行业方面，近日，阿里巴巴更新了开源千问3推理模型，在通用能力和深度思考能力上实现显著提升。 千问3推理模型支持256K上下文长度，在知识、编程、数学、人类偏好对齐、创意写作、多语言能力等 核心能力上，可比肩Gemini-2.5 pro、o4-mini等闭源模型，并创下全球开源模型的最佳性能表现。此 外，上海人工智能基础大模型代表公司阶跃星辰发布了新一代基础大模型Step3。阶跃星辰创始人、 CEO姜大昕在发布会上介绍，Step3主打多模态推理能力，通过系统和架构创新，推理效率创行业新 高。Step3大模型计划在7月31日向全球开源。 AI应用概念31日盘中强势上扬，截至发稿，易点天下（301171）20%涨停，慧博云通（301316）涨超 16%，用友网络（600588）、南兴股份（002757）亦涨停，三六零（601360）、值得买（300785）等涨 超8%。 中信建投（601066）证券指出，阿里Qwen模型三连开源，阶跃星辰新一代多模态推理基础模型Step3大 幅提升推理效率，国产模型能力持续向上。海外AI Coding赛道火热，GitHub Copilot 2024年12月约实现 4亿ARR，Cur ...

Core Insights - The WAIC showcased significant advancements in AI and robotics, with over 350,000 attendees participating in the event [1] - Major tech companies shifted focus from basic large models to multi-modal applications and AI agents, indicating a competitive landscape [1][3] - The emergence of AI agents as a primary focus for companies, with various solutions being demonstrated across different sectors [6][7] Group 1: Event Overview - WAIC attracted approximately 350,000 attendees, highlighting the growing interest in AI and robotics [1] - The event featured over 800 exhibitors showcasing advancements in AI infrastructure, robotics, and multi-modal applications [1][2] - The shift from traditional humanoid robots to more interactive and functional robots was evident, with live demonstrations of various tasks [10][11] Group 2: Company Highlights - Alibaba's booth was the largest, featuring the Quark AI glasses and multiple open-source large models, emphasizing their commitment to AI agents [3][6] - Ant Group presented various AI solutions, including the financial reasoning model Agentar-Fin-R1, showcasing their focus on industry-specific applications [6][7] - The "Six Little Tigers" of large models showed a divergence in performance, with some companies like Baichuan Intelligence and Zero One falling behind [7][8] Group 3: Technological Developments - The AI agents market has surpassed $5 billion, with a growth rate of 40%, indicating a strong demand for practical applications [4] - Companies are increasingly focusing on integrating AI models with real-world business needs, as seen in the development of solutions for document proofreading and financial services [5][6] - The introduction of advanced components like six-dimensional force sensors is enhancing the capabilities of humanoid robots, allowing them to perform complex tasks autonomously [12][14] Group 4: Market Trends - The trend is shifting from "technology showcase" to "scene rehearsal," with a focus on practical applications of AI technology [14] - The competition is intensifying as companies strive to effectively integrate technology into products, moving beyond mere demonstrations [14] - The rapid growth in the humanoid robot market is creating both challenges and opportunities for component manufacturers, necessitating faster development cycles and higher standards [13][14]