截至2025年10月9日 10:22，恒生科技指数上涨0.52%，成分股ASMPT上涨10.54%，华虹半导体上涨6.32%，联想集团上涨3.84%，比亚迪电子上涨2.94%，蔚 来-SW上涨2.41%。恒生科技指数ETF上涨1.24%， 冲击3连涨。最新价报0.9元。拉长时间看，截至2025年9月30日，恒生科技指数ETF近2周累计上涨 2.79%，涨幅排名可比基金1/11。 流动性方面，恒生科技指数ETF盘中换手9.49%，成交4.62亿元。拉长时间看，截至9月30日，恒生科技指数ETF近1周日均成交7.59亿元。 据报道，10月9日凌晨，蚂蚁集团发布万亿参数的通用语言模型 Ling-1T。Ling-1T是蚂蚁百灵大模型Ling 2.0 系列的第一款旗舰模型，也是蚂蚁百灵团队迄 今为止推出的规模最大、能力最强的非思考大模型。 消息面上，OpenAI发布的Sora2标志着AI视频生成技术迈入新阶段，该模型已从实验性产品升级为面向大众的社交应用，支持多镜头连续性、角色一致性及 音视频同步，显著提升内容的真实感与观赏性。 华鑫证券认为，Sora2通过引入物理引擎和多样化风格选项，推动AI生成内容向更高质量演进， ...

技术的发展总是以指数级速度前进，而人类的认知往往停留在线性思维中 。 —— 凯文 ・ 凯利 2016年我还在红杉资本工作时，记得一位合伙人说过一句话：" 用户的眼睛往哪看，钱就该往哪投 ，哪怕眼下的商业模式还不清晰。" 当时头部资本都果断押注抖音、快手，正是因为看到大家刷公众号、微博的时间越来越少，捧着手机刷短视频的时间越来越长——图文向视频的转 型，就像当年短信被微信取代一样不可逆转。 可现在OpenAI推出的Sora2，让我有种似曾相识的感觉：这哪里是简单的转型？这分明是要把整个短视频行业的"老玩法"彻底推翻重建， 一场不留 情面的行业洗牌，已经近在眼前 。 现在很多人还在纠结Sora2生成的视频里，水滴溅落的样子有多真实，小狗跑起来的毛发有多自然，却没看透最核心的变化： 普通人做视频的门槛， 突然从 " 会拍会剪 " 降到了 " 会说话 " 。 我在腾讯支持内容生态业务的时候，当时行业里还流行把内容创作分两种：UGC（用户自己拍的）和PGC（专业团队做的）。 可 Sora2 一出来，这 两种分类瞬间就过时了 。 你想想，以前拍一条"穿越到侏罗纪"的视频，得租恐龙道具、找绿幕场地、花几天剪辑，普通人根本做 ...

用户可以通过文本提示生成视频，或对现有视频进行混音，并可添加视觉元素、叠加音乐、调整风格。 创作的视频可以发布在Vibes信息流、通过私信发送，或交叉发布到Instagram和Facebook。用户在 Instagram上看到的MetaAI生成视频也可直接跳转到MetaAI应用进行再创作。 Meta正式推出名为Vibes的AI视频创作平台，并将其集成到MetaAI应用中，允许用户创作、发现和分享 AI生成的短视频。该平台旨在降低创作门槛，提供灵感，并收集用户反馈以迭代其AI视频工具，标志 着Meta在AI生成内容领域的最新布局。 ...

9月24日消息，知名未来学家伯纳德·马尔（Bernard Marr）于近日发表对于AI的发展预测：到2026年， 人工智能将不再是人们挂在嘴边的热门话题，而是会像电力和互联网一样，悄无声息地融入我们生活的 方方面面。 马尔是一位享誉全球的未来学家、他还是畅销书作家，出版了超过20本畅销书且屡获大奖，包括《生成 式AI实战》等。马尔也是一位战略顾问，为许多世界知名组织提供咨询与指导，被领英评为全球排名 前五的商业影响者之一。 人工智能会迎来泡沫破裂吗？或许会。但马尔认为，即便AI领域出现类似2000年互联网那样的"泡沫"， 也不会阻挡它普及的脚步。从经济上看，市场会一直盯着那些大把烧钱搞AI的公司，看它们到底能不 能真的带来增长和利润。 而对于我们大多数人来说，最真切的感受将是AI如何一点一滴地改变我们的日常生活。 基于以上思考，马尔列出了以下八大趋势，它们将成为决定2026年及未来几年AI发展的关键： 趋势一、AI智能体：从"助手"到"管家" 2026年将是AI智能体真正普及的元年。简单来说，AI不再只是一个你问它答的工具，而是能主动帮你 办事的"管家"或"同事"。 比如，未来的ChatGPT不仅能回答问题、 ...

