美国设计软件开发商Figma盘前涨2.4%。消息上，Figma和Google Cloud表示，他们正在扩大合作伙伴关 系，将更多Google的生成式人工智能技术整合到Figma的设计和产品开发工具中。根据此次合作， Figma将利用Google的Gemini AI模型-包括Gemini 2.5 Flash、Gemini 2.0和Imagen 4-为其平台上的图像生 成和编辑提供支持。(格隆汇) | FIG Figma Inc | | | | --- | --- | --- | | 87 940 J -3.140 -4.42% | | 收盘价 10/09 15:59 美东 | | 69.570 1.630 +2.40% | | 盘前价 10/10 05:09 美东 | | 三月24日 9 日 9 日 9 時 2 時 1 時 2 時 1 時 2 時 1 時 | | ● 快捷交易 | | 最高价 70.790 | 开盘价 70.160 | 成交量 1143.05万 | | 最低价 67.148 | 昨收价 71.080 | 成交额 7.82亿 | | 平均价 68.378 | | 市盈率TM 317.48 总市值 ...

撰文丨王聪 编辑丨王多鱼 排版丨水成文 世界卫生组织 （WHO） 曾发一份多重耐药菌名单，统称为 ESKAPE ， 代表了六种最棘手、最常见的多重耐药细菌， 名单之首是 耐碳青霉烯类鲍曼不动杆菌 （CRAB） 。碳青霉烯类抗生素是所有其他治疗手段都失败时的"最后一道防线"，但其极易受到抗生素耐药性的出现和传播的影响。鉴于这一紧迫问题，人们越 来越关注 抗菌肽 （AMP） 作为传统抗生素的有前景替代品。 与传统抗生素相比， 抗菌肽 （AMP） 因其广谱活性、快速杀菌机制以及诱导耐药性的可能性较小，成为很有前景的抗生素替代品。发现针对临床多重耐药菌的 新型抗菌肽，对于应对持续的抗生素耐药危机至关重要。 2025 年 10 月 3 日，山东大学齐鲁医学院 张磊 教授、 赵国平 教授团队在 Nature 子刊 Nature Microbiology 上发表了 题为： A generative artificial intelligence approach for the discovery of antimicrobial peptides against multidrug-resistant bacteria ...

Group 1 - The core viewpoint expressed by Michael Barr is the concern that further interest rate cuts may exacerbate inflation risks, making the decision for potential cuts in October a "difficult choice" [1] - Barr indicated that the decision to cut rates in September was primarily based on a cautious assessment of the labor market, suggesting that if there were no concerns about the labor market, a cut would not have been necessary [1] - He emphasized the importance of balancing various objectives, including price stability and full employment, which reflects the independence of the central bank [1] Group 2 - In terms of macroeconomic fundamentals, Barr stated that the overall household balance sheet situation is relatively good and that there is no evidence of an economic boom driven by credit [2] - He noted that the wealth effect may be contributing to consumer spending growth [2] - Regarding balance sheet operations, Barr mentioned that the progress in balance sheet normalization has been quite smooth and highlighted the importance of having effective policy rate "ceiling tools" [2]

Core Insights - The virtual digital human industry is experiencing significant growth due to advancements in generative AI, VR, and AR technologies, becoming a new engine for digital economic development [1][4] - Virtual digital humans play a crucial role in the digital transformation of traditional industries, offering both substitution and enhancement effects, which can lower labor costs and improve service efficiency [2][3] Group 1: Industry Applications - Virtual digital humans are being applied across various sectors including media, entertainment, finance, education, healthcare, agriculture, and government [1] - They can perform high-repetition tasks, thus reducing labor costs and enhancing work efficiency, particularly in industries requiring 24/7 interaction like live streaming and customer service [2][3] Group 2: Development Challenges - The virtual digital human industry faces challenges such as high production costs, poor interaction capabilities, and insufficient application scenarios, which hinder its integration into real economic needs [3] - Addressing these challenges requires a focus on commercial logic and understanding industry demands to ensure sustainable development [3] Group 3: Technological and Governance Innovations - The value of virtual digital humans is contingent upon technological breakthroughs and governance innovations, with a need for advancements in key technologies like intelligent sensors and graphics computing chips [4] - The industry requires a robust standard system, legal regulations, and government oversight to ensure ethical use and safety, alongside policy support for technology development and practical applications [4] Group 4: Market Potential - According to the China Internet Association, the core market for digital humans is expected to exceed 40 billion yuan by 2025, driving the overall industry market size to surpass 600 billion yuan [4]

