Core Insights - The article discusses the significant changes in the technology and internet sectors in 2025, highlighting the challenges faced by companies that were once in a high-growth phase, now transitioning to a more competitive environment [1][2]. Group 1: Company Performance - Moer Technology, a notable company in the A-share market, achieved a nearly 9-fold increase in stock price shortly after its IPO, with significant wealth accumulation for its founder Zhang Jianzhong [3][4]. - The company reported sales of 665 million CNY from its AI computing products, accounting for nearly 95% of total revenue, with a gross margin of 69.37% [26]. Group 2: Market Dynamics - The article emphasizes the shift in the competitive landscape, where only China and the U.S. remain as key players in the AI sector, sidelining other regions like the EU and Japan [26]. - The U.S. government's export restrictions on high-end AI GPUs have inadvertently benefited Moer Technology, as domestic AI companies are forced to seek alternatives [24][26]. Group 3: Leadership and Strategy - Zhang Jianzhong's background at NVIDIA, where he significantly increased the company's GPU market share in China, is highlighted as a key factor in his success with Moer Technology [8][13]. - The company aims to establish a new GPU architecture and ecosystem, distancing itself from NVIDIA, which is seen as a crucial step for its future growth [28][29].

有记者提问：美方一名高级官员称，Deepseek最新的AI模型据说是使用英伟达的AI芯片"Blackwell"进行 训练的。这可能违反了美国的出口管制规定。相关情况是否属实？ 毛宁：我不了解你提到的具体情况。关于美国输华芯片问题，中方已经多次表明了原则立场。(完) Deepseek最新AI模型使用英伟达AI芯片进行训练？中方回应 中新网北京2月24日电 (记者 曾玥)中国外交部发言人毛宁24日主持例行记者会。 来源：中国新闻网 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 编辑：王永乐 ...

第二，开源生态的全球影响力。阿里通义千问Qwen系列开源模型下载量已反超Meta旗下的Llama，在硅 谷引发"Qwen恐慌"。英伟达CEO黄仁勋在2025 GTC大会上直言，Qwen已占据开源模型大部分市场份 额，且领先优势持续扩大。开源模式不仅降低了全球开发者的技术门槛，更通过全球协作加速模型迭 代，形成"降本算力—开源扩散—场景深耕—生态繁荣"的良性循环。 第三，垂直行业的深度渗透。中兴通讯的5G-A全栈解决方案集成算力引擎与智算一体机，将4K视频传 输时延降至50ms，支撑2025年春晚8K直播的实时字幕生成；腾讯云智能驾驶云专区通过跨区容灾架构 优化，使自动驾驶模型训练效率提升30%，车道线识别准确率达99.2%。这些案例表明，中国技术已从 实验室走向产业实战，在广电、汽车等关键领域构建起系统性优势。 面对中国的这种系统性发展模式，OpenAI似乎陷入了两难境地。如果继续闭门造车，无数开发者将被 吸引到更开放、自由的平台；而选择开源，则意味着失去部分商业控制权，却有望聚拢全球生态力量。 这种战略抉择背后，是技术实力与生态构建之间的博弈，也是全球科技格局的一次深度重塑。 OpenAI选择了后者。202 ...

RT //Kalos (@templecrash)You can now stand up a hosted version of @openclaw powered by Claude, OpenAI, Gemini or Deepseek in minutes here: https://t.co/txN635WaWD@AIWayfinder is already added (full support for crypto) to the agent skills which means you can run autonomously manage trading strategies and it can alert you!It costs $13.99/month instead of buying a Mac mini /studio for thousands of dollars. We will continue to add to its capabilities / models but this is a great start to making your first AI ag ...

RT //Kalos (@templecrash)You can now stand up a hosted version of @openclaw powered by Claude, OpenAI, Gemini or Deepseek in minutes here: https://t.co/6HsK2fXmVC@AIWayfinder is already added (full support for crypto) to the agent skills which means you can run autonomously manage trading strategies and it can alert you!It costs $13.99/month instead of buying a Mac mini /studio for thousands of dollars. We will continue to add to its capabilities / models but this is a great start to making your first AI ag ...

