GuShiio.com ① Google’s AI agents have achieved 85% completion of complex tasks;② Musk said that the AI model Grok3 will be released soon and will perform better than any released product;③ Apple is said to continue to cooperate with Baidu to develop AI functions for the iPhone in China.
[Today’s Introduction]
Google AI agents have achieved 85% completion of complex tasks
Musk says AI model Grok 3 is about to be released and performs better than any released product
Apple allegedly continues to work with Baidu to develop AI features for the iPhone in China
Alibaba Cloud opens Thailand’s second data center, and its overseas market size has grown more than 20 times in five years
Many companies have connected to the DeepSeek model, which is expected to accelerate the commercialization of AI products in the education industry.
Setting a new record, my country’s autonomous quantum computer has exceeded 20 million global visits
This type of robot products has outstanding advantages and is widely penetrated in many fields.
[Theme Details]
Google AI agents have achieved 85% completion of complex tasks
According to media reports, Google CEO Sundar Pichai said that in the next 2-4 years,”Agent Workflows” will see significant progress. With this technology, AI can help users perform and ultimately complete the task after users describe the task in natural language. Google is advancing two related projects, one of which is the browser extension “Mariner”-AI can replace users by browsing the web, performing complex tasks, and providing complete results. He said that the technology was only 50% completed a year ago, but now it has increased to 85%.
Industrial Securities said that industry giants have launched AI Agents, and AI Agents have ushered in the first year of their outbreak. At the level of listed companies, by accumulating AI capabilities and increasing AI Agents ’empowerment of products and businesses, it is expected to boost performance. It is recommended to focus on tracking the progress of the AI Agent industry and seizing relevant investment opportunities.
On the company’s side, central control technology integrates cutting-edge technologies such as Big Language Models (LLM) and Agents (AI Agents) to independently develop an intelligent application software for central control and intelligent questioning for the BA field. It is based on three major scenarios: professional question and answer, intelligent operations and AI tools. Build core capabilities. Relying on its own technical strength, Zhiyuan Internet’s AI-COP collaborative operation platform has successfully built an agent application customization platform, widely connecting diversified model manufacturers including Tongyi Qianwen Model. Focusing on this customized platform, the company comprehensively promotes agent-based transformation and realizes full-scenario and full-role agent-based applications.
Musk says AI model Grok 3 is about to be released and performs better than any released product
According to media reports, Musk said that Grok 3 has extremely strong reasoning capabilities and has performed better than any released product we know of in the tests we have done so far. Grok 3 is in the final development stage and will be released in approximately one to two weeks.
Guotai Junan released a research report that local deployment may be the most suitable AI invocation method for large enterprises and enterprises in special industries. With the increase of future application scenarios, the number of model calls will also increase significantly, which will effectively drive the local reasoning power demand of enterprises. In the future, the focus of the market may shift from the AI capital expenditure of major Internet companies to the AI capital expenditure of various companies. Under the background of Xinchuang, we are optimistic about the explosion of domestic reasoning and computing power demand on the enterprise side.
On the company side, Philisen’s Lishui Cloud Data Center has been upgraded to a computing power (smart computing) center, and based on this, it has launched cooperation with major artificial intelligence product manufacturers and technology research institutions. Zhonghao Xinying, a company in which Kede Education shares, is a domestic company that masters the core technology of AI chips integrated with TPU architecture training and promotion. It is committed to creating an industrial value chain of “self-developed training chips + supercomputing clusters + pre-training large models”.
Apple allegedly continues to work with Baidu to develop AI features for the iPhone in China
Two people familiar with the situation told the media that although Apple has reached a cooperation with new partner Alibaba Group, it is still jointly developing artificial intelligence functions for China iPhone users with Baidu. Specifically, Baidu has been developing an artificial intelligence search function that can process pictures and text, and has upgraded the Chinese version of Siri’s voice assistant. These features are part of the “AppleIntelligence” feature suite. Apple’s collaboration with Baidu and Alibaba shows the company reducing risk by signing non-exclusive agreements with multiple AI partners.
After years of development, the search engine market has entered a period of slow growth. Against the background of relatively stable traditional computer and mobile search markets, the combination of AI technology and search engines may be expected to change the market landscape, thereby creating new customer needs and application scenarios. The Minsheng Securities Research Report pointed out that AI search is expected to become the first commercialized C-end super application, with global technology giants joining the game one after another. The transformation of traditional search is expected to bring massive business opportunities, forming multi-portal, platform-based AI search and vertical AI search such as software + terminals. The new search model of vertical AI search is expected to reshape the overall search industry.