在连续增长了十年之后，音乐市场有点涨不动了。 从已经发布的数据看，今年上半年，美国、英国、德国、法国和韩国等全球主要音乐市场的数据都比2024年同期出现了明显的下滑。 2025年上半年，美国录制音乐市场的收入增长不到1%，德国的录制音乐市场只涨了1.4%，英国、法国、西班牙和意大利的增长也不如去年同期，而韩国 音乐消费去年至今一直萎靡不振。 自2015年止跌回升后，全球音乐产业享受了连续十年的增长，如今却似乎又走到十字路口，未来走向充满不确定性。 数据来源：IFPI 音乐市场涨不动了 0.9%，这是全球最大音乐市场美国今年上半年的成绩单。这是一个足以令人担心的数字，哪怕是在数据不太好看的2024年上半年，美国音乐市场也有4% 的增长。 虽说有报告分析认为中国、巴西和墨西哥等新兴市场仍然有望保持较快速度增长，并将担负起全球音乐市场持续增长的重任，但从今年上半年的数字上 看，在排名前列的几个主要市场活力不足的情况下，今年全球录制音乐市场能否保持增长，真不太好说。 按照这个趋势发展下去，美国音乐市场十年来首次负增长并非危言耸听。在2024年上半年只增长了4%的情况下，美国音乐市场全年的增幅只有2.7%。 （RIAA ...

Group 1 - The core viewpoint of the news highlights the recent research conducted by Zhengyuan Investment on a listed company, focusing on the growth potential of Chinese online content platforms, particularly in the short drama sector [1] - Chinese Online has adopted a content strategy based on "emotional resonance + social insight," achieving approximately 600,000 daily active users and over 10 million downloads, with nearly 60% of its revenue coming from English-speaking regions [1] - The company has launched over 2,000 short dramas and collaborates with more than ten overseas production companies, with a team of around 350 people [1] Group 2 - The Chinese short drama market is projected to reach a scale of 50.5 billion yuan in 2024 and is expected to grow to 63.43 billion yuan by 2025, indicating significant growth potential [1] - The overseas short drama market is estimated to have a potential value of up to 100 billion USD, suggesting explosive growth opportunities in the coming three years [1] - Chinese Online plans to leverage its "Zhongwen Xiaoyao" AI model to launch ten fully AI-generated works by the end of September 2025 and enhance return on investment (ROI) through the Xiaoyao Iagent system [1]

Core Insights - Baidu's Q2 2025 financial report indicates a revenue decline of 4% year-on-year, marking the weakest performance for the second quarter since 2023, with total revenue at 32.7 billion RMB [1][3] - The net profit attributable to the company increased by 33% year-on-year to 7.322 billion RMB, while the Non-GAAP net profit decreased by 35% to 4.795 billion RMB [1][3] Revenue Breakdown - iQIYI, a subsidiary of Baidu, reported a revenue of 6.6 billion RMB, down 11% year-on-year. Excluding iQIYI, Baidu's core business revenue was 26.25 billion RMB, a 2% decline [3][4] - Online advertising revenue, Baidu's largest income source, fell by 15% to 16.2 billion RMB, reducing its share of core revenue from 71.95% to 61.7% [4][5] AI Transformation - Baidu is undergoing a significant transformation towards AI, with a major search engine overhaul that allows for more complex queries and integrates AI-generated content [5][6] - AI-generated content in mobile search results increased from 35% in April to 64% in July, enhancing user experience but putting pressure on traditional advertising revenue [5][6] Business Performance - Non-advertising business revenue, including Baidu Cloud and smart driving, reached 10 billion RMB, a 34% increase year-on-year, with Baidu Cloud revenue growing by 27% to 6.5 billion RMB [6][7] - The company is facing short-term cash flow pressures due to increased investments in AI, with free cash flow reported at negative 4.7 billion RMB as of June 30, 2025 [6][7] Management Changes - Baidu's CFO position has seen frequent changes, with He Haijian taking over in July 2025, bringing extensive investment banking experience [7]

Group 1 - The core viewpoint of the article highlights that Baidu's revenue from digital humans increased by 55% quarter-over-quarter in Q2 [1] - Baidu's founder, Li Yanhong, stated that AI-generated content is gradually replacing static hyperlinks, with the proportion of AI-generated content in mobile search results rising from 35% in April to 64% in July [1] - Over 60% of the top search results on the Baidu app now feature rich media content [1] Group 2 - The revenue generated from digital humans in Q2 is approximately 500 million yuan [1]

Group 1 - The core point of the article highlights that over 50% of mobile search result pages contained AI-generated content as of the end of June, an increase from 35% in April [1] - By July, this figure rose to 64% for mobile search result pages containing AI-generated content [1] - The monthly active users of the Baidu app reached 735 million in June, representing a year-on-year growth of 5% [1] Group 2 - Managed page revenue accounted for 50% of Baidu's core online marketing business revenue in the second quarter of 2025 [1]

Group 1 - The core issue revolves around the misclassification of human-generated content as AI-generated, leading to significant consequences for creators [1][2] - A landmark case in Beijing highlighted the legal implications of such misclassification, where a user's comment was wrongly flagged as AI-generated, resulting in a court ruling that emphasized the need for platforms to provide reasonable grounds for their decisions [2][5] - The case reflects broader concerns about the role of algorithms in content moderation and the need for transparency and accountability in AI systems [3][4] Group 2 - The rise of AI-generated content has prompted educational institutions to implement strict regulations, such as AI detection thresholds for academic papers, which have proven to be inaccurate [3][4] - Recent regulations from Chinese authorities require AI models to label generated content, yet the complexity of real-world applications poses challenges for effective enforcement [4][5] - The balance of power and responsibility between platforms and users is crucial, as platforms are recognized as gatekeepers but must also be held accountable for their algorithmic decisions [5][6]