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早报 | 美国征收欧盟汽车15%关税;张雪峰多个账号被禁止关注;北京大学教授俞孔坚在巴西坠机遇难;胖东来录取30名刑释人员
虎嗅APP· 2025-09-25 00:10
Group 1 - The U.S. government has officially announced the implementation of a trade agreement with the EU, imposing a 15% tariff on EU imported cars and automotive products starting from August 1 [1][3][4] - The announcement also includes exemptions for certain pharmaceutical compounds, aircraft parts, and other imported goods [2] Group 2 - Intel is reportedly seeking investment from Apple to help reverse its declining fortunes, with Intel's stock price increasing by 8% following the news [8] - Intel's CEO is actively looking for partners as part of a revival plan, and discussions with other companies regarding potential investments and collaborations are ongoing [9] Group 3 - The Chinese Ministry of Commerce held a roundtable meeting with Chinese enterprises in the U.S., discussing business conditions and cooperation opportunities in various sectors [10][11] - The Minister emphasized the importance of maintaining stable Sino-U.S. economic relations and protecting the legitimate rights of Chinese companies operating in the U.S. [11] Group 4 - Nvidia announced a significant investment of up to $100 billion in OpenAI to support the development of data centers equipped with Nvidia chips, raising concerns about potential "circular financing" issues [16] Group 5 - Xiaomi is set to hold a global launch event for its Xiaomi 17 series smartphones, featuring the latest Snapdragon 8 processor and a new operating system [29][30] - The event will also include a keynote speech by CEO Lei Jun, focusing on advancements in Xiaomi's chip technology and automotive projects [30]
通义千问推出Qwen3-Max;马斯克回应OpenAI与英伟达合建10吉瓦数据中心:xAI将第一个实现丨AIGC日报
创业邦· 2025-09-25 00:09
Group 1 - Core viewpoint: The article discusses significant advancements in AI technology and the competitive landscape among major players like OpenAI, xAI, and Alibaba [2] Group 2 - OpenAI and NVIDIA have announced a strategic partnership to deploy a 10-gigawatt AI data center, raising questions about the implications for xAI [2] - xAI aims to be the first to achieve 1 gigawatt of coherent training computation, with ambitions to reach 10 gigawatts, 100 gigawatts, and even 1 terawatt [2] Group 3 - Tongyi Qianwen has launched Qwen3-Max, which has surpassed GPT-5-Chat in the LMArena text ranking, showcasing advancements in code capability and agent functionality [2] - The formal version of Qwen3-Max has achieved industry-leading performance in knowledge, reasoning, programming, instruction adherence, human preference alignment, agent tasks, and multilingual understanding [2] Group 4 - Alibaba is set to launch the world's first cross-border e-commerce AI agent named "Ao Xia," currently in internal testing and expected to go live in November 2025 [2] - This product is aimed at overseas small and medium-sized buyers, marking a significant step in cross-border e-commerce [2] Group 5 - Jieyue Xingchen has introduced a desktop agent capable of executing complex tasks for users, including local file management and internet browsing [2] - The Mac version of this AI desktop partner is currently in internal testing, with a Windows version expected to follow soon [2]
升级800V架构,2026款沃尔沃EX90官图发布;日本久保田展示氢燃料自动驾驶拖拉机丨汽车交通日报
创业邦· 2025-09-24 13:37
1.【中国中车旗下大同电力机车公司增资至11.4亿】天眼查App显示,近日,中车大同电力机车有限 公司发生工商变更,注册资本由6.56亿人民币增至11.4亿人民币,同时部分高管发生变更。中车大同 电力机车有限公司成立于2003年2月,法定代表人为付拥军,经营范围包括铁路机车车辆制造、铁路 机车车辆设计、铁路机车车辆维修等。股东信息显示,该公司由中国中车全资持股。(搜狐) 2. 【华为引望公布车辆行驶陪伴专利,可使远端用户身临其境体验行驶过程】天眼查App显示,近 日,深圳引望智能技术有限公司申请的"一种车辆行驶陪伴方法及装置"专利公布。摘要显示,本申请 提供了一种车辆行驶陪伴方法及装置。通过同步传输第一车辆在第一时间的视频数据和第一车辆在第 一时间的行驶数据,可以实现第一车辆在第一时间的视频画面和行驶状态的同步还原,从而可以实现 远端用户能够身临其境地体验第一车辆的行驶过程,使得远端用户能够与第一车辆的驾驶员同步共享 整个行程。(东方财富网) 3. 【日本久保田展示氢燃料自动驾驶拖拉机】当地时间9月22日,日本久保田公司在大阪·关西世博 会会场公开由氢燃料电池驱动的自动驾驶拖拉机概念款。该拖拉机长4.38米、 ...