Among listed companies, Kunlun Wanwei has completed the entire industrial chain layout of “Computing Infrastructure-Large Model Algorithm-AI Applications” and released China’s first AI search engine-Tiangong AI Search, creating a precedent for AI search in China. Leon Technology has the ability to provide computing power for data centers and cooperates with Baidu in data center business.
Alibaba Cloud opens Thailand’s second data center, and its overseas market size has grown more than 20 times in five years
Alibaba Cloud announced the official opening of its second data center in Thailand. The new data center this time will provide more powerful cloud computing resources for local Thai companies, China overseas companies and local developers. In recent years, Alibaba Cloud has grown rapidly in overseas markets, and its market size has increased more than 20 times in five years.
Faced with the actual need for cultivating ultra-large-scale data factor markets, on December 19, 2024, my country’s first central data technology enterprise was officially established. This is China Digital Logistics Information Co., Ltd. At present, my country’s data element policy portfolio has formed a clear synergy, aiming to promote the reform of market-oriented allocation of data elements and fully unleash the market potential of data elements. The establishment of central enterprises is an important manifestation of the country’s vigorous development of the data factor industry and is expected to promote the development process of the data factor industry chain.
Among the listed companies, the actual controller of Xiangyou Technology is China Post Group, which has built its own data center cloud infrastructure Xiangyou Cloud. In the data element market, the technical direction is currently mainly focused on data collection, processing, processing, analysis, application, data services and other fields. The data asset-related business carried out by Tongniu Information can provide customers with data asset registration consulting services and assist relevant regional government departments in the development and utilization of public data resources. The actual controller is the State-owned Assets Supervision and Administration Commission of the People’s Government of Beijing City.
Many companies have connected to the DeepSeek model, which is expected to accelerate the commercialization of AI products in the education industry.
The agency pointed out that education is one of the core scenarios for the implementation of AI applications. AI technology makes it possible to balance high quality, inclusiveness and personalization in education by reducing costs and increasing efficiency. It is expected to deeply empower education to improve delivery efficiency and enhance students ‘personalized experience.
AI+ education is the best implementation scenario under high-frequency iteration + personalized needs. Since January, many education companies have connected to the DeepSeek model. Under the catalysis of high-quality open source and low-cost models, the rich vertical data reserves of the original education companies are combined. The reasoning capabilities of the large model are expected to accelerate the commercialization of AI education products. CITIC Construction Investment Research News believes that AI technology makes it possible to balance high quality, inclusiveness and personalization in education by reducing costs and increasing efficiency. It is expected to deeply empower education to improve delivery efficiency and enhance students ‘personalized experience. According to data from iResearch and Tencent Research Institute, the domestic AI+ education B-end and C-end markets are expected to reach 47.7 billion yuan and 28.2 billion yuan respectively by 2027, while the AI+ companion market is expected to reach 100 billion yuan in 3-5 years. level.
Among listed companies, Doushen Education has established and cultivated a professional AI team composed of algorithm experts and engineering experts to vectorize the full maps and models of rich literature and history knowledge at home and abroad, and has completed the domestic language and literature field. It is a relatively leading position in the construction of model maps and targeted development of embedding and Rerank algorithms. The company has officially released a new super-anthropomorphic AI intelligent education product on October 30, 2024. Zhengyuan Wisdom said that the company will carry out AI research in 2023, and the smart campus integrated service platform based on the AI model launched has been launched in many universities. At present, some of the company’s products have been adapted and localized deployed with large models such as Tongyi Qianwen, Intelligent Spectrum and DeepSeek, and will continue to promote in-depth adaptation with various large models in the future. New Cape said that the company’s artificial intelligence technology is currently mainly used in AI+ educational application scenarios. New Cape has created “Xiaomei Classmates” campus life AI products based on the Pangu Model and the Tongyi Thousand Questions Model.
Setting a new record, my country’s autonomous quantum computer has exceeded 20 million global visits
According to the Quantum Computing Engineering Research Center of Anhui Province, the number of global visits to China’s third-generation autonomous superconducting quantum computer “Origin Wukong” exceeded 20 million, setting a new record for the scale of my country’s autonomous quantum computing power services. Data shows that “Yuanwu has covered 139 countries and regions around the world. Among overseas users, the United States, Russia, Japan, Canada and other countries are among the top in user activity. Among them, the number of user visits in the United States has always ranked first in overseas visits. Since its launch on January 6, 2024, Yuanyuan Wukong has completed more than 339,000 quantum computing tasks, covering many industry fields such as fluid dynamics, finance, and biomedicine. quot; Origin Wukong was developed by Origin Quantum Company.
