计算机行业：模型驱动应用创新，撬动市场千亿增量（精华版）－2025年中国大模型应用市场洞察白皮书

Global Weather Forecasting Services Market Size and Share Analysis - Growth Trends and Forecasts

Video surveillance as a service (VSaaS) is a cloud based solution that provides remote video monitoring, storage, and management for surveillance cameras and systems. VSaaS offers various benefits, including flexibility, scalability, accessibility, and reduced maintenance.

Volumetric video is a technology that captures objects or space three-dimensionally (3D) in real time. The object can be static or moving in its actual dimensions and shape, which can be viewed from each angle. This technology also involves the use of 360-degree cameras and motion sensor techniques to capture moving objects, which creates volume recording rather than a flat image or video. In addition, this technology is also used in creating holograms to highlight 3D environments putting together AR projects, creating characters for VFX and games among others.

计算机行业：AI Agent爆发元年，企业服务SaaS厂商有望率先受益－深度报告

计算机行业：DeepSeek－V3.1正式发布，将加快我国国产大模型在应用端的落地普及

计算机行业：国家数据基建提速，应用生态加速成熟－重大事项点评

计算机行业：DeepSeek助力国产AI软硬协同，政策+产业共振将至－点评报告

通信行业：DeepSeek更新大模型，英伟达发布Scale－across网络

什么是新消费？——小确幸消费趋势 量价角度的思考：1）量：细分群体扩散，消费行为学习→新消费 不依赖经济增长β，有独立消费趋势，不依赖总量需求增长，而是小 部分群体的消费行为扩散。2）价：新消费不一定具备性价比但有情绪 价值，毛利率相对高，受主力消费人口消费习惯的代际变化影响，从 省吃俭用配置重资产变为高频“小确幸”型消费。

通信行业：机器人产业持续催化，国产算力芯片迎来突破，持续看好相关产业投资机会

计算机行业：AI商业化路径到底会怎么出现在国内？

计算机行业：DS再燃自主可控热情，关注国产AI算力芯片产业链－国产算力芯片链跟踪报告

通信行业：加速推进智能终端全面发展，强化模型算力数据三维能力

通信行业：Neocloud引领算力租赁发展，国内市场发展可期－算力租赁专题报告

Deepseek 发布 V3.1 模型，继续重点看好 AI 算力硬件。8 月 21 日，DeepSeek 正式发布最新版本 DeepSeek-V3.1 模型，核心创新在于混合推理能力，支持思考/非思考两种模式切换，效率大幅提升，速度更快，token 消耗减少 20-50%，Agent 能力增强，编程和搜索智能体性能显著提升。

量化择时信号的选择与合成-债券量化系列

软件与服务行业：从智驾看AI Agent落地范式－AI沉思录