 2.48%，相 较沪深 300 指数跑输 2.30pct，在 31 个申万一级行业中排名第 30。 细分子行业来看，申万通用设备/专用设备/轨交设备Ⅱ/工程机械/自动 化设备分别涨跌-3.44%/-0.86%/-0.64%/-2.17%/-3.85%。 重点板块跟踪 低空经济板块：低空经济行业快速发展，呈现出"政策逐步完善、技 术密集突破、产业深度协同"的发展态势。政策端，苏州、成都、重 庆等多地加速推进低空经济专项政策，同时将低空经济与新消费深度 绑定，助力低空经济发展与应用落地。技术端，"彩虹-YH1000"无人 物流机成功完成首飞，驼峰 500HS 纵列式重载无人直升机全球首发， 沃兰特航空首架 VE2 ...

Core Insights - NVIDIA's CEO Jensen Huang presented a grand vision for the future of artificial intelligence (AI) at Computex 2025, showcasing new products and technology plans aimed at reshaping the tech ecosystem from cloud to edge and virtual to reality [1] - Huang emphasized that NVIDIA is transitioning from being a tech company to a crucial AI infrastructure company, defining its operations as an "AI factory" that produces valuable outputs known as tokens [2][3] - The chip industry is valued at $300 billion, while the data center opportunity is evolving into a nearly $1 trillion market, driven by the concept of "AI factories" and infrastructure [5] Product Launches - NVIDIA introduced the RTX 5060 GPU and a new MSI laptop equipped with it, set to launch in May [5] - The company announced the Grace Blackwell GB300 system, designed for AI inference performance, featuring 72 NVIDIA Blackwell Ultra GPUs and 36 ARM-based Grace CPUs, with significant performance improvements [7][8] - The new RTX Pro AI platform was launched for enterprises, offering 30 PFLOPS AI computing power and supporting complex AI model training and inference tasks [9] Strategic Developments - NVIDIA is establishing a new headquarters in Taipei, Taiwan, symbolizing its commitment to building a global AI ecosystem [12] - Huang highlighted the importance of robotics in the future of AI, stating that all mobile devices will become robots, leading to an industrial revolution [12][14] - The company is investing in a robot simulation training platform, Isaac GR00T, and has partnered with various companies to advance its integrated hardware and software strategy [14]

Group 1: Market Reactions to Credit Rating Downgrade - The U.S. stock market experienced a slight increase, with the S&P 500 index rising for the sixth consecutive day despite Moody's downgrade of the U.S. credit rating from Aaa to Aa1 [1] - Following the downgrade, the 30-year U.S. Treasury yield initially surged to 4.995% and the 10-year yield to 4.521%, but both yields later retreated [1] - Analysts noted that the downgrade may lead investors to reassess the risk premium of U.S. assets, increasing concerns about the sustainability of U.S. long-term debt [1] Group 2: U.S. Treasury and Corporate Bonds - Short-term reactions to the downgrade may force some institutions to sell U.S. Treasuries, but the overall demand for U.S. debt remains strong due to higher yields compared to other developed countries [2] - The total U.S. debt remains at $36.2 trillion, with $8 trillion in bonds maturing since May, indicating that new debt issuance can absorb maturing funds without default risk [2] - The Federal Reserve's support for U.S. Treasuries helps maintain market liquidity and stabilizes corporate bonds, making them an attractive investment option [2] Group 3: AI and Technology Developments - NVIDIA announced its transformation into an "AI infrastructure company," launching several new products and partnerships aimed at building a trillion-dollar AI infrastructure market [3] - The introduction of upgraded systems and collaboration with companies like DeepMind and Hon Hai aims to enhance AI capabilities and support various industries, including automotive [3] - NVIDIA's CUDAx ecosystem is expected to become a core component of global AI infrastructure, with significant market potential [3] Group 4: Cybersecurity Sector Insights - Palo Alto Networks is expected to report higher quarterly sales driven by AI adoption and strong demand for cybersecurity solutions [5] - The company's stock has shown resilience, with a target price increase from $215 to $225, indicating a potential upside of 15.8% from its recent closing price [5] - The cybersecurity sector is recognized as essential for the digital age, with significant growth potential as companies increasingly prioritize security [5] Group 5: Stock Market Risk Premium - The Edmond de Rothschild Asset Management report highlights that the current risk premium in the U.S. stock market is too low, reducing its attractiveness [6] - The report suggests that ongoing economic risks from tariffs may impact certain sectors, while technology, healthcare, and consumer staples remain relatively insulated [7] - Analysts anticipate that the Federal Reserve may implement two rate cuts this year, which could influence stock market dynamics and risk premiums [7] Group 6: Netflix's Strong Performance - Netflix received a "buy" rating from Barron's, with its stock price rising 25% since April, significantly outperforming the S&P 500's 4% increase [8] - The company has shown resilience against tariff impacts and has expanded its user base to over 300 million subscribers, with a market capitalization nearing $500 billion [8] - Analysts expect Netflix's EBITDA to grow by 26% this year, indicating strong long-term growth potential despite a high price-to-earnings ratio [8]