AIGC如何为短视频营销全链路提效80%【502线上同行】
虎嗅APP· 2025-09-24 13:10
Core Viewpoint - The article discusses the challenges faced by local brands and overseas e-commerce in producing high-quality content efficiently amidst increasing competition in e-commerce and the rise of short videos as a key marketing tool [4]. Group 1: Event Overview - The event features four industry experts who will share practical cases and insights on how AIGC (Artificial Intelligence Generated Content) can overcome the bottlenecks in short video creativity and efficiency [4][6]. - The event aims to address common challenges such as the shortening lifecycle of viral products, high influencer costs, and low ROI in content production [4]. Group 2: Expert Contributions - **Jinli Intelligent**: Introduced "Super Smart Editing" and AIGC digital human platform, providing short video operations and private domain conversion solutions for major clients like Futian Automobile and Xinhua Education Group [6]. - **Changlei Capital**: Views AI marketing as a core scenario for "China SaaS to overtake," focusing on content generation, intelligent delivery, and customer conversion [6]. - **Tezan Technology**: Shares a "five-step closed loop" method for short video production, showcasing a case where a leading fast-moving consumer goods brand achieved daily content output in the tens of millions, reducing production costs by over 50% and increasing efficiency by nearly 80% [6]. - **Shumei Technology**: Discusses the growing issues of content compliance and data security with the implementation of generative AI, emphasizing the need for a robust defense and public opinion response mechanism [6]. Group 3: Event Value - The event will provide practical case studies from companies like Futian Automobile and Xinhua Education Group, dissecting how AIGC can be applied in short video production and marketing [7]. - It will address key challenges such as localization, scalability, cost ROI, and influencer marketing dilemmas [7]. - Future trends discussed will include AI head swapping, localization in 41 languages, digital human live streaming, and matrix operations for short videos [7].
阿里巴巴美股盘前大涨超9%
编辑丨朱益民 许久不见,阿里在一日之内,"利好"堆积如山。 9月24日,杭州云栖小镇成为全球科技界的焦点。阿里巴巴云栖大会以"云智一体·碳硅共生"为主题科技 大会,发布了包括新的"ASI"概念,海量算力投入计划,以及超节点高密度算力集群设备发布,并再次 点燃了资本市场对阿里与AI产业链的热情。 记者丨赵云帆 最引人关注的是阿里云对算力基础设施的巨额投入。吴泳铭表示:"为了迎接ASI时代的到来,对比 2022年这个GenAI的元年,到2032年阿里云全球数据中心的能耗规模将提升10倍。"这意味着阿里云算 力投入将指数级提升。 阿里云还展示了超大规模集群、分布式训练、推理加速等能力,并首次展出单柜支持144个计算节点的 高密度AI服务器和新一代高性能网络架构HPN8.0。 受云栖大会利好刺激,A股市场阿里概念股表现活跃。截至收盘,杭钢股份、中电鑫龙、市北高新等多 股涨停。 AIGC类企业也纷纷发力,其中东软集团、科大讯飞涨超6%,阳光电源、东软载波、巨人网络、万润科 技涨超5%,昆仑万维、金桥信息涨超4% 无独有偶,就在隔夜,被华尔街俗称"木头姐"凯茜·伍德(Cathie Wood)披露了其方舟投资(Ark in ...
微短剧进入“下半场”,AI为创作带来新方向
Xin Jing Bao· 2025-09-24 11:48
技术创新AI全方位塑造短剧创作路径 在于轲看来,目前短剧基本上进入到"下半场"阶段,在精品化和降本增效的双重压力下该如何破局?答 案就是技术创新。AI正在全方位地塑造整个短剧的创作路径,有了AIGC的工具,能够看到创作者可以 实现超现实的想象力,AIGC在技术革命中对于有想法的创作者带来了内容的平权。 新京报讯(记者刘玮)9月24日,由北京市广电局承办,百度APP协办的2025北京文化(000802)论 坛"热AI无限,剧力生长:微短剧内容与技术创新沙龙"在北京朗园举办。本次北京文化论坛秉持着"传 承·创新·互鉴"的精神,奏响"文化与科技融合"的年度之音,而"微短剧内容与技术创新沙龙"作为北京文 化论坛的20余个专业沙龙之一,与业内众多微短剧公司、高校学者、行业专家共话AI时代微短剧的破 圈和突围之道。到场嘉宾通过交流,凝聚行业共识,共同推进AI技术和微短剧的高质量融合创新和发 展。AI技术为创作带来了新的方向和希望,技术正在做的不仅仅是简单的普惠,更重要的是一场深刻 的赋能,把内容的创作权、话语权真正交到更广大的创作者手里。 内容的需求与技术赋能的双重胜利 本次沙龙在百度副总裁、百度信息分发平台总经理李小婉 ...
