允中 发自 凹非寺 量子位 | 公众号 QbitAI 腾讯混元世界模型再放大招！刚刚发布并开源 混元世界模型1.1 （WorldMirror） ——真正统一的端到端3D重建基座大模型。 它 首次 支持用户从多视图或视频中一键生成3D世界，还能在单卡、秒级推理下完成高精度重建。 同时，混元世界模型1.1也是业界 首个 统一 （any-to-any） 的前馈式 （feedforward） 3D重建大模型。 不仅支持额外的相机、深度等多模态先验输入，还能同时实现点云、深度、相机、表面法线和新视角合成等多任务统一输出，性能达成新的 SOTA 。 效果上，无论是3D点云重建还是端到端3DGS重建，混元世界模型1.1都展现出领先同行的几何精度和细节还原，可以实现更稳定、更真实的 场景重建。 动画风格的虚拟场景，对它来说so easy，嗖地一下就置身欧洲小镇街角，感觉下一秒就可以游戏跑图了 （doge） 中华风也不在话下，背景里的石灯、房梁都还原度拉满。 首先体验一下此次混元世界模型1.1的生成效果： 真实的航拍场景也满满都是细节，妥妥的景区宣传vlog，即拿即用，这下谁还能分清是不是AI生成的～ 那么话不多说，下面我们一 ...

Group 1 - The technology sector is experiencing a pullback, but it is expected to remain a main focus until the end of the year due to its strong correlation with indices and risk appetite, particularly in AI [1] - There is a potential return of active funds that had previously exited the market, as well as institutional demands for net asset value and rankings before the assessment period at the end of November and December [1] - Market capitalization style may slightly favor small and mid-cap stocks, as many absolute return institutions are expected to operate conservatively in the next two months, limiting the market's ability to exceed a trading volume of 3 trillion [1] Group 2 - The domestic AI supply chain, AI applications, and Hong Kong internet stocks are viewed positively, especially during the performance gap in November and December, where focus will shift to economic policy expectations for December and next year's industry outlook [2] - The domestic AI supply chain is expected to have more visibility and potential for earnings upgrades compared to overseas chains, attracting institutions that previously missed out on overseas computing power [2] - In the Hong Kong tech sector, low valuations and the need for institutions to lock in profits will drive interest, especially as the market anticipates upward index movements and faces selling pressure from broad-based ETFs [2] Group 3 - As of October 22, 2025, the CSI Hong Kong Stock Connect Technology Index shows mixed performance among its constituent stocks, with notable gains from China National Pharmaceutical (4.27%) and Semiconductor Manufacturing International Corporation (0.88%) [3] - The CSI Hong Kong Stock Connect Technology Index consists of 50 large-cap, high R&D investment, and high revenue growth technology companies, reflecting the overall performance of tech leaders within the Hong Kong Stock Connect [3] - The top ten weighted stocks in the CSI Hong Kong Stock Connect Technology Index account for 66.5% of the index, including major players like Alibaba, Tencent, and Xiaomi [3]

Group 1 - The Hang Seng Technology Index experienced a decline, with a drop of over 1.5% during the afternoon session on October 22, leading to a decrease of over 2% in the largest A-share counterpart, the Hang Seng Technology Index ETF (513180) [1] - Major stocks such as NetEase, BYD Electronics, JD Health, Kingsoft, Baidu Group, and Lenovo Group were among the biggest losers in the ETF [1] - Goldman Sachs reported that a slow bull market for Chinese stocks is forming, predicting a 30% upside for the MSCI China Index over the next two years [1] Group 2 - Goldman Sachs suggests that investors should shift their mindset from "selling on highs" to "buying on lows" as the bull market unfolds in China [1] - The report emphasizes an alpha-driven investment strategy focusing on the "China Ten Giants" which includes Tencent, Alibaba, Xiaomi, BYD, Meituan, NetEase, Midea, Hengrui Medicine, Ctrip, and Anta [1] - The Hang Seng Technology Index ETF (513180) includes 30 leading Hong Kong tech stocks, focusing on the AI industry chain across upstream, midstream, and downstream sectors [2]

