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]

Core Viewpoint - The establishment of the "MoXin Ecological Innovation Alliance" by companies like Jiyue Xincheng, Huawei Ascend, and others marks a significant shift in China's AI and chip industry, moving from individual efforts to collaborative innovation in computing power [1][3][4] Group 1: Alliance Formation - The alliance signifies a transition from "individual combat" to "team collaboration" in the domestic computing power landscape, indicating a unified approach to tackle challenges in AI model development and chip compatibility [1][3] - The collaboration aims to integrate AI models with domestic chips, addressing the dependency on foreign technology and enhancing the overall ecosystem [3][5] Group 2: Key Players - Huawei Ascend is recognized as a leading player in the domestic chip market, successfully running the Step 3 model, showcasing its robust computing capabilities [4][5] - Other notable members like Muxi, Tianshu Zhixin, and Suiyuan Technology are acknowledged for their significant contributions to high-performance computing and AI training chips, representing the new force in domestic chip manufacturing [4][5] Group 3: Benefits of Collaboration - The alliance aims to standardize the adaptation of AI models across different chips, reducing the complexity for companies looking to utilize domestic computing power [5][6] - By aligning chip manufacturers and model developers, the alliance fosters a deep optimization of both hardware and software, enhancing performance and usability [5][6] Group 4: Economic and Security Implications - The collaboration is expected to lower the costs associated with AI services, making them more accessible to consumers and businesses alike [7] - Utilizing domestic chips and models enhances data security, particularly in sensitive sectors like finance and healthcare, by keeping data within national boundaries [7] Group 5: Future Outlook - While the alliance represents a significant step forward, challenges remain in terms of technology, ecosystem development, and market competition against international giants [8] - The initiative is seen as a foundational move towards establishing a self-sufficient and competitive domestic AI and chip industry, with long-term potential for growth and innovation [8]

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].