Core Viewpoint - Meta Platforms has acquired WaveForms AI, a startup focused on AI emotion recognition and audio simulation, as part of its ongoing adjustment to its AI strategy [1][2]. Group 1: Acquisition Details - WaveForms AI was founded by Alexis Conneau and Coralie Lemaitre, who have significant experience in audio research and advertising strategy, respectively [2]. - The acquisition reflects Meta's broader strategy to enhance its AI audio capabilities, following recent hires from other AI companies [2]. Group 2: Strategic Implications - The acquisition may help Meta achieve its vision of having an AI assistant available for continuous dialogue, as stated by CEO Mark Zuckerberg [3]. - Meta has been actively recruiting talent from competitors like OpenAI and Google to bolster its new AI lab, which is co-led by Scale AI's CEO [2][3].

2025.08. 08 本文字数：1927，阅读时长大约3分钟 作者 | 第一财经 程程 OpenAI的第二个海外数据中心项目相中了挪威。 近日，OpenAI宣布将与英国AI云基础设施提供商Nscale和挪威能源基础设施公司Aker合作，在挪威建设一个名为"星际之门挪威（Stargate Norway）"的人工智能合作项目。这是"星际之门"在美国外的第二个项目，也是OpenAI在欧洲的首个数据中心计划。 该项目选址落在挪威北部港口城市纳尔维克（Narvik）郊外的克万达尔（Kvandal）。 挪威的人口集中在南部城市，而星际之门项目所在的纳尔维克则位于北极圈内，地广人稀。国际能源署（IEA）2022年发布的报告显示，挪威北部电 网由132kV薄弱线路组成，南北输电能力不足导致价格差异较大。 就在两个多月前，OpenAI宣布了"星际之门阿联酋（Stargate UAE）"项目，挪威为何成为了"星际之门"项目"全球版"的第二站？ 资源和地理位置 OpenAI在声明中解释了选址理由：纳尔维克丰富的水力发电资源、低成本能源、凉爽气候以及成熟的工业基础，使其成为部署大规模、可持续AI算力 的理想地点。 据相关声明，该项 ...

等了多年的 GPT-5，终于在这个凌晨发布了。 我们一脸的期待，直播中 OpenAI 几位核心人员的紧张也肉眼可见。 直播过程中，奥特曼也是连发十几条推特，介绍 GPT-5 的看点。 因为信息点比较多，我们就以奥特曼的推特内容为依据为大家一一介绍。 首先，这是一个集成模型。也就是说，你用它的时候不需要在不同模型之间切换，它会自己决定何时需要深入思考。 尽管奥特曼强调 benchmark 不重要，但他们还是晒出了不少跑分结果，比如在数学、编程、视觉感知和健康领域。具体跑分如下： 数学领域：在 2025 年 AIME 测试中无工具辅助达到 94.6% 实际编程应用：SWE-bench Verified 达到 74.9%，Aider Polyglot 达到 88% 通过 GPT-5 pro 的扩展推理能力，该模型还在 GPQA 测试中创造了新的 SOTA，在无工具辅助的情况下得分 88.4%。 费用方面，GPT-5 分为免费版、Plus 和 Pro 计划。根据奥特曼的说法，免费版也能用上「博士级别的智能」（GPT-5 普通版，但带推理功能），Plus 用户 在使用频率上限制更少，而 Pro 用户可以用上 GPT-5 ...

I mean, I think it's pretty unique at OpenAI to be able to work on something that's so generally useful. I mean, it's like everything they tell you not to do at a startup. It's just like your user is anyone.You just kind of take it for granted that you literally have this like wizard in your pocket. We're trying to make the most capable thing. And we're also trying to have as make it useful to as many people as possible and accessible to as many people as possible.If this exponential is true, like there's n ...

