凤凰网科技讯 12月17日，腾讯混元团队正式发布混元世界模型1.5（WorldPlay）。该模型支持通过文本 描述或单张图片生成可实时交互的3D场景，用户可通过键盘、鼠标或手柄在生成的世界中自由探索。 据悉，此次发布版本强调空间记忆能力，当用户在场景中移动并返回先前区域时，模型能保持三维结构 的前后一致性。模型支持以24帧/秒的速率生成720P视频流，并可将交互场景导出为3D点云复用。 腾讯宣布，此次同步开源了涵盖数据、训练与流式推理部署的实时世界模型全链路框架。技术报告公开 了包括重构记忆机制、长上下文蒸馏及基于3D奖励的强化学习后训练等模块的细节。该模型主要面向 AI游戏关卡生成、影视场景预览、虚拟现实及具身智能研究等场景。目前用户可通过官网申请体验。 ...

图注：陈维良 在陈维良跻身亿万富翁之前，"国产GPU第一股"摩尔线程率先在科创板上市，并同样实现股价暴涨，推 动其CEO张建中的持股价值超过43亿美元，成为亿万富翁。 与摩尔线程一样，沐曦的IPO也让公司高管的财富大幅上涨。沐曦联合创始人、CTO彭莉以及另一位联 合创始人、CTO杨建的财富分别飙升至3.742亿美元和3.698亿美元。(作者/箫雨) 凤凰网科技讯北京时间12月17日，据彭博社报道，"国产GPU第二股"沐曦集成电路(上海)有限公司今天 在科创板上市，股价暴涨，推动三位联合创始人的财富实现飙升。 沐曦在周三以59亿美元的估值登陆上交所科创板，首日股价一度飙升569%。彭博亿万富翁指数显示， 据此计算，沐曦联合创始人、CEO陈维良持有的该公司5500万股股票的价值从8.24亿美元增至大约54亿 美元，成为亿万富翁。陈维良曾担任AMD高管。 ...

凤凰网科技讯12月17日，美团LongCat App正式上线视频通话、深度思考和对话作图功能，进一步扩展 其在人工智能交互与内容生成方面的应用场景。 此次更新显示美团在AI终端应用领域的持续探索，通过融合图像生成、实时通讯与智能交互，进一步 丰富其生态内的服务体验。 在新功能中，对话作图不仅支持文生图、图生图，还新增智能P图服务，可实现动漫群像还原、景区路 人消除、同一场景切换春夏秋冬四季效果，并支持生成含多文字内容的海报，显著提升了用户在创意表 达与日常修图方面的效率。 同时上线的视频通话功能侧重于实用陪伴与辅助场景，可模拟面试、进行答疑解惑、协助作业辅导等， 为用户提供实时交互的AI对话支持。 ...

Group 1 - The A-share market experienced narrow fluctuations with the Shanghai Composite Index showing slight movement while the ChiNext Index rose over 1% [1] - The trading volume in the Shanghai and Shenzhen markets reached 1.02 trillion yuan, a decrease of 98.7 billion yuan compared to the previous trading day [1] - Over 3,700 stocks in the market declined, indicating a rapid rotation of market hotspots [1] Group 2 - The lithium mining sector showed strength, with Jin Yuan Co. achieving two consecutive trading limits in four days and Shengxin Lithium Energy hitting the daily limit [3] - Analyst Liu Yufei from CITIC Securities predicts that by 2025, energy storage policies will drive demand for energy storage batteries beyond expectations, with increased battery capacity and trade-in policies boosting demand for power batteries [3] - The global demand for lithium salts is expected to continue exceeding expectations due to sustained market conditions for energy storage and power batteries [3] Group 3 - Muxi Co. debuted on the Shanghai Stock Exchange's Sci-Tech Innovation Board with an issue price of 104.66 yuan per share [3] - On its first trading day, Muxi Co.'s stock price opened significantly higher, reaching a maximum increase of over 700%, peaking at 895 yuan, and closing at 824.5 yuan, representing a 687.8% increase from the issue price [3] - The theoretical maximum profit from a single subscription could reach 395,000 yuan, surpassing the recently listed Moer Chengcheng, making it the most profitable new stock since the full registration system was implemented in A-shares [3] - Muxi Co., established in September 2020 and headquartered in Shanghai, is a rare "full-stack GPU" design and production company in China, focusing on high-performance general-purpose GPU chips and solutions widely used in AI computing, data centers, cloud computing, and autonomous driving [3]

