Investment Rating - The report maintains an "Overweight" rating for the computer industry, expecting the industry index to outperform the market index by over 10% in the next six months [2][33]. Core Insights - The report highlights a competitive landscape in AI applications among major internet companies, with significant cash giveaways during the Spring Festival to attract users and enhance engagement with AI products. This marks a new phase in AI application competition, aiming for widespread adoption and commercialization [2][28]. - The computer industry index has shown a decline of 5.32% over the past two weeks, underperforming the CSI 300 index by 5.37 percentage points, ranking last among 31 sectors. However, it has increased by 9.08% in January, outperforming the CSI 300 index by 6.40 percentage points [10][20]. - The current price-to-earnings (PE) ratio for the SW computer sector stands at 59.79 times, placing it in the 96.66 percentile for the past five years and 91.70 percentile for the past ten years, indicating high valuation levels [20][22]. Summary by Sections Industry Performance Review - The SW computer sector has experienced a two-week decline of 5.32%, ranking 31st among 31 sectors. In January, it rose by 9.08%, outperforming the CSI 300 index by 6.40 percentage points [10][13]. Valuation Situation - As of January 29, 2026, the SW computer sector's PE TTM is 59.79 times, indicating a high valuation compared to historical data [20][22]. Industry News - Major announcements include Tencent's cash giveaway of 1 billion RMB for the Spring Festival, the launch of new AI models by Alibaba and ByteDance, and price increases for server CPUs by Intel and AMD due to high demand [22][24][25]. Company Announcements - Notable company forecasts include iFlytek expecting a net profit of 785 million to 950 million RMB for 2025, and SuperMap Software projecting a profit turnaround from a previous loss [25][26][27]. Weekly Insights - The report emphasizes the strategic moves by leading internet companies to capture AI traffic during the Spring Festival, suggesting a focus on investment opportunities related to AI applications and partnerships with leading firms [28][29].

作者：Penny 有悲观者认为，OpenAI 的护城河看不到了。模型没有壁垒，ChatGPT 没有网络效应，流量和算力 比不过 Google，高价值任务落后于 Anthropic。 客观说，这些因素是有道理的，2026 年刚过一个月，模型的格局不仅没有更稳定，反而更激烈 了。这也是 OpenAI 这个公司自发布 ChatGPT 以来，第一次打这种逆风局。 但我们对 OpenAI 还是抱有乐观信心，认为 2026 年能迎来叙事反转。以下是我们的 9 个关键判 断。 Insight 01 OpenAI 受到 Gemini 的影响有多大？ OpenAI 受到 Gemini 的影响主要来自三个方面：叙事、模型、流量。 从叙事上看，影响最大。Google 王者归来，让 OpenAI 跌落 SOTA 位置。也让大众意识到，OpenAI 从 4o 之后一直没发出大幅提升的模型， 不是 scaling 出了问题，而是 OpenAI 的 scaling 出了问题。 叙事直接体现在股价上，Google 自 Gemini 3 发布后涨了 20%，软银（OpenAI 在二级市场的映射）跌了 17%。 Google 王者归来，Anth ...

以下文章来源于极客公园 ，作者桦林舞王 极客公园 . 用极客视角，追踪你最不可错过的科技圈。欢迎同步关注极客公园视频号 来源丨 极客公园（ID：geekpark） 作者丨 桦林舞王 编辑丨 靖宇 当地时间 1 月 28 日，微软发布了第二季度财报，明明财报营收暴涨，但是市场并不买账。 财报显示，公司第二季度营收 813 亿美元， 同比增长 17%，净利润更是飙升 60% 至 385 亿美元 。 其中，微软云业务收入首次突破 500 亿美元大关，达到 515 亿美元，同比增长 26% 。 这无疑是一份强劲的财报。然而，市场的反应却是股价在盘后一度下挫超过 8%。 CNBC 分析指出，下跌源于「云增长放缓以及微弱的利润率指引」。具体来看，被视为增长引擎的 Azure 云服务收入同比增长 39%，略低于市场预期的 40% 门槛。 投资者似乎对这家「AI 最大赢家」抱有永不满足的期待，任何增长放缓的迹象都会被放大。 但财报中一个更值得玩味的数据是： 微软云的合同积压（Remaining Performance Obligation）暴 增 110%，达到惊人的 6250 亿美元 。 CEO 萨提亚・纳德拉在财报中骄傲 ...

