同一天，硅谷模型三巨头连续发布了新的模型（到底也不知道谁截胡谁了）。 OpenAI 终于发布了新的开源模型，gpt-oss-120b 和 gpt-oss-20b，上次开源 GPT-2 已经是 6 年前的事情了。从目前的评测成绩来看，两款模型能力接近 o4- mini，虽然编程能力略弱，但这个 SOTA 级别的能力表现，很期待接下来的开源生态的发展。 DeepMind 也发了个大招，一个看起来基本进入可用阶段的世界模型 Genie 3，一句话直接生成可交互的 3D 世界、角色和道具，目前尚未对外开放，但演 示片很震撼。 Claude 发布了旗舰模型 Opus 的小版本升级——Claude Opus 4.1，编程能力依旧没得说，这次强化了 Agent 能力。 接下来，该期待 DeepSeek R2 了。 文章内容编译自「机器之心」、部分官博文章。 超 10000 人的「AI 产品市集」社群！不错过每一款有价值的 AI 应用。 邀请从业者、开发人员和创业者，飞书扫码加群： 进群后，你有机会得到： 01 OpenAI 开源两个推理模型， o4-mini 水平 最新、最值得关注的 AI 新品资讯； 不定期赠送热门新品的 ...

昨晚十点，谷歌 DeepMind 重磅宣布其 Genie 世界模型系列正式来到了第 3 代。 「Genie 3是我们突破性的世界模型，可以通过单个文本提示词创建交互式、可玩的环境。从照片般逼真的风景到奇幻的境界，可能性无穷无尽。」 相比于前一代 Genie 2 世界模型、使用扩散模型的游戏生成引擎 GameNGen 以及视频生成模型 Veo，最新的 Genie 3 在多个特性上都具有明显优势。 | | GameNGen | Genie 2 | Veo | Genie 3 | | --- | --- | --- | --- | --- | | Resolution | 320p | 360p | 720p to 4K | 720p | | Domain | Game-specific | 3D Environments | General | General | | Control | Game-specific | Limited keyboard / mouse actions | Video-level description* | Navigation; Promptable world events ...

美股科技巨头的这一轮疯涨还能持续多久？ 8月1日，美股大幅下跌、万亿美元市值蒸发。这场恐慌背后，是特朗普因就业数据"断崖式下修"怒炒劳工统计局局长，进而引发各界对官方数据的信任危 机。 与此同时，科技巨头们正值财报发布季，AI军备竞赛也不断推进：微软、Meta、谷歌、亚马逊豪掷近4000亿美金用于AI基础设施。 市场恐慌、分化加剧的大背景下，疯狂的AI投入能否撑起高估值？M7公司形成新平衡，谁又能笑到最后？ 本期我们将深扒财报季背后的真相：AI资本狂潮是蜜糖还是毒药？巨头们的分化背后，藏着怎样的投资逻辑？接下来，华尔街关注什么指标？ 美股出现恐慌性抛售，就业数据崩盘与信任危机 8月1号大跌最直接的导火索，是美国的就业数据"崩了"。 非农业就业数据一直都对股市非常重要。它是衡量美国经济活力的关键指标，也是美联储加/降息的重要决策依据。比如之前，美联储就一直坚称劳动力 市场很好，所以不需要降息。 而8月1号公布的数据相当糟糕：7月非农就业人数增加7.3万人，大幅低于预期的10.4万人。 更重要的是，美国劳工统计局，还对之前已经公布的5月和6月的数据，进行了大幅下调：5月的新增就业人数，从原来公布的14.4万人修改 ...

作者：情报员 本文源自：金融界 金融界2025年8月6日消息，国家知识产权局信息显示，谷歌有限责任公司取得一项名为"查询可重新开 始性"的专利，授权公告号CN113886430B，申请日期为2017年09月。 ...

克雷西 发自 凹非寺 量子位 | 公众号 QbitAI 只需一句话，就能生成可实时交互的3D世界。 刚刚，谷歌DeepMind发布了 新一代通用世界模型Genie 3 。 性能上，Genie 3相比上一代大幅升级，支持 720P画质，每秒24帧实时导航，以及分钟级的一致性保持 。 | Genie 2 | Genie 3 | | --- | --- | | 360p | 720p | | 3D Environments | General | | Limited keyboard / mouse actions | Navigation; Promptable world events | | 10-20 seconds | Multiple minutes | | Not real time | Real time | 前DeepMind科学家、AI 3D生成创业者Tejas Kulkarni受邀体验了Genie 3。 他使用Genie 3，生成了长达57秒的城市高空漫游场景 （下图为节选） ： Tejas评价，Genie通用性强，还能学习物理，而且拥有强大的记忆力。 看了Tejas的测试，Reddit网友直 ...