Group 1 - Apple is in early talks with Indian chip manufacturers to assemble and package chips for iPhones in India [1] - The discussions include a potential partnership with CG Semi, a subsidiary of the Murugappa Group, which is building a semiconductor packaging and testing factory in Sanand, Gujarat [1] - This marks Apple's first evaluation of the possibility of chip assembly and packaging in India, with a focus likely on display chips [1] Group 2 - Apple aims to produce a majority of iPhones sold in the U.S. at its Indian factories by the end of 2026, accelerating its plans in this direction [1]

Core Insights - SenseTime officially launched the 2.0 version of its AI video generation tool, Seko, on December 15, positioning it as an integrated multi-episode generation tool aimed at short drama and comic creators [1] User Adoption - Since its launch in July 2025, Seko has surpassed 200,000 users, with short drama and comic creators accounting for 50% of the total user base [3] Technological Advancements - Seko 2.0 introduced SekoIDX technology to address character consistency in multi-episode generation, while the SekoTalk feature supports precise lip-syncing for two or more characters [3] - The tool can reduce traditional comic production cycles by 80% to 90% [3] - To lower generation costs, the company implemented a distillation technology called Phased DMD [3] - The open-source real-time video generation inference framework, LightX2V, has been adapted for domestic chips such as Cambrian and Muxi [3] Application and Collaborations - A real-life short drama generated by Seko, titled "Wanxin Ji," topped the Douyin AI short drama rankings [3] - SenseTime has formed a strategic partnership with Changjiang Film Group to explore the application of AIGC in film production, with plans to launch a series of short dramas and co-incubate theatrical films next year [3]

沐曦股份竞价高开568%，股价报700元，总市值达2800亿元，单签盈利近30万元。公司主要从事自主研 发全栈高性能GPU芯片及计算平台，产品包括用于智算推理的曦思N系列GPU、用于训推一体和通用计 算的曦云C系列GPU，以及正在研发用于图形渲染的曦彩G系列GPU。 ...

Core Viewpoint - Tesla has been found to have misleading marketing regarding its Autopilot and Full Self-Driving (FSD) systems, leading to a potential 30-day suspension of its vehicle sales and production license in California [1] Group 1: Regulatory Actions - The California Department of Motor Vehicles (DMV) has ruled that Tesla's promotional claims about its Autopilot and FSD systems are misleading [1] - The DMV had previously accused Tesla of false advertising as early as 2022 [1] - Tesla has been given a 90-day period to clarify or remove misleading statements regarding its Autopilot and FSD systems before a 30-day suspension of its sales license is enforced [1]

Core Insights - Waymo is negotiating a new funding round aiming to raise over $15 billion at a valuation close to $100 billion, led by its parent company Alphabet [1] - The previous funding round in October 2024 valued Waymo at over $45 billion, indicating a significant increase in valuation [1] - Waymo's annualized revenue has surpassed $350 million, highlighting its growth in the autonomous driving sector [1] Funding and Valuation - Waymo is in discussions with external investors and Alphabet for a substantial equity financing [1] - There were considerations to increase the valuation to $110 billion, but the final amount and valuation are still to be determined [1] Market Position - Waymo is recognized as a leader in the autonomous driving technology field, significantly ahead of competitors like Tesla in terms of fully autonomous driving mileage, paid passenger numbers, and operational areas [1] - The company is actively expanding its autonomous vehicle fleet and accelerating business expansion into new cities [1] Competitor Response - Tesla's CEO Elon Musk has expressed skepticism regarding Waymo's claims of superiority in autonomous driving metrics, suggesting that Waymo has not had a fair opportunity to compete with Tesla [2]

奥斯本将常驻伦敦工作，对于他的聘请是OpenAI今年早些时候宣布的一项计划的一部分，该计划旨在 与各国政府就AI基础设施及产品本土化展开合作。据彭博社5月报道，"OpenAI国家合作计划"旨在帮助 各国政府扩充数据中心容量，并根据当地语言和需求定制AI工具，资金将由OpenAI与参与国政府共同 承担，初步目标是启动10个国际合作项目。(作者/箫雨) 奥斯本 凤凰网科技讯北京时间12月17日，据彭博社报道，OpenAI已聘请英国前财政大臣乔治.奥斯本(George Osborne)领导一项与各国政府合作建设AI基础设施的新计划。在各国竞相部署运行先进AI系统所需的数 据中心和算力之际，OpenAI借助这位知名政治人物来推进相关布局。 OpenAI首席运营官布拉德.莱特卡普(Brad Lightcap)周二在社交媒体发文称，奥斯本将担任"OpenAI国家 合作计划"(OpenAI for Countries)负责人。莱特卡普表示，各国政府需要帮助来理解AI如何融入其经济发 展战略，以及医疗、教育等公共服务领域。 奥斯本目前兼任《政治资本》(Political Currency)播客联合主持人与大英博物馆董事会主席 ...