B[Google launches Gemini 4 to catch up with AI rivals, with mixed internal evaluations of its programming performance] On October 1, Google has begun to launch the much-anticipated flagship artificial intelligence model Gemini 4 Argon, but there are questions within the company about the actual performance of the model in key areas such as programming. On Wednesday, Google opened the model to a small group of trusted cybersecurity partners and said it would expand its use after more testing, starting with paying users. Gemini 4 achieved leading results in multiple benchmarks, including beating OpenAI's Astra model in a test that measured security capabilities, the company said. However, some insiders say these metrics don't tell the full story. While Gemini 4 performed well in benchmark tests that measure model performance, it didn't perform as well when employees actually used it, especially for certain programming tasks, according to people with direct knowledge of the work. B[Eight departments including the central bank: guide financial institutions to comprehensively use diversified tools such as credit, bonds, and equity to support the development of "artificial intelligence + software"] On September 28, eight departments including the People's Bank of China jointly issued the "Guiding Opinions on Financial Support for Expansion and Quality Improvement of the Service Industry", which proposed to empower the innovative development of software and information technology services. Guide financial institutions to comprehensively use diversified tools such as credit, bonds, and equity to support the development of "artificial intelligence + software", promote innovative breakthroughs in intelligent programming tools and industrial software, build basic software ecosystems and open source communities, and apply smart audio-visual system ecological scenarios, and develop new business formats such as intelligence as a service and models as a service. Improve the financial guarantee for digital transformation services in the manufacturing industry and support the development of digital transformation service providers in the manufacturing industry. Actively meet the financing needs in areas such as artificial intelligence technology research and development, industry high-quality data set construction, application scenario expansion, and industrial ecological cultivation. Encourage financial institutions to provide medium and long-term financing for the construction of digital infrastructure such as information transmission, data and information technology, and strengthen financial support for national computing power layout, edge computing power construction, intelligent computing cloud service system, etc. B[Step 5 Preview, a new flagship base model, is released and ranks among the top three open source models in the world's authoritative list] Step Star releases a new generation of flagship base model, Step 5 Preview, focusing on AI programming, software engineering, professional knowledge work, finance and other scenarios to improve the overall performance of the model in real-world Agentic tasks, achieve a good balance between capabilities, cost, efficiency and scene coverage, and further expand the optimal boundary between intelligence and cost. In the global authoritative list Artificial Analysis Intelligence Index (AA Comprehensive Intelligence Index), Step 5 Preview ranks among the top three open source projects in the world. It is worth noting that the single-task cost of this model is only 1/8 of that of Claude Opus 5. It is understood that Step 5 Preview will be officially open sourced on October 15th. (Kechuangban Daily reporter Huang Xinyi) B[Ten departments: Accelerate the research and development of new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drugs, and explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing] On September 18, ten departments including the Ministry of Industry and Information Technology issued the "Fifteenth Five-Year Plan for the Development of the Pharmaceutical Industry," which mentioned accelerating the deployment of cutting-edge technologies and products. Strengthen interdisciplinary integration and cutting-edge technology supply, and support joint research by pharmaceutical industry enterprises, universities, scientific research institutes, medical institutions, etc. Accelerate new technologies such as artificial intelligence, quantum computing, supercomputing, and computational medicine to empower drug research and development; explore new models of pharmaceutical and device production such as ultra-limited manufacturing, space pharmaceuticals, and biomanufacturing; deepen the application of cutting-edge technologies such as gene editing, precise molecular delivery, cell programming and regulation, advanced omics, and new-generation brain-computer interfaces; break through key technologies such as the synthesis of artificial life systems, organoids and organ chips, universal cell therapy, complex regenerative organs, integrated diagnosis and treatment radiopharmaceuticals, and xenotransplantation organs; and cultivate several new growth points. B[2026 Pujiang Innovation Forum releases multiple silicon photonics achievements and Shanghai strives to strengthen silicon photonics future industry] "Science and Technology Innovation Board Daily" reported on the 15th that at the 19th Pujiang Innovation Forum "Silicon Photonics Innovation and Development Special Forum", single-wavelength 400G silicon photonics chips based on pure silicon solutions, programmable space photoelectric heterogeneous AI inference chips and other achievements were released one after another. Qu Wei, deputy director of the Shanghai Municipal Science and Technology Commission, said that facing the future, Shanghai will closely follow the national strategic needs, focus on the development of cutting-edge technologies, and take measures such as strengthening the layout of cutting-edge technologies, creating a highland for innovative talents, and cultivating an industrial agglomeration ecology. It will continue to improve the