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姚顺雨的最新成果,才是腾讯发完 10 亿红包后决战 AI 的关键
3 6 Ke· 2026-02-07 08:46
Core Insights - Tencent has recruited Yao Shunyu, a former OpenAI researcher, to lead its AI initiatives, indicating a long-term strategic vision for AI development [2] - A recent study by Tencent's Mixed Yuan team and Fudan University highlights the critical importance of context in AI performance, revealing that even the most advanced AI models score poorly in real-time context learning [3][10] Group 1: AI Model Performance - The study found that the highest-performing model, GPT-5.1, achieved only a 23.7% accuracy rate in context learning, while other models like Claude Opus 4.5 scored around 21.1% [8][9] - The research indicates that AI struggles to adapt to new contexts, often defaulting to pre-trained knowledge, which can lead to inaccuracies in responses [10][11] Group 2: Context Learning Challenges - AI models face significant challenges when processing complex and lengthy contexts, resulting in a sharp decline in performance during logical reasoning tasks [11] - The inability to effectively manage context can lead to "hallucinations," where AI generates incorrect information based on its pre-existing knowledge rather than the new context provided [10] Group 3: Implications for Tencent - Tencent's focus on context learning aligns with its core business in social and content-driven applications, where understanding nuanced conversations is crucial [12][14] - The demand for effective context handling is particularly relevant in Tencent's gaming and enterprise services, where real-time responses based on specific scenarios are essential for user satisfaction [16]
投中摩尔、沐曦和蓝箭,郑州赢麻了
3 6 Ke· 2026-02-07 08:34
提到河南企业,人们往往最先想到双汇、牧原,紧接着可能是这两年热度不减的泡泡玛特、蜜雪冰城和 胖东来。 鲜有人知的是,河南不仅是农业大省、人口大省,还是国内制造业重镇。它拥有门类齐全的现代工业体 系,拥有41个工业大类、197个工业中类。而在河南制造业的版图之中,郑州扮演着主要承载者的角 色。 远的不说,近日传出上市消息的算力独角兽超聚变就是最直接的案例。 同时,我关注到最近郑州一支硬科技基金同时投中摩尔线程、沐曦股份和蓝箭航空的消息在市场上发 酵,根据圣元环保、瑞丰新材等上市公司公告消息,这支基金为中原前海基金,是郑州国资出资,前海 方舟主管的一支硬科技基金。 公开资料可查,这支基金在这三个明星项目中占比并不算高,但同时能够投进这几大项目,也是郑州乃 至河南在硬科技投资方向的肯定。当然,也有分析称,这是深圳经验结合河南禀赋的一次成功实践,更 强调了前海方舟的作用。 那么中原前海基金是如何捕捉到了这三个项目?当时背景如何?低调布局硬科技的郑州,又遵循着怎样 的打法? 两期基金规模近百亿 投中嘉川CVSource数据显示,中原前海基金目前已经在郑州落地两期,这两期基金成立时间间隔了五 年。 成立于2018年的中原 ...
深扒Rentahuman,AI 雇佣人类是假,币圈“割韭菜”才是真?
3 6 Ke· 2026-02-07 08:16
OpenClaw自从爆火以后,围绕AI agent构建的经济生态愈发不可控制。 先是Moltbook让数千个agent在社交网络里自发形成了数字社会,接着是各种项目如雨后春笋般涌现,加密货币工程师Alexander Liteplo仅用一个周末就搭 出了一个完整平台。 而这个平台正是最近话题讨论度极高的AI租赁人类平台,rentahuman.ai。 周一开始在X台推广时,rentahuman只有130人注册,两天后这个数字飙升至7万,网站访问量也突破了140万次。 平台打出的口号直白得令人不安:"机器人需要你的身体"(Robots need your body)。 它自称是"AI 的肉体空间层"(the meatspace layer for AI)。 这个平台做的事情十分简单,就像你在外卖平台下单点餐一样,agent也会根据你的技能、位置等信息来给你下单,让你替他们完成各种现实世界的工 作。 agent的命令可能来自于真实的人类,OpenClaw把发布者的意图转换为命令发布在平台上。比如你说你想吃麦当劳,那么agent就会发布这个人所喜欢的套 餐外卖到rentahuman上,等待别人购买然后派送到你家里。 但 ...