Group 1 - The core viewpoint of the article is that WeChat has launched several new features through a recent gray test, enhancing user experience in group chats and message management [1] Group 2 - The first feature is the optimization of "Do Not Disturb" for group chat messages, allowing users to receive notifications for messages that mention them, all users, or group announcements while muting other notifications [2][4][6] - The second feature is an upgrade to the message recall function, enabling users to recall multiple messages sent in a single instance within 2 minutes, streamlining the process of correcting mistakes [7][10] - The third feature involves changes to chat record management, which now allows users to import and export chat records across devices, as well as back up and restore records, reducing storage pressure on mobile devices [11][12][13][16]

Group 1 - The Hang Seng Technology Index experienced a decline, with the Hang Seng Technology ETF Tianhong (520920) dropping by 1.67% and a trading volume exceeding 540 million yuan [1] - The Hang Seng Technology ETF Tianhong has seen a net inflow of over 1.9 billion yuan on October 21, marking ten consecutive trading days of net inflows, totaling 19.38 billion yuan [1] - The Hang Seng Technology Index consists of the top 30 Hong Kong stocks related to technology themes, covering sectors such as information technology, consumer discretionary, and communication services [1] Group 2 - Tianhong Fund indicated that after two rounds of optimization by 2025, the core asset quality of the Hang Seng Technology Index will significantly improve, with BYD increasing its global market share in the electric vehicle sector by 2 percentage points in Q3 [2] - The overall net profit growth rate of the index constituents reached 16.5% in Q3 2025, with a median ROE exceeding 14%, and notable growth in advertising revenue for Tencent Video and Alibaba's overseas business [2] - Financial support for the sector is strong, with net purchases of index constituents exceeding 1 trillion Hong Kong dollars in the first three quarters, contributing to the recovery of the sector [2]

近日，微信发布安卓8.0.65内测版，启动了多项灰度测试，三个新功能悄然上线中。 现今，"关注的群成员"被"以下消息仍通知"所取代，设置界面上方为 @ 我、@ 所有人和群公告的单独按钮，开启会收到通知，关闭则能实现勿扰。 也就是说，经此优化，只要把 @我、@所有人和群公告的开关全部关闭，就不会再收到任何群内的消息通知。 二、撤回使用升级 之前执行撤回操作时，会弹出"撤回该条消息？"的弹窗，需点击"撤回"才能完成操作。由于每次只能撤回一条消息，一旦出现一次性发错多条消息的情 况，就会陷入麻烦。 | > | | | < | 以下消息仍通知 | | | --- | --- | --- | --- | --- | --- | | | | | @我 | | | | | Pos | | @所有人 | | O | | | 微信 | | 群公告 | | | | | Version 8.0.65 测试版 | | 已关注群成员的消息 | | | | | | | 4 添加成员 | | | | 功能介绍 | | > | | 已关注群成员在群内发消息时仍会继续通知你,最多可关注4个群成 | | | 投诉 | | | 员。 | | | ...

Core Insights - The Chinese artificial intelligence (AI) industry has experienced rapid growth during the "14th Five-Year Plan" period, with domestic large models becoming globally competitive [1][8] - The number of AI companies in China has surpassed 5,100, and the country leads the world in the number of released large models [1][2] - The daily token consumption in China is projected to increase from 100 billion to over 30 trillion within a year and a half, marking a growth of over 300 times [1] Demand Side - Users find domestic large models to be practical and effective, with applications in various fields such as law and real estate [2] - Specific models like Kimi and Wenxin Yiyan are being utilized for legal research and document editing, showcasing their utility [2] Supply Side - Companies are increasing R&D investments, leading to continuous performance breakthroughs in domestic large models [2] - The Kuaishou model "Keling AI" has gained a user base of over 22 million and holds approximately 30% of the global market share for video generation [2][3] Application and Impact - The application of large models has expanded significantly, enhancing productivity in logistics, energy, and industrial sectors [5][6] - For instance, JD Logistics has implemented large models in over 500 warehouses, improving decision-making capabilities of robots [5] - The "Light Power Model" developed by Baidu supports extensive drone inspections, reducing manual tower climbing by 40% [6] Technological Advancements - The importance of Chinese data in model training has increased, with over 60% of training data now being in Chinese [7] - The development of large models is focused on balancing cost, privacy, and performance, with ongoing improvements in architecture and efficiency [7] Future Prospects - The growth of domestic large models is expected to contribute significantly to China's high-quality economic development [8][10] - Companies like China Mobile are investing in AI infrastructure and data sets to enhance production efficiency and drive digital transformation [10][11] - The future of the large model industry is anticipated to involve enhanced reasoning capabilities, reduced computational costs, and a shift towards open-source ecosystems [11]