Group 1: Company Listings and Financial Performance - Fuwai Group Limited has submitted a listing application to the Hong Kong Stock Exchange, with Morgan Stanley and Goldman Sachs as joint sponsors [1] - EHang Intelligent, a producer of electric vertical takeoff and landing (eVTOL) aircraft, is considering a secondary listing outside the United States [2] - Ctrip Group reported a net revenue of 13.8 billion yuan for Q1 2025, with inbound travel orders increasing by approximately 100% year-on-year [15] Group 2: Technological Developments - Xiaomi is set to launch its self-developed 3nm process mobile processor chip "Xuanjie O1" by the end of May, becoming the fourth company globally to do so [3] - Nvidia announced the full production of its personal AI computer DGX Spark and plans to open-source the physics engine Newton [13] - Huawei launched its first HarmonyOS foldable laptop, priced starting at 23,999 yuan [17] Group 3: Corporate Changes and Investments - Nissan is considering closing several factories in Japan and overseas as part of its cost-cutting measures [7] - "Yingwei Chip Technology" has secured several million yuan in angel round financing to accelerate the industrialization of its wafer-level heterogeneous integration technology [19] - Hangzhou Yihui Technology Co., Ltd. completed a pre-A round financing of several tens of millions, led by Jilu Asset [21] Group 4: Market Trends and Economic Indicators - The domestic prices of gasoline and diesel will decrease by 230 yuan and 220 yuan per ton, respectively, effective from May 19, 2025 [10] - The price of gold in retail markets has dropped from 792 yuan per gram to 756 yuan per gram, a decline of over 4% [5]

更多AIGC资讯 …… 扫码订阅 AIGC 产业日报， 精选行业新闻，帮你省时间！ 1.【英伟达：计划于7月开源全球最先进的物理引擎Newton】英伟达CEO黄仁勋表示，在物理世界中 制造机器人"不切实际"，我们必须在遵循物理定律的虚拟世界中训练它们。我们与DeepMind和 Disney Research研究合作开发了全球最先进的物理引擎Newton，计划于七月开源。Newton完全支 持GPU加速，具有高度可微性和超实时操作能力，能够通过经验实现有效学习。我们正在将该物理引 擎整合进Nvidia的ISAAC模拟器，这一整合使我们能够以真实的方式让这些机器人"活"起来。（新浪 财经） 2.【腾讯上线AI浏览器，灰度测试Agent功能】腾讯QQ浏览器升级为AI浏览器，全新推出QBot，搭 载腾讯混元和DeepSeek双模型，目前涵盖AI搜索、AI浏览、AI办公、AI学习、AI写作五大功能，还 能调用Agent执行复杂任务，首批正在灰度的Agent包括行业首个高考Agent"AI高考通"、下载助 理、更新助理、股票助理。（财联社） 3.【微软正在开发新"租户Copilot"服务，计划建立"Agent工厂"】根据 ...

