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硅谷风向变了?Meta被指用阿里千问模型蒸馏优化,扎克伯格或转战闭源
Feng Huang Wang· 2025-12-11 03:09
在底层技术影响力外溢的同时,阿里在C端市场的应用落地也呈现出爆发态势。据统计,自11月17日启 动公测以来,通义千问App在短短23天内,全端月活跃用户数已突破3000万。这一数据不仅刷新了同类 产品的增长纪录,也表明国产大模型正在加速完成从技术积累到用户规模化普及的跨越。 市场分析指出,Meta作为曾经的开源领军者,此番借力Qwen模型,一方面侧面印证了中国开源大模型 在技术底层已具备比肩甚至反哺硅谷巨头的实力,成为行业重要的参考坐标;另一方面,这也引发了业 界对于Meta可能放弃纯开源路线、转而寻求闭源盈利模式的广泛猜测。 凤凰网科技讯12月11日,据彭博社最新披露,美国科技巨头Meta在研发代号为"牛油果"的全新AI模型 时,采用了阿里巴巴开源的Qwen模型进行蒸馏优化。这一技术路径的选择,正值马克.扎克伯格在硅谷 重金组建顶尖团队、试图扭转此前大模型研发颓势的关键时期。 ...
加拿大央行维持利率不变,释放更长时间“暂停”信号
Feng Huang Wang· 2025-12-11 01:52
当地时间周三,在2025年最后一次货币政策会议上,加拿大央行如期将基准利率维持在2.25%不变。 行 长麦克勒姆表示,尽管美国加征高额关税,但加拿大经济"整体仍展现出韧性"。 加拿大央行将基准利率继续锁定在2.25%,并称当前水平恰到好处。既有利于将整体通胀稳定在2%附 近,同时为受美国关税挤压的经济提供一定的刺激力度。 加拿大经济近期表现强于预期:第三季度年化GDP增长达2.6%,远超市场预期;9月至11月期间新增就 业岗位18.1万个。 麦克勒姆在开场白中强调,截至目前,经济表现仍具韧性,通胀压力总体可控,整体CPI略高于央行2% 的目标。"管委会认为,目前的政策利率大体处于合适水平,能够使通胀保持在接近2%的目标附近,同 时支持经济平稳运行。" 但麦克勒姆表示,不确定性仍然较高,一旦前景发生变化,央行已做好应对准备。这一措辞与10月会议 声明中的口径完全一致。 美联储也将在当地时间周三公布利率决议,多数经济学家预计该央行将降息25个基点。 麦克勒姆提醒称,尽管经济表现比预期坚挺,但四季度GDP增速大概率偏弱,企业招聘意愿也趋谨 慎。"在关税冲击与贸易波动双重作用下,季度数据起伏加剧,判断经济潜在动能的难 ...
未发布先警告 OpenAI:新AI模型或构成高级别网络安全风险
Feng Huang Wang· 2025-12-11 01:47
为应对网络安全风险,OpenAI将依赖多种措施的组合,包括访问控制、基础设施强化、出口流量控制 以及监测。OpenAI称,公司即将启动一项计划,探索为从事网络防御的合格用户和客户提供分级访问 权限,以使用加强功能。 OpenAI还将成立名为"前沿风险委员会"的咨询小组,邀请经验丰富的网络防御专家与安全从业者与其 团队开展紧密协作。该小组初期将聚焦网络安全领域,未来将逐步拓展至其他前沿能力领域。(作者/箫 雨) 凤凰网科技讯 北京时间12月11日,据路透社报道,OpenAI周三警告称,随着性能的快速提升,公司即 将推出的新AI模型可能带来"高级别"网络安全风险。 OpenAI周三在博客文章中表示,这些AI模型可能会自行开发出可对防护严密的系统发动攻击的零日远 程漏洞利用程序,或协助旨在产生现实影响的复杂企业或工业入侵行动。 OpenAI表示,随着模型性能的不断提升,公司正"投入资源强化模型在防御性网络安全任务中的能力, 并开发工具帮助防御者更便捷地执行代码审计与漏洞修复等工作流程"。 ...
茅台批价“回归”指导价,五粮液下调开票价,白酒迎来新一轮“挤泡沫”?
