Group 1 - The 2025 World Artificial Intelligence Conference (WAIC 2025) opened in Shanghai, with Geely Auto Group showcasing several intelligent new models and technological achievements in collaboration with its strategic partner, Jiyue Xingchen [1][3] - Featured models included Zeekr 9X, Lynk & Co 10EM-P, Geely Galaxy A7, and Geely Galaxy M9, highlighting the Qianli Haohan intelligent driving assistance system and AI wearable devices as part of a comprehensive AI technology system [3][5] - The Geely Galaxy M9 debuted its hyper-personalized in-car AI system, which utilizes an end-to-end AI voice model developed by Jiyue Xingchen to enhance human-machine interaction [3][5] Group 2 - Jiyue Xingchen launched its next-generation foundational model, Step 3, during the event, and in collaboration with Qianli Technology and Geely, previewed the next-generation intelligent cockpit operating system, Agent OS [5][6] - The partnership between Jiyue Xingchen and Geely focuses on multi-modal models, intelligent driving, and smart cockpit development, with plans to deepen collaboration based on the newly released Step 3 model [6][8] - Geely's "Smart Geely 2025" strategy, introduced in 2021, aims to create a comprehensive AI technology system covering architecture, power, chassis, and cockpit, emphasizing collaboration with partners for model optimization and software-hardware integration [8][10] Group 3 - Geely's Qianli Haohan intelligent driving assistance system, along with other AI technologies, has achieved mass production, with the company aiming to advance automotive intelligence and explore AI as a user service tool [10] - Future plans include building a "fast interaction + deep thinking" technology architecture to enable in-car AI to handle complex tasks [10]

就在刚才，中国芯片圈扔下一颗超级炸弹——阶跃星辰带着华为昇腾、沐曦、天数智芯、燧原科技这些 大佬，直接成立了"模芯生态创新联盟"！简单说：以前咱们搞AI大模型，算力卡脖子、芯片各玩各的时 代，可能真要翻篇了！这不是小打小闹，是国产算力从"单打独斗"到"组团打怪"的标志性动作，今天这 篇，我保证让你5分钟看透这事儿对中国科技到底意味着什么，看完你绝对得说一句：干得漂亮！ 可能有人会说：不就是几家公司凑一起开个会吗？有啥大不了的？那你可就太天真了！看看这联盟里都 是什么神仙选手—— 华为昇腾：不用多说，国产芯片的"带头大哥"。从手机芯片到服务器芯片，华为的技术积累摆在那儿。 这次昇腾能第一个把Step 3大模型跑起来，说明它的算力底子够硬，兼容性也到位，绝对是联盟里的"定 海神针"。 一、别再只盯着ChatGPT了！中国AI缺的不是"聊天机器人"，是"自己的发动机" 最近全网都在聊AI大模型，今天这个能写诗，明天那个能写代码，好像谁的模型参数大谁就牛。但很 少有人戳破一个扎心的真相：大模型就是个"吞金兽"，背后得靠算力撑着，而算力的核心，是芯片！ 你想想，就像咱们造新能源车，电池技术不行，车做得再花哨也是白搭。A ...

Core Viewpoint - The AI sector, particularly the "AI Four Strong" companies, is experiencing a resurgence as they pivot towards Deep Research and AI Agents to compete with larger firms and demonstrate their value to investors [1][3][21]. Group 1: AI Four Strong's Strategy - The AI Four Strong have launched their own Deep Research products, aiming to regain market presence after a period of low activity [2][9]. - These companies are focusing on vertical integration and delivering value through Deep Research and AI Agents, which are seen as safer positions amid competition from larger firms [3][4]. - The introduction of AI Agents is not only a strategy to re-enter the market but also a way to create monetizable opportunities, with reports indicating significant user upgrades to premium services [5][21]. Group 2: Market Dynamics and Competition - The AI landscape has shifted with the emergence of Deep Research as a new benchmark, prompting the AI Four Strong to innovate rapidly [8][17]. - The competition has intensified, with major players like Tencent and Alibaba also entering the fray, leading to a reassessment of strategies among the AI Four Strong [17][20]. - The AI Four Strong are now prioritizing technological advancements over user growth, reflecting a strategic shift in response to market pressures [20][21]. Group 3: Product Development and User Engagement - The AI Four Strong are adopting different approaches to product development, with some focusing on user-friendly interfaces while others emphasize high user interaction [12][13]. - Recent model releases, such as MiniMax's M1 and Kimi's K2, showcase significant advancements in capabilities, including increased parameter counts and improved efficiency [15][23]. - The need for AI Agents to deliver quantifiable value to clients is critical, as demonstrated by successful case studies that highlight efficiency improvements and cost reductions [27][28]. Group 4: Financial Outlook and Investment - The AI Four Strong are beginning to attract positive attention from investors, with reports of significant funding rounds and IPO plans [23][24]. - The financial viability of AI Agents is under scrutiny, as the costs associated with their use can be substantial, necessitating a focus on creating clear value propositions for clients [30][31]. - The overall market for AI Agents is still developing, with indications that achieving product-market fit remains a challenge for many companies in this space [31][32].