Core Insights - OpenAI has launched GPT-5, claiming it to be the most intelligent and fastest model to date, with advanced capabilities in various fields such as programming, mathematics, writing, health, and visual intelligence [2][3] - GPT-5 is available to all users, with Plus subscribers gaining access to the pro version sooner [2] - The model has shown significant improvements in coding, writing, and reasoning capabilities compared to its predecessors [3][5] Performance Metrics - In benchmark tests, GPT-5 scored 94.6% and 100% in AIME2025 tests, outperforming previous models [4] - In expert-level math tests, GPT-5 scored 13.5% and 32.1%, while in PhD-level science questions, it scored 85.7% and 89.4% [4][5] - GPT-5 demonstrated superior performance in software engineering and multi-language code editing tests, scoring 74.9% and 88% respectively [5] Improvements and Features - GPT-5 has reduced the number of tokens generated by 50% to 80% in various reasoning scenarios, indicating more efficient output [6] - The model has a lower hallucination rate compared to previous versions, with a 45% reduction in factual errors during web searches [6] - OpenAI has reduced the tendency of GPT-5 to flatter users, with the probability of such behavior dropping from 14.5% to below 6% [6] Pricing and Market Position - GPT-5 offers competitive pricing for API services, with input and output costs lower than previous models [7] - The time gap between the launches of GPT-4 and GPT-5 is approximately two and a half years, indicating a slower update pace [7][8] - Despite the advancements, some benchmark scores of GPT-5 are not significantly different from earlier models, raising questions about its position in the AI landscape [8] Industry Reactions - The launch of GPT-5 has drawn mixed reactions, with some industry figures expressing pride in competing models outperforming GPT-5 in specific benchmarks [8]

2025年08月08日 国泰君安期货商品研究晨报-贵金属及基本金属 观点与策略 | 黄金：非农数据走弱 | 2 | | --- | --- | | 白银：小幅反弹 | 2 | | 铜：美元下跌，支撑价格 | 4 | | 锌：区间震荡 | 6 | | 铅：LME注销仓单增加，支撑价格 | 8 | | 锡：区间震荡 | 9 | | 铝：价格承压 | 11 | | 氧化铝：震荡回落 | 11 | | 铸造铝合金：跟随电解铝 | 11 | | 镍：多空博弈加剧，镍价窄幅震荡 | 13 | | 不锈钢：供应弹性现实与宏观预期博弈，钢价震荡 | 13 | 国 泰 君 安 期 货 研 究 所 请务必阅读正文之后的免责条款部分 1 期货研究 商 品 研 究 商 品 研 究 2025 年 8 月 8 日 黄金：非农数据走弱 白银：小幅反弹 | 王蓉 | 投资咨询从业资格号：Z0002529 | wangrong013179@gtjas.com | | --- | --- | --- | | 刘雨萱 | 投资咨询从业资格号：Z0020476 | liuyuxuan023982@gtjas.com | 【基本面跟踪】 贵金属基本面 ...

2025.08. 08 "这是我们迄今为止最智能、最快、最有用的模型，有内置思维能力，可以将专家及智能交到每个人手中。"OpenAI表示，这款模型在编程、数学、写 作、健康、视觉智能等领域有最先进的性能，且知道何时应该快速响应、何时应该思考更长时间。目前GPT-5可供所有用户使用，但免费用户还需要 等待几天时间才能使用完整的推理功能，Plus订阅用户则能访问GPT-5 pro。 "感谢我们在微软、英伟达、甲骨文、谷歌和coreweave的合作伙伴。有大量的GPU加班工作，让这（GPT-5推出）成为可能。"OpenAI CEO山姆·奥 尔特曼（Sam Altman）表示。 在编码方面，用户只需要提示，GPT-5就能生成网站、应用程序和游戏。在OpenAI展示的案例中，要求创建一个滚球小游戏，在提示词中提到游戏的 目的是让球越过障碍物、提高速度并提供有趣的声音、角色卡通等，就能生成一个简单的小游戏。 在写作方面，GPT-5可以用于起草和编辑报告、电子邮件、备忘录等。根据OpenAI的演示，输入相同的提示词，要求GPT-4o和GPT-5一首能体现感 情的短诗，描述京都的一名寡妇不断在各种地方发现已故丈夫的袜子。记者 ...