silicon photonics innovation ecosystem and make every effort to strengthen the future silicon photonics industry. In terms of pilot testing and manufacturing platforms, according to the public introduction by the person in charge of relevant projects of the Shanghai Science and Technology Commission, Shanghai has formed a relatively complete silicon photonic chip production line foundation covering 8-inch and 12-inch mass production, pilot testing, R&D and special processes. Zhangjiang Hi-Tech is simultaneously promoting the construction of the first and second phases of silicon photonic core sources: the first phase is aimed at start-ups and R&D teams, with a public service platform for optoelectronic chip testing and a thousand-level shared clean room, close to the 12-inch silicon photonics R&D pilot platform; the second phase is aimed at growing small and medium-sized enterprises, and is surrounded by downstream application scenarios such as intelligent computing, intelligent terminals, and commercial aerospace. (Kechuangban Daily reporter Huang Xinyi) B[NVIDIA expands CUDA-Q platform and launches quantum fault-tolerant computing orchestration layer] On September 14th, NVIDIA announced the expansion of the open source CUDA-Q platform and the launch of the CUDA-Q Logical orchestration layer, which provides programmable and verifiable tools for fault-tolerant quantum computing application development, supporting application scenarios such as drug research and development, financial modeling, and materials development. Nvidia said that Fermi National Accelerator Laboratory used CUDA-Q Logical to shorten fault-tolerant algorithm development time from usually about 5 months to 3 weeks, increasing efficiency by about 7 times. In addition, QUOPS, the quantum computing benchmark developed by Sandia National Laboratory, has also been added to CUDA-Q for cross-platform evaluation of the progress of quantum computing hardware toward practical fault-tolerant quantum computing. According to reports, CUDA-Q Logical has been adopted by quantum computing companies and research institutions such as Fermilab, Infleqtion, and IQM Quantum Computers. B[Turing Quantum releases the large-scale chip-level scalable optical quantum computer TuringQ Gen3] "Science and Technology Innovation Forum Daily" reported on the 12th that at the 2026 Pujiang Innovation Forum Achievements Conference on Science and Industry Integration Ecology Seminar on September 12, Turing Quantum founder Jin Xianmin officially released the TuringQ Gen3 large-scale chip-level scalable optical quantum computer, which is the world's first cabinet-based chip-level scalable optical quantum computer. TuringQ Gen3 is equipped with a high-speed programmable thin film lithium niobate optical quantum chip, integrating core modules such as quantum light source, programmable optical quantum processing chip, single photon detection, quantum-classical heterogeneous computing, etc. It supports the expansion of single-chip 10,000-photon level and million-mode computing resources, achieves chip-level quantum superiority verification, and will explore AI directions such as world models. Recently, Turing Quantum has been registered for listing guidance and plans to IPO in A-shares. The guidance agency is Cathay Haitong. (Kechuangban Daily reporter Li Mingming) B[The Ministry of Industry and Information Technology issued the "Implementation Plan for the "Artificial Intelligence + Software" Special Action"] On September 11, the Ministry of Industry and Information Technology issued the "Implementation Plan for the "Artificial Intelligence + Software" Special Action." It is mentioned that by 2028, the intelligence level of the software and information technology service industry will be significantly improved, a number of high-level intelligent programming tools and intelligent development platforms will be cultivated, and their promotion and application will cover 20,000 software companies above designated size. The intelligent upgrade of key software will achieve remarkable results, and a total of 100 intelligent technological transformation projects for software companies will be organized and implemented. New forms of software, represented by agent software, are emerging at an accelerated pace. 100 intelligent agent software benchmark applications have been created in key industries. Information technology services have leapt towards intelligence and value, forming a number of industry in-depth application solutions and typical scenarios. Positive progress has been made in the construction of open and collaborative open source communities, and more than five high-quality open source projects have been incubated. By 2030, the integrated development of artificial intelligence and software and information technology service industries will achieve a new leap, key software will be fully upgraded to intelligence, new business formats such as intelligent programming, intelligent software and intelligent services will become new growth poles of the industry, and a number of open source communities and industrial clusters with international influence will be built to promote China's software and information technology service industry to seize the commanding heights of the global value chain. B[The Ministry of Industry and Information Technology issued the “Implementation Plan for the “Artificial Intelligence + Software” Special Action”] On September 11, the Ministry of Industry and Information Technology recently issued the “Implementation Plan for the “Artificial Intelligence + Software” Special Action.” The "Plan" proposes that by 2028, the intelligence level of the software and information technology service industry will be significantly improved, a number of high-level intelligent programming tools and intelligent development platforms will be cultivated, and their promotion and application will cover 20,000 software companies above designated size. The intelligent upgrade of key software will achieve remarkable results, and a total of 100 intelligent technological transformation projects for software companies will