Core Viewpoint - Google has launched "Project Genie," a groundbreaking world model prototype that allows users to create interactive virtual worlds with just a sentence or an image, marking a significant advancement in the field of artificial general intelligence (AGI) [2][12]. Group 1: Project Genie Overview - Project Genie is built on the latest world model, Genie 3, and utilizes a self-regressive generation mechanism to create environments based on user descriptions and actions, rather than pre-recorded content [10][11]. - The quality of the generated virtual worlds is significantly higher than previous research demos, approaching that of mature gaming products, with a resolution of approximately 720p and a frame rate of 20-24 frames per second [7][16]. - The application potential of world models is vast, including areas such as autonomous driving simulations, environmental understanding for embodied intelligence, game development, film production, and interactive education [13][14]. Group 2: User Interaction and Experience - Users can select from predefined templates or fully customize their environments and characters, allowing for a unique virtual world creation experience [20][23]. - The system allows for real-time interaction, with a maximum exploration time of 60 seconds per generated world, and can remember key changes made by users for up to one minute [17][19]. - Despite its innovative features, early user experiences have highlighted limitations, such as low-quality generated worlds, simple structures, and occasional input delays affecting the overall experience [15][32]. Group 3: Future Implications and Concerns - The launch of Project Genie has sparked discussions about its potential impact on the gaming industry, with concerns that it may lead to job losses among game developers [30]. - Critics have pointed out that the generated worlds can lack depth and complexity, with limited interactive elements and occasional inconsistencies in the virtual environment [32][34]. - Google emphasizes that Genie is not a game engine but rather a tool for enhancing creativity and accelerating prototyping, with ongoing improvements expected as user feedback is collected [35][40]. Group 4: Development and Collaboration - The development of Project Genie involved extensive collaboration across various Google teams, highlighting the company's ability to integrate advanced technologies into user-friendly applications [48][51]. - The team acknowledges that while the current model has limitations, it represents a significant step towards creating interactive and immersive virtual experiences [41][46]. - Future iterations of the model aim to expand its capabilities and applications, particularly in entertainment and education, with a focus on personalized learning experiences [55][57].

首先我们要搞清楚一个概念，Project Genie 生成的本质上是一个实时渲染的交互环境。它的技术底座由三部分组成：负责图像控制的 Nano Banana Pro、 负责理解语言指令的 Gemini 模型，以及负责物理反馈的 Genie 3。 简单来说，它的机制和人类做梦的原理很像。 我们在做梦时，大脑会构建一个包含视听触觉的虚拟世界。虽然梦里的逻辑有时会跳跃，但沉浸感很强。Genie 其实就是让计算机学会「做梦」，并且允 许用户进入这个梦境进行互动。 此外，与 ChatGPT 这类基于文本统计规律的模型不同，Genie 3 本质上是一个「物理世界模型」。它虽然没学过物理公式，但通过观看几百万次物体运动 的视频，自己「学会」了重力、惯性这些物理规则。 体验 Project Genie 的方式也非常简单。 Google AI 产品宣传委员 Josh Woodward 就演示了全过程：他先把自己的照片转换成复古游戏风格的角色，然后上传到 Genie，输入「沙漠场景」和角色 描述。 点击生成后，他就能以牛仔的身份在沙漠里自由探索了。 https://www.youtube.com/watch?v=Ow0W3WlJ ...