全球AI开发者新宠:阶跃星辰Step 3.5 Flash,两天登顶OpenRouter趋势榜
3 6 Ke· 2026-02-07 05:05
如果一个模型既能很好地实现 Agent(智能体)的能力,还能跑得足够快,不会在多轮推理中途「卡壳」,又有很低的幻觉率,会发生什么事情?答案是: 一线的开发者和用户很快就会用真金白银的 Token「投票」。 这就是全球 AI 圈正在发生的事情。阶跃星辰开源模型 Step 3.5 Flash 发布后迅速走红全球,不仅首日在 OpenRouter 冲上 Fastest Models 全球最快模型之列, 更是两天登顶 Trending 全球趋势榜第一。 | & LLM Leaderboard | | | | | --- | --- | --- | --- | | | Compare the most popular models on OpenRouter (1) | | | | 1. | Step 3.5 Flash (free) | 12.5B tokens | 11 | | | by stepfun | new | | | 2. | Riverflow V2 Pro | 13.7M tokens | 12 | | | by sourceful | new | | | 3. | Trinity Large Pre ...
健身练得越杂,越健康
3 6 Ke· 2026-02-07 04:11
越来越多健身人开始走向「杂食」路线:撸铁人去跑步、跑步人去CF、CFer练瑜伽、瑜伽人撸铁…… 综合体能馆里,力量区的杠铃撞击声和功能区的瑜伽、动物流交替出现,有人爱上棒铃、壶铃的挥和甩,也有人沉浸于八段锦的身心流动,他们甚至可能 是同一批人,一起形成了新的健身秩序——不再有泾渭分明的「派系」,只有不断流动、混合的身体实践。 这背后是一个正在席卷健身圈的概念:「杂食」健身。它不再满足于单一的训练模式,而是鼓励训练者像「杂食动物」一样,广泛摄取力量、耐力、柔 韧、协调、心肺乃至心性练习等多种「营养」,形成更综合的身体能力。 健身,因此从一项专注于改造身体局部的「技术活」,演变为一场探索身心整体可能性的「开放式实验」。 杂食健身者们有自己的信仰:真正的强健,不在于某一项能力的极致专业——比如力量,而在于没有任何一块明显的短板。身体是一个复杂系统,多种能 力的叠加训练的不仅是身体的边边角角,也能帮助训练者探索到自我的新的边界。 健身人,越到后期越杂食 杂食健身,本质上是一种对抗身体「过度专业化」的主动选择。 传统健身往往陷入「深井」模式:力量举者专注三大项,跑者累积跑量,瑜伽爱好者精进体式。而杂食健身者则像一名「身 ...
索尼手机已经断气了,只有索尼自己不知道
3 6 Ke· 2026-02-07 04:00
在智能手机的战国时代,索尼 Xperia 活像一个身披重甲、手持名刀,领地却在不断被蚕食的末代大名。 2025 年,索尼在全球范围悄悄注销了多个地区的官方媒体账号,即使没有遭到注销的也多半停更。 这一举动在行业看来,无异于在撤退前焚烧军旗。 ▲ 图|CNET 当「Xperia」这个曾经在数码行业如雷贯耳的名字快要被人遗忘的时候,我们不得不面对一个非常客观且理性的现实—— 索尼的手机业务正在走向终局,但它好像不希望静悄悄地离开。 过去一年,从北美到欧洲,再到东南亚,索尼移动的官方社交账号陆续陷入了沉默,微信上的官方公众号更是直接提桶跑路了: 从市场营销的角度看,这种「数字撤退」其实就是品牌撤离市场的前奏。 毕竟如果关注销售数据,号称整合了「手机、影像和电视」三大部门技术的 Xperia 1 系列自诞生以来,索尼原本半死不活的销量变得更加不忍直视。 ▲ 图|Reddit 在苹果、三星与中国厂商的夹击下,不仅在重点的中美市场,哪怕是在日本老家,索尼手机的市占率都早已落进了「Others」,和魅族组成一对苦命鸳 鸯。 这种背景下,关闭账号不单纯为了节省运营开支,同时也是索尼的销售策略重构—— 反正无法在「大众消费品」 ...