Market Overview - The Shanghai Composite Index reached a new high of 3645.12 points during the trading session, closing at 3639.67 points, up 0.16% [1] - The Shenzhen Component Index fell by 0.18% to 11157.94 points, while the ChiNext Index decreased by 0.68% to 2342.86 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 185.28 billion yuan, an increase of approximately 93 billion yuan from the previous day [1] Sector Performance - The pharmaceutical, insurance, steel, and automotive sectors experienced declines, while the semiconductor sector saw gains [1] - The rare earth sector surged in the afternoon, with active movements in brain-computer interface and consumer electronics concepts [1] Economic Indicators - China's GDP grew by 5.3% year-on-year in the first half of the year, indicating steady economic performance despite external and internal challenges [1] - The overall macroeconomic fundamentals remain strong and resilient, with corporate earnings expected to gradually improve due to favorable policies [1] Investment Opportunities - Rare earth prices are projected to rise, with praseodymium-neodymium oxide averaging 421,000 yuan/ton, up 13.06% year-on-year, and terbium oxide at 6.604 million yuan/ton, up 12.9% [2] - The implementation of the "Rare Earth Management Regulations" is expected to lead the industry into a new era of high-quality and standardized development [2] Solid-State Battery Industry - The solid-state battery industry is approaching a turning point, with significant market growth anticipated from 2024 to 2030 [3] - The domestic shipment of solid-state batteries is expected to increase from approximately 7 GWh in 2024 to over 65 GWh by 2030 [3] AI Development - OpenAI has officially released GPT-5, which is described as the best writing, coding, and medical model to date, indicating a significant advancement in AI applications [4] - The new generation of AI applications is expected to drive demand for computational power in the reasoning sector [4] Robotics and Brain-Computer Interface - The 2025 World Robot Conference is set to take place, showcasing over 1,500 exhibits from more than 200 domestic and international robotics companies [5][6] - A joint initiative by seven departments aims to promote innovation in the brain-computer interface industry, targeting breakthroughs in key technologies by 2027 [6] Renewable Energy Pricing - Shandong Province has introduced a market-oriented pricing reform for renewable energy, allowing wind and solar projects to enter the electricity market [7]

21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 GPT-5正式发布，刷新评分新高 OpenAI首席执行官Sam Altman转发了关于GPT-5模型的测试帖，帖文称该模型在各领域均位居榜首：在 文本、网页开发和视觉领域排名第一；在高难度提示词、编程、数学、创意创作、长查询等更多领域排 名第一。Sam Altman还表示，GPT-5采用集成模型，这意味着不再需要模型切换器，模型自己将能够决 定何时需要更加深入地思考。今天将向免费用户、Plus用户、Pro用户和团队用户推出。下周向企业用 户和教育用户推出。 微信官方重申不做"已读"功能 8月7日，微信官方重申，微信从一开始就没有已读功能，以后也不会有。关于微信不做"已读"状态的思 考，腾讯公关总监张军在一档播客节目中表示，微信的存在不是为了增加大家的社交压力，"我觉得这 个可能是最开始大家考虑最多的东西"。 消息称OpenAI将向每名员工提供150万美元奖金，以抵御Meta高薪挖角 据报道，OpenAI将在两年内为每位员工提供150万美元的奖金 ...

21世纪经济报道新质生产力研究院综合报道 【巨头风向标】 GPT-5正式发布，刷新评分新高 OpenAI首席执行官Sam Altman转发了关于GPT-5模型的测试帖，帖文称该模型在各领域均位居榜首：在 文本、网页开发和视觉领域排名第一；在高难度提示词、编程、数学、创意创作、长查询等更多领域排 名第一。Sam Altman还表示，GPT-5采用集成模型，这意味着不再需要模型切换器，模型自己将能够决 定何时需要更加深入地思考。今天将向免费用户、Plus用户、Pro用户和团队用户推出。下周向企业用 户和教育用户推出。 微信官方重申不做"已读"功能 8月7日，微信官方重申，微信从一开始就没有已读功能，以后也不会有。关于微信不做"已读"状态的思 考，腾讯公关总监张军在一档播客节目中表示，微信的存在不是为了增加大家的社交压力，"我觉得这 个可能是最开始大家考虑最多的东西"。 消息称OpenAI将向每名员工提供150万美元奖金，以抵御Meta高薪挖角 据报道，OpenAI将在两年内为每位员工提供150万美元的奖金，包括新入职的员工，以抵御扎克伯格旗 下Meta的高薪挖角攻势。周四，Hyperbolic联合创始人兼首席技术 ...