来源：环球网 【环球网科技报道 记者 李文瑶】近日，全球人工智能领域接连迎来重磅消息。1月27日至30日，蚂蚁集 团旗下灵波科技连续四天密集开源发布四大核心模型——空间感知模型LingBot-Depth、具身大模型 LingBot-VLA、世界模型LingBot-World、具身世界模型LingBot-VA，构建了一套完整的开源具身智能开 发套件。尤为引人注目的是，就在蚂蚁灵波宣布其世界模型开源的次日，全球科技巨头谷歌紧随其后， 宣布面向美国特定用户开放其世界模型项目Project Genie的体验平台。 这一前一后的动作，标志着长期以来由少数巨头把持的世界模型壁垒，首次被中国科技企业以开源方式 撕开关键缺口，世界模型竞赛正从封闭研发加速转向开放生态的协同演进。 对此，德国财经媒体AdHocNews评论称，蚂蚁集团发布了名为 LingBot-World 的高质量机器人 AI 模拟 环境。这家中国金融科技公司完善了一套完整的开源工具包，用于物理 AI 系统的开发。这也是在全球 机器人领域话语权争夺战中的一项战略性举措。 蚂蚁灵波"四连发"，开源构建具身智能基座 自1月27日起，蚂蚁灵波开启了一场具身智能领域的模 ...

iPhone 17 air pro 新聞 AI 模式 全部 購物 国F 影片 知后 l 首 。 Al 摘要 iPhone 17 Air Pro is a rumored or conceptual model combining features c standard iPhone 17 and the high-end iPhone 17 Pro, focusing on powerful performance (A19 Pro chip) and a lighter, thinner design than the Pro Max, wil advanced cooling for sustained performance and a likely triple-camera system users who want Pro-level power in a more portable form factor than the bigge: model, but with more advanced features than the base iPhone 17. @ IT之家 1 月 30 日消 ...

国际最新研发深度学习模型：可预测DNA变异影响助力开发新疗法 中新网北京1月30日电 (记者 孙自法)国际学术期刊《自然》最新发表一篇基因组学论文称，谷歌研究团 队研发的一款深度学习模型AlphaGenome，能预测长达100万碱基对的DNA序列的功能。 研究团队认为，基于能预测DNA序列变异如何影响不同生物过程，AlphaGenome可用于理解遗传疾病、 改进基因检测，并为开发新疗法提供信息。 本项研究的AlphaGenome工作原理示意图(图片来自谷歌DeepMind)。施普林格·自然 供图 广告等商务合作，请点击这里 中新经纬版权所有，未经书面授权，任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview")，看更多精彩财经资讯。 该论文介绍，基因变异会影响生物学过程并可能引发疾病，但理解DNA序列变化如何影响其功能是个 难题。大多数变化(约98%)发生于非编码区域(不编码蛋白质但影响基因表达的DNA区域)，使得预测其 影响变得困难。要解决这一问题需要计算模型，现有的方法在序列长度和预测强度上必须做出取舍，但 AlphaGenome能在长DNA序列中做 ...

新华社伦敦1月29日电（记者郭爽）谷歌旗下"深层思维"公司29日在英国《自然》杂志刊发封面文章介 绍，该公司推出的AlphaGenome深度学习模型能解码人类基因组中98%对健康至关重要的"暗基因组"， 未来可用于深入了解遗传疾病、改进基因检测并为新疗法的研发提供信息。 ...

Investor Gary Black of The Future Fund LLC thinks that Alphabet Inc.-backed (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo's crash incident could also be a major setback for Tesla Inc.'s (NASDAQ:TSLA) autonomous driving efforts amid NHTSA scrutiny.‘Regulators Hit Pause Button,' Says Gary BlackIn a post on the social media platform X on Thursday, the investor cautioned the Tesla faithful against not rooting for Waymo to progress. "This should be obvious but don't root against Waymo on safety issues," Black said.He outli ...