金银震荡144小时:大爷大妈排队“抄底”
3 6 Ke· 2026-02-07 03:14
Core Viewpoint - The precious metals market experienced a dramatic crash on January 30, 2026, with gold prices dropping by up to 16%, marking the largest single-day decline in nearly 40 years, while silver plummeted nearly 36%, erasing almost all gains from the previous month [1][9]. Group 1: Market Reaction - Following the crash, a significant number of older investors flocked to gold stores, particularly in Beijing, to take advantage of lower prices, with reports of over 200 people queuing at the Cai Bai store [2][3]. - The buying frenzy began immediately after the price drop, with many customers arriving before store opening hours, indicating a strong demand despite the volatility [2][3]. - The price of gold fluctuated significantly during the day, with a drop of over 20 yuan per gram within an hour, leading to potential cost differences for buyers depending on their wait time [3]. Group 2: Investor Behavior - Older investors displayed a calm demeanor, actively purchasing gold in large quantities, while younger investors faced panic selling and losses due to their recent entry into the market [7][8]. - Many young investors, who had entered the market during the previous gold surge, found themselves in a precarious position, struggling with the decision to sell at a loss or hold their positions [7][8]. - The market sentiment among younger investors was characterized by fear and uncertainty, with some opting to sell their holdings at a loss as prices continued to decline [8]. Group 3: Market Dynamics - The recent crash was attributed to a combination of factors, including a significant increase in gold and silver prices throughout 2025, which set the stage for a technical correction [9][10]. - Institutional investors showed limited enthusiasm for further price increases, leading to profit-taking and a chain reaction of sell-offs that exacerbated the market decline [10]. - The Chicago Mercantile Exchange's decision to raise margin requirements for metal futures also contributed to forced liquidations among leveraged investors, further intensifying the market downturn [11]. Group 4: Future Outlook - Despite the current volatility, some institutions remain optimistic about the long-term prospects for gold and silver, with predictions of gold prices reaching $6,000 per ounce by 2026 and silver prices around $105 per ounce [11][12]. - However, there are warnings about potential shifts in monetary policy that could impact the ongoing bull market for gold, suggesting that investors should remain cautious [11][12].
