果然，一如当年Sora的发布一般炸裂，在AI视频生成上还得看国外厂商秀操作？！ 在举办的2025 Google I/O开发者大会上，谷歌带来视频生成类大模型领域的又一重磅产品Veo 3。距离上一代Veo 2发布，才过去半年左右，Veo 3的更新非 常炸裂，不仅成功实现了视频与音频的原生集成，包括音乐、背景音效，甚至是角色之间的对话也能自然生成，并根据画面同步口型。 视频生成类大模型全面开启"有声时代"。在Veo 3更强的物理规律理解与模拟下，当前AI视频生成的真实感与沉浸感又上升了一个层级。 在这样的效果面前，国产的视频生成类大模型还有超越的可能吗？先不说结果，只讨论过去Veo 2发布后半年的行业历程，在全球权威评测榜单VBench Leaderboard、Artificial Analysis上，这一领域的竞争格局并非一成不变，国内厂商如快手的可灵1.6pro、可灵2.0、阿里的通义万相、生数科技的Vidu Q1等 都曾陆续登顶榜首。 视频作为当今内容消费的主要载体，在诸多领域都是拥有极高的流量和热度。哪怕是在AI大模型领域，关于视频生成类大模型赛道的竞争似乎也比其他 细分领域要激烈些，厂商之间的"互殴"尤 ...

机构指出，月末流动性扰动延续，市场资金整体偏紧。结构性行情下，新消费、新制造相继轮动。关注机器人、智能驾驶、互联网平台等领域的左侧机会。 15:00 国新办就"加快建设交通强国 勇当开路先锋"举行中外记者见面会 20:30 美国至5月24日当周初请失业金人数、美国第一季度实际GDP年化季率修正值 | 〜 | // 外摺怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | 涨跌 | 涨跌幅 | | 道琼斯工业指数 | 42098.70 | -244.95 | -0.58% | | 纳斯达克指数 | 19100.94c | -98.22 | -0.51% | | 标普500 | 5888.55 | -32.99 | -0.56% | 当地时间周三，美股三大指数集体收跌，道指跌0.58%，纳指跌0.51%，标普500指数跌0.56%。 热门科技股多数下跌，特斯拉跌超1%，微软、亚马逊、英伟达、谷歌跌幅不足1%。 【财经日历】 10:00 中国气象局2025年6月新闻发布会 15:00 商务部召开5月第4次例行新闻发布会 热门中概股多数收跌，纳斯达克中国金龙指数跌0.7 ...

Even though the S&P 500 has recovered most of its losses in 2025, this has been a challenging year for some stocks as they grapple with regulatory challenges and economic uncertainty. Let's explore the pros and cons for Super Micro Computer (SMCI 0.91%) and Alphabet (GOOGL -0.38%) (GOOG -0.40%). Super Micro Computer Down 65% from an all-time high of $119 reached in early 2024, Super Micro Computer's stock crash predates Trump's trade war. Last year, the company was hit by a short-seller report accusing it o ...

海外行业报告 | 行业动态研究 谷歌 I/O 大会点评： 重构 AI 全栈生态，谷歌 AI 重回领跑者位置 事件： 5 月 21 日凌晨，谷歌 2025 年度 I/O 开发者大会的主题演讲展示了在基础 模型、多模态、AI 智能体、可穿戴设备等领域的最新成果。Gemini 2.5 Pro 模型实现多任务处理能力跃升，推理效率与准确性显著提升；智能眼镜 XR 发布，推动端侧设备场景落地；AI 驱动的搜索与网页浏览功能，通过生成 式 AI 实现从信息检索到智能交互的转变，标志着 AI 正加速向 "通用智 能体" 进化。 AI 渗透率加速提升，已成为驱动谷歌核心产品增长的重要引擎。谷歌 CEO Sundar Pichai 表示谷歌 AI 大模型及 API 月均处理 Token 量已从去年同 期的 9.7 万亿快速提升至 480 万亿，增幅达 48 倍；其搜索业务中 AI 综 述功能的月活跃用户规模达到 15 亿。谷歌 Lens 搜索次数的年增长率为 65%，今年已经完成超过 1000 亿次视觉搜索。 Gemini 系列模型持续迭代升级，加速向一站式 AI 服务平台演进。Gemini 2.5 在多模态理解、代码生成、长 ...

Core Perspective - Google aims to reshape the cultural narrative around artificial intelligence (AI) by funding short films that depict AI in a more positive light, moving away from the traditional dystopian portrayals seen in films like "The Terminator" and "Ex Machina" [2][9]. Group 1: Google Initiative - The initiative, named "AI on Screen," is a collaboration with Range Media Partners, focusing on producing short films that explore the intersection of humanity and technology [3][8]. - Two short films have been approved: "Sweetwater," featuring a hologram of a deceased celebrity mother, and "Lucid," which follows a couple using a device to share dreams [4][9]. - Google has not disclosed the financial investment in these films but intends to fund more projects in the future [9]. Group 2: Public Perception and Cultural Impact - A survey indicated that 56% of Americans view AI as having equal amounts of harm and good, while 31% believe it does more harm than good, highlighting the need for a shift in AI's cultural representation [5]. - Google’s effort is seen as a way to potentially alter public perceptions of AI, which are currently mixed and often negative [5][12]. - The initiative comes amid concerns in Hollywood regarding AI's impact on jobs and intellectual property, as actors and writers fear misuse of their likenesses and works [11][12]. Group 3: Industry Context - The AI sector is becoming increasingly competitive, with major players like OpenAI, Anthropic, Apple, and Meta also involved in shaping AI narratives [7]. - Google is not promoting its products through these films, focusing instead on storytelling that reflects human experiences with technology [8][9]. - Other companies, like Anthropic, are also exploring ways to make AI more approachable through public exhibits and collaborations with filmmakers [16].

