2025.08.19 产业研究中心 | ર્ | 李嘉琪(分析师) | | --- | --- | | ల | 010-83939821 | | 网 | lijiaqi2@gtht.com | | 登记编号 | S0880524040001 | | S | 刘峰(研究助理) | | C | 0755-23976068 | | B | liufeng6@gtht.com | | 登记编号 | S0880124060013 | 往期回顾 【数字经济周报】全球首款热力学计算芯片正式 流片 2025.08.17 【数字经济资本市场周概览】银诺医药港交所主 板挂牌上市,创想三维向港交所递交招股书 2025.08.17 稳步攀升,越南领涨 -- 东南亚指数双周报第5 期 2025.08.16 【AI 产业跟踪】 Qwen 开源 4B 端侧模型 2025.08.13 【AI 产业跟踪】百川开源医疗大模型 Baichuan-M2 摘要:产业最新趋势跟踪,点评产业最新风向 商汤携手铁一院落地铁路多模态大模型平台 o AI 大模型资讯 上海交大发布原生类脑大模型 BriLLM 港大联手月之暗面等机构开源 OpenCUA 字节跳动 ...

TMT [Table_Title] 国内晶圆厂代工厂 2025Q2 业绩超预期 TMT 行业周报（8 月第 3 周） [Table_S 行业观点： ummary] [Table_ReportDate] 2025 年 08 月 18 日 [Table_Author] 分析师：李时樟 执业证书：S1030522060001 电话：18065826333 邮箱：lisz@csco.com.cn 分析师：罗晴 执业证书：S1030524110001 电话：13603091122 邮箱：luoqing@csco.com.cn 公司具备证券投资咨询业务资格 证券研究报告 [Table_Industry] [Table_BaseData] 3) 风险提示：半导体下游需求不及预期。 请务必阅读文后重要声明及免责条款 [Table_ReportType] 1) 周度市场回顾。TMT 板块内一级行业上周（8/11-8/15）涨跌 幅为：通信（7.66%）、电子（7.02%）、计算机（5.38%）、 传媒（1.00%），TMT 板块除传媒外跑赢沪深 300（2.37%）。 板块内涨幅靠前的三级子行业分别为通信网络设备及器件 （12 ...

Group 1 - The first humanoid robot sports event took place on August 14, featuring 280 teams from 16 countries, showcasing the capabilities of humanoid robots in various competitions [3][4] - The UTree H1 robot won the 1500 meters race with a time of 6:34.40, marking the first gold medal in the event [3] - The TianGong robot team lost to UTree in both the 1500 meters and 400 meters races, with the CTO of TianGong expressing a desire to learn from UTree's performance [3][4] Group 2 - A corruption scandal involving DeepSeek's parent company has emerged, revealing that over 1.18 billion yuan was illicitly obtained through a kickback scheme over six years [8][9] - Reports indicate that DeepSeek's next-generation model, R2, will not be released in August as previously speculated, with the focus instead on iterative improvements to existing products [10] - The company has faced challenges due to supply chain issues related to AI chips, impacting its development timeline [10] Group 3 - Manus is facing potential forced withdrawal of a $75 million investment from Benchmark due to regulatory scrutiny over compliance with U.S. investment restrictions in Chinese AI firms [11] - The company has shifted its focus from domestic expansion to international markets, particularly Singapore, following the investment controversy [11][12] Group 4 - Kuaishou announced a leadership change in its AI division, with Gai Kun taking over the technical department, amid rumors of the departure of the previous head [12][13] - The CEO of Leifen publicly criticized a former employee over product performance comparisons, indicating internal conflicts and challenges in the company's public image [14] Group 5 - OpenAI employees are seeking to sell approximately $6 billion in stock at a valuation of $500 billion, indicating strong investor interest despite the company's current losses [15] - The company is also exploring advertising as a revenue stream while maintaining a focus on subscription growth [38] Group 6 - Alibaba's "扫地僧" Cai Jingxian, the first programmer for Taobao, has reportedly left the company, marking a significant personnel change [17][18] - G.E. has launched a new open-source platform for robotics, aiming to integrate various aspects of robot control and learning [36] Group 7 - The National Data Bureau reported a dramatic increase in daily token consumption in AI applications, reflecting rapid growth in the sector [30] - Alibaba's international platform has gained popularity with its AI agent, prompting plans for expansion to accommodate increased demand [31]