Feng Huang Wang· 2025-12-11 01:46
Core Viewpoint - The recent price adjustments of high-end liquor brands, particularly Moutai and Wuliangye, indicate a significant shift in the Chinese liquor industry, reflecting broader market pressures and consumer behavior changes [1][4][13]. Price Trends - The wholesale reference price for 25-year Moutai has dropped to 1500 yuan per bottle, just 1 yuan above the official guidance price of 1499 yuan, marking a new historical low [1][5]. - Moutai's price has seen a continuous decline throughout the year, previously exceeding 2200 yuan per bottle at the beginning of the year [5]. - Wuliangye plans to reduce its dealer invoice price from 1019 yuan to 900 yuan starting in 2026, although the factory price remains unchanged [3][7]. Market Dynamics - The price adjustments by Moutai and Wuliangye are viewed as indicators of a potential industry-wide price correction, with analysts suggesting that high-end liquor prices may continue to decline [4][14]. - The current market environment is characterized by high inventory levels and a rational consumer approach, leading to downward pressure on prices [4][10][14]. - The industry is experiencing a "de-financialization" phase, with speculation diminishing as the price gap narrows [6]. Future Outlook - Analysts predict that the high-end liquor market may see a structural reshaping, with a potential recovery in prices expected around the second quarter of 2026, contingent on economic recovery and genuine consumer demand [4][14]. - The industry is currently in a cautious phase, with companies focusing on reducing channel pressure and adjusting product strategies to maintain profitability [14]. Stock Performance - As of December 10, Moutai's stock closed at 1402.80 yuan per share, with a market capitalization of 1.76 trillion yuan, while Wuliangye's stock closed at 111.62 yuan per share, with a market capitalization of 433.3 billion yuan [15].
上市公司三木集团公告:拟出售75套房产
Feng Huang Wang· 2025-12-11 01:32
12月10日晚间,三木集团接连披露两项重要公告,涉及资产处置、管理层人事调整。 对于为何宁愿亏损也要出售资产,三木集团在公告表示:为了进一步盘活公司现有资产,改善公司财务状况,增强资产流动性。 拟出售75套办公房地产给国利集团 交易价格2410.68万元 公司宣布全资子公司三木滨江拟将名下75套办公房地产出售给国利集团,交易价格2410.68万元,标的位于福州市马尾区三木誉海大厦,建筑面积合计 3765.17平方米。 公司公告称,全资子公司三木滨江拟将名下位于福州市马尾区罗星街道济安支路1号的三木誉海大厦(三木中心)共计75套办公房地产出售给国利集团,交 易价格为2410.68万元。预计交易将为公司带来现金流入2376.40万元,并影响当期损益约-1929.66万元。 选举朱敏为董事长 另一则公告表示,公司第十一届董事会第七次会议于2025年12月10日召开,会议选举朱敏为公司第十一届董事会董事长。 年底股价"过山车" 2024年业绩亏损扩大 公开资料显示,三木集团是一家综合性企业集团,主营业务涵盖进出口贸易、城市产业发展、经营性物业运营管理及创业投资。其中商品贸易为核心业务, 2024年该板块营收占比达94 ...
彭博:若SpaceX以1.5万亿美元估值上市,马斯克身家将逼近万亿大关
Feng Huang Wang· 2025-12-10 22:51
马斯克 凤凰网科技讯北京时间12月11日,据彭博社报道,如果SpaceX能在明年以1.5万亿美元的估值成功上 市,那么全球首富埃隆.马斯克(Elon Musk)的财富将在目前4606亿美元基础上增长一倍以上。 按照SpaceX1.5万亿美元的上市前估值计算,马斯克的总财富将达到9520亿美元,较当前财富水平增加 约4910亿美元。 在上个月在特斯拉获得了首个1万亿美元薪酬之后,IPO为马斯克成为全球首位万亿富翁开辟了第二条 清晰路径。 截至发稿,马斯克和SpaceX尚未就此置评。(作者/箫雨) 根据彭博亿万富豪指数的计算,如果SpaceX以1.5万亿美元估值上市,单是马斯克在SpaceX的持股价值 就将从现在的1360亿美元增至6250亿美元以上,这还不包括他在其他多家企业的股份,例如全球市值最 高的汽车制造商特斯拉。 根据彭博亿万富翁指数的数据,马斯克持有大约42%的SpaceX股份。该指数参考了美国联邦通信委员会 的文件,并结合近期融资轮次的股权稀释情况来估算其持股比例。 ...
