SIASUN(SZ:300024) Guan Cha Zhe Wang·2025-08-22 01:06Group 1 - DeepSeek officially released version V3.1, featuring a hybrid reasoning architecture that supports both thinking and non-thinking modes, with improved efficiency and enhanced agent capabilities through post-training optimization [1] - Baidu launched the 2.0 version of its MuseSteamer model, achieving integrated audio and video generation for multiple users, with various performance tiers available for enterprise users [1] - Kuaishou reported a 13.1% year-on-year revenue growth to 35 billion yuan in Q2 2025, with adjusted net profit reaching 5.6 billion yuan, a 20.1% increase [2] Group 2 - Meta has paused hiring for its new AI department as part of a broader restructuring effort aimed at establishing a solid framework for its new superintelligence business [3] - Vivo introduced its first mixed reality headset, the Vivo Vision Exploration Edition, which features customizable magnetic lenses for users with myopia [4] - TianTai Robotics signed the world's largest single order for humanoid robots, totaling 10,000 units, marking a significant milestone in the humanoid robotics industry [5] Group 3 - Bilibili reported a net revenue of 7.34 billion yuan in Q2 2025, a 20% increase year-on-year, with a net profit of 218 million yuan, reversing a loss from the previous year [6][7] - Bilibili's advertising revenue grew by 20% to 2.45 billion yuan, while its gaming revenue surged by 60% to 1.61 billion yuan, contributing to a 46% increase in gross profit [6][7]