春节前AI军备竞赛如火如荼。 继Deepseek之后，2月12日MiniMax与智谱发布新一代大模型，二者股价单日暴涨，AI赛道再度被情绪 点燃。 迅策科技准确把握了这一产业痛点。 但在情绪之外，产业侧的变化更值得关注。 随着大模型能力加速商品化，模型本身正逐步从"稀缺能力"转向"可规模采购的工具"。真正制约大模型 进入企业核心系统的瓶颈，正在从算法层转移到数据侧。模型能力的趋同，正使得高质量、可实时调用 的数据成为释放大模型价值的真正稀缺资源。 2月13日盘后，港股通迎来年度审议关键节点。恒生指数公司公布恒生系列指数调整结果，并于3月9日 正式实施。其中，港股"Data Agent"第一股迅策科技（03317.HK）获纳入恒生综指和恒生综指中小型/小 型股指和恒综多个行业指数，以及恒生港股通多个行业指数等共计8个指数。一般而言，"入指"（纳入 恒生综合指数成份股）即"入通"（纳入港股通）。 这家被称为"中国版Palantir"的公司，并不提供模型本身，而是解决模型进入企业真实业务之前最难的一 步——为企业搭建一套可被大模型持续调用的实时数据基础设施，让企业真正掌握可被模型反复调用的 数据资产，从而真正地释放 ...

Group 1 - The Trump administration is open to allowing China's ByteDance to purchase Nvidia's H200 chips, but Nvidia has not agreed to the proposed conditions for their use [1][2] - Nvidia is currently negotiating with the U.S. government regarding the licensing terms for shipping H200 AI chips to Chinese companies, acting as an intermediary [2][3] - The U.S. Commerce Department has issued regulations that require applicants to certify and provide data to ensure rigorous Know Your Customer (KYC) procedures are in place to prevent unauthorized access [6] Group 2 - China has granted preliminary approval for major tech companies, including ByteDance, Tencent, and Alibaba, to import the chips, although the regulatory conditions are still being finalized [4] - The U.S. government's recent actions represent ongoing complexities in the U.S.-China tech war, with concerns about national security and the potential military applications of the chips by China [5] - The Commerce Department's new regulations include requirements for applicants to provide a list of remote users associated with companies in countries of concern, such as Iran and Venezuela [6]

为此，两位市政协委员建议：开展AI财税服务政企合作试点，由市财政局、税务局牵头，联合市政数 局等部门，在仲恺、大亚湾等区域或行业先行先试，构建智能核算、一键申报等功能的一体化财税服务 模块。 构建"政府引导+平台支撑+市场运作"模式，通过数据安全对接、发放"AI财税服务券"、支持本地服务机 构转型等措施，降低企业使用门槛。 聚焦借助人工智能技术优化政府财税服务，助力惠州数字化治理转型，在惠州两会上，市政协委员卢修 学与张莉琴联名提交了题为《关于推动AI财税应用服务助力提升政府数字化治理能力的建议》的经济 建设类提案。 完善配套保障，成立专项工作组，开展宣传培训，并建立用户反馈优化机制。 提案指出，惠州作为粤港澳大湾区重要节点城市和制造业大市，正推进"2+1"现代产业集群建设，但当 前政府服务仍面临效率不高、覆盖面不广、个性化不足等挑战，尤其对中小微企业和新业态从业人员而 言，合规成本高、政策理解难等问题突出。 通过AI财税平台试点，预期企业申报时间可缩短70%以上，中小企业财税成本降低30%-50%，同时实现 政策精准推送和风险事前预警，提升政府服务效能与营商环境吸引力。 近年来，Deepseek的横空出世及 ...