Market News - The three major US stock indices experienced slight gains, with the Dow Jones up 0.32%, Nasdaq up 0.02%, and S&P 500 up 0.09%. Major tech stocks mostly rose, with Microsoft up over 1%, while Apple and Tesla fell over 1% and 2% respectively [1] - International oil prices strengthened, with WTI crude oil closing at $62.15 per barrel, and Brent crude at $65.52 per barrel. Gold prices rebounded, with spot gold up 0.86% to $3229.21 per ounce [1] Industry Insights - Baode Computer System Co., a leading provider of computing products in China, is set to be acquired by Huibo Yuntong through a share issuance and cash payment for 67.91% of Baode's shares. Baode is a top player in the information technology infrastructure sector, focusing on advanced computing infrastructure products and integrated solutions [3] - Huawei launched its first personal computers using the Harmony operating system, marking a significant breakthrough for domestic operating systems in the PC sector. The new products include the Huawei MateBook Fold and Huawei MateBook Pro, aimed at enriching the Harmony ecosystem [4] - Nvidia's CEO announced the development of the advanced physics engine Newton in collaboration with DeepMind and Disney Research, which will be open-sourced in July. This engine supports GPU acceleration and is being integrated into Nvidia's ISAAC simulator, highlighting the growing market opportunities in AI-driven infrastructure [6]

Group 1: Domestic Technology Developments - Huawei officially launched its first personal computers running the HarmonyOS, marking a significant breakthrough for domestic operating systems in the PC sector [1] - The Ministry of Industry and Information Technology and eight other departments issued an implementation opinion to accelerate the high-quality development of the technology service industry, focusing on R&D, technology transfer, and enterprise incubation [3] - The National Bureau of Statistics reported that high-tech manufacturing added value grew by 10% in April, outpacing overall industrial growth by 3.9 percentage points, indicating a positive trend in high-tech industries [6][10] Group 2: Foreign Investment Trends - The State Administration of Foreign Exchange reported a net inflow of $17.3 billion in cross-border funds in April, with foreign investment in domestic stocks turning to net buying in late April [2] - Morgan Stanley's managing director indicated that over 80% of investors are likely to increase their exposure to Chinese stocks, driven by positive developments in US-China trade negotiations [4] Group 3: Market Opportunities and Growth - NVIDIA's CEO highlighted that the data center market is evolving into a nearly trillion-dollar opportunity, driven by advancements in AI and accelerated computing technologies [7] - The Shenzhen Stock Exchange reported a 214% year-on-year increase in major asset restructurings among listed companies since September 2024, reflecting a shift towards new productivity [8] - The National Bureau of Statistics emphasized that China's investment potential remains significant, supported by ongoing industrial upgrades and substantial demand in the social welfare sector [9]

