1、技术趋势十大?2025?2026?“Next-State Prediction”?Agent?MAS?Agent?AI For Science?AI?AIOS?Super App?“All in One”?to C?B?POC?AI?“?”?.?02世界模型成为AGI 共识方向，Next-State Prediction 或成新范式p04?具身智能迎来行业“出清”，产业应用迈入广泛工业场景p06?具身智能多模态世界模型多智能体系统决定应用上限，Agent 时代的“TCP/IP”初具雏形p08?AI AgentAI Scientist成为AI4S北极星，国产科学基础模型悄然孕育p12?AI4SA

2、I时代的新BAT 趋于明确，垂直赛道仍有高盈利玩法p15?ToC 应用产业应用滑向“幻灭低谷期”，2026H2迎来“V 型”反转p18?ToB 应用合成数据占比攀升，有望破除“2026年枯竭魔咒”p21?合成数据推理优化远未触顶，“技术泡沫”是假命题p23?推理优化开源编译器生态汇聚众智，异构全栈底座引领算力普惠p25?AI编译器从幻觉到欺骗，AI 安全迈向机制可解释与自演化攻防p27?AI安全?p30?03Trend104?2024?“?+?”?OpenAI?Google?xAI?Scaling Law?DiT?Diffusion Transformer?CLIP?LLM?Scaling?“

3、Next Token Prediction”?“Next-State Prediction”世界模型成为AGI共识方向，Next-State Prediction或成新范式?NSP?NSP?“?”?AI?“?”?“?”?2025?World Labs?2025?RTFM?3D?OpenAI?Sora 2?Trend1?DiT?NSP?2025?10?Emu3.5?Token?NSP?OmniGen2?RoboBrain?NSP?Ling?Ming?Ring?Ming?/?/?Ring?“?icepop?”?GPT-5?05?王仲远北京智源人工智能研究院 院长?Trend2具身智能迎来行业“出清

4、”，产业应用迈入广泛工业场景?2024?“?”?Demo?2025?“?”?230?100?“?”?“?”?“?+?”?OOD?2024?2025?B?IPO?Physical Intelligence?*0.6?Recap?Tesla Robotics?Optimus 2.5?RoboBrain2.0?RoboBrain-X0?06?Trend2?07?Chelsea FinnPhysical Intelligence首席执行官?Robbyant-R1?Trend3?SAS?Langchain?State of Agent Engineer-ing?SAS?63%?MAS?42.1%?Age

5、nt?Pilot?MAS?SAS?MAS?Diversity?SAS?AI?Agent?Anthropic?OpenAI?08?多智能体系统决定应用上限，Agent时代的“TCP/IP”初具雏形?Anthropic?57%?2026?81%?39%?29%?OpenAI?Custom GPTs?GPT?19?API?Token?320?Trend3?09?n?Jurors?p?p 0.5?Majority Vote?P?n?MAS?Agent?60%?100%?Independence?Diversity?AI?“?Mode Collapse?”?“?Information Cascades?

6、”?“?”?MCP?A2A?MAS?Langchain?AutoGen?CrewAI?MAS?“?”?“?”?Agent?2026?Agent?MAS?Agent Skills?MAS?MAS Paradigm=Protocols Orchestration *(Cognitive Core+Tools)Sandbox?UI?Trend3?10?MCP?A2A?UI?MCP?A2A?2025?Linux?2025?6?Agent2Agent?Google?Linux?“Agent2Agent Project”?2025?12?MCP?Anthropic?Linux?AAIF?Linux?MCP