Core Viewpoint - Meta is considering a significant shift in its AI strategy by potentially moving from open-source AI models to closed-source models, which could mark a departure from its long-standing commitment to open-source development [1][5][6] Group 1: Strategic Shift - Meta's newly established "Super Intelligence Lab" (MSL) is contemplating abandoning its powerful open-source AI model, Behemoth, in favor of developing a closed-source model [1][5] - This potential shift is seen as a major strategic change for Meta, which has historically believed that open-source technology fosters faster AI development and broader access for developers [5][6] - The decision is reportedly influenced by the underperformance of the Behemoth model during internal testing, leading to delays in its release [5][6] Group 2: Leadership and Talent Acquisition - Meta has appointed Alexandr Wang, the new AI head, who previously led Scale AI, to oversee the Super Intelligence Lab, which consists of a specialized team of about 12 members [6][7] - The company has adopted a "high-paying talent acquisition" strategy, offering salaries exceeding $100 million to attract top researchers from competitors like OpenAI, Google, and Apple [5][6] Group 3: Market Implications - The shift towards closed-source models could signify a retreat from the competitive landscape of open-source large language models (LLMs), with concerns raised about the U.S. losing its edge in this area [1][3] - The ongoing developments in Meta's AI strategy are closely watched, especially as the company faces challenges in the AI technology sector [5][6]

郑立慷指出，当科技研发仅局限于单一文明或文化时，其成果往往是局部性的，难以适应多元世界 的需求。"文明对话能够帮助我们突破这一局限，让技术更具包容性和人文关怀。" 新华社北京7月12日电 专访｜文明对话助推科技共同发展——访马来西亚科技与创新部长郑立慷 新华社记者朱瑞卿 郑锦强 毛鹏飞 "科技不应有界限，它属于全人类。"马来西亚科技与创新部长郑立慷11日在接受新华社记者专访时 表示，文明多样性为科技创新提供了源源不断的灵感，也为全球科技合作注入了包容与信任的力量。 郑立慷此次来华出席全球文明对话部长级会议。他指出，在当前地缘政治不确定性上升、多边主义 面临挑战的背景下，中国提出的全球文明倡议展现了推动合作共赢、促进人类共同发展的责任担当。 "文明对话的核心是包容与合作，这不仅关乎国际关系的稳定与进步，也对科技发展至关重要。"郑 立慷说。当前，气候变化、人工智能、粮食安全等一系列全球性问题日益突出，亟需各国加强沟通、深 化协作。"这些挑战没有任何一个国家能够独自应对，科技合作更不应成为政治博弈的工具。" 他强调，科技发展应服务全人类，不应受限于地理界限、意识形态或制度背景，更不该成为某些国 家的专属资源。"我们 ...

先进数通：与超聚变合作的一体机已有客户项目落地实施 智通财经7月8日电，先进数通在互动平台表示，公司与超聚变联合推出企业级知识库一体机，深度结合 了先进的DeepSeek模型，该模型凭借其混合专家（MoE）架构和多模态处理能力，能够实现高效的知 识问答、智能文档解析与检索等功能。目前，已有客户项目落地实施，有客户在试用样机，有潜在客户 洽谈。相关业务规模较小，对公司业务不构成重大影响。 ...

海能投顾与腾讯云达成合作 近日，上海海能证券投资顾问有限公司（简称海能投顾）宣布，已在腾讯云的大模型知识引擎基座平台 上接入DeepSeek模型，为AI智能质检、客服GPT助手、AI投顾协同等业务深度赋能，将为客户提供更 智能、更极致便捷的金融服务体验。海能投顾产品技术负责人表示，此次DeepSeek的落地，将会让海 能投顾通过技术驱动，提升服务效率，进而全面升级客户服务体验。 ...

Group 1 - A recent study by Sakana AI focused on integrating the capabilities of three models during the inference process rather than during construction [1] - The results were surprising, showing that the integrated model's capabilities significantly exceeded those of individual models [1] - The performance of the three-model integration was better than that of any combination of two models [1]

在演讲中，张孜铭首先分析了全球AI产业的发展现状。他指出，生成式AI正以年均83%的增速成为推动经济增长的新引擎，2024年 全球生成式AI市场规模已达400亿美元。然而， 中国AI产业面临双重挑战： 一方面，融资规模占比持续收缩，2024年仅占全球总额 的5%；另一方面，受美国芯片出口管制影响，高端算力获取受限，制约了尖端模型的研发。尽管如此，中国在应用层创新上表现亮 眼， 大语言模型已占据全球20%的市场份额，展现出强大的差异化竞争力。 DeepSeek：中国AI的创新突围 近日 ， 由杭州市委组织部指导、杭州市欧美同学会主办的" 鸿鹄海归科创投资沙龙" 在杭州成功举办。 未可知人工智能研究院副院 长张孜铭 受邀出席活动，并发表了题为 《AI投资下半场：技术、赛道与商业化》 的主题演讲。作为《AIGC：智能创作时代》的作 者和人工智能领域的资深专家，张孜铭从技术演进、产业格局和投资机会 三个维度，为现场金融投资界人士及海归科创精英带来了 一场深度分享 。 全球AI产业：机遇与挑战并存 张孜铭特别提到深度求索（DeepSeek）的崛起案例。这家背靠幻方量化的AI公司，通过全栈开源策略和极致的成本控制，仅用6 ...