Group 1: OpenAI and G42 Data Center - OpenAI collaborates with G42 to build a 5 GW data center in Abu Dhabi, covering 10 square miles, larger than Monaco [1] - The project is part of the "Stargate" initiative, consuming power equivalent to five nuclear power plants, and is four times the size of the Texas Abilene facility [1] - G42 withdrew its investments in China due to U.S. concerns over its ties with Chinese entities, while Microsoft invested $1.5 billion and placed executives on G42's board [1] Group 2: NVIDIA's New Technologies - NVIDIA launched the new Grace Blackwell GB300 system, enhancing performance and allowing 72 GPUs to connect as a single giant GPU via MVLink technology [2] - The MVLink Fusion plan enables partners to integrate custom ASICs or CPUs into the NVIDIA ecosystem, supporting semi-custom AI infrastructure [2] - The Isaac GR00T platform and Cosmos physical AI model were introduced to strengthen robotics and digital twin technologies, with the Newton physics engine set to be open-sourced in July [2] Group 3: Huawei's Innovations - Huawei's Ascend introduced the CloudMatrix 384 super node and Atlas 800I A2 server, surpassing NVIDIA's Hopper architecture in DeepSeek model inference performance [3] - The "mathematics compensating for physics" strategy, utilizing FlashComm communication and AMLA algorithms, addresses challenges in deploying large-scale MoE models [3] - The CloudMatrix 384 super node achieves a throughput of 1920 Tokens/s at 50ms latency, while the Atlas 800I A2 reaches 808 Tokens/s at 100ms latency, with plans for open-sourcing related technologies [3] Group 4: Tencent's New QQ Browser - Tencent released a new version of the QQ browser, integrating QBot functionality, driven by Tencent's mixed Yuan and DeepSeek dual model, capable of extracting and organizing answers from the internet [4][5] - Key features include AI search, multimodal interaction, document interpretation and translation, intelligent writing, and learning assistance, with support for PC and mobile synchronization [5] - An AI toolbox is provided, including format conversion, information extraction, and document processing functions, operable without additional plugins directly in the browser [5] Group 5: Bilibili's AniSora Model - Bilibili open-sourced the animation video generation model Index-AniSora, supporting various anime-style video generation, selected for IJCAI25, and capable of efficient distributed training on Huawei's 910B chip [6] - The system includes two versions: V1.0 based on CogVideoX-5B and V2.0 based on Wan2.1-14B, supporting spatiotemporal masking and local control, covering 80-90% of application scenarios [6] - A dataset of tens of millions of text-video training data was built, and the first human preference reinforcement learning model in the animation field was open-sourced, containing 30,000 labeled samples [6] Group 6: Apple's Matrix3D Model - Apple, in collaboration with Nanjing University, released the Matrix3D model, which generates high-quality 3D scene models from just three photos and has been open-sourced [7] - Apple's leadership is pushing Siri to transition towards a ChatGPT-like model, with internal tests showing the chatbot nearing ChatGPT's capabilities, planning to add web search and app invocation features [7] - The company is cautiously handling Siri's upgrade strategy to avoid premature feature announcements and is considering separating Siri from the Apple Intelligence brand to mitigate negative impacts [7] Group 7: GenSpark's Agentic AI - GenSpark launched the world's first AI download agent tool, Agentic Download Agent, enabling file download and processing automation through natural language commands [8] - Utilizing a Mixture-of-Agents architecture, it integrates eight different scale language models and over 80 toolchains, reducing traditional time-consuming tasks to minutes [8] - An AI Drive smart cloud disk was introduced, supporting various digital asset formats and allowing secondary analysis of downloaded files, with an open API for enterprise system integration [8] Group 8: Granola's AI Note-Taking Product - Granola achieved a valuation of $250 million after completing Series B funding, becoming a preferred note-taking tool for founders and executives through its efficient personalized AI meeting recording feature [10] - The product's core advantage lies in empowering users with control, supporting real-time editing and personalized recording while protecting privacy by not saving audio [10] - The founder believes the key to AI tools is to enhance rather than replace human capabilities, with plans to evolve from a single note-taking tool to a comprehensive work platform integrating personal context [10] Group 9: Robotics Competition Achievements - The first ManiSkill-ViTac 2025 tactile-visual fusion challenge concluded, with Chinese teams winning three gold medals, to be reported at the ICRA 2025 conference [11] - The company Dexmal won gold in pure tactile control and tactile sensor design, improving success rates by 2-3 times through a dual paradigm learning framework, while another company won gold in visual-tactile control [11] - This event is the first public competition combining visual and tactile elements, promoting advancements in tactile-visual fusion algorithms and bridging the gap between laboratory research and real-world applications [11] Group 10: GitHub's Stance on Programming - GitHub CEO Thomas Domke countered the "programming is useless" argument, emphasizing that 2025 will be the year of programming agents, while human programmers will still be needed to manage the software lifecycle [12] - GitHub has released multiple SWE agent products, with Copilot users reaching 15 million, a fourfold increase, and plans to advance multi-agent "band mode" [12] - GitHub asserts that AI should serve as a high-level developer assistant, advocating for continuous learning in programming to maintain guidance and control over AI systems [12]