阿里巴巴美股盘前大涨超9%
21世纪经济报道· 2025-09-24 11:21
Core Insights - Alibaba's recent cloud conference highlighted significant investments in AI and cloud infrastructure, igniting market enthusiasm for the company and its role in the AI industry [1][3] - Cathie Wood's Ark Investment disclosed a $21 million investment in Chinese tech stocks, including $16.13 million in Alibaba, further boosting investor confidence [1] - Following these developments, Alibaba's stock surged over 9% in both Hong Kong and U.S. pre-market trading [1] Investment and Strategic Direction - Alibaba plans to increase its capital expenditure from 380 billion yuan, aiming to enhance its global data center energy capacity by tenfold by 2032 [3] - The introduction of the "Super Artificial Intelligence" (ASI) concept positions Alibaba to create an "Android system for the AI era," emphasizing an open-source approach [3] - The company showcased advanced capabilities in large-scale clusters and high-density AI servers, indicating a substantial increase in computational power [3] Market Reactions and Stock Performance - The stock performance of Alibaba's related companies, such as Hangzhou Steel and China Electric Power, saw significant gains, reflecting the positive market sentiment [4] - Southbound capital has consistently increased its holdings in Alibaba, reaching 2.013 billion shares, marking the 26th consecutive trading day of net buying [4] - Goldman Sachs raised its price target for Alibaba's U.S. stock from $163 to $179 and its Hong Kong stock target from 158 HKD to 174 HKD, maintaining a "buy" rating based on optimistic AI-driven growth expectations [4]
游戏板块午后异动拉升,游戏ETF(159869)现涨近4.5%
Mei Ri Jing Ji Xin Wen· 2025-09-24 09:26
9月24日午后,游戏板块异动拉升,游戏ETF(159869)现涨近4.5%。游戏ETF(159869)近10个交易日累计获得资金净流入达10.36亿 元,备受资金青睐。个股方面,吉比特涨超8%创新高,神州泰岳、恺英网络、巨人网络跟涨。消息面上,广发证券研报指出,游戏行业方 面,腾讯《三角洲行动》新赛季上线后登顶iOS畅销榜,呈现长青竞技游戏特点。此外,恺英网络传奇盒子整合加速,与头部厂商签订品牌专 区合作协议,有望在三季度形成业绩增量。 万联证券认为,2025H1传媒板块整体业绩表现回升向好,板块表现有所分化,2025年Q2游戏板块业绩表现显著回升,从中长期来看,预 计随着内容供给逐步恢复,AI等技术赋能持续深化,叠加政策支持及消费回暖预期,行业景气度有望得到修复,建议关注影视院线、游戏等 领域业绩表现亮眼的公司,并关注布局数字资产、应用AIGC相关技术的公司。 游戏板块具备AI、内容、商业化模式变革多点催化,游戏ETF(159869)跟踪中证动漫游戏指数,反映动漫游戏产业A股上市公司股票的 整体表现,关注游戏ETF(159869)布局机会。 (责任编辑:张晓波 ) 【免责声明】本文仅代表作者本人观点,与和讯 ...
蔚领时代发布沉浸式XR影视作品《木兰2125》
Huan Qiu Wang· 2025-09-24 09:11
Core Insights - The article discusses the launch of the immersive XR film "Mulan 2125" by Weiling Era, highlighting the transformation of entertainment through XR technology [1][2] - "Mulan 2125" is a 3A-level immersive XR production that will be commercially operated at the Beijing 798 Super Dimension VR Cinema [1] - The film adopts a series format, allowing for richer storytelling compared to traditional XR content, which typically lasts 20-30 minutes [1] Technology and Production - Weiling Era utilizes AI to optimize production processes, significantly reducing the content production cycle and overcoming traditional efficiency bottlenecks [1] - The company has developed its own XR holographic streaming technology to meet the high computational demands of real-time rendering, enabling seamless, high-definition experiences for users [1] - The film features a comprehensive production process with high-level CG capabilities across art, visual effects, sound design, and action design, creating immersive scenes that engage the audience's senses [2] Recognition and Distribution - "Mulan 2125" was selected for the immersive competition section of the 82nd Venice International Film Festival, marking it as the only independently produced entry from mainland China this year [2] - The film is set to be available on major immersive headset platforms, including Meta Quest and Apple Vision Pro [2]
阿里AI“大招连击”,总市值涨出三千亿!
Group 1 - Alibaba's cloud conference on September 24 highlighted significant investments in AI and cloud infrastructure, with a focus on the new "ASI" concept and plans for massive computing power investments [1][2] - Cathie Wood's Ark Investment disclosed a $21 million investment in Chinese tech stocks, including $16.13 million in Alibaba, further boosting market sentiment [1] - Following the conference and investment news, Alibaba's stock rose by 9.16% to HKD 174.0, with a market capitalization exceeding HKD 3.3 trillion [1] Group 2 - Alibaba Cloud's strategy in the AI era was outlined, with a goal to increase global data center energy consumption by tenfold by 2032 compared to 2022 [2] - The conference showcased advanced capabilities in large-scale clusters and high-density AI servers, indicating a significant leap in computing power investment [2] - Related stocks in the A-share market saw active performance, with several companies, including Hangzhou Steel and Zhongdian Xilong, hitting their daily price limits [2][3] Group 3 - Southbound capital has consistently increased its holdings in Alibaba, reaching 2.013 billion shares, marking the 26th consecutive trading day of net buying [3] - Goldman Sachs raised its price target for Alibaba's U.S. stock from $163 to $179 and for its Hong Kong stock from HKD 158 to HKD 174, reflecting optimism about Alibaba Cloud's valuation and AI-driven growth [3]