以下文章来源于AI好好用 ，作者关注AI的 AI好好用 . 发现人工智能创新应用 编辑 | 杨文 上周的开发者大会， 谷歌冷不丁地掏出个 Veo3 就惊艳了全球。 很纳闷，谷歌到底还藏着哪些不为人知的好东西？于是我就去 Google Labs 转了转。 Google Labs：https://labs.google/experiments?category=all Google Labs 是一个实验性平台，用于展示和测试正在开发中的新技术和产品原型，用户可以提前体验和反馈未来可能发布的功能或服务。 为方便查找，网站分为「创造」、「学习」、「发展」、「玩」和「I/O 新品」五大类。 毫不夸张，里面塞满了各种稀奇古怪但莫名上头的 AI 工具。 比如通过上传主题图、场景图和风格图来混搭生成创意图像的 Whisk、能根据提示词生成最长 70 秒音乐的 MusicFX、一键就能把学术论文转成可收听对 话音频的 Illuminate，还有去年大火的 AI 播客 NotebookLM 、AI 家教 Learn About …… 今天我们就来介绍一款让世界名画「唱歌」的 AI 工具 —— National Gallery M ...

Group 1 - The author has a background in private credit and commercial real estate (CRE) mezzanine financing, indicating expertise in financial analysis and investment strategies [1] - The author has experience working with prominent CRE developers, suggesting a strong network and understanding of the real estate market [1] - The author is a fluent Mandarin speaker, which may provide advantages in dealing with Asian markets and investors [1] Group 2 - The article expresses the author's personal opinions and does not represent any business relationship with the companies mentioned, ensuring an independent perspective [2] - The author holds long positions in several major tech companies, indicating confidence in their future performance [2] - The content is based on personal research and experiences, which may not be suitable for all investors [3]

Here's what investors should know about Amazon and Alphabet. Apple is currently the third-most valuable company in the world with a market capitalization of $2.9 trillion. I think Amazon (AMZN 2.38%) and Alphabet (GOOGL 2.59%) (GOOG 2.54%) can top that figure before the end of 2026. Here's what that would mean for shareholders: Amazon's earnings growth slows to 26% annually in the next six quarters, its market value can reach $3 trillion with no change in the P/E ratio. I think that is plausible, so long as ...

Core Viewpoint - Alphabet has significantly reduced its stake in CrowdStrike by 83%, indicating a strategic shift in its investment approach within the cybersecurity sector [2][4]. Group 1: Alphabet's Investment Actions - Alphabet sold 83% of its shares in CrowdStrike, decreasing its holdings from 855,789 shares to 74,230 shares over the course of a year [4]. - The decision to sell comes after a period of stability in its investment, as Alphabet had not altered its position in CrowdStrike for three consecutive quarters prior to this sale [4]. Group 2: Performance of CrowdStrike - CrowdStrike's stock has increased by 43% since the end of Q1 2024, outperforming the S&P 500 and Nasdaq Composite, as well as many of its peers in the cybersecurity industry [6]. - Despite a public relations crisis last summer due to software bugs, CrowdStrike's stock has shown resilience and recovered from significant sell-offs [8]. Group 3: Reasons for Alphabet's Decision - Alphabet's decision to sell may be influenced by its recent acquisition of Wiz, which could enhance its competitive position in the cybersecurity market [9][10]. - The current financial guidance from CrowdStrike has not impressed investors, suggesting that Alphabet's timing in selling could be strategic [9]. Group 4: Valuation Insights - CrowdStrike's price-to-sales (P/S) ratio stands at 28.77, making it one of the most expensive stocks in its peer group, trailing only Cloudflare [12][14]. - The valuation of CrowdStrike appears to be stabilizing, with its P/S levels rebounding to pre-sell-off levels from last summer [15]. Group 5: Future Outlook - CrowdStrike is viewed as a compelling opportunity at the intersection of AI and cybersecurity, which are both expanding markets [17].

虽然皮查伊表示，他对艾维和OpenAI CEO山姆·奥特曼(Sam Altman)将要推出的产品感到兴奋，但他也 强调，随着AI推动行业变革，谷歌同样也在"进行大量创新"。不过，他也补充说，这并不意味着某种神 秘的AI硬件产品会取代人们今天使用的智能设备。(作者/箫雨) 他提到了艾维的辉煌履历，其中包括主导设计了多款标志性的苹果产品，如iMac、iPhone和Apple Watch。皮查伊表示，尽管他与艾维只见过几次面，但他本人以及科技行业中的许多人，长期以来一直 很推崇艾维的设计作品。 "我认为这非常令人振奋，"皮查伊说，"创新浪潮方兴未艾，而我认为人们往往低估了这一时刻的意 义。" 凤凰网科技讯 北京时间5月28日，据《商业内幕》报道，OpenAI上周通过近65亿美元的收购交易，与前 iPhone设计师乔纳森·艾维(Jonathan Ive)联手合作，这在科技行业引发热议。如今，谷歌CEO桑达尔·皮 查伊(Sundar Pichai)也加入了讨论行列，发表了自己的看法。 为了建立AI帝国，各大科技巨头都在招募顶尖人才。OpenAI则通过收购艾维旗下硬件公司io这笔交 易，与艾维设计公司LoveFrom合作 ...