Core Viewpoint - The virtual digital human industry is experiencing significant growth opportunities driven by advancements in generative artificial intelligence (AIGC), virtual reality (VR), and augmented reality (AR), becoming a new engine for digital economic development [1] Group 1: Applications and Benefits - Virtual digital humans play a crucial role in the digital transformation of traditional industries, providing "replacement effects" by completing repetitive and labor-intensive tasks, thus reducing labor costs and enhancing work efficiency [2] - They also offer "enhancement effects" by supporting personalized customization, allowing for tailored interactions based on industry needs and customer preferences, which innovates service models and improves customer satisfaction [2] - In sectors like agriculture, virtual digital humans can provide real-time guidance on scientific planting and pest control, enhancing service accessibility and operational efficiency in the real economy [2] Group 2: Industry Demand and Development - The development of virtual digital humans must align with industry demands to gain sustainable growth momentum, addressing challenges such as high production costs and insufficient application scenarios [3] - By focusing on commercial logic and deeply exploring industry needs, the virtual digital human sector can adapt to practical applications, thereby demonstrating its substantial empowerment for industrial development [3] - Industry demand can also provide funding support for the optimization and technological evolution of virtual digital humans, reducing marginal costs and increasing capital returns through widespread application [3] Group 3: Technological Breakthroughs and Governance Innovation - The integration of cutting-edge technologies like generative AI, 3D modeling, voice synthesis, motion capture, and natural language processing is revitalizing the virtual digital human industry [4] - According to the "China Digital Human Development Report (2024)," the core market size for digital humans in China is expected to exceed 40 billion yuan by 2025, with the overall industry market size surpassing 600 billion yuan [4] - Key technological bottlenecks still exist, necessitating improvements in the resilience of the industrial and supply chains, particularly in the development of hardware like intelligent sensors and graphics computing chips, as well as software for modeling and rendering [4] - Establishing a comprehensive industry standard system, including key technology standards and ethical usage norms, is essential for governance innovation in the virtual digital human sector [4] - Strengthening policy guidance and support for the virtual digital human industry, while encouraging the development and application of key technologies, will foster high-quality industrial growth [4]

同样是在周四当天，OpenAI与日本数字厅在东京宣布建立战略合作关系，双方将就生成式人工智能在 公共领域的安全高效应用展开联合探索。日本数字厅将向政府雇员开放基于OpenAI先进人工智能技术 的新型工具Gennai，旨在推动人工智能在公共领域的创新应用。 植田和男最新发声 （原标题：暴涨超800点！日本股市直线拉升！央行行长植田和男最新发声） 日本股市大幅走高！ 今日（10月3日），日本股市直线拉升，日经225指数盘中一度大涨超800点，涨幅接近1.80%。同日， MSCI亚太指数再创历史新高，最新上涨0.3%。 当天，日本央行行长植田和男表示，必须维持宽松的货币环境，以支持经济。他还表示，日本经济前景 存在各种不确定性，美国经济和货币政策走势可能对日本经济和物价产生巨大影响。 日本股市大涨 周五，日本股市主要股指高开高走，日经225指数盘中大幅拉升，最高触及45742.63点，较昨日收盘价 上涨超800点，已接近历史最高点位。截至券商中国记者发稿，日经225指数上涨1.55%，日本东证指数 上涨1.17%。 个股方面，瑞萨电子涨超8%，胜高涨超7%，东京电力涨超7%，爱德万测试涨超4%，日本交易所涨 3.5 ...

在10月的首个交易日，香港股市展现出强劲的上涨势头，恒生指数（HSI）一举突破27000点关口，成 为市场关注的焦点。这一亮眼表现得益于科技股、半导体股以及黄金股的集体上涨，给投资者带来了信 心，标志着四季度的开门红。 截至发文时，恒生科技指数（HSTECH）上涨超过3.5%。多家科技巨头的股价均有显著提升，其中腾讯 控股（0700.HK）和美团（3690.HK）均上涨超过2%，而阿里巴巴（9988.HK）的股价则突破180港元， 涨至184.7港元，年内累计涨幅超过125%。这一变化部分源于摩根大通上调了阿里巴巴的目标价，从 165港元提升至240港元，分析师认为，阿里巴巴的市场定位正在转向网络一线资产，云计算业务的强劲 增长将进一步推动其估值。 摩根大通在报告中指出，阿里云的收入增速在过去8个季度里持续加快，预计到2025年第二季度，其同 比增幅将达到26%。分析师强调，生成式人工智能的需求正在推动阿里云的表现，这一技术的普及速度 有可能超出之前对软件即服务（SaaS）发展的预期。展望未来12至36个月，生成式AI将更广泛地应用 于市场营销、财务运营等领域，推动服务成本降低并提高企业效率。 来源：市场资讯 ...