be organized and implemented. , new software forms represented by agent software are emerging at an accelerated pace, and 100 intelligent agent software benchmark applications have been created in key industries. Information technology services have leapt towards intelligence and value, forming a number of industry in-depth application solutions and typical scenarios. Positive progress has been made in the construction of open and collaborative open source communities, and more than 5 high-quality open source projects have been incubated. By 2030, the integrated development of artificial intelligence and software and information technology service industries will achieve a new leap, key software will be fully upgraded to intelligence, new business formats such as intelligent programming, intelligent software and intelligent services will become new growth poles of the industry, and a number of open source communities and industrial clusters with international influence will be built to promote China's software and information technology service industry to seize the commanding heights of the global value chain. A[Bidding to see the leader] On September 7, the market focus stock Longbian Media (5 boards) opened 6.50% higher, the digital currency concept stock Chutianlong (7 boards in 11 days) opened 0.52% lower, Cuiwei Shares (2 boards in 4 days) opened 2.06% higher, the AI film and television concept stock Huanrui Century (4 boards in 5 days) opened 6.80% lower, and the agricultural planting sector Dunhuang Seed Industry (3 boards in 6 days) opened high It opened 4.27%, Yasheng Group (Board 2) opened at the bidding limit, AI programming concept stock Xinju Network (Board 2) opened flat, shipping stock Haitong Development (Board 2) opened higher by 3.35%, retail sector Top 100 Group (Board 2) opened higher by 9.87%, robot concept stock Aistar (Board 2) opened higher by 9.04%, and diamond concept stock Hengsheng Energy (Board 2) opened higher by 5.12%. B[Yesterday’s market review] On September 4th, the three major indexes collectively rose higher and fell back slightly to close higher on the last trading day, with the Kechuang 50 opening high and falling 0.4%. The turnover of Shanghai and Shenzhen stock markets was 1.76 trillion, a decrease of 32.3 billion from the previous trading day, continuing to hit a new low. 1) Benefiting from the resonance of domestic and foreign demand, the concept of liquid-cooled servers continues to be strong. Feilong shares, the leader of the trend group, hit the daily limit and hit a record high. Jitai shares and Jindi shares achieved consecutive promotions. Many 10 cm trend group stocks such as Jinfu Technology, Dayuan Pump Industry, and Hongsheng shares have reached their daily limit. 2) The concept of AI programming suddenly emerged. Jinxiandai, Xinju Network, and Massive Data closed their daily limits shortly after the opening. However, the trend of follow-up products in the sector was relatively quiet. Puyuan Information, Xinghuan Technology, etc. all retreated sharply from the day's highs. 3) On the evening of September 3, Tesla will hold an exclusive launch conference for the new CyberCab. This model is Tesla’s first mass-produced model built entirely around the driverless online ride-hailing scenario. Musk previously stated at the G20 meeting that the number of humanoid robots worldwide will reach 1 billion in the next ten years.
Robotics and intelligent driving concepts simultaneously launched strong repairs today. Koyo shares were promoted to the second consecutive board. Many stocks such as MOONSHI Electric, Aistar, and Volkswagen closed their daily limits. Yushu Technology, whose share price was once cut in half from its listing high, soared by more than 3.5% in early trading. 4) Multiple factors such as the El Niño phenomenon and the situation in the Middle East continue to affect the shipping market, and the Baltic Dry Bulk BDI Index hit a new high since December 5, 2023. As of the end of August, the daily revenue of the Saudi-China VLCC (very large crude oil carrier) route has risen to approximately US$656,000 per day, an increase of more than 10 times from a year ago. The shipping sector bucked the trend and was active throughout the day, with Haitong Development rising by the daily limit, COSCO Shipping Energy and Phoenix Shipping once closed, and China Merchants Shipping only 12% away from its previous record high. The agricultural sector, which suffered a deep correction in early trading, partially reversed in late trading, with Huaxi Technology, Shennong Seed Industry, Jinjian Rice Industry, etc. all showing rapid gains near the end of the trading day. A[Ministry of Industry and Information Technology: Support service providers to strengthen their connection with national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc.] On August 31, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to cultivate artificial intelligence application service providers. It is mentioned that the support and guarantee of service providers should be strengthened. Support service providers to strengthen their connection with the national computing power network hub nodes, national computing power interconnection nodes, China computing power platform, etc., and make good use of policy tools such as "computing power coupons" to reduce computing power costs. Optimize intelligent programming tools and improve software supply capabilities. Relying on the scenarios, data, models, agents and other achievements formed by actions such as "Module Resonance" and "Industrial Data Foundation Building", open calling interfaces or provide trial channels to service providers. Encourage universities, vocational schools and leading service providers to jointly build practical training bases to cultivate compound application talents in batches who "understand business, understand models, understand safety, and can deliver". Service providers are encouraged to build a frontline deployment engineer (FDE) team to take root at user sites and ensure the implementation of scenarios.
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