Summary of Key Points Core Viewpoint - The report highlights the top short-selling stocks in the market, indicating significant investor sentiment and potential volatility in these companies [1][2]. Group 1: Top Short-Selling Ratios - BYD Company Limited (81211) has the highest short-selling ratio at 93.06% [2] - Xiaomi Group (81810) follows with a short-selling ratio of 82.68% [2] - Zhongyuan Bank (01216) ranks third with a short-selling ratio of 68.75% [2] Group 2: Top Short-Selling Amounts - Alibaba Group (09988) leads in short-selling amount with 2.694 billion [2] - Pop Mart International (09992) has a short-selling amount of 1.721 billion [2] - Tencent Holdings (00700) follows closely with a short-selling amount of 1.714 billion [2] Group 3: Top Short-Selling Deviation Values - Zhongyuan Bank (01216) has the highest deviation value at 63.70% [2] - Xiaomi Group (81810) has a deviation value of 49.42% [2] - BYD Company Limited (81211) has a deviation value of 38.40% [2]

Core Insights - The article highlights the net inflow and outflow of capital in the Hong Kong stock market, with specific focus on the top companies experiencing significant changes in capital flow [1][2][3] Net Inflow Summary - Meituan-W (03690) leads with a net inflow of 1.151 billion, representing a 16.66% increase in capital [2] - The second highest is the Tracker Fund of Hong Kong (02800) with a net inflow of 1.053 billion, showing a 7.08% increase [2] - Zijin Mining International (02259) follows closely with a net inflow of 1.031 billion, reflecting a 46.10% increase [2] - Other notable inflows include Southern Hang Seng Technology (03033) with 0.905 billion and China Mobile (00941) with 0.763 billion, both showing significant percentage increases [2] Net Outflow Summary - Alibaba-W (09988) experiences the largest net outflow at -2.161 billion, a decrease of 10.40% [2] - SMIC (00981) follows with a net outflow of -1.578 billion, reflecting a 13.52% decrease [2] - Hua Hong Semiconductor (01347) has a net outflow of -0.904 billion, showing a 17.29% decrease [2] - Other significant outflows include Lao Pu Gold (06181) at -0.554 billion and Jiangxi Copper (00358) at -0.444 billion, both with substantial percentage declines [2] Net Inflow Ratio Summary - GX Hang Seng Technology (02837) leads with a net inflow ratio of 80.84%, indicating strong investor interest [3] - Red Star Macalline (01528) follows with a net inflow ratio of 58.56% [3] - China National Foreign Trade (00598) has a net inflow ratio of 56.81%, showcasing robust demand [3] Net Outflow Ratio Summary - Nexperia (01316) has the highest net outflow ratio at -55.33%, indicating significant capital withdrawal [3] - Delta Electronics (00179) follows with a net outflow ratio of -51.63% [3] - Gao Xin Retail (06808) shows a net outflow ratio of -44.66%, reflecting investor caution [3]

｜2025年10月22日星期三｜ NO.1 腾讯《洛克王国：世界》预约量破3500万 10月21日消息，腾讯魔方工作室正式宣布，其研发的开放世界新作《洛克王国：世界》全网预约量已突 破3500万大关。作为承载千万玩家童年记忆的经典《洛克王国》的正统续作，该游戏自曝光以来便持续 占据行业话题高地。据悉，游戏已完成多轮大型测试迭代，近期将开启新一轮"同行测试"，并明确预计 于2025年底前正式公测。 NO.2 《崩坏：星穹铁道》3.7版本前瞻定档10月24日 10月21日消息，米哈游旗下热门二次元回合制游戏《崩坏：星穹铁道》（以下简称《星穹铁道》）官方 宣布，3.7版本"成为昨日的明天"前瞻特别节目将于10月24日正式播出。作为游戏核心剧情线"翁法罗斯 篇章"的收官之作，该版本将为持续近一年的故事线画上句号，同时携重磅内容矩阵登场，引发玩家社 群与资本市场的双重关注。 点评：该版本的落地有望为米哈游及二次元游戏赛道注入强心剂，整体来看，游戏内容密度与玩家期待 度的双重提升将直接转化为流水增量。本次3.7版本兼具"剧情收官+高人气角色+新玩法"三重驱动力， 叠加前瞻节目预热带来的流量积累，其上线后首月流水有望再创新 ...