Core Insights - Candle, a social application focused on maintaining intimate relationships, has gained significant traction with over 300,000 users and a monthly revenue exceeding $150,000 within just six months of launch [2][16][19] - The founders, Alex Ruber and Parth Chopra, previously worked at major tech companies and pivoted from a failed AI shopping tool to create Candle, inspired by the challenges of maintaining personal relationships during startup pressures [5][11][12] User Engagement and Growth - Candle's user base includes 150,000 couples, with a monthly active user count exceeding 250,000 and a DAU/MAU ratio of approximately 50%, indicating strong user engagement and retention potential [17][19] - The application has consistently ranked in the top 25 of the Apple App Store, showcasing its popularity and market presence [17] Product Features and Value Proposition - Initially a simple question-and-answer game, Candle has evolved into a comprehensive platform that facilitates daily interactions, date planning, and emotional tracking, emphasizing lightweight and frequent emotional connections [12][13][15] - The app's core value lies in helping users create daily emotional engagement, addressing the issue of emotional detachment in modern relationships [13][19] Business Model and Revenue - Candle operates on a freemium model, offering basic features for free while charging for premium content and functionalities, which has led to an annual recurring revenue (ARR) projection of $1 million [20] - The early monetization strategy signals a strong product-market fit, as users are willing to pay for additional features, indicating a genuine demand for the service [20] Market Trends and Challenges - Candle targets a growing trend of emotional disconnection in relationships exacerbated by modern life pressures, particularly among younger generations [12][20] - The company faces challenges in ensuring long-term user retention and enhancing the depth of user experience while expanding its feature set [21] Investment and Future Plans - The founders plan to reinvest previous seed funding into Candle's development, focusing on hiring more engineers and accelerating product iterations [22] - Existing investors, including Goodwater Capital and Y Combinator, are fully supportive of this new direction, indicating confidence in Candle's growth potential [22]

Core Insights - The article highlights the transformation of 桃江 from a traditional bamboo-producing region to a manufacturing hub, driven by new industrial projects and investments from businesses [1][2]. Group 1: Company Developments - Hunan Fude Electric Co., Ltd. has received orders from a computing power center that are scheduled until next year, indicating strong demand for its products [1]. - The company has established a postdoctoral research workstation, the first of its kind in 桃江, to foster talent development in the region [1]. - Hunan Yixin Technology Co., Ltd. has relocated its focus from Shenzhen to 桃江, establishing a new optical film coating production base that achieved large-scale production in August 2023 [2]. Group 2: Industry Growth - 桃江's industrial landscape is diversifying with new projects in electric motor components, smart home manufacturing, and hospitality, enhancing the region's industrial structure [2]. - The bamboo industry in 桃江 is expanding into various sectors, including carbon-based materials, new building materials, consumer goods, and bio-extraction, with plans for a full industry chain extension [2]. - The introduction of a green low-carbon bamboo intelligent recycling industrial park aims to utilize bamboo resources for producing high-value products while promoting sustainability [2].

参考消息网10月1日报道据美国消费者新闻与商业频道网站9月25日报道，一位顶级投资者说，人工智能正值一个可能持续20年的"超级周期"的早期阶段。 风险投资公司波士顿投资集团的联合创始人兼联合首席执行官拉杰·甘古利在近日播出的消费者新闻与商业频道（CNBC）"超越硅谷"播客节目中说，人工智 能将在未来几年对全球产生巨大影响。 甘古利认为，第二个撼动科技行业的趋势是，独立创始人现在即使不购买设备或雇用程序员也能取得成功，因为人工智能可以帮助他们"在完全不懂编程的 情况下进行开发和编码"。他说，上一轮科技热潮主要集中在亚马逊和元宇宙公司等面向消费者的公司，但未来十年将更侧重于生成式人工智能和先进半导 体等"深度"科技。 甘古利说："未来十年的重点在于重塑受科技影响较小的行业，远远超出消费（科技）领域。" 波士顿投资集团专注于深度科技领域，其投资组合除人工智能外，还包括医疗健康和气候相关企业。 甘古利认为印度正成为积极开发人工智能原生应用程序的市场，这些应用程序可以适配各类大型语言模型。 他说："当前的机会以及我认为未来的利润池，就在人工智能原生应用程序的层面。未来五年，你会看到一些在印度创立的公司成为美国和欧洲等市 ...