Market Overview - On August 5, U.S. stock indices opened high but closed lower, with the Dow Jones down 61.9 points at 44111.74, a decline of 0.14%; the Nasdaq fell 137.03 points to 20916.55, down 0.65%; and the S&P 500 dropped 30.75 points to 6299.19, a decrease of 0.49% [1] - Major tech stocks mostly declined, with Facebook down over 1%, Microsoft down over 1%, Nvidia down nearly 1%, Apple down 0.21%, Google down 0.19%, Tesla down 0.17%, while Amazon rose nearly 1% [3] Pharmaceutical Sector - Pharmaceutical stocks saw significant gains, with Pfizer closing up over 5% and UnitedHealth Group rising over 4% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell 0.56%, with mixed performance among popular Chinese stocks. Tianjing Bio surged over 15%, Zhihu rose over 6%, and Canadian Solar increased over 4%. However, companies like Lingzhong Portal fell nearly 20%, Yum China dropped over 6%, and Atour fell over 4% [4] Bond Market - U.S. Treasury yields generally rose, with the benchmark 10-year Treasury yield closing at 4.218% and the more rate-sensitive 2-year Treasury yield at 3.739% [5] Economic Indicators - The ISM reported that the U.S. services PMI for July was 50.1, below the market expectation of 51.5 and the previous month's 50.8, indicating near stagnation in service sector growth. Employment metrics fell from 47.2 to 46.4, the lowest since the pandemic began [6]

Group 1 - Google DeepMind has launched Genie 3, the first real-time interactive world model, leveraging over a decade of experience in simulation environments [1] - Genie 3 allows users to generate interactive 3D environments at 24 frames per second and 720p resolution, enabling immersive experiences similar to video games [1] - AI technology is increasingly integrated into various stages of game development, enhancing efficiency and expanding content supply [1] Group 2 - The penetration of AI in the game industrial development chain is expected to continue, with potential efficiency gains across all manufacturers [1] - Companies actively involved in the AI + game content sector include Kaiying Network, Giant Network, Shengtian Network, Fuchun Co., and Dihun Network [1]

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 谷歌DeepMind宣布推出第三代通用的世界模型Genie 3 ，可以生成前所未有的多样化交互式环境，给出 文本提示，Genie 3可以生成动态世界，可以以每秒24帧的速度实时导航，并以720p的分辨率保持几分 钟的一致性。与前代模型（如 Genie 1/2）和视频生成模型（如 Veo 2，Veo 3对直觉物理学的深刻理 解）相比，Genie 3是第一个允许实时交互的世界模型，同时 Genie 相比，其一致性和真实感也得到了 提升。 ...

Google’s NotebookLM is now available to younger users as competition in the AI education space intensifies | TechCrunch https://t.co/RPyX0l7S1h ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the performance of major US technology companies in Q2 2025, highlighting the impact of AI on their business models and market dynamics [1][3][7]. Core Insights and Arguments - **Strong Performance of Major Tech Companies**: Major tech stocks like Meta, Google, and Amazon reported better-than-expected earnings, indicating robust economic activity in the US. Meta's advertising and Amazon's e-commerce businesses showed significant growth [1][3][9]. - **AI Demand Surge**: There is a persistent high demand for AI computing power, with cloud providers emphasizing that downstream AI demand exceeds supply. Microsoft Azure's revenue grew by 39%, Google Cloud by 31.7%, and Amazon AWS by 17.5% [1][3][12]. - **AI Commercialization Progress**: The commercialization of AI is advancing steadily, with rapid growth in API calls related to AI products. AI is enhancing advertising algorithms and content engagement, driving revenue growth for Google and Meta [1][3][17]. - **Capital Expenditure Trends**: Tech giants are increasing their capital expenditure to address the supply-demand imbalance in data centers. Microsoft plans a 58.4% increase in capital expenditure for FY 2025, while Google raised its guidance from $75 billion to $85 billion [1][19][20]. Company-Specific Insights - **Meta**: Experienced an 11.5% stock price increase due to the success of its AI-driven advertising business, with a 22% net profit surprise [3][9]. - **Microsoft**: Stock rose by 8.28%, driven by accelerated growth in cloud services aided by AI, with a 3.6% revenue beat [3][9]. - **Google**: Stock increased by 1.73%, with both advertising and cloud services showing strong growth, although net profit was 14% below expectations due to losses in non-core operations [3][9]. - **Amazon**: The only major company to see a stock price decline (7%), attributed to slower AWS growth (17.5%) and declining profit margins [4][9][14]. Market Dynamics and Trends - **Valuation Levels**: The Nasdaq index's forward 12-month PE ratio is approximately 27.6, slightly below the five-year average of 28.2. However, some tech companies like Microsoft and Meta are trading at higher valuations than their historical averages [5][6]. - **AI Computing Sector Impact**: The AI computing sector has been a significant driver of stock performance, benefiting related fields such as cybersecurity and IT operations [6][7]. - **Emerging Competitors**: New companies like Oracle, Coreweave, and Databricks are emerging in the AI cloud service space, focusing on GPU-intensive computing and industry-specific AI services, leading to a trend towards multi-cloud deployments [3][16]. Important but Overlooked Content - **Supply Chain Challenges**: Amazon faces supply constraints in chip production and power supply, which may limit its ability to expand capital expenditures and infrastructure investments [14][15]. - **Long-term AI Potential**: Despite current challenges, Amazon's AWS may regain competitive advantage in the long run due to its cost optimization capabilities, particularly in the scaling phase of generative AI [15][16]. - **China Market Insights**: The performance of US tech giants in AI offers lessons for the Chinese market, emphasizing the importance of addressing AI computing demand and focusing on cost-effective models [21][22][23]. This summary encapsulates the key points discussed in the conference call, providing insights into the performance of major tech companies, the impact of AI on their business models, and the broader market dynamics.