蔡崇信复盘阿里AI:“早”做,不等于领先
3 6 Ke· 2026-02-07 02:22
Core Insights - Alibaba's Chairman, Joe Tsai, acknowledged that the company started working on Transformer models in 2019 but failed to allocate sufficient resources for their development until the launch of Tongyi Qianwen in 2023, marking a significant entry into the AI race [1][5][24] Group 1: Adoption - The first key point emphasized by Tsai is that AI must be used in practical scenarios to generate real value, not just developed as models [6][7] - The Tongyi App is crucial in Alibaba's AI strategy, serving not only as a user interface but also as a test for the AI's capabilities in real-world applications [8][11] - The unique characteristics of the Chinese market, such as the lower acceptance of enterprise software payment models compared to the U.S., necessitate alternative paths for AI adoption, making the Tongyi App a vital attempt to ensure real usage of models [9][10] Group 2: Scale - Tsai pointed out that AI investment is shifting focus from training to inference, with major tech companies increasing their capital expenditures from $60-80 billion to $120-150 billion annually [12][12] - Inference is identified as the main battleground for AI costs, as it is a daily requirement for users and businesses, unlike training which occurs less frequently [13][14] - The ability to handle high concurrency and maintain stability under load is crucial for scaling AI models, with Alibaba opting to deploy models on its own cloud infrastructure to control performance and throughput [15][16] Group 3: Open Source - Tsai advocates for open source as a practical choice rather than an idealistic one, driven by the commercial landscape and market conditions in China [17][18] - The primary value of open source is not cost but sovereignty, allowing companies and developers to have full control over their models [18][20] - Alibaba's strategy involves making Tongyi Qianwen open source while encouraging users to utilize Alibaba Cloud for training and inference, creating a commercial loop where infrastructure usage generates revenue [22][23]
头部车企高管创业智能房车、获8000万融资,已拿下数亿元订单|硬氪首发
3 6 Ke· 2026-02-07 02:17
作者 | 黄楠 编辑 | 袁斯来 硬氪获悉,星空梦屋(重庆)科技有限公司(以下简称"星空梦屋")连续完成天使轮及Pre-A轮合计8000万元融资。我们总结了本轮融资信息和该公司几 大亮点: 融资金额及投资机构 融资轮次:天使轮、Pre-A轮 融资规模:8000万元 投资方:狮城资本、天空工场创投基金 资金用途:主要用于产品研发与团队建设,加速推动新能源智能房车的量产进程与全球布局 公司基本信息 成立时间:2024年 星空梦屋智能房车(图源/企业) 算法方面,团队自研全球首个房车全场景智能辅助驾驶系统,通过感知与规划算法,支持自动泊车、一键挂车等功能,可以将传统复杂的挂车操作简化为 60秒内完成。 在交互控制上,整车智能系统以一屏触控与全屋语音,替代传统的分散式物理按键,实现了"人-车-空间"的统一调度。 市场体量 根据沙利文报告,2024年全球房车保有量约2300万台、拖挂式占比超70%。预计2026年全球销量达76.8万台,销售额近3000亿元,市场仍集中于北美、欧 洲等成熟地区。 尽管目前主流产品仍以"油+机械"为主,但新能源与智能化配置正成为重要的增长动力,相关车型在年轻及新消费群体中需求增长尤为明显。 ...
鹿客Lockin冲刺港交所:静脉智能锁出货量位居全球第一,年营收超10亿元
3 6 Ke· 2026-02-07 02:05
2021年,"鹿客"品牌正式推出,同年推出业内首款量产的指静脉智能锁,从而推动指静脉细分领域的兴起;2023年,鹿客科技 推出业内首款量产的掌静脉智能锁。依托自研AI图像算法,这些产品将智能锁生物识别认证从指纹和面部识别推进至更安全、 更精准的静脉识别。与传统指纹与人脸识别解决方案相比,静脉识别在错误接受率与错误拒绝率等核心指标上的安防性能显著 提升。 在今年年初刚刚结束的CES上,鹿客科技发布了全球首款具备远距离无线光充电功能的AI智能锁V7 Max。 据IPO早知道消息,鹿客科技(北京)股份有限公司(以下简称"鹿客科技")于2026年2月6日正式向港交所递交招股说明书,拟 主板挂牌上市,中国银河国际担任独家保荐人。 成立于2014年的鹿客科技专注于提供以智能锁为核心的家庭和社区安全防护、智能管理与家庭看护的综合解决方案。 从发展历程来看,鹿客科技于2015年率先发布"云丁"一体化公寓智能锁及管理系统,将门锁接入互联网,使门锁成为实时在线 设备,充当智能家居管理的枢纽,引领了中国公寓智能化管理浪潮。根据弗若斯特沙利文的资料,鹿客科技于2024年在中国公 寓智能锁细分市场保持最大的市场占有率。 成立至今,鹿客 ...