文档简介:行业核心观点: 上周沪深300指数上涨1.20%,申万计算机行业上涨0.09%,落后于指数1.11pct,在申万一级行业中排名第18位。本周建议重点关注人工智能大模型应用带来的投资机会。 投资要点: 产业动态:(1)互联网:7月9日消息,由中国互联网协会主办的2024(第二十三届)中国互联网大会在北京国家会议中心开幕。(2)人工智能:7月11日消息,商汤科技官方公众号今日晚间发文宣布,7月10日,商汤联合泰国DTGO集团及旗下Quinnnova共同发布“东风”泰语大模型(DTLM)。(3)人工智...
更新时间:2024-07-15 文档页数:9页
文档简介:万达信息(300168)事件:万达信息发布2023年三季度报告,前三季度实现营业收入为19.05亿元,同比下降14.56%;实现归母净利润为-3.38亿元,同比下降5.41%;实现扣非归母净利润为-3.78亿元,同比下降6.68%;毛利率为24.93%,同比下降0.51pct。单季度来看,第三季度实现营业收入为4.97亿元,同比下降54.70%;实现归母净利润为-2.41亿元,同比下降141.19%;实现扣非归母净利润为-2.49亿元,同比下降143.34%。国寿协同有望加强公司作为“科技国寿”...
更新时间:2023-11-01 文档页数:3页
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Advances in science, technology and healthcare shape human progress. Artificial intelligence (AI) has emerged as a formidable force in recent years, helping to reshape how we work, consume information, innovate and many other aspects of our lives....
更新时间:2024-12-25 文档页数:45页
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The COVID-19 pandemic exacerbated numerous existing global healthcare problem areas – among them a severe shortage of healthcare workers,1 widening health disparities and existential strain on health system finances. The World Health Organization ...
更新时间:2025-05-09 文档页数:17页
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人工智能(AI),尤其是生成式 AI 的迅猛发展,为知识产权(IP)领域带来了复杂的挑 战。AI 模型的开发、测试和验证高度依赖大规模数据集,导致对训练数据的需求激增。一 种广泛采用的方法是“数据抓取”,本报告特指从第三方网站、数据库或社交媒体平台自动 提取信息的行为。当数据抓取未经权利人同意或未支付报酬时,会直接影响知识产权保护作 品的创作者和所有者。此类活动可能涉及多种知识产权及相关权利,包括版权、数据库权利、 商标权、商业秘密、肖像权及人格权。
...更新时间:2025-07-11 文档页数:24页
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Hamburg-based secondary market research firm yStats.com has published AI in Latin America’s Payments and E-Commerce: Growth, Innovation, and Structural Challenges 2025. The report provides data-driven insights into how Artificial Intelligence (AI)...
更新时间:2025-11-12 文档页数:14页
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Artificial intelligence (AI) has revolutionized medical research by leveraging machine learning (ML), particularly deep learning (DL), to enhance various facets of healthcare. This paper explores the profound impact of AI across several domains wi...
更新时间:2024-11-20 文档页数:22页
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更新时间:2024-04-08 文档页数:108页
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This document serves as a practical guide for organisations in the region that wish to design, develop, and deploy traditional AI technologies in commercial and non military or dual use applications This Guide focuses on encouraging alignment with...
更新时间:2024-08-08 文档页数:87页
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机器学习作为人工智能的基石,在监督与非监。督学习的框架下,正持续突破复杂模式的识别能力。作为其重要分支,深度学习依托多层神经网络,显著提升了图像识别(如医疗影像分析)和自然语言处理精度;循环神经网络(RNN)则进一步优化了时序数据的建模能力。2Transformer 架构的出现推动了自然语言处理的质变,大模型借助自注意力机制精准捕捉深层语义关联,为生成式人工智能(Generative Al)的爆发奠定了基础。3从发展路径来看,人工智能主要呈现“专用型”与“通用型”双轨并进的态势。专用人工智...
更新时间:2026-04-21 文档页数:22页
文档简介:Al is valuable when used in threat intelligence and for threat detection. In threat intelligence, Al is mainlyused to track indicators of suspicious hostnames, IP addresses, and file hashes (65 percent of respondents)In threat detection, it creates r...
更新时间:2025-04-22 文档页数:27页
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Global supply chains are being reshaped by multiple forces, but two have systemic reach: the rapid uptake of artificial intelligence (AI) and the expansion of environmental requirements linked to market access. Addressing both depends on a shared ...
更新时间:2026-06-03 文档页数:46页
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an in-depth exploration of how artificial intelligence (AI) is reshaping the marketing landscape in one of Europe’s leading economies. In partnership with Kantar, this report analyses current trends, challenges, and opportunities surrounding AI a...
更新时间:2024-10-31 文档页数:16页
文档简介:投资要点: 事件:12月3日,摩尔线程披露公告称,经上海证券交易所审核同意,公司发行的人民币普通股股票已于2025年12月5日在科创板正式挂牌上市;12月17日,沐曦股份成为继摩尔线程之后第二家实现A股上市的国产GPU厂商。 摩尔线程与沐曦股份高度聚焦国产GPU领域布局。其中,摩尔线程以全功能GPU为核心,构建了覆盖芯片、板卡、集群及软件生态的全链条体系,产品矩阵涵盖AI智算、专业图形、桌面级GPU与智能SoC四大类;2024年公司实现营业收入4.38亿元(同比+253.65%),2022-20...
更新时间:2025-12-19 文档页数:10页
文档简介:Our findings showcase our industry’s remarkable sense of optimism, driven by robust growth and stable margins. Meeting the demand for artificial intelligence (AI) solutions remains paramount, with companies re-tooling their investments and “picking u...
更新时间:2024-08-19 文档页数:33页
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Intel on your competitors can be particularly helpful when it comes to merchandising and assortment planning. Having the right competitor data will enable you to make better decisions around your pricing, inventory, and positioning. Consider the f...
更新时间:2025-06-27 文档页数:15页
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更新时间:2024-12-30 文档页数:40页
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报告核心亮点
1.历史回望:七十载沉浮,AI终临战略拐点
1.1 从甲子光年的愿景说起
1.2 诺贝尔奖的颁发,意味着AI成为全球角逐的核心领域
1.3 回望:反映到人工智能领域,其发展历程会拉长到70年的周期
1.4 历程:生成式AI加速人工智能产业向规模应用演进
1.5 拐点:人工智能的发展已到战略拐点……
更新时间:2024-12-10 文档页数:62页
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更新时间:2024-10-15 文档页数:8页
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The integration of AI also brings new challenges, particularly in terms of skills and training. As highlighted in this report, one of the primary obstacles to AI adoption is the need for specialized expertise. Businesses must invest in training pr...
更新时间:2025-09-02 文档页数:25页