美联储官宣,启动“技术性扩表”
Feng Huang Wang· 2025-12-10 22:32
美联储会后也同时宣布,将在本月开始扩大资产负债表,购买400亿美元的短期国债,购买规模预计会 在几个月内保持高位,随后会显著缩减。 北京时间周四凌晨03:00,美联储联邦公开市场委员会(FOMC)发布了最新的利率决议,宣布降息25个基 点,将联邦基金利率目标区间降至3.50%-3.75%,符合市场预期。 自2022年至本月,美联储持续缩减持有的国债规模,目标是在不扰乱市场的前提下,将资产负债表降至 尽可能小的规模。 ...
美联储如期降息25个基点,预计2026年仅降息一次
Feng Huang Wang· 2025-12-10 22:19
Core Points - The Federal Reserve announced a 25 basis point rate cut, lowering the federal funds rate target range to 3.50%-3.75%, aligning with market expectations for a "hawkish cut" [1] - This marks the third consecutive rate cut by the Federal Reserve, totaling a cumulative reduction of 75 basis points for the year [2] - The decision was passed with a vote of 9 in favor and 3 against, indicating a split within the committee, with notable dissent from the Kansas City and Chicago Fed presidents [2][3] - The Fed's statement highlighted that further rate cuts would depend on evidence of deterioration in the labor market [4] - The threshold for future rate cuts has been raised, with the timing and magnitude of cuts now contingent on changes in economic outlook [5] - The "dot plot" indicates that the Fed expects only one more rate cut in 2026 and another in 2027, with rates projected to return to a long-term level of 3% [6] - The committee raised its GDP growth forecast for 2026 by 0.5 percentage points to 2.3%, while still anticipating inflation to remain above the 2% target until 2028 [8] - The Fed announced plans to resume purchasing U.S. Treasury securities, starting with $40 billion in short-term bonds, following concerns about pressures in the overnight funding market [8] - There are concerns regarding the independence of the Federal Reserve, as recent comments from the White House suggest dissatisfaction with the pace of rate cuts [8]
美股指数集体收涨,标普500逼近历史新高,市场对未来更多宽松寄予希望
Feng Huang Wang· 2025-12-10 22:19
Federal Reserve Announcement - The Federal Reserve announced a 25 basis point interest rate cut and indicated a pause on further cuts, reflecting a stable economic outlook [1][2] - Fed Chair Powell stated that there are no discussions about rate hikes in early next year, leading to a significant rebound in major stock indices [1] - The dot plot revealed expectations for one more rate cut in 2026, maintaining the previous forecast [1] Economic Projections - The Fed raised its GDP growth forecast for 2026 from 1.8% to 2.3% while keeping the unemployment rate forecast for the end of next year at 4.4% [1] - Powell emphasized that current policies are sufficient to address future economic conditions, without providing guidance on potential short-term rate cuts [1][2] Market Reactions - Major stock indices saw gains, with the Dow Jones up 497.46 points (1.05%), Nasdaq up 77.67 points (0.33%), and S&P 500 up 46.22 points (0.68%) [3] - Sector performance included a 3.46% rise in regional bank ETFs and a 1.45% increase in healthcare [3] Company News - Roche reported that its investigational drug giredestrant reduced breast cancer recurrence risk by 30%, marking a significant advancement in treatment [6] - GE Vernova raised its future earnings guidance and announced a stock buyback, driven by the expansion of AI data centers, leading to a historic high in stock price [7] - Adobe launched Photoshop, Express, and Acrobat for ChatGPT, allowing users to access these tools directly within the chatbot [8] - Meta is shifting towards closed-source AI models, with a new model named "Avocado" expected to launch in spring 2026 [9] - Oracle's cloud business revenue grew 34% to $7.98 billion, but fell short of analyst expectations, leading to a post-earnings drop of over 6% [10]
通义千问Qwen3-TTS迎来升级:支持多音色、多语种和多方言
Feng Huang Wang· 2025-12-10 15:18
凤凰网科技讯 12月10日,通义千问宣布语音合成模型Qwen3-TTS迎来升级,支持多音色、多语种和多 方言,目前可通过Qwen API访问。 支持中文、英文、德语、意大利语、葡萄牙语、西班牙语、日语、韩语、法语、俄语等10大主流语言, 平均词错误率(WER)优于MiniMax、ElevenLabs及GPT-4o-Audio-Preview。同时支持闽南语、粤语、 四川话等更多音色的方言生成。 据官方介绍,Qwen3-TTS 提供超过49种高品质音色,涵盖不同性别、年龄、地域特征与角色设定,满 足多样化的场景需求。 ...