With the technological breakthroughs of quantum technology and the recognition of its industry prospects, global technology giants are also accelerating the deployment of quantum technology. Zheng Xiaoxia of Hua ‘an Securities analyzed that in the “14th Five-Year Plan” and even in the longer-term future, quantum information technology is expected to become an important core technology for China to “change lanes and overtake” in the global technology industry and gain the right to speak in the industrial chain. In terms of market size, some institutions predict that by 2035, the market size of quantum technology will reach about US$2 billion, and by 2050, the market size of quantum technology will reach about US$260 billion.
In terms of listed companies, Fudan Fuhua and Yuanyuan Quantum Computing Technology (Hefei) Co., Ltd. held a strategic cooperation signing ceremony. The two parties reached cooperation intentions on jointly exploring the superconducting quantum computer application market and jointly developing the quantum computing industry. Guoyi Quantum, invested by HKUST Guochuang, uses quantum precision measurement as its core technology and provides enterprises, governments, and research institutions around the world with core key devices represented by enhanced quantum sensors, scientific instruments and equipment for analysis and testing, and products and services such as enabling core technology solutions for industry applications. Guodun Quantum has been engaged in quantum computing business since 2020. Through independent research and development and participation in major projects such as the Superconducting Quantum Computing “Zuchongzhi” experiment of China University of Science and Technology, it has transformed cutting-edge technological achievements in the field of quantum computing into commercial products. At present, there are already a number of superconducting quantum computing teams in China. Since 2020, they have also achieved a cumulative sales revenue of over 100 million yuan.
This type of robot products has outstanding advantages and is widely penetrated in many fields.
Recently, the appearance patent of “Quadruped Robot (Fuhu Shengwei)” applied by Hangzhou Yushu Technology Co., Ltd. was authorized. The abstract shows that this design product is used for mechanical robots, and the key point of its design lies in its shape-this is a four-legged robot in the shape of a tiger. The appearance has both a sense of technology and a biomimetic design, and the tiger’s iconic “king” character pattern on the face.
The quadruped robot is a bionic robot that imitates the structure and walking style of animal limbs. Shenwan Hongyuan Securities pointed out that driven by multiple factors such as application scenarios, technology, supply chains, and policies, the turning point of industry application is coming. 1) Clear application scenarios: Quadruped robots have outstanding advantages and are widely penetrated in high-risk fields such as military, rescue, industry, logistics, and power;2) mature technology and complete industrial supporting facilities: After decades of development iteration, the robot dog has converged, and basic software and hardware technologies have matured, the upstream supply chain has gradually improved, and costs have been reduced to an economical level;3) Industrial policy support: The country and various localities strongly support the implementation of the “robot”+ industry, prompting the industry to move into a new stage of heavy volume growth. The market size and sales growth momentum are strong, and the prospects are optimistic.
Among listed companies, the functions of Shenhao Technology’s intelligent quadruped robot include autonomous walking, climbing, facial recognition capture, flash warning and shouting. It is also equipped with a medical kit, fire extinguisher, high-definition camera and audio equipment, which can be used in fire rescue, flexible use in scenarios such as emergency response and daily patrols. According to Vision, the company is currently planning and designing consumer-grade and industrial-grade quadruped robots. In the future, the company will continue to make strategic arrangements in the field of robots, conduct in-depth research on key robot technologies, and create next-generation robots with practical application value to effectively meet the needs of different fields. Haopeng Technology said that the company has completed the delivery of battery products to an “AI+ Children’s Companion” innovative head brand manufacturer, and is expected to enter the mass production stage this year, with the overall progress at the first level in the industry. In addition, the company is simultaneously promoting the verification and introduction of other robot/robot dog brand customers.
Related stocksNational shield quantum—Kede Education—Zhengyuan Wisdom—Haopeng Technology—Shenhao Technology—Tongniu Information—kunlun wanwei—xiangyou technology—Lion technology—University of Science and Technology Guochuang—Fudan Fuhua—Zhiyuan internet—of Philips—vision Group—central control technology—new Cape—doushen education—
