周四，迪士尼(DIS.US)股价逆市上涨超1.4%，报110.38美元。该公司宣布，将向ChatGPT母公司OpenAI 投资10亿美元股权，并签署一项重量级授权协议，允许OpenAI旗下生成式视频模型Sora使用迪士尼丰 富的知识产权创作AI视频内容。 迪士尼表示，在此次合作下，公司将成为OpenAI的重要企业客户，使用其API开发全新产品、工具与用 户体验，包括面向Disney+的功能，并将在内部部署ChatGPT协助员工工作。双方预计，Sora及ChatGPT Images将在2026年初开始推出消费者创作的粉丝向视频内容，使用迪士尼的多品牌授权角色。 OpenAI首席执行官奧特曼在声明中表示："迪士尼是全球叙事领域的黄金标准，我们非常高兴能合作， 让Sora与ChatGPT Images能够扩展大众创作与体验内容的方式。" 迪士尼CEO艾格也指出："人工智能的快速发展对我们的行业意义重大。通过与OpenAI的合作，我们将 在尊重与保护创作者的前提下，以审慎且负责任的方式拓展迪士尼故事的影响力。" 根据这项为期三年的合作，OpenAI将可使用超过200个来自迪士尼、漫威、皮克斯与《星球大战》宇宙 的角色 ...

迪士尼表示，在此次合作下，公司将成为OpenAI的重要企业客户，使用其API开发全新产品、工具与用 户体验，包括面向Disney+的功能，并将在内部部署ChatGPT协助员工工作。双方预计，Sora及ChatGPT Images将在2026年初开始推出消费者创作的粉丝向视频内容，使用迪士尼的多品牌授权角色。 OpenAI首席执行官奧特曼在声明中表示："迪士尼是全球叙事领域的黄金标准，我们非常高兴能合作， 让Sora与ChatGPT Images能够扩展大众创作与体验内容的方式。" 智通财经APP获悉，周四，迪士尼(DIS.US)股价逆市上涨超1.4%，报110.38美元。该公司宣布，将向 ChatGPT母公司OpenAI投资10亿美元股权，并签署一项重量级授权协议，允许OpenAI旗下生成式视频 模型Sora使用迪士尼丰富的知识产权创作AI视频内容。 根据这项为期三年的合作，OpenAI将可使用超过200个来自迪士尼、漫威、皮克斯与《星球大战》宇宙 的角色生成AI视频内容。用户也将能够在Disney+平台上观看精选的Sora生成视频。协议不包含任何真 实演员的肖像权或声音授权。 迪士尼CEO艾格也指出："人工 ...

Core Insights - The Walt Disney Company has entered a three-year partnership with OpenAI, which includes a $1 billion equity investment in OpenAI [1][5] Group 1: Partnership Details - The partnership will integrate Disney's iconic characters into OpenAI's Sora AI video generator, allowing users to create videos using over 200 characters from Disney, Marvel, Pixar, and Star Wars [1][2] - Disney will also become a major customer of OpenAI, utilizing its APIs to develop new products and experiences, including for Disney+ [6] Group 2: Character Availability - Users will have access to a wide range of characters, including Mickey Mouse, Ariel, and characters from popular franchises like Encanto, Frozen, and Toy Story [3][4] - The agreement allows for the use of these characters in ChatGPT Images, but does not include any talent likenesses or voices [4] Group 3: Industry Context - Disney's CEO Bob Iger emphasized the importance of responsibly extending storytelling through generative AI while protecting creators' rights [5] - OpenAI's CEO Sam Altman highlighted the collaboration as a model for how AI companies and creative leaders can work together to promote innovation [8] - Despite this partnership, Disney has previously taken legal action against other AI platforms for intellectual property violations, indicating a cautious approach to AI integration [8][9]

分组1 - Oracle shares are declining due to disappointing cloud sales and increased data center spending, with the company expecting to spend $50 billion for the fiscal year, a $15 billion increase from previous forecasts [1][2] - The Federal Reserve has issued its third consecutive rate cut this year, with discussions indicating a pause in further cuts, highlighting divisions among Fed officials regarding future policy [1][2] - Investors are balancing concerns over the AI sector, particularly following Oracle's results, which have reignited fears of an AI bubble, impacting market sentiment [1][2] 分组2 - Disney is making a $1 billion equity investment in OpenAI as part of a licensing deal for content on OpenAI's Sora video generation app, marking a significant partnership in the AI space [2][3] - Eli Lilly's next-generation obesity drug has shown promising results, with patients losing an average of nearly 24% of their body weight in a late-stage trial, indicating potential market entry soon [3] - Coca-Cola has appointed Henrique Braun as its new CEO, who has extensive experience within the company, signaling a leadership transition [3] 分组3 - Gemini Space Station's affiliate, Gemini Titan, has received approval from the CFTC to operate as a designated contract market, allowing it to offer regulated prediction markets to U.S. customers [3] - Nextdoor is focusing on improving user engagement by reducing spam notifications by 80% without affecting active user numbers, aiming to enhance its net promoter score [3][4] - The company is exploring AI-driven services to better connect users with local services, potentially increasing engagement and revenue opportunities [3][4]

Core Insights - Disney is integrating its iconic character catalog, including Marvel, Star Wars, and Pixar, into OpenAI's Sora AI social media app, allowing users to create AI-generated videos without copyright concerns [1] - Disney is making a significant $1 billion equity investment in OpenAI, which will enable Disney employees to access ChatGPT and utilize APIs for developing new products and experiences [2] - The partnership will enhance Disney Plus, as subscribers will have the opportunity to view select Sora AI videos directly on the Disney Plus app [2]

Group 1 - The core point of the article is that Disney (DIS.N) has seen a 2% increase in stock price following the announcement of a $1 billion investment in OpenAI and the introduction of its cartoon characters into SORA [1] Group 2 - Disney's investment in OpenAI amounts to $1 billion, indicating a significant commitment to artificial intelligence and technology [1] - The integration of Disney's cartoon characters into SORA suggests a strategic move to enhance brand presence in digital platforms [1]

RT Watcher.Guru (@WatcherGuru)JUST IN: Disney $DIS to invest $1 billion into OpenAI. https://t.co/iWqeXMcxjb ...

JUST IN: Disney $DIS to invest $1 billion into OpenAI. https://t.co/iWqeXMcxjb ...

Core Insights - Disney has entered into a partnership with OpenAI, enabling fans to create short-form clips featuring Disney characters [1] Group 1 - The collaboration aims to enhance fan engagement by allowing user-generated content [1] - This initiative reflects a growing trend in the entertainment industry towards leveraging AI technology for creative purposes [1] - The deal may open new revenue streams for Disney through potential licensing and monetization of user-generated content [1]

Core Insights - The Walt Disney Company has entered into a significant partnership with OpenAI, involving a $1 billion equity investment in the AI company [1] - As part of the agreement, Disney will provide licensed access to its extensive content library for OpenAI's use [1] Group 1 - Disney's investment in OpenAI marks a strategic move to enhance its capabilities in artificial intelligence [1] - The partnership is expected to leverage Disney's content and OpenAI's technology to create innovative solutions [1] - This collaboration highlights the growing trend of traditional media companies investing in AI to stay competitive [1]