Core Insights - Chinese AI models are gaining popularity globally, challenging the dominance of the US in the AI industry [1] - Users from various sectors, including multinational banks and public universities, are turning to Chinese companies like DeepSeek as alternatives to US products like ChatGPT [1] Group 1: Adoption and Usage - HSBC and Standard Chartered have begun internal testing of DeepSeek's models [3] - Saudi Aramco has deployed DeepSeek in its main data center [3] - Major US cloud service providers, including Amazon AWS, Microsoft, and Google, are offering DeepSeek services to their clients [3] Group 2: Competitive Advantage - Chinese AI companies can provide comparable performance at significantly lower prices, attracting customers quickly [3] - DeepSeek's overall quality is reported to be similar to competitors, but its price is only 1/17 of that of alternatives, making it particularly appealing in countries with limited funding and computing resources [3][4] Group 3: Global Reach and Customization - The platform Latenode, based in Cyprus, helps global enterprises customize AI tools, with up to 20% of users opting for DeepSeek's models [3] - Abeja, a Tokyo-based AI startup, chose Chinese-developed AI products over those from Google and Meta for a project with Japan's Ministry of Economy, Trade and Industry [4] - The University of Johannesburg in South Africa selected DeepSeek for a pilot project due to its open-source nature and offline capabilities, which enhance data security [4]

Core Viewpoint - Chinese AI companies are challenging the dominance of American AI models globally, with increasing adoption of Chinese AI models like DeepSeek across various international sectors, despite U.S. restrictions [1][5]. Group 1: Market Dynamics - International users, including major banks like HSBC and Standard Chartered, are testing Chinese AI models, indicating a shift in preference from American products to Chinese alternatives [1]. - The download figures for OpenAI's ChatGPT stand at 910 million, while DeepSeek has reached 125 million, showcasing a significant gap but also a growing presence of Chinese models [2]. - Chinese AI models are closing the performance gap with American counterparts, with DeepSeek scoring 1,424, closely following Google's Gemini and OpenAI's ChatGPT [3]. Group 2: Strategic Approaches - Chinese AI companies are focusing on practical applications and open-source models, which have spurred global interest and usage, contrasting with the closed-source, high-cost models of American firms [4]. - The open-source strategy has led to significant adoption of Chinese models, with reports indicating that DeepSeek is chosen by one in five users on a global AI platform due to its cost-effectiveness [4]. Group 3: Geopolitical Implications - U.S. restrictions on Chinese AI development have backfired, leading to losses for Western chip manufacturers and failing to halt the progress of Chinese AI [5]. - The increasing adoption of Chinese AI models globally poses a risk to the market share and revenue of American companies like Google and Meta [5]. - The divide between U.S. and Chinese AI systems may hinder global cooperation on AI safety, potentially weakening the ability to address future AI risks [6].

Core Insights - Chinese AI is challenging the dominance of American AI in the global market by leveraging cost advantages and application-oriented strategies [1][2][4] - A significant portion of users, up to one-fifth globally, are opting for Chinese AI models like DeepSeek over American counterparts [1][2] - The performance of Chinese AI models is comparable to that of American models, but at significantly lower prices, making them particularly attractive in regions with limited resources [2][3] Cost Advantage - Chinese AI companies are successfully penetrating the global market by adopting a low-cost strategy, even in the face of American barriers [2] - DeepSeek is reported to be 17 times cheaper than its American counterparts, which is especially appealing in countries like Chile and Brazil [2] - Alibaba has seen over 100,000 derivative models created based on its open-source AI model Qwen, indicating strong developer engagement [2] Application Focus and Open Source - The Chinese AI industry prioritizes practical applications of AI, which may facilitate quicker user acquisition compared to American companies focused on major breakthroughs [3] - Leading Chinese AI firms, including Tencent and Baidu, benefit from open-sourcing their AI models, allowing users to customize them to meet specific needs [3] - The open-source nature of models like DeepSeek has made them attractive for institutions like South Africa's University of the Witwatersrand, which values data security and offline capabilities [3] Industry Implications - The weakening dominance of American AI companies diminishes their power in setting global technology standards [4] - The outcome of the AI competition will ultimately depend on which technology gains broader adoption worldwide, as highlighted by Microsoft's president [4]

（原标题：AI产业化狂飙！科创板如何锁定硬科技"黄金赛道"？） 作者 | 闫奕帆 编辑 | 黄绎达 在科技快速迭代的时代背景下，人工智能正逐步从实验室向应用领域加速渗透，科创板作为中国培育硬科技企业的"前沿试验田"，凭借其对科技 创新企业的孵化与支持，成为了资本市场的焦点，近期更是吸引了众多投资者的目光。在AI概念热潮之下，如何精准辨明真正具备潜力的投资风 口，已然成为投资者亟需解决的核心议题。 6月25日，36氪携手博时基金管理有限公司投资者关系部首席培训官洪露娉和指数与量化部基金经理李庆阳进行了专场直播，共同分析科技版新机 遇。 AI临界突破与科创板波动解析 当前的AI市场正处于技术迭代的关键临界点，OpenAI即将发布的GPT-5有望在多模态理解与实时学习能力上实现突破，推动AI从"推理"迈向"行 动"，并刺激算力需求出现井喷式增长。政策面的利好也在持续释放，特别是在"人工智能+"政策助推与硬件创新的双重加持下，驱动各行业的智 能化转型加速深化。 然而，二级市场方面，AI板块在进入财报季后波动加剧，进入短期震荡阶段，主要是受美国关税政策等外部因素影响，叠加资金短期呈现向创新 药等领域倾斜的缘故，AI板块 ...