Core Insights - The article discusses the significant developments in the AI industry in 2025, highlighting the emergence of Chinese AI companies like Deepseek, Manus, and Qwen, which are gaining global recognition and challenging the dominance of Silicon Valley giants [7][8]. Group 1: Key Events in AI Development - The Chinese AI company Deepseek made a notable impact during the Spring Festival of 2025, showcasing engineering capabilities that impressed Silicon Valley [10][11]. - Manus secured a $75 million investment from Benchmark, raising its valuation to $500 million, indicating a growing interest from U.S. investors in Chinese AI projects [13][15]. - The emergence of the "Reverse CFIUS" regulation has created a cautious environment for U.S. investments in Chinese AI companies, leading to a "chilling effect" among investors [18][19]. Group 2: Investment Trends - The AI application era has officially begun, with U.S. venture capitalists becoming more active in funding Chinese AI projects, driven by the success of models like Deepseek and Qwen [16][22]. - The article notes that investments exceeding $100 million require a clear separation from Chinese affiliations, as U.S. funds navigate the complexities of geopolitical tensions [23][24]. - The sentiment in the Chinese primary market is optimistic, with significant cash flow observed in the embodiment intelligence sector, driven by government support and market demand [30][33]. Group 3: Challenges and Opportunities - The article highlights the challenges faced by Chinese entrepreneurs in Silicon Valley, including cultural differences and the need for patience in adapting to the U.S. market [25][26]. - The success of Hygen, a Chinese AI startup, illustrates a potential pathway for other entrepreneurs, emphasizing the importance of capital isolation and market focus [27][28]. - The article discusses the rapid changes in the AI landscape, where the window for securing top projects is shrinking, making it increasingly difficult for investors to identify and fund disruptive innovations [50][51]. Group 4: Competitive Landscape - The competition among major AI players, particularly between OpenAI and Google, is intensifying, with both companies striving for dominance in the foundational model space [58][59]. - The article notes that NVIDIA continues to play a pivotal role in the AI ecosystem, forming strategic partnerships and acquiring key assets to maintain its competitive edge [62][64]. - Meta's recent acquisition of Manus reflects a strategic shift towards building strong AI agents, indicating a potential new direction for the company amidst its challenges in foundational models [70][71].

Group 1 - The core argument emphasizes the importance of "emotional consensus" in brand discourse, particularly for leading brands [1] - A recent QuestMobile report indicates that major brand events, such as product launches, dominate social media discussions, often exceeding 80% of content volume [3] - The case of Xibei illustrates a missed opportunity to become a leading brand amidst public discourse, highlighting the need for brands to engage effectively with consumer sentiment [4] Group 2 - The market is shifting towards decisions driven by "emotion," with consumers increasingly seeking emotional experiences beyond product functionality [8][10] - Emotional consensus is defined as a collective understanding formed through discussion and shared feelings, which can be leveraged by brands to differentiate themselves [13] - Brands must actively participate in public discourse, not merely to avoid mistakes but to strengthen their connection with consumers [12][19] Group 3 - The value of emotional consensus is realized through a dynamic process of engagement, rather than mere appeasement [14] - Successful brands can ignite discussions around key events, as seen with OPPO's product launch that generated over 210 million exposures on Weibo [15] - Brands like Mixue Ice City effectively engage with consumers by responding humorously to public discussions, enhancing their relatability [15] Group 4 - Brands can achieve emotional resonance by transcending niche markets and appealing to broader audiences, as demonstrated by DeepSeek's rise to prominence [16] - Emotional consensus can highlight unmet consumer expectations, allowing brands to create meaningful connections and collaborations [18] - Brands need to develop capabilities such as strong brand identity, keen insight into public sentiment, and effective communication strategies to leverage emotional consensus [19][20] Group 5 - Recognizing the value of emotional consensus is becoming a critical variable in brand competition [22] - Future metrics for evaluating brand communication effectiveness will focus on emotional engagement rather than just traffic [23] - Brands that center their narratives around emotional consensus are building competitive